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Code Issues 14 Packages Projects Releases 10 Wiki Activity

feat(monthly-view): add percentage bar

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This commit is contained in:
Herculino Trotta
2024-12-24 02:36:26 -03:00
parent 522346a06c
commit 1b2a77aaf3
3 changed files with 127 additions and 1 deletions
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7
app/apps/monthly_overview/views.py
View File

@@ -13,7 +13,10 @@ from apps.monthly_overview.utils.daily_spending_allowance import (
)
from apps.transactions.filters import TransactionsFilter
from apps.transactions.models import Transaction
from apps.transactions.utils.calculations import calculate_currency_totals
from apps.transactions.utils.calculations import (
calculate_currency_totals,
calculate_percentage_distribution,
)
from apps.transactions.utils.default_ordering import default_order
@@ -98,6 +101,7 @@ def monthly_summary(request, month: int, year: int):
).exclude(Q(category__mute=True) & ~Q(category=None))
data = calculate_currency_totals(base_queryset, ignore_empty=True)
percentages = calculate_percentage_distribution(data)
context = {
"income_current": remove_falsey_entries(data, "income_current"),
@@ -110,6 +114,7 @@ def monthly_summary(request, month: int, year: int):
"daily_spending_allowance": calculate_daily_allowance_currency(
currency_totals=data, month=month, year=year
),
"percentages": percentages,
}
return render(

88
app/apps/transactions/utils/calculations.py
View File

@@ -157,6 +157,94 @@ def calculate_currency_totals(transactions_queryset, ignore_empty=False):
return result
def calculate_percentage_distribution(currency_totals):
"""
Calculate percentage distribution of financial metrics for each currency.
Returns a new dictionary with currency IDs as keys and percentage distributions.
"""
percentages = {}
for currency_id, data in currency_totals.items():
# Calculate total volume of transactions
total_volume = sum(
[
abs(data["income_current"]),
abs(data["income_projected"]),
abs(data["expense_current"]),
abs(data["expense_projected"]),
]
)
# Initialize percentages for this currency
percentages[currency_id] = {
"currency": data["currency"], # Keep currency info for reference
"percentages": {},
}
# Calculate percentages if total_volume is not zero
if total_volume > 0:
percentages[currency_id]["percentages"] = {
"income_current": (abs(data["income_current"]) / total_volume) * 100,
"income_projected": (abs(data["income_projected"]) / total_volume)
* 100,
"expense_current": (abs(data["expense_current"]) / total_volume) * 100,
"expense_projected": (abs(data["expense_projected"]) / total_volume)
* 100,
}
else:
percentages[currency_id]["percentages"] = {
"income_current": 0,
"income_projected": 0,
"expense_current": 0,
"expense_projected": 0,
}
# If there's exchanged data, calculate percentages for that too
if "exchanged" in data:
exchanged_total = sum(
[
abs(data["exchanged"]["income_current"]),
abs(data["exchanged"]["income_projected"]),
abs(data["exchanged"]["expense_current"]),
abs(data["exchanged"]["expense_projected"]),
]
)
percentages[currency_id]["exchanged"] = {
"currency": data["exchanged"]["currency"],
"percentages": {},
}
if exchanged_total > 0:
percentages[currency_id]["exchanged"]["percentages"] = {
"income_current": (
abs(data["exchanged"]["income_current"]) / exchanged_total
)
* 100,
"income_projected": (
abs(data["exchanged"]["income_projected"]) / exchanged_total
)
* 100,
"expense_current": (
abs(data["exchanged"]["expense_current"]) / exchanged_total
)
* 100,
"expense_projected": (
abs(data["exchanged"]["expense_projected"]) / exchanged_total
)
* 100,
}
else:
percentages[currency_id]["exchanged"]["percentages"] = {
"income_current": 0,
"income_projected": 0,
"expense_current": 0,
"expense_projected": 0,
}
return percentages
def calculate_account_totals(transactions_queryset, ignore_empty=False):
# Prepare the aggregation expressions
account_totals = transactions_queryset.values(