feat: revamp yearly overview

This commit is contained in:
Herculino Trotta
2024-10-20 19:22:28 -03:00
parent cef6dfddb0
commit 37cfa3eb6e
2 changed files with 301 additions and 492 deletions
+279 -175
View File
@@ -9,189 +9,293 @@
{% block title %}{% translate 'Yearly Overview' %} :: {{ year }}{% endblock %}
{% block body_hyperscript %}
on keyup[code is 'KeyE' and target.nodeName is 'BODY'] from body trigger 'add_expense' end
on keyup[code is 'KeyI' and target.nodeName is 'BODY'] from body trigger 'add_income' end
on keyup[code is 'KeyB' and target.nodeName is 'BODY'] from body trigger 'balance' end
on keyup[code is 'KeyT' and target.nodeName is 'BODY'] from body trigger 'add_transfer' end
on keyup[code is 'KeyN' and target.nodeName is 'BODY'] from body trigger 'installment' end
on keyup[code is 'ArrowLeft' and target.nodeName is 'BODY'] from body trigger 'previous_month' end
on keyup[code is 'ArrowRight' and target.nodeName is 'BODY'] from body trigger 'next_month' end
on keyup[code is 'ArrowLeft' and target.nodeName is 'BODY'] from body trigger 'previous_year' end
on keyup[code is 'ArrowRight' and target.nodeName is 'BODY'] from body trigger 'next_year' end
{% endblock %}
{% block content %}
<div class="container px-md-3 py-3 column-gap-5">
{# <div class="row mb-3 gx-xl-4 gy-3 mb-4">#}
<div class="row mb-3 gx-xl-4 gy-3 mb-4">
{# Date picker#}
{# <div class="col-12 col-xl-4 flex-row align-items-center d-flex">#}
{# <div class="tw-text-base h-100 align-items-center d-flex">#}
{# <a role="button"#}
{# class="pe-4 py-2"#}
{# hx-boost="true"#}
{# hx-trigger="click, previous_month from:window"#}
{# href="{% url 'monthly_overview' month=previous_month year=previous_year %}"><i#}
{# class="fa-solid fa-chevron-left"></i></a>#}
{# </div>#}
{# <div class="tw-text-3xl fw-bold font-monospace tw-w-full text-center"#}
{# hx-get="{% url 'available_dates' %}"#}
{# hx-target="#generic-offcanvas-left"#}
{# hx-trigger="click, date_picker from:window"#}
{# hx-vals='{"month": {{ month }}, "year": {{ year }}}' role="button">#}
{# {{ month|month_name }} {{ year }}#}
{# </div>#}
{# <div class="tw-text-base mx-2 h-100 align-items-center d-flex">#}
{# <a role="button"#}
{# class="ps-3 py-2"#}
{# hx-boost="true"#}
{# hx-trigger="click, next_month from:window"#}
{# href="{% url 'monthly_overview' month=next_month year=next_year %}">#}
{# <i class="fa-solid fa-chevron-right"></i>#}
{# </a>#}
{# </div>#}
{# </div>#}
<div class="col-12 col-xl-2 flex-row align-items-center d-flex">
<div class="tw-text-base h-100 align-items-center d-flex">
<a role="button"
class="pe-4 py-2"
hx-boost="true"
hx-trigger="click, previous_year from:window"
href="{% url 'yearly_overview' year=previous_year %}">
<i class="fa-solid fa-chevron-left"></i></a>
</div>
<div class="tw-text-3xl fw-bold font-monospace tw-w-full text-center">
{{ year }}
</div>
<div class="tw-text-base mx-2 h-100 align-items-center d-flex">
<a role="button"
class="ps-3 py-2"
hx-boost="true"
hx-trigger="click, next_year from:window"
href="{% url 'yearly_overview' year=next_year %}">
<i class="fa-solid fa-chevron-right"></i>
</a>
</div>
</div>
{# Action buttons#}
{# <div class="col-12 col-xl-8">#}
{# <div class="d-grid gap-2 d-xl-flex justify-content-xl-end">#}
{# <button class="btn btn-sm btn-outline-success"#}
{# hx-get="{% url 'transaction_add' %}"#}
{# hx-target="#generic-offcanvas"#}
{# hx-trigger="click, add_income from:window"#}
{# hx-vals='{"year": {{ year }}, "month": {{ month }}, "type": "IN"}'>#}
{# <i class="fa-solid fa-arrow-right-to-bracket me-2"></i>#}
{# {% translate "Income" %}#}
{# </button>#}
{# <button class="btn btn-sm btn-outline-danger"#}
{# hx-get="{% url 'transaction_add' %}"#}
{# hx-target="#generic-offcanvas"#}
{# hx-trigger="click, add_expense from:window"#}
{# hx-vals='{"year": {{ year }}, "month": {{ month }}, "type": "EX"}'>#}
{# <i class="fa-solid fa-arrow-right-from-bracket me-2"></i>#}
{# {% translate "Expense" %}#}
{# </button>#}
{# <button class="btn btn-sm btn-outline-warning"#}
{# hx-get="{% url 'installments_add' %}"#}
{# hx-trigger="click, installment from:window"#}
{# hx-target="#generic-offcanvas">#}
{# <i class="fa-solid fa-divide me-2"></i>#}
{# {% translate "Installment" %}#}
{# </button>#}
{# <button class="btn btn-sm btn-outline-info"#}
{# hx-get="{% url 'transactions_transfer' %}"#}
{# hx-target="#generic-offcanvas"#}
{# hx-trigger="click, add_transfer from:window"#}
{# hx-vals='{"year": {{ year }}, "month": {{ month }}}'>#}
{# <i class="fa-solid fa-money-bill-transfer me-2"></i>#}
{# {% translate "Transfer" %}#}
{# </button>#}
{# <button class="btn btn-sm btn-outline-info"#}
{# hx-get="{% url 'account_reconciliation' %}"#}
{# hx-trigger="click, balance from:window"#}
{# hx-target="#generic-offcanvas">#}
{# <i class="fa-solid fa-scale-balanced me-2"></i>#}
{# {% translate "Balance" %}#}
{# </button>#}
{# </div>#}
{# </div>#}
{# </div>#}
{# Monthly summary#}
<div class="row gx-xl-4 gy-3">
{# <div class="col-12 col-xl-4 order-0 order-xl-2">#}
{# <div id="summary" hx-get="{% url 'monthly_summary' month=month year=year %}" class="sticky-sidebar"#}
{# hx-trigger="load, updated from:window, monthly_summary_update from:window">#}
{# </div>#}
{# </div>#}
<div class="col-12">
{# Filter transactions#}
{# <div class="row mb-1">#}
{# <div class="col-12">#}
{# <div class="dropdown">#}
{# <button type="button" class="btn btn-sm btn-outline-primary dropdown-toggle" data-bs-toggle="dropdown"#}
{# aria-expanded="false" data-bs-auto-close="false">#}
{# <i class="fa-solid fa-filter fa-fw me-2"></i>{% translate 'Filter transactions' %}#}
{# </button>#}
{# <form hx-get="{% url 'monthly_transactions_list' month=month year=year %}" hx-trigger="change, submit, search"#}
{# hx-target="#transactions" id="filter" hx-indicator="#transactions"#}
{# class="dropdown-menu p-4 w-lg-50 tw-w-full lg:tw-w-2/4"#}
{# _="install init_tom_select">#}
{# {% crispy filter.form %}#}
{# </form>#}
{# </div>#}
{# </div>#}
{# </div>#}
<div class="row">
<div class="no-more-tables">
<table class="table table-hover">
<thead>
<tr>
<th scope="col">{% translate 'Month' %}</th>
<td>{% translate 'Projected Income' %}</td>
<td>{% translate 'Projected Expenses' %}</td>
<td>{% translate 'Projected Total' %}</td>
<td>{% translate 'Current Income' %}</td>
<td>{% translate 'Current Expenses' %}</td>
<td>{% translate 'Current Total' %}</td>
<td>{% translate 'Final Total' %}</td>
</tr>
</thead>
<tbody>
{% for date, x in totals.items %}
<tr>
<th scope="row">{{ date.month|month_name }}</th>
<td class="!tw-text-green-400">
{% for data in x.income_unpaid %}
<div class="amount" data-original-value="{% currency_display amount=data.amount prefix=data.prefix suffix=data.suffix decimal_places=data.decimal_places %}"></div>
{% empty %}
<div>-</div>
{% endfor %}
</td>
<td class="!tw-text-red-400">
{% for data in x.expense_unpaid %}
<div class="amount" data-original-value="{% currency_display amount=data.amount prefix=data.prefix suffix=data.suffix decimal_places=data.decimal_places %}"></div>
{% empty %}
<div>-</div>
{% endfor %}
</td>
<td>
{% for data in x.balance_unpaid %}
<div class="amount" data-original-value="{% currency_display amount=data.amount prefix=data.prefix suffix=data.suffix decimal_places=data.decimal_places %}"></div>
{% empty %}
<div>-</div>
{% endfor %}
</td>
<td class="!tw-text-green-400">
{% for data in x.income_paid %}
<div class="amount" data-original-value="{% currency_display amount=data.amount prefix=data.prefix suffix=data.suffix decimal_places=data.decimal_places %}"></div>
{% empty %}
<div>-</div>
{% endfor %}
</td>
<td class="!tw-text-red-400">
{% for data in x.expense_paid %}
<div class="amount" data-original-value="{% currency_display amount=data.amount prefix=data.prefix suffix=data.suffix decimal_places=data.decimal_places %}"></div>
{% empty %}
<div>-</div>
{% endfor %}
</td>
<td>
{% for data in x.balance_paid %}
<div class="amount" data-original-value="{% currency_display amount=data.amount prefix=data.prefix suffix=data.suffix decimal_places=data.decimal_places %}"></div>
{% empty %}
<div>-</div>
{% endfor %}
</td>
<td>
{% for data in x.balance_total %}
<div class="amount" data-original-value="{% currency_display amount=data.amount prefix=data.prefix suffix=data.suffix decimal_places=data.decimal_places %}"></div>
{% empty %}
<div>-</div>
{% endfor %}
</td>
</tr>
{% endfor %}
</tbody>
</table>
</div>
<div class="col-12 col-xl-10">
<div class="d-grid gap-2 d-xl-flex justify-content-xl-end">
<button class="btn btn-sm btn-outline-success"
hx-get="{% url 'transaction_add' %}"
hx-target="#generic-offcanvas"
hx-trigger="click, add_income from:window"
hx-vals='{"year": {{ year }}, "type": "IN"}'>
<i class="fa-solid fa-arrow-right-to-bracket me-2"></i>
{% translate "Income" %}
</button>
<button class="btn btn-sm btn-outline-danger"
hx-get="{% url 'transaction_add' %}"
hx-target="#generic-offcanvas"
hx-trigger="click, add_expense from:window"
hx-vals='{"year": {{ year }}, "type": "EX"}'>
<i class="fa-solid fa-arrow-right-from-bracket me-2"></i>
{% translate "Expense" %}
</button>
<button class="btn btn-sm btn-outline-warning"
hx-get="{% url 'installment_plan_add' %}"
hx-trigger="click, installment from:window"
hx-target="#generic-offcanvas">
<i class="fa-solid fa-divide me-2"></i>
{% translate "Installment" %}
</button>
<button class="btn btn-sm btn-outline-warning"
hx-get="{% url 'recurring_transaction_add' %}"
hx-trigger="click, balance from:window"
hx-target="#generic-offcanvas">
<i class="fa-solid fa-repeat me-2"></i>
{% translate "Recurring" %}
</button>
<button class="btn btn-sm btn-outline-info"
hx-get="{% url 'transactions_transfer' %}"
hx-target="#generic-offcanvas"
hx-trigger="click, add_transfer from:window"
hx-vals='{"year": {{ year }}}'>
<i class="fa-solid fa-money-bill-transfer me-2"></i>
{% translate "Transfer" %}
</button>
<button class="btn btn-sm btn-outline-info"
hx-get="{% url 'account_reconciliation' %}"
hx-trigger="click, balance from:window"
hx-target="#generic-offcanvas">
<i class="fa-solid fa-scale-balanced me-2"></i>
{% translate "Balance" %}
</button>
</div>
</div>
</div>
{# <div class="row gx-xl-4 gy-3">#}
{# <div class="col-12">#}
{# <div class="row">#}
{# <div class="no-more-tables">#}
{# <table class="table table-hover text-nowrap">#}
{# <thead>#}
{# <tr>#}
{# <th scope="col">{% translate 'Month' %}</th>#}
{# <td>{% translate 'Projected Income' %}</td>#}
{# <td>{% translate 'Projected Expenses' %}</td>#}
{# <td>{% translate 'Projected Total' %}</td>#}
{# <td>{% translate 'Current Income' %}</td>#}
{# <td>{% translate 'Current Expenses' %}</td>#}
{# <td>{% translate 'Current Total' %}</td>#}
{# <td>{% translate 'Final Total' %}</td>#}
{# </tr>#}
{# </thead>#}
{# <tbody>#}
{# {% for date, x in totals.items %}#}
{# <tr>#}
{# <th scope="row">{{ date.month|month_name }}</th>#}
{# <td class="!tw-text-green-400" data-title="{% translate 'Projected Income' %}">#}
{# {% for data in x.income_unpaid %}#}
{# <div class="amount" data-original-value="{% currency_display amount=data.amount prefix=data.prefix suffix=data.suffix decimal_places=data.decimal_places %}"></div>#}
{# {% empty %}#}
{# <div>-</div>#}
{# {% endfor %}#}
{# </td>#}
{# <td class="!tw-text-red-400" data-title="{% translate 'Projected Expenses' %}">#}
{# {% for data in x.expense_unpaid %}#}
{# <div class="amount" data-original-value="{% currency_display amount=data.amount prefix=data.prefix suffix=data.suffix decimal_places=data.decimal_places %}"></div>#}
{# {% empty %}#}
{# <div>-</div>#}
{# {% endfor %}#}
{# </td>#}
{# <td data-title="{% translate 'Projected Total' %}">#}
{# {% for data in x.balance_unpaid %}#}
{# <div class="amount" data-original-value="{% currency_display amount=data.amount prefix=data.prefix suffix=data.suffix decimal_places=data.decimal_places %}"></div>#}
{# {% empty %}#}
{# <div>-</div>#}
{# {% endfor %}#}
{# </td>#}
{# <td class="!tw-text-green-400" data-title="{% translate 'Current Income' %}">#}
{# {% for data in x.income_paid %}#}
{# <div class="amount" data-original-value="{% currency_display amount=data.amount prefix=data.prefix suffix=data.suffix decimal_places=data.decimal_places %}"></div>#}
{# {% empty %}#}
{# <div>-</div>#}
{# {% endfor %}#}
{# </td>#}
{# <td class="!tw-text-red-400" data-title="{% translate 'Current Expenses' %}">#}
{# {% for data in x.expense_paid %}#}
{# <div class="amount" data-original-value="{% currency_display amount=data.amount prefix=data.prefix suffix=data.suffix decimal_places=data.decimal_places %}"></div>#}
{# {% empty %}#}
{# <div>-</div>#}
{# {% endfor %}#}
{# </td>#}
{# <td data-title="{% translate 'Current Total' %}">#}
{# {% for data in x.balance_paid %}#}
{# <div class="amount" data-original-value="{% currency_display amount=data.amount prefix=data.prefix suffix=data.suffix decimal_places=data.decimal_places %}"></div>#}
{# {% empty %}#}
{# <div>-</div>#}
{# {% endfor %}#}
{# </td>#}
{# <td data-title="{% translate 'Final Total' %}">#}
{# {% for data in x.balance_total %}#}
{# <div class="amount" data-original-value="{% currency_display amount=data.amount prefix=data.prefix suffix=data.suffix decimal_places=data.decimal_places %}"></div>#}
{# {% empty %}#}
{# <div>-</div>#}
{# {% endfor %}#}
{# </td>#}
{# </tr>#}
{# {% endfor %}#}
{# </tbody>#}
{# </table>#}
{# </div>#}
{# </div>#}
{# </div>#}
{# </div>#}
<div class="row row-cols-1 row-cols-xl-3 g-4 mb-3">
{% for date, x in totals.items %}
<div class="col">
<div class="card tw-relative h-100 shadow">
<div class="tw-absolute tw-h-8 tw-w-8 tw-right-2 tw-top-2 tw-bg-yellow-300 tw-text-yellow-800 text-center
align-items-center d-flex justify-content-center rounded-2 tw-font-bold">
{{ forloop.counter }}
</div>
<div class="card-body">
<h5 class="tw-text-yellow-400 fw-bold">{{ date.month|month_name }}</h5>
<div class="d-flex justify-content-between mt-2">
<div class="text-end font-monospace">
<div class="tw-text-gray-400">{% translate 'projected income' %}</div>
</div>
<div class="text-end font-monospace tw-text-green-300">
{% for entry in x.income_unpaid %}
<c-amount.display
:amount="entry.amount"
:prefix="entry.prefix"
:suffix="entry.suffix"
:decimal_places="entry.decimal_places"></c-amount.display>
{% empty %}
<div>-</div>
{% endfor %}
</div>
</div>
<div class="d-flex justify-content-between mt-2">
<div class="text-end font-monospace">
<div class="tw-text-gray-400">{% translate 'projected expenses' %}</div>
</div>
<div class="text-end font-monospace tw-text-red-300">
{% for entry in x.expense_unpaid %}
<c-amount.display
:amount="entry.amount"
:prefix="entry.prefix"
:suffix="entry.suffix"
:decimal_places="entry.decimal_places"></c-amount.display>
{% empty %}
<div>-</div>
{% endfor %}
</div>
</div>
<div class="d-flex justify-content-between mt-2">
<div class="text-end font-monospace">
<div class="tw-text-gray-400">{% translate 'projected total' %}</div>
</div>
<div class="text-end font-monospace tw-text-yellow-300">
{% for entry in x.balance_unpaid %}
<c-amount.display
:amount="entry.amount"
:prefix="entry.prefix"
:suffix="entry.suffix"
:decimal_places="entry.decimal_places"></c-amount.display>
{% empty %}
<div>-</div>
{% endfor %}
</div>
</div>
<hr class="my-1">
<div class="d-flex justify-content-between mt-2">
<div class="text-end font-monospace">
<div class="tw-text-gray-400">{% translate 'current income' %}</div>
</div>
<div class="text-end font-monospace tw-text-green-400">
{% for entry in x.income_paid %}
<c-amount.display
:amount="entry.amount"
:prefix="entry.prefix"
:suffix="entry.suffix"
:decimal_places="entry.decimal_places"></c-amount.display>
{% empty %}
<div>-</div>
{% endfor %}
</div>
</div>
<div class="d-flex justify-content-between mt-2">
<div class="text-end font-monospace">
<div class="tw-text-gray-400">{% translate 'current expenses' %}</div>
</div>
<div class="text-end font-monospace tw-text-red-400">
{% for entry in x.expense_paid %}
<c-amount.display
:amount="entry.amount"
:prefix="entry.prefix"
:suffix="entry.suffix"
:decimal_places="entry.decimal_places"></c-amount.display>
{% empty %}
<div>-</div>
{% endfor %}
</div>
</div>
<div class="d-flex justify-content-between mt-2">
<div class="text-end font-monospace">
<div class="tw-text-gray-400">{% translate 'current total' %}</div>
</div>
<div class="text-end font-monospace tw-text-yellow-400">
{% for entry in x.balance_paid %}
<c-amount.display
:amount="entry.amount"
:prefix="entry.prefix"
:suffix="entry.suffix"
:decimal_places="entry.decimal_places"></c-amount.display>
{% empty %}
<div>-</div>
{% endfor %}
</div>
</div>
<hr class="my-1">
<div class="d-flex justify-content-between mt-2">
<div class="text-end font-monospace">
<div class="tw-text-gray-400">{% translate 'final total' %}</div>
</div>
<div class="text-end font-monospace">
{% for entry in x.balance_total %}
<c-amount.display
:amount="entry.amount"
:prefix="entry.prefix"
:suffix="entry.suffix"
:decimal_places="entry.decimal_places"></c-amount.display>
{% empty %}
<div>-</div>
{% endfor %}
</div>
</div>
</div>
</div>
</div>
{% endfor %}
</div>
</div>
{% endblock %}