feat: add account and currency info to monthly view

app/apps/monthly_overview/urls.py

@@ -19,4 +19,19 @@ urlpatterns = [
         views.monthly_summary,
         name="monthly_summary",
     ),
+    path(
+        "monthly/<int:month>/<int:year>/summary/accounts/",
+        views.monthly_account_summary,
+        name="monthly_account_summary",
+    ),
+    path(
+        "monthly/<int:month>/<int:year>/summary/currencies/",
+        views.monthly_currency_summary,
+        name="monthly_currency_summary",
+    ),
+    path(
+        "monthly/summary/select/<str:selected>/",
+        views.monthly_summary_select,
+        name="monthly_summary_select",
+    ),
 ]

app/apps/monthly_overview/views.py

@@ -2,6 +2,7 @@ from django.contrib.auth.decorators import login_required
 from django.db.models import (
     Q,
 )
+from django.http import HttpResponse
 from django.shortcuts import render, redirect
 from django.utils import timezone
 from django.views.decorators.http import require_http_methods
@@ -16,6 +17,7 @@ from apps.transactions.models import Transaction
 from apps.transactions.utils.calculations import (
     calculate_currency_totals,
     calculate_percentage_distribution,
+    calculate_account_totals,
 )
 from apps.transactions.utils.default_ordering import default_order
 
@@ -31,6 +33,7 @@ def index(request):
 @require_http_methods(["GET"])
 def monthly_overview(request, month: int, year: int):
     order = request.session.get("monthly_transactions_order", "default")
+    summary_tab = request.session.get("monthly_summary_tab", "summary")
 
     if month < 1 or month > 12:
         from django.http import Http404
@@ -57,6 +60,7 @@ def monthly_overview(request, month: int, year: int):
             "previous_year": previous_year,
             "filter": f,
             "order": order,
+            "summary_tab": summary_tab,
         },
     )
 
@@ -131,3 +135,61 @@ def monthly_summary(request, month: int, year: int):
         "monthly_overview/fragments/monthly_summary.html",
         context=context,
     )
+
+
+@only_htmx
+@login_required
+@require_http_methods(["GET"])
+def monthly_account_summary(request, month: int, year: int):
+    # Base queryset with all required filters
+    base_queryset = Transaction.objects.filter(
+        reference_date__year=year,
+        reference_date__month=month,
+    ).exclude(Q(category__mute=True) & ~Q(category=None))
+
+    account_data = calculate_account_totals(transactions_queryset=base_queryset.all())
+    account_percentages = calculate_percentage_distribution(account_data)
+
+    context = {
+        "account_data": account_data,
+        "account_percentages": account_percentages,
+    }
+
+    return render(
+        request,
+        "monthly_overview/fragments/monthly_account_summary.html",
+        context=context,
+    )
+
+
+@only_htmx
+@login_required
+@require_http_methods(["GET"])
+def monthly_currency_summary(request, month: int, year: int):
+    # Base queryset with all required filters
+    base_queryset = Transaction.objects.filter(
+        reference_date__year=year,
+        reference_date__month=month,
+    ).exclude(Q(category__mute=True) & ~Q(category=None))
+
+    currency_data = calculate_currency_totals(base_queryset.all(), ignore_empty=True)
+    currency_percentages = calculate_percentage_distribution(currency_data)
+
+    context = {
+        "currency_data": currency_data,
+        "currency_percentages": currency_percentages,
+    }
+
+    return render(
+        request, "monthly_overview/fragments/monthly_currency_summary.html", context
+    )
+
+
+@login_required
+@require_http_methods(["GET"])
+def monthly_summary_select(request, selected):
+    request.session["monthly_summary_tab"] = selected
+
+    return HttpResponse(
+        status=204,
+    )

app/apps/transactions/urls.py

@@ -11,6 +11,21 @@ urlpatterns = [
         views.transaction_all_summary,
         name="transactions_all_summary",
     ),
+    path(
+        "transactions/summary/account/",
+        views.transaction_all_account_summary,
+        name="transaction_all_account_summary",
+    ),
+    path(
+        "transactions/summary/currency/",
+        views.transaction_all_currency_summary,
+        name="transaction_all_currency_summary",
+    ),
+    path(
+        "transactions/summary/select/<str:selected>/",
+        views.transaction_all_summary_select,
+        name="transaction_all_summary_select",
+    ),
     path(
         "transactions/actions/pay/",
         views.bulk_pay_transactions,

app/apps/transactions/views/transactions.py

@@ -314,9 +314,13 @@ def transaction_pay(request, transaction_id):
 @require_http_methods(["GET"])
 def transaction_all_index(request):
     order = request.session.get("all_transactions_order", "default")
+    summary_tab = request.session.get("transaction_all_summary_tab", "currency")
+
     f = TransactionsFilter(request.GET)
     return render(
-        request, "transactions/pages/transactions.html", {"filter": f, "order": order}
+        request,
+        "transactions/pages/transactions.html",
+        {"filter": f, "order": order, "summary_tab": summary_tab},
     )
 
 
@@ -382,16 +386,74 @@ def transaction_all_summary(request):
     account_percentages = calculate_percentage_distribution(account_data)
 
     context = {
-        "income_current": remove_falsey_entries(currency_data, "income_current"),
-        "income_projected": remove_falsey_entries(currency_data, "income_projected"),
-        "expense_current": remove_falsey_entries(currency_data, "expense_current"),
-        "expense_projected": remove_falsey_entries(currency_data, "expense_projected"),
-        "total_current": remove_falsey_entries(currency_data, "total_current"),
-        "total_final": remove_falsey_entries(currency_data, "total_final"),
-        "total_projected": remove_falsey_entries(currency_data, "total_projected"),
+        "currency_data": currency_data,
         "currency_percentages": currency_percentages,
         "account_data": account_data,
         "account_percentages": account_percentages,
     }
 
     return render(request, "transactions/fragments/summary.html", context)
+
+
+@only_htmx
+@login_required
+@require_http_methods(["GET"])
+def transaction_all_account_summary(request):
+    transactions = Transaction.objects.prefetch_related(
+        "account",
+        "account__group",
+        "category",
+        "tags",
+        "account__exchange_currency",
+        "account__currency",
+        "installment_plan",
+    ).all()
+
+    f = TransactionsFilter(request.GET, queryset=transactions)
+
+    account_data = calculate_account_totals(transactions_queryset=f.qs.all())
+    account_percentages = calculate_percentage_distribution(account_data)
+
+    context = {
+        "account_data": account_data,
+        "account_percentages": account_percentages,
+    }
+
+    return render(request, "transactions/fragments/all_account_summary.html", context)
+
+
+@only_htmx
+@login_required
+@require_http_methods(["GET"])
+def transaction_all_currency_summary(request):
+    transactions = Transaction.objects.prefetch_related(
+        "account",
+        "account__group",
+        "category",
+        "tags",
+        "account__exchange_currency",
+        "account__currency",
+        "installment_plan",
+    ).all()
+
+    f = TransactionsFilter(request.GET, queryset=transactions)
+
+    currency_data = calculate_currency_totals(f.qs.all(), ignore_empty=True)
+    currency_percentages = calculate_percentage_distribution(currency_data)
+
+    context = {
+        "currency_data": currency_data,
+        "currency_percentages": currency_percentages,
+    }
+
+    return render(request, "transactions/fragments/all_currency_summary.html", context)
+
+
+@login_required
+@require_http_methods(["GET"])
+def transaction_all_summary_select(request, selected):
+    request.session["transaction_all_summary_tab"] = selected
+
+    return HttpResponse(
+        status=204,
+    )