feat: add account and currency info to monthly view

This commit is contained in:
Herculino Trotta
2025-02-01 00:51:16 -03:00
parent a7d8f94412
commit 39c1f634b6
17 changed files with 867 additions and 874 deletions
@@ -0,0 +1,17 @@
{% load tools %}
{% load i18n %}
{% load currency_display %}
<div class="row row-cols-1 g-4 mt-1 mb-3">
{% for account_id, account in account_data.items %}
<div class="col">
<c-ui.account_card :account="account" :account_id="account_id"
:percentages="account_percentages"></c-ui.account_card>
</div>
{% empty %}
<div class="col">
<c-msg.empty
title="{% translate "No information to display" %}"></c-msg.empty>
{% endfor %}
</div>
</div>
@@ -0,0 +1,16 @@
{% load tools %}
{% load i18n %}
{% load currency_display %}
<div class="row row-cols-1 g-4 mt-1 mb-3">
{% for currency_id, currency in currency_data.items %}
<div class="col">
<c-ui.currency_card :currency="currency" :currency_id="currency_id"
:percentages="currency_percentages"></c-ui.currency_card>
</div>
{% empty %}
<div class="col">
<c-msg.empty
title="{% translate "No information to display" %}"></c-msg.empty>
</div>
{% endfor %}
</div>
@@ -1,6 +1,6 @@
{% load i18n %}
{% load currency_display %}
<div class="row row-cols-1 g-4 mb-3">
<div class="row row-cols-1 g-4 mt-1 mb-3">
{# Daily Spending#}
<div class="col">
<c-ui.info-card color="yellow" icon="fa-solid fa-calendar-day" title="{% trans 'Daily Spending Allowance' %}" help_text={% trans "This is the final total divided by the remaining days in the month" %}>
@@ -252,6 +252,7 @@
</div>
</c-ui.info-card>
</div>
{% if percentages %}
<div class="col">
<c-ui.info-card color="yellow" icon="fa-solid fa-percent" title="{% trans 'Distribution' %}">
{% for p in percentages.values %}
@@ -260,4 +261,5 @@
{% endfor %}
</c-ui.info-card>
</div>
{% endif %}
</div>
@@ -13,89 +13,172 @@
{% 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">
{# 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 'month_year_picker' %}"
hx-target="#generic-offcanvas-left"
hx-trigger="click, date_picker from:window"
hx-vals='{"month": {{ month }}, "year": {{ year }}, "for": "monthly_overview", "field": "reference_date"}' 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>
{# Action buttons#}
<div class="col-12 col-xl-8">
<c-ui.quick-transactions-buttons
:year="year"
:month="month"
></c-ui.quick-transactions-buttons>
</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="show-loading"
hx-trigger="load, updated from:window, selective_update from:window">
</div>
</div>
<div class="col-12 col-xl-8 order-2 order-xl-1">
<div class="row mb-1">
<div class="col-sm-6 col-12">
{# Filter transactions button #}
<button type="button" class="btn btn-sm btn-outline-primary dropdown-toggle" type="button" data-bs-toggle="collapse" data-bs-target="#collapse-filter" aria-expanded="false" aria-controls="collapse-filter">
<i class="fa-solid fa-filter fa-fw me-2"></i>{% translate 'Filter transactions' %}
</button>
<div class="container px-md-3 py-3 column-gap-5">
<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>
{# Ordering button#}
<div class="col-sm-6 col-12 tw-content-center my-3 my-sm-0">
<div class="text-sm-end" _="on change trigger updated on window">
<label for="order">{% translate "Order by" %}</label>
<select class="tw-border-0 focus-visible:tw-outline-0 w-full pe-2 tw-leading-normal text-bg-tertiary tw-font-medium rounded" name="order" id="order">
<option value="default" {% if order == 'default' %}selected{% endif %}>{% translate 'Default' %}</option>
<option value="older" {% if order == 'older' %}selected{% endif %}>{% translate 'Oldest first' %}</option>
<option value="newer" {% if order == 'newer' %}selected{% endif %}>{% translate 'Newest first' %}</option>
</select>
<div class="tw-text-3xl fw-bold font-monospace tw-w-full text-center"
hx-get="{% url 'month_year_picker' %}"
hx-target="#generic-offcanvas-left"
hx-trigger="click, date_picker from:window"
hx-vals='{"month": {{ month }}, "year": {{ year }}, "for": "monthly_overview", "field": "reference_date"}'
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>
{# Action buttons#}
<div class="col-12 col-xl-8">
<c-ui.quick-transactions-buttons
:year="year"
:month="month"
></c-ui.quick-transactions-buttons>
</div>
</div>
{# Monthly summary#}
<div class="row gx-xl-4 gy-3">
<div class="col-12 col-xl-4 order-0 order-xl-2">
<ul class="nav nav-tabs" id="monthly-summary" role="tablist">
<li class="nav-item" role="presentation">
<button class="nav-link {% if summary_tab == 'summary' %}active{% endif %}"
id="summary-tab"
data-bs-toggle="tab"
data-bs-target="#summary-tab-pane"
type="button"
role="tab"
aria-controls="summary-tab-pane"
_="on click fetch {% url 'monthly_summary_select' selected='summary' %}"
aria-selected="{% if summary_tab == 'summary' or not summary_tab %}true{% else %}false{% endif %}">
{% trans 'Summary' %}
</button>
</li>
<li class="nav-item" role="presentation">
<button class="nav-link {% if summary_tab == 'currency' %}active{% endif %}"
id="currency-tab"
data-bs-toggle="tab"
data-bs-target="#currency-tab-pane"
type="button"
role="tab"
aria-controls="currency-tab-pane"
_="on click fetch {% url 'monthly_summary_select' selected='currency' %}"
aria-selected="{% if summary_tab == 'currency' %}true{% else %}false{% endif %}">
{% trans 'Currencies' %}
</button>
</li>
<li class="nav-item" role="presentation">
<button class="nav-link {% if summary_tab == 'account' %}active{% endif %}"
id="account-tab"
data-bs-toggle="tab"
data-bs-target="#account-tab-pane"
type="button"
role="tab"
aria-controls="account-tab-pane"
_="on click fetch {% url 'monthly_summary_select' selected='account' %}"
aria-selected="{% if summary_tab == 'account' %}true{% else %}false{% endif %}">
{% trans 'Accounts' %}
</button>
</li>
</ul>
<div class="tab-content" id="monthly-summary-content">
<div class="tab-pane fade {% if summary_tab == 'summary' %}show active{% endif %}"
id="summary-tab-pane"
role="tabpanel"
aria-labelledby="summary-tab"
tabindex="0">
<div id="summary"
hx-get="{% url 'monthly_summary' month=month year=year %}"
class="show-loading"
hx-trigger="load, updated from:window, selective_update from:window">
</div>
</div>
<div class="tab-pane fade {% if summary_tab == 'currency' %}show active{% endif %}"
id="currency-tab-pane"
role="tabpanel"
aria-labelledby="currency-tab"
tabindex="0">
<div id="currency-summary"
hx-get="{% url 'monthly_currency_summary' month=month year=year %}"
class="show-loading"
hx-trigger="load, updated from:window, selective_update from:window">
</div>
</div>
<div class="tab-pane fade {% if summary_tab == 'account' %}show active{% endif %}"
id="account-tab-pane"
role="tabpanel"
aria-labelledby="account-tab"
tabindex="0">
<div id="account-summary"
hx-get="{% url 'monthly_account_summary' month=month year=year %}"
class="show-loading"
hx-trigger="load, updated from:window, selective_update from:window">
</div>
</div>
</div>
</div>
{# Filter transactions form#}
<div class="collapse" id="collapse-filter">
<div class="card card-body">
<form _="on change or submit or search trigger updated on window end
<div class="col-12 col-xl-8 order-2 order-xl-1">
<div class="row mb-1">
<div class="col-sm-6 col-12">
{# Filter transactions button #}
<button type="button" class="btn btn-sm btn-outline-primary dropdown-toggle" type="button"
data-bs-toggle="collapse" data-bs-target="#collapse-filter" aria-expanded="false"
aria-controls="collapse-filter">
<i class="fa-solid fa-filter fa-fw me-2"></i>{% translate 'Filter transactions' %}
</button>
</div>
{# Ordering button#}
<div class="col-sm-6 col-12 tw-content-center my-3 my-sm-0">
<div class="text-sm-end" _="on change trigger updated on window">
<label for="order">{% translate "Order by" %}</label>
<select
class="tw-border-0 focus-visible:tw-outline-0 w-full pe-2 tw-leading-normal text-bg-tertiary tw-font-medium rounded"
name="order" id="order">
<option value="default"
{% if order == 'default' %}selected{% endif %}>{% translate 'Default' %}</option>
<option value="older"
{% if order == 'older' %}selected{% endif %}>{% translate 'Oldest first' %}</option>
<option value="newer"
{% if order == 'newer' %}selected{% endif %}>{% translate 'Newest first' %}</option>
</select>
</div>
</div>
</div>
{# Filter transactions form#}
<div class="collapse" id="collapse-filter">
<div class="card card-body">
<form _="on change or submit or search trigger updated on window end
install init_tom_select
install init_datepicker"
id="filter">
{% crispy filter.form %}
</form>
<button class="btn btn-outline-danger btn-sm" _="on click call #filter.reset() then trigger change on #filter">{% translate 'Clear' %}</button>
id="filter">
{% crispy filter.form %}
</form>
<button class="btn btn-outline-danger btn-sm"
_="on click call #filter.reset() then trigger change on #filter">{% translate 'Clear' %}</button>
</div>
</div>
{# Transactions list#}
<div id="transactions"
class="show-loading"
hx-get="{% url 'monthly_transactions_list' month=month year=year %}"
hx-trigger="load, updated from:window" hx-include="#filter, #order">
</div>
</div>
{# Transactions list#}
<div id="transactions"
class="show-loading"
hx-get="{% url 'monthly_transactions_list' month=month year=year %}"
hx-trigger="load, updated from:window" hx-include="#filter, #order">
</div>
</div>
</div>
</div>
{% endblock %}