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feat(insights): new month by month insight
This commit is contained in:
Herculino Trotta
@@ -0,0 +1,254 @@
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{% load i18n %}
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<div hx-get="{% url 'insights_month_by_month' %}" hx-trigger="updated from:window" class="show-loading"
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hx-swap="outerHTML" hx-include="#year-selector, #group-by-selector-month">
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{# Hidden input to hold the year value #}
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<input type="hidden" name="year" id="year-selector" value="{{ selected_year }}" _="on change trigger updated">
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{# Tabs for Categories/Tags/Entities #}
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<div class="h-full text-center mb-4">
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<div class="tabs tabs-box mx-auto w-fit" role="group" id="group-by-selector-month" _="on change trigger updated">
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<label class="tab">
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<input type="radio"
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name="group_by"
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id="categories-view-month"
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autocomplete="off"
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value="categories"
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aria-label="{% trans 'Categories' %}"
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{% if group_by == "categories" %}checked{% endif %}>
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<i class="fa-solid fa-icons fa-fw me-2"></i>
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{% trans 'Categories' %}
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</label>
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<label class="tab">
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<input type="radio"
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name="group_by"
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id="tags-view-month"
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autocomplete="off"
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value="tags"
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aria-label="{% trans 'Tags' %}"
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{% if group_by == "tags" %}checked{% endif %}>
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<i class="fa-solid fa-hashtag fa-fw me-2"></i>
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{% trans 'Tags' %}
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</label>
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<label class="tab">
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<input type="radio"
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name="group_by"
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id="entities-view-month"
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autocomplete="off"
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value="entities"
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aria-label="{% trans 'Entities' %}"
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{% if group_by == "entities" %}checked{% endif %}>
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<i class="fa-solid fa-user-group fa-fw me-2"></i>
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{% trans 'Entities' %}
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</label>
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</div>
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</div>
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{% if data.items %}
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<div class="card bg-base-100 card-border">
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<div class="card-body">
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{# Year dropdown - left aligned #}
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{% if data.available_years %}
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<div class="mb-4">
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<div>
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<button class="btn btn-ghost" type="button"
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data-bs-toggle="dropdown" aria-expanded="false">
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<i class="fa-solid fa-calendar fa-fw me-1"></i>
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{{ selected_year }}
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<i class="fa-solid fa-chevron-down fa-fw ms-1"></i>
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</button>
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<ul class="dropdown-menu menu">
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{% for year in data.available_years %}
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<li>
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<button class="{% if year == selected_year %}menu-active{% endif %}" type="button"
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_="on click remove .menu-active from <li > button/> in the closest <ul/>
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then add .menu-active to me
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then set the value of #year-selector to '{{ year }}'
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then trigger change on #year-selector">
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{{ year }}
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</button>
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</li>
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{% endfor %}
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</ul>
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</div>
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</div>
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{% endif %}
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<div class="overflow-x-auto">
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<table class="table">
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<thead>
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<tr>
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<th scope="col" class="sticky left-0 bg-base-100 z-10">
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{% if group_by == "categories" %}
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{% trans 'Category' %}
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{% elif group_by == "tags" %}
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{% trans 'Tag' %}
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{% else %}
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{% trans 'Entity' %}
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{% endif %}
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</th>
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<th scope="col" class="text-center font-bold">{% trans 'Total' %}</th>
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{% for month in data.months %}
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<th scope="col" class="text-center">
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{% if month == 1 %}{% trans 'Jan' %}
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{% elif month == 2 %}{% trans 'Feb' %}
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{% elif month == 3 %}{% trans 'Mar' %}
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{% elif month == 4 %}{% trans 'Apr' %}
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{% elif month == 5 %}{% trans 'May' %}
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{% elif month == 6 %}{% trans 'Jun' %}
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{% elif month == 7 %}{% trans 'Jul' %}
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{% elif month == 8 %}{% trans 'Aug' %}
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{% elif month == 9 %}{% trans 'Sep' %}
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{% elif month == 10 %}{% trans 'Oct' %}
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{% elif month == 11 %}{% trans 'Nov' %}
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{% elif month == 12 %}{% trans 'Dec' %}
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{% endif %}
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</th>
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{% endfor %}
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</tr>
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</thead>
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<tbody>
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{% for item_id, item in data.items.items %}
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<tr>
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<th class="text-nowrap sticky left-0 bg-base-100 z-10">
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{% if item.name %}
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{{ item.name }}
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{% else %}
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{% if group_by == "categories" %}
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{% trans 'Uncategorized' %}
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{% elif group_by == "tags" %}
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{% trans 'Untagged' %}
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{% else %}
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{% trans 'No entity' %}
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{% endif %}
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{% endif %}
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</th>
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{# Total column for this item #}
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<td class="text-nowrap text-center font-semibold bg-base-200">
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{% for currency_id, currency_data in item.total.currencies.items %}
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<c-amount.display
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:amount="currency_data.final_total"
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:prefix="currency_data.currency.prefix"
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:suffix="currency_data.currency.suffix"
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:decimal_places="currency_data.currency.decimal_places"
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color="{% if currency_data.final_total < 0 %}red{% elif currency_data.final_total > 0 %}green{% endif %}"></c-amount.display>
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{% if currency_data.exchanged %}
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<div class="text-xs text-base-content/60">
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<c-amount.display
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:amount="currency_data.exchanged.final_total"
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:prefix="currency_data.exchanged.currency.prefix"
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:suffix="currency_data.exchanged.currency.suffix"
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:decimal_places="currency_data.exchanged.currency.decimal_places"
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color="{% if currency_data.exchanged.final_total < 0 %}red{% elif currency_data.exchanged.final_total > 0 %}green{% endif %}"></c-amount.display>
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</div>
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{% endif %}
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{% empty %}
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-
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{% endfor %}
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</td>
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{# Month columns #}
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{% for month in data.months %}
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<td class="text-nowrap text-center">
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{% with month_data=item.month_totals %}
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{% for m, m_data in month_data.items %}
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{% if m == month %}
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{% for currency_id, currency_data in m_data.currencies.items %}
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<c-amount.display
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:amount="currency_data.final_total"
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:prefix="currency_data.currency.prefix"
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:suffix="currency_data.currency.suffix"
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:decimal_places="currency_data.currency.decimal_places"
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color="{% if currency_data.final_total < 0 %}red{% elif currency_data.final_total > 0 %}green{% endif %}"></c-amount.display>
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{% if currency_data.exchanged %}
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<div class="text-xs text-base-content/60">
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<c-amount.display
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:amount="currency_data.exchanged.final_total"
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:prefix="currency_data.exchanged.currency.prefix"
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:suffix="currency_data.exchanged.currency.suffix"
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:decimal_places="currency_data.exchanged.currency.decimal_places"
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color="{% if currency_data.exchanged.final_total < 0 %}red{% elif currency_data.exchanged.final_total > 0 %}green{% endif %}"></c-amount.display>
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</div>
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{% endif %}
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{% empty %}
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-
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{% endfor %}
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{% endif %}
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{% empty %}
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-
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{% endfor %}
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{% endwith %}
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</td>
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{% endfor %}
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</tr>
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{% endfor %}
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</tbody>
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<tfoot>
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<tr class="font-bold bg-base-200">
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<th class="sticky left-0 bg-base-200 z-10">{% trans 'Total' %}</th>
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{# Grand total #}
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<td class="text-nowrap text-center bg-base-300">
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{% for currency_id, currency_data in data.grand_total.currencies.items %}
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<c-amount.display
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:amount="currency_data.final_total"
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:prefix="currency_data.currency.prefix"
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:suffix="currency_data.currency.suffix"
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:decimal_places="currency_data.currency.decimal_places"
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color="{% if currency_data.final_total < 0 %}red{% elif currency_data.final_total > 0 %}green{% endif %}"></c-amount.display>
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{% if currency_data.exchanged %}
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<div class="text-xs text-base-content/60">
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<c-amount.display
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:amount="currency_data.exchanged.final_total"
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:prefix="currency_data.exchanged.currency.prefix"
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:suffix="currency_data.exchanged.currency.suffix"
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:decimal_places="currency_data.exchanged.currency.decimal_places"
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color="{% if currency_data.exchanged.final_total < 0 %}red{% elif currency_data.exchanged.final_total > 0 %}green{% endif %}"></c-amount.display>
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</div>
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{% endif %}
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{% empty %}
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-
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{% endfor %}
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</td>
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{# Month totals #}
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{% for month in data.months %}
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<td class="text-nowrap text-center">
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{% with month_total=data.month_totals %}
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{% for m, m_data in month_total.items %}
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{% if m == month %}
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{% for currency_id, currency_data in m_data.currencies.items %}
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<c-amount.display
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:amount="currency_data.final_total"
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:prefix="currency_data.currency.prefix"
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:suffix="currency_data.currency.suffix"
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:decimal_places="currency_data.currency.decimal_places"
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color="{% if currency_data.final_total < 0 %}red{% elif currency_data.final_total > 0 %}green{% endif %}"></c-amount.display>
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{% if currency_data.exchanged %}
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<div class="text-xs text-base-content/60">
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<c-amount.display
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:amount="currency_data.exchanged.final_total"
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:prefix="currency_data.exchanged.currency.prefix"
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:suffix="currency_data.exchanged.currency.suffix"
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:decimal_places="currency_data.exchanged.currency.decimal_places"
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color="{% if currency_data.exchanged.final_total < 0 %}red{% elif currency_data.exchanged.final_total > 0 %}green{% endif %}"></c-amount.display>
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</div>
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{% endif %}
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{% empty %}
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-
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{% endfor %}
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{% endif %}
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{% empty %}
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-
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{% endfor %}
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{% endwith %}
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</td>
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{% endfor %}
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</tr>
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</tfoot>
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</table>
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</div>
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</div>
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</div>
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{% else %}
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<c-msg.empty title="{% translate 'No transactions for this year' %}"></c-msg.empty>
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{% endif %}
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</div>
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