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feat(insights): add tags and entities overview

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This commit is contained in:
Herculino Trotta
2026-09-12 14:31:12 -03:00
parent 5404716a81
commit 3a5e688a90
8 changed files with 689 additions and 1104 deletions
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app/apps/insights/urls.py
+10
View File
@@ -34,6 +34,16 @@ urlpatterns = [
views.category_overview, views.category_overview,
name="category_overview", name="category_overview",
), ),
path(
"insights/tag-overview/",
views.tag_overview,
name="tag_overview",
),
path(
"insights/entity-overview/",
views.entity_overview,
name="entity_overview",
),
path( path(
"insights/late-transactions/", "insights/late-transactions/",
views.late_transactions, views.late_transactions,
app/apps/insights/utils/category_overview.py
-504
View File
@@ -1,504 +0,0 @@
from decimal import Decimal
from django.db import models
from django.db.models import Sum, Case, When, Value, DecimalField
from django.db.models.functions import Coalesce
from apps.transactions.models import Transaction
from apps.currencies.models import Currency
from apps.currencies.utils.convert import convert
def get_categories_totals(
transactions_queryset, ignore_empty=False, show_entities=False
):
# Step 1: Aggregate transaction data by category and currency.
# This query calculates the total current and projected income/expense for each
# category by grouping transactions and summing up their amounts based on their
# type (income/expense) and payment status (paid/unpaid).
category_currency_metrics = (
transactions_queryset.values(
"category",
"category__name",
"account__currency",
"account__currency__code",
"account__currency__name",
"account__currency__decimal_places",
"account__currency__prefix",
"account__currency__suffix",
"account__currency__exchange_currency",
)
.annotate(
expense_current=Coalesce(
Sum(
Case(
When(
type=Transaction.Type.EXPENSE, is_paid=True, then="amount"
),
default=Value(0),
output_field=models.DecimalField(),
)
),
Decimal("0"),
),
expense_projected=Coalesce(
Sum(
Case(
When(
type=Transaction.Type.EXPENSE, is_paid=False, then="amount"
),
default=Value(0),
output_field=models.DecimalField(),
)
),
Decimal("0"),
),
income_current=Coalesce(
Sum(
Case(
When(type=Transaction.Type.INCOME, is_paid=True, then="amount"),
default=Value(0),
output_field=models.DecimalField(),
)
),
Decimal("0"),
),
income_projected=Coalesce(
Sum(
Case(
When(
type=Transaction.Type.INCOME, is_paid=False, then="amount"
),
default=Value(0),
output_field=models.DecimalField(),
)
),
Decimal("0"),
),
)
.order_by("category__name")
)
# Step 2: Aggregate transaction data by tag, category, and currency.
# This is similar to the category metrics but adds tags to the grouping,
# allowing for a breakdown of totals by tag within each category. It also
# handles untagged transactions, where the 'tags' field is None.
tag_metrics = transactions_queryset.values(
"category",
"tags",
"tags__name",
"account__currency",
"account__currency__code",
"account__currency__name",
"account__currency__decimal_places",
"account__currency__prefix",
"account__currency__suffix",
"account__currency__exchange_currency",
).annotate(
expense_current=Coalesce(
Sum(
Case(
When(type=Transaction.Type.EXPENSE, is_paid=True, then="amount"),
default=Value(0),
output_field=models.DecimalField(),
)
),
Decimal("0"),
),
expense_projected=Coalesce(
Sum(
Case(
When(type=Transaction.Type.EXPENSE, is_paid=False, then="amount"),
default=Value(0),
output_field=models.DecimalField(),
)
),
Decimal("0"),
),
income_current=Coalesce(
Sum(
Case(
When(type=Transaction.Type.INCOME, is_paid=True, then="amount"),
default=Value(0),
output_field=models.DecimalField(),
)
),
Decimal("0"),
),
income_projected=Coalesce(
Sum(
Case(
When(type=Transaction.Type.INCOME, is_paid=False, then="amount"),
default=Value(0),
output_field=models.DecimalField(),
)
),
Decimal("0"),
),
)
# Step 3: Initialize the main dictionary to structure the final results.
# The data will be organized hierarchically: category -> currency -> tags -> entities.
result = {}
# Step 4: Process the aggregated category metrics to build the initial result structure.
# This loop iterates through each category's metrics and populates the `result` dict.
for metric in category_currency_metrics:
# Skip empty categories if ignore_empty is True
if ignore_empty and all(
metric[field] == Decimal("0")
for field in [
"expense_current",
"expense_projected",
"income_current",
"income_projected",
]
):
continue
# Calculate derived totals
total_current = metric["income_current"] - metric["expense_current"]
total_projected = metric["income_projected"] - metric["expense_projected"]
total_income = metric["income_current"] + metric["income_projected"]
total_expense = metric["expense_current"] + metric["expense_projected"]
total_final = total_current + total_projected
category_id = metric["category"]
currency_id = metric["account__currency"]
if category_id not in result:
result[category_id] = {
"name": metric["category__name"],
"currencies": {},
"tags": {}, # Add tags container
}
# Add currency data
currency_data = {
"currency": {
"code": metric["account__currency__code"],
"name": metric["account__currency__name"],
"decimal_places": metric["account__currency__decimal_places"],
"prefix": metric["account__currency__prefix"],
"suffix": metric["account__currency__suffix"],
},
"expense_current": metric["expense_current"],
"expense_projected": metric["expense_projected"],
"total_expense": total_expense,
"income_current": metric["income_current"],
"income_projected": metric["income_projected"],
"total_income": total_income,
"total_current": total_current,
"total_projected": total_projected,
"total_final": total_final,
}
# Step 4a: Handle currency conversion for category totals if an exchange currency is defined.
if metric["account__currency__exchange_currency"]:
from_currency = Currency.objects.get(id=currency_id)
exchange_currency = Currency.objects.get(
id=metric["account__currency__exchange_currency"]
)
exchanged = {}
for field in [
"expense_current",
"expense_projected",
"income_current",
"income_projected",
"total_income",
"total_expense",
"total_current",
"total_projected",
"total_final",
]:
amount, prefix, suffix, decimal_places = convert(
amount=currency_data[field],
from_currency=from_currency,
to_currency=exchange_currency,
)
if amount is not None:
exchanged[field] = amount
if "currency" not in exchanged:
exchanged["currency"] = {
"prefix": prefix,
"suffix": suffix,
"decimal_places": decimal_places,
"code": exchange_currency.code,
"name": exchange_currency.name,
}
if exchanged:
currency_data["exchanged"] = exchanged
result[category_id]["currencies"][currency_id] = currency_data
# Step 5: Process the aggregated tag metrics and integrate them into the result structure.
for tag_metric in tag_metrics:
category_id = tag_metric["category"]
tag_id = tag_metric["tags"] # Will be None for untagged transactions
if category_id in result:
# Initialize the tag container if not exists
if "tags" not in result[category_id]:
result[category_id]["tags"] = {}
# Determine if this is a tagged or untagged transaction
tag_key = tag_id if tag_id is not None else "untagged"
tag_name = tag_metric["tags__name"] if tag_id is not None else None
if tag_key not in result[category_id]["tags"]:
result[category_id]["tags"][tag_key] = {
"name": tag_name,
"currencies": {},
"entities": {},
}
currency_id = tag_metric["account__currency"]
# Calculate tag totals
tag_total_current = (
tag_metric["income_current"] - tag_metric["expense_current"]
)
tag_total_projected = (
tag_metric["income_projected"] - tag_metric["expense_projected"]
)
tag_total_income = (
tag_metric["income_current"] + tag_metric["income_projected"]
)
tag_total_expense = (
tag_metric["expense_current"] + tag_metric["expense_projected"]
)
tag_total_final = tag_total_current + tag_total_projected
tag_currency_data = {
"currency": {
"code": tag_metric["account__currency__code"],
"name": tag_metric["account__currency__name"],
"decimal_places": tag_metric["account__currency__decimal_places"],
"prefix": tag_metric["account__currency__prefix"],
"suffix": tag_metric["account__currency__suffix"],
},
"expense_current": tag_metric["expense_current"],
"expense_projected": tag_metric["expense_projected"],
"total_expense": tag_total_expense,
"income_current": tag_metric["income_current"],
"income_projected": tag_metric["income_projected"],
"total_income": tag_total_income,
"total_current": tag_total_current,
"total_projected": tag_total_projected,
"total_final": tag_total_final,
}
# Step 5a: Handle currency conversion for tag totals.
if tag_metric["account__currency__exchange_currency"]:
from_currency = Currency.objects.get(id=currency_id)
exchange_currency = Currency.objects.get(
id=tag_metric["account__currency__exchange_currency"]
)
exchanged = {}
for field in [
"expense_current",
"expense_projected",
"income_current",
"income_projected",
"total_income",
"total_expense",
"total_current",
"total_projected",
"total_final",
]:
amount, prefix, suffix, decimal_places = convert(
amount=tag_currency_data[field],
from_currency=from_currency,
to_currency=exchange_currency,
)
if amount is not None:
exchanged[field] = amount
if "currency" not in exchanged:
exchanged["currency"] = {
"prefix": prefix,
"suffix": suffix,
"decimal_places": decimal_places,
"code": exchange_currency.code,
"name": exchange_currency.name,
}
if exchanged:
tag_currency_data["exchanged"] = exchanged
result[category_id]["tags"][tag_key]["currencies"][
currency_id
] = tag_currency_data
# Step 6: If requested, aggregate and process entity-level data.
if show_entities:
entity_metrics = transactions_queryset.values(
"category",
"tags",
"entities",
"entities__name",
"account__currency",
"account__currency__code",
"account__currency__name",
"account__currency__decimal_places",
"account__currency__prefix",
"account__currency__suffix",
"account__currency__exchange_currency",
).annotate(
expense_current=Coalesce(
Sum(
Case(
When(
type=Transaction.Type.EXPENSE, is_paid=True, then="amount"
),
default=Value(0),
output_field=models.DecimalField(),
)
),
Decimal("0"),
),
expense_projected=Coalesce(
Sum(
Case(
When(
type=Transaction.Type.EXPENSE, is_paid=False, then="amount"
),
default=Value(0),
output_field=models.DecimalField(),
)
),
Decimal("0"),
),
income_current=Coalesce(
Sum(
Case(
When(type=Transaction.Type.INCOME, is_paid=True, then="amount"),
default=Value(0),
output_field=models.DecimalField(),
)
),
Decimal("0"),
),
income_projected=Coalesce(
Sum(
Case(
When(
type=Transaction.Type.INCOME, is_paid=False, then="amount"
),
default=Value(0),
output_field=models.DecimalField(),
)
),
Decimal("0"),
),
)
for entity_metric in entity_metrics:
category_id = entity_metric["category"]
tag_id = entity_metric["tags"]
entity_id = entity_metric["entities"]
if category_id in result:
tag_key = tag_id if tag_id is not None else "untagged"
if tag_key in result[category_id]["tags"]:
entity_key = entity_id if entity_id is not None else "no_entity"
entity_name = (
entity_metric["entities__name"]
if entity_id is not None
else None
)
if "entities" not in result[category_id]["tags"][tag_key]:
result[category_id]["tags"][tag_key]["entities"] = {}
if (
entity_key
not in result[category_id]["tags"][tag_key]["entities"]
):
result[category_id]["tags"][tag_key]["entities"][entity_key] = {
"name": entity_name,
"currencies": {},
}
currency_id = entity_metric["account__currency"]
entity_total_current = (
entity_metric["income_current"]
- entity_metric["expense_current"]
)
entity_total_projected = (
entity_metric["income_projected"]
- entity_metric["expense_projected"]
)
entity_total_income = (
entity_metric["income_current"]
+ entity_metric["income_projected"]
)
entity_total_expense = (
entity_metric["expense_current"]
+ entity_metric["expense_projected"]
)
entity_total_final = entity_total_current + entity_total_projected
entity_currency_data = {
"currency": {
"code": entity_metric["account__currency__code"],
"name": entity_metric["account__currency__name"],
"decimal_places": entity_metric[
"account__currency__decimal_places"
],
"prefix": entity_metric["account__currency__prefix"],
"suffix": entity_metric["account__currency__suffix"],
},
"expense_current": entity_metric["expense_current"],
"expense_projected": entity_metric["expense_projected"],
"total_expense": entity_total_expense,
"income_current": entity_metric["income_current"],
"income_projected": entity_metric["income_projected"],
"total_income": entity_total_income,
"total_current": entity_total_current,
"total_projected": entity_total_projected,
"total_final": entity_total_final,
}
if entity_metric["account__currency__exchange_currency"]:
from_currency = Currency.objects.get(id=currency_id)
exchange_currency = Currency.objects.get(
id=entity_metric["account__currency__exchange_currency"]
)
exchanged = {}
for field in [
"expense_current",
"expense_projected",
"income_current",
"income_projected",
"total_income",
"total_expense",
"total_current",
"total_projected",
"total_final",
]:
amount, prefix, suffix, decimal_places = convert(
amount=entity_currency_data[field],
from_currency=from_currency,
to_currency=exchange_currency,
)
if amount is not None:
exchanged[field] = amount
if "currency" not in exchanged:
exchanged["currency"] = {
"prefix": prefix,
"suffix": suffix,
"decimal_places": decimal_places,
"code": exchange_currency.code,
"name": exchange_currency.name,
}
if exchanged:
entity_currency_data["exchanged"] = exchanged
result[category_id]["tags"][tag_key]["entities"][entity_key][
"currencies"
][currency_id] = entity_currency_data
return result
app/apps/insights/utils/overview.py
+236
View File
@@ -0,0 +1,236 @@
from decimal import Decimal
from django.db import models
from django.db.models import Sum, Case, When, Value
from django.db.models.functions import Coalesce
from apps.currencies.models import Currency
from apps.currencies.utils.convert import convert
from apps.transactions.models import Transaction
# Grouping levels an overview can be built from. Any ordering of these keys is a
# valid hierarchy, which is what makes the categories, tags and entities
# overviews the same view with a different level order.
LEVELS = {
"categories": {"field": "category", "name": "category__name"},
"tags": {"field": "tags", "name": "tags__name"},
"entities": {"field": "entities", "name": "entities__name"},
}
CURRENCY_FIELDS = (
"account__currency",
"account__currency__code",
"account__currency__name",
"account__currency__decimal_places",
"account__currency__prefix",
"account__currency__suffix",
"account__currency__exchange_currency",
)
# Aggregated amounts, plus the totals derived from them. Every one of these is
# converted when the account's currency has an exchange currency.
AGGREGATED_FIELDS = (
"expense_current",
"expense_projected",
"income_current",
"income_projected",
)
TOTAL_FIELDS = (
"total_income",
"total_expense",
"total_current",
"total_projected",
"total_final",
)
# Fields picked for display, per "showing" mode. Doing it here keeps the
# templates down to one branch per cell instead of one per mode.
SHOWN_FIELDS = {
"current": ("income_current", "expense_current", "total_current"),
"projected": ("income_projected", "expense_projected", "total_projected"),
"final": ("total_income", "total_expense", "total_final"),
}
# Key used for rows where the grouping field is null (untagged transactions, for
# instance). None is already a meaningful key for the top level, so children use
# a sentinel string to keep the dictionaries JSON serializable.
NO_VALUE = "none"
def _child_key(value):
return NO_VALUE if value is None else value
def _sum_of(transaction_type, is_paid):
return Coalesce(
Sum(
Case(
When(type=transaction_type, is_paid=is_paid, then="amount"),
default=Value(0),
output_field=models.DecimalField(),
)
),
Decimal("0"),
)
def _aggregate(transactions_queryset, group_fields, name_field):
"""Sum income/expense per currency, grouped by the given fields."""
return (
transactions_queryset.values(*group_fields, name_field, *CURRENCY_FIELDS)
.annotate(
expense_current=_sum_of(Transaction.Type.EXPENSE, is_paid=True),
expense_projected=_sum_of(Transaction.Type.EXPENSE, is_paid=False),
income_current=_sum_of(Transaction.Type.INCOME, is_paid=True),
income_projected=_sum_of(Transaction.Type.INCOME, is_paid=False),
)
.order_by(name_field)
)
def _build_currency_data(metric, showing):
"""Turn one aggregated row into the currency payload the templates read."""
total_current = metric["income_current"] - metric["expense_current"]
total_projected = metric["income_projected"] - metric["expense_projected"]
currency_data = {
"currency": {
"code": metric["account__currency__code"],
"name": metric["account__currency__name"],
"decimal_places": metric["account__currency__decimal_places"],
"prefix": metric["account__currency__prefix"],
"suffix": metric["account__currency__suffix"],
},
"expense_current": metric["expense_current"],
"expense_projected": metric["expense_projected"],
"total_expense": metric["expense_current"] + metric["expense_projected"],
"income_current": metric["income_current"],
"income_projected": metric["income_projected"],
"total_income": metric["income_current"] + metric["income_projected"],
"total_current": total_current,
"total_projected": total_projected,
"total_final": total_current + total_projected,
}
income, expense, total = SHOWN_FIELDS.get(showing, SHOWN_FIELDS["final"])
currency_data["shown"] = {
"income": currency_data[income],
"expense": currency_data[expense],
"total": currency_data[total],
}
if metric["account__currency__exchange_currency"]:
from_currency = Currency.objects.get(id=metric["account__currency"])
exchange_currency = Currency.objects.get(
id=metric["account__currency__exchange_currency"]
)
exchanged = {}
for field in AGGREGATED_FIELDS + TOTAL_FIELDS:
amount, prefix, suffix, decimal_places = convert(
amount=currency_data[field],
from_currency=from_currency,
to_currency=exchange_currency,
)
if amount is not None:
exchanged[field] = amount
if "currency" not in exchanged:
exchanged["currency"] = {
"prefix": prefix,
"suffix": suffix,
"decimal_places": decimal_places,
"code": exchange_currency.code,
"name": exchange_currency.name,
}
if exchanged:
currency_data["exchanged"] = exchanged
return currency_data
def get_grouped_totals(
transactions_queryset, levels, showing="final", ignore_empty=False, depth=1
):
"""
Build a nested income/expense breakdown of ``transactions_queryset``.
``showing`` picks which set of amounts lands in each row's ``shown`` key:
``current`` (paid only), ``projected`` (unpaid only) or ``final`` (both).
``levels`` is an ordered sequence of keys from ``LEVELS`` describing the
hierarchy (e.g. ``("categories", "tags", "entities")``); ``depth`` says how
many of those levels to actually aggregate, so the caller only pays for the
rows it is going to show.
Returns a dict keyed by the first level's id::
{
id: {
"name": str | None,
"search_path": str,
"currencies": {currency_id: {...}},
"children": {id: {"name": ..., "currencies": ..., "children": ...}},
}
}
A null grouping value keeps ``None`` as the key at the top level and uses
``NO_VALUE`` further down; ``name`` is ``None`` in both cases so templates
can render the label that fits the level.
"""
levels = [level for level in levels if level in LEVELS][: max(depth, 1)]
if not levels:
return {}
fields = [LEVELS[level]["field"] for level in levels]
names = [LEVELS[level]["name"] for level in levels]
result = {}
for metric in _aggregate(transactions_queryset, fields[:1], names[0]):
if ignore_empty and all(
metric[field] == Decimal("0") for field in AGGREGATED_FIELDS
):
continue
node = result.setdefault(
metric[fields[0]],
{
"name": metric[names[0]],
"search_path": f"{len(result)}/",
"currencies": {},
"children": {},
},
)
node["currencies"][metric["account__currency"]] = _build_currency_data(
metric, showing
)
# Each extra level is aggregated on its own and grafted onto the node its
# parent ids point at, so a child of a skipped (empty) parent is dropped.
for index in range(1, len(levels)):
for metric in _aggregate(
transactions_queryset, fields[: index + 1], names[index]
):
node = result.get(metric[fields[0]])
for parent_field in fields[1:index]:
if node is None:
break
node = node["children"].get(_child_key(metric[parent_field]))
if node is None:
continue
child = node["children"].setdefault(
_child_key(metric[fields[index]]),
{
"name": metric[names[index]],
"search_path": f"{node['search_path']}{len(node['children'])}/",
"currencies": {},
"children": {},
},
)
child["currencies"][metric["account__currency"]] = _build_currency_data(
metric, showing
)
return result
app/apps/insights/views.py
+94 -44
View File
@@ -4,7 +4,9 @@ from dateutil.relativedelta import relativedelta
from django.contrib.auth.decorators import login_required from django.contrib.auth.decorators import login_required
from django.db.models import Sum from django.db.models import Sum
from django.shortcuts import render from django.shortcuts import render
from django.urls import reverse
from django.utils import timezone from django.utils import timezone
from django.utils.translation import gettext_lazy as _
from django.views.decorators.http import require_http_methods from django.views.decorators.http import require_http_methods
from apps.common.decorators.htmx import only_htmx from apps.common.decorators.htmx import only_htmx
@@ -20,7 +22,7 @@ from apps.insights.utils.category_explorer import (
get_category_sums_by_account, get_category_sums_by_account,
get_category_sums_by_currency, get_category_sums_by_currency,
) )
from apps.insights.utils.category_overview import get_categories_totals from apps.insights.utils.overview import get_grouped_totals
from apps.insights.utils.sankey import ( from apps.insights.utils.sankey import (
generate_sankey_data_by_account, generate_sankey_data_by_account,
generate_sankey_data_by_currency, generate_sankey_data_by_currency,
@@ -31,6 +33,81 @@ from apps.insights.utils.month_by_month import get_month_by_month_data
from apps.transactions.models import TransactionCategory, Transaction from apps.transactions.models import TransactionCategory, Transaction
from apps.transactions.utils.calculations import calculate_currency_totals from apps.transactions.utils.calculations import calculate_currency_totals
# Labels for the grouping levels an overview can be built from. The overviews
# only differ by which level sits at the top, so everything user facing lives
# here instead of in three near identical views and templates.
OVERVIEW_LEVELS = {
"categories": {
"label": _("Categories"),
"singular": _("Category"),
"empty": _("Uncategorized"),
"empty_message": _("No categories"),
"icon": "fa-solid fa-icons",
},
"tags": {
"label": _("Tags"),
"singular": _("Tag"),
"empty": _("Untagged"),
"empty_message": _("No tags"),
"icon": "fa-solid fa-hashtag",
},
"entities": {
"label": _("Entities"),
"singular": _("Entity"),
"empty": _("No entity"),
"empty_message": _("No entities"),
"icon": "fa-solid fa-user-group",
},
}
def _render_overview(request, levels, url_name):
"""Render the overview table/chart for ``levels``, top level first."""
session_prefix = f"insights_{levels[0]}_overview"
def setting(name, default, cast=None):
key = f"{session_prefix}_{name}"
if name in request.GET:
value = cast(request.GET[name]) if cast else request.GET[name]
request.session[key] = value
return value
return request.session.get(key, default)
view_type = setting("view_type", "table")
showing = setting("showing", "final")
show_level_2 = setting("show_level_2", True, cast=lambda value: value == "on")
show_level_3 = setting("show_level_3", False, cast=lambda value: value == "on")
if show_level_2:
depth = 3 if show_level_3 else 2
else:
depth = 1
total_table = get_grouped_totals(
transactions_queryset=get_transactions(request, include_silent=True),
levels=levels,
showing=showing,
ignore_empty=False,
depth=depth,
)
return render(
request,
"insights/fragments/overview/index.html",
{
"total_table": total_table,
"refresh_url": reverse(url_name),
"view_type": view_type,
"showing": showing,
"show_level_2": show_level_2,
"show_level_3": show_level_3,
"level_1": OVERVIEW_LEVELS[levels[0]],
"level_2": OVERVIEW_LEVELS[levels[1]],
"level_3": OVERVIEW_LEVELS[levels[2]],
"empty_message": OVERVIEW_LEVELS[levels[0]]["empty_message"],
},
)
@login_required @login_required
@require_http_methods(["GET"]) @require_http_methods(["GET"])
@@ -174,51 +251,24 @@ def category_sum_by_currency(request):
@login_required @login_required
@require_http_methods(["GET"]) @require_http_methods(["GET"])
def category_overview(request): def category_overview(request):
if "view_type" in request.GET: return _render_overview(
view_type = request.GET["view_type"] request, ("categories", "tags", "entities"), "category_overview"
request.session["insights_category_explorer_view_type"] = view_type
else:
view_type = request.session.get("insights_category_explorer_view_type", "table")
if "show_tags" in request.GET:
show_tags = request.GET["show_tags"] == "on"
request.session["insights_category_explorer_show_tags"] = show_tags
else:
show_tags = request.session.get("insights_category_explorer_show_tags", True)
if "show_entities" in request.GET:
show_entities = request.GET["show_entities"] == "on"
request.session["insights_category_explorer_show_entities"] = show_entities
else:
show_entities = request.session.get(
"insights_category_explorer_show_entities", False
)
if "showing" in request.GET:
showing = request.GET["showing"]
request.session["insights_category_explorer_showing"] = showing
else:
showing = request.session.get("insights_category_explorer_showing", "final")
# Get filtered transactions
transactions = get_transactions(request, include_silent=True)
total_table = get_categories_totals(
transactions_queryset=transactions,
ignore_empty=False,
show_entities=show_entities,
) )
return render(
request, @only_htmx
"insights/fragments/category_overview/index.html", @login_required
{ @require_http_methods(["GET"])
"total_table": total_table, def tag_overview(request):
"view_type": view_type, return _render_overview(request, ("tags", "categories", "entities"), "tag_overview")
"show_tags": show_tags,
"show_entities": show_entities,
"showing": showing, @only_htmx
}, @login_required
@require_http_methods(["GET"])
def entity_overview(request):
return _render_overview(
request, ("entities", "categories", "tags"), "entity_overview"
) )
app/templates/insights/fragments/category_overview/index.html
-556
View File
@@ -1,556 +0,0 @@
{% load i18n %}
<div hx-get="{% url 'category_overview' %}" hx-trigger="updated from:window" class="show-loading" hx-swap="outerHTML"
hx-include="#picker-form, #picker-type, #view-type, #show-tags, #showing, #show-entities">
<div class="h-full text-center mb-4">
<div class="tabs tabs-box mx-auto w-fit" role="group" id="view-type" _="on change trigger updated">
<label class="tab">
<input type="radio"
name="view_type"
id="table-view"
autocomplete="off"
value="table"
aria-label="{% trans 'Table' %}"
{% if view_type == "table" %}checked{% endif %}>
<i class="fa-solid fa-table fa-fw me-2"></i>
{% trans 'Table' %}
</label>
<label class="tab">
<input type="radio"
name="view_type"
id="bars-view"
autocomplete="off"
value="bars"
aria-label="{% trans 'Bars' %}"
{% if view_type == "bars" %}checked{% endif %}>
<i class="fa-solid fa-chart-bar fa-fw me-2"></i>
{% trans 'Bars' %}
</label>
</div>
</div>
<div class="my-3 flex flex-col gap-3 md:flex-row justify-between">
<div class="flex gap-4">
{% if view_type == 'table' %}
<div id="show-tags">
<label class="label">
<input type="hidden" name="show_tags" value="off">
<input type="checkbox" class="toggle toggle-primary toggle-sm" id="show-tags-switch" name="show_tags"
_="on change trigger updated" {% if show_tags %}checked{% endif %}>
<span>
{% trans 'Tags' %}
</span>
<c-ui.help-icon
content="{% trans 'Transaction amounts associated with multiple tags will be counted once for each tag' %}"
icon="fa-solid fa-circle-exclamation"></c-ui.help-icon>
</label>
</div>
<div id="show-entities" class="{% if not show_tags %}hidden{% endif %}">
<label class="label">
<input type="hidden" name="show_entities" value="off">
<input type="checkbox" class="toggle toggle-primary toggle-sm" id="show-entities-switch"
name="show_entities"
_="on change trigger updated" {% if show_entities %}checked{% endif %}>
<span>
{% trans 'Entities' %}
</span>
<c-ui.help-icon
content="{% trans 'Transaction amounts associated with multiple tags will be counted once for each tag' %}"
icon="fa-solid fa-circle-exclamation"></c-ui.help-icon>
</label>
</div>
{% endif %}
</div>
<div class="join" role="group" id="showing" _="on change trigger updated">
<input type="radio" class="join-item btn btn-outline btn-primary btn-sm" name="showing" id="showing-projected"
autocomplete="off" aria-label="{% trans 'Projected' %}"
value="projected" {% if showing == 'projected' %}checked{% endif %}>
<input type="radio" class="join-item btn btn-outline btn-primary btn-sm" name="showing" id="showing-current"
autocomplete="off" value="current" aria-label="{% trans 'Current' %}"
{% if showing == 'current' %}checked{% endif %}>
<input type="radio" class="join-item btn btn-outline btn-primary btn-sm" name="showing" id="showing-final"
autocomplete="off" value="final" aria-label="{% trans 'Final total' %}"
{% if showing == 'final' %}checked{% endif %}>
</div>
</div>
{% if total_table %}
{% if view_type == "table" %}
<div class="card bg-base-100 card-border">
<div class="card-body">
<c-config.search></c-config.search>
<div class="overflow-x-auto">
<table class="table">
<thead>
<tr>
<th scope="col">{% trans 'Category' %}</th>
<th scope="col">{% trans 'Income' %}</th>
<th scope="col">{% trans 'Expense' %}</th>
<th scope="col">{% trans 'Total' %}</th>
</tr>
</thead>
<tbody>
{% for category in total_table.values %}
{# Category row #}
<tr class="font-semibold" data-search-path="{{ forloop.counter0 }}/">
<th class="text-nowrap">{% if category.name %}{{ category.name }}{% else %}{% trans 'Uncategorized' %}{% endif %}</th>
<td class="text-nowrap">
{% for currency in category.currencies.values %}
{% if showing == 'current' and currency.income_current != 0 %}
<c-amount.display
:amount="currency.income_current"
:prefix="currency.currency.prefix"
:suffix="currency.currency.suffix"
:decimal_places="currency.currency.decimal_places"
color="green"></c-amount.display>
{% elif showing == 'projected' and currency.income_projected != 0 %}
<c-amount.display
:amount="currency.income_projected"
:prefix="currency.currency.prefix"
:suffix="currency.currency.suffix"
:decimal_places="currency.currency.decimal_places"
color="green"></c-amount.display>
{% elif showing == 'final' and currency.total_income != 0 %}
<c-amount.display
:amount="currency.total_income"
:prefix="currency.currency.prefix"
:suffix="currency.currency.suffix"
:decimal_places="currency.currency.decimal_places"
color="green"></c-amount.display>
{% else %}
<div>-</div>
{% endif %}
{% endfor %}
</td>
<td class="text-nowrap">
{% for currency in category.currencies.values %}
{% if showing == 'current' and currency.expense_current != 0 %}
<c-amount.display
:amount="currency.expense_current"
:prefix="currency.currency.prefix"
:suffix="currency.currency.suffix"
:decimal_places="currency.currency.decimal_places"
color="red"></c-amount.display>
{% elif showing == 'projected' and currency.expense_projected != 0 %}
<c-amount.display
:amount="currency.expense_projected"
:prefix="currency.currency.prefix"
:suffix="currency.currency.suffix"
:decimal_places="currency.currency.decimal_places"
color="red"></c-amount.display>
{% elif showing == 'final' and currency.total_expense != 0 %}
<c-amount.display
:amount="currency.total_expense"
:prefix="currency.currency.prefix"
:suffix="currency.currency.suffix"
:decimal_places="currency.currency.decimal_places"
color="red"></c-amount.display>
{% else %}
<div>-</div>
{% endif %}
{% endfor %}
</td>
<td class="text-nowrap">
{% for currency in category.currencies.values %}
{% if showing == 'current' and currency.total_current != 0 %}
<c-amount.display
:amount="currency.total_current"
:prefix="currency.currency.prefix"
:suffix="currency.currency.suffix"
:decimal_places="currency.currency.decimal_places"
color="{% if currency.total_final < 0 %}red{% else %}green{% endif %}"></c-amount.display>
{% elif showing == 'projected' and currency.total_projected != 0 %}
<c-amount.display
:amount="currency.total_projected"
:prefix="currency.currency.prefix"
:suffix="currency.currency.suffix"
:decimal_places="currency.currency.decimal_places"
color="{% if currency.total_final < 0 %}red{% else %}green{% endif %}"></c-amount.display>
{% elif showing == 'final' and currency.total_final != 0 %}
<c-amount.display
:amount="currency.total_final"
:prefix="currency.currency.prefix"
:suffix="currency.currency.suffix"
:decimal_places="currency.currency.decimal_places"
color="{% if currency.total_final < 0 %}red{% else %}green{% endif %}"></c-amount.display>
{% else %}
<div>-</div>
{% endif %}
{% endfor %}
</td>
</tr>
<!-- Tag rows -->
{% if show_tags %}
{% for tag_id, tag in category.tags.items %}
{% if tag.name or not tag.name and category.tags.values|length > 1 %}
<tr class="bg-base-200"
data-search-path="{{ forloop.parentloop.counter0 }}/{{ forloop.counter0 }}/">
<td class="ps-6 text-nowrap">
<i class="fa-solid fa-hashtag fa-fw me-2 text-base-content/60"></i>{% if tag.name %}{{ tag.name }}{% else %}{% trans 'Untagged' %}{% endif %}
</td>
<td class="text-nowrap">
{% for currency in tag.currencies.values %}
{% if showing == 'current' and currency.income_current != 0 %}
<c-amount.display
:amount="currency.income_current"
:prefix="currency.currency.prefix"
:suffix="currency.currency.suffix"
:decimal_places="currency.currency.decimal_places"
color="green"></c-amount.display>
{% elif showing == 'projected' and currency.income_projected != 0 %}
<c-amount.display
:amount="currency.income_projected"
:prefix="currency.currency.prefix"
:suffix="currency.currency.suffix"
:decimal_places="currency.currency.decimal_places"
color="green"></c-amount.display>
{% elif showing == 'final' and currency.total_income != 0 %}
<c-amount.display
:amount="currency.total_income"
:prefix="currency.currency.prefix"
:suffix="currency.currency.suffix"
:decimal_places="currency.currency.decimal_places"
color="green"></c-amount.display>
{% else %}
<div>-</div>
{% endif %}
{% endfor %}
</td>
<td class="text-nowrap">
{% for currency in tag.currencies.values %}
{% if showing == 'current' and currency.expense_current != 0 %}
<c-amount.display
:amount="currency.expense_current"
:prefix="currency.currency.prefix"
:suffix="currency.currency.suffix"
:decimal_places="currency.currency.decimal_places"
color="red"></c-amount.display>
{% elif showing == 'projected' and currency.expense_projected != 0 %}
<c-amount.display
:amount="currency.expense_projected"
:prefix="currency.currency.prefix"
:suffix="currency.currency.suffix"
:decimal_places="currency.currency.decimal_places"
color="red"></c-amount.display>
{% elif showing == 'final' and currency.total_expense != 0 %}
<c-amount.display
:amount="currency.total_expense"
:prefix="currency.currency.prefix"
:suffix="currency.currency.suffix"
:decimal_places="currency.currency.decimal_places"
color="red"></c-amount.display>
{% else %}
<div>-</div>
{% endif %}
{% endfor %}
</td>
<td class="text-nowrap">
{% for currency in tag.currencies.values %}
{% if showing == 'current' and currency.total_current != 0 %}
<c-amount.display
:amount="currency.total_current"
:prefix="currency.currency.prefix"
:suffix="currency.currency.suffix"
:decimal_places="currency.currency.decimal_places"
color="{% if currency.total_final < 0 %}red{% else %}green{% endif %}"></c-amount.display>
{% elif showing == 'projected' and currency.total_projected != 0 %}
<c-amount.display
:amount="currency.total_projected"
:prefix="currency.currency.prefix"
:suffix="currency.currency.suffix"
:decimal_places="currency.currency.decimal_places"
color="{% if currency.total_final < 0 %}red{% else %}green{% endif %}"></c-amount.display>
{% elif showing == 'final' and currency.total_final != 0 %}
<c-amount.display
:amount="currency.total_final"
:prefix="currency.currency.prefix"
:suffix="currency.currency.suffix"
:decimal_places="currency.currency.decimal_places"
color="{% if currency.total_final < 0 %}red{% else %}green{% endif %}"></c-amount.display>
{% else %}
<div>-</div>
{% endif %}
{% endfor %}
</td>
</tr>
{# Entity rows #}
{% if show_entities %}
{% for entity_id, entity in tag.entities.items %}
{% if entity.name or not entity.name and tag.entities.values|length > 1 %}
<tr class="bg-base-300"
data-search-path="{{ forloop.parentloop.parentloop.counter0 }}/{{ forloop.parentloop.counter0 }}/{{ forloop.counter0 }}/">
<td class="ps-10 text-nowrap">
<i class="fa-solid fa-user-group fa-fw me-2 text-base-content/60"></i>{% if entity.name %}{{ entity.name }}{% else %}{% trans 'No entity' %}{% endif %}
</td>
<td class="text-nowrap">
{% for currency in entity.currencies.values %}
{% if showing == 'current' and currency.income_current != 0 %}
<c-amount.display
:amount="currency.income_current"
:prefix="currency.currency.prefix"
:suffix="currency.currency.suffix"
:decimal_places="currency.currency.decimal_places"
color="green"></c-amount.display>
{% elif showing == 'projected' and currency.income_projected != 0 %}
<c-amount.display
:amount="currency.income_projected"
:prefix="currency.currency.prefix"
:suffix="currency.currency.suffix"
:decimal_places="currency.currency.decimal_places"
color="green"></c-amount.display>
{% elif showing == 'final' and currency.total_income != 0 %}
<c-amount.display
:amount="currency.total_income"
:prefix="currency.currency.prefix"
:suffix="currency.currency.suffix"
:decimal_places="currency.currency.decimal_places"
color="green"></c-amount.display>
{% else %}
<div>-</div>
{% endif %}
{% endfor %}
</td>
<td class="text-nowrap">
{% for currency in entity.currencies.values %}
{% if showing == 'current' and currency.expense_current != 0 %}
<c-amount.display
:amount="currency.expense_current"
:prefix="currency.currency.prefix"
:suffix="currency.currency.suffix"
:decimal_places="currency.currency.decimal_places"
color="red"></c-amount.display>
{% elif showing == 'projected' and currency.expense_projected != 0 %}
<c-amount.display
:amount="currency.expense_projected"
:prefix="currency.currency.prefix"
:suffix="currency.currency.suffix"
:decimal_places="currency.currency.decimal_places"
color="red"></c-amount.display>
{% elif showing == 'final' and currency.total_expense != 0 %}
<c-amount.display
:amount="currency.total_expense"
:prefix="currency.currency.prefix"
:suffix="currency.currency.suffix"
:decimal_places="currency.currency.decimal_places"
color="red"></c-amount.display>
{% else %}
<div>-</div>
{% endif %}
{% endfor %}
</td>
<td class="text-nowrap">
{% for currency in entity.currencies.values %}
{% if showing == 'current' and currency.total_current != 0 %}
<c-amount.display
:amount="currency.total_current"
:prefix="currency.currency.prefix"
:suffix="currency.currency.suffix"
:decimal_places="currency.currency.decimal_places"
color="{% if currency.total_final < 0 %}red{% else %}green{% endif %}"></c-amount.display>
{% elif showing == 'projected' and currency.total_projected != 0 %}
<c-amount.display
:amount="currency.total_projected"
:prefix="currency.currency.prefix"
:suffix="currency.currency.suffix"
:decimal_places="currency.currency.decimal_places"
color="{% if currency.total_final < 0 %}red{% else %}green{% endif %}"></c-amount.display>
{% elif showing == 'final' and currency.total_final != 0 %}
<c-amount.display
:amount="currency.total_final"
:prefix="currency.currency.prefix"
:suffix="currency.currency.suffix"
:decimal_places="currency.currency.decimal_places"
color="{% if currency.total_final < 0 %}red{% else %}green{% endif %}"></c-amount.display>
{% else %}
<div>-</div>
{% endif %}
{% endfor %}
</td>
</tr>
{% endif %}
{% endfor %}
{% endif %}
{% endif %}
{% endfor %}
{% endif %}
{% endfor %}
</tbody>
</table>
</div>
</div>
</div>
{% elif view_type == "bars" %}
<div class="card bg-base-100 card-border">
<div class="card-body">
<div class="chart-container relative h-[75vh] w-full" _="init call setupChart() end">
<canvas id="categoryChart"></canvas>
</div>
</div>
</div>
{{ total_table|json_script:"categoryOverviewData" }}
{{ showing|json_script:"showingString" }}
<script>
function setupChart() {
var rawData = JSON.parse(document.getElementById('categoryOverviewData').textContent);
var showing_string = JSON.parse(document.getElementById('showingString').textContent);
// --- Dynamic Data Processing ---
var categories = [];
var currencyDetails = {}; // Stores details like { BRL: {code: 'BRL', name: 'Real', ...}, ... }
var currencyData = {}; // Stores data arrays like { BRL: [val1, null, val3,...], ... }
// Pass 1: Collect categories and currency details
Object.values(rawData).forEach(cat => {
var categoryName = cat.name === null ? "{% trans 'Uncategorized' %}" : cat.name;
if (!categories.includes(categoryName)) {
categories.push(categoryName);
}
if (cat.currencies) {
Object.values(cat.currencies).forEach(curr => {
var details = curr.currency;
if (details && details.code && !currencyDetails[details.code]) {
var decimals = parseInt(details.decimal_places, 10);
currencyDetails[details.code] = {
code: details.code,
name: details.name || details.code,
prefix: details.prefix || '',
suffix: details.suffix || '',
// Ensure decimal_places is a non-negative integer
decimal_places: !isNaN(decimals) && decimals >= 0 ? decimals : 2
};
}
});
}
});
// Initialize data structure for each currency with nulls
Object.keys(currencyDetails).forEach(code => {
currencyData[code] = new Array(categories.length).fill(null);
});
// Pass 2: Populate data arrays (store all valid numbers now)
Object.values(rawData).forEach(cat => {
var categoryName = cat.name === null ? "{% trans 'Uncategorized' %}" : cat.name;
var catIndex = categories.indexOf(categoryName);
if (catIndex === -1) return;
if (cat.currencies) {
Object.values(cat.currencies).forEach(curr => {
var code = curr.currency?.code;
if (code && currencyData[code]) {
if (showing_string == 'current') {
var value = parseFloat(curr.total_current);
} else if (showing_string == 'projected') {
var value = parseFloat(curr.total_projected);
} else {
var value = parseFloat(curr.total_final);
}
// Store the number if it's valid, otherwise keep null
currencyData[code][catIndex] = !isNaN(value) ? value : null;
}
});
}
});
// --- Dynamic Chart Configuration ---
var datasets = Object.keys(currencyDetails).map((code, index) => {
return {
label: currencyDetails[code].name, // Use currency name for the legend label
data: currencyData[code],
currencyCode: code, // Store code for easy lookup in tooltip
borderWidth: 1
};
});
new Chart(document.getElementById('categoryChart'),
{
type: 'bar',
data: {
labels: categories,
datasets: datasets
},
options: {
indexAxis: 'y',
responsive: true,
interaction: {
intersect: false,
mode: 'nearest',
axis: "y"
},
maintainAspectRatio: false,
plugins: {
title: {
display: false
},
tooltip: {
callbacks: {
label: function (context) {
const dataset = context.dataset;
const currencyCode = dataset.currencyCode;
const details = currencyDetails[currencyCode];
const value = context.parsed.x; // Use 'x' because indexAxis is 'y'
if (value === null || value === undefined || !details) {
// Display the category name if the value is null/undefined
return null;
}
let formattedValue = '';
try {
// Use Intl.NumberFormat for ALL values, configured with locale and exact decimal places
formattedValue = new Intl.NumberFormat(undefined, {
minimumFractionDigits: details.decimal_places,
maximumFractionDigits: details.decimal_places,
// Do NOT use style: 'currency' here, as we add prefix/suffix manually
}).format(value);
} catch (e) {
formattedValue = value.toFixed(details.decimal_places);
}
// Return label with currency name and formatted value including prefix/suffix
return `${details.prefix}${formattedValue}${details.suffix}`;
}
}
},
legend: {
position: 'top',
}
},
scales: {
x: {
stacked: true,
type: 'linear',
title: {
display: true,
text: '{% trans 'Final Total' %}'
},
ticks: {
// Format ticks using the detected locale
callback: function (value, index, ticks) {
return value.toLocaleString();
}
}
},
y: {
stacked: true,
title: {
display: false,
text: '{% trans 'Category' %}'
}
}
}
}
});
}
</script>
{% endif %}
{% else %}
<c-msg.empty title="{% translate "No categories" %}"></c-msg.empty>
{% endif %}
</div>
app/templates/insights/fragments/overview/_row.html
+56
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@@ -0,0 +1,56 @@
{% load i18n %}
{% comment %}
One overview row. Expects: node, indent, icon, empty_label, row_class,
search_path and, for the top level, is_root.
{% endcomment %}
<tr class="{{ row_class }}" data-search-path="{{ search_path }}">
{% if is_root %}
<th class="text-nowrap">{% if node.name %}{{ node.name }}{% else %}{{ empty_label }}{% endif %}</th>
{% else %}
<td class="{{ indent }} text-nowrap">
<i class="{{ icon }} fa-fw me-2 text-base-content/60"></i>{% if node.name %}{{ node.name }}{% else %}{{ empty_label }}{% endif %}
</td>
{% endif %}
<td class="text-nowrap">
{% for currency in node.currencies.values %}
{% if currency.shown.income != 0 %}
<c-amount.display
:amount="currency.shown.income"
:prefix="currency.currency.prefix"
:suffix="currency.currency.suffix"
:decimal_places="currency.currency.decimal_places"
color="green"></c-amount.display>
{% else %}
<div>-</div>
{% endif %}
{% endfor %}
</td>
<td class="text-nowrap">
{% for currency in node.currencies.values %}
{% if currency.shown.expense != 0 %}
<c-amount.display
:amount="currency.shown.expense"
:prefix="currency.currency.prefix"
:suffix="currency.currency.suffix"
:decimal_places="currency.currency.decimal_places"
color="red"></c-amount.display>
{% else %}
<div>-</div>
{% endif %}
{% endfor %}
</td>
<td class="text-nowrap">
{% for currency in node.currencies.values %}
{% if currency.shown.total != 0 %}
<c-amount.display
:amount="currency.shown.total"
:prefix="currency.currency.prefix"
:suffix="currency.currency.suffix"
:decimal_places="currency.currency.decimal_places"
color="{% if currency.total_final < 0 %}red{% else %}green{% endif %}"></c-amount.display>
{% else %}
<div>-</div>
{% endif %}
{% endfor %}
</td>
</tr>
app/templates/insights/fragments/overview/index.html
+283
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@@ -0,0 +1,283 @@
{% load i18n %}
<div hx-get="{{ refresh_url }}" hx-trigger="updated from:window" class="show-loading" hx-swap="outerHTML"
hx-include="#picker-form, #picker-type, #view-type, #show-level-2, #showing, #show-level-3">
<div class="h-full text-center mb-4">
<div class="tabs tabs-box mx-auto w-fit" role="group" id="view-type" _="on change trigger updated">
<label class="tab">
<input type="radio"
name="view_type"
id="table-view"
autocomplete="off"
value="table"
aria-label="{% trans 'Table' %}"
{% if view_type == "table" %}checked{% endif %}>
<i class="fa-solid fa-table fa-fw me-2"></i>
{% trans 'Table' %}
</label>
<label class="tab">
<input type="radio"
name="view_type"
id="bars-view"
autocomplete="off"
value="bars"
aria-label="{% trans 'Bars' %}"
{% if view_type == "bars" %}checked{% endif %}>
<i class="fa-solid fa-chart-bar fa-fw me-2"></i>
{% trans 'Bars' %}
</label>
</div>
</div>
<div class="my-3 flex flex-col gap-3 md:flex-row justify-between">
<div class="flex gap-4">
{% if view_type == 'table' %}
<div id="show-level-2">
<label class="label">
<input type="hidden" name="show_level_2" value="off">
<input type="checkbox" class="toggle toggle-primary toggle-sm" id="show-level-2-switch" name="show_level_2"
_="on change trigger updated" {% if show_level_2 %}checked{% endif %}>
<span>
{{ level_2.label }}
</span>
<c-ui.help-icon
content="{% trans 'Transaction amounts associated with multiple tags or entities will be counted once for each one of them' %}"
icon="fa-solid fa-circle-exclamation"></c-ui.help-icon>
</label>
</div>
<div id="show-level-3" class="{% if not show_level_2 %}hidden{% endif %}">
<label class="label">
<input type="hidden" name="show_level_3" value="off">
<input type="checkbox" class="toggle toggle-primary toggle-sm" id="show-level-3-switch"
name="show_level_3"
_="on change trigger updated" {% if show_level_3 %}checked{% endif %}>
<span>
{{ level_3.label }}
</span>
<c-ui.help-icon
content="{% trans 'Transaction amounts associated with multiple tags or entities will be counted once for each one of them' %}"
icon="fa-solid fa-circle-exclamation"></c-ui.help-icon>
</label>
</div>
{% endif %}
</div>
<div class="join" role="group" id="showing" _="on change trigger updated">
<input type="radio" class="join-item btn btn-outline btn-primary btn-sm" name="showing" id="showing-projected"
autocomplete="off" aria-label="{% trans 'Projected' %}"
value="projected" {% if showing == 'projected' %}checked{% endif %}>
<input type="radio" class="join-item btn btn-outline btn-primary btn-sm" name="showing" id="showing-current"
autocomplete="off" value="current" aria-label="{% trans 'Current' %}"
{% if showing == 'current' %}checked{% endif %}>
<input type="radio" class="join-item btn btn-outline btn-primary btn-sm" name="showing" id="showing-final"
autocomplete="off" value="final" aria-label="{% trans 'Final total' %}"
{% if showing == 'final' %}checked{% endif %}>
</div>
</div>
{% if total_table %}
{% if view_type == "table" %}
<div class="card bg-base-100 card-border">
<div class="card-body">
<c-config.search></c-config.search>
<div class="overflow-x-auto">
<table class="table">
<thead>
<tr>
<th scope="col">{{ level_1.singular }}</th>
<th scope="col">{% trans 'Income' %}</th>
<th scope="col">{% trans 'Expense' %}</th>
<th scope="col">{% trans 'Total' %}</th>
</tr>
</thead>
<tbody>
{% for item in total_table.values %}
{# Top level row #}
{% include "insights/fragments/overview/_row.html" with node=item is_root=True row_class="font-semibold" empty_label=level_1.empty search_path=item.search_path %}
{# Second level rows #}
{% if show_level_2 %}
{% for child in item.children.values %}
{% if child.name or item.children.values|length > 1 %}
{% include "insights/fragments/overview/_row.html" with node=child row_class="bg-base-200" indent="ps-6" icon=level_2.icon empty_label=level_2.empty search_path=child.search_path %}
{# Third level rows #}
{% if show_level_3 %}
{% for grandchild in child.children.values %}
{% if grandchild.name or child.children.values|length > 1 %}
{% include "insights/fragments/overview/_row.html" with node=grandchild row_class="bg-base-300" indent="ps-10" icon=level_3.icon empty_label=level_3.empty search_path=grandchild.search_path %}
{% endif %}
{% endfor %}
{% endif %}
{% endif %}
{% endfor %}
{% endif %}
{% endfor %}
</tbody>
</table>
</div>
</div>
</div>
{% elif view_type == "bars" %}
<div class="card bg-base-100 card-border">
<div class="card-body">
<div class="chart-container relative h-[75vh] w-full" _="init call setupChart() end">
<canvas id="overviewChart"></canvas>
</div>
</div>
</div>
{{ total_table|json_script:"overviewData" }}
<script>
function setupChart() {
var rawData = JSON.parse(document.getElementById('overviewData').textContent);
// --- Dynamic Data Processing ---
var items = [];
var currencyDetails = {}; // Stores details like { BRL: {code: 'BRL', name: 'Real', ...}, ... }
var currencyData = {}; // Stores data arrays like { BRL: [val1, null, val3,...], ... }
// Pass 1: Collect items and currency details
Object.values(rawData).forEach(item => {
var itemName = item.name === null ? "{{ level_1.empty|escapejs }}" : item.name;
if (!items.includes(itemName)) {
items.push(itemName);
}
if (item.currencies) {
Object.values(item.currencies).forEach(curr => {
var details = curr.currency;
if (details && details.code && !currencyDetails[details.code]) {
var decimals = parseInt(details.decimal_places, 10);
currencyDetails[details.code] = {
code: details.code,
name: details.name || details.code,
prefix: details.prefix || '',
suffix: details.suffix || '',
// Ensure decimal_places is a non-negative integer
decimal_places: !isNaN(decimals) && decimals >= 0 ? decimals : 2
};
}
});
}
});
// Initialize data structure for each currency with nulls
Object.keys(currencyDetails).forEach(code => {
currencyData[code] = new Array(items.length).fill(null);
});
// Pass 2: Populate data arrays (store all valid numbers now)
Object.values(rawData).forEach(item => {
var itemName = item.name === null ? "{{ level_1.empty|escapejs }}" : item.name;
var itemIndex = items.indexOf(itemName);
if (itemIndex === -1) return;
if (item.currencies) {
Object.values(item.currencies).forEach(curr => {
var code = curr.currency?.code;
if (code && currencyData[code]) {
var value = parseFloat(curr.shown.total);
// Store the number if it's valid, otherwise keep null
currencyData[code][itemIndex] = !isNaN(value) ? value : null;
}
});
}
});
// --- Dynamic Chart Configuration ---
var datasets = Object.keys(currencyDetails).map((code, index) => {
return {
label: currencyDetails[code].name, // Use currency name for the legend label
data: currencyData[code],
currencyCode: code, // Store code for easy lookup in tooltip
borderWidth: 1
};
});
new Chart(document.getElementById('overviewChart'),
{
type: 'bar',
data: {
labels: items,
datasets: datasets
},
options: {
indexAxis: 'y',
responsive: true,
interaction: {
intersect: false,
mode: 'nearest',
axis: "y"
},
maintainAspectRatio: false,
plugins: {
title: {
display: false
},
tooltip: {
callbacks: {
label: function (context) {
const dataset = context.dataset;
const currencyCode = dataset.currencyCode;
const details = currencyDetails[currencyCode];
const value = context.parsed.x; // Use 'x' because indexAxis is 'y'
if (value === null || value === undefined || !details) {
// Display the item name if the value is null/undefined
return null;
}
let formattedValue = '';
try {
// Use Intl.NumberFormat for ALL values, configured with locale and exact decimal places
formattedValue = new Intl.NumberFormat(undefined, {
minimumFractionDigits: details.decimal_places,
maximumFractionDigits: details.decimal_places,
// Do NOT use style: 'currency' here, as we add prefix/suffix manually
}).format(value);
} catch (e) {
formattedValue = value.toFixed(details.decimal_places);
}
// Return label with currency name and formatted value including prefix/suffix
return `${details.prefix}${formattedValue}${details.suffix}`;
}
}
},
legend: {
position: 'top',
}
},
scales: {
x: {
stacked: true,
type: 'linear',
title: {
display: true,
text: '{% trans 'Total' %}'
},
ticks: {
// Format ticks using the detected locale
callback: function (value, index, ticks) {
return value.toLocaleString();
}
}
},
y: {
stacked: true,
title: {
display: false
}
}
}
}
});
}
</script>
{% endif %}
{% else %}
<c-msg.empty title="{{ empty_message }}"></c-msg.empty>
{% endif %}
</div>
app/templates/insights/pages/index.html
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@@ -93,6 +93,16 @@
hx-get="{% url 'category_overview' %}" hx-get="{% url 'category_overview' %}"
>{% trans 'Categories Overview' %} >{% trans 'Categories Overview' %}
</button> </button>
<button class="btn btn-ghost btn-free justify-start text-start" data-bs-target="#v-pills-content"
type="button" role="tab" aria-controls="v-pills-content" aria-selected="false"
hx-get="{% url 'tag_overview' %}"
>{% trans 'Tags Overview' %}
</button>
<button class="btn btn-ghost btn-free justify-start text-start" data-bs-target="#v-pills-content"
type="button" role="tab" aria-controls="v-pills-content" aria-selected="false"
hx-get="{% url 'entity_overview' %}"
>{% trans 'Entities Overview' %}
</button>
</div> </div>
</div> </div>
</div> </div>