changes

app/apps/net_worth/admin.py

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+from django.contrib import admin
+
+# Register your models here.

app/apps/net_worth/apps.py

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+from django.apps import AppConfig
+
+
+class NetWorthConfig(AppConfig):
+    default_auto_field = "django.db.models.BigAutoField"
+    name = "apps.net_worth"

app/apps/net_worth/models.py

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+from django.db import models
+
+# Create your models here.

app/apps/net_worth/tests.py

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+from django.test import TestCase
+
+# Create your tests here.

app/apps/net_worth/urls.py

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+from django.urls import path
+
+from . import views
+
+urlpatterns = [
+    path("net-worth/", views.net_worth_main, name="net_worth"),
+]

app/apps/net_worth/utils/calculate_net_worth.py

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+from django.db.models import Sum
+from decimal import Decimal
+
+from django.db.models.functions import TruncMonth
+
+from apps.transactions.models import Transaction
+from apps.accounts.models import Account
+from apps.currencies.models import Currency
+
+
+def calculate_net_worth():
+    accounts = Account.objects.all()
+    net_worth = {}
+
+    for account in accounts:
+        currency = account.currency
+        if currency.code not in net_worth:
+            net_worth[currency.code] = Decimal("0")
+
+        income = Transaction.objects.filter(
+            account=account, type=Transaction.Type.INCOME, is_paid=True
+        ).aggregate(total=Sum("amount"))["total"] or Decimal("0")
+
+        expenses = Transaction.objects.filter(
+            account=account, type=Transaction.Type.EXPENSE, is_paid=True
+        ).aggregate(total=Sum("amount"))["total"] or Decimal("0")
+
+        account_balance = income - expenses
+        net_worth[currency.code] += account_balance
+
+    return net_worth
+
+
+def calculate_historical_net_worth(start_date, end_date):
+    asset_accounts = Account.objects.all()
+    currencies = Currency.objects.all()
+
+    # Initialize the result dictionary
+    historical_net_worth = {}
+
+    # Get all months between start_date and end_date
+    months = (
+        Transaction.objects.filter(account__in=asset_accounts)
+        .annotate(month=TruncMonth("date"))
+        .values("month")
+        .distinct()
+        .order_by("month")
+    )
+
+    for month_data in months:
+        month = month_data["month"]
+        month_str = month.strftime("%Y-%m")
+        historical_net_worth[month_str] = {
+            currency.code: Decimal("0.00") for currency in currencies
+        }
+
+        for account in asset_accounts:
+            currency = account.currency
+
+            income = Transaction.objects.filter(
+                account=account,
+                type=Transaction.Type.INCOME,
+                is_paid=True,
+                date__lte=month,
+            ).aggregate(total=Sum("amount"))["total"] or Decimal("0.00")
+
+            expenses = Transaction.objects.filter(
+                account=account,
+                type=Transaction.Type.EXPENSE,
+                is_paid=True,
+                date__lte=month,
+            ).aggregate(total=Sum("amount"))["total"] or Decimal("0.00")
+
+            account_balance = income - expenses
+            historical_net_worth[month_str][currency.code] += account_balance
+
+    return historical_net_worth

app/apps/net_worth/views.py

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+from datetime import datetime
+
+from django.http import JsonResponse
+from django.shortcuts import render
+
+from apps.net_worth.utils.calculate_net_worth import (
+    calculate_net_worth,
+    calculate_historical_net_worth,
+)
+from apps.currencies.models import Currency
+
+
+# Create your views here.
+def net_worth_main(request):
+    net_worth = calculate_net_worth()
+    # historical = calculate_historical_net_worth(
+    #     start_date=datetime(day=1, month=1, year=2021).date(),
+    #     end_date=datetime(day=1, month=1, year=2025).date(),
+    # )
+    # print(historical)
+
+    # Format the net worth with currency details
+    formatted_net_worth = []
+    for currency_code, amount in net_worth.items():
+        currency = Currency.objects.get(code=currency_code)
+        formatted_net_worth.append(
+            {
+                "amount": amount,
+                "code": currency.code,
+                "name": currency.name,
+                "prefix": currency.prefix,
+                "suffix": currency.suffix,
+                "decimal_places": currency.decimal_places,
+            }
+        )
+
+    return render(
+        request, "net_worth/net_worth.html", {"currency_net_worth": formatted_net_worth}
+    )