This commit is contained in:
Herculino Trotta
2024-10-09 00:31:21 -03:00
parent e78e4cc5e1
commit 3dde44b1cd
139 changed files with 4965 additions and 1004 deletions
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{% load natural %}
{% load i18n %}
{% regroup transactions by date|customnaturaldate as transactions_by_date %}
<div>
{% for x in transactions_by_date %}
<div>
<div class="my-3 w-100 tw-text-base border-bottom bg-body">
<a class="text-decoration-none d-inline-block w-100"
role="button"
data-bs-toggle="collapse"
data-bs-target="#{{ x.grouper|slugify }}"
aria-expanded="true"
aria-controls="collapseExample">
{{ x.grouper }}
</a>
</div>
<div class="collapse show" id="{{ x.grouper|slugify }}">
<div class="ps-3">
{% for trans in x.list %}
{% include 'transactions/fragments/item.html' with transaction=trans %}
{% endfor %}
</div>
</div>
</div>
{% empty %}
<div class="row p-5">
<div class="col p-5">
<div class="text-center">
<i class="fa-solid fa-circle-xmark tw-text-6xl"></i>
<p class="lead mt-4 mb-0">{% translate "No transactions this month" %}</p>
<p class="tw-text-gray-500">{% translate "Try adding one" %}</p>
</div>
</div>
</div>
{% endfor %}
</div>
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{% extends 'extends/offcanvas.html' %}
{% load month_name %}
{% load i18n %}
{% block title %}{% translate 'Pick a month' %}{% endblock %}
{% block body %}
{% regroup month_year_data by year as years_list %}
<ul class="nav nav-pills nav-fill" id="yearTabs" role="tablist">
{% for x in years_list %}
<li class="nav-item" role="presentation">
<button class="nav-link{% if x.grouper == current_year %} active{% endif %}"
id="{{ x.grouper }}"
data-bs-toggle="tab"
data-bs-target="#{{ x.grouper }}-pane"
type="button"
role="tab"
aria-controls="{{ x.grouper }}-pane"
aria-selected="{% if x.grouper == current_year %}true{% else %}false{% endif %}">
{{ x.grouper }}
</button>
</li>
{% endfor %}
</ul>
<div class="tab-content" id="yearTabsContent" hx-boost="true">
{% for x in years_list %}
<div class="tab-pane fade{% if x.grouper == current_year %} show active{% endif %} mt-2"
id="{{ x.grouper }}-pane"
role="tabpanel"
aria-labelledby="{{ x.grouper }}"
tabindex="0">
<ul class="list-group list-group-flush" id="month-year-list">
{% for month_data in x.list %}
<li class="list-group-item hover:tw-bg-zinc-900
{% if month_data.month == current_month and month_data.year == current_year %} disabled bg-primary{% endif %}"
{% if month_data.month == current_month and month_data.year == current_year %}aria-disabled="true"{% endif %}>
<a class="text-decoration-none stretched-link {% if month_data.month == current_month and month_data.year == current_year %} text-black{% endif %}"
href="{% url "monthly_overview" month=month_data.month year=month_data.year %}">
{{ month_data.month|month_name }}
<span class="badge text-bg-secondary">{{ month_data.transaction_count }}</span>
</a>
</li>
{% endfor %}
</ul>
</div>
{% endfor %}
</div>
{% endblock %}
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{% load i18n %}
{% load currency_display %}
<div class="row row-cols-1 g-4 mb-3">
{# Daily Spending#}
<div class="col">
<div class="card tw-relative h-100 shadow">
<div class="tw-absolute tw-h-8 tw-w-8 tw-right-2 tw-top-2 tw-bg-yellow-300 tw-text-yellow-800 text-center
align-items-center d-flex justify-content-center rounded-2">
<i class="fa-solid fa-calendar-day"></i>
</div>
<div class="card-body">
<h5 class="tw-text-yellow-400 fw-bold">{% translate 'Daily Spending Allowance' %}{% include 'includes/help_icon.html' with content=_('This is the final total divided by the remaining days in the month') %}</h5>
<div class="d-flex justify-content-between mt-3">
<div class="text-end font-monospace">
<div class="tw-text-gray-400">{% translate 'today' %}</div>
</div>
<div class="text-start font-monospace">
{% for entry in totals.daily_spending_allowance %}
<div class="amount" data-original-value="{% entry_amount entry %}"></div>
{% empty %}
<div>-</div>
{% endfor %}
</div>
</div>
</div>
</div>
</div>
{# Income#}
<div class="col">
<div class="card tw-relative h-100 shadow">
<div class="tw-absolute tw-h-8 tw-w-8 tw-right-2 tw-top-2 tw-bg-green-300 tw-text-green-800 text-center
align-items-center d-flex justify-content-center rounded-2">
<i class="fa-solid fa-arrow-right-to-bracket"></i>
</div>
<div class="card-body">
<h5 class="tw-text-green-400 fw-bold">{% translate 'Income' %}</h5>
<div class="d-flex justify-content-between mt-3">
<div class="text-end font-monospace">
<div class="tw-text-gray-400">current</div>
</div>
<div class="d-flex justify-content-between text-start font-monospace">
{% for entry in totals.paid_income %}
<div class="amount" data-original-value="{% entry_amount entry %}"></div>
{% empty %}
<div>-</div>
{% endfor %}
</div>
</div>
<hr class="my-1">
<div class="d-flex justify-content-between">
<div class="text-end font-monospace">
<div class="tw-text-gray-400">projected</div>
</div>
<div class="text-start font-monospace">
{% for entry in totals.projected_income %}
<div class="amount" data-original-value="{% entry_amount entry %}"></div>
{% empty %}
<div>-</div>
{% endfor %}
</div>
</div>
</div>
</div>
</div>
{# Expenses#}
<div class="col">
<div class="card tw-relative h-100 shadow">
<div class="tw-absolute tw-h-8 tw-w-8 tw-right-2 tw-top-2 tw-bg-red-300 tw-text-red-800 text-center
align-items-center d-flex justify-content-center rounded-2">
<i class="fa-solid fa-arrow-right-from-bracket"></i>
</div>
<div class="card-body">
<h5 class="tw-text-red-400">{% translate 'Expenses' %}</h5>
<div class="d-flex justify-content-between mt-3">
<div class="text-end font-monospace">
<div class="tw-text-gray-400">current</div>
</div>
<div class="text-start font-monospace">
{% for entry in totals.paid_expenses %}
<div class="amount" data-original-value="{% entry_amount entry %}"></div>
{% empty %}
<div>-</div>
{% endfor %}
</div>
</div>
<hr class="my-1">
<div class="d-flex justify-content-between">
<div class="text-end font-monospace">
<div class="tw-text-gray-400">projected</div>
</div>
<div class="text-start font-monospace">
{% for entry in totals.projected_expenses %}
<div class="amount" data-original-value="{% entry_amount entry %}"></div>
{% empty %}
<div>-</div>
{% endfor %}
</div>
</div>
</div>
</div>
</div>
{# Total#}
<div class="col">
<div class="card tw-relative h-100 shadow">
<div class="tw-absolute tw-h-8 tw-w-8 tw-right-2 tw-top-2 tw-bg-blue-300 tw-text-blue-800 text-center
align-items-center d-flex justify-content-center rounded-2">
<i class="fa-solid fa-scale-balanced"></i>
</div>
<div class="card-body">
<h5 class="tw-text-blue-400">{% translate 'Total' %}</h5>
<div class="d-flex justify-content-between mt-3">
<div class="text-end font-monospace">
<div class="tw-text-gray-400">current</div>
</div>
<div class="text-start font-monospace">
{% for entry in totals.total_current %}
<div class="amount" data-original-value="{% entry_amount entry %}"></div>
{% empty %}
<div>-</div>
{% endfor %}
</div>
</div>
<div class="d-flex justify-content-between mt-3">
<div class="text-end font-monospace">
<div class="tw-text-gray-400">projected</div>
</div>
<div class="text-start font-monospace">
{% for entry in totals.total_projected %}
<div class="amount" data-original-value="{% entry_amount entry %}"></div>
{% empty %}
<div>-</div>
{% endfor %}
</div>
</div>
<hr class="my-1">
<div class="d-flex justify-content-end">
<div class="text-start font-monospace">
{% for entry in totals.total_final %}
<div class="amount" data-original-value="{% entry_amount entry %}"></div>
{% empty %}
<div>-</div>
{% endfor %}
</div>
</div>
</div>
</div>
</div>
</div>
{#<div class="p-2 rounded-2 shadow tw-text-sm card mt-4">#}
{# <p class="font-monospace text-light text-uppercase text-center fw-bold m-0 tw-text-base">#}
{# {% translate "Account Overview" %}</p>#}
{# <hr class="my-1">#}
{# <div>#}
{# {% for account in account_summary %}#}
{# <div class="row">#}
{# <div class="col-6">#}
{# <div class="font-monospace text-primary text-start align-self-end fw-bold m-0">{{ account.name }}</div>#}
{# </div>#}
{# <div class="col-6 text-end font-monospace">#}
{# <div class="amount" data-original-value="{% currency_display amount=account.balance prefix=account.currency__prefix suffix=account.currency__suffix decimal_places=account.currency__decimal_places %}"></div>#}
{# </div>#}
{# </div>#}
{# <div class="my-1"></div>#}
{# {% endfor %}#}
{# </div>#}
{#</div>#}
@@ -0,0 +1,125 @@
{% extends "layouts/base.html" %}
{% load crispy_forms_tags %}
{% load i18n %}
{% load month_name %}
{% load static %}
{% load webpack_loader %}
{% block title %}Monthly Overview :: {{ month|month_name }}/{{ year }}{% endblock %}
{% block body_hyperscript %}
on keyup[code is 'KeyE' and target.nodeName is 'BODY'] from body trigger 'add_expense' end
on keyup[code is 'KeyI' and target.nodeName is 'BODY'] from body trigger 'add_income' end
on keyup[code is 'KeyB' and target.nodeName is 'BODY'] from body trigger 'balance' end
on keyup[code is 'KeyT' and target.nodeName is 'BODY'] from body trigger 'add_transfer' end
on keyup[code is 'KeyN' and target.nodeName is 'BODY'] from body trigger 'installment' end
on keyup[code is 'ArrowLeft' and target.nodeName is 'BODY'] from body trigger 'previous_month' end
on keyup[code is 'ArrowRight' and target.nodeName is 'BODY'] from body trigger 'next_month' end
{% 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 'available_dates' %}"
hx-target="#generic-offcanvas-left"
hx-trigger="click, date_picker from:window"
hx-vals='{"month": {{ month }}, "year": {{ year }}}' 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">
<div class="d-grid gap-2 d-xl-flex justify-content-xl-end">
<button class="btn btn-sm btn-outline-success"
hx-get="{% url 'transaction_add' %}"
hx-target="#generic-offcanvas"
hx-trigger="click, add_income from:window"
hx-vals='{"year": {{ year }}, "month": {{ month }}, "type": "IN"}'>
<i class="fa-solid fa-arrow-right-to-bracket me-2"></i>
{% translate "Income" %}
</button>
<button class="btn btn-sm btn-outline-danger"
hx-get="{% url 'transaction_add' %}"
hx-target="#generic-offcanvas"
hx-trigger="click, add_expense from:window"
hx-vals='{"year": {{ year }}, "month": {{ month }}, "type": "EX"}'>
<i class="fa-solid fa-arrow-right-from-bracket me-2"></i>
{% translate "Expense" %}
</button>
<button class="btn btn-sm btn-outline-warning"
hx-get="{% url 'installments_add' %}"
hx-trigger="click, installment from:window"
hx-target="#generic-offcanvas">
<i class="fa-solid fa-divide me-2"></i>
{% translate "Installment" %}
</button>
<button class="btn btn-sm btn-outline-info"
hx-get="{% url 'transactions_transfer' %}"
hx-target="#generic-offcanvas"
hx-trigger="click, add_transfer from:window"
hx-vals='{"year": {{ year }}, "month": {{ month }}}'>
<i class="fa-solid fa-money-bill-transfer me-2"></i>
{% translate "Transfer" %}
</button>
<button class="btn btn-sm btn-outline-info"
hx-get="{% url 'account_reconciliation' %}"
hx-trigger="click, balance from:window"
hx-target="#generic-offcanvas">
<i class="fa-solid fa-scale-balanced me-2"></i>
{% translate "Balance" %}
</button>
</div>
</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=" sticky-sidebar"
hx-trigger="load, transaction_updated from:window, monthly_summary_update from:window">
</div>
</div>
<div class="col-12 col-xl-8 order-2 order-xl-1">
{# Filter transactions#}
<div class="row mb-1">
<div class="col-12">
<div class="dropdown">
<button type="button" class="btn btn-sm btn-outline-primary dropdown-toggle" data-bs-toggle="dropdown"
aria-expanded="false" data-bs-auto-close="false">
<i class="fa-solid fa-filter fa-fw me-2"></i>{% translate 'Filter transactions' %}
</button>
<form hx-get="{% url 'monthly_transactions_list' month=month year=year %}" hx-trigger="change, submit, search"
hx-target="#transactions" id="filter" hx-indicator="#transactions" class="dropdown-menu p-4
w-lg-50 tw-w-full lg:tw-w-2/4"
_="install init_tom_select">
{% crispy filter.form %}
</form>
</div>
</div>
</div>
<div id="transactions"
hx-get="{% url 'monthly_transactions_list' month=month year=year %}"
hx-trigger="load, transaction_updated from:window" hx-include="#filter"></div>
</div>
</div>
</div>
{% endblock %}