mirror of
https://github.com/eitchtee/WYGIWYH.git
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Merge pull request #478 from eitchtee/dev
feat(insights): new month by month insight
This commit is contained in:
Herculino Trotta
@@ -54,4 +54,9 @@ urlpatterns = [
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views.year_by_year,
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name="insights_year_by_year",
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),
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path(
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"insights/month-by-month/",
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views.month_by_month,
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name="insights_month_by_month",
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),
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]
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316
app/apps/insights/utils/month_by_month.py
Normal file
316
app/apps/insights/utils/month_by_month.py
Normal file
@@ -0,0 +1,316 @@
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from collections import OrderedDict
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from decimal import Decimal
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from django.db import models
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from django.db.models import Sum, Case, When, Value
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from django.db.models.functions import Coalesce
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from django.utils import timezone
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from apps.currencies.models import Currency
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from apps.currencies.utils.convert import convert
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from apps.transactions.models import Transaction
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def get_month_by_month_data(year=None, group_by="categories"):
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"""
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Aggregate transaction totals by month for a specific year, grouped by categories, tags, or entities.
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Args:
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year: The year to filter transactions (defaults to current year)
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group_by: One of "categories", "tags", or "entities"
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Returns:
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{
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"year": 2025,
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"available_years": [2025, 2024, ...],
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"months": [1, 2, 3, ..., 12],
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"items": {
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item_id: {
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"name": "Item Name",
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"month_totals": {
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1: {"currencies": {...}},
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...
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},
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"total": {"currencies": {...}}
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},
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...
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},
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"month_totals": {...},
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"grand_total": {"currencies": {...}}
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}
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"""
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if year is None:
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year = timezone.localdate(timezone.now()).year
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# Base queryset - all paid transactions, non-muted
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transactions = Transaction.objects.filter(
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is_paid=True,
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account__is_archived=False,
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).exclude(account__currency__is_archived=True)
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# Get available years for the selector
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available_years = list(
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transactions.values_list("reference_date__year", flat=True)
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.distinct()
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.order_by("-reference_date__year")
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)
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# Filter by the selected year
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transactions = transactions.filter(reference_date__year=year)
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# Define grouping fields based on group_by parameter
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if group_by == "tags":
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group_field = "tags"
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name_field = "tags__name"
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elif group_by == "entities":
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group_field = "entities"
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name_field = "entities__name"
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else: # Default to categories
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group_field = "category"
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name_field = "category__name"
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# Months 1-12
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months = list(range(1, 13))
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if not available_years:
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return {
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"year": year,
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"available_years": [],
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"months": months,
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"items": {},
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"month_totals": {},
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"grand_total": {"currencies": {}},
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}
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# Aggregate by group, month, and currency
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metrics = (
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transactions.values(
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group_field,
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name_field,
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"reference_date__month",
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"account__currency",
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"account__currency__code",
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"account__currency__name",
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"account__currency__decimal_places",
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"account__currency__prefix",
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"account__currency__suffix",
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"account__currency__exchange_currency",
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)
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.annotate(
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expense_total=Coalesce(
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Sum(
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Case(
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When(type=Transaction.Type.EXPENSE, then="amount"),
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default=Value(0),
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output_field=models.DecimalField(),
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)
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),
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Decimal("0"),
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),
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income_total=Coalesce(
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Sum(
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Case(
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When(type=Transaction.Type.INCOME, then="amount"),
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default=Value(0),
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output_field=models.DecimalField(),
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)
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),
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Decimal("0"),
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),
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)
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.order_by(name_field, "reference_date__month")
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)
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# Build result structure
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result = {
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"year": year,
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"available_years": available_years,
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"months": months,
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"items": OrderedDict(),
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"month_totals": {},
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"grand_total": {"currencies": {}},
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}
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# Store currency info for later use in totals
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currency_info = {}
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for metric in metrics:
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item_id = metric[group_field]
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item_name = metric[name_field]
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month = metric["reference_date__month"]
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currency_id = metric["account__currency"]
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# Use a consistent key for None (uncategorized/untagged/no entity)
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item_key = item_id if item_id is not None else "__none__"
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if item_key not in result["items"]:
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result["items"][item_key] = {
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"name": item_name,
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"month_totals": {},
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"total": {"currencies": {}},
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}
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if month not in result["items"][item_key]["month_totals"]:
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result["items"][item_key]["month_totals"][month] = {"currencies": {}}
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# Calculate final total (income - expense)
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final_total = metric["income_total"] - metric["expense_total"]
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# Store currency info for totals calculation
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if currency_id not in currency_info:
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currency_info[currency_id] = {
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"code": metric["account__currency__code"],
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"name": metric["account__currency__name"],
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"decimal_places": metric["account__currency__decimal_places"],
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"prefix": metric["account__currency__prefix"],
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"suffix": metric["account__currency__suffix"],
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"exchange_currency_id": metric["account__currency__exchange_currency"],
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}
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currency_data = {
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"currency": {
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"code": metric["account__currency__code"],
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"name": metric["account__currency__name"],
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"decimal_places": metric["account__currency__decimal_places"],
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"prefix": metric["account__currency__prefix"],
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"suffix": metric["account__currency__suffix"],
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},
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"final_total": final_total,
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"income_total": metric["income_total"],
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"expense_total": metric["expense_total"],
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}
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# Handle currency conversion if exchange currency is set
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if metric["account__currency__exchange_currency"]:
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from_currency = Currency.objects.get(id=currency_id)
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exchange_currency = Currency.objects.get(
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id=metric["account__currency__exchange_currency"]
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)
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converted_amount, prefix, suffix, decimal_places = convert(
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amount=final_total,
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from_currency=from_currency,
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to_currency=exchange_currency,
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)
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if converted_amount is not None:
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currency_data["exchanged"] = {
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"final_total": converted_amount,
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"currency": {
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"prefix": prefix,
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"suffix": suffix,
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"decimal_places": decimal_places,
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"code": exchange_currency.code,
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"name": exchange_currency.name,
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},
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}
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result["items"][item_key]["month_totals"][month]["currencies"][currency_id] = (
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currency_data
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)
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# Accumulate item total (across all months for this item)
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if currency_id not in result["items"][item_key]["total"]["currencies"]:
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result["items"][item_key]["total"]["currencies"][currency_id] = {
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"currency": currency_data["currency"].copy(),
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"final_total": Decimal("0"),
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}
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result["items"][item_key]["total"]["currencies"][currency_id][
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"final_total"
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] += final_total
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# Accumulate month total (across all items for this month)
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if month not in result["month_totals"]:
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result["month_totals"][month] = {"currencies": {}}
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if currency_id not in result["month_totals"][month]["currencies"]:
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result["month_totals"][month]["currencies"][currency_id] = {
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"currency": currency_data["currency"].copy(),
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"final_total": Decimal("0"),
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}
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result["month_totals"][month]["currencies"][currency_id]["final_total"] += (
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final_total
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)
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# Accumulate grand total
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if currency_id not in result["grand_total"]["currencies"]:
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result["grand_total"]["currencies"][currency_id] = {
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"currency": currency_data["currency"].copy(),
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"final_total": Decimal("0"),
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}
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result["grand_total"]["currencies"][currency_id]["final_total"] += final_total
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# Add currency conversion for item totals
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for item_key, item_data in result["items"].items():
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for currency_id, total_data in item_data["total"]["currencies"].items():
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if currency_info[currency_id]["exchange_currency_id"]:
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from_currency = Currency.objects.get(id=currency_id)
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exchange_currency = Currency.objects.get(
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id=currency_info[currency_id]["exchange_currency_id"]
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)
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converted_amount, prefix, suffix, decimal_places = convert(
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amount=total_data["final_total"],
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from_currency=from_currency,
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to_currency=exchange_currency,
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)
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if converted_amount is not None:
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total_data["exchanged"] = {
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"final_total": converted_amount,
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"currency": {
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"prefix": prefix,
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"suffix": suffix,
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"decimal_places": decimal_places,
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"code": exchange_currency.code,
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"name": exchange_currency.name,
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},
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}
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# Add currency conversion for month totals
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for month, month_data in result["month_totals"].items():
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for currency_id, total_data in month_data["currencies"].items():
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if currency_info[currency_id]["exchange_currency_id"]:
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from_currency = Currency.objects.get(id=currency_id)
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exchange_currency = Currency.objects.get(
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id=currency_info[currency_id]["exchange_currency_id"]
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)
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converted_amount, prefix, suffix, decimal_places = convert(
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amount=total_data["final_total"],
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from_currency=from_currency,
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to_currency=exchange_currency,
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)
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if converted_amount is not None:
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total_data["exchanged"] = {
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"final_total": converted_amount,
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"currency": {
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"prefix": prefix,
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"suffix": suffix,
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"decimal_places": decimal_places,
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"code": exchange_currency.code,
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"name": exchange_currency.name,
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},
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}
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# Add currency conversion for grand total
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for currency_id, total_data in result["grand_total"]["currencies"].items():
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if currency_info[currency_id]["exchange_currency_id"]:
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from_currency = Currency.objects.get(id=currency_id)
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exchange_currency = Currency.objects.get(
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id=currency_info[currency_id]["exchange_currency_id"]
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)
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converted_amount, prefix, suffix, decimal_places = convert(
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amount=total_data["final_total"],
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from_currency=from_currency,
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to_currency=exchange_currency,
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)
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if converted_amount is not None:
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total_data["exchanged"] = {
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"final_total": converted_amount,
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"currency": {
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"prefix": prefix,
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"suffix": suffix,
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"decimal_places": decimal_places,
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"code": exchange_currency.code,
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"name": exchange_currency.name,
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},
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}
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return result
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@@ -26,6 +26,8 @@ from apps.insights.utils.sankey import (
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generate_sankey_data_by_currency,
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)
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from apps.insights.utils.transactions import get_transactions
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from apps.insights.utils.year_by_year import get_year_by_year_data
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from apps.insights.utils.month_by_month import get_month_by_month_data
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from apps.transactions.models import TransactionCategory, Transaction
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from apps.transactions.utils.calculations import calculate_currency_totals
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@@ -333,3 +335,44 @@ def year_by_year(request):
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},
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)
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@only_htmx
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@login_required
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@require_http_methods(["GET"])
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def month_by_month(request):
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# Handle year selection
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if "year" in request.GET:
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try:
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year = int(request.GET["year"])
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request.session["insights_month_by_month_year"] = year
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except (ValueError, TypeError):
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year = request.session.get(
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"insights_month_by_month_year", timezone.localdate(timezone.now()).year
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)
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else:
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year = request.session.get(
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"insights_month_by_month_year", timezone.localdate(timezone.now()).year
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)
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# Handle group_by selection
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if "group_by" in request.GET:
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group_by = request.GET["group_by"]
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request.session["insights_month_by_month_group_by"] = group_by
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else:
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group_by = request.session.get("insights_month_by_month_group_by", "categories")
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# Validate group_by value
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if group_by not in ("categories", "tags", "entities"):
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group_by = "categories"
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data = get_month_by_month_data(year=year, group_by=group_by)
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return render(
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request,
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"insights/fragments/month_by_month.html",
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{
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"data": data,
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"group_by": group_by,
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"selected_year": year,
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},
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)
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254
app/templates/insights/fragments/month_by_month.html
Normal file
254
app/templates/insights/fragments/month_by_month.html
Normal file
@@ -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' %}"
|
||||
{% 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"
|
||||
id="entities-view-month"
|
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autocomplete="off"
|
||||
value="entities"
|
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aria-label="{% trans 'Entities' %}"
|
||||
{% if group_by == "entities" %}checked{% endif %}>
|
||||
<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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||||
|
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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">
|
||||
{# Year dropdown - left aligned #}
|
||||
{% if data.available_years %}
|
||||
<div class="mb-4">
|
||||
<div>
|
||||
<button class="btn btn-ghost" type="button"
|
||||
data-bs-toggle="dropdown" aria-expanded="false">
|
||||
<i class="fa-solid fa-calendar fa-fw me-1"></i>
|
||||
{{ selected_year }}
|
||||
<i class="fa-solid fa-chevron-down fa-fw ms-1"></i>
|
||||
</button>
|
||||
<ul class="dropdown-menu menu">
|
||||
{% 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"
|
||||
_="on click remove .menu-active from <li > button/> in the closest <ul/>
|
||||
then add .menu-active to me
|
||||
then set the value of #year-selector to '{{ year }}'
|
||||
then trigger change on #year-selector">
|
||||
{{ year }}
|
||||
</button>
|
||||
</li>
|
||||
{% endfor %}
|
||||
</ul>
|
||||
</div>
|
||||
</div>
|
||||
{% endif %}
|
||||
<div class="overflow-x-auto">
|
||||
|
||||
<table class="table">
|
||||
<thead>
|
||||
<tr>
|
||||
<th scope="col" class="sticky left-0 bg-base-100 z-10">
|
||||
{% if group_by == "categories" %}
|
||||
{% trans 'Category' %}
|
||||
{% elif group_by == "tags" %}
|
||||
{% trans 'Tag' %}
|
||||
{% else %}
|
||||
{% trans 'Entity' %}
|
||||
{% endif %}
|
||||
</th>
|
||||
<th scope="col" class="text-center font-bold">{% trans 'Total' %}</th>
|
||||
{% for month in data.months %}
|
||||
<th scope="col" class="text-center">
|
||||
{% if month == 1 %}{% trans 'Jan' %}
|
||||
{% elif month == 2 %}{% trans 'Feb' %}
|
||||
{% elif month == 3 %}{% trans 'Mar' %}
|
||||
{% elif month == 4 %}{% trans 'Apr' %}
|
||||
{% elif month == 5 %}{% trans 'May' %}
|
||||
{% elif month == 6 %}{% trans 'Jun' %}
|
||||
{% elif month == 7 %}{% trans 'Jul' %}
|
||||
{% elif month == 8 %}{% trans 'Aug' %}
|
||||
{% elif month == 9 %}{% trans 'Sep' %}
|
||||
{% elif month == 10 %}{% trans 'Oct' %}
|
||||
{% elif month == 11 %}{% trans 'Nov' %}
|
||||
{% elif month == 12 %}{% trans 'Dec' %}
|
||||
{% endif %}
|
||||
</th>
|
||||
{% endfor %}
|
||||
</tr>
|
||||
</thead>
|
||||
<tbody>
|
||||
{% for item_id, item in data.items.items %}
|
||||
<tr>
|
||||
<th class="text-nowrap sticky left-0 bg-base-100 z-10">
|
||||
{% if item.name %}
|
||||
{{ item.name }}
|
||||
{% else %}
|
||||
{% if group_by == "categories" %}
|
||||
{% trans 'Uncategorized' %}
|
||||
{% elif group_by == "tags" %}
|
||||
{% trans 'Untagged' %}
|
||||
{% else %}
|
||||
{% trans 'No entity' %}
|
||||
{% endif %}
|
||||
{% endif %}
|
||||
</th>
|
||||
{# Total column for this item #}
|
||||
<td class="text-nowrap text-center font-semibold bg-base-200">
|
||||
{% for currency_id, currency_data in item.total.currencies.items %}
|
||||
<c-amount.display
|
||||
:amount="currency_data.final_total"
|
||||
:prefix="currency_data.currency.prefix"
|
||||
:suffix="currency_data.currency.suffix"
|
||||
:decimal_places="currency_data.currency.decimal_places"
|
||||
color="{% if currency_data.final_total < 0 %}red{% elif currency_data.final_total > 0 %}green{% endif %}"></c-amount.display>
|
||||
{% if currency_data.exchanged %}
|
||||
<div class="text-xs text-base-content/60">
|
||||
<c-amount.display
|
||||
:amount="currency_data.exchanged.final_total"
|
||||
:prefix="currency_data.exchanged.currency.prefix"
|
||||
:suffix="currency_data.exchanged.currency.suffix"
|
||||
:decimal_places="currency_data.exchanged.currency.decimal_places"
|
||||
color="{% if currency_data.exchanged.final_total < 0 %}red{% elif currency_data.exchanged.final_total > 0 %}green{% endif %}"></c-amount.display>
|
||||
</div>
|
||||
{% endif %}
|
||||
{% empty %}
|
||||
-
|
||||
{% endfor %}
|
||||
</td>
|
||||
{# Month columns #}
|
||||
{% for month in data.months %}
|
||||
<td class="text-nowrap text-center">
|
||||
{% with month_data=item.month_totals %}
|
||||
{% for m, m_data in month_data.items %}
|
||||
{% if m == month %}
|
||||
{% for currency_id, currency_data in m_data.currencies.items %}
|
||||
<c-amount.display
|
||||
:amount="currency_data.final_total"
|
||||
:prefix="currency_data.currency.prefix"
|
||||
:suffix="currency_data.currency.suffix"
|
||||
:decimal_places="currency_data.currency.decimal_places"
|
||||
color="{% if currency_data.final_total < 0 %}red{% elif currency_data.final_total > 0 %}green{% endif %}"></c-amount.display>
|
||||
{% if currency_data.exchanged %}
|
||||
<div class="text-xs text-base-content/60">
|
||||
<c-amount.display
|
||||
:amount="currency_data.exchanged.final_total"
|
||||
:prefix="currency_data.exchanged.currency.prefix"
|
||||
:suffix="currency_data.exchanged.currency.suffix"
|
||||
:decimal_places="currency_data.exchanged.currency.decimal_places"
|
||||
color="{% if currency_data.exchanged.final_total < 0 %}red{% elif currency_data.exchanged.final_total > 0 %}green{% endif %}"></c-amount.display>
|
||||
</div>
|
||||
{% endif %}
|
||||
{% empty %}
|
||||
-
|
||||
{% endfor %}
|
||||
{% endif %}
|
||||
{% empty %}
|
||||
-
|
||||
{% endfor %}
|
||||
{% endwith %}
|
||||
</td>
|
||||
{% endfor %}
|
||||
</tr>
|
||||
{% endfor %}
|
||||
</tbody>
|
||||
<tfoot>
|
||||
<tr class="font-bold bg-base-200">
|
||||
<th class="sticky left-0 bg-base-200 z-10">{% trans 'Total' %}</th>
|
||||
{# Grand total #}
|
||||
<td class="text-nowrap text-center bg-base-300">
|
||||
{% for currency_id, currency_data in data.grand_total.currencies.items %}
|
||||
<c-amount.display
|
||||
:amount="currency_data.final_total"
|
||||
:prefix="currency_data.currency.prefix"
|
||||
:suffix="currency_data.currency.suffix"
|
||||
:decimal_places="currency_data.currency.decimal_places"
|
||||
color="{% if currency_data.final_total < 0 %}red{% elif currency_data.final_total > 0 %}green{% endif %}"></c-amount.display>
|
||||
{% if currency_data.exchanged %}
|
||||
<div class="text-xs text-base-content/60">
|
||||
<c-amount.display
|
||||
:amount="currency_data.exchanged.final_total"
|
||||
:prefix="currency_data.exchanged.currency.prefix"
|
||||
:suffix="currency_data.exchanged.currency.suffix"
|
||||
:decimal_places="currency_data.exchanged.currency.decimal_places"
|
||||
color="{% if currency_data.exchanged.final_total < 0 %}red{% elif currency_data.exchanged.final_total > 0 %}green{% endif %}"></c-amount.display>
|
||||
</div>
|
||||
{% endif %}
|
||||
{% empty %}
|
||||
-
|
||||
{% endfor %}
|
||||
</td>
|
||||
{# Month totals #}
|
||||
{% for month in data.months %}
|
||||
<td class="text-nowrap text-center">
|
||||
{% with month_total=data.month_totals %}
|
||||
{% for m, m_data in month_total.items %}
|
||||
{% if m == month %}
|
||||
{% for currency_id, currency_data in m_data.currencies.items %}
|
||||
<c-amount.display
|
||||
:amount="currency_data.final_total"
|
||||
:prefix="currency_data.currency.prefix"
|
||||
:suffix="currency_data.currency.suffix"
|
||||
:decimal_places="currency_data.currency.decimal_places"
|
||||
color="{% if currency_data.final_total < 0 %}red{% elif currency_data.final_total > 0 %}green{% endif %}"></c-amount.display>
|
||||
{% if currency_data.exchanged %}
|
||||
<div class="text-xs text-base-content/60">
|
||||
<c-amount.display
|
||||
:amount="currency_data.exchanged.final_total"
|
||||
:prefix="currency_data.exchanged.currency.prefix"
|
||||
:suffix="currency_data.exchanged.currency.suffix"
|
||||
:decimal_places="currency_data.exchanged.currency.decimal_places"
|
||||
color="{% if currency_data.exchanged.final_total < 0 %}red{% elif currency_data.exchanged.final_total > 0 %}green{% endif %}"></c-amount.display>
|
||||
</div>
|
||||
{% endif %}
|
||||
{% empty %}
|
||||
-
|
||||
{% endfor %}
|
||||
{% endif %}
|
||||
{% empty %}
|
||||
-
|
||||
{% endfor %}
|
||||
{% endwith %}
|
||||
</td>
|
||||
{% endfor %}
|
||||
</tr>
|
||||
</tfoot>
|
||||
</table>
|
||||
</div>
|
||||
</div>
|
||||
</div>
|
||||
{% else %}
|
||||
<c-msg.empty title="{% translate 'No transactions for this year' %}"></c-msg.empty>
|
||||
{% endif %}
|
||||
</div>
|
||||
@@ -126,6 +126,11 @@
|
||||
hx-get="{% url 'insights_year_by_year' %}">
|
||||
{% trans 'Year by Year' %}
|
||||
</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 'insights_month_by_month' %}">
|
||||
{% trans 'Month by Month' %}
|
||||
</button>
|
||||
</div>
|
||||
</div>
|
||||
</div>
|
||||
|
||||
Reference in New Issue
Block a user