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feat(insights): category explorer

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Herculino Trotta
2025-02-16 13:03:02 -03:00
parent 5521eb20bf
commit 7f231175b2
9 changed files with 415 additions and 24 deletions
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101
app/apps/insights/utils/category_explorer.py Normal file
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from django.db.models import Sum, Case, When, F, DecimalField, Value
from django.db.models.functions import Coalesce
from django.utils.translation import gettext_lazy as _
def get_category_sums_by_account(queryset, category):
"""
Returns income/expense sums per account for a specific category.
"""
sums = (
queryset.filter(category=category)
.values("account__name")
.annotate(
income=Coalesce(
Sum(
Case(
When(type="IN", then="amount"),
default=Value(0),
output_field=DecimalField(max_digits=42, decimal_places=30),
)
),
Value(0),
output_field=DecimalField(max_digits=42, decimal_places=30),
),
expense=Coalesce(
Sum(
Case(
When(type="EX", then=-F("amount")),
default=Value(0),
output_field=DecimalField(max_digits=42, decimal_places=30),
)
),
Value(0),
output_field=DecimalField(max_digits=42, decimal_places=30),
),
)
.order_by("account__name")
)
return {
"labels": [item["account__name"] for item in sums],
"datasets": [
{
"label": _("Income"),
"data": [float(item["income"]) for item in sums],
},
{
"label": _("Expenses"),
"data": [float(item["expense"]) for item in sums],
},
],
}
def get_category_sums_by_currency(queryset, category):
"""
Returns income/expense sums per currency for a specific category.
"""
sums = (
queryset.filter(category=category)
.values("account__currency__code")
.annotate(
income=Coalesce(
Sum(
Case(
When(type="IN", then="amount"),
default=Value(0),
output_field=DecimalField(max_digits=42, decimal_places=30),
)
),
Value(0),
output_field=DecimalField(max_digits=42, decimal_places=30),
),
expense=Coalesce(
Sum(
Case(
When(type="EX", then=-F("amount")),
default=Value(0),
output_field=DecimalField(max_digits=42, decimal_places=30),
)
),
Value(0),
output_field=DecimalField(max_digits=42, decimal_places=30),
),
)
.order_by("account__currency__code")
)
return {
"labels": [item["account__currency__code"] for item in sums],
"datasets": [
{
"label": _("Income"),
"data": [float(item["income"]) for item in sums],
},
{
"label": _("Expenses"),
"data": [float(item["expense"]) for item in sums],
},
],
}