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Code Issues 14 Packages Projects Releases 10 Wiki Activity

feat(insights:category-explorer): separate current and projected totals

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This commit is contained in:
Herculino Trotta
2025-02-18 20:46:06 -03:00
parent 09e380a480
commit 835316d0f3
4 changed files with 262 additions and 170 deletions
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96
app/apps/insights/utils/category_explorer.py
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@@ -3,7 +3,7 @@ from django.db.models.functions import Coalesce
from django.utils.translation import gettext_lazy as _
def get_category_sums_by_account(queryset, category):
def get_category_sums_by_account(queryset, category=None):
"""
Returns income/expense sums per account for a specific category.
"""
@@ -11,10 +11,11 @@ def get_category_sums_by_account(queryset, category):
queryset.filter(category=category)
.values("account__name")
.annotate(
income=Coalesce(
current_income=Coalesce(
Sum(
Case(
When(type="IN", then="amount"),
When(is_paid=True, then="amount"),
default=Value(0),
output_field=DecimalField(max_digits=42, decimal_places=30),
)
@@ -22,10 +23,35 @@ def get_category_sums_by_account(queryset, category):
Value(0),
output_field=DecimalField(max_digits=42, decimal_places=30),
),
expense=Coalesce(
current_expense=Coalesce(
Sum(
Case(
When(type="EX", then=-F("amount")),
When(is_paid=True, 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),
),
projected_income=Coalesce(
Sum(
Case(
When(type="IN", then="amount"),
When(is_paid=False, 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),
),
projected_expense=Coalesce(
Sum(
Case(
When(type="EX", then=-F("amount")),
When(is_paid=False, then="amount"),
default=Value(0),
output_field=DecimalField(max_digits=42, decimal_places=30),
)
@@ -41,18 +67,26 @@ def get_category_sums_by_account(queryset, category):
"labels": [item["account__name"] for item in sums],
"datasets": [
{
"label": _("Income"),
"data": [float(item["income"]) for item in sums],
"label": _("Current Income"),
"data": [float(item["current_income"]) for item in sums],
},
{
"label": _("Expenses"),
"data": [float(item["expense"]) for item in sums],
"label": _("Current Expenses"),
"data": [float(item["current_expense"]) for item in sums],
},
{
"label": _("Projected Income"),
"data": [float(item["projected_income"]) for item in sums],
},
{
"label": _("Projected Expenses"),
"data": [float(item["projected_expense"]) for item in sums],
},
],
}
def get_category_sums_by_currency(queryset, category):
def get_category_sums_by_currency(queryset, category=None):
"""
Returns income/expense sums per currency for a specific category.
"""
@@ -60,10 +94,11 @@ def get_category_sums_by_currency(queryset, category):
queryset.filter(category=category)
.values("account__currency__name")
.annotate(
income=Coalesce(
current_income=Coalesce(
Sum(
Case(
When(type="IN", then="amount"),
When(is_paid=True, then="amount"),
default=Value(0),
output_field=DecimalField(max_digits=42, decimal_places=30),
)
@@ -71,10 +106,35 @@ def get_category_sums_by_currency(queryset, category):
Value(0),
output_field=DecimalField(max_digits=42, decimal_places=30),
),
expense=Coalesce(
current_expense=Coalesce(
Sum(
Case(
When(type="EX", then=-F("amount")),
When(is_paid=True, 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),
),
projected_income=Coalesce(
Sum(
Case(
When(type="IN", then="amount"),
When(is_paid=False, 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),
),
projected_expense=Coalesce(
Sum(
Case(
When(type="EX", then=-F("amount")),
When(is_paid=False, then="amount"),
default=Value(0),
output_field=DecimalField(max_digits=42, decimal_places=30),
)
@@ -90,12 +150,20 @@ def get_category_sums_by_currency(queryset, category):
"labels": [item["account__currency__name"] for item in sums],
"datasets": [
{
"label": _("Income"),
"data": [float(item["income"]) for item in sums],
"label": _("Current Income"),
"data": [float(item["current_income"]) for item in sums],
},
{
"label": _("Expenses"),
"data": [float(item["expense"]) for item in sums],
"label": _("Current Expenses"),
"data": [float(item["current_expense"]) for item in sums],
},
{
"label": _("Projected Income"),
"data": [float(item["projected_income"]) for item in sums],
},
{
"label": _("Projected Expenses"),
"data": [float(item["projected_expense"]) for item in sums],
},
],
}