feat: implement django-cotton

This commit is contained in:
Herculino Trotta
2024-10-18 15:05:01 -03:00
parent 3aa6f12677
commit 8a3799c359
10 changed files with 379 additions and 266 deletions

View File

@@ -20,229 +20,79 @@ def index(request):
return redirect(to="yearly_overview", year=now.year)
# def yearly_overview(request, year: int):
# transactions = Transaction.objects.filter(date__year=year)
#
# monthly_data = (
# transactions.annotate(month=TruncMonth("date"))
# .values(
# "month",
# "account__id",
# "account__name",
# "account__group__name",
# "account__currency__code",
# "account__currency__suffix",
# "account__currency__prefix",
# "account__currency__decimal_places",
# )
# .annotate(
# income_paid=Coalesce(
# Sum(
# Case(
# When(
# type=Transaction.Type.INCOME, is_paid=True, then=F("amount")
# ),
# default=Value(Decimal("0")),
# output_field=DecimalField(),
# )
# ),
# Value(Decimal("0")),
# output_field=DecimalField(),
# ),
# expense_paid=Coalesce(
# Sum(
# Case(
# When(
# type=Transaction.Type.EXPENSE,
# is_paid=True,
# then=F("amount"),
# ),
# default=Value(Decimal("0")),
# output_field=DecimalField(),
# )
# ),
# Value(Decimal("0")),
# output_field=DecimalField(),
# ),
# income_unpaid=Coalesce(
# Sum(
# Case(
# When(
# type=Transaction.Type.INCOME,
# is_paid=False,
# then=F("amount"),
# ),
# default=Value(Decimal("0")),
# output_field=DecimalField(),
# )
# ),
# Value(Decimal("0")),
# output_field=DecimalField(),
# ),
# expense_unpaid=Coalesce(
# Sum(
# Case(
# When(
# type=Transaction.Type.EXPENSE,
# is_paid=False,
# then=F("amount"),
# ),
# default=Value(Decimal("0")),
# output_field=DecimalField(),
# )
# ),
# Value(Decimal("0")),
# output_field=DecimalField(),
# ),
# )
# .annotate(
# balance_unpaid=F("income_unpaid") - F("expense_unpaid"),
# balance_paid=F("income_paid") - F("expense_paid"),
# balance_total=F("income_paid")
# + F("income_unpaid")
# - F("expense_paid")
# - F("expense_unpaid"),
# )
# .order_by("month", "account__group__name")
# )
#
# # Create a list of all months in the year
# all_months = [date(year, month, 1) for month in range(1, 13)]
#
# # Create a dictionary to store the final result
# result = {
# month: {
# "income_paid": [],
# "expense_paid": [],
# "income_unpaid": [],
# "expense_unpaid": [],
# "balance_unpaid": [],
# "balance_paid": [],
# "balance_total": [],
# }
# for month in all_months
# }
#
# # Fill in the data
# for entry in monthly_data:
# month = entry["month"]
# account_info = {
# "id": entry["account__id"],
# "name": entry["account__name"],
# "currency": entry["account__currency__code"],
# "suffix": entry["account__currency__suffix"],
# "prefix": entry["account__currency__prefix"],
# "decimal_places": entry["account__currency__decimal_places"],
# "group": entry["account__group__name"],
# }
#
# for field in [
# "income_paid",
# "expense_paid",
# "income_unpaid",
# "expense_unpaid",
# "balance_unpaid",
# "balance_paid",
# "balance_total",
# ]:
# result[month][field].append(
# {"account": account_info, "amount": entry[field]}
# )
#
# # Fill in missing months with empty lists
# for month in all_months:
# if not any(result[month].values()):
# result[month] = {
# "income_paid": [],
# "expense_paid": [],
# "income_unpaid": [],
# "expense_unpaid": [],
# "balance_unpaid": [],
# "balance_paid": [],
# "balance_total": [],
# }
#
# from pprint import pprint
#
# pprint(result)
#
# return render(
# request,
# "yearly_overview/pages/overview2.html",
# context={
# "year": year,
# # "next_month": next_month,
# # "next_year": next_year,
# # "previous_month": previous_month,
# # "previous_year": previous_year,
# "data": result,
# },
# )
def yearly_overview(request, year: int):
# First, let's create a base queryset for the given year
base_queryset = Transaction.objects.filter(date__year=year)
transactions = Transaction.objects.filter(date__year=year)
# Create a list of all months in the year
months = [f"{year}-{month:02d}-01" for month in range(1, 13)]
# Create the queryset with all the required annotations
queryset = (
base_queryset.annotate(month=TruncMonth("date"))
.values("month", "account__group__name")
monthly_data = (
transactions.annotate(month=TruncMonth("date"))
.values(
"month",
"account__id",
"account__name",
"account__group__name",
"account__currency__code",
"account__currency__suffix",
"account__currency__prefix",
"account__currency__decimal_places",
)
.annotate(
income_paid=Coalesce(
Sum(
Case(
When(
Q(type=Transaction.Type.INCOME, is_paid=True),
then=F("amount"),
type=Transaction.Type.INCOME, is_paid=True, then=F("amount")
),
default=Value(0),
default=Value(Decimal("0")),
output_field=DecimalField(),
)
),
Value(0, output_field=DecimalField()),
Value(Decimal("0")),
output_field=DecimalField(),
),
expense_paid=Coalesce(
Sum(
Case(
When(
Q(type=Transaction.Type.EXPENSE, is_paid=True),
type=Transaction.Type.EXPENSE,
is_paid=True,
then=F("amount"),
),
default=Value(0),
default=Value(Decimal("0")),
output_field=DecimalField(),
)
),
Value(0, output_field=DecimalField()),
Value(Decimal("0")),
output_field=DecimalField(),
),
income_unpaid=Coalesce(
Sum(
Case(
When(
Q(type=Transaction.Type.INCOME, is_paid=False),
type=Transaction.Type.INCOME,
is_paid=False,
then=F("amount"),
),
default=Value(0),
default=Value(Decimal("0")),
output_field=DecimalField(),
)
),
Value(0, output_field=DecimalField()),
Value(Decimal("0")),
output_field=DecimalField(),
),
expense_unpaid=Coalesce(
Sum(
Case(
When(
Q(type=Transaction.Type.EXPENSE, is_paid=False),
type=Transaction.Type.EXPENSE,
is_paid=False,
then=F("amount"),
),
default=Value(0),
default=Value(Decimal("0")),
output_field=DecimalField(),
)
),
Value(0, output_field=DecimalField()),
Value(Decimal("0")),
output_field=DecimalField(),
),
)
.annotate(
@@ -256,45 +106,65 @@ def yearly_overview(request, year: int):
.order_by("month", "account__group__name")
)
# Create a dictionary to store results
results = {month: {} for month in months}
# Create a list of all months in the year
all_months = [date(year, month, 1) for month in range(1, 13)]
# Populate the results dictionary
for entry in queryset:
# Create a dictionary to store the final result
result = {
month: {
"income_paid": [],
"expense_paid": [],
"income_unpaid": [],
"expense_unpaid": [],
"balance_unpaid": [],
"balance_paid": [],
"balance_total": [],
}
for month in all_months
}
# Fill in the data
for entry in monthly_data:
month = entry["month"]
account_group = entry["account__group__name"]
account_info = {
"id": entry["account__id"],
"name": entry["account__name"],
"currency": entry["account__currency__code"],
"suffix": entry["account__currency__suffix"],
"prefix": entry["account__currency__prefix"],
"decimal_places": entry["account__currency__decimal_places"],
"group": entry["account__group__name"],
}
if account_group not in results[month]:
results[month][account_group] = {
"income_paid": entry["income_paid"],
"expense_paid": entry["expense_paid"],
"income_unpaid": entry["income_unpaid"],
"expense_unpaid": entry["expense_unpaid"],
"balance_unpaid": entry["balance_unpaid"],
"balance_paid": entry["balance_paid"],
"balance_total": entry["balance_total"],
for field in [
"income_paid",
"expense_paid",
"income_unpaid",
"expense_unpaid",
"balance_unpaid",
"balance_paid",
"balance_total",
]:
result[month][field].append(
{"account": account_info, "amount": entry[field]}
)
# Fill in missing months with empty lists
for month in all_months:
if not any(result[month].values()):
result[month] = {
"income_paid": [],
"expense_paid": [],
"income_unpaid": [],
"expense_unpaid": [],
"balance_unpaid": [],
"balance_paid": [],
"balance_total": [],
}
else:
# If the account group already exists, update the values
for key in [
"income_paid",
"expense_paid",
"income_unpaid",
"expense_unpaid",
"balance_unpaid",
"balance_paid",
"balance_total",
]:
results[month][account_group][key] += entry[key]
# Replace empty months with "-"
for month in results:
if not results[month]:
results[month] = "-"
from pprint import pprint
pprint(results)
pprint(result)
return render(
request,
@@ -305,11 +175,142 @@ def yearly_overview(request, year: int):
# "next_year": next_year,
# "previous_month": previous_month,
# "previous_year": previous_year,
"data": results,
"data": result,
},
)
# def yearly_overview(request, year: int):
# # First, let's create a base queryset for the given year
# base_queryset = Transaction.objects.filter(date__year=year)
#
# # Create a list of all months in the year
# months = [month for month in range(1, 13)]
#
# # Create the queryset with all the required annotations
# queryset = (
# base_queryset.annotate(month=TruncMonth("date"))
# .values("month", "account__group__name")
# .annotate(
# income_paid=Coalesce(
# Sum(
# Case(
# When(
# Q(type=Transaction.Type.INCOME, is_paid=True),
# then=F("amount"),
# ),
# default=Value(0),
# output_field=DecimalField(),
# )
# ),
# Value(0, output_field=DecimalField()),
# ),
# expense_paid=Coalesce(
# Sum(
# Case(
# When(
# Q(type=Transaction.Type.EXPENSE, is_paid=True),
# then=F("amount"),
# ),
# default=Value(0),
# output_field=DecimalField(),
# )
# ),
# Value(0, output_field=DecimalField()),
# ),
# income_unpaid=Coalesce(
# Sum(
# Case(
# When(
# Q(type=Transaction.Type.INCOME, is_paid=False),
# then=F("amount"),
# ),
# default=Value(0),
# output_field=DecimalField(),
# )
# ),
# Value(0, output_field=DecimalField()),
# ),
# expense_unpaid=Coalesce(
# Sum(
# Case(
# When(
# Q(type=Transaction.Type.EXPENSE, is_paid=False),
# then=F("amount"),
# ),
# default=Value(0),
# output_field=DecimalField(),
# )
# ),
# Value(0, output_field=DecimalField()),
# ),
# )
# .annotate(
# balance_unpaid=F("income_unpaid") - F("expense_unpaid"),
# balance_paid=F("income_paid") - F("expense_paid"),
# balance_total=F("income_paid")
# + F("income_unpaid")
# - F("expense_paid")
# - F("expense_unpaid"),
# )
# .order_by("month", "account__group__name")
# )
#
# # Create a dictionary to store results
# results = {month: {} for month in months}
# print(results)
#
# # Populate the results dictionary
# for entry in queryset:
# month = int(entry["month"].strftime("%m"))
# account_group = entry["account__group__name"]
#
# if account_group not in results[month]:
# results[month][account_group] = {
# "income_paid": entry["income_paid"],
# "expense_paid": entry["expense_paid"],
# "income_unpaid": entry["income_unpaid"],
# "expense_unpaid": entry["expense_unpaid"],
# "balance_unpaid": entry["balance_unpaid"],
# "balance_paid": entry["balance_paid"],
# "balance_total": entry["balance_total"],
# }
# else:
# # If the account group already exists, update the values
# for key in [
# "income_paid",
# "expense_paid",
# "income_unpaid",
# "expense_unpaid",
# "balance_unpaid",
# "balance_paid",
# "balance_total",
# ]:
# results[month][account_group][key] += entry[key]
#
# # Replace empty months with "-"
# for month in results:
# if not results[month]:
# results[month] = "-"
#
# from pprint import pprint
#
# pprint(results)
#
# return render(
# request,
# "yearly_overview/pages/overview2.html",
# context={
# "year": year,
# # "next_month": next_month,
# # "next_year": next_year,
# # "previous_month": previous_month,
# # "previous_year": previous_year,
# "data": results,
# },
# )
# def yearly_overview(request, year: int):
# transactions = Transaction.objects.filter(reference_date__year=year)
#