feat(networth): add a chart with the currency difference between each month

This commit is contained in:
Herculino Trotta
2025-09-20 11:02:23 -03:00
parent bb3cc5da6c
commit 9dce5e9efe
4 changed files with 453 additions and 309 deletions

View File

@@ -182,3 +182,29 @@ def calculate_historical_account_balance(queryset):
historical_account_balance[date_filter(end_date, "b Y")] = month_data
return historical_account_balance
def calculate_monthly_net_worth_difference(historical_net_worth):
diff_dict = OrderedDict()
if not historical_net_worth:
return diff_dict
# Get all currencies
currencies = set()
for data in historical_net_worth.values():
currencies.update(data.keys())
# Initialize prev_values for all currencies
prev_values = {currency: Decimal("0.00") for currency in currencies}
for month, values in historical_net_worth.items():
diff_values = {}
for currency in sorted(list(currencies)):
current_val = values.get(currency, Decimal("0.00"))
prev_val = prev_values.get(currency, Decimal("0.00"))
diff_values[currency] = current_val - prev_val
diff_dict[month] = diff_values
prev_values = values.copy()
return diff_dict

View File

@@ -8,6 +8,7 @@ from django.views.decorators.http import require_http_methods
from apps.net_worth.utils.calculate_net_worth import (
calculate_historical_currency_net_worth,
calculate_historical_account_balance,
calculate_monthly_net_worth_difference,
)
from apps.transactions.models import Transaction
from apps.transactions.utils.calculations import (
@@ -96,6 +97,38 @@ def net_worth(request):
chart_data_currency_json = json.dumps(chart_data_currency, cls=DjangoJSONEncoder)
monthly_difference_data = calculate_monthly_net_worth_difference(
historical_net_worth=historical_currency_net_worth
)
diff_labels = (
list(monthly_difference_data.keys()) if monthly_difference_data else []
)
diff_currencies = (
list(monthly_difference_data[diff_labels[0]].keys())
if monthly_difference_data and diff_labels
else []
)
diff_datasets = []
for i, currency in enumerate(diff_currencies):
data = [
float(month_data.get(currency, 0))
for month_data in monthly_difference_data.values()
]
diff_datasets.append(
{
"label": currency,
"data": data,
"borderWidth": 3,
}
)
chart_data_monthly_difference = {"labels": diff_labels, "datasets": diff_datasets}
chart_data_monthly_difference_json = json.dumps(
chart_data_monthly_difference, cls=DjangoJSONEncoder
)
historical_account_balance = calculate_historical_account_balance(
queryset=transactions_account_queryset
)
@@ -140,6 +173,7 @@ def net_worth(request):
"chart_data_accounts_json": chart_data_accounts_json,
"accounts": accounts,
"type": view_type,
"chart_data_monthly_difference_json": chart_data_monthly_difference_json,
},
)