mirror of
https://github.com/eitchtee/WYGIWYH.git
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Merge pull request #477 from eitchtee/dev
feat(insights): new year by year insight
This commit is contained in:
Herculino Trotta
@@ -49,4 +49,9 @@ urlpatterns = [
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views.emergency_fund,
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name="insights_emergency_fund",
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),
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path(
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"insights/year-by-year/",
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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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]
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303
app/apps/insights/utils/year_by_year.py
Normal file
303
app/apps/insights/utils/year_by_year.py
Normal file
@@ -0,0 +1,303 @@
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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 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_year_by_year_data(group_by="categories"):
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"""
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Aggregate transaction totals by year for categories, tags, or entities.
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Args:
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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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"years": [2025, 2024, ...], # Sorted descending
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"items": {
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item_id: {
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"name": "Item Name",
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"year_totals": {
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2025: {"currencies": {...}},
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...
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},
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"total": {"currencies": {...}} # Sum across all years
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},
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...
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},
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"year_totals": { # Sum across all items for each year
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2025: {"currencies": {...}},
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...
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},
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"grand_total": {"currencies": {...}} # Sum of everything
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}
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"""
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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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# 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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# Get all unique years with transactions
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years = (
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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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years = list(years)
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if not years:
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return {
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"years": [],
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"items": {},
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"year_totals": {},
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"grand_total": {"currencies": {}},
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}
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# Aggregate by group, year, 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__year",
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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__year")
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)
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# Build result structure
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result = {
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"years": years,
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"items": OrderedDict(),
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"year_totals": {}, # Totals per year across all items
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"grand_total": {"currencies": {}}, # Grand total across everything
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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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year = metric["reference_date__year"]
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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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"year_totals": {},
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"total": {"currencies": {}}, # Total for this item across all years
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}
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if year not in result["items"][item_key]["year_totals"]:
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result["items"][item_key]["year_totals"][year] = {"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]["year_totals"][year]["currencies"][currency_id] = (
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currency_data
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)
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# Accumulate item total (across all years 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 year total (across all items for this year)
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if year not in result["year_totals"]:
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result["year_totals"][year] = {"currencies": {}}
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if currency_id not in result["year_totals"][year]["currencies"]:
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result["year_totals"][year]["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["year_totals"][year]["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 year totals
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for year, year_data in result["year_totals"].items():
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for currency_id, total_data in year_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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@@ -306,3 +306,30 @@ def emergency_fund(request):
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"insights/fragments/emergency_fund.html",
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{"data": currency_net_worth},
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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 year_by_year(request):
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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_year_by_year_group_by"] = group_by
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else:
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group_by = request.session.get("insights_year_by_year_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_year_by_year_data(group_by=group_by)
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return render(
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request,
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"insights/fragments/year_by_year.html",
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{
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"data": data,
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"group_by": group_by,
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},
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)
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208
app/templates/insights/fragments/year_by_year.html
Normal file
208
app/templates/insights/fragments/year_by_year.html
Normal file
@@ -0,0 +1,208 @@
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{% load i18n %}
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<div hx-get="{% url 'insights_year_by_year' %}" hx-trigger="updated from:window" class="show-loading"
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hx-swap="outerHTML" hx-include="#group-by-selector">
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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" _="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"
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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"
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autocomplete="off"
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value="tags"
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aria-label="{% trans 'Tags' %}"
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{% 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"
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id="entities-view"
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autocomplete="off"
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value="entities"
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aria-label="{% trans 'Entities' %}"
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{% if group_by == "entities" %}checked{% endif %}>
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<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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{% if data.years %}
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<div class="card bg-base-100 card-border">
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<div class="card-body">
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<div class="overflow-x-auto">
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<table class="table">
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<thead>
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<tr>
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<th scope="col" class="sticky left-0 bg-base-100 z-10">
|
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{% if group_by == "categories" %}
|
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{% trans 'Category' %}
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{% elif group_by == "tags" %}
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{% trans 'Tag' %}
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{% else %}
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{% trans 'Entity' %}
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{% endif %}
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</th>
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<th scope="col" class="text-center font-bold">{% trans 'Total' %}</th>
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{% for year in data.years %}
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<th scope="col" class="text-center">{{ year }}</th>
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{% endfor %}
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</tr>
|
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</thead>
|
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<tbody>
|
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{% for item_id, item in data.items.items %}
|
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<tr>
|
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<th class="text-nowrap sticky left-0 bg-base-100 z-10">
|
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{% if item.name %}
|
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{{ item.name }}
|
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{% else %}
|
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{% if group_by == "categories" %}
|
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{% trans 'Uncategorized' %}
|
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{% elif group_by == "tags" %}
|
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{% trans 'Untagged' %}
|
||||
{% else %}
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{% trans 'No entity' %}
|
||||
{% endif %}
|
||||
{% endif %}
|
||||
</th>
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||||
{# 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>
|
||||
{# Year columns #}
|
||||
{% for year in data.years %}
|
||||
<td class="text-nowrap text-center">
|
||||
{% with year_data=item.year_totals %}
|
||||
{% for y, y_data in year_data.items %}
|
||||
{% if y == year %}
|
||||
{% for currency_id, currency_data in y_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>
|
||||
{# Year totals #}
|
||||
{% for year in data.years %}
|
||||
<td class="text-nowrap text-center">
|
||||
{% with year_total=data.year_totals %}
|
||||
{% for y, y_data in year_total.items %}
|
||||
{% if y == year %}
|
||||
{% for currency_id, currency_data in y_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' %}"></c-msg.empty>
|
||||
{% endif %}
|
||||
</div>
|
||||
@@ -121,6 +121,11 @@
|
||||
hx-get="{% url 'insights_emergency_fund' %}">
|
||||
{% trans 'Emergency Fund' %}
|
||||
</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_year_by_year' %}">
|
||||
{% trans 'Year by Year' %}
|
||||
</button>
|
||||
</div>
|
||||
</div>
|
||||
</div>
|
||||
|
||||
Reference in New Issue
Block a user