mirror of
https://github.com/eitchtee/WYGIWYH.git
synced 2026-04-23 09:08:39 +02:00
feat: finish adding DCA Tracker tool
This commit is contained in:
Herculino Trotta
11
app/templates/dca/fragments/entry/add.html
Normal file
11
app/templates/dca/fragments/entry/add.html
Normal file
@@ -0,0 +1,11 @@
|
||||
{% extends 'extends/offcanvas.html' %}
|
||||
{% load i18n %}
|
||||
{% load crispy_forms_tags %}
|
||||
|
||||
{% block title %}{% translate 'Add DCA entry' %}{% endblock %}
|
||||
|
||||
{% block body %}
|
||||
<form hx-post="{% url 'dca_entry_add' strategy_id=strategy.id %}" hx-target="#generic-offcanvas" novalidate>
|
||||
{% crispy form %}
|
||||
</form>
|
||||
{% endblock %}
|
||||
11
app/templates/dca/fragments/entry/edit.html
Normal file
11
app/templates/dca/fragments/entry/edit.html
Normal file
@@ -0,0 +1,11 @@
|
||||
{% extends 'extends/offcanvas.html' %}
|
||||
{% load i18n %}
|
||||
{% load crispy_forms_tags %}
|
||||
|
||||
{% block title %}{% translate 'Edit DCA entry' %}{% endblock %}
|
||||
|
||||
{% block body %}
|
||||
<form hx-post="{% url 'exchange_rate_edit' pk=exchange_rate.id %}" hx-target="#generic-offcanvas" novalidate>
|
||||
{% crispy form %}
|
||||
</form>
|
||||
{% endblock %}
|
||||
11
app/templates/dca/fragments/strategy/add.html
Normal file
11
app/templates/dca/fragments/strategy/add.html
Normal file
@@ -0,0 +1,11 @@
|
||||
{% extends 'extends/offcanvas.html' %}
|
||||
{% load i18n %}
|
||||
{% load crispy_forms_tags %}
|
||||
|
||||
{% block title %}{% translate 'Add DCA strategy' %}{% endblock %}
|
||||
|
||||
{% block body %}
|
||||
<form hx-post="{% url 'dca_strategy_add' %}" hx-target="#generic-offcanvas" novalidate>
|
||||
{% crispy form %}
|
||||
</form>
|
||||
{% endblock %}
|
||||
222
app/templates/dca/fragments/strategy/details.html
Normal file
222
app/templates/dca/fragments/strategy/details.html
Normal file
@@ -0,0 +1,222 @@
|
||||
{% load i18n %}
|
||||
<div class="container px-md-3 py-3 column-gap-5">
|
||||
<div class="tw-text-3xl fw-bold font-monospace tw-w-full mb-3">
|
||||
<div>{{ strategy.name }}</div>
|
||||
</div>
|
||||
|
||||
<div class="row row-cols-1 row-cols-md-2 row-cols-lg-3 gy-3 gx-3">
|
||||
<div class="col">
|
||||
<div class="card">
|
||||
<div class="card-body">
|
||||
<h5 class="card-title">{% trans "Total Invested" %}</h5>
|
||||
<div class="card-text">
|
||||
<c-amount.display
|
||||
:amount="strategy.total_invested"
|
||||
:prefix="strategy.payment_currency.prefix"
|
||||
:suffix="strategy.payment_currency.suffix"
|
||||
:decimal_places="strategy.payment_currency.decimal_places"></c-amount.display>
|
||||
</div>
|
||||
</div>
|
||||
</div>
|
||||
</div>
|
||||
<div class="col">
|
||||
<div class="card">
|
||||
<div class="card-body">
|
||||
<h5 class="card-title">{% trans "Total Received" %}</h5>
|
||||
<div class="card-text">
|
||||
<c-amount.display
|
||||
:amount="strategy.total_received"
|
||||
:prefix="strategy.target_currency.prefix"
|
||||
:suffix="strategy.target_currency.suffix"
|
||||
:decimal_places="strategy.target_currency.decimal_places"></c-amount.display>
|
||||
</div>
|
||||
</div>
|
||||
</div>
|
||||
</div>
|
||||
<div class="col">
|
||||
<div class="card">
|
||||
<div class="card-body">
|
||||
<h5 class="card-title">{% trans "Average Entry Price" %}</h5>
|
||||
<div class="card-text">
|
||||
<c-amount.display
|
||||
:amount="strategy.average_entry_price"
|
||||
:prefix="strategy.payment_currency.prefix"
|
||||
:suffix="strategy.payment_currency.suffix"
|
||||
:decimal_places="strategy.payment_currency.decimal_places"></c-amount.display>
|
||||
</div>
|
||||
</div>
|
||||
</div>
|
||||
</div>
|
||||
<div class="col">
|
||||
<div class="card">
|
||||
<div class="card-body">
|
||||
<h5 class="card-title">{% trans "Current Total Value" %}</h5>
|
||||
<div class="card-text">
|
||||
<c-amount.display
|
||||
:amount="strategy.current_total_value"
|
||||
:prefix="strategy.payment_currency.prefix"
|
||||
:suffix="strategy.payment_currency.suffix"
|
||||
:decimal_places="strategy.payment_currency.decimal_places"></c-amount.display>
|
||||
</div>
|
||||
</div>
|
||||
</div>
|
||||
</div>
|
||||
<div class="col">
|
||||
<div class="card">
|
||||
<div class="card-body">
|
||||
<h5 class="card-title">{% trans "Total P/L" %}</h5>
|
||||
<div class="card-text {% if strategy.total_profit_loss >= 0 %}text-success{% else %}text-danger{% endif %}">
|
||||
<c-amount.display
|
||||
:amount="strategy.total_profit_loss"
|
||||
:prefix="strategy.payment_currency.prefix"
|
||||
:suffix="strategy.payment_currency.suffix"
|
||||
:decimal_places="strategy.payment_currency.decimal_places">
|
||||
</c-amount.display>
|
||||
</div>
|
||||
</div>
|
||||
</div>
|
||||
</div>
|
||||
<div class="col">
|
||||
<div class="card">
|
||||
<div class="card-body">
|
||||
<h5 class="card-title">{% trans "Total % P/L" %}</h5>
|
||||
<div class="card-text {% if strategy.total_profit_loss >= 0 %}text-success{% else %}text-danger{% endif %}">
|
||||
{{ strategy.total_profit_loss_percentage|floatformat:2 }}%
|
||||
</div>
|
||||
</div>
|
||||
</div>
|
||||
</div>
|
||||
</div>
|
||||
|
||||
<!-- Entries Table -->
|
||||
<div class="row mt-4">
|
||||
<div class="col-12">
|
||||
<div class="card">
|
||||
<div class="card-body">
|
||||
{% spaceless %}
|
||||
<div class="card-title tw-text-xl">{% trans "Entries" %}<span>
|
||||
<a class="text-decoration-none p-1 category-action"
|
||||
role="button"
|
||||
data-bs-toggle="tooltip"
|
||||
data-bs-title="{% translate "Add" %}"
|
||||
hx-get="{% url 'dca_entry_add' strategy_id=strategy.id%}"
|
||||
hx-target="#generic-offcanvas">
|
||||
<i class="fa-solid fa-circle-plus fa-fw"></i>
|
||||
</a>
|
||||
</span>
|
||||
</div>
|
||||
{% endspaceless %}
|
||||
|
||||
{% if entries %}
|
||||
<div class="table-responsive">
|
||||
<table class="table table-hover text-nowrap">
|
||||
<thead>
|
||||
<tr>
|
||||
<th></th>
|
||||
<th>{% trans "Date" %}</th>
|
||||
<th>{% trans "Amount Paid" %}</th>
|
||||
<th>{% trans "Amount Received" %}</th>
|
||||
<th>{% trans "Current Value" %}</th>
|
||||
<th>{% trans "P/L" %}</th>
|
||||
</tr>
|
||||
</thead>
|
||||
<tbody>
|
||||
{% for entry in entries %}
|
||||
<tr>
|
||||
<td class="col-auto">
|
||||
<div class="btn-group" role="group" aria-label="{% translate 'Actions' %}">
|
||||
<a class="btn btn-secondary btn-sm"
|
||||
role="button"
|
||||
data-bs-toggle="tooltip"
|
||||
data-bs-title="{% translate "Edit" %}"
|
||||
hx-get="{% url 'dca_entry_edit' entry_id=entry.id strategy_id=entry.strategy.id %}"
|
||||
hx-target="#generic-offcanvas"
|
||||
hx-swap="innerHTML">
|
||||
<i class="fa-solid fa-pencil fa-fw"></i></a>
|
||||
<a class="btn btn-secondary btn-sm text-danger"
|
||||
role="button"
|
||||
data-bs-toggle="tooltip"
|
||||
data-bs-title="{% translate "Delete" %}"
|
||||
hx-delete="{% url 'dca_entry_delete' entry_id=entry.id strategy_id=entry.strategy.id %}"
|
||||
hx-trigger='confirmed'
|
||||
hx-swap="innerHTML"
|
||||
data-bypass-on-ctrl="true"
|
||||
data-title="{% translate "Are you sure?" %}"
|
||||
data-text="{% translate "You won't be able to revert this!" %}"
|
||||
data-confirm-text="{% translate "Yes, delete it!" %}"
|
||||
_="install prompt_swal"><i class="fa-solid fa-trash fa-fw"></i></a>
|
||||
</div>
|
||||
</td>
|
||||
<td>{{ entry.date|date:"SHORT_DATE_FORMAT" }}</td>
|
||||
<td><c-amount.display
|
||||
:amount="entry.amount_paid"
|
||||
:prefix="entry.strategy.payment_currency.prefix"
|
||||
:suffix="entry.strategy.payment_currency.suffix"
|
||||
:decimal_places="entry.strategy.payment_currency.decimal_places"></c-amount.display></td>
|
||||
<td><c-amount.display
|
||||
:amount="entry.amount_received"
|
||||
:prefix="entry.strategy.target_currency.prefix"
|
||||
:suffix="entry.strategy.target_currency.suffix"
|
||||
:decimal_places="entry.strategy.target_currency.decimal_places"></c-amount.display></td>
|
||||
<td><c-amount.display
|
||||
:amount="entry.current_value"
|
||||
:prefix="entry.strategy.payment_currency.prefix"
|
||||
:suffix="entry.strategy.payment_currency.suffix"
|
||||
:decimal_places="entry.strategy.payment_currency.decimal_places"></c-amount.display></td>
|
||||
<td>
|
||||
{% if entry.profit_loss_percentage > 0 %}
|
||||
<span class="badge text-bg-success"><i class="fa-solid fa-up-long me-2"></i>{{ entry.profit_loss_percentage|floatformat:"2g" }}%</span>
|
||||
{% elif entry.profit_loss_percentage < 0 %}
|
||||
<span class="badge text-bg-danger"><i class="fa-solid fa-down-long me-2"></i>{{ entry.profit_loss_percentage|floatformat:"2g" }}%</span>
|
||||
{% endif %}
|
||||
</td>
|
||||
</tr>
|
||||
{% endfor %}
|
||||
</tbody>
|
||||
</table>
|
||||
</div>
|
||||
{% else %}
|
||||
<c-msg.empty
|
||||
title="{% translate 'No entries for this DCA' %}"
|
||||
subtitle="{% translate "Try adding one" %}" :remove-padding="True"></c-msg.empty>
|
||||
{% endif %}
|
||||
</div>
|
||||
</div>
|
||||
</div>
|
||||
</div>
|
||||
|
||||
<div class="row mt-4">
|
||||
<div class="col-12">
|
||||
<div class="card">
|
||||
<div class="card-body">
|
||||
<h5 class="card-title">{% trans "Performance Over Time" %}</h5>
|
||||
<canvas id="performanceChart"></canvas>
|
||||
</div>
|
||||
</div>
|
||||
</div>
|
||||
</div>
|
||||
</div>
|
||||
|
||||
<script defer>
|
||||
// Add Chart.js initialization for performance visualization
|
||||
var perfomancectx = document.getElementById('performanceChart').getContext('2d');
|
||||
new Chart(perfomancectx, {
|
||||
type: 'line',
|
||||
data: {
|
||||
labels: [{% for entry in entries_data %}'{{ entry.entry.date|date:"Y-m-d" }}'{% if not forloop.last %}, {% endif %}{% endfor %}],
|
||||
datasets: [{
|
||||
label: '{% trans "P/L %" %}',
|
||||
data: [{% for entry in entries_data %}{{ entry.profit_loss_percentage|floatformat:"-40u" }}{% if not forloop.last %}, {% endif %}{% endfor %}],
|
||||
tension: 0.1
|
||||
}]
|
||||
},
|
||||
options: {
|
||||
responsive: true,
|
||||
scales: {
|
||||
y: {
|
||||
beginAtZero: false
|
||||
}
|
||||
}
|
||||
}
|
||||
});
|
||||
</script>
|
||||
11
app/templates/dca/fragments/strategy/edit.html
Normal file
11
app/templates/dca/fragments/strategy/edit.html
Normal file
@@ -0,0 +1,11 @@
|
||||
{% extends 'extends/offcanvas.html' %}
|
||||
{% load i18n %}
|
||||
{% load crispy_forms_tags %}
|
||||
|
||||
{% block title %}{% translate 'Edit DCA strategy' %}{% endblock %}
|
||||
|
||||
{% block body %}
|
||||
<form hx-post="{% url 'dca_entry_edit' entry_id=dca_entry.id strategy_id=dca_entry.strategy.id %}" hx-target="#generic-offcanvas" novalidate>
|
||||
{% crispy form %}
|
||||
</form>
|
||||
{% endblock %}
|
||||
54
app/templates/dca/fragments/strategy/list.html
Normal file
54
app/templates/dca/fragments/strategy/list.html
Normal file
@@ -0,0 +1,54 @@
|
||||
{% load i18n %}
|
||||
<div class="container px-md-3 py-3 column-gap-5">
|
||||
<div class="tw-text-3xl fw-bold font-monospace tw-w-full mb-3">
|
||||
{% spaceless %}
|
||||
<div>{% translate 'Dollar Cost Average Strategies' %}<span>
|
||||
<a class="text-decoration-none tw-text-2xl p-1 category-action"
|
||||
role="button"
|
||||
data-bs-toggle="tooltip"
|
||||
data-bs-title="{% translate "Add" %}"
|
||||
hx-get="{% url 'dca_strategy_add' %}"
|
||||
hx-target="#generic-offcanvas">
|
||||
<i class="fa-solid fa-circle-plus fa-fw"></i></a>
|
||||
</span></div>
|
||||
{% endspaceless %}
|
||||
</div>
|
||||
|
||||
<div class="row row-cols-1 row-cols-md-2 row-cols-lg-3 row-cols-xl-4 gy-3 gx-3">
|
||||
{% for strategy in strategies %}
|
||||
<div class="col">
|
||||
<div class="card h-100">
|
||||
<a href="{% url 'dca_strategy_detail_index' strategy_id=strategy.id %}" hx-boost="true" class="text-decoration-none card-body">
|
||||
<div class="">
|
||||
<div class="card-title tw-text-xl">{{ strategy.name }}</div>
|
||||
<div class="card-text tw-text-gray-400">{{ strategy.notes }}</div>
|
||||
</div>
|
||||
</a>
|
||||
<div class="card-footer text-end">
|
||||
<a class="text-decoration-none tw-text-gray-400 p-1"
|
||||
role="button"
|
||||
data-bs-toggle="tooltip"
|
||||
data-bs-title="{% translate "Edit" %}"
|
||||
hx-get="{% url 'dca_strategy_edit' strategy_id=strategy.id %}"
|
||||
hx-target="#generic-offcanvas">
|
||||
<i class="fa-solid fa-pencil fa-fw"></i>
|
||||
</a>
|
||||
<a class="text-danger text-decoration-none p-1"
|
||||
role="button"
|
||||
data-bs-toggle="tooltip"
|
||||
data-bs-title="{% translate "Delete" %}"
|
||||
hx-delete="{% url 'dca_strategy_delete' strategy_id=strategy.id %}"
|
||||
hx-trigger='confirmed'
|
||||
data-bypass-on-ctrl="true"
|
||||
data-title="{% translate "Are you sure?" %}"
|
||||
data-text="{% translate "You won't be able to revert this!" %}"
|
||||
data-confirm-text="{% translate "Yes, delete it!" %}"
|
||||
_="install prompt_swal">
|
||||
<i class="fa-solid fa-trash fa-fw"></i>
|
||||
</a>
|
||||
</div>
|
||||
</div>
|
||||
</div>
|
||||
{% endfor %}
|
||||
</div>
|
||||
</div>
|
||||
6
app/templates/dca/pages/strategy_detail_index.html
Normal file
6
app/templates/dca/pages/strategy_detail_index.html
Normal file
@@ -0,0 +1,6 @@
|
||||
{% extends "layouts/base.html" %}
|
||||
{% load i18n %}
|
||||
|
||||
{% block content %}
|
||||
<div hx-get="{% url 'dca_strategy_detail' strategy_id=strategy.id %}" hx-trigger="load, updated from:window" class="show-loading"></div>
|
||||
{% endblock %}
|
||||
8
app/templates/dca/pages/strategy_index.html
Normal file
8
app/templates/dca/pages/strategy_index.html
Normal file
@@ -0,0 +1,8 @@
|
||||
{% extends "layouts/base.html" %}
|
||||
{% load i18n %}
|
||||
|
||||
{% block title %}{% translate 'Dollar Cost Average Strategies' %}{% endblock %}
|
||||
|
||||
{% block content %}
|
||||
<div hx-get="{% url 'dca_strategy_list' %}" hx-trigger="load, updated from:window" class="show-loading"></div>
|
||||
{% endblock %}
|
||||
@@ -1,228 +0,0 @@
|
||||
{% extends "layouts/base.html" %}
|
||||
{% load i18n %}
|
||||
|
||||
{% block content %}
|
||||
<div class="container">
|
||||
<h1>{{ strategy.name }}</h1>
|
||||
|
||||
<div class="row">
|
||||
<div class="col-md-4">
|
||||
<div class="card">
|
||||
<div class="card-body">
|
||||
<h5 class="card-title">{% trans "Total Invested" %}</h5>
|
||||
{# <p class="card-text">{{ strategy.total_invested }} {{ strategy.payment_currency }}</p>#}
|
||||
<div class="card-text">
|
||||
<c-amount.display
|
||||
:amount="strategy.total_invested"
|
||||
:prefix="strategy.payment_currency.prefix"
|
||||
:suffix="strategy.payment_currency.suffix"
|
||||
:decimal_places="strategy.payment_currency.decimal_places"></c-amount.display>
|
||||
</div>
|
||||
</div>
|
||||
</div>
|
||||
</div>
|
||||
<div class="col-md-4">
|
||||
<div class="card">
|
||||
<div class="card-body">
|
||||
<h5 class="card-title">{% trans "Total Received" %}</h5>
|
||||
<div class="card-text">
|
||||
<c-amount.display
|
||||
:amount="strategy.total_received"
|
||||
:prefix="strategy.target_currency.prefix"
|
||||
:suffix="strategy.target_currency.suffix"
|
||||
:decimal_places="strategy.target_currency.decimal_places"></c-amount.display>
|
||||
</div>
|
||||
</div>
|
||||
</div>
|
||||
</div>
|
||||
<div class="col-md-4">
|
||||
<div class="card">
|
||||
<div class="card-body">
|
||||
<h5 class="card-title">{% trans "Average Entry Price" %}</h5>
|
||||
<div class="card-text">
|
||||
<c-amount.display
|
||||
:amount="strategy.average_entry_price"
|
||||
:prefix="strategy.payment_currency.prefix"
|
||||
:suffix="strategy.payment_currency.suffix"
|
||||
:decimal_places="strategy.payment_currency.decimal_places"></c-amount.display>
|
||||
</div>
|
||||
</div>
|
||||
</div>
|
||||
</div>
|
||||
</div>
|
||||
|
||||
<div class="row mt-4">
|
||||
<div class="col-md-4">
|
||||
<div class="card">
|
||||
<div class="card-body">
|
||||
<h5 class="card-title">{% trans "Current Total Value" %}</h5>
|
||||
<div class="card-text">
|
||||
<c-amount.display
|
||||
:amount="strategy.current_total_value"
|
||||
:prefix="strategy.payment_currency.prefix"
|
||||
:suffix="strategy.payment_currency.suffix"
|
||||
:decimal_places="strategy.payment_currency.decimal_places"></c-amount.display>
|
||||
</div>
|
||||
</div>
|
||||
</div>
|
||||
</div>
|
||||
|
||||
<div class="col-md-4">
|
||||
<div class="card">
|
||||
<div class="card-body">
|
||||
<h5 class="card-title">{% trans "Total P/L" %}</h5>
|
||||
<div class="card-text {% if strategy.total_profit_loss >= 0 %}text-success{% else %}text-danger{% endif %}">
|
||||
<c-amount.display
|
||||
:amount="strategy.total_profit_loss"
|
||||
:prefix="strategy.payment_currency.prefix"
|
||||
:suffix="strategy.payment_currency.suffix"
|
||||
:decimal_places="strategy.payment_currency.decimal_places">
|
||||
</c-amount.display>
|
||||
</div>
|
||||
</div>
|
||||
</div>
|
||||
</div>
|
||||
|
||||
<div class="col-md-4">
|
||||
<div class="card">
|
||||
<div class="card-body">
|
||||
<h5 class="card-title">{% trans "Total % P/L" %}</h5>
|
||||
<div class="card-text {% if strategy.total_profit_loss >= 0 %}text-success{% else %}text-danger{% endif %}">
|
||||
{{ strategy.total_profit_loss_percentage|floatformat:2 }}%
|
||||
</div>
|
||||
</div>
|
||||
</div>
|
||||
</div>
|
||||
</div>
|
||||
|
||||
<!-- Monthly Chart -->
|
||||
<div class="row mt-4">
|
||||
<div class="col-12">
|
||||
<div class="card">
|
||||
<div class="card-body">
|
||||
<canvas id="monthlyChart"></canvas>
|
||||
</div>
|
||||
</div>
|
||||
</div>
|
||||
</div>
|
||||
|
||||
<!-- Entries Table -->
|
||||
<div class="row mt-4">
|
||||
<div class="col-12">
|
||||
<div class="card">
|
||||
<div class="card-body">
|
||||
<h5 class="card-title">{% trans "Entries" %}</h5>
|
||||
<div class="table-responsive">
|
||||
<table class="table table-hover text-nowrap">
|
||||
<thead>
|
||||
<tr>
|
||||
<th>{% trans "Date" %}</th>
|
||||
<th>{% trans "Amount Paid" %}</th>
|
||||
<th>{% trans "Amount Received" %}</th>
|
||||
<th>{% trans "Current Value" %}</th>
|
||||
<th>{% trans "P/L" %}</th>
|
||||
<th>{% trans "Actions" %}</th>
|
||||
</tr>
|
||||
</thead>
|
||||
<tbody>
|
||||
{% for entry in entries %}
|
||||
<tr>
|
||||
<td>{{ entry.date|date:"SHORT_DATE_FORMAT" }}</td>
|
||||
<td><c-amount.display
|
||||
:amount="entry.amount_paid"
|
||||
:prefix="entry.strategy.payment_currency.prefix"
|
||||
:suffix="entry.strategy.payment_currency.suffix"
|
||||
:decimal_places="entry.strategy.payment_currency.decimal_places"></c-amount.display></td>
|
||||
<td><c-amount.display
|
||||
:amount="entry.amount_received"
|
||||
:prefix="entry.strategy.target_currency.prefix"
|
||||
:suffix="entry.strategy.target_currency.suffix"
|
||||
:decimal_places="entry.strategy.target_currency.decimal_places"></c-amount.display></td>
|
||||
<td><c-amount.display
|
||||
:amount="entry.current_value"
|
||||
:prefix="entry.strategy.payment_currency.prefix"
|
||||
:suffix="entry.strategy.payment_currency.suffix"
|
||||
:decimal_places="entry.strategy.payment_currency.decimal_places"></c-amount.display></td>
|
||||
<td>
|
||||
{% if entry.profit_loss_percentage > 0 %}
|
||||
<span class="badge text-bg-success"><i class="fa-solid fa-up-long me-2"></i>{{ entry.profit_loss_percentage|floatformat:"2g" }}%</span>
|
||||
{% elif entry.profit_loss_percentage < 0 %}
|
||||
<span class="badge text-bg-danger"><i class="fa-solid fa-down-long me-2"></i>{{ entry.profit_loss_percentage|floatformat:"2g" }}%</span>
|
||||
{% endif %}
|
||||
</td>
|
||||
<td>
|
||||
<!-- Add action buttons -->
|
||||
</td>
|
||||
</tr>
|
||||
{% endfor %}
|
||||
</tbody>
|
||||
</table>
|
||||
</div>
|
||||
</div>
|
||||
</div>
|
||||
</div>
|
||||
</div>
|
||||
|
||||
<div class="row mt-4">
|
||||
<div class="col-12">
|
||||
<div class="card">
|
||||
<div class="card-body">
|
||||
<h5 class="card-title">{% trans "Performance Over Time" %}</h5>
|
||||
<canvas id="performanceChart"></canvas>
|
||||
</div>
|
||||
</div>
|
||||
</div>
|
||||
</div>
|
||||
</div>
|
||||
{% endblock %}
|
||||
|
||||
{% block extra_js_body %}
|
||||
<script>
|
||||
// Add Chart.js initialization for performance visualization
|
||||
const perfomancectx = document.getElementById('performanceChart').getContext('2d');
|
||||
const performanceChart = new Chart(perfomancectx, {
|
||||
type: 'line',
|
||||
data: {
|
||||
labels: [{% for entry in entries_data %}'{{ entry.entry.date|date:"Y-m-d" }}'{% if not forloop.last %}, {% endif %}{% endfor %}],
|
||||
datasets: [{
|
||||
label: '{% trans "P/L %" %}',
|
||||
data: [{% for entry in entries_data %}{{ entry.profit_loss_percentage|floatformat:2 }}{% if not forloop.last %}, {% endif %}{% endfor %}],
|
||||
borderColor: 'rgb(75, 192, 192)',
|
||||
tension: 0.1
|
||||
}]
|
||||
},
|
||||
options: {
|
||||
responsive: true,
|
||||
scales: {
|
||||
y: {
|
||||
beginAtZero: true
|
||||
}
|
||||
}
|
||||
}
|
||||
});
|
||||
</script>
|
||||
<script>
|
||||
// Add Chart.js initialization for performance visualization
|
||||
const ctx = document.getElementById('monthlyChart').getContext('2d');
|
||||
const chart = new Chart(ctx, {
|
||||
type: 'line',
|
||||
data: {
|
||||
labels: [{% for entry in monthly_data %}'{{ entry.date|date:"Y-m-d" }}'{% if not forloop.last %}, {% endif %}{% endfor %}],
|
||||
datasets: [{
|
||||
label: '{% trans "P/L %" %}',
|
||||
data: [{% for entry in monthly_data %}{{ entry.total_paid|floatformat:2 }}{% if not forloop.last %}, {% endif %}{% endfor %}],
|
||||
borderColor: 'rgb(75, 192, 192)',
|
||||
tension: 0.1
|
||||
}]
|
||||
},
|
||||
options: {
|
||||
responsive: true,
|
||||
scales: {
|
||||
y: {
|
||||
beginAtZero: true
|
||||
}
|
||||
}
|
||||
}
|
||||
});
|
||||
</script>
|
||||
{% endblock %}
|
||||
@@ -56,6 +56,19 @@
|
||||
href="{% url 'recurring_trasanctions_index' %}">{% translate 'Recurring Transactions' %}</a></li>
|
||||
</ul>
|
||||
</li>
|
||||
<li class="nav-item dropdown">
|
||||
<a class="nav-link dropdown-toggle {% active_link views='dca_strategy_index||dca_strategy_detail_index' %}"
|
||||
href="#" role="button"
|
||||
data-bs-toggle="dropdown"
|
||||
aria-expanded="false">
|
||||
{% translate 'Tools' %}
|
||||
</a>
|
||||
<ul class="dropdown-menu">
|
||||
<li><a class="dropdown-item {% active_link views='dca_strategy_index||dca_strategy_detail_index' %}"
|
||||
href="{% url 'dca_strategy_index' %}">{% translate 'Dollar Cost Average Tracker' %}</a></li>
|
||||
<li>
|
||||
</ul>
|
||||
</li>
|
||||
<li class="nav-item dropdown">
|
||||
<a class="nav-link dropdown-toggle {% active_link views='tags_index||categories_index||accounts_index||account_groups_index||currencies_index||exchange_rates_index||rules_index' %}"
|
||||
href="#" role="button"
|
||||
|
||||
Reference in New Issue
Block a user