mirror of
https://github.com/eitchtee/WYGIWYH.git
synced 2026-04-24 01:28:42 +02:00
feat: finish adding DCA Tracker tool
This commit is contained in:
@@ -1,16 +1,24 @@
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from crispy_forms.bootstrap import FormActions
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from django import forms
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from django import forms
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from crispy_forms.helper import FormHelper
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from crispy_forms.helper import FormHelper
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from crispy_forms.layout import Layout, Row, Column
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from crispy_forms.layout import Layout, Row, Column
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from django.utils.translation import gettext_lazy as _
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from django.utils.translation import gettext_lazy as _
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from .models import DCAStrategy, DCAEntry
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from apps.common.widgets.tom_select import TomSelect
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from apps.dca.models import DCAStrategy, DCAEntry
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from apps.common.widgets.decimal import ArbitraryDecimalDisplayNumberInput
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from apps.common.widgets.decimal import ArbitraryDecimalDisplayNumberInput
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from apps.common.widgets.crispy.submit import NoClassSubmit
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class DCAStrategyForm(forms.ModelForm):
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class DCAStrategyForm(forms.ModelForm):
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class Meta:
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class Meta:
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model = DCAStrategy
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model = DCAStrategy
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fields = ["name", "target_currency", "payment_currency", "notes"]
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fields = ["name", "target_currency", "payment_currency", "notes"]
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widgets = {
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"target_currency": TomSelect(clear_button=False),
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"payment_currency": TomSelect(clear_button=False),
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"notes": forms.Textarea(attrs={"rows": 3}),
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}
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def __init__(self, *args, **kwargs):
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def __init__(self, *args, **kwargs):
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super().__init__(*args, **kwargs)
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super().__init__(*args, **kwargs)
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@@ -19,12 +27,29 @@ class DCAStrategyForm(forms.ModelForm):
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self.helper.layout = Layout(
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self.helper.layout = Layout(
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"name",
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"name",
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Row(
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Row(
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Column("target_currency", css_class="form-group col-md-6"),
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Column("payment_currency", css_class="form-group col-md-6"),
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Column("payment_currency", css_class="form-group col-md-6"),
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Column("target_currency", css_class="form-group col-md-6"),
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),
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),
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"notes",
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"notes",
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)
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)
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if self.instance and self.instance.pk:
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self.helper.layout.append(
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FormActions(
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NoClassSubmit(
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"submit", _("Update"), css_class="btn btn-outline-primary w-100"
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),
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),
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)
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else:
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self.helper.layout.append(
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FormActions(
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NoClassSubmit(
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"submit", _("Add"), css_class="btn btn-outline-primary w-100"
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),
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),
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)
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class DCAEntryForm(forms.ModelForm):
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class DCAEntryForm(forms.ModelForm):
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class Meta:
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class Meta:
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@@ -33,13 +58,11 @@ class DCAEntryForm(forms.ModelForm):
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"date",
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"date",
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"amount_paid",
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"amount_paid",
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"amount_received",
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"amount_received",
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"expense_transaction",
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"income_transaction",
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"notes",
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"notes",
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]
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]
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widgets = {
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widgets = {
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"amount_paid": ArbitraryDecimalDisplayNumberInput(decimal_places=8),
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"date": forms.DateInput(attrs={"type": "date"}, format="%Y-%m-%d"),
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"amount_received": ArbitraryDecimalDisplayNumberInput(decimal_places=8),
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"notes": forms.Textarea(attrs={"rows": 3}),
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}
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}
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def __init__(self, *args, **kwargs):
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def __init__(self, *args, **kwargs):
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@@ -58,3 +81,28 @@ class DCAEntryForm(forms.ModelForm):
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),
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),
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"notes",
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"notes",
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)
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)
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if self.instance and self.instance.pk:
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# decimal_places = self.instance.account.currency.decimal_places
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# self.fields["amount"].widget = ArbitraryDecimalDisplayNumberInput(
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# decimal_places=decimal_places
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# )
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self.helper.layout.append(
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FormActions(
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NoClassSubmit(
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"submit", _("Update"), css_class="btn btn-outline-primary w-100"
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),
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),
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)
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else:
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# self.fields["amount"].widget = ArbitraryDecimalDisplayNumberInput()
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self.helper.layout.append(
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FormActions(
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NoClassSubmit(
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"submit", _("Add"), css_class="btn btn-outline-primary w-100"
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),
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),
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)
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self.fields["amount_paid"].widget = ArbitraryDecimalDisplayNumberInput()
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self.fields["amount_received"].widget = ArbitraryDecimalDisplayNumberInput()
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@@ -3,7 +3,34 @@ from . import views
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urlpatterns = [
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urlpatterns = [
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path("dca/", views.strategy_list, name="strategy_list"),
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path("dca/", views.strategy_index, name="dca_strategy_index"),
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path("dca/<int:pk>/", views.strategy_detail, name="strategy_detail"),
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path("dca/list/", views.strategy_list, name="dca_strategy_list"),
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# Add more URLs for CRUD operations
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path("dca/add/", views.strategy_add, name="dca_strategy_add"),
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path("dca/<int:strategy_id>/edit/", views.strategy_edit, name="dca_strategy_edit"),
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path(
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"dca/<int:strategy_id>/delete/",
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views.strategy_delete,
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name="dca_strategy_delete",
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),
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path(
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"dca/<int:strategy_id>/",
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views.strategy_detail_index,
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name="dca_strategy_detail_index",
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),
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path(
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"dca/<int:strategy_id>/details/",
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views.strategy_detail,
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name="dca_strategy_detail",
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),
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path("dca/<int:strategy_id>/add/", views.strategy_entry_add, name="dca_entry_add"),
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path(
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"dca/<int:strategy_id>/<int:entry_id>/edit/",
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views.strategy_entry_edit,
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name="dca_entry_edit",
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),
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path(
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"dca/<int:strategy_id>/<int:entry_id>/delete/",
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views.strategy_entry_delete,
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name="dca_entry_delete",
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),
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]
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]
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@@ -1,31 +1,119 @@
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# apps/dca_tracker/views.py
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# apps/dca_tracker/views.py
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from django.contrib.auth.decorators import login_required
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from django.shortcuts import render, get_object_or_404, redirect
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from django.contrib import messages
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from django.contrib import messages
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from django.utils.translation import gettext_lazy as _
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from django.contrib.auth.decorators import login_required
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from django.db.models import Sum, Avg
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from django.db.models import Sum, Avg
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from django.db.models.functions import TruncMonth
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from django.db.models.functions import TruncMonth
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from django.http import HttpResponse
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from django.shortcuts import render, get_object_or_404
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from django.utils.translation import gettext_lazy as _
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from django.views.decorators.csrf import csrf_exempt
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from django.views.decorators.http import require_http_methods
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from .models import DCAStrategy, DCAEntry
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from apps.common.decorators.htmx import only_htmx
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from .forms import DCAStrategyForm, DCAEntryForm
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from apps.dca.models import DCAStrategy, DCAEntry
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from apps.dca.forms import DCAEntryForm, DCAStrategyForm
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@login_required
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def strategy_index(request):
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return render(request, "dca/pages/strategy_index.html")
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@only_htmx
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@login_required
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@login_required
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def strategy_list(request):
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def strategy_list(request):
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strategies = DCAStrategy.objects.all()
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strategies = DCAStrategy.objects.all().order_by("created_at")
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return render(request, "dca/strategy_list.html", {"strategies": strategies})
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return render(
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request, "dca/fragments/strategy/list.html", {"strategies": strategies}
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)
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from django.shortcuts import render, get_object_or_404, redirect
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@only_htmx
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from django.contrib import messages
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@login_required
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from django.utils.translation import gettext_lazy as _
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def strategy_add(request):
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from django.db.models import Sum, Avg
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if request.method == "POST":
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from django.db.models.functions import TruncMonth
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form = DCAStrategyForm(request.POST)
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if form.is_valid():
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form.save()
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messages.success(request, _("DCA Strategy added successfully"))
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return HttpResponse(
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status=204,
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headers={
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"HX-Trigger": "updated, hide_offcanvas, toasts",
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},
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)
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else:
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form = DCAStrategyForm()
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return render(
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request,
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"dca/fragments/strategy/add.html",
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{"form": form},
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)
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@only_htmx
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@login_required
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def strategy_edit(request, strategy_id):
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dca_strategy = get_object_or_404(DCAStrategy, id=strategy_id)
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if request.method == "POST":
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form = DCAStrategyForm(request.POST, instance=dca_strategy)
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if form.is_valid():
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form.save()
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messages.success(request, _("DCA Strategy updated successfully"))
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return HttpResponse(
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status=204,
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headers={
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"HX-Trigger": "updated, hide_offcanvas, toasts",
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},
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)
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else:
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form = DCAStrategyForm(instance=dca_strategy)
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return render(
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request,
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"dca/fragments/strategy/edit.html",
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{"form": form, "dca_strategy": dca_strategy},
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)
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@only_htmx
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@login_required
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@csrf_exempt
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@require_http_methods(["DELETE"])
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def strategy_delete(request, strategy_id):
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dca_strategy = get_object_or_404(DCAStrategy, id=strategy_id)
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dca_strategy.delete()
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messages.success(request, _("DCA strategy deleted successfully"))
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return HttpResponse(
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status=204,
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headers={
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"HX-Trigger": "updated, hide_offcanvas, toasts",
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},
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)
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@login_required
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@login_required
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def strategy_detail(request, pk):
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def strategy_detail_index(request, strategy_id):
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strategy = get_object_or_404(DCAStrategy, id=pk)
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strategy = get_object_or_404(DCAStrategy, id=strategy_id)
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return render(
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request,
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"dca/pages/strategy_detail_index.html",
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context={"strategy": strategy},
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)
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@only_htmx
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@login_required
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def strategy_detail(request, strategy_id):
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strategy = get_object_or_404(DCAStrategy, id=strategy_id)
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entries = strategy.entries.all()
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entries = strategy.entries.all()
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# Calculate monthly aggregates
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# Calculate monthly aggregates
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@@ -50,6 +138,7 @@ def strategy_detail(request, pk):
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}
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}
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for entry in entries
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for entry in entries
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]
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]
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entries_data.reverse()
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context = {
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context = {
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"strategy": strategy,
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"strategy": strategy,
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@@ -64,4 +153,78 @@ def strategy_detail(request, pk):
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"total_profit_loss": strategy.total_profit_loss(),
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"total_profit_loss": strategy.total_profit_loss(),
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"total_profit_loss_percentage": strategy.total_profit_loss_percentage(),
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"total_profit_loss_percentage": strategy.total_profit_loss_percentage(),
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}
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}
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return render(request, "dca/strategy_detail.html", context)
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return render(request, "dca/fragments/strategy/details.html", context)
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@only_htmx
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@login_required
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def strategy_entry_add(request, strategy_id):
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strategy = get_object_or_404(DCAStrategy, id=strategy_id)
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if request.method == "POST":
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form = DCAEntryForm(request.POST)
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if form.is_valid():
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entry = form.save(commit=False)
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entry.strategy = strategy
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entry.save()
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messages.success(request, _("Entry added successfully"))
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|
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return HttpResponse(
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status=204,
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|
headers={
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"HX-Trigger": "updated, hide_offcanvas, toasts",
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},
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)
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else:
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form = DCAEntryForm()
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return render(
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|
request,
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"dca/fragments/entry/add.html",
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{"form": form, "strategy": strategy},
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)
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|
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|
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@only_htmx
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|
@login_required
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def strategy_entry_edit(request, strategy_id, entry_id):
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|
dca_entry = get_object_or_404(DCAEntry, id=entry_id, strategy__id=strategy_id)
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|
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if request.method == "POST":
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|
form = DCAEntryForm(request.POST, instance=dca_entry)
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if form.is_valid():
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|
form.save()
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|
messages.success(request, _("Entry updated successfully"))
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|
|
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|
return HttpResponse(
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|
status=204,
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|
headers={
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|
"HX-Trigger": "updated, hide_offcanvas, toasts",
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|
},
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|
)
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|
else:
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|
form = DCAEntryForm(instance=dca_entry)
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|
|
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|
return render(
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|
request,
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|
"dca/fragments/strategy/edit.html",
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|
{"form": form, "dca_entry": dca_entry},
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|
)
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|
|
||||||
|
|
||||||
|
@only_htmx
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||||||
|
@login_required
|
||||||
|
@csrf_exempt
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|
@require_http_methods(["DELETE"])
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|
def strategy_entry_delete(request, entry_id, strategy_id):
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|
dca_entry = get_object_or_404(DCAEntry, id=entry_id, strategy__id=strategy_id)
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|
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|
dca_entry.delete()
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|
|
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|
messages.success(request, _("Entry deleted successfully"))
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||||||
|
|
||||||
|
return HttpResponse(
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|
status=204,
|
||||||
|
headers={
|
||||||
|
"HX-Trigger": "updated, hide_offcanvas, toasts",
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||||||
|
},
|
||||||
|
)
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|
|||||||
@@ -8,8 +8,8 @@ msgid ""
|
|||||||
msgstr ""
|
msgstr ""
|
||||||
"Project-Id-Version: \n"
|
"Project-Id-Version: \n"
|
||||||
"Report-Msgid-Bugs-To: \n"
|
"Report-Msgid-Bugs-To: \n"
|
||||||
"POT-Creation-Date: 2024-11-05 03:01+0000\n"
|
"POT-Creation-Date: 2024-11-12 14:32+0000\n"
|
||||||
"PO-Revision-Date: 2024-11-05 00:02-0300\n"
|
"PO-Revision-Date: 2024-11-12 11:39-0300\n"
|
||||||
"Last-Translator: \n"
|
"Last-Translator: \n"
|
||||||
"Language-Team: \n"
|
"Language-Team: \n"
|
||||||
"Language: pt_BR\n"
|
"Language: pt_BR\n"
|
||||||
@@ -24,23 +24,26 @@ msgid "Group name"
|
|||||||
msgstr "Nome do grupo"
|
msgstr "Nome do grupo"
|
||||||
|
|
||||||
#: apps/accounts/forms.py:40 apps/accounts/forms.py:95
|
#: apps/accounts/forms.py:40 apps/accounts/forms.py:95
|
||||||
#: apps/currencies/forms.py:35 apps/currencies/forms.py:74
|
#: apps/currencies/forms.py:51 apps/currencies/forms.py:90 apps/dca/forms.py:40
|
||||||
#: apps/rules/forms.py:45 apps/rules/forms.py:87 apps/transactions/forms.py:110
|
#: apps/dca/forms.py:93 apps/rules/forms.py:45 apps/rules/forms.py:87
|
||||||
#: apps/transactions/forms.py:420 apps/transactions/forms.py:463
|
#: apps/transactions/forms.py:110 apps/transactions/forms.py:420
|
||||||
#: apps/transactions/forms.py:498 apps/transactions/forms.py:599
|
#: apps/transactions/forms.py:463 apps/transactions/forms.py:498
|
||||||
|
#: apps/transactions/forms.py:599
|
||||||
msgid "Update"
|
msgid "Update"
|
||||||
msgstr "Atualizar"
|
msgstr "Atualizar"
|
||||||
|
|
||||||
#: apps/accounts/forms.py:48 apps/accounts/forms.py:103
|
#: apps/accounts/forms.py:48 apps/accounts/forms.py:103
|
||||||
#: apps/common/widgets/tom_select.py:12 apps/currencies/forms.py:43
|
#: apps/common/widgets/tom_select.py:12 apps/currencies/forms.py:59
|
||||||
#: apps/currencies/forms.py:82 apps/rules/forms.py:53 apps/rules/forms.py:95
|
#: apps/currencies/forms.py:98 apps/dca/forms.py:48 apps/dca/forms.py:102
|
||||||
#: apps/transactions/forms.py:119 apps/transactions/forms.py:428
|
#: apps/rules/forms.py:53 apps/rules/forms.py:95 apps/transactions/forms.py:119
|
||||||
#: apps/transactions/forms.py:471 apps/transactions/forms.py:506
|
#: apps/transactions/forms.py:428 apps/transactions/forms.py:471
|
||||||
#: apps/transactions/forms.py:607
|
#: apps/transactions/forms.py:506 apps/transactions/forms.py:607
|
||||||
#: templates/account_groups/fragments/list.html:9
|
#: templates/account_groups/fragments/list.html:9
|
||||||
#: templates/accounts/fragments/list.html:9
|
#: templates/accounts/fragments/list.html:9
|
||||||
#: templates/categories/fragments/list.html:9
|
#: templates/categories/fragments/list.html:9
|
||||||
#: templates/currencies/fragments/list.html:9
|
#: templates/currencies/fragments/list.html:9
|
||||||
|
#: templates/dca/fragments/strategy/details.html:101
|
||||||
|
#: templates/dca/fragments/strategy/list.html:9
|
||||||
#: templates/exchange_rates/fragments/list.html:10
|
#: templates/exchange_rates/fragments/list.html:10
|
||||||
#: templates/installment_plans/fragments/list.html:9
|
#: templates/installment_plans/fragments/list.html:9
|
||||||
#: templates/recurring_transactions/fragments/list.html:9
|
#: templates/recurring_transactions/fragments/list.html:9
|
||||||
@@ -69,13 +72,14 @@ msgstr "Categoria"
|
|||||||
#: apps/transactions/forms.py:186 apps/transactions/forms.py:193
|
#: apps/transactions/forms.py:186 apps/transactions/forms.py:193
|
||||||
#: apps/transactions/forms.py:347 apps/transactions/forms.py:523
|
#: apps/transactions/forms.py:347 apps/transactions/forms.py:523
|
||||||
#: apps/transactions/models.py:80 apps/transactions/models.py:187
|
#: apps/transactions/models.py:80 apps/transactions/models.py:187
|
||||||
#: apps/transactions/models.py:355 templates/includes/navbar.html:71
|
#: apps/transactions/models.py:355 templates/includes/navbar.html:84
|
||||||
#: templates/tags/fragments/list.html:5 templates/tags/pages/index.html:4
|
#: templates/tags/fragments/list.html:5 templates/tags/pages/index.html:4
|
||||||
msgid "Tags"
|
msgid "Tags"
|
||||||
msgstr "Tags"
|
msgstr "Tags"
|
||||||
|
|
||||||
#: apps/accounts/models.py:8 apps/accounts/models.py:20 apps/rules/models.py:9
|
#: apps/accounts/models.py:8 apps/accounts/models.py:20 apps/dca/models.py:11
|
||||||
#: apps/transactions/models.py:19 apps/transactions/models.py:32
|
#: apps/rules/models.py:9 apps/transactions/models.py:19
|
||||||
|
#: apps/transactions/models.py:32
|
||||||
#: templates/account_groups/fragments/list.html:23
|
#: templates/account_groups/fragments/list.html:23
|
||||||
#: templates/accounts/fragments/list.html:23
|
#: templates/accounts/fragments/list.html:23
|
||||||
#: templates/categories/fragments/list.html:23
|
#: templates/categories/fragments/list.html:23
|
||||||
@@ -92,20 +96,21 @@ msgstr "Grupo da Conta"
|
|||||||
|
|
||||||
#: apps/accounts/models.py:12 templates/account_groups/fragments/list.html:5
|
#: apps/accounts/models.py:12 templates/account_groups/fragments/list.html:5
|
||||||
#: templates/account_groups/pages/index.html:4
|
#: templates/account_groups/pages/index.html:4
|
||||||
#: templates/includes/navbar.html:79
|
#: templates/includes/navbar.html:92
|
||||||
msgid "Account Groups"
|
msgid "Account Groups"
|
||||||
msgstr "Grupos da Conta"
|
msgstr "Grupos da Conta"
|
||||||
|
|
||||||
#: apps/accounts/models.py:30 apps/currencies/models.py:21
|
#: apps/accounts/models.py:30 apps/currencies/models.py:31
|
||||||
#: templates/accounts/fragments/list.html:24
|
#: templates/accounts/fragments/list.html:24
|
||||||
msgid "Currency"
|
msgid "Currency"
|
||||||
msgstr "Moeda"
|
msgstr "Moeda"
|
||||||
|
|
||||||
#: apps/accounts/models.py:36 templates/accounts/fragments/list.html:25
|
#: apps/accounts/models.py:36 apps/currencies/models.py:19
|
||||||
|
#: templates/accounts/fragments/list.html:25
|
||||||
msgid "Exchange Currency"
|
msgid "Exchange Currency"
|
||||||
msgstr "Moeda de Câmbio"
|
msgstr "Moeda de Câmbio"
|
||||||
|
|
||||||
#: apps/accounts/models.py:41
|
#: apps/accounts/models.py:41 apps/currencies/models.py:24
|
||||||
msgid "Default currency for exchange calculations"
|
msgid "Default currency for exchange calculations"
|
||||||
msgstr "Moeda padrão para os cálculos de câmbio"
|
msgstr "Moeda padrão para os cálculos de câmbio"
|
||||||
|
|
||||||
@@ -138,8 +143,8 @@ msgstr "Conta"
|
|||||||
|
|
||||||
#: apps/accounts/models.py:59 apps/transactions/filters.py:48
|
#: apps/accounts/models.py:59 apps/transactions/filters.py:48
|
||||||
#: templates/accounts/fragments/list.html:5
|
#: templates/accounts/fragments/list.html:5
|
||||||
#: templates/accounts/pages/index.html:4 templates/includes/navbar.html:75
|
#: templates/accounts/pages/index.html:4 templates/includes/navbar.html:88
|
||||||
#: templates/includes/navbar.html:77
|
#: templates/includes/navbar.html:90
|
||||||
msgid "Accounts"
|
msgid "Accounts"
|
||||||
msgstr "Contas"
|
msgstr "Contas"
|
||||||
|
|
||||||
@@ -282,11 +287,11 @@ msgstr "Limpar"
|
|||||||
msgid "No results..."
|
msgid "No results..."
|
||||||
msgstr "Sem resultados..."
|
msgstr "Sem resultados..."
|
||||||
|
|
||||||
#: apps/currencies/forms.py:14 apps/currencies/models.py:14
|
#: apps/currencies/forms.py:15 apps/currencies/models.py:14
|
||||||
msgid "Prefix"
|
msgid "Prefix"
|
||||||
msgstr "Prefixo"
|
msgstr "Prefixo"
|
||||||
|
|
||||||
#: apps/currencies/forms.py:15 apps/currencies/models.py:15
|
#: apps/currencies/forms.py:16 apps/currencies/models.py:15
|
||||||
msgid "Suffix"
|
msgid "Suffix"
|
||||||
msgstr "Sufixo"
|
msgstr "Sufixo"
|
||||||
|
|
||||||
@@ -302,31 +307,31 @@ msgstr "Nome da Moeda"
|
|||||||
msgid "Decimal Places"
|
msgid "Decimal Places"
|
||||||
msgstr "Casas Decimais"
|
msgstr "Casas Decimais"
|
||||||
|
|
||||||
#: apps/currencies/models.py:22 templates/currencies/fragments/list.html:5
|
#: apps/currencies/models.py:32 templates/currencies/fragments/list.html:5
|
||||||
#: templates/currencies/pages/index.html:4 templates/includes/navbar.html:83
|
#: templates/currencies/pages/index.html:4 templates/includes/navbar.html:96
|
||||||
#: templates/includes/navbar.html:85
|
#: templates/includes/navbar.html:98
|
||||||
msgid "Currencies"
|
msgid "Currencies"
|
||||||
msgstr "Moedas"
|
msgstr "Moedas"
|
||||||
|
|
||||||
#: apps/currencies/models.py:30
|
#: apps/currencies/models.py:40
|
||||||
msgid "From Currency"
|
msgid "From Currency"
|
||||||
msgstr "Moeda de origem"
|
msgstr "Moeda de origem"
|
||||||
|
|
||||||
#: apps/currencies/models.py:36
|
#: apps/currencies/models.py:46
|
||||||
msgid "To Currency"
|
msgid "To Currency"
|
||||||
msgstr "Moeda de destino"
|
msgstr "Moeda de destino"
|
||||||
|
|
||||||
#: apps/currencies/models.py:39 apps/currencies/models.py:44
|
#: apps/currencies/models.py:49 apps/currencies/models.py:54
|
||||||
msgid "Exchange Rate"
|
msgid "Exchange Rate"
|
||||||
msgstr "Taxa de Câmbio"
|
msgstr "Taxa de Câmbio"
|
||||||
|
|
||||||
#: apps/currencies/models.py:41
|
#: apps/currencies/models.py:51
|
||||||
msgid "Date and Time"
|
msgid "Date and Time"
|
||||||
msgstr "Data e Tempo"
|
msgstr "Data e Tempo"
|
||||||
|
|
||||||
#: apps/currencies/models.py:45 templates/exchange_rates/fragments/list.html:6
|
#: apps/currencies/models.py:55 templates/exchange_rates/fragments/list.html:6
|
||||||
#: templates/exchange_rates/pages/index.html:4
|
#: templates/exchange_rates/pages/index.html:4
|
||||||
#: templates/includes/navbar.html:87
|
#: templates/includes/navbar.html:100
|
||||||
msgid "Exchange Rates"
|
msgid "Exchange Rates"
|
||||||
msgstr "Taxas de Câmbio"
|
msgstr "Taxas de Câmbio"
|
||||||
|
|
||||||
@@ -354,6 +359,87 @@ msgstr "Taxa de câmbio atualizada com sucesso"
|
|||||||
msgid "Exchange rate deleted successfully"
|
msgid "Exchange rate deleted successfully"
|
||||||
msgstr "Taxa de câmbio apagada com sucesso"
|
msgstr "Taxa de câmbio apagada com sucesso"
|
||||||
|
|
||||||
|
#: apps/dca/models.py:14
|
||||||
|
msgid "Target Currency"
|
||||||
|
msgstr "Moeda de destino"
|
||||||
|
|
||||||
|
#: apps/dca/models.py:20
|
||||||
|
msgid "Payment Currency"
|
||||||
|
msgstr "Moeda de pagamento"
|
||||||
|
|
||||||
|
#: apps/dca/models.py:24 apps/dca/models.py:98 apps/rules/models.py:26
|
||||||
|
#: apps/transactions/forms.py:209 apps/transactions/models.py:72
|
||||||
|
#: apps/transactions/models.py:188 apps/transactions/models.py:356
|
||||||
|
msgid "Notes"
|
||||||
|
msgstr "Notas"
|
||||||
|
|
||||||
|
#: apps/dca/models.py:29
|
||||||
|
msgid "DCA Strategy"
|
||||||
|
msgstr "Estratégia CMP"
|
||||||
|
|
||||||
|
#: apps/dca/models.py:30
|
||||||
|
msgid "DCA Strategies"
|
||||||
|
msgstr "Estratégias CMP"
|
||||||
|
|
||||||
|
#: apps/dca/models.py:73
|
||||||
|
msgid "Strategy"
|
||||||
|
msgstr "Estratégia"
|
||||||
|
|
||||||
|
#: apps/dca/models.py:75 apps/rules/models.py:22 apps/transactions/forms.py:197
|
||||||
|
#: apps/transactions/models.py:61
|
||||||
|
#: templates/dca/fragments/strategy/details.html:116
|
||||||
|
#: templates/exchange_rates/fragments/table.html:14
|
||||||
|
msgid "Date"
|
||||||
|
msgstr "Data"
|
||||||
|
|
||||||
|
#: apps/dca/models.py:77 templates/dca/fragments/strategy/details.html:117
|
||||||
|
msgid "Amount Paid"
|
||||||
|
msgstr "Quantia paga"
|
||||||
|
|
||||||
|
#: apps/dca/models.py:80 templates/dca/fragments/strategy/details.html:118
|
||||||
|
msgid "Amount Received"
|
||||||
|
msgstr "Quantia recebida"
|
||||||
|
|
||||||
|
#: apps/dca/models.py:88
|
||||||
|
msgid "Expense Transaction"
|
||||||
|
msgstr "Transação de saída"
|
||||||
|
|
||||||
|
#: apps/dca/models.py:96
|
||||||
|
msgid "Income Transaction"
|
||||||
|
msgstr "Transação de entrada"
|
||||||
|
|
||||||
|
#: apps/dca/models.py:103
|
||||||
|
msgid "DCA Entry"
|
||||||
|
msgstr "Entrada CMP"
|
||||||
|
|
||||||
|
#: apps/dca/models.py:104
|
||||||
|
msgid "DCA Entries"
|
||||||
|
msgstr "Entradas CMP"
|
||||||
|
|
||||||
|
#: apps/dca/views.py:38
|
||||||
|
msgid "DCA Strategy added successfully"
|
||||||
|
msgstr "Estratégia CMP adicionada com sucesso"
|
||||||
|
|
||||||
|
#: apps/dca/views.py:65
|
||||||
|
msgid "DCA Strategy updated successfully"
|
||||||
|
msgstr "Estratégia CMP atualizada com sucesso"
|
||||||
|
|
||||||
|
#: apps/dca/views.py:92
|
||||||
|
msgid "DCA strategy deleted successfully"
|
||||||
|
msgstr "Estratégia CMP apagada com sucesso"
|
||||||
|
|
||||||
|
#: apps/dca/views.py:169
|
||||||
|
msgid "Entry added successfully"
|
||||||
|
msgstr "Entrada adicionada com sucesso"
|
||||||
|
|
||||||
|
#: apps/dca/views.py:196
|
||||||
|
msgid "Entry updated successfully"
|
||||||
|
msgstr "Entrada atualizada com sucesso"
|
||||||
|
|
||||||
|
#: apps/dca/views.py:223
|
||||||
|
msgid "Entry deleted successfully"
|
||||||
|
msgstr "Entrada apagada com sucesso"
|
||||||
|
|
||||||
#: apps/rules/forms.py:20
|
#: apps/rules/forms.py:20
|
||||||
msgid "Run on creation"
|
msgid "Run on creation"
|
||||||
msgstr "Rodar na criação"
|
msgstr "Rodar na criação"
|
||||||
@@ -398,12 +484,6 @@ msgstr "Tipo"
|
|||||||
msgid "Paid"
|
msgid "Paid"
|
||||||
msgstr "Pago"
|
msgstr "Pago"
|
||||||
|
|
||||||
#: apps/rules/models.py:22 apps/transactions/forms.py:197
|
|
||||||
#: apps/transactions/models.py:61
|
|
||||||
#: templates/exchange_rates/fragments/table.html:14
|
|
||||||
msgid "Date"
|
|
||||||
msgstr "Data"
|
|
||||||
|
|
||||||
#: apps/rules/models.py:23 apps/transactions/forms.py:50
|
#: apps/rules/models.py:23 apps/transactions/forms.py:50
|
||||||
#: apps/transactions/forms.py:200 apps/transactions/forms.py:355
|
#: apps/transactions/forms.py:200 apps/transactions/forms.py:355
|
||||||
#: apps/transactions/forms.py:531 apps/transactions/models.py:62
|
#: apps/transactions/forms.py:531 apps/transactions/models.py:62
|
||||||
@@ -416,12 +496,6 @@ msgstr "Data de Referência"
|
|||||||
msgid "Amount"
|
msgid "Amount"
|
||||||
msgstr "Quantia"
|
msgstr "Quantia"
|
||||||
|
|
||||||
#: apps/rules/models.py:26 apps/transactions/forms.py:209
|
|
||||||
#: apps/transactions/models.py:72 apps/transactions/models.py:188
|
|
||||||
#: apps/transactions/models.py:356
|
|
||||||
msgid "Notes"
|
|
||||||
msgstr "Notas"
|
|
||||||
|
|
||||||
#: apps/rules/models.py:34
|
#: apps/rules/models.py:34
|
||||||
msgid "Rule"
|
msgid "Rule"
|
||||||
msgstr "Regra"
|
msgstr "Regra"
|
||||||
@@ -475,7 +549,7 @@ msgid "Transaction Type"
|
|||||||
msgstr "Tipo de Transação"
|
msgstr "Tipo de Transação"
|
||||||
|
|
||||||
#: apps/transactions/filters.py:55 templates/categories/fragments/list.html:5
|
#: apps/transactions/filters.py:55 templates/categories/fragments/list.html:5
|
||||||
#: templates/categories/pages/index.html:4 templates/includes/navbar.html:69
|
#: templates/categories/pages/index.html:4 templates/includes/navbar.html:82
|
||||||
msgid "Categories"
|
msgid "Categories"
|
||||||
msgstr "Categorias"
|
msgstr "Categorias"
|
||||||
|
|
||||||
@@ -557,7 +631,7 @@ msgstr "Tags da Transação"
|
|||||||
|
|
||||||
#: apps/transactions/models.py:45
|
#: apps/transactions/models.py:45
|
||||||
#: templates/calendar_view/pages/calendar.html:54
|
#: templates/calendar_view/pages/calendar.html:54
|
||||||
#: templates/monthly_overview/fragments/monthly_summary.html:40
|
#: templates/monthly_overview/fragments/monthly_summary.html:41
|
||||||
#: templates/monthly_overview/pages/overview.html:54
|
#: templates/monthly_overview/pages/overview.html:54
|
||||||
#: templates/yearly_overview/pages/overview_by_account.html:49
|
#: templates/yearly_overview/pages/overview_by_account.html:49
|
||||||
#: templates/yearly_overview/pages/overview_by_currency.html:51
|
#: templates/yearly_overview/pages/overview_by_currency.html:51
|
||||||
@@ -585,7 +659,7 @@ msgid "Transaction"
|
|||||||
msgstr "Transação"
|
msgstr "Transação"
|
||||||
|
|
||||||
#: apps/transactions/models.py:102 templates/includes/navbar.html:45
|
#: apps/transactions/models.py:102 templates/includes/navbar.html:45
|
||||||
#: templates/includes/navbar.html:67
|
#: templates/includes/navbar.html:80
|
||||||
#: templates/recurring_transactions/fragments/list_transactions.html:5
|
#: templates/recurring_transactions/fragments/list_transactions.html:5
|
||||||
#: templates/recurring_transactions/fragments/table.html:35
|
#: templates/recurring_transactions/fragments/table.html:35
|
||||||
#: templates/transactions/pages/transactions.html:5
|
#: templates/transactions/pages/transactions.html:5
|
||||||
@@ -885,6 +959,7 @@ msgstr "Editar grupo de conta"
|
|||||||
#: templates/accounts/fragments/list.html:34
|
#: templates/accounts/fragments/list.html:34
|
||||||
#: templates/categories/fragments/list.html:31
|
#: templates/categories/fragments/list.html:31
|
||||||
#: templates/currencies/fragments/list.html:31
|
#: templates/currencies/fragments/list.html:31
|
||||||
|
#: templates/dca/fragments/strategy/details.html:127
|
||||||
#: templates/exchange_rates/fragments/table.html:23
|
#: templates/exchange_rates/fragments/table.html:23
|
||||||
#: templates/installment_plans/fragments/table.html:21
|
#: templates/installment_plans/fragments/table.html:21
|
||||||
#: templates/recurring_transactions/fragments/table.html:23
|
#: templates/recurring_transactions/fragments/table.html:23
|
||||||
@@ -895,8 +970,10 @@ msgstr "Ações"
|
|||||||
#: templates/account_groups/fragments/list.html:34
|
#: templates/account_groups/fragments/list.html:34
|
||||||
#: templates/accounts/fragments/list.html:38
|
#: templates/accounts/fragments/list.html:38
|
||||||
#: templates/categories/fragments/list.html:35
|
#: templates/categories/fragments/list.html:35
|
||||||
#: templates/cotton/transaction/item.html:95
|
#: templates/cotton/transaction/item.html:99
|
||||||
#: templates/currencies/fragments/list.html:35
|
#: templates/currencies/fragments/list.html:35
|
||||||
|
#: templates/dca/fragments/strategy/details.html:131
|
||||||
|
#: templates/dca/fragments/strategy/list.html:31
|
||||||
#: templates/exchange_rates/fragments/table.html:27
|
#: templates/exchange_rates/fragments/table.html:27
|
||||||
#: templates/installment_plans/fragments/table.html:25
|
#: templates/installment_plans/fragments/table.html:25
|
||||||
#: templates/recurring_transactions/fragments/table.html:27
|
#: templates/recurring_transactions/fragments/table.html:27
|
||||||
@@ -909,28 +986,31 @@ msgstr "Editar"
|
|||||||
#: templates/account_groups/fragments/list.html:41
|
#: templates/account_groups/fragments/list.html:41
|
||||||
#: templates/accounts/fragments/list.html:45
|
#: templates/accounts/fragments/list.html:45
|
||||||
#: templates/categories/fragments/list.html:42
|
#: templates/categories/fragments/list.html:42
|
||||||
#: templates/cotton/transaction/item.html:102
|
#: templates/cotton/transaction/item.html:106
|
||||||
|
#: templates/cotton/ui/transactions_action_bar.html:50
|
||||||
#: templates/currencies/fragments/list.html:42
|
#: templates/currencies/fragments/list.html:42
|
||||||
|
#: templates/dca/fragments/strategy/details.html:139
|
||||||
|
#: templates/dca/fragments/strategy/list.html:39
|
||||||
#: templates/exchange_rates/fragments/table.html:35
|
#: templates/exchange_rates/fragments/table.html:35
|
||||||
#: templates/installment_plans/fragments/table.html:54
|
#: templates/installment_plans/fragments/table.html:54
|
||||||
#: templates/monthly_overview/fragments/list.html:91
|
|
||||||
#: templates/recurring_transactions/fragments/table.html:89
|
#: templates/recurring_transactions/fragments/table.html:89
|
||||||
#: templates/rules/fragments/list.html:42
|
#: templates/rules/fragments/list.html:42
|
||||||
#: templates/rules/fragments/transaction_rule/view.html:56
|
#: templates/rules/fragments/transaction_rule/view.html:56
|
||||||
#: templates/tags/fragments/list.html:41
|
#: templates/tags/fragments/list.html:41
|
||||||
#: templates/transactions/fragments/list_all.html:171
|
|
||||||
msgid "Delete"
|
msgid "Delete"
|
||||||
msgstr "Apagar"
|
msgstr "Apagar"
|
||||||
|
|
||||||
#: templates/account_groups/fragments/list.html:45
|
#: templates/account_groups/fragments/list.html:45
|
||||||
#: templates/accounts/fragments/list.html:49
|
#: templates/accounts/fragments/list.html:49
|
||||||
#: templates/categories/fragments/list.html:46
|
#: templates/categories/fragments/list.html:46
|
||||||
#: templates/cotton/transaction/item.html:106
|
#: templates/cotton/transaction/item.html:110
|
||||||
|
#: templates/cotton/ui/transactions_action_bar.html:52
|
||||||
#: templates/currencies/fragments/list.html:46
|
#: templates/currencies/fragments/list.html:46
|
||||||
|
#: templates/dca/fragments/strategy/details.html:144
|
||||||
|
#: templates/dca/fragments/strategy/list.html:43
|
||||||
#: templates/exchange_rates/fragments/table.html:40
|
#: templates/exchange_rates/fragments/table.html:40
|
||||||
#: templates/installment_plans/fragments/table.html:46
|
#: templates/installment_plans/fragments/table.html:46
|
||||||
#: templates/installment_plans/fragments/table.html:58
|
#: templates/installment_plans/fragments/table.html:58
|
||||||
#: templates/monthly_overview/fragments/list.html:93
|
|
||||||
#: templates/recurring_transactions/fragments/table.html:51
|
#: templates/recurring_transactions/fragments/table.html:51
|
||||||
#: templates/recurring_transactions/fragments/table.html:65
|
#: templates/recurring_transactions/fragments/table.html:65
|
||||||
#: templates/recurring_transactions/fragments/table.html:80
|
#: templates/recurring_transactions/fragments/table.html:80
|
||||||
@@ -938,29 +1018,31 @@ msgstr "Apagar"
|
|||||||
#: templates/rules/fragments/list.html:46
|
#: templates/rules/fragments/list.html:46
|
||||||
#: templates/rules/fragments/transaction_rule/view.html:60
|
#: templates/rules/fragments/transaction_rule/view.html:60
|
||||||
#: templates/tags/fragments/list.html:45
|
#: templates/tags/fragments/list.html:45
|
||||||
#: templates/transactions/fragments/list_all.html:173
|
|
||||||
msgid "Are you sure?"
|
msgid "Are you sure?"
|
||||||
msgstr "Tem certeza?"
|
msgstr "Tem certeza?"
|
||||||
|
|
||||||
#: templates/account_groups/fragments/list.html:46
|
#: templates/account_groups/fragments/list.html:46
|
||||||
#: templates/accounts/fragments/list.html:50
|
#: templates/accounts/fragments/list.html:50
|
||||||
#: templates/categories/fragments/list.html:47
|
#: templates/categories/fragments/list.html:47
|
||||||
#: templates/cotton/transaction/item.html:107
|
#: templates/cotton/transaction/item.html:111
|
||||||
|
#: templates/cotton/ui/transactions_action_bar.html:53
|
||||||
#: templates/currencies/fragments/list.html:47
|
#: templates/currencies/fragments/list.html:47
|
||||||
|
#: templates/dca/fragments/strategy/details.html:145
|
||||||
|
#: templates/dca/fragments/strategy/list.html:44
|
||||||
#: templates/exchange_rates/fragments/table.html:41
|
#: templates/exchange_rates/fragments/table.html:41
|
||||||
#: templates/monthly_overview/fragments/list.html:94
|
|
||||||
#: templates/rules/fragments/list.html:47
|
#: templates/rules/fragments/list.html:47
|
||||||
#: templates/rules/fragments/transaction_rule/view.html:61
|
#: templates/rules/fragments/transaction_rule/view.html:61
|
||||||
#: templates/tags/fragments/list.html:46
|
#: templates/tags/fragments/list.html:46
|
||||||
#: templates/transactions/fragments/list_all.html:174
|
|
||||||
msgid "You won't be able to revert this!"
|
msgid "You won't be able to revert this!"
|
||||||
msgstr "Você não será capaz de reverter isso!"
|
msgstr "Você não será capaz de reverter isso!"
|
||||||
|
|
||||||
#: templates/account_groups/fragments/list.html:47
|
#: templates/account_groups/fragments/list.html:47
|
||||||
#: templates/accounts/fragments/list.html:51
|
#: templates/accounts/fragments/list.html:51
|
||||||
#: templates/categories/fragments/list.html:48
|
#: templates/categories/fragments/list.html:48
|
||||||
#: templates/cotton/transaction/item.html:108
|
#: templates/cotton/transaction/item.html:112
|
||||||
#: templates/currencies/fragments/list.html:48
|
#: templates/currencies/fragments/list.html:48
|
||||||
|
#: templates/dca/fragments/strategy/details.html:146
|
||||||
|
#: templates/dca/fragments/strategy/list.html:45
|
||||||
#: templates/exchange_rates/fragments/table.html:42
|
#: templates/exchange_rates/fragments/table.html:42
|
||||||
#: templates/installment_plans/fragments/table.html:60
|
#: templates/installment_plans/fragments/table.html:60
|
||||||
#: templates/recurring_transactions/fragments/table.html:96
|
#: templates/recurring_transactions/fragments/table.html:96
|
||||||
@@ -1096,6 +1178,30 @@ msgstr "Fechar"
|
|||||||
msgid "Select"
|
msgid "Select"
|
||||||
msgstr "Selecionar"
|
msgstr "Selecionar"
|
||||||
|
|
||||||
|
#: templates/cotton/ui/transactions_action_bar.html:17
|
||||||
|
msgid "Select All"
|
||||||
|
msgstr "Selecionar todos"
|
||||||
|
|
||||||
|
#: templates/cotton/ui/transactions_action_bar.html:23
|
||||||
|
msgid "Unselect All"
|
||||||
|
msgstr "Desmarcar todos"
|
||||||
|
|
||||||
|
#: templates/cotton/ui/transactions_action_bar.html:34
|
||||||
|
msgid "Mark as paid"
|
||||||
|
msgstr "Marcar como pago"
|
||||||
|
|
||||||
|
#: templates/cotton/ui/transactions_action_bar.html:41
|
||||||
|
msgid "Mark as unpaid"
|
||||||
|
msgstr "Marcar como não pago"
|
||||||
|
|
||||||
|
#: templates/cotton/ui/transactions_action_bar.html:54
|
||||||
|
msgid "Yes, delete them!"
|
||||||
|
msgstr "Sim, apague!"
|
||||||
|
|
||||||
|
#: templates/cotton/ui/transactions_action_bar.html:72
|
||||||
|
msgid "copied!"
|
||||||
|
msgstr "copiado!"
|
||||||
|
|
||||||
#: templates/currencies/fragments/add.html:5
|
#: templates/currencies/fragments/add.html:5
|
||||||
msgid "Add currency"
|
msgid "Add currency"
|
||||||
msgstr "Adicionar moeda"
|
msgstr "Adicionar moeda"
|
||||||
@@ -1112,6 +1218,83 @@ msgstr "Código"
|
|||||||
msgid "No currencies"
|
msgid "No currencies"
|
||||||
msgstr "Nenhuma moeda"
|
msgstr "Nenhuma moeda"
|
||||||
|
|
||||||
|
#: templates/dca/fragments/entry/add.html:5
|
||||||
|
msgid "Add DCA entry"
|
||||||
|
msgstr "Adicionar entrada CMP"
|
||||||
|
|
||||||
|
#: templates/dca/fragments/entry/edit.html:5
|
||||||
|
msgid "Edit DCA entry"
|
||||||
|
msgstr "Editar entrada CMP"
|
||||||
|
|
||||||
|
#: templates/dca/fragments/strategy/add.html:5
|
||||||
|
msgid "Add DCA strategy"
|
||||||
|
msgstr "Adicionar estratégia CMP"
|
||||||
|
|
||||||
|
#: templates/dca/fragments/strategy/details.html:11
|
||||||
|
msgid "Total Invested"
|
||||||
|
msgstr "Total investido"
|
||||||
|
|
||||||
|
#: templates/dca/fragments/strategy/details.html:25
|
||||||
|
msgid "Total Received"
|
||||||
|
msgstr "Total recebido"
|
||||||
|
|
||||||
|
#: templates/dca/fragments/strategy/details.html:39
|
||||||
|
msgid "Average Entry Price"
|
||||||
|
msgstr "Preço médio de entrada"
|
||||||
|
|
||||||
|
#: templates/dca/fragments/strategy/details.html:53
|
||||||
|
msgid "Current Total Value"
|
||||||
|
msgstr "Valor total atual"
|
||||||
|
|
||||||
|
#: templates/dca/fragments/strategy/details.html:67
|
||||||
|
msgid "Total P/L"
|
||||||
|
msgstr "P/L total"
|
||||||
|
|
||||||
|
#: templates/dca/fragments/strategy/details.html:82
|
||||||
|
#, python-format
|
||||||
|
msgid "Total %% P/L"
|
||||||
|
msgstr "P/L%% Total"
|
||||||
|
|
||||||
|
#: templates/dca/fragments/strategy/details.html:97
|
||||||
|
msgid "Entries"
|
||||||
|
msgstr "Entradas"
|
||||||
|
|
||||||
|
#: templates/dca/fragments/strategy/details.html:119
|
||||||
|
msgid "Current Value"
|
||||||
|
msgstr "Valor atual"
|
||||||
|
|
||||||
|
#: templates/dca/fragments/strategy/details.html:120
|
||||||
|
msgid "P/L"
|
||||||
|
msgstr "P/L"
|
||||||
|
|
||||||
|
#: templates/dca/fragments/strategy/details.html:180
|
||||||
|
msgid "No entries for this DCA"
|
||||||
|
msgstr "Nenhuma entrada neste CMP"
|
||||||
|
|
||||||
|
#: templates/dca/fragments/strategy/details.html:181
|
||||||
|
#: templates/monthly_overview/fragments/list.html:41
|
||||||
|
#: templates/transactions/fragments/list_all.html:40
|
||||||
|
msgid "Try adding one"
|
||||||
|
msgstr "Tente adicionar uma"
|
||||||
|
|
||||||
|
#: templates/dca/fragments/strategy/details.html:192
|
||||||
|
msgid "Performance Over Time"
|
||||||
|
msgstr "Desempenho ao longo do tempo"
|
||||||
|
|
||||||
|
#: templates/dca/fragments/strategy/details.html:208
|
||||||
|
#, python-format
|
||||||
|
msgid "P/L %%"
|
||||||
|
msgstr "P/L %%"
|
||||||
|
|
||||||
|
#: templates/dca/fragments/strategy/edit.html:5
|
||||||
|
msgid "Edit DCA strategy"
|
||||||
|
msgstr "Editar estratégia CMP"
|
||||||
|
|
||||||
|
#: templates/dca/fragments/strategy/list.html:5
|
||||||
|
#: templates/dca/pages/strategy_index.html:4
|
||||||
|
msgid "Dollar Cost Average Strategies"
|
||||||
|
msgstr "Estratégias de Custo Médio Ponderado"
|
||||||
|
|
||||||
#: templates/exchange_rates/fragments/add.html:5
|
#: templates/exchange_rates/fragments/add.html:5
|
||||||
msgid "Add exchange rate"
|
msgid "Add exchange rate"
|
||||||
msgstr "Adicionar taxa de câmbio"
|
msgstr "Adicionar taxa de câmbio"
|
||||||
@@ -1120,7 +1303,7 @@ msgstr "Adicionar taxa de câmbio"
|
|||||||
msgid "Edit exchange rate"
|
msgid "Edit exchange rate"
|
||||||
msgstr "Editar taxa de câmbio"
|
msgstr "Editar taxa de câmbio"
|
||||||
|
|
||||||
#: templates/exchange_rates/fragments/list.html:22
|
#: templates/exchange_rates/fragments/list.html:25
|
||||||
#: templates/includes/navbar.html:49
|
#: templates/includes/navbar.html:49
|
||||||
#: templates/installment_plans/fragments/list.html:21
|
#: templates/installment_plans/fragments/list.html:21
|
||||||
#: templates/yearly_overview/pages/overview_by_account.html:135
|
#: templates/yearly_overview/pages/overview_by_account.html:135
|
||||||
@@ -1149,23 +1332,31 @@ msgid "Overview"
|
|||||||
msgstr "Visão Geral"
|
msgstr "Visão Geral"
|
||||||
|
|
||||||
#: templates/includes/navbar.html:64
|
#: templates/includes/navbar.html:64
|
||||||
|
msgid "Tools"
|
||||||
|
msgstr "Ferramentas"
|
||||||
|
|
||||||
|
#: templates/includes/navbar.html:68
|
||||||
|
msgid "Dollar Cost Average Tracker"
|
||||||
|
msgstr "Rastreador de Custo Médio Ponderado"
|
||||||
|
|
||||||
|
#: templates/includes/navbar.html:77
|
||||||
msgid "Management"
|
msgid "Management"
|
||||||
msgstr "Gerenciar"
|
msgstr "Gerenciar"
|
||||||
|
|
||||||
#: templates/includes/navbar.html:91
|
#: templates/includes/navbar.html:104
|
||||||
msgid "Automation"
|
msgid "Automation"
|
||||||
msgstr "Automação"
|
msgstr "Automação"
|
||||||
|
|
||||||
#: templates/includes/navbar.html:93 templates/rules/fragments/list.html:5
|
#: templates/includes/navbar.html:106 templates/rules/fragments/list.html:5
|
||||||
#: templates/rules/pages/index.html:4
|
#: templates/rules/pages/index.html:4
|
||||||
msgid "Rules"
|
msgid "Rules"
|
||||||
msgstr "Regras"
|
msgstr "Regras"
|
||||||
|
|
||||||
#: templates/includes/navbar.html:103
|
#: templates/includes/navbar.html:116
|
||||||
msgid "Only use this if you know what you're doing"
|
msgid "Only use this if you know what you're doing"
|
||||||
msgstr "Só use isso se você souber o que está fazendo"
|
msgstr "Só use isso se você souber o que está fazendo"
|
||||||
|
|
||||||
#: templates/includes/navbar.html:104
|
#: templates/includes/navbar.html:117
|
||||||
msgid "Django Admin"
|
msgid "Django Admin"
|
||||||
msgstr "Django Admin"
|
msgstr "Django Admin"
|
||||||
|
|
||||||
@@ -1235,40 +1426,10 @@ msgstr ""
|
|||||||
"Algo deu errado ao carregar seus dados. Tente recarregar a página ou "
|
"Algo deu errado ao carregar seus dados. Tente recarregar a página ou "
|
||||||
"verifique o console para obter mais informações."
|
"verifique o console para obter mais informações."
|
||||||
|
|
||||||
#: templates/monthly_overview/fragments/list.html:47
|
#: templates/monthly_overview/fragments/list.html:40
|
||||||
msgid "No transactions this month"
|
msgid "No transactions this month"
|
||||||
msgstr "Nenhuma transação neste mês"
|
msgstr "Nenhuma transação neste mês"
|
||||||
|
|
||||||
#: templates/monthly_overview/fragments/list.html:48
|
|
||||||
#: templates/transactions/fragments/list_all.html:47
|
|
||||||
msgid "Try adding one"
|
|
||||||
msgstr "Tente adicionar uma"
|
|
||||||
|
|
||||||
#: templates/monthly_overview/fragments/list.html:58
|
|
||||||
#: templates/transactions/fragments/list_all.html:138
|
|
||||||
msgid "Select All"
|
|
||||||
msgstr "Selecionar todos"
|
|
||||||
|
|
||||||
#: templates/monthly_overview/fragments/list.html:64
|
|
||||||
#: templates/transactions/fragments/list_all.html:144
|
|
||||||
msgid "Unselect All"
|
|
||||||
msgstr "Desmarcar todos"
|
|
||||||
|
|
||||||
#: templates/monthly_overview/fragments/list.html:75
|
|
||||||
#: templates/transactions/fragments/list_all.html:155
|
|
||||||
msgid "Mark as paid"
|
|
||||||
msgstr "Marcar como pago"
|
|
||||||
|
|
||||||
#: templates/monthly_overview/fragments/list.html:82
|
|
||||||
#: templates/transactions/fragments/list_all.html:162
|
|
||||||
msgid "Mark as unpaid"
|
|
||||||
msgstr "Marcar como não pago"
|
|
||||||
|
|
||||||
#: templates/monthly_overview/fragments/list.html:95
|
|
||||||
#: templates/transactions/fragments/list_all.html:175
|
|
||||||
msgid "Yes, delete them!"
|
|
||||||
msgstr "Sim, apague!"
|
|
||||||
|
|
||||||
#: templates/monthly_overview/fragments/monthly_summary.html:12
|
#: templates/monthly_overview/fragments/monthly_summary.html:12
|
||||||
msgid "Daily Spending Allowance"
|
msgid "Daily Spending Allowance"
|
||||||
msgstr "Gasto Diário"
|
msgstr "Gasto Diário"
|
||||||
@@ -1277,23 +1438,23 @@ msgstr "Gasto Diário"
|
|||||||
msgid "This is the final total divided by the remaining days in the month"
|
msgid "This is the final total divided by the remaining days in the month"
|
||||||
msgstr "Esse é o total final dividido pelos dias restantes do mês"
|
msgstr "Esse é o total final dividido pelos dias restantes do mês"
|
||||||
|
|
||||||
#: templates/monthly_overview/fragments/monthly_summary.html:43
|
#: templates/monthly_overview/fragments/monthly_summary.html:44
|
||||||
#: templates/monthly_overview/fragments/monthly_summary.html:88
|
#: templates/monthly_overview/fragments/monthly_summary.html:91
|
||||||
#: templates/monthly_overview/fragments/monthly_summary.html:133
|
#: templates/monthly_overview/fragments/monthly_summary.html:138
|
||||||
msgid "current"
|
msgid "current"
|
||||||
msgstr "atual"
|
msgstr "atual"
|
||||||
|
|
||||||
#: templates/monthly_overview/fragments/monthly_summary.html:60
|
#: templates/monthly_overview/fragments/monthly_summary.html:62
|
||||||
#: templates/monthly_overview/fragments/monthly_summary.html:105
|
#: templates/monthly_overview/fragments/monthly_summary.html:109
|
||||||
#: templates/monthly_overview/fragments/monthly_summary.html:149
|
#: templates/monthly_overview/fragments/monthly_summary.html:155
|
||||||
msgid "projected"
|
msgid "projected"
|
||||||
msgstr "previsto"
|
msgstr "previsto"
|
||||||
|
|
||||||
#: templates/monthly_overview/fragments/monthly_summary.html:85
|
#: templates/monthly_overview/fragments/monthly_summary.html:88
|
||||||
msgid "Expenses"
|
msgid "Expenses"
|
||||||
msgstr "Despesas"
|
msgstr "Despesas"
|
||||||
|
|
||||||
#: templates/monthly_overview/fragments/monthly_summary.html:130
|
#: templates/monthly_overview/fragments/monthly_summary.html:135
|
||||||
msgid "Total"
|
msgid "Total"
|
||||||
msgstr "Total"
|
msgstr "Total"
|
||||||
|
|
||||||
@@ -1326,16 +1487,16 @@ msgstr "Mais novas primeiro"
|
|||||||
msgid "By currency"
|
msgid "By currency"
|
||||||
msgstr "Por moeda"
|
msgstr "Por moeda"
|
||||||
|
|
||||||
#: templates/net_worth/net_worth.html:50
|
#: templates/net_worth/net_worth.html:62
|
||||||
#: templates/yearly_overview/pages/overview_by_account.html:7
|
#: templates/yearly_overview/pages/overview_by_account.html:7
|
||||||
msgid "By account"
|
msgid "By account"
|
||||||
msgstr "Por conta"
|
msgstr "Por conta"
|
||||||
|
|
||||||
#: templates/net_worth/net_worth.html:140
|
#: templates/net_worth/net_worth.html:154
|
||||||
msgid "Evolution by currency"
|
msgid "Evolution by currency"
|
||||||
msgstr "Evolução por moeda"
|
msgstr "Evolução por moeda"
|
||||||
|
|
||||||
#: templates/net_worth/net_worth.html:193
|
#: templates/net_worth/net_worth.html:207
|
||||||
msgid "Evolution by account"
|
msgid "Evolution by account"
|
||||||
msgstr "Evolução por conta"
|
msgstr "Evolução por conta"
|
||||||
|
|
||||||
@@ -1481,11 +1642,11 @@ msgstr "Adicionar parcelamento"
|
|||||||
msgid "Edit transaction"
|
msgid "Edit transaction"
|
||||||
msgstr "Editar transação"
|
msgstr "Editar transação"
|
||||||
|
|
||||||
#: templates/transactions/fragments/list_all.html:46
|
#: templates/transactions/fragments/list_all.html:39
|
||||||
msgid "No transactions found"
|
msgid "No transactions found"
|
||||||
msgstr "Nenhuma transação encontrada"
|
msgstr "Nenhuma transação encontrada"
|
||||||
|
|
||||||
#: templates/transactions/fragments/list_all.html:54
|
#: templates/transactions/fragments/list_all.html:47
|
||||||
msgid "Page navigation"
|
msgid "Page navigation"
|
||||||
msgstr "Navegação por página"
|
msgstr "Navegação por página"
|
||||||
|
|
||||||
@@ -1519,36 +1680,36 @@ msgid "projected income"
|
|||||||
msgstr "renda prevista"
|
msgstr "renda prevista"
|
||||||
|
|
||||||
#: templates/yearly_overview/fragments/account_data.html:36
|
#: templates/yearly_overview/fragments/account_data.html:36
|
||||||
#: templates/yearly_overview/fragments/currency_data.html:23
|
#: templates/yearly_overview/fragments/currency_data.html:35
|
||||||
msgid "projected expenses"
|
msgid "projected expenses"
|
||||||
msgstr "despesas previstas"
|
msgstr "despesas previstas"
|
||||||
|
|
||||||
#: templates/yearly_overview/fragments/account_data.html:60
|
#: templates/yearly_overview/fragments/account_data.html:60
|
||||||
#: templates/yearly_overview/fragments/currency_data.html:40
|
#: templates/yearly_overview/fragments/currency_data.html:64
|
||||||
msgid "projected total"
|
msgid "projected total"
|
||||||
msgstr "total previsto"
|
msgstr "total previsto"
|
||||||
|
|
||||||
#: templates/yearly_overview/fragments/account_data.html:84
|
#: templates/yearly_overview/fragments/account_data.html:85
|
||||||
#: templates/yearly_overview/fragments/currency_data.html:60
|
#: templates/yearly_overview/fragments/currency_data.html:95
|
||||||
msgid "current income"
|
msgid "current income"
|
||||||
msgstr "renda atual"
|
msgstr "renda atual"
|
||||||
|
|
||||||
#: templates/yearly_overview/fragments/account_data.html:106
|
#: templates/yearly_overview/fragments/account_data.html:107
|
||||||
#: templates/yearly_overview/fragments/currency_data.html:77
|
#: templates/yearly_overview/fragments/currency_data.html:124
|
||||||
msgid "current expenses"
|
msgid "current expenses"
|
||||||
msgstr "despesas atuais"
|
msgstr "despesas atuais"
|
||||||
|
|
||||||
#: templates/yearly_overview/fragments/account_data.html:128
|
#: templates/yearly_overview/fragments/account_data.html:129
|
||||||
#: templates/yearly_overview/fragments/currency_data.html:94
|
#: templates/yearly_overview/fragments/currency_data.html:153
|
||||||
msgid "current total"
|
msgid "current total"
|
||||||
msgstr "total atual"
|
msgstr "total atual"
|
||||||
|
|
||||||
#: templates/yearly_overview/fragments/account_data.html:153
|
#: templates/yearly_overview/fragments/account_data.html:155
|
||||||
#: templates/yearly_overview/fragments/currency_data.html:114
|
#: templates/yearly_overview/fragments/currency_data.html:184
|
||||||
msgid "final total"
|
msgid "final total"
|
||||||
msgstr "total final"
|
msgstr "total final"
|
||||||
|
|
||||||
#: templates/yearly_overview/fragments/account_data.html:177
|
#: templates/yearly_overview/fragments/account_data.html:179
|
||||||
msgid "No information to display"
|
msgid "No information to display"
|
||||||
msgstr "Não há informação para mostrar"
|
msgstr "Não há informação para mostrar"
|
||||||
|
|
||||||
|
|||||||
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>
|
href="{% url 'recurring_trasanctions_index' %}">{% translate 'Recurring Transactions' %}</a></li>
|
||||||
</ul>
|
</ul>
|
||||||
</li>
|
</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">
|
<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' %}"
|
<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"
|
href="#" role="button"
|
||||||
|
|||||||
Reference in New Issue
Block a user