feat(insights:category-overview): display entities on table

This commit is contained in:
Herculino Trotta
2025-08-16 17:36:19 -03:00
parent 0c63552d1b
commit e096912e41
3 changed files with 307 additions and 15 deletions
@@ -1,7 +1,7 @@
{% load i18n %}
<div hx-get="{% url 'category_overview' %}" hx-trigger="updated from:window" class="show-loading" hx-swap="outerHTML"
hx-include="#picker-form, #picker-type, #view-type, #show-tags, #showing">
hx-include="#picker-form, #picker-type, #view-type, #show-tags, #showing, #show-entities">
<div class="h-100 text-center mb-4">
<div class="btn-group gap-3" role="group" id="view-type" _="on change trigger updated">
<input type="radio" class="btn-check"
@@ -25,19 +25,34 @@
</div>
</div>
<div class="mt-3 mb-1 d-flex flex-column flex-md-row justify-content-between">
<div class="form-check form-switch" id="show-tags">
<div class="d-flex gap-4">
{% if view_type == 'table' %}
<input type="hidden" name="show_tags" value="off">
<input class="form-check-input" type="checkbox" role="switch" id="show-tags-switch" name="show_tags"
_="on change trigger updated" {% if show_tags %}checked{% endif %}>
{% spaceless %}
<label class="form-check-label" for="show-tags-switch">
{% trans 'Tags' %}
</label>
<c-ui.help-icon
content="{% trans 'Transaction amounts associated with multiple tags will be counted once for each tag' %}"
icon="fa-solid fa-circle-exclamation"></c-ui.help-icon>
{% endspaceless %}
<div class="form-check form-switch" id="show-tags">
<input type="hidden" name="show_tags" value="off">
<input class="form-check-input" type="checkbox" role="switch" id="show-tags-switch" name="show_tags"
_="on change trigger updated" {% if show_tags %}checked{% endif %}>
{% spaceless %}
<label class="form-check-label" for="show-tags-switch">
{% trans 'Tags' %}
</label>
<c-ui.help-icon
content="{% trans 'Transaction amounts associated with multiple tags will be counted once for each tag' %}"
icon="fa-solid fa-circle-exclamation"></c-ui.help-icon>
{% endspaceless %}
</div>
<div class="form-check form-switch" id="show-entities" {% if not show_tags %}style="display: none;"{% endif %}>
<input type="hidden" name="show_entities" value="off">
<input class="form-check-input" type="checkbox" role="switch" id="show-entities-switch" name="show_entities"
_="on change trigger updated" {% if show_entities %}checked{% endif %}>
{% spaceless %}
<label class="form-check-label" for="show-entities-switch">
{% trans 'Entities' %}
</label>
<c-ui.help-icon
content="{% trans 'Transaction amounts associated with multiple tags and entities will be counted once for each tag' %}"
icon="fa-solid fa-circle-exclamation"></c-ui.help-icon>
{% endspaceless %}
</div>
{% endif %}
</div>
<div class="btn-group btn-group-sm" role="group" id="showing" _="on change trigger updated">
@@ -250,6 +265,100 @@
{% endfor %}
</td>
</tr>
<!-- Entity rows -->
{% if show_entities %}
{% for entity_id, entity in tag.entities.items %}
<tr class="table-row-nested-2">
<td class="ps-5">
<i class="fa-solid fa-user-group fa-fw me-2 text-muted"></i>{{ entity.name }}
</td>
<td>
{% for currency in entity.currencies.values %}
{% if showing == 'current' and currency.income_current != 0 %}
<c-amount.display
:amount="currency.income_current"
:prefix="currency.currency.prefix"
:suffix="currency.currency.suffix"
:decimal_places="currency.currency.decimal_places"
color="green"></c-amount.display>
{% elif showing == 'projected' and currency.income_projected != 0 %}
<c-amount.display
:amount="currency.income_projected"
:prefix="currency.currency.prefix"
:suffix="currency.currency.suffix"
:decimal_places="currency.currency.decimal_places"
color="green"></c-amount.display>
{% elif showing == 'final' and currency.total_income != 0 %}
<c-amount.display
:amount="currency.total_income"
:prefix="currency.currency.prefix"
:suffix="currency.currency.suffix"
:decimal_places="currency.currency.decimal_places"
color="green"></c-amount.display>
{% else %}
<div>-</div>
{% endif %}
{% endfor %}
</td>
<td>
{% for currency in entity.currencies.values %}
{% if showing == 'current' and currency.expense_current != 0 %}
<c-amount.display
:amount="currency.expense_current"
:prefix="currency.currency.prefix"
:suffix="currency.currency.suffix"
:decimal_places="currency.currency.decimal_places"
color="red"></c-amount.display>
{% elif showing == 'projected' and currency.expense_projected != 0 %}
<c-amount.display
:amount="currency.expense_projected"
:prefix="currency.currency.prefix"
:suffix="currency.currency.suffix"
:decimal_places="currency.currency.decimal_places"
color="red"></c-amount.display>
{% elif showing == 'final' and currency.total_expense != 0 %}
<c-amount.display
:amount="currency.total_expense"
:prefix="currency.currency.prefix"
:suffix="currency.currency.suffix"
:decimal_places="currency.currency.decimal_places"
color="red"></c-amount.display>
{% else %}
<div>-</div>
{% endif %}
{% endfor %}
</td>
<td>
{% for currency in entity.currencies.values %}
{% if showing == 'current' and currency.total_current != 0 %}
<c-amount.display
:amount="currency.total_current"
:prefix="currency.currency.prefix"
:suffix="currency.currency.suffix"
:decimal_places="currency.currency.decimal_places"
color="{% if currency.total_final < 0 %}red{% else %}green{% endif %}"></c-amount.display>
{% elif showing == 'projected' and currency.total_projected != 0 %}
<c-amount.display
:amount="currency.total_projected"
:prefix="currency.currency.prefix"
:suffix="currency.currency.suffix"
:decimal_places="currency.currency.decimal_places"
color="{% if currency.total_final < 0 %}red{% else %}green{% endif %}"></c-amount.display>
{% elif showing == 'final' and currency.total_final != 0 %}
<c-amount.display
:amount="currency.total_final"
:prefix="currency.currency.prefix"
:suffix="currency.currency.suffix"
:decimal_places="currency.currency.decimal_places"
color="{% if currency.total_final < 0 %}red{% else %}green{% endif %}"></c-amount.display>
{% else %}
<div>-</div>
{% endif %}
{% endfor %}
</td>
</tr>
{% endfor %}
{% endif %}
{% endif %}
{% endfor %}
{% endif %}