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Code Issues 14 Packages Projects Releases 10 Wiki Activity

feat: add yearly overview by account

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This commit is contained in:
Herculino Trotta
2024-10-31 23:13:29 -03:00
parent c7174e7b53
commit edf07082e2
9 changed files with 428 additions and 100 deletions
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5
app/apps/users/models.py
View File

@@ -23,8 +23,9 @@ class User(AbstractUser):
class UserSettings(models.Model):
class StartPage(models.TextChoices):
MONTHLY = "MONTHLY_OVERVIEW", _("Monthly Overview")
YEARLY = "YEARLY_OVERVIEW", _("Yearly Overview")
MONTHLY = "MONTHLY_OVERVIEW", _("Monthly")
YEARLY_CURRENCY = "YEARLY_OVERVIEW_CURRENCY", _("Yearly by currency")
YEARLY_ACCOUNT = "YEARLY_OVERVIEW_ACCOUNT", _("Yearly by account")
NETWORTH = "NETWORTH", _("Net Worth")
ALL_TRANSACTIONS = "ALL_TRANSACTIONS", _("All Transactions")
CALENDAR = "CALENDAR", _("Calendar")

14
app/apps/yearly_overview/urls.py
View File

@@ -3,10 +3,16 @@ from django.urls import path
from . import views
urlpatterns = [
path("yearly/", views.index, name="yearly_index"),
path("yearly/currency/", views.index_by_currency, name="yearly_index_currency"),
path("yearly/account/", views.index_by_account, name="yearly_index_account"),
path(
"yearly/<int:year>/",
views.yearly_overview,
name="yearly_overview",
"yearly/currency/<int:year>/",
views.yearly_overview_by_currency,
name="yearly_overview_currency",
),
path(
"yearly/account/<int:year>/",
views.yearly_overview_by_account,
name="yearly_overview_account",
),
]

183
app/apps/yearly_overview/views.py
View File

@@ -13,17 +13,27 @@ from apps.transactions.models import Transaction
@login_required
def index(request):
def index_by_currency(request):
now = timezone.localdate(timezone.now())
return redirect(to="yearly_overview", year=now.year)
return redirect(to="yearly_overview_currency", year=now.year)
def yearly_overview(request, year: int):
@login_required
def index_by_account(request):
now = timezone.localdate(timezone.now())
return redirect(to="yearly_overview_account", year=now.year)
@login_required
def yearly_overview_by_currency(request, year: int):
next_year = year + 1
previous_year = year - 1
transactions = Transaction.objects.filter(reference_date__year=year)
transactions = Transaction.objects.filter(
reference_date__year=year, account__is_archived=False
)
monthly_data = (
transactions.annotate(month=TruncMonth("reference_date"))
@@ -165,7 +175,7 @@ def yearly_overview(request, year: int):
return render(
request,
"yearly_overview/pages/overview.html",
"yearly_overview/pages/overview_by_currency.html",
context={
"year": year,
"next_year": next_year,
@@ -173,3 +183,166 @@ def yearly_overview(request, year: int):
"totals": result,
},
)
@login_required
def yearly_overview_by_account(request, year: int):
next_year = year + 1
previous_year = year - 1
transactions = Transaction.objects.filter(
reference_date__year=year, account__is_archived=False
)
monthly_data = (
transactions.annotate(month=TruncMonth("reference_date"))
.values(
"month",
"account__id",
"account__name",
"account__currency__code",
"account__currency__prefix",
"account__currency__suffix",
"account__currency__decimal_places",
)
.annotate(
income_paid=Coalesce(
Sum(
Case(
When(
type=Transaction.Type.INCOME, is_paid=True, then=F("amount")
),
default=Value(Decimal("0")),
output_field=DecimalField(),
)
),
Value(Decimal("0")),
output_field=DecimalField(),
),
expense_paid=Coalesce(
Sum(
Case(
When(
type=Transaction.Type.EXPENSE,
is_paid=True,
then=F("amount"),
),
default=Value(Decimal("0")),
output_field=DecimalField(),
)
),
Value(Decimal("0")),
output_field=DecimalField(),
),
income_unpaid=Coalesce(
Sum(
Case(
When(
type=Transaction.Type.INCOME,
is_paid=False,
then=F("amount"),
),
default=Value(Decimal("0")),
output_field=DecimalField(),
)
),
Value(Decimal("0")),
output_field=DecimalField(),
),
expense_unpaid=Coalesce(
Sum(
Case(
When(
type=Transaction.Type.EXPENSE,
is_paid=False,
then=F("amount"),
),
default=Value(Decimal("0")),
output_field=DecimalField(),
)
),
Value(Decimal("0")),
output_field=DecimalField(),
),
)
.annotate(
balance_unpaid=F("income_unpaid") - F("expense_unpaid"),
balance_paid=F("income_paid") - F("expense_paid"),
balance_total=F("income_paid")
+ F("income_unpaid")
- F("expense_paid")
- F("expense_unpaid"),
)
.order_by("month", "account__name")
)
# Create a list of all months in the year
all_months = [date(year, month, 1) for month in range(1, 13)]
# Get all accounts that had transactions in this year
accounts = (
transactions.values(
"account__id",
"account__name",
"account__group__name",
"account__currency__code",
"account__currency__prefix",
"account__currency__suffix",
"account__currency__decimal_places",
)
.distinct()
.order_by("account__name")
)
# Create a dictionary to store the final result
result = {
month: {
account["account__id"]: {
"name": account["account__name"],
"group": account["account__group__name"],
"currency": {
"code": account["account__currency__code"],
"prefix": account["account__currency__prefix"],
"suffix": account["account__currency__suffix"],
"decimal_places": account["account__currency__decimal_places"],
},
"income_paid": Decimal("0"),
"expense_paid": Decimal("0"),
"income_unpaid": Decimal("0"),
"expense_unpaid": Decimal("0"),
"balance_unpaid": Decimal("0"),
"balance_paid": Decimal("0"),
"balance_total": Decimal("0"),
}
for account in accounts
}
for month in all_months
}
# Fill in the data
for entry in monthly_data:
month = entry["month"]
account_id = entry["account__id"]
for field in [
"income_paid",
"expense_paid",
"income_unpaid",
"expense_unpaid",
"balance_unpaid",
"balance_paid",
"balance_total",
]:
result[month][account_id][field] = entry[field]
return render(
request,
"yearly_overview/pages/overview_by_account.html",
context={
"year": year,
"next_year": next_year,
"previous_year": previous_year,
"totals": result,
"accounts": accounts,
},
)