Compare commits

..

62 Commits
0.7.8 ... 0.8.6

Author SHA1 Message Date
Herculino Trotta
3190f3ae09 Merge pull request #128
fix: changing startpage to networth breaks homepage
2025-02-02 00:05:19 -03:00
Herculino Trotta
757f6647da fix: changing startpage to networth breaks homepage 2025-02-02 00:04:45 -03:00
Herculino Trotta
6721d9dfee Merge pull request #127
feat: indicate what paid/project button means
2025-02-01 19:06:23 -03:00
Herculino Trotta
9705441e2d feat: indicate what paid/project button means
Closes #122
2025-02-01 19:06:04 -03:00
Herculino Trotta
7123aefad0 Merge pull request #126 from eitchtee/dev
feat: indicate what paid/project button means
2025-02-01 15:05:26 -03:00
Herculino Trotta
712f5f428e feat: indicate what paid/project button means 2025-02-01 15:04:58 -03:00
Herculino Trotta
a2e97b4ba2 Merge pull request #125
fix: changing startpage from monthly breaks homepage
2025-02-01 15:00:22 -03:00
Herculino Trotta
60a694635b fix: changing startpage from monthly breaks homepage
Fixes #121
2025-02-01 14:59:55 -03:00
Herculino Trotta
877816b649 Merge pull request #120
feat: add trash can to see deleted transactions
2025-02-01 11:13:18 -03:00
Herculino Trotta
0a3e47819a feat: add trash can to see deleted transactions 2025-02-01 11:12:43 -03:00
Herculino Trotta
f9d299cb78 refactor: remove single 2025-02-01 09:43:48 -03:00
Herculino Trotta
52934124c1 Merge pull request #118 from eitchtee/dev
feat: add account and currency info to monthly view
2025-02-01 00:51:41 -03:00
Herculino Trotta
39c1f634b6 feat: add account and currency info to monthly view 2025-02-01 00:51:16 -03:00
Herculino Trotta
fee5b93cea Merge pull request #117
fix: empty strings not considered as None when importing
2025-01-31 16:54:34 -03:00
Herculino Trotta
a7d8f94412 fix: empty strings not considered as None when importing 2025-01-31 16:54:04 -03:00
Herculino Trotta
44b87da423 Merge pull request #115
feat: expose current version
2025-01-31 11:15:35 -03:00
Herculino Trotta
85794f5c01 feat: expose current version 2025-01-31 11:15:15 -03:00
Herculino Trotta
f246d115e2 Merge pull request #114 from eitchtee/dev
ci: allow for manual custom docker release
2025-01-31 01:31:36 -03:00
Herculino Trotta
aae85ecf94 ci: allow for manual custom docker release 2025-01-31 01:31:09 -03:00
Herculino Trotta
ec911c0085 Merge pull request #113 from eitchtee/dev
feat: gracefully handle bigger title on info cards
2025-01-31 01:20:09 -03:00
Herculino Trotta
7b77f6f363 feat: gracefully handle bigger title on info cards 2025-01-31 01:19:28 -03:00
Herculino Trotta
239e9c4b2a Merge pull request #112
feat: turn quick transactions buttons in a component and gracefully handle buttons w/ long text
2025-01-31 01:13:06 -03:00
Herculino Trotta
5abd0b8d3c feat: turn quick transactions buttons in a component and gracefully handle buttons w/ long text 2025-01-31 01:12:45 -03:00
Herculino Trotta
320217f64a Remove procrastinate name from .env 2025-01-30 14:47:13 -03:00
Herculino Trotta
2735906d5e Update README.md 2025-01-30 14:45:24 -03:00
Herculino Trotta
1f03edcc2e Update README.md 2025-01-30 14:43:55 -03:00
Herculino Trotta
1405976292 Update README.md 2025-01-30 12:22:20 -03:00
Herculino Trotta
6a06d0ee88 Update README.md 2025-01-30 11:26:44 -03:00
Herculino Trotta
49c17f75b4 Merge pull request #111 from eitchtee/eitchtee-patch-1
Update README.md
2025-01-30 11:00:07 -03:00
Herculino Trotta
2ff6d69fac Update README.md 2025-01-30 10:59:49 -03:00
Herculino Trotta
3023f33d3d Merge pull request #110
fix: 'tags__id' does not resolve to an item that supports prefetching
2025-01-30 00:26:40 -03:00
Herculino Trotta
b5671fcd0e fix: 'tags__id' does not resolve to an item that supports prefetching 2025-01-30 00:26:07 -03:00
Herculino Trotta
48408cead8 fix: 'tags__id' does not resolve to an item that supports prefetching 2025-01-30 00:22:37 -03:00
Herculino Trotta
cd7ecd42ea Merge pull request #109
feat: allow for a subset of markdown (bold, italics, strikethrough, links) when displaying notes
2025-01-29 13:53:09 -03:00
Herculino Trotta
0b83ad6b3e feat: allow for a subset of markdown (bold, italics, strikethrough, links) when displaying notes 2025-01-29 13:52:46 -03:00
Herculino Trotta
d0ef08252e Merge pull request #108
feat: improve transactions list loading time
2025-01-29 13:47:05 -03:00
Herculino Trotta
1140d9c896 feat: improve transactions list loading time
Prefetch more values and allow them to be cached
2025-01-29 13:46:06 -03:00
Herculino Trotta
b2843a1ec1 Merge pull request #106 from DragonHeart69/main
Small change in Dutch translation
2025-01-29 08:40:31 -03:00
Dimitri Decrock
d25aba7be9 small change to number format again 2025-01-29 06:12:54 +01:00
Dimitri Decrock
c3eaca3e9a Merge branch 'eitchtee:main' into main 2025-01-29 06:10:17 +01:00
Herculino Trotta
5677706452 Merge pull request #105
fix: unable to load transactions on first login
2025-01-29 00:56:22 -03:00
Herculino Trotta
5bf7f9f272 fix: unable to load transactions on first login 2025-01-29 00:56:06 -03:00
Herculino Trotta
448841dadc Merge pull request #104 from eitchtee/dev
fix: wrong filename
2025-01-29 00:15:32 -03:00
Herculino Trotta
1b6934694e fix: wrong filename 2025-01-29 00:14:45 -03:00
Herculino Trotta
d4d00ba02f Merge pull request #103 from eitchtee/dev
feat: reduce db queries when saving order on session
2025-01-29 00:14:18 -03:00
Herculino Trotta
19a65ac45f feat: reduce db queries when saving order on session 2025-01-29 00:12:47 -03:00
Herculino Trotta
b72e7bd707 Merge pull request #102
docker: set single container as new default
2025-01-29 00:12:40 -03:00
Herculino Trotta
190be3e813 docker: set single container as new default 2025-01-29 00:11:39 -03:00
Herculino Trotta
88300b314c Merge pull request #101 from eitchtee/eitchtee-patch-1
Update release.yml
2025-01-28 23:47:34 -03:00
Herculino Trotta
fab77c8d9f Update release.yml 2025-01-28 23:47:18 -03:00
Herculino Trotta
1ae7158d7e Merge pull request #100 from eitchtee/dev
docker: fix permission error
2025-01-28 23:46:11 -03:00
Herculino Trotta
05f0356288 docker: fix permission error 2025-01-28 23:45:01 -03:00
Herculino Trotta
b3cea17b8d Merge pull request #99
docker: add single-container support
2025-01-28 23:35:08 -03:00
Herculino Trotta
0b66b23f16 docker: add single-container support 2025-01-28 23:34:48 -03:00
Herculino Trotta
80fdf70f7d Add a nightly docker tag built whenever there's a push to main 2025-01-28 23:13:23 -03:00
Herculino Trotta
fa931b0db2 Merge pull request #98
feat: cleanup expired sessions every first day of month at 6am
2025-01-28 21:33:00 -03:00
Herculino Trotta
cab79b4203 feat: cleanup expired sessions every first day of month at 6am 2025-01-28 21:32:41 -03:00
Herculino Trotta
ddab3db6b5 Merge pull request #97
feat(import:v1): accept list as source, first valid one will be used.
2025-01-28 21:24:44 -03:00
Herculino Trotta
9fa704811c feat(import:v1): accept list as source, first valid one will be used. 2025-01-28 21:24:23 -03:00
Herculino Trotta
4c0d14def0 Merge pull request #96
feat: store selected "order by" on session
2025-01-28 20:05:46 -03:00
Herculino Trotta
43382d2ffe feat: store selected "order by" on session
Closes #95
2025-01-28 20:05:00 -03:00
Dimitri Decrock
65ad51c273 smal change to number format 2025-01-28 19:16:52 +01:00
57 changed files with 2754 additions and 2433 deletions

View File

@@ -1,6 +1,5 @@
SERVER_NAME=wygiwyh_server
DB_NAME=wygiwyh_pg
PROCRASTINATE_NAME=wygiwyh_procrastinate
DEBUG=false
URL = https://...
@@ -23,3 +22,5 @@ WEB_CONCURRENCY=4
ENABLE_SOFT_DELETE=false
# If ENABLE_SOFT_DELETE is true, transactions deleted for more than KEEP_DELETED_TRANSACTIONS_FOR days will be truly deleted. Set to 0 to keep all.
KEEP_DELETED_TRANSACTIONS_FOR=365
TASK_WORKERS=1 # This only work if you're using the single container option. Increase to have more open queues via procrastinate, you probably don't need to increase this.

View File

@@ -2,7 +2,20 @@ name: Release Pipeline
on:
release:
types: [created]
types: [ created ]
push:
branches: [ main ]
workflow_dispatch:
inputs:
tag:
description: 'Custom tag name for the image'
required: true
type: string
ref:
description: 'Git ref to checkout (branch, tag, or SHA)'
required: true
default: 'main'
type: string
env:
IMAGE_NAME: wygiwyh
@@ -16,6 +29,13 @@ jobs:
steps:
- name: Checkout code
uses: actions/checkout@v4
with:
ref: ${{ github.event.inputs.ref }}
if: github.event_name == 'workflow_dispatch'
- name: Checkout code (non-manual)
uses: actions/checkout@v4
if: github.event_name != 'workflow_dispatch'
- name: Log in to Docker Hub
uses: docker/login-action@65b78e6e13532edd9afa3aa52ac7964289d1a9c1
@@ -29,16 +49,49 @@ jobs:
- name: Set up Docker Buildx
uses: docker/setup-buildx-action@v3
- name: Build and push image
- name: Build and push nightly image
if: github.event_name == 'push'
uses: docker/build-push-action@v6
with:
context: .
file: ./docker/prod/django/Dockerfile
push: true
provenance: false
build-args: |
VERSION=nightly
tags: ${{ secrets.DOCKERHUB_USERNAME }}/${{ env.IMAGE_NAME }}:nightly
platforms: linux/amd64,linux/arm64
cache-from: type=gha
cache-to: type=gha,mode=max
- name: Build and push release image
if: github.event_name == 'release'
uses: docker/build-push-action@v6
with:
context: .
file: ./docker/prod/django/Dockerfile
push: true
provenance: false
build-args: |
VERSION=${{ github.event.release.tag_name }}
tags: |
${{ secrets.DOCKERHUB_USERNAME }}/${{ env.IMAGE_NAME }}:latest
${{ secrets.DOCKERHUB_USERNAME }}/${{ env.IMAGE_NAME }}:${{ github.event.release.tag_name }}
platforms: linux/amd64,linux/arm64
cache-from: type=gha
cache-to: type=gha,mode=max
- name: Build and push custom image
if: github.event_name == 'workflow_dispatch'
uses: docker/build-push-action@v6
with:
context: .
file: ./docker/prod/django/Dockerfile
push: true
provenance: false
build-args: |
VERSION=${{ github.event.inputs.tag }}
tags: ${{ secrets.DOCKERHUB_USERNAME }}/${{ env.IMAGE_NAME }}:${{ github.event.inputs.tag }}
platforms: linux/amd64,linux/arm64
cache-from: type=gha
cache-to: type=gha,mode=max

462
README.md
View File

@@ -90,13 +90,12 @@ If you want to run WYGIWYH locally, on your env file:
You can now access localhost:OUTBOUND_PORT
> [!NOTE]
> If you're planning on running this behind Tailscale or other similar service also add your machine given IP to `DJANGO_ALLOWED_HOSTS`
> - If you're planning on running this behind Tailscale or other similar service also add your machine given IP to `DJANGO_ALLOWED_HOSTS`
> - If you're going to use another IP that isn't localhost, add it to `DJANGO_ALLOWED_HOSTS`, without `http://`
> [!NOTE]
> If you're going to use another IP that isn't localhost, add it to `DJANGO_ALLOWED_HOSTS`, without `http://`
## Building from source
Features are only added to main when ready, if you want to run the latest version, you must build from source.
## Latest changes
Features are only added to `main` when ready, if you want to run the latest version, you must build from source or use the `:nightly` tag on docker. Keep in mind that there can be undocumented breaking changes.
All the required Dockerfiles are [here](https://github.com/eitchtee/WYGIWYH/tree/main/docker/prod).
@@ -104,442 +103,31 @@ All the required Dockerfiles are [here](https://github.com/eitchtee/WYGIWYH/tree
[nwithan8](https://github.com/nwithan8) has kindly provided a Unraid template for WYGIWYH, have a look at the [unraid_templates](https://github.com/nwithan8/unraid_templates) repo.
WYGIWYH and WYGIWYH--Procrastinate should be available on the Unraid Store. You need both for all features.
WYGIWYH is available on the Unraid Store. You'll need to provision your own postgres (version 15 or up) database.
## Enviroment Variables
| variable | type | default | explanation |
|-------------------------------|-------------|-----------------------------------|------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------|
| DJANGO_ALLOWED_HOSTS | string | localhost 127.0.0.1 | A list of space separated domains and IPs representing the host/domain names that WYGIWYH site can serve. [Click here](https://docs.djangoproject.com/en/5.1/ref/settings/#allowed-hosts) for more details |
| HTTPS_ENABLED | true\|false | false | Whether to use secure cookies. If this is set to true, the cookie will be marked as “secure”, which means browsers may ensure that the cookie is only sent under an HTTPS connection |
| URL | string | http://localhost http://127.0.0.1 | A list of space separated domains and IPs (with the protocol) representing the trusted origins for unsafe requests (e.g. POST). [Click here](https://docs.djangoproject.com/en/5.1/ref/settings/#csrf-trusted-origins ) for more details |
| SECRET_KEY | string | "" | This is used to provide cryptographic signing, and should be set to a unique, unpredictable value. |
| DEBUG | true\|false | false | Turns DEBUG mode on or off, this is useful to gather more data about possible errors you're having. Don't use in production. |
| SQL_DATABASE | string | None *required | The name of your postgres database |
| SQL_USER | string | user | The username used to connect to your postgres database |
| SQL_PASSWORD | string | password | The password used to connect to your postgres database |
| SQL_HOST | string | localhost | The adress used to connect to your postgres database |
| SQL_PORT | string | 5432 | The port used to connect to your postgres database |
| SESSION_EXPIRY_TIME | int | 2678400 (31 days) | The age of session cookies, in seconds. E.g. how long you will stay logged in |
| ENABLE_SOFT_DELETE | true\|false | false | Whether to enable transactions soft delete, if enabled, deleted transactions will remain in the database. Useful for imports and avoiding duplicate entries. |
| KEEP_DELETED_TRANSACTIONS_FOR | int | 365 | Time in days to keep soft deleted transactions for. If 0, will keep all transactions indefinitely. Only works if ENABLE_SOFT_DELETE is true. |
| TASK_WORKERS | int | 1 | How many workers to have for async tasks. One should be enough for most use cases |
# How it works
## Models
Check out our [Wiki](https://github.com/eitchtee/WYGIWYH/wiki) for more information.
### Transactions
Transactions are the core feature of WYGIWYH, representing expenses or income in your accounts. Each transaction consists of the following fields:
#### Type
- **Income**: A positive amount entering your account
- **Expense**: A negative amount exiting your account
#### Paid Status
A transaction can be either:
- **Current**: When marked as paid
- **Projected**: When marked as unpaid
#### Account
The account associated with the transaction. Required, limited to one account per transaction.
#### Entity
The party involved in the transaction:
- For **Income**: The paying entity
- For **Expense**: The receiving entity
Optional field.
#### Date
The date when the transaction occurred. Required.
#### Reference Date
One of **WYGIWYH**'s key features. The reference date determines which month a transaction should count towards. For example, you can have a transaction that occurred on January 26th count towards February's finances.
Optional - defaults to the transaction date's month if not specified.
> [!CAUTION]
> While designed primarily for credit card closing dates, this feature allows for debt rolling across months. Use responsibly to maintain accurate financial tracking.
#### Type
- Income, meaning a positive amount (usually) entering your account
- Expense, meaning a negative amount exiting your account
#### Description
The name or purpose of the transaction. Required.
#### Amount
The monetary value of the transaction. Required.
#### Category
The primary classification of the transaction. Optional.
#### Tags
Additional labels for transaction categorization. Optional.
#### Notes
Additional information about the transaction. Optional.
![img_4.png](.github/img/readme_transaction.png)
### Installment Plan
An Installment Plan is a helper model that generates a series of recurring transactions over a fixed period.
#### Core Fields
- **Account**: The account for all transactions in the plan. Required.
- **Entity**: The paying or receiving party for all transactions. Optional.
- **Description**: The name of the installment plan, used for all transactions. Required.
- **Notes**: Additional information applied to all transactions. Optional.
#### Installment Configuration
- **Number of Installments**: Total number of transactions to create (e.g., 1/10, 2/10)
- **Installment Start**: Initial counting point
- **Start Date**: Date of the first transaction
- **Reference Date**: Reference date for the first transaction
- **Recurrence**: Frequency of transactions (e.g., Monthly)
![img_1.png](.github/img/readme_installment_plan.png)
### Transaction Details
- **Amount**: Value for each transaction. Required.
- **Category**: Primary classification for all transactions. Optional.
- **Tags**: Labels applied to all transactions. Optional.
### Recurring Transaction
A Recurring Transaction is a helper model that generates recurring transactions indefinitely or until a certain date.
#### Core Fields
- **Account**: The account for all transactions in the plan. Required.
- **Entity**: The paying or receiving party for all transactions. Optional.
- **Description**: The name of the recurring transaction, used for all transactions. Required.
- **Notes**: Additional information applied to all transactions. Optional.
#### Recurring Transaction Configuration
- **Start Date**: Date of the first transaction. Required.
- **Reference Date**: Reference date for the first transaction. Optional.
- **Recurrence Type**: Frequency of transactions (e.g., Monthly). Required.
- **Recurrence Interval**: The interval between transactions (e.g. every 1 month, every 2 weeks, etc.). Required.
- **End date**: When new transactions should stop being created. Optional.
#### Transaction Details
- **Amount**: Value for each transaction. Required.
- **Category**: Primary classification for all transactions. Optional.
- **Tags**: Labels applied to all transactions. Optional.
#### Other information
- Recurring transactions are checked and created every midnight using Procrastinate.
- **WYGIWYH** tries to keep at most **6** future transactions created at any time.
- If you delete a recurring transaction it will not be recreated.
- You can stop or pause a recurring transaction at any time on the config page (/recurring-trasanctions/)
![img_3.png](.github/img/readme_recurring_transaction.png)
### Account
Accounts represent different financial entities where transactions occur. They have the following attributes:
- **Name**: A unique identifier for the account.
- **Group**: An optional [account group](#account-groups) the account belongs to for organizational purposes.
- **Currency**: The primary [currency](#currency) of the account.
- **Exchange Currency**: An optional currency used for exchange rate calculations.
- **Is Asset**: A boolean indicating if the account is considered an asset (counts towards net worth).
- **Is Archived**: A boolean indicating if the account is archived (doesn't show up in active lists or count towards net worth).
### Account Groups
Account Groups are used to organize accounts into logical categories. They consist of:
- **Name**: A unique identifier for the group.
### Currency
Currencies represent different monetary units. They include:
* **Code**: A unique identifier for the currency (e.g., USD, EUR).
* **Name**: The full name of the currency.
* **Decimal Place**: The number of decimal places used for the currency.
* **Prefix**: An optional symbol or text that comes before the amount.
* **Suffix**: An optional symbol or text that comes after the amount.
### Exchange Rate
Exchange Rates store conversion rates between currencies:
* **From Currency**: The source currency.
* **To Currency**: The target currency.
* **Rate**: The conversion rate.
* **Date**: The date the rate was recorded or is valid for.
### Category
Categories are used to classify transactions:
* **Name**: A unique identifier for the category.
* **Muted**: Muted categories won't count towards your monthly total.
* **Active**: A boolean indicating if the category is currently in use. This will disable its use on new transactions.
### Tag
Tags provide additional labeling for transactions:
* **Name**: A unique identifier for the tag.
* **Active**: A boolean indicating if the category is currently in use. This will disable its use on new transactions.
### Entity
Entities represent parties involved in transactions:
* **Name**: A unique identifier for the entity.
* **Active**: A boolean indicating if the entity is currently in use. This will disable its use on new transactions.
---
## Helper actions
### Transfer
A transfer happens when you move a monetary value from one account to another. This will create two transactions, one expense and one income with the values set by the user.
Contrary to other finance trackers, due to our multi-currency support, **WYGIWYH**'s transfer system allows for non-zero transfers.
![img.png](.github/img/readme_transfer.png)
### Balance (Account Reconciliation)
A balance is a easy way of updating your accounts balance. It creates a transaction with the difference between the balance currently in **WYGIWYH** and the new balance informed by you.
This can be useful for savings accounts or other interest accruing investments.![img_2.png](.github/img/readme_balance.png)
---
## Views
### Monthly
The Monthly view provides an overview of your financial activity for a specific month. It includes:
* Total income and expenses for the month
* Daily spending allowance calculation
* List of transactions for the month
> [!NOTE]
> Reference dates are taken into account here.
### Yearly by currency
This view gives you a yearly summary of your finances grouped by currency. It shows:
* Total income and expenses for each currency
* Monthly breakdown of income and expenses
### Yearly by account
Similar to the [yearly by currency](#yearly-by-currency) view, but groups the data by account instead.
### Calendar
The Calendar view presents your transactions in a monthly calendar format, allowing you to see your financial activity day by day. It includes:
* Visual representation of daily transaction totals
* Ability to view details of transactions for each day
> [!NOTE]
> Reference dates are **not** taken into account here.
### Networh
#### Current
The Current Net Worth view shows your present financial standing, including:
* Total value of all asset accounts
* Breakdown of assets by account and currency
* Historical net worth trend
#### Projected
The Projected Net Worth view estimates your future financial position based on current data and recurring transactions. It includes:
* Your total net worth with projected and current transactions
* Breakdown of assets by account and currency
* Historical and future net worth trend
### All Transactions
This view provides a comprehensive list of all transactions across all accounts. Features include:
* Advanced filtering and sorting options
* Detailed information
You can use this to see how much you spent on a given category, or a given day, etc..
### Configuration and Management
#### Management
The Management section in the navbar allows you to add and edit most elements of WYGIWYH, including:
* Accounts and Groups
* Currencies and Exchange Rates
* Categories, Tags and Entities
* Rules
#### User Settings
WYGIWYH allows users to personalize their experience through customizable settings. Each user can configure:
* **Language**: Choose your preferred interface language.
* **Timezone**: Set your local timezone for accurate date and time display.
* **Start Page**: Select which page you want to see first when you log in.
* **Sound Preferences**: Toggle sound effects on or off.
* **Amount Display**: Choose to show or hide monetary amounts by default.
To access and modify these settings:
1. Click on your username in the top-right corner of the page.
2. Select "Settings" from the dropdown menu.
3. Adjust your preferences as desired.
4. Click "Save" to apply your changes.
These settings ensure that WYGIWYH adapts to your personal preferences and working style.
#### Django Admin
From here you can also access Django's own admin site.
> [!WARNING]
> Most side effects aren't triggered from the admin.
> Only use it if you know what you're doing or were told by a developer to do so.
---
## Tools
### Calculator
The calculator is a floating widget that can be toggled by clicking the calculator icon on the navbar or by pressing <kbd>Alt</kbd> + <kbd>C</kbd> on any page.
It allows for any math expression supported by [math.js](https://mathjs.org).
![calculator](.github/img/readme_calculator.gif)
### Dollar Cost Average Tracker
The DCA Tracker can be accessed from the navbar's **Tools** menu.
It allows for tracking DCA strategies and getting helpful information and insights.
> [!IMPORTANT]
> Currently DCA exists separately from your main transactions. You will need to add your entries manually.
<img src=".github/img/readme_dca_1.png" width="45%"></img> <img src=".github/img/readme_dca_2.png" width="45%"></img>
### Unit Price Calculator
The Unit Price Calculator can be accessed from the navbar's **Tools** menu.
This is a self-contained tool for comparing and finding the most cost-efficient item quickly and easily.
Input the price and the amount of each item, the cheapeast will be highlighted in green, and the most expensive in red.
You can add additional items by clicking the _Add_ button at the end of the page.
> [!NOTE]
> This doesn't do unit convertion. The amount of all items needs to be on the same the unit for proper functioning.
![img.png](.github/img/readme_unit_price_calculator.png)
### Currency Converter
The Currency Converter is a tool that allows you to quickly convert amounts between different currencies.
> [!NOTE]
> There's no external Exchange Rate fetching. This uses the Exchange Rates configured in the [Management](#configuration-and-management) page for [Exchange Rates](#exchange-rate)
## Automation
### API
WYGIWYH has a comprehensive API, it's documentation can be accessed on `<your-wygiwyh-url>/api/docs/`
> [!NOTE]
> While the API works, there's still much to be added to it to equipare functionality with the main web app.
### Transaction Rules
Transaction Rules are a powerful feature in WYGIWYH that allow for automatic modification of transactions based on specified criteria. This can save time and ensure consistency in your financial tracking.
Key Aspects of Transaction Rules:
* **Conditions**: Set specific criteria that a transaction must meet for the rule to apply. This can include attributes like description, amount, account, etc.
* **Actions**: Define what changes should be made to a transaction when the conditions are met. This can include setting categories, tags, or modifying other fields.
* **Activation Options**: Rules can be set to apply when transactions are created, updated, or both.
#### Actions and Conditions
When creating a new rule, you will need to add a Condition and, later, Actions.
Both use a limited subset of Python, via [SimpleEval](https://github.com/danthedeckie/simpleeval).
The Condition must evaluate to True or False, and the Action must evaluate to a value that will be set on the selected field.
You may use any of the available [variables](#available-variables) and [functions](#available-functions).
#### Available variables
* `account_name`
* `account_id`
* `account_group_name`
* `account_group_id`
* `is_asset_account`
* `is_archived_account`
* `category_name`
* `category_id`
* `tag_names`
* `tag_ids`
* `entities_names`
* `entities_ids`
* `is_expense`
* `is_income`
* `is_paid`
* `description`
* `amount`
* `notes`
* `date`
* `reference_date`
#### Available functions
* `relativedelta`
#### Examples
Add a tag to an income transaction if it happens in a specific account
```
If...
account_name == "My Investing Account" and is_income
Then...
Set Tags to
tag_names + ["Yield"]
```
---
Move credit card transactions to next month when they happen at a cutoff date
```
If...
account_name == "My credit card" and date.day >= 26 and reference_date.month == date.month
Then...
Set Reference Date to
reference_date + relativedelta(months=1)).replace(day=1)
```
# Caveats and Warnings
- I'm not an accountant, some terms and even calculations might be wrong. Make sure to open an issue if you see anything that could be improved.

View File

@@ -31,10 +31,8 @@ SECRET_KEY = os.getenv("SECRET_KEY", "")
# SECURITY WARNING: don't run with debug turned on in production!
DEBUG = os.getenv("DEBUG", "false").lower() == "true"
ALLOWED_HOSTS = os.environ.get("DJANGO_ALLOWED_HOSTS", "localhost 127.0.0.1").split(" ")
CSRF_TRUSTED_ORIGINS = os.environ.get("URL", "http://localhost http://127.0.0.1").split(
" "
)
ALLOWED_HOSTS = os.getenv("DJANGO_ALLOWED_HOSTS", "localhost 127.0.0.1").split(" ")
CSRF_TRUSTED_ORIGINS = os.getenv("URL", "http://localhost http://127.0.0.1").split(" ")
# Application definition
@@ -128,11 +126,11 @@ WSGI_APPLICATION = "WYGIWYH.wsgi.application"
DATABASES = {
"default": {
"ENGINE": "django.db.backends.postgresql",
"NAME": os.environ.get("SQL_DATABASE"),
"USER": os.environ.get("SQL_USER", "user"),
"PASSWORD": os.environ.get("SQL_PASSWORD", "password"),
"HOST": os.environ.get("SQL_HOST", "localhost"),
"PORT": os.environ.get("SQL_PORT", "5432"),
"NAME": os.getenv("SQL_DATABASE"),
"USER": os.getenv("SQL_USER", "user"),
"PASSWORD": os.getenv("SQL_PASSWORD", "password"),
"HOST": os.getenv("SQL_HOST", "localhost"),
"PORT": os.getenv("SQL_PORT", "5432"),
}
}
@@ -222,7 +220,7 @@ SESSION_COOKIE_SECURE = os.getenv("HTTPS_ENABLED", "false").lower() == "true"
DEBUG_TOOLBAR_CONFIG = {
"ROOT_TAG_EXTRA_ATTRS": "hx-preserve",
"SHOW_TOOLBAR_CALLBACK": lambda r: False, # disables it}
# "SHOW_TOOLBAR_CALLBACK": lambda r: False, # disables it
}
DEBUG_TOOLBAR_PANELS = [
"debug_toolbar.panels.history.HistoryPanel",
@@ -388,3 +386,4 @@ PWA_SERVICE_WORKER_PATH = BASE_DIR / "templates" / "pwa" / "serviceworker.js"
ENABLE_SOFT_DELETE = os.getenv("ENABLE_SOFT_DELETE", "false").lower() == "true"
KEEP_DELETED_TRANSACTIONS_FOR = int(os.getenv("KEEP_DELETED_ENTRIES_FOR", "365"))
APP_VERSION = os.getenv("APP_VERSION", "unknown")

View File

@@ -1,5 +1,8 @@
import logging
from asgiref.sync import sync_to_async
from django.core import management
from procrastinate import builtin_tasks
from procrastinate.contrib.django import app
@@ -24,3 +27,16 @@ async def remove_old_jobs(context, timestamp):
exc_info=True,
)
raise e
@app.periodic(cron="0 6 1 * *")
@app.task(queueing_lock="remove_expired_sessions")
async def remove_expired_sessions(timestamp=None):
"""Cleanup expired sessions by using Django management command."""
try:
await sync_to_async(management.call_command)("clearsessions", verbosity=0)
except Exception:
logger.error(
"Error while executing 'remove_expired_sessions' task",
exc_info=True,
)

View File

@@ -0,0 +1,52 @@
from typing import Optional
import mistune
from django import template
from django.utils.safestring import mark_safe
from mistune import HTMLRenderer, Markdown, BlockParser, InlineParser, safe_entity
from mistune.plugins.formatting import strikethrough as plugin_strikethrough
from mistune.plugins.url import url as plugin_url
register = template.Library()
class CustomRenderer(HTMLRenderer):
def link(self, text: str, url: str, title: Optional[str] = None) -> str:
s = '<a rel="nofollow" target="_blank" href="' + self.safe_url(url) + '"'
if title:
s += ' title="' + safe_entity(title) + '"'
return s + ">" + text + "</a>"
def paragraph(self, text: str) -> str:
return text + "\n"
def softbreak(self) -> str:
return "\n"
def blank_line(self) -> str:
return "\n"
block = BlockParser()
block.rules = ["blank_line"]
inline = InlineParser(hard_wrap=False)
inline.rules = [
"emphasis",
"link",
"auto_link",
"auto_email",
"linebreak",
"softbreak",
]
markdown = Markdown(
renderer=CustomRenderer(escape=False),
block=block,
inline=inline,
plugins=[plugin_strikethrough, plugin_url],
)
@register.filter(name="limited_markdown")
def limited_markdown(value):
return mark_safe(markdown(value))

View File

@@ -0,0 +1,9 @@
from django import template
from django.conf import settings
register = template.Library()
@register.simple_tag(name="settings")
def settings_value(name):
return getattr(settings, name, "")

View File

@@ -65,7 +65,7 @@ class CSVImportSettings(BaseModel):
class ColumnMapping(BaseModel):
source: Optional[str] = Field(
source: Optional[str] | Optional[list[str]] = Field(
default=None,
description="CSV column header. If None, the field will be generated from transformations",
)

View File

@@ -486,11 +486,21 @@ class ImportService:
mapped_data = {}
for field, mapping in self.mapping.items():
# If source is None, use None as the initial value
value = row.get(mapping.source) if mapping.source else None
value = None
if isinstance(mapping.source, str):
value = row.get(mapping.source, None)
elif isinstance(mapping.source, list):
for source in mapping.source:
value = row.get(source, None)
if value:
break
else:
# If source is None, use None as the initial value
value = None
# Use default_value if value is None
if value is None:
if not value:
value = mapping.default
# Apply transformations

View File

@@ -19,4 +19,19 @@ urlpatterns = [
views.monthly_summary,
name="monthly_summary",
),
path(
"monthly/<int:month>/<int:year>/summary/accounts/",
views.monthly_account_summary,
name="monthly_account_summary",
),
path(
"monthly/<int:month>/<int:year>/summary/currencies/",
views.monthly_currency_summary,
name="monthly_currency_summary",
),
path(
"monthly/summary/select/<str:selected>/",
views.monthly_summary_select,
name="monthly_summary_select",
),
]

View File

@@ -2,6 +2,7 @@ from django.contrib.auth.decorators import login_required
from django.db.models import (
Q,
)
from django.http import HttpResponse
from django.shortcuts import render, redirect
from django.utils import timezone
from django.views.decorators.http import require_http_methods
@@ -16,6 +17,7 @@ from apps.transactions.models import Transaction
from apps.transactions.utils.calculations import (
calculate_currency_totals,
calculate_percentage_distribution,
calculate_account_totals,
)
from apps.transactions.utils.default_ordering import default_order
@@ -30,6 +32,9 @@ def index(request):
@login_required
@require_http_methods(["GET"])
def monthly_overview(request, month: int, year: int):
order = request.session.get("monthly_transactions_order", "default")
summary_tab = request.session.get("monthly_summary_tab", "summary")
if month < 1 or month > 12:
from django.http import Http404
@@ -54,6 +59,8 @@ def monthly_overview(request, month: int, year: int):
"previous_month": previous_month,
"previous_year": previous_year,
"filter": f,
"order": order,
"summary_tab": summary_tab,
},
)
@@ -62,7 +69,12 @@ def monthly_overview(request, month: int, year: int):
@login_required
@require_http_methods(["GET"])
def transactions_list(request, month: int, year: int):
order = request.GET.get("order")
order = request.session.get("monthly_transactions_order", "default")
if "order" in request.GET:
order = request.GET["order"]
if order != request.session.get("monthly_transactions_order", "default"):
request.session["monthly_transactions_order"] = order
f = TransactionsFilter(request.GET)
transactions_filtered = (
@@ -79,6 +91,7 @@ def transactions_list(request, month: int, year: int):
"account__exchange_currency",
"account__currency",
"installment_plan",
"entities",
)
)
@@ -122,3 +135,61 @@ def monthly_summary(request, month: int, year: int):
"monthly_overview/fragments/monthly_summary.html",
context=context,
)
@only_htmx
@login_required
@require_http_methods(["GET"])
def monthly_account_summary(request, month: int, year: int):
# Base queryset with all required filters
base_queryset = Transaction.objects.filter(
reference_date__year=year,
reference_date__month=month,
).exclude(Q(category__mute=True) & ~Q(category=None))
account_data = calculate_account_totals(transactions_queryset=base_queryset.all())
account_percentages = calculate_percentage_distribution(account_data)
context = {
"account_data": account_data,
"account_percentages": account_percentages,
}
return render(
request,
"monthly_overview/fragments/monthly_account_summary.html",
context=context,
)
@only_htmx
@login_required
@require_http_methods(["GET"])
def monthly_currency_summary(request, month: int, year: int):
# Base queryset with all required filters
base_queryset = Transaction.objects.filter(
reference_date__year=year,
reference_date__month=month,
).exclude(Q(category__mute=True) & ~Q(category=None))
currency_data = calculate_currency_totals(base_queryset.all(), ignore_empty=True)
currency_percentages = calculate_percentage_distribution(currency_data)
context = {
"currency_data": currency_data,
"currency_percentages": currency_percentages,
}
return render(
request, "monthly_overview/fragments/monthly_currency_summary.html", context
)
@login_required
@require_http_methods(["GET"])
def monthly_summary_select(request, selected):
request.session["monthly_summary_tab"] = selected
return HttpResponse(
status=204,
)

View File

@@ -228,9 +228,12 @@ class Transaction(models.Model):
def delete(self, *args, **kwargs):
if settings.ENABLE_SOFT_DELETE:
self.deleted = True
self.deleted_at = timezone.now()
self.save()
if not self.deleted:
self.deleted = True
self.deleted_at = timezone.now()
self.save()
else:
super().delete(*args, **kwargs)
else:
super().delete(*args, **kwargs)

View File

@@ -6,11 +6,36 @@ urlpatterns = [
path(
"transactions/list/", views.transaction_all_list, name="transactions_all_list"
),
path(
"transactions/trash/",
views.transactions_trash_can_index,
name="transactions_trash_index",
),
path(
"transactions/trash/list/",
views.transactions_trash_can_list,
name="transactions_trash_list",
),
path(
"transactions/summary/",
views.transaction_all_summary,
name="transactions_all_summary",
),
path(
"transactions/summary/account/",
views.transaction_all_account_summary,
name="transaction_all_account_summary",
),
path(
"transactions/summary/currency/",
views.transaction_all_currency_summary,
name="transaction_all_currency_summary",
),
path(
"transactions/summary/select/<str:selected>/",
views.transaction_all_summary_select,
name="transaction_all_summary_select",
),
path(
"transactions/actions/pay/",
views.bulk_pay_transactions,
@@ -26,6 +51,11 @@ urlpatterns = [
views.bulk_delete_transactions,
name="transactions_bulk_delete",
),
path(
"transactions/actions/undelete/",
views.bulk_undelete_transactions,
name="transactions_bulk_undelete",
),
path(
"transactions/actions/duplicate/",
views.bulk_clone_transactions,
@@ -41,6 +71,11 @@ urlpatterns = [
views.transaction_delete,
name="transaction_delete",
),
path(
"transaction/<int:transaction_id>/undelete/",
views.transaction_undelete,
name="transaction_undelete",
),
path(
"transaction/<int:transaction_id>/edit/",
views.transaction_edit,

View File

@@ -72,8 +72,12 @@ def calculate_currency_totals(transactions_queryset, ignore_empty=False):
.order_by()
)
# Process the results and calculate additional totals
# First pass: Process basic totals and store all currency data
result = {}
currencies_using_exchange = (
{}
) # Track which currencies use which exchange currencies
for total in currency_totals:
# Skip empty currencies if ignore_empty is True
if ignore_empty and all(
@@ -91,7 +95,6 @@ def calculate_currency_totals(transactions_queryset, ignore_empty=False):
total_current = total["income_current"] - total["expense_current"]
total_projected = total["income_projected"] - total["expense_projected"]
total_final = total_current + total_projected
currency_id = total["account__currency"]
from_currency = Currency.objects.get(id=currency_id)
exchange_currency = (
@@ -120,8 +123,6 @@ def calculate_currency_totals(transactions_queryset, ignore_empty=False):
# Add exchanged values if exchange_currency exists
if exchange_currency:
exchanged = {}
# Convert each value
for field in [
"expense_current",
"expense_projected",
@@ -136,7 +137,6 @@ def calculate_currency_totals(transactions_queryset, ignore_empty=False):
from_currency=from_currency,
to_currency=exchange_currency,
)
if amount is not None:
exchanged[field] = amount
if "currency" not in exchanged:
@@ -148,12 +148,48 @@ def calculate_currency_totals(transactions_queryset, ignore_empty=False):
"name": exchange_currency.name,
}
# Only add exchanged data if at least one conversion was successful
if exchanged:
currency_data["exchanged"] = exchanged
# Track which currencies are using which exchange currencies
if exchange_currency.id not in currencies_using_exchange:
currencies_using_exchange[exchange_currency.id] = []
currencies_using_exchange[exchange_currency.id].append(
{"currency_id": currency_id, "exchanged": exchanged}
)
result[currency_id] = currency_data
# Second pass: Add consolidated totals for currencies that are used as exchange currencies
for currency_id, currency_data in result.items():
if currency_id in currencies_using_exchange:
consolidated = {
"currency": currency_data["currency"].copy(),
"expense_current": currency_data["expense_current"],
"expense_projected": currency_data["expense_projected"],
"income_current": currency_data["income_current"],
"income_projected": currency_data["income_projected"],
"total_current": currency_data["total_current"],
"total_projected": currency_data["total_projected"],
"total_final": currency_data["total_final"],
}
# Add exchanged values from all currencies using this as exchange currency
for using_currency in currencies_using_exchange[currency_id]:
exchanged = using_currency["exchanged"]
for field in [
"expense_current",
"expense_projected",
"income_current",
"income_projected",
"total_current",
"total_projected",
"total_final",
]:
if field in exchanged:
consolidated[field] += exchanged[field]
result[currency_id]["consolidated"] = consolidated
return result

View File

@@ -61,7 +61,7 @@ def bulk_unpay_transactions(request):
@login_required
def bulk_delete_transactions(request):
selected_transactions = request.GET.getlist("transactions", [])
transactions = Transaction.objects.filter(id__in=selected_transactions)
transactions = Transaction.all_objects.filter(id__in=selected_transactions)
count = transactions.count()
transactions.delete()
@@ -81,6 +81,30 @@ def bulk_delete_transactions(request):
)
@only_htmx
@login_required
def bulk_undelete_transactions(request):
selected_transactions = request.GET.getlist("transactions", [])
transactions = Transaction.deleted_objects.filter(id__in=selected_transactions)
count = transactions.count()
transactions.update(deleted=False, deleted_at=None)
messages.success(
request,
ngettext_lazy(
"%(count)s transaction restored successfully",
"%(count)s transactions restored successfully",
count,
)
% {"count": count},
)
return HttpResponse(
status=204,
headers={"HX-Trigger": "updated"},
)
@only_htmx
@login_required
def bulk_clone_transactions(request):

View File

@@ -244,7 +244,7 @@ def transaction_clone(request, transaction_id, **kwargs):
@login_required
@require_http_methods(["DELETE"])
def transaction_delete(request, transaction_id, **kwargs):
transaction = get_object_or_404(Transaction, id=transaction_id)
transaction = get_object_or_404(Transaction.all_objects, id=transaction_id)
transaction.delete()
@@ -256,6 +256,24 @@ def transaction_delete(request, transaction_id, **kwargs):
)
@only_htmx
@login_required
@require_http_methods(["GET"])
def transaction_undelete(request, transaction_id, **kwargs):
transaction = get_object_or_404(Transaction.deleted_objects, id=transaction_id)
transaction.deleted = False
transaction.deleted_at = None
transaction.save()
messages.success(request, _("Transaction restored successfully"))
return HttpResponse(
status=204,
headers={"HX-Trigger": "updated"},
)
@only_htmx
@login_required
@require_http_methods(["GET", "POST"])
@@ -313,15 +331,27 @@ def transaction_pay(request, transaction_id):
@login_required
@require_http_methods(["GET"])
def transaction_all_index(request):
order = request.session.get("all_transactions_order", "default")
summary_tab = request.session.get("transaction_all_summary_tab", "currency")
f = TransactionsFilter(request.GET)
return render(request, "transactions/pages/transactions.html", {"filter": f})
return render(
request,
"transactions/pages/transactions.html",
{"filter": f, "order": order, "summary_tab": summary_tab},
)
@only_htmx
@login_required
@require_http_methods(["GET"])
def transaction_all_list(request):
order = request.GET.get("order")
order = request.session.get("all_transactions_order", "default")
if "order" in request.GET:
order = request.GET["order"]
if order != request.session.get("all_transactions_order", "default"):
request.session["all_transactions_order"] = order
transactions = Transaction.objects.prefetch_related(
"account",
@@ -331,6 +361,7 @@ def transaction_all_list(request):
"account__exchange_currency",
"account__currency",
"installment_plan",
"entities",
).all()
transactions = default_order(transactions, order=order)
@@ -373,16 +404,98 @@ def transaction_all_summary(request):
account_percentages = calculate_percentage_distribution(account_data)
context = {
"income_current": remove_falsey_entries(currency_data, "income_current"),
"income_projected": remove_falsey_entries(currency_data, "income_projected"),
"expense_current": remove_falsey_entries(currency_data, "expense_current"),
"expense_projected": remove_falsey_entries(currency_data, "expense_projected"),
"total_current": remove_falsey_entries(currency_data, "total_current"),
"total_final": remove_falsey_entries(currency_data, "total_final"),
"total_projected": remove_falsey_entries(currency_data, "total_projected"),
"currency_data": currency_data,
"currency_percentages": currency_percentages,
"account_data": account_data,
"account_percentages": account_percentages,
}
return render(request, "transactions/fragments/summary.html", context)
@only_htmx
@login_required
@require_http_methods(["GET"])
def transaction_all_account_summary(request):
transactions = Transaction.objects.prefetch_related(
"account",
"account__group",
"category",
"tags",
"account__exchange_currency",
"account__currency",
"installment_plan",
).all()
f = TransactionsFilter(request.GET, queryset=transactions)
account_data = calculate_account_totals(transactions_queryset=f.qs.all())
account_percentages = calculate_percentage_distribution(account_data)
context = {
"account_data": account_data,
"account_percentages": account_percentages,
}
return render(request, "transactions/fragments/all_account_summary.html", context)
@only_htmx
@login_required
@require_http_methods(["GET"])
def transaction_all_currency_summary(request):
transactions = Transaction.objects.prefetch_related(
"account",
"account__group",
"category",
"tags",
"account__exchange_currency",
"account__currency",
"installment_plan",
).all()
f = TransactionsFilter(request.GET, queryset=transactions)
currency_data = calculate_currency_totals(f.qs.all(), ignore_empty=True)
currency_percentages = calculate_percentage_distribution(currency_data)
context = {
"currency_data": currency_data,
"currency_percentages": currency_percentages,
}
return render(request, "transactions/fragments/all_currency_summary.html", context)
@login_required
@require_http_methods(["GET"])
def transaction_all_summary_select(request, selected):
request.session["transaction_all_summary_tab"] = selected
return HttpResponse(
status=204,
)
@login_required
@require_http_methods(["GET"])
def transactions_trash_can_index(request):
return render(request, "transactions/pages/trash.html")
def transactions_trash_can_list(request):
transactions = Transaction.deleted_objects.prefetch_related(
"account",
"account__group",
"category",
"tags",
"account__exchange_currency",
"account__currency",
"installment_plan",
).all()
return render(
request,
"transactions/fragments/trash_list.html",
{"transactions": transactions},
)

View File

@@ -0,0 +1,18 @@
# Generated by Django 5.1.5 on 2025-02-02 02:56
from django.db import migrations, models
class Migration(migrations.Migration):
dependencies = [
('users', '0017_usersettings_number_format'),
]
operations = [
migrations.AlterField(
model_name='usersettings',
name='start_page',
field=models.CharField(choices=[('MONTHLY_OVERVIEW', 'Monthly'), ('YEARLY_OVERVIEW_CURRENCY', 'Yearly by currency'), ('YEARLY_OVERVIEW_ACCOUNT', 'Yearly by account'), ('NETWORTH_CURRENT', 'Current Net Worth'), ('NETWORTH_PROJECTED', 'Projected Net Worth'), ('ALL_TRANSACTIONS', 'All Transactions'), ('CALENDAR', 'Calendar')], default='MONTHLY_OVERVIEW', max_length=255, verbose_name='Start page'),
),
]

View File

@@ -26,7 +26,8 @@ class UserSettings(models.Model):
MONTHLY = "MONTHLY_OVERVIEW", _("Monthly")
YEARLY_CURRENCY = "YEARLY_OVERVIEW_CURRENCY", _("Yearly by currency")
YEARLY_ACCOUNT = "YEARLY_OVERVIEW_ACCOUNT", _("Yearly by account")
NETWORTH = "NETWORTH", _("Net Worth")
NETWORTH_CURRENT = "NETWORTH_CURRENT", _("Current Net Worth")
NETWORTH_PROJECTED = "NETWORTH_PROJECTED", _("Projected Net Worth")
ALL_TRANSACTIONS = "ALL_TRANSACTIONS", _("All Transactions")
CALENDAR = "CALENDAR", _("Calendar")

View File

@@ -26,10 +26,14 @@ def logout_view(request):
def index(request):
if request.user.settings.start_page == UserSettings.StartPage.MONTHLY:
return redirect(reverse("monthly_index"))
elif request.user.settings.start_page == UserSettings.StartPage.YEARLY:
return redirect(reverse("yearly_index"))
elif request.user.settings.start_page == UserSettings.StartPage.NETWORTH:
return redirect(reverse("net_worth"))
elif request.user.settings.start_page == UserSettings.StartPage.YEARLY_ACCOUNT:
return redirect(reverse("yearly_index_account"))
elif request.user.settings.start_page == UserSettings.StartPage.YEARLY_CURRENCY:
return redirect(reverse("yearly_index_currency"))
elif request.user.settings.start_page == UserSettings.StartPage.NETWORTH_CURRENT:
return redirect(reverse("net_worth_current"))
elif request.user.settings.start_page == UserSettings.StartPage.NETWORTH_PROJECTED:
return redirect(reverse("net_worth_projected"))
elif request.user.settings.start_page == UserSettings.StartPage.ALL_TRANSACTIONS:
return redirect(reverse("transactions_all_index"))
elif request.user.settings.start_page == UserSettings.StartPage.CALENDAR:

View File

@@ -89,7 +89,6 @@ def yearly_overview_by_currency(request, year: int):
"year": year,
"totals": data,
"percentages": percentages,
"single": True if currency else False,
},
)
@@ -159,6 +158,5 @@ def yearly_overview_by_account(request, year: int):
"year": year,
"totals": data,
"percentages": percentages,
"single": True if account else False,
},
)

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View File

@@ -44,53 +44,10 @@
</div>
{# Action buttons#}
<div class="col-12 col-xl-8">
<div class="d-grid gap-2 d-xl-flex justify-content-xl-end">
<button class="btn btn-sm btn-outline-success"
hx-get="{% url 'transaction_add' %}"
hx-target="#generic-offcanvas"
hx-trigger="click, add_income from:window"
hx-vals='{"year": {{ year }}, "month": {{ month }}, "type": "IN"}'>
<i class="fa-solid fa-arrow-right-to-bracket me-2"></i>
{% translate "Income" %}
</button>
<button class="btn btn-sm btn-outline-danger"
hx-get="{% url 'transaction_add' %}"
hx-target="#generic-offcanvas"
hx-trigger="click, add_expense from:window"
hx-vals='{"year": {{ year }}, "month": {{ month }}, "type": "EX"}'>
<i class="fa-solid fa-arrow-right-from-bracket me-2"></i>
{% translate "Expense" %}
</button>
<button class="btn btn-sm btn-outline-warning"
hx-get="{% url 'installment_plan_add' %}"
hx-trigger="click, installment from:window"
hx-target="#generic-offcanvas">
<i class="fa-solid fa-divide me-2"></i>
{% translate "Installment" %}
</button>
<button class="btn btn-sm btn-outline-warning"
hx-get="{% url 'recurring_transaction_add' %}"
hx-trigger="click, balance from:window"
hx-target="#generic-offcanvas">
<i class="fa-solid fa-repeat me-2"></i>
{% translate "Recurring" %}
</button>
<button class="btn btn-sm btn-outline-info"
hx-get="{% url 'transactions_transfer' %}"
hx-target="#generic-offcanvas"
hx-trigger="click, add_transfer from:window"
hx-vals='{"year": {{ year }}, "month": {{ month }}}'>
<i class="fa-solid fa-money-bill-transfer me-2"></i>
{% translate "Transfer" %}
</button>
<button class="btn btn-sm btn-outline-info"
hx-get="{% url 'account_reconciliation' %}"
hx-trigger="click, balance from:window"
hx-target="#generic-offcanvas">
<i class="fa-solid fa-scale-balanced me-2"></i>
{% translate "Balance" %}
</button>
</div>
<c-ui.quick-transactions-buttons
:year="year"
:month="month"
></c-ui.quick-transactions-buttons>
</div>
</div>
<div class="row">

View File

@@ -1,83 +1,96 @@
{% load markdown %}
{% load i18n %}
<div class="transaction d-flex my-1 {% if transaction.type == "EX" %}expense{% else %}income{% endif %}">
{% if not disable_selection %}
<label class="px-3 d-flex align-items-center justify-content-center">
<input class="form-check-input" type="checkbox" name="transactions" value="{{ transaction.id }}" id="check-{{ transaction.id }}" aria-label="{% translate 'Select' %}" hx-preserve>
</label>
<label class="px-3 d-flex align-items-center justify-content-center">
<input class="form-check-input" type="checkbox" name="transactions" value="{{ transaction.id }}"
id="check-{{ transaction.id }}" aria-label="{% translate 'Select' %}" hx-preserve>
</label>
{% endif %}
<div class="tw-border-s-6 tw-border-e-0 tw-border-t-0 tw-border-b-0 border-bottom
hover:tw-bg-zinc-900 p-2 {% if transaction.account.is_asset %}tw-border-dashed{% else %}tw-border-solid{% endif %}
{% if transaction.type == "EX" %}tw-border-red-500{% else %}tw-border-green-500{% endif %} tw-relative
w-100 transaction-item"
_="on mouseover remove .tw-invisible from the first .transaction-actions in me end
_="on mouseover remove .tw-invisible from the first .transaction-actions in me end
on mouseout add .tw-invisible to the first .transaction-actions in me end">
<div class="row font-monospace tw-text-sm align-items-center">
<div class="col-lg-1 col-12 d-flex align-items-center tw-text-2xl lg:tw-text-xl text-lg-center text-center">
<a class="text-decoration-none my-lg-3 mx-lg-3 mx-2 my-2 tw-text-gray-500"
role="button"
hx-get="{% url 'transaction_pay' transaction_id=transaction.id %}"
hx-target="closest .transaction"
hx-swap="outerHTML">
<div class="col-lg-1 col-12 d-flex align-items-center tw-text-2xl lg:tw-text-xl text-lg-center text-center">
{% if not transaction.deleted %}
<a class="text-decoration-none my-lg-3 mx-lg-3 mx-2 my-2 tw-text-gray-500"
title="{% if transaction.is_paid %}{% trans 'Paid' %}{% else %}{% trans 'Projected' %}{% endif %}"
role="button"
hx-get="{% url 'transaction_pay' transaction_id=transaction.id %}"
hx-target="closest .transaction"
hx-swap="outerHTML">
{% if transaction.is_paid %}<i class="fa-regular fa-circle-check"></i>{% else %}<i
class="fa-regular fa-circle"></i>{% endif %}
</a>
</div>
<div class="col-lg-8 col-12">
{# Date#}
<div class="row mb-2 mb-lg-1 tw-text-gray-400">
</a>
{% else %}
<div class="text-decoration-none my-lg-3 mx-lg-3 mx-2 my-2 tw-text-gray-500"
title="{% if transaction.is_paid %}{% trans 'Paid' %}{% else %}{% trans 'Projected' %}{% endif %}">
{% if transaction.is_paid %}<i class="fa-regular fa-circle-check"></i>{% else %}<i
class="fa-regular fa-circle"></i>{% endif %}
</div>
{% endif %}
</div>
<div class="col-lg-8 col-12">
{# Date#}
<div class="row mb-2 mb-lg-1 tw-text-gray-400">
<div class="col-auto pe-1"><i class="fa-solid fa-calendar fa-fw me-1 fa-xs"></i></div>
<div class="col ps-0">{{ transaction.date|date:"SHORT_DATE_FORMAT" }} • {{ transaction.reference_date|date:"b/Y" }}</div>
<div
class="col ps-0">{{ transaction.date|date:"SHORT_DATE_FORMAT" }} • {{ transaction.reference_date|date:"b/Y" }}</div>
</div>
{# Description#}
<div class="mb-2 mb-lg-1 text-white tw-text-base">
{% spaceless %}
<span>{{ transaction.description }}</span>
{% if transaction.installment_plan and transaction.installment_id %}
<span
class="badge text-bg-secondary ms-2">{{ transaction.installment_id }}/{{ transaction.installment_plan.installment_total_number }}</span>
{% endif %}
{% if transaction.recurring_transaction %}
<span class="text-primary tw-text-xs ms-2"><i class="fa-solid fa-arrows-rotate fa-fw"></i></span>
{% endif %}
{% endspaceless %}
</div>
<div class="tw-text-gray-400 tw-text-sm">
{# Entities #}
{% with transaction.entities.all as entities %}
{% if entities %}
<div class="row mb-2 mb-lg-1 tw-text-gray-400">
<div class="col-auto pe-1"><i class="fa-solid fa-user-group fa-fw me-1 fa-xs"></i></div>
<div class="col ps-0">{{ entities|join:", " }}</div>
</div>
{% endif %}
{% endwith %}
{# Notes#}
{% if transaction.notes %}
<div class="row mb-2 mb-lg-1 tw-text-gray-400">
<div class="col-auto pe-1"><i class="fa-solid fa-align-left fa-fw me-1 fa-xs"></i></div>
<div class="col ps-0">{{ transaction.notes | limited_markdown | linebreaksbr }}</div>
</div>
{% endif %}
{# Category#}
{% if transaction.category %}
<div class="row mb-2 mb-lg-1 tw-text-gray-400">
<div class="col-auto pe-1"><i class="fa-solid fa-icons fa-fw me-1 fa-xs"></i></div>
<div class="col ps-0">{{ transaction.category.name }}</div>
</div>
{% endif %}
{# Tags#}
{% with transaction.tags.all as tags %}
{% if tags %}
<div class="row mb-2 mb-lg-1 tw-text-gray-400">
<div class="col-auto pe-1"><i class="fa-solid fa-hashtag fa-fw me-1 fa-xs"></i></div>
<div class="col ps-0">{{ tags|join:", " }}</div>
</div>
{% endif %}
{% endwith %}
</div>
</div>
{# Description#}
<div class="mb-2 mb-lg-1 text-white tw-text-base">
{% spaceless %}
<span>{{ transaction.description }}</span>
{% if transaction.installment_plan and transaction.installment_id %}
<span class="badge text-bg-secondary ms-2">{{ transaction.installment_id }}/{{ transaction.installment_plan.installment_total_number }}</span>
{% endif %}
{% if transaction.recurring_transaction %}
<span class="text-primary tw-text-xs ms-2"><i class="fa-solid fa-arrows-rotate fa-fw"></i></span>
{% endif %}
{% endspaceless %}
</div>
<div class="tw-text-gray-400 tw-text-sm">
{# Entities #}
{% with transaction.entities.all as entities %}
{% if entities %}
<div class="row mb-2 mb-lg-1 tw-text-gray-400">
<div class="col-auto pe-1"><i class="fa-solid fa-user-group fa-fw me-1 fa-xs"></i></div>
<div class="col ps-0">{{ entities|join:", " }}</div>
</div>
{% endif %}
{% endwith %}
{# Notes#}
{% if transaction.notes %}
<div class="row mb-2 mb-lg-1 tw-text-gray-400">
<div class="col-auto pe-1"><i class="fa-solid fa-align-left fa-fw me-1 fa-xs"></i></div>
<div class="col ps-0">{{ transaction.notes | linebreaksbr }}</div>
</div>
{% endif %}
{# Category#}
{% if transaction.category %}
<div class="row mb-2 mb-lg-1 tw-text-gray-400">
<div class="col-auto pe-1"><i class="fa-solid fa-icons fa-fw me-1 fa-xs"></i></div>
<div class="col ps-0">{{ transaction.category.name }}</div>
</div>
{% endif %}
{# Tags#}
{% with transaction.tags.all as tags %}
{% if tags %}
<div class="row mb-2 mb-lg-1 tw-text-gray-400">
<div class="col-auto pe-1"><i class="fa-solid fa-hashtag fa-fw me-1 fa-xs"></i></div>
<div class="col ps-0">{{ tags|join:", " }}</div>
</div>
{% endif %}
{% endwith %}
</div>
</div>
<div class="col-lg-3 col-12 text-lg-end align-self-end">
<div class="col-lg-3 col-12 text-lg-end align-self-end">
<div class="main-amount mb-2 mb-lg-0">
<c-amount.display
<c-amount.display
:amount="transaction.amount"
:prefix="transaction.account.currency.prefix"
:suffix="transaction.account.currency.suffix"
@@ -86,53 +99,77 @@
</div>
{# Exchange Rate#}
{% with exchanged=transaction.exchanged_amount %}
{% if exchanged %}
<div class="exchanged-amount mb-2 mb-lg-0">
<c-amount.display
:amount="exchanged.amount"
:prefix="exchanged.prefix"
:suffix="exchanged.suffix"
:decimal_places="exchanged.decimal_places"
color="grey"></c-amount.display>
</div>
{% endif %}
{% if exchanged %}
<div class="exchanged-amount mb-2 mb-lg-0">
<c-amount.display
:amount="exchanged.amount"
:prefix="exchanged.prefix"
:suffix="exchanged.suffix"
:decimal_places="exchanged.decimal_places"
color="grey"></c-amount.display>
</div>
{% endif %}
{% endwith %}
<div>{% if transaction.account.group %}{{ transaction.account.group.name }} • {% endif %}{{ transaction.account.name }}</div>
</div>
<div>
{# Item actions#}
<div class="transaction-actions !tw-absolute tw-left-1/2 tw-top-0 tw--translate-x-1/2 tw--translate-y-1/2 tw-invisible d-flex flex-row card">
<div class="card-body p-1 shadow-lg">
<a class="btn btn-secondary btn-sm transaction-action"
role="button"
data-bs-toggle="tooltip"
data-bs-title="{% translate "Edit" %}"
hx-get="{% url 'transaction_edit' transaction_id=transaction.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 transaction-action"
role="button"
data-bs-toggle="tooltip"
data-bs-title="{% translate "Duplicate" %}"
hx-get="{% url 'transaction_clone' transaction_id=transaction.id %}"
_="on click if event.ctrlKey set @hx-get to `{% url 'transaction_clone' transaction_id=transaction.id %}?edit=true` then call htmx.process(me) end then trigger ready"
hx-trigger="ready" >
<i class="fa-solid fa-clone fa-fw"></i></a>
<a class="btn btn-secondary btn-sm transaction-action"
role="button"
data-bs-toggle="tooltip"
data-bs-title="{% translate "Delete" %}"
hx-delete="{% url 'transaction_delete' transaction_id=transaction.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 text-danger"></i>
</a>
<div>
{% if transaction.account.group %}{{ transaction.account.group.name }} • {% endif %}{{ transaction.account.name }}
</div>
</div>
<div>
{# Item actions#}
<div
class="transaction-actions !tw-absolute tw-left-1/2 tw-top-0 tw--translate-x-1/2 tw--translate-y-1/2 tw-invisible d-flex flex-row card">
<div class="card-body p-1 shadow-lg">
{% if not transaction.deleted %}
<a class="btn btn-secondary btn-sm transaction-action"
role="button"
data-bs-toggle="tooltip"
data-bs-title="{% translate "Edit" %}"
hx-get="{% url 'transaction_edit' transaction_id=transaction.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 transaction-action"
role="button"
data-bs-toggle="tooltip"
data-bs-title="{% translate "Duplicate" %}"
hx-get="{% url 'transaction_clone' transaction_id=transaction.id %}"
_="on click if event.ctrlKey set @hx-get to `{% url 'transaction_clone' transaction_id=transaction.id %}?edit=true` then call htmx.process(me) end then trigger ready"
hx-trigger="ready">
<i class="fa-solid fa-clone fa-fw"></i></a>
<a class="btn btn-secondary btn-sm transaction-action"
role="button"
data-bs-toggle="tooltip"
data-bs-title="{% translate "Delete" %}"
hx-delete="{% url 'transaction_delete' transaction_id=transaction.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 text-danger"></i>
</a>
{% else %}
<a class="btn btn-secondary btn-sm transaction-action"
role="button"
data-bs-toggle="tooltip"
data-bs-title="{% translate "Restore" %}"
hx-get="{% url 'transaction_undelete' transaction_id=transaction.id %}"><i
class="fa-solid fa-trash-arrow-up"></i></a>
<a class="btn btn-secondary btn-sm transaction-action"
role="button"
data-bs-toggle="tooltip"
data-bs-title="{% translate "Delete" %}"
hx-delete="{% url 'transaction_delete' transaction_id=transaction.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 text-danger"></i>
</a>
{% endif %}
</div>
</div>
</div>
</div>
</div>
</div>
</div>

View File

@@ -0,0 +1,184 @@
{% load tools %}
{% load i18n %}
<div class="col card shadow">
<div class="card-body">
{% if account.account.group %}
<div class="tw-text-sm mb-2">
<span class="badge text-bg-primary ">{{ account.account.group }}</span>
</div>
{% endif %}
<h5 class="card-title">
{{ account.account.name }}
</h5>
<div class="d-flex justify-content-between align-items-baseline mt-2">
<div class="text-end font-monospace">
<div class="tw-text-gray-400">{% translate 'projected income' %}</div>
</div>
<div class="dotted-line flex-grow-1"></div>
<div class="text-end font-monospace tw-text-green-400">
<c-amount.display
:amount="account.income_projected"
:prefix="account.currency.prefix"
:suffix="account.currency.suffix"
:decimal_places="account.currency.decimal_places"></c-amount.display>
</div>
</div>
{% if account.exchanged and account.exchanged.income_projected %}
<div class="text-end font-monospace tw-text-gray-500">
<c-amount.display
:amount="account.exchanged.currency.income_projected"
:prefix="account.exchanged.currency.prefix"
:suffix="account.exchanged.currency.suffix"
:decimal_places="account.exchanged.currency.decimal_places"></c-amount.display>
</div>
{% endif %}
<div class="d-flex justify-content-between align-items-baseline mt-2">
<div class="text-end font-monospace">
<div class="tw-text-gray-400">{% translate 'projected expenses' %}</div>
</div>
<div class="dotted-line flex-grow-1"></div>
<div>
<div class="text-end font-monospace tw-text-red-400">
<c-amount.display
:amount="account.expense_projected"
:prefix="account.currency.prefix"
:suffix="account.currency.suffix"
:decimal_places="account.currency.decimal_places"></c-amount.display>
</div>
</div>
</div>
{% if account.exchanged and account.exchanged.expense_projected %}
<div class="text-end font-monospace tw-text-gray-500">
<c-amount.display
:amount="account.exchanged.expense_projected"
:prefix="account.exchanged.currency.prefix"
:suffix="account.exchanged.currency.suffix"
:decimal_places="account.exchanged.currency.decimal_places"></c-amount.display>
</div>
{% endif %}
<div class="d-flex justify-content-between align-items-baseline mt-2">
<div class="text-end font-monospace">
<div class="tw-text-gray-400">{% translate 'projected total' %}</div>
</div>
<div class="dotted-line flex-grow-1"></div>
<div
class="text-end font-monospace">
<c-amount.display
:amount="account.total_projected"
:prefix="account.currency.prefix"
:suffix="account.currency.suffix"
:decimal_places="account.currency.decimal_places"
color="{% if account.total_projected > 0 %}green{% elif account.total_projected < 0 %}red{% endif %}"></c-amount.display>
</div>
</div>
{% if account.exchanged.total_projected and account.exchanged.total_projected %}
<div class="text-end font-monospace tw-text-gray-500">
<c-amount.display
:amount="account.exchanged.total_projected"
:prefix="account.exchanged.currency.prefix"
:suffix="account.exchanged.currency.suffix"
:decimal_places="account.exchanged.currency.decimal_places"></c-amount.display>
</div>
{% endif %}
<hr class="my-3">
<div class="d-flex justify-content-between align-items-baseline mt-2">
<div class="text-end font-monospace">
<div class="tw-text-gray-400">{% translate 'current income' %}</div>
</div>
<div class="dotted-line flex-grow-1"></div>
<div class="text-end font-monospace tw-text-green-400">
<c-amount.display
:amount="account.income_current"
:prefix="account.currency.prefix"
:suffix="account.currency.suffix"
:decimal_places="account.currency.decimal_places"></c-amount.display>
</div>
</div>
{% if account.exchanged and account.exchanged.income_current %}
<div class="text-end font-monospace tw-text-gray-500">
<c-amount.display
:amount="account.exchanged.income_current"
:prefix="account.exchanged.currency.prefix"
:suffix="account.exchanged.currency.suffix"
:decimal_places="account.exchanged.currency.decimal_places"></c-amount.display>
</div>
{% endif %}
<div class="d-flex justify-content-between align-items-baseline mt-2">
<div class="text-end font-monospace">
<div class="tw-text-gray-400">{% translate 'current expenses' %}</div>
</div>
<div class="dotted-line flex-grow-1"></div>
<div class="text-end font-monospace tw-text-red-400">
<c-amount.display
:amount="account.expense_current"
:prefix="account.currency.prefix"
:suffix="account.currency.suffix"
:decimal_places="account.currency.decimal_places"></c-amount.display>
</div>
</div>
{% if account.exchanged and account.exchanged.expense_current %}
<div class="text-end font-monospace tw-text-gray-500">
<c-amount.display
:amount="account.exchanged.expense_current"
:prefix="account.exchanged.currency.prefix"
:suffix="account.exchanged.currency.suffix"
:decimal_places="account.exchanged.currency.decimal_places"></c-amount.display>
</div>
{% endif %}
<div class="d-flex justify-content-between align-items-baseline mt-2">
<div class="text-end font-monospace">
<div class="tw-text-gray-400">{% translate 'current total' %}</div>
</div>
<div class="dotted-line flex-grow-1"></div>
<div
class="text-end font-monospace">
<c-amount.display
:amount="account.total_current"
:prefix="account.currency.prefix"
:suffix="account.currency.suffix"
:decimal_places="account.currency.decimal_places"
color="{% if account.total_current > 0 %}green{% elif account.total_current < 0 %}red{% endif %}"></c-amount.display>
</div>
</div>
{% if account.exchanged and account.exchanged.total_current %}
<div class="text-end font-monospace tw-text-gray-500">
<c-amount.display
:amount="account.exchanged.total_current"
:prefix="account.exchanged.currency.prefix"
:suffix="account.exchanged.currency.suffix"
:decimal_places="account.exchanged.currency.decimal_places"></c-amount.display>
</div>
{% endif %}
<div>
<hr class="my-3">
<div class="d-flex justify-content-between align-items-baseline mt-2">
<div class="text-end font-monospace">
<div class="tw-text-gray-400">{% translate 'final total' %}</div>
</div>
<div class="dotted-line flex-grow-1"></div>
<div class="text-end font-monospace">
<c-amount.display
:amount="account.total_final"
:prefix="account.currency.prefix"
:suffix="account.currency.suffix"
:decimal_places="account.currency.decimal_places"
color="{% if account.total_final > 0 %}green{% elif account.total_final < 0 %}red{% endif %}"></c-amount.display>
</div>
</div>
{% if account.exchanged and account.exchanged.total_final %}
<div class="text-end font-monospace tw-text-gray-500">
<c-amount.display
:amount="account.exchanged.total_final"
:prefix="account.exchanged.currency.prefix"
:suffix="account.exchanged.currency.suffix"
:decimal_places="account.exchanged.currency.decimal_places"></c-amount.display>
</div>
{% endif %}
</div>
{% with p=percentages|get_dict_item:account_id %}
<div class="my-3">
<c-ui.percentage-distribution :percentage="p"></c-ui.percentage-distribution>
</div>
{% endwith %}
</div>
</div>

View File

@@ -0,0 +1,182 @@
{% load tools %}
{% load i18n %}
<div class="col card shadow">
<div class="card-body">
<div class="tw-text-sm mb-2">
<span class="badge text-bg-primary">{{ currency.currency.code }}</span>
</div>
<h5 class="card-title">
{{ currency.currency.name }}
</h5>
<div class="d-flex justify-content-between align-items-baseline mt-2">
<div class="text-end font-monospace">
<div class="tw-text-gray-400">{% translate 'projected income' %}</div>
</div>
<div class="dotted-line flex-grow-1"></div>
<div class="text-end font-monospace tw-text-green-400">
<c-amount.display
:amount="currency.income_projected"
:prefix="currency.currency.prefix"
:suffix="currency.currency.suffix"
:decimal_places="currency.currency.decimal_places"></c-amount.display>
</div>
</div>
{% if currency.exchanged and currency.exchanged.income_projected %}
<div class="text-end font-monospace tw-text-gray-500">
<c-amount.display
:amount="currency.exchanged.currency.income_projected"
:prefix="currency.exchanged.currency.prefix"
:suffix="currency.exchanged.currency.suffix"
:decimal_places="currency.exchanged.currency.decimal_places"></c-amount.display>
</div>
{% endif %}
<div class="d-flex justify-content-between align-items-baseline mt-2">
<div class="text-end font-monospace">
<div class="tw-text-gray-400">{% translate 'projected expenses' %}</div>
</div>
<div class="dotted-line flex-grow-1"></div>
<div>
<div class="text-end font-monospace tw-text-red-400">
<c-amount.display
:amount="currency.expense_projected"
:prefix="currency.currency.prefix"
:suffix="currency.currency.suffix"
:decimal_places="currency.currency.decimal_places"></c-amount.display>
</div>
</div>
</div>
{% if currency.exchanged and currency.exchanged.expense_projected %}
<div class="text-end font-monospace tw-text-gray-500">
<c-amount.display
:amount="currency.exchanged.expense_projected"
:prefix="currency.exchanged.currency.prefix"
:suffix="currency.exchanged.currency.suffix"
:decimal_places="currency.exchanged.currency.decimal_places"></c-amount.display>
</div>
{% endif %}
<div class="d-flex justify-content-between align-items-baseline mt-2">
<div class="text-end font-monospace">
<div class="tw-text-gray-400">{% translate 'projected total' %}</div>
</div>
<div class="dotted-line flex-grow-1"></div>
<div
class="text-end font-monospace">
<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_projected > 0 %}green{% elif currency.total_projected < 0 %}red{% endif %}"></c-amount.display>
</div>
</div>
{% if currency.exchanged.total_projected and currency.exchanged.total_projected %}
<div class="text-end font-monospace tw-text-gray-500">
<c-amount.display
:amount="currency.exchanged.total_projected"
:prefix="currency.exchanged.currency.prefix"
:suffix="currency.exchanged.currency.suffix"
:decimal_places="currency.exchanged.currency.decimal_places"></c-amount.display>
</div>
{% endif %}
<hr class="my-3">
<div class="d-flex justify-content-between align-items-baseline mt-2">
<div class="text-end font-monospace">
<div class="tw-text-gray-400">{% translate 'current income' %}</div>
</div>
<div class="dotted-line flex-grow-1"></div>
<div class="text-end font-monospace tw-text-green-400">
<c-amount.display
:amount="currency.income_current"
:prefix="currency.currency.prefix"
:suffix="currency.currency.suffix"
:decimal_places="currency.currency.decimal_places"></c-amount.display>
</div>
</div>
{% if currency.exchanged and currency.exchanged.income_current %}
<div class="text-end font-monospace tw-text-gray-500">
<c-amount.display
:amount="currency.exchanged.income_current"
:prefix="currency.exchanged.currency.prefix"
:suffix="currency.exchanged.currency.suffix"
:decimal_places="currency.exchanged.currency.decimal_places"></c-amount.display>
</div>
{% endif %}
<div class="d-flex justify-content-between align-items-baseline mt-2">
<div class="text-end font-monospace">
<div class="tw-text-gray-400">{% translate 'current expenses' %}</div>
</div>
<div class="dotted-line flex-grow-1"></div>
<div class="text-end font-monospace tw-text-red-400">
<c-amount.display
:amount="currency.expense_current"
:prefix="currency.currency.prefix"
:suffix="currency.currency.suffix"
:decimal_places="currency.currency.decimal_places"></c-amount.display>
</div>
</div>
{% if currency.exchanged and currency.exchanged.expense_current %}
<div class="text-end font-monospace tw-text-gray-500">
<c-amount.display
:amount="currency.exchanged.expense_current"
:prefix="currency.exchanged.currency.prefix"
:suffix="currency.exchanged.currency.suffix"
:decimal_places="currency.exchanged.currency.decimal_places"></c-amount.display>
</div>
{% endif %}
<div class="d-flex justify-content-between align-items-baseline mt-2">
<div class="text-end font-monospace">
<div class="tw-text-gray-400">{% translate 'current total' %}</div>
</div>
<div class="dotted-line flex-grow-1"></div>
<div
class="text-end font-monospace">
<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_current > 0 %}green{% elif currency.total_current < 0 %}red{% endif %}"></c-amount.display>
</div>
</div>
{% if currency.exchanged and currency.exchanged.total_current %}
<div class="text-end font-monospace tw-text-gray-500">
<c-amount.display
:amount="currency.exchanged.total_current"
:prefix="currency.exchanged.currency.prefix"
:suffix="currency.exchanged.currency.suffix"
:decimal_places="currency.exchanged.currency.decimal_places"></c-amount.display>
</div>
{% endif %}
<div>
<hr class="my-3">
<div class="d-flex justify-content-between align-items-baseline mt-2">
<div class="text-end font-monospace">
<div class="tw-text-gray-400">{% translate 'final total' %}</div>
</div>
<div class="dotted-line flex-grow-1"></div>
<div class="text-end font-monospace">
<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 %}green{% elif currency.total_final < 0 %}red{% endif %}"></c-amount.display>
</div>
</div>
{% if currency.exchanged and currency.exchanged.total_final %}
<div class="text-end font-monospace tw-text-gray-500">
<c-amount.display
:amount="currency.exchanged.total_final"
:prefix="currency.exchanged.currency.prefix"
:suffix="currency.exchanged.currency.suffix"
:decimal_places="currency.exchanged.currency.decimal_places"></c-amount.display>
</div>
{% endif %}
</div>
{% with p=percentages|get_dict_item:currency_id %}
<div class="my-3">
<c-ui.percentage-distribution :percentage="p"></c-ui.percentage-distribution>
</div>
{% endwith %}
</div>
</div>

View File

@@ -0,0 +1,243 @@
{% load i18n %}
<div class="tw-sticky tw-bottom-4 tw-left-0 tw-right-0 tw-z-50 tw-hidden mx-auto tw-w-fit" id="actions-bar"
_="on change from #transactions-list or htmx:afterSettle from window
if #actions-bar then
if no <input[type='checkbox']:checked/> in #transactions-list
if #actions-bar
add .slide-in-bottom-reverse then settle
then add .tw-hidden to #actions-bar
then remove .slide-in-bottom-reverse
end
else
if #actions-bar
remove .tw-hidden from #actions-bar
then trigger selected_transactions_updated
end
end
end
end">
<div class="card slide-in-bottom">
<div class="card-body p-2 d-flex justify-content-between align-items-center gap-3">
{% spaceless %}
<div class="dropdown">
<button class="btn btn-secondary btn-sm dropdown-toggle" type="button" data-bs-toggle="dropdown"
aria-expanded="false">
<i class="fa-regular fa-square-check fa-fw"></i>
</button>
<ul class="dropdown-menu">
<li>
<div class="dropdown-item px-3 tw-cursor-pointer"
_="on click set <#transactions-list input[type='checkbox']/>'s checked to true then call me.blur() then trigger change">
<i class="fa-regular fa-square-check tw-text-green-400 me-3"></i>{% translate 'Select All' %}
</div>
</li>
<li>
<div class="dropdown-item px-3 tw-cursor-pointer"
_="on click set <#transactions-list input[type='checkbox']/>'s checked to false then call me.blur() then trigger change">
<i class="fa-regular fa-square tw-text-red-400 me-3"></i>{% translate 'Unselect All' %}
</div>
</li>
</ul>
</div>
<div class="vr tw-align-middle"></div>
<button class="btn btn-secondary btn-sm"
hx-get="{% url 'transactions_bulk_undelete' %}"
hx-include=".transaction"
data-bs-toggle="tooltip"
data-bs-title="{% translate 'Restore' %}">
<i class="fa-solid fa-trash-arrow-up fa-fw"></i>
</button>
<button class="btn btn-secondary btn-sm"
hx-get="{% url 'transactions_bulk_delete' %}"
hx-include=".transaction"
hx-trigger="confirmed"
data-bs-toggle="tooltip"
data-bs-title="{% translate 'Delete' %}"
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 them!" %}"
_="install prompt_swal">
<i class="fa-solid fa-trash text-danger"></i>
</button>
<div class="vr tw-align-middle"></div>
<div class="btn-group"
_="on selected_transactions_updated from #actions-bar
set realTotal to math.bignumber(0)
set flatTotal to math.bignumber(0)
set transactions to <.transaction:has(input[name='transactions']:checked)/>
set flatAmountValues to []
set realAmountValues to []
for transaction in transactions
set amt to first <.main-amount .amount/> in transaction
set amountValue to parseFloat(amt.getAttribute('data-amount'))
append amountValue to flatAmountValues
if not isNaN(amountValue)
set flatTotal to math.chain(flatTotal).add(amountValue)
if transaction match .income
append amountValue to realAmountValues
set realTotal to math.chain(realTotal).add(amountValue)
else
append -amountValue to realAmountValues
set realTotal to math.chain(realTotal).subtract(amountValue)
end
end
end
set mean to flatTotal.divide(flatAmountValues.length).done().toNumber()
set realTotal to realTotal.done().toNumber()
set flatTotal to flatTotal.done().toNumber()
put realTotal.toLocaleString(undefined, {minimumFractionDigits: 0, maximumFractionDigits: 40}) into #real-total-front's innerText
put realTotal.toLocaleString(undefined, {minimumFractionDigits: 0, maximumFractionDigits: 40}) into #calc-menu-real-total's innerText
put flatTotal.toLocaleString(undefined, {minimumFractionDigits: 0, maximumFractionDigits: 40}) into #calc-menu-flat-total's innerText
put Math.max.apply(Math, realAmountValues).toLocaleString(undefined, {minimumFractionDigits: 0, maximumFractionDigits: 40}) into #calc-menu-max's innerText
put Math.min.apply(Math, realAmountValues).toLocaleString(undefined, {minimumFractionDigits: 0, maximumFractionDigits: 40}) into #calc-menu-min's innerText
put mean.toLocaleString(undefined, {minimumFractionDigits: 0, maximumFractionDigits: 40}) into #calc-menu-mean's innerText
put flatAmountValues.length.toLocaleString(undefined, {minimumFractionDigits: 0, maximumFractionDigits: 40}) into #calc-menu-count's innerText
end">
<button class="btn btn-secondary btn-sm" _="on click
set original_value to #real-total-front's innerText
writeText(original_value) on navigator.clipboard
put '{% translate "copied!" %}' into #real-total-front's innerText
wait 1s
put original_value into #real-total-front's innerText
end">
<i class="fa-solid fa-plus fa-fw me-md-2 text-primary"></i>
<span class="d-none d-md-inline-block" id="real-total-front">0</span>
</button>
<button type="button" class="btn btn-sm btn-secondary dropdown-toggle dropdown-toggle-split"
data-bs-toggle="dropdown" aria-expanded="false" data-bs-auto-close="outside">
<span class="visually-hidden">{% trans "Toggle Dropdown" %}</span>
</button>
<ul class="dropdown-menu">
<li>
<div class="dropdown-item-text p-0">
<div>
<div class="text-body-secondary tw-text-xs tw-font-medium px-3">
{% trans "Flat Total" %}
</div>
<div class="dropdown-item px-3 tw-cursor-pointer"
id="calc-menu-flat-total"
_="on click
set original_value to my innerText
writeText(my innerText) on navigator.clipboard
put '{% translate "copied!" %}' into me
wait 1s
put original_value into me
end">
0
</div>
</div>
</div>
</li>
<li>
<div class="dropdown-item-text p-0">
<div>
<div class="text-body-secondary tw-text-xs tw-font-medium px-3">
{% trans "Real Total" %}
</div>
<div class="dropdown-item px-3 tw-cursor-pointer"
id="calc-menu-real-total"
_="on click
set original_value to my innerText
writeText(my innerText) on navigator.clipboard
put '{% translate "copied!" %}' into me
wait 1s
put original_value into me
end">
0
</div>
</div>
</div>
</li>
<li>
<div class="dropdown-item-text p-0">
<div>
<div class="text-body-secondary tw-text-xs tw-font-medium px-3">
{% trans "Mean" %}
</div>
<div class="dropdown-item px-3 tw-cursor-pointer"
id="calc-menu-mean"
_="on click
set original_value to my innerText
writeText(my innerText) on navigator.clipboard
put '{% translate "copied!" %}' into me
wait 1s
put original_value into me
end">
0
</div>
</div>
</div>
</li>
<li>
<div class="dropdown-item-text p-0">
<div>
<div class="text-body-secondary tw-text-xs tw-font-medium px-3">
{% trans "Max" %}
</div>
<div class="dropdown-item px-3 tw-cursor-pointer"
id="calc-menu-max"
_="on click
set original_value to my innerText
writeText(my innerText) on navigator.clipboard
put '{% translate "copied!" %}' into me
wait 1s
put original_value into me
end">
0
</div>
</div>
</div>
</li>
<li>
<div class="dropdown-item-text p-0">
<div>
<div class="text-body-secondary tw-text-xs tw-font-medium px-3">
{% trans "Min" %}
</div>
<div class="dropdown-item px-3 tw-cursor-pointer"
id="calc-menu-min"
_="on click
set original_value to my innerText
writeText(my innerText) on navigator.clipboard
put '{% translate "copied!" %}' into me
wait 1s
put original_value into me
end">
0
</div>
</div>
</div>
</li>
<li>
<div class="dropdown-item-text p-0">
<div>
<div class="text-body-secondary tw-text-xs tw-font-medium px-3">
{% trans "Count" %}
</div>
<div class="dropdown-item px-3 tw-cursor-pointer"
id="calc-menu-count"
_="on click
set original_value to my innerText
writeText(my innerText) on navigator.clipboard
put '{% translate "copied!" %}' into me
wait 1s
put original_value into me
end">
0
</div>
</div>
</div>
</li>
</ul>
</div>
{% endspaceless %}
</div>
</div>
</div>

View File

@@ -3,7 +3,7 @@
<i class="{{ icon }}"></i>
</div>
<div class="card-body">
<h5 class="tw-text-{{ color }}-400 fw-bold" {{ attrs }}>{{ title }}{% if help_text %}{% include 'includes/help_icon.html' with content=help_text %}{% endif %}</h5>
<h5 class="tw-text-{{ color }}-400 fw-bold tw-mr-[50px]" {{ attrs }}>{{ title }}{% if help_text %}{% include 'includes/help_icon.html' with content=help_text %}{% endif %}</h5>
{{ slot }}
</div>
</div>

View File

@@ -0,0 +1,50 @@
{% load i18n %}
<div class="d-grid gap-2 d-xl-flex justify-content-xl-end">
<div class="d-grid gap-2 d-xl-flex flex-wrap justify-content-xl-center">
<button class="btn btn-sm btn-outline-success"
hx-get="{% url 'transaction_add' %}"
hx-target="#generic-offcanvas"
hx-trigger="click, add_income from:window"
hx-vals='{"year": {{ year }}, {% if month %}"month": {{ month }},{% endif %} "type": "IN"}'>
<i class="fa-solid fa-arrow-right-to-bracket me-2"></i>
{% translate "Income" %}
</button>
<button class="btn btn-sm btn-outline-danger"
hx-get="{% url 'transaction_add' %}"
hx-target="#generic-offcanvas"
hx-trigger="click, add_expense from:window"
hx-vals='{"year": {{ year }}, {% if month %}"month": {{ month }},{% endif %} "type": "EX"}'>
<i class="fa-solid fa-arrow-right-from-bracket me-2"></i>
{% translate "Expense" %}
</button>
<button class="btn btn-sm btn-outline-warning"
hx-get="{% url 'installment_plan_add' %}"
hx-trigger="click, installment from:window"
hx-target="#generic-offcanvas">
<i class="fa-solid fa-divide me-2"></i>
{% translate "Installment" %}
</button>
<button class="btn btn-sm btn-outline-warning"
hx-get="{% url 'recurring_transaction_add' %}"
hx-trigger="click, balance from:window"
hx-target="#generic-offcanvas">
<i class="fa-solid fa-repeat me-2"></i>
{% translate "Recurring" %}
</button>
<button class="btn btn-sm btn-outline-info"
hx-get="{% url 'transactions_transfer' %}"
hx-target="#generic-offcanvas"
hx-trigger="click, add_transfer from:window"
hx-vals='{"year": {{ year }} {% if month %}, "month": {{ month }}{% endif %}}'>
<i class="fa-solid fa-money-bill-transfer me-2"></i>
{% translate "Transfer" %}
</button>
<button class="btn btn-sm btn-outline-info"
hx-get="{% url 'account_reconciliation' %}"
hx-trigger="click, balance from:window"
hx-target="#generic-offcanvas">
<i class="fa-solid fa-scale-balanced me-2"></i>
{% translate "Balance" %}
</button>
</div>
</div>

View File

@@ -1,16 +1,18 @@
{% load i18n %}
<div class="tw-sticky tw-bottom-4 tw-left-0 tw-right-0 tw-z-50 tw-hidden mx-auto tw-w-fit" id="actions-bar"
_="on change from #transactions-list or htmx:afterSettle from window
if no <input[type='checkbox']:checked/> in #transactions-list
if #actions-bar
add .slide-in-bottom-reverse then settle
then add .tw-hidden to #actions-bar
then remove .slide-in-bottom-reverse
end
else
if #actions-bar
remove .tw-hidden from #actions-bar
then trigger selected_transactions_updated
if #actions-bar then
if no <input[type='checkbox']:checked/> in #transactions-list
if #actions-bar
add .slide-in-bottom-reverse then settle
then add .tw-hidden to #actions-bar
then remove .slide-in-bottom-reverse
end
else
if #actions-bar
remove .tw-hidden from #actions-bar
then trigger selected_transactions_updated
end
end
end
end">

View File

@@ -1,3 +1,4 @@
{% load settings %}
{% load static %}
{% load i18n %}
{% load active_link %}
@@ -56,7 +57,13 @@
<li><a class="dropdown-item {% active_link views='transactions_all_index' %}"
href="{% url 'transactions_all_index' %}">{% translate 'All' %}</a></li>
<li>
<hr class="dropdown-divider">
{% settings "ENABLE_SOFT_DELETE" as enable_soft_delete %}
{% if enable_soft_delete %}
<li><a class="dropdown-item {% active_link views='transactions_trash_index' %}"
href="{% url 'transactions_trash_index' %}">{% translate 'Trash Can' %}</a></li>
<li>
{% endif %}
<hr class="dropdown-divider">
</li>
<li><a class="dropdown-item {% active_link views='installment_plans_index' %}"
href="{% url 'installment_plans_index' %}">{% translate 'Installment Plans' %}</a></li>

View File

@@ -1,3 +1,4 @@
{% load settings %}
{% load i18n %}
<div class="dropdown">
<a class="tw-text-2xl" type="button" data-bs-toggle="dropdown" aria-expanded="false">
@@ -40,5 +41,7 @@
</li>
<li><a class="dropdown-item" href="{% url 'logout' %}"><i class="fa-solid fa-door-open me-2 fa-fw"></i
>{% translate 'Logout' %}</a></li>
<li><hr class="dropdown-divider"></li>
<li><a class="dropdown-item" href="https://github.com/eitchtee/WYGIWYH/releases" target="_blank" rel="nofollow">v. {% settings "APP_VERSION" %}</a></li>
</ul>
</div>

View File

@@ -0,0 +1,17 @@
{% load tools %}
{% load i18n %}
{% load currency_display %}
<div class="row row-cols-1 g-4 mt-1 mb-3">
{% for account_id, account in account_data.items %}
<div class="col">
<c-ui.account_card :account="account" :account_id="account_id"
:percentages="account_percentages"></c-ui.account_card>
</div>
{% empty %}
<div class="col">
<c-msg.empty
title="{% translate "No information to display" %}"></c-msg.empty>
{% endfor %}
</div>
</div>

View File

@@ -0,0 +1,16 @@
{% load tools %}
{% load i18n %}
{% load currency_display %}
<div class="row row-cols-1 g-4 mt-1 mb-3">
{% for currency_id, currency in currency_data.items %}
<div class="col">
<c-ui.currency_card :currency="currency" :currency_id="currency_id"
:percentages="currency_percentages"></c-ui.currency_card>
</div>
{% empty %}
<div class="col">
<c-msg.empty
title="{% translate "No information to display" %}"></c-msg.empty>
</div>
{% endfor %}
</div>

View File

@@ -1,6 +1,6 @@
{% load i18n %}
{% load currency_display %}
<div class="row row-cols-1 g-4 mb-3">
<div class="row row-cols-1 g-4 mt-1 mb-3">
{# Daily Spending#}
<div class="col">
<c-ui.info-card color="yellow" icon="fa-solid fa-calendar-day" title="{% trans 'Daily Spending Allowance' %}" help_text={% trans "This is the final total divided by the remaining days in the month" %}>
@@ -252,6 +252,7 @@
</div>
</c-ui.info-card>
</div>
{% if percentages %}
<div class="col">
<c-ui.info-card color="yellow" icon="fa-solid fa-percent" title="{% trans 'Distribution' %}">
{% for p in percentages.values %}
@@ -260,4 +261,5 @@
{% endfor %}
</c-ui.info-card>
</div>
{% endif %}
</div>

View File

@@ -13,132 +13,172 @@
{% endblock %}
{% block content %}
<div class="container px-md-3 py-3 column-gap-5">
<div class="row mb-3 gx-xl-4 gy-3 mb-4">
{# Date picker#}
<div class="col-12 col-xl-4 flex-row align-items-center d-flex">
<div class="tw-text-base h-100 align-items-center d-flex">
<a role="button"
class="pe-4 py-2"
hx-boost="true"
hx-trigger="click, previous_month from:window"
href="{% url 'monthly_overview' month=previous_month year=previous_year %}"><i
class="fa-solid fa-chevron-left"></i></a>
</div>
<div class="tw-text-3xl fw-bold font-monospace tw-w-full text-center"
hx-get="{% url 'month_year_picker' %}"
hx-target="#generic-offcanvas-left"
hx-trigger="click, date_picker from:window"
hx-vals='{"month": {{ month }}, "year": {{ year }}, "for": "monthly_overview", "field": "reference_date"}' role="button">
{{ month|month_name }} {{ year }}
</div>
<div class="tw-text-base mx-2 h-100 align-items-center d-flex">
<a role="button"
class="ps-3 py-2"
hx-boost="true"
hx-trigger="click, next_month from:window"
href="{% url 'monthly_overview' month=next_month year=next_year %}">
<i class="fa-solid fa-chevron-right"></i>
</a>
</div>
</div>
{# Action buttons#}
<div class="col-12 col-xl-8">
<div class="d-grid gap-2 d-xl-flex justify-content-xl-end">
<button class="btn btn-sm btn-outline-success"
hx-get="{% url 'transaction_add' %}"
hx-target="#generic-offcanvas"
hx-trigger="click, add_income from:window"
hx-vals='{"year": {{ year }}, "month": {{ month }}, "type": "IN"}'>
<i class="fa-solid fa-arrow-right-to-bracket me-2"></i>
{% translate "Income" %}
</button>
<button class="btn btn-sm btn-outline-danger"
hx-get="{% url 'transaction_add' %}"
hx-target="#generic-offcanvas"
hx-trigger="click, add_expense from:window"
hx-vals='{"year": {{ year }}, "month": {{ month }}, "type": "EX"}'>
<i class="fa-solid fa-arrow-right-from-bracket me-2"></i>
{% translate "Expense" %}
</button>
<button class="btn btn-sm btn-outline-warning"
hx-get="{% url 'installment_plan_add' %}"
hx-trigger="click, installment from:window"
hx-target="#generic-offcanvas">
<i class="fa-solid fa-divide me-2"></i>
{% translate "Installment" %}
</button>
<button class="btn btn-sm btn-outline-warning"
hx-get="{% url 'recurring_transaction_add' %}"
hx-trigger="click, balance from:window"
hx-target="#generic-offcanvas">
<i class="fa-solid fa-repeat me-2"></i>
{% translate "Recurring" %}
</button>
<button class="btn btn-sm btn-outline-info"
hx-get="{% url 'transactions_transfer' %}"
hx-target="#generic-offcanvas"
hx-trigger="click, add_transfer from:window"
hx-vals='{"year": {{ year }}, "month": {{ month }}}'>
<i class="fa-solid fa-money-bill-transfer me-2"></i>
{% translate "Transfer" %}
</button>
<button class="btn btn-sm btn-outline-info"
hx-get="{% url 'account_reconciliation' %}"
hx-trigger="click, balance from:window"
hx-target="#generic-offcanvas">
<i class="fa-solid fa-scale-balanced me-2"></i>
{% translate "Balance" %}
</button>
</div>
</div>
</div>
{# Monthly summary#}
<div class="row gx-xl-4 gy-3">
<div class="col-12 col-xl-4 order-0 order-xl-2">
<div id="summary" hx-get="{% url 'monthly_summary' month=month year=year %}" class="show-loading"
hx-trigger="load, updated from:window, selective_update from:window">
</div>
</div>
<div class="col-12 col-xl-8 order-2 order-xl-1">
<div class="row mb-1">
<div class="col-sm-6 col-12">
{# Filter transactions button #}
<button type="button" class="btn btn-sm btn-outline-primary dropdown-toggle" type="button" data-bs-toggle="collapse" data-bs-target="#collapse-filter" aria-expanded="false" aria-controls="collapse-filter">
<i class="fa-solid fa-filter fa-fw me-2"></i>{% translate 'Filter transactions' %}
</button>
<div class="container px-md-3 py-3 column-gap-5">
<div class="row mb-3 gx-xl-4 gy-3 mb-4">
{# Date picker#}
<div class="col-12 col-xl-4 flex-row align-items-center d-flex">
<div class="tw-text-base h-100 align-items-center d-flex">
<a role="button"
class="pe-4 py-2"
hx-boost="true"
hx-trigger="click, previous_month from:window"
href="{% url 'monthly_overview' month=previous_month year=previous_year %}"><i
class="fa-solid fa-chevron-left"></i></a>
</div>
{# Ordering button#}
<div class="col-sm-6 col-12 tw-content-center my-3 my-sm-0">
<div class="text-sm-end" _="on change trigger updated on window">
<label for="order">{% translate "Order by" %}</label>
<select class="tw-border-0 focus-visible:tw-outline-0 w-full pe-2 tw-leading-normal text-bg-tertiary tw-font-medium rounded" name="order" id="order">
<option value="default">{% translate 'Default' %}</option>
<option value="older">{% translate 'Oldest first' %}</option>
<option value="newer">{% translate 'Newest first' %}</option>
</select>
<div class="tw-text-3xl fw-bold font-monospace tw-w-full text-center"
hx-get="{% url 'month_year_picker' %}"
hx-target="#generic-offcanvas-left"
hx-trigger="click, date_picker from:window"
hx-vals='{"month": {{ month }}, "year": {{ year }}, "for": "monthly_overview", "field": "reference_date"}'
role="button">
{{ month|month_name }} {{ year }}
</div>
<div class="tw-text-base mx-2 h-100 align-items-center d-flex">
<a role="button"
class="ps-3 py-2"
hx-boost="true"
hx-trigger="click, next_month from:window"
href="{% url 'monthly_overview' month=next_month year=next_year %}">
<i class="fa-solid fa-chevron-right"></i>
</a>
</div>
</div>
{# Action buttons#}
<div class="col-12 col-xl-8">
<c-ui.quick-transactions-buttons
:year="year"
:month="month"
></c-ui.quick-transactions-buttons>
</div>
</div>
{# Monthly summary#}
<div class="row gx-xl-4 gy-3">
<div class="col-12 col-xl-4 order-0 order-xl-2">
<ul class="nav nav-tabs" id="monthly-summary" role="tablist">
<li class="nav-item" role="presentation">
<button class="nav-link {% if summary_tab == 'summary' %}active{% endif %}"
id="summary-tab"
data-bs-toggle="tab"
data-bs-target="#summary-tab-pane"
type="button"
role="tab"
aria-controls="summary-tab-pane"
_="on click fetch {% url 'monthly_summary_select' selected='summary' %}"
aria-selected="{% if summary_tab == 'summary' or not summary_tab %}true{% else %}false{% endif %}">
{% trans 'Summary' %}
</button>
</li>
<li class="nav-item" role="presentation">
<button class="nav-link {% if summary_tab == 'currency' %}active{% endif %}"
id="currency-tab"
data-bs-toggle="tab"
data-bs-target="#currency-tab-pane"
type="button"
role="tab"
aria-controls="currency-tab-pane"
_="on click fetch {% url 'monthly_summary_select' selected='currency' %}"
aria-selected="{% if summary_tab == 'currency' %}true{% else %}false{% endif %}">
{% trans 'Currencies' %}
</button>
</li>
<li class="nav-item" role="presentation">
<button class="nav-link {% if summary_tab == 'account' %}active{% endif %}"
id="account-tab"
data-bs-toggle="tab"
data-bs-target="#account-tab-pane"
type="button"
role="tab"
aria-controls="account-tab-pane"
_="on click fetch {% url 'monthly_summary_select' selected='account' %}"
aria-selected="{% if summary_tab == 'account' %}true{% else %}false{% endif %}">
{% trans 'Accounts' %}
</button>
</li>
</ul>
<div class="tab-content" id="monthly-summary-content">
<div class="tab-pane fade {% if summary_tab == 'summary' %}show active{% endif %}"
id="summary-tab-pane"
role="tabpanel"
aria-labelledby="summary-tab"
tabindex="0">
<div id="summary"
hx-get="{% url 'monthly_summary' month=month year=year %}"
class="show-loading"
hx-trigger="load, updated from:window, selective_update from:window">
</div>
</div>
<div class="tab-pane fade {% if summary_tab == 'currency' %}show active{% endif %}"
id="currency-tab-pane"
role="tabpanel"
aria-labelledby="currency-tab"
tabindex="0">
<div id="currency-summary"
hx-get="{% url 'monthly_currency_summary' month=month year=year %}"
class="show-loading"
hx-trigger="load, updated from:window, selective_update from:window">
</div>
</div>
<div class="tab-pane fade {% if summary_tab == 'account' %}show active{% endif %}"
id="account-tab-pane"
role="tabpanel"
aria-labelledby="account-tab"
tabindex="0">
<div id="account-summary"
hx-get="{% url 'monthly_account_summary' month=month year=year %}"
class="show-loading"
hx-trigger="load, updated from:window, selective_update from:window">
</div>
</div>
</div>
</div>
{# Filter transactions form#}
<div class="collapse" id="collapse-filter">
<div class="card card-body">
<form _="on change or submit or search trigger updated on window end
<div class="col-12 col-xl-8 order-2 order-xl-1">
<div class="row mb-1">
<div class="col-sm-6 col-12">
{# Filter transactions button #}
<button type="button" class="btn btn-sm btn-outline-primary dropdown-toggle" type="button"
data-bs-toggle="collapse" data-bs-target="#collapse-filter" aria-expanded="false"
aria-controls="collapse-filter">
<i class="fa-solid fa-filter fa-fw me-2"></i>{% translate 'Filter transactions' %}
</button>
</div>
{# Ordering button#}
<div class="col-sm-6 col-12 tw-content-center my-3 my-sm-0">
<div class="text-sm-end" _="on change trigger updated on window">
<label for="order">{% translate "Order by" %}</label>
<select
class="tw-border-0 focus-visible:tw-outline-0 w-full pe-2 tw-leading-normal text-bg-tertiary tw-font-medium rounded"
name="order" id="order">
<option value="default"
{% if order == 'default' %}selected{% endif %}>{% translate 'Default' %}</option>
<option value="older"
{% if order == 'older' %}selected{% endif %}>{% translate 'Oldest first' %}</option>
<option value="newer"
{% if order == 'newer' %}selected{% endif %}>{% translate 'Newest first' %}</option>
</select>
</div>
</div>
</div>
{# Filter transactions form#}
<div class="collapse" id="collapse-filter">
<div class="card card-body">
<form _="on change or submit or search trigger updated on window end
install init_tom_select
install init_datepicker"
id="filter">
{% crispy filter.form %}
</form>
<button class="btn btn-outline-danger btn-sm" _="on click call #filter.reset() then trigger change on #filter">{% translate 'Clear' %}</button>
id="filter">
{% crispy filter.form %}
</form>
<button class="btn btn-outline-danger btn-sm"
_="on click call #filter.reset() then trigger change on #filter">{% translate 'Clear' %}</button>
</div>
</div>
{# Transactions list#}
<div id="transactions"
class="show-loading"
hx-get="{% url 'monthly_transactions_list' month=month year=year %}"
hx-trigger="load, updated from:window" hx-include="#filter, #order">
</div>
</div>
{# Transactions list#}
<div id="transactions"
class="show-loading"
hx-get="{% url 'monthly_transactions_list' month=month year=year %}"
hx-trigger="load, updated from:window" hx-include="#filter, #order">
</div>
</div>
</div>
</div>
{% endblock %}

View File

@@ -46,6 +46,22 @@
color="grey"></c-amount.display>
</div>
{% endif %}
{% if currency.consolidated %}
<div class="d-flex align-items-baseline w-100">
<div class="account-name text-start font-monospace tw-text-gray-300">
<span class="hierarchy-line-icon"></span>{% trans 'Consolidated' %}</div>
<div class="dotted-line flex-grow-1"></div>
<div class="">
<c-amount.display
:amount="currency.consolidated.total_final"
:prefix="currency.consolidated.currency.prefix"
:suffix="currency.consolidated.currency.suffix"
:decimal_places="currency.consolidated.currency.decimal_places"
color="{% if currency.total_final > 0 %}green{% elif currency.total_final < 0 %}red{% endif %}"
text-end></c-amount.display>
</div>
</div>
{% endif %}
{% endfor %}
</c-ui.info-card>
</div>

View File

@@ -0,0 +1,17 @@
{% load tools %}
{% load i18n %}
{% load currency_display %}
<div class="row row-cols-1 g-4 mt-1 mb-3">
{% for account_id, account in account_data.items %}
<div class="col">
<c-ui.account_card :account="account" :account_id="account_id"
:percentages="account_percentages"></c-ui.account_card>
</div>
{% empty %}
<div class="col">
<c-msg.empty
title="{% translate "No information to display" %}"></c-msg.empty>
{% endfor %}
</div>
</div>

View File

@@ -0,0 +1,16 @@
{% load tools %}
{% load i18n %}
{% load currency_display %}
<div class="row row-cols-1 g-4 mt-1 mb-3">
{% for currency_id, currency in currency_data.items %}
<div class="col">
<c-ui.currency_card :currency="currency" :currency_id="currency_id"
:percentages="currency_percentages"></c-ui.currency_card>
</div>
{% empty %}
<div class="col">
<c-msg.empty
title="{% translate "No information to display" %}"></c-msg.empty>
</div>
{% endfor %}
</div>

View File

@@ -1,431 +1,47 @@
{% load tools %}
{% load i18n %}
{% load currency_display %}
<ul class="nav nav-tabs" id="myTab" role="tablist">
<ul class="nav nav-tabs" id="all-trasactions-tab" role="tablist">
<li class="nav-item" role="presentation">
<button class="nav-link active" id="currency-tab" data-bs-toggle="tab" data-bs-target="#currency-tab-pane" type="button" role="tab" aria-controls="currency-tab-pane" aria-selected="true">{% trans 'Currencies' %}</button>
<button class="nav-link active" id="currency-tab" data-bs-toggle="tab" data-bs-target="#currency-tab-pane"
type="button" role="tab" aria-controls="currency-tab-pane"
aria-selected="true">{% trans 'Currencies' %}</button>
</li>
<li class="nav-item" role="presentation">
<button class="nav-link" id="account-tab" data-bs-toggle="tab" data-bs-target="#account-tab-pane" type="button" role="tab" aria-controls="account-tab-pane" aria-selected="false">{% trans 'Accounts' %}</button>
<button class="nav-link" id="account-tab" data-bs-toggle="tab" data-bs-target="#account-tab-pane" type="button"
role="tab" aria-controls="account-tab-pane" aria-selected="false">{% trans 'Accounts' %}</button>
</li>
</ul>
<div class="tab-content" id="myTabContent">
<div class="tab-pane fade show active" id="currency-tab-pane" role="tabpanel" aria-labelledby="currency-tab" tabindex="0">
<div class="tab-content" id="all-transactions-content">
<div class="tab-pane fade show active" id="currency-tab-pane" role="tabpanel" aria-labelledby="currency-tab"
tabindex="0">
<div class="row row-cols-1 g-4 mt-2">
{# Income#}
<div class="col">
<c-ui.info-card color="green" icon="fa-solid fa-arrow-right-to-bracket" title="{% trans 'Income' %}">
<div class="d-flex justify-content-between mt-3">
<div class="text-end font-monospace">
<div class="tw-text-gray-400">{% translate 'current' %}</div>
</div>
<div class="text-end font-monospace">
{% for currency in income_current.values %}
<div>
<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>
</div>
{% if currency.exchanged %}
<div>
<c-amount.display
:amount="currency.exchanged.income_current"
:prefix="currency.exchanged.currency.prefix"
:suffix="currency.exchanged.currency.suffix"
:decimal_places="currency.exchanged.currency.decimal_places"
color="gray"></c-amount.display>
</div>
{% endif %}
{% empty %}
<div>-</div>
{% endfor %}
</div>
</div>
<hr class="my-1">
<div class="d-flex justify-content-between">
<div class="text-end font-monospace">
<div class="tw-text-gray-400">{% translate 'projected' %}</div>
</div>
<div class="text-end font-monospace">
{% for currency in income_projected.values %}
<div>
<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>
</div>
{% if currency.exchanged %}
<div>
<c-amount.display
:amount="currency.exchanged.income_projected"
:prefix="currency.exchanged.currency.prefix"
:suffix="currency.exchanged.currency.suffix"
:decimal_places="currency.exchanged.currency.decimal_places"
color="gray"></c-amount.display>
</div>
{% endif %}
{% empty %}
<div>-</div>
{% endfor %}
</div>
</div>
</c-ui.info-card>
</div>
{# Expenses#}
<div class="col">
<c-ui.info-card color="red" icon="fa-solid fa-arrow-right-from-bracket" title="{% trans 'Expenses' %}">
<div class="d-flex justify-content-between mt-3">
<div class="text-end font-monospace">
<div class="tw-text-gray-400">{% translate 'current' %}</div>
</div>
<div class="text-end font-monospace">
{% for currency in expense_current.values %}
<div>
<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>
</div>
{% if currency.exchanged %}
<div>
<c-amount.display
:amount="currency.exchanged.expense_current"
:prefix="currency.exchanged.currency.prefix"
:suffix="currency.exchanged.currency.suffix"
:decimal_places="currency.exchanged.currency.decimal_places"
color="gray"></c-amount.display>
</div>
{% endif %}
{% empty %}
<div>-</div>
{% endfor %}
</div>
</div>
<hr class="my-1">
<div class="d-flex justify-content-between">
<div class="text-end font-monospace">
<div class="tw-text-gray-400">{% translate 'projected' %}</div>
</div>
<div class="text-end font-monospace">
{% for currency in expense_projected.values %}
<div>
<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>
</div>
{% if currency.exchanged %}
<div>
<c-amount.display
:amount="currency.exchanged.expense_projected"
:prefix="currency.exchanged.currency.prefix"
:suffix="currency.exchanged.currency.suffix"
:decimal_places="currency.exchanged.currency.decimal_places"
color="gray"></c-amount.display>
</div>
{% endif %}
{% empty %}
<div>-</div>
{% endfor %}
</div>
</div>
</c-ui.info-card>
</div>
{# Total#}
<div class="col">
<c-ui.info-card color="blue" icon="fa-solid fa-scale-balanced" title="{% trans 'Total' %}">
<div class="d-flex justify-content-between mt-3">
<div class="text-end font-monospace">
<div class="tw-text-gray-400">{% translate 'current' %}</div>
</div>
<div class="text-end font-monospace">
{% for currency in total_current.values %}
<div>
<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_current > 0 %}green{% elif currency.total_current < 0 %}red{% endif %}"></c-amount.display>
</div>
{% if currency.exchanged %}
<div>
<c-amount.display
:amount="currency.exchanged.total_current"
:prefix="currency.exchanged.currency.prefix"
:suffix="currency.exchanged.currency.suffix"
:decimal_places="currency.exchanged.currency.decimal_places"
color="gray"></c-amount.display>
</div>
{% endif %}
{% empty %}
<div>-</div>
{% endfor %}
</div>
</div>
<div class="d-flex justify-content-between mt-3">
<div class="text-end font-monospace">
<div class="tw-text-gray-400">{% translate 'projected' %}</div>
</div>
<div class="text-end font-monospace">
{% for currency in total_projected.values %}
<div>
<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_projected > 0 %}green{% elif currency.total_projected < 0 %}red{% endif %}"></c-amount.display>
</div>
{% if currency.exchanged %}
<div>
<c-amount.display
:amount="currency.exchanged.total_projected"
:prefix="currency.exchanged.currency.prefix"
:suffix="currency.exchanged.currency.suffix"
:decimal_places="currency.exchanged.currency.decimal_places"
color="gray"></c-amount.display>
</div>
{% endif %}
{% empty %}
<div>-</div>
{% endfor %}
</div>
</div>
<hr class="my-1">
<div class="d-flex justify-content-end">
<div class="text-end font-monospace">
{% for currency in total_final.values %}
<div>
<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 %}green{% elif currency.total_final < 0 %}red{% endif %}"></c-amount.display>
</div>
{% if currency.exchanged %}
<div>
<c-amount.display
:amount="currency.exchanged.total_final"
:prefix="currency.exchanged.currency.prefix"
:suffix="currency.exchanged.currency.suffix"
:decimal_places="currency.exchanged.currency.decimal_places"
color="gray"></c-amount.display>
</div>
{% endif %}
{% empty %}
<div>-</div>
{% endfor %}
</div>
</div>
</c-ui.info-card>
</div>
<div class="col">
<c-ui.info-card color="yellow" icon="fa-solid fa-percent" title="{% trans 'Distribution' %}">
{% for p in currency_percentages.values %}
<p class="tw-text-gray-400 mb-2 {% if not forloop.first %}mt-3{% endif %}">{{ p.currency.name }} ({{ p.currency.code }})</p>
<c-ui.percentage-distribution :percentage="p"></c-ui.percentage-distribution>
{% endfor %}
</c-ui.info-card>
</div>
</div>
</div>
<div class="tab-pane fade" id="account-tab-pane" role="tabpanel" aria-labelledby="account-tab" tabindex="0">
<div class="row row-cols-1 g-4 mt-2">
<div class="col">
{% for account_id, account in account_data.items %}
{% if not single %}
<div class="tw-text-xl {% if not forloop.first %}mt-4 mb-3{% endif %}">
{% if account.account.group %}
<span class="badge text-bg-primary me-2">{{ account.account.group }}</span>{% endif %}{{ account.account.name }}
</div>
{% endif %}
<div class="d-flex justify-content-between align-items-baseline mt-2">
<div class="text-end font-monospace">
<div class="tw-text-gray-400">{% translate 'projected income' %}</div>
</div>
<div class="dotted-line flex-grow-1"></div>
<div class="text-end font-monospace tw-text-green-400">
<c-amount.display
:amount="account.income_projected"
:prefix="account.currency.prefix"
:suffix="account.currency.suffix"
:decimal_places="account.currency.decimal_places"></c-amount.display>
</div>
{% for currency_id, currency in currency_data.items %}
<div class="col">
<c-ui.currency_card :currency="currency" :currency_id="currency_id"
:percentages="currency_percentages"></c-ui.currency_card>
</div>
{% if account.exchanged and account.exchanged.income_projected %}
<div class="text-end font-monospace tw-text-gray-500">
<c-amount.display
:amount="account.exchanged.currency.income_projected"
:prefix="account.exchanged.currency.prefix"
:suffix="account.exchanged.currency.suffix"
:decimal_places="account.exchanged.currency.decimal_places"></c-amount.display>
</div>
{% endif %}
<div class="d-flex justify-content-between align-items-baseline mt-2">
<div class="text-end font-monospace">
<div class="tw-text-gray-400">{% translate 'projected expenses' %}</div>
</div>
<div class="dotted-line flex-grow-1"></div>
<div>
<div class="text-end font-monospace tw-text-red-400">
<c-amount.display
:amount="account.expense_projected"
:prefix="account.currency.prefix"
:suffix="account.currency.suffix"
:decimal_places="account.currency.decimal_places"></c-amount.display>
</div>
</div>
</div>
{% if account.exchanged and account.exchanged.expense_projected %}
<div class="text-end font-monospace tw-text-gray-500">
<c-amount.display
:amount="account.exchanged.expense_projected"
:prefix="account.exchanged.currency.prefix"
:suffix="account.exchanged.currency.suffix"
:decimal_places="account.exchanged.currency.decimal_places"></c-amount.display>
</div>
{% endif %}
<div class="d-flex justify-content-between align-items-baseline mt-2">
<div class="text-end font-monospace">
<div class="tw-text-gray-400">{% translate 'projected total' %}</div>
</div>
<div class="dotted-line flex-grow-1"></div>
<div
class="text-end font-monospace">
<c-amount.display
:amount="account.total_projected"
:prefix="account.currency.prefix"
:suffix="account.currency.suffix"
:decimal_places="account.currency.decimal_places"
color="{% if account.total_projected > 0 %}green{% elif account.total_projected < 0 %}red{% endif %}"></c-amount.display>
</div>
</div>
{% if account.exchanged.total_projected and account.exchanged.total_projected %}
<div class="text-end font-monospace tw-text-gray-500">
<c-amount.display
:amount="account.exchanged.total_projected"
:prefix="account.exchanged.currency.prefix"
:suffix="account.exchanged.currency.suffix"
:decimal_places="account.exchanged.currency.decimal_places"></c-amount.display>
</div>
{% endif %}
<hr class="my-3">
<div class="d-flex justify-content-between align-items-baseline mt-2">
<div class="text-end font-monospace">
<div class="tw-text-gray-400">{% translate 'current income' %}</div>
</div>
<div class="dotted-line flex-grow-1"></div>
<div class="text-end font-monospace tw-text-green-400">
<c-amount.display
:amount="account.income_current"
:prefix="account.currency.prefix"
:suffix="account.currency.suffix"
:decimal_places="account.currency.decimal_places"></c-amount.display>
</div>
</div>
{% if account.exchanged and account.exchanged.income_current %}
<div class="text-end font-monospace tw-text-gray-500">
<c-amount.display
:amount="account.exchanged.income_current"
:prefix="account.exchanged.currency.prefix"
:suffix="account.exchanged.currency.suffix"
:decimal_places="account.exchanged.currency.decimal_places"></c-amount.display>
</div>
{% endif %}
<div class="d-flex justify-content-between align-items-baseline mt-2">
<div class="text-end font-monospace">
<div class="tw-text-gray-400">{% translate 'current expenses' %}</div>
</div>
<div class="dotted-line flex-grow-1"></div>
<div class="text-end font-monospace tw-text-red-400">
<c-amount.display
:amount="account.expense_current"
:prefix="account.currency.prefix"
:suffix="account.currency.suffix"
:decimal_places="account.currency.decimal_places"></c-amount.display>
</div>
</div>
{% if account.exchanged and account.exchanged.expense_current %}
<div class="text-end font-monospace tw-text-gray-500">
<c-amount.display
:amount="account.exchanged.expense_current"
:prefix="account.exchanged.currency.prefix"
:suffix="account.exchanged.currency.suffix"
:decimal_places="account.exchanged.currency.decimal_places"></c-amount.display>
</div>
{% endif %}
<div class="d-flex justify-content-between align-items-baseline mt-2">
<div class="text-end font-monospace">
<div class="tw-text-gray-400">{% translate 'current total' %}</div>
</div>
<div class="dotted-line flex-grow-1"></div>
<div
class="text-end font-monospace">
<c-amount.display
:amount="account.total_current"
:prefix="account.currency.prefix"
:suffix="account.currency.suffix"
:decimal_places="account.currency.decimal_places"
color="{% if account.total_current > 0 %}green{% elif account.total_current < 0 %}red{% endif %}"></c-amount.display>
</div>
</div>
{% if account.exchanged and account.exchanged.total_current %}
<div class="text-end font-monospace tw-text-gray-500">
<c-amount.display
:amount="account.exchanged.total_current"
:prefix="account.exchanged.currency.prefix"
:suffix="account.exchanged.currency.suffix"
:decimal_places="account.exchanged.currency.decimal_places"></c-amount.display>
</div>
{% endif %}
<div>
<hr class="my-3">
<div class="d-flex justify-content-between align-items-baseline mt-2">
<div class="text-end font-monospace">
<div class="tw-text-gray-400">{% translate 'final total' %}</div>
</div>
<div class="dotted-line flex-grow-1"></div>
<div class="text-end font-monospace">
<c-amount.display
:amount="account.total_final"
:prefix="account.currency.prefix"
:suffix="account.currency.suffix"
:decimal_places="account.currency.decimal_places"
color="{% if account.total_final > 0 %}green{% elif account.total_final < 0 %}red{% endif %}"></c-amount.display>
</div>
</div>
{% if account.exchanged and account.exchanged.total_final %}
<div class="text-end font-monospace tw-text-gray-500">
<c-amount.display
:amount="account.exchanged.total_final"
:prefix="account.exchanged.currency.prefix"
:suffix="account.exchanged.currency.suffix"
:decimal_places="account.exchanged.currency.decimal_places"></c-amount.display>
</div>
{% endif %}
</div>
{% with p=account_percentages|get_dict_item:account_id %}
<div class="my-3">
<c-ui.percentage-distribution :percentage="p"></c-ui.percentage-distribution>
</div>
{% endwith %}
<hr>
{% empty %}
<div class="col">
<c-msg.empty
title="{% translate "No information to display" %}"></c-msg.empty>
{% endfor %}
</div>
</div>
</div>
<div class="tab-pane fade" id="account-tab-pane" role="tabpanel" aria-labelledby="account-tab" tabindex="0">
<div class="row row-cols-1 g-4 mt-2">
{% for account_id, account in account_data.items %}
<div class="col">
<c-ui.account_card :account="account" :account_id="account_id"
:percentages="account_percentages"></c-ui.account_card>
</div>
{% empty %}
<div class="col">
<c-msg.empty
title="{% translate "No information to display" %}"></c-msg.empty>
{% endfor %}
</div>
</div>
</div>
</div>
</div>

View File

@@ -0,0 +1,11 @@
{% load i18n %}
<div class="trash-list-container" id="transactions-list">
{% for transaction in transactions %}
<c-transaction.item :transaction="transaction"></c-transaction.item>
{% empty %}
<c-msg.empty
title="{% translate "No deleted transactions to show" %}"></c-msg.empty>
{% endfor %}
{# Floating bar #}
<c-ui.deleted-transactions-action-bar></c-ui.deleted-transactions-action-bar>
</div>

View File

@@ -32,9 +32,9 @@
<div class="tw-content-center" _="on change trigger updated on window">
<label for="order">{% translate "Order by" %}</label>
<select class="tw-border-0 focus-visible:tw-outline-0 w-full pe-2 tw-leading-normal text-bg-tertiary tw-font-medium rounded" name="order" id="order">
<option value="default">{% translate 'Default' %}</option>
<option value="older">{% translate 'Oldest first' %}</option>
<option value="newer">{% translate 'Newest first' %}</option>
<option value="default" {% if order == 'default' %}selected{% endif %}>{% translate 'Default' %}</option>
<option value="older" {% if order == 'older' %}selected{% endif %}>{% translate 'Oldest first' %}</option>
<option value="newer" {% if order == 'newer' %}selected{% endif %}>{% translate 'Newest first' %}</option>
</select>
</div>
</div>
@@ -45,10 +45,59 @@
</div>
</div>
<div class="col-12 col-xl-3 order-1 order-xl-2">
<div id="transactions"
class="show-loading"
hx-get="{% url 'transactions_all_summary' %}"
hx-trigger="load, updated from:window, change from:#filter, submit from:#filter, search from:#filter" hx-include="#filter">
<ul class="nav nav-tabs" id="all-transactions-summary" role="tablist">
<li class="nav-item" role="presentation">
<button class="nav-link {% if summary_tab == 'currency' %}active{% endif %}"
id="currency-tab"
data-bs-toggle="tab"
data-bs-target="#currency-tab-pane"
type="button"
role="tab"
aria-controls="currency-tab-pane"
_="on click fetch {% url 'transaction_all_summary_select' selected='currency' %}"
aria-selected="{% if summary_tab == 'currency' %}true{% else %}false{% endif %}">
{% trans 'Currencies' %}
</button>
</li>
<li class="nav-item" role="presentation">
<button class="nav-link {% if summary_tab == 'account' %}active{% endif %}"
id="account-tab"
data-bs-toggle="tab"
data-bs-target="#account-tab-pane"
type="button"
role="tab"
aria-controls="account-tab-pane"
_="on click fetch {% url 'transaction_all_summary_select' selected='account' %}"
aria-selected="{% if summary_tab == 'account' %}true{% else %}false{% endif %}">
{% trans 'Accounts' %}
</button>
</li>
</ul>
<div class="tab-content" id="all-transactions-content">
<div class="tab-pane fade {% if summary_tab == 'currency' %}show active{% endif %}"
id="currency-tab-pane"
role="tabpanel"
aria-labelledby="currency-tab"
tabindex="0">
<div id="currency-summary"
hx-get="{% url 'transaction_all_currency_summary' %}"
class="show-loading"
hx-trigger="load, selective_update from:window, updated from:window, change from:#filter, submit from:#filter, search from:#filter"
hx-include="#filter">
</div>
</div>
<div class="tab-pane fade {% if summary_tab == 'account' %}show active{% endif %}"
id="account-tab-pane"
role="tabpanel"
aria-labelledby="account-tab"
tabindex="0">
<div id="account-summary"
hx-get="{% url 'transaction_all_account_summary' %}"
class="show-loading"
hx-trigger="load, selective_update from:window, updated from:window, change from:#filter, submit from:#filter, search from:#filter"
hx-include="#filter">
</div>
</div>
</div>
</div>
</div>

View File

@@ -0,0 +1,14 @@
{% extends "layouts/base.html" %}
{% load i18n %}
{% block title %}{% translate 'Deleted transactions' %}{% endblock %}
{% block content %}
<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>{% translate 'Deleted transactions' %}</div>
</div>
<div hx-get="{% url 'transactions_trash_list' %}" hx-trigger="load, updated from:window" class="show-loading"></div>
</div>
{% endblock %}

View File

@@ -1,188 +1,15 @@
{% load tools %}
{% load i18n %}
<div class="row row-cols-1 g-4 mb-3">
{% for account_id, account in totals.items %}
<div class="col">
{% for account_id, account in totals.items %}
{% if not single %}
<div class="tw-text-xl {% if not forloop.first %}mt-4 mb-3{% endif %}">
{% if account.account.group %}
<span class="badge text-bg-primary me-2">{{ account.account.group }}</span>{% endif %}{{ account.account.name }}
</div>
{% endif %}
<div class="d-flex justify-content-between align-items-baseline mt-2">
<div class="text-end font-monospace">
<div class="tw-text-gray-400">{% translate 'projected income' %}</div>
</div>
<div class="dotted-line flex-grow-1"></div>
<div class="text-end font-monospace tw-text-green-400">
<c-amount.display
:amount="account.income_projected"
:prefix="account.currency.prefix"
:suffix="account.currency.suffix"
:decimal_places="account.currency.decimal_places"></c-amount.display>
</div>
</div>
{% if account.exchanged and account.exchanged.income_projected %}
<div class="text-end font-monospace tw-text-gray-500">
<c-amount.display
:amount="account.exchanged.currency.income_projected"
:prefix="account.exchanged.currency.prefix"
:suffix="account.exchanged.currency.suffix"
:decimal_places="account.exchanged.currency.decimal_places"></c-amount.display>
</div>
{% endif %}
<div class="d-flex justify-content-between align-items-baseline mt-2">
<div class="text-end font-monospace">
<div class="tw-text-gray-400">{% translate 'projected expenses' %}</div>
</div>
<div class="dotted-line flex-grow-1"></div>
<div>
<div class="text-end font-monospace tw-text-red-400">
<c-amount.display
:amount="account.expense_projected"
:prefix="account.currency.prefix"
:suffix="account.currency.suffix"
:decimal_places="account.currency.decimal_places"></c-amount.display>
</div>
</div>
</div>
{% if account.exchanged and account.exchanged.expense_projected %}
<div class="text-end font-monospace tw-text-gray-500">
<c-amount.display
:amount="account.exchanged.expense_projected"
:prefix="account.exchanged.currency.prefix"
:suffix="account.exchanged.currency.suffix"
:decimal_places="account.exchanged.currency.decimal_places"></c-amount.display>
</div>
{% endif %}
<div class="d-flex justify-content-between align-items-baseline mt-2">
<div class="text-end font-monospace">
<div class="tw-text-gray-400">{% translate 'projected total' %}</div>
</div>
<div class="dotted-line flex-grow-1"></div>
<div
class="text-end font-monospace">
<c-amount.display
:amount="account.total_projected"
:prefix="account.currency.prefix"
:suffix="account.currency.suffix"
:decimal_places="account.currency.decimal_places"
color="{% if account.total_projected > 0 %}green{% elif account.total_projected < 0 %}red{% endif %}"></c-amount.display>
</div>
</div>
{% if account.exchanged.total_projected and account.exchanged.total_projected %}
<div class="text-end font-monospace tw-text-gray-500">
<c-amount.display
:amount="account.exchanged.total_projected"
:prefix="account.exchanged.currency.prefix"
:suffix="account.exchanged.currency.suffix"
:decimal_places="account.exchanged.currency.decimal_places"></c-amount.display>
</div>
{% endif %}
<hr class="my-3">
<div class="d-flex justify-content-between align-items-baseline mt-2">
<div class="text-end font-monospace">
<div class="tw-text-gray-400">{% translate 'current income' %}</div>
</div>
<div class="dotted-line flex-grow-1"></div>
<div class="text-end font-monospace tw-text-green-400">
<c-amount.display
:amount="account.income_current"
:prefix="account.currency.prefix"
:suffix="account.currency.suffix"
:decimal_places="account.currency.decimal_places"></c-amount.display>
</div>
</div>
{% if account.exchanged and account.exchanged.income_current %}
<div class="text-end font-monospace tw-text-gray-500">
<c-amount.display
:amount="account.exchanged.income_current"
:prefix="account.exchanged.currency.prefix"
:suffix="account.exchanged.currency.suffix"
:decimal_places="account.exchanged.currency.decimal_places"></c-amount.display>
</div>
{% endif %}
<div class="d-flex justify-content-between align-items-baseline mt-2">
<div class="text-end font-monospace">
<div class="tw-text-gray-400">{% translate 'current expenses' %}</div>
</div>
<div class="dotted-line flex-grow-1"></div>
<div class="text-end font-monospace tw-text-red-400">
<c-amount.display
:amount="account.expense_current"
:prefix="account.currency.prefix"
:suffix="account.currency.suffix"
:decimal_places="account.currency.decimal_places"></c-amount.display>
</div>
</div>
{% if account.exchanged and account.exchanged.expense_current %}
<div class="text-end font-monospace tw-text-gray-500">
<c-amount.display
:amount="account.exchanged.expense_current"
:prefix="account.exchanged.currency.prefix"
:suffix="account.exchanged.currency.suffix"
:decimal_places="account.exchanged.currency.decimal_places"></c-amount.display>
</div>
{% endif %}
<div class="d-flex justify-content-between align-items-baseline mt-2">
<div class="text-end font-monospace">
<div class="tw-text-gray-400">{% translate 'current total' %}</div>
</div>
<div class="dotted-line flex-grow-1"></div>
<div
class="text-end font-monospace">
<c-amount.display
:amount="account.total_current"
:prefix="account.currency.prefix"
:suffix="account.currency.suffix"
:decimal_places="account.currency.decimal_places"
color="{% if account.total_current > 0 %}green{% elif account.total_current < 0 %}red{% endif %}"></c-amount.display>
</div>
</div>
{% if account.exchanged and account.exchanged.total_current %}
<div class="text-end font-monospace tw-text-gray-500">
<c-amount.display
:amount="account.exchanged.total_current"
:prefix="account.exchanged.currency.prefix"
:suffix="account.exchanged.currency.suffix"
:decimal_places="account.exchanged.currency.decimal_places"></c-amount.display>
</div>
{% endif %}
<div>
<hr class="my-3">
<div class="d-flex justify-content-between align-items-baseline mt-2">
<div class="text-end font-monospace">
<div class="tw-text-gray-400">{% translate 'final total' %}</div>
</div>
<div class="dotted-line flex-grow-1"></div>
<div class="text-end font-monospace">
<c-amount.display
:amount="account.total_final"
:prefix="account.currency.prefix"
:suffix="account.currency.suffix"
:decimal_places="account.currency.decimal_places"
color="{% if account.total_final > 0 %}green{% elif account.total_final < 0 %}red{% endif %}"></c-amount.display>
</div>
</div>
{% if account.exchanged and account.exchanged.total_final %}
<div class="text-end font-monospace tw-text-gray-500">
<c-amount.display
:amount="account.exchanged.total_final"
:prefix="account.exchanged.currency.prefix"
:suffix="account.exchanged.currency.suffix"
:decimal_places="account.exchanged.currency.decimal_places"></c-amount.display>
</div>
{% endif %}
</div>
{% with p=percentages|get_dict_item:account_id %}
<div class="my-3">
<c-ui.percentage-distribution :percentage="p"></c-ui.percentage-distribution>
</div>
{% endwith %}
<hr>
{% empty %}
<c-msg.empty
title="{% translate "No information to display" %}"></c-msg.empty>
{% endfor %}
<c-ui.account_card :account="account" :account_id="account_id"
:percentages="percentages"></c-ui.account_card>
</div>
{% empty %}
<div class="col">
<c-msg.empty
title="{% translate "No information to display" %}"></c-msg.empty>
</div>
{% endfor %}
</div>

View File

@@ -1,187 +1,15 @@
{% load tools %}
{% load month_name %}
{% load i18n %}
<div class="row row-cols-1 g-4 mb-3">
{% for currency_id, currency in totals.items %}
{% for currency_id, currency in totals.items %}
<div class="col">
{% if not single %}
<div class="tw-text-xl {% if not forloop.first %}mt-4 mb-3{% endif %}">
{{ currency.currency.name }} ({{ currency.currency.code }})
</div>
{% endif %}
<div class="d-flex justify-content-between align-items-baseline mt-2">
<div class="text-end font-monospace">
<div class="tw-text-gray-400">{% translate 'projected income' %}</div>
</div>
<div class="dotted-line flex-grow-1"></div>
<div class="text-end font-monospace tw-text-green-400">
<c-amount.display
:amount="currency.income_projected"
:prefix="currency.currency.prefix"
:suffix="currency.currency.suffix"
:decimal_places="currency.currency.decimal_places"></c-amount.display>
</div>
</div>
{% if currency.exchanged and currency.exchanged.income_projected %}
<div class="text-end font-monospace tw-text-gray-500">
<c-amount.display
:amount="currency.exchanged.currency.income_projected"
:prefix="currency.exchanged.currency.prefix"
:suffix="currency.exchanged.currency.suffix"
:decimal_places="currency.exchanged.currency.decimal_places"></c-amount.display>
</div>
{% endif %}
<div class="d-flex justify-content-between align-items-baseline mt-2">
<div class="text-end font-monospace">
<div class="tw-text-gray-400">{% translate 'projected expenses' %}</div>
</div>
<div class="dotted-line flex-grow-1"></div>
<div>
<div class="text-end font-monospace tw-text-red-400">
<c-amount.display
:amount="currency.expense_projected"
:prefix="currency.currency.prefix"
:suffix="currency.currency.suffix"
:decimal_places="currency.currency.decimal_places"></c-amount.display>
</div>
</div>
</div>
{% if currency.exchanged and currency.exchanged.expense_projected %}
<div class="text-end font-monospace tw-text-gray-500">
<c-amount.display
:amount="currency.exchanged.expense_projected"
:prefix="currency.exchanged.currency.prefix"
:suffix="currency.exchanged.currency.suffix"
:decimal_places="currency.exchanged.currency.decimal_places"></c-amount.display>
</div>
{% endif %}
<div class="d-flex justify-content-between align-items-baseline mt-2">
<div class="text-end font-monospace">
<div class="tw-text-gray-400">{% translate 'projected total' %}</div>
</div>
<div class="dotted-line flex-grow-1"></div>
<div
class="text-end font-monospace">
<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_projected > 0 %}green{% elif currency.total_projected < 0 %}red{% endif %}"></c-amount.display>
</div>
</div>
{% if currency.exchanged.total_projected and currency.exchanged.total_projected %}
<div class="text-end font-monospace tw-text-gray-500">
<c-amount.display
:amount="currency.exchanged.total_projected"
:prefix="currency.exchanged.currency.prefix"
:suffix="currency.exchanged.currency.suffix"
:decimal_places="currency.exchanged.currency.decimal_places"></c-amount.display>
</div>
{% endif %}
<hr class="my-3">
<div class="d-flex justify-content-between align-items-baseline mt-2">
<div class="text-end font-monospace">
<div class="tw-text-gray-400">{% translate 'current income' %}</div>
</div>
<div class="dotted-line flex-grow-1"></div>
<div class="text-end font-monospace tw-text-green-400">
<c-amount.display
:amount="currency.income_current"
:prefix="currency.currency.prefix"
:suffix="currency.currency.suffix"
:decimal_places="currency.currency.decimal_places"></c-amount.display>
</div>
</div>
{% if currency.exchanged and currency.exchanged.income_current %}
<div class="text-end font-monospace tw-text-gray-500">
<c-amount.display
:amount="currency.exchanged.income_current"
:prefix="currency.exchanged.currency.prefix"
:suffix="currency.exchanged.currency.suffix"
:decimal_places="currency.exchanged.currency.decimal_places"></c-amount.display>
</div>
{% endif %}
<div class="d-flex justify-content-between align-items-baseline mt-2">
<div class="text-end font-monospace">
<div class="tw-text-gray-400">{% translate 'current expenses' %}</div>
</div>
<div class="dotted-line flex-grow-1"></div>
<div class="text-end font-monospace tw-text-red-400">
<c-amount.display
:amount="currency.expense_current"
:prefix="currency.currency.prefix"
:suffix="currency.currency.suffix"
:decimal_places="currency.currency.decimal_places"></c-amount.display>
</div>
</div>
{% if currency.exchanged and currency.exchanged.expense_current %}
<div class="text-end font-monospace tw-text-gray-500">
<c-amount.display
:amount="currency.exchanged.expense_current"
:prefix="currency.exchanged.currency.prefix"
:suffix="currency.exchanged.currency.suffix"
:decimal_places="currency.exchanged.currency.decimal_places"></c-amount.display>
</div>
{% endif %}
<div class="d-flex justify-content-between align-items-baseline mt-2">
<div class="text-end font-monospace">
<div class="tw-text-gray-400">{% translate 'current total' %}</div>
</div>
<div class="dotted-line flex-grow-1"></div>
<div
class="text-end font-monospace">
<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_current > 0 %}green{% elif currency.total_current < 0 %}red{% endif %}"></c-amount.display>
</div>
</div>
{% if currency.exchanged and currency.exchanged.total_current %}
<div class="text-end font-monospace tw-text-gray-500">
<c-amount.display
:amount="currency.exchanged.total_current"
:prefix="currency.exchanged.currency.prefix"
:suffix="currency.exchanged.currency.suffix"
:decimal_places="currency.exchanged.currency.decimal_places"></c-amount.display>
</div>
{% endif %}
<div>
<hr class="my-3">
<div class="d-flex justify-content-between align-items-baseline mt-2">
<div class="text-end font-monospace">
<div class="tw-text-gray-400">{% translate 'final total' %}</div>
</div>
<div class="dotted-line flex-grow-1"></div>
<div class="text-end font-monospace">
<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 %}green{% elif currency.total_final < 0 %}red{% endif %}"></c-amount.display>
</div>
</div>
{% if currency.exchanged and currency.exchanged.total_final %}
<div class="text-end font-monospace tw-text-gray-500">
<c-amount.display
:amount="currency.exchanged.total_final"
:prefix="currency.exchanged.currency.prefix"
:suffix="currency.exchanged.currency.suffix"
:decimal_places="currency.exchanged.currency.decimal_places"></c-amount.display>
</div>
{% endif %}
</div>
{% with p=percentages|get_dict_item:currency_id %}
<div class="my-3">
<c-ui.percentage-distribution :percentage="p"></c-ui.percentage-distribution>
</div>
{% endwith %}
{% empty %}
<c-msg.empty
title="{% translate "No information to display" %}"></c-msg.empty>
<c-ui.currency_card :currency="currency" :currency_id="currency_id"
:percentages="percentages"></c-ui.currency_card>
</div>
{% empty %}
<div class="col">
<c-msg.empty
title="{% translate "No information to display" %}"></c-msg.empty>
</div>
{% endfor %}
</div>

View File

@@ -39,53 +39,10 @@
</div>
{# Action buttons#}
<div class="col-12 col-xl-10">
<div class="d-grid gap-2 d-xl-flex justify-content-xl-end">
<button class="btn btn-sm btn-outline-success"
hx-get="{% url 'transaction_add' %}"
hx-target="#generic-offcanvas"
hx-trigger="click, add_income from:window"
hx-vals='{"year": {{ year }}, "type": "IN"}'>
<i class="fa-solid fa-arrow-right-to-bracket me-2"></i>
{% translate "Income" %}
</button>
<button class="btn btn-sm btn-outline-danger"
hx-get="{% url 'transaction_add' %}"
hx-target="#generic-offcanvas"
hx-trigger="click, add_expense from:window"
hx-vals='{"year": {{ year }}, "type": "EX"}'>
<i class="fa-solid fa-arrow-right-from-bracket me-2"></i>
{% translate "Expense" %}
</button>
<button class="btn btn-sm btn-outline-warning"
hx-get="{% url 'installment_plan_add' %}"
hx-trigger="click, installment from:window"
hx-target="#generic-offcanvas">
<i class="fa-solid fa-divide me-2"></i>
{% translate "Installment" %}
</button>
<button class="btn btn-sm btn-outline-warning"
hx-get="{% url 'recurring_transaction_add' %}"
hx-trigger="click, balance from:window"
hx-target="#generic-offcanvas">
<i class="fa-solid fa-repeat me-2"></i>
{% translate "Recurring" %}
</button>
<button class="btn btn-sm btn-outline-info"
hx-get="{% url 'transactions_transfer' %}"
hx-target="#generic-offcanvas"
hx-trigger="click, add_transfer from:window"
hx-vals='{"year": {{ year }}}'>
<i class="fa-solid fa-money-bill-transfer me-2"></i>
{% translate "Transfer" %}
</button>
<button class="btn btn-sm btn-outline-info"
hx-get="{% url 'account_reconciliation' %}"
hx-trigger="click, balance from:window"
hx-target="#generic-offcanvas">
<i class="fa-solid fa-scale-balanced me-2"></i>
{% translate "Balance" %}
</button>
</div>
<c-ui.quick-transactions-buttons
:year="year"
:month="month"
></c-ui.quick-transactions-buttons>
</div>
</div>
<div class="row">

View File

@@ -41,53 +41,10 @@
</div>
{# Action buttons#}
<div class="col-12 col-xl-10">
<div class="d-grid gap-2 d-xl-flex justify-content-xl-end">
<button class="btn btn-sm btn-outline-success"
hx-get="{% url 'transaction_add' %}"
hx-target="#generic-offcanvas"
hx-trigger="click, add_income from:window"
hx-vals='{"year": {{ year }}, "type": "IN"}'>
<i class="fa-solid fa-arrow-right-to-bracket me-2"></i>
{% translate "Income" %}
</button>
<button class="btn btn-sm btn-outline-danger"
hx-get="{% url 'transaction_add' %}"
hx-target="#generic-offcanvas"
hx-trigger="click, add_expense from:window"
hx-vals='{"year": {{ year }}, "type": "EX"}'>
<i class="fa-solid fa-arrow-right-from-bracket me-2"></i>
{% translate "Expense" %}
</button>
<button class="btn btn-sm btn-outline-warning"
hx-get="{% url 'installment_plan_add' %}"
hx-trigger="click, installment from:window"
hx-target="#generic-offcanvas">
<i class="fa-solid fa-divide me-2"></i>
{% translate "Installment" %}
</button>
<button class="btn btn-sm btn-outline-warning"
hx-get="{% url 'recurring_transaction_add' %}"
hx-trigger="click, balance from:window"
hx-target="#generic-offcanvas">
<i class="fa-solid fa-repeat me-2"></i>
{% translate "Recurring" %}
</button>
<button class="btn btn-sm btn-outline-info"
hx-get="{% url 'transactions_transfer' %}"
hx-target="#generic-offcanvas"
hx-trigger="click, add_transfer from:window"
hx-vals='{"year": {{ year }}}'>
<i class="fa-solid fa-money-bill-transfer me-2"></i>
{% translate "Transfer" %}
</button>
<button class="btn btn-sm btn-outline-info"
hx-get="{% url 'account_reconciliation' %}"
hx-trigger="click, balance from:window"
hx-target="#generic-offcanvas">
<i class="fa-solid fa-scale-balanced me-2"></i>
{% translate "Balance" %}
</button>
</div>
<c-ui.quick-transactions-buttons
:year="year"
:month="month"
></c-ui.quick-transactions-buttons>
</div>
</div>
<div class="row">

View File

@@ -3,13 +3,13 @@ volumes:
wygiwyh_temp:
services:
web: &django
web:
build:
context: .
dockerfile: ./docker/dev/django/Dockerfile
image: wygiwyh_dev_server
container_name: wygiwyh_dev_server
command: /start
command: /start-supervisor
volumes:
- ./app/:/usr/src/app/:z
- ./frontend/:/usr/src/frontend:z
@@ -54,12 +54,12 @@ services:
- '${SQL_PORT}:5432'
restart: unless-stopped
procrastinate:
<<: *django
image: wygiwyh_dev_procrastinate
container_name: wygiwyh_dev_procrastinate
depends_on:
- db
ports: [ ]
command: /start-procrastinate
restart: unless-stopped
# procrastinate:
# <<: *django
# image: wygiwyh_dev_procrastinate
# container_name: wygiwyh_dev_procrastinate
# depends_on:
# - db
# ports: [ ]
# command: /start-procrastinate
# restart: unless-stopped

View File

@@ -2,15 +2,13 @@ services:
web:
image: eitchtee/wygiwyh:latest
container_name: ${SERVER_NAME}
command: /start
command: /start-single
ports:
- "${OUTBOUND_PORT}:8000"
env_file:
- .env
depends_on:
- db
volumes:
- wygiwyh_temp:/usr/src/app/temp/
restart: unless-stopped
db:
@@ -23,18 +21,3 @@ services:
- POSTGRES_USER=${SQL_USER}
- POSTGRES_PASSWORD=${SQL_PASSWORD}
- POSTGRES_DB=${SQL_DATABASE}
procrastinate:
image: eitchtee/wygiwyh:latest
container_name: ${PROCRASTINATE_NAME}
depends_on:
- db
env_file:
- .env
volumes:
- wygiwyh_temp:/usr/src/app/temp/
command: /start-procrastinate
restart: unless-stopped
volumes:
wygiwyh_temp:

View File

@@ -10,6 +10,9 @@ RUN pip wheel --wheel-dir /usr/src/app/wheels -r requirements.txt
FROM python:3.11-slim-bookworm AS python-run-stage
ARG VERSION=dev
ENV APP_VERSION=$VERSION
WORKDIR /usr/src/app
ENV PYTHONDONTWRITEBYTECODE=1 \
@@ -18,7 +21,7 @@ ENV PYTHONDONTWRITEBYTECODE=1 \
COPY --from=python-build-stage /usr/src/app/wheels /wheels/
RUN apt-get update && \
apt-get install --no-install-recommends -y gettext && \
apt-get install --no-install-recommends -y gettext supervisor && \
rm -rf /var/lib/apt/lists/* && \
pip install --upgrade pip && \
pip install --no-cache-dir --no-index --find-links=/wheels/ /wheels/* && \
@@ -26,9 +29,15 @@ RUN apt-get update && \
COPY ./docker/dev/django/start /start
COPY ./docker/dev/procrastinate/start /start-procrastinate
COPY ./docker/dev/supervisord/supervisord.conf /etc/supervisor/conf.d/supervisord.conf
COPY ./docker/dev/supervisord/supervisord.conf /etc/supervisord.conf
COPY ./docker/dev/supervisord/start /start-supervisor
RUN sed -i 's/\r$//g' /start && \
chmod +x /start && \
sed -i 's/\r$//g' /start-procrastinate && \
chmod +x /start-procrastinate
chmod +x /start-procrastinate && \
sed -i 's/\r$//g' /start-supervisor && \
chmod +x /start-supervisor
COPY ./app .

View File

@@ -0,0 +1,9 @@
#!/bin/bash
set -o errexit
set -o pipefail
set -o nounset
export TASK_WORKERS=${TASK_WORKERS:=1}
exec supervisord -c /etc/supervisor/conf.d/supervisord.conf

View File

@@ -0,0 +1,39 @@
[supervisord]
nodaemon=true
logfile=/dev/null
logfile_maxbytes=0
pidfile=/tmp/supervisord.pid
user=root
[supervisorctl]
serverurl=unix:///run/supervisord.sock
[rpcinterface:supervisor]
supervisor.rpcinterface_factory = supervisor.rpcinterface:make_main_rpcinterface
[unix_http_server]
file=/run/supervisord.sock
chmod=0700
[program:web]
directory=/usr/src/app
command=/bin/bash /start
stdout_logfile=/dev/fd/1
stdout_logfile_maxbytes=0
stderr_logfile=/dev/fd/2
stderr_logfile_maxbytes=0
autorestart=true
startretries=5
[program:procrastinate]
directory=/usr/src/app
command=/bin/bash /start-procrastinate
process_name=%(program_name)s_%(process_num)02d
numprocs=%(ENV_TASK_WORKERS)s
numprocs_start=1
stdout_logfile=/dev/fd/1
stdout_logfile_maxbytes=0
stderr_logfile=/dev/fd/2
stderr_logfile_maxbytes=0
autorestart=true
startretries=5

View File

@@ -18,6 +18,10 @@ RUN --mount=type=cache,target=/root/.npm \
npm run build
FROM python:3.11-slim-bookworm AS python-run-stage
ARG VERSION=dev
ENV APP_VERSION=$VERSION
COPY --from=webpack_build /usr/src/frontend/build /usr/src/frontend/build
WORKDIR /usr/src/app
@@ -31,7 +35,7 @@ ENV PYTHONDONTWRITEBYTECODE=1 \
COPY --from=python-build-stage /usr/src/app/wheels /wheels/
RUN --mount=type=cache,target=/root/.cache/apt \
apt-get update && \
apt-get install --no-install-recommends -y gettext && \
apt-get install --no-install-recommends -y gettext supervisor && \
rm -rf /var/lib/apt/lists/* && \
pip install --upgrade pip && \
pip install --no-cache-dir --no-index --find-links=/wheels/ /wheels/* && \
@@ -39,10 +43,15 @@ RUN --mount=type=cache,target=/root/.cache/apt \
COPY --chown=app:app ./docker/prod/django/start /start
COPY --chown=app:app ./docker/prod/procrastinate/start /start-procrastinate
COPY --chown=app:app ./docker/prod/supervisord/supervisord.conf /etc/supervisor/conf.d/supervisord.conf
COPY --chown=app:app ./docker/prod/supervisord/supervisord.conf /etc/supervisord.conf
COPY --chown=app:app ./docker/prod/supervisord/start /start-single
RUN sed -i 's/\r$//g' /start && \
chmod +x /start && \
sed -i 's/\r$//g' /start-procrastinate && \
chmod +x /start-procrastinate
chmod +x /start-procrastinate && \
sed -i 's/\r$//g' /start-single && \
chmod +x /start-single
COPY --chown=app:app ./app .

View File

@@ -0,0 +1,9 @@
#!/bin/bash
set -o errexit
set -o pipefail
set -o nounset
export TASK_WORKERS=${TASK_WORKERS:=1}
exec supervisord -c /etc/supervisor/conf.d/supervisord.conf

View File

@@ -0,0 +1,37 @@
[supervisord]
nodaemon=true
logfile=/dev/null
logfile_maxbytes=0
pidfile=/tmp/supervisord.pid
[supervisorctl]
serverurl=unix:///tmp/supervisord.sock
[unix_http_server]
file=/tmp/supervisord.sock
chmod=0700
[program:web]
user=app
directory=/usr/src/app
command=/bin/bash /start
stdout_logfile=/dev/fd/1
stdout_logfile_maxbytes=0
stderr_logfile=/dev/fd/2
stderr_logfile_maxbytes=0
autorestart=true
startretries=5
[program:procrastinate]
user=app
directory=/usr/src/app
command=/bin/bash /start-procrastinate
process_name=%(program_name)s_%(process_num)02d
numprocs=%(ENV_TASK_WORKERS)s
numprocs_start=1
stdout_logfile=/dev/fd/1
stdout_logfile_maxbytes=0
stderr_logfile=/dev/fd/2
stderr_logfile_maxbytes=0
autorestart=true
startretries=5

View File

@@ -26,3 +26,4 @@ python-dateutil~=2.9.0.post0
simpleeval~=1.0.0
pydantic~=2.10.5
PyYAML~=6.0.2
mistune~=3.1.1