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 from apps.common.decorators.htmx import only_htmx from apps.common.utils.dicts import remove_falsey_entries from apps.monthly_overview.utils.daily_spending_allowance import ( calculate_daily_allowance_currency, ) from apps.transactions.filters import TransactionsFilter 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 @login_required def index(request): now = timezone.localdate(timezone.now()) return redirect(to="monthly_overview", month=now.month, year=now.year) @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 raise Http404("Month is out of range") next_month = 1 if month == 12 else month + 1 next_year = year + 1 if next_month == 1 and month == 12 else year previous_month = 12 if month == 1 else month - 1 previous_year = year - 1 if previous_month == 12 and month == 1 else year f = TransactionsFilter(request.GET) return render( request, "monthly_overview/pages/overview.html", context={ "month": month, "year": year, "next_month": next_month, "next_year": next_year, "previous_month": previous_month, "previous_year": previous_year, "filter": f, "order": order, "summary_tab": summary_tab, }, ) @only_htmx @login_required @require_http_methods(["GET"]) def transactions_list(request, month: int, year: int): 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 = f.qs.filter( reference_date__year=year, reference_date__month=month, ).prefetch_related( "account", "account__group", "category", "tags", "account__exchange_currency", "account__currency", "installment_plan", "entities", "dca_expense_entries", "dca_income_entries", ) transactions_filtered = default_order(transactions_filtered, order=order) return render( request, "monthly_overview/fragments/list.html", context={"transactions": transactions_filtered}, ) @only_htmx @login_required @require_http_methods(["GET"]) def monthly_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, account__is_asset=False, ) .exclude(Q(Q(category__mute=True) & ~Q(category=None)) | Q(mute=True)) .exclude(account__in=request.user.untracked_accounts.all()) ) data = calculate_currency_totals(base_queryset, ignore_empty=True) percentages = calculate_percentage_distribution(data) context = { "income_current": remove_falsey_entries(data, "income_current"), "income_projected": remove_falsey_entries(data, "income_projected"), "expense_current": remove_falsey_entries(data, "expense_current"), "expense_projected": remove_falsey_entries(data, "expense_projected"), "total_current": remove_falsey_entries(data, "total_current"), "total_final": remove_falsey_entries(data, "total_final"), "total_projected": remove_falsey_entries(data, "total_projected"), "daily_spending_allowance": calculate_daily_allowance_currency( currency_totals=data, month=month, year=year ), "percentages": percentages, } return render( request, "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(Q(category__mute=True) & ~Q(category=None)) | Q(mute=True)) 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(Q(category__mute=True) & ~Q(category=None)) | Q(mute=True)) .exclude(account__in=request.user.untracked_accounts.all()) ) 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, )