Files
WYGIWYH/app/templates/net_worth/net_worth.html
Herculino Trotta 605ece705e feat: fixes
2025-11-22 01:30:43 -03:00

487 lines
22 KiB
HTML

{% extends "layouts/base.html" %}
{% load currency_display %}
{% load crispy_forms_tags %}
{% load i18n %}
{% load month_name %}
{% load static %}
{% block title %}
{% if type == "current" %}
{% translate "Current Net Worth" %}
{% else %}
{% translate "Projected Net Worth" %}
{% endif %}
{% endblock title %}
{% block content %}
<div hx-trigger="every 60m, updated from:window"
hx-include="#view-type"
class="show-loading"
hx-get=""
hx-target="body">
<div class="h-full text-center mb-4 w-full">
<div class="tabs tabs-box mx-auto w-fit"
id="view-type"
_="on change trigger updated">
<label class="tab">
<input type="radio"
name="view_type"
class="tab"
aria-label="{% trans "Current" %}"
value="current"
{% if type == "current" %}checked{% endif %}/>
<i class="fa-solid fa-sack-dollar fa-fw me-2"></i>
{% trans "Current" %}
</label>
<label class="tab">
<input type="radio"
name="view_type"
class="tab"
aria-label="{% trans "Projected" %}"
value="projected"
{% if type == "projected" %}checked{% endif %}/>
<i class="fa-solid fa-rocket fa-fw me-2"></i>
{% trans "Projected" %}
</label>
</div>
</div>
<div class="container px-md-3 py-3"
_="init call initializeAccountChart() then initializeCurrencyChart() then initializeMonthlyDifferenceChart() end">
<div class="row gap-y-3">
<div class="col lg:col-5">
<div>
<c-ui.info-card color="yellow" icon="fa-solid fa-coins" title="{% trans "By currency" %}"
title_css_classes="cursor-pointer" _="on click showAllDatasetsCurrency()">
<ul class="menu bg-base-100 w-full rounded-box">
{% for currency in currency_net_worth.values %}
<li>
{% if currency.consolidated and currency.consolidated.total_final != currency.total_final %}
<a class="cursor-pointer select-auto flex justify-between items-center w-full"
_="on click showOnlyCurrencyDataset('{{ currency.currency.name }}')">
<span
class="currency-name text-start font-mono shrink text-ellipsis">{{ currency.currency.name }}</span>
<span class="text-end shrink-0">
<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 %}"
text-end></c-amount.display>
</div>
{% if currency.exchanged and currency.exchanged.total_final %}
<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" text-end
color="grey"></c-amount.display>
</div>
{% endif %}
</span>
</a>
<ul>
<li>
<a class="text-base-content/60 select-auto flex justify-between items-center w-full">
<span class="text-start shrink">{% trans "Consolidated" %}</span>
<span class="text-end shrink-0">
<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.consolidated.total_final > 0 %}green{% elif currency.consolidated.total_final < 0 %}red{% endif %}"
text-end></c-amount.display>
</span>
</a>
</li>
</ul>
{% else %}
<a class="cursor-pointer select-auto flex justify-between items-center w-full"
_="on click showOnlyCurrencyDataset('{{ currency.currency.name }}')">
<span class="currency-name text-start font-mono shrink">{{ currency.currency.name }}</span>
<span class="text-end shrink-0">
<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 %}"
text-end></c-amount.display>
</div>
{% if currency.exchanged and currency.exchanged.total_final %}
<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" text-end
color="grey"></c-amount.display>
</div>
{% endif %}
</span>
</a>
{% endif %}
</li>
{% endfor %}
</ul>
</c-ui.info-card>
</div>
</div>
<div class="col lg:col-7">
<div class="card bg-base-100">
<div class="card-body">
<div role="tablist" class="tabs tabs-border w-full" id="myTab">
<input type="radio"
name="networth_tabs"
role="tab"
class="tab"
aria-label="{% trans 'Evolution' %}"
id="tab-evolution"
checked="checked"/>
<div role="tabpanel" class="tab-content p-4" id="evolution-tab-pane">
<div class="chart-container relative min-h-[80vh] md:min-h-[40vh] h-full w-full">
<canvas id="currencyBalanceChart"></canvas>
</div>
</div>
<input type="radio"
name="networth_tabs"
role="tab"
class="tab"
aria-label="{% trans 'Difference' %}"
id="tab-diff"/>
<div role="tabpanel" class="tab-content p-4" id="diff-tab-pane">
<div class="chart-container relative min-h-[80vh] md:min-h-[40vh] h-full w-full">
<canvas id="monthlyDifferenceChart"></canvas>
</div>
</div>
</div>
</div>
</div>
</div>
</div>
<hr class="hr my-6"/>
<div class="row gap-y-3">
<div class="col lg:col-5">
<div>
<c-ui.info-card color="blue" icon="fa-solid fa-wallet" title="{% trans "By account" %}"
title_css_classes="cursor-pointer" _="on click showAllDatasetsAccount()">
<ul class="menu bg-base-100 w-full rounded-box">
{% regroup account_net_worth.values by account.group as account_data %}
{% for data in account_data %}
{% if data.grouper %}
<li>
<details open>
<summary class="select-auto">
<span class="badge badge-primary">{{ data.grouper }}</span>
</summary>
<ul>
{% for account in data.list %}
<li>
<a class="cursor-pointer select-auto flex justify-between items-center w-full"
_="on click showOnlyAccountDataset('{{ account.account.name }}')">
<span
class="account-name text-start font-mono shrink text-ellipsis">{{ account.account.name }}</span>
<span class="text-end shrink-0">
<div>
<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>
{% if account.exchanged and account.exchanged.total_final %}
<div>
<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"
color="grey" text-end></c-amount.display>
</div>
{% endif %}
</span>
</a>
</li>
{% endfor %}
</ul>
</details>
</li>
{% else %}
{% for account in data.list %}
<li>
<a class="cursor-pointer flex select-auto justify-between items-center w-full"
_="on click showOnlyAccountDataset('{{ account.account.name }}')">
<span class="account-name text-start font-mono shrink">{{ account.account.name }}</span>
<span class="text-end shrink-0">
<div>
<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>
{% if account.exchanged and account.exchanged.total_final %}
<div>
<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" color="grey"
text-end></c-amount.display>
</div>
{% endif %}
</span>
</a>
</li>
{% endfor %}
{% endif %}
{% endfor %}
</ul>
</c-ui.info-card>
</div>
</div>
<div class="col lg:col-7">
<div class="chart-container relative min-h-[80vh] md:min-h-[40vh] h-full card bg-base-100">
<div class="card-body">
<canvas id="accountBalanceChart"></canvas>
</div>
</div>
</div>
</div>
</div>
<script>
var currencyChart;
function initializeCurrencyChart() {
// Destroy existing chart if it exists
if (currencyChart) {
currencyChart.destroy();
}
var chartData = JSON.parse('{{ chart_data_currency_json|safe }}');
var currencies = {{ currencies|safe }};
var ctx = document.getElementById('currencyBalanceChart').getContext('2d');
currencyChart = new Chart(ctx, {
type: 'line',
data: chartData,
options: {
maintainAspectRatio: false,
responsive: true,
interaction: {
mode: 'index',
intersect: false,
},
plugins: {
title: {
display: true,
text: '{% translate 'Evolution by currency' %}'
},
tooltip: {
mode: 'index',
intersect: false
}
},
scales: {
x: {
display: true,
title: {
display: false,
}
},
...Object.fromEntries(currencies.map((currency, i) => [
`y${i}`,
{
type: 'linear',
display: true,
grid: {
drawOnChartArea: i === 0,
drawTicks: false,
},
ticks: {
display: false,
format: {maximumFractionDigits: 40, minimumFractionDigits: 0}
},
border: {
display: false
}
}
]))
}
}
});
}
</script>
<script id="accountBalanceChartScript">
var accountChart;
function initializeAccountChart() {
// Destroy existing chart if it exists
if (accountChart) {
accountChart.destroy();
}
var chartData = JSON.parse('{{ chart_data_accounts_json|safe }}');
var accounts = {{ accounts|safe }};
var ctx = document.getElementById('accountBalanceChart').getContext('2d');
accountChart = new Chart(ctx, {
type: 'line',
data: chartData,
options: {
maintainAspectRatio: false,
responsive: true,
interaction: {
mode: 'index',
intersect: false,
},
stacked: false,
plugins: {
title: {
display: true,
text: '{% translate "Evolution by account" %}'
},
tooltip: {
mode: 'index',
intersect: false
}
},
scales: {
x: {
display: true,
title: {
display: false,
}
},
...Object.fromEntries(accounts.map((account, i) => [
`y-axis-${i}`,
{
type: 'linear',
display: true,
position: i % 2 === 0 ? 'left' : 'right',
grid: {
drawOnChartArea: i === 0,
drawTicks: false,
},
ticks: {
display: false,
format: {maximumFractionDigits: 40, minimumFractionDigits: 0}
},
border: {
display: false
}
}
]))
}
}
});
}
</script>
<script id="monthlyDifferenceChartScript">
var monthlyDifferenceChart;
function initializeMonthlyDifferenceChart() {
if (monthlyDifferenceChart) {
monthlyDifferenceChart.destroy();
}
var chartData = JSON.parse('{{ chart_data_monthly_difference_json|safe }}');
var ctx = document.getElementById('monthlyDifferenceChart').getContext('2d');
monthlyDifferenceChart = new Chart(ctx, {
type: 'bar',
data: chartData,
options: {
maintainAspectRatio: false,
responsive: true,
interaction: {
mode: 'index',
intersect: false,
},
plugins: {
title: {
display: true,
text: '{% translate "Difference" %}'
},
tooltip: {
mode: 'index',
intersect: false
}
},
scales: {
x: {
stacked: true,
},
y: {
stacked: true,
border: {
display: true,
},
grid: {
drawTicks: false,
},
ticks: {
display: false,
format: {
maximumFractionDigits: 40,
minimumFractionDigits: 0
}
},
},
y1: {
position: 'right',
display: true,
grid: {
drawOnChartArea: false,
drawTicks: false,
},
border: {
display: true,
},
ticks: {
display: false,
}
}
}
}
});
}
</script>
<script type="text/hyperscript">
def showOnlyAccountDataset(datasetName)
for dataset in accountChart.data.datasets
set isMatch to dataset.label is datasetName
call accountChart.setDatasetVisibility(accountChart.data.datasets.indexOf(dataset), isMatch)
end
call accountChart.update()
end
def showOnlyCurrencyDataset(datasetName)
for dataset in currencyChart.data.datasets
set isMatch to dataset.label is datasetName
call currencyChart.setDatasetVisibility(currencyChart.data.datasets.indexOf(dataset), isMatch)
end
call currencyChart.update()
for dataset in monthlyDifferenceChart.data.datasets
set isMatch to dataset.label is datasetName
call monthlyDifferenceChart.setDatasetVisibility(monthlyDifferenceChart.data.datasets.indexOf(dataset), isMatch)
end
call monthlyDifferenceChart.update()
end
def showAllDatasetsAccount()
for dataset in accountChart.data.datasets
call accountChart.setDatasetVisibility(accountChart.data.datasets.indexOf(dataset), true)
end
call accountChart.update()
end
def showAllDatasetsCurrency()
for dataset in currencyChart.data.datasets
call currencyChart.setDatasetVisibility(currencyChart.data.datasets.indexOf(dataset), true)
end
call currencyChart.update()
for dataset in monthlyDifferenceChart.data.datasets
call monthlyDifferenceChart.setDatasetVisibility(monthlyDifferenceChart.data.datasets.indexOf(dataset), true)
end
call monthlyDifferenceChart.update()
end
</script>
</div>
<c-ui.transactions_fab></c-ui.transactions_fab>
{% endblock content %}