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465 lines
18 KiB
HTML
465 lines
18 KiB
HTML
{% load currency_display %}
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{% load i18n %}
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<div class="container-fluid px-md-3 py-3 column-gap-5">
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<div class="d-lg-flex justify-content-between mb-3 w-100">
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<div class="tw-text-3xl fw-bold font-monospace d-flex align-items-center">
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{{ strategy.name }}
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</div>
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<div class="tw-text-sm text-lg-end mt-2 mt-lg-0">
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<div class="mb-2">
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<span class="badge rounded-pill text-bg-secondary">{{ strategy.payment_currency.name }}</span> x <span class="badge rounded-pill text-bg-secondary">{{ strategy.target_currency.name }}</span>
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</div>
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<div>
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{% if strategy.current_price %}
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<c-amount.display
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:amount="strategy.current_price.0"
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:prefix="strategy.payment_currency.prefix"
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:suffix="strategy.payment_currency.suffix"
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:decimal_places="strategy.payment_currency.decimal_places">
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• {{ strategy.current_price.1|date:"SHORT_DATETIME_FORMAT" }}
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</c-amount.display>
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{% else %}
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<div class="tw-text-red-400">{% trans "No exchange rate available" %}</div>
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{% endif %}
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</div>
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</div>
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</div>
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<div class="row gy-3 gx-3">
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<div class="col-xl-6 col">
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<div class="card">
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<div class="card-body">
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{% spaceless %}
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<div class="card-title tw-text-xl">{% trans "Entries" %}<span>
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<a class="text-decoration-none p-1 category-action"
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role="button"
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data-bs-toggle="tooltip"
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data-bs-title="{% translate "Add" %}"
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hx-get="{% url 'dca_entry_add' strategy_id=strategy.id %}"
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hx-target="#generic-offcanvas">
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<i class="fa-solid fa-circle-plus fa-fw"></i>
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</a>
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</span>
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</div>
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{% endspaceless %}
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{% if entries %}
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<div class="table-responsive">
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<table class="table table-hover text-nowrap">
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<thead>
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<tr>
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<th></th>
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<th>{% trans "Date" %}</th>
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<th>{% trans "Amount Received" %}</th>
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<th>{% trans "Amount Paid" %}</th>
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<th>{% trans "Current Value" %}</th>
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<th>{% trans "P/L" %}</th>
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</tr>
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</thead>
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<tbody>
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{% for entry in entries %}
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<tr>
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<td class="col-auto">
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<div class="btn-group" role="group" aria-label="{% translate 'Actions' %}">
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<a class="btn btn-secondary btn-sm"
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role="button"
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data-bs-toggle="tooltip"
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data-bs-title="{% translate "Edit" %}"
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hx-get="{% url 'dca_entry_edit' entry_id=entry.id strategy_id=entry.strategy.id %}"
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hx-target="#generic-offcanvas"
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hx-swap="innerHTML">
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<i class="fa-solid fa-pencil fa-fw"></i></a>
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<a class="btn btn-secondary btn-sm text-danger"
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role="button"
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data-bs-toggle="tooltip"
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data-bs-title="{% translate "Delete" %}"
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hx-delete="{% url 'dca_entry_delete' entry_id=entry.id strategy_id=entry.strategy.id %}"
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hx-trigger='confirmed'
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hx-swap="innerHTML"
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data-bypass-on-ctrl="true"
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data-title="{% translate "Are you sure?" %}"
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data-text="{% translate "You won't be able to revert this!" %}"
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data-confirm-text="{% translate "Yes, delete it!" %}"
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_="install prompt_swal"><i class="fa-solid fa-trash fa-fw"></i></a>
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</div>
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</td>
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<td>{{ entry.date|date:"SHORT_DATE_FORMAT" }}</td>
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<td>
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<c-amount.display
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:amount="entry.amount_received"
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:prefix="entry.strategy.target_currency.prefix"
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:suffix="entry.strategy.target_currency.suffix"
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:decimal_places="entry.strategy.target_currency.decimal_places"></c-amount.display>
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</td>
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<td title="{% currency_display amount=entry.entry_price prefix=entry.strategy.payment_currency.prefix suffix=entry.strategy.payment_currency.suffix decimal_places=entry.strategy.payment_currency.decimal_places %}">
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<c-amount.display
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:amount="entry.amount_paid"
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:prefix="entry.strategy.payment_currency.prefix"
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:suffix="entry.strategy.payment_currency.suffix"
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:decimal_places="entry.strategy.payment_currency.decimal_places"></c-amount.display>
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</td>
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<td>
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<c-amount.display
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:amount="entry.current_value"
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:prefix="entry.strategy.payment_currency.prefix"
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:suffix="entry.strategy.payment_currency.suffix"
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:decimal_places="entry.strategy.payment_currency.decimal_places"></c-amount.display>
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</td>
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<td>
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{% if entry.profit_loss_percentage > 0 %}
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<span class="badge text-bg-success"><i
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class="fa-solid fa-up-long me-2"></i>{{ entry.profit_loss_percentage|floatformat:"2g" }}%</span>
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{% elif entry.profit_loss_percentage < 0 %}
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<span class="badge text-bg-danger"><i
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class="fa-solid fa-down-long me-2"></i>{{ entry.profit_loss_percentage|floatformat:"2g" }}%</span>
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{% endif %}
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</td>
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</tr>
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{% endfor %}
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</tbody>
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</table>
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</div>
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{% else %}
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<c-msg.empty
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title="{% translate 'No entries for this DCA' %}"
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subtitle="{% translate "Try adding one" %}" remove-padding></c-msg.empty>
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{% endif %}
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</div>
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</div>
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</div>
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<div class="col-xl-6 col">
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<div class="row row-cols-1 row-cols-md-2 row-cols-xl-3 gy-3 gx-3">
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<div class="col">
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<div class="card h-100">
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<div class="card-body">
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<h5 class="card-title">{% trans "Total Invested" %}</h5>
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<div class="card-text">
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<c-amount.display
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:amount="strategy.total_invested"
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:prefix="strategy.payment_currency.prefix"
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:suffix="strategy.payment_currency.suffix"
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:decimal_places="strategy.payment_currency.decimal_places"></c-amount.display>
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</div>
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</div>
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</div>
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</div>
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<div class="col">
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<div class="card h-100">
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<div class="card-body">
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<h5 class="card-title">{% trans "Total Received" %}</h5>
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<div class="card-text">
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<c-amount.display
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:amount="strategy.total_received"
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:prefix="strategy.target_currency.prefix"
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:suffix="strategy.target_currency.suffix"
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:decimal_places="strategy.target_currency.decimal_places"></c-amount.display>
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</div>
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</div>
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</div>
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</div>
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<div class="col">
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<div class="card h-100">
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<div class="card-body">
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<h5 class="card-title">{% trans "Current Total Value" %}</h5>
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<div class="card-text">
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<c-amount.display
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:amount="strategy.current_total_value"
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:prefix="strategy.payment_currency.prefix"
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:suffix="strategy.payment_currency.suffix"
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:decimal_places="strategy.payment_currency.decimal_places"></c-amount.display>
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</div>
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</div>
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</div>
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</div>
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<div class="col">
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<div class="card h-100">
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<div class="card-body">
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<h5 class="card-title">{% trans "Average Entry Price" %}</h5>
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<div class="card-text">
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<c-amount.display
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:amount="strategy.average_entry_price"
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:prefix="strategy.payment_currency.prefix"
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:suffix="strategy.payment_currency.suffix"
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:decimal_places="strategy.payment_currency.decimal_places"></c-amount.display>
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</div>
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</div>
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</div>
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</div>
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<div class="col">
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<div class="card h-100">
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<div class="card-body">
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<h5 class="card-title">{% trans "Total P/L" %}</h5>
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<div
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class="card-text {% if strategy.total_profit_loss >= 0 %}tw-text-green-400{% else %}tw-text-red-400{% endif %}">
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<c-amount.display
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:amount="strategy.total_profit_loss"
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:prefix="strategy.payment_currency.prefix"
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:suffix="strategy.payment_currency.suffix"
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:decimal_places="strategy.payment_currency.decimal_places">
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</c-amount.display>
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</div>
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</div>
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</div>
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</div>
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<div class="col">
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<div class="card h-100">
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<div class="card-body">
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<h5 class="card-title">{% trans "Total % P/L" %}</h5>
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<div
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class="card-text {% if strategy.total_profit_loss >= 0 %}tw-text-green-400{% else %}tw-text-red-400{% endif %}">
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{{ strategy.total_profit_loss_percentage|floatformat:2 }}%
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</div>
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</div>
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</div>
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</div>
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</div>
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<div class="row mt-4">
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<div class="col-12"
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_="on htmx:afterSettle from #strategy-details
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set perfomancectx to #performanceChart.getContext('2d')
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js(perfomancectx)
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new Chart(perfomancectx, {
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type: 'line',
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data: {
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labels: [{% for entry in entries_data %}'{{ entry.entry.date|date:"SHORT_DATE_FORMAT" }}'{% if not forloop.last %}, {% endif %}{% endfor %}],
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datasets: [{
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label: '{% trans "P/L %" %}',
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data: [{% for entry in entries_data %}{{ entry.profit_loss_percentage|floatformat:"-40u" }}{% if not forloop.last %}, {% endif %}{% endfor %}],
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stepped: true,
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segment: {
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borderColor: ctx => {
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const gradient = ctx.chart.ctx.createLinearGradient(ctx.p0.x, 0, ctx.p1.x, 0);
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if (ctx.p0.parsed.y >= 0 && ctx.p1.parsed.y >= 0) {
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// Both positive - solid green
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gradient.addColorStop(0, 'rgb(75, 192, 75)');
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gradient.addColorStop(1, 'rgb(75, 192, 75)');
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} else if (ctx.p0.parsed.y < 0 && ctx.p1.parsed.y < 0) {
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// Both negative - solid red
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gradient.addColorStop(0, 'rgb(255, 99, 132)');
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gradient.addColorStop(1, 'rgb(255, 99, 132)');
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} else if (ctx.p0.parsed.y >= 0 && ctx.p1.parsed.y < 0) {
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// Positive to negative - green to red
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gradient.addColorStop(0, 'rgb(75, 192, 75)');
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gradient.addColorStop(1, 'rgb(255, 99, 132)');
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} else {
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// Negative to positive - red to green
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gradient.addColorStop(0, 'rgb(255, 99, 132)');
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gradient.addColorStop(1, 'rgb(75, 192, 75)');
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}
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return gradient;
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}
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},
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fill: false,
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borderWidth: 2
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}]
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},
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options: {
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responsive: true,
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scales: {
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y: {
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beginAtZero: false
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},
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x: {
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ticks: {
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display: false
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}
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}
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},
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plugins: {
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tooltip: {
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mode: 'index',
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intersect: false
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},
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legend: {
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display: false,
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},
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title: {
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display: false,
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}
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}
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}
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})
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end
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">
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<div class="card">
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<div class="card-body">
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<h5 class="card-title">{% trans "Performance Over Time" %}</h5>
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<canvas id="performanceChart"></canvas>
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</div>
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</div>
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</div>
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</div>
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<div class="row mt-4">
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<div class="col-12"
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_="on htmx:afterSettle from #strategy-details
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set pricectx to #priceChart.getContext('2d')
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set priceData to {{ price_comparison_data|safe }}
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js(pricectx, priceData)
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new Chart(pricectx, {
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type: 'bar',
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data: {
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labels: priceData.labels,
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datasets: [
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{
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label: '{% trans "Entry Price" %}',
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data: priceData.entry_prices,
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backgroundColor: 'rgba(54, 162, 235, 0.5)',
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borderColor: 'rgba(54, 162, 235, 1)',
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borderWidth: 1,
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yAxisID: 'y'
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},
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{
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label: '{% trans "Current Price" %}',
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data: priceData.current_prices,
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backgroundColor: 'rgba(75, 192, 192, 0.5)',
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borderColor: 'rgba(75, 192, 192, 1)',
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borderWidth: 1,
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yAxisID: 'y'
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},
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{
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label: '{% trans "Amount Bought" %}',
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data: priceData.amounts_bought,
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type: 'line',
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borderColor: 'rgba(255, 99, 132, 1)',
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borderWidth: 2,
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fill: false,
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yAxisID: 'y1',
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tension: 0.1
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}
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]
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},
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options: {
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responsive: true,
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interaction: {
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mode: 'index',
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intersect: false,
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},
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scales: {
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x: {
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grid: {
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display: false
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},
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title: {
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display: false,
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}
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},
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y: {
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type: 'linear',
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display: true,
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position: 'left',
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beginAtZero: true,
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title: {
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display: false,
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},
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ticks: {
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format: { maximumFractionDigits: 40, minimumFractionDigits: 1 }
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}
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},
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y1: {
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type: 'linear',
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display: true,
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position: 'right',
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beginAtZero: true,
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grid: {
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drawOnChartArea: false
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},
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title: {
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display: false,
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},
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ticks: {
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format: { maximumFractionDigits: 40, minimumFractionDigits: 1 }
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}
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}
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},
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plugins: {
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legend: {
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position: 'top'
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},
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title: {
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display: false,
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}
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}
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}
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})
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end
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">
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<div class="card">
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<div class="card-body">
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<h5 class="card-title">{% trans "Entry Price vs Current Price" %}</h5>
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<canvas id="priceChart"></canvas>
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</div>
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</div>
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</div>
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</div>
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<div class="row mt-4">
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<div class="col-12"
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_="on htmx:afterSettle from #strategy-details
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set frequencyctx to #frequencyChart.getContext('2d')
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js(frequencyctx)
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new Chart(frequencyctx, {
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type: 'line',
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data: {
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labels: {{ investment_frequency.labels|safe }},
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datasets: [{
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label: '{% trans "Days Between Investments" %}',
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data: {{ investment_frequency.intervals_line|safe }},
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borderColor: 'rgba(54, 162, 235, 1)',
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backgroundColor: 'rgba(54, 162, 235, 0.1)',
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fill: false,
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tension: 0
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}]
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},
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options: {
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responsive: true,
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scales: {
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x: {
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grid: {
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display: true
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},
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title: {
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display: false,
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},
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ticks: {
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display: false
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}
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},
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y: {
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beginAtZero: false,
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title: {
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display: false
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}
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}
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},
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plugins: {
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tooltip: {
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mode: 'index',
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intersect: false
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},
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legend: {
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display: false,
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},
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title: {
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display: false,
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}
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}
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}
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})
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end
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">
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<div class="card">
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<div class="card-body">
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<h5 class="card-title">{% trans "Investment Frequency" %}</h5>
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<p class="card-text tw-text-gray-400">
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{% trans "The straighter the blue line, the more consistent your DCA strategy is." %}
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</p>
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<canvas id="frequencyChart"></canvas>
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</div>
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</div>
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</div>
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</div>
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</div>
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</div>
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</div>
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