Files
WYGIWYH/app/templates/net_worth/net_worth.html
Herculino Trotta d81d89d9f6 feat: auto-refresh overview and networth pages (10m for overview and 1h for networth)
Useful if you want to leave WYGIWYH open in a fixed tab
2025-07-12 02:26:15 -03:00

324 lines
14 KiB
HTML

{% extends "layouts/base.html" %}
{% load currency_display %}
{% load crispy_forms_tags %}
{% load i18n %}
{% load month_name %}
{% load static %}
{% load webpack_loader %}
{% block title %}{% if type == "current" %}{% translate 'Current Net Worth' %}{% else %}{% translate 'Projected Net Worth' %}{% endif %}{% endblock %}
{% block content %}
<div hx-trigger="every 60m" class="show-loading" hx-get="" hx-target="body">
<div class="container px-md-3 py-3" _="init call initializeAccountChart() then initializeCurrencyChart() end">
<div class="row gx-xl-4 gy-3 mb-4">
<div class="col-12 col-xl-5">
<div class="row row-cols-1 g-4">
<div class="col">
<c-ui.info-card color="yellow" icon="fa-solid fa-coins" title="{% trans 'By currency' %}"
_="on click showAllDatasetsCurrency()">
{% for currency in currency_net_worth.values %}
<div class="d-flex justify-content-between mt-2">
<div class="d-flex align-items-baseline w-100">
<div class="currency-name text-start font-monospace tw:text-gray-300"
_="on click showOnlyCurrencyDataset('{{ currency.currency.name }}')">
{{ currency.currency.name }}
</div>
<div class="dotted-line flex-grow-1"></div>
<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>
</div>
</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 %}
{% if currency.consolidated and currency.consolidated.total_final != currency.total_final %}
<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.consolidated.total_final > 0 %}green{% elif currency.consolidated.total_final < 0 %}red{% endif %}"
text-end></c-amount.display>
</div>
</div>
{% endif %}
{% endfor %}
</c-ui.info-card>
</div>
</div>
</div>
<div class="col-12 col-xl-7">
<div class="chart-container position-relative tw:min-h-[40vh] tw:h-full">
<canvas id="currencyBalanceChart"></canvas>
</div>
</div>
</div>
<hr>
<div class="row gx-xl-4 gy-3 mt-4">
<div class="col-12 col-xl-5">
<div class="row row-cols-1 g-4">
<div class="col">
<c-ui.info-card color="blue" icon="fa-solid fa-wallet" title="{% trans 'By account' %}"
_="on click showAllDatasetsAccount()">
{% regroup account_net_worth.values by account.group as account_data %}
{% for data in account_data %}
{% if data.grouper %}
<div class="d-flex justify-content-between mt-2">
<div class="d-flex align-items-baseline w-100">
<div class="text-start font-monospace tw:text-gray-300"><span class="badge text-bg-primary">
{{ data.grouper }}</span></div>
</div>
</div>
{% for account in data.list %}
<div class="d-flex justify-content-between mt-2">
<div class="d-flex align-items-baseline w-100">
<div class="account-name text-start font-monospace tw:text-gray-300"
_="on click showOnlyAccountDataset('{{ account.account.name }}')">
<span class="hierarchy-line-icon"></span>{{ account.account.name }}</div>
<div class="dotted-line flex-grow-1"></div>
<div class="">
<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>
</div>
{% if account.exchanged and account.exchanged.total_final %}
<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>
{% endif %}
{% endfor %}
{% else %}
{% for account in data.list %}
<div class="d-flex justify-content-between mt-2">
<div class="d-flex align-items-baseline w-100">
<div class="account-name text-start font-monospace tw:text-gray-300"
_="on click showOnlyAccountDataset('{{ account.account.name }}')">
{{ account.account.name }}
</div>
<div class="dotted-line flex-grow-1"></div>
<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>
</div>
</div>
{% if account.exchanged and account.exchanged.total_final %}
<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>
{% endif %}
{% endfor %}
{% endif %}
{% endfor %}
</c-ui.info-card>
</div>
</div>
</div>
<div class="col-12 col-xl-7">
<div class="chart-container position-relative tw:min-h-[40vh] tw:h-full">
<canvas id="accountBalanceChart"></canvas>
</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${i}`,
{
type: 'linear',
display: true,
grid: {
drawOnChartArea: i === 0,
},
ticks: {
display: false,
format: {maximumFractionDigits: 40, minimumFractionDigits: 0}
},
border: {
display: false
}
}
]))
}
}
});
}
</script>
<script id="accountBalanceChartScript">
var accountChart;
function initializeAccountChart() {
// Destroy existing chart if it exists
if (accountChart) {
accountChart.destroy();
}
var chartData = JSON.parse('{{ chart_data_accounts_json|safe }}');
var accounts = {{ accounts|safe }};
var ctx = document.getElementById('accountBalanceChart').getContext('2d');
accountChart = new Chart(ctx, {
type: 'line',
data: chartData,
options: {
maintainAspectRatio: false,
responsive: true,
interaction: {
mode: 'index',
intersect: false,
},
stacked: false,
plugins: {
title: {
display: true,
text: '{% translate "Evolution by account" %}'
},
tooltip: {
mode: 'index',
intersect: false
}
},
scales: {
x: {
display: true,
title: {
display: false,
}
},
...Object.fromEntries(accounts.map((account, i) => [
`y-axis-${i}`,
{
type: 'linear',
display: true,
position: i % 2 === 0 ? 'left' : 'right',
grid: {
drawOnChartArea: i === 0,
},
ticks: {
display: false,
format: {maximumFractionDigits: 40, minimumFractionDigits: 0}
},
border: {
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()
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()
end
</script>
</div>
{% endblock %}