jkuijperm/expenses_manager
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Added the comparative table

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JKuijperM 2026-06-11 18:06:43 +02:00
parent 53253bcc83
commit 14e0ee7a76
2 changed files with 53 additions and 3 deletions
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39
expenses_manager/expenses/templates/expenses/dashboard.html
View File

@ -142,11 +142,24 @@
<span class="kpi-label">Categorías</span>
<span class="kpi-value">{{ kpi_categories }}</span>
</div>
<div class="kpi-card">
<span class="kpi-label"> Media diaria</span>
<span class="kpi-value">{{ daily_average|floatformat:2 }}€ / día</span>
</div>
{% if selected_month == today.month and selected_year == today.year %}
<div class="kpi-card" style="border-left: 4px solid #ff9f43;">
<span class="kpi-label">Proyección fin de mes</span>
<span class="kpi-value">{{ projected_end_of_month|floatformat:2 }}€</span>
<small style="color: gray; display:block;">Basado en tu ritmo de gasto actual</small>
</div>
{% endif %}
</section>
{% if compare_enabled %}
<section class="comparison">
<h3>📊 Resumen comparativo</h3>
<h3>Resumen comparativo</h3>
<p>
Gastos periodo actual: <strong>{{ kpi_total|floatformat:2 }} €</strong><br>
Gastos periodo anterior: <strong>{{ kpi_previous_total|floatformat:2 }} €</strong><br>
@ -158,6 +171,30 @@
{% if kpi_trend == "up" %}⚠️ Has gastado más que el periodo pasado. {% else %} ¡Bien! Has reducido tus gastos. {% endif %}
</small>
</p>
<h3>Desglose de cambios por categoría</h3>
<table>
<thead>
<tr>
<th>Categoría</th>
<th>Periodo Anterior</th>
<th>Periodo Actual</th>
<th>Variación</th>
</tr>
</thead>
<tbody>
{% for cat in category_comparison %}
<tr>
<td>{{ cat.category }}</td>
<td>{{ cat.previous|floatformat:2 }}€</td>
<td>{{ cat.current|floatformat:2 }}€</td>
<td style="font-weight: bold; color: {% if cat.difference > 0 %}#d9534f{% else %}#5cb85c{% endif %};">
{% if cat.difference > 0 %}+{% endif %}{{ cat.difference|floatformat:2 }}€
</td>
</tr>
{% endfor %}
</tbody>
</table>
</section>
{% endif %}

17
expenses_manager/expenses/views.py
View File

@ -354,6 +354,8 @@ def dashboard(request):
})
#Graphic
daily_average = 0
projected_end_of_month = 0
if selected_month:
by_day_qs = (
expenses_filtered.annotate(day=ExtractDay("date"))
@ -364,6 +366,14 @@ def dashboard(request):
import calendar
num_days = calendar.monthrange(selected_year, selected_month)[1]
if selected_year == today.year and selected_month == today.month:
days_passed = today.day
else:
days_passed = calendar.monthrange(selected_year, selected_month)[1]
daily_average = total_amount / days_passed if days_passed > 0 else 0
total_days_in_month = calendar.monthrange(selected_year, selected_month)[1]
projected_end_of_month = daily_average * total_days_in_month
chart_labels = list(range(1, num_days + 1))
chart_totals = [day_totals.get(d, 0) for d in chart_labels]
@ -378,7 +388,7 @@ def dashboard(request):
chart_labels = ["Ene", "Feb", "Mar", "Abr", "May", "Jun", "Jul", "Ago", "Sep", "Oct", "Nov", "Dic"]
chart_totals = [month_totals.get(m, 0) for m in range(1, 13)]
chart_type = "month"
year_list = (
Expense.objects.filter(owner=request.user)
.annotate(year=ExtractYear("date"))
@ -462,13 +472,14 @@ def dashboard(request):
# Recent expenses
recent_expenses = Expense.objects.filter(owner=request.user).order_by('-date', '-id')[:7]
# Send the data to the dashboard
return render(
request,
"expenses/dashboard.html",
{
"active_menu": "dashboard",
"today": today,
"by_category": by_category,
"by_category_chart": by_category_chart,
"chart_labels": chart_labels,
@ -495,6 +506,8 @@ def dashboard(request):
"period": period,
"goals": goals,
"recent_expenses": recent_expenses,
"daily_average": daily_average,
"projected_end_of_month": projected_end_of_month,
},
)