Some improvements to the visual part of the dashboard

expenses_manager/expenses/templates/expenses/dashboard.html

@@ -15,6 +15,12 @@
         <!-- Filters -->
         <!-- ========================= -->
         
+        <div>
+            <a href="{% url 'dashboard' %}?period=this_month">Este mes</a> | 
+            <a href="{% url 'dashboard' %}?period=last_month">Mes anterior</a> | 
+            <a href="{% url 'dashboard' %}?period=this_year">Este año</a>
+        </div>
+
         <form method="get" class="filters">
             <label>
                 Año:
@@ -70,7 +76,7 @@
 
             <div class="kpi">
                 <h3>Total</h3>
-                <p>{{ kpi_total }}</p>
+                <p>{{ kpi_total }}€</p>
             </div>
 
             <div class="kpi">
@@ -96,17 +102,16 @@
                     </p>
                 {% endif %}
 
-                <p>
+                <div>
                     Diferencia:
-                    {% if kpi_difference > 0 %}
+                    {% if kpi_trend == "up" %}
-                        <span>▲</span>
+                        <span style="color:red;">▲ {{ kpi_difference|floatformat:2 }}€</span>
-                    {% elif kpi_difference < 0 %}
+                    {% elif kpi_trend == "down" %}
-                        <span>▼</span>
+                        <span style="color:green;">▼ {{ kpi_difference|floatformat:2 }}€</span>
                     {% else %}
-                        <span>=</span>
+                        <span>0€</span>
-                    {% endif %} 
+                    {% endif %}                     
-                    <strong>{{ kpi_difference|floatformat:2 }}</strong>
+                </div>
-                </p>
                 <p>
                     Variación:
                     {% if kpi_percentage is not None %}
@@ -123,26 +128,30 @@
         <!-- ========================= -->
         <h2>Gastos por categoría</h2>
         
-        <table>
+        {% if not by_category %}
-            <thead>
+            <p>No hay gastos para este periodo.</p>
-                <tr>
+        {% else %}
-                    <th>Categoría</th>
+            <table>
-                    <th>Total</th>
+                <thead>
-                </tr>
-            </thead>
-            <tbody>
-                {% for row in by_category %}
                     <tr>
-                        <td>{{ row.category__name }}</td>
+                        <th>Categoría</th>
-                        <td>{{ row.total }}</td>
+                        <th>Total</th>
                     </tr>
-                {% empty %}
+                </thead>
-                    <tr>
+                <tbody>
-                        <td colspan="2">Sin datos</td>
+                    {% for row in by_category %}
-                    </tr>
+                        <tr>
-                {% endfor %}
+                            <td>{{ row.category__name }}</td>
-            </tbody>
+                            <td>{{ row.total }}</td>
-        </table>
+                        </tr>
+                    {% empty %}
+                        <tr>
+                            <td colspan="2">Sin datos</td>
+                        </tr>
+                    {% endfor %}
+                </tbody>
+            </table>
+        {% endif %}
         
         {% if compare_enabled %}
             <h3>Comparativa por categoría</h3>
@@ -164,9 +173,9 @@
                         <td>{{ row.previous }}</td>
                         <td>
                             {% if row.difference > 0 %}
-                                ▲ {{ row.difference }}
+                                <span style="color:red;">▲ {{ row.difference }}</span>
                             {% elif row.difference < 0 %}
-                                ▼ {{ row.difference }}
+                                <span style="color:green;">▼ {{ row.difference }}</span>
                             {% else %}
                                 =
                             {% endif %}

expenses_manager/expenses/views.py

@@ -115,6 +115,7 @@ def dashboard(request):
     # ------------------
     year = _get_int(request.GET.get('year'))
     month = _get_int(request.GET.get('month'))
+    period = request.GET.get('period')
     
     current_year = date.today().year
     
@@ -128,6 +129,24 @@ def dashboard(request):
     # -----------------
     expenses = Expense.objects.filter(owner=request.user)
     
+    today = date.today()
+        
+    if period == 'this_month':
+        selected_year = today.year
+        selected_month = today.month
+    
+    elif period == 'last_month':
+        if today.month == 1:
+            selected_year = today.year - 1
+            selected_month = 12
+        else:
+            selected_year = today.year
+            selected_month = today.month
+    
+    elif period == 'this_year':
+        selected_year = today.year
+        selected_month = None
+    
     expenses_filtered = expenses.filter(date__year=selected_year)
 
     if selected_month:
@@ -211,7 +230,7 @@ def dashboard(request):
     
     if compare_enabled:
         previous_expenses = Expense.objects.filter(owner=request.user)
-        
+
         if selected_month:
             # Monthly compare
             if selected_month == 1:
@@ -239,7 +258,16 @@ def dashboard(request):
         difference = total_amount - previous_total
         
         if previous_total:
-            percentage = (difference / previous_total) * 100
+            percentage = (difference / previous_total) * 100 
+        
+    kpi_trend = None
+    if difference is not None:
+        if difference > 0:
+            kpi_trend = 'up'
+        elif difference < 0:
+            kpi_trend = 'down'
+        else:
+            kpi_trend = 'equal'
 
     # ------------------
     # Previous expenses by category
@@ -295,4 +323,5 @@ def dashboard(request):
         'kpi_difference': difference,
         'kpi_percentage': percentage,
         'category_comparison': category_comparison,
+        'kpi_trend': kpi_trend,
     })