432 lines
11 KiB
Python
432 lines
11 KiB
Python
from datetime import date
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from .models import Category, Expense
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from .forms import ExpenseForm
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# from dateutli.relativedelta import relativedelta
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from django.db.models import Sum
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from django.contrib.auth import login
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from django.core.paginator import Paginator
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from django.utils.ipv6 import is_valid_ipv6_address
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from django.db.models.functions import ExtractMonth, ExtractYear
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from django.contrib.auth.decorators import login_required
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from django.shortcuts import get_object_or_404, render, redirect
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MONTHS = {
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1:'ENERO',
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2:'FEBRERO',
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3:'MARZO',
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4:'ABRIL',
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5:'MAYO',
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6:'JUNIO',
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7:'JULIO',
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8:'AGOSTO',
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9:'SEPTIEMBRE',
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10:'OCTUBRE',
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11:'NOVIEMBRE',
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12:'DICIEMBRE'
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}
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def _get_int(value):
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try:
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return int(value)
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except (TypeError, ValueError):
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return None
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def sub_months(year, month, n):
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month -= n
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while month <= 0:
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month += 12
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year -= 1
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return year, month
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@login_required
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def home(request):
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expenses = Expense.objects.filter(owner=request.user)
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# Last expenses
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last_expenses = (
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expenses
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.select_related('category')
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.order_by('-date')[:5]
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)
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# Simple KPIs (current month)
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today = date.today()
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month_expenses = expenses.filter(
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date__year=today.year,
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date__month=today.month
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)
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kpi_total = month_expenses.aggregate(
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total=Sum('amount')
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)['total'] or 0
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kpi_count = month_expenses.count()
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kpi_categories = (
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month_expenses
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.values('category')
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.distinct()
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.count()
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)
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six_months = []
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for i in range(5, -1, -1):
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y, m = sub_months(today.year, today.month, i)
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six_months.append((y, m))
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mini_data = []
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for y, m in six_months:
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total = expenses.filter(
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date__year=y,
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date__month=m
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).aggregate(total=Sum('amount'))['total'] or 0
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mini_data.append({
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'label': f'{m}/{y}',
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'total': float(total),
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})
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return render(request, 'expenses/home.html', {
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'last_expenses': last_expenses,
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'kpi_total': kpi_total,
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'kpi_count': kpi_count,
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'kpi_categories': kpi_categories,
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'mini_chart_labels': [x['label'] for x in mini_data],
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'mini_chart_data': [x['total'] for x in mini_data],
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})
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@login_required
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def expense_list(request):
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expenses = Expense.objects.filter(owner=request.user)
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categories = Category.objects.filter(owner=request.user)
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year_list = (
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Expense.objects.filter(owner=request.user)
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.dates('date', 'year')
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)
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months = list(range(1, 13))
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# Filters
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year = _get_int(request.GET.get('year'))
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month = _get_int(request.GET.get('month'))
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category = _get_int(request.GET.get('category'))
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if year:
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expenses = expenses.filter(date__year=year)
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if month:
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expenses = expenses.filter(date__month=month)
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if category:
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expenses = expenses.filter(category_id=category)
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expenses = expenses.order_by('-date')
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# Pagination
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paginator = Paginator(expenses, 10)
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page_number = request.GET.get('page')
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page_obj = paginator.get_page(page_number)
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return render (
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request,
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'expenses/expense_list.html',
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{
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'expenses': page_obj,
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'page_obj': page_obj,
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'selected_year': year,
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'selected_month': month,
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'selected_category': category,
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'categories': categories,
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'year_list': [y.year for y in year_list],
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'months': months,
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},
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)
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@login_required
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def expense_create(request):
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if request.method == "POST":
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form = ExpenseForm(request.POST, user=request.user)
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if form.is_valid():
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expense = form.save(commit=False)
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expense.owner = request.user
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expense.save()
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form.save_m2m()
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return redirect('expense_list')
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else:
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form = ExpenseForm(user=request.user)
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return render(
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request,
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'expenses/expense_form.html',
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{'form': form},
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)
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@login_required
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def expense_edit(request, pk):
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expense = get_object_or_404(
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Expense,
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pk=pk,
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owner=request.user,
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)
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if request.method == "POST":
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form = ExpenseForm(request.POST or None, instance=expense, user=request.user)
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if form.is_valid():
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expense = form.save()
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return redirect('expense_list')
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else:
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form = ExpenseForm(instance=expense, user=request.user)
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return render(
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request,
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'expenses/expense_form.html',
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{'form': form}
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)
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@login_required
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def expense_delete(request, pk):
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expense = get_object_or_404(
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Expense,
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pk=pk,
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owner=request.user,
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)
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if request.method == 'POST':
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expense.delete()
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return redirect('expense_list')
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return render(
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request,
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'expenses/expense_confirm_delete.html',
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{'expense': expense},
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)
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@login_required
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def dashboard(request):
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# ------------------
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# Filters
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# ------------------
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year = _get_int(request.GET.get('year'))
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month = _get_int(request.GET.get('month'))
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period = request.GET.get('period')
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current_year = date.today().year
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selected_year = year or current_year
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selected_month = month
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compare_enabled = request.GET.get("compare") == "1"
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# ------------------
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# Queryset base
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# -----------------
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expenses = Expense.objects.filter(owner=request.user)
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today = date.today()
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if period == 'this_month':
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selected_year = today.year
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selected_month = today.month
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elif period == 'last_month':
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if today.month == 1:
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selected_year = today.year - 1
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selected_month = 12
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else:
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selected_year = today.year
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selected_month = today.month
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elif period == 'this_year':
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selected_year = today.year
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selected_month = None
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expenses_filtered = expenses.filter(date__year=selected_year)
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if selected_month:
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expenses_filtered = expenses_filtered.filter(date__month=selected_month)
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total_amount = expenses_filtered.aggregate(
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total=Sum('amount')
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)['total'] or 0
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expense_count = expenses.count()
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category_count = (
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expenses
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.values('category')
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.distinct()
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.count()
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)
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# ------------------
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# Totals by category
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# -----------------
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by_category = (
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expenses_filtered
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.values('category__name')
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.annotate(total=Sum('amount'))
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.order_by('category__name')
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)
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# ------------------
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# Totals by month
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# -----------------
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by_month_qs = (
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expenses_filtered
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.annotate(month=ExtractMonth('date'))
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.values('month')
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.annotate(total=Sum('amount'))
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)
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month_totals = {
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row['month']: float(row['total'])
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for row in by_month_qs
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}
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months = list(range(1, 13))
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by_month = [
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{
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'month': m,
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'total': month_totals.get(m, 0),
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}
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for m in months
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]
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# ------------------
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# Availables years
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# -----------------
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year_list = (
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expenses
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.annotate(year=ExtractYear('date'))
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.values_list('year', flat=True)
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.distinct()
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.order_by('year')
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)
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# ------------------
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# Chart
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# -----------------
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chart_labels = months
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chart_totals = [row['total'] for row in by_month]
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# ------------------
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# Compare period
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# -----------------
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previous_total = None
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kpi_difference = None
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percentage = None
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category_comparison = None
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kpi_trend = None
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kpi_difference_abs = None
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if compare_enabled:
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previous_expenses = Expense.objects.filter(owner=request.user)
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if selected_month:
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# Monthly compare
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if selected_month == 1:
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prev_year = selected_year - 1
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prev_month = 12
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else:
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prev_year = selected_year
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prev_month = selected_month - 1
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previous_expenses = previous_expenses.filter(
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date__year=prev_year,
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date__month=prev_month
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)
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else:
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# Anual compare
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prev_year = selected_year - 1
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previous_expenses = previous_expenses.filter(
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date__year=prev_year
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)
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previous_total = (
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previous_expenses.aggregate(total=Sum('amount'))['total'] or 0
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)
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kpi_difference = total_amount - previous_total
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if previous_total:
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percentage = (kpi_difference / previous_total) * 100
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kpi_trend = None
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if kpi_difference is not None:
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if kpi_difference > 0:
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kpi_trend = 'up'
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elif kpi_difference < 0:
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kpi_trend = 'down'
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else:
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kpi_trend = 'equal'
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kpi_difference_abs = abs(kpi_difference) if kpi_difference is not None else None
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# ------------------
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# Previous expenses by category
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# ------------------
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previous_by_category = (
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previous_expenses
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.values('category__name')
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.annotate(total=Sum('amount'))
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)
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current_map = {
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row['category__name']: row['total']
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for row in by_category
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}
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previous_map = {
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row['category__name']: row['total']
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for row in previous_by_category
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}
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all_categories = set(current_map.keys()) | set(previous_map.keys())
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category_comparison = []
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for category in all_categories:
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current_total = current_map.get(category, 0)
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previous_total_cat = previous_map.get(category, 0)
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difference = current_total - previous_total_cat
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category_comparison.append({
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'category': category,
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'current': current_total,
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'previous': previous_total_cat,
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'difference': difference,
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'difference_abs': abs(difference),
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})
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# Send the data to the dashboard
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return render(request, 'expenses/dashboard.html', {
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'by_category': by_category,
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'by_month': by_month,
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'chart_labels': chart_labels,
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'chart_data': chart_totals,
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'year_list': year_list,
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'months': months,
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'selected_year': selected_year,
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'selected_month': selected_month,
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'kpi_total': total_amount,
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'kpi_count': expense_count,
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'kpi_categories': category_count,
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'compare_enabled': compare_enabled,
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'kpi_previous_total': previous_total,
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'kpi_difference': kpi_difference,
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'kpi_difference_abs': kpi_difference_abs,
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'kpi_percentage': percentage,
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'category_comparison': category_comparison,
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'kpi_trend': kpi_trend,
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}) |