def get(self, request, *args, **kwargs):
objects_list = Expense.objects.all(user=request.user)
first_date = None
if objects_list:
first_date = objects_list.last().timestamp or None
order_field = request.GET.get("field")
if order_field:
ordering = request.GET.get("order", "") + order_field
objects_list = objects_list.order_by(ordering)
objects = helpers.get_paginator_object(request, objects_list, 30)
total = Expense.objects.amount_sum(user=request.user)
context = {
"title":
"Expenses",
"objects":
objects,
"total":
total,
"first_date":
first_date,
"expense_to_income_ratio":
helpers.expense_to_income_ratio(request.user),
}
return render(request, self.template_name, context)
def get(self, request, *args, **kwargs):
context = {}
date_str = ""
expense = request.user.expenses
year = int(request.GET.get('year', 0))
month = int(request.GET.get('month', 0))
if year or month:
if year:
expense = expense.filter(timestamp__year=year)
date_str = f": {year}"
if month:
expense = expense.filter(timestamp__month=month)
dt = date(year, month, 1)
date_str = f": {dt.strftime('%B %Y')}"
context['total'] = expense.aggregate(
Sum('amount'))['amount__sum'] or 0
days = expense.dates('timestamp', 'day', order='DESC')
days = helpers.get_paginator_object(request, days, 50)
data = []
for day in days:
day_sum = aggregate_sum(expense.filter(timestamp=day))
data.append({
'day': day,
'day_sum': day_sum,
})
context['title'] = f'Day-Wise Expense{date_str}'
context['data'] = data
context['objects'] = days
return render(request, self.template_name, context)
def get(self, request, *args, **kwargs):
context = {}
date_str = ""
user = request.user
year = request.GET.get('year')
now = helpers.get_ist_datetime()
expenses = Expense.objects.all(user=user)
if year:
year = int(year)
total_months = now.month if now.year == year else 12
expenses = expenses.filter(timestamp__year=year)
context['total'] = expenses.aggregate(
Sum('amount'))['amount__sum'] or 0
context['monthly_average'] = context['total'] // total_months
date_str = f": {year}"
context['remark_url'] = reverse('expense:goto_year_expense',
kwargs={'year': int(year)})
context['daywise_url'] = reverse(
'expense:day-wise-expense') + f'?year={year}'
alt_first_date = date(year, 1, 1)
if year == now.year:
latest_date = date(year, now.month, 1)
else:
latest_date = date(year, 12, 1)
else:
alt_first_date = now.date().replace(month=1, day=1)
latest_date = now.date().replace(day=1)
# doing this way to maintain continuity of months
first_date = expenses.dates('timestamp', 'month',
order='ASC').first() or alt_first_date
dates = helpers.get_dates_list(first_date, latest_date, day=1)
dates = helpers.get_paginator_object(request, dates, 12)
data = []
for dt in dates:
month_expense = Expense.objects.this_month(user=user,
year=dt.year,
month=dt.month)
amount = aggregate_sum(month_expense)
month_income = user.incomes.filter(timestamp__year=dt.year,
timestamp__month=dt.month)
month_income_sum = aggregate_sum(month_income)
month_expense_to_income_ratio = helpers.calculate_ratio(
amount, month_income_sum)
data.append({
'date': dt,
'amount': amount,
'month_eir': month_expense_to_income_ratio,
})
context['title'] = f'Monthly Expense{date_str}'
context['data'] = data
context['objects'] = dates
return render(request, self.template_name, context)
def get(self, request, *args, **kwargs):
context = dict()
date_str = ""
from_date_str = to_date_str = None
form = self.form_class(request.GET or None)
if form.is_valid():
remark = form.cleaned_data.get('remark', '').strip()
from_date = form.cleaned_data.get('from_date')
to_date = form.cleaned_data.get('to_date')
objects = Expense.objects.all(user=request.user)
if from_date and to_date:
objects = objects.filter(timestamp__range=(from_date, to_date))
from_date_str = default_date_format(from_date)
to_date_str = default_date_format(to_date)
date_str = f': {from_date_str} to {to_date_str}'
elif from_date or to_date:
the_date = from_date or to_date
objects = objects.filter(timestamp=the_date)
from_date_str = to_date_str = default_date_format(the_date)
date_str = f': {from_date_str}'
if remark == '""':
objects = objects.filter(remark__isnull=True)
elif remark:
objects = helpers.search_expense_remark(objects, remark)
total = aggregate_sum(objects)
try:
days = (to_date - from_date).days
months = days / AVG_MONTH_DAYS
if months > 1:
context['monthly_average'] = int(total / months)
except:
pass
context['objects'] = helpers.get_paginator_object(
request, objects, 30)
context['total'] = total
context['title'] = f'Expense Search{date_str}'
context['form'] = form
context['from_date'] = from_date_str
context['to_date'] = to_date_str
return render(request, self.template_name, context)
def get(self, request, *args, **kwargs):
networth = NetWorth.objects.filter(user=request.user)
history_cagr = 0
if networth.exists():
final = networth.first()
start = networth.last()
years = (final.date - start.date).days / 365
history_cagr = calculate_cagr(final.amount, start.amount, years)
objects = get_paginator_object(request, networth, 25)
context = {
'title': 'NetWorth',
'objects': objects,
'is_paginated': True,
'history_cagr': history_cagr,
}
return render(request, self.template_name, context)
def get(self, request, *args, **kwargs):
user = request.user
context = self.context.copy()
now = helpers.get_ist_datetime()
incomes = Income.objects.filter(user=user)
year = request.GET.get('year')
if year:
year = int(year)
total_months = now.month if year == now.year else 12
incomes = incomes.filter(timestamp__year=year)
context['title'] = f"{context['title']}: {year}"
context['total'] = aggregate_sum(incomes)
context['monthly_average'] = context['total'] // total_months
alt_first_date = date(year, 1, 1)
if year == now.year:
latest_date = date(year, now.month, 1)
else:
latest_date = date(year, 12, 1)
else:
alt_first_date = now.date().replace(month=1, day=1)
latest_date = now.date().replace(day=1)
# doing this way to maintain continuity of months
first_date = incomes.dates('timestamp', 'month',
order='ASC').first() or alt_first_date
dates = helpers.get_dates_list(first_date, latest_date, day=1)
dates = helpers.get_paginator_object(request, dates, 12)
data = []
for dt in dates:
amount = incomes.filter(
timestamp__year=dt.year,
timestamp__month=dt.month,
).aggregate(Sum('amount'))['amount__sum'] or 0
data.append({
'date': dt,
'amount': amount,
})
context['data'] = data
context['objects'] = dates
return render(request, self.template_name, context)
def get(self, request, *args, **kwargs):
pk = kwargs.get('pk')
instance = AccountName.objects.get(id=pk)
history = instance.amounts.all().order_by('-date')
history_cagr = 0
if history.exists():
final = history.first()
start = history.last()
years = (final.date - start.date).days / 365
history_cagr = calculate_cagr(final.amount, start.amount, years)
objects = get_paginator_object(request, history, 25)
context = {
'title': f'{instance.name} ({instance.get_type_display()})',
'objects': objects,
'is_paginated': True,
'history_cagr': history_cagr,
}
return render(request, self.template_name, context)
def get(self, request, *args, **kwargs):
user = request.user
incomes = user.incomes
expenses = user.expenses
now = helpers.get_ist_datetime()
latest_date = now.date().replace(month=1, day=1)
first_income_date = incomes.dates('timestamp', 'year',
order='ASC').first() or latest_date
first_expense_date = expenses.dates('timestamp', 'year',
order='ASC').first() or latest_date
first_date = min(first_income_date, first_expense_date)
dates = helpers.get_dates_list(first_date, latest_date, month=1, day=1)
dates = helpers.get_paginator_object(request, dates, 5)
data = []
for date in dates:
income_sum = aggregate_sum(
incomes.filter(timestamp__year=date.year))
expense_sum = aggregate_sum(
expenses.filter(timestamp__year=date.year))
expense_ratio = helpers.calculate_ratio(expense_sum, income_sum)
data.append({
'date': date,
'income_sum': income_sum,
'expense_sum': expense_sum,
'saved': income_sum - expense_sum,
'expense_ratio': expense_ratio,
})
context = {
'title': 'Report Card',
'now': helpers.get_ist_datetime(),
'eir': helpers.expense_to_income_ratio(user),
'data': data,
'BANK_AMOUNT_PCT': BANK_AMOUNT_PCT * 100,
'objects': dates,
}
return render(request, self.template_name, context)
def get(self, request, *args, **kwargs):
user = request.user
now = get_ist_datetime()
incomes = Income.objects.filter(user=user)
latest_date = now.date().replace(month=1, day=1)
first_date = incomes.dates('timestamp', 'year',
order='ASC').first() or latest_date
dates = helpers.get_dates_list(first_date, latest_date, month=1, day=1)
dates = helpers.get_paginator_object(request, dates, 5)
data = []
for dt in dates:
total_months = now.month if dt.year == now.year else 12
amount = aggregate_sum(incomes.filter(timestamp__year=dt.year))
avg_income = amount // total_months
data.append((dt, amount, avg_income))
self.context['data'] = data
self.context['objects'] = dates
return render(request, self.template_name, self.context)
def get(self, request, *args, **kwargs):
user = request.user
now = helpers.get_ist_datetime()
expense_sum = user.expenses.aggregate(
Sum('amount'))['amount__sum'] or 0
income_sum = user.incomes.aggregate(Sum('amount'))['amount__sum'] or 0
latest_date = now.date().replace(month=1, day=1)
first_date = user.expenses.dates('timestamp', 'year',
order='ASC').first() or latest_date
dates = helpers.get_dates_list(first_date, latest_date, month=1, day=1)
dates = helpers.get_paginator_object(request, dates, 5)
data = []
for date in dates:
year = date.year
total_months = now.month if now.year == year else 12
amount = aggregate_sum(
Expense.objects.this_year(user=user, year=year))
year_income_sum = aggregate_sum(
user.incomes.filter(timestamp__year=year))
expense_ratio = helpers.calculate_ratio(amount, expense_sum)
expense_to_income_ratio = helpers.calculate_ratio(
amount, income_sum)
year_expense_to_income_ratio = helpers.calculate_ratio(
amount, year_income_sum)
data.append({
'year': year,
'amount': amount,
'monthly_average': amount // total_months,
'year_eir': year_expense_to_income_ratio,
'eir': expense_to_income_ratio,
'expense_ratio': expense_ratio,
})
self.context['data'] = data
self.context['objects'] = dates
return render(request, self.template_name, self.context)
def get(self, request, *args, **kwargs):
day = int(kwargs.get('day', 0))
month = int(kwargs.get('month', 0))
year = int(kwargs.get('year', 0))
date_str = ""
from_date = to_date = None
daywise_url_reverse = reverse('expense:day-wise-expense')
if day:
objects = Expense.objects.this_day(user=request.user,
year=year,
month=month,
day=day)
dt = date(year, month, day)
date_str = f': {dt.strftime("%d %b %Y")}'
remark_url_name = "goto_day_expense"
daywise_url = ""
from_date = to_date = default_date_format(dt)
elif month:
objects = Expense.objects.this_month(user=request.user,
year=year,
month=month)
dt = date(year, month, 1)
date_str = f': {dt.strftime("%b %Y")}'
remark_url_name = "remark_monthly_expense"
daywise_url = f'{daywise_url_reverse}?year={year}&month={month}'
from_date = default_date_format(date(year, month, 1))
to_date = default_date_format(
date(year, month,
calendar.monthrange(year, month)[1]))
elif year:
objects = Expense.objects.this_year(user=request.user, year=year)
date_str = f': {year}'
remark_url_name = "goto_year_expense"
daywise_url = f'{daywise_url_reverse}?year={year}'
from_date = default_date_format(date(year, 1, 1))
to_date = default_date_format(date(year, 12, 31))
total = objects.aggregate(Sum('amount'))['amount__sum'] or 0
objects = helpers.get_paginator_object(request, objects, 50)
context = {
"title":
f"Expenses{date_str}",
"objects":
objects,
"total":
total,
"remark_url":
reverse(f'expense:{remark_url_name}',
kwargs={k: int(v)
for k, v in kwargs.items()}),
"daywise_url":
daywise_url,
"from_date":
from_date,
"to_date":
to_date,
}
return render(request, self.template_name, context)
