def accounts_panel(request):
start = date_param(request, 'start', default=None)
end = date_param(request, 'end', default=last_day(datetime.today()))
payed = boolean_param(request, 'payed', None)
data = _accounts_with_balance(request, start, end, payed=payed)
return render(request, 'finance/home/_accounts_panel.html',
{'start': start, 'end': end, 'payed': payed, 'data': data})
def cashflow_panel(request):
start = date_param(request, 'start', first_day(datetime.today()))
end = date_param(request, 'end', last_day(datetime.today()))
incomes = Transaction.objects.get_credit_balance(request.user, start, end, payed=True)
expenses = Transaction.objects.get_debit_balance(request.user, start, end, payed=True)
# calculate percentage of incomes vs expenses
percent = 0
if incomes > 0 or expenses > 0:
bigger = max(incomes, expenses)
smaller = min(incomes, expenses)
percent = smaller / bigger * 100
if incomes == 0 and expenses == 0:
incomes_percent = 0
expenses_percent = 0
elif incomes >= expenses:
incomes_percent = 100
expenses_percent = percent
else:
incomes_percent = percent
expenses_percent = 100
return render(request, 'finance/home/_cashflow_panel.html',
{'start': start,
'end': end,
'incomes': incomes,
'incomes_percent': incomes_percent,
'expenses': expenses,
'expenses_percent': expenses_percent})
def assets_balance(request):
start = first_day(date_param(request, 'start', datetime.today() - relativedelta(months=12)))
end = last_day(date_param(request, 'end', datetime.today()))
data = [
(d, Account.objects.accounts_balance(request.user, last_day(d)))
for d in month_range(start, end)]
return render(request, 'finance/home/_assets_balance.html',
{'start': start, 'end': end, 'data': data})
def budgets_panel(request):
context = {'start': first_day(date_param(request, 'start', datetime.today()))}
context['budgets'] = Budget.objects.get_queryset(request.user).filter(date=context['start'])
# average budgets completion
if context['budgets']:
percent_complete_sum = sum(budget.percent_complete for budget in context['budgets'])
percent_complete_avg = percent_complete_sum / len(context['budgets'])
context['budget_complete_avg'] = percent_complete_avg
if first_day(datetime.today()) > context['start']:
# past month, use the last day
expected_day = last_day(context['start']).timetuple().tm_mday
elif first_day(datetime.today()) < context['start']:
# future month, use first day
expected_day = 1
else:
# current month, use current day
expected_day = datetime.today().timetuple().tm_mday
num_days_in_month = monthrange(context['start'].timetuple().tm_year,
context['start'].timetuple().tm_mon)[1]
context['budget_complete_avg_expected'] = (100 / num_days_in_month) * expected_day
return render(request, 'finance/home/_budgets_panel.html', context)
def top_expenses_per_category(request):
start = date_param(request, 'start', default=first_day(datetime.today()))
end = date_param(request, 'end', default=last_day(datetime.today()))
expenses = request.user.transaction_set.exclude(
category__name='Transferência'
).filter(
type=Transaction.TYPE_DEBIT,
date__gte=start,
date__lte=end
).values(
'category__name'
).annotate(
Sum('amount')
)
return render(request, 'finance/home/_top_expenses_per_category.html',
{'start': start,
'end': end,
'data': sorted(expenses,
key=lambda x: x['amount__sum'],
reverse=True)[:10]})
def get_date(self): return first_day(date_param(self.request, 'date'))
def incomes_expenses_per_month(request):
start = date_param(request, 'start', first_day(datetime.today() - relativedelta(months=12)))
end = date_param(request, 'end', last_day(datetime.today()))
cash_flow = Transaction.objects.cash_flow(request.user, start, end)
return render(request, 'finance/home/_incomes_expenses_per_month.html',
{'start': start, 'end': end, 'data': cash_flow})
def incomes_expenses_per_day(request):
start = date_param(request, 'start', default=first_day(datetime.today()))
end = date_param(request, 'end', default=last_day(datetime.today()))
cash_flow = Transaction.objects.cash_flow_by_day(request.user, start, end)
return render(request, 'finance/home/_incomes_expenses_per_day.html',
{'start': start, 'end': end, 'data': cash_flow})