def pie_expense(request):
year = request.GET.get(key="year")
month = request.GET.get(key="month")
figtitle = "支出内訳"
if year is None and month is None:
kakeibos = Kakeibos.objects.all()
elif month is None:
kakeibos = Kakeibos.objects.filter(date__year=year)
figtitle = figtitle + "(" + str(year) + ")"
else:
kakeibos = Kakeibos.objects.filter(date__month=month, date__year=year)
figtitle = figtitle + "(" + str(year) + "/" + str(month) + ")"
expense = mylib.cal_sum_or_0(kakeibos.filter(way="支出（現金）"))
debit = mylib.cal_sum_or_0(kakeibos.filter(way="引き落とし"))
shared_expense = mylib.cal_sum_or_0(kakeibos.filter(way="共通支出"))
credit = mylib.cal_sum_or_0(kakeibos.filter(way="支出（クレジット）"))
data = {
"Cash": expense,
"Debit": debit,
"Shared_expense": shared_expense,
"Card": credit,
}
colors = {
"Cash": "green",
"Debit": "blue",
"Shared_expense": "orange",
"Card": "gray",
}
res = figure.fig_pie_basic_colored(data=data,
figtitle=figtitle,
colors=colors,
xkcd=True)
return res
def resource_current_val(rsname, val):
try:
rs = Resources.objects.get(name=rsname)
# 初回
if rs.current_val is None or val is 0:
move_to = mylib.cal_sum_or_0(Kakeibos.objects.filter(move_to=rs))
move_from = mylib.cal_sum_or_0(Kakeibos.objects.filter(move_from=rs))
rs.current_val = rs.initial_val + move_to - move_from
# 初回以外
else:
rs.current_val = rs.current_val + val
rs.save()
logger.info(rsname+":"+str(rs.current_val))
msg = rsname + " is updated successfully"
logger.info(msg)
status = True
except Exception as e:
msg = "Failed to update " + rsname
msg = msg + ": " + str(e)
logger.error(msg)
status = False
res = {
"msg": msg,
"status": status
}
return res
def pie_resource(request):
year = request.GET.get(key="year")
month = request.GET.get(key="month")
figtitle = "資産内訳"
if year is None and month is None:
kakeibos = Kakeibos.objects.all()
elif month is None:
kakeibos = Kakeibos.objects.filter(date__lt=date(int(year) + 1, 1, 1))
figtitle = figtitle + "(" + str(year) + ")"
else:
kakeibos = Kakeibos.objects.filter(
date__lt=date(int(year),
int(month) + 1, 1))
figtitle = figtitle + "(" + str(year) + "/" + str(month) + ")"
resources = Resources.objects.all()
data = dict()
for rs in resources:
move_to = mylib.cal_sum_or_0(kakeibos.filter(move_to=rs))
move_from = mylib.cal_sum_or_0(kakeibos.filter(move_from=rs))
data[rs.name] = rs.initial_val + move_to - move_from
res = figure.fig_pie_basic(data=data,
figtitle=figtitle,
figid=10,
threshold=0)
return res
def lines_usage_cash(request):
ka = Kakeibos.objects.filter(move_from=Resources.objects.get(name="財布"))
year = request.GET.get(key="year")
month = request.GET.get(key="month")
figtitle = "現金支出内訳"
if year is None and month is None:
kakeibos = ka.all()
elif month is None:
kakeibos = ka.filter(date__year=year)
figtitle = figtitle + "(" + str(year) + ")"
else:
kakeibos = ka.filter(date__month=month, date__year=year)
figtitle = figtitle + "(" + str(year) + "/" + str(month) + ")"
left = list()
usages = [i for i in Usages.objects.filter(is_expense=True)]
height = [list() for i in usages]
colors = [i.color for i in usages]
for i in range(1, 32):
ka = kakeibos.filter(date__day=i)
left.append(i)
tmp = 0
for us in usages:
height[tmp].append(mylib.cal_sum_or_0(ka.filter(usage=us)))
tmp += 1
heights = [i for i in height]
lefts = [left for i in height]
labels = [i.name for i in usages]
res = figure.fig_lines_basic(heights=heights,
lefts=lefts,
colors=colors,
labels=labels,
figtitle=figtitle,
figsize=(11, 11))
return res
def barline_usage(request):
id = request.GET.get("usageid")
figid = 100 + int(id)
us = Usages.objects.get(pk=id)
label = us.name
height = list()
height_sum = list()
xticklabel = list()
for j in range(2017, 2019):
for i in range(4, 13):
ka = Kakeibos.objects.filter(date__year=j, date__month=i)
if ka.__len__() is 0:
break
else:
ka = ka.filter(usage=us)
height.append(mylib.cal_sum_or_0(ka))
height_sum.append(sum(height))
xticklabel.append(str(j - 2000) + "/" + str(i))
xlim = [i for i in range(0, len(height))]
ylim = [i for i in range(0, max(height_sum), 100000)]
yticklabel = [money.convert_yen(i) for i in ylim]
res = figure.fig_barline_basic(height_bar=height,
left_bar=xlim,
label_bar=label,
height_line=height_sum,
left_line=xlim,
label_line="cumulative",
ylim=ylim,
yticklabel=yticklabel,
xlim=xlim,
xticklabel=xticklabel,
figsize=(10, 10),
figid=figid,
xkcd=True)
return res
def pie_shared(request):
year = request.GET.get(key="year")
month = request.GET.get(key="month")
figtitle = "共通支出内訳"
if year is None and month is None:
shared = SharedKakeibos.objects.all()
figid = 15
elif month is None:
shared = SharedKakeibos.objects.filter(date__year=year)
figtitle = figtitle + "(" + str(year) + ")"
figid = int(year) + 15
else:
shared = SharedKakeibos.objects.filter(date__year=year,
date__month=month)
figtitle = figtitle + "(" + str(year) + "/" + str(month) + ")"
figid = int(year) + int(month) + 15
usages = Usages.objects.filter(is_expense=True)
data = dict()
for us in usages:
data[us.name] = mylib.cal_sum_or_0(shared.filter(usage=us))
res = figure.fig_pie_basic(data=data,
figtitle=figtitle,
figid=figid,
threshold=5,
xkcd=True)
return res
def bars_resource(request):
resources = Resources.objects.all()
data = dict()
year = request.GET.get(key="year")
month = request.GET.get(key="month")
figtitle = "資産内訳と先月比"
if year is None or month is None:
year = date.today().year
month = date.today().month
# 指定月の月末日を取得
today = date(int(year), int(month) + 1, 1) - relativedelta(days=1)
figtitle = figtitle + "(" + str(year) + "/" + str(month) + ")"
# 指定月の一ヶ月前の月末日を取得
last = date(int(year), int(month), 1) - relativedelta(days=1)
# 範囲指定でレコード取得
ka = Kakeibos.objects.filter(date__lte=today)
kal = Kakeibos.objects.filter(date__year=today.year,
date__month=today.month)
# 計算
for rs in resources:
# left bar: this
move_to = mylib.cal_sum_or_0(ka.filter(move_to=rs))
move_from = mylib.cal_sum_or_0(ka.filter(move_from=rs))
tmp = rs.initial_val + move_to - move_from
if tmp < 0:
tmp = 0
data[rs.name] = [tmp]
# right bar: last
move_to = mylib.cal_sum_or_0(kal.filter(move_to=rs))
move_from = mylib.cal_sum_or_0(kal.filter(move_from=rs))
tmp = data[rs.name][0] - move_to + move_from
if tmp < 0:
tmp = 0
data[rs.name].append(tmp)
labels = [
str(today.year) + "/" + str(today.month),
str(last.year) + "/" + str(last.month),
]
res = figure.fig_bars_basic(data=data,
figtitle=figtitle,
vbar_labels=labels,
figsize=(11, 11))
return res
def bars_balance(request):
year = request.GET.get(key="year")
month = request.GET.get(key="month")
figtitle = "収支内訳"
if year is None and month is None:
kakeibos = Kakeibos.objects.all()
elif month is None:
kakeibos = Kakeibos.objects.filter(date__year=year)
figtitle = figtitle + "(" + str(year) + ")"
else:
kakeibos = Kakeibos.objects.filter(date__month=month, date__year=year)
figtitle = figtitle + "(" + str(year) + "/" + str(month) + ")"
income = mylib.cal_sum_or_0(kakeibos.filter(way="収入"))
expense = mylib.cal_sum_or_0(kakeibos.filter(way="支出（現金）"))
debit = mylib.cal_sum_or_0(kakeibos.filter(way="引き落とし"))
shared_expense = mylib.cal_sum_or_0(kakeibos.filter(way="共通支出"))
credit = mylib.cal_sum_or_0(kakeibos.filter(way="支出（クレジット）"))
data = {
"支出（現金）": [0, expense],
"引き落とし": [0, debit],
"共通支出": [0, shared_expense],
"支出（クレジット）": [0, credit],
"収入": [income, 0],
}
colors = {
"支出（現金）": "green",
"引き落とし": "blue",
"共通支出": "orange",
"支出（クレジット）": "gray",
"収入": "tomato",
}
vbar_labels = ['Income', 'Expense']
res = figure.fig_bars_basic_color(
data=data,
figtitle=figtitle,
vbar_labels=vbar_labels,
colors=colors,
figsize=(10, 10),
)
return res
def pie_credit(request):
year = request.GET.get(key="year")
month = request.GET.get(key="month")
figtitle = "項目別クレジット内訳"
credititems = CreditItems.objects.all()
if year is None and month is None:
credit = Credits.objects.all()
elif month is None:
credit = Credits.objects.filter(date__year=year)
figtitle = figtitle + "(" + str(year) + ")"
else:
credit = Credits.objects.filter(date__year=year, date__month=month)
figtitle = figtitle + "(" + str(year) + "/" + str(month) + ")"
credit_sum = dict()
for ci in credititems:
credit_sum[ci.name] = mylib.cal_sum_or_0(credit.filter(credit_item=ci))
res = figure.fig_pie_basic(data=credit_sum,
figtitle=figtitle,
figsize=(12, 12),
figid=3)
return res
def pie_usage(request):
ka = Kakeibos.objects.filter(move_to=None)
year = request.GET.get(key="year")
month = request.GET.get(key="month")
figtitle = "支出内訳"
figid = 250
if year is None and month is None:
kakeibos = ka.all()
elif month is None:
kakeibos = ka.filter(date__year=year)
figtitle = figtitle + "(" + str(year) + ")"
figid = figid + int(year)
else:
kakeibos = ka.filter(date__month=month, date__year=year)
figtitle = figtitle + "(" + str(year) + "/" + str(month) + ")"
figid = figid + int(year) + int(month)
usages = Usages.objects.filter(is_expense=True)
data = dict()
for us in usages:
data[us.name] = mylib.cal_sum_or_0(kakeibos.filter(usage=us))
res = figure.fig_pie_basic(data=data, figtitle=figtitle, figid=figid)
return res
def dashboard(request):
today = date.today()
# Form
kakeibo_form = KakeiboForm(initial={'date': today})
shared_form = SharedKakeiboForm(initial={'date': today})
event_form = EventForm(initial={'date': today})
usual_records = UsualRecord.objects.all()
# kakeibo
kakeibos = Kakeibos.objects.filter(date__month=today.month,
date__year=today.year)
kakeibos_out = kakeibos.filter(way__in=("支出（現金）", "引き落とし"))
kakeibos_expense = kakeibos.filter(way__in=("支出（クレジット）", "支出（現金）",
"引き落とし"))
# resource
current_resource = Resources.objects.all()
# usage
current_usage = kakeibos_expense.values('usage__name').annotate(
sum=Sum('fee')).order_by("-sum")
# event
events = Event.objects.filter(date__year=today.year).order_by(
"-is_active", "-date")
event_sum_plan = events.aggregate(sum=Sum('sum_plan'))['sum']
event_sum_actual = 0
for event in events:
event_sum_actual += event.sum_actual()
# 収入・支出・総資産
income = mylib.cal_sum_or_0(kakeibos.filter(way="収入"))
expense = mylib.cal_sum_or_0(kakeibos_out)
total = sum([r.current_val() for r in current_resource])
# status, progress_bar
pb_kakeibo, status_kakeibo = process_kakeibo.kakeibo_status(
income, expense)
# shared
seisan = mylib.seisan(today.year, today.month)
# 赤字→精算あり
if seisan['status'] == "赤字":
status_shared = "danger"
pb_shared = {
"in":
int(seisan['budget']['sum'] / seisan['payment']['sum'] * 100),
"out": 100
}
else:
status_shared = "primary"
pb_shared = {
"in": 100,
"out":
int(seisan['payment']['sum'] / seisan['budget']['sum'] * 100)
}
# shared_grouped_by_usage
shared_grouped_by_usage = SharedKakeibos.objects\
.filter(date__month=today.month, date__year=today.year)\
.values('usage__name').annotate(sum=Sum('fee')).order_by("-sum")
# chart.js
data = {
"現金精算": [0, seisan['seisan'], 0, 0],
"予算": [seisan['budget']['hoko'], 0, seisan['budget']['taka'], 0],
"支払": [0, seisan['payment']['hoko'], 0, seisan['payment']['taka']],
seisan['status']: seisan['rb'],
}
labels = ["朋子予算", "朋子支払", "敬士予算", "敬士支払"]
bar_eom = {"data": data, "labels": labels}
output = {
"today": today,
# kakeibo
"inout": income - expense,
"income": income,
"expense": expense,
"total": total,
"current_usage": current_usage,
"current_resource": current_resource,
# shared
"seisan": seisan,
"shared_grouped_by_usage": shared_grouped_by_usage,
"bar_eom": bar_eom,
# progress bar and status
"pb": {
"kakeibo": pb_kakeibo,
"shared": pb_shared
},
"status": {
"kakeibo": status_kakeibo,
"shared": status_shared
},
# kakeibo_form
"kakeibo_form": kakeibo_form,
"shared_form": shared_form,
"username": request.user.username,
"usual_records": usual_records,
# events
"events": events,
"event_sum_actual": event_sum_actual,
"event_sum_plan": event_sum_plan,
"event_form": event_form,
}
logger.info("output: " + str(output))
return TemplateResponse(request, 'kakeibo/dashboard.html', output)
def mine(request):
today = date.today()
# Form
kakeibo_form = KakeiboForm(initial={'date': today})
# 貯金扱いの口座
saving_account = [r.name for r in Resources.objects.filter(is_saving=True)]
# check year and month from GET parameter
year, month = process_kakeibo.yearmonth(request)
kakeibos = Kakeibos.objects.filter(date__month=month, date__year=year)
kakeibos_out = kakeibos.filter(way__in=("支出（現金）", "引き落とし"))
kakeibos_expense = kakeibos.filter(way__in=("支出（クレジット）", "支出（現金）",
"引き落とし"))
income = mylib.cal_sum_or_0(kakeibos.filter(way="収入"))
expense = mylib.cal_sum_or_0(kakeibos_out)
# status, progress_bar
pb_kakeibo, status_kakeibo = process_kakeibo.kakeibo_status(
income, expense)
# way
current_way = kakeibos_expense.values('way').annotate(
sum=Sum('fee')).order_by("-sum")
# resource
current_resource = Resources.objects.all()
# usage
current_usage = kakeibos_expense.values('usage__name').annotate(
sum=Sum('fee')).order_by("-sum")
# saved
rs_saved = current_resource.filter(name__in=saving_account)
move_to = mylib.cal_sum_or_0(kakeibos.filter(move_to__in=rs_saved))
move_from = mylib.cal_sum_or_0(kakeibos.filter(move_from__in=rs_saved))
saved = move_to - move_from
# usage
usages_chart = kakeibos_out.values('usage__name').annotate(
sum=Sum('fee')).order_by("sum").reverse()
# resources_year
resources_year_chart, months_chart = process_kakeibo.resources_year_rev(12)
# kakeibo-usage
usage_list = [u.name for u in Usages.objects.filter(is_expense=True)]
kakeibo_usage = process_kakeibo.usage_kakeibo_table(usage_list)
# Consolidated_usages: dict --> [(name, val),(name, val),(name, val),...]
consolidated_usages_chart = sorted(
process_kakeibo.consolidated_usages().items(), key=lambda x: -x[1])
cash_usages_chart = sorted(process_kakeibo.cash_usages().items(),
key=lambda x: -x[1])
# total
total = sum([r.current_val() for r in current_resource])
total_saved = sum(rs.current_val() for rs in rs_saved)
# 1年間での推移
saved_one_year_ago = 0
for ryc in resources_year_chart:
if ryc['name'] in saving_account:
saved_one_year_ago = ryc["val"][0]
break
change = {
"total": total - sum([i['val'][0] for i in resources_year_chart]),
"total_saved": total_saved - saved_one_year_ago
}
# 年間の収入・支出
inouts_grouped_by_months = process_kakeibo.inouts_grouped_by_months()
# output
output = {
"today": {
"year": year,
"month": month
},
# status
"status": status_kakeibo,
"saved": saved,
"inout": income - expense,
# progress_bar
"pb_kakeibo": pb_kakeibo,
"income": income,
"expense": expense,
# current list
"current_way": current_way,
"current_resource": current_resource,
"current_usage": current_usage,
# chart js
"usages_chart": usages_chart,
"resources_year_chart": resources_year_chart,
"months_chart": months_chart,
"consolidated_usages_chart": consolidated_usages_chart,
# kus
"kakeibo_usage_table": kakeibo_usage,
"usage_list": usage_list,
# total
"total": total,
"total_saved": total_saved,
"change": change,
# igbn
"inouts_grouped_by_months": inouts_grouped_by_months,
# cash_usages_chart
"cash_usages_chart": cash_usages_chart,
# form
"kakeibo_form": kakeibo_form,
}
return TemplateResponse(request, 'kakeibo/mine.html', output)
def barline_expense_cash(request):
year = request.GET.get("year")
month = request.GET.get("month")
rs = Resources.objects.get(name="財布")
kakeibos = Kakeibos.objects.filter(move_from=rs)
height = list()
left = list()
height_sum = list()
xlim = list()
xticklabel = list()
if year is not None and month is not None:
kakeibos = kakeibos.filter(date__year=year, date__month=month)
figtitle = "現金支出推移 (" + str(year) + "/" + str(month) + ")"
ylim = [i for i in range(0, 130000, 10000)]
figsize = (10, 10)
figid = 100 + int(year) + int(month)
for j in range(1, 32):
ka = kakeibos.filter(date__day=j)
left.append(j)
height.append(mylib.cal_sum_or_0(ka))
height_sum.append(sum(height))
elif year is not None:
kakeibos = kakeibos.filter(date__year=year)
figtitle = "現金支出推移 (" + str(year) + ")"
ylim = [i for i in range(0, 1200000, 200000)]
figsize = (12, 12)
figid = 100 + int(year)
for j in range(1, 13):
ka = kakeibos.filter(date__month=j)
left.append(j)
height.append(mylib.cal_sum_or_0(ka))
height_sum.append(sum(height))
else:
dates = [ka.date for ka in kakeibos]
mindate = min(dates)
maxdate = max(dates)
figtitle = "現金支出推移"
ylim = [i for i in range(0, 3000000, 500000)]
figsize = (12, 12)
figid = 100
tmp = 0
while mindate < maxdate:
ka = kakeibos.filter(date__year=mindate.year,
date__month=mindate.month)
left.append(tmp)
height.append(mylib.cal_sum_or_0(ka))
height_sum.append(sum(height))
mindate += relativedelta(months=1)
xlim.append(tmp)
xticklabel.append(
str(mindate.year - 2000) + "/" + str(mindate.month))
tmp += 1
yticklabel = [money.convert_yen(i) for i in ylim]
label_line = "支出累計 (" + money.convert_yen(sum(height)) + ")"
res = figure.fig_barline_basic(height_bar=height,
left_bar=left,
label_bar="現金支出",
height_line=height_sum,
left_line=left,
label_line=label_line,
xlim=xlim,
xticklabel=xticklabel,
ylim=ylim,
yticklabel=yticklabel,
figtitle=figtitle,
figsize=figsize,
figid=figid)
return res