def get(self, request, *args, **kwargs):
if request.user.is_authenticated:
entity = EntityModel.objects.for_user(
user_model=self.request.user).get(
slug__exact=self.kwargs['entity_slug'])
entity_digest = entity.digest(user_model=self.request.user,
equity_only=True,
signs=False,
by_period=True,
process_groups=True,
to_date=get_end_date_from_session(
self.kwargs['entity_slug'],
request))
group_balance_by_period = entity_digest['tx_digest'][
'group_balance_by_period']
group_balance_by_period = dict(
sorted((k, v) for k, v in group_balance_by_period.items()))
entity_data = {
f'{month_name[k[1]]} {k[0]}':
{d: float(f)
for d, f in v.items()}
for k, v in group_balance_by_period.items()
}
return JsonResponse({
'results': {
'entity_slug': entity.slug,
'entity_name': entity.name,
'pnl_data': entity_data
}
})
return JsonResponse({'message': 'Unauthorized'}, status=401)
def get_context_data(self, **kwargs):
context = super().get_context_data(**kwargs)
entity_model = self.object
context['page_title'] = entity_model.name
context['header_title'] = entity_model.name
context['header_subtitle'] = _('Dashboard')
context['header_subtitle_icon'] = 'mdi:monitor-dashboard'
end_date = get_end_date_from_session(entity_slug=entity_model.slug,
request=self.request)
context['date_filter'] = end_date
set_default_entity(self.request, entity_model)
context[
'pnl_chart_id'] = f'djl-entity-pnl-chart-{randint(10000, 99999)}'
context['pnl_chart_endpoint'] = reverse(
'django_ledger:entity-json-pnl',
kwargs={'entity_slug': self.kwargs['entity_slug']})
context[
'payables_chart_id'] = f'djl-entity-payables-chart-{randint(10000, 99999)}'
context['payables_chart_endpoint'] = reverse(
'django_ledger:entity-json-net-payables',
kwargs={'entity_slug': self.kwargs['entity_slug']})
context[
'receivables_chart_id'] = f'djl-entity-receivables-chart-{randint(10000, 99999)}'
context['receivables_chart_endpoint'] = reverse(
'django_ledger:entity-json-net-receivables',
kwargs={'entity_slug': self.kwargs['entity_slug']})
# DIGEST PHASE ---
by_period = self.request.GET.get('by_period')
digest = entity_model.digest(user_model=self.request.user,
to_date=end_date,
by_period=True if by_period else False,
process_ratios=True,
process_roles=True,
process_groups=True)
context.update(digest)
# Unpaid Bills for Dashboard
context['bills'] = BillModel.objects.for_entity_unpaid(
user_model=self.request.user,
entity_slug=self.kwargs['entity_slug']).select_related(
'vendor').order_by('due_date')
# Unpaid Invoices for Dashboard
context['invoices'] = InvoiceModel.objects.for_entity_unpaid(
user_model=self.request.user,
entity_slug=self.kwargs['entity_slug']).select_related(
'customer').order_by('due_date')
return context
def date_filter_form(context, inline=False):
entity_slug = context['view'].kwargs.get('entity_slug')
end_date = get_end_date_from_session(entity_slug, context['request'])
identity = randint(0, 1000000)
if entity_slug:
form = AsOfDateFilterForm(form_id=identity, initial={
'entity_slug': context['view'].kwargs['entity_slug'],
'date': end_date
})
next_url = context['request'].path
return {
'date_form': form,
'form_id': identity,
'entity_slug': entity_slug,
'date_filter': end_date,
'next': next_url,
'inline': inline
}
def get_context_data(self, **kwargs):
account = self.object
context = super().get_context_data(**kwargs)
context['header_title'] = f'Account {account.code} - {account.name}'
context['page_title'] = f'Account {account.code} - {account.name}'
to_date = get_end_date_from_session(
entity_slug=self.kwargs['entity_slug'],
request=self.request,
)
txs_qs = self.object.txs.order_by('-journal_entry__date').to_date(
to_date)
txs_days = self.request.GET.get('txs_days')
if txs_days:
from_date = to_date - timedelta(days=int(txs_days))
else:
from_date = to_date - timedelta(days=self.DEFAULT_TXS_DAYS)
txs_qs = txs_qs.from_date(from_date)
context['transactions'] = txs_qs
return context
def get_current_end_date_filter(context):
entity_slug = context['view'].kwargs.get('entity_slug')
return get_end_date_from_session(entity_slug, context['request'])
