Creditor simple stats

project/config/urls.py

@@ -37,6 +37,7 @@
     # Your stuff: custom urls includes go here
     url(r'^members/', include('members.urls')),
     url(r'^velkoja/', include('velkoja.urls')),
+    url(r'^creditor/', include('creditor.urls')),
 
     url(r'^api/', include(router.urls)),
     url(r'^api-auth/get-token/', authtoken_views.obtain_auth_token),

project/creditor/templates/admin/table.html

@@ -0,0 +1,99 @@
+{% extends "admin/base.html" %}
+
+{% load i18n %}
+
+
+{% block extrastyle %}
+<style>
+@media print
+{    
+   .no-print, .no-print *
+   {
+      display: none !important;
+   }
+}
+</style>
+{% endblock %}
+
+
+{% block title %} {{ site_title|default:_('Django site admin') }}{% endblock %}
+
+
+{% block content %}
+
+<div style="float: right; max-width:400px">
+
+<h3>{% trans "Filter by transaction types" %}</h3>
+<span><a style="display: inline-block; margin-right: 10px;" href="{% url 'table_m' year=year month=month %}">{% trans "All types" %}</a></span>
+{% for t in tags %}
+{% if t.pk = tag_pk %}
+<span style="border: solid 2pt red; display: inline-block; margin-right: 10px"><a href="{% url 'table_m' year=year month=month tag=t.pk|stringformat:"i" %}">{{ t.label }}</a></span>
+{% else %}
+<span><a style="display: inline-block; margin-right: 10px;" href="{% url 'table_m' year=year month=month tag=t.pk|stringformat:"i" %}">{{ t.label }}</a></span>
+{% endif %}
+{% endfor %}
+
+<h3>{% trans "Month selection" %}</h3>
+<table>
+{% for y in years %}
+<tr>
+{% if tag %}
+<th><a href="{% url 'table_y' year=y tag=tag_pk %}">{{ y }}</a></th>
+{% else %}
+<th><a href="{% url 'table_y' year=y %}">{{ y }}</a></th>
+{% endif %}
+{% for m in months %}
+{% if y = year and m = month %}
+<td style="border: solid 2pt red;"><a href="{% url 'table_m' year=y month=m tag=tag_pk %}">{{ m }}</a></td>
+{% else %}
+<td><a href="{% url 'table_m' year=y month=m tag=tag_pk %}">{{ m }}</a></td>
+{% endif %}
+{% endfor %}
+</tr>
+{% endfor %}
+</table>
+</div>
+
+
+<h1>{{ month }}-{{ year }} {{ tag.label }}</h1>
+
+<h3>{% trans "Summary" %}</h3>
+<table>
+<tr><th>{% trans "Income" %}</th><td>{{ income.sum }}</td></tr>
+<tr><th>{% trans "Receivables" %}</th><td>{{ receivables.sum }}</td></tr>
+<tr><th>{% trans "Balance" %}</th><td>{{ total.sum }}</td></tr>
+</table>
+
+
+<h3>{% trans "Frequency table" %}</h3>
+<table>
+<tr>
+<th>{% trans "Amount" %}</th>
+<th>{% trans "Freq" %}</th>
+</tr>
+{% for f in freq_table %}
+<tr>
+<th>{{ f.amount }}</th>
+<td>{{ f.freq }}</td>
+</tr>
+{% endfor %}
+</table>
+
+
+
+<h3>{% trans "Transactions" %}</h3>
+
+<table>
+  {% for list_item in object_list %}
+  <tr>
+    <td>{{ list_item.owner }}</td>
+    {% if list_item.amount < 0 %}<td style="color: red;">{{ list_item.amount }}</td>
+    {% else %}<td style="color: green;">+{{ list_item.amount }}</td>{% endif %}
+    <td>{{ list_item.tag }}</td>
+    <td>{{ list_item.stamp }}</td>
+  </tr>
+  {% endfor %}
+</table>
+
+{% endblock content %}
+

project/creditor/templates/admin/table_year.html

@@ -0,0 +1,80 @@
+{% extends "admin/base.html" %}
+
+{% load i18n %}
+{% load aggregation_utils %}
+
+{% block extrastyle %}
+<style>
+@media print
+{    
+   .no-print, .no-print *
+   {
+      display: none !important;
+   }
+}
+</style>
+{% endblock %}
+
+
+{% block title %} {{ site_title|default:_('Django site admin') }}{% endblock %}
+
+
+{% block content %}
+
+
+<div style="float: right; max-width:400px">
+
+<h3>{% trans "Filter by transaction types" %}</h3>
+<span><a style="display: inline-block; margin-right: 10px;" href="{% url 'table_y' year=year %}">{% trans "All types" %}</a></span>
+{% for t in tags %}
+{% if t.pk = tag_pk %}
+<span style="border: solid 2pt red; display: inline-block; margin-right: 10px"><a href="{% url 'table_y' year=year tag=t.pk|stringformat:"i" %}">{{ t.label }}</a></span>
+{% else %}
+<span><a style="display: inline-block; margin-right: 10px;" href="{% url 'table_y' year=year tag=t.pk|stringformat:"i" %}">{{ t.label }}</a></span>
+{% endif %}
+{% endfor %}
+
+
+<h3>{% trans "Month selection" %}</h3>
+<table>
+{% for y in years %}
+<tr>
+<th><a href="{% url 'table_y' year=y tag=tag_pk %}">{{ y }}</a></th>
+{% for m in months %}
+<td><a href="{% url 'table_m' year=y month=m tag=tag_pk %}">{{ m }}</a></td>
+{% endfor %}
+</tr>
+{% endfor %}
+</table>
+</div>
+
+<div style="clear: left">
+
+
+
+<h1>{{ year }} {{ tag.label }}</h1>
+
+<h3>{% trans "Summary" %}</h3>
+<p>{% trans "Year" %} {{ year }}</p>
+
+<table border="1">
+<tr>
+<th>{% trans "Month" %}</th>
+<th>{% trans "Income" %}</th>
+<th>{% trans "Receivables" %}</th>
+<th>{% trans "Total" %}</th>
+</tr>
+{% for m in months %}
+<tr>
+<th><a href="{% url 'table_m' year=year month=m tag=tag_pk %}">{{ m }}</a></th>
+<td><span style="color: green;">{{income|month_sum_value:m}}</span></td>
+<td><span style="color: red;">{{receivables|month_sum_value:m}}</span></td>
+<td>{% if total|month_sum_value:m < 0 %}<span style="color: red;">{% else %}<span style="color: green;">{% endif %}{{total|month_sum_value:m}}</span></td>
+</tr>
+{% endfor %}
+</table>
+
+</div>
+
+{% endblock content %}
+

project/creditor/templatetags/__init__.py

@@ -0,0 +1 @@
+# -*- coding: utf-8 -*-

project/creditor/templatetags/aggregation_utils.py

@@ -0,0 +1,11 @@
+from django import template
+
+register = template.Library()
+
+@register.filter
+def month_sum_value(month_array, month):
+    for d in month_array:
+      if str(month) == d['month']:
+         return d['sum']
+    return '.'
+

project/creditor/urls.py

@@ -0,0 +1,14 @@
+# -*- coding: utf-8 -*-
+from django.conf.urls import url
+from django.contrib.auth.decorators import permission_required
+
+from . import views
+
+urlpatterns = [
+    url(r'^transaction_table/$', permission_required('is_staff')(views.TransactionYearView.as_view()), name="table_y"),
+    url(r'^transaction_table/(?P<year>[0-9]{4})/$', permission_required('is_staff')(views.TransactionYearView.as_view()), name="table_y"),
+    url(r'^transaction_table/(?P<year>[0-9]{4})/tag=(?P<tag>[0-9]+)$', permission_required('is_staff')(views.TransactionYearView.as_view()), name="table_y"),
+
+    url(r'^transaction_table/(?P<year>[0-9]{4})/(?P<month>[0-9]{2})/$', permission_required('is_staff')(views.TransactionMonthView.as_view()), name="table_m"),
+    url(r'^transaction_table/(?P<year>[0-9]{4})/(?P<month>[0-9]{2})/tag=(?P<tag>[0-9]+)$', permission_required('is_staff')(views.TransactionMonthView.as_view()), name="table_m"),
+]

project/creditor/views.py

@@ -1,4 +1,78 @@
 # -*- coding: utf-8 -*-
 from django.shortcuts import render
+from django.views.generic import ListView
+from creditor.models import Transaction, TransactionTag
+from django.db.models import Sum, Count
+from django.utils import timezone
 
-# Create your views here.
+
+class TransactionMonthView(ListView):
+   model = Transaction
+   template_name = "admin/table.html"
+
+   param_tag = None
+   def get_queryset(self):
+
+      self.param_year = self.kwargs['year']
+      self.param_month = self.kwargs['month']
+
+      if('tag' in self.kwargs and int(self.kwargs['tag']) in TransactionTag.objects.values_list('pk', flat=True)):
+         #print(TransactionTag.objects.filter(pk=int(self.kwargs['tag']))[0])
+         self.param_tag = TransactionTag.objects.filter(pk=int(self.kwargs['tag']))[0]
+         return Transaction.objects.filter(stamp__year=self.param_year).filter(stamp__month=self.param_month).filter(tag__pk=self.param_tag.pk).order_by('owner__lname','owner__fname')
+
+      return Transaction.objects.filter(stamp__year=self.param_year).filter(stamp__month=self.param_month).order_by('owner__lname','owner__fname')
+
+
+   def get_context_data(self, **kwargs):
+      context = super(TransactionMonthView, self).get_context_data(**kwargs)
+      context['income'] = self.get_queryset().filter(amount__gte=0).aggregate(sum=Sum('amount'))
+      context['receivables'] = self.get_queryset().filter(amount__lt=0).aggregate(sum=Sum('amount'))
+      context['freq_table'] = self.get_queryset().values('amount').annotate(freq=Count('amount')).order_by('-amount')
+      context['total'] = self.get_queryset().aggregate(sum=Sum('amount'))
+      context['year'] = self.param_year
+      context['tag'] = self.param_tag
+      context['tag_pk'] = 0 if self.param_tag == None else self.param_tag.pk
+      #context['tag_label'] = self.param_tag.label
+      context['month'] = self.param_month.rjust(2, "0")
+      context['months'] = ['01','02','03','04','05','06','07','08','09','10','11','12']
+      context['years'] = [str(d.year) for d in Transaction.objects.datetimes('stamp', 'year')]
+      context['tags'] = TransactionTag.objects.values('pk','label').order_by('pk')
+
+      return context
+
+class TransactionYearView(ListView):
+   model = Transaction
+   template_name = "admin/table_year.html"
+
+   param_year = timezone.now().year
+   param_tag = None
+   def get_queryset(self):
+
+      if('year' in self.kwargs):
+         self.param_year = self.kwargs['year']
+
+      # tag number must refer to existing TransactionTag
+      if('tag' in self.kwargs and int(self.kwargs['tag']) in TransactionTag.objects.values_list('pk', flat=True)):
+         self.param_tag = TransactionTag.objects.filter(pk=int(self.kwargs['tag']))[0]
+         #self.tag_label = TransactionTag.objects.filter(pk=self.param_tag)[0]
+         #self.param_tag = self.kwargs['tag']
+         return Transaction.objects.filter(stamp__year=self.param_year).filter(tag__pk=self.param_tag.pk)
+
+      return Transaction.objects.filter(stamp__year=self.param_year)
+
+
+   def get_context_data(self, **kwargs):
+      context = super(TransactionYearView, self).get_context_data(**kwargs)
+      context['receivables'] = self.get_queryset().filter(amount__lt=0).extra(select={'month': "to_char(stamp, 'MM' )"}).values('month').annotate(sum=Sum('amount')).order_by()
+      context['income'] = self.get_queryset().filter(amount__gte=0).extra(select={'month': "to_char(stamp, 'MM' )"}).values('month').annotate(sum=Sum('amount')).order_by()
+      context['total'] = self.get_queryset().extra(select={'month': "to_char(stamp, 'MM' )"}).values('month').annotate(sum=Sum('amount')).order_by()
+      context['tag'] = self.param_tag
+      context['tag_pk'] = 0 if self.param_tag == None else self.param_tag.pk
+      #context['tag_label'] = None if self.param_tag == None else self.param_tag.label
+      context['year'] = self.param_year
+      context['months'] = ['01','02','03','04','05','06','07','08','09','10','11','12']
+      context['years'] = [d.year for d in Transaction.objects.datetimes('stamp', 'year')]
+      context['tags'] = TransactionTag.objects.values('pk','label').order_by('pk')
+
+      return context