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Add transferred/received amounts in statistics page
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Baptiste Jonglez authored and almet committed Dec 26, 2024
1 parent 4b96e89 commit 5bb311e
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Showing 2 changed files with 42 additions and 23 deletions.
57 changes: 37 additions & 20 deletions ihatemoney/models.py
Original file line number Diff line number Diff line change
Expand Up @@ -113,42 +113,57 @@ def active_members(self):

@property
def full_balance(self):
"""Returns a triple of dicts:
"""Returns a tuple of dicts:
- dict mapping each member to its balance
- dict mapping each member to its overall balance
- dict mapping each member to how much he/she should pay others
(i.e. how much he/she benefited from bills)
- dict mapping each member to its expenses (i.e. how much he/she
benefited from all bills, whoever actually paid)
- dict mapping each member to how much he/she should be paid by
others (i.e. how much he/she has paid for bills)
- dict mapping each member to how much he/she has paid for bills
- dict mapping each member to how much he/she has transferred
money to other members
- dict mapping each member to how much he/she has received money
from other members
balance, spent, paid, transferred, received
balance spent paid
"""
balances, should_pay, should_receive = (defaultdict(int) for time in (1, 2, 3))
balances, spent, paid, transferred, received = (
defaultdict(float) for _ in range(5)
)
for bill in self.get_bills_unordered().all():
total_weight = sum(ower.weight for ower in bill.owers)

if bill.bill_type == BillType.EXPENSE:
should_receive[bill.payer.id] += bill.converted_amount
paid[bill.payer.id] += bill.converted_amount
for ower in bill.owers:
should_pay[ower.id] += (
ower.weight * bill.converted_amount / total_weight
)
spent[ower.id] += ower.weight * bill.converted_amount / total_weight

if bill.bill_type == BillType.REIMBURSEMENT:
should_receive[bill.payer.id] += bill.converted_amount
transferred[bill.payer.id] += bill.converted_amount
for ower in bill.owers:
should_receive[ower.id] -= bill.converted_amount
received[ower.id] += (
ower.weight * bill.converted_amount / total_weight
)

for person in self.members:
balance = should_receive[person.id] - should_pay[person.id]
balance = (
paid[person.id]
- spent[person.id]
+ transferred[person.id]
- received[person.id]
)
balances[person.id] = balance

return (
balances,
should_pay,
should_receive,
spent,
paid,
transferred,
received,
)

@property
Expand All @@ -157,17 +172,19 @@ def balance(self):

@property
def members_stats(self):
"""Compute what each participant has paid
"""Compute what each participant has spent, paid, transferred and received
:return: one stat dict per participant
:rtype list:
"""
balance, spent, paid = self.full_balance
balance, spent, paid, transferred, received = self.full_balance
return [
{
"member": member,
"spent": -1.0 * spent[member.id],
"paid": paid[member.id],
"spent": spent[member.id],
"transferred": transferred[member.id],
"received": -1.0 * received[member.id],
"balance": balance[member.id],
}
for member in self.active_members
Expand Down
8 changes: 5 additions & 3 deletions ihatemoney/templates/statistics.html
Original file line number Diff line number Diff line change
Expand Up @@ -10,20 +10,22 @@
{% block content %}
<div class="d-flex flex-column">
<table id="bill_table" class="split_bills table table-striped ml-md-n3">
<thead><tr><th class="d-md-none">{{ _("Who?") }}</th><th>{{ _("Paid") }}</th><th>{{ _("Spent") }}</th></tr></thead>
<thead><tr><th class="d-md-none">{{ _("Who?") }}</th><th>{{ _("Paid") }}</th><th>{{ _("Expenses") }}</th><th>{{ _("Transferred") }}</th><th>{{ _("Received") }}</th></tr></thead>
<tbody>
{% for stat in members_stats|sort(attribute='member.name') %}
<tr>
<td class="d-md-none">{{ stat.member.name }}</td>
<td>{{ stat.paid|currency }}</td>
<td>{{ stat.spent|currency }}</td>
<td>{{ stat.transferred|currency }}</td>
<td>{{ stat.received|currency }}</td>
</tr>
{% endfor %}
</tbody>
</table>
<h2>{{ _("Expenses by Month") }}</h2>
<h2>{{ _("Expenses by month") }}</h2>
<table id="monthly_stats" class="table table-striped">
<thead><tr><th>{{ _("Period") }}</th><th>{{ _("Spent") }}</th></tr></thead>
<thead><tr><th>{{ _("Period") }}</th><th>{{ _("Expenses") }}</th></tr></thead>
<tbody>
{% for month in months %}
<tr>
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