partly calculate analysis and improve amount formatting

financeplanner/templates/financeplanner/index.html

@@ -49,12 +49,24 @@
     <h2>Analysis</h2>
     <table>
         <tbody>
+        <tr>
+            <td>avg outgoing transactions / month</td>
+            <td>{{ analysis.avg_monthly_out|euro }}</td>
+        </tr>
         <tr>
             <td>avg incoming transactions / month</td>
+            <td>{{ analysis.avg_monthly_in|euro }}</td>
+        </tr>
+        <tr>
+            <td>irregular expenses / month</td>
             <td>0</td>
         </tr>
         <tr>
-            <td>avg outgoing transactions / month</td>
+            <td>irregular expenses / week</td>
+            <td>0</td>
+        </tr>
+        <tr>
+            <td>irregular expenses / day</td>
             <td>0</td>
         </tr>
         </tbody>

financeplanner/templatetags/custom_tags.py

@@ -2,10 +2,12 @@ from decimal import Decimal
 
 from django import template
 
+from financeplanner.utils import format_price
+
 register = template.Library()
 
 
 @register.filter(name="euro")
 def euro(value):
     assert isinstance(value, Decimal)
-    return str(value) + "€"
+    return format_price(value) or "-"

financeplanner/utils.py

@@ -18,7 +18,7 @@ def round_with_dec_places(number, places):
 def format_price(number):
     if number is None:
         return None
-    return f"{round_with_dec_places(number, 2)}€"
+    return f"{round_with_dec_places(number, 2)} €"
 
 
 def _count_rates(start, end, months_delta):

financeplanner/views.py

@@ -176,6 +176,27 @@ def _build_graph_data(range_start, range_end, calculation_start, balance_list, a
     return stats
 
 
+def _calculate_analysis(user):
+    result = {}
+
+    today = datetime.now().date()
+    booked = Q(booking_date__lte=today)
+    outgoing = Q(amount__gt=0)
+    incoming = Q(amount__lt=0)
+    recurring = Q(recurring_months__isnull=False) & (
+            Q(not_recurring_after__isnull=True) | Q(not_recurring_after__gte=today))
+
+    out_trans = user.transactions.filter(booked & outgoing & recurring)
+    out_trans_per_month = [t.amount / t.recurring_months for t in out_trans]
+    result["avg_monthly_out"] = sum(out_trans_per_month)
+
+    in_trans = user.transactions.filter(booked & incoming & recurring)
+    in_trans_per_month = [t.amount / t.recurring_months for t in in_trans]
+    result["avg_monthly_in"] = -sum(in_trans_per_month)
+
+    return result
+
+
 @login_required
 def index(request):
     user = request.user
@@ -190,6 +211,7 @@ def index(request):
         graph_data = _build_graph_data(range_start, range_end, calculation_start, balance_list, actual_transactions)
     else:
         graph_data = None
+    analysis = _calculate_analysis(user)
     context = {
         "range_start": range_start,
         "range_end": range_end,
@@ -198,5 +220,6 @@ def index(request):
         "transaction_list": transaction_list,
         "actual_transactions": sorted(actual_transactions, key=lambda t: t[0]),
         "graph_data": graph_data,
+        "analysis": analysis,
     }
     return render(request, "financeplanner/index.html", context)