mirror/ezbookkeeping
1
0
Fork 0
mirror of https://github.com/mayswind/ezbookkeeping.git synced 2026-05-14 06:57:35 +08:00
Code Issues Packages Projects Releases Wiki Activity

add account total assets/liabilities chart

Browse Source
This commit is contained in:
MaysWind
2021-02-03 00:58:46 +08:00
parent 700e1fd839
commit efa41b75fd
5 changed files with 234 additions and 113 deletions
Download Patch File Download Diff File Expand all files Collapse all files
src/components/mobile/PieChart.vue
+3 -1
View File
@@ -44,7 +44,7 @@
<span class="skeleton-text" v-if="skeleton">Name</span>
<span v-else-if="!skeleton && selectedItem.name">{{ selectedItem.name }}</span>
<span class="skeleton-text" v-if="skeleton">Value</span>
<span v-else-if="!skeleton" :style="(selectedItem ? selectedItem.color : '') | iconStyle('default', 'var(--default-icon-color)')">{{ selectedItem.value | currency(defaultCurrency) }}</span>
<span v-else-if="!skeleton" :style="(selectedItem ? selectedItem.color : '') | iconStyle('default', 'var(--default-icon-color)')">{{ selectedItem.value | currency(selectedItem.currency || defaultCurrency) }}</span>
<f7-icon class="item-navigate-icon" f7="chevron_right" v-if="enableClickItem"></f7-icon>
</f7-link>
<f7-link :no-link-class="true" v-else-if="!validItems || !validItems.length">
@@ -68,6 +68,7 @@ export default {
'nameField',
'valueField',
'percentField',
'currencyField',
'colorField',
'hiddenField',
'minValidPercent',
@@ -111,6 +112,7 @@ export default {
value: item[this.valueField],
percent: (item[this.percentField] > 0 || item[this.percentField] === 0 || item[this.percentField] === '0') ? item[this.percentField] : (item[this.valueField] / totalValidValue * 100),
actualPercent: item[this.valueField] / totalValidValue,
currency: item[this.currencyField],
color: item[this.colorField] ? item[this.colorField] : 'c8c8c8',
sourceItem: item
});
src/consts/statistics.js
+8
View File
@@ -31,6 +31,14 @@ const allChartDataTypes = {
IncomeBySecondaryCategory: {
type: 5,
name: 'Income By Secondary Category'
},
AccountTotalAssets: {
type: 6,
name: 'Account Total Assets'
},
AccountTotalLiabilities: {
type: 7,
name: 'Account Total Liabilities'
}
};
src/locales/en.js
+5
View File
@@ -647,6 +647,9 @@ export default {
'No transaction data': 'No transaction data',
'Are you sure you want to delete this transaction?': 'Are you sure you want to delete this transaction?',
'Unable to delete this transaction': 'Unable to delete this transaction',
'Total Amount': 'Total Amount',
'Total Assets': 'Total Assets',
'Total Liabilities': 'Total Liabilities',
'Total Expense': 'Total Expense',
'Total Income': 'Total Income',
'Expense Chart': 'Expense Chart',
@@ -657,6 +660,8 @@ export default {
'Income By Account': 'Income By Account',
'Income By Primary Category': 'Income By Primary Category',
'Income By Secondary Category': 'Income By Secondary Category',
'Account Total Assets': 'Account Total Assets',
'Account Total Liabilities': 'Account Total Liabilities',
'Statistics Settings': 'Statistics Settings',
'Default Chart Type': 'Default Chart Type',
'Default Chart Data Type': 'Default Chart Data Type',
src/locales/zh_Hans.js
+5
View File
@@ -647,6 +647,9 @@ export default {
'No transaction data': '没有交易数据',
'Are you sure you want to delete this transaction?': '您确定要删除该交易？',
'Unable to delete this transaction': '无法删除该交易',
'Total Amount': '总金额',
'Total Assets': '总资产',
'Total Liabilities': '总负债',
'Total Expense': '总支出',
'Total Income': '总收入',
'Expense Chart': '支出图表',
@@ -657,6 +660,8 @@ export default {
'Income By Account': '账户收入',
'Income By Primary Category': '一级分类收入',
'Income By Secondary Category': '二级分类收入',
'Account Total Assets': '账户总资产',
'Account Total Liabilities': '账户总负债',
'Statistics Settings': '统计设置',
'Default Chart Type': '默认图表类型',
'Default Chart Data Type': '默认图表数据类型',
src/views/mobile/statistics/Transaction.vue
+213 -112
View File
@@ -48,13 +48,15 @@
name-field="name"
value-field="totalAmount"
percent-field="percent"
currency-field="currency"
color-field="color"
hidden-field="hidden"
v-else-if="!loading"
@click="clickPieChartItem"
>
<text class="statistics-pie-chart-total-amount-title" v-if="statisticsData.items && statisticsData.items.length && (query.chartDataType === $constants.statistics.allChartDataTypes.ExpenseByAccount.type || query.chartDataType === $constants.statistics.allChartDataTypes.ExpenseByPrimaryCategory.type || query.chartDataType === $constants.statistics.allChartDataTypes.ExpenseBySecondaryCategory.type)">{{ $t('Total Expense') }}</text>
<text class="statistics-pie-chart-total-amount-title" v-if="statisticsData.items && statisticsData.items.length && (query.chartDataType === $constants.statistics.allChartDataTypes.IncomeByAccount.type || query.chartDataType === $constants.statistics.allChartDataTypes.IncomeByPrimaryCategory.type || query.chartDataType === $constants.statistics.allChartDataTypes.IncomeBySecondaryCategory.type)">{{ $t('Total Income') }}</text>
<text class="statistics-pie-chart-total-amount-title" v-if="statisticsData.items && statisticsData.items.length">
{{ query.chartDataType | totalAmountName(allChartDataTypes) | localized }}
</text>
<text class="statistics-pie-chart-total-amount-value" v-if="statisticsData.items && statisticsData.items.length">
{{ statisticsData.totalAmount | currency(defaultCurrency) }}
</text>
@@ -140,8 +142,9 @@
</f7-list>
<f7-list v-else-if="!loading && statisticsData && statisticsData.items && statisticsData.items.length">
<f7-list-item class="statistics-list-item-overview">
<div slot="header" v-if="query.chartDataType === $constants.statistics.allChartDataTypes.ExpenseByAccount.type || query.chartDataType === $constants.statistics.allChartDataTypes.ExpenseByPrimaryCategory.type || query.chartDataType === $constants.statistics.allChartDataTypes.ExpenseBySecondaryCategory.type">{{ $t('Total Expense') }}</div>
<div slot="header" v-if="query.chartDataType === $constants.statistics.allChartDataTypes.IncomeByAccount.type || query.chartDataType === $constants.statistics.allChartDataTypes.IncomeByPrimaryCategory.type || query.chartDataType === $constants.statistics.allChartDataTypes.IncomeBySecondaryCategory.type">{{ $t('Total Income') }}</div>
<div slot="header">
{{ query.chartDataType | totalAmountName(allChartDataTypes) | localized }}
</div>
<div slot="title"
:class="{ 'statistics-list-item-overview-amount': true, 'text-color-teal': query.chartDataType === $constants.statistics.allChartDataTypes.ExpenseByAccount.type || query.chartDataType === $constants.statistics.allChartDataTypes.ExpenseByPrimaryCategory.type || query.chartDataType === $constants.statistics.allChartDataTypes.ExpenseBySecondaryCategory.type, 'text-color-red': query.chartDataType === $constants.statistics.allChartDataTypes.IncomeByAccount.type || query.chartDataType === $constants.statistics.allChartDataTypes.IncomeByPrimaryCategory.type || query.chartDataType === $constants.statistics.allChartDataTypes.IncomeBySecondaryCategory.type }">
{{ statisticsData.totalAmount | currency(defaultCurrency) }}
@@ -170,7 +173,7 @@
</div>
<div slot="after">
<span>{{ item.totalAmount | currency(defaultCurrency) }}</span>
<span>{{ item.totalAmount | currency(item.currency || defaultCurrency) }}</span>
</div>
<div slot="inner-end" class="statistics-item-end">
@@ -184,13 +187,13 @@
</f7-card>
<f7-toolbar tabbar bottom class="toolbar-item-auto-size">
<f7-link :class="{ 'disabled': query.dateType === $constants.datetime.allDateRanges.All.type }" @click="shiftDateRange(query.startTime, query.endTime, -1)">
<f7-link :class="{ 'disabled': query.dateType === $constants.datetime.allDateRanges.All.type || query.chartDataType === $constants.statistics.allChartDataTypes.AccountTotalAssets.type || query.chartDataType === $constants.statistics.allChartDataTypes.AccountTotalLiabilities.type }" @click="shiftDateRange(query.startTime, query.endTime, -1)">
<f7-icon f7="arrow_left_square"></f7-icon>
</f7-link>
<f7-link class="tabbar-text-with-ellipsis" popover-open=".date-popover-menu">
<f7-link :class="{ 'tabbar-text-with-ellipsis': true, 'disabled': query.chartDataType === $constants.statistics.allChartDataTypes.AccountTotalAssets.type || query.chartDataType === $constants.statistics.allChartDataTypes.AccountTotalLiabilities.type }" popover-open=".date-popover-menu">
<span :class="{ 'tabbar-item-changed': query.maxTime > 0 || query.minTime > 0 }">{{ dateRangeName(query) }}</span>
</f7-link>
<f7-link :class="{ 'disabled': query.dateType === $constants.datetime.allDateRanges.All.type }" @click="shiftDateRange(query.startTime, query.endTime, 1)">
<f7-link :class="{ 'disabled': query.dateType === $constants.datetime.allDateRanges.All.type || query.chartDataType === $constants.statistics.allChartDataTypes.AccountTotalAssets.type || query.chartDataType === $constants.statistics.allChartDataTypes.AccountTotalLiabilities.type }" @click="shiftDateRange(query.startTime, query.endTime, 1)">
<f7-icon f7="arrow_right_square"></f7-icon>
</f7-link>
<f7-link class="tabbar-text-with-ellipsis" @click="setChartType($constants.statistics.allChartTypes.Pie)">
@@ -283,111 +286,32 @@ export default {
},
statisticsData() {
const self = this;
const combinedData = {};
let combinedData = {
items: [],
totalAmount: 0
};
let allAmount = 0;
for (let i = 0; i < self.$store.state.transactionStatistics.items.length; i++) {
const item = self.$store.state.transactionStatistics.items[i];
if (!item.primaryAccount || !item.account || !item.primaryCategory || !item.category) {
continue;
}
if (self.query.chartDataType === self.$constants.statistics.allChartDataTypes.ExpenseByAccount.type ||
self.query.chartDataType === self.$constants.statistics.allChartDataTypes.ExpenseByPrimaryCategory.type ||
self.query.chartDataType === self.$constants.statistics.allChartDataTypes.ExpenseBySecondaryCategory.type) {
if (item.category.type !== self.$constants.category.allCategoryTypes.Expense) {
continue;
}
} else if (self.query.chartDataType === self.$constants.statistics.allChartDataTypes.IncomeByAccount.type ||
self.query.chartDataType === self.$constants.statistics.allChartDataTypes.IncomeByPrimaryCategory.type ||
self.query.chartDataType === self.$constants.statistics.allChartDataTypes.IncomeBySecondaryCategory.type) {
if (item.category.type !== self.$constants.category.allCategoryTypes.Income) {
continue;
}
} else {
continue;
}
if (self.query.chartDataType === self.$constants.statistics.allChartDataTypes.ExpenseByAccount.type ||
self.query.chartDataType === self.$constants.statistics.allChartDataTypes.IncomeByAccount.type) {
if (self.$utilities.isNumber(item.amountInDefaultCurrency)) {
let data = combinedData[item.account.id];
if (data) {
data.totalAmount += item.amountInDefaultCurrency;
} else {
data = {
name: item.account.name,
type: 'account',
id: item.account.id,
icon: item.account.icon || self.$constants.icons.defaultAccountIcon.icon,
color: item.account.color || self.$constants.colors.defaultAccountColor,
hidden: item.primaryAccount.hidden || item.account.hidden,
totalAmount: item.amountInDefaultCurrency
}
}
allAmount += item.amountInDefaultCurrency;
combinedData[item.account.id] = data;
}
} else if (self.query.chartDataType === self.$constants.statistics.allChartDataTypes.ExpenseByPrimaryCategory.type ||
self.query.chartDataType === self.$constants.statistics.allChartDataTypes.IncomeByPrimaryCategory.type) {
if (self.$utilities.isNumber(item.amountInDefaultCurrency)) {
let data = combinedData[item.primaryCategory.id];
if (data) {
data.totalAmount += item.amountInDefaultCurrency;
} else {
data = {
name: item.primaryCategory.name,
type: 'category',
id: item.primaryCategory.id,
icon: item.primaryCategory.icon || self.$constants.icons.defaultCategoryIcon.icon,
color: item.primaryCategory.color || self.$constants.colors.defaultCategoryColor,
hidden: item.primaryCategory.hidden,
totalAmount: item.amountInDefaultCurrency
}
}
allAmount += item.amountInDefaultCurrency;
combinedData[item.primaryCategory.id] = data;
}
} else if (self.query.chartDataType === self.$constants.statistics.allChartDataTypes.ExpenseBySecondaryCategory.type ||
self.query.chartDataType === self.$constants.statistics.allChartDataTypes.IncomeBySecondaryCategory.type) {
if (self.$utilities.isNumber(item.amountInDefaultCurrency)) {
let data = combinedData[item.category.id];
if (data) {
data.totalAmount += item.amountInDefaultCurrency;
} else {
data = {
name: item.category.name,
type: 'category',
id: item.category.id,
icon: item.category.icon || self.$constants.icons.defaultCategoryIcon.icon,
color: item.category.color || self.$constants.colors.defaultCategoryColor,
hidden: item.primaryCategory.hidden || item.category.hidden,
totalAmount: item.amountInDefaultCurrency
}
}
allAmount += item.amountInDefaultCurrency;
combinedData[item.category.id] = data;
}
}
if (self.query.chartDataType === self.$constants.statistics.allChartDataTypes.ExpenseByAccount.type ||
self.query.chartDataType === self.$constants.statistics.allChartDataTypes.ExpenseByPrimaryCategory.type ||
self.query.chartDataType === self.$constants.statistics.allChartDataTypes.ExpenseBySecondaryCategory.type ||
self.query.chartDataType === self.$constants.statistics.allChartDataTypes.IncomeByAccount.type ||
self.query.chartDataType === self.$constants.statistics.allChartDataTypes.IncomeByPrimaryCategory.type ||
self.query.chartDataType === self.$constants.statistics.allChartDataTypes.IncomeBySecondaryCategory.type) {
combinedData = this.getDataItemsByTransactions(self.$store.state.transactionStatistics);
} else if (self.query.chartDataType === self.$constants.statistics.allChartDataTypes.AccountTotalAssets.type ||
self.query.chartDataType === self.$constants.statistics.allChartDataTypes.AccountTotalLiabilities.type) {
combinedData = this.getDataItemsByAccounts(self.$store.getters.allPlainAccounts);
}
const allStatisticsItems = [];
for (let id in combinedData) {
if (!Object.prototype.hasOwnProperty.call(combinedData, id)) {
for (let id in combinedData.items) {
if (!Object.prototype.hasOwnProperty.call(combinedData.items, id)) {
continue;
}
const data = combinedData[id];
data.percent = data.totalAmount * 100 / allAmount;
const data = combinedData.items[id];
data.percent = data.totalAmount * 100 / combinedData.totalAmount;
allStatisticsItems.push(data);
}
@@ -397,7 +321,7 @@ export default {
});
return {
totalAmount: allAmount,
totalAmount: combinedData.totalAmount,
items: allStatisticsItems
};
}
@@ -414,7 +338,7 @@ export default {
let defaultChartDataType = self.$settings.getStatisticsDefaultChartDataType();
if (defaultChartDataType < self.$constants.statistics.allChartDataTypes.ExpenseByAccount.type || defaultChartDataType > self.$constants.statistics.allChartDataTypes.IncomeBySecondaryCategory.type) {
if (defaultChartDataType < self.$constants.statistics.allChartDataTypes.ExpenseByAccount.type || defaultChartDataType > self.$constants.statistics.allChartDataTypes.AccountTotalLiabilities.type) {
defaultChartDataType = self.$constants.statistics.defaultChartDataType;
}
@@ -558,6 +482,11 @@ export default {
this.reload(null);
},
dateRangeName(query) {
if (query.chartDataType === this.$constants.statistics.allChartDataTypes.AccountTotalAssets.type ||
query.chartDataType === this.$constants.statistics.allChartDataTypes.AccountTotalLiabilities.type) {
return this.$t(this.allDateRanges.All.name);
}
if (query.dateType === this.allDateRanges.All.type) {
return this.$t(this.allDateRanges.All.name);
}
@@ -608,6 +537,163 @@ export default {
},
settings() {
this.$f7router.navigate('/statistic/settings');
},
getDataItemsByTransactions(transactionStatistics) {
const allDataItems = {};
let allAmount = 0;
for (let i = 0; i < transactionStatistics.items.length; i++) {
const item = transactionStatistics.items[i];
if (!item.primaryAccount || !item.account || !item.primaryCategory || !item.category) {
continue;
}
if (this.query.chartDataType === this.$constants.statistics.allChartDataTypes.ExpenseByAccount.type ||
this.query.chartDataType === this.$constants.statistics.allChartDataTypes.ExpenseByPrimaryCategory.type ||
this.query.chartDataType === this.$constants.statistics.allChartDataTypes.ExpenseBySecondaryCategory.type) {
if (item.category.type !== this.$constants.category.allCategoryTypes.Expense) {
continue;
}
} else if (this.query.chartDataType === this.$constants.statistics.allChartDataTypes.IncomeByAccount.type ||
this.query.chartDataType === this.$constants.statistics.allChartDataTypes.IncomeByPrimaryCategory.type ||
this.query.chartDataType === this.$constants.statistics.allChartDataTypes.IncomeBySecondaryCategory.type) {
if (item.category.type !== this.$constants.category.allCategoryTypes.Income) {
continue;
}
} else {
continue;
}
if (this.query.chartDataType === this.$constants.statistics.allChartDataTypes.ExpenseByAccount.type ||
this.query.chartDataType === this.$constants.statistics.allChartDataTypes.IncomeByAccount.type) {
if (this.$utilities.isNumber(item.amountInDefaultCurrency)) {
let data = allDataItems[item.account.id];
if (data) {
data.totalAmount += item.amountInDefaultCurrency;
} else {
data = {
name: item.account.name,
type: 'account',
id: item.account.id,
icon: item.account.icon || this.$constants.icons.defaultAccountIcon.icon,
color: item.account.color || this.$constants.colors.defaultAccountColor,
hidden: item.primaryAccount.hidden || item.account.hidden,
totalAmount: item.amountInDefaultCurrency
}
}
allAmount += item.amountInDefaultCurrency;
allDataItems[item.account.id] = data;
}
} else if (this.query.chartDataType === this.$constants.statistics.allChartDataTypes.ExpenseByPrimaryCategory.type ||
this.query.chartDataType === this.$constants.statistics.allChartDataTypes.IncomeByPrimaryCategory.type) {
if (this.$utilities.isNumber(item.amountInDefaultCurrency)) {
let data = allDataItems[item.primaryCategory.id];
if (data) {
data.totalAmount += item.amountInDefaultCurrency;
} else {
data = {
name: item.primaryCategory.name,
type: 'category',
id: item.primaryCategory.id,
icon: item.primaryCategory.icon || this.$constants.icons.defaultCategoryIcon.icon,
color: item.primaryCategory.color || this.$constants.colors.defaultCategoryColor,
hidden: item.primaryCategory.hidden,
totalAmount: item.amountInDefaultCurrency
}
}
allAmount += item.amountInDefaultCurrency;
allDataItems[item.primaryCategory.id] = data;
}
} else if (this.query.chartDataType === this.$constants.statistics.allChartDataTypes.ExpenseBySecondaryCategory.type ||
this.query.chartDataType === this.$constants.statistics.allChartDataTypes.IncomeBySecondaryCategory.type) {
if (this.$utilities.isNumber(item.amountInDefaultCurrency)) {
let data = allDataItems[item.category.id];
if (data) {
data.totalAmount += item.amountInDefaultCurrency;
} else {
data = {
name: item.category.name,
type: 'category',
id: item.category.id,
icon: item.category.icon || this.$constants.icons.defaultCategoryIcon.icon,
color: item.category.color || this.$constants.colors.defaultCategoryColor,
hidden: item.primaryCategory.hidden || item.category.hidden,
totalAmount: item.amountInDefaultCurrency
}
}
allAmount += item.amountInDefaultCurrency;
allDataItems[item.category.id] = data;
}
}
}
return {
totalAmount: allAmount,
items: allDataItems
}
},
getDataItemsByAccounts(accounts) {
const allDataItems = {};
let allAmount = 0;
for (let i = 0; i < accounts.length; i++) {
const account = accounts[i];
if (this.query.chartDataType === this.$constants.statistics.allChartDataTypes.AccountTotalAssets.type) {
if (!account.isAsset) {
continue;
}
} else if (this.query.chartDataType === this.$constants.statistics.allChartDataTypes.AccountTotalLiabilities.type) {
if (!account.isLiability) {
continue;
}
}
let primaryAccount = this.$store.state.allAccountsMap[account.parentId];
if (!primaryAccount) {
primaryAccount = account;
}
let amount = account.balance;
if (account.currency !== this.defaultCurrency) {
amount = Math.floor(this.$store.getters.getExchangedAmount(amount, account.currency, this.defaultCurrency));
if (!this.$utilities.isNumber(amount)) {
continue;
}
}
if (account.isLiability) {
amount = -amount;
}
const data = {
name: account.name,
type: 'account',
id: account.id,
icon: account.icon || self.$constants.icons.defaultAccountIcon.icon,
color: account.color || self.$constants.colors.defaultAccountColor,
hidden: primaryAccount.hidden || account.hidden,
totalAmount: amount
};
allAmount += amount;
allDataItems[account.id] = data;
}
return {
totalAmount: allAmount,
items: allDataItems
}
}
},
filters: {
@@ -621,9 +707,22 @@ export default {
return allChartDataTypes[chartDataTypeField].name;
}
}
return 'Statistics';
},
totalAmountName(dataType, allChartDataTypes) {
if (dataType === allChartDataTypes.IncomeByAccount.type || dataType === allChartDataTypes.IncomeByPrimaryCategory.type || dataType === allChartDataTypes.IncomeBySecondaryCategory.type) {
return 'Total Income';
} else if (dataType === allChartDataTypes.ExpenseByAccount.type || dataType === allChartDataTypes.ExpenseByPrimaryCategory.type || dataType === allChartDataTypes.ExpenseBySecondaryCategory.type) {
return 'Total Expense';
} else if (dataType === allChartDataTypes.AccountTotalAssets.type) {
return 'Total Assets';
} else if (dataType === allChartDataTypes.AccountTotalLiabilities.type) {
return 'Total Liabilities';
}
return 'Total Amount';
},
itemLinkUrl(item, query, allChartDataTypes) {
const querys = [];
@@ -633,15 +732,17 @@ export default {
querys.push('type=3');
}
if (query.chartDataType === allChartDataTypes.IncomeByAccount.type || query.chartDataType === allChartDataTypes.ExpenseByAccount.type) {
if (query.chartDataType === allChartDataTypes.IncomeByAccount.type || query.chartDataType === allChartDataTypes.ExpenseByAccount.type || query.chartDataType === allChartDataTypes.AccountTotalAssets.type || query.chartDataType === allChartDataTypes.AccountTotalLiabilities.type) {
querys.push('accountId=' + item.id);
} else if (query.chartDataType === allChartDataTypes.IncomeByPrimaryCategory.type || query.chartDataType === allChartDataTypes.IncomeBySecondaryCategory.type || query.chartDataType === allChartDataTypes.ExpenseByPrimaryCategory.type || query.chartDataType === allChartDataTypes.ExpenseBySecondaryCategory.type) {
querys.push('categoryId=' + item.id);
}
querys.push('dateType=' + query.dateType);
querys.push('minTime=' + query.startTime);
querys.push('maxTime=' + query.endTime);
if (query.chartDataType !== allChartDataTypes.AccountTotalAssets.type && query.chartDataType !== allChartDataTypes.AccountTotalLiabilities.type) {
querys.push('dateType=' + query.dateType);
querys.push('minTime=' + query.startTime);
querys.push('maxTime=' + query.endTime);
}
return '/transaction/list?' + querys.join('&');
}