dao-treasury 0.0.21__cp311-cp311-win_amd64.whl → 0.0.71__cp311-cp311-win_amd64.whl

dao_treasury/.grafana/provisioning/dashboards/transactions/Treasury Transactions.json

@@ -12,152 +12,290 @@
       }
     ]
   },
+  "description": "Summarizes the DAO's monthly profit and loss, providing a breakdown of sorted and unsorted financial activity for each month. Supports financial reporting and tracking the progress of transaction categorization.",
   "editable": true,
   "fiscalYearStartMonth": 0,
   "graphTooltip": 0,
-  "id": 1,
+  "id": 2,
   "links": [],
-  "liveNow": false,
   "panels": [
     {
       "datasource": "SQLite",
+      "description": "Displays a table of monthly profit and loss for the DAO, including Revenue, Cost of Revenue, Expenses, Other Income, Other Expense, Sorted Net, Unsorted Income, Unsorted Expense.\n\nUseful for high-level financial reporting and tracking the progress of transaction categorization.",
       "fieldConfig": {
         "defaults": {
+          "color": {
+            "mode": "continuous-RdYlGr"
+          },
           "custom": {
             "align": "auto",
             "cellOptions": {
               "type": "auto"
             },
-            "inspect": false
+            "footer": {
+              "reducers": ["sum", "max", "mean", "median"]
+            },
+            "inspect": true
           },
+          "fieldMinMax": true,
+          "links": [
+            {
+              "targetBlank": true,
+              "title": "View ${__field.name} transactions for this period",
+              "url": "/d/b21f1092-66a4-4fb0-90ef-ed77d2becaa4/treasury-transactions?var-Top=${__field.name}&from=${__data.fields.month_start}&to=${__data.fields.month_end}"
+            }
+          ],
           "mappings": [],
           "thresholds": {
             "mode": "absolute",
             "steps": [
               {
                 "color": "green",
-                "value": null
+                "value": 0
               },
               {
                 "color": "red",
                 "value": 80
               }
             ]
-          }
+          },
+          "unit": "currencyUSD"
         },
         "overrides": [
           {
             "matcher": {
               "id": "byName",
-              "options": "hash"
+              "options": "Sorted Net"
+            },
+            "properties": [
+              {
+                "id": "custom.cellOptions",
+                "value": {
+                  "type": "color-text"
+                }
+              },
+              {
+                "id": "links"
+              }
+            ]
+          },
+          {
+            "matcher": {
+              "id": "byName",
+              "options": "Net"
+            },
+            "properties": [
+              {
+                "id": "custom.cellOptions",
+                "value": {
+                  "type": "color-text"
+                }
+              },
+              {
+                "id": "links"
+              }
+            ]
+          },
+          {
+            "matcher": {
+              "id": "byName",
+              "options": "Unsorted Income"
+            },
+            "properties": [
+              {
+                "id": "custom.cellOptions",
+                "value": {
+                  "type": "color-text"
+                }
+              },
+              {
+                "id": "color",
+                "value": {
+                  "mode": "fixed"
+                }
+              }
+            ]
+          },
+          {
+            "matcher": {
+              "id": "byName",
+              "options": "Unsorted Expenses"
+            },
+            "properties": [
+              {
+                "id": "custom.cellOptions",
+                "value": {
+                  "type": "color-text"
+                }
+              },
+              {
+                "id": "color",
+                "value": {
+                  "mode": "fixed"
+                }
+              }
+            ]
+          },
+          {
+            "matcher": {
+              "id": "byName",
+              "options": "Other Income"
             },
             "properties": [
               {
-                "id": "links",
-                "value": [
-                  {
-                    "targetBlank": true,
-                    "title": "View on Etherscan",
-                    "url": "https://etherscan.io/tx/${__value.raw}"
-                  }
-                ]
+                "id": "custom.cellOptions",
+                "value": {
+                  "type": "color-text"
+                }
+              },
+              {
+                "id": "color",
+                "value": {
+                  "mode": "fixed"
+                }
               }
             ]
           },
           {
             "matcher": {
               "id": "byName",
-              "options": "block"
+              "options": "Other Expenses"
             },
             "properties": [
               {
-                "id": "links",
-                "value": [
-                  {
-                    "targetBlank": true,
-                    "title": "View on Etherscan",
-                    "url": "https://etherscan.io/block/${__value.raw}"
-                  }
-                ]
+                "id": "custom.cellOptions",
+                "value": {
+                  "type": "color-text"
+                }
+              },
+              {
+                "id": "color",
+                "value": {
+                  "mode": "fixed"
+                }
               }
             ]
           },
           {
             "matcher": {
               "id": "byName",
-              "options": "to"
+              "options": "Operating Net"
             },
             "properties": [
               {
-                "id": "links",
-                "value": [
-                  {
-                    "targetBlank": true,
-                    "title": "View on Etherscan",
-                    "url": "https://etherscan.io/address/${__value.raw}"
-                  }
-                ]
+                "id": "custom.cellOptions",
+                "value": {
+                  "type": "color-text"
+                }
+              },
+              {
+                "id": "color",
+                "value": {
+                  "mode": "continuous-RdYlGr"
+                }
+              },
+              {
+                "id": "links"
               }
             ]
           },
           {
             "matcher": {
               "id": "byName",
-              "options": "from"
+              "options": "month_start"
             },
             "properties": [
               {
-                "id": "links",
-                "value": [
-                  {
-                    "targetBlank": true,
-                    "title": "View on Etherscan",
-                    "url": "https://etherscan.io/address/${__value.raw}"
-                  }
-                ]
+                "id": "unit"
+              },
+              {
+                "id": "custom.hideFrom.viz",
+                "value": true
               }
             ]
           },
           {
             "matcher": {
               "id": "byName",
-              "options": "from nickname"
+              "options": "month_end"
             },
             "properties": [
               {
-                "id": "links",
-                "value": [
-                  {
-                    "targetBlank": true,
-                    "title": "View on Etherscan",
-                    "url": "https://etherscan.io/address/${__data.fields.from}"
-                  }
-                ]
+                "id": "unit"
+              },
+              {
+                "id": "custom.hideFrom.viz",
+                "value": true
               }
             ]
           },
           {
             "matcher": {
               "id": "byName",
-              "options": "to nickname"
+              "options": "Revenue"
             },
             "properties": [
               {
-                "id": "links",
-                "value": [
-                  {
-                    "targetBlank": true,
-                    "title": "View on Etherscan",
-                    "url": "https://etherscan.io/address/${__data.fields.to}"
-                  }
-                ]
+                "id": "custom.cellOptions",
+                "value": {
+                  "type": "color-text"
+                }
+              },
+              {
+                "id": "color",
+                "value": {
+                  "fixedColor": "#ffffff",
+                  "mode": "fixed"
+                }
+              }
+            ]
+          },
+          {
+            "matcher": {
+              "id": "byName",
+              "options": "Expenses"
+            },
+            "properties": [
+              {
+                "id": "custom.cellOptions",
+                "value": {
+                  "type": "color-text"
+                }
+              },
+              {
+                "id": "color",
+                "value": {
+                  "fixedColor": "#ffffff",
+                  "mode": "fixed"
+                }
+              }
+            ]
+          },
+          {
+            "matcher": {
+              "id": "byName",
+              "options": "Cost of Revenue"
+            },
+            "properties": [
+              {
+                "id": "color",
+                "value": {
+                  "fixedColor": "#ffffff",
+                  "mode": "fixed"
+                }
+              },
+              {
+                "id": "custom.cellOptions",
+                "value": {
+                  "type": "color-text"
+                }
               }
             ]
           }
         ]
       },
       "gridPos": {
-        "h": 18,
+        "h": 20,
         "w": 24,
         "x": 0,
         "y": 0
@@ -165,48 +303,43 @@
       "id": 1,
       "options": {
         "cellHeight": "sm",
-        "footer": {
-          "countRows": false,
-          "fields": "",
-          "reducer": [
-            "sum"
-          ],
-          "show": false
-        },
-        "showHeader": true
+        "showHeader": true,
+        "sortBy": [
+          {
+            "desc": true,
+            "displayName": "Month"
+          }
+        ]
       },
-      "pluginVersion": "10.2.0",
+      "pluginVersion": "12.2.1",
       "targets": [
         {
           "datasource": "SQLite",
-          "queryText": "select chain_name as chain, timestamp, block, hash, token, \"from\", from_nickname as \"from nickname\", \"to\", to_nickname as \"to nickname\", amount, price, value_usd as \"value usd\", txgroup, parent_txgroup\nfrom (\n  SELECT treasury_tx_id, b.chain_name, datetime(a.timestamp, 'unixepoch') AS timestamp, a.block, a.hash, a.log_index, c.symbol AS token, d.address AS \"from\", d.nickname as from_nickname, e.address AS \"to\", e.nickname as to_nickname, a.amount, a.price, a.value_usd, f.name AS txgroup, g.name AS parent_txgroup, f.txgroup_id\n  FROM treasury_txs a\n      LEFT JOIN chains b ON a.chain = b.chain_dbid\n      LEFT JOIN tokens c ON a.token_id = c.token_id\n      LEFT JOIN addresses d ON a.\"from\" = d.address_id\n      LEFT JOIN addresses e ON a.\"to\" = e.address_id\n      LEFT JOIN txgroups f ON a.txgroup_id = f.txgroup_id\n      LEFT JOIN txgroups g ON f.parent_txgroup = g.txgroup_id\n  WHERE a.timestamp >= $__from / 1000 and a.timestamp < $__to / 1000\n  --UNION\n  --SELECT -1, chain_name, TIMESTAMP, cast(block AS integer) block, hash, CAST(log_index AS integer) as log_index, token, \"from\", from_nickname, \"to\", to_nickname, amount, price, value_usd, txgroup, parent_txgroup, txgroup_id\n  --FROM stream_ledger\n  --UNION\n  --SELECT -1, *\n  --FROM vesting_ledger  \n) a\nORDER BY timestamp",
+          "queryText": "SELECT\n    month AS \"Month\",\n    SUM(CASE WHEN s.top_category = 'Revenue' THEN value_usd ELSE 0 END) AS \"Revenue\",\n    SUM(CASE WHEN s.top_category = 'Cost of Revenue' THEN value_usd ELSE 0 END) AS \"Cost of Revenue\",\n    SUM(CASE WHEN s.top_category = 'Expenses' THEN value_usd ELSE 0 END) AS \"Expenses\",\n    (\n        SUM(CASE WHEN s.top_category = 'Revenue' THEN value_usd ELSE 0 END)\n      - SUM(CASE WHEN s.top_category = 'Cost of Revenue' THEN value_usd ELSE 0 END)\n      - SUM(CASE WHEN s.top_category = 'Expenses' THEN value_usd ELSE 0 END)\n    ) AS \"Operating Net\",\n    SUM(CASE WHEN s.top_category = 'Other Income' THEN value_usd ELSE 0 END) AS \"Other Income\",\n    SUM(CASE WHEN s.top_category = 'Other Expenses' THEN value_usd ELSE 0 END) AS \"Other Expenses\",\n    (\n        SUM(CASE WHEN s.top_category = 'Revenue' THEN value_usd ELSE 0 END)\n      - SUM(CASE WHEN s.top_category = 'Cost of Revenue' THEN value_usd ELSE 0 END)\n      - SUM(CASE WHEN s.top_category = 'Expenses' THEN value_usd ELSE 0 END)\n      + SUM(CASE WHEN s.top_category = 'Other Income' THEN value_usd ELSE 0 END)\n      - SUM(CASE WHEN s.top_category = 'Other Expenses' THEN value_usd ELSE 0 END)\n    ) AS \"Sorted Net\",\n    SUM(CASE WHEN s.top_category = 'Sort Me (Inbound)' THEN value_usd ELSE 0 END) AS \"Unsorted Income\",\n    SUM(CASE WHEN s.top_category = 'Sort Me (Outbound)' THEN value_usd ELSE 0 END) AS \"Unsorted Expenses\",\n    (\n        SUM(CASE WHEN s.top_category = 'Revenue' THEN value_usd ELSE 0 END)\n      - SUM(CASE WHEN s.top_category = 'Cost of Revenue' THEN value_usd ELSE 0 END)\n      - SUM(CASE WHEN s.top_category = 'Expenses' THEN value_usd ELSE 0 END)\n      + SUM(CASE WHEN s.top_category = 'Other Income' THEN value_usd ELSE 0 END)\n      - SUM(CASE WHEN s.top_category = 'Other Expenses' THEN value_usd ELSE 0 END)\n      + SUM(CASE WHEN s.top_category = 'Sort Me (Inbound)' THEN value_usd ELSE 0 END)\n      - SUM(CASE WHEN s.top_category = 'Sort Me (Outbound)' THEN value_usd ELSE 0 END)\n    ) AS \"Net\",\n    -- Month Start as UNIX timestamp (midnight on the first day)\n    CAST(strftime('%s', month || '-01') * 1000 AS TEXT) AS \"month_start\",\n    -- Month End as UNIX timestamp (one millisecond before the next month starts)\n    CAST(strftime('%s', date(month || '-01', '+1 month')) * 1000 - 1 AS TEXT) AS \"month_end\"\nFROM (\n    SELECT\n        strftime('%Y-%m', datetime(t.timestamp, 'unixepoch')) AS month,\n        gh.top_category,\n        COALESCE(t.value_usd, 0) AS value_usd\n    FROM treasury_txs AS t\n    JOIN txgroups AS tg ON t.txgroup_id = tg.txgroup_id\n    JOIN txgroup_hierarchy AS gh ON tg.txgroup_id = gh.txgroup_id\n    WHERE t.timestamp >= strftime('%s', '2025-01-01') AND tg.name <> 'Ignore'\n) AS s\nGROUP BY month;",
           "queryType": "table",
-          "rawQueryText": "select chain_name as chain, timestamp, block, hash, token, \"from\", from_nickname as \"from nickname\", \"to\", to_nickname as \"to nickname\", amount, price, value_usd as \"value usd\", txgroup, parent_txgroup\nfrom (\n  SELECT treasury_tx_id, b.chain_name, datetime(a.timestamp, 'unixepoch') AS timestamp, a.block, a.hash, a.log_index, c.symbol AS token, d.address AS \"from\", d.nickname as from_nickname, e.address AS \"to\", e.nickname as to_nickname, a.amount, a.price, a.value_usd, f.name AS txgroup, g.name AS parent_txgroup, f.txgroup_id\n  FROM treasury_txs a\n      LEFT JOIN chains b ON a.chain = b.chain_dbid\n      LEFT JOIN tokens c ON a.token_id = c.token_id\n      LEFT JOIN addresses d ON a.\"from\" = d.address_id\n      LEFT JOIN addresses e ON a.\"to\" = e.address_id\n      LEFT JOIN txgroups f ON a.txgroup_id = f.txgroup_id\n      LEFT JOIN txgroups g ON f.parent_txgroup = g.txgroup_id\n  WHERE a.timestamp >= $__from / 1000 and a.timestamp < $__to / 1000\n  --UNION\n  --SELECT -1, chain_name, TIMESTAMP, cast(block AS integer) block, hash, CAST(log_index AS integer) as log_index, token, \"from\", from_nickname, \"to\", to_nickname, amount, price, value_usd, txgroup, parent_txgroup, txgroup_id\n  --FROM stream_ledger\n  --UNION\n  --SELECT -1, *\n  --FROM vesting_ledger  \n) a\nORDER BY timestamp",
+          "rawQueryText": "SELECT\n    month AS \"Month\",\n    SUM(CASE WHEN s.top_category = 'Revenue' THEN value_usd ELSE 0 END) AS \"Revenue\",\n    SUM(CASE WHEN s.top_category = 'Cost of Revenue' THEN value_usd ELSE 0 END) AS \"Cost of Revenue\",\n    SUM(CASE WHEN s.top_category = 'Expenses' THEN value_usd ELSE 0 END) AS \"Expenses\",\n    (\n        SUM(CASE WHEN s.top_category = 'Revenue' THEN value_usd ELSE 0 END)\n      - SUM(CASE WHEN s.top_category = 'Cost of Revenue' THEN value_usd ELSE 0 END)\n      - SUM(CASE WHEN s.top_category = 'Expenses' THEN value_usd ELSE 0 END)\n    ) AS \"Operating Net\",\n    SUM(CASE WHEN s.top_category = 'Other Income' THEN value_usd ELSE 0 END) AS \"Other Income\",\n    SUM(CASE WHEN s.top_category = 'Other Expenses' THEN value_usd ELSE 0 END) AS \"Other Expenses\",\n    (\n        SUM(CASE WHEN s.top_category = 'Revenue' THEN value_usd ELSE 0 END)\n      - SUM(CASE WHEN s.top_category = 'Cost of Revenue' THEN value_usd ELSE 0 END)\n      - SUM(CASE WHEN s.top_category = 'Expenses' THEN value_usd ELSE 0 END)\n      + SUM(CASE WHEN s.top_category = 'Other Income' THEN value_usd ELSE 0 END)\n      - SUM(CASE WHEN s.top_category = 'Other Expenses' THEN value_usd ELSE 0 END)\n    ) AS \"Sorted Net\",\n    SUM(CASE WHEN s.top_category = 'Sort Me (Inbound)' THEN value_usd ELSE 0 END) AS \"Unsorted Income\",\n    SUM(CASE WHEN s.top_category = 'Sort Me (Outbound)' THEN value_usd ELSE 0 END) AS \"Unsorted Expenses\",\n    (\n        SUM(CASE WHEN s.top_category = 'Revenue' THEN value_usd ELSE 0 END)\n      - SUM(CASE WHEN s.top_category = 'Cost of Revenue' THEN value_usd ELSE 0 END)\n      - SUM(CASE WHEN s.top_category = 'Expenses' THEN value_usd ELSE 0 END)\n      + SUM(CASE WHEN s.top_category = 'Other Income' THEN value_usd ELSE 0 END)\n      - SUM(CASE WHEN s.top_category = 'Other Expenses' THEN value_usd ELSE 0 END)\n      + SUM(CASE WHEN s.top_category = 'Sort Me (Inbound)' THEN value_usd ELSE 0 END)\n      - SUM(CASE WHEN s.top_category = 'Sort Me (Outbound)' THEN value_usd ELSE 0 END)\n    ) AS \"Net\",\n    -- Month Start as UNIX timestamp (midnight on the first day)\n    CAST(strftime('%s', month || '-01') * 1000 AS TEXT) AS \"month_start\",\n    -- Month End as UNIX timestamp (one millisecond before the next month starts)\n    CAST(strftime('%s', date(month || '-01', '+1 month')) * 1000 - 1 AS TEXT) AS \"month_end\"\nFROM (\n    SELECT\n        strftime('%Y-%m', datetime(t.timestamp, 'unixepoch')) AS month,\n        gh.top_category,\n        COALESCE(t.value_usd, 0) AS value_usd\n    FROM treasury_txs AS t\n    JOIN txgroups AS tg ON t.txgroup_id = tg.txgroup_id\n    JOIN txgroup_hierarchy AS gh ON tg.txgroup_id = gh.txgroup_id\n    WHERE t.timestamp >= strftime('%s', '2025-01-01') AND tg.name <> 'Ignore'\n) AS s\nGROUP BY month;",
           "refId": "A",
-          "timeColumns": [
-            "time",
-            "ts"
-          ]
+          "timeColumns": ["time", "ts"]
         }
       ],
-      "title": "Transactions",
+      "title": "Monthly Profit & Loss",
       "type": "table"
     }
   ],
+  "preload": false,
   "refresh": "",
-  "schemaVersion": 38,
+  "schemaVersion": 42,
   "tags": [],
   "templating": {
     "list": []
   },
   "time": {
-    "from": "now-7d",
+    "from": "now/y",
     "to": "now"
   },
   "timepicker": {},
   "timezone": "",
-  "title": "Treasury Transactions",
-  "uid": "b21f1092-66a4-4fb0-90ef-ed77d2becaa4",
-  "version": 5,
-  "weekStart": ""
-}
+  "title": "Monthly P&L",
+  "uid": "a63fa9a7-d4f3-4092-9bde-194add8bcbeb",
+  "version": 7
+}