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Code Issues 14 Packages Projects Releases 10 Wiki Activity

feat(networth): add projected view

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This commit is contained in:
Herculino Trotta
2024-12-15 01:22:33 -03:00
parent 77cc043b90
commit 188e737121
4 changed files with 122 additions and 10 deletions
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app/apps/net_worth/utils/calculate_net_worth.py
+8 -5
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@@ -19,7 +19,9 @@ from apps.currencies.utils.convert import convert
from apps.transactions.models import Transaction
def calculate_historical_currency_net_worth():
def calculate_historical_currency_net_worth(is_paid=True):
transactions_params = {**{k: v for k, v in [("is_paid", True)] if is_paid}}
# Get all currencies and date range in a single query
aggregates = Transaction.objects.aggregate(
min_date=Min("reference_date"),
@@ -39,7 +41,7 @@ def calculate_historical_currency_net_worth():
# Calculate cumulative balances for each account, currency, and month
cumulative_balances = (
Transaction.objects.filter(is_paid=True)
Transaction.objects.filter(**transactions_params)
.annotate(month=TruncMonth("reference_date"))
.values("account__currency__name", "month")
.annotate(
@@ -99,12 +101,13 @@ def calculate_historical_currency_net_worth():
return historical_net_worth
def calculate_historical_account_balance():
def calculate_historical_account_balance(is_paid=True):
transactions_params = {**{k: v for k, v in [("is_paid", True)] if is_paid}}
# Get all accounts
accounts = Account.objects.filter(is_archived=False)
# Get the date range
date_range = Transaction.objects.filter(is_paid=True).aggregate(
date_range = Transaction.objects.filter(**transactions_params).aggregate(
min_date=Min("reference_date"), max_date=Max("reference_date")
)
@@ -120,7 +123,7 @@ def calculate_historical_account_balance():
# Calculate balances for each account and month
balances = (
Transaction.objects.filter(is_paid=True)
Transaction.objects.filter(**transactions_params)
.annotate(month=TruncMonth("reference_date"))
.values("account", "month")
.annotate(