feat(rules): add rule function to fetch transactions totals and balance

This commit is contained in:
Herculino Trotta
2025-08-30 15:36:07 -03:00
parent 3e2c1184ce
commit 670bee4325
3 changed files with 61 additions and 2 deletions

View File

View File

@@ -0,0 +1,58 @@
import logging
from decimal import Decimal
from django.db.models import Sum, Value, DecimalField, Case, When, F
from django.db.models.functions import Coalesce
from apps.transactions.models import (
Transaction,
)
logger = logging.getLogger(__name__)
class TransactionsGetter:
def __init__(self, **filters):
self.__queryset = Transaction.objects.filter(**filters)
@property
def sum(self):
return self.__queryset.aggregate(
total=Coalesce(
Sum("amount"), Value(Decimal("0")), output_field=DecimalField()
)
)["total"]
@property
def balance(self):
return abs(
self.__queryset.aggregate(
balance=Coalesce(
Sum(
Case(
When(type=Transaction.Type.EXPENSE, then=-F("amount")),
default=F("amount"),
output_field=DecimalField(),
)
),
Value(Decimal("0")),
output_field=DecimalField(),
)
)["balance"]
)
@property
def raw_balance(self):
return self.__queryset.aggregate(
balance=Coalesce(
Sum(
Case(
When(type=Transaction.Type.EXPENSE, then=-F("amount")),
default=F("amount"),
output_field=DecimalField(),
)
),
Value(Decimal("0")),
output_field=DecimalField(),
)
)["balance"]