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fix: wrong calculations

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Herculino Trotta
2024-11-18 10:15:52 -03:00
parent 1544c6cca2
commit b3896df466
3 changed files with 65 additions and 49 deletions
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100
app/apps/transactions/utils/calculations.py
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@@ -11,55 +11,65 @@ from apps.currencies.models import Currency
def calculate_currency_totals(transactions_queryset, ignore_empty=False):
# Prepare the aggregation expressions
currency_totals = transactions_queryset.values(
"account__currency",
"account__currency__code",
"account__currency__name",
"account__currency__decimal_places",
"account__currency__prefix",
"account__currency__suffix",
"account__currency__exchange_currency",
).annotate(
expense_current=Coalesce(
Sum(
Case(
When(type=Transaction.Type.EXPENSE, is_paid=True, then="amount"),
default=Value(0),
output_field=models.DecimalField(),
)
currency_totals = (
transactions_queryset.values(
"account__currency",
"account__currency__code",
"account__currency__name",
"account__currency__decimal_places",
"account__currency__prefix",
"account__currency__suffix",
"account__currency__exchange_currency",
)
.annotate(
expense_current=Coalesce(
Sum(
Case(
When(
type=Transaction.Type.EXPENSE, is_paid=True, then="amount"
),
default=Value(0),
output_field=models.DecimalField(),
)
),
Decimal("0"),
),
Decimal("0"),
),
expense_projected=Coalesce(
Sum(
Case(
When(type=Transaction.Type.EXPENSE, is_paid=False, then="amount"),
default=Value(0),
output_field=models.DecimalField(),
)
expense_projected=Coalesce(
Sum(
Case(
When(
type=Transaction.Type.EXPENSE, is_paid=False, then="amount"
),
default=Value(0),
output_field=models.DecimalField(),
)
),
Decimal("0"),
),
Decimal("0"),
),
income_current=Coalesce(
Sum(
Case(
When(type=Transaction.Type.INCOME, is_paid=True, then="amount"),
default=Value(0),
output_field=models.DecimalField(),
)
income_current=Coalesce(
Sum(
Case(
When(type=Transaction.Type.INCOME, is_paid=True, then="amount"),
default=Value(0),
output_field=models.DecimalField(),
)
),
Decimal("0"),
),
Decimal("0"),
),
income_projected=Coalesce(
Sum(
Case(
When(type=Transaction.Type.INCOME, is_paid=False, then="amount"),
default=Value(0),
output_field=models.DecimalField(),
)
income_projected=Coalesce(
Sum(
Case(
When(
type=Transaction.Type.INCOME, is_paid=False, then="amount"
),
default=Value(0),
output_field=models.DecimalField(),
)
),
Decimal("0"),
),
Decimal("0"),
),
)
.order_by()
)
# Process the results and calculate additional totals