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Code Issues 14 Packages Projects Releases 10 Wiki Activity

feat: add option to archive accounts

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Herculino Trotta
2024-10-27 21:54:02 -03:00
parent 9f371c2693
commit bfd0cc45a3
8 changed files with 78 additions and 13 deletions
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10
app/apps/net_worth/utils/calculate_net_worth.py
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@@ -40,9 +40,11 @@ def calculate_account_net_worth():
)
# Main query to fetch all account data
accounts_data = Account.objects.annotate(
balance=Coalesce(Subquery(balance_subquery), Decimal("0"))
).select_related("currency", "exchange_currency", "group")
accounts_data = (
Account.objects.filter(is_archived=False)
.annotate(balance=Coalesce(Subquery(balance_subquery), Decimal("0")))
.select_related("currency", "exchange_currency", "group")
)
account_net_worth = {ungrouped_id: {"name": _("Ungrouped"), "accounts": {}}}
@@ -209,7 +211,7 @@ def calculate_historical_currency_net_worth():
def calculate_historical_account_balance():
# Get all accounts
accounts = Account.objects.all()
accounts = Account.objects.filter(is_archived=False)
# Get the date range
date_range = Transaction.objects.filter(is_paid=True).aggregate(