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WYGIWYH/app/apps/accounts/services.py

34 lines
1.0 KiB
Python

from decimal import Decimal
from django.db import models
from apps.accounts.models import Account
from apps.transactions.models import Transaction
def get_account_balance(account: Account, paid_only: bool = True) -> Decimal:
"""
Calculate account balance (income - expense).
Args:
account: Account instance to calculate balance for.
paid_only: If True, only count paid transactions (current balance).
If False, count all transactions (projected balance).
Returns:
Decimal: The calculated balance (income - expense).
"""
filters = {"account": account}
if paid_only:
filters["is_paid"] = True
income = Transaction.objects.filter(
type=Transaction.Type.INCOME, **filters
).aggregate(total=models.Sum("amount"))["total"] or Decimal("0")
expense = Transaction.objects.filter(
type=Transaction.Type.EXPENSE, **filters
).aggregate(total=models.Sum("amount"))["total"] or Decimal("0")
return income - expense