Andros Fenollosa
625bc22362
- Export all expenses as CSV from Settings (semicolon, UTF-8 BOM) - Budget calculation now includes planned expenses: income - fixed - savings - planned - Budget live update also accounts for planned expenses
29 lines
982 B
Python
29 lines
982 B
Python
from decimal import Decimal
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from django.db.models import Sum
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from liveview import send
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from app.expenses.templatetags.money import format_money
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from app.monthly.models import Income, MonthlyFixedExpense, MonthlyNote
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from app.yearly.models import PlannedExpense
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def update_budget(consumer, year, month):
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"""Recalculate and send budget to client."""
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income_total = Income.objects.filter(date__year=year, date__month=month).aggregate(
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total=Sum("amount")
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)["total"] or Decimal("0")
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fe_total = MonthlyFixedExpense.objects.filter(year=year, month=month).aggregate(
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total=Sum("amount")
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)["total"] or Decimal("0")
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planned_total = PlannedExpense.objects.filter(year=year, month=month).aggregate(
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total=Sum("amount")
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)["total"] or Decimal("0")
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note, _ = MonthlyNote.objects.get_or_create(year=year, month=month)
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budget = income_total - fe_total - note.savings_target - planned_total
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send(consumer, {"target": "#budget-amount", "html": f"{format_money(budget)} €"})
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