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Aurum — a self-hosted personal finance operating system: cash flow, net worth tracking, budgets, goals, recurring payments, reports, proactive alerts, and a compound-interest returns calculator, all bilingual (RU/EN) and mobile-first. Ships as a three-container Docker Compose stack (Postgres + FastAPI + nginx-served React frontend). See README.md for setup and CONTRIBUTING.md for development.
85 lines
3.3 KiB
Python
85 lines
3.3 KiB
Python
"""Account CRUD, plus each account's live balance — summed from its
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Transaction rows (income adds, expense subtracts, a transfer moves the
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amount from the source account to the destination account) rather than
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stored, the same "derive it, don't duplicate it" approach
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net_worth_service.py uses for Cash.
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"""
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from collections import defaultdict
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from decimal import Decimal
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from fastapi import HTTPException
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from sqlalchemy import select
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from sqlalchemy.ext.asyncio import AsyncSession
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from app.models.account import Account
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from app.models.enums import TransactionType
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from app.models.transaction import Transaction
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from app.schemas.account import AccountCreate, AccountUpdate, AccountWithBalance
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async def _account_balances(session: AsyncSession) -> dict[int, Decimal]:
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result = await session.execute(
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select(Transaction.type, Transaction.amount, Transaction.account_id, Transaction.transfer_account_id)
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)
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balances: dict[int, Decimal] = defaultdict(Decimal)
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for tx_type, amount, account_id, transfer_account_id in result.all():
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if tx_type == TransactionType.INCOME:
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balances[account_id] += amount
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elif tx_type == TransactionType.EXPENSE:
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balances[account_id] -= amount
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elif tx_type == TransactionType.TRANSFER:
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balances[account_id] -= amount
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if transfer_account_id is not None:
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balances[transfer_account_id] += amount
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return balances
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def _to_read(account: Account, balance: Decimal) -> AccountWithBalance:
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return AccountWithBalance(
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id=account.id,
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name=account.name,
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type=account.type,
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currency=account.currency,
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color=account.color,
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is_archived=account.is_archived,
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balance=balance,
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)
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async def list_accounts(session: AsyncSession, include_archived: bool) -> list[AccountWithBalance]:
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stmt = select(Account).order_by(Account.name)
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if not include_archived:
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stmt = stmt.where(Account.is_archived.is_(False))
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accounts = (await session.execute(stmt)).scalars().all()
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balances = await _account_balances(session)
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return [_to_read(account, balances.get(account.id, Decimal("0"))) for account in accounts]
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async def create_account(session: AsyncSession, payload: AccountCreate) -> AccountWithBalance:
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account = Account(**payload.model_dump())
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session.add(account)
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await session.commit()
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await session.refresh(account)
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# A brand-new account has no transactions yet — no need to query.
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return _to_read(account, Decimal("0"))
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async def update_account(session: AsyncSession, account_id: int, payload: AccountUpdate) -> AccountWithBalance:
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account = await session.get(Account, account_id)
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if account is None:
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raise HTTPException(status_code=404, detail="Account not found")
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for field, value in payload.model_dump(exclude_unset=True).items():
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setattr(account, field, value)
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await session.commit()
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await session.refresh(account)
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balances = await _account_balances(session)
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return _to_read(account, balances.get(account.id, Decimal("0")))
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async def delete_account(session: AsyncSession, account_id: int) -> None:
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account = await session.get(Account, account_id)
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if account is None:
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raise HTTPException(status_code=404, detail="Account not found")
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await session.delete(account)
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await session.commit()
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