def do_budget_transfer(db_sess, txn_date, amount, account, from_budget, to_budget, notes=None): """ Transfer a given amount from ``from_budget`` to ``to_budget`` on ``txn_date``. This method does NOT commit database changes. There are places where we rely on this function not committing changes. :param db_sess: active database session to use for queries :type db_sess: sqlalchemy.orm.session.Session :param txn_date: date to make the transfer Transactions on :type txn_date: datetime.date :param amount: amount of money to transfer :type amount: float :param account: :type account: biweeklybudget.models.account.Account :param from_budget: :type from_budget: biweeklybudget.models.budget_model.Budget :param to_budget: :type to_budget: biweeklybudget.models.budget_model.Budget :param notes: Notes to add to the Transaction :type notes: str :return: list of Transactions created for the transfer :rtype: :py:obj:`list` of :py:class:`~.Transaction` objects """ desc = 'Budget Transfer - %s from %s (%d) to %s (%d)' % ( amount, from_budget.name, from_budget.id, to_budget.name, to_budget.id) logger.info(desc) t1 = Transaction(date=txn_date, budget_amounts={from_budget: amount}, budgeted_amount=amount, description=desc, account=account, notes=notes, planned_budget=from_budget) db_sess.add(t1) t2 = Transaction(date=txn_date, budget_amounts={to_budget: (-1 * amount)}, budgeted_amount=(-1 * amount), description=desc, account=account, notes=notes, planned_budget=to_budget) db_sess.add(t2) t1.transfer = t2 db_sess.add(t1) t2.transfer = t1 db_sess.add(t2) db_sess.add(TxnReconcile(transaction=t1, note=desc)) db_sess.add(TxnReconcile(transaction=t2, note=desc)) return [t1, t2]
def submit(self, data): """ Handle form submission; create or update models in the DB. Raises an Exception for any errors. :param data: submitted form data :type data: dict :return: message describing changes to DB (i.e. link to created record) :rtype: str """ # get the data trans_date = datetime.strptime(data['date'], '%Y-%m-%d').date() amt = Decimal(data['amount']) from_acct = db_session.query(Account).get(int(data['from_account'])) if from_acct is None: raise RuntimeError("Error: no Account with ID %s" % data['from_account']) to_acct = db_session.query(Account).get(int(data['to_account'])) if to_acct is None: raise RuntimeError("Error: no Account with ID %s" % data['to_account']) budget = db_session.query(Budget).get(int(data['budget'])) if budget is None: raise RuntimeError("Error: no Budget with ID %s" % data['budget']) notes = data['notes'].strip() desc = 'Account Transfer - %s from %s (%d) to %s (%d)' % ( amt, from_acct.name, from_acct.id, to_acct.name, to_acct.id) logger.info(desc) t1 = Transaction(date=trans_date, budget_amounts={budget: amt}, budgeted_amount=amt, description=desc, account=from_acct, notes=notes, planned_budget=budget) db_session.add(t1) t2 = Transaction(date=trans_date, budget_amounts={budget: (-1 * amt)}, budgeted_amount=(-1 * amt), description=desc, account=to_acct, notes=notes, planned_budget=budget) db_session.add(t2) t1.transfer = t2 db_session.add(t1) t2.transfer = t1 db_session.add(t2) db_session.commit() return 'Successfully saved Transactions %d and %d in database.' % ( t1.id, t2.id)