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)
