Files
bambuddy/backend/app/services/finance_balance.py
T
2026-08-06 20:27:25 +02:00

70 lines
2.3 KiB
Python

"""Canonical definition and synchronization of a user's personal balance."""
from sqlalchemy import and_, func, or_, select
from sqlalchemy.ext.asyncio import AsyncSession
from backend.app.models.finance import CostCenter, UserWallet, WalletTransaction
def transaction_affects_personal_balance(
user_id: int,
cost_center_id: int | None,
*,
is_private: bool = False,
owner_user_id: int | None = None,
) -> bool:
"""Apply the canonical definition to already-loaded transaction data."""
return cost_center_id is None or (is_private and owner_user_id == user_id)
def personal_balance_condition(user_id: int):
"""Return the SQL condition for transactions in a personal wallet.
Unassigned transactions and transactions assigned to the user's own
private cost center are personal. Shared cost centers are not.
"""
return or_(
WalletTransaction.cost_center_id.is_(None),
and_(CostCenter.is_private.is_(True), CostCenter.owner_user_id == user_id),
)
async def calculate_personal_balance(db: AsyncSession, user_id: int) -> float:
result = await db.execute(
select(func.coalesce(func.sum(WalletTransaction.amount), 0.0))
.select_from(WalletTransaction)
.outerjoin(CostCenter, WalletTransaction.cost_center_id == CostCenter.id)
.where(
WalletTransaction.user_id == user_id,
WalletTransaction.is_voided.is_(False),
personal_balance_condition(user_id),
)
)
return round(float(result.scalar_one() or 0.0), 2)
async def is_personal_transaction(db: AsyncSession, user_id: int, cost_center_id: int | None) -> bool:
if cost_center_id is None:
return True
result = await db.execute(
select(CostCenter.is_private, CostCenter.owner_user_id).where(CostCenter.id == cost_center_id)
)
center = result.one_or_none()
if center is None:
return False
return transaction_affects_personal_balance(
user_id,
cost_center_id,
is_private=bool(center.is_private),
owner_user_id=center.owner_user_id,
)
async def sync_personal_wallet_balance(db: AsyncSession, wallet: UserWallet) -> float:
balance = await calculate_personal_balance(db, wallet.user_id)
wallet.balance = balance
db.add(wallet)
return balance