64 lines
2.1 KiB
Python
64 lines
2.1 KiB
Python
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"""Read-only reporting over transactions and budgets (R11).
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Queries only: nothing in this module mutates state.
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"""
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from __future__ import annotations
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from ..money import Money
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from ..models import EXPENSE, BudgetLine, CategoryTotal, Month, MonthSummary
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from ..repository import Repository
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__all__ = ["ReportingService"]
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class ReportingService:
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"""Monthly summaries, category breakdowns, and budget status."""
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def __init__(self, repo: Repository) -> None:
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self._repo = repo
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def monthly_summary(self, month: Month) -> MonthSummary:
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start, end = month.range
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income_cents, expense_cents = self._repo.income_expense_totals(start, end)
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return MonthSummary(
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month=month,
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income=Money(cents=income_cents),
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expenses=Money(cents=expense_cents),
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)
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def category_totals(self, month: Month) -> list[CategoryTotal]:
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start, end = month.range
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return [
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CategoryTotal(
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category=row["category"],
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kind=row["kind"],
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total=Money(cents=row["total_cents"]),
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)
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for row in self._repo.category_totals(start, end)
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]
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def budget_status(self, month: Month) -> list[BudgetLine]:
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"""Budgeted lines first, then unbudgeted spending (R11)."""
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start, end = month.range
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spent = {
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row["category"]: Money(cents=row["total_cents"])
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for row in self._repo.category_totals(start, end)
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if row["kind"] == EXPENSE
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}
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lines: list[BudgetLine] = []
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for row in self._repo.list_budgets():
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name = row["category"]
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lines.append(
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BudgetLine(
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category=name,
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budget=Money(cents=row["amount_cents"]),
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spent=spent.get(name, Money.zero()),
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)
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)
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budgeted = {line.category for line in lines}
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for name, cost in sorted(spent.items()):
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if name not in budgeted and cost.is_positive:
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lines.append(BudgetLine(category=name, budget=Money.zero(), spent=cost))
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return lines
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