uptodate Account_balance

[MAurice]

Hello everyone was requesting for help on this micro-finance software am developing, needed to make the account balance reflect updated  amount/value on the database when deposits/withdraws are made on either the account or loan repayment

class Branch(models.Model):
    time_stamp     =models.DateTimeField(default=datetime.datetime.now(), editable=False)
    name         =models.CharField(max_length=200)
    physical_location=models.CharField(max_length=200)
    email        =models.EmailField()

class Account(models.Model):
    account_type        =models.CharField(max_length=200, choices=ACCTYPE)
    branch            =models.ForeignKey('Branch')
    first_name            =models.CharField(max_length=200)
    last_name               =models.CharField(max_length=200)
    account_number =models.SlugField(unique=True)  
    account_current_balance =models.FloatField(max_length=255,default=0)

class Account_holder(models.Model):
    id                 =models.IntegerField(primary_key=True,default=1)
    account_id         =models.ManyToManyField(Account)
   



class Loan(models.Model):
    id = models.AutoField(primary_key=True,default=1)
    branch_cod    =models.IntegerField(blank=True, null=True)
    time_years    =models.DecimalField(default=1.0, max_digits=10, decimal_places=4)
    loan_number     =models.SlugField(unique=True)
    account_name    =models.ForeignKey(Account)
    loan_amount    =models.DecimalField(default=0.0, max_digits=10, decimal_places=2)
    interest_rate    =models.DecimalField(default=0.0, max_digits=10, decimal_places=2)
    interest_charged = models.DecimalField(default=0.0, max_digits=10, decimal_places=2, editable=False)
    required_payement = models.DecimalField(default=1.0, max_digits=10, decimal_places=2)

class statement(models.Model):
    account_id =models.ForeignKey(Account)
     date = models.DateTimeField(default=datetime.datetime.now(), editable=False)
     deposit = models.PositiveIntegerField(null=True, default=0)
     withdraw = models.PositiveIntegerField(null=True, default=0)
     description =models.TextField(max_length=200)
     current_balance = models.FloatField(max_length=200, editable=False)
   
    def save(self, *args, **kwargs):
         self.current_balance =  self.account_id.average_balance + self.credit - self.debit
                 self.average_balance = self.account_id.average_balance + self.credit - self.debit -self.minimum_balance
         super(statement,self).save(*args, **kwargs)

 class Savant_user(models.Model):
      user =models.OneToOneField(User)
      branch =models.ManyToManyField('Branch')
    
             

      def create_Dashboard_user_callback(sender, instance, **kwargs):
          Dashboard, new = Savant_user.objects.get_or_create(user=instance)
          post_save.connect(create_Dashboard_user_callback, User)

[Leonardo Giordani]

Maurice,

please remember not everyone on this ML knows finance and noone knows your application but you.
Moreover, people on ML cannot spend hours trying to figure out what is your problem: sometimes just solving the problem needs a lot of work, so make things easy.

You posted your models, but I think you are implementing some views or at least using them in some code.
Can you give some details about the procedure you are implementing and the exact issue tou are facing?

Cheers,

Leo

Leonardo Giordani

Author of The Digital Cat
My profile on About.me - My GitHub page - My Coderwall profile

2013/10/3 MAurice <mjos...@gmail.com>

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[MAurice]

Am creating this project in that a client has an account in a micro-finance and can also Take Loans which loan is credited onto this very account.
The problem is am trying to find a way of having an Account_balance which will be changing when deposits and withdrawals are made to the account
and also when loan payments are made. These are supposed to be reflected on the account statement. am having issues with this account_balance being updated
Thanks

[C. Kirby]

Use signals:
 https://docs.djangoproject.com/en/dev/topics/signals/

post_save check the amount deposited or withdrawn and update the balance

[Maurice J Elagu]

The signals are doin the notifications but not updating

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[Maurice J Elagu]

needed to no how to have a uniform account_balance figure(after
withdraw or deposit)

[Daniel Roseman]

On Monday, 7 October 2013 18:07:49 UTC+1, MAurice wrote:

needed to no how to have a uniform account_balance figure(after
withdraw or deposit)

On 10/7/13, Maurice J Elagu <mjos...@gmail.com> wrote:
> The signals are doin the notifications but not updating

Please learn how to ask a question properly, and take some time to think about how you're asking it. Given just the information in the last two posts of yours, there is no way that anyone can help you at all. Please provide details of what you're experiencing, show some code and any errors, and explain how things are supposed to work.

--

DR.

[Ovnicraft]

Hi Maurice, its very hard understood this but i give a try.

if your are working in finance-world you will need update de balance, so it implies fields 'depends' from others transactions, you named deposits/withdraws.

You can use aggregations[1] or update field 'manually'.

Regards,

[1] https://docs.djangoproject.com/en/1.6/topics/db/aggregation/

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@ovnicraft