From 840bf75bb9c508b0b640647651226f14bc9ab1d5 Mon Sep 17 00:00:00 2001
From: JKuijperM <jkmontero17@gmail.com>
Date: Tue, 10 Feb 2026 15:20:32 +0100
Subject: [PATCH] New calcutlations for account

---
 expenses_manager/expenses/models.py | 42 +++++++++++++++++++++++++++--
 expenses_manager/expenses/views.py  | 21 +++++++--------
 2 files changed, 50 insertions(+), 13 deletions(-)

diff --git a/expenses_manager/expenses/models.py b/expenses_manager/expenses/models.py
index 9c96007..9f4723e 100644
--- a/expenses_manager/expenses/models.py
+++ b/expenses_manager/expenses/models.py
@@ -86,8 +86,8 @@ class Account(models.Model):
         data = []
         
         for month in range(1, 13):
-            balance += income_map.get(month, 0)
-            balance -= expenses_map.get(month, 0)
+            balance += income_map.get(month, Decimal('0'))
+            balance -= expenses_map.get(month, Decimal('0'))
             
             data.append({
                 'month': month,
@@ -95,6 +95,44 @@ class Account(models.Model):
             })
         return data
     
+    def balance_until(self, date):
+        incomes_total = (
+            self.incomes
+            .filter(date__lte=date)
+            .aggregate(total=Sum('amount'))['total'] or Decimal('0')
+        )
+        
+        expenses_total = (
+            self.expenses
+            .filter(date__lte=date)
+            .aggregate(total=Sum('amount'))['total'] or Decimal('0')
+        )
+        
+        return self.initial_balance + incomes_total - expenses_total
+    
+    def monthly_net(self, year=None):
+        year = year or date.today().year
+        data = []
+        
+        for month in range(1, 13):
+            income = (
+                self.incomes
+                .filter(date__year=year, date__month=month)
+                .aggregate(total=Sum('amount'))['total'] or Decimal('0')
+            )
+            expense = (
+                self.expenses
+                .filter(date__year=year, date__month=month)
+                .aggregate(total=Sum('amount'))['total'] or Decimal('0')
+            )
+            
+            data.append({
+                'month': month,
+                'net': float(income - expense)
+            })
+        
+        return data
+    
     def __str__(self):
         return self.name
 
diff --git a/expenses_manager/expenses/views.py b/expenses_manager/expenses/views.py
index 0095547..e6b9f64 100644
--- a/expenses_manager/expenses/views.py
+++ b/expenses_manager/expenses/views.py
@@ -297,16 +297,13 @@ def dashboard(request):
     
     selected_account_obj = None
     kpi_balance = None
-    if account_id:
-        expenses = expenses.filter(account_id=account_id)
+    if account_id:       
+        expenses = expenses.filter(account_id=account_id) 
         selected_account_obj = accounts.filter(id=account_id).first()
-        kpi_balance = selected_account_obj.current_balance()
+        kpi_balance = selected_account_obj.current_balance() if selected_account_obj else 0
     else:
-        kpi_balance = (
-            Account.objects.filter(owner=request.user, active=True)
-            .aggregate(total=Sum('initial_balance'))['total'] or 0
-        ) - (
-            expenses.aggregate(total=Sum('amount'))['total'] or 0
+        kpi_balance = sum(
+            account.current_balance() for account in accounts
         )
     
     today = date.today()
@@ -336,10 +333,10 @@ def dashboard(request):
         total=Sum('amount')
     )['total'] or 0
     
-    expense_count = expenses.count()
+    expense_count = expenses_filtered.count()
     
     category_count = (
-        expenses
+        expenses_filtered
         .values('category')
         .distinct()
         .count()
@@ -412,6 +409,8 @@ def dashboard(request):
     
     if compare_enabled:
         previous_expenses = Expense.objects.filter(owner=request.user)
+        if account_id:
+            previous_expenses.filter(account_id=account_id)
 
         if selected_month:
             # Monthly compare
@@ -502,7 +501,7 @@ def dashboard(request):
             'name': account.name,
             'data': m_balance,
             'current_balance': account.current_balance(),
-        })
+        })    
     
     # Send the data to the dashboard
     return render(request, 'expenses/dashboard.html', {