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/




On Thu, Oct 3, 2013 at 2:09 AM, MAurice <mjose...@gmail.com> wrote:

> 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)
>
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-- 
Cristian Salamea
@ovnicraft

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