Correctly limit by date in api_transactions

austax/__init__.py

@@ -49,13 +49,16 @@ def plugin_init():
 	drcr.plugins.transaction_providers.append(make_tax_transactions)
 
 @assert_aud
-def make_tax_transactions():
-	report = tax_summary_report()
-	tax_amount = report.by_id('total_tax').amount
-	
+def make_tax_transactions(start_date=None, end_date=None):
 	# Get EOFY date
 	dt = eofy_date()
 	
+	if (start_date is not None and start_date > dt) or (end_date is not None and end_date < dt):
+		return []
+	
+	report = tax_summary_report()
+	tax_amount = report.by_id('total_tax').amount - report.by_id('offsets').amount
+	
 	# Estimated tax payable
 	transactions = [Transaction(
 		dt=dt,

drcr/webapp.py

@@ -32,23 +32,29 @@ import time
 app.config['SQLALCHEMY_RECORD_QUERIES'] = app.debug
 db.init_app(app)
 
+def limit_query_dt(query, field, start_date=None, end_date=None):
+	"""Helper function to limit the query between the start and end dates"""
+	
+	if start_date and end_date:
+		return query.where((field >= start_date) & (field <= end_date))
+	if start_date:
+		return query.where(field >= start_date)
+	if end_date:
+		return query.where(field <= end_date)
+	return query
+
 def all_transactions(start_date=None, end_date=None, join_postings=True):
 	"""Return all transactions, including from DB and API"""
 	
 	# All Transactions in database between start_date and end_date
 	query = db.select(Transaction)
-	if start_date and end_date:
-		query = query.where((Transaction.dt >= start_date) & (Transaction.dt <= end_date))
-	elif start_date:
-		query = query.where(Transaction.dt >= start_date)
-	elif end_date:
-		query = query.where(Transaction.dt <= end_date)
+	query = limit_query_dt(query, Transaction.dt, start_date, end_date)
 	if join_postings:
 		query = query.options(db.selectinload(Transaction.postings))
 	
 	transactions = db.session.scalars(query).all()
 	
-	transactions.extend(api_transactions(start_date, end_date))
+	transactions.extend(api_transactions(start_date=start_date, end_date=end_date))
 	
 	return transactions
 
@@ -58,13 +64,13 @@ def api_transactions(start_date=None, end_date=None):
 	transactions = []
 	
 	# Unreconciled StatementLines
-	# FIXME: Filter by start_date and end_date
-	transactions.extend(line.into_transaction() for line in StatementLine.query.filter(StatementLine.reconciliation == None))
+	query = db.select(StatementLine).where(StatementLine.reconciliation == None)
+	query = limit_query_dt(query, StatementLine.dt, start_date, end_date)
+	transactions.extend(line.into_transaction() for line in db.session.scalars(query).all())
 	
 	# Plugins
-	# FIXME: Filter by start_date and end_date
 	for transaction_provider in transaction_providers:
-		transactions.extend(transaction_provider())
+		transactions.extend(transaction_provider(start_date=start_date, end_date=end_date))
 	
 	return transactions