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feat: financial year planning — annual budgets, income tracking, household sharing

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- Financial year page (/financial-year): year selector, 3 KPI cards (income,
  fixed costs, actual expenses), income and budget-items tabs with inline CRUD
- Revenue accounts as income source: salary-months toggle (12/13) per account
- Household support: create household, invite members by email (existing and
  new users via PendingHouseholdInvite), accept invitations, set roles
- Combined household income view across all active members
- FinancialYear, YearlyIncome, YearlyBudgetItem, Household, HouseholdMembership
  models with migrations; household invite email template
- Management command to migrate existing accounts/budgets to financial years
- FinancialYearService in Angular with full API integration
- Dashboard updated: income/fixed-costs read from financial year data,
  year dropdown synced with available financial years
- Sidebar: financial year nav item added
- i18n: all keys in DE/EN/FR/IT
This commit is contained in:
Daniel Krähenbühl
2026-05-25 22:05:05 +02:00
parent 1a7ef09805
commit fe4aeb3034
28 changed files with 2681 additions and 19 deletions
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backend/core/urls.py
+18
View File
@@ -14,6 +14,11 @@ from finance.views import (
SessionListView, SessionRevokeView, SessionRevokeAllView,
DataExportView, NotificationPrefsView,
VerifyEmailView, PasswordResetRequestView, PasswordResetConfirmView,
FinancialYearListCreateView, FinancialYearDetailView, FinancialYearCopyView,
YearlyIncomeListCreateView, YearlyIncomeDetailView,
YearlyBudgetItemListCreateView, YearlyBudgetItemDetailView,
HouseholdListCreateView, HouseholdInviteView, HouseholdAcceptView, HouseholdLeaveView,
HouseholdSetRoleView, HouseholdRevenueAccountsView,
)
router = DefaultRouter()
@@ -52,4 +57,17 @@ urlpatterns = [
path('api/notifications/', NotificationsView.as_view()),
path('api/calendar/ical-url/', ICalUrlView.as_view()),
path('api/calendar/ical/<int:user_id>/<str:token>/', ICalFeedView.as_view()),
path('api/financial-years/', FinancialYearListCreateView.as_view()),
path('api/financial-years/<int:year>/', FinancialYearDetailView.as_view()),
path('api/financial-years/<int:year>/copy-from/<int:source_year>/', FinancialYearCopyView.as_view()),
path('api/financial-years/<int:year>/incomes/', YearlyIncomeListCreateView.as_view()),
path('api/financial-years/<int:year>/incomes/<int:pk>/', YearlyIncomeDetailView.as_view()),
path('api/financial-years/<int:year>/budget-items/', YearlyBudgetItemListCreateView.as_view()),
path('api/financial-years/<int:year>/budget-items/<int:pk>/', YearlyBudgetItemDetailView.as_view()),
path('api/households/', HouseholdListCreateView.as_view()),
path('api/households/<int:pk>/invite/', HouseholdInviteView.as_view()),
path('api/households/<int:pk>/accept/', HouseholdAcceptView.as_view()),
path('api/households/<int:pk>/leave/', HouseholdLeaveView.as_view()),
path('api/households/<int:pk>/members/<int:membership_id>/set-role/', HouseholdSetRoleView.as_view()),
path('api/households/<int:pk>/revenue-accounts/', HouseholdRevenueAccountsView.as_view()),
] + static(settings.MEDIA_URL, document_root=settings.MEDIA_ROOT)