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

- 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
2026-05-25 22:05:05 +02:00
parent 1a7ef09805
commit fe4aeb3034
28 changed files with 2681 additions and 19 deletions
@@ -0,0 +1,85 @@
+from django.core.management.base import BaseCommand
+from django.contrib.auth import get_user_model
+
+from finance.models import Account, Budget, FinancialYear, YearlyIncome, YearlyBudgetItem
+
+User = get_user_model()
+TARGET_YEAR = 2026
+
+
+class Command(BaseCommand):
+    help = 'Migrate existing revenue accounts and budgets into FinancialYear 2026. Idempotent — safe to run multiple times.'
+
+    def add_arguments(self, parser):
+        parser.add_argument(
+            '--dry-run',
+            action='store_true',
+            help='Preview what would be created without writing to the database.',
+        )
+
+    def handle(self, *args, **options):
+        dry_run = options['dry_run']
+        if dry_run:
+            self.stdout.write(self.style.WARNING('DRY RUN — no changes will be saved.\n'))
+
+        total_incomes = 0
+        total_budgets = 0
+
+        for user in User.objects.all():
+            revenue_accounts = Account.objects.filter(user=user, account_type='revenue', active=True)
+            budgets = Budget.objects.filter(account__user=user, active=True)
+
+            if not revenue_accounts.exists() and not budgets.exists():
+                continue
+
+            self.stdout.write(f'\nUser: {user.email}')
+
+            if dry_run:
+                fy = FinancialYear.objects.filter(user=user, year=TARGET_YEAR).first()
+                if fy:
+                    self.stdout.write(f'  FinancialYear {TARGET_YEAR} already exists (id={fy.pk})')
+                else:
+                    self.stdout.write(f'  Would create FinancialYear {TARGET_YEAR}')
+            else:
+                fy, fy_created = FinancialYear.objects.get_or_create(user=user, year=TARGET_YEAR)
+                if fy_created:
+                    self.stdout.write(f'  Created FinancialYear {TARGET_YEAR} (id={fy.pk})')
+                else:
+                    self.stdout.write(f'  FinancialYear {TARGET_YEAR} exists (id={fy.pk})')
+
+            for account in revenue_accounts:
+                label = f'YearlyIncome "{account.name}" CHF {account.balance}'
+                if dry_run:
+                    exists = fy and YearlyIncome.objects.filter(financial_year=fy, name=account.name).exists()
+                    self.stdout.write(f'  {"SKIP (exists)" if exists else "Would create"}: {label}')
+                else:
+                    _, created = YearlyIncome.objects.get_or_create(
+                        financial_year=fy,
+                        name=account.name,
+                        defaults={'amount': account.balance, 'member': user, 'active': True},
+                    )
+                    self.stdout.write(f'  {"Created" if created else "Skipped (exists)"}: {label}')
+                    if created:
+                        total_incomes += 1
+
+            for budget in budgets:
+                label = f'YearlyBudgetItem "{budget.name}" CHF {budget.amount}'
+                if dry_run:
+                    exists = fy and YearlyBudgetItem.objects.filter(financial_year=fy, name=budget.name).exists()
+                    self.stdout.write(f'  {"SKIP (exists)" if exists else "Would create"}: {label}')
+                else:
+                    _, created = YearlyBudgetItem.objects.get_or_create(
+                        financial_year=fy,
+                        name=budget.name,
+                        defaults={'amount': budget.amount, 'active': budget.active},
+                    )
+                    self.stdout.write(f'  {"Created" if created else "Skipped (exists)"}: {label}')
+                    if created:
+                        total_budgets += 1
+
+        if not dry_run:
+            self.stdout.write(self.style.SUCCESS(
+                f'\nDone. Created {total_incomes} income(s) and {total_budgets} budget item(s).'
+            ))
+        else:
+            self.stdout.write(self.style.WARNING('\nDry run complete. Re-run without --dry-run to apply.'))