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 +1,89 @@
+# Generated by Django 6.0.4 on 2026-05-18 20:16
+
+import django.db.models.deletion
+from django.conf import settings
+from django.db import migrations, models
+
+
+class Migration(migrations.Migration):
+
+    dependencies = [
+        ('finance', '0018_profile_savings_rate_goal'),
+        migrations.swappable_dependency(settings.AUTH_USER_MODEL),
+    ]
+
+    operations = [
+        migrations.CreateModel(
+            name='Household',
+            fields=[
+                ('id', models.BigAutoField(auto_created=True, primary_key=True, serialize=False, verbose_name='ID')),
+                ('name', models.CharField(max_length=100)),
+                ('created_at', models.DateTimeField(auto_now_add=True)),
+                ('created_by', models.ForeignKey(on_delete=django.db.models.deletion.PROTECT, related_name='created_households', to=settings.AUTH_USER_MODEL)),
+            ],
+        ),
+        migrations.CreateModel(
+            name='FinancialYear',
+            fields=[
+                ('id', models.BigAutoField(auto_created=True, primary_key=True, serialize=False, verbose_name='ID')),
+                ('year', models.PositiveSmallIntegerField()),
+                ('is_active', models.BooleanField(default=True)),
+                ('notes', models.TextField(blank=True, default='')),
+                ('created_at', models.DateTimeField(auto_now_add=True)),
+                ('user', models.ForeignKey(blank=True, null=True, on_delete=django.db.models.deletion.CASCADE, related_name='financial_years', to=settings.AUTH_USER_MODEL)),
+                ('household', models.ForeignKey(blank=True, null=True, on_delete=django.db.models.deletion.CASCADE, related_name='financial_years', to='finance.household')),
+            ],
+        ),
+        migrations.CreateModel(
+            name='HouseholdMembership',
+            fields=[
+                ('id', models.BigAutoField(auto_created=True, primary_key=True, serialize=False, verbose_name='ID')),
+                ('status', models.CharField(choices=[('pending', 'Pending'), ('active', 'Active'), ('left', 'Left')], default='pending', max_length=10)),
+                ('effective_from_year', models.PositiveSmallIntegerField(blank=True, null=True)),
+                ('effective_until_year', models.PositiveSmallIntegerField(blank=True, null=True)),
+                ('created_at', models.DateTimeField(auto_now_add=True)),
+                ('household', models.ForeignKey(on_delete=django.db.models.deletion.CASCADE, related_name='memberships', to='finance.household')),
+                ('invited_by', models.ForeignKey(null=True, on_delete=django.db.models.deletion.SET_NULL, related_name='sent_invitations', to=settings.AUTH_USER_MODEL)),
+                ('user', models.ForeignKey(on_delete=django.db.models.deletion.CASCADE, related_name='household_memberships', to=settings.AUTH_USER_MODEL)),
+            ],
+        ),
+        migrations.CreateModel(
+            name='YearlyBudgetItem',
+            fields=[
+                ('id', models.BigAutoField(auto_created=True, primary_key=True, serialize=False, verbose_name='ID')),
+                ('name', models.CharField(max_length=100)),
+                ('amount', models.DecimalField(decimal_places=2, max_digits=12)),
+                ('active', models.BooleanField(default=True)),
+                ('notes', models.TextField(blank=True, default='')),
+                ('financial_year', models.ForeignKey(on_delete=django.db.models.deletion.CASCADE, related_name='budget_items', to='finance.financialyear')),
+            ],
+        ),
+        migrations.CreateModel(
+            name='YearlyIncome',
+            fields=[
+                ('id', models.BigAutoField(auto_created=True, primary_key=True, serialize=False, verbose_name='ID')),
+                ('name', models.CharField(max_length=100)),
+                ('amount', models.DecimalField(decimal_places=2, max_digits=12)),
+                ('active', models.BooleanField(default=True)),
+                ('notes', models.TextField(blank=True, default='')),
+                ('financial_year', models.ForeignKey(on_delete=django.db.models.deletion.CASCADE, related_name='incomes', to='finance.financialyear')),
+                ('member', models.ForeignKey(null=True, on_delete=django.db.models.deletion.SET_NULL, related_name='yearly_incomes', to=settings.AUTH_USER_MODEL)),
+            ],
+        ),
+        migrations.AddConstraint(
+            model_name='financialyear',
+            constraint=models.CheckConstraint(condition=models.Q(models.Q(('household__isnull', True), ('user__isnull', False)), models.Q(('household__isnull', False), ('user__isnull', True)), _connector='OR'), name='financial_year_owner_exclusive'),
+        ),
+        migrations.AddConstraint(
+            model_name='financialyear',
+            constraint=models.UniqueConstraint(condition=models.Q(('user__isnull', False)), fields=('user', 'year'), name='unique_personal_financial_year'),
+        ),
+        migrations.AddConstraint(
+            model_name='financialyear',
+            constraint=models.UniqueConstraint(condition=models.Q(('household__isnull', False)), fields=('household', 'year'), name='unique_household_financial_year'),
+        ),
+        migrations.AlterUniqueTogether(
+            name='householdmembership',
+            unique_together={('household', 'user')},
+        ),
+    ]
@@ -0,0 +1,18 @@
+# Generated by Django 6.0.4 on 2026-05-19 07:24
+
+from django.db import migrations, models
+
+
+class Migration(migrations.Migration):
+
+    dependencies = [
+        ('finance', '0019_financial_year'),
+    ]
+
+    operations = [
+        migrations.AddField(
+            model_name='householdmembership',
+            name='role',
+            field=models.CharField(choices=[('member', 'Member'), ('admin', 'Admin')], default='member', max_length=10),
+        ),
+    ]
@@ -0,0 +1,18 @@
+# Generated by Django 6.0.4 on 2026-05-21 18:37
+
+from django.db import migrations, models
+
+
+class Migration(migrations.Migration):
+
+    dependencies = [
+        ('finance', '0020_household_membership_role'),
+    ]
+
+    operations = [
+        migrations.AddField(
+            model_name='account',
+            name='salary_months',
+            field=models.IntegerField(choices=[(12, 12), (13, 13)], default=12),
+        ),
+    ]
@@ -0,0 +1,30 @@
+# Generated by Django 6.0.4 on 2026-05-21 19:49
+
+import django.db.models.deletion
+from django.conf import settings
+from django.db import migrations, models
+
+
+class Migration(migrations.Migration):
+
+    dependencies = [
+        ('finance', '0021_add_salary_months_to_account'),
+        migrations.swappable_dependency(settings.AUTH_USER_MODEL),
+    ]
+
+    operations = [
+        migrations.CreateModel(
+            name='PendingHouseholdInvite',
+            fields=[
+                ('id', models.BigAutoField(auto_created=True, primary_key=True, serialize=False, verbose_name='ID')),
+                ('invited_email', models.EmailField(max_length=254)),
+                ('effective_from_year', models.PositiveSmallIntegerField(blank=True, null=True)),
+                ('created_at', models.DateTimeField(auto_now_add=True)),
+                ('household', models.ForeignKey(on_delete=django.db.models.deletion.CASCADE, related_name='pending_invites', to='finance.household')),
+                ('invited_by', models.ForeignKey(null=True, on_delete=django.db.models.deletion.SET_NULL, related_name='sent_pending_invitations', to=settings.AUTH_USER_MODEL)),
+            ],
+            options={
+                'unique_together': {('household', 'invited_email')},
+            },
+        ),
+    ]
@@ -0,0 +1,38 @@
+# Generated by Django 6.0.4 on 2026-05-21 20:05
+
+from django.db import migrations, models
+
+
+class Migration(migrations.Migration):
+
+    dependencies = [
+        ('finance', '0022_add_pending_household_invite'),
+    ]
+
+    operations = [
+        migrations.AddField(
+            model_name='profile',
+            name='email_verified',
+            field=models.BooleanField(default=False),
+        ),
+        migrations.AddField(
+            model_name='profile',
+            name='email_verify_token',
+            field=models.CharField(blank=True, default='', max_length=64),
+        ),
+        migrations.AddField(
+            model_name='profile',
+            name='email_verify_token_expires',
+            field=models.DateTimeField(blank=True, null=True),
+        ),
+        migrations.AddField(
+            model_name='profile',
+            name='password_reset_token_expires',
+            field=models.DateTimeField(blank=True, null=True),
+        ),
+        migrations.AddField(
+            model_name='profile',
+            name='password_reset_token_hash',
+            field=models.CharField(blank=True, default='', max_length=64),
+        ),
+    ]