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