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
90 lines
5.2 KiB
Python
90 lines
5.2 KiB
Python
# Generated by Django 6.0.4 on 2026-05-18 20:16
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import django.db.models.deletion
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from django.conf import settings
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from django.db import migrations, models
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class Migration(migrations.Migration):
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dependencies = [
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('finance', '0018_profile_savings_rate_goal'),
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migrations.swappable_dependency(settings.AUTH_USER_MODEL),
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]
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operations = [
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migrations.CreateModel(
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name='Household',
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fields=[
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('id', models.BigAutoField(auto_created=True, primary_key=True, serialize=False, verbose_name='ID')),
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('name', models.CharField(max_length=100)),
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('created_at', models.DateTimeField(auto_now_add=True)),
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('created_by', models.ForeignKey(on_delete=django.db.models.deletion.PROTECT, related_name='created_households', to=settings.AUTH_USER_MODEL)),
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],
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),
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migrations.CreateModel(
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name='FinancialYear',
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fields=[
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('id', models.BigAutoField(auto_created=True, primary_key=True, serialize=False, verbose_name='ID')),
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('year', models.PositiveSmallIntegerField()),
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('is_active', models.BooleanField(default=True)),
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('notes', models.TextField(blank=True, default='')),
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('created_at', models.DateTimeField(auto_now_add=True)),
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('user', models.ForeignKey(blank=True, null=True, on_delete=django.db.models.deletion.CASCADE, related_name='financial_years', to=settings.AUTH_USER_MODEL)),
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('household', models.ForeignKey(blank=True, null=True, on_delete=django.db.models.deletion.CASCADE, related_name='financial_years', to='finance.household')),
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],
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),
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migrations.CreateModel(
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name='HouseholdMembership',
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fields=[
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('id', models.BigAutoField(auto_created=True, primary_key=True, serialize=False, verbose_name='ID')),
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('status', models.CharField(choices=[('pending', 'Pending'), ('active', 'Active'), ('left', 'Left')], default='pending', max_length=10)),
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('effective_from_year', models.PositiveSmallIntegerField(blank=True, null=True)),
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('effective_until_year', models.PositiveSmallIntegerField(blank=True, null=True)),
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('created_at', models.DateTimeField(auto_now_add=True)),
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('household', models.ForeignKey(on_delete=django.db.models.deletion.CASCADE, related_name='memberships', to='finance.household')),
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('invited_by', models.ForeignKey(null=True, on_delete=django.db.models.deletion.SET_NULL, related_name='sent_invitations', to=settings.AUTH_USER_MODEL)),
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('user', models.ForeignKey(on_delete=django.db.models.deletion.CASCADE, related_name='household_memberships', to=settings.AUTH_USER_MODEL)),
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],
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),
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migrations.CreateModel(
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name='YearlyBudgetItem',
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fields=[
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('id', models.BigAutoField(auto_created=True, primary_key=True, serialize=False, verbose_name='ID')),
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('name', models.CharField(max_length=100)),
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('amount', models.DecimalField(decimal_places=2, max_digits=12)),
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('active', models.BooleanField(default=True)),
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('notes', models.TextField(blank=True, default='')),
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('financial_year', models.ForeignKey(on_delete=django.db.models.deletion.CASCADE, related_name='budget_items', to='finance.financialyear')),
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],
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),
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migrations.CreateModel(
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name='YearlyIncome',
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fields=[
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('id', models.BigAutoField(auto_created=True, primary_key=True, serialize=False, verbose_name='ID')),
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('name', models.CharField(max_length=100)),
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('amount', models.DecimalField(decimal_places=2, max_digits=12)),
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('active', models.BooleanField(default=True)),
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('notes', models.TextField(blank=True, default='')),
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('financial_year', models.ForeignKey(on_delete=django.db.models.deletion.CASCADE, related_name='incomes', to='finance.financialyear')),
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('member', models.ForeignKey(null=True, on_delete=django.db.models.deletion.SET_NULL, related_name='yearly_incomes', to=settings.AUTH_USER_MODEL)),
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],
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),
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migrations.AddConstraint(
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model_name='financialyear',
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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'),
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),
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migrations.AddConstraint(
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model_name='financialyear',
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constraint=models.UniqueConstraint(condition=models.Q(('user__isnull', False)), fields=('user', 'year'), name='unique_personal_financial_year'),
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),
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migrations.AddConstraint(
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model_name='financialyear',
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constraint=models.UniqueConstraint(condition=models.Q(('household__isnull', False)), fields=('household', 'year'), name='unique_household_financial_year'),
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),
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migrations.AlterUniqueTogether(
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name='householdmembership',
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unique_together={('household', 'user')},
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),
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]
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