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add "debit_card" as a new AccountType (#16)

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whaley
2026-09-08 20:03:13 +03:00
committed by GitHub
parent ae89311a8e
commit 12c3a7d79c
10 changed files with 69 additions and 6 deletions
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2
backend/app/services/insights_service.py
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@@ -33,7 +33,7 @@ MAX_LOOKBACK_MONTHS = 24
# Accounts where a big, untouched balance means money isn't working — a
# credit card balance isn't "your cash", an investment account is already
# invested, and OTHER is too ambiguous to guess at.
_IDLE_CASH_ACCOUNT_TYPES = (AccountType.CHECKING, AccountType.SAVINGS, AccountType.CASH)
_IDLE_CASH_ACCOUNT_TYPES = (AccountType.CHECKING, AccountType.DEBIT_CARD, AccountType.SAVINGS, AccountType.CASH)
def _previous_month(year: int, month: int) -> tuple[int, int]:

10
backend/app/services/net_worth_service.py
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@@ -2,7 +2,7 @@
asset class.
Design note: "Cash" is not stored anywhere — it's derived live from
Account/Transaction data (checking/savings/cash/investment accounts) so the
Account/Transaction data (checking/debit-card/savings/cash/investment accounts) so the
Transactions feature stays the single source of truth for liquid money.
Investment accounts count here too: their balance is uninvested/unallocated
money sitting on the account, not the market value of what's actually
@@ -36,7 +36,13 @@ from app.schemas.net_worth import (
RiskLevelSummary,
)
CASH_ACCOUNT_TYPES = {AccountType.CHECKING, AccountType.SAVINGS, AccountType.CASH, AccountType.INVESTMENT}
CASH_ACCOUNT_TYPES = {
AccountType.CHECKING,
AccountType.DEBIT_CARD,
AccountType.SAVINGS,
AccountType.CASH,
AccountType.INVESTMENT,
}
RANGE_DAYS = {"30d": 30, "90d": 90, "1y": 365, "5y": 365 * 5}