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09a0e383e0
Two of the four ideas picked from the Maybe/Sure feature audit: - Idle cash: a 5th proactive alert flags a depository account (checking/ savings/cash) sitting at or above a configurable balance with no transaction touching it for a configurable number of days. - Category hierarchy: categories can now have one level of subcategories (Groceries -> Alcohol). Dashboard/report aggregations roll a subcategory's spending into its parent's slice. Co-Authored-By: Claude Sonnet 5 <noreply@anthropic.com>
32 lines
1.8 KiB
Python
32 lines
1.8 KiB
Python
"""App-wide configuration that isn't tied to any single account/asset — a
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single-row table (id is always 1). Primary display currency (see UPDATES.md
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for why this doesn't do currency conversion) and the proactive-alert
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thresholds consumed by services/insights_service.py."""
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from decimal import Decimal
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from sqlalchemy import Integer, Numeric, String
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from sqlalchemy.orm import Mapped, mapped_column
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from app.db.base import Base
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class AppSettings(Base):
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__tablename__ = "app_settings"
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id: Mapped[int] = mapped_column(primary_key=True)
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currency: Mapped[str] = mapped_column(String(3), nullable=False, default="USD")
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# Consecutive complete months of negative cash flow / declining net worth
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# before insights_service.py raises the corresponding alert.
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negative_cash_flow_threshold_months: Mapped[int] = mapped_column(Integer, nullable=False, default=2)
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net_worth_decline_threshold_months: Mapped[int] = mapped_column(Integer, nullable=False, default=2)
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# Max % of total capital (cash + assets) allowed in medium/high risk
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# tiers before insights_service.py raises risky_allocation_exceeded —
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# the classic "80% at zero risk, 20% at most exposed" rule.
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risky_allocation_threshold_percent: Mapped[int] = mapped_column(Integer, nullable=False, default=20)
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# A depository account (checking/savings/cash) sitting at or above this
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# balance with no transaction touching it in idle_cash_threshold_days
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# raises insights_service.py's idle_cash alert — money that isn't
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# working. In the app's display currency (see `currency` above).
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idle_cash_threshold_amount: Mapped[Decimal] = mapped_column(Numeric(14, 2), nullable=False, default=Decimal("1000"))
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idle_cash_threshold_days: Mapped[int] = mapped_column(Integer, nullable=False, default=60)
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