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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>
34 lines
1.8 KiB
Python
34 lines
1.8 KiB
Python
"""A spending/income category, colored so it maps 1:1 to a dashboard chart slot."""
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from sqlalchemy import Boolean, Enum, ForeignKey, Integer, String
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from sqlalchemy.orm import Mapped, mapped_column, relationship
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from app.db.base import Base
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from app.models.enums import CategoryKind
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class Category(Base):
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__tablename__ = "categories"
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id: Mapped[int] = mapped_column(primary_key=True)
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name: Mapped[str] = mapped_column(String(100), nullable=False)
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kind: Mapped[CategoryKind] = mapped_column(
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Enum(CategoryKind, name="category_kind", native_enum=False, length=10), nullable=False
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)
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# Lucide icon name rendered in the frontend (kept as a plain string so new
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# icons don't require a migration).
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icon: Mapped[str | None] = mapped_column(String(50), nullable=True)
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# Hex color drawn from the dataviz skill's validated categorical palette.
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color: Mapped[str] = mapped_column(String(7), nullable=False)
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# Fixed slot ordering keeps the donut chart's category order stable across renders.
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sort_order: Mapped[int] = mapped_column(Integer, nullable=False, default=0)
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is_default: Mapped[bool] = mapped_column(Boolean, nullable=False, default=False)
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# Self-referential, one level deep only (routes/categories.py rejects a
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# parent that itself has a parent) — a subcategory ("Alcohol" under
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# "Groceries"). SET NULL so deleting a parent turns its children back
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# into top-level categories instead of cascading the delete.
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parent_id: Mapped[int | None] = mapped_column(ForeignKey("categories.id", ondelete="SET NULL"), nullable=True)
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transactions: Mapped[list["Transaction"]] = relationship(back_populates="category")
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parent: Mapped["Category | None"] = relationship(remote_side=[id], back_populates="children")
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children: Mapped[list["Category"]] = relationship(back_populates="parent")
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