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Aurum — a self-hosted personal finance operating system: cash flow, net worth tracking, budgets, goals, recurring payments, reports, proactive alerts, and a compound-interest returns calculator, all bilingual (RU/EN) and mobile-first. Ships as a three-container Docker Compose stack (Postgres + FastAPI + nginx-served React frontend). See README.md for setup and CONTRIBUTING.md for development.
67 lines
1.7 KiB
Python
67 lines
1.7 KiB
Python
from datetime import date as date_
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from decimal import Decimal
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from pydantic import BaseModel
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class NetWorthPoint(BaseModel):
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date: date_
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value: Decimal
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class NetWorthBreakdownItem(BaseModel):
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key: str
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name: str
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color: str
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icon: str
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amount: Decimal
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percent: float
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class CapitalRoleSummary(BaseModel):
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"""Assets grouped by how they behave month to month (see CapitalRole) —
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a cross-cut of the asset-class breakdown, not a replacement for it."""
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role: str
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label: str
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color: str
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total_value: Decimal
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monthly_cash_flow: Decimal
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count: int
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class RiskLevelItem(BaseModel):
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"""One holding within a risk tier — Cash (key="cash") or a single asset
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(key=f"asset:{id}"). This list IS the diversification view: a tier with
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one item at 100% is concentrated, several items with even shares aren't,
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no separate score needed."""
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key: str
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name: str
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amount: Decimal
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percent: float # share of this tier, not of total capital
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class RiskLevelSummary(BaseModel):
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"""Cash + assets grouped by user-tagged risk of loss (see RiskLevel) —
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another cross-cut, like capital_roles, but Cash participates here since
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it's the zero-risk anchor an 80/20-style allocation rule needs."""
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risk_level: str
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label: str
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color: str
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total_value: Decimal
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percent: float # share of total capital (cash + assets)
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items: list[RiskLevelItem]
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class NetWorthSummary(BaseModel):
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range: str
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current: Decimal
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change_amount: Decimal
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change_percent: float | None
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series: list[NetWorthPoint]
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breakdown: list[NetWorthBreakdownItem]
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capital_roles: list[CapitalRoleSummary]
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risk_levels: list[RiskLevelSummary]
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