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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>
35 lines
1.7 KiB
Python
35 lines
1.7 KiB
Python
from decimal import Decimal
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from pydantic import BaseModel, Field
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class AppSettingsRead(BaseModel):
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currency: str
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negative_cash_flow_threshold_months: int
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net_worth_decline_threshold_months: int
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risky_allocation_threshold_percent: int
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idle_cash_threshold_amount: Decimal
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idle_cash_threshold_days: int
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class AppSettingsUpdate(BaseModel):
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"""All fields optional — the route applies a partial update
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(`exclude_unset`), same as CategoryUpdate, so a single-field PATCH from
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e.g. CurrencyCard doesn't need to resend the alert thresholds."""
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# ISO 4217 code, e.g. "USD"/"UAH"/"EUR" — the frontend only ever sends
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# values from its curated currency list, but validate the shape anyway
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# since Intl.NumberFormat would otherwise silently accept garbage.
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currency: str | None = Field(default=None, min_length=3, max_length=3, pattern=r"^[A-Z]{3}$")
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# Consecutive complete months before the corresponding alert fires.
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# Capped at 24 to match insights_service.py's MAX_LOOKBACK_MONTHS.
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negative_cash_flow_threshold_months: int | None = Field(default=None, ge=1, le=24)
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net_worth_decline_threshold_months: int | None = Field(default=None, ge=1, le=24)
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# Max % of capital allowed in medium/high risk tiers (the 80/20 rule's
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# "20% at most exposed" half) before risky_allocation_exceeded fires.
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risky_allocation_threshold_percent: int | None = Field(default=None, ge=1, le=100)
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# Balance (in the app's display currency) and days of no activity a
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# depository account needs to hit before idle_cash fires.
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idle_cash_threshold_amount: Decimal | None = Field(default=None, ge=0, max_digits=14, decimal_places=2)
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idle_cash_threshold_days: int | None = Field(default=None, ge=1, le=365)
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