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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.
87 lines
3.2 KiB
Python
87 lines
3.2 KiB
Python
"""Seeds the default category set on first boot.
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The expense categories are assigned hues from the dataviz skill's validated
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8-slot categorical palette, in the palette's fixed slot order (never
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reordered/cycled) so the dashboard donut chart is colorblind-safe out of the
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box. See CLAUDE.md-adjacent design notes in UPDATES.md for the source.
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"""
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from sqlalchemy import select
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from sqlalchemy.ext.asyncio import AsyncSession
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from app.core.config import get_settings
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from app.models.account import Account
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from app.models.category import Category
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from app.models.enums import AccountType, CategoryKind
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from app.models.settings import AppSettings
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# (name, icon, color) — order doubles as sort_order / palette slot index.
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DEFAULT_EXPENSE_CATEGORIES = [
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("Housing & Utilities", "home", "#2a78d6"), # slot 1 blue
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("Groceries", "shopping-basket", "#1baf7a"), # slot 3 aqua
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("Dining Out", "utensils", "#eb6834"), # slot 2 orange
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("Transportation", "car", "#4a3aa7"), # slot 7 violet
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("Health & Fitness", "heart-pulse", "#e34948"), # slot 8 red
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("Shopping", "shopping-bag", "#eda100"), # slot 4 yellow
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("Entertainment", "clapperboard", "#e87ba4"), # slot 5 magenta
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("Subscriptions", "repeat", "#008300"), # slot 6 green
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]
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DEFAULT_INCOME_CATEGORIES = [
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("Salary", "banknote", "#2a78d6"),
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("Freelance", "briefcase", "#1baf7a"),
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("Investments", "trending-up", "#4a3aa7"),
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("Gifts", "gift", "#e87ba4"),
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("Other Income", "plus-circle", "#898781"),
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]
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async def seed_default_categories(session: AsyncSession) -> None:
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existing = await session.execute(select(Category.id).limit(1))
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if existing.first() is not None:
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return
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order = 0
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for name, icon, color in DEFAULT_EXPENSE_CATEGORIES:
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session.add(
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Category(name=name, kind=CategoryKind.EXPENSE, icon=icon, color=color, sort_order=order, is_default=True)
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)
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order += 1
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for name, icon, color in DEFAULT_INCOME_CATEGORIES:
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session.add(
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Category(name=name, kind=CategoryKind.INCOME, icon=icon, color=color, sort_order=order, is_default=True)
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)
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order += 1
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await session.commit()
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async def seed_default_account(session: AsyncSession) -> None:
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"""Creates one starter account so the Transactions form always has a
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destination to post to, even before the (future) accounts management UI
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ships."""
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existing = await session.execute(select(Account.id).limit(1))
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if existing.first() is not None:
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return
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session.add(
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Account(
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name="Main Account",
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type=AccountType.CHECKING,
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currency=get_settings().default_currency,
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color="#2a78d6",
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)
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)
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await session.commit()
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async def seed_default_app_settings(session: AsyncSession) -> None:
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"""Ensures the singleton app_settings row (id=1) exists — the migration
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already inserts it, but this makes app boot self-healing if that row is
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ever missing (e.g. a DB restored from a pre-currency-setting backup)."""
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existing = await session.get(AppSettings, 1)
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if existing is not None:
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return
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session.add(AppSettings(id=1, currency=get_settings().default_currency))
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await session.commit()
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