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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.
64 lines
1.8 KiB
Python
64 lines
1.8 KiB
Python
"""Shared enum types used by the ORM models and API schemas."""
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import enum
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class AccountType(str, enum.Enum):
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CHECKING = "checking"
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SAVINGS = "savings"
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CREDIT_CARD = "credit_card"
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CASH = "cash"
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INVESTMENT = "investment"
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OTHER = "other"
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class CategoryKind(str, enum.Enum):
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INCOME = "income"
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EXPENSE = "expense"
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class TransactionType(str, enum.Enum):
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INCOME = "income"
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EXPENSE = "expense"
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TRANSFER = "transfer"
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class AssetClass(str, enum.Enum):
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"""Net-worth categories tracked manually (Cash is derived from Account
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balances instead — see services/net_worth_service.py)."""
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INVESTMENTS = "investments"
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CRYPTO = "crypto"
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REAL_ESTATE = "real_estate"
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VEHICLES = "vehicles"
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PRECIOUS_METALS = "precious_metals"
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OTHER = "other"
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class CapitalRole(str, enum.Enum):
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"""How an asset behaves month to month — set by the user, not inferred:
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the same laptop can be a productive work tool (NEUTRAL) or dead weight
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(DRAIN) depending on how it's actually used, which isn't derivable from
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any stored data."""
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INCOME = "income" # e.g. a rented-out apartment
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NEUTRAL = "neutral" # e.g. a laptop used for work, furniture
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DRAIN = "drain" # e.g. a personal car, an idle depreciating gadget
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class RecurringFrequency(str, enum.Enum):
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WEEKLY = "weekly"
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MONTHLY = "monthly"
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YEARLY = "yearly"
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class RiskLevel(str, enum.Enum):
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"""Risk of loss, not asset class — set by the user, not inferred: real
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estate can be a paid-off primary home (LOW) or a leveraged rental
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(HIGH), the same asset_class doesn't determine which. Cash is always
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LOW (see services/net_worth_service.py) — it's the zero-risk anchor an
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80/20-style allocation rule is measured against."""
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LOW = "low"
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MEDIUM = "medium"
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HIGH = "high"
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