From 1abe9e9f62b3ceb719c529945df4bc5c97a5cf10 Mon Sep 17 00:00:00 2001
From: Herculino Trotta <netotrotta@gmail.com>
Date: Fri, 29 Aug 2025 22:47:00 -0300
Subject: [PATCH] feat(currencies): allow archiving

---
 app/apps/accounts/forms.py                    | 20 +++++++++++++++++++
 app/apps/currencies/forms.py                  |  2 ++
 .../migrations/0022_currency_is_archived.py   | 18 +++++++++++++++++
 app/apps/currencies/models.py                 |  5 +++++
 app/apps/insights/utils/transactions.py       |  2 ++
 .../net_worth/utils/calculate_net_worth.py    |  1 +
 app/templates/currencies/fragments/list.html  |  2 ++
 7 files changed, 50 insertions(+)
 create mode 100644 app/apps/currencies/migrations/0022_currency_is_archived.py

diff --git a/app/apps/accounts/forms.py b/app/apps/accounts/forms.py
index 54bc3f2..e5798e2 100644
--- a/app/apps/accounts/forms.py
+++ b/app/apps/accounts/forms.py
@@ -3,6 +3,7 @@ from crispy_forms.bootstrap import FormActions
 from crispy_forms.helper import FormHelper
 from crispy_forms.layout import Layout, Field, Column, Row
 from django import forms
+from django.db.models import Q
 from django.utils.translation import gettext_lazy as _
 
 from apps.accounts.models import Account
@@ -15,6 +16,7 @@ from apps.common.widgets.crispy.submit import NoClassSubmit
 from apps.common.widgets.tom_select import TomSelect
 from apps.transactions.models import TransactionCategory, TransactionTag
 from apps.common.widgets.decimal import ArbitraryDecimalDisplayNumberInput
+from apps.currencies.models import Currency
 
 
 class AccountGroupForm(forms.ModelForm):
@@ -79,6 +81,24 @@ class AccountForm(forms.ModelForm):
 
         self.fields["group"].queryset = AccountGroup.objects.all()
 
+        if self.instance.id:
+            self.fields["currency"].queryset = Currency.objects.filter(
+                Q(is_archived=False) | Q(accounts=self.instance.id),
+            )
+
+            self.fields["exchange_currency"].queryset = Currency.objects.filter(
+                Q(is_archived=False) | Q(accounts=self.instance.id)
+            )
+
+        else:
+            self.fields["currency"].queryset = Currency.objects.filter(
+                Q(is_archived=False),
+            )
+
+            self.fields["exchange_currency"].queryset = Currency.objects.filter(
+                Q(is_archived=False)
+            )
+
         self.helper = FormHelper()
         self.helper.form_tag = False
         self.helper.form_method = "post"
diff --git a/app/apps/currencies/forms.py b/app/apps/currencies/forms.py
index eade665..cab3120 100644
--- a/app/apps/currencies/forms.py
+++ b/app/apps/currencies/forms.py
@@ -26,6 +26,7 @@ class CurrencyForm(forms.ModelForm):
             "suffix",
             "code",
             "exchange_currency",
+            "is_archived",
         ]
         widgets = {
             "exchange_currency": TomSelect(),
@@ -40,6 +41,7 @@ class CurrencyForm(forms.ModelForm):
         self.helper.layout = Layout(
             "code",
             "name",
+            Switch("is_archived"),
             "decimal_places",
             "prefix",
             "suffix",
diff --git a/app/apps/currencies/migrations/0022_currency_is_archived.py b/app/apps/currencies/migrations/0022_currency_is_archived.py
new file mode 100644
index 0000000..753ad33
--- /dev/null
+++ b/app/apps/currencies/migrations/0022_currency_is_archived.py
@@ -0,0 +1,18 @@
+# Generated by Django 5.2.5 on 2025-08-30 00:47
+
+from django.db import migrations, models
+
+
+class Migration(migrations.Migration):
+
+    dependencies = [
+        ('currencies', '0021_alter_exchangerateservice_service_type'),
+    ]
+
+    operations = [
+        migrations.AddField(
+            model_name='currency',
+            name='is_archived',
+            field=models.BooleanField(default=False, verbose_name='Archived'),
+        ),
+    ]
diff --git a/app/apps/currencies/models.py b/app/apps/currencies/models.py
index 286a87f..95ce0e1 100644
--- a/app/apps/currencies/models.py
+++ b/app/apps/currencies/models.py
@@ -32,6 +32,11 @@ class Currency(models.Model):
         help_text=_("Default currency for exchange calculations"),
     )
 
+    is_archived = models.BooleanField(
+        default=False,
+        verbose_name=_("Archived"),
+    )
+
     def __str__(self):
         return self.name
 
diff --git a/app/apps/insights/utils/transactions.py b/app/apps/insights/utils/transactions.py
index fbfbc0a..8455075 100644
--- a/app/apps/insights/utils/transactions.py
+++ b/app/apps/insights/utils/transactions.py
@@ -102,4 +102,6 @@ def get_transactions(
             account__in=request.user.untracked_accounts.all()
         )
 
+    transactions = transactions.exclude(account__currency__is_archived=True)
+
     return transactions
diff --git a/app/apps/net_worth/utils/calculate_net_worth.py b/app/apps/net_worth/utils/calculate_net_worth.py
index 74fff63..7dce4a4 100644
--- a/app/apps/net_worth/utils/calculate_net_worth.py
+++ b/app/apps/net_worth/utils/calculate_net_worth.py
@@ -30,6 +30,7 @@ def calculate_historical_currency_net_worth(queryset):
             | Q(accounts__visibility="private", accounts__owner=None),
             accounts__is_archived=False,
             accounts__isnull=False,
+            is_archived=False,
         )
         .values_list("name", flat=True)
         .distinct()
diff --git a/app/templates/currencies/fragments/list.html b/app/templates/currencies/fragments/list.html
index 5a3add8..db4d6b2 100644
--- a/app/templates/currencies/fragments/list.html
+++ b/app/templates/currencies/fragments/list.html
@@ -24,6 +24,7 @@
             <th scope="col" class="col-auto"></th>
             <th scope="col" class="col-auto">{% translate 'Code' %}</th>
             <th scope="col" class="col">{% translate 'Name' %}</th>
+            <th scope="col" class="col">{% translate 'Archived' %}</th>
           </tr>
         </thead>
         <tbody>
@@ -53,6 +54,7 @@
             </td>
             <td class="col-auto">{{ currency.code }}</td>
             <td class="col">{{ currency.name }}</td>
+            <td class="col">{% if currency.is_archived %}<i class="fa-solid fa-solid fa-check text-success"></i>{% endif %}</td>
           </tr>
           {% endfor %}
         </tbody>