feat: add option to archive accounts

app/apps/accounts/forms.py

@@ -60,7 +60,14 @@ class AccountForm(forms.ModelForm):
 
     class Meta:
         model = Account
-        fields = ["name", "group", "currency", "exchange_currency", "is_asset"]
+        fields = [
+            "name",
+            "group",
+            "currency",
+            "exchange_currency",
+            "is_asset",
+            "is_archived",
+        ]
         widgets = {
             "currency": TomSelect(),
             "exchange_currency": TomSelect(),
@@ -76,6 +83,7 @@ class AccountForm(forms.ModelForm):
             "name",
             "group",
             Switch("is_asset"),
+            Switch("is_archived"),
             "currency",
             "exchange_currency",
         )

app/apps/accounts/migrations/0005_account_archived.py

@@ -0,0 +1,18 @@
+# Generated by Django 5.1.2 on 2024-10-28 00:22
+
+from django.db import migrations, models
+
+
+class Migration(migrations.Migration):
+
+    dependencies = [
+        ('accounts', '0004_account_group'),
+    ]
+
+    operations = [
+        migrations.AddField(
+            model_name='account',
+            name='archived',
+            field=models.BooleanField(default=False, help_text="Archived accounts don't show up nor count towards your net worth", verbose_name='Archived'),
+        ),
+    ]

app/apps/accounts/migrations/0006_rename_archived_account_is_archived_and_more.py

@@ -0,0 +1,23 @@
+# Generated by Django 5.1.2 on 2024-10-28 00:26
+
+from django.db import migrations, models
+
+
+class Migration(migrations.Migration):
+
+    dependencies = [
+        ('accounts', '0005_account_archived'),
+    ]
+
+    operations = [
+        migrations.RenameField(
+            model_name='account',
+            old_name='archived',
+            new_name='is_archived',
+        ),
+        migrations.AlterField(
+            model_name='account',
+            name='is_asset',
+            field=models.BooleanField(default=False, help_text='Asset accounts count towards your Net Worth, but not towards your month.', verbose_name='Asset account'),
+        ),
+    ]

app/apps/accounts/models.py

@@ -43,11 +43,16 @@ class Account(models.Model):
 
     is_asset = models.BooleanField(
         default=False,
-        verbose_name=_("Is an asset account?"),
+        verbose_name=_("Asset account"),
         help_text=_(
             "Asset accounts count towards your Net Worth, but not towards your month."
         ),
     )
+    is_archived = models.BooleanField(
+        default=False,
+        verbose_name=_("Archived"),
+        help_text=_("Archived accounts don't show up nor count towards your net worth"),
+    )
 
     class Meta:
         verbose_name = _("Account")

app/apps/accounts/views/balance.py

@@ -38,7 +38,9 @@ def account_reconciliation(request):
             "prefix": account.currency.prefix,
             "current_balance": get_account_balance(account),
         }
-        for account in Account.objects.all().select_related("currency", "group")
+        for account in Account.objects.filter(is_archived=False).select_related(
+            "currency", "group"
+        )
     ]
 
     if request.method == "POST":

app/apps/net_worth/utils/calculate_net_worth.py

@@ -40,9 +40,11 @@ def calculate_account_net_worth():
     )
 
     # Main query to fetch all account data
-    accounts_data = Account.objects.annotate(
+    accounts_data = (
-        balance=Coalesce(Subquery(balance_subquery), Decimal("0"))
+        Account.objects.filter(is_archived=False)
-    ).select_related("currency", "exchange_currency", "group")
+        .annotate(balance=Coalesce(Subquery(balance_subquery), Decimal("0")))
+        .select_related("currency", "exchange_currency", "group")
+    )
 
     account_net_worth = {ungrouped_id: {"name": _("Ungrouped"), "accounts": {}}}
 
@@ -209,7 +211,7 @@ def calculate_historical_currency_net_worth():
 
 def calculate_historical_account_balance():
     # Get all accounts
-    accounts = Account.objects.all()
+    accounts = Account.objects.filter(is_archived=False)
 
     # Get the date range
     date_range = Transaction.objects.filter(is_paid=True).aggregate(

app/apps/transactions/forms.py

@@ -42,6 +42,11 @@ class TransactionForm(forms.ModelForm):
         required=False,
         label=_("Tags"),
     )
+    account = forms.ModelChoiceField(
+        queryset=Account.objects.filter(is_archived=False),
+        label=_("Account"),
+        widget=TomSelect(clear_button=False, group_by="group"),
+    )
     reference_date = MonthYearFormField(label=_("Reference Date"), required=False)
 
     class Meta:
@@ -140,12 +145,12 @@ class TransactionForm(forms.ModelForm):
 
 class TransferForm(forms.Form):
     from_account = forms.ModelChoiceField(
-        queryset=Account.objects.all(),
+        queryset=Account.objects.filter(is_archived=False),
         label=_("From Account"),
         widget=TomSelect(clear_button=False, group_by="group"),
     )
     to_account = forms.ModelChoiceField(
-        queryset=Account.objects.all(),
+        queryset=Account.objects.filter(is_archived=False),
         label=_("To Account"),
         widget=TomSelect(clear_button=False, group_by="group"),
     )
@@ -330,7 +335,7 @@ class TransferForm(forms.Form):
 
 class InstallmentPlanForm(forms.ModelForm):
     account = forms.ModelChoiceField(
-        queryset=Account.objects.all(),
+        queryset=Account.objects.filter(is_archived=False),
         label=_("Account"),
         widget=TomSelect(clear_button=False, group_by="group"),
     )
@@ -506,7 +511,7 @@ class TransactionCategoryForm(forms.ModelForm):
 
 class RecurringTransactionForm(forms.ModelForm):
     account = forms.ModelChoiceField(
-        queryset=Account.objects.all(),
+        queryset=Account.objects.filter(is_archived=False),
         label=_("Account"),
         widget=TomSelect(clear_button=False, group_by="group"),
     )

app/templates/accounts/fragments/list.html

@@ -23,7 +23,8 @@
         <th scope="col" class="col">{% translate 'Name' %}</th>
         <th scope="col" class="col">{% translate 'Currency' %}</th>
         <th scope="col" class="col">{% translate 'Exchange Currency' %}</th>
-        <th scope="col" class="col-auto">{% translate 'Is Asset' %}</th>
+        <th scope="col" class="col">{% translate 'Is Asset' %}</th>
+        <th scope="col" class="col">{% translate 'Archived' %}</th>
       </tr>
     </thead>
     <tbody>
@@ -52,7 +53,8 @@
         <td class="col-auto">{{ account.currency }} ({{ account.currency.code }})</td>
         <td class="col-auto">{% if account.exchange_currency %}{{ account.exchange_currency }} (
           {{ account.exchange_currency.code }}){% else %}-{% endif %}</td>
-        <td class="col-auto text-center">{% if account.is_asset %}<i class="fa-solid fa-circle text-success"></i>{% endif %}</td>
+        <td class="col">{% if account.is_asset %}<i class="fa-solid fa-solid fa-check text-success"></i>{% endif %}</td>
+        <td class="col">{% if account.is_archived %}<i class="fa-solid fa-solid fa-check text-success"></i>{% endif %}</td>
       </tr>
       {% endfor %}
     </tbody>