mirror of
https://github.com/eitchtee/WYGIWYH.git
synced 2026-11-13 12:23:44 +01:00
Herculino Trotta
7038ce8e18
- Asset classes (name, optional target %) managed under Management > Investments, chosen per account - Charts tab: allocation by asset class and currency, value against invested, return by investment; off-target classes flagged by the 5/25 rule - Rebalance tab: what to buy or sell per class to reach the targets - Investment page: price against average cost with trades, monthly earnings and income
39 lines
1.9 KiB
Python
39 lines
1.9 KiB
Python
# Generated by Django 5.2.17 on 2026-11-08 03:26
|
|
|
|
import django.core.validators
|
|
import django.db.models.deletion
|
|
from django.conf import settings
|
|
from django.db import migrations, models
|
|
|
|
|
|
class Migration(migrations.Migration):
|
|
|
|
dependencies = [
|
|
('accounts', '0019_income_categories_and_tags'),
|
|
migrations.swappable_dependency(settings.AUTH_USER_MODEL),
|
|
]
|
|
|
|
operations = [
|
|
migrations.CreateModel(
|
|
name='InvestmentClass',
|
|
fields=[
|
|
('id', models.BigAutoField(auto_created=True, primary_key=True, serialize=False, verbose_name='ID')),
|
|
('name', models.CharField(max_length=255, verbose_name='Name')),
|
|
('target', models.DecimalField(blank=True, decimal_places=2, help_text='Share of your investments you want in this class. Leave it empty to leave the class out of the targets.', max_digits=5, null=True, validators=[django.core.validators.MinValueValidator(0), django.core.validators.MaxValueValidator(100)], verbose_name='Target allocation (%)')),
|
|
('owner', models.ForeignKey(blank=True, null=True, on_delete=django.db.models.deletion.CASCADE, related_name='%(class)s_owned', to=settings.AUTH_USER_MODEL)),
|
|
],
|
|
options={
|
|
'verbose_name': 'Asset class',
|
|
'verbose_name_plural': 'Asset classes',
|
|
'db_table': 'investment_classes',
|
|
'ordering': ['name', 'id'],
|
|
'unique_together': {('owner', 'name')},
|
|
},
|
|
),
|
|
migrations.AddField(
|
|
model_name='account',
|
|
name='investment_class',
|
|
field=models.ForeignKey(blank=True, help_text='Groups investments in the allocation charts, e.g. Fixed income, Stocks, Real estate.', null=True, on_delete=django.db.models.deletion.SET_NULL, related_name='accounts', to='accounts.investmentclass', verbose_name='Asset class'),
|
|
),
|
|
]
|