06/02 Update add new balance option

app/routes/accounts.py

@@ -2,8 +2,8 @@ from datetime import date
 from flask import Blueprint, render_template, redirect, url_for, flash, request, jsonify
 from flask_login import login_required
 from flask_wtf import FlaskForm
-from wtforms import StringField, SelectField, TextAreaField, SubmitField
-from wtforms.validators import DataRequired, Length, Optional
+from wtforms import StringField, SelectField, TextAreaField, SubmitField, DecimalField
+from wtforms.validators import DataRequired, Length, Optional, NumberRange
 from sqlalchemy import func, extract
 from app.extensions import db
 from app.models.account import Account
@@ -44,6 +44,8 @@ class AccountForm(FlaskForm):
     color = StringField('Color', default='#4F81C7')
     icon = StringField('Icon', default='bi-bank')
     notes = TextAreaField('Notes', validators=[Optional(), Length(max=500)])
+    opening_balance = DecimalField('Opening Balance', places=2, default=0,
+                                   validators=[Optional()])
     submit = SubmitField('Save')
 
 
@@ -103,7 +105,23 @@ def new():
             balance=0,
         )
         db.session.add(account)
+        db.session.flush()  # get account.id before creating transaction
+
+        opening = float(form.opening_balance.data or 0)
+        if opening != 0:
+            from app.models.transaction import Transaction
+            txn_type = 'income' if opening > 0 else 'expense'
+            db.session.add(Transaction(
+                account_id=account.id,
+                transaction_type=txn_type,
+                amount=abs(opening),
+                description='Opening Balance',
+                date=date.today(),
+                notes='Initial account balance',
+            ))
+
         db.session.commit()
+        calc_balance(account.id)
         flash(f'Account "{account.name}" created.', 'success')
         return redirect(url_for('accounts.index'))
     return render_template('accounts/form.html', form=form, title='New Account',