Adding Equity Account Family

api/app/account/models.py

@@ -17,7 +17,7 @@ class AccountBaseId(AccountBase):
     id: UUID | None = Field(default_factory=uuid4, primary_key=True)
     family: str = Field(index=True)
     type: str = Field(index=True)
-    path: str = Field(index=True, unique=True)
+    path: str = Field(index=True)
 
 class Account(AccountBaseId, table=True):
     parent_account: Optional["Account"] = Relationship(
@@ -104,6 +104,15 @@ class Account(AccountBaseId, table=True):
 
         return account_db
 
+    @classmethod
+    def create_equity_account(cls, session):
+        account_db = Account(name="Equity", family="Equity", type="Equity", path="/Equity/")
+        session.add(account_db)
+        session.commit()
+        session.refresh(account_db)
+
+        return account_db
+
     @classmethod
     def list(cls, filters):
         return filters.sort(filters.filter(select(Account)))
@@ -111,7 +120,7 @@ class Account(AccountBaseId, table=True):
     @classmethod
     def list_accounts(cls, filters):
         return cls.list(filters).where(
-            Account.type.not_in([v.value for v in CategoryType])
+            Account.family.in_("Asset", "Liability")
         )
 
     @classmethod
@@ -125,7 +134,7 @@ class Account(AccountBaseId, table=True):
     @classmethod
     def list_categories(cls, filters):
         return cls.list(filters).where(
-            Account.type.in_([v.value for v in CategoryType])
+            Account.type.in_("Expense", "Income")
         )
 
     @classmethod
@@ -175,11 +184,12 @@ class AccountType(Enum):
     Currency = "Currency"             # < Denotes a currency trading account.
     AssetLoan = "AssetLoan"            # < Denotes a loan (asset of the owner of this object)
     Stock = "Stock"                # < Denotes an security account as sub-account for an investment
-    Equity = "Equity"               # < Denotes an equity account e.g. opening/closing balance
 
     Income = "Income"               # < Denotes an income account
     Expense = "Expense"              # < Denotes an expense account
 
+    Equity = "Equity"               # < Denotes an equity account e.g. opening/closing balance
+
 class Asset(Enum):
     Asset = "Asset"
     Checkings = "Checkings"