money: archived accounts (accounts.archived) — closed banks stay in history, net worth and charts but leave the quick balances, quick add and account pickers; archived section in the accounts panel; quick add defaults to Revolut

drizzle/20261025154013_money_accounts_archived/migration.sql

@@ -0,0 +1 @@
+ALTER TABLE "money"."accounts" ADD COLUMN "archived" boolean DEFAULT false NOT NULL;

src/lib/money-tracker/QuickAdd.svelte

@@ -52,7 +52,9 @@
 			const remembered =
 				typeof localStorage === 'undefined' ? null : localStorage.getItem(storageKey);
 			accountId = String(
-				accounts.find((account) => String(account.id) === remembered)?.id ?? accounts[0].id
+				accounts.find((account) => String(account.id) === remembered)?.id ??
+					accounts.find((account) => account.name.toLowerCase() === 'revolut')?.id ??
+					accounts[0].id
 			);
 		}
 	});

src/lib/server/db/schema/money-tracker.ts

@@ -27,6 +27,10 @@ export const moneyAccounts = moneySchema.table(
 		// False for money tracked but not owned (e.g. a savings account parents controlled):
 		// still listed with its own balance, left out of net worth and the total wealth chart.
 		includeInTotal: boolean('include_in_total').notNull().default(true),
+		// Closed or no longer used accounts (old banks, Trading 212 once emptied): kept for history,
+		// transactions and the wealth chart, but left out of the quick balances and account pickers.
+		// Their balance still counts in net worth (include_in_total) until it reaches zero.
+		archived: boolean('archived').notNull().default(false),
 		color: text('color'),
 		// Household scope: Stan's own money vs. the joint account with Juhee.
 		scope: text('scope').notNull().default('personal'),

src/routes/trackers/money/+page.server.ts

@@ -128,6 +128,7 @@ export const actions: Actions = {
 		const openingBalanceCents = cents(form.get('openingBalance'));
 		const kind = String(form.get('kind') ?? 'spendable');
 		const includeInTotal = form.get('includeInTotal') === 'on';
+		const archived = form.get('archived') === 'on';
 		const colorRaw = String(form.get('color') ?? '').trim();
 		const color = colorRaw ? colorRaw.toLowerCase() : null;
 		if (!name || openingBalanceCents == null || !['spendable', 'investment'].includes(kind))
@@ -138,14 +139,20 @@ export const actions: Actions = {
 			if (id) {
 				const [row] = await db
 					.update(moneyAccounts)
-					.set({ name, openingBalanceCents, kind, includeInTotal, color })
+					.set({ name, openingBalanceCents, kind, includeInTotal, archived, color })
 					.where(and(eq(moneyAccounts.id, id), eq(moneyAccounts.userId, user.id)))
 					.returning({ id: moneyAccounts.id });
 				if (!row) error(404, 'Account not found');
 			} else
-				await db
+				await db.insert(moneyAccounts).values({
-					.insert(moneyAccounts)
+					userId: user.id,
-					.values({ userId: user.id, name, openingBalanceCents, kind, includeInTotal, color });
+					name,
+					openingBalanceCents,
+					kind,
+					includeInTotal,
+					archived,
+					color
+				});
 		} catch (cause) {
 			if (typeof cause === 'object' && cause && 'code' in cause && cause.code === '23505')
 				return invalid('An account with that name already exists.');

src/routes/trackers/money/+page.svelte

@@ -101,6 +101,23 @@
 	let futureTransactions = $derived(data.transactions.filter((item) => item.date > data.today));
 	let balances = $derived(accountBalances(data.accounts, actualTransactions));
 	let totalAccounts = $derived(data.accounts.filter((account) => account.includeInTotal !== false));
+	// Archived accounts (closed banks) stay in history, net worth and the charts, but not in the
+	// quick balances or the account pickers.
+	let openAccounts = $derived(data.accounts.filter((account) => !account.archived));
+	let archivedAccounts = $derived(data.accounts.filter((account) => account.archived));
+	let archivedTotal = $derived(
+		archivedAccounts
+			.filter((account) => account.includeInTotal !== false)
+			.reduce((sum, account) => sum + (balances.get(account.id) ?? 0), 0)
+	);
+	let defaultAccountId = $derived(
+		openAccounts.find((account) => account.name.toLowerCase() === 'revolut')?.id ??
+			openAccounts[0]?.id
+	);
+	/** Account picker options: open accounts, plus the archived one an edited row already uses. */
+	let pickerAccounts = $derived(
+		data.accounts.filter((account) => !account.archived || account.id === active.accountId)
+	);
 	let totalIds = $derived(new Set(totalAccounts.map((account) => account.id)));
 	let total = $derived(
 		totalAccounts.reduce((sum, account) => sum + (balances.get(account.id) ?? 0), 0)
@@ -399,6 +416,41 @@
 	>
 {/snippet}
 
+{#snippet accountRow(account: (typeof data.accounts)[number])}
+	<li class:selected={accountFilter.includes(account.id)}>
+		<Button
+			variant="ghost"
+			type="button"
+			class="item-main"
+			aria-pressed={accountFilter.includes(account.id)}
+			onclick={() => toggleAccount(account.id)}
+			>{@render swatch(account.id)}<span
+				><strong>{account.name}</strong><small class="capitalize"
+					>{account.kind}{#if account.archived}&nbsp;· archived{/if}{#if account.includeInTotal === false}&nbsp;·
+						not in total{/if} · {#if account.bankBalanceAt}bank
+						{amount(account.bankBalanceCents ?? 0)}, {new Date(
+							account.bankBalanceAt
+						).toLocaleDateString('en-GB', {
+							day: 'numeric',
+							month: 'short',
+							hour: '2-digit',
+							minute: '2-digit'
+						})}{#if account.bankBalanceCents !== (balances.get(account.id) ?? 0)}<span
+								class="text-destructive"
+							>
+								· differs from tracker</span
+							>{/if}{:else}opening {amount(account.openingBalanceCents)}{/if}</small
+				></span
+			></Button
+		><strong class="item-amount">{@render signed(balances.get(account.id) ?? 0)}</strong
+		>{@render rowActions(
+			account.name,
+			() => open('account', account),
+			() => deletion(account.name, account.id, 'deleteAccount')
+		)}
+	</li>
+{/snippet}
+
 <div class="money-app mx-auto max-w-screen-2xl px-4 py-8 sm:px-6 sm:py-10">
 	<header class="app-header">
 		<div>
@@ -449,7 +501,7 @@
 		</div>
 	</section>
 
-	<QuickAdd accounts={data.accounts} transactions={data.transactions} today={data.today} />
+	<QuickAdd accounts={openAccounts} transactions={data.transactions} today={data.today} />
 	{#if importNotice}<p class="mb-4 text-sm" role="status">{importNotice}</p>{/if}
 
 	<div class="dashboard">
@@ -576,43 +628,24 @@
 					onclick={() => open('account')}><Plus size={16} /> Add</Button
 				>
 			</div>
-			{#if data.accounts.length}<ul class="item-list">
+			{#if openAccounts.length}<ul class="item-list">
-					{#each data.accounts as account (account.id)}<li
+					{#each openAccounts as account (account.id)}{@render accountRow(account)}{/each}
-							class:selected={accountFilter.includes(account.id)}
+				</ul>{:else if !archivedAccounts.length}<p class="empty">
-						>
-							<Button
-								variant="ghost"
-								type="button"
-								class="item-main"
-								aria-pressed={accountFilter.includes(account.id)}
-								onclick={() => toggleAccount(account.id)}
-								>{@render swatch(account.id)}<span
-									><strong>{account.name}</strong><small class="capitalize"
-										>{account.kind}{#if account.includeInTotal === false}&nbsp;· not in total{/if} · {#if account.bankBalanceAt}bank
-											{amount(account.bankBalanceCents ?? 0)}, {new Date(
-												account.bankBalanceAt
-											).toLocaleDateString('en-GB', {
-												day: 'numeric',
-												month: 'short',
-												hour: '2-digit',
-												minute: '2-digit'
-											})}{#if account.bankBalanceCents !== (balances.get(account.id) ?? 0)}<span
-													class="text-destructive"
-												>
-													· differs from tracker</span
-												>{/if}{:else}opening {amount(account.openingBalanceCents)}{/if}</small
-									></span
-								></Button
-							><strong class="item-amount">{@render signed(balances.get(account.id) ?? 0)}</strong
-							>{@render rowActions(
-								account.name,
-								() => open('account', account),
-								() => deletion(account.name, account.id, 'deleteAccount')
-							)}
-						</li>{/each}
-				</ul>{:else}<p class="empty">
 					Add an account or import your transactions to get started.
 				</p>{/if}
+			{#if archivedAccounts.length}<details class="archived-accounts">
+					<summary
+						>Archived accounts ({archivedAccounts.length}){#if archivedTotal}&nbsp;·
+							{@render signed(archivedTotal)} still in net worth{/if}</summary
+					>
+					<p class="muted archived-note">
+						Closed or unused accounts. Their history stays in transactions, net worth and the
+						charts; they are hidden from quick add and the account pickers.
+					</p>
+					<ul class="item-list">
+						{#each archivedAccounts as account (account.id)}{@render accountRow(account)}{/each}
+					</ul>
+				</details>{/if}
 		</section>
 
 		<section class="panel span-8" id="transactions">
@@ -658,7 +691,11 @@
 					>{#each data.accounts as account (account.id)}<Button
 							variant="ghost"
 							type="button"
-							class={accountFilter.includes(account.id) ? 'current' : ''}
+							class={[
+								accountFilter.includes(account.id) && 'current',
+								account.archived && 'archived-chip'
+							]}
+							title={account.archived ? `${account.name} (archived)` : undefined}
 							aria-pressed={accountFilter.includes(account.id)}
 							onclick={() => toggleAccount(account.id)}
 							>{@render swatch(account.id)}{account.name}</Button
@@ -1038,7 +1075,7 @@
 					accounts)<NativeSelect name="accountId" bind:value={importAccountId}
 						><option value="">From the file</option
 						>{#each data.accounts as account (account.id)}<option value={String(account.id)}
-								>{account.name}</option
+								>{account.name}{account.archived ? ' (archived)' : ''}</option
 							>{/each}</NativeSelect
 					></label
 				>
@@ -1109,6 +1146,10 @@
 						><Checkbox name="includeInTotal" value="on" checked={active.includeInTotal !== false} /> Count
 						toward total wealth</label
 					>
+					<label class="field check-field"
+						><Checkbox name="archived" value="on" checked={Boolean(active.archived)} /> Archived (closed):
+						hide from quick add, the balance list and account pickers; history and net worth keep it</label
+					>
 					<label class="field"
 						>Color<Input
 							name="color"
@@ -1144,9 +1185,13 @@
 					<label class="field"
 						>Account<NativeSelect name="accountId" required={mode === 'transaction'}
 							><option value="">{mode === 'forecast' ? 'Unassigned' : 'Select an account'}</option
-							>{#each data.accounts as account (account.id)}<option
+							>{#each pickerAccounts as account (account.id)}<option
 									value={account.id}
-									selected={active.accountId === account.id}>{account.name}</option
+									selected={active.accountId === account.id ||
+										(mode === 'transaction' &&
+											active.accountId == null &&
+											account.id === defaultAccountId)}
+									>{account.name}{account.archived ? ' (archived)' : ''}</option
 								>{/each}</NativeSelect
 						></label
 					>
@@ -1192,9 +1237,10 @@
 					<label class="field"
 						>Account<NativeSelect name="accountId"
 							><option value="">Any account</option
-							>{#each data.accounts as account (account.id)}<option
+							>{#each pickerAccounts as account (account.id)}<option
 									value={account.id}
-									selected={active.accountId === account.id}>{account.name}</option
+									selected={active.accountId === account.id}
+									>{account.name}{account.archived ? ' (archived)' : ''}</option
 								>{/each}</NativeSelect
 						></label
 					>

src/routes/trackers/money/money-tracker.css

@@ -653,3 +653,24 @@
 	font-size: 14px;
 	color: var(--site-muted);
 }
+
+.money-app .archived-accounts {
+	margin-top: 12px;
+	border-top: 1px solid var(--site-border);
+	padding-top: 10px;
+}
+.money-app .archived-accounts summary {
+	cursor: pointer;
+	font-size: 14px;
+	opacity: 0.8;
+}
+.money-app .archived-accounts .archived-note {
+	margin: 6px 0 8px;
+	font-size: 13px;
+}
+.money-app .archived-accounts .item-list {
+	opacity: 0.75;
+}
+.money-app .archived-chip {
+	opacity: 0.6;
+}

src/routes/trackers/money/transactions/+page.server.ts

@@ -65,7 +65,8 @@ export const load: PageServerLoad = async (event) => {
 				id: moneyAccounts.id,
 				name: moneyAccounts.name,
 				color: moneyAccounts.color,
-				scope: moneyAccounts.scope
+				scope: moneyAccounts.scope,
+				archived: moneyAccounts.archived
 			})
 			.from(moneyAccounts)
 			.where(eq(moneyAccounts.userId, user.id))

src/routes/trackers/money/transactions/+page.svelte

@@ -89,7 +89,7 @@
 				value={data.filters.accountIds.length === 1 ? String(data.filters.accountIds[0]) : ''}
 				onchange={autoSubmit}
 				><option value="">All accounts</option>{#each data.accounts as account (account.id)}<option
-						value={String(account.id)}>{account.name}</option
+						value={String(account.id)}>{account.name}{account.archived ? ' (archived)' : ''}</option
 					>{/each}</NativeSelect
 			></label
 		>