Add accounts expansion, analytics, exchange rates, API tokens, PWA support, and UI overhaul
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- Expand Account model with account_type (pension, savings, liability, crypto), new banks/currencies (BTC, XMR, FCL, ROP, VOL, MEMP, MPAT, MORTGAGE), and next_payment field
- Add exchange rate endpoint (BCCR integration), analytics endpoint, paste-import for transactions, and API token management
- Add PWA manifest, service worker, and app icons
- Redesign dashboard, transactions, transfers, and login pages with theme support
- Add billing cycle selector, confirm dialog, and paste import modal components
- One-time DB reset in deploy workflow for schema migration

Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>
This commit is contained in:
Carlos Escalante
2026-03-21 18:23:47 -06:00
parent 1257b0dd61
commit 0a8e00e227
39 changed files with 2247 additions and 220 deletions

View File

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from datetime import datetime
from typing import Optional
from fastapi import APIRouter, Depends
from pydantic import BaseModel
from sqlmodel import Session, func, select
from app.auth import get_current_user
from app.db import get_session
from app.models.models import Category, Transaction
from app.api.v1.endpoints.transactions import get_cycle_range
router = APIRouter(prefix="/analytics", tags=["analytics"])
class CategorySpending(BaseModel):
category_id: Optional[int]
category_name: str
total: float
count: int
percentage: float
class MonthlyTrend(BaseModel):
year: int
month: int
label: str
total_crc: float
total_usd: float
count: int
class DailySpending(BaseModel):
date: str
total: float
count: int
@router.get("/by-category", response_model=list[CategorySpending])
def spending_by_category(
cycle_year: Optional[int] = None,
cycle_month: Optional[int] = None,
session: Session = Depends(get_session),
_user: str = Depends(get_current_user),
):
query = (
select(
Transaction.category_id,
func.sum(Transaction.amount).label("total"),
func.count().label("count"),
)
.where(Transaction.transaction_type == "COMPRA")
.group_by(Transaction.category_id)
)
if cycle_year and cycle_month:
start, end = get_cycle_range(cycle_year, cycle_month)
query = query.where(Transaction.date >= start, Transaction.date < end)
rows = session.exec(query).all()
grand_total = sum(r[1] for r in rows) or 1
results = []
for category_id, total, count in rows:
cat_name = "Uncategorized"
if category_id:
cat = session.get(Category, category_id)
if cat:
cat_name = cat.name
results.append(
CategorySpending(
category_id=category_id,
category_name=cat_name,
total=float(total),
count=count,
percentage=round(float(total) / grand_total * 100, 1),
)
)
return sorted(results, key=lambda x: x.total, reverse=True)
@router.get("/monthly-trend", response_model=list[MonthlyTrend])
def monthly_trend(
months: int = 6,
session: Session = Depends(get_session),
_user: str = Depends(get_current_user),
):
"""Monthly spending totals using billing cycle boundaries (18th-18th)."""
now = datetime.now()
results = []
month_names = [
"", "Jan", "Feb", "Mar", "Apr", "May", "Jun",
"Jul", "Aug", "Sep", "Oct", "Nov", "Dec",
]
y, m = now.year, now.month
for _ in range(months):
start, end = get_cycle_range(y, m)
row = session.exec(
select(
func.count(),
func.coalesce(
func.sum(
func.case(
(Transaction.currency == "CRC", Transaction.amount),
else_=0,
)
),
0,
),
func.coalesce(
func.sum(
func.case(
(Transaction.currency == "USD", Transaction.amount),
else_=0,
)
),
0,
),
)
.where(
Transaction.transaction_type == "COMPRA",
Transaction.date >= start,
Transaction.date < end,
)
).first()
count = row[0] if row else 0
total_crc = float(row[1]) if row else 0.0
total_usd = float(row[2]) if row else 0.0
end_month = m + 1 if m < 12 else 1
label = f"{month_names[m]} - {month_names[end_month]}"
results.append(
MonthlyTrend(
year=y,
month=m,
label=label,
total_crc=total_crc,
total_usd=total_usd,
count=count,
)
)
# Previous month
if m == 1:
y, m = y - 1, 12
else:
m -= 1
return list(reversed(results))
@router.get("/daily-spending", response_model=list[DailySpending])
def daily_spending(
cycle_year: Optional[int] = None,
cycle_month: Optional[int] = None,
session: Session = Depends(get_session),
_user: str = Depends(get_current_user),
):
query = (
select(
func.date(Transaction.date).label("day"),
func.sum(Transaction.amount).label("total"),
func.count().label("count"),
)
.where(Transaction.transaction_type == "COMPRA")
.group_by(func.date(Transaction.date))
.order_by(func.date(Transaction.date))
)
if cycle_year and cycle_month:
start, end = get_cycle_range(cycle_year, cycle_month)
query = query.where(Transaction.date >= start, Transaction.date < end)
rows = session.exec(query).all()
return [
DailySpending(date=str(day), total=float(total), count=count)
for day, total, count in rows
]