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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import hashlib
import re
from datetime import datetime
from typing import Optional
from fastapi import APIRouter, Depends
from pydantic import BaseModel
from sqlmodel import Session, select
from app.auth import get_current_user
from app.db import get_session
from app.models.models import (
Bank,
Currency,
Transaction,
TransactionSource,
TransactionType,
)
from app.api.v1.endpoints.transactions import auto_categorize
router = APIRouter(prefix="/import", tags=["import"])
class PasteImportRequest(BaseModel):
text: str
bank: Bank = Bank.BAC
source: TransactionSource = TransactionSource.CREDIT_CARD
class PasteImportResult(BaseModel):
imported: int
duplicates: int
errors: list[str]
def make_reference_hash(date: datetime, merchant: str, amount: float, currency: str) -> str:
raw = f"{date.isoformat()}|{merchant.strip().upper()}|{amount}|{currency}"
return hashlib.sha256(raw.encode()).hexdigest()[:16]
def parse_bac_line(line: str) -> Optional[dict]:
"""Parse a single BAC statement line.
Format: DD/MM/YYYY\tMERCHANT\\CITY\\COUNTRY\tAMOUNT CURRENCY
"""
line = line.strip()
if not line:
return None
parts = re.split(r"\t+", line)
if len(parts) < 3:
# Try multiple spaces as delimiter
parts = re.split(r"\s{2,}", line)
if len(parts) < 3:
return None
# Parse date
date_str = parts[0].strip()
try:
date = datetime.strptime(date_str, "%d/%m/%Y")
except ValueError:
return None
# Parse merchant\city\country
merchant_raw = parts[1].strip()
merchant_parts = merchant_raw.split("\\")
merchant = merchant_parts[0].strip()
city = merchant_parts[1].strip() if len(merchant_parts) > 1 else None
# Parse amount + currency
amount_str = parts[2].strip()
# Extract currency (last 3 chars)
match = re.match(r"^([\d,.-]+)\s*(CRC|USD)$", amount_str, re.IGNORECASE)
if not match:
return None
amount_raw = match.group(1).replace(",", "")
currency = match.group(2).upper()
amount = float(amount_raw)
# Determine transaction type
is_refund = amount < 0 or "PAGO RECIBIDO" in merchant.upper()
tx_type = TransactionType.DEVOLUCION if is_refund else TransactionType.COMPRA
amount = abs(amount)
return {
"date": date,
"merchant": merchant,
"city": city,
"amount": amount,
"currency": currency,
"transaction_type": tx_type,
}
@router.post("/paste", response_model=PasteImportResult)
def paste_import(
req: PasteImportRequest,
session: Session = Depends(get_session),
_user: str = Depends(get_current_user),
):
imported = 0
duplicates = 0
errors: list[str] = []
lines = req.text.strip().splitlines()
for i, line in enumerate(lines, 1):
if not line.strip():
continue
parsed = parse_bac_line(line)
if parsed is None:
errors.append(f"Line {i}: could not parse")
continue
# Generate reference hash for duplicate detection
ref_hash = make_reference_hash(
parsed["date"], parsed["merchant"], parsed["amount"], parsed["currency"]
)
# Check for duplicates
existing = session.exec(
select(Transaction).where(Transaction.reference == ref_hash)
).first()
if existing:
duplicates += 1
continue
tx = Transaction(
amount=parsed["amount"],
currency=Currency(parsed["currency"]),
merchant=parsed["merchant"],
city=parsed["city"],
date=parsed["date"],
transaction_type=parsed["transaction_type"],
source=req.source,
bank=req.bank,
reference=ref_hash,
)
tx.category_id = auto_categorize(tx.merchant, session)
session.add(tx)
imported += 1
if imported > 0:
session.commit()
return PasteImportResult(imported=imported, duplicates=duplicates, errors=errors)