Add budget module: FastAPI backend + React frontend
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Backend: FastAPI + PostgreSQL with models for accounts, transactions,
and categories. Auto-categorization from merchant patterns, token auth,
CRUD endpoints, and seed data for 16 categories and 4 bank accounts.

Frontend: Login, Dashboard (account balances + recent charges),
Transactions (full CRUD table with search/filter), Cash & Transfers
view. Dark theme with emerald/cyan accents, responsive layout.

Infrastructure: Updated docker-compose for backend + db services,
nginx proxy config for API routing, deploy workflow with secrets.

Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>
This commit is contained in:
Carlos Escalante
2026-03-21 11:33:38 -06:00
parent cfd2eba849
commit 13161b8e49
34 changed files with 1855 additions and 112 deletions

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from datetime import datetime
from fastapi import APIRouter, Depends, HTTPException
from sqlmodel import Session, select
from app.auth import get_current_user
from app.db import get_session
from app.models.models import Account, AccountCreate, AccountRead, AccountUpdate
router = APIRouter(prefix="/accounts", tags=["accounts"])
@router.get("/", response_model=list[AccountRead])
def list_accounts(
session: Session = Depends(get_session),
_user: str = Depends(get_current_user),
):
return session.exec(select(Account)).all()
@router.post("/", response_model=AccountRead, status_code=201)
def create_account(
data: AccountCreate,
session: Session = Depends(get_session),
_user: str = Depends(get_current_user),
):
account = Account.model_validate(data)
session.add(account)
session.commit()
session.refresh(account)
return account
@router.patch("/{account_id}", response_model=AccountRead)
def update_account(
account_id: int,
data: AccountUpdate,
session: Session = Depends(get_session),
_user: str = Depends(get_current_user),
):
account = session.get(Account, account_id)
if not account:
raise HTTPException(status_code=404, detail="Account not found")
update_data = data.model_dump(exclude_unset=True)
for key, value in update_data.items():
setattr(account, key, value)
account.updated_at = datetime.utcnow()
session.add(account)
session.commit()
session.refresh(account)
return account

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from fastapi import APIRouter, HTTPException, status
from fastapi.security import OAuth2PasswordRequestForm
from fastapi import Depends
from app.auth import create_access_token
from app.config import settings
router = APIRouter(prefix="/auth", tags=["auth"])
@router.post("/login")
def login(form_data: OAuth2PasswordRequestForm = Depends()):
if (
form_data.username != settings.ADMIN_USERNAME
or form_data.password != settings.ADMIN_PASSWORD
):
raise HTTPException(
status_code=status.HTTP_401_UNAUTHORIZED,
detail="Invalid credentials",
)
token = create_access_token(form_data.username)
return {"access_token": token, "token_type": "bearer"}

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from fastapi import APIRouter, Depends, HTTPException
from sqlmodel import Session, select
from app.auth import get_current_user
from app.db import get_session
from app.models.models import Category, CategoryCreate, CategoryRead, CategoryUpdate
router = APIRouter(prefix="/categories", tags=["categories"])
@router.get("/", response_model=list[CategoryRead])
def list_categories(
session: Session = Depends(get_session),
_user: str = Depends(get_current_user),
):
return session.exec(select(Category)).all()
@router.post("/", response_model=CategoryRead, status_code=201)
def create_category(
data: CategoryCreate,
session: Session = Depends(get_session),
_user: str = Depends(get_current_user),
):
category = Category.model_validate(data)
session.add(category)
session.commit()
session.refresh(category)
return category
@router.patch("/{category_id}", response_model=CategoryRead)
def update_category(
category_id: int,
data: CategoryUpdate,
session: Session = Depends(get_session),
_user: str = Depends(get_current_user),
):
category = session.get(Category, category_id)
if not category:
raise HTTPException(status_code=404, detail="Category not found")
update_data = data.model_dump(exclude_unset=True)
for key, value in update_data.items():
setattr(category, key, value)
session.add(category)
session.commit()
session.refresh(category)
return category
@router.delete("/{category_id}", status_code=204)
def delete_category(
category_id: int,
session: Session = Depends(get_session),
_user: str = Depends(get_current_user),
):
category = session.get(Category, category_id)
if not category:
raise HTTPException(status_code=404, detail="Category not found")
session.delete(category)
session.commit()

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from typing import Optional
from fastapi import APIRouter, Depends, HTTPException, Query
from sqlmodel import Session, col, select
from app.auth import get_current_user
from app.db import get_session
from app.models.models import (
Category,
Transaction,
TransactionCreate,
TransactionRead,
TransactionSource,
TransactionUpdate,
)
router = APIRouter(prefix="/transactions", tags=["transactions"])
def auto_categorize(merchant: str, session: Session) -> Optional[int]:
categories = session.exec(select(Category)).all()
merchant_lower = merchant.lower()
for cat in categories:
if cat.auto_match_patterns:
patterns = [p.strip().lower() for p in cat.auto_match_patterns.split(",")]
if any(p in merchant_lower for p in patterns if p):
return cat.id
return None
@router.get("/", response_model=list[TransactionRead])
def list_transactions(
source: Optional[TransactionSource] = None,
search: Optional[str] = None,
category_id: Optional[int] = None,
limit: int = Query(default=50, le=500),
offset: int = 0,
session: Session = Depends(get_session),
_user: str = Depends(get_current_user),
):
query = select(Transaction)
if source:
query = query.where(Transaction.source == source)
if category_id:
query = query.where(Transaction.category_id == category_id)
if search:
query = query.where(col(Transaction.merchant).ilike(f"%{search}%"))
query = query.order_by(col(Transaction.date).desc()).offset(offset).limit(limit)
return session.exec(query).all()
@router.get("/recent", response_model=list[TransactionRead])
def recent_transactions(
limit: int = Query(default=5, le=20),
session: Session = Depends(get_session),
_user: str = Depends(get_current_user),
):
query = (
select(Transaction)
.where(Transaction.source == TransactionSource.CREDIT_CARD)
.order_by(col(Transaction.date).desc())
.limit(limit)
)
return session.exec(query).all()
@router.post("/", response_model=TransactionRead, status_code=201)
def create_transaction(
data: TransactionCreate,
session: Session = Depends(get_session),
_user: str = Depends(get_current_user),
):
tx = Transaction.model_validate(data)
if tx.category_id is None:
tx.category_id = auto_categorize(tx.merchant, session)
session.add(tx)
session.commit()
session.refresh(tx)
return tx
@router.patch("/{transaction_id}", response_model=TransactionRead)
def update_transaction(
transaction_id: int,
data: TransactionUpdate,
session: Session = Depends(get_session),
_user: str = Depends(get_current_user),
):
tx = session.get(Transaction, transaction_id)
if not tx:
raise HTTPException(status_code=404, detail="Transaction not found")
update_data = data.model_dump(exclude_unset=True)
for key, value in update_data.items():
setattr(tx, key, value)
session.add(tx)
session.commit()
session.refresh(tx)
return tx
@router.delete("/{transaction_id}", status_code=204)
def delete_transaction(
transaction_id: int,
session: Session = Depends(get_session),
_user: str = Depends(get_current_user),
):
tx = session.get(Transaction, transaction_id)
if not tx:
raise HTTPException(status_code=404, detail="Transaction not found")
session.delete(tx)
session.commit()