mirror of
https://github.com/escalante29/WealthySmart.git
synced 2026-07-17 10:28:47 +02:00
CSV export for transactions with download buttons (ARCH-18)
GET /api/v1/transactions/export streams a CSV (optional source/type/ date filters), cookie-authenticated so window.open downloads work. Buttons on the Budget transactions tab (all) and Salarios (SALARY only). Quoting and category resolution covered by tests. Co-Authored-By: Claude Fable 5 <noreply@anthropic.com>
This commit is contained in:
@@ -2,6 +2,7 @@ from datetime import datetime
|
||||
from typing import Optional
|
||||
|
||||
from fastapi import APIRouter, Depends, HTTPException, Query
|
||||
from fastapi.responses import Response as FastAPIResponse
|
||||
from pydantic import BaseModel
|
||||
from sqlalchemy import and_, or_
|
||||
from sqlmodel import Session, col, func, select
|
||||
@@ -21,6 +22,7 @@ from app.models.models import (
|
||||
)
|
||||
|
||||
from app.services.budget_projection import get_cycle_range, get_previous_cycle
|
||||
from app.services.csv_export import build_transactions_csv
|
||||
from app.services.exchange_rate import get_converted_amount_expr
|
||||
|
||||
router = APIRouter(prefix="/transactions", tags=["transactions"])
|
||||
@@ -97,6 +99,33 @@ def list_transactions(
|
||||
return session.exec(query).all()
|
||||
|
||||
|
||||
@router.get("/export")
|
||||
def export_transactions_csv(
|
||||
source: Optional[TransactionSource] = None,
|
||||
transaction_type: Optional[TransactionType] = None,
|
||||
start_date: Optional[str] = None,
|
||||
end_date: Optional[str] = None,
|
||||
session: Session = Depends(get_session),
|
||||
_user: str = Depends(get_current_user),
|
||||
):
|
||||
"""Download transactions as CSV (filters optional). Cookie-authenticated,
|
||||
so a plain <a href> download works from the SPA."""
|
||||
csv_text = build_transactions_csv(
|
||||
session,
|
||||
source=source,
|
||||
transaction_type=transaction_type,
|
||||
start_date=datetime.fromisoformat(start_date) if start_date else None,
|
||||
end_date=datetime.fromisoformat(end_date) if end_date else None,
|
||||
)
|
||||
return FastAPIResponse(
|
||||
content=csv_text,
|
||||
media_type="text/csv; charset=utf-8",
|
||||
headers={
|
||||
"Content-Disposition": 'attachment; filename="wealthysmart-transactions.csv"'
|
||||
},
|
||||
)
|
||||
|
||||
|
||||
@router.get("/cycles", response_model=list[BillingCycle])
|
||||
def list_billing_cycles(
|
||||
session: Session = Depends(get_session),
|
||||
|
||||
57
backend/app/services/csv_export.py
Normal file
57
backend/app/services/csv_export.py
Normal file
@@ -0,0 +1,57 @@
|
||||
"""CSV export of transactions (review ARCH-18 / wishlist #4)."""
|
||||
|
||||
import csv
|
||||
import io
|
||||
from datetime import datetime
|
||||
from typing import Optional
|
||||
|
||||
from sqlmodel import Session, col, select
|
||||
|
||||
from app.models.models import Transaction, TransactionSource, TransactionType
|
||||
|
||||
COLUMNS = [
|
||||
"id", "date", "merchant", "city", "amount", "currency",
|
||||
"transaction_type", "source", "bank", "category", "notes", "reference",
|
||||
]
|
||||
|
||||
|
||||
def build_transactions_csv(
|
||||
session: Session,
|
||||
*,
|
||||
source: Optional[TransactionSource] = None,
|
||||
transaction_type: Optional[TransactionType] = None,
|
||||
start_date: Optional[datetime] = None,
|
||||
end_date: Optional[datetime] = None,
|
||||
) -> str:
|
||||
q = select(Transaction)
|
||||
if source:
|
||||
q = q.where(Transaction.source == source)
|
||||
if transaction_type:
|
||||
q = q.where(Transaction.transaction_type == transaction_type)
|
||||
if start_date:
|
||||
q = q.where(Transaction.date >= start_date)
|
||||
if end_date:
|
||||
q = q.where(Transaction.date < end_date)
|
||||
q = q.order_by(col(Transaction.date).desc(), col(Transaction.id).desc())
|
||||
|
||||
buf = io.StringIO()
|
||||
writer = csv.writer(buf)
|
||||
writer.writerow(COLUMNS)
|
||||
for tx in session.exec(q).all():
|
||||
writer.writerow(
|
||||
[
|
||||
tx.id,
|
||||
tx.date.isoformat(),
|
||||
tx.merchant,
|
||||
tx.city or "",
|
||||
f"{tx.amount:.2f}",
|
||||
tx.currency.value,
|
||||
tx.transaction_type.value,
|
||||
tx.source.value,
|
||||
tx.bank.value,
|
||||
tx.category.name if tx.category else "",
|
||||
tx.notes or "",
|
||||
tx.reference or "",
|
||||
]
|
||||
)
|
||||
return buf.getvalue()
|
||||
Reference in New Issue
Block a user