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Convert USD and EUR to CRC in analytics endpoints
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Deploy to VPS / deploy (push) Successful in 13s
All three analytics endpoints (by-category, monthly-trend, daily-spending) now convert foreign currency amounts to CRC using current exchange rates. EUR/CRC rate derived from ExchangeRate-API (USD-based cross rate). Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>
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@@ -10,6 +10,7 @@ from app.auth import get_current_user
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from app.db import get_session
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from app.models.models import Category, Transaction
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from app.services.budget_projection import get_cycle_range
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from app.services.exchange_rate import get_current_rate, get_eur_crc_rate
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router = APIRouter(prefix="/analytics", tags=["analytics"])
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@@ -37,6 +38,17 @@ class DailySpending(BaseModel):
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count: int
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def _get_crc_multipliers(session: Session) -> dict[str, float]:
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"""Return multipliers to convert each currency to CRC."""
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usd_rate = get_current_rate(session)
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eur_rate = get_eur_crc_rate()
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return {
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"CRC": 1.0,
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"USD": usd_rate.sell_rate if usd_rate else 0.0,
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"EUR": eur_rate if eur_rate else 0.0,
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}
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@router.get("/by-category", response_model=list[CategorySpending])
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def spending_by_category(
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cycle_year: Optional[int] = None,
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@@ -44,10 +56,18 @@ def spending_by_category(
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session: Session = Depends(get_session),
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_user: str = Depends(get_current_user),
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):
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rates = _get_crc_multipliers(session)
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query = (
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select(
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Transaction.category_id,
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func.sum(Transaction.amount).label("total"),
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func.sum(
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case(
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(Transaction.currency == "USD", Transaction.amount * rates["USD"]),
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(Transaction.currency == "EUR", Transaction.amount * rates["EUR"]),
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else_=Transaction.amount,
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)
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).label("total"),
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func.count().label("count"),
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)
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.where(Transaction.transaction_type == "COMPRA")
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@@ -88,7 +108,12 @@ def monthly_trend(
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session: Session = Depends(get_session),
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_user: str = Depends(get_current_user),
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):
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"""Monthly spending totals using billing cycle boundaries (18th-18th)."""
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"""Monthly spending totals using billing cycle boundaries (18th-18th).
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total_crc includes all currencies converted to CRC at current rates.
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total_usd is the raw USD amount (unconverted) for display purposes.
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"""
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rates = _get_crc_multipliers(session)
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now = datetime.now()
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results = []
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month_names = [
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@@ -106,8 +131,9 @@ def monthly_trend(
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func.coalesce(
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func.sum(
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case(
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(Transaction.currency == "CRC", Transaction.amount),
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else_=0,
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(Transaction.currency == "USD", Transaction.amount * rates["USD"]),
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(Transaction.currency == "EUR", Transaction.amount * rates["EUR"]),
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else_=Transaction.amount,
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)
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),
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0,
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@@ -163,10 +189,18 @@ def daily_spending(
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session: Session = Depends(get_session),
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_user: str = Depends(get_current_user),
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):
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rates = _get_crc_multipliers(session)
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query = (
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select(
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func.date(Transaction.date).label("day"),
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func.sum(Transaction.amount).label("total"),
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func.sum(
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case(
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(Transaction.currency == "USD", Transaction.amount * rates["USD"]),
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(Transaction.currency == "EUR", Transaction.amount * rates["EUR"]),
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else_=Transaction.amount,
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)
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).label("total"),
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func.count().label("count"),
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)
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.where(Transaction.transaction_type == "COMPRA")
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