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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>
136 lines
3.1 KiB
Python
136 lines
3.1 KiB
Python
import enum
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from datetime import datetime
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from typing import Optional
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from sqlmodel import Field, Relationship, SQLModel
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class TransactionType(str, enum.Enum):
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COMPRA = "COMPRA"
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DEVOLUCION = "DEVOLUCION"
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class TransactionSource(str, enum.Enum):
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CREDIT_CARD = "CREDIT_CARD"
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CASH = "CASH"
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TRANSFER = "TRANSFER"
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class Currency(str, enum.Enum):
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CRC = "CRC"
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USD = "USD"
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class Bank(str, enum.Enum):
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BAC = "BAC"
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BCR = "BCR"
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DAVIVIENDA = "DAVIVIENDA"
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# --- Category ---
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class CategoryBase(SQLModel):
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name: str = Field(index=True, unique=True)
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icon: str = "tag"
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auto_match_patterns: Optional[str] = Field(
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default=None,
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description="Comma-separated merchant substrings for auto-matching",
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)
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class Category(CategoryBase, table=True):
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id: Optional[int] = Field(default=None, primary_key=True)
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transactions: list["Transaction"] = Relationship(back_populates="category")
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class CategoryCreate(CategoryBase):
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pass
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class CategoryRead(CategoryBase):
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id: int
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class CategoryUpdate(SQLModel):
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name: Optional[str] = None
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icon: Optional[str] = None
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auto_match_patterns: Optional[str] = None
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# --- Account ---
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class AccountBase(SQLModel):
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bank: Bank
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currency: Currency
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label: str = Field(description="e.g. 'BAC Colones', 'BAC Dólares'")
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balance: float = 0.0
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class Account(AccountBase, table=True):
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id: Optional[int] = Field(default=None, primary_key=True)
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updated_at: datetime = Field(default_factory=datetime.utcnow)
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class AccountCreate(AccountBase):
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pass
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class AccountRead(AccountBase):
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id: int
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updated_at: datetime
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class AccountUpdate(SQLModel):
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balance: Optional[float] = None
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label: Optional[str] = None
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# --- Transaction ---
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class TransactionBase(SQLModel):
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amount: float
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currency: Currency = Currency.CRC
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merchant: str
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city: Optional[str] = None
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date: datetime
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card_type: Optional[str] = None
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card_last4: Optional[str] = None
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authorization_code: Optional[str] = None
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reference: Optional[str] = None
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transaction_type: TransactionType = TransactionType.COMPRA
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source: TransactionSource = TransactionSource.CREDIT_CARD
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bank: Bank = Bank.BAC
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notes: Optional[str] = None
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category_id: Optional[int] = Field(default=None, foreign_key="category.id")
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class Transaction(TransactionBase, table=True):
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id: Optional[int] = Field(default=None, primary_key=True)
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created_at: datetime = Field(default_factory=datetime.utcnow)
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category: Optional[Category] = Relationship(back_populates="transactions")
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class TransactionCreate(TransactionBase):
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pass
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class TransactionRead(TransactionBase):
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id: int
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created_at: datetime
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category: Optional[CategoryRead] = None
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class TransactionUpdate(SQLModel):
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amount: Optional[float] = None
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currency: Optional[Currency] = None
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merchant: Optional[str] = None
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city: Optional[str] = None
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date: Optional[datetime] = None
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transaction_type: Optional[TransactionType] = None
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source: Optional[TransactionSource] = None
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notes: Optional[str] = None
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category_id: Optional[int] = None
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