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Deploy to VPS / deploy (push) Successful in 45s
- 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>
206 lines
6.4 KiB
Python
206 lines
6.4 KiB
Python
from datetime import datetime
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from typing import Optional
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from fastapi import APIRouter, Depends, HTTPException, Query
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from pydantic import BaseModel
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from sqlmodel import Session, col, func, select
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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 (
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Category,
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Transaction,
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TransactionCreate,
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TransactionRead,
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TransactionSource,
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TransactionUpdate,
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)
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router = APIRouter(prefix="/transactions", tags=["transactions"])
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def get_cycle_range(year: int, month: int) -> tuple[datetime, datetime]:
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"""Return (start, end) for billing cycle: month/18 to month+1/18."""
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start = datetime(year, month, 18)
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if month == 12:
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end = datetime(year + 1, 1, 18)
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else:
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end = datetime(year, month + 1, 18)
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return start, end
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class BillingCycle(BaseModel):
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year: int
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month: int
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label: str
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count: int
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total: float
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def auto_categorize(merchant: str, session: Session) -> Optional[int]:
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categories = session.exec(select(Category)).all()
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merchant_lower = merchant.lower()
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for cat in categories:
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if cat.auto_match_patterns:
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patterns = [p.strip().lower() for p in cat.auto_match_patterns.split(",")]
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if any(p in merchant_lower for p in patterns if p):
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return cat.id
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return None
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@router.get("/", response_model=list[TransactionRead])
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def list_transactions(
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source: Optional[TransactionSource] = None,
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search: Optional[str] = None,
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category_id: Optional[int] = None,
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cycle_year: Optional[int] = None,
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cycle_month: Optional[int] = None,
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limit: int = Query(default=50, le=500),
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offset: int = 0,
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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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query = select(Transaction)
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if source:
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query = query.where(Transaction.source == source)
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if category_id:
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query = query.where(Transaction.category_id == category_id)
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if search:
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query = query.where(col(Transaction.merchant).ilike(f"%{search}%"))
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if cycle_year and cycle_month:
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start, end = get_cycle_range(cycle_year, cycle_month)
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query = query.where(Transaction.date >= start, Transaction.date < end)
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query = query.order_by(col(Transaction.date).desc()).offset(offset).limit(limit)
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return session.exec(query).all()
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@router.get("/cycles", response_model=list[BillingCycle])
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def list_billing_cycles(
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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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"""Return available billing cycles based on transaction dates."""
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# Get date range of all transactions
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result = session.exec(
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select(func.min(Transaction.date), func.max(Transaction.date))
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).first()
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if not result or not result[0]:
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return []
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min_date, max_date = result
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cycles = []
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# Determine which cycle the min_date falls into
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if min_date.day < 18:
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# Falls in previous month's cycle
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if min_date.month == 1:
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y, m = min_date.year - 1, 12
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else:
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y, m = min_date.year, min_date.month - 1
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else:
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y, m = min_date.year, min_date.month
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while True:
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start, end = get_cycle_range(y, m)
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if start > max_date:
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break
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# Count transactions in this cycle
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count_result = session.exec(
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select(func.count(), func.coalesce(func.sum(Transaction.amount), 0)).where(
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Transaction.date >= start, Transaction.date < end
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)
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).first()
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count = count_result[0] if count_result else 0
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total = float(count_result[1]) if count_result else 0.0
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if count > 0:
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month_names = [
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"", "Jan", "Feb", "Mar", "Apr", "May", "Jun",
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"Jul", "Aug", "Sep", "Oct", "Nov", "Dec",
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]
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end_month = m + 1 if m < 12 else 1
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end_year = y if m < 12 else y + 1
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label = f"{month_names[m]} 18 - {month_names[end_month]} 18, {end_year}"
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cycles.append(BillingCycle(year=y, month=m, label=label, count=count, total=total))
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# Next month
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if m == 12:
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y, m = y + 1, 1
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else:
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m += 1
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return list(reversed(cycles))
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@router.get("/recent", response_model=list[TransactionRead])
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def recent_transactions(
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limit: int = Query(default=5, le=20),
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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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query = (
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select(Transaction)
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.where(Transaction.source == TransactionSource.CREDIT_CARD)
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.order_by(col(Transaction.date).desc())
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.limit(limit)
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)
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return session.exec(query).all()
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@router.post("/", response_model=TransactionRead, status_code=201)
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def create_transaction(
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data: TransactionCreate,
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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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tx = Transaction.model_validate(data)
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# Duplicate detection by reference
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if tx.reference:
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existing = session.exec(
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select(Transaction).where(Transaction.reference == tx.reference)
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).first()
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if existing:
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raise HTTPException(
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status_code=409,
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detail=f"Duplicate transaction: reference '{tx.reference}' already exists (id={existing.id})",
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)
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if tx.category_id is None:
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tx.category_id = auto_categorize(tx.merchant, session)
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session.add(tx)
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session.commit()
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session.refresh(tx)
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return tx
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@router.patch("/{transaction_id}", response_model=TransactionRead)
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def update_transaction(
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transaction_id: int,
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data: TransactionUpdate,
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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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tx = session.get(Transaction, transaction_id)
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if not tx:
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raise HTTPException(status_code=404, detail="Transaction not found")
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update_data = data.model_dump(exclude_unset=True)
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for key, value in update_data.items():
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setattr(tx, key, value)
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session.add(tx)
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session.commit()
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session.refresh(tx)
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return tx
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@router.delete("/{transaction_id}", status_code=204)
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def delete_transaction(
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transaction_id: int,
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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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tx = session.get(Transaction, transaction_id)
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if not tx:
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raise HTTPException(status_code=404, detail="Transaction not found")
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session.delete(tx)
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session.commit()
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