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WealthySmart/backend/app/models/models.py
Carlos Escalante 8d76059ae8
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Add budget module and push notifications for transactions
Budget: recurring items CRUD, yearly/monthly projections with no-double-count
logic, and full UI (overview, monthly detail, recurring items manager).

Push notifications: Web Push via VAPID keys, triggered on transaction creation
from n8n. Includes service worker handlers, frontend subscription flow, and
a test button on the Dashboard (temporary).

Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>
2026-03-26 22:28:14 -06:00

302 lines
7.0 KiB
Python

import enum
from datetime import datetime
from typing import Optional
from sqlalchemy import JSON, Column
from sqlmodel import Field, Relationship, SQLModel
class RecurringItemType(str, enum.Enum):
INCOME = "INCOME"
EXPENSE = "EXPENSE"
SAVINGS = "SAVINGS"
class RecurringFrequency(str, enum.Enum):
WEEKLY = "WEEKLY"
MONTHLY = "MONTHLY"
QUARTERLY = "QUARTERLY"
BIANNUAL = "BIANNUAL"
YEARLY = "YEARLY"
class TransactionType(str, enum.Enum):
COMPRA = "COMPRA"
DEVOLUCION = "DEVOLUCION"
class TransactionSource(str, enum.Enum):
CREDIT_CARD = "CREDIT_CARD"
CASH = "CASH"
TRANSFER = "TRANSFER"
class Currency(str, enum.Enum):
CRC = "CRC"
USD = "USD"
BTC = "BTC"
XMR = "XMR"
class Bank(str, enum.Enum):
BAC = "BAC"
BCR = "BCR"
DAVIVIENDA = "DAVIVIENDA"
FCL = "FCL"
ROP = "ROP"
VOL = "VOL"
MEMP = "MEMP"
MPAT = "MPAT"
MORTGAGE = "MORTGAGE"
class AccountType(str, enum.Enum):
BANK = "BANK"
PENSION = "PENSION"
CRYPTO = "CRYPTO"
SAVINGS = "SAVINGS"
LIABILITY = "LIABILITY"
# --- Category ---
class CategoryBase(SQLModel):
name: str = Field(index=True, unique=True)
icon: str = "tag"
auto_match_patterns: Optional[str] = Field(
default=None,
description="Comma-separated merchant substrings for auto-matching",
)
class Category(CategoryBase, table=True):
id: Optional[int] = Field(default=None, primary_key=True)
transactions: list["Transaction"] = Relationship(back_populates="category")
class CategoryCreate(CategoryBase):
pass
class CategoryRead(CategoryBase):
id: int
class CategoryUpdate(SQLModel):
name: Optional[str] = None
icon: Optional[str] = None
auto_match_patterns: Optional[str] = None
# --- Account ---
class AccountBase(SQLModel):
bank: Bank
currency: Currency
label: str
balance: float = 0.0
account_type: AccountType = AccountType.BANK
next_payment: Optional[float] = None
class Account(AccountBase, table=True):
id: Optional[int] = Field(default=None, primary_key=True)
updated_at: datetime = Field(default_factory=datetime.utcnow)
class AccountCreate(AccountBase):
pass
class AccountRead(AccountBase):
id: int
updated_at: datetime
class AccountUpdate(SQLModel):
balance: Optional[float] = None
label: Optional[str] = None
next_payment: Optional[float] = None
# --- Transaction ---
class TransactionBase(SQLModel):
amount: float
currency: Currency = Currency.CRC
merchant: str
city: Optional[str] = None
date: datetime
card_type: Optional[str] = None
card_last4: Optional[str] = None
authorization_code: Optional[str] = None
reference: Optional[str] = Field(default=None, index=True)
transaction_type: TransactionType = TransactionType.COMPRA
source: TransactionSource = TransactionSource.CREDIT_CARD
bank: Bank = Bank.BAC
notes: Optional[str] = None
category_id: Optional[int] = Field(default=None, foreign_key="category.id")
class Transaction(TransactionBase, table=True):
id: Optional[int] = Field(default=None, primary_key=True)
created_at: datetime = Field(default_factory=datetime.utcnow)
category: Optional[Category] = Relationship(back_populates="transactions")
class TransactionCreate(TransactionBase):
pass
class TransactionRead(TransactionBase):
id: int
created_at: datetime
category: Optional[CategoryRead] = None
class TransactionUpdate(SQLModel):
amount: Optional[float] = None
currency: Optional[Currency] = None
merchant: Optional[str] = None
city: Optional[str] = None
date: Optional[datetime] = None
transaction_type: Optional[TransactionType] = None
source: Optional[TransactionSource] = None
notes: Optional[str] = None
category_id: Optional[int] = None
# --- Exchange Rate ---
class ExchangeRate(SQLModel, table=True):
id: Optional[int] = Field(default=None, primary_key=True)
date: datetime
buy_rate: float
sell_rate: float
fetched_at: datetime = Field(default_factory=datetime.utcnow)
class ExchangeRateRead(SQLModel):
buy_rate: float
sell_rate: float
date: datetime
fetched_at: datetime
# --- API Token ---
class APIToken(SQLModel, table=True):
id: Optional[int] = Field(default=None, primary_key=True)
name: str
token_hash: str = Field(index=True)
created_at: datetime = Field(default_factory=datetime.utcnow)
expires_at: Optional[datetime] = None
is_active: bool = True
class APITokenCreate(SQLModel):
name: str
expires_days: Optional[int] = None
class APITokenRead(SQLModel):
id: int
name: str
created_at: datetime
expires_at: Optional[datetime]
is_active: bool
# --- User Settings ---
class UserSettings(SQLModel, table=True):
id: Optional[int] = Field(default=None, primary_key=True)
key: str = Field(index=True, unique=True, default="default")
data: dict = Field(
default_factory=dict,
sa_column=Column(JSON, nullable=False, server_default="{}"),
)
updated_at: datetime = Field(default_factory=datetime.utcnow)
class UserSettingsRead(SQLModel):
key: str
data: dict
updated_at: datetime
class UserSettingsUpdate(SQLModel):
data: dict
# --- Recurring Item ---
class RecurringItemBase(SQLModel):
name: str
amount: float
currency: Currency = Currency.CRC
item_type: RecurringItemType
frequency: RecurringFrequency = RecurringFrequency.MONTHLY
day_of_month: Optional[int] = None
month_of_year: Optional[int] = None
override_amounts: Optional[dict] = Field(
default=None,
sa_column=Column(JSON, nullable=True),
)
category_id: Optional[int] = Field(default=None, foreign_key="category.id")
is_active: bool = True
notes: Optional[str] = None
class RecurringItem(RecurringItemBase, table=True):
id: Optional[int] = Field(default=None, primary_key=True)
created_at: datetime = Field(default_factory=datetime.utcnow)
category: Optional[Category] = Relationship()
class RecurringItemCreate(RecurringItemBase):
pass
class RecurringItemRead(RecurringItemBase):
id: int
created_at: datetime
category: Optional[CategoryRead] = None
class RecurringItemUpdate(SQLModel):
name: Optional[str] = None
amount: Optional[float] = None
currency: Optional[Currency] = None
item_type: Optional[RecurringItemType] = None
frequency: Optional[RecurringFrequency] = None
day_of_month: Optional[int] = None
month_of_year: Optional[int] = None
override_amounts: Optional[dict] = None
category_id: Optional[int] = None
is_active: Optional[bool] = None
notes: Optional[str] = None
# --- Push Subscription ---
class PushSubscription(SQLModel, table=True):
id: Optional[int] = Field(default=None, primary_key=True)
endpoint: str = Field(unique=True)
p256dh: str
auth: str
created_at: datetime = Field(default_factory=datetime.utcnow)
class PushSubscriptionCreate(SQLModel):
endpoint: str
keys: dict # {"p256dh": "...", "auth": "..."}