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Backend: parse BAC pension statement PDFs (VOL, ROP, FCL) via pdftotext, store snapshots with duplicate detection, reject credit card statements. Endpoints: POST /upload, GET /snapshots, GET /fund-summary. Frontend: wire up drag-and-drop upload, load real balances and rendimientos from API, show upload results with error/duplicate feedback. Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>
122 lines
3.7 KiB
Python
122 lines
3.7 KiB
Python
from fastapi import APIRouter, Depends, UploadFile
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from pydantic import BaseModel
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from sqlmodel import Session, 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 Bank, PensionSnapshot, PensionSnapshotRead
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from app.services.pension_pdf import parse_pension_pdf
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router = APIRouter(prefix="/pensions", tags=["pensions"])
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class PensionUploadResult(BaseModel):
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imported: int
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duplicates: int
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errors: list[str]
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snapshots: list[PensionSnapshotRead]
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@router.post("/upload", response_model=PensionUploadResult)
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async def upload_pension_pdfs(
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files: list[UploadFile],
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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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imported = 0
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duplicates = 0
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errors: list[str] = []
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created: list[PensionSnapshot] = []
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for file in files:
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filename = file.filename or "unknown.pdf"
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try:
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pdf_bytes = await file.read()
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fund_snapshots = parse_pension_pdf(pdf_bytes, filename)
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except ValueError as e:
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errors.append(str(e))
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continue
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except Exception as e:
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errors.append(f"{filename}: {e}")
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continue
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for snap in fund_snapshots:
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existing = session.exec(
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select(PensionSnapshot).where(
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PensionSnapshot.fund == Bank(snap.fund),
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PensionSnapshot.period_start == snap.period_start,
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PensionSnapshot.period_end == snap.period_end,
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)
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).first()
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if existing:
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duplicates += 1
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continue
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row = PensionSnapshot(
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fund=Bank(snap.fund),
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contract_number=snap.contract_number,
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period_start=snap.period_start,
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period_end=snap.period_end,
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saldo_anterior=snap.saldo_anterior,
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aportes=snap.aportes,
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rendimientos=snap.rendimientos,
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retiros=snap.retiros,
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traslados=snap.traslados,
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comision=snap.comision,
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correccion=snap.correccion,
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bonificacion=snap.bonificacion,
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saldo_final=snap.saldo_final,
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source_filename=filename,
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)
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session.add(row)
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created.append(row)
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imported += 1
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if imported > 0:
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session.commit()
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for row in created:
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session.refresh(row)
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return PensionUploadResult(
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imported=imported,
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duplicates=duplicates,
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errors=errors,
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snapshots=[PensionSnapshotRead.model_validate(r) for r in created],
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)
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@router.get("/snapshots", response_model=list[PensionSnapshotRead])
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def get_snapshots(
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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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rows = session.exec(
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select(PensionSnapshot).order_by(
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PensionSnapshot.period_end.desc(), # type: ignore[union-attr]
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PensionSnapshot.fund,
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)
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).all()
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return rows
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@router.get("/fund-summary", response_model=list[PensionSnapshotRead])
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def get_fund_summary(
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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 the latest snapshot per fund (by most recent period_end)."""
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all_rows = session.exec(
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select(PensionSnapshot).order_by(
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PensionSnapshot.period_end.desc(), # type: ignore[union-attr]
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)
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).all()
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seen: set[str] = set()
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latest: list[PensionSnapshot] = []
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for row in all_rows:
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if row.fund.value not in seen:
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seen.add(row.fund.value)
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latest.append(row)
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return latest
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