mirror of
https://github.com/escalante29/WealthySmart.git
synced 2026-05-19 15:08:48 +02:00
All checks were successful
Deploy to VPS / deploy (push) Successful in 34s
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>
211 lines
6.3 KiB
Python
211 lines
6.3 KiB
Python
from typing import Optional
|
|
|
|
from fastapi import APIRouter, Depends, HTTPException, Path, Query
|
|
from pydantic import BaseModel
|
|
from sqlmodel import Session, select
|
|
|
|
from app.auth import get_current_user
|
|
from app.db import get_session
|
|
from app.models.models import (
|
|
RecurringItem,
|
|
RecurringItemCreate,
|
|
RecurringItemRead,
|
|
RecurringItemType,
|
|
RecurringItemUpdate,
|
|
)
|
|
from app.services.budget_projection import compute_monthly_projection
|
|
|
|
router = APIRouter(prefix="/budget", tags=["budget"])
|
|
|
|
|
|
# --- Recurring Item CRUD ---
|
|
|
|
|
|
@router.get("/recurring", response_model=list[RecurringItemRead])
|
|
def list_recurring_items(
|
|
item_type: Optional[RecurringItemType] = None,
|
|
is_active: Optional[bool] = None,
|
|
session: Session = Depends(get_session),
|
|
_user: str = Depends(get_current_user),
|
|
):
|
|
query = select(RecurringItem)
|
|
if item_type:
|
|
query = query.where(RecurringItem.item_type == item_type)
|
|
if is_active is not None:
|
|
query = query.where(RecurringItem.is_active == is_active)
|
|
query = query.order_by(RecurringItem.item_type, RecurringItem.name)
|
|
return session.exec(query).all()
|
|
|
|
|
|
@router.post("/recurring", response_model=RecurringItemRead, status_code=201)
|
|
def create_recurring_item(
|
|
data: RecurringItemCreate,
|
|
session: Session = Depends(get_session),
|
|
_user: str = Depends(get_current_user),
|
|
):
|
|
item = RecurringItem.model_validate(data)
|
|
session.add(item)
|
|
session.commit()
|
|
session.refresh(item)
|
|
return item
|
|
|
|
|
|
@router.patch("/recurring/{item_id}", response_model=RecurringItemRead)
|
|
def update_recurring_item(
|
|
item_id: int,
|
|
data: RecurringItemUpdate,
|
|
session: Session = Depends(get_session),
|
|
_user: str = Depends(get_current_user),
|
|
):
|
|
item = session.get(RecurringItem, item_id)
|
|
if not item:
|
|
raise HTTPException(status_code=404, detail="Recurring item not found")
|
|
update_data = data.model_dump(exclude_unset=True)
|
|
for key, value in update_data.items():
|
|
setattr(item, key, value)
|
|
session.add(item)
|
|
session.commit()
|
|
session.refresh(item)
|
|
return item
|
|
|
|
|
|
@router.delete("/recurring/{item_id}", status_code=204)
|
|
def delete_recurring_item(
|
|
item_id: int,
|
|
session: Session = Depends(get_session),
|
|
_user: str = Depends(get_current_user),
|
|
):
|
|
item = session.get(RecurringItem, item_id)
|
|
if not item:
|
|
raise HTTPException(status_code=404, detail="Recurring item not found")
|
|
session.delete(item)
|
|
session.commit()
|
|
|
|
|
|
# --- Projection Endpoints ---
|
|
|
|
|
|
class MonthlyProjectionResponse(BaseModel):
|
|
month: int
|
|
year: int
|
|
projected_income: float
|
|
projected_fixed_expenses: float
|
|
projected_savings: float
|
|
actual_credit_card: float
|
|
actual_cash: float
|
|
actual_transfers: float
|
|
uncovered_actual: float
|
|
gran_total_egresos: float
|
|
net_balance: float
|
|
|
|
|
|
class YearlyProjectionResponse(BaseModel):
|
|
year: int
|
|
months: list[MonthlyProjectionResponse]
|
|
annual_income: float
|
|
annual_expenses: float
|
|
annual_savings: float
|
|
annual_net: float
|
|
|
|
|
|
@router.get("/projection/{year}", response_model=YearlyProjectionResponse)
|
|
def get_yearly_projection(
|
|
year: int,
|
|
session: Session = Depends(get_session),
|
|
_user: str = Depends(get_current_user),
|
|
):
|
|
months = []
|
|
annual_income = 0.0
|
|
annual_expenses = 0.0
|
|
annual_savings = 0.0
|
|
annual_net = 0.0
|
|
|
|
for m in range(1, 13):
|
|
data = compute_monthly_projection(session, year, m)
|
|
monthly = MonthlyProjectionResponse(
|
|
month=data["month"],
|
|
year=data["year"],
|
|
projected_income=data["projected_income"],
|
|
projected_fixed_expenses=data["projected_fixed_expenses"],
|
|
projected_savings=data["projected_savings"],
|
|
actual_credit_card=data["actual_credit_card"],
|
|
actual_cash=data["actual_cash"],
|
|
actual_transfers=data["actual_transfers"],
|
|
uncovered_actual=data["uncovered_actual"],
|
|
gran_total_egresos=data["gran_total_egresos"],
|
|
net_balance=data["net_balance"],
|
|
)
|
|
months.append(monthly)
|
|
annual_income += data["projected_income"]
|
|
annual_expenses += data["gran_total_egresos"]
|
|
annual_savings += data["projected_savings"]
|
|
annual_net += data["net_balance"]
|
|
|
|
return YearlyProjectionResponse(
|
|
year=year,
|
|
months=months,
|
|
annual_income=annual_income,
|
|
annual_expenses=annual_expenses,
|
|
annual_savings=annual_savings,
|
|
annual_net=annual_net,
|
|
)
|
|
|
|
|
|
class RecurringItemDetail(BaseModel):
|
|
id: int
|
|
name: str
|
|
amount: float
|
|
projected_amount: float | None = None
|
|
used_actual: bool = False
|
|
item_type: str
|
|
frequency: str
|
|
category_name: str | None = None
|
|
category_id: int | None = None
|
|
|
|
|
|
class ActualsBySource(BaseModel):
|
|
source: str
|
|
total_compra: float
|
|
total_devolucion: float
|
|
net: float
|
|
count: int
|
|
|
|
|
|
class MonthlyDetailResponse(BaseModel):
|
|
year: int
|
|
month: int
|
|
income_items: list[RecurringItemDetail]
|
|
expense_items: list[RecurringItemDetail]
|
|
savings_items: list[RecurringItemDetail]
|
|
actuals_by_source: list[ActualsBySource]
|
|
total_projected_income: float
|
|
total_projected_expenses: float
|
|
total_projected_savings: float
|
|
uncovered_actual: float
|
|
gran_total_egresos: float
|
|
net_balance: float
|
|
|
|
|
|
@router.get("/month/{year}/{month}", response_model=MonthlyDetailResponse)
|
|
def get_monthly_detail(
|
|
year: int,
|
|
month: int = Path(ge=1, le=12),
|
|
session: Session = Depends(get_session),
|
|
_user: str = Depends(get_current_user),
|
|
):
|
|
data = compute_monthly_projection(session, year, month)
|
|
return MonthlyDetailResponse(
|
|
year=data["year"],
|
|
month=data["month"],
|
|
income_items=[RecurringItemDetail(**i) for i in data["income_items"]],
|
|
expense_items=[RecurringItemDetail(**i) for i in data["expense_items"]],
|
|
savings_items=[RecurringItemDetail(**i) for i in data["savings_items"]],
|
|
actuals_by_source=[ActualsBySource(**a) for a in data["actuals_by_source"]],
|
|
total_projected_income=data["projected_income"],
|
|
total_projected_expenses=data["projected_fixed_expenses"],
|
|
total_projected_savings=data["projected_savings"],
|
|
uncovered_actual=data["uncovered_actual"],
|
|
gran_total_egresos=data["gran_total_egresos"],
|
|
net_balance=data["net_balance"],
|
|
)
|