Add chase accounts + chase csv upload

backend/app/routers/finance.py

@@ -1,13 +1,14 @@
 from datetime import date
 
-from fastapi import APIRouter, Depends, HTTPException, Query
+from fastapi import APIRouter, Depends, HTTPException, Query, UploadFile
 from pydantic import BaseModel
 from sqlalchemy import func, select
 from sqlalchemy.orm import Session
 
 from app.auth import get_current_user
 from app.database import get_db
-from app.models.finance import FinanceSnapshot, FinanceTransaction
+from app.models.finance import FinanceAccount, FinanceSnapshot, FinanceTransaction
+from app.services.chase_csv import parse_chase_csv
 
 router = APIRouter(
     prefix="/api/finances", tags=["finances"], dependencies=[Depends(get_current_user)]
@@ -17,11 +18,22 @@ router = APIRouter(
 # --- Schemas ---
 
 
+class AccountCreate(BaseModel):
+    name: str
+    account_type: str
+
+
+class AccountRead(AccountCreate):
+    id: int
+    model_config = {"from_attributes": True}
+
+
 class TransactionCreate(BaseModel):
     date: date
     amount: float
     category: str
     description: str | None = None
+    account_id: int | None = None
 
 
 class TransactionRead(TransactionCreate):
@@ -45,6 +57,73 @@ class CategorySummary(BaseModel):
     total: float
 
 
+class AccountSpendingSummary(BaseModel):
+    account_id: int | None
+    account_name: str | None
+    total: float
+
+
+class CSVUploadResult(BaseModel):
+    imported: int
+    skipped: int
+    errors: list[str]
+
+
+# --- Account endpoints ---
+
+
+@router.get("/accounts", response_model=list[AccountRead])
+def list_accounts(db: Session = Depends(get_db)):
+    return db.scalars(select(FinanceAccount).order_by(FinanceAccount.name)).all()
+
+
+@router.post("/accounts", response_model=AccountRead, status_code=201)
+def create_account(body: AccountCreate, db: Session = Depends(get_db)):
+    acct = FinanceAccount(**body.model_dump())
+    db.add(acct)
+    db.commit()
+    db.refresh(acct)
+    return acct
+
+
+@router.delete("/accounts/{account_id}", status_code=204)
+def delete_account(account_id: int, db: Session = Depends(get_db)):
+    acct = db.get(FinanceAccount, account_id)
+    if not acct:
+        raise HTTPException(status_code=404, detail="Account not found")
+    db.delete(acct)
+    db.commit()
+
+
+@router.post("/accounts/{account_id}/upload-csv", response_model=CSVUploadResult)
+async def upload_csv(
+    account_id: int,
+    file: UploadFile,
+    db: Session = Depends(get_db),
+):
+    acct = db.get(FinanceAccount, account_id)
+    if not acct:
+        raise HTTPException(status_code=404, detail="Account not found")
+
+    content = (await file.read()).decode("utf-8")
+    rows, errors = parse_chase_csv(content, acct.account_type)
+
+    transactions = [
+        FinanceTransaction(
+            date=r["date"],
+            amount=r["amount"],
+            category=r["category"],
+            description=r["description"],
+            account_id=account_id,
+        )
+        for r in rows
+    ]
+    db.add_all(transactions)
+    db.commit()
+
+    return CSVUploadResult(imported=len(transactions), skipped=0, errors=errors)
+
+
 # --- Transaction endpoints ---
 
 
@@ -53,6 +132,7 @@ def list_transactions(
     from_date: date | None = Query(None, alias="from"),
     to_date: date | None = Query(None, alias="to"),
     category: str | None = None,
+    account_id: int | None = Query(None),
     db: Session = Depends(get_db),
 ):
     q = select(FinanceTransaction).order_by(FinanceTransaction.date.desc())
@@ -62,6 +142,8 @@ def list_transactions(
         q = q.where(FinanceTransaction.date <= to_date)
     if category:
         q = q.where(FinanceTransaction.category == category)
+    if account_id is not None:
+        q = q.where(FinanceTransaction.account_id == account_id)
     return db.scalars(q).all()
 
 
@@ -116,11 +198,40 @@ def create_snapshot(body: SnapshotCreate, db: Session = Depends(get_db)):
     return snap
 
 
-# --- Summary endpoint ---
+# --- Summary endpoints ---
 
 
 @router.get("/summary", response_model=list[CategorySummary])
 def spending_summary(
+    period: str = Query("month", pattern="^(month|year)$"),
+    account_id: int | None = Query(None),
+    db: Session = Depends(get_db),
+):
+    today = date.today()
+    if period == "month":
+        start = today.replace(day=1)
+    else:
+        start = today.replace(month=1, day=1)
+
+    q = (
+        select(
+            FinanceTransaction.category,
+            func.sum(FinanceTransaction.amount).label("total"),
+        )
+        .where(FinanceTransaction.date >= start)
+        .where(FinanceTransaction.amount < 0)
+        .group_by(FinanceTransaction.category)
+        .order_by(func.sum(FinanceTransaction.amount))
+    )
+    if account_id is not None:
+        q = q.where(FinanceTransaction.account_id == account_id)
+
+    rows = db.execute(q).all()
+    return [CategorySummary(category=r.category, total=float(r.total)) for r in rows]
+
+
+@router.get("/summary/by-account", response_model=list[AccountSpendingSummary])
+def spending_by_account(
     period: str = Query("month", pattern="^(month|year)$"),
     db: Session = Depends(get_db),
 ):
@@ -132,12 +243,21 @@ def spending_summary(
 
     rows = db.execute(
         select(
-            FinanceTransaction.category,
+            FinanceTransaction.account_id,
+            FinanceAccount.name.label("account_name"),
             func.sum(FinanceTransaction.amount).label("total"),
         )
+        .outerjoin(FinanceAccount, FinanceTransaction.account_id == FinanceAccount.id)
         .where(FinanceTransaction.date >= start)
         .where(FinanceTransaction.amount < 0)
-        .group_by(FinanceTransaction.category)
+        .group_by(FinanceTransaction.account_id, FinanceAccount.name)
         .order_by(func.sum(FinanceTransaction.amount))
     ).all()
-    return [CategorySummary(category=r.category, total=float(r.total)) for r in rows]
+    return [
+        AccountSpendingSummary(
+            account_id=r.account_id,
+            account_name=r.account_name or "Untagged",
+            total=float(r.total),
+        )
+        for r in rows
+    ]