This is the initial push of the outline of the life dashboard

2026-03-09 12:52:48 -05:00
parent bf1e4e754f
commit 7596a5f382
47 changed files with 6522 additions and 3 deletions
--- a/backend/app/routers/finance.py
+++ b/backend/app/routers/finance.py
@@ -0,0 +1,143 @@
+from datetime import date
+
+from fastapi import APIRouter, Depends, HTTPException, Query
+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
+
+router = APIRouter(
+    prefix="/api/finances", tags=["finances"], dependencies=[Depends(get_current_user)]
+)
+
+
+# --- Schemas ---
+
+
+class TransactionCreate(BaseModel):
+    date: date
+    amount: float
+    category: str
+    description: str | None = None
+
+
+class TransactionRead(TransactionCreate):
+    id: int
+    model_config = {"from_attributes": True}
+
+
+class SnapshotCreate(BaseModel):
+    date: date
+    net_worth: float
+    notes: str | None = None
+
+
+class SnapshotRead(SnapshotCreate):
+    id: int
+    model_config = {"from_attributes": True}
+
+
+class CategorySummary(BaseModel):
+    category: str
+    total: float
+
+
+# --- Transaction endpoints ---
+
+
+@router.get("/transactions", response_model=list[TransactionRead])
+def list_transactions(
+    from_date: date | None = Query(None, alias="from"),
+    to_date: date | None = Query(None, alias="to"),
+    category: str | None = None,
+    db: Session = Depends(get_db),
+):
+    q = select(FinanceTransaction).order_by(FinanceTransaction.date.desc())
+    if from_date:
+        q = q.where(FinanceTransaction.date >= from_date)
+    if to_date:
+        q = q.where(FinanceTransaction.date <= to_date)
+    if category:
+        q = q.where(FinanceTransaction.category == category)
+    return db.scalars(q).all()
+
+
+@router.post("/transactions", response_model=TransactionRead, status_code=201)
+def create_transaction(body: TransactionCreate, db: Session = Depends(get_db)):
+    txn = FinanceTransaction(**body.model_dump())
+    db.add(txn)
+    db.commit()
+    db.refresh(txn)
+    return txn
+
+
+@router.put("/transactions/{txn_id}", response_model=TransactionRead)
+def update_transaction(
+    txn_id: int, body: TransactionCreate, db: Session = Depends(get_db)
+):
+    txn = db.get(FinanceTransaction, txn_id)
+    if not txn:
+        raise HTTPException(status_code=404, detail="Transaction not found")
+    for key, val in body.model_dump().items():
+        setattr(txn, key, val)
+    db.commit()
+    db.refresh(txn)
+    return txn
+
+
+@router.delete("/transactions/{txn_id}", status_code=204)
+def delete_transaction(txn_id: int, db: Session = Depends(get_db)):
+    txn = db.get(FinanceTransaction, txn_id)
+    if not txn:
+        raise HTTPException(status_code=404, detail="Transaction not found")
+    db.delete(txn)
+    db.commit()
+
+
+# --- Snapshot endpoints ---
+
+
+@router.get("/snapshots", response_model=list[SnapshotRead])
+def list_snapshots(db: Session = Depends(get_db)):
+    return db.scalars(
+        select(FinanceSnapshot).order_by(FinanceSnapshot.date.desc())
+    ).all()
+
+
+@router.post("/snapshots", response_model=SnapshotRead, status_code=201)
+def create_snapshot(body: SnapshotCreate, db: Session = Depends(get_db)):
+    snap = FinanceSnapshot(**body.model_dump())
+    db.add(snap)
+    db.commit()
+    db.refresh(snap)
+    return snap
+
+
+# --- Summary endpoint ---
+
+
+@router.get("/summary", response_model=list[CategorySummary])
+def spending_summary(
+    period: str = Query("month", pattern="^(month|year)$"),
+    db: Session = Depends(get_db),
+):
+    today = date.today()
+    if period == "month":
+        start = today.replace(day=1)
+    else:
+        start = today.replace(month=1, day=1)
+
+    rows = db.execute(
+        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))
+    ).all()
+    return [CategorySummary(category=r.category, total=float(r.total)) for r in rows]