feat: Import-API mit Vorschau, Saldo-Pruefung und Duplikat-Schutz

Co-Authored-By: Claude Fable 5 <noreply@anthropic.com>

finance/app/routers/imports.py

@@ -0,0 +1,143 @@
+from datetime import date
+from decimal import Decimal
+
+from fastapi import APIRouter, Depends, HTTPException, UploadFile
+from pydantic import BaseModel, ConfigDict
+from sqlalchemy import select
+from sqlalchemy.orm import Session
+
+from app.auth import require_auth
+from app.config import get_settings
+from app.db import get_session
+from app.models.tables import Statement, Transaction
+from app.services.importer import process_pdf
+
+router = APIRouter(prefix="/api/imports", tags=["imports"],
+                   dependencies=[Depends(require_auth)])
+
+
+class StatementOut(BaseModel):
+    model_config = ConfigDict(from_attributes=True)
+    id: int
+    filename: str
+    bank: str
+    account_id: int | None = None
+    period_start: date | None = None
+    period_end: date | None = None
+    opening_balance: Decimal | None = None
+    closing_balance: Decimal | None = None
+    status: str
+    error_message: str | None = None
+
+
+class TransactionOut(BaseModel):
+    model_config = ConfigDict(from_attributes=True)
+    id: int
+    account_id: int
+    statement_id: int | None = None
+    booking_date: date
+    value_date: date | None = None
+    amount: Decimal
+    purpose: str
+    counterparty: str
+    category_id: int | None = None
+    status: str
+    dedup_hash: str
+    is_duplicate: bool
+
+
+class PreviewOut(BaseModel):
+    statement: StatementOut
+    transactions: list[TransactionOut]
+    balance_ok: bool
+    duplicates: int
+
+
+@router.post("/upload", response_model=StatementOut, status_code=201)
+def upload(file: UploadFile, session: Session = Depends(get_session)):
+    settings = get_settings()
+    inbox_dir = settings.inbox_dir
+    inbox_dir.mkdir(parents=True, exist_ok=True)
+    dest = inbox_dir / file.filename
+    with dest.open("wb") as f:
+        f.write(file.file.read())
+    stmt = process_pdf(session, dest)
+    return StatementOut.model_validate(stmt)
+
+
+@router.post("/scan-inbox", response_model=list[StatementOut])
+def scan_inbox(session: Session = Depends(get_session)):
+    settings = get_settings()
+    inbox_dir = settings.inbox_dir
+    inbox_dir.mkdir(parents=True, exist_ok=True)
+    results = []
+    for path in sorted(inbox_dir.glob("*.pdf")):
+        stmt = process_pdf(session, path)
+        results.append(StatementOut.model_validate(stmt))
+    return results
+
+
+@router.get("", response_model=list[StatementOut])
+def list_imports(session: Session = Depends(get_session)):
+    stmts = session.execute(select(Statement).order_by(Statement.id)).scalars()
+    return [StatementOut.model_validate(s) for s in stmts]
+
+
+@router.get("/{statement_id}/preview", response_model=PreviewOut)
+def preview(statement_id: int, session: Session = Depends(get_session)):
+    stmt = session.get(Statement, statement_id)
+    if stmt is None:
+        raise HTTPException(404, "Import nicht gefunden")
+    txs = session.execute(
+        select(Transaction).where(Transaction.statement_id == statement_id)
+        .order_by(Transaction.booking_date, Transaction.id)
+    ).scalars().all()
+    balance_ok = (
+        stmt.opening_balance is not None and stmt.closing_balance is not None
+        and (stmt.opening_balance + sum((t.amount for t in txs), Decimal("0"))
+             - stmt.closing_balance) == 0
+    )
+    duplicates = sum(1 for t in txs if t.is_duplicate)
+    return PreviewOut(
+        statement=StatementOut.model_validate(stmt),
+        transactions=[TransactionOut.model_validate(t) for t in txs],
+        balance_ok=balance_ok,
+        duplicates=duplicates,
+    )
+
+
+@router.post("/{statement_id}/confirm", response_model=StatementOut)
+def confirm(statement_id: int, session: Session = Depends(get_session)):
+    stmt = session.get(Statement, statement_id)
+    if stmt is None:
+        raise HTTPException(404, "Import nicht gefunden")
+    txs = session.execute(
+        select(Transaction).where(
+            Transaction.statement_id == statement_id,
+            Transaction.status == "draft",
+            Transaction.is_duplicate == False,  # noqa: E712
+        )
+    ).scalars().all()
+    for tx in txs:
+        tx.status = "confirmed"
+    stmt.status = "confirmed"
+    session.commit()
+    session.refresh(stmt)
+    return StatementOut.model_validate(stmt)
+
+
+@router.delete("/{statement_id}", status_code=204)
+def delete_import(statement_id: int, session: Session = Depends(get_session)):
+    stmt = session.get(Statement, statement_id)
+    if stmt is None:
+        raise HTTPException(404, "Import nicht gefunden")
+    drafts = session.execute(
+        select(Transaction).where(
+            Transaction.statement_id == statement_id,
+            Transaction.status == "draft",
+        )
+    ).scalars().all()
+    for tx in drafts:
+        session.delete(tx)
+    session.delete(stmt)
+    session.commit()