Co-Authored-By: Claude Opus 5.5 (1M context) <noreply@anthropic.com>
192 lines
6.7 KiB
Python
192 lines
6.7 KiB
Python
from datetime import date
|
|
from decimal import Decimal
|
|
|
|
from fastapi import APIRouter, Depends, HTTPException
|
|
from pydantic import BaseModel, ConfigDict
|
|
from sqlalchemy import func, or_, select
|
|
from sqlalchemy.orm import Session
|
|
|
|
from app.auth import require_auth
|
|
from app.db import get_session
|
|
from app.models.tables import Account, Category, Transaction
|
|
from app.parsers.validate import dedup_hash
|
|
from app.services.categorize import apply_rules
|
|
|
|
router = APIRouter(prefix="/api/transactions", tags=["transactions"],
|
|
dependencies=[Depends(require_auth)])
|
|
|
|
|
|
class TransactionIn(BaseModel):
|
|
account_id: int
|
|
booking_date: date
|
|
value_date: date | None = None
|
|
amount: Decimal
|
|
purpose: str = ""
|
|
counterparty: str = ""
|
|
force: bool = False
|
|
|
|
|
|
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 TransactionPatch(BaseModel):
|
|
category_id: int | None = None
|
|
|
|
|
|
def _apply_transaction_filters(
|
|
stmt,
|
|
account_id: int | None = None,
|
|
date_from: date | None = None,
|
|
date_to: date | None = None,
|
|
category_id: int | None = None,
|
|
q: str | None = None,
|
|
status: str = "confirmed",
|
|
):
|
|
"""Wendet die Buchungs-Filter auf ein select()-Statement an. Wird sowohl fuer
|
|
die Liste als auch fuer die dazugehoerige Gesamtanzahl (Pagination) genutzt,
|
|
damit beide garantiert dieselben Ergebnisse zaehlen/zeigen."""
|
|
if status:
|
|
stmt = stmt.where(Transaction.status == status)
|
|
if account_id is not None:
|
|
stmt = stmt.where(Transaction.account_id == account_id)
|
|
if date_from is not None:
|
|
stmt = stmt.where(Transaction.booking_date >= date_from)
|
|
if date_to is not None:
|
|
stmt = stmt.where(Transaction.booking_date <= date_to)
|
|
if category_id is not None:
|
|
stmt = stmt.where(Transaction.category_id == category_id)
|
|
if q:
|
|
like = f"%{q}%"
|
|
stmt = stmt.where(or_(Transaction.purpose.ilike(like),
|
|
Transaction.counterparty.ilike(like)))
|
|
return stmt
|
|
|
|
|
|
# Serverseitige Sortierung der Buchungsliste (Ausbaustufe 11): Whitelist
|
|
# URL-Schlüssel -> Sortierausdruck. Textspalten über lower(), damit SQLite
|
|
# (Tests) und Postgres gleich (case-insensitiv) sortieren.
|
|
SORT_COLUMNS = {
|
|
"datum": Transaction.booking_date,
|
|
"konto": func.lower(Account.name),
|
|
"zweck": func.lower(Transaction.purpose),
|
|
"empfaenger": func.lower(Transaction.counterparty),
|
|
"betrag": Transaction.amount,
|
|
"kategorie": func.lower(Category.name),
|
|
}
|
|
|
|
|
|
def normalize_sort(sort: str | None, dir: str | None) -> tuple[str, str]:
|
|
"""Unbekannte Werte fallen still auf den Standard (datum/asc) zurück -
|
|
kein 422 für manipulierte oder veraltete Links."""
|
|
return (sort if sort in SORT_COLUMNS else "datum",
|
|
dir if dir in ("asc", "desc") else "asc")
|
|
|
|
|
|
def _apply_sort(stmt, sort: str | None, dir: str | None):
|
|
sort, dir = normalize_sort(sort, dir)
|
|
if sort == "konto":
|
|
stmt = stmt.outerjoin(Account, Account.id == Transaction.account_id)
|
|
elif sort == "kategorie":
|
|
stmt = stmt.outerjoin(Category, Category.id == Transaction.category_id)
|
|
col = SORT_COLUMNS[sort]
|
|
if dir == "desc":
|
|
return stmt.order_by(col.desc().nulls_last(), Transaction.id.desc())
|
|
return stmt.order_by(col.asc().nulls_last(), Transaction.id.asc())
|
|
|
|
|
|
@router.get("", response_model=list[TransactionOut])
|
|
def list_transactions(
|
|
account_id: int | None = None,
|
|
date_from: date | None = None,
|
|
date_to: date | None = None,
|
|
category_id: int | None = None,
|
|
q: str | None = None,
|
|
status: str = "confirmed",
|
|
sort: str = "datum",
|
|
dir: str = "asc",
|
|
limit: int = 200,
|
|
offset: int = 0,
|
|
session: Session = Depends(get_session),
|
|
):
|
|
stmt = _apply_transaction_filters(
|
|
select(Transaction), account_id=account_id, date_from=date_from,
|
|
date_to=date_to, category_id=category_id, q=q, status=status,
|
|
)
|
|
stmt = _apply_sort(stmt, sort, dir).offset(offset).limit(limit)
|
|
return [TransactionOut.model_validate(t) for t in session.execute(stmt).scalars()]
|
|
|
|
|
|
def count_transactions(
|
|
account_id: int | None = None,
|
|
date_from: date | None = None,
|
|
date_to: date | None = None,
|
|
category_id: int | None = None,
|
|
q: str | None = None,
|
|
status: str = "confirmed",
|
|
session: Session = Depends(get_session),
|
|
) -> int:
|
|
"""Gesamtanzahl der Buchungen fuer die gleichen Filter wie list_transactions
|
|
(ohne limit/offset) - Grundlage fuer die Seitenzahl in der GUI-Pagination."""
|
|
stmt = _apply_transaction_filters(
|
|
select(func.count(Transaction.id)), account_id=account_id, date_from=date_from,
|
|
date_to=date_to, category_id=category_id, q=q, status=status,
|
|
)
|
|
return session.execute(stmt).scalar_one()
|
|
|
|
|
|
@router.post("", response_model=TransactionOut, status_code=201)
|
|
def create_transaction(data: TransactionIn, session: Session = Depends(get_session)):
|
|
if session.get(Account, data.account_id) is None:
|
|
raise HTTPException(404, "Konto nicht gefunden")
|
|
h = dedup_hash(data.account_id, data.booking_date, data.amount, data.purpose)
|
|
existing = session.execute(
|
|
select(Transaction).where(Transaction.dedup_hash == h)).scalar()
|
|
if existing is not None and not data.force:
|
|
raise HTTPException(409, "Buchung existiert bereits (Duplikat)")
|
|
tx = Transaction(
|
|
account_id=data.account_id,
|
|
booking_date=data.booking_date,
|
|
value_date=data.value_date,
|
|
amount=data.amount,
|
|
purpose=data.purpose,
|
|
counterparty=data.counterparty,
|
|
status="confirmed",
|
|
dedup_hash=h,
|
|
is_duplicate=existing is not None,
|
|
)
|
|
session.add(tx)
|
|
session.commit()
|
|
session.refresh(tx)
|
|
apply_rules(session, [tx])
|
|
session.commit()
|
|
session.refresh(tx)
|
|
return TransactionOut.model_validate(tx)
|
|
|
|
|
|
@router.patch("/{tx_id}", response_model=TransactionOut)
|
|
def patch_transaction(tx_id: int, data: TransactionPatch,
|
|
session: Session = Depends(get_session)):
|
|
tx = session.get(Transaction, tx_id)
|
|
if tx is None:
|
|
raise HTTPException(404, "Buchung nicht gefunden")
|
|
if "category_id" in data.model_fields_set:
|
|
if data.category_id is not None and session.get(Category, data.category_id) is None:
|
|
raise HTTPException(404, "Kategorie nicht gefunden")
|
|
tx.category_id = data.category_id
|
|
session.commit()
|
|
session.refresh(tx)
|
|
return TransactionOut.model_validate(tx)
|