kai/finance-dashboard
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Add authenticated finance REST API

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kai
2026-09-09 09:47:56 +02:00
parent afc6f74f36
commit ad452045be
13 changed files with 760 additions and 44 deletions
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app/services/income_service.py
+49 -28
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@@ -1,27 +1,25 @@
from datetime import date
from fastapi import HTTPException
from database import connect
from models import CATEGORIES, MONTHS, cents, valid_date, percent
from models import CATEGORIES, MONTHS, cents, valid_date, percent, decimal_string
from services.asset_service import list_assets as assets
def assets():
with connect() as db:
return db.execute('SELECT * FROM assets ORDER BY name COLLATE NOCASE').fetchall()
def get_entry(entry_id):
def _get_entry(db, entry_id):
if not 1 <= entry_id <= 9223372036854775807:
raise HTTPException(404, 'Zahlung nicht gefunden.')
with connect() as db:
row = db.execute('SELECT * FROM income_entries WHERE id = ?', (entry_id,)).fetchone()
row = db.execute('SELECT i.*, a.name FROM income_entries i JOIN assets a ON a.id=i.asset_id WHERE i.id=?', (entry_id,)).fetchone()
if row is None:
raise HTTPException(404, 'Zahlung nicht gefunden.')
return dict(row)
def save_entry(data, entry_id=None):
if entry_id is not None and not 1 <= entry_id <= 9223372036854775807:
raise HTTPException(404, 'Zahlung nicht gefunden.')
def get_entry(entry_id):
with connect() as db:
return _get_entry(db, entry_id)
def _validated_values(data, db, existing):
day = valid_date(data.get('date', ''))
amount = cents(data.get('amount', ''))
category = data.get('category', '')
@@ -33,32 +31,54 @@ def save_entry(data, entry_id=None):
raise ValueError
except (TypeError, ValueError):
raise ValueError('Bitte eine Position auswählen.') from None
note = data.get('note', '').strip()
note = (data.get('note') or '').strip()
if len(note) > 2000:
raise ValueError('Notiz darf maximal 2000 Zeichen enthalten.')
expected, received = int(data.get('expected') == '1'), int(data.get('received') == '1')
expected = int(data.get('expected') in (True, '1'))
received = int(data.get('received') in (True, '1'))
asset = db.execute('SELECT * FROM assets WHERE id=?', (asset_id,)).fetchone()
if asset is None or (not asset['active'] and (existing is None or existing['asset_id'] != asset_id)):
raise ValueError('Diese Position ist nicht mehr verfügbar.')
return day, asset_id, category, amount, note or None, expected, received
def write_entry(data, entry_id=None, partial=False):
"""Validate and write atomically; PATCH merges inside the write transaction."""
with connect() as db:
db.execute('BEGIN IMMEDIATE')
existing = db.execute('SELECT * FROM income_entries WHERE id = ?', (entry_id,)).fetchone() if entry_id else None
if entry_id and existing is None:
raise HTTPException(404, 'Zahlung nicht gefunden.')
asset = db.execute('SELECT * FROM assets WHERE id = ?', (asset_id,)).fetchone()
if asset is None or (not asset['active'] and (existing is None or existing['asset_id'] != asset_id)):
raise ValueError('Diese Position ist nicht mehr verfügbar.')
values = (day, asset_id, category, amount, note or None, expected, received)
if entry_id:
existing = _get_entry(db, entry_id) if entry_id is not None else None
if partial:
merged = dict(existing)
merged['amount'] = decimal_string(existing['amount'])
merged.update(data)
data = merged
values = _validated_values(data, db, existing)
if entry_id is not None:
db.execute("UPDATE income_entries SET date=?, asset_id=?, category=?, amount=?, note=?, expected=?, received=?, updated_at=strftime('%Y-%m-%dT%H:%M:%fZ','now') WHERE id=?", (*values, entry_id))
else:
entry_id = db.execute('INSERT INTO income_entries (date,asset_id,category,amount,note,expected,received) VALUES (?,?,?,?,?,?,?)', values).lastrowid
return entry_id
return _get_entry(db, entry_id)
def list_entries(year=None, month=None, asset_id=None, category=None, limit=None, offset=0):
def save_entry(data, entry_id=None):
"""Existing web/import-facing return contract."""
return write_entry(data, entry_id)['id']
def delete_entry(entry_id):
with connect() as db:
db.execute('BEGIN IMMEDIATE')
_get_entry(db, entry_id)
db.execute('DELETE FROM income_entries WHERE id=?', (entry_id,))
def list_entries(year=None, month=None, asset_id=None, category=None, limit=None, offset=0, received=None, expected=None):
# SQL fragments are constants. All filter values remain bound parameters.
clauses, args = [], []
for sql, value in [("substr(i.date,1,4) = ?", str(year) if year else None),
("substr(i.date,6,2) = ?", f'{month:02}' if month else None),
('i.asset_id = ?', asset_id), ('i.category = ?', category)]:
('i.asset_id = ?', asset_id), ('i.category = ?', category),
('i.received = ?', received), ('i.expected = ?', expected)]:
if value is not None:
clauses.append(sql)
args.append(value)
@@ -81,11 +101,12 @@ def available_years():
def dashboard(today=None):
today = today or date.today()
with connect() as db:
db.execute('BEGIN') # One read snapshot for all dashboard/statistics aggregates.
years_found = [int(r[0]) for r in db.execute('SELECT DISTINCT substr(date,1,4) FROM income_entries')]
grouped = db.execute("SELECT substr(date,1,4) year, substr(date,6,2) month, SUM(amount) amount, COUNT(*) count FROM income_entries WHERE received=1 GROUP BY year, month").fetchall()
shares = [dict(r) for r in db.execute('SELECT a.name, SUM(i.amount) amount FROM income_entries i JOIN assets a ON a.id=i.asset_id WHERE received=1 GROUP BY a.id ORDER BY amount DESC')]
shares = [dict(r) for r in db.execute('SELECT a.id asset_id, a.name, SUM(i.amount) amount FROM income_entries i JOIN assets a ON a.id=i.asset_id WHERE received=1 GROUP BY a.id ORDER BY amount DESC')]
kinds = {r['category']: r['amount'] for r in db.execute('SELECT category, SUM(amount) amount FROM income_entries WHERE received=1 GROUP BY category')}
pending = db.execute('SELECT COUNT(*) count, COALESCE(SUM(amount),0) amount FROM income_entries WHERE expected=1 AND received=0').fetchone()
years_found = available_years()
years = list(range(min(years_found + [today.year]), max(years_found + [today.year + 1]) + 1))
monthly = {year: [0] * 12 for year in years}
count = 0
@@ -101,7 +122,7 @@ def dashboard(today=None):
return dict(years=years, monthly=monthly, totals=totals, month=current_month, prior_month=prior_month,
month_change=percent(current_month, prior_month), year=totals[today.year], prior_year=prior_year,
year_change=percent(totals[today.year], prior_year), all_time=sum(totals.values()), count=count,
pending=dict(pending), today=today, shares=shares,
pending=dict(pending), today=today, shares=shares, categories=kinds,
chart={'months': MONTHS, 'years': [{'label': str(y), 'data': monthly[y]} for y in years],
'shares': shares, 'kinds': [{'name': 'Dividenden / Ausschüttungen', 'amount': kinds.get('dividend',0)+kinds.get('distribution',0)},
{'name': 'Zinsen', 'amount': kinds.get('interest',0)}, {'name': 'Sonstiges', 'amount': kinds.get('other',0)}]})