Initial commit: MyMidas personal finance tracker

Full-stack self-hosted finance app with FastAPI backend and React frontend.

Features:
- Accounts, transactions, budgets, investments with GBP base currency
- CSV import with auto-detection for 10 UK bank formats
- ML predictions: spending forecast, net worth projection, Monte Carlo
- 7 selectable themes (Obsidian, Arctic, Midnight, Vault, Terminal, Synthwave, Ledger)
- Receipt/document attachments on transactions (JPEG, PNG, WebP, PDF)
- AES-256-GCM field encryption, RS256 JWT, TOTP 2FA, RLS, audit log
- Encrypted nightly backups + key rotation script
- Mobile-responsive layout with bottom nav

Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>

backend/app/api/v1/reports.py

@@ -0,0 +1,82 @@
+from datetime import date, timedelta
+
+from fastapi import APIRouter, Depends, Query
+from sqlalchemy.ext.asyncio import AsyncSession
+
+from app.dependencies import get_current_user, get_db
+from app.db.models.user import User
+from app.schemas.report import (
+    BudgetVsActualReport,
+    CashFlowReport,
+    CategoryBreakdownReport,
+    IncomeExpenseReport,
+    NetWorthReport,
+    SpendingTrendsReport,
+)
+from app.services import report_service
+
+router = APIRouter(prefix="/reports", tags=["reports"])
+
+
+@router.get("/net-worth", response_model=NetWorthReport)
+async def net_worth_report(
+    months: int = Query(default=12, ge=1, le=60),
+    db: AsyncSession = Depends(get_db),
+    current_user: User = Depends(get_current_user),
+):
+    return await report_service.get_net_worth_report(
+        db, current_user.id, current_user.base_currency, months
+    )
+
+
+@router.get("/income-vs-expense", response_model=IncomeExpenseReport)
+async def income_expense_report(
+    months: int = Query(default=12, ge=1, le=60),
+    db: AsyncSession = Depends(get_db),
+    current_user: User = Depends(get_current_user),
+):
+    return await report_service.get_income_expense_report(db, current_user.id, months)
+
+
+@router.get("/cash-flow", response_model=CashFlowReport)
+async def cash_flow_report(
+    date_from: date = Query(default=None),
+    date_to: date = Query(default=None),
+    db: AsyncSession = Depends(get_db),
+    current_user: User = Depends(get_current_user),
+):
+    today = date.today()
+    df = date_from or (today - timedelta(days=30))
+    dt = date_to or today
+    return await report_service.get_cash_flow_report(db, current_user.id, df, dt)
+
+
+@router.get("/category-breakdown", response_model=CategoryBreakdownReport)
+async def category_breakdown(
+    date_from: date = Query(default=None),
+    date_to: date = Query(default=None),
+    type: str = Query(default="expense"),
+    db: AsyncSession = Depends(get_db),
+    current_user: User = Depends(get_current_user),
+):
+    today = date.today()
+    df = date_from or date(today.year, today.month, 1)
+    dt = date_to or today
+    return await report_service.get_category_breakdown(db, current_user.id, df, dt, type)
+
+
+@router.get("/budget-vs-actual", response_model=BudgetVsActualReport)
+async def budget_vs_actual(
+    db: AsyncSession = Depends(get_db),
+    current_user: User = Depends(get_current_user),
+):
+    return await report_service.get_budget_vs_actual(db, current_user.id)
+
+
+@router.get("/spending-trends", response_model=SpendingTrendsReport)
+async def spending_trends(
+    months: int = Query(default=6, ge=1, le=24),
+    db: AsyncSession = Depends(get_db),
+    current_user: User = Depends(get_current_user),
+):
+    return await report_service.get_spending_trends(db, current_user.id, months)