MyMidas/backend/app/schemas/transaction.py
megaproxy fe4e69b9ad Complete Phase 3, Phase 5 polish and hardening
Phase 3 — Investments:
- Multi-currency support: holdings track purchase currency, FX rates convert to base for totals
- Capital gains report using UK Section 104 pool method, grouped by tax year
- Capital Gains tab added to Reports page

Phase 5 — Polish & Hardening:
- Mobile-responsive layout: bottom nav, sidebar hidden on mobile, logo in TopBar, compact header buttons, hover-only actions now always visible on touch
- Backup system: encrypted GPG backups via backup.sh, nightly scheduler job, admin API (list/trigger/download/restore), Settings UI with drag-to-restore confirmation
- Docker entrypoint with gosu privilege drop to fix bind-mount ownership on fresh deployments
- OWASP fixes: refresh token now bound to its session (new refresh_token_hash column + migration), CSRF secure flag tied to environment, IP-level rate limiting on login, TOTPEnableRequest Pydantic schema replaces raw dict
- AES-256-GCM key rotation script (rotate_keys.py) with dry-run mode and atomic DB transaction
- CLAUDE.md added for AI-assisted development context
- README updated: correct reverse proxy port, accurate backup/restore commands, key rotation instructions

Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
2026-04-22 14:59:11 +00:00

78 lines
2.3 KiB
Python

import uuid
from datetime import date as DateType, datetime
from decimal import Decimal
from typing import Literal
from pydantic import BaseModel, Field
TransactionType = Literal["income", "expense", "transfer", "investment"]
TransactionStatus = Literal["pending", "cleared", "reconciled", "void"]
class TransactionCreate(BaseModel):
account_id: uuid.UUID
transfer_account_id: uuid.UUID | None = None
category_id: uuid.UUID | None = None
type: TransactionType
status: TransactionStatus = "cleared"
amount: Decimal
currency: str = Field(default="GBP", min_length=3, max_length=10)
date: DateType
description: str = Field(..., min_length=1, max_length=500)
merchant: str | None = None
notes: str | None = None
tags: list[str] = []
is_recurring: bool = False
recurring_rule: dict | None = None
class TransactionUpdate(BaseModel):
category_id: uuid.UUID | None = None
status: TransactionStatus | None = None
amount: Decimal | None = None
date: DateType | None = None
description: str | None = Field(default=None, min_length=1, max_length=500)
merchant: str | None = None
notes: str | None = None
tags: list[str] | None = None
class TransactionFilter(BaseModel):
account_id: uuid.UUID | None = None
category_id: uuid.UUID | None = None
type: TransactionType | None = None
status: TransactionStatus | None = None
date_from: DateType | None = None
date_to: DateType | None = None
min_amount: Decimal | None = None
max_amount: Decimal | None = None
search: str | None = None
tags: list[str] = []
is_recurring: bool | None = None
page: int = Field(default=1, ge=1)
page_size: int = Field(default=50, ge=1, le=200)
class TransactionResponse(BaseModel):
id: uuid.UUID
account_id: uuid.UUID
transfer_account_id: uuid.UUID | None
category_id: uuid.UUID | None
type: str
status: str
amount: Decimal
amount_base: Decimal | None
currency: str
base_currency: str
exchange_rate: Decimal | None
date: DateType
description: str
merchant: str | None
notes: str | None
tags: list[str]
is_recurring: bool
attachment_refs: list[dict] = []
created_at: datetime
updated_at: datetime
model_config = {"from_attributes": True}