MyMidas/backend/app/schemas/report.py
megaproxy 61a7884ee5 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>
2026-04-21 11:56:10 +00:00

96 lines
1.9 KiB
Python

from datetime import date as DateType
from decimal import Decimal
from pydantic import BaseModel
class NetWorthPoint(BaseModel):
date: DateType
total_assets: Decimal
total_liabilities: Decimal
net_worth: Decimal
base_currency: str
class NetWorthReport(BaseModel):
points: list[NetWorthPoint]
current_net_worth: Decimal
change_30d: Decimal
change_30d_pct: Decimal
base_currency: str
class IncomeExpensePoint(BaseModel):
month: str # "2024-01"
income: Decimal
expenses: Decimal
net: Decimal
class IncomeExpenseReport(BaseModel):
points: list[IncomeExpensePoint]
total_income: Decimal
total_expenses: Decimal
avg_monthly_income: Decimal
avg_monthly_expenses: Decimal
currency: str
class CashFlowPoint(BaseModel):
date: DateType
inflow: Decimal
outflow: Decimal
net: Decimal
running_balance: Decimal
class CashFlowReport(BaseModel):
points: list[CashFlowPoint]
total_inflow: Decimal
total_outflow: Decimal
currency: str
class CategoryBreakdownItem(BaseModel):
category_id: str | None
category_name: str
amount: Decimal
percent: Decimal
transaction_count: int
class CategoryBreakdownReport(BaseModel):
items: list[CategoryBreakdownItem]
total: Decimal
currency: str
date_from: DateType
date_to: DateType
class BudgetVsActualItem(BaseModel):
budget_id: str
budget_name: str
category_name: str
budgeted: Decimal
actual: Decimal
variance: Decimal
percent_used: Decimal
class BudgetVsActualReport(BaseModel):
items: list[BudgetVsActualItem]
total_budgeted: Decimal
total_actual: Decimal
currency: str
class SpendingTrendPoint(BaseModel):
month: str
category_name: str
amount: Decimal
class SpendingTrendsReport(BaseModel):
points: list[SpendingTrendPoint]
categories: list[str]
currency: str