megaproxy
fe4e69b9ad
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>
134 lines
2.6 KiB
Python
134 lines
2.6 KiB
Python
from datetime import date as DateType
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from decimal import Decimal
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from pydantic import BaseModel
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class NetWorthPoint(BaseModel):
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date: DateType
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total_assets: Decimal
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total_liabilities: Decimal
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net_worth: Decimal
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base_currency: str
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class NetWorthReport(BaseModel):
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points: list[NetWorthPoint]
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current_net_worth: Decimal
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change_30d: Decimal
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change_30d_pct: Decimal
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base_currency: str
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class IncomeExpensePoint(BaseModel):
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month: str # "2024-01"
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income: Decimal
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expenses: Decimal
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net: Decimal
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class IncomeExpenseReport(BaseModel):
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points: list[IncomeExpensePoint]
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total_income: Decimal
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total_expenses: Decimal
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avg_monthly_income: Decimal
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avg_monthly_expenses: Decimal
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currency: str
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class CashFlowPoint(BaseModel):
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date: DateType
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inflow: Decimal
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outflow: Decimal
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net: Decimal
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running_balance: Decimal
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class CashFlowReport(BaseModel):
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points: list[CashFlowPoint]
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total_inflow: Decimal
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total_outflow: Decimal
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currency: str
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class CategoryBreakdownItem(BaseModel):
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category_id: str | None
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category_name: str
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amount: Decimal
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percent: Decimal
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transaction_count: int
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class CategoryBreakdownReport(BaseModel):
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items: list[CategoryBreakdownItem]
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total: Decimal
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currency: str
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date_from: DateType
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date_to: DateType
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class BudgetVsActualItem(BaseModel):
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budget_id: str
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budget_name: str
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category_name: str
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budgeted: Decimal
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actual: Decimal
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variance: Decimal
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percent_used: Decimal
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class BudgetVsActualReport(BaseModel):
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items: list[BudgetVsActualItem]
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total_budgeted: Decimal
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total_actual: Decimal
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currency: str
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class SpendingTrendPoint(BaseModel):
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month: str
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category_name: str
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amount: Decimal
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class SpendingTrendsReport(BaseModel):
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points: list[SpendingTrendPoint]
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categories: list[str]
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currency: str
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class SavingsRatePoint(BaseModel):
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month: str
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income: Decimal
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expenses: Decimal
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savings: Decimal
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savings_rate: Decimal
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class SavingsRateReport(BaseModel):
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points: list[SavingsRatePoint]
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avg_savings_rate: Decimal
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currency: str
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class BalanceSheetAccount(BaseModel):
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id: str
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name: str
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type: str
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balance: Decimal
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currency: str
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class BalanceSheetGroup(BaseModel):
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label: str
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type_keys: list[str]
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accounts: list[BalanceSheetAccount]
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subtotal: Decimal
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class BalanceSheetReport(BaseModel):
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asset_groups: list[BalanceSheetGroup]
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liability_groups: list[BalanceSheetGroup]
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total_assets: Decimal
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total_liabilities: Decimal
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net_worth: Decimal
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currency: str
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