megaproxy
dd66b2d5fe
New first-tab report showing a full breakdown of where money sits: - Three KPI cards: total assets, total liabilities, net worth - Proportional stacked bars showing asset and liability composition - Side-by-side account lists grouped by type (Cash, Savings, ISAs, Investments, Pension, Crypto vs Credit Cards, Loans, Mortgages) - Backend endpoint GET /api/v1/reports/balance-sheet with typed schema - Balance Sheet is now the default tab on the Reports page Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
91 lines
3 KiB
Python
91 lines
3 KiB
Python
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 (
|
|
BalanceSheetReport,
|
|
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)
|
|
|
|
|
|
@router.get("/balance-sheet", response_model=BalanceSheetReport)
|
|
async def balance_sheet(
|
|
db: AsyncSession = Depends(get_db),
|
|
current_user: User = Depends(get_current_user),
|
|
):
|
|
return await report_service.get_balance_sheet(db, current_user.id, current_user.base_currency)
|