Backend: - Modelle + Migration 0002: accounts, account_identifiers, category_groups, categories, transactions, exchange_rates (alle owner-gescoped). - EZB-Kursdienst (90-Tage/Historie) + Backfill-Skript; Umrechnung EUR<->CHF zum Buchungsdatum mit lokalem Cache und manueller Übersteuerung; EUR-Pivot (amount_eur_cents) eingefroren. - Kontostände + Netto-Vermögen (Umrechnung in Hauptwährung). - Router: accounts (inkl. IBAN-Identifikatoren), categories (Gruppen+Kategorien), transactions (Ausgabe/Einnahme/Transfer, cross-currency), rates. - Gruppierte Standard-Kategorien je Nutzer beim Anlegen. - pytest-Suite: Währung, Salden, Cross-Currency-Transfer, Nutzer-Isolation. Frontend: - Seiten Konten, Kategorien, Buchungen; Icon-Chip, Geldbetrag mit Umrechnung, Icon-/Farbwähler, Modal; erweitertes SVG-Icon-Set (Konto-/Kategorie-Icons). - Währungs-/Datumsformatierung (EUR de-DE, CHF de-CH), i18n DE/EN erweitert. - Live-Umrechnungs-Vorschau im Transfer-Formular. Co-Authored-By: Claude Opus 4.8 <noreply@anthropic.com>
155 lines
4.7 KiB
Python
155 lines
4.7 KiB
Python
"""Kategorie-Gruppen und Kategorien (zweistufig). Alles owner-gescoped.
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Eine Kategorie erbt ihre Art (Einnahme/Ausgabe) von ihrer Gruppe.
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"""
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from fastapi import APIRouter, Depends, status
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from sqlalchemy.orm import Session
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from ..database import get_db
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from ..deps import get_current_user, get_owned
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from ..models import Category, CategoryGroup, User
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from ..schemas import (
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CategoryCreate,
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CategoryGroupCreate,
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CategoryGroupOut,
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CategoryGroupUpdate,
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CategoryOut,
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CategoryUpdate,
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)
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router = APIRouter(prefix="/categories", tags=["categories"])
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def group_out(g: CategoryGroup) -> CategoryGroupOut:
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cats = sorted(g.categories, key=lambda c: (c.position, c.name.lower()))
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return CategoryGroupOut(
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id=g.id,
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name=g.name,
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kind=g.kind,
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icon=g.icon,
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color=g.color,
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position=g.position,
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is_builtin=g.is_builtin,
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categories=[CategoryOut.model_validate(c) for c in cats],
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)
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def _next_position(db: Session, model, **filters) -> int:
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q = db.query(model.position)
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for k, v in filters.items():
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q = q.filter(getattr(model, k) == v)
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row = q.order_by(model.position.desc()).first()
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return (row[0] + 1) if row else 0
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@router.get("", response_model=list[CategoryGroupOut])
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def list_categories(db: Session = Depends(get_db), user: User = Depends(get_current_user)):
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groups = (
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db.query(CategoryGroup)
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.filter(CategoryGroup.owner_id == user.id)
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.order_by(CategoryGroup.position, CategoryGroup.name)
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.all()
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)
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return [group_out(g) for g in groups]
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# --- Gruppen ---------------------------------------------------------------
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@router.post("/groups", response_model=CategoryGroupOut, status_code=status.HTTP_201_CREATED)
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def create_group(
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payload: CategoryGroupCreate, db: Session = Depends(get_db), user: User = Depends(get_current_user)
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):
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g = CategoryGroup(
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owner_id=user.id,
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name=payload.name.strip(),
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kind=payload.kind,
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icon=payload.icon,
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color=payload.color,
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position=_next_position(db, CategoryGroup, owner_id=user.id),
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)
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db.add(g)
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db.commit()
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db.refresh(g)
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return group_out(g)
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@router.patch("/groups/{group_id}", response_model=CategoryGroupOut)
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def update_group(
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group_id: int,
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payload: CategoryGroupUpdate,
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db: Session = Depends(get_db),
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user: User = Depends(get_current_user),
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):
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g = get_owned(db, CategoryGroup, group_id, user)
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for key, value in payload.model_dump(exclude_unset=True).items():
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if value is not None:
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setattr(g, key, value)
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db.commit()
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db.refresh(g)
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return group_out(g)
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@router.delete("/groups/{group_id}", status_code=status.HTTP_204_NO_CONTENT)
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def delete_group(
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group_id: int, db: Session = Depends(get_db), user: User = Depends(get_current_user)
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):
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g = get_owned(db, CategoryGroup, group_id, user)
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db.delete(g)
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db.commit()
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# --- Kategorien ------------------------------------------------------------
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@router.post("", response_model=CategoryOut, status_code=status.HTTP_201_CREATED)
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def create_category(
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payload: CategoryCreate, db: Session = Depends(get_db), user: User = Depends(get_current_user)
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):
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group = get_owned(db, CategoryGroup, payload.group_id, user)
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cat = Category(
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owner_id=user.id,
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group_id=group.id,
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name=payload.name.strip(),
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type=group.kind, # erbt die Art der Gruppe
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icon=payload.icon,
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color=payload.color,
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position=_next_position(db, Category, owner_id=user.id, group_id=group.id),
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)
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db.add(cat)
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db.commit()
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db.refresh(cat)
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return CategoryOut.model_validate(cat)
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@router.patch("/{category_id}", response_model=CategoryOut)
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def update_category(
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category_id: int,
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payload: CategoryUpdate,
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db: Session = Depends(get_db),
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user: User = Depends(get_current_user),
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):
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cat = get_owned(db, Category, category_id, user)
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data = payload.model_dump(exclude_unset=True)
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new_group_id = data.pop("group_id", None)
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if new_group_id is not None:
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group = get_owned(db, CategoryGroup, new_group_id, user)
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cat.group_id = group.id
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cat.type = group.kind # Art an die neue Gruppe angleichen
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for key, value in data.items():
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if value is not None or key == "is_archived":
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setattr(cat, key, value)
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db.commit()
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db.refresh(cat)
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return CategoryOut.model_validate(cat)
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@router.delete("/{category_id}", status_code=status.HTTP_204_NO_CONTENT)
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def delete_category(
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category_id: int, db: Session = Depends(get_db), user: User = Depends(get_current_user)
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):
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cat = get_owned(db, Category, category_id, user)
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db.delete(cat)
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db.commit()
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