Files
certain/backend/app/routers/imports.py
T
GuidoandClaude Opus 5 c47525ff7e feat: Vorschlaege buchen und Telefon-Dateien nur ablegen
Zwei Luecken geschlossen:

Mail-Vorschlaege standen als "pending" im Eingang, aber es gab keinen Knopf
zum Buchen – der Weg war hinten offen. Jetzt je Eintrag "Buchen" und ein
"Alle buchen". Unklare bleiben liegen: Bei ihnen fehlt etwas oder die
Erkennung war unsicher, die soll man ansehen statt im Stapel durchzuwinken.

Der Auszug vom Telefon bucht nicht mehr sofort, sondern wird nur abgelegt.
Am Telefon prueft man keine 500 Zeilen; die Datei wartet in der
Import-Ansicht und laeuft dort durch die normale Vorschau mit
Saldo-Abgleich, Zeilenfilter und Duplikatpruefung.

Co-Authored-By: Claude Opus 5 <noreply@anthropic.com>
2026-08-22 21:12:58 +02:00

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"""CSV-Import: Templates verwalten, Datei-Vorschau, verbuchen, rückgängig machen."""
import json
from fastapi import APIRouter, Depends, File, Form, HTTPException, UploadFile, status
from sqlalchemy.orm import Session
from ..database import get_db
from ..deps import get_current_user, get_owned
from fastapi.responses import Response
from ..models import PendingUpload, Account, AmountMode, ImportBatch, ImportStatus, ImportTemplate, User
from ..schemas import (
ImportBatchOut,
ImportCommitIn,
ImportTemplateCreate,
ImportTemplateOut,
ImportTemplateUpdate,
)
from ..services import csv_import
router = APIRouter(prefix="/imports", tags=["imports"])
def _to_out(tpl: ImportTemplate) -> ImportTemplateOut:
return ImportTemplateOut(
id=tpl.id, name=tpl.name, delimiter=tpl.delimiter, decimal_sep=tpl.decimal_sep,
date_format=tpl.date_format, encoding=tpl.encoding, has_header=tpl.has_header,
skip_rows=tpl.skip_rows, amount_mode=tpl.amount_mode,
column_map=json.loads(tpl.column_map or "{}"),
filter_column=tpl.filter_column, filter_value=tpl.filter_value,
)
# --- Templates -------------------------------------------------------------
@router.get("/presets")
def list_presets(_: User = Depends(get_current_user)) -> list[dict]:
"""Vorgefertigte Bank-Vorlagen (füllen die Format-/Spalten-Einstellungen)."""
return csv_import.PRESETS
@router.get("/templates", response_model=list[ImportTemplateOut])
def list_templates(db: Session = Depends(get_db), user: User = Depends(get_current_user)):
rows = db.query(ImportTemplate).filter(ImportTemplate.owner_id == user.id).order_by(ImportTemplate.name).all()
return [_to_out(t) for t in rows]
@router.post("/templates", response_model=ImportTemplateOut, status_code=status.HTTP_201_CREATED)
def create_template(payload: ImportTemplateCreate, db: Session = Depends(get_db), user: User = Depends(get_current_user)):
tpl = ImportTemplate(
owner_id=user.id, name=payload.name.strip(), delimiter=payload.delimiter,
decimal_sep=payload.decimal_sep, date_format=payload.date_format, encoding=payload.encoding,
has_header=payload.has_header, skip_rows=payload.skip_rows, amount_mode=payload.amount_mode,
column_map=json.dumps(payload.column_map),
filter_column=payload.filter_column, filter_value=payload.filter_value,
)
db.add(tpl)
db.commit()
db.refresh(tpl)
return _to_out(tpl)
@router.patch("/templates/{template_id}", response_model=ImportTemplateOut)
def update_template(template_id: int, payload: ImportTemplateUpdate, db: Session = Depends(get_db), user: User = Depends(get_current_user)):
tpl = get_owned(db, ImportTemplate, template_id, user)
data = payload.model_dump(exclude_unset=True)
if "column_map" in data and data["column_map"] is not None:
tpl.column_map = json.dumps(data.pop("column_map"))
for key, value in data.items():
if value is not None:
setattr(tpl, key, value)
db.commit()
db.refresh(tpl)
return _to_out(tpl)
@router.delete("/templates/{template_id}", status_code=status.HTTP_204_NO_CONTENT)
def delete_template(template_id: int, db: Session = Depends(get_db), user: User = Depends(get_current_user)):
tpl = get_owned(db, ImportTemplate, template_id, user)
db.delete(tpl)
db.commit()
# --- Datei-Vorschau --------------------------------------------------------
def _transient(user_id: int, **fields) -> ImportTemplate:
return ImportTemplate(owner_id=user_id, name="_transient", **fields)
@router.post("/raw")
async def raw_preview(
file: UploadFile = File(...),
delimiter: str = Form(";"),
encoding: str = Form("utf-8"),
has_header: bool = Form(True),
skip_rows: int = Form(0),
_: User = Depends(get_current_user),
) -> dict:
data = await file.read()
tpl = _transient(0, delimiter=delimiter, encoding=encoding, has_header=has_header, skip_rows=skip_rows)
return csv_import.preview_raw(data, tpl)
@router.post("/preview")
async def preview(
file: UploadFile = File(...),
account_id: int = Form(...),
delimiter: str = Form(";"),
decimal_sep: str = Form(","),
date_format: str = Form("%d.%m.%Y"),
encoding: str = Form("utf-8"),
has_header: bool = Form(True),
skip_rows: int = Form(0),
amount_mode: str = Form("signed"),
column_map: str = Form("{}"),
filter_column: int | None = Form(None),
filter_value: str | None = Form(None),
db: Session = Depends(get_db),
user: User = Depends(get_current_user),
) -> dict:
account = get_owned(db, Account, account_id, user)
data = await file.read()
tpl = _transient(
user.id, delimiter=delimiter, decimal_sep=decimal_sep, date_format=date_format,
encoding=encoding, has_header=has_header, skip_rows=skip_rows,
amount_mode=AmountMode(amount_mode), column_map=column_map,
filter_column=filter_column, filter_value=filter_value,
)
rows = csv_import.build_preview(db, user, account, tpl, data)
return {
"rows": rows,
"filename": file.filename or "",
# Abgleich gegen die Saldo-Spalte der Datei (falls zugeordnet).
"reconciliation": csv_import.reconcile(rows),
}
# --- Verbuchen / Undo ------------------------------------------------------
@router.post("/commit", response_model=ImportBatchOut)
def commit(payload: ImportCommitIn, db: Session = Depends(get_db), user: User = Depends(get_current_user)):
account = get_owned(db, Account, payload.account_id, user)
return csv_import.commit_import(db, user, account, payload.template_id, payload.filename,
payload.rows, preset=payload.preset)
@router.get("/batches", response_model=list[ImportBatchOut])
def list_batches(db: Session = Depends(get_db), user: User = Depends(get_current_user)):
return (
db.query(ImportBatch)
.filter(ImportBatch.owner_id == user.id)
.order_by(ImportBatch.created_at.desc(), ImportBatch.id.desc())
.all()
)
@router.delete("/batches/{batch_id}")
def undo(batch_id: int, db: Session = Depends(get_db), user: User = Depends(get_current_user)) -> dict:
batch = get_owned(db, ImportBatch, batch_id, user)
deleted = csv_import.undo_batch(db, user, batch)
return {"deleted": deleted}
@router.delete("/batches/{batch_id}/record", status_code=status.HTTP_204_NO_CONTENT)
def remove_batch_record(
batch_id: int, db: Session = Depends(get_db), user: User = Depends(get_current_user)
):
"""Entfernt einen rückgängig gemachten Eintrag aus dem Verlauf.
Nur für bereits zurückgenommene Importe: Solange ein Import steht, ist der
Eintrag die einzige Möglichkeit, seine Buchungen wieder loszuwerden."""
batch = get_owned(db, ImportBatch, batch_id, user)
if batch.status != ImportStatus.undone:
raise HTTPException(
status_code=status.HTTP_400_BAD_REQUEST,
detail="Nur rückgängig gemachte Importe lassen sich aus dem Verlauf entfernen.",
)
db.delete(batch)
db.commit()
# --- Vom Telefon abgelieferte Dateien ---------------------------------------
@router.get("/uploads")
def list_uploads(db: Session = Depends(get_db), user: User = Depends(get_current_user)) -> list[dict]:
"""Wartende Dateien. Der Inhalt bleibt hier draussen – nur die Eckdaten."""
zeilen = (
db.query(PendingUpload)
.filter(PendingUpload.owner_id == user.id)
.order_by(PendingUpload.created_at.desc(), PendingUpload.id.desc())
.all()
)
return [
{"id": u.id, "filename": u.filename, "account_id": u.account_id,
"size_bytes": u.size_bytes, "created_at": u.created_at.isoformat() if u.created_at else None}
for u in zeilen
]
@router.get("/uploads/{upload_id}/content")
def upload_content(upload_id: int, db: Session = Depends(get_db), user: User = Depends(get_current_user)):
"""Die Datei selbst – damit die Import-Ansicht sie wie eine lokale behandelt."""
upload = get_owned(db, PendingUpload, upload_id, user)
return Response(
content=upload.content,
media_type="text/csv",
headers={"Content-Disposition": f'attachment; filename="{upload.filename}"'},
)
@router.delete("/uploads/{upload_id}", status_code=status.HTTP_204_NO_CONTENT)
def delete_upload(upload_id: int, db: Session = Depends(get_db), user: User = Depends(get_current_user)):
db.delete(get_owned(db, PendingUpload, upload_id, user))
db.commit()