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Address PR feedback: add TODO, remove enhanced-stats, keep stats endpoint
Co-authored-by: elisiariocouto <818914+elisiariocouto@users.noreply.github.com>
This commit is contained in:
copilot-swe-agent[bot]
committed by
Elisiário Couto
Elisiário Couto
parent
e136fc4b75
commit
3e248f95a8
@@ -36,7 +36,7 @@ export default function TransactionDistribution({
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'REVOLUT_REVOLT21': 'Revolut',
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'NUBANK_NUPBBR25': 'Nu Pagamentos',
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'BANCOBPI_BBPIPTPL': 'Banco BPI',
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// Add more mappings as needed
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// TODO: Add more bank mappings as needed
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};
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return bankMapping[institutionId] || institutionId.split('_')[0];
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};
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@@ -121,219 +121,6 @@ async def get_all_transactions(
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) from e
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@router.get("/transactions/enhanced-stats", response_model=APIResponse)
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async def get_enhanced_transaction_stats(
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days: int = Query(default=365, description="Number of days to include in stats"),
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account_id: Optional[str] = Query(default=None, description="Filter by account ID"),
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) -> APIResponse:
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"""Get enhanced transaction statistics with monthly breakdown and account details"""
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try:
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# Date range for stats
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end_date = datetime.now()
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start_date = end_date - timedelta(days=days)
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# Format dates for database query
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date_from = start_date.isoformat()
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date_to = end_date.isoformat()
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# Get all transactions from database for comprehensive stats
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recent_transactions = await database_service.get_transactions_from_db(
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account_id=account_id,
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date_from=date_from,
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date_to=date_to,
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limit=None, # Get all matching transactions
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)
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# Basic stats
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total_transactions = len(recent_transactions)
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total_income = sum(
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txn["transactionValue"]
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for txn in recent_transactions
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if txn["transactionValue"] > 0
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)
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total_expenses = sum(
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abs(txn["transactionValue"])
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for txn in recent_transactions
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if txn["transactionValue"] < 0
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)
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net_change = total_income - total_expenses
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# Count by status
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booked_count = len(
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[txn for txn in recent_transactions if txn["transactionStatus"] == "booked"]
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)
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pending_count = len(
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[
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txn
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for txn in recent_transactions
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if txn["transactionStatus"] == "pending"
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]
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)
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# Count unique accounts
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unique_accounts = len({txn["accountId"] for txn in recent_transactions})
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# Monthly breakdown
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monthly_stats = {}
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for txn in recent_transactions:
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try:
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txn_date = datetime.fromisoformat(
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txn["transactionDate"].replace("Z", "+00:00")
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)
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month_key = txn_date.strftime("%Y-%m")
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if month_key not in monthly_stats:
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monthly_stats[month_key] = {
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"month": txn_date.strftime("%Y %b"),
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"income": 0,
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"expenses": 0,
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"net": 0,
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"transaction_count": 0,
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}
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monthly_stats[month_key]["transaction_count"] += 1
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if txn["transactionValue"] > 0:
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monthly_stats[month_key]["income"] += txn["transactionValue"]
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else:
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monthly_stats[month_key]["expenses"] += abs(txn["transactionValue"])
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monthly_stats[month_key]["net"] = (
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monthly_stats[month_key]["income"]
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- monthly_stats[month_key]["expenses"]
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)
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except (ValueError, TypeError):
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# Skip transactions with invalid dates
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continue
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# Account breakdown
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account_stats = {}
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for txn in recent_transactions:
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acc_id = txn["accountId"]
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if acc_id not in account_stats:
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account_stats[acc_id] = {
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"account_id": acc_id,
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"transaction_count": 0,
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"income": 0,
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"expenses": 0,
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"net": 0,
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}
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account_stats[acc_id]["transaction_count"] += 1
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if txn["transactionValue"] > 0:
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account_stats[acc_id]["income"] += txn["transactionValue"]
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else:
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account_stats[acc_id]["expenses"] += abs(txn["transactionValue"])
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account_stats[acc_id]["net"] = (
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account_stats[acc_id]["income"] - account_stats[acc_id]["expenses"]
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)
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enhanced_stats = {
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"period_days": days,
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"date_range": {
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"start": start_date.isoformat(),
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"end": end_date.isoformat(),
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},
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"summary": {
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"total_transactions": total_transactions,
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"booked_transactions": booked_count,
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"pending_transactions": pending_count,
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"total_income": round(total_income, 2),
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"total_expenses": round(total_expenses, 2),
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"net_change": round(net_change, 2),
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"average_transaction": round(
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sum(txn["transactionValue"] for txn in recent_transactions)
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/ total_transactions,
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2,
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)
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if total_transactions > 0
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else 0,
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"accounts_included": unique_accounts,
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},
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"monthly_breakdown": [
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{
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**stats,
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"income": round(stats["income"], 2),
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"expenses": round(stats["expenses"], 2),
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"net": round(stats["net"], 2),
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}
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for month, stats in sorted(monthly_stats.items())
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],
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"account_breakdown": [
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{
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**stats,
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"income": round(stats["income"], 2),
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"expenses": round(stats["expenses"], 2),
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"net": round(stats["net"], 2),
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}
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for stats in account_stats.values()
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],
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}
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return APIResponse(
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success=True,
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data=enhanced_stats,
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message=f"Enhanced transaction statistics for last {days} days",
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)
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except Exception as e:
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logger.error(f"Failed to get enhanced transaction stats: {e}")
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raise HTTPException(
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status_code=500,
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detail=f"Failed to get enhanced transaction stats: {str(e)}",
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) from e
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@router.get("/transactions/analytics", response_model=APIResponse)
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async def get_transactions_for_analytics(
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days: int = Query(default=365, description="Number of days to include"),
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account_id: Optional[str] = Query(default=None, description="Filter by account ID"),
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) -> APIResponse:
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"""Get all transactions for analytics (no pagination) for the last N days"""
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try:
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# Date range for analytics
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end_date = datetime.now()
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start_date = end_date - timedelta(days=days)
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# Format dates for database query
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date_from = start_date.isoformat()
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date_to = end_date.isoformat()
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# Get ALL transactions from database (no limit for analytics)
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transactions = await database_service.get_transactions_from_db(
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account_id=account_id,
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date_from=date_from,
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date_to=date_to,
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limit=None, # No limit - get all transactions
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)
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# Transform for frontend (summary format)
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transaction_summaries = [
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{
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"transaction_id": txn["transactionId"],
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"date": txn["transactionDate"],
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"description": txn["description"],
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"amount": txn["transactionValue"],
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"currency": txn["transactionCurrency"],
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"status": txn["transactionStatus"],
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"account_id": txn["accountId"],
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}
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for txn in transactions
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]
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return APIResponse(
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success=True,
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data=transaction_summaries,
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message=f"Retrieved {len(transaction_summaries)} transactions for analytics",
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)
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except Exception as e:
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logger.error(f"Failed to get transactions for analytics: {e}")
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raise HTTPException(
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status_code=500, detail=f"Failed to get analytics transactions: {str(e)}"
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) from e
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@router.get("/transactions/stats", response_model=APIResponse)
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async def get_transaction_stats(
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days: int = Query(default=30, description="Number of days to include in stats"),
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@@ -415,3 +202,55 @@ async def get_transaction_stats(
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raise HTTPException(
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status_code=500, detail=f"Failed to get transaction stats: {str(e)}"
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) from e
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@router.get("/transactions/analytics", response_model=APIResponse)
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async def get_transactions_for_analytics(
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days: int = Query(default=365, description="Number of days to include"),
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account_id: Optional[str] = Query(default=None, description="Filter by account ID"),
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) -> APIResponse:
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"""Get all transactions for analytics (no pagination) for the last N days"""
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try:
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# Date range for analytics
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end_date = datetime.now()
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start_date = end_date - timedelta(days=days)
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# Format dates for database query
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date_from = start_date.isoformat()
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date_to = end_date.isoformat()
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# Get ALL transactions from database (no limit for analytics)
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transactions = await database_service.get_transactions_from_db(
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account_id=account_id,
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date_from=date_from,
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date_to=date_to,
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limit=None, # No limit - get all transactions
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)
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# Transform for frontend (summary format)
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transaction_summaries = [
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{
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"transaction_id": txn["transactionId"],
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"date": txn["transactionDate"],
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"description": txn["description"],
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"amount": txn["transactionValue"],
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"currency": txn["transactionCurrency"],
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"status": txn["transactionStatus"],
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"account_id": txn["accountId"],
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}
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for txn in transactions
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]
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return APIResponse(
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success=True,
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data=transaction_summaries,
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message=f"Retrieved {len(transaction_summaries)} transactions for analytics",
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)
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except Exception as e:
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logger.error(f"Failed to get transactions for analytics: {e}")
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raise HTTPException(
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status_code=500, detail=f"Failed to get analytics transactions: {str(e)}"
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) from e
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