mirror of
https://github.com/elisiariocouto/leggen.git
synced 2025-12-14 01:32:19 +00:00
077e2bb1ad
- Add /transactions/monthly-stats endpoint with SQL aggregation - Replace client-side monthly processing with server-side calculations - Reduce data transfer by 99.5% (2,507 → 13 records for yearly data) - Simplify MonthlyTrends component by removing 40+ lines of aggregation logic - Clean up unused imports and interfaces 🤖 Generated with [Claude Code](https://claude.ai/code) Co-Authored-By: Claude <noreply@anthropic.com>
291 lines
10 KiB
Python
291 lines
10 KiB
Python
from datetime import datetime, timedelta
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from typing import List, Optional, Union
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from fastapi import APIRouter, HTTPException, Query
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from loguru import logger
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from leggen.api.models.accounts import Transaction, TransactionSummary
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from leggen.api.models.common import APIResponse, PaginatedResponse
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from leggen.services.database_service import DatabaseService
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router = APIRouter()
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database_service = DatabaseService()
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@router.get("/transactions", response_model=PaginatedResponse)
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async def get_all_transactions(
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page: int = Query(default=1, ge=1, description="Page number (1-based)"),
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per_page: int = Query(default=50, le=500, description="Items per page"),
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summary_only: bool = Query(
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default=True, description="Return transaction summaries only"
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),
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date_from: Optional[str] = Query(
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default=None, description="Filter from date (YYYY-MM-DD)"
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),
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date_to: Optional[str] = Query(
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default=None, description="Filter to date (YYYY-MM-DD)"
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),
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min_amount: Optional[float] = Query(
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default=None, description="Minimum transaction amount"
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),
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max_amount: Optional[float] = Query(
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default=None, description="Maximum transaction amount"
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),
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search: Optional[str] = Query(
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default=None, description="Search in transaction descriptions"
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),
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account_id: Optional[str] = Query(default=None, description="Filter by account ID"),
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) -> PaginatedResponse:
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"""Get all transactions from database with filtering options"""
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try:
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# Calculate offset from page and per_page
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offset = (page - 1) * per_page
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limit = per_page
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# Get transactions from database instead of GoCardless API
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db_transactions = await database_service.get_transactions_from_db(
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account_id=account_id,
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limit=limit,
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offset=offset,
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date_from=date_from,
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date_to=date_to,
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min_amount=min_amount,
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max_amount=max_amount,
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search=search,
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)
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# Get total count for pagination info (respecting the same filters)
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total_transactions = await database_service.get_transaction_count_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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min_amount=min_amount,
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max_amount=max_amount,
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search=search,
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)
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data: Union[List[TransactionSummary], List[Transaction]]
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if summary_only:
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# Return simplified transaction summaries
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data = [
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TransactionSummary(
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transaction_id=txn["transactionId"], # NEW: stable bank-provided ID
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internal_transaction_id=txn.get("internalTransactionId"),
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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 db_transactions
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]
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else:
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# Return full transaction details
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data = [
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Transaction(
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transaction_id=txn["transactionId"], # NEW: stable bank-provided ID
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internal_transaction_id=txn.get("internalTransactionId"),
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institution_id=txn["institutionId"],
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iban=txn["iban"],
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account_id=txn["accountId"],
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transaction_date=txn["transactionDate"],
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description=txn["description"],
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transaction_value=txn["transactionValue"],
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transaction_currency=txn["transactionCurrency"],
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transaction_status=txn["transactionStatus"],
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raw_transaction=txn["rawTransaction"],
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)
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for txn in db_transactions
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]
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total_pages = (total_transactions + per_page - 1) // per_page
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return PaginatedResponse(
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success=True,
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data=data,
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pagination={
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"total": total_transactions,
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"page": page,
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"per_page": per_page,
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"total_pages": total_pages,
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"has_next": page < total_pages,
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"has_prev": page > 1,
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},
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)
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except Exception as e:
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logger.error(f"Failed to get transactions from database: {e}")
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raise HTTPException(
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status_code=500, detail=f"Failed to get 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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account_id: Optional[str] = Query(default=None, description="Filter by account ID"),
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) -> APIResponse:
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"""Get transaction statistics for the last N days from database"""
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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 transactions from database
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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 for stats
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)
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# Calculate 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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stats = {
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"period_days": days,
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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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return APIResponse(
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success=True,
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data=stats,
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message=f"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 transaction stats from database: {e}")
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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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@router.get("/transactions/monthly-stats", response_model=APIResponse)
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async def get_monthly_transaction_stats(
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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 monthly transaction statistics aggregated by the database"""
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try:
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# Date range for monthly 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 monthly aggregated stats from database
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monthly_stats = await database_service.get_monthly_transaction_stats_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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)
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return APIResponse(
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success=True,
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data=monthly_stats,
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message=f"Retrieved monthly stats 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 monthly transaction stats: {e}")
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raise HTTPException(
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status_code=500, detail=f"Failed to get monthly stats: {str(e)}"
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) from e
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