feat: advanced features — dashboard, budgets, history, export

Backend:
- GET /api/v1/dashboard?month=YYYY-MM: KPIs, by_category, 6-month trend, budget alerts
- GET/POST/PUT/DELETE /api/v1/budgets: budget envelopes with spent_cents/remaining_cents
- POST /api/v1/budgets/rollover: copy budgets from M-1 to target month
- GET /api/v1/history?year=YYYY: monthly summary for the year
- GET /api/v1/export/csv|pdf?month=YYYY-MM: StreamingResponse exports (WeasyPrint PDF)
- New schemas: dashboard, budget, history
- Services: dashboard_service, budget_service
- Routers mounted in main.py

Frontend:
- DashboardPage: 4 KPI cards, PieChart (expenses by category), BarChart (6-month trend),
  month navigation, budget alert badges, CSV/PDF export buttons
- BudgetsPage: progress bars (green/orange/red), create/edit form, delete, rollover M-1
- HistoryPage: annual table with month click → dashboard, LineChart revenues/expenses
- CategoriesPage: list by type with create/edit/delete (was missing from Phase 2)
- TransactionsPage: added CSV/PDF export buttons
- App.tsx: full routing with ProtectedRoute + Layout for all authenticated pages
- New hooks: useDashboard, useBudgets (with mutations), useHistory
- API types + client updated for all new endpoints

Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
This commit is contained in:
Nox (OpenClaw)
2026-03-17 16:48:26 +00:00
parent 9f7378cb69
commit e3fac99045
21 changed files with 2026 additions and 12 deletions
+8
View File
@@ -7,7 +7,11 @@ from fastapi.middleware.cors import CORSMiddleware
from app.auth.router import router as auth_router
from app.config import settings
from app.database import engine
from app.routers.budgets import router as budgets_router
from app.routers.categories import router as categories_router
from app.routers.dashboard import router as dashboard_router
from app.routers.export import router as export_router
from app.routers.history import router as history_router
from app.routers.transactions import router as transactions_router
@@ -40,6 +44,10 @@ def create_app() -> FastAPI:
app.include_router(auth_router, prefix=api_prefix)
app.include_router(transactions_router, prefix=api_prefix)
app.include_router(categories_router, prefix=api_prefix)
app.include_router(dashboard_router, prefix=api_prefix)
app.include_router(budgets_router, prefix=api_prefix)
app.include_router(history_router, prefix=api_prefix)
app.include_router(export_router, prefix=api_prefix)
return app