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>
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from fastapi import APIRouter, Depends, Query
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from sqlalchemy.ext.asyncio import AsyncSession
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from app.auth.dependencies import get_current_user
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from app.database import get_session
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from app.models.user import User
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from app.schemas.dashboard import DashboardResponse
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from app.services import dashboard_service
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from app.utils import utcnow
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router = APIRouter(prefix="/dashboard", tags=["dashboard"])
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def _current_month() -> str:
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now = utcnow()
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return f"{now.year}-{now.month:02d}"
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@router.get("", response_model=DashboardResponse)
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async def get_dashboard(
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month: str = Query(default=None, description="Month YYYY-MM (defaults to current month)"),
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session: AsyncSession = Depends(get_session),
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current_user: User = Depends(get_current_user),
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) -> DashboardResponse:
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if month is None:
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month = _current_month()
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return await dashboard_service.get_dashboard(session, current_user.id, month)
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