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
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from datetime import date
from fastapi import APIRouter, Depends, Query
from sqlalchemy import func, select
from sqlalchemy.ext.asyncio import AsyncSession
from app.auth.dependencies import get_current_user
from app.database import get_session
from app.models.transaction import Transaction, TransactionType
from app.models.user import User
from app.schemas.history import HistoryResponse, MonthSummary
from app.utils import utcnow
router = APIRouter(prefix="/history", tags=["history"])
@router.get("", response_model=HistoryResponse)
async def get_history(
year: int = Query(default=None, description="Year (defaults to current year)"),
session: AsyncSession = Depends(get_session),
current_user: User = Depends(get_current_user),
) -> HistoryResponse:
if year is None:
year = utcnow().year
months: list[MonthSummary] = []
for mon in range(1, 13):
start = date(year, mon, 1)
if mon == 12:
end = date(year + 1, 1, 1)
else:
end = date(year, mon + 1, 1)
result = await session.execute(
select(
func.coalesce(
func.sum(
func.case(
(Transaction.type == TransactionType.income, Transaction.amount_cents),
else_=0,
)
),
0,
).label("income"),
func.coalesce(
func.sum(
func.case(
(Transaction.type == TransactionType.expense, Transaction.amount_cents),
else_=0,
)
),
0,
).label("expense"),
func.count(Transaction.id).label("count"),
).where(
Transaction.user_id == current_user.id,
Transaction.deleted_at.is_(None),
Transaction.transaction_date >= start,
Transaction.transaction_date < end,
)
)
row = result.one()
months.append(
MonthSummary(
month=f"{year}-{mon:02d}",
income_cents=row.income,
expense_cents=row.expense,
balance_cents=row.income - row.expense,
transaction_count=row.count,
)
)
return HistoryResponse(year=year, months=months)