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