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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import uuid
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from pydantic import BaseModel
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class CategoryExpense(BaseModel):
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category_id: uuid.UUID
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category_name: str
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color: str | None
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amount_cents: int
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model_config = {"from_attributes": True}
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class MonthlyTrend(BaseModel):
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month: str # YYYY-MM
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income_cents: int
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expense_cents: int
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class BudgetAlert(BaseModel):
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budget_id: uuid.UUID
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category_name: str
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limit_cents: int
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spent_cents: int
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percentage: float
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class DashboardResponse(BaseModel):
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month: str
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balance_cents: int # all-time cumulative balance
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total_income_cents: int # month income
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total_expense_cents: int # month expenses
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net_cents: int # month net
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by_category: list[CategoryExpense]
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monthly_trend: list[MonthlyTrend]
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budget_alerts: list[BudgetAlert]
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