Files
budget-tracker/backend/app/routers/export.py
T
Nox (OpenClaw) e3fac99045 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>
2026-03-17 16:48:26 +00:00

176 lines
5.8 KiB
Python

import csv
import io
from datetime import date
from fastapi import APIRouter, Depends, Query
from fastapi.responses import StreamingResponse
from sqlalchemy import select
from sqlalchemy.ext.asyncio import AsyncSession
from sqlalchemy.orm import selectinload
from app.auth.dependencies import get_current_user
from app.database import get_session
from app.models.transaction import Transaction
from app.models.user import User
from app.utils import utcnow
router = APIRouter(prefix="/export", tags=["export"])
def _month_bounds(month: str) -> tuple[date, date]:
year, mon = map(int, month.split("-"))
start = date(year, mon, 1)
if mon == 12:
end = date(year + 1, 1, 1)
else:
end = date(year, mon + 1, 1)
return start, end
async def _fetch_transactions(
session: AsyncSession,
user_id,
month: str,
) -> list[Transaction]:
start, end = _month_bounds(month)
result = await session.execute(
select(Transaction)
.options(selectinload(Transaction.category))
.where(
Transaction.user_id == user_id,
Transaction.deleted_at.is_(None),
Transaction.transaction_date >= start,
Transaction.transaction_date < end,
)
.order_by(Transaction.transaction_date, Transaction.created_at)
)
return list(result.scalars().all())
@router.get("/csv")
async def export_csv(
month: str = Query(default=None, description="Month YYYY-MM"),
session: AsyncSession = Depends(get_session),
current_user: User = Depends(get_current_user),
) -> StreamingResponse:
if month is None:
now = utcnow()
month = f"{now.year}-{now.month:02d}"
transactions = await _fetch_transactions(session, current_user.id, month)
output = io.StringIO()
writer = csv.writer(output, delimiter=";")
writer.writerow(["Date", "Type", "Catégorie", "Description", "Montant (€)"])
for tx in transactions:
amount_eur = tx.amount_cents / 100
if tx.type.value == "expense":
amount_eur = -amount_eur
writer.writerow([
tx.transaction_date.isoformat(),
tx.type.value,
tx.category.name,
tx.description or "",
f"{amount_eur:.2f}",
])
output.seek(0)
filename = f"transactions_{month}.csv"
return StreamingResponse(
iter([output.getvalue()]),
media_type="text/csv; charset=utf-8",
headers={"Content-Disposition": f'attachment; filename="{filename}"'},
)
@router.get("/pdf")
async def export_pdf(
month: str = Query(default=None, description="Month YYYY-MM"),
session: AsyncSession = Depends(get_session),
current_user: User = Depends(get_current_user),
) -> StreamingResponse:
if month is None:
now = utcnow()
month = f"{now.year}-{now.month:02d}"
transactions = await _fetch_transactions(session, current_user.id, month)
total_income = sum(t.amount_cents for t in transactions if t.type.value == "income")
total_expense = sum(t.amount_cents for t in transactions if t.type.value == "expense")
rows_html = ""
for tx in transactions:
amount_eur = tx.amount_cents / 100
color = "#16a34a" if tx.type.value == "income" else "#dc2626"
sign = "+" if tx.type.value == "income" else "-"
rows_html += f"""
<tr>
<td>{tx.transaction_date.isoformat()}</td>
<td>{tx.category.name}</td>
<td>{tx.description or ""}</td>
<td style="color:{color};text-align:right;font-weight:600">
{sign}{amount_eur:.2f}
</td>
</tr>"""
html = f"""<!DOCTYPE html>
<html lang="fr">
<head>
<meta charset="UTF-8"/>
<style>
body {{ font-family: Arial, sans-serif; font-size: 12px; color: #1e293b; margin: 40px; }}
h1 {{ font-size: 20px; margin-bottom: 4px; }}
.subtitle {{ color: #64748b; margin-bottom: 24px; }}
.kpi {{ display: flex; gap: 40px; margin-bottom: 24px; }}
.kpi-card {{ background: #f8fafc; border: 1px solid #e2e8f0; border-radius: 8px;
padding: 12px 20px; }}
.kpi-label {{ font-size: 11px; color: #64748b; }}
.kpi-value {{ font-size: 18px; font-weight: 700; margin-top: 4px; }}
table {{ width: 100%; border-collapse: collapse; }}
th {{ background: #1e293b; color: white; padding: 8px 12px; text-align: left; font-size: 11px; }}
td {{ padding: 7px 12px; border-bottom: 1px solid #e2e8f0; }}
tr:nth-child(even) td {{ background: #f8fafc; }}
.footer {{ margin-top: 24px; font-size: 10px; color: #94a3b8; text-align: right; }}
</style>
</head>
<body>
<h1>Rapport de transactions</h1>
<div class="subtitle">Période : {month} &nbsp;|&nbsp; {current_user.full_name or current_user.email}</div>
<div class="kpi">
<div class="kpi-card">
<div class="kpi-label">Revenus</div>
<div class="kpi-value" style="color:#16a34a">+{total_income/100:.2f} €</div>
</div>
<div class="kpi-card">
<div class="kpi-label">Dépenses</div>
<div class="kpi-value" style="color:#dc2626">-{total_expense/100:.2f} €</div>
</div>
<div class="kpi-card">
<div class="kpi-label">Solde net</div>
<div class="kpi-value">{(total_income - total_expense)/100:+.2f} €</div>
</div>
</div>
<table>
<thead>
<tr>
<th>Date</th><th>Catégorie</th><th>Description</th><th style="text-align:right">Montant</th>
</tr>
</thead>
<tbody>
{rows_html}
</tbody>
</table>
<div class="footer">Généré le {utcnow().strftime('%d/%m/%Y')} — Budget Tracker</div>
</body>
</html>"""
import weasyprint # noqa: PLC0415
pdf_bytes = weasyprint.HTML(string=html).write_pdf()
filename = f"transactions_{month}.pdf"
return StreamingResponse(
iter([pdf_bytes]),
media_type="application/pdf",
headers={"Content-Disposition": f'attachment; filename="{filename}"'},
)