feat(frontend): improved Dashboard.tsx, added transaction date

7project/backend/app/api/transactions.py

@@ -1,7 +1,8 @@
 from typing import List, Optional
+from datetime import date
 
 from fastapi import APIRouter, Depends, HTTPException, status
-from sqlalchemy import select
+from sqlalchemy import select, and_, func
 from sqlalchemy.ext.asyncio import AsyncSession
 
 from app.models.transaction import Transaction
@@ -23,6 +24,7 @@ def _to_read_model(tx: Transaction) -> TransactionRead:
         id=tx.id,
         amount=tx.amount,
         description=tx.description,
+        date=tx.date,
         category_ids=[c.id for c in (tx.categories or [])],
     )
 
@@ -33,7 +35,21 @@ async def create_transaction(
     session: AsyncSession = Depends(get_async_session),
     user: User = Depends(current_active_user),
 ):
-    tx = Transaction(amount=payload.amount, description=payload.description, user_id=user.id)
+    # Build transaction; set `date` only if provided to let DB default apply otherwise
+    tx_kwargs = dict(
+        amount=payload.amount,
+        description=payload.description,
+        user_id=user.id,
+    )
+    if payload.date is not None:
+        parsed_date = payload.date
+        if isinstance(parsed_date, str):
+            try:
+                parsed_date = date.fromisoformat(parsed_date)
+            except ValueError:
+                raise HTTPException(status_code=400, detail="Invalid date format, expected YYYY-MM-DD")
+        tx_kwargs["date"] = parsed_date
+    tx = Transaction(**tx_kwargs)
 
     # Attach categories if provided (and owned by user)
     if payload.category_ids:
@@ -60,11 +76,18 @@ async def create_transaction(
 
 @router.get("/", response_model=List[TransactionRead])
 async def list_transactions(
+    start_date: Optional[date] = None,
+    end_date: Optional[date] = None,
     session: AsyncSession = Depends(get_async_session),
     user: User = Depends(current_active_user),
 ):
+    cond = [Transaction.user_id == user.id]
+    if start_date is not None:
+        cond.append(Transaction.date >= start_date)
+    if end_date is not None:
+        cond.append(Transaction.date <= end_date)
     res = await session.execute(
-        select(Transaction).where(Transaction.user_id == user.id).order_by(Transaction.id)
+        select(Transaction).where(and_(*cond)).order_by(Transaction.date, Transaction.id)
     )
     txs = list(res.scalars())
     # Eagerly load categories for each transaction
@@ -73,6 +96,36 @@ async def list_transactions(
     return [_to_read_model(tx) for tx in txs]
 
 
+@router.get("/balance_series")
+async def get_balance_series(
+    start_date: Optional[date] = None,
+    end_date: Optional[date] = None,
+    session: AsyncSession = Depends(get_async_session),
+    user: User = Depends(current_active_user),
+):
+    cond = [Transaction.user_id == user.id]
+    if start_date is not None:
+        cond.append(Transaction.date >= start_date)
+    if end_date is not None:
+        cond.append(Transaction.date <= end_date)
+    res = await session.execute(
+        select(Transaction).where(and_(*cond)).order_by(Transaction.date, Transaction.id)
+    )
+    txs = list(res.scalars())
+    # Group by date and accumulate
+    daily = {}
+    for tx in txs:
+        key = tx.date.isoformat() if hasattr(tx.date, 'isoformat') else str(tx.date)
+        daily[key] = daily.get(key, 0.0) + float(tx.amount)
+    # Build cumulative series sorted by date
+    series = []
+    running = 0.0
+    for d in sorted(daily.keys()):
+        running += daily[d]
+        series.append({"date": d, "balance": running})
+    return series
+
+
 @router.get("/{transaction_id}", response_model=TransactionRead)
 async def get_transaction(
     transaction_id: int,
@@ -111,6 +164,14 @@ async def update_transaction(
         tx.amount = payload.amount
     if payload.description is not None:
         tx.description = payload.description
+    if payload.date is not None:
+        new_date = payload.date
+        if isinstance(new_date, str):
+            try:
+                new_date = date.fromisoformat(new_date)
+            except ValueError:
+                raise HTTPException(status_code=400, detail="Invalid date format, expected YYYY-MM-DD")
+        tx.date = new_date
 
     if payload.category_ids is not None:
         # Preload categories to avoid async lazy-load during assignment