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https://github.com/dat515-2025/Group-8.git
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feat(docs): codebase refactor - added src directory
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ribardej
280
7project/src/backend/app/api/transactions.py
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280
7project/src/backend/app/api/transactions.py
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from typing import List, Optional
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from datetime import date
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from fastapi import APIRouter, Depends, HTTPException, status
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from sqlalchemy import select, and_, func
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from sqlalchemy.ext.asyncio import AsyncSession
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from app.models.transaction import Transaction
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from app.models.categories import Category
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from app.schemas.transaction import (
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TransactionCreate,
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TransactionRead,
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TransactionUpdate,
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)
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from app.services.db import get_async_session
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from app.services.user_service import current_active_user
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from app.models.user import User
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router = APIRouter(prefix="/transactions", tags=["transactions"])
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def _to_read_model(tx: Transaction) -> TransactionRead:
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return TransactionRead(
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id=tx.id,
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amount=tx.amount,
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description=tx.description,
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date=tx.date,
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category_ids=[c.id for c in (tx.categories or [])],
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)
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@router.post("/create", response_model=TransactionRead, status_code=status.HTTP_201_CREATED)
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async def create_transaction(
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payload: TransactionCreate,
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session: AsyncSession = Depends(get_async_session),
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user: User = Depends(current_active_user),
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):
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# Build transaction; set `date` only if provided to let DB default apply otherwise
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tx_kwargs = dict(
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amount=payload.amount,
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description=payload.description,
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user_id=user.id,
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)
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if payload.date is not None:
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parsed_date = payload.date
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if isinstance(parsed_date, str):
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try:
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parsed_date = date.fromisoformat(parsed_date)
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except ValueError:
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raise HTTPException(status_code=400, detail="Invalid date format, expected YYYY-MM-DD")
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tx_kwargs["date"] = parsed_date
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tx = Transaction(**tx_kwargs)
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# Attach categories if provided (and owned by user)
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if payload.category_ids:
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res = await session.execute(
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select(Category).where(
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Category.user_id == user.id, Category.id.in_(payload.category_ids)
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)
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)
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categories = list(res.scalars())
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if len(categories) != len(set(payload.category_ids)):
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raise HTTPException(
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status_code=400,
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detail="Duplicate category IDs provided or one or more categories not found"
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)
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tx.categories = categories
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session.add(tx)
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await session.commit()
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await session.refresh(tx)
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# Ensure categories are loaded
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await session.refresh(tx, attribute_names=["categories"])
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return _to_read_model(tx)
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@router.get("/", response_model=List[TransactionRead])
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async def list_transactions(
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start_date: Optional[date] = None,
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end_date: Optional[date] = None,
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session: AsyncSession = Depends(get_async_session),
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user: User = Depends(current_active_user),
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):
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cond = [Transaction.user_id == user.id]
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if start_date is not None:
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cond.append(Transaction.date >= start_date)
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if end_date is not None:
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cond.append(Transaction.date <= end_date)
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res = await session.execute(
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select(Transaction).where(and_(*cond)).order_by(Transaction.date, Transaction.id)
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)
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txs = list(res.scalars())
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# Eagerly load categories for each transaction
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for tx in txs:
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await session.refresh(tx, attribute_names=["categories"])
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return [_to_read_model(tx) for tx in txs]
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@router.get("/balance_series")
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async def get_balance_series(
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start_date: Optional[date] = None,
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end_date: Optional[date] = None,
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session: AsyncSession = Depends(get_async_session),
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user: User = Depends(current_active_user),
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):
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cond = [Transaction.user_id == user.id]
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if start_date is not None:
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cond.append(Transaction.date >= start_date)
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if end_date is not None:
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cond.append(Transaction.date <= end_date)
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res = await session.execute(
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select(Transaction).where(and_(*cond)).order_by(Transaction.date, Transaction.id)
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)
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txs = list(res.scalars())
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# Group by date and accumulate
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daily = {}
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for tx in txs:
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key = tx.date.isoformat() if hasattr(tx.date, 'isoformat') else str(tx.date)
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daily[key] = daily.get(key, 0.0) + float(tx.amount)
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# Build cumulative series sorted by date
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series = []
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running = 0.0
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for d in sorted(daily.keys()):
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running += daily[d]
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series.append({"date": d, "balance": running})
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return series
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@router.get("/{transaction_id}", response_model=TransactionRead)
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async def get_transaction(
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transaction_id: int,
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session: AsyncSession = Depends(get_async_session),
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user: User = Depends(current_active_user),
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):
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res = await session.execute(
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select(Transaction).where(
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Transaction.id == transaction_id, Transaction.user_id == user.id
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)
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)
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tx: Optional[Transaction] = res.scalar_one_or_none()
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if not tx:
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raise HTTPException(status_code=404, detail="Transaction not found")
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await session.refresh(tx, attribute_names=["categories"])
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return _to_read_model(tx)
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@router.patch("/{transaction_id}/edit", response_model=TransactionRead)
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async def update_transaction(
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transaction_id: int,
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payload: TransactionUpdate,
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session: AsyncSession = Depends(get_async_session),
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user: User = Depends(current_active_user),
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):
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res = await session.execute(
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select(Transaction).where(
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Transaction.id == transaction_id, Transaction.user_id == user.id
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)
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)
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tx: Optional[Transaction] = res.scalar_one_or_none()
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if not tx:
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raise HTTPException(status_code=404, detail="Transaction not found")
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if payload.amount is not None:
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tx.amount = payload.amount
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if payload.description is not None:
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tx.description = payload.description
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if payload.date is not None:
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new_date = payload.date
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if isinstance(new_date, str):
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try:
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new_date = date.fromisoformat(new_date)
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except ValueError:
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raise HTTPException(status_code=400, detail="Invalid date format, expected YYYY-MM-DD")
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tx.date = new_date
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if payload.category_ids is not None:
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# Preload categories to avoid async lazy-load during assignment
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await session.refresh(tx, attribute_names=["categories"])
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if payload.category_ids:
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# Check for duplicate category IDs in the payload
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if len(payload.category_ids) != len(set(payload.category_ids)):
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raise HTTPException(status_code=400, detail="Duplicate category IDs in payload")
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res = await session.execute(
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select(Category).where(
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Category.user_id == user.id, Category.id.in_(payload.category_ids)
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)
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)
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categories = list(res.scalars())
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if len(categories) != len(payload.category_ids):
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raise HTTPException(status_code=400, detail="One or more categories not found")
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tx.categories = categories
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else:
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tx.categories = []
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await session.commit()
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await session.refresh(tx, attribute_names=["categories"])
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return _to_read_model(tx)
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@router.delete("/{transaction_id}/delete", status_code=status.HTTP_204_NO_CONTENT)
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async def delete_transaction(
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transaction_id: int,
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session: AsyncSession = Depends(get_async_session),
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user: User = Depends(current_active_user),
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):
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res = await session.execute(
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select(Transaction).where(
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Transaction.id == transaction_id, Transaction.user_id == user.id
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)
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)
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tx = res.scalar_one_or_none()
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if not tx:
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raise HTTPException(status_code=404, detail="Transaction not found")
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await session.delete(tx)
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await session.commit()
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return None
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@router.post("/{transaction_id}/categories/{category_id}", response_model=TransactionRead)
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async def assign_category(
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transaction_id: int,
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category_id: int,
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session: AsyncSession = Depends(get_async_session),
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user: User = Depends(current_active_user),
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):
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# Load transaction and category ensuring ownership
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res_tx = await session.execute(
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select(Transaction).where(
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Transaction.id == transaction_id, Transaction.user_id == user.id
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)
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)
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tx: Optional[Transaction] = res_tx.scalar_one_or_none()
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if not tx:
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raise HTTPException(status_code=404, detail="Transaction not found")
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res_cat = await session.execute(
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select(Category).where(Category.id == category_id, Category.user_id == user.id)
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)
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cat: Optional[Category] = res_cat.scalar_one_or_none()
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if not cat:
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raise HTTPException(status_code=404, detail="Category not found")
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await session.refresh(tx, attribute_names=["categories"])
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if cat not in tx.categories:
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tx.categories.append(cat)
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await session.commit()
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await session.refresh(tx, attribute_names=["categories"])
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return _to_read_model(tx)
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@router.delete("/{transaction_id}/categories/{category_id}", response_model=TransactionRead)
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async def unassign_category(
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transaction_id: int,
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category_id: int,
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session: AsyncSession = Depends(get_async_session),
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user: User = Depends(current_active_user),
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):
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res_tx = await session.execute(
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select(Transaction).where(
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Transaction.id == transaction_id, Transaction.user_id == user.id
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)
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)
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tx: Optional[Transaction] = res_tx.scalar_one_or_none()
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if not tx:
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raise HTTPException(status_code=404, detail="Transaction not found")
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res_cat = await session.execute(
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select(Category).where(Category.id == category_id, Category.user_id == user.id)
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)
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cat: Optional[Category] = res_cat.scalar_one_or_none()
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if not cat:
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raise HTTPException(status_code=404, detail="Category not found")
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await session.refresh(tx, attribute_names=["categories"])
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if cat in tx.categories:
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tx.categories.remove(cat)
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await session.commit()
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await session.refresh(tx, attribute_names=["categories"])
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return _to_read_model(tx)
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