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Initial public release
Aurum — a self-hosted personal finance operating system: cash flow, net worth tracking, budgets, goals, recurring payments, reports, proactive alerts, and a compound-interest returns calculator, all bilingual (RU/EN) and mobile-first. Ships as a three-container Docker Compose stack (Postgres + FastAPI + nginx-served React frontend). See README.md for setup and CONTRIBUTING.md for development.
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ZProger
185
backend/app/services/backup_service.py
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185
backend/app/services/backup_service.py
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"""Full-database JSON backup & restore.
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Exports every row (accounts, categories, transactions, assets, asset
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valuations) as one portable JSON document a user can download from the
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browser and re-upload later. Restore fully REPLACES existing data — it's a
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snapshot restore, not a merge — so the whole operation runs in one DB
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transaction: a corrupt or incompatible file is rejected (referential checks
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run first, before any row is touched), and any failure during the swap rolls
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the database back to exactly where it was, so a bad file never leaves the
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app half-restored.
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"""
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from datetime import datetime, timezone
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from fastapi import HTTPException
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from sqlalchemy import delete, select, text
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from sqlalchemy.ext.asyncio import AsyncSession
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from app.core.config import APP_VERSION
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from app.models.account import Account
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from app.models.asset import Asset, AssetValuation
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from app.models.budget import Budget
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from app.models.category import Category
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from app.models.goal import Goal, GoalContribution
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from app.models.recurring import RecurringTransaction
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from app.models.settings import AppSettings
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from app.models.transaction import Transaction
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from app.schemas.backup import (
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AccountBackup,
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AppSettingsBackup,
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AssetBackup,
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AssetValuationBackup,
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BackupPayload,
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BudgetBackup,
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CategoryBackup,
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GoalBackup,
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GoalContributionBackup,
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RecurringTransactionBackup,
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TransactionBackup,
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)
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BACKUP_FORMAT_VERSION = 1
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async def build_backup(session: AsyncSession) -> BackupPayload:
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accounts = (await session.execute(select(Account))).scalars().all()
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categories = (await session.execute(select(Category))).scalars().all()
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transactions = (await session.execute(select(Transaction))).scalars().all()
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assets = (await session.execute(select(Asset))).scalars().all()
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valuations = (await session.execute(select(AssetValuation))).scalars().all()
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budgets = (await session.execute(select(Budget))).scalars().all()
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goals = (await session.execute(select(Goal))).scalars().all()
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goal_contributions = (await session.execute(select(GoalContribution))).scalars().all()
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recurring_transactions = (await session.execute(select(RecurringTransaction))).scalars().all()
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app_settings = await session.get(AppSettings, 1)
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return BackupPayload(
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aurum_backup_version=BACKUP_FORMAT_VERSION,
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exported_at=datetime.now(timezone.utc),
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app_version=APP_VERSION,
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accounts=[AccountBackup.model_validate(row) for row in accounts],
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categories=[CategoryBackup.model_validate(row) for row in categories],
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transactions=[TransactionBackup.model_validate(row) for row in transactions],
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assets=[AssetBackup.model_validate(row) for row in assets],
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asset_valuations=[AssetValuationBackup.model_validate(row) for row in valuations],
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budgets=[BudgetBackup.model_validate(row) for row in budgets],
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goals=[GoalBackup.model_validate(row) for row in goals],
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goal_contributions=[GoalContributionBackup.model_validate(row) for row in goal_contributions],
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recurring_transactions=[RecurringTransactionBackup.model_validate(row) for row in recurring_transactions],
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app_settings=AppSettingsBackup.model_validate(app_settings) if app_settings else AppSettingsBackup(currency="USD"),
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)
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def _validate_references(payload: BackupPayload) -> None:
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account_ids = {row.id for row in payload.accounts}
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category_ids = {row.id for row in payload.categories}
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asset_ids = {row.id for row in payload.assets}
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for t in payload.transactions:
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if t.account_id not in account_ids:
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raise HTTPException(400, f"Transaction {t.id} references unknown account_id {t.account_id}")
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if t.transfer_account_id is not None and t.transfer_account_id not in account_ids:
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raise HTTPException(
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400, f"Transaction {t.id} references unknown transfer_account_id {t.transfer_account_id}"
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)
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if t.category_id is not None and t.category_id not in category_ids:
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raise HTTPException(400, f"Transaction {t.id} references unknown category_id {t.category_id}")
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for v in payload.asset_valuations:
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if v.asset_id not in asset_ids:
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raise HTTPException(400, f"Asset valuation {v.id} references unknown asset_id {v.asset_id}")
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for b in payload.budgets:
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if b.category_id not in category_ids:
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raise HTTPException(400, f"Budget {b.id} references unknown category_id {b.category_id}")
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goal_ids = {row.id for row in payload.goals}
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for c in payload.goal_contributions:
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if c.goal_id not in goal_ids:
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raise HTTPException(400, f"Goal contribution {c.id} references unknown goal_id {c.goal_id}")
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for r in payload.recurring_transactions:
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if r.account_id not in account_ids:
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raise HTTPException(400, f"Recurring transaction {r.id} references unknown account_id {r.account_id}")
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if r.transfer_account_id is not None and r.transfer_account_id not in account_ids:
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raise HTTPException(
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400,
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f"Recurring transaction {r.id} references unknown transfer_account_id {r.transfer_account_id}",
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)
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if r.category_id is not None and r.category_id not in category_ids:
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raise HTTPException(400, f"Recurring transaction {r.id} references unknown category_id {r.category_id}")
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async def _reset_sequence(session: AsyncSession, table: str, rows: list) -> None:
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"""Bulk-inserting rows with explicit ids doesn't advance the table's
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identity sequence, so the next auto-generated id would collide — bump it
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to max(id) after a restore. `table` is always one of our five hardcoded
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table names, never user input."""
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if not rows:
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return
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max_id = max(row.id for row in rows)
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await session.execute(
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text(f"SELECT setval(pg_get_serial_sequence('{table}', 'id'), :max_id)"), {"max_id": max_id}
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)
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async def restore_backup(session: AsyncSession, payload: BackupPayload) -> None:
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if payload.aurum_backup_version != BACKUP_FORMAT_VERSION:
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raise HTTPException(
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400,
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f"Unsupported backup version {payload.aurum_backup_version} "
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f"(this Aurum version supports {BACKUP_FORMAT_VERSION})",
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)
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_validate_references(payload)
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try:
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# Children before parents.
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await session.execute(delete(AssetValuation))
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await session.execute(delete(Budget))
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await session.execute(delete(GoalContribution))
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await session.execute(delete(Goal))
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await session.execute(delete(RecurringTransaction))
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await session.execute(delete(Transaction))
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await session.execute(delete(Asset))
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await session.execute(delete(Category))
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await session.execute(delete(Account))
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# Parents before children.
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session.add_all(Account(**row.model_dump()) for row in payload.accounts)
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session.add_all(Category(**row.model_dump()) for row in payload.categories)
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session.add_all(Asset(**row.model_dump()) for row in payload.assets)
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session.add_all(Transaction(**row.model_dump()) for row in payload.transactions)
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session.add_all(AssetValuation(**row.model_dump()) for row in payload.asset_valuations)
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session.add_all(Budget(**row.model_dump()) for row in payload.budgets)
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session.add_all(Goal(**row.model_dump()) for row in payload.goals)
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session.add_all(GoalContribution(**row.model_dump()) for row in payload.goal_contributions)
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session.add_all(RecurringTransaction(**row.model_dump()) for row in payload.recurring_transactions)
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await session.flush()
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await _reset_sequence(session, "accounts", payload.accounts)
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await _reset_sequence(session, "categories", payload.categories)
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await _reset_sequence(session, "assets", payload.assets)
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await _reset_sequence(session, "transactions", payload.transactions)
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await _reset_sequence(session, "asset_valuations", payload.asset_valuations)
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await _reset_sequence(session, "budgets", payload.budgets)
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await _reset_sequence(session, "goals", payload.goals)
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await _reset_sequence(session, "goal_contributions", payload.goal_contributions)
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await _reset_sequence(session, "recurring_transactions", payload.recurring_transactions)
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# Singleton row — updated in place, not deleted/recreated (no
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# sequence to reset, id is always 1).
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app_settings = await session.get(AppSettings, 1)
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if app_settings is None:
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session.add(AppSettings(id=1, **payload.app_settings.model_dump()))
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else:
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for field, value in payload.app_settings.model_dump().items():
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setattr(app_settings, field, value)
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await session.commit()
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except HTTPException:
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await session.rollback()
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raise
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except Exception as exc:
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await session.rollback()
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raise HTTPException(400, f"Restore failed, no changes were made: {exc}") from exc
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