"""Long-range spending reports — the analysis the month-scoped Dashboard breakdown can't answer on its own: "how much did I spend on X this month, and how much in total over N years" (single-category detail), and "which categories cost the most over this whole period" (ranking, across all categories of one kind at once, not just the current month). """ from datetime import date as date_ from decimal import Decimal from fastapi import HTTPException from sqlalchemy import extract, func, select from sqlalchemy.ext.asyncio import AsyncSession from app.models.category import Category from app.models.enums import CategoryKind, TransactionType from app.models.transaction import Transaction from app.schemas.reports import ( CategoryRankingItem, CategoryRankingReport, CategorySpendingPoint, CategorySpendingReport, ) def _next_month(year: int, month: int) -> tuple[int, int]: return (year + 1, 1) if month == 12 else (year, month + 1) async def get_category_spending_report( session: AsyncSession, category_id: int, start_date: date_ | None, end_date: date_ | None ) -> CategorySpendingReport: category = await session.get(Category, category_id) if category is None: raise HTTPException(status_code=404, detail="Category not found") bounds_stmt = select(func.min(Transaction.date), func.max(Transaction.date)).where( Transaction.category_id == category_id ) if start_date: bounds_stmt = bounds_stmt.where(Transaction.date >= start_date) if end_date: bounds_stmt = bounds_stmt.where(Transaction.date <= end_date) min_date, max_date = (await session.execute(bounds_stmt)).one() effective_start = start_date or min_date effective_end = end_date or max_date empty = CategorySpendingReport( category_id=category.id, category_name=category.name, category_color=category.color, category_icon=category.icon, start_date=effective_start, end_date=effective_end, total_amount=Decimal("0"), transaction_count=0, average_per_month=Decimal("0"), series=[], ) if effective_start is None or effective_end is None: return empty rows_stmt = ( select( extract("year", Transaction.date).label("year"), extract("month", Transaction.date).label("month"), func.sum(Transaction.amount).label("amount"), func.count(Transaction.id).label("cnt"), ) .where( Transaction.category_id == category_id, Transaction.date >= effective_start, Transaction.date <= effective_end, ) .group_by("year", "month") ) rows = (await session.execute(rows_stmt)).all() by_month: dict[tuple[int, int], Decimal] = {(int(row.year), int(row.month)): row.amount for row in rows} total_amount = sum((row.amount for row in rows), Decimal("0")) total_count = sum(row.cnt for row in rows) series: list[CategorySpendingPoint] = [] year, month = effective_start.year, effective_start.month while (year, month) <= (effective_end.year, effective_end.month): series.append(CategorySpendingPoint(year=year, month=month, amount=by_month.get((year, month), Decimal("0")))) year, month = _next_month(year, month) months_count = len(series) average_per_month = (total_amount / months_count).quantize(Decimal("0.01")) if months_count else Decimal("0") return CategorySpendingReport( category_id=category.id, category_name=category.name, category_color=category.color, category_icon=category.icon, start_date=effective_start, end_date=effective_end, total_amount=total_amount, transaction_count=total_count, average_per_month=average_per_month, series=series, ) _KIND_TO_TRANSACTION_TYPE = { CategoryKind.EXPENSE: TransactionType.EXPENSE, CategoryKind.INCOME: TransactionType.INCOME, } async def get_category_ranking_report( session: AsyncSession, kind: CategoryKind, start_date: date_ | None, end_date: date_ | None ) -> CategoryRankingReport: """All categories of one kind, ranked by total spent/earned over an arbitrary period — "which category costs the most" across the whole range, unlike the month-scoped Dashboard breakdown or the single-category detail above.""" stmt = ( select( Category.id, Category.name, Category.color, Category.icon, func.sum(Transaction.amount).label("amount"), func.count(Transaction.id).label("cnt"), ) .join(Category, Category.id == Transaction.category_id) .where(Category.kind == kind, Transaction.type == _KIND_TO_TRANSACTION_TYPE[kind]) ) if start_date: stmt = stmt.where(Transaction.date >= start_date) if end_date: stmt = stmt.where(Transaction.date <= end_date) stmt = stmt.group_by(Category.id, Category.name, Category.color, Category.icon, Category.sort_order) stmt = stmt.order_by(func.sum(Transaction.amount).desc(), Category.sort_order) rows = (await session.execute(stmt)).all() total_amount = sum((row.amount for row in rows), Decimal("0")) def _percent(amount: Decimal) -> float: return float(amount / total_amount * 100) if total_amount else 0.0 items = [ CategoryRankingItem( category_id=cat_id, name=name, color=color, icon=icon, amount=amount, percent=_percent(amount), transaction_count=cnt, ) for cat_id, name, color, icon, amount, cnt in rows ] return CategoryRankingReport( start_date=start_date, end_date=end_date, total_amount=total_amount, items=items )