Files
aurum/backend/app/schemas/transaction.py
ZProger 19f5cfa429 feat: import transactions from a CSV bank statement
Fourth of the four ideas picked from the Maybe/Sure feature audit, and the
last one queued up. A 3-step wizard (account -> column mapping -> preview)
at /transactions/import, parsed entirely client-side (new lib/csv.ts —
delimiter auto-detect, 5 date formats, thousands/decimal-separator-aware
amounts) and submitted through a new all-or-nothing POST /transactions/bulk
endpoint, mirroring backup restore's validate-everything-before-touching-
anything approach.

Co-Authored-By: Claude Sonnet 5 <noreply@anthropic.com>
2026-08-25 02:44:30 +03:00

94 lines
3.5 KiB
Python

from datetime import date as date_
from decimal import Decimal
from pydantic import BaseModel, ConfigDict, Field, field_validator, model_validator
from app.core.text import capitalize_first_letter
from app.models.enums import TransactionType
from app.schemas.account import AccountRead
from app.schemas.category import CategoryRead
from app.schemas.tag import TagRead
class TransactionBase(BaseModel):
account_id: int
category_id: int | None = None
transfer_account_id: int | None = None
type: TransactionType
amount: Decimal = Field(gt=0, max_digits=14, decimal_places=2)
description: str = Field(min_length=1, max_length=255)
merchant: str | None = Field(default=None, max_length=150)
notes: str | None = None
date: date_
# Auto-capitalizes "траты на продукты" -> "Траты на продукты" so mixed
# casing from quick manual entry doesn't need fixing by hand later.
@field_validator("description")
@classmethod
def _capitalize_description(cls, value: str) -> str:
return capitalize_first_letter(value)
@model_validator(mode="after")
def _validate_type_specific_fields(self) -> "TransactionBase":
if self.type == TransactionType.TRANSFER and not self.transfer_account_id:
raise ValueError("transfer_account_id is required for transfer transactions")
if self.type == TransactionType.TRANSFER and self.transfer_account_id == self.account_id:
raise ValueError("transfer_account_id must differ from account_id")
if self.type != TransactionType.TRANSFER and self.transfer_account_id:
raise ValueError("transfer_account_id is only valid for transfer transactions")
if self.type == TransactionType.TRANSFER and self.category_id:
raise ValueError("category_id is not valid for transfer transactions")
return self
class TransactionCreate(TransactionBase):
tag_ids: list[int] = Field(default_factory=list)
class TransactionUpdate(BaseModel):
account_id: int | None = None
category_id: int | None = None
transfer_account_id: int | None = None
type: TransactionType | None = None
amount: Decimal | None = Field(default=None, gt=0, max_digits=14, decimal_places=2)
description: str | None = Field(default=None, min_length=1, max_length=255)
merchant: str | None = Field(default=None, max_length=150)
notes: str | None = None
date: date_ | None = None
# Omitted -> tags untouched; sent (even as []) -> replaces the full tag set.
tag_ids: list[int] | None = None
@field_validator("description")
@classmethod
def _capitalize_description(cls, value: str | None) -> str | None:
return capitalize_first_letter(value) if value is not None else None
class TransactionRead(TransactionBase):
model_config = ConfigDict(from_attributes=True)
id: int
account: AccountRead
category: CategoryRead | None = None
tags: list[TagRead] = Field(default_factory=list)
class TransactionPage(BaseModel):
items: list[TransactionRead]
total: int
page: int
page_size: int
class TransactionBulkCreate(BaseModel):
"""CSV import (see routes/transactions.py's /bulk): the frontend parses
the file and maps its columns client-side, then sends already-shaped
rows here. All-or-nothing — same failure semantics as backup restore, so
a single bad row never leaves a partial import behind."""
items: list[TransactionCreate] = Field(min_length=1, max_length=5000)
class TransactionBulkCreateResult(BaseModel):
created: int