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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.
113 lines
4.5 KiB
Python
113 lines
4.5 KiB
Python
from fastapi import APIRouter, Depends, HTTPException
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from sqlalchemy import select
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from sqlalchemy.dialects.postgresql import insert as pg_insert
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from sqlalchemy.ext.asyncio import AsyncSession
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from sqlalchemy.orm import selectinload
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from app.api.deps import get_session
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from app.models.asset import Asset, AssetValuation
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from app.schemas.asset import AssetCreate, AssetRead, AssetUpdate, AssetValuationCreate, AssetValuationRead
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router = APIRouter(prefix="/assets", tags=["assets"])
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_EAGER = (selectinload(Asset.valuations),)
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def _to_read(asset: Asset) -> AssetRead:
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latest = asset.valuations[-1] if asset.valuations else None
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return AssetRead(
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id=asset.id,
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name=asset.name,
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asset_class=asset.asset_class,
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currency=asset.currency,
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notes=asset.notes,
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capital_role=asset.capital_role,
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monthly_cash_flow=asset.monthly_cash_flow,
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current_value=latest.value if latest else 0,
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as_of_date=latest.as_of_date if latest else asset.created_at.date(),
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)
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@router.get("", response_model=list[AssetRead])
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async def list_assets(session: AsyncSession = Depends(get_session)) -> list[AssetRead]:
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result = await session.execute(select(Asset).options(*_EAGER).order_by(Asset.name))
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return [_to_read(asset) for asset in result.scalars().all()]
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@router.post("", response_model=AssetRead, status_code=201)
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async def create_asset(payload: AssetCreate, session: AsyncSession = Depends(get_session)) -> AssetRead:
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asset = Asset(
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name=payload.name,
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asset_class=payload.asset_class,
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currency=payload.currency,
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notes=payload.notes,
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capital_role=payload.capital_role,
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monthly_cash_flow=payload.monthly_cash_flow,
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)
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session.add(asset)
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await session.flush()
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session.add(AssetValuation(asset_id=asset.id, value=payload.value, as_of_date=payload.as_of_date))
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await session.commit()
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refreshed = await session.execute(select(Asset).options(*_EAGER).where(Asset.id == asset.id))
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return _to_read(refreshed.scalar_one())
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@router.patch("/{asset_id}", response_model=AssetRead)
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async def update_asset(asset_id: int, payload: AssetUpdate, session: AsyncSession = Depends(get_session)) -> AssetRead:
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result = await session.execute(select(Asset).options(*_EAGER).where(Asset.id == asset_id))
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asset = result.scalar_one_or_none()
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if asset is None:
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raise HTTPException(status_code=404, detail="Asset not found")
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for field, value in payload.model_dump(exclude_unset=True).items():
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setattr(asset, field, value)
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await session.commit()
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await session.refresh(asset, attribute_names=["valuations"])
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return _to_read(asset)
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@router.post("/{asset_id}/valuations", response_model=AssetRead)
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async def add_asset_valuation(
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asset_id: int, payload: AssetValuationCreate, session: AsyncSession = Depends(get_session)
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) -> AssetRead:
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"""Records (or corrects) an asset's value as of a date. Re-submitting the
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same date updates that day's value instead of erroring, so users can fix
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a typo without needing a separate edit flow."""
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asset = await session.get(Asset, asset_id)
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if asset is None:
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raise HTTPException(status_code=404, detail="Asset not found")
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upsert_stmt = (
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pg_insert(AssetValuation)
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.values(asset_id=asset_id, value=payload.value, as_of_date=payload.as_of_date)
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.on_conflict_do_update(
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index_elements=[AssetValuation.asset_id, AssetValuation.as_of_date],
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set_={"value": payload.value},
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)
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)
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await session.execute(upsert_stmt)
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await session.commit()
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refreshed = await session.execute(select(Asset).options(*_EAGER).where(Asset.id == asset_id))
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return _to_read(refreshed.scalar_one())
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@router.get("/{asset_id}/valuations", response_model=list[AssetValuationRead])
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async def list_asset_valuations(asset_id: int, session: AsyncSession = Depends(get_session)) -> list[AssetValuation]:
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asset = await session.get(Asset, asset_id)
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if asset is None:
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raise HTTPException(status_code=404, detail="Asset not found")
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result = await session.execute(
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select(AssetValuation).where(AssetValuation.asset_id == asset_id).order_by(AssetValuation.as_of_date)
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)
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return list(result.scalars().all())
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@router.delete("/{asset_id}", status_code=204)
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async def delete_asset(asset_id: int, session: AsyncSession = Depends(get_session)) -> None:
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asset = await session.get(Asset, asset_id)
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if asset is None:
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raise HTTPException(status_code=404, detail="Asset not found")
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await session.delete(asset)
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await session.commit()
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