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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.
108 lines
4.4 KiB
Python
108 lines
4.4 KiB
Python
"""Monthly category budgets: CRUD for the limits themselves, plus
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get_budget_status(), which compares each limit against actual spend for a
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given month — the data behind the Budget page's progress bars and the
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budget_exceeded proactive alert (services/insights_service.py)."""
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import calendar
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from datetime import date
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from decimal import Decimal
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from fastapi import HTTPException
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from sqlalchemy import func, select
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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.models.budget import Budget
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from app.models.category import Category
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from app.models.enums import CategoryKind, TransactionType
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from app.models.transaction import Transaction
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from app.schemas.budget import BudgetCreate, BudgetStatus, BudgetStatusResponse, BudgetUpdate
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_EAGER = (selectinload(Budget.category),)
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def _month_bounds(year: int, month: int) -> tuple[date, date]:
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last_day = calendar.monthrange(year, month)[1]
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return date(year, month, 1), date(year, month, last_day)
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async def list_budgets(session: AsyncSession) -> list[Budget]:
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result = await session.execute(select(Budget).options(*_EAGER).join(Category).order_by(Category.sort_order))
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return list(result.scalars().all())
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async def create_budget(session: AsyncSession, payload: BudgetCreate) -> Budget:
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category = await session.get(Category, payload.category_id)
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if category is None:
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raise HTTPException(status_code=400, detail="Category not found")
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if category.kind != CategoryKind.EXPENSE:
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raise HTTPException(status_code=400, detail="Budgets can only be set on expense categories")
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existing = await session.execute(select(Budget).where(Budget.category_id == payload.category_id))
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if existing.scalar_one_or_none() is not None:
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raise HTTPException(status_code=400, detail=f"'{category.name}' already has a budget")
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budget = Budget(category_id=payload.category_id, monthly_limit=payload.monthly_limit)
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session.add(budget)
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await session.commit()
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refreshed = await session.execute(select(Budget).options(*_EAGER).where(Budget.id == budget.id))
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return refreshed.scalar_one()
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async def update_budget(session: AsyncSession, budget_id: int, payload: BudgetUpdate) -> Budget:
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budget = await session.get(Budget, budget_id)
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if budget is None:
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raise HTTPException(status_code=404, detail="Budget not found")
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budget.monthly_limit = payload.monthly_limit
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await session.commit()
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refreshed = await session.execute(select(Budget).options(*_EAGER).where(Budget.id == budget_id))
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return refreshed.scalar_one()
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async def delete_budget(session: AsyncSession, budget_id: int) -> None:
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budget = await session.get(Budget, budget_id)
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if budget is None:
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raise HTTPException(status_code=404, detail="Budget not found")
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await session.delete(budget)
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await session.commit()
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async def get_budget_status(session: AsyncSession, year: int, month: int) -> BudgetStatusResponse:
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start, end = _month_bounds(year, month)
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budgets = await list_budgets(session)
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if not budgets:
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return BudgetStatusResponse(year=year, month=month, items=[])
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spent_stmt = (
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select(Transaction.category_id, func.coalesce(func.sum(Transaction.amount), 0))
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.where(
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Transaction.category_id.in_([b.category_id for b in budgets]),
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Transaction.type == TransactionType.EXPENSE,
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Transaction.date >= start,
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Transaction.date <= end,
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)
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.group_by(Transaction.category_id)
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)
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spent_by_category: dict[int, Decimal] = {row[0]: row[1] for row in (await session.execute(spent_stmt)).all()}
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items = []
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for budget in budgets:
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spent = spent_by_category.get(budget.category_id, Decimal("0"))
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percent = float(spent / budget.monthly_limit * 100) if budget.monthly_limit else 0.0
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items.append(
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BudgetStatus(
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budget_id=budget.id,
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category_id=budget.category_id,
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category_name=budget.category.name,
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category_color=budget.category.color,
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category_icon=budget.category.icon,
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monthly_limit=budget.monthly_limit,
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spent=spent,
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remaining=budget.monthly_limit - spent,
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percent=percent,
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is_over_budget=spent > budget.monthly_limit,
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)
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)
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return BudgetStatusResponse(year=year, month=month, items=items)
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