06/01 Implement PDF statement file import

app/routes/bank_import.py

@@ -0,0 +1,106 @@
+import json
+import logging
+from flask import Blueprint, render_template, request, jsonify
+from flask_login import login_required
+from app.models.account import Account
+from app.models.category import Category
+from app.services.bank_import_service import parse_file, do_import
+
+bank_import_bp = Blueprint('bank_import', __name__, url_prefix='/bank-import')
+log = logging.getLogger(__name__)
+
+ALLOWED_EXTENSIONS = {'csv', 'ofx', 'qfx', 'txt', 'pdf'}
+
+
+@bank_import_bp.route('/')
+@login_required
+def index():
+    accounts   = Account.query.filter_by(is_active=True).order_by(Account.name).all()
+    categories = Category.query.filter_by(is_active=True).order_by(Category.name).all()
+    return render_template('bank_import/index.html',
+                           accounts=accounts,
+                           categories=categories)
+
+
+@bank_import_bp.route('/parse', methods=['POST'])
+@login_required
+def parse():
+    """
+    Accepts a multipart/form-data POST with:
+      file      — the bank statement file
+      col_map   — JSON string (optional); user-supplied column mapping
+
+    Returns JSON with parsed rows, detected format, errors, or needs_mapping flag.
+    """
+    f = request.files.get('file')
+    if not f or not f.filename:
+        return jsonify({'error': 'No file uploaded'}), 400
+
+    ext = f.filename.rsplit('.', 1)[-1].lower() if '.' in f.filename else ''
+    if ext not in ALLOWED_EXTENSIONS:
+        return jsonify({'error': f'Unsupported file type: .{ext}. Use CSV, OFX, or QFX.'}), 400
+
+    col_map = None
+    raw_map = request.form.get('col_map', '')
+    if raw_map:
+        try:
+            col_map = json.loads(raw_map)
+        except (ValueError, TypeError):
+            return jsonify({'error': 'Invalid col_map JSON'}), 400
+
+    file_bytes = f.read()
+    log.info('[bank_import] parse request: filename=%s size=%d bytes', f.filename, len(file_bytes))
+
+    try:
+        result = parse_file(file_bytes, f.filename, col_map=col_map)
+    except Exception as e:
+        log.error('[bank_import] parse failed: %s', e, exc_info=True)
+        return jsonify({'error': f'Failed to parse file: {e}'}), 500
+
+    return jsonify(result)
+
+
+@bank_import_bp.route('/import', methods=['POST'])
+@login_required
+def confirm_import():
+    """
+    Accepts JSON:
+      {
+        "account_id": int,
+        "skip_dupes": bool,
+        "rows": [
+          {"date": "YYYY-MM-DD", "transaction_type": "expense|income",
+           "amount": float, "description": str, "category_id": int|null,
+           "notes": str, "source_id": str|null},
+          ...
+        ]
+      }
+    Returns {"imported": N, "skipped": N}.
+    """
+    data = request.get_json()
+    if not data:
+        return jsonify({'error': 'No JSON payload'}), 400
+
+    rows       = data.get('rows', [])
+    account_id = data.get('account_id')
+    skip_dupes = data.get('skip_dupes', True)
+
+    if not rows:
+        return jsonify({'error': 'No rows provided'}), 400
+    if not account_id:
+        return jsonify({'error': 'account_id is required'}), 400
+
+    # Validate account exists
+    acct = Account.query.get(int(account_id))
+    if not acct:
+        return jsonify({'error': f'Account {account_id} not found'}), 400
+
+    log.info('[bank_import] importing %d rows into account_id=%s skip_dupes=%s',
+             len(rows), account_id, skip_dupes)
+    try:
+        imported, skipped = do_import(rows, int(account_id), skip_dupes=skip_dupes)
+    except Exception as e:
+        log.error('[bank_import] import failed: %s', e, exc_info=True)
+        return jsonify({'error': f'Import failed: {e}'}), 500
+
+    return jsonify({'imported': imported, 'skipped': skipped})