220 lines
8.0 KiB
Python
220 lines
8.0 KiB
Python
from flask import (Blueprint, render_template, request, redirect, url_for,
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Response, flash, send_file)
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from flask_login import login_required, current_user
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from app.models.transaction import Transaction
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from app.services.report_service import (
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monthly_report, quarterly_report, yearly_report,
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net_worth_history, category_trends, tax_year_summary,
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take_net_worth_snapshot,
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)
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from app.services.export_service import (
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transactions_to_csv, transactions_to_excel,
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report_to_pdf, build_report_html,
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)
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from datetime import date
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import io
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reports_bp = Blueprint('reports', __name__, url_prefix='/reports')
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_CUR_YEAR = date.today().year
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_CUR_MONTH = date.today().month
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@reports_bp.route('/')
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@login_required
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def index():
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today = date.today()
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# Default: current month summary
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report = monthly_report(today.year, today.month)
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nw_history = net_worth_history()
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cat_trend = category_trends(6)
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years = list(range(_CUR_YEAR, _CUR_YEAR - 5, -1))
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return render_template('reports/index.html',
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report=report,
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nw_history=nw_history,
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cat_trend=cat_trend,
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years=years,
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current_year=_CUR_YEAR,
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current_month=_CUR_MONTH,
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report_type='monthly',
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selected_year=today.year,
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selected_month=today.month,
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selected_quarter=None)
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@reports_bp.route('/monthly')
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@login_required
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def monthly():
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year = request.args.get('year', _CUR_YEAR, type=int)
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month = request.args.get('month', _CUR_MONTH, type=int)
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report = monthly_report(year, month)
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nw_history = net_worth_history()
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cat_trend = category_trends(6)
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years = list(range(_CUR_YEAR, _CUR_YEAR - 5, -1))
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return render_template('reports/index.html',
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report=report,
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nw_history=nw_history,
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cat_trend=cat_trend,
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years=years,
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current_year=_CUR_YEAR,
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current_month=_CUR_MONTH,
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report_type='monthly',
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selected_year=year,
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selected_month=month,
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selected_quarter=None)
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@reports_bp.route('/quarterly')
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@login_required
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def quarterly():
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year = request.args.get('year', _CUR_YEAR, type=int)
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quarter = request.args.get('quarter', ((_CUR_MONTH - 1) // 3) + 1, type=int)
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report = quarterly_report(year, quarter)
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nw_history = net_worth_history()
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cat_trend = category_trends(6)
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years = list(range(_CUR_YEAR, _CUR_YEAR - 5, -1))
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return render_template('reports/index.html',
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report=report,
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nw_history=nw_history,
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cat_trend=cat_trend,
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years=years,
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current_year=_CUR_YEAR,
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current_month=_CUR_MONTH,
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report_type='quarterly',
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selected_year=year,
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selected_month=None,
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selected_quarter=quarter)
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@reports_bp.route('/yearly')
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@login_required
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def yearly():
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year = request.args.get('year', _CUR_YEAR, type=int)
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report = yearly_report(year)
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nw_history = net_worth_history()
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cat_trend = category_trends(12)
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years = list(range(_CUR_YEAR, _CUR_YEAR - 5, -1))
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return render_template('reports/index.html',
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report=report,
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nw_history=nw_history,
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cat_trend=cat_trend,
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years=years,
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current_year=_CUR_YEAR,
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current_month=_CUR_MONTH,
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report_type='yearly',
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selected_year=year,
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selected_month=None,
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selected_quarter=None)
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@reports_bp.route('/tax')
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@login_required
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def tax():
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year = request.args.get('year', _CUR_YEAR, type=int)
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report = tax_year_summary(year)
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years = list(range(_CUR_YEAR, _CUR_YEAR - 5, -1))
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return render_template('reports/tax.html',
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report=report,
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years=years,
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selected_year=year)
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# ── Exports ───────────────────────────────────────────────────────────────────
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@reports_bp.route('/export/csv')
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@login_required
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def export_csv():
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year = request.args.get('year', _CUR_YEAR, type=int)
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month = request.args.get('month', type=int)
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txn_type = request.args.get('type', 'all')
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query = Transaction.query.filter(
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Transaction.date >= date(year, month if month else 1, 1),
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Transaction.date <= date(year, month if month else 12,
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31 if not month else
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__import__('calendar').monthrange(year, month)[1]),
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)
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if txn_type != 'all':
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query = query.filter(Transaction.transaction_type == txn_type)
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transactions = query.order_by(Transaction.date.desc()).all()
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csv_data = transactions_to_csv(transactions)
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label = f'{year}-{month:02d}' if month else str(year)
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filename = f'pfm_transactions_{label}.csv'
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return Response(
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csv_data,
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mimetype='text/csv',
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headers={'Content-Disposition': f'attachment; filename="{filename}"'}
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)
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@reports_bp.route('/export/excel')
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@login_required
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def export_excel():
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year = request.args.get('year', _CUR_YEAR, type=int)
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month = request.args.get('month', type=int)
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query = Transaction.query.filter(
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Transaction.date >= date(year, month if month else 1, 1),
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Transaction.date <= date(year, month if month else 12,
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31 if not month else
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__import__('calendar').monthrange(year, month)[1]),
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Transaction.transaction_type.in_(['income', 'expense']),
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)
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transactions = query.order_by(Transaction.date.desc()).all()
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label = f'{year}-{month:02d}' if month else str(year)
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period_label = f'{year} Month {month}' if month else str(year)
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excel_bytes = transactions_to_excel(transactions, period_label)
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filename = f'pfm_transactions_{label}.xlsx'
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return send_file(
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io.BytesIO(excel_bytes),
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mimetype='application/vnd.openxmlformats-officedocument.spreadsheetml.sheet',
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as_attachment=True,
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download_name=filename,
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)
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@reports_bp.route('/export/pdf')
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@login_required
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def export_pdf():
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report_type = request.args.get('type', 'monthly')
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year = request.args.get('year', _CUR_YEAR, type=int)
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month = request.args.get('month', _CUR_MONTH, type=int)
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quarter = request.args.get('quarter', 1, type=int)
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if report_type == 'yearly':
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report = yearly_report(year)
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elif report_type == 'quarterly':
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report = quarterly_report(year, quarter)
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else:
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report = monthly_report(year, month)
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symbol = current_user.currency_symbol or '$'
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html = build_report_html(report, report_type, symbol)
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pdf = report_to_pdf(html)
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if pdf is None:
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flash('PDF generation failed. WeasyPrint may not be installed.', 'danger')
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return redirect(url_for('reports.index'))
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filename = f'pfm_report_{report["period"].replace(" ", "_")}.pdf'
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return send_file(
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io.BytesIO(pdf),
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mimetype='application/pdf',
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as_attachment=True,
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download_name=filename,
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)
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@reports_bp.route('/snapshot', methods=['POST'])
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@login_required
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def manual_snapshot():
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"""Manually trigger a net worth snapshot."""
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snap = take_net_worth_snapshot()
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flash(f'Net worth snapshot saved: {snap.snapshot_date.strftime("%B %d, %Y")}', 'success')
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return redirect(url_for('reports.index'))
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