Files
finance/backend/app/imports/router.py
T
k1nq d582f15681 feat: add tests for import polling, login page, money utilities, and query keys
- Implemented tests for import polling functionality, ensuring correct behavior for active and terminal import statuses.
- Created tests for the login page, validating user interactions and error handling.
- Added unit tests for money utility functions, covering parsing, formatting, and summation of monetary values.
- Developed tests for query keys, ensuring proper scoping and invalidation roots.

chore: setup testing environment and configuration

- Added setup file for testing with Vitest and Testing Library.
- Configured TypeScript and Vite for the frontend project.
- Created Docker and Nginx configurations for local development and production environments.
- Established a PostgreSQL initialization script for setting up application roles.

docs: add README and environment configuration for infra

- Included README for the infra directory, detailing local development setup and service descriptions.
- Created an example environment configuration file for local development with placeholders for sensitive information.
2026-09-14 09:26:33 +05:00

249 lines
8.0 KiB
Python

import uuid
from typing import Annotated, Any
from fastapi import APIRouter, File, Form, UploadFile
from pydantic import BaseModel, ConfigDict, Field
from app.dependencies import Context, Csrf, Db
from app.imports import service
from app.imports.tasks import enqueue_process_statement
router = APIRouter(prefix="/imports", tags=["imports"])
class ReviewBody(BaseModel):
account_id: uuid.UUID
confirmed_without_full_reconciliation: bool = False
reason: str | None = None
class DecisionBody(BaseModel):
model_config = ConfigDict(populate_by_name=True)
decision: str
duplicate_operation_id: uuid.UUID | None = Field(default=None, alias="duplicateOfOperationId")
class ConfirmBody(BaseModel):
model_config = ConfigDict(populate_by_name=True)
confirmed_without_full_reconciliation: bool = Field(
default=False, alias="confirmedWithoutFullReconciliation"
)
reason: str | None = None
def summary(document: Any) -> dict:
return {
"id": document.id,
"fileName": document.original_filename,
"status": document.status,
"bankAdapter": document.adapter_id or "detecting",
"accountId": document.account_id,
"accountName": None,
"periodFrom": None,
"periodTo": None,
"needsAccountMapping": document.needs_account_mapping,
"errorCode": document.error_code,
"createdAt": document.created_at,
}
@router.get("")
def imports(db: Db, context: Context) -> list[dict]:
return [summary(item) for item in service.list_documents(db, space_id=context.space.id)]
@router.post("", status_code=202)
async def upload(
file: Annotated[UploadFile, File()],
db: Db,
context: Context,
_csrf: Csrf,
account_id: Annotated[uuid.UUID | None, Form(alias="accountId")] = None,
) -> dict:
from app.config import get_settings
raw = await file.read(get_settings().max_upload_bytes + 1)
document, created = service.create_document(
db,
space_id=context.space.id,
user=context.user,
filename=file.filename or "statement",
raw=raw,
account_id=account_id,
)
if created:
db.commit()
try:
enqueue_process_statement(document.id, context.space.id)
except Exception as exc:
from app.db.session import set_space_context
from app.errors import AppError
set_space_context(db, context.space.id)
document = service._document(db, space_id=context.space.id, document_id=document.id)
document.status = "failed"
document.error_code = "IMPORT_QUEUE_FAILED"
db.commit()
raise AppError(
"Import queue is unavailable",
code="IMPORT_QUEUE_FAILED",
status_code=503,
) from exc
return summary(document)
@router.get("/{document_id}")
def detail(document_id: uuid.UUID, db: Db, context: Context) -> dict:
raw = service.document_detail(db, space_id=context.space.id, document_id=document_id)
document = service._document(db, space_id=context.space.id, document_id=document_id)
base = summary(document)
reconciliation = raw.get("reconciliation") or {}
rows = [
{
"id": item["id"],
"externalId": item["external_id"],
"occurredOn": item["occurred_on"],
"amountKopecks": item["amount_kopecks"],
"direction": item["direction"],
"description": item["description"],
"payeeHint": None,
"warnings": (item["warnings"] or {}).get("codes", []),
"decision": "pending" if item["critical"] else item["review_decision"],
"duplicateOfOperationId": item["duplicate_operation_id"],
}
for item in raw["records"]
]
blockers = [
{"code": "IMPORT_FIELD_UNRESOLVED", "message": None, "rowId": str(item["id"])}
for item in raw["records"]
if item["critical"]
]
status = (
"matched"
if reconciliation.get("full")
else "confirmed_without"
if reconciliation.get("confirmed_without_full_reconciliation")
else "not_available"
)
return {
**base,
"failureReason": raw["error_code"],
"blockers": blockers,
"warnings": [],
"reconciliation": {
"status": status,
"openingBalanceKopecks": reconciliation.get("opening_balance_kopecks"),
"closingBalanceKopecks": reconciliation.get("closing_balance_kopecks"),
"computedClosingKopecks": None,
"reason": reconciliation.get("reason"),
},
"rows": rows,
"totals": {
"total": len(rows),
"create": sum(row["decision"] == "create" for row in rows),
"discard": sum(row["decision"] == "discard" for row in rows),
"duplicate": sum(row["decision"] == "duplicate" for row in rows),
"transfer": sum(row["decision"] == "transfer" for row in rows),
},
}
@router.post("/{document_id}/review")
def review(document_id: uuid.UUID, body: ReviewBody, db: Db, context: Context, _csrf: Csrf) -> dict:
document = service.set_review_confirmation(
db,
space_id=context.space.id,
document_id=document_id,
**body.model_dump(),
)
return summary(document)
@router.patch("/{document_id}/rows/{row_id}")
def decide_row(
document_id: uuid.UUID,
row_id: uuid.UUID,
body: DecisionBody,
db: Db,
context: Context,
_csrf: Csrf,
) -> dict:
service.decide_source_record(
db,
space_id=context.space.id,
document_id=document_id,
source_record_id=row_id,
user=context.user,
**body.model_dump(by_alias=False),
)
return detail(document_id, db, context)
@router.post("/{document_id}/confirm")
def confirm(
document_id: uuid.UUID,
body: ConfirmBody,
db: Db,
context: Context,
_csrf: Csrf,
) -> dict:
document = service._document(db, space_id=context.space.id, document_id=document_id)
if body.confirmed_without_full_reconciliation and document.account_id:
service.set_review_confirmation(
db,
space_id=context.space.id,
document_id=document_id,
account_id=document.account_id,
confirmed_without_full_reconciliation=True,
reason=body.reason,
)
document = service.confirm_document(
db, space_id=context.space.id, document_id=document_id, user=context.user
)
return detail(document_id, db, context)
@router.post("/{document_id}/reparse", status_code=202)
def reparse(document_id: uuid.UUID, db: Db, context: Context, _csrf: Csrf) -> dict:
document = service.prepare_reparse(
db, space_id=context.space.id, document_id=document_id, user=context.user
)
db.commit()
from app.db.session import set_space_context
try:
enqueue_process_statement(document.id, context.space.id)
except Exception as exc:
from app.errors import AppError
set_space_context(db, context.space.id)
document = service._document(db, space_id=context.space.id, document_id=document.id)
document.status = "failed"
document.error_code = "IMPORT_QUEUE_FAILED"
db.commit()
raise AppError(
"Import queue is unavailable",
code="IMPORT_QUEUE_FAILED",
status_code=503,
) from exc
set_space_context(db, context.space.id)
return detail(document_id, db, context)
@router.post("/{document_id}/revert")
def revert(document_id: uuid.UUID, db: Db, context: Context, _csrf: Csrf) -> dict:
service.revert_document(
db, space_id=context.space.id, document_id=document_id, user=context.user
)
return detail(document_id, db, context)
@router.delete("/{document_id}/source")
def delete_source(document_id: uuid.UUID, db: Db, context: Context, _csrf: Csrf) -> dict:
document = service.delete_source_file(
db, space_id=context.space.id, document_id=document_id, user=context.user
)
return summary(document)