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Adds the read+write endpoints the frontend needs to drive a
ProjectionLab-style UX on top of the existing engine.
- /networth, /networth/history — NW total + per-account from
account_snapshot (frontend chart)
- /scenarios CRUD + projection — list/get/create/patch/delete user
scenarios; cartesian read-only
- /scenarios/{id}/life-events — life event CRUD nested under scenario
- /life-events/{id} — patch + delete by id
- /scenarios/{id}/goals,
/goals/{id} — retirement goal CRUD
- /simulate, /compare — sync, no-DB-write what-if endpoints
Auth: Bearer-token dependency on writes + simulate when API_BEARER_TOKEN
is set; reads always open (lock down via Authentik-fronted ingress in
prod). Existing /recompute keeps its bearer auth.
CORS middleware reads FRONTEND_ORIGINS (comma-separated) for the dev
SPA. Lifespan now provisions the SQLAlchemy engine + session_factory
on app.state and disposes them on shutdown.
40 new tests covering happy paths and validation. 172 tests total.
mypy strict + ruff clean (B008 ignore added — Depends() in defaults
is the canonical FastAPI pattern, not a bug).
Co-Authored-By: Claude Opus 4.7 <noreply@anthropic.com>
78 lines
2.9 KiB
Python
78 lines
2.9 KiB
Python
"""Net-worth read endpoints.
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Reads from `fire_planner.account_snapshot` (populated hourly by the
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wealthfolio ingest). Two views:
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- GET /networth → latest snapshot per account, totals
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- GET /networth/history → daily totals + per-account series, for charts
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"""
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from __future__ import annotations
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from collections import defaultdict
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from datetime import date
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from decimal import Decimal
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from fastapi import APIRouter, Depends, Query
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from sqlalchemy import select
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from sqlalchemy.ext.asyncio import AsyncSession
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from fire_planner.api.dependencies import get_session
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from fire_planner.api.schemas import (
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AccountSnapshotOut,
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NetWorthCurrent,
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NetWorthHistory,
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NetWorthHistoryPoint,
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)
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from fire_planner.db import AccountSnapshot
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router = APIRouter(prefix="/networth", tags=["networth"])
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@router.get("", response_model=NetWorthCurrent)
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async def current_networth(session: AsyncSession = Depends(get_session)) -> NetWorthCurrent:
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"""Latest snapshot per account + GBP total."""
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latest_date = (await session.execute(
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select(AccountSnapshot.snapshot_date).order_by(
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AccountSnapshot.snapshot_date.desc()).limit(1))).scalar()
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if latest_date is None:
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return NetWorthCurrent(snapshot_date=date.today(), total_gbp=Decimal("0"), accounts=[])
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rows = (await session.execute(
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select(AccountSnapshot).where(
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AccountSnapshot.snapshot_date == latest_date))).scalars().all()
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accounts = [AccountSnapshotOut.model_validate(r) for r in rows]
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total = sum((a.market_value_gbp for a in accounts), Decimal("0"))
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return NetWorthCurrent(snapshot_date=latest_date, total_gbp=total, accounts=accounts)
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@router.get("/history", response_model=NetWorthHistory)
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async def networth_history(
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session: AsyncSession = Depends(get_session),
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days: int = Query(default=365, ge=1, le=3650, description="Look-back window."),
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) -> NetWorthHistory:
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"""Daily NW total + per-account breakdown for a stacked area chart.
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Picks one row per (account_id, snapshot_date) — wealthfolio ingest
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upserts daily so this is already de-duped, but we group defensively.
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"""
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rows = (await session.execute(
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select(
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AccountSnapshot.snapshot_date,
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AccountSnapshot.account_name,
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AccountSnapshot.market_value_gbp,
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).order_by(AccountSnapshot.snapshot_date))).all()
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if not rows:
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return NetWorthHistory(points=[])
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by_date: dict[date, dict[str, Decimal]] = defaultdict(lambda: defaultdict(lambda: Decimal("0")))
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for snap_date, name, value in rows:
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by_date[snap_date][name] += Decimal(str(value))
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cutoff_idx = max(0, len(by_date) - days)
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sorted_dates = sorted(by_date.keys())[cutoff_idx:]
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points = [
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NetWorthHistoryPoint(
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snapshot_date=d,
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total_gbp=sum(by_date[d].values(), Decimal("0")),
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by_account=dict(by_date[d]),
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) for d in sorted_dates
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]
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return NetWorthHistory(points=points)
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