3811dc7ee5
I reviewed the backend codebase covering schema, API endpoints, error handling, and tests.
Key changes I implemented:
- Updated `app/models.py`:
- Added `parent_expense_id` and `last_occurrence` fields to the `Expense` model to align with the `add_recurring_expenses.py` migration.
- Added `parent_expense` and `child_expenses` self-referential relationships to the `Expense` model.
- Updated `app/core/exceptions.py`:
- Removed the unused and improperly defined `BalanceCalculationError` class.
I identified areas for future work:
- Create a new Alembic migration if necessary to ensure `parent_expense_id` and `last_occurrence` columns are correctly reflected in the database, or verify the existing `add_recurring_expenses.py` migration's status.
- Significantly improve API test coverage, particularly for:
- Chores module (personal and group)
- Groups, Invites, Lists, Items, OCR endpoints
- Full CRUD operations for Expenses and Settlements
- Recurring expense functionalities.
422 lines
22 KiB
Python
422 lines
22 KiB
Python
# app/models.py
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import enum
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import secrets
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from datetime import datetime, timedelta, timezone
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from sqlalchemy import (
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Column,
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Integer,
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String,
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DateTime,
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ForeignKey,
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Boolean,
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Enum as SAEnum,
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UniqueConstraint,
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Index,
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DDL,
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event,
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delete,
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func,
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text as sa_text,
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Text, # <-- Add Text for description
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Numeric, # <-- Add Numeric for price
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CheckConstraint,
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Date # Added Date for Chore model
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)
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from sqlalchemy.orm import relationship, backref
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from .database import Base
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# --- Enums ---
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class UserRoleEnum(enum.Enum):
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owner = "owner"
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member = "member"
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class SplitTypeEnum(enum.Enum):
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EQUAL = "EQUAL" # Split equally among all involved users
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EXACT_AMOUNTS = "EXACT_AMOUNTS" # Specific amounts for each user (defined in ExpenseSplit)
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PERCENTAGE = "PERCENTAGE" # Percentage for each user (defined in ExpenseSplit)
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SHARES = "SHARES" # Proportional to shares/units (defined in ExpenseSplit)
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ITEM_BASED = "ITEM_BASED" # If an expense is derived directly from item prices and who added them
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# Add more types as needed, e.g., UNPAID (for tracking debts not part of a formal expense)
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class ExpenseSplitStatusEnum(enum.Enum):
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unpaid = "unpaid"
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partially_paid = "partially_paid"
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paid = "paid"
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class ExpenseOverallStatusEnum(enum.Enum):
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unpaid = "unpaid"
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partially_paid = "partially_paid"
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paid = "paid"
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class RecurrenceTypeEnum(enum.Enum):
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DAILY = "DAILY"
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WEEKLY = "WEEKLY"
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MONTHLY = "MONTHLY"
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YEARLY = "YEARLY"
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# Add more types as needed
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# Define ChoreFrequencyEnum
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class ChoreFrequencyEnum(enum.Enum):
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one_time = "one_time"
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daily = "daily"
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weekly = "weekly"
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monthly = "monthly"
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custom = "custom"
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class ChoreTypeEnum(enum.Enum):
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personal = "personal"
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group = "group"
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# --- User Model ---
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class User(Base):
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__tablename__ = "users"
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id = Column(Integer, primary_key=True, index=True)
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email = Column(String, unique=True, index=True, nullable=False)
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hashed_password = Column(String, nullable=False)
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name = Column(String, index=True, nullable=True)
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is_active = Column(Boolean, default=True, nullable=False)
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is_superuser = Column(Boolean, default=False, nullable=False)
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is_verified = Column(Boolean, default=False, nullable=False)
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created_at = Column(DateTime(timezone=True), server_default=func.now(), nullable=False)
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# --- Relationships ---
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created_groups = relationship("Group", back_populates="creator")
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group_associations = relationship("UserGroup", back_populates="user", cascade="all, delete-orphan")
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created_invites = relationship("Invite", back_populates="creator")
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# --- NEW Relationships for Lists/Items ---
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created_lists = relationship("List", foreign_keys="List.created_by_id", back_populates="creator") # Link List.created_by_id -> User
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added_items = relationship("Item", foreign_keys="Item.added_by_id", back_populates="added_by_user") # Link Item.added_by_id -> User
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completed_items = relationship("Item", foreign_keys="Item.completed_by_id", back_populates="completed_by_user") # Link Item.completed_by_id -> User
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# --- End NEW Relationships ---
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# --- Relationships for Cost Splitting ---
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expenses_paid = relationship("Expense", foreign_keys="Expense.paid_by_user_id", back_populates="paid_by_user", cascade="all, delete-orphan")
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expenses_created = relationship("Expense", foreign_keys="Expense.created_by_user_id", back_populates="created_by_user", cascade="all, delete-orphan")
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expense_splits = relationship("ExpenseSplit", foreign_keys="ExpenseSplit.user_id", back_populates="user", cascade="all, delete-orphan")
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settlements_made = relationship("Settlement", foreign_keys="Settlement.paid_by_user_id", back_populates="payer", cascade="all, delete-orphan")
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settlements_received = relationship("Settlement", foreign_keys="Settlement.paid_to_user_id", back_populates="payee", cascade="all, delete-orphan")
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settlements_created = relationship("Settlement", foreign_keys="Settlement.created_by_user_id", back_populates="created_by_user", cascade="all, delete-orphan")
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# --- End Relationships for Cost Splitting ---
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# --- Relationships for Chores ---
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created_chores = relationship("Chore", foreign_keys="[Chore.created_by_id]", back_populates="creator")
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assigned_chores = relationship("ChoreAssignment", back_populates="assigned_user", cascade="all, delete-orphan")
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# --- End Relationships for Chores ---
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# --- Group Model ---
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class Group(Base):
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__tablename__ = "groups"
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id = Column(Integer, primary_key=True, index=True)
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name = Column(String, index=True, nullable=False)
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created_by_id = Column(Integer, ForeignKey("users.id"), nullable=False)
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created_at = Column(DateTime(timezone=True), server_default=func.now(), nullable=False)
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# --- Relationships ---
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creator = relationship("User", back_populates="created_groups")
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member_associations = relationship("UserGroup", back_populates="group", cascade="all, delete-orphan")
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invites = relationship("Invite", back_populates="group", cascade="all, delete-orphan")
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# --- NEW Relationship for Lists ---
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lists = relationship("List", back_populates="group", cascade="all, delete-orphan") # Link List.group_id -> Group
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# --- End NEW Relationship ---
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# --- Relationships for Cost Splitting ---
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expenses = relationship("Expense", foreign_keys="Expense.group_id", back_populates="group", cascade="all, delete-orphan")
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settlements = relationship("Settlement", foreign_keys="Settlement.group_id", back_populates="group", cascade="all, delete-orphan")
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# --- End Relationships for Cost Splitting ---
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# --- Relationship for Chores ---
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chores = relationship("Chore", back_populates="group", cascade="all, delete-orphan")
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# --- End Relationship for Chores ---
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# --- UserGroup Association Model ---
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class UserGroup(Base):
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__tablename__ = "user_groups"
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__table_args__ = (UniqueConstraint('user_id', 'group_id', name='uq_user_group'),)
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id = Column(Integer, primary_key=True, index=True)
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user_id = Column(Integer, ForeignKey("users.id", ondelete="CASCADE"), nullable=False)
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group_id = Column(Integer, ForeignKey("groups.id", ondelete="CASCADE"), nullable=False)
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role = Column(SAEnum(UserRoleEnum, name="userroleenum", create_type=True), nullable=False, default=UserRoleEnum.member)
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joined_at = Column(DateTime(timezone=True), server_default=func.now(), nullable=False)
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user = relationship("User", back_populates="group_associations")
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group = relationship("Group", back_populates="member_associations")
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# --- Invite Model ---
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class Invite(Base):
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__tablename__ = "invites"
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__table_args__ = (
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Index('ix_invites_active_code', 'code', unique=True, postgresql_where=sa_text('is_active = true')),
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)
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id = Column(Integer, primary_key=True, index=True)
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code = Column(String, unique=False, index=True, nullable=False, default=lambda: secrets.token_urlsafe(16))
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group_id = Column(Integer, ForeignKey("groups.id", ondelete="CASCADE"), nullable=False)
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created_by_id = Column(Integer, ForeignKey("users.id"), nullable=False)
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created_at = Column(DateTime(timezone=True), server_default=func.now(), nullable=False)
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expires_at = Column(DateTime(timezone=True), nullable=False, default=lambda: datetime.now(timezone.utc) + timedelta(days=7))
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is_active = Column(Boolean, default=True, nullable=False)
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group = relationship("Group", back_populates="invites")
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creator = relationship("User", back_populates="created_invites")
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# === NEW: List Model ===
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class List(Base):
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__tablename__ = "lists"
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id = Column(Integer, primary_key=True, index=True)
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name = Column(String, index=True, nullable=False)
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description = Column(Text, nullable=True)
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created_by_id = Column(Integer, ForeignKey("users.id"), nullable=False) # Who created this list
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group_id = Column(Integer, ForeignKey("groups.id"), nullable=True) # Which group it belongs to (NULL if personal)
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is_complete = Column(Boolean, default=False, nullable=False)
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created_at = Column(DateTime(timezone=True), server_default=func.now(), nullable=False)
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updated_at = Column(DateTime(timezone=True), server_default=func.now(), onupdate=func.now(), nullable=False)
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version = Column(Integer, nullable=False, default=1, server_default='1')
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# --- Relationships ---
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creator = relationship("User", back_populates="created_lists") # Link to User.created_lists
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group = relationship("Group", back_populates="lists") # Link to Group.lists
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items = relationship("Item", back_populates="list", cascade="all, delete-orphan", order_by="Item.created_at") # Link to Item.list, cascade deletes
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# --- Relationships for Cost Splitting ---
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expenses = relationship("Expense", foreign_keys="Expense.list_id", back_populates="list", cascade="all, delete-orphan")
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# --- End Relationships for Cost Splitting ---
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# === NEW: Item Model ===
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class Item(Base):
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__tablename__ = "items"
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id = Column(Integer, primary_key=True, index=True)
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list_id = Column(Integer, ForeignKey("lists.id", ondelete="CASCADE"), nullable=False) # Belongs to which list
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name = Column(String, index=True, nullable=False)
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quantity = Column(String, nullable=True) # Flexible quantity (e.g., "1", "2 lbs", "a bunch")
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is_complete = Column(Boolean, default=False, nullable=False)
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price = Column(Numeric(10, 2), nullable=True) # For cost splitting later (e.g., 12345678.99)
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added_by_id = Column(Integer, ForeignKey("users.id"), nullable=False) # Who added this item
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completed_by_id = Column(Integer, ForeignKey("users.id"), nullable=True) # Who marked it complete
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created_at = Column(DateTime(timezone=True), server_default=func.now(), nullable=False)
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updated_at = Column(DateTime(timezone=True), server_default=func.now(), onupdate=func.now(), nullable=False)
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version = Column(Integer, nullable=False, default=1, server_default='1')
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# --- Relationships ---
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list = relationship("List", back_populates="items") # Link to List.items
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added_by_user = relationship("User", foreign_keys=[added_by_id], back_populates="added_items") # Link to User.added_items
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completed_by_user = relationship("User", foreign_keys=[completed_by_id], back_populates="completed_items") # Link to User.completed_items
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# --- Relationships for Cost Splitting ---
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# If an item directly results in an expense, or an expense can be tied to an item.
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expenses = relationship("Expense", back_populates="item") # An item might have multiple associated expenses
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# --- End Relationships for Cost Splitting ---
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# === NEW Models for Advanced Cost Splitting ===
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class Expense(Base):
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__tablename__ = "expenses"
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id = Column(Integer, primary_key=True, index=True)
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description = Column(String, nullable=False)
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total_amount = Column(Numeric(10, 2), nullable=False)
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currency = Column(String, nullable=False, default="USD")
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expense_date = Column(DateTime(timezone=True), server_default=func.now(), nullable=False)
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split_type = Column(SAEnum(SplitTypeEnum, name="splittypeenum", create_type=True), nullable=False)
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# Foreign Keys
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list_id = Column(Integer, ForeignKey("lists.id"), nullable=True, index=True)
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group_id = Column(Integer, ForeignKey("groups.id"), nullable=True, index=True)
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item_id = Column(Integer, ForeignKey("items.id"), nullable=True)
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paid_by_user_id = Column(Integer, ForeignKey("users.id"), nullable=False, index=True)
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created_by_user_id = Column(Integer, ForeignKey("users.id"), nullable=False, index=True)
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created_at = Column(DateTime(timezone=True), server_default=func.now(), nullable=False)
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updated_at = Column(DateTime(timezone=True), server_default=func.now(), onupdate=func.now(), nullable=False)
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version = Column(Integer, nullable=False, default=1, server_default='1')
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# Relationships
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paid_by_user = relationship("User", foreign_keys=[paid_by_user_id], back_populates="expenses_paid")
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created_by_user = relationship("User", foreign_keys=[created_by_user_id], back_populates="expenses_created")
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list = relationship("List", foreign_keys=[list_id], back_populates="expenses")
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group = relationship("Group", foreign_keys=[group_id], back_populates="expenses")
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item = relationship("Item", foreign_keys=[item_id], back_populates="expenses")
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splits = relationship("ExpenseSplit", back_populates="expense", cascade="all, delete-orphan")
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parent_expense = relationship("Expense", remote_side=[id], back_populates="child_expenses")
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child_expenses = relationship("Expense", back_populates="parent_expense")
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overall_settlement_status = Column(SAEnum(ExpenseOverallStatusEnum, name="expenseoverallstatusenum", create_type=True), nullable=False, server_default=ExpenseOverallStatusEnum.unpaid.value, default=ExpenseOverallStatusEnum.unpaid)
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# --- Recurrence fields ---
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is_recurring = Column(Boolean, default=False, nullable=False)
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recurrence_pattern_id = Column(Integer, ForeignKey("recurrence_patterns.id"), nullable=True)
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recurrence_pattern = relationship("RecurrencePattern", back_populates="expenses", uselist=False) # One-to-one
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next_occurrence = Column(DateTime(timezone=True), nullable=True) # For recurring expenses
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parent_expense_id = Column(Integer, ForeignKey("expenses.id"), nullable=True)
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last_occurrence = Column(DateTime(timezone=True), nullable=True)
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__table_args__ = (
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# Ensure at least one context is provided
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CheckConstraint('(item_id IS NOT NULL) OR (list_id IS NOT NULL) OR (group_id IS NOT NULL)', name='chk_expense_context'),
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)
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class ExpenseSplit(Base):
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__tablename__ = "expense_splits"
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__table_args__ = (
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UniqueConstraint('expense_id', 'user_id', name='uq_expense_user_split'),
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Index('ix_expense_splits_user_id', 'user_id'), # For looking up user's splits
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)
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id = Column(Integer, primary_key=True, index=True)
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expense_id = Column(Integer, ForeignKey("expenses.id", ondelete="CASCADE"), nullable=False)
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user_id = Column(Integer, ForeignKey("users.id"), nullable=False)
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owed_amount = Column(Numeric(10, 2), nullable=False)
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share_percentage = Column(Numeric(5, 2), nullable=True)
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share_units = Column(Integer, nullable=True)
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created_at = Column(DateTime(timezone=True), server_default=func.now(), nullable=False)
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updated_at = Column(DateTime(timezone=True), server_default=func.now(), onupdate=func.now(), nullable=False)
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# Relationships
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expense = relationship("Expense", back_populates="splits")
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user = relationship("User", foreign_keys=[user_id], back_populates="expense_splits")
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settlement_activities = relationship("SettlementActivity", back_populates="split", cascade="all, delete-orphan")
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# New fields for tracking payment status
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status = Column(SAEnum(ExpenseSplitStatusEnum, name="expensesplitstatusenum", create_type=True), nullable=False, server_default=ExpenseSplitStatusEnum.unpaid.value, default=ExpenseSplitStatusEnum.unpaid)
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paid_at = Column(DateTime(timezone=True), nullable=True) # Timestamp when the split was fully paid
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class Settlement(Base):
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__tablename__ = "settlements"
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id = Column(Integer, primary_key=True, index=True)
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group_id = Column(Integer, ForeignKey("groups.id"), nullable=False, index=True)
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paid_by_user_id = Column(Integer, ForeignKey("users.id"), nullable=False, index=True)
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paid_to_user_id = Column(Integer, ForeignKey("users.id"), nullable=False, index=True)
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amount = Column(Numeric(10, 2), nullable=False)
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settlement_date = Column(DateTime(timezone=True), server_default=func.now(), nullable=False)
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description = Column(Text, nullable=True)
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created_by_user_id = Column(Integer, ForeignKey("users.id"), nullable=False, index=True)
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created_at = Column(DateTime(timezone=True), server_default=func.now(), nullable=False)
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updated_at = Column(DateTime(timezone=True), server_default=func.now(), onupdate=func.now(), nullable=False)
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version = Column(Integer, nullable=False, default=1, server_default='1')
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# Relationships
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group = relationship("Group", foreign_keys=[group_id], back_populates="settlements")
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payer = relationship("User", foreign_keys=[paid_by_user_id], back_populates="settlements_made")
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payee = relationship("User", foreign_keys=[paid_to_user_id], back_populates="settlements_received")
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created_by_user = relationship("User", foreign_keys=[created_by_user_id], back_populates="settlements_created")
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__table_args__ = (
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# Ensure payer and payee are different users
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CheckConstraint('paid_by_user_id != paid_to_user_id', name='chk_settlement_different_users'),
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)
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# Potential future: PaymentMethod model, etc.
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class SettlementActivity(Base):
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__tablename__ = "settlement_activities"
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id = Column(Integer, primary_key=True, index=True)
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expense_split_id = Column(Integer, ForeignKey("expense_splits.id"), nullable=False, index=True)
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paid_by_user_id = Column(Integer, ForeignKey("users.id"), nullable=False, index=True) # User who made this part of the payment
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paid_at = Column(DateTime(timezone=True), server_default=func.now(), nullable=False)
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amount_paid = Column(Numeric(10, 2), nullable=False)
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created_by_user_id = Column(Integer, ForeignKey("users.id"), nullable=False, index=True) # User who recorded this activity
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created_at = Column(DateTime(timezone=True), server_default=func.now(), nullable=False)
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updated_at = Column(DateTime(timezone=True), server_default=func.now(), onupdate=func.now(), nullable=False)
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# --- Relationships ---
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split = relationship("ExpenseSplit", back_populates="settlement_activities")
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payer = relationship("User", foreign_keys=[paid_by_user_id], backref="made_settlement_activities")
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creator = relationship("User", foreign_keys=[created_by_user_id], backref="created_settlement_activities")
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__table_args__ = (
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Index('ix_settlement_activity_expense_split_id', 'expense_split_id'),
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Index('ix_settlement_activity_paid_by_user_id', 'paid_by_user_id'),
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Index('ix_settlement_activity_created_by_user_id', 'created_by_user_id'),
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)
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# --- Chore Model ---
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class Chore(Base):
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__tablename__ = "chores"
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id = Column(Integer, primary_key=True, index=True)
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type = Column(SAEnum(ChoreTypeEnum, name="choretypeenum", create_type=True), nullable=False)
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group_id = Column(Integer, ForeignKey("groups.id", ondelete="CASCADE"), nullable=True, index=True)
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name = Column(String, nullable=False, index=True)
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description = Column(Text, nullable=True)
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created_by_id = Column(Integer, ForeignKey("users.id"), nullable=False, index=True)
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frequency = Column(SAEnum(ChoreFrequencyEnum, name="chorefrequencyenum", create_type=True), nullable=False)
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custom_interval_days = Column(Integer, nullable=True) # Only if frequency is 'custom'
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next_due_date = Column(Date, nullable=False) # Changed to Date
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last_completed_at = Column(DateTime(timezone=True), nullable=True)
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created_at = Column(DateTime(timezone=True), server_default=func.now(), nullable=False)
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updated_at = Column(DateTime(timezone=True), server_default=func.now(), onupdate=func.now(), nullable=False)
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# --- Relationships ---
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group = relationship("Group", back_populates="chores")
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creator = relationship("User", back_populates="created_chores")
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assignments = relationship("ChoreAssignment", back_populates="chore", cascade="all, delete-orphan")
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# --- ChoreAssignment Model ---
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class ChoreAssignment(Base):
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__tablename__ = "chore_assignments"
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id = Column(Integer, primary_key=True, index=True)
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chore_id = Column(Integer, ForeignKey("chores.id", ondelete="CASCADE"), nullable=False, index=True)
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assigned_to_user_id = Column(Integer, ForeignKey("users.id", ondelete="CASCADE"), nullable=False, index=True)
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due_date = Column(Date, nullable=False) # Specific due date for this instance, changed to Date
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is_complete = Column(Boolean, default=False, nullable=False)
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completed_at = Column(DateTime(timezone=True), nullable=True)
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created_at = Column(DateTime(timezone=True), server_default=func.now(), nullable=False)
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updated_at = Column(DateTime(timezone=True), server_default=func.now(), onupdate=func.now(), nullable=False)
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|
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# --- Relationships ---
|
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chore = relationship("Chore", back_populates="assignments")
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assigned_user = relationship("User", back_populates="assigned_chores")
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# === NEW: RecurrencePattern Model ===
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class RecurrencePattern(Base):
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__tablename__ = "recurrence_patterns"
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|
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id = Column(Integer, primary_key=True, index=True)
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type = Column(SAEnum(RecurrenceTypeEnum, name="recurrencetypeenum", create_type=True), nullable=False)
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interval = Column(Integer, default=1, nullable=False) # e.g., every 1 day, every 2 weeks
|
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days_of_week = Column(String, nullable=True) # For weekly recurrences, e.g., "MON,TUE,FRI"
|
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# day_of_month = Column(Integer, nullable=True) # For monthly on a specific day
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# week_of_month = Column(Integer, nullable=True) # For monthly on a specific week (e.g., 2nd week)
|
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# month_of_year = Column(Integer, nullable=True) # For yearly recurrences
|
|
end_date = Column(DateTime(timezone=True), nullable=True)
|
|
max_occurrences = Column(Integer, nullable=True)
|
|
|
|
created_at = Column(DateTime(timezone=True), server_default=func.now(), nullable=False)
|
|
updated_at = Column(DateTime(timezone=True), server_default=func.now(), onupdate=func.now(), nullable=False)
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|
|
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# Relationship back to Expenses that use this pattern (could be one-to-many if patterns are shared)
|
|
# However, the current CRUD implies one RecurrencePattern per Expense if recurring.
|
|
# If a pattern can be shared, this would be a one-to-many (RecurrencePattern to many Expenses).
|
|
# For now, assuming one-to-one as implied by current Expense.recurrence_pattern relationship setup.
|
|
expenses = relationship("Expense", back_populates="recurrence_pattern")
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# === END: RecurrencePattern Model ===
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