Initial commit: WealthWise financial analytics platform

2026-02-14 21:16:57 +05:30
commit b8588df583
171 changed files with 29048 additions and 0 deletions
--- a/backend/app/models/transaction.py
+++ b/backend/app/models/transaction.py
@@ -0,0 +1,104 @@
+"""Transaction model for WealthWise.
+
+This module defines the Transaction database model. Transactions represent
+individual financial entries (income, expenses, transfers) within a portfolio.
+"""
+
+import datetime as dt
+from decimal import Decimal
+from enum import Enum
+from typing import TYPE_CHECKING, Optional
+from uuid import UUID
+
+from sqlalchemy import Column, Date, DateTime, ForeignKey, Numeric, String, Text
+from sqlmodel import Field, Relationship, SQLModel
+
+from app.models.base import BaseModel
+
+if TYPE_CHECKING:
+    from app.models.portfolio import Portfolio
+
+
+class TransactionType(str, Enum):
+    """Transaction type enumeration.
+    
+    Defines the possible types of financial transactions:
+    - INCOME: Money coming in (salary, dividends, etc.)
+    - EXPENSE: Money going out (purchases, bills, etc.)
+    - TRANSFER: Movement between accounts/portfolios
+    """
+    INCOME = "income"
+    EXPENSE = "expense"
+    TRANSFER = "transfer"
+
+
+class TransactionBase(SQLModel):
+    """Base Transaction model with common attributes.
+    
+    Attributes:
+        amount: Transaction amount (Decimal for financial precision)
+        transaction_type: Transaction type (income, expense, transfer)
+        date: Transaction date
+        description: Optional transaction description
+        category: Optional transaction category/tag
+    """
+    
+    amount: Decimal = Field(
+        sa_column=Column(Numeric(15, 2), nullable=False),
+        description="Transaction amount",
+    )
+    transaction_type: TransactionType = Field(
+        sa_column=Column(String(20), nullable=False),
+        description="Transaction type: income, expense, or transfer",
+    )
+    transaction_date: dt.date = Field(
+        sa_column=Column(Date, nullable=False),
+        description="Transaction date",
+    )
+    description: Optional[str] = Field(
+        default=None,
+        sa_column=Column(Text, nullable=True),
+        description="Optional transaction description",
+    )
+    category: Optional[str] = Field(
+        default=None,
+        sa_column=Column(String(100), nullable=True),
+        description="Optional transaction category or tag",
+    )
+
+
+class Transaction(BaseModel, TransactionBase, table=True):
+    """Transaction database model.
+    
+    Transactions represent individual financial entries within a portfolio.
+    They track amounts, dates, types, and categorization for financial analysis.
+    
+    Attributes:
+        id: UUID primary key (inherited from BaseModel)
+        portfolio_id: Foreign key to portfolios table
+        amount: Transaction amount with 2 decimal precision
+        transaction_type: Transaction type enum
+        date: Transaction date
+        description: Optional description
+        category: Optional category/tag
+        portfolio: Relationship to parent portfolio
+        created_at: Timestamp (inherited from BaseModel)
+        updated_at: Not used (transactions are immutable after creation)
+    """
+    
+    __tablename__ = "transactions"
+    
+    portfolio_id: UUID = Field(
+        sa_column=Column(
+            ForeignKey("portfolios.id", ondelete="CASCADE"),
+            nullable=False,
+        ),
+        description="Parent portfolio ID",
+    )
+    
+    # Relationships
+    portfolio: "Portfolio" = Relationship(back_populates="transactions")
+    
+    class Config:
+        """Pydantic configuration."""
+        arbitrary_types_allowed = True