Added transactions CSV / JSON file export.

2026-03-14 22:26:35 -04:00 · 2026-03-14 22:26:35 -04:00 · 9cb2d562d8
parent 1ff3ac5058
commit 9cb2d562d8
6 changed files with 182 additions and 88 deletions
--- a/finnow-api/source/transaction/api.d
+++ b/finnow-api/source/transaction/api.d
@ -22,7 +22,7 @@ import util.data;

 immutable DEFAULT_TRANSACTION_PAGE = PageRequest(1, 10, [Sort("txn.timestamp", SortDir.DESC)]);

-@PathMapping(HttpMethod.GET, PROFILE_PATH ~ "/transactions")
+@GetMapping(PROFILE_PATH ~ "/transactions")
 void handleGetTransactions(ref ServerHttpRequest request, ref ServerHttpResponse response) {
    ProfileDataSource ds = getProfileDataSource(request);
    PageRequest pr = PageRequest.parse(request, DEFAULT_TRANSACTION_PAGE);
@ -30,7 +30,7 @@ void handleGetTransactions(ref ServerHttpRequest request, ref ServerHttpResponse
    writeJsonBody(response, responsePage);
 }

-@PathMapping(HttpMethod.GET, PROFILE_PATH ~ "/transactions/search")
+@GetMapping(PROFILE_PATH ~ "/transactions/search")
 void handleSearchTransactions(ref ServerHttpRequest request, ref ServerHttpResponse response) {
    ProfileDataSource ds = getProfileDataSource(request);
    PageRequest pr = PageRequest.parse(request, DEFAULT_TRANSACTION_PAGE);
@ -38,7 +38,13 @@ void handleSearchTransactions(ref ServerHttpRequest request, ref ServerHttpRespo
    writeJsonBody(response, page);
 }

-@PathMapping(HttpMethod.GET, PROFILE_PATH ~ "/transactions/:transactionId:ulong")
+@GetMapping(PROFILE_PATH ~ "/transactions/export")
+void handleExportTransactions(ref ServerHttpRequest request, ref ServerHttpResponse response) {
+    ProfileDataSource ds = getProfileDataSource(request);
+    exportTransactionsToFile(ds, request, response);
+}
+
+@GetMapping(PROFILE_PATH ~ "/transactions/:transactionId:ulong")
 void handleGetTransaction(ref ServerHttpRequest request, ref ServerHttpResponse response) {
    ProfileDataSource ds = getProfileDataSource(request);
    TransactionDetail txn = getTransaction(ds, getTransactionIdOrThrow(request));
@ -47,7 +53,7 @@ void handleGetTransaction(ref ServerHttpRequest request, ref ServerHttpResponse
    response.writeBodyString(jsonStr, "application/json");
 }

-@PathMapping(HttpMethod.POST, PROFILE_PATH ~ "/transactions")
+@PostMapping(PROFILE_PATH ~ "/transactions")
 void handleAddTransaction(ref ServerHttpRequest request, ref ServerHttpResponse response) {
    import asdf : serializeToJson;
    auto fullPayload = parseMultipartFilesAndBody!AddTransactionPayload(request);
@ -57,7 +63,7 @@ void handleAddTransaction(ref ServerHttpRequest request, ref ServerHttpResponse
    response.writeBodyString(jsonStr, "application/json");
 }

-@PathMapping(HttpMethod.PUT, PROFILE_PATH ~ "/transactions/:transactionId:ulong")
+@PutMapping(PROFILE_PATH ~ "/transactions/:transactionId:ulong")
 void handleUpdateTransaction(ref ServerHttpRequest request, ref ServerHttpResponse response) {
    import asdf : serializeToJson;
    ProfileDataSource ds = getProfileDataSource(request);
@ -68,14 +74,14 @@ void handleUpdateTransaction(ref ServerHttpRequest request, ref ServerHttpRespon
    response.writeBodyString(jsonStr, "application/json");
 }

-@PathMapping(HttpMethod.DELETE, PROFILE_PATH ~ "/transactions/:transactionId:ulong")
+@DeleteMapping(PROFILE_PATH ~ "/transactions/:transactionId:ulong")
 void handleDeleteTransaction(ref ServerHttpRequest request, ref ServerHttpResponse response) {
    ProfileDataSource ds = getProfileDataSource(request);
    ulong txnId = getTransactionIdOrThrow(request);
    deleteTransaction(ds, txnId);
 }

-@PathMapping(HttpMethod.GET, PROFILE_PATH ~ "/transaction-tags")
+@GetMapping(PROFILE_PATH ~ "/transaction-tags")
 void handleGetAllTags(ref ServerHttpRequest request, ref ServerHttpResponse response) {
    ProfileDataSource ds = getProfileDataSource(request);
    string[] tags = ds.getTransactionTagRepository().findAll();
@ -88,14 +94,14 @@ private ulong getTransactionIdOrThrow(in ServerHttpRequest request) {

 // Vendors API

-@PathMapping(HttpMethod.GET, PROFILE_PATH ~ "/vendors")
+@GetMapping(PROFILE_PATH ~ "/vendors")
 void handleGetVendors(ref ServerHttpRequest request, ref ServerHttpResponse response) {
    ProfileDataSource ds = getProfileDataSource(request);
    TransactionVendor[] vendors = getAllVendors(ds);
    writeJsonBody(response, vendors);
 }

-@PathMapping(HttpMethod.GET, PROFILE_PATH ~ "/vendors/:vendorId:ulong")
+@GetMapping(PROFILE_PATH ~ "/vendors/:vendorId:ulong")
 void handleGetVendor(ref ServerHttpRequest request, ref ServerHttpResponse response) {
    ProfileDataSource ds = getProfileDataSource(request);
    TransactionVendor vendor = getVendor(ds, getVendorId(request));
@ -107,7 +113,7 @@ struct VendorPayload {
    string description;
 }

-@PathMapping(HttpMethod.POST, PROFILE_PATH ~ "/vendors")
+@PostMapping(PROFILE_PATH ~ "/vendors")
 void handleCreateVendor(ref ServerHttpRequest request, ref ServerHttpResponse response) {
    VendorPayload payload = readJsonBodyAs!VendorPayload(request);
    ProfileDataSource ds = getProfileDataSource(request);
@ -115,7 +121,7 @@ void handleCreateVendor(ref ServerHttpRequest request, ref ServerHttpResponse re
    writeJsonBody(response, vendor);
 }

-@PathMapping(HttpMethod.PUT, PROFILE_PATH ~ "/vendors/:vendorId:ulong")
+@PutMapping(PROFILE_PATH ~ "/vendors/:vendorId:ulong")
 void handleUpdateVendor(ref ServerHttpRequest request, ref ServerHttpResponse response) {
    VendorPayload payload = readJsonBodyAs!VendorPayload(request);
    ProfileDataSource ds = getProfileDataSource(request);
@ -123,7 +129,7 @@ void handleUpdateVendor(ref ServerHttpRequest request, ref ServerHttpResponse re
    writeJsonBody(response, updated);
 }

-@PathMapping(HttpMethod.DELETE, PROFILE_PATH ~ "/vendors/:vendorId:ulong")
+@DeleteMapping(PROFILE_PATH ~ "/vendors/:vendorId:ulong")
 void handleDeleteVendor(ref ServerHttpRequest request, ref ServerHttpResponse response) {
    ProfileDataSource ds = getProfileDataSource(request);
    deleteVendor(ds, getVendorId(request));
@ -172,7 +178,7 @@ struct CategoryPayload {
    Nullable!ulong parentId;
 }

-@PathMapping(HttpMethod.POST, PROFILE_PATH ~ "/categories")
+@PostMapping(PROFILE_PATH ~ "/categories")
 void handleCreateCategory(ref ServerHttpRequest request, ref ServerHttpResponse response) {
    CategoryPayload payload = readJsonBodyAs!CategoryPayload(request);
    ProfileDataSource ds = getProfileDataSource(request);
@ -180,7 +186,7 @@ void handleCreateCategory(ref ServerHttpRequest request, ref ServerHttpResponse
    writeJsonBody(response, category);
 }

-@PathMapping(HttpMethod.PUT, PROFILE_PATH ~ "/categories/:categoryId:ulong")
+@PutMapping(PROFILE_PATH ~ "/categories/:categoryId:ulong")
 void handleUpdateCategory(ref ServerHttpRequest request, ref ServerHttpResponse response) {
    CategoryPayload payload = readJsonBodyAs!CategoryPayload(request);
    ProfileDataSource ds = getProfileDataSource(request);
@ -189,7 +195,7 @@ void handleUpdateCategory(ref ServerHttpRequest request, ref ServerHttpResponse
    writeJsonBody(response, category);
 }

-@PathMapping(HttpMethod.DELETE, PROFILE_PATH ~ "/categories/:categoryId:ulong")
+@DeleteMapping(PROFILE_PATH ~ "/categories/:categoryId:ulong")
 void handleDeleteCategory(ref ServerHttpRequest request, ref ServerHttpResponse response) {
    ProfileDataSource ds = getProfileDataSource(request);
    ulong categoryId = getCategoryId(request);
--- a/finnow-api/source/transaction/service.d
+++ b/finnow-api/source/transaction/service.d
@ -1,6 +1,7 @@
 module transaction.service;

 import handy_http_primitives;
+import streams : isByteOutputStream;
 import std.datetime;
 import slf4d;

@ -271,6 +272,93 @@ void updateAttachments(
    }
 }

+/**
+ * Exports transaction data to a file for download.
+ * Params:
+ *   ds = The profile datasource to use.
+ *   request = The request to read filter parameters from.
+ *   fileFormat = The file format to write.
+ */
+void exportTransactionsToFile(
+    ProfileDataSource ds,
+    in ServerHttpRequest request,
+    ref ServerHttpResponse response
+) {
+    Page!TransactionsListItem data = ds.getTransactionRepository()
+        .search(PageRequest.unpaged(), request);
+    ExportFileFormat fileFormat = getPreferredExportFileFormat(request);
+    if (fileFormat == ExportFileFormat.JSON) {
+        import handy_http_data : writeJsonBody;
+        addFileExportHeaders(response, "transactions.json", ContentTypes.APPLICATION_JSON);
+        writeJsonBody(response, data.items);
+    } else if (fileFormat == ExportFileFormat.CSV) {
+        addFileExportHeaders(response, "transactions.csv", ContentTypes.TEXT_CSV);
+        writeTransactionsCsvExport(&response.outputStream, data.items);
+    } else {
+        throw new HttpStatusException(
+            HttpStatus.BAD_REQUEST,
+            "Invalid file export format requested. JSON or CSV are permitted."
+        );
+    }
+}
+
+private void writeTransactionsCsvExport(S)(
+    S outputStream,
+    in TransactionsListItem[] items
+) if (isByteOutputStream!S) {
+    import util.csv;
+    import std.format : format;
+    import std.conv : to;
+    import std.string : join;
+    CsvStreamWriter!S csv = CsvStreamWriter!(S)(outputStream);
+    csv
+        .append("ID")
+        .append("Timestamp")
+        .append("Added to Finnow")
+        .append("Amount")
+        .append("Currency")
+        .append("Description")
+        .append("Internal Transfer")
+        .append("Vendor")
+        .append("Category")
+        .append("Credited Account")
+        .append("Credited Account Type")
+        .append("Credited Account Number")
+        .append("Debited Account")
+        .append("Debited Account Type")
+        .append("Debited Account Number")
+        .append("tags")
+        .newLine();
+    
+    foreach (item; items) {
+        string tagsStr = join(item.tags, ",");
+        if (tagsStr.length > 0) {
+            tagsStr = "\"" ~ tagsStr ~ "\"";
+        }
+        csv
+            .append(item.id)
+            .append(item.timestamp)
+            .append(item.addedAt)
+            .append(format(
+                "%." ~ item.currency.fractionalDigits.to!string ~ "f",
+                MoneyValue(item.currency, item.amount).toFloatingPoint()
+            ))
+            .append(item.currency.code)
+            .append(item.description)
+            .append(item.internalTransfer)
+            .append(item.vendor.mapIfPresent!(v => v.name).orElse(null))
+            .append(item.category.mapIfPresent!(c => c.name).orElse(null))
+            .append(item.creditedAccount.mapIfPresent!(a => a.name).orElse(null))
+            .append(item.creditedAccount.mapIfPresent!(a => a.type).orElse(null))
+            .append(item.creditedAccount.mapIfPresent!(a => "#" ~ a.numberSuffix).orElse(null))
+            .append(item.debitedAccount.mapIfPresent!(a => a.name).orElse(null))
+            .append(item.debitedAccount.mapIfPresent!(a => a.type).orElse(null))
+            .append(item.debitedAccount.mapIfPresent!(a => "#" ~ a.numberSuffix).orElse(null))
+            .append(tagsStr)
+            .newLine();
+    }
+}
+
 // Vendors Services

 TransactionVendor[] getAllVendors(ProfileDataSource ds) {
--- a/finnow-api/source/util/data.d
+++ b/finnow-api/source/util/data.d
@ -136,3 +136,47 @@ struct TimeRange {
    Optional!SysTime fromTime;
    Optional!SysTime toTime;
 }
+
+enum ExportFileFormat {
+    JSON,
+    CSV
+}
+
+ExportFileFormat getPreferredExportFileFormat(in ServerHttpRequest request) {
+    if ("Accept" in request.headers) {
+        string acceptStr = request.getHeaderAs!string("Accept");
+        if (acceptStr !is null && acceptStr == ContentTypes.TEXT_CSV) {
+            return ExportFileFormat.CSV;
+        }
+    }
+    string fileFormatStr = request.getParamAs!string("file-format");
+    if (fileFormatStr !is null && fileFormatStr == ContentTypes.TEXT_CSV) {
+        return ExportFileFormat.CSV;
+    }
+    return ExportFileFormat.JSON; // JSON is the fallback if CSV is not requested.
+}
+
+void addFileExportHeaders(
+    ref ServerHttpResponse response,
+    string filename,
+    string contentType,
+    bool includeTimestampSuffix = true
+) {
+    response.headers.add("Content-Type", contentType);
+    if (includeTimestampSuffix) {
+        import std.format : format;
+        import std.string : lastIndexOf;
+        SysTime now = Clock.currTime(UTC());
+        string timeStr = format!"_%04d-%02d-%02d_%02d-%02d-%02d"(
+            now.year, now.month, now.day,
+            now.hour, now.minute, now.second
+        );
+        ptrdiff_t dotIdx = lastIndexOf(filename, '.');
+        if (dotIdx == -1) {
+            filename = filename ~ timeStr;
+        } else {
+            filename = filename[0..dotIdx] ~ timeStr ~ filename[dotIdx..$];
+        }
+    }
+    response.headers.add("Content-Disposition", "attachment; filename=" ~ filename);
+}
--- a/finnow-api/source/util/pagination.d
+++ b/finnow-api/source/util/pagination.d
@ -151,6 +151,7 @@ struct Page(T) {
 }

 private ulong getTotalPageCount(ulong totalElements, ulong pageSize) {
+    if (pageSize == 0) return totalElements > 0 ? 1 : 0;
    return totalElements / pageSize + (totalElements % pageSize > 0 ? 1 : 0);
 }

@ -163,4 +164,6 @@ unittest {
    assert(getTotalPageCount(5, 6) == 1);
    assert(getTotalPageCount(5, 123) == 1);
    assert(getTotalPageCount(250, 100) == 3);
+    assert(getTotalPageCount(25, 0) == 1);
+    assert(getTotalPageCount(0, 0) == 0);
 }
--- a/web-app/src/api/transaction.ts
+++ b/web-app/src/api/transaction.ts
@ -225,6 +225,10 @@ export class TransactionApiClient extends ApiClient {
    return super.getJson(this.path + '/transactions/search?' + params.toString())
  }

+  exportTransactions(params: URLSearchParams): Promise<void> {
+    return super.getFile(this.path + '/transactions/export?' + params.toString())
+  }
+
  getTransaction(id: number): Promise<TransactionDetail> {
    return super.getJson(this.path + '/transactions/' + id)
  }
--- a/web-app/src/pages/TransactionSearchPage.vue
+++ b/web-app/src/pages/TransactionSearchPage.vue
@ -181,6 +181,13 @@ function clearFilters() {
  maxAmountFilter.value = undefined
 }

+async function exportToFile() {
+  const params = buildFiltersQuery()
+  params.append('file-format', 'text/csv')
+  const api = new TransactionApiClient(getSelectedProfile(route))
+  await api.exportTransactions(params)
+}
+
 function goToHome() {
  router.push(`/profiles/${getSelectedProfile(route)}`)
 }
@ -226,83 +233,42 @@ function loadAllParamValues(key: string): string[] {
  <AppPage title="Transactions">
    <AppForm>
      <FormGroup>
-        <FormControl
-          label="Search"
-          hint="Free-form text search against description, tags, vendor, category, account."
-        >
-          <input
-            v-model="searchQuery"
-            type="text"
-            placeholder="Search for transactions..."
-          />
+        <FormControl label="Search" hint="Free-form text search against description, tags, vendor, category, account.">
+          <input v-model="searchQuery" type="text" placeholder="Search for transactions..." />
        </FormControl>
      </FormGroup>
      <FormGroup>
        <div class="vueselect-control">
          <h5>Tag</h5>
-          <VueSelect
-            v-model="tagFilters"
-            :options="tagOptions"
-            placeholder="Select tags"
-            is-multi
-          />
+          <VueSelect v-model="tagFilters" :options="tagOptions" placeholder="Select tags" is-multi />
        </div>
        <div class="vueselect-control">
          <h5>Vendor</h5>
-          <VueSelect
-            v-model="vendorFilters"
-            :options="vendorOptions"
-            placeholder="Select vendors"
-            is-multi
-          />
+          <VueSelect v-model="vendorFilters" :options="vendorOptions" placeholder="Select vendors" is-multi />
        </div>
        <div class="vueselect-control">
          <h5>Category</h5>
-          <VueSelect
-            v-model="categoryFilters"
-            :options="categoryOptions"
-            placeholder="Select categories"
-            is-multi
-          />
+          <VueSelect v-model="categoryFilters" :options="categoryOptions" placeholder="Select categories" is-multi />
        </div>
        <div class="vueselect-control">
          <h5>Account</h5>
-          <VueSelect
-            v-model="accountFilters"
-            :options="accountOptions"
-            placeholder="Select accounts"
-            is-multi
-          />
+          <VueSelect v-model="accountFilters" :options="accountOptions" placeholder="Select accounts" is-multi />
        </div>
      </FormGroup>

      <FormGroup>
        <FormControl label="Max Amount">
-          <input
-            v-model="maxAmountFilter"
-            type="number"
-            min="0"
-            step="1"
-          />
+          <input v-model="maxAmountFilter" type="number" min="0" step="1" />
        </FormControl>
        <FormControl label="Min Amount">
-          <input
-            v-model="minAmountFilter"
-            type="number"
-            min="0"
-            step="1"
-          />
+          <input v-model="minAmountFilter" type="number" min="0" step="1" />
        </FormControl>
      </FormGroup>

      <FormGroup>
        <FormControl label="Sort By">
          <select v-model="selectedSort">
-            <option
-              v-for="sortOpt in SORT_PROPERTIES"
-              :key="sortOpt.property"
-              :value="sortOpt.property"
-            >
+            <option v-for="sortOpt in SORT_PROPERTIES" :key="sortOpt.property" :value="sortOpt.property">
              {{ sortOpt.label }}
            </option>
          </select>
@ -315,36 +281,19 @@ function loadAllParamValues(key: string): string[] {
        </FormControl>
      </FormGroup>
      <ButtonBar>
-        <AppButton
-          size="sm"
-          icon="home"
-          @click="goToHome()"
-          >Back to Homepage</AppButton
-        >
-        <AppButton
-          size="sm"
-          icon="trash"
-          @click="clearFilters()"
-          >Clear Filters</AppButton
-        >
+        <AppButton size="sm" icon="home" @click="goToHome()">Back to Homepage</AppButton>
+        <AppButton size="sm" icon="trash" @click="clearFilters()">Clear Filters</AppButton>
+        <AppButton size="sm" icon="file-export" @click="exportToFile()">Export to CSV</AppButton>
      </ButtonBar>
    </AppForm>

-    <PaginationControls
-      :page="page"
-      @update="(pr) => fetchPage(pr.page, pr.size)"
-      class="align-right"
-    />
+    <PaginationControls :page="page" @update="(pr) => fetchPage(pr.page, pr.size)" class="align-right" />
    <AppBadge size="sm">
      {{ page.totalElements }} search
      {{ page.totalElements == 1 ? 'result' : 'results' }}
      in {{ lastFetchTime }} milliseconds
    </AppBadge>
-    <TransactionCard
-      v-for="txn in page.items"
-      :key="txn.id"
-      :tx="txn"
-    />
+    <TransactionCard v-for="txn in page.items" :key="txn.id" :tx="txn" />
  </AppPage>
 </template>
 <style lang="css" scoped>
@ -353,7 +302,7 @@ function loadAllParamValues(key: string): string[] {
  margin: 0.5rem;
 }

-.vueselect-control > h5 {
+.vueselect-control>h5 {
  font-size: 0.9rem;
  font-weight: 700;
  margin: 0;