Enable filtering and sorting on all API views

app/apps/api/views/accounts.py

@@ -6,7 +6,11 @@ from rest_framework.response import Response
 
 from apps.accounts.models import AccountGroup, Account
 from apps.accounts.services import get_account_balance
-from apps.api.serializers import AccountGroupSerializer, AccountSerializer, AccountBalanceSerializer
+from apps.api.serializers import (
+    AccountGroupSerializer,
+    AccountSerializer,
+    AccountBalanceSerializer,
+)
 
 
 class AccountGroupViewSet(viewsets.ModelViewSet):
@@ -14,9 +18,16 @@ class AccountGroupViewSet(viewsets.ModelViewSet):
 
     queryset = AccountGroup.objects.all()
     serializer_class = AccountGroupSerializer
+    filterset_fields = {
+        "name": ["exact", "icontains"],
+        "owner": ["exact"],
+    }
+    search_fields = ["name"]
+    ordering_fields = "__all__"
+    ordering = ["id"]
 
     def get_queryset(self):
-        return AccountGroup.objects.all().order_by("id")
+        return AccountGroup.objects.all()
 
 
 @extend_schema_view(
@@ -31,27 +42,38 @@ class AccountViewSet(viewsets.ModelViewSet):
 
     queryset = Account.objects.all()
     serializer_class = AccountSerializer
+    filterset_fields = {
+        "name": ["exact", "icontains"],
+        "group": ["exact", "isnull"],
+        "currency": ["exact"],
+        "exchange_currency": ["exact", "isnull"],
+        "is_asset": ["exact"],
+        "is_archived": ["exact"],
+        "owner": ["exact"],
+    }
+    search_fields = ["name"]
+    ordering_fields = "__all__"
+    ordering = ["id"]
 
     def get_queryset(self):
-        return (
-            Account.objects.all()
-            .order_by("id")
-            .select_related("group", "currency", "exchange_currency")
+        return Account.objects.all().select_related(
+            "group", "currency", "exchange_currency"
         )
 
     @action(detail=True, methods=["get"], permission_classes=[IsAuthenticated])
     def balance(self, request, pk=None):
         """Get current and projected balance for an account."""
         account = self.get_object()
-        
+
         current_balance = get_account_balance(account, paid_only=True)
         projected_balance = get_account_balance(account, paid_only=False)
-        
-        serializer = AccountBalanceSerializer({
-            "current_balance": current_balance,
-            "projected_balance": projected_balance,
-            "currency": account.currency,
-        })
-        
-        return Response(serializer.data)
 
+        serializer = AccountBalanceSerializer(
+            {
+                "current_balance": current_balance,
+                "projected_balance": projected_balance,
+                "currency": account.currency,
+            }
+        )
+
+        return Response(serializer.data)

app/apps/api/views/currencies.py

@@ -9,8 +9,28 @@ from apps.currencies.models import ExchangeRate
 class CurrencyViewSet(viewsets.ModelViewSet):
     queryset = Currency.objects.all()
     serializer_class = CurrencySerializer
+    filterset_fields = {
+        'name': ['exact', 'icontains'],
+        'code': ['exact', 'icontains'],
+        'decimal_places': ['exact', 'gte', 'lte', 'gt', 'lt'],
+        'prefix': ['exact', 'icontains'],
+        'suffix': ['exact', 'icontains'],
+        'exchange_currency': ['exact'],
+        'is_archived': ['exact'],
+    }
+    search_fields = '__all__'
+    ordering_fields = '__all__'
 
 
 class ExchangeRateViewSet(viewsets.ModelViewSet):
     queryset = ExchangeRate.objects.all()
     serializer_class = ExchangeRateSerializer
+    filterset_fields = {
+        'from_currency': ['exact'],
+        'to_currency': ['exact'],
+        'rate': ['exact', 'gte', 'lte', 'gt', 'lt'],
+        'date': ['exact', 'gte', 'lte', 'gt', 'lt'],
+        'automatic': ['exact'],
+    }
+    search_fields = '__all__'
+    ordering_fields = '__all__'

app/apps/api/views/dca.py

@@ -8,6 +8,19 @@ from apps.api.serializers import DCAStrategySerializer, DCAEntrySerializer
 class DCAStrategyViewSet(viewsets.ModelViewSet):
     queryset = DCAStrategy.objects.all()
     serializer_class = DCAStrategySerializer
+    filterset_fields = {
+        "name": ["exact", "icontains"],
+        "target_currency": ["exact"],
+        "payment_currency": ["exact"],
+        "notes": ["exact", "icontains"],
+        "created_at": ["exact", "gte", "lte", "gt", "lt"],
+        "updated_at": ["exact", "gte", "lte", "gt", "lt"],
+    }
+    search_fields = ["name", "notes"]
+    ordering_fields = "__all__"
+
+    def get_queryset(self):
+        return DCAStrategy.objects.all()
 
     def get_queryset(self):
         return DCAStrategy.objects.all().order_by("id")
@@ -35,10 +48,22 @@ class DCAStrategyViewSet(viewsets.ModelViewSet):
 class DCAEntryViewSet(viewsets.ModelViewSet):
     queryset = DCAEntry.objects.all()
     serializer_class = DCAEntrySerializer
+    filterset_fields = {
+        "strategy": ["exact"],
+        "date": ["exact", "gte", "lte", "gt", "lt"],
+        "amount_paid": ["exact", "gte", "lte", "gt", "lt"],
+        "amount_received": ["exact", "gte", "lte", "gt", "lt"],
+        "expense_transaction": ["exact", "isnull"],
+        "income_transaction": ["exact", "isnull"],
+        "notes": ["exact", "icontains"],
+        "created_at": ["exact", "gte", "lte", "gt", "lt"],
+        "updated_at": ["exact", "gte", "lte", "gt", "lt"],
+    }
+    search_fields = ["notes"]
+    ordering_fields = "__all__"
+    ordering = ["-date"]
 
     def get_queryset(self):
-        queryset = DCAEntry.objects.all()
-        strategy_id = self.request.query_params.get("strategy", None)
-        if strategy_id is not None:
-            queryset = queryset.filter(strategy_id=strategy_id)
-        return queryset
+        # Filter entries by strategies the user has access to
+        accessible_strategies = DCAStrategy.objects.all()
+        return DCAEntry.objects.filter(strategy__in=accessible_strategies)

app/apps/api/views/imports.py

@@ -28,6 +28,14 @@ class ImportProfileViewSet(viewsets.ReadOnlyModelViewSet):
     queryset = ImportProfile.objects.all()
     serializer_class = ImportProfileSerializer
     permission_classes = [IsAuthenticated]
+    filterset_fields = {
+        'name': ['exact', 'icontains'],
+        'yaml_config': ['exact', 'icontains'],
+        'version': ['exact'],
+    }
+    search_fields = ['name', 'yaml_config']
+    ordering_fields = '__all__'
+    ordering = ['name']
 
 
 @extend_schema_view(
@@ -55,6 +63,22 @@ class ImportRunViewSet(viewsets.ReadOnlyModelViewSet):
     queryset = ImportRun.objects.all().order_by("-id")
     serializer_class = ImportRunSerializer
     permission_classes = [IsAuthenticated]
+    filterset_fields = {
+        'status': ['exact'],
+        'profile': ['exact'],
+        'file_name': ['exact', 'icontains'],
+        'logs': ['exact', 'icontains'],
+        'processed_rows': ['exact', 'gte', 'lte', 'gt', 'lt'],
+        'total_rows': ['exact', 'gte', 'lte', 'gt', 'lt'],
+        'successful_rows': ['exact', 'gte', 'lte', 'gt', 'lt'],
+        'skipped_rows': ['exact', 'gte', 'lte', 'gt', 'lt'],
+        'failed_rows': ['exact', 'gte', 'lte', 'gt', 'lt'],
+        'started_at': ['exact', 'gte', 'lte', 'gt', 'lt', 'isnull'],
+        'finished_at': ['exact', 'gte', 'lte', 'gt', 'lt', 'isnull'],
+    }
+    search_fields = ['file_name', 'logs']
+    ordering_fields = '__all__'
+    ordering = ['-id']
 
     def get_queryset(self):
         queryset = super().get_queryset()

app/apps/api/views/transactions.py

@@ -24,6 +24,34 @@ from apps.rules.signals import transaction_updated, transaction_created
 class TransactionViewSet(viewsets.ModelViewSet):
     queryset = Transaction.objects.all()
     serializer_class = TransactionSerializer
+    filterset_fields = {
+        "account": ["exact"],
+        "type": ["exact"],
+        "is_paid": ["exact"],
+        "date": ["exact", "gte", "lte", "gt", "lt"],
+        "reference_date": ["exact", "gte", "lte", "gt", "lt"],
+        "mute": ["exact"],
+        "amount": ["exact", "gte", "lte", "gt", "lt"],
+        "description": ["exact", "icontains"],
+        "notes": ["exact", "icontains"],
+        "category": ["exact", "isnull"],
+        "installment_plan": ["exact", "isnull"],
+        "installment_id": ["exact", "gte", "lte"],
+        "recurring_transaction": ["exact", "isnull"],
+        "internal_note": ["exact", "icontains"],
+        "internal_id": ["exact"],
+        "deleted": ["exact"],
+        "created_at": ["exact", "gte", "lte", "gt", "lt"],
+        "updated_at": ["exact", "gte", "lte", "gt", "lt"],
+        "deleted_at": ["exact", "gte", "lte", "gt", "lt", "isnull"],
+        "owner": ["exact"],
+    }
+    search_fields = ["description", "notes", "internal_note"]
+    ordering_fields = "__all__"
+    ordering = ["-id"]
+
+    def get_queryset(self):
+        return Transaction.objects.all()
 
     def perform_create(self, serializer):
         instance = serializer.save()
@@ -38,45 +66,109 @@ class TransactionViewSet(viewsets.ModelViewSet):
         kwargs["partial"] = True
         return self.update(request, *args, **kwargs)
 
-    def get_queryset(self):
-        return Transaction.objects.all().order_by("-id")
-
 
 class TransactionCategoryViewSet(viewsets.ModelViewSet):
     queryset = TransactionCategory.objects.all()
     serializer_class = TransactionCategorySerializer
+    filterset_fields = {
+        "name": ["exact", "icontains"],
+        "mute": ["exact"],
+        "active": ["exact"],
+        "owner": ["exact"],
+    }
+    search_fields = ["name"]
+    ordering_fields = "__all__"
+    ordering = ["id"]
 
     def get_queryset(self):
-        return TransactionCategory.objects.all().order_by("id")
+        return TransactionCategory.objects.all()
 
 
 class TransactionTagViewSet(viewsets.ModelViewSet):
     queryset = TransactionTag.objects.all()
     serializer_class = TransactionTagSerializer
+    filterset_fields = {
+        "name": ["exact", "icontains"],
+        "active": ["exact"],
+        "owner": ["exact"],
+    }
+    search_fields = ["name"]
+    ordering_fields = "__all__"
+    ordering = ["id"]
 
     def get_queryset(self):
-        return TransactionTag.objects.all().order_by("id")
+        return TransactionTag.objects.all()
 
 
 class TransactionEntityViewSet(viewsets.ModelViewSet):
     queryset = TransactionEntity.objects.all()
     serializer_class = TransactionEntitySerializer
+    filterset_fields = {
+        "name": ["exact", "icontains"],
+        "active": ["exact"],
+        "owner": ["exact"],
+    }
+    search_fields = ["name"]
+    ordering_fields = "__all__"
+    ordering = ["id"]
 
     def get_queryset(self):
-        return TransactionEntity.objects.all().order_by("id")
+        return TransactionEntity.objects.all()
 
 
 class InstallmentPlanViewSet(viewsets.ModelViewSet):
     queryset = InstallmentPlan.objects.all()
     serializer_class = InstallmentPlanSerializer
+    filterset_fields = {
+        "account": ["exact"],
+        "type": ["exact"],
+        "description": ["exact", "icontains"],
+        "number_of_installments": ["exact", "gte", "lte", "gt", "lt"],
+        "installment_start": ["exact", "gte", "lte", "gt", "lt"],
+        "installment_total_number": ["exact", "gte", "lte", "gt", "lt"],
+        "start_date": ["exact", "gte", "lte", "gt", "lt"],
+        "reference_date": ["exact", "gte", "lte", "gt", "lt", "isnull"],
+        "end_date": ["exact", "gte", "lte", "gt", "lt", "isnull"],
+        "recurrence": ["exact"],
+        "installment_amount": ["exact", "gte", "lte", "gt", "lt"],
+        "category": ["exact", "isnull"],
+        "notes": ["exact", "icontains"],
+        "add_description_to_transaction": ["exact"],
+        "add_notes_to_transaction": ["exact"],
+    }
+    search_fields = ["description", "notes"]
+    ordering_fields = "__all__"
+    ordering = ["-id"]
 
     def get_queryset(self):
-        return InstallmentPlan.objects.all().order_by("-id")
+        return InstallmentPlan.objects.all()
 
 
 class RecurringTransactionViewSet(viewsets.ModelViewSet):
     queryset = RecurringTransaction.objects.all()
     serializer_class = RecurringTransactionSerializer
+    filterset_fields = {
+        "is_paused": ["exact"],
+        "account": ["exact"],
+        "type": ["exact"],
+        "amount": ["exact", "gte", "lte", "gt", "lt"],
+        "description": ["exact", "icontains"],
+        "category": ["exact", "isnull"],
+        "notes": ["exact", "icontains"],
+        "reference_date": ["exact", "gte", "lte", "gt", "lt", "isnull"],
+        "start_date": ["exact", "gte", "lte", "gt", "lt"],
+        "end_date": ["exact", "gte", "lte", "gt", "lt", "isnull"],
+        "recurrence_type": ["exact"],
+        "recurrence_interval": ["exact", "gte", "lte", "gt", "lt"],
+        "keep_at_most": ["exact", "gte", "lte", "gt", "lt"],
+        "last_generated_date": ["exact", "gte", "lte", "gt", "lt", "isnull"],
+        "last_generated_reference_date": ["exact", "gte", "lte", "gt", "lt", "isnull"],
+        "add_description_to_transaction": ["exact"],
+        "add_notes_to_transaction": ["exact"],
+    }
+    search_fields = ["description", "notes"]
+    ordering_fields = "__all__"
+    ordering = ["-id"]
 
     def get_queryset(self):
-        return RecurringTransaction.objects.all().order_by("-id")
+        return RecurringTransaction.objects.all()