Add CSV export for transactions with date filtering

This commit is contained in:
2026-03-02 00:41:34 +02:00
parent f12edd8ea1
commit 987ab925ef
2 changed files with 227 additions and 0 deletions

View File

@@ -231,6 +231,44 @@ impl Database {
rows.collect()
}
pub fn list_all_transactions(
&self,
from: Option<NaiveDate>,
to: Option<NaiveDate>,
) -> SqlResult<Vec<Transaction>> {
let (sql, params_vec): (&str, Vec<String>) = match (from, to) {
(Some(f), Some(t)) => (
"SELECT id, amount, type, category_id, currency, exchange_rate, note, date, created_at, recurring_id
FROM transactions WHERE date >= ?1 AND date <= ?2 ORDER BY date ASC, id ASC",
vec![f.format("%Y-%m-%d").to_string(), t.format("%Y-%m-%d").to_string()],
),
(Some(f), None) => (
"SELECT id, amount, type, category_id, currency, exchange_rate, note, date, created_at, recurring_id
FROM transactions WHERE date >= ?1 ORDER BY date ASC, id ASC",
vec![f.format("%Y-%m-%d").to_string()],
),
(None, Some(t)) => (
"SELECT id, amount, type, category_id, currency, exchange_rate, note, date, created_at, recurring_id
FROM transactions WHERE date <= ?1 ORDER BY date ASC, id ASC",
vec![t.format("%Y-%m-%d").to_string()],
),
(None, None) => (
"SELECT id, amount, type, category_id, currency, exchange_rate, note, date, created_at, recurring_id
FROM transactions ORDER BY date ASC, id ASC",
vec![],
),
};
let mut stmt = self.conn.prepare(sql)?;
let param_refs: Vec<&dyn rusqlite::types::ToSql> = params_vec
.iter()
.map(|s| s as &dyn rusqlite::types::ToSql)
.collect();
let rows = stmt.query_map(param_refs.as_slice(), |row| {
Self::row_to_transaction(row)
})?;
rows.collect()
}
fn row_to_transaction(row: &rusqlite::Row) -> SqlResult<Transaction> {
let type_str: String = row.get(2)?;
let date_str: String = row.get(7)?;

View File

@@ -0,0 +1,189 @@
use crate::db::Database;
use chrono::NaiveDate;
use csv::Writer;
use std::io::Write;
#[derive(Debug)]
pub enum ExportError {
Db(rusqlite::Error),
Csv(csv::Error),
}
impl From<rusqlite::Error> for ExportError {
fn from(e: rusqlite::Error) -> Self {
ExportError::Db(e)
}
}
impl From<csv::Error> for ExportError {
fn from(e: csv::Error) -> Self {
ExportError::Csv(e)
}
}
impl std::fmt::Display for ExportError {
fn fmt(&self, f: &mut std::fmt::Formatter<'_>) -> std::fmt::Result {
match self {
ExportError::Db(e) => write!(f, "Database error: {}", e),
ExportError::Csv(e) => write!(f, "CSV error: {}", e),
}
}
}
pub fn export_transactions_csv<W: Write>(
db: &Database,
writer: W,
from: Option<NaiveDate>,
to: Option<NaiveDate>,
) -> Result<usize, ExportError> {
let transactions = db.list_all_transactions(from, to)?;
let mut wtr = Writer::from_writer(writer);
wtr.write_record(["Date", "Type", "Category", "Amount", "Currency", "Exchange Rate", "Note"])?;
for txn in &transactions {
let cat_name = db
.get_category(txn.category_id)
.map(|c| c.name)
.unwrap_or_else(|_| "Unknown".to_string());
wtr.write_record(&[
txn.date.format("%Y-%m-%d").to_string(),
txn.transaction_type.as_str().to_string(),
cat_name,
format!("{:.2}", txn.amount),
txn.currency.clone(),
format!("{:.4}", txn.exchange_rate),
txn.note.clone().unwrap_or_default(),
])?;
}
wtr.flush().map_err(|e| ExportError::Csv(e.into()))?;
Ok(transactions.len())
}
#[cfg(test)]
mod tests {
use super::*;
use crate::models::{NewTransaction, TransactionType};
fn setup_db() -> Database {
Database::open_in_memory().unwrap()
}
#[test]
fn test_csv_export_format() {
let db = setup_db();
let cats = db.list_categories(Some(TransactionType::Expense)).unwrap();
let cat = &cats[0];
let txn = NewTransaction {
amount: 42.50,
transaction_type: TransactionType::Expense,
category_id: cat.id,
currency: "USD".to_string(),
exchange_rate: 1.0,
note: Some("Lunch".to_string()),
date: NaiveDate::from_ymd_opt(2026, 3, 1).unwrap(),
recurring_id: None,
};
db.insert_transaction(&txn).unwrap();
let mut buf = Vec::new();
let count = export_transactions_csv(&db, &mut buf, None, None).unwrap();
assert_eq!(count, 1);
let output = String::from_utf8(buf).unwrap();
let lines: Vec<&str> = output.trim().lines().collect();
assert_eq!(lines.len(), 2);
assert_eq!(lines[0], "Date,Type,Category,Amount,Currency,Exchange Rate,Note");
assert!(lines[1].contains("2026-03-01"));
assert!(lines[1].contains("expense"));
assert!(lines[1].contains("42.50"));
assert!(lines[1].contains("Lunch"));
}
#[test]
fn test_csv_export_empty() {
let db = setup_db();
let mut buf = Vec::new();
let count = export_transactions_csv(&db, &mut buf, None, None).unwrap();
assert_eq!(count, 0);
let output = String::from_utf8(buf).unwrap();
let lines: Vec<&str> = output.trim().lines().collect();
assert_eq!(lines.len(), 1); // header only
}
#[test]
fn test_csv_export_filtered_by_date() {
let db = setup_db();
let cats = db.list_categories(Some(TransactionType::Expense)).unwrap();
let cat_id = cats[0].id;
for day in 1..=5 {
let txn = NewTransaction {
amount: 10.0 * day as f64,
transaction_type: TransactionType::Expense,
category_id: cat_id,
currency: "USD".to_string(),
exchange_rate: 1.0,
note: None,
date: NaiveDate::from_ymd_opt(2026, 1, day).unwrap(),
recurring_id: None,
};
db.insert_transaction(&txn).unwrap();
}
// Filter from Jan 2 to Jan 4
let mut buf = Vec::new();
let count = export_transactions_csv(
&db,
&mut buf,
Some(NaiveDate::from_ymd_opt(2026, 1, 2).unwrap()),
Some(NaiveDate::from_ymd_opt(2026, 1, 4).unwrap()),
)
.unwrap();
assert_eq!(count, 3);
}
#[test]
fn test_csv_export_multiple_types() {
let db = setup_db();
let expense_cats = db.list_categories(Some(TransactionType::Expense)).unwrap();
let income_cats = db.list_categories(Some(TransactionType::Income)).unwrap();
let txn1 = NewTransaction {
amount: 50.0,
transaction_type: TransactionType::Expense,
category_id: expense_cats[0].id,
currency: "USD".to_string(),
exchange_rate: 1.0,
note: None,
date: NaiveDate::from_ymd_opt(2026, 2, 1).unwrap(),
recurring_id: None,
};
let txn2 = NewTransaction {
amount: 1000.0,
transaction_type: TransactionType::Income,
category_id: income_cats[0].id,
currency: "EUR".to_string(),
exchange_rate: 0.92,
note: Some("Salary".to_string()),
date: NaiveDate::from_ymd_opt(2026, 2, 1).unwrap(),
recurring_id: None,
};
db.insert_transaction(&txn1).unwrap();
db.insert_transaction(&txn2).unwrap();
let mut buf = Vec::new();
let count = export_transactions_csv(&db, &mut buf, None, None).unwrap();
assert_eq!(count, 2);
let output = String::from_utf8(buf).unwrap();
assert!(output.contains("expense"));
assert!(output.contains("income"));
assert!(output.contains("EUR"));
assert!(output.contains("0.9200"));
}
}