239 lines
9.3 KiB
Python
239 lines
9.3 KiB
Python
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"""
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AMEX Statement Analyser — Flask API
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"""
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import os
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import smtplib
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import tempfile
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from email.mime.multipart import MIMEMultipart
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from email.mime.text import MIMEText
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from dotenv import load_dotenv
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from flask import Flask, jsonify, request
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from flask_cors import CORS
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from amex_analyser import analyse, generate_insights, CATEGORY_ICONS
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from amex_parser import parse_statement
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load_dotenv()
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app = Flask(__name__, static_folder='frontend/dist', static_url_path='')
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CORS(app, resources={r'/api/*': {'origins': '*'}})
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app.config['MAX_CONTENT_LENGTH'] = 50 * 1024 * 1024 # 50 MB
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def allowed(filename: str) -> bool:
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return filename.lower().endswith('.pdf')
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@app.route('/')
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def index():
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return app.send_static_file('index.html')
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@app.route('/api/analyse', methods=['POST'])
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def analyse_statement():
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files = request.files.getlist('files')
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if not files or all(f.filename == '' for f in files):
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# Fallback: single-file field name
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single = request.files.get('file')
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if single:
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files = [single]
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else:
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return jsonify({'error': 'No files provided'}), 400
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all_enriched = []
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tmp_paths = []
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try:
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for f in files:
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if not f.filename or not allowed(f.filename):
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continue
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with tempfile.NamedTemporaryFile(suffix='.pdf', delete=False) as tmp:
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f.save(tmp.name)
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tmp_paths.append(tmp.name)
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txns = parse_statement(tmp_paths[-1])
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for tx in txns:
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from amex_analyser import categorise, normalise
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all_enriched.append({
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'date': tx.date,
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'description': normalise(tx.description), # strip WINDCAVE* etc.
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'amount': tx.amount,
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'is_credit': tx.is_credit,
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'category': categorise(tx.description),
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})
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if not all_enriched:
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return jsonify({'error': 'No transactions found. Check the PDF is an AMEX NZ statement.'}), 422
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result = analyse(enriched_transactions=all_enriched)
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return jsonify(result)
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except Exception as e:
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return jsonify({'error': f'Failed to parse statement: {str(e)}'}), 500
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finally:
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for p in tmp_paths:
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try:
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os.unlink(p)
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except Exception:
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pass
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@app.route('/api/email', methods=['POST'])
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def send_email():
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data = request.get_json()
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to_email = (data or {}).get('to', '').strip()
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result = (data or {}).get('result')
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if not to_email:
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return jsonify({'error': 'No email address provided'}), 400
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smtp_host = os.getenv('SMTP_HOST', '')
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smtp_port = int(os.getenv('SMTP_PORT', 587))
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smtp_user = os.getenv('SMTP_USER', '')
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smtp_pass = os.getenv('SMTP_PASS', '')
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from_addr = os.getenv('EMAIL_FROM', smtp_user)
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if not all([smtp_host, smtp_user, smtp_pass]):
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return jsonify({
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'error': 'Email not configured. Create a .env file — see .env.example for SMTP settings.'
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}), 503
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try:
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html = _build_email_html(result)
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msg = MIMEMultipart('alternative')
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msg['Subject'] = _email_subject(result)
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msg['From'] = from_addr
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msg['To'] = to_email
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msg.attach(MIMEText(html, 'html'))
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with smtplib.SMTP(smtp_host, smtp_port) as server:
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server.ehlo()
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server.starttls()
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server.login(smtp_user, smtp_pass)
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server.sendmail(from_addr, [to_email], msg.as_string())
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return jsonify({'success': True})
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except Exception as e:
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return jsonify({'error': str(e)}), 500
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def _email_subject(result: dict) -> str:
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txns = result.get('transactions', [])
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if txns:
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dates = sorted(t['date'] for t in txns if not t['is_credit'])
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if dates:
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from datetime import datetime
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try:
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d = datetime.strptime(dates[-1], '%d.%m.%y')
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return f"AMEX Statement Summary — {d.strftime('%B %Y')}"
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except Exception:
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pass
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return 'AMEX Statement Summary'
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def _build_email_html(result: dict) -> str:
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total_spend = result.get('total_spend', 0)
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total_payments = result.get('total_payments', 0)
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tx_count = result.get('transaction_count', 0)
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by_category = result.get('by_category', {})
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insights = result.get('insights', [])
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top_merchants = result.get('top_merchants', [])[:5]
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cat_rows = ''
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for cat, amount in by_category.items():
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if cat == 'Payments':
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continue
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pct = int(amount / total_spend * 100) if total_spend else 0
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icon = CATEGORY_ICONS.get(cat, '📦')
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cat_rows += f"""
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<tr>
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<td style="padding:6px 0;font-size:13px;color:#444;width:180px">{icon} {cat}</td>
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<td style="padding:6px 8px">
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<div style="background:#f0f2f7;border-radius:4px;height:8px;width:100%">
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<div style="background:#006fcf;border-radius:4px;height:8px;width:{pct}%"></div>
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</div>
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</td>
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<td style="padding:6px 0;font-size:13px;font-weight:600;color:#1a1a2e;text-align:right;white-space:nowrap">${amount:.2f}</td>
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</tr>"""
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insight_rows = ''
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for ins in insights:
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insight_rows += f"""
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<tr>
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<td style="padding:6px 12px 6px 0;font-size:13px;color:#555">{ins['icon']} {ins['title']}</td>
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<td style="padding:6px 0;font-size:13px;font-weight:700;color:#1a1a2e;text-align:right">{ins['stat']}</td>
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</tr>
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<tr><td colspan="2" style="padding:0 0 8px;font-size:12px;color:#888">{ins['detail']}</td></tr>"""
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merchant_rows = ''
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for m in top_merchants:
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merchant_rows += f"""
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<tr>
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<td style="padding:5px 12px 5px 0;font-size:13px;color:#444">{m['name']}</td>
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<td style="padding:5px 0;font-size:12px;color:#aaa;text-align:center">{m['count']}×</td>
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<td style="padding:5px 0;font-size:13px;font-weight:600;color:#1a1a2e;text-align:right">${m['total']:.2f}</td>
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</tr>"""
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return f"""<!DOCTYPE html>
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<html lang="en">
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<head><meta charset="UTF-8"><meta name="viewport" content="width=device-width,initial-scale=1"></head>
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<body style="margin:0;padding:20px;background:#f5f6fa;font-family:-apple-system,Arial,sans-serif">
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<div style="max-width:600px;margin:0 auto;background:#fff;border-radius:16px;overflow:hidden;box-shadow:0 2px 20px rgba(0,0,0,0.08)">
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<div style="background:linear-gradient(135deg,#006fcf,#0051a0);color:#fff;padding:28px 32px">
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<div style="font-size:11px;letter-spacing:0.1em;opacity:0.75;text-transform:uppercase;margin-bottom:6px">American Express</div>
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<div style="font-size:24px;font-weight:700;margin-bottom:4px">Statement Summary</div>
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<div style="font-size:13px;opacity:0.85">{tx_count} transactions analysed</div>
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</div>
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<div style="padding:24px 32px">
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<table width="100%" cellpadding="0" cellspacing="0" style="margin-bottom:28px">
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<tr>
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<td style="text-align:center;background:#f0f7ff;border-radius:10px;padding:16px;width:33%">
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<div style="font-size:10px;color:#888;text-transform:uppercase;letter-spacing:0.05em">Total Spend</div>
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<div style="font-size:22px;font-weight:700;color:#006fcf;margin-top:4px">${total_spend:.2f}</div>
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</td>
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<td style="width:12px"></td>
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<td style="text-align:center;background:#f0faf4;border-radius:10px;padding:16px;width:33%">
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<div style="font-size:10px;color:#888;text-transform:uppercase;letter-spacing:0.05em">Payments</div>
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<div style="font-size:22px;font-weight:700;color:#27ae60;margin-top:4px">${total_payments:.2f}</div>
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</td>
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<td style="width:12px"></td>
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<td style="text-align:center;background:#fff8f0;border-radius:10px;padding:16px;width:33%">
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<div style="font-size:10px;color:#888;text-transform:uppercase;letter-spacing:0.05em">Transactions</div>
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<div style="font-size:22px;font-weight:700;color:#e67e22;margin-top:4px">{tx_count}</div>
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</td>
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</tr>
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</table>
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<div style="font-size:11px;font-weight:600;text-transform:uppercase;letter-spacing:0.08em;color:#aaa;margin-bottom:12px">Spending by Category</div>
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<table width="100%" cellpadding="0" cellspacing="0" style="margin-bottom:28px">
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{cat_rows}
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</table>
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<div style="font-size:11px;font-weight:600;text-transform:uppercase;letter-spacing:0.08em;color:#aaa;margin-bottom:12px">Key Insights</div>
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<table width="100%" cellpadding="0" cellspacing="0" style="margin-bottom:28px">
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{insight_rows}
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</table>
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<div style="font-size:11px;font-weight:600;text-transform:uppercase;letter-spacing:0.08em;color:#aaa;margin-bottom:12px">Top Merchants</div>
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<table width="100%" cellpadding="0" cellspacing="0">
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{merchant_rows}
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</table>
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</div>
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<div style="padding:16px 32px;border-top:1px solid #f0f2f7;font-size:11px;color:#ccc;text-align:center">
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Generated by AMEX Statement Analyser · Your data never leaves your device
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</div>
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</div>
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</body>
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</html>"""
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if __name__ == '__main__':
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# use_reloader=False: prevents Werkzeug spawning a second process (avoids duplicate instances)
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# threaded=True: each request gets its own thread so PDF parsing doesn't block the browser
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app.run(debug=True, port=5000, threaded=True, use_reloader=False)
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