Implement assignment import and clear of budget

postgres/assignments.sql.go

@@ -0,0 +1,54 @@
+// Code generated by sqlc. DO NOT EDIT.
+// source: assignments.sql
+
+package postgres
+
+import (
+	"context"
+	"time"
+
+	"github.com/google/uuid"
+)
+
+const createAssignment = `-- name: CreateAssignment :one
+INSERT INTO assignments (
+        date, amount, category_id
+) VALUES (
+        $1, $2, $3
+)
+RETURNING id, category_id, date, memo, amount
+`
+
+type CreateAssignmentParams struct {
+	Date       time.Time
+	Amount     Numeric
+	CategoryID uuid.UUID
+}
+
+func (q *Queries) CreateAssignment(ctx context.Context, arg CreateAssignmentParams) (Assignment, error) {
+	row := q.db.QueryRowContext(ctx, createAssignment, arg.Date, arg.Amount, arg.CategoryID)
+	var i Assignment
+	err := row.Scan(
+		&i.ID,
+		&i.CategoryID,
+		&i.Date,
+		&i.Memo,
+		&i.Amount,
+	)
+	return i, err
+}
+
+const deleteAllAssignments = `-- name: DeleteAllAssignments :execrows
+DELETE FROM assignments
+USING categories
+INNER JOIN category_groups ON categories.category_group_id = category_groups.id
+WHERE categories.id = assignments.category_id AND category_groups.budget_id = $1
+`
+
+func (q *Queries) DeleteAllAssignments(ctx context.Context, budgetID uuid.UUID) (int64, error) {
+	result, err := q.db.ExecContext(ctx, deleteAllAssignments, budgetID)
+	if err != nil {
+		return 0, err
+	}
+	return result.RowsAffected()
+}

postgres/categories.sql.go

@@ -91,6 +91,14 @@ func (q *Queries) GetCategories(ctx context.Context, budgetID uuid.UUID) ([]GetC
 
 const getCategoriesWithBalance = `-- name: GetCategoriesWithBalance :many
 SELECT categories.id, categories.name, category_groups.name as group, 
+    COALESCE(
+        (
+            SELECT SUM(a_hist.amount)
+            FROM assignments a_hist
+            WHERE categories.id = a_hist.category_id 
+            AND a_hist.date < $1
+        )
+    , 0)::decimal(12,2) as balance_assignments, 
     COALESCE(
         (
             SELECT SUM(t_hist.amount)
@@ -121,11 +129,12 @@ type GetCategoriesWithBalanceParams struct {
 }
 
 type GetCategoriesWithBalanceRow struct {
-	ID       uuid.UUID
-	Name     string
-	Group    string
-	Balance  Numeric
-	Activity Numeric
+	ID                 uuid.UUID
+	Name               string
+	Group              string
+	BalanceAssignments Numeric
+	Balance            Numeric
+	Activity           Numeric
 }
 
 func (q *Queries) GetCategoriesWithBalance(ctx context.Context, arg GetCategoriesWithBalanceParams) ([]GetCategoriesWithBalanceRow, error) {
@@ -141,6 +150,7 @@ func (q *Queries) GetCategoriesWithBalance(ctx context.Context, arg GetCategorie
 			&i.ID,
 			&i.Name,
 			&i.Group,
+			&i.BalanceAssignments,
 			&i.Balance,
 			&i.Activity,
 		); err != nil {

postgres/models.go

@@ -15,6 +15,14 @@ type Account struct {
 	Name     string
 }
 
+type Assignment struct {
+	ID         uuid.UUID
+	CategoryID uuid.UUID
+	Date       time.Time
+	Memo       sql.NullString
+	Amount     Numeric
+}
+
 type Budget struct {
 	ID               uuid.UUID
 	Name             string

postgres/queries/assignments.sql

@@ -0,0 +1,13 @@
+-- name: CreateAssignment :one
+INSERT INTO assignments (
+        date, amount, category_id
+) VALUES (
+        $1, $2, $3
+)
+RETURNING *;
+
+-- name: DeleteAllAssignments :execrows
+DELETE FROM assignments
+USING categories
+INNER JOIN category_groups ON categories.category_group_id = category_groups.id
+WHERE categories.id = assignments.category_id AND category_groups.budget_id = @budget_id;

postgres/queries/categories.sql

@@ -21,6 +21,14 @@ WHERE category_groups.budget_id = $1;
 
 -- name: GetCategoriesWithBalance :many
 SELECT categories.id, categories.name, category_groups.name as group, 
+    COALESCE(
+        (
+            SELECT SUM(a_hist.amount)
+            FROM assignments a_hist
+            WHERE categories.id = a_hist.category_id 
+            AND a_hist.date < @from_date
+        )
+    , 0)::decimal(12,2) as balance_assignments, 
     COALESCE(
         (
             SELECT SUM(t_hist.amount)

postgres/queries/transactions.sql

@@ -26,4 +26,10 @@ LEFT JOIN categories ON categories.id = transactions.category_id
 LEFT JOIN category_groups ON category_groups.id = categories.category_group_id
 WHERE transactions.account_id = $1
 ORDER BY transactions.date DESC
-LIMIT 200;
+LIMIT 200;
+
+-- name: DeleteAllTransactions :execrows
+DELETE FROM transactions
+USING accounts
+WHERE accounts.budget_id = @budget_id
+AND accounts.id = transactions.account_id;

postgres/schema/202112071547_assignments.sql

@@ -0,0 +1,11 @@
+-- +goose Up
+CREATE TABLE assignments (
+        id uuid DEFAULT uuid_generate_v4() PRIMARY KEY,
+        category_id uuid NOT NULL REFERENCES categories (id),
+        date date NOT NULL,
+        memo text,
+        amount decimal(12,2) NOT NULL
+);
+
+-- +goose Down
+DROP TABLE assignments;

postgres/transactions.sql.go

@@ -48,6 +48,21 @@ func (q *Queries) CreateTransaction(ctx context.Context, arg CreateTransactionPa
 	return i, err
 }
 
+const deleteAllTransactions = `-- name: DeleteAllTransactions :execrows
+DELETE FROM transactions
+USING accounts
+WHERE accounts.budget_id = $1
+AND accounts.id = transactions.account_id
+`
+
+func (q *Queries) DeleteAllTransactions(ctx context.Context, budgetID uuid.UUID) (int64, error) {
+	result, err := q.db.ExecContext(ctx, deleteAllTransactions, budgetID)
+	if err != nil {
+		return 0, err
+	}
+	return result.RowsAffected()
+}
+
 const getTransactionsForAccount = `-- name: GetTransactionsForAccount :many
 SELECT  transactions.id, transactions.date, transactions.memo, transactions.amount,
         accounts.name as account, COALESCE(payees.name, '') as payee, COALESCE(category_groups.name, '') as category_group, COALESCE(categories.name, '') as category