Import category

http/ynab-import.go

@@ -14,11 +14,13 @@ import (
 )
 
 type YNABImport struct {
-	Context  context.Context
+	Context        context.Context
-	accounts []postgres.Account
+	accounts       []postgres.Account
-	payees   []postgres.Payee
+	payees         []postgres.Payee
-	queries  *postgres.Queries
+	categories     []postgres.GetCategoriesRow
-	budgetID uuid.UUID
+	categoryGroups []postgres.CategoryGroup
+	queries        *postgres.Queries
+	budgetID       uuid.UUID
 }
 
 func NewYNABImport(q *postgres.Queries, budgetID uuid.UUID) (*YNABImport, error) {
@@ -32,12 +34,24 @@ func NewYNABImport(q *postgres.Queries, budgetID uuid.UUID) (*YNABImport, error)
 		return nil, err
 	}
 
+	categories, err := q.GetCategories(context.Background(), budgetID)
+	if err != nil {
+		return nil, err
+	}
+
+	categoryGroups, err := q.GetCategoryGroups(context.Background(), budgetID)
+	if err != nil {
+		return nil, err
+	}
+
 	return &YNABImport{
-		Context:  context.Background(),
+		Context:        context.Background(),
-		accounts: accounts,
+		accounts:       accounts,
-		payees:   payees,
+		payees:         payees,
-		queries:  q,
+		categories:     categories,
-		budgetID: budgetID,
+		categoryGroups: categoryGroups,
+		queries:        q,
+		budgetID:       budgetID,
 	}, nil
 
 }
@@ -74,7 +88,12 @@ func (ynab *YNABImport) Import(r io.Reader) error {
 			return fmt.Errorf("could not get payee %s: %w", payeeName, err)
 		}
 
-		//category := record[4] //also in 5 + 6 split by group/category
+		categoryGroup, categoryName := record[5], record[6] //also in 5 + 6 split by group/category
+		category, err := ynab.GetCategory(categoryGroup, categoryName)
+		if err != nil {
+			return fmt.Errorf("could not get category %s: %w", payeeName, err)
+		}
+
 		memo := record[7]
 
 		outflow := record[8]
@@ -87,11 +106,12 @@ func (ynab *YNABImport) Import(r io.Reader) error {
 		//cleared := record[10]
 
 		transaction := postgres.CreateTransactionParams{
-			Date:      date,
+			Date:       date,
-			Memo:      memo,
+			Memo:       memo,
-			AccountID: account.ID,
+			AccountID:  account.ID,
-			PayeeID:   payeeID,
+			PayeeID:    payeeID,
-			Amount:    amount,
+			CategoryID: category,
+			Amount:     amount,
 		}
 		_, err = ynab.queries.CreateTransaction(ynab.Context, transaction)
 		if err != nil {
@@ -172,3 +192,54 @@ func (ynab *YNABImport) GetPayee(name string) (uuid.NullUUID, error) {
 	ynab.payees = append(ynab.payees, payee)
 	return uuid.NullUUID{UUID: payee.ID, Valid: true}, nil
 }
+
+func (ynab *YNABImport) GetCategory(group string, name string) (uuid.NullUUID, error) {
+	if group == "" || name == "" {
+		return uuid.NullUUID{}, nil
+	}
+
+	for _, category := range ynab.categories {
+		if category.Name == name && category.Group == group {
+			return uuid.NullUUID{UUID: category.ID, Valid: true}, nil
+		}
+	}
+
+	for _, categoryGroup := range ynab.categoryGroups {
+		if categoryGroup.Name == group {
+			createCategory := postgres.CreateCategoryParams{Name: name, CategoryGroupID: categoryGroup.ID}
+			category, err := ynab.queries.CreateCategory(ynab.Context, createCategory)
+			if err != nil {
+				return uuid.NullUUID{}, err
+			}
+
+			getCategory := postgres.GetCategoriesRow{
+				ID:              category.ID,
+				CategoryGroupID: category.CategoryGroupID,
+				Name:            category.Name,
+				Group:           categoryGroup.Name,
+			}
+			ynab.categories = append(ynab.categories, getCategory)
+			return uuid.NullUUID{UUID: category.ID, Valid: true}, nil
+		}
+	}
+
+	categoryGroup, err := ynab.queries.CreateCategoryGroup(ynab.Context, postgres.CreateCategoryGroupParams{Name: name, BudgetID: ynab.budgetID})
+	if err != nil {
+		return uuid.NullUUID{}, err
+	}
+	ynab.categoryGroups = append(ynab.categoryGroups, categoryGroup)
+
+	category, err := ynab.queries.CreateCategory(ynab.Context, postgres.CreateCategoryParams{Name: name, CategoryGroupID: categoryGroup.ID})
+	if err != nil {
+		return uuid.NullUUID{}, err
+	}
+
+	getCategory := postgres.GetCategoriesRow{
+		ID:              category.ID,
+		CategoryGroupID: category.CategoryGroupID,
+		Name:            category.Name,
+		Group:           categoryGroup.Name,
+	}
+	ynab.categories = append(ynab.categories, getCategory)
+	return uuid.NullUUID{UUID: category.ID, Valid: true}, nil
+}

postgres/categories.sql.go

@@ -0,0 +1,117 @@
+// Code generated by sqlc. DO NOT EDIT.
+// source: categories.sql
+
+package postgres
+
+import (
+	"context"
+
+	"github.com/google/uuid"
+)
+
+const createCategory = `-- name: CreateCategory :one
+INSERT INTO categories
+(name, category_group_id)
+VALUES ($1, $2)
+RETURNING id, category_group_id, name
+`
+
+type CreateCategoryParams struct {
+	Name            string
+	CategoryGroupID uuid.UUID
+}
+
+func (q *Queries) CreateCategory(ctx context.Context, arg CreateCategoryParams) (Category, error) {
+	row := q.db.QueryRowContext(ctx, createCategory, arg.Name, arg.CategoryGroupID)
+	var i Category
+	err := row.Scan(&i.ID, &i.CategoryGroupID, &i.Name)
+	return i, err
+}
+
+const createCategoryGroup = `-- name: CreateCategoryGroup :one
+INSERT INTO category_groups
+(name, budget_id)
+VALUES ($1, $2)
+RETURNING id, budget_id, name
+`
+
+type CreateCategoryGroupParams struct {
+	Name     string
+	BudgetID uuid.UUID
+}
+
+func (q *Queries) CreateCategoryGroup(ctx context.Context, arg CreateCategoryGroupParams) (CategoryGroup, error) {
+	row := q.db.QueryRowContext(ctx, createCategoryGroup, arg.Name, arg.BudgetID)
+	var i CategoryGroup
+	err := row.Scan(&i.ID, &i.BudgetID, &i.Name)
+	return i, err
+}
+
+const getCategories = `-- name: GetCategories :many
+SELECT categories.id, categories.category_group_id, categories.name, category_groups.name as group FROM categories
+INNER JOIN category_groups ON categories.category_group_id = category_groups.id
+WHERE category_groups.budget_id = $1
+`
+
+type GetCategoriesRow struct {
+	ID              uuid.UUID
+	CategoryGroupID uuid.UUID
+	Name            string
+	Group           string
+}
+
+func (q *Queries) GetCategories(ctx context.Context, budgetID uuid.UUID) ([]GetCategoriesRow, error) {
+	rows, err := q.db.QueryContext(ctx, getCategories, budgetID)
+	if err != nil {
+		return nil, err
+	}
+	defer rows.Close()
+	var items []GetCategoriesRow
+	for rows.Next() {
+		var i GetCategoriesRow
+		if err := rows.Scan(
+			&i.ID,
+			&i.CategoryGroupID,
+			&i.Name,
+			&i.Group,
+		); err != nil {
+			return nil, err
+		}
+		items = append(items, i)
+	}
+	if err := rows.Close(); err != nil {
+		return nil, err
+	}
+	if err := rows.Err(); err != nil {
+		return nil, err
+	}
+	return items, nil
+}
+
+const getCategoryGroups = `-- name: GetCategoryGroups :many
+SELECT category_groups.id, category_groups.budget_id, category_groups.name FROM category_groups 
+WHERE category_groups.budget_id = $1
+`
+
+func (q *Queries) GetCategoryGroups(ctx context.Context, budgetID uuid.UUID) ([]CategoryGroup, error) {
+	rows, err := q.db.QueryContext(ctx, getCategoryGroups, budgetID)
+	if err != nil {
+		return nil, err
+	}
+	defer rows.Close()
+	var items []CategoryGroup
+	for rows.Next() {
+		var i CategoryGroup
+		if err := rows.Scan(&i.ID, &i.BudgetID, &i.Name); err != nil {
+			return nil, err
+		}
+		items = append(items, i)
+	}
+	if err := rows.Close(); err != nil {
+		return nil, err
+	}
+	if err := rows.Err(); err != nil {
+		return nil, err
+	}
+	return items, nil
+}

postgres/models.go

@@ -21,6 +21,18 @@ type Budget struct {
 	LastModification sql.NullTime
 }
 
+type Category struct {
+	ID              uuid.UUID
+	CategoryGroupID uuid.UUID
+	Name            string
+}
+
+type CategoryGroup struct {
+	ID       uuid.UUID
+	BudgetID uuid.UUID
+	Name     string
+}
+
 type Payee struct {
 	ID       uuid.UUID
 	BudgetID uuid.UUID
@@ -28,12 +40,13 @@ type Payee struct {
 }
 
 type Transaction struct {
-	ID        uuid.UUID
+	ID         uuid.UUID
-	Date      time.Time
+	Date       time.Time
-	Memo      string
+	Memo       string
-	Amount    Numeric
+	Amount     Numeric
-	AccountID uuid.UUID
+	AccountID  uuid.UUID
-	PayeeID   uuid.NullUUID
+	CategoryID uuid.NullUUID
+	PayeeID    uuid.NullUUID
 }
 
 type User struct {

postgres/queries/categories.sql

@@ -0,0 +1,20 @@
+-- name: CreateCategoryGroup :one
+INSERT INTO category_groups
+(name, budget_id)
+VALUES ($1, $2)
+RETURNING *;
+
+-- name: GetCategoryGroups :many
+SELECT category_groups.* FROM category_groups 
+WHERE category_groups.budget_id = $1;
+
+-- name: CreateCategory :one
+INSERT INTO categories
+(name, category_group_id)
+VALUES ($1, $2)
+RETURNING *;
+
+-- name: GetCategories :many
+SELECT categories.*, category_groups.name as group FROM categories
+INNER JOIN category_groups ON categories.category_group_id = category_groups.id
+WHERE category_groups.budget_id = $1;

postgres/queries/transactions.sql

@@ -1,7 +1,7 @@
 -- name: CreateTransaction :one
 INSERT INTO transactions
-(date, memo, amount, account_id, payee_id)
+(date, memo, amount, account_id, payee_id, category_id)
-VALUES ($1, $2, $3, $4, $5)
+VALUES ($1, $2, $3, $4, $5, $6)
 RETURNING *;
 
 -- name: GetTransactionsForBudget :many

postgres/schema/202112021109_initial.sql

@@ -33,6 +33,7 @@ CREATE TABLE payees (
         budget_id uuid NOT NULL,
         name varchar(50) NOT NULL
 );
+ALTER TABLE "payees" ADD FOREIGN KEY ("budget_id") REFERENCES "budgets" ("id");
 
 CREATE TABLE transactions (
     id uuid DEFAULT uuid_generate_v4() PRIMARY KEY,
@@ -40,10 +41,27 @@ CREATE TABLE transactions (
     memo text NOT NULL,
     amount decimal(12,2) NOT NULL,
     account_id uuid NOT NULL,
+    category_id uuid,
     payee_id uuid
 );
 ALTER TABLE "transactions" ADD FOREIGN KEY ("account_id") REFERENCES "accounts" ("id");
 ALTER TABLE "transactions" ADD FOREIGN KEY ("payee_id") REFERENCES "payees" ("id");
+ALTER TABLE "transactions" ADD FOREIGN KEY ("category_id") REFERENCES "categories" ("id");
+
+CREATE TABLE category_groups (
+    id uuid DEFAULT uuid_generate_v4() PRIMARY KEY,
+    budget_id uuid NOT NULL,
+    name varchar(50) NOT NULL
+);
+ALTER TABLE "category_groups" ADD FOREIGN KEY ("budget_id") REFERENCES "budgets" ("id");
+
+CREATE TABLE categories (
+    id uuid DEFAULT uuid_generate_v4() PRIMARY KEY,
+    category_group_id uuid NOT NULL,
+    name varchar(50) NOT NULL
+);
+ALTER TABLE "categories" ADD FOREIGN KEY ("category_group_id") REFERENCES "category_group" ("id");
+
 
 -- +goose Down
 DROP TABLE transactions;

postgres/transactions.sql.go

@@ -12,17 +12,18 @@ import (
 
 const createTransaction = `-- name: CreateTransaction :one
 INSERT INTO transactions
-(date, memo, amount, account_id, payee_id)
+(date, memo, amount, account_id, payee_id, category_id)
-VALUES ($1, $2, $3, $4, $5)
+VALUES ($1, $2, $3, $4, $5, $6)
-RETURNING id, date, memo, amount, account_id, payee_id
+RETURNING id, date, memo, amount, account_id, category_id, payee_id
 `
 
 type CreateTransactionParams struct {
-	Date      time.Time
+	Date       time.Time
-	Memo      string
+	Memo       string
-	Amount    Numeric
+	Amount     Numeric
-	AccountID uuid.UUID
+	AccountID  uuid.UUID
-	PayeeID   uuid.NullUUID
+	PayeeID    uuid.NullUUID
+	CategoryID uuid.NullUUID
 }
 
 func (q *Queries) CreateTransaction(ctx context.Context, arg CreateTransactionParams) (Transaction, error) {
@@ -32,6 +33,7 @@ func (q *Queries) CreateTransaction(ctx context.Context, arg CreateTransactionPa
 		arg.Amount,
 		arg.AccountID,
 		arg.PayeeID,
+		arg.CategoryID,
 	)
 	var i Transaction
 	err := row.Scan(
@@ -40,6 +42,7 @@ func (q *Queries) CreateTransaction(ctx context.Context, arg CreateTransactionPa
 		&i.Memo,
 		&i.Amount,
 		&i.AccountID,
+		&i.CategoryID,
 		&i.PayeeID,
 	)
 	return i, err