Add budgeting

This commit is contained in:
Jan Bader 2021-12-07 13:32:29 +00:00
parent 8f374f1d62
commit 53c51ceb8d
5 changed files with 142 additions and 6 deletions

70
http/budgeting.go Normal file
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@ -0,0 +1,70 @@
package http
import (
"context"
"net/http"
"strconv"
"time"
"git.javil.eu/jacob1123/budgeteer/postgres"
"github.com/gin-gonic/gin"
"github.com/google/uuid"
)
type BudgetingData struct {
AlwaysNeededData
Categories []postgres.GetCategoriesWithBalanceRow
}
func (h *Handler) budgeting(c *gin.Context) {
budgetID := c.Param("budgetid")
budgetUUID, err := uuid.Parse(budgetID)
if err != nil {
c.Redirect(http.StatusTemporaryRedirect, "/login")
return
}
now := time.Now()
var year, month int
yearString := c.Param("year")
monthString := c.Param("month")
if yearString != "" && monthString != "" {
year, err = strconv.Atoi(yearString)
if err != nil {
c.Redirect(http.StatusTemporaryRedirect, "/budget/"+budgetUUID.String())
return
}
month, err = strconv.Atoi(monthString)
if err != nil {
c.Redirect(http.StatusTemporaryRedirect, "/budget/"+budgetUUID.String())
return
}
} else {
var monthM time.Month
year, monthM, _ = now.Date()
month = int(monthM)
}
firstOfMonth := time.Date(year, time.Month(month), 1, 0, 0, 0, 0, now.Location())
lastOfMonth := firstOfMonth.AddDate(0, 1, -1)
params := postgres.GetCategoriesWithBalanceParams{
BudgetID: budgetUUID,
FromDate: firstOfMonth,
ToDate: lastOfMonth,
}
categories, err := h.Service.DB.GetCategoriesWithBalance(context.Background(), params)
if err != nil {
c.AbortWithError(http.StatusInternalServerError, err)
return
}
d := BudgetingData{
c.MustGet("data").(AlwaysNeededData),
categories,
}
c.HTML(http.StatusOK, "budgeting.html", d)
}

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@ -57,6 +57,7 @@ func (h *Handler) Serve() {
withBudget.Use(h.verifyLoginWithRedirect)
withBudget.Use(h.getImportantData)
withBudget.GET("/budget/:budgetid", h.budgeting)
withBudget.GET("/budget/:budgetid/:year/:month", h.budgeting)
withBudget.GET("/budget/:budgetid/all-accounts", h.budget)
withBudget.GET("/budget/:budgetid/accounts", h.accounts)
withBudget.GET("/budget/:budgetid/account/:accountid", h.account)

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@ -90,11 +90,25 @@ 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, SUM(t_hist.amount)::decimal(12,2) as balance, SUM(t_this.amount)::decimal(12,2) as activity
SELECT categories.id, categories.name, category_groups.name as group,
COALESCE(
(
SELECT SUM(t_hist.amount)
FROM transactions t_hist
WHERE categories.id = t_hist.category_id
AND t_hist.date < $1
)
, 0)::decimal(12,2) as balance,
COALESCE(
(
SELECT SUM(t_this.amount)
FROM transactions t_this
WHERE categories.id = t_this.category_id
AND t_this.date BETWEEN $1 AND $2
)
, 0)::decimal(12,2) as activity
FROM categories
INNER JOIN category_groups ON categories.category_group_id = category_groups.id
INNER JOIN transactions t_hist ON categories.id = t_hist.category_id AND t_hist.date < $1
INNER JOIN transactions t_this ON categories.id = t_this.category_id AND t_this.date >= $1 AND t_this.date < $2
WHERE category_groups.budget_id = $3
GROUP BY categories.id, categories.name, category_groups.name
`

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@ -20,10 +20,24 @@ INNER JOIN category_groups ON categories.category_group_id = category_groups.id
WHERE category_groups.budget_id = $1;
-- name: GetCategoriesWithBalance :many
SELECT categories.id, categories.name, category_groups.name as group, SUM(t_hist.amount)::decimal(12,2) as balance, SUM(t_this.amount)::decimal(12,2) as activity
SELECT categories.id, categories.name, category_groups.name as group,
COALESCE(
(
SELECT SUM(t_hist.amount)
FROM transactions t_hist
WHERE categories.id = t_hist.category_id
AND t_hist.date < @from_date
)
, 0)::decimal(12,2) as balance,
COALESCE(
(
SELECT SUM(t_this.amount)
FROM transactions t_this
WHERE categories.id = t_this.category_id
AND t_this.date BETWEEN @from_date AND @to_date
)
, 0)::decimal(12,2) as activity
FROM categories
INNER JOIN category_groups ON categories.category_group_id = category_groups.id
INNER JOIN transactions t_hist ON categories.id = t_hist.category_id AND t_hist.date < @from_date
INNER JOIN transactions t_this ON categories.id = t_this.category_id AND t_this.date >= @from_date AND t_this.date < @to_date
WHERE category_groups.budget_id = @budget_id
GROUP BY categories.id, categories.name, category_groups.name;

37
web/budgeting.html Normal file
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@ -0,0 +1,37 @@
{{template "base" .}}
{{define "title"}}Budget{{end}}
{{define "new"}}
{{template "transaction-new"}}
{{end}}
{{define "main"}}
<div class="budget-item">
<a href="#newtransactionmodal" data-toggle="modal" data-target="#newtransactionmodal">New Transaction</a>
<span class="time"></span>
</div>
<div>
<a href="/budget/{{.Budget.ID}}/{{.Date.Year}}/{{.Date.Month}}">Next Month</a>
<a href="/budget/{{.Budget.ID}}/{{.Date.Year}}/{{.Date.Month}}">Previous Month</a>
</div>
<table class="container col-lg-12" id="content">
{{range .Categories}}
<tr>
<td>{{.Group}}</td>
<td>{{.Name}}</td>
<td>
</td>
<td>
</td>
<td style="text-align: right;{{if .Balance.GetPositive}}{{else}}color: red;{{end}}">
{{printf "%.2f" .Balance.GetFloat64}}
</td>
<td style="text-align: right;{{if .Activity.GetPositive}}{{else}}color: red;{{end}}">
{{printf "%.2f" .Activity.GetFloat64}}
</td>
</tr>
{{end}}
</table>
{{end}}