184 Commits
0.3.1 ... 0.5.0

Author SHA1 Message Date
d8a96535dc Merge pull request 'Fix GroupID not being set for original transaction' (#27) from hotfix-transfers into master
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Reviewed-on: #27
2022-02-27 22:53:19 +01:00
ce26e76e8f Fix GroupID not being set for original transaction
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2022-02-27 21:44:15 +00:00
6b3ac199fc Merge pull request 'Implement reconciliation' (#26) from reconcilation into master
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Reviewed-on: #26
2022-02-27 22:16:01 +01:00
4c6d21c2b4 Improve editing and creating of transactions
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2022-02-27 21:15:46 +00:00
faef975f1a Pass amount as string and add transaction correctly
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2022-02-27 21:06:34 +00:00
bd686e0c00 Remove duplicate order by 2022-02-27 21:06:11 +00:00
4844889e0b Disable nilnil linter for CreateReconcilationTransaction 2022-02-27 20:53:57 +00:00
2775578713 Extract method CreateReconcilationTransaction 2022-02-27 20:50:26 +00:00
27dd6e923c Actually handle passed reconciliation amount 2022-02-27 20:45:18 +00:00
2cf6b815bf Use view everywhere 2022-02-27 20:45:02 +00:00
81aacf339e Extract view for transactions 2022-02-27 20:35:10 +00:00
16bcf516f6 Add ReconcilationTransactionAmount 2022-02-27 20:34:10 +00:00
52503a4c92 Improve frontend 2022-02-27 20:02:57 +00:00
b4321395d9 Implement backend for reconcilation 2022-02-27 20:02:23 +00:00
d7058a49b0 Add SQL Query for update status 2022-02-27 20:01:35 +00:00
eb9fc722aa Show reconcile button and current reconciling-balance 2022-02-27 19:20:13 +00:00
511081298e Merge pull request 'Split account balances in working, cleared and reconciled' (#25) from account-balances into master
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Reviewed-on: #25
2022-02-27 19:33:44 +01:00
422a74704b Show all balances in Account view
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2022-02-27 18:32:00 +00:00
c4995bcbaf Show cleared balance by default 2022-02-27 15:22:54 +00:00
79fd95e152 Calculate working, cleared and reconciled balance 2022-02-27 15:22:18 +00:00
af8fda178d Merge pull request 'Improve CI image' (#24) from ci-improvements into master
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Reviewed-on: #24
2022-02-26 00:01:31 +01:00
71f4d2384b Fetch image only if not in PR
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2022-02-25 23:00:15 +00:00
eb52bd5def Fix pull definition
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2022-02-25 22:57:19 +00:00
adcb64f4ad Remove unused method
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2022-02-25 22:55:48 +00:00
a73c5ce04b Build images only on master push or tag
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2022-02-25 22:54:51 +00:00
52bb343402 Reorganize routes and remove legacy ones
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2022-02-25 22:52:08 +00:00
27ce8d250f Move WORKDIR call
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2022-02-25 22:44:09 +00:00
408207df92 Fix yarn call not doing anything
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2022-02-25 22:39:49 +00:00
98890f10eb Merge pull request 'Implement editing of transactions' (#23) from edit-transaction into master
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Reviewed-on: #23
2022-02-25 23:35:10 +01:00
5621d63436 Actually call backend for edit
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2022-02-25 22:34:09 +00:00
05099e469f Delete transaction when amount is zero 2022-02-25 22:33:58 +00:00
ae9e9d34c9 Use type instead of isAccount flag
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2022-02-25 22:28:22 +00:00
32439e3e87 rename type to model 2022-02-25 22:16:41 +00:00
4ed15b740b Remove unneeded imports and methods 2022-02-25 22:14:56 +00:00
5f161b2163 Rename Transaction to TX to match input row 2022-02-25 22:14:13 +00:00
10ea73663f Extract UpdateTransaction 2022-02-25 22:09:59 +00:00
07804e4241 Update existing transaction if transactionid was passed 2022-02-25 22:05:15 +00:00
2f4f8a7568 Extract method CreateTransferForOtherAccount 2022-02-25 22:02:57 +00:00
13d0194632 Pass date using ISO without time
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2022-02-25 21:52:56 +00:00
c864666eb6 Use local date format
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2022-02-25 21:50:15 +00:00
464931babe Pass amount as string 2022-02-25 21:46:20 +00:00
480a95e096 Implement custom date input 2022-02-25 21:45:58 +00:00
2d37ec147c Pass only category Id as categories are not to be created on the fly 2022-02-25 21:21:55 +00:00
75b48be20d Also pass Suggestion-Object from EditRow 2022-02-25 21:20:41 +00:00
306edbf817 Update TransactionInputRow to new models 2022-02-25 21:19:34 +00:00
be3829baf8 Replace modelValue by models for id and name 2022-02-25 21:10:21 +00:00
a452482381 Normalize transaction store 2022-02-25 20:47:58 +00:00
0f6990407d Remove widths from rows as header decides 2022-02-25 20:37:49 +00:00
97be5abc8c Add abilty to switch to edit mode 2022-02-25 20:37:31 +00:00
1e80ba6ca8 Also return PayeeID and CategoryID from backend 2022-02-25 20:36:24 +00:00
1331304639 Extract EditAccount Dialog 2022-02-25 20:17:54 +00:00
7435ac3667 Merge pull request 'Implement YNAB Export from UI' (#22) from export-from-ui into master
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Reviewed-on: #22
2022-02-25 21:07:40 +01:00
55dffbbe89 Implmeent expand/collapse of category-groups
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2022-02-25 20:06:26 +00:00
212c81ab81 Implement download from UI 2022-02-25 20:06:10 +00:00
5b5b8215c3 Merge pull request 'Make ynab export equivalent to original export' (#21) from ynab-export-fixes into master
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Reviewed-on: #21
2022-02-25 16:35:18 +01:00
79c0fceafe Fix formatting for negative numbers
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2022-02-25 15:32:39 +00:00
1ea3590fd6 Add tests with negative numbers 2022-02-25 15:32:32 +00:00
5bb2c9c8b8 Use empty string as fallback for TransferAccount
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2022-02-25 15:27:06 +00:00
f9e512c593 Fix floating points < 1 2022-02-25 15:26:51 +00:00
4f72351ee9 Add more unittests for numeric 2022-02-25 15:26:39 +00:00
9ed4df7053 Fix leading space before category separator
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2022-02-25 15:04:30 +00:00
78389e4beb Also export transfers 2022-02-25 15:04:09 +00:00
8ac3c22826 Merge pull request 'Implement editing of Accounts' (#20) from account-edit into master
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Reviewed-on: #20
2022-02-24 23:15:54 +01:00
ab07d3472d Handle EditAccount in Store
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2022-02-24 22:12:35 +00:00
466df523ab Implement EditAccount in Frontend 2022-02-24 22:12:26 +00:00
f51807e459 Implement EditAccount in Backend 2022-02-24 22:12:10 +00:00
03d1d1e520 Use grid instead of width for buttons 2022-02-24 21:38:57 +00:00
d09f5be69b Extract modal component 2022-02-24 21:37:26 +00:00
b5a03b40db Merge pull request 'Implement transfer creation' (#19) from enable-transfers into master
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Reviewed-on: #19
2022-02-24 00:13:20 +01:00
966c0ce0eb Redesign Budget Settings and introduce Button component
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2022-02-23 23:12:39 +00:00
635f4de402 Fix initialize of Budgets after login
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2022-02-23 23:03:31 +00:00
ddf51b5922 Use store instead of props in BudgetSidebar 2022-02-23 23:03:18 +00:00
bbbeff92e8 Reset amount to positive after saving transfer transaction
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2022-02-23 22:55:15 +00:00
5ccec61465 Implement transfer creation
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2022-02-23 22:53:04 +00:00
696fbee7cc Merge pull request 'Extract package for Numeric datatype and add unittests' (#18) from numeric-package into master
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Reviewed-on: #18
2022-02-23 23:13:18 +01:00
7c694fb32c Skip account_test when no db available
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2022-02-23 22:12:09 +00:00
5f746f5889 Also run tests in CI
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2022-02-23 22:10:16 +00:00
24e5b18ded Implement linter fixes
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2022-02-23 22:08:47 +00:00
253ecd1720 Add negative testcases
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2022-02-23 22:04:19 +00:00
f445f19233 Write all tests equally
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2022-02-23 22:02:29 +00:00
ea6d198bff Add some unit-tests for numeric
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2022-02-23 21:59:14 +00:00
28c20aacd3 Extract package 2022-02-23 21:59:14 +00:00
d89a8f4e2e Switch between payees and accounts depending on prefix 2022-02-23 21:59:14 +00:00
dae9abeeea Merge pull request 'Handle more of categories locally and update Modal' (#17) from categories-improvements into master
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Reviewed-on: #17
2022-02-23 22:58:33 +01:00
510c91205d Rewrite categories to be nested below groups
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2022-02-23 21:56:20 +00:00
f93888cbbc Move logic for hidden categories to client 2022-02-23 21:56:20 +00:00
674bef667b Hide checkmark icon 2022-02-23 21:56:20 +00:00
fffc91269e Extract NewCategoryWithBalance 2022-02-23 21:56:20 +00:00
c3175b9be6 Update NewBudget to use modal again 2022-02-23 21:56:20 +00:00
1d81aa2fb3 Do not try to set categories, if none are available 2022-02-23 21:56:20 +00:00
e5cf439231 Update BudgetSettings to tailwindcss 2022-02-23 21:56:20 +00:00
cfd2388de0 Disable cache for apk calls and add yarn.lock 2022-02-23 21:56:20 +00:00
0dfa698ada Merge pull request 'Fix inverted condition for Authorization and update expected JSON body' (#16) from minor-fixes into master
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Reviewed-on: #16
2022-02-23 22:56:04 +01:00
b4aec52d4f Fix changed json contract
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2022-02-23 21:55:29 +00:00
b5e3e7bea0 Fix inverted condition 2022-02-23 21:55:21 +00:00
e98e0d4779 Merge pull request 'Implement Export in YNAB-Format' (#15) from ynab-export into master
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Reviewed-on: #15
2022-02-23 22:18:01 +01:00
6686904539 Use zero Numeric for export instead of hardcoding 0,00
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2022-02-23 21:17:43 +00:00
0478d82c1f Fix order of fields
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2022-02-23 21:09:33 +00:00
34b6e450de Handle nil in Numeric 2022-02-23 21:09:25 +00:00
bc65249c03 Split transactions and assignments export into two endpoints
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2022-02-23 20:52:29 +00:00
e0dc7800af Remove limit for GetAllTransactionsForBudget 2022-02-23 20:52:29 +00:00
a7cd3512bb Handle errors of Write and add dots to comments 2022-02-23 20:52:29 +00:00
ece610419f Disable linter lll because no exceptions in comments are possible 2022-02-23 20:52:29 +00:00
27188e2e27 Implement ynab-export 2022-02-23 20:52:29 +00:00
4c7c61e820 Add string method to numeric 2022-02-23 20:52:29 +00:00
2adb70fa01 Fix comment and add csv example 2022-02-23 20:52:29 +00:00
eeb2d425e5 Merge pull request 'Fix registration not displaying' (#14) from registration into master
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Reviewed-on: #14
2022-02-22 14:44:29 +01:00
484b1062e1 Fix returning number as string for numbers
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2022-02-22 13:42:44 +00:00
a4ca21bb37 Add missing spaces
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2022-02-21 21:42:16 +00:00
ffabf1bca9 Also fix in register
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2022-02-21 21:41:24 +00:00
e9d4ed1b3e Fix router initialization in eventhandler
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useRouter has to be called in setup or returns undefined otherwise.
See https://github.com/vuejs/vue-router/issues/3379
2022-02-21 21:40:38 +00:00
4085868cd7 Update register to tailwindcss
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2022-02-21 21:26:12 +00:00
4019656e4d Merge pull request 'Improve handling of transactions' (#12) from transaction-handling into master
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Reviewed-on: #12
2022-02-21 00:03:55 +01:00
16b7049438 Add Transaction to list after saving
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2022-02-20 23:01:25 +00:00
73e3b49b40 Extract component for new Transaction 2022-02-20 23:00:09 +00:00
953d348bed Handle new Payees 2022-02-20 23:00:07 +00:00
a6eb2a2253 Merge pull request 'Add code linting to build' (#13) from linting into master
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Reviewed-on: #13
2022-02-20 23:53:47 +01:00
578e7d071c Get session secret from env instead of hardcoding
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2022-02-20 22:51:54 +00:00
4688d2d94d Remove commented code and TODOs 2022-02-20 22:46:51 +00:00
cfda327a5d Enable linting nfor CI
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2022-02-20 22:41:56 +00:00
1bd38bb367 Move comment
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2022-02-20 22:40:58 +00:00
19d2ddbd65 Minor improvements 2022-02-20 22:37:34 +00:00
3cb39d978a Fix multiple linter errors 2022-02-20 22:33:29 +00:00
e08a21b750 Disable linter varnamelen 2022-02-20 22:33:15 +00:00
6929c940c4 Improve ynab import by extracting methods
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2022-02-20 21:51:07 +00:00
2423bdd3ee Improvements
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2022-02-20 21:33:18 +00:00
22ec0433bf Disable gci 2022-02-20 21:33:05 +00:00
c03d16878a Minimal linting improvements 2022-02-20 21:19:28 +00:00
545f223a97 Comments 2022-02-20 21:06:17 +00:00
260ac2d4ad Run gci 2022-02-20 21:03:55 +00:00
d815e8c3cd Ignore forcetypeassert for token map 2022-02-20 21:00:30 +00:00
91b8cc06b2 imports, comments and formatting 2022-02-20 20:58:48 +00:00
75a6ce1577 Use all gofiles as sources for go build 2022-02-20 20:53:18 +00:00
a0d89ee93a Revert "UNSURE explicitly init NullUUIDs"
This reverts commit 62085cb694.
2022-02-20 20:52:15 +00:00
e39d1dc6e3 Disable exhaustivstruct 2022-02-20 20:52:01 +00:00
1dcd0d2f6d Reformat config.go 2022-02-20 20:51:10 +00:00
62085cb694 UNSURE explicitly init NullUUIDs 2022-02-20 20:46:20 +00:00
ca51ac5e27 Use AbortWithStatusJSON instead of AbortWithError
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2022-02-20 20:42:57 +00:00
36b2f12183 Renames 2022-02-20 20:42:27 +00:00
96b514ccf8 Fix capitalization of errors 2022-02-20 20:42:16 +00:00
b52ed21d1d Remove cost and just use defaultCost 2022-02-20 20:42:07 +00:00
787165b7f1 Disable ifshort 2022-02-20 20:41:58 +00:00
8035403416 Use camelCase for json identifiers 2022-02-20 16:51:48 +00:00
1a1971246d Use short syntax for errcheck where possible 2022-02-20 16:51:28 +00:00
9b92e2b551 Run tests in parallel 2022-02-20 16:51:17 +00:00
c5be03ab6b Extract error consts 2022-02-20 16:51:01 +00:00
77afe700ae Fix missing value usage
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2022-02-19 22:13:55 +00:00
f0961ccc3c Disable linting for prod build while open errors exist but enable for dev instead
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2022-02-19 22:06:11 +00:00
1d2ae0e394 Renames and dots in comments
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2022-02-19 22:04:51 +00:00
b0175542f1 Return own error 2022-02-19 22:04:35 +00:00
558fddc139 Disable linter testpackage 2022-02-19 22:04:27 +00:00
02ba80a555 Some linting fixes 2022-02-19 21:53:30 +00:00
1a19d3a197 Enable formatting via gofumpt 2022-02-19 21:53:13 +00:00
052a2628ab Disable forbidigo and nlreturn linters 2022-02-19 21:42:19 +00:00
46b9b82f30 Small refactorings 2022-02-19 21:38:57 +00:00
c5a0f49719 Disable wsl linter
Seems to be excessive
2022-02-19 21:38:38 +00:00
649f937254 Remove context from YNABImport struct 2022-02-19 21:28:28 +00:00
0f2501dcbd Rename parameter to other 2022-02-19 21:28:18 +00:00
daadfd45bc Rename http package to server 2022-02-19 21:28:04 +00:00
72b5bdde4f Minor fixes
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2022-02-15 12:59:53 +00:00
737d5fb101 Fix wrong executable name 2022-02-15 12:59:41 +00:00
bb4548c50d Improve error messages
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2022-02-15 12:41:12 +00:00
7b20bc9822 Disable deprecated linters 2022-02-15 12:38:30 +00:00
2f45c415e0 Move init of StaticFS and rename some vars 2022-02-15 12:37:23 +00:00
74a53954de Wrap more errors 2022-02-15 12:37:04 +00:00
7a0c4a17a2 Ignore gin.Context for varnamelen 2022-02-15 12:36:33 +00:00
71c54c9373 Enable all linters 2022-02-15 12:36:19 +00:00
584e7ef393 Add explicit CI task to Taskfile 2022-02-15 12:27:15 +00:00
aaf16dbe92 Add deps for dev-docker target 2022-02-15 12:26:55 +00:00
d8e0f5a160 Add explicit CI task to Taskfile 2022-02-15 12:26:48 +00:00
38dfa540b4 Fix issues from golangci 2022-02-15 11:52:06 +00:00
835a15ec08 Ad config for golangci
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2022-02-15 11:51:38 +00:00
4bbbc0be13 Add vet fmt and linters to build
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2022-02-15 09:33:17 +00:00
8f6974e151 Add golang-ci to dev image 2022-02-15 09:30:54 +00:00
368ac7f15d Merge pull request 'Use vue's Composition API in components' (#11) from vue-composition into master
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Reviewed-on: #11
2022-02-15 10:13:47 +01:00
0d20d9bfb8 Use setTitle everywhere
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2022-02-15 08:35:29 +00:00
4276c51268 Remove unused interface
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2022-02-15 08:27:09 +00:00
57930d0e5d Rewrite addCategoriesForMonth with patch call
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2022-02-15 08:25:41 +00:00
fe018e1953 Reformat 2022-02-15 08:25:30 +00:00
e7a085273b Fix missing computed calls in Account 2022-02-15 08:25:12 +00:00
5bbd096fc8 Convert other components 2022-02-15 08:20:04 +00:00
452d63c329 Define Transaction interface and use number instead of Number 2022-02-15 08:04:42 +00:00
d28c894d21 Convert NewBudget and TransactionRow 2022-02-15 08:04:25 +00:00
1a79177422 Fix missing computed calls in BudgetSidebar
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2022-02-14 22:49:30 +00:00
76 changed files with 2944 additions and 1669 deletions

View File

@ -4,11 +4,23 @@ type: docker
name: budgeteer
steps:
- name: Taskfile.dev PR
image: hub.javil.eu/budgeteer:dev
commands:
- task ci
when:
event:
- pull_request
- name: Taskfile.dev
image: hub.javil.eu/budgeteer:dev
pull: true
pull: always
commands:
- task
- task ci
when:
event:
exclude:
- pull_request
- name: docker
image: plugins/docker
@ -24,10 +36,26 @@ steps:
tags:
- latest
when:
branch:
- master
event:
exclude:
- pull_request
- push
- name: docker tag
image: plugins/docker
settings:
registry: hub.javil.eu
username:
from_secret: docker_user
password:
from_secret: docker_password
repo: hub.javil.eu/budgeteer
context: build
dockerfile: build/Dockerfile
auto_tag: true
when:
event:
- tag
image_pull_secrets:
- hub.javil.eu

27
.golangci.yml Normal file
View File

@ -0,0 +1,27 @@
linters:
enable-all: true
disable:
- golint
- scopelint
- maligned
- interfacer
- wsl
- forbidigo
- nlreturn
- testpackage
- ifshort
- exhaustivestruct
- gci # not working, shows errors on freshly formatted file
- varnamelen
- lll
linters-settings:
errcheck:
exclude-functions:
- io/ioutil.ReadFile
- io.Copy(*bytes.Buffer)
- (*github.com/gin-gonic/gin.Context).AbortWithError
- (*github.com/gin-gonic/gin.Context).AbortWithError
- io.Copy(os.Stdout)
varnamelen:
ignore-decls:
- c *gin.Context

View File

@ -2,5 +2,8 @@
"files.exclude": {
"**/node_modules": true,
"**/vendor": true
},
"gopls": {
"formatting.gofumpt": true,
}
}

View File

@ -4,7 +4,7 @@ pipeline:
image: hub.javil.eu/budgeteer:dev
pull: true
commands:
- task
- task ci
docker:
image: plugins/docker

View File

@ -33,12 +33,7 @@ tasks:
sources:
- ./go.mod
- ./go.sum
- ./cmd/budgeteer/*.go
- ./*.go
- ./config/*.go
- ./http/*.go
- ./jwt/*.go
- ./postgres/*.go
- ./**/*.go
- ./web/dist/**/*
- ./postgres/schema/*
generates:
@ -52,14 +47,26 @@ tasks:
desc: Build budgeteer in dev mode
deps: [gomod, sqlc]
cmds:
- go vet
- go fmt
- golangci-lint run
- task: build
build-prod:
desc: Build budgeteer in prod mode
deps: [gomod, sqlc, frontend]
cmds:
- go vet
- go fmt
- golangci-lint run
- task: build
ci:
desc: Run CI build
cmds:
- task: build-prod
- go test ./...
frontend:
desc: Build vue frontend
dir: web
@ -85,6 +92,8 @@ tasks:
desc: Build budgeeter:dev
sources:
- ./docker/Dockerfile
- ./docker/build.sh
- ./web/package.json
cmds:
- docker build -t {{.IMAGE_NAME}}:dev . -f docker/Dockerfile
- docker push {{.IMAGE_NAME}}:dev

View File

@ -1,23 +1,30 @@
package bcrypt
import "golang.org/x/crypto/bcrypt"
// Verifier verifys passwords using Bcrypt
type Verifier struct {
cost int
}
// Verify verifys a Password
func (bv *Verifier) Verify(password string, hashOnDb string) error {
return bcrypt.CompareHashAndPassword([]byte(hashOnDb), []byte(password))
}
// Hash calculates a hash to be stored on the database
func (bv *Verifier) Hash(password string) (string, error) {
hash, err := bcrypt.GenerateFromPassword([]byte(password), bv.cost)
if err != nil {
return "", err
}
return string(hash[:]), nil
}
package bcrypt
import (
"fmt"
"golang.org/x/crypto/bcrypt"
)
// Verifier verifys passwords using Bcrypt.
type Verifier struct{}
// Verify verifys a Password.
func (bv *Verifier) Verify(password string, hashOnDB string) error {
err := bcrypt.CompareHashAndPassword([]byte(hashOnDB), []byte(password))
if err != nil {
return fmt.Errorf("verify password: %w", err)
}
return nil
}
// Hash calculates a hash to be stored on the database.
func (bv *Verifier) Hash(password string) (string, error) {
hash, err := bcrypt.GenerateFromPassword([]byte(password), bcrypt.DefaultCost)
if err != nil {
return "", fmt.Errorf("hash password: %w", err)
}
return string(hash), nil
}

View File

@ -1,13 +1,16 @@
package main
import (
"io/fs"
"log"
"net/http"
"git.javil.eu/jacob1123/budgeteer/bcrypt"
"git.javil.eu/jacob1123/budgeteer/config"
"git.javil.eu/jacob1123/budgeteer/http"
"git.javil.eu/jacob1123/budgeteer/jwt"
"git.javil.eu/jacob1123/budgeteer/postgres"
"git.javil.eu/jacob1123/budgeteer/server"
"git.javil.eu/jacob1123/budgeteer/web"
)
func main() {
@ -16,16 +19,24 @@ func main() {
log.Fatalf("Could not load config: %v", err)
}
q, err := postgres.Connect("pgx", cfg.DatabaseConnection)
queries, err := postgres.Connect("pgx", cfg.DatabaseConnection)
if err != nil {
log.Fatalf("Failed connecting to DB: %v", err)
}
h := &http.Handler{
Service: q,
TokenVerifier: &jwt.TokenVerifier{},
CredentialsVerifier: &bcrypt.Verifier{},
static, err := fs.Sub(web.Static, "dist")
if err != nil {
panic("couldn't open static files")
}
h.Serve()
handler := &server.Handler{
Service: queries,
TokenVerifier: &jwt.TokenVerifier{
Secret: cfg.SessionSecret,
},
CredentialsVerifier: &bcrypt.Verifier{},
StaticFS: http.FS(static),
}
handler.Serve()
}

View File

@ -1,19 +1,21 @@
package config
import (
"os"
)
// Config contains all needed configurations
type Config struct {
DatabaseConnection string
}
// LoadConfig from path
func LoadConfig() (*Config, error) {
configuration := Config{
DatabaseConnection: os.Getenv("BUDGETEER_DB"),
}
return &configuration, nil
}
package config
import (
"os"
)
// Config contains all needed configurations.
type Config struct {
DatabaseConnection string
SessionSecret string
}
// LoadConfig from path.
func LoadConfig() (*Config, error) {
configuration := Config{
DatabaseConnection: os.Getenv("BUDGETEER_DB"),
SessionSecret: os.Getenv("BUDGETEER_SESSION_SECRET"),
}
return &configuration, nil
}

View File

@ -17,6 +17,7 @@ services:
- ~/.cache:/.cache
environment:
BUDGETEER_DB: postgres://budgeteer:budgeteer@db:5432/budgeteer
BUDGETEER_SESSION_SECRET: random string for JWT authorization
depends_on:
- db

View File

@ -1,16 +1,17 @@
FROM alpine as godeps
RUN apk add go
RUN apk --no-cache add go
RUN go install github.com/kyleconroy/sqlc/cmd/sqlc@latest
RUN go install github.com/go-task/task/v3/cmd/task@latest
RUN go install github.com/golangci/golangci-lint/cmd/golangci-lint@latest
FROM alpine
RUN apk add go
RUN apk add nodejs yarn bash curl git git-perl tmux
RUN apk --no-cache add go nodejs yarn bash curl git git-perl tmux
ADD docker/build.sh /
COPY --from=godeps /root/go/bin/task /root/go/bin/sqlc /usr/local/bin/
RUN yarn global add @vue/cli
ENV PATH="/root/.yarn/bin/:${PATH}"
WORKDIR /src
ADD web/package.json /src/web/
WORKDIR /src/web
ADD web/package.json web/yarn.lock /src/web/
RUN yarn
WORKDIR /src
COPY --from=godeps /root/go/bin/task /root/go/bin/sqlc /root/go/bin/golangci-lint /usr/local/bin/
CMD /build.sh

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@ -1,37 +0,0 @@
package http
import (
"net/http"
"git.javil.eu/jacob1123/budgeteer/postgres"
"github.com/gin-gonic/gin"
"github.com/google/uuid"
)
func (h *Handler) transactionsForAccount(c *gin.Context) {
accountID := c.Param("accountid")
accountUUID, err := uuid.Parse(accountID)
if err != nil {
c.AbortWithError(http.StatusBadRequest, err)
return
}
account, err := h.Service.GetAccount(c.Request.Context(), accountUUID)
if err != nil {
c.AbortWithError(http.StatusNotFound, err)
return
}
transactions, err := h.Service.GetTransactionsForAccount(c.Request.Context(), accountUUID)
if err != nil {
c.AbortWithError(http.StatusNotFound, err)
return
}
c.JSON(http.StatusOK, TransactionsResponse{account, transactions})
}
type TransactionsResponse struct {
Account postgres.Account
Transactions []postgres.GetTransactionsForAccountRow
}

View File

@ -1,54 +0,0 @@
package http
import (
"fmt"
"net/http"
"git.javil.eu/jacob1123/budgeteer/postgres"
"github.com/gin-gonic/gin"
"github.com/google/uuid"
)
func (h *Handler) autocompleteCategories(c *gin.Context) {
budgetID := c.Param("budgetid")
budgetUUID, err := uuid.Parse(budgetID)
if err != nil {
c.AbortWithError(http.StatusBadRequest, fmt.Errorf("budgetid missing from URL"))
return
}
query := c.Request.URL.Query().Get("s")
searchParams := postgres.SearchCategoriesParams{
BudgetID: budgetUUID,
Search: "%" + query + "%",
}
categories, err := h.Service.SearchCategories(c.Request.Context(), searchParams)
if err != nil {
c.AbortWithError(http.StatusInternalServerError, err)
return
}
c.JSON(http.StatusOK, categories)
}
func (h *Handler) autocompletePayee(c *gin.Context) {
budgetID := c.Param("budgetid")
budgetUUID, err := uuid.Parse(budgetID)
if err != nil {
c.AbortWithError(http.StatusBadRequest, fmt.Errorf("budgetid missing from URL"))
return
}
query := c.Request.URL.Query().Get("s")
searchParams := postgres.SearchPayeesParams{
BudgetID: budgetUUID,
Search: query + "%",
}
payees, err := h.Service.SearchPayees(c.Request.Context(), searchParams)
if err != nil {
c.AbortWithError(http.StatusInternalServerError, err)
return
}
c.JSON(http.StatusOK, payees)
}

View File

@ -1,216 +0,0 @@
package http
import (
"fmt"
"net/http"
"strconv"
"time"
"git.javil.eu/jacob1123/budgeteer/postgres"
"github.com/gin-gonic/gin"
"github.com/google/uuid"
)
func getFirstOfMonth(year, month int, location *time.Location) time.Time {
return time.Date(year, time.Month(month), 1, 0, 0, 0, 0, location)
}
func getFirstOfMonthTime(date time.Time) time.Time {
var monthM time.Month
year, monthM, _ := date.Date()
month := int(monthM)
return getFirstOfMonth(year, month, date.Location())
}
type CategoryWithBalance struct {
*postgres.GetCategoriesRow
Available postgres.Numeric
AvailableLastMonth postgres.Numeric
Activity postgres.Numeric
Assigned postgres.Numeric
}
func getDate(c *gin.Context) (time.Time, error) {
var year, month int
yearString := c.Param("year")
monthString := c.Param("month")
if yearString == "" && monthString == "" {
return getFirstOfMonthTime(time.Now()), nil
}
year, err := strconv.Atoi(yearString)
if err != nil {
return time.Time{}, fmt.Errorf("parse year: %w", err)
}
month, err = strconv.Atoi(monthString)
if err != nil {
return time.Time{}, fmt.Errorf("parse month: %w", err)
}
return getFirstOfMonth(year, month, time.Now().Location()), nil
}
func (h *Handler) budgetingForMonth(c *gin.Context) {
budgetID := c.Param("budgetid")
budgetUUID, err := uuid.Parse(budgetID)
if err != nil {
c.AbortWithError(http.StatusBadRequest, fmt.Errorf("budgetid missing from URL"))
return
}
budget, err := h.Service.GetBudget(c.Request.Context(), budgetUUID)
if err != nil {
c.AbortWithError(http.StatusBadRequest, err)
return
}
firstOfMonth, err := getDate(c)
if err != nil {
c.Redirect(http.StatusTemporaryRedirect, "/budget/"+budgetUUID.String())
return
}
categories, err := h.Service.GetCategories(c.Request.Context(), budgetUUID)
if err != nil {
c.AbortWithError(http.StatusInternalServerError, err)
return
}
firstOfNextMonth := firstOfMonth.AddDate(0, 1, 0)
cumultativeBalances, err := h.Service.GetCumultativeBalances(c.Request.Context(), budgetUUID)
if err != nil {
c.AbortWithError(http.StatusInternalServerError, fmt.Errorf("load balances: %w", err))
return
}
// skip everything in the future
categoriesWithBalance, moneyUsed, err := h.calculateBalances(c, budget, firstOfNextMonth, firstOfMonth, categories, cumultativeBalances)
if err != nil {
return
}
availableBalance := postgres.NewZeroNumeric()
for _, cat := range categories {
if cat.ID != budget.IncomeCategoryID {
continue
}
availableBalance = moneyUsed
for _, bal := range cumultativeBalances {
if bal.CategoryID != cat.ID {
continue
}
if !bal.Date.Before(firstOfNextMonth) {
continue
}
availableBalance = availableBalance.Add(bal.Transactions)
}
}
data := struct {
Categories []CategoryWithBalance
AvailableBalance postgres.Numeric
}{categoriesWithBalance, availableBalance}
c.JSON(http.StatusOK, data)
}
func (h *Handler) budgeting(c *gin.Context) {
budgetID := c.Param("budgetid")
budgetUUID, err := uuid.Parse(budgetID)
if err != nil {
c.AbortWithError(http.StatusBadRequest, fmt.Errorf("budgetid missing from URL"))
return
}
budget, err := h.Service.GetBudget(c.Request.Context(), budgetUUID)
if err != nil {
c.AbortWithError(http.StatusNotFound, err)
return
}
accounts, err := h.Service.GetAccountsWithBalance(c.Request.Context(), budgetUUID)
if err != nil {
c.AbortWithError(http.StatusInternalServerError, err)
return
}
data := struct {
Accounts []postgres.GetAccountsWithBalanceRow
Budget postgres.Budget
}{accounts, budget}
c.JSON(http.StatusOK, data)
}
func (h *Handler) calculateBalances(c *gin.Context, budget postgres.Budget, firstOfNextMonth time.Time, firstOfMonth time.Time, categories []postgres.GetCategoriesRow, cumultativeBalances []postgres.GetCumultativeBalancesRow) ([]CategoryWithBalance, postgres.Numeric, error) {
categoriesWithBalance := []CategoryWithBalance{}
hiddenCategory := CategoryWithBalance{
GetCategoriesRow: &postgres.GetCategoriesRow{
Name: "",
Group: "Hidden Categories",
},
Available: postgres.NewZeroNumeric(),
AvailableLastMonth: postgres.NewZeroNumeric(),
Activity: postgres.NewZeroNumeric(),
Assigned: postgres.NewZeroNumeric(),
}
moneyUsed := postgres.NewZeroNumeric()
for i := range categories {
cat := &categories[i]
categoryWithBalance := CategoryWithBalance{
GetCategoriesRow: cat,
Available: postgres.NewZeroNumeric(),
AvailableLastMonth: postgres.NewZeroNumeric(),
Activity: postgres.NewZeroNumeric(),
Assigned: postgres.NewZeroNumeric(),
}
for _, bal := range cumultativeBalances {
if bal.CategoryID != cat.ID {
continue
}
if !bal.Date.Before(firstOfNextMonth) {
continue
}
moneyUsed = moneyUsed.Sub(bal.Assignments)
categoryWithBalance.Available = categoryWithBalance.Available.Add(bal.Assignments)
categoryWithBalance.Available = categoryWithBalance.Available.Add(bal.Transactions)
if !categoryWithBalance.Available.IsPositive() && bal.Date.Before(firstOfMonth) {
moneyUsed = moneyUsed.Add(categoryWithBalance.Available)
categoryWithBalance.Available = postgres.NewZeroNumeric()
}
if bal.Date.Before(firstOfMonth) {
categoryWithBalance.AvailableLastMonth = categoryWithBalance.Available
} else if bal.Date.Before(firstOfNextMonth) {
categoryWithBalance.Activity = bal.Transactions
categoryWithBalance.Assigned = bal.Assignments
}
}
// do not show hidden categories
if cat.Group == "Hidden Categories" {
hiddenCategory.Available = hiddenCategory.Available.Add(categoryWithBalance.Available)
hiddenCategory.AvailableLastMonth = hiddenCategory.AvailableLastMonth.Add(categoryWithBalance.AvailableLastMonth)
hiddenCategory.Activity = hiddenCategory.Activity.Add(categoryWithBalance.Activity)
hiddenCategory.Assigned = hiddenCategory.Assigned.Add(categoryWithBalance.Assigned)
continue
}
if cat.ID == budget.IncomeCategoryID {
continue
}
categoriesWithBalance = append(categoriesWithBalance, categoryWithBalance)
}
categoriesWithBalance = append(categoriesWithBalance, hiddenCategory)
return categoriesWithBalance, moneyUsed, nil
}

View File

@ -1,89 +0,0 @@
package http
import (
"fmt"
"net/http"
"time"
"git.javil.eu/jacob1123/budgeteer/postgres"
"github.com/gin-gonic/gin"
"github.com/google/uuid"
)
type NewTransactionPayload struct {
Date JSONDate `json:"date"`
Payee struct {
ID uuid.NullUUID
Name string
} `json:"payee"`
Category struct {
ID uuid.NullUUID
Name string
} `json:"category"`
Memo string `json:"memo"`
Amount string `json:"amount"`
BudgetID uuid.UUID `json:"budget_id"`
AccountID uuid.UUID `json:"account_id"`
State string `json:"state"`
}
func (h *Handler) newTransaction(c *gin.Context) {
var payload NewTransactionPayload
err := c.BindJSON(&payload)
if err != nil {
c.AbortWithError(http.StatusInternalServerError, err)
return
}
fmt.Printf("%v\n", payload)
amount := postgres.Numeric{}
amount.Set(payload.Amount)
/*transactionUUID, err := getNullUUIDFromParam(c, "transactionid")
if err != nil {
c.AbortWithError(http.StatusInternalServerError, fmt.Errorf("parse transaction id: %w", err))
return
}*/
//if !transactionUUID.Valid {
new := postgres.CreateTransactionParams{
Memo: payload.Memo,
Date: time.Time(payload.Date),
Amount: amount,
AccountID: payload.AccountID,
PayeeID: payload.Payee.ID, //TODO handle new payee
CategoryID: payload.Category.ID, //TODO handle new category
Status: postgres.TransactionStatus(payload.State),
}
_, err = h.Service.CreateTransaction(c.Request.Context(), new)
if err != nil {
c.AbortWithError(http.StatusInternalServerError, fmt.Errorf("create transaction: %w", err))
}
return
// }
/*
_, delete := c.GetPostForm("delete")
if delete {
err = h.Service.DeleteTransaction(c.Request.Context(), transactionUUID.UUID)
if err != nil {
c.AbortWithError(http.StatusInternalServerError, fmt.Errorf("delete transaction: %w", err))
}
return
}
update := postgres.UpdateTransactionParams{
ID: transactionUUID.UUID,
Memo: payload.Memo,
Date: time.Time(payload.Date),
Amount: amount,
AccountID: transactionAccountID,
PayeeID: payload.Payee.ID, //TODO handle new payee
CategoryID: payload.Category.ID, //TODO handle new category
}
err = h.Service.UpdateTransaction(c.Request.Context(), update)
if err != nil {
c.AbortWithError(http.StatusInternalServerError, fmt.Errorf("update transaction: %w", err))
}*/
}

View File

@ -1,56 +0,0 @@
package http
import (
"fmt"
"github.com/gin-gonic/gin"
"github.com/google/uuid"
)
func getUUID(c *gin.Context, name string) (uuid.UUID, error) {
value, succ := c.GetPostForm(name)
if !succ {
return uuid.UUID{}, fmt.Errorf("not set")
}
id, err := uuid.Parse(value)
if err != nil {
return uuid.UUID{}, fmt.Errorf("not a valid uuid: %w", err)
}
return id, nil
}
func getNullUUIDFromParam(c *gin.Context, name string) (uuid.NullUUID, error) {
value := c.Param(name)
if value == "" {
return uuid.NullUUID{}, nil
}
id, err := uuid.Parse(value)
if err != nil {
return uuid.NullUUID{}, fmt.Errorf("not a valid uuid: %w", err)
}
return uuid.NullUUID{
UUID: id,
Valid: true,
}, nil
}
func getNullUUIDFromForm(c *gin.Context, name string) (uuid.NullUUID, error) {
value, succ := c.GetPostForm(name)
if !succ || value == "" {
return uuid.NullUUID{}, nil
}
id, err := uuid.Parse(value)
if err != nil {
return uuid.NullUUID{}, fmt.Errorf("not a valid uuid: %w", err)
}
return uuid.NullUUID{
UUID: id,
Valid: true,
}, nil
}

View File

@ -1,66 +0,0 @@
package http
import (
"fmt"
"net/http"
"git.javil.eu/jacob1123/budgeteer/postgres"
"github.com/gin-gonic/gin"
"github.com/google/uuid"
)
func (h *Handler) importYNAB(c *gin.Context) {
budgetID, succ := c.Params.Get("budgetid")
if !succ {
c.AbortWithError(http.StatusBadRequest, fmt.Errorf("no budget_id specified"))
return
}
budgetUUID, err := uuid.Parse(budgetID)
if !succ {
c.AbortWithError(http.StatusBadRequest, err)
return
}
ynab, err := postgres.NewYNABImport(c.Request.Context(), h.Service.Queries, budgetUUID)
if err != nil {
c.AbortWithError(http.StatusInternalServerError, err)
return
}
transactionsFile, err := c.FormFile("transactions")
if err != nil {
c.AbortWithError(http.StatusInternalServerError, err)
return
}
transactions, err := transactionsFile.Open()
if err != nil {
c.AbortWithError(http.StatusInternalServerError, err)
return
}
err = ynab.ImportTransactions(transactions)
if err != nil {
c.AbortWithError(http.StatusInternalServerError, err)
return
}
assignmentsFile, err := c.FormFile("assignments")
if err != nil {
c.AbortWithError(http.StatusInternalServerError, err)
return
}
assignments, err := assignmentsFile.Open()
if err != nil {
c.AbortWithError(http.StatusInternalServerError, err)
return
}
err = ynab.ImportAssignments(assignments)
if err != nil {
c.AbortWithError(http.StatusInternalServerError, err)
return
}
}

View File

@ -10,11 +10,12 @@ import (
"github.com/google/uuid"
)
// TokenVerifier verifies Tokens
// TokenVerifier verifies Tokens.
type TokenVerifier struct {
Secret string
}
// Token contains everything to authenticate a user
// Token contains everything to authenticate a user.
type Token struct {
username string
name string
@ -24,10 +25,9 @@ type Token struct {
const (
expiration = 72
secret = "uditapbzuditagscwxuqdflgzpbu´ßiaefnlmzeßtrubiadern"
)
// CreateToken creates a new token from username and name
// CreateToken creates a new token from username and name.
func (tv *TokenVerifier) CreateToken(user *postgres.User) (string, error) {
token := jwt.NewWithClaims(jwt.SigningMethodHS256, jwt.MapClaims{
"usr": user.Email,
@ -37,21 +37,27 @@ func (tv *TokenVerifier) CreateToken(user *postgres.User) (string, error) {
})
// Generate encoded token and send it as response.
t, err := token.SignedString([]byte(secret))
t, err := token.SignedString([]byte(tv.Secret))
if err != nil {
return "", err
return "", fmt.Errorf("create token: %w", err)
}
return t, nil
}
// VerifyToken verifys a given string-token
func (tv *TokenVerifier) VerifyToken(tokenString string) (budgeteer.Token, error) {
var (
ErrUnexpectedSigningMethod = fmt.Errorf("unexpected signing method")
ErrInvalidToken = fmt.Errorf("token is invalid")
ErrTokenExpired = fmt.Errorf("token has expired")
)
// VerifyToken verifys a given string-token.
func (tv *TokenVerifier) VerifyToken(tokenString string) (budgeteer.Token, error) { //nolint:ireturn
token, err := jwt.Parse(tokenString, func(token *jwt.Token) (interface{}, error) {
if _, ok := token.Method.(*jwt.SigningMethodHMAC); !ok {
return nil, fmt.Errorf("Unexpected signing method: %v", token.Header["alg"])
return nil, fmt.Errorf("method '%v': %w", token.Header["alg"], ErrUnexpectedSigningMethod)
}
return []byte(secret), nil
return []byte(tv.Secret), nil
})
if err != nil {
return nil, fmt.Errorf("parse jwt: %w", err)
@ -62,7 +68,7 @@ func (tv *TokenVerifier) VerifyToken(tokenString string) (budgeteer.Token, error
return nil, fmt.Errorf("verify jwt: %w", err)
}
tkn := &Token{
tkn := &Token{ //nolint:forcetypeassert
username: claims["usr"].(string),
name: claims["name"].(string),
expiry: claims["exp"].(float64),
@ -73,16 +79,16 @@ func (tv *TokenVerifier) VerifyToken(tokenString string) (budgeteer.Token, error
func verifyToken(token *jwt.Token) (jwt.MapClaims, error) {
if !token.Valid {
return nil, fmt.Errorf("Token is not valid")
return nil, ErrInvalidToken
}
claims, ok := token.Claims.(jwt.MapClaims)
if !ok {
return nil, fmt.Errorf("Claims are not of Type MapClaims")
return nil, ErrInvalidToken
}
if !claims.VerifyExpiresAt(time.Now().Unix(), true) {
return nil, fmt.Errorf("Claims have expired")
return nil, ErrTokenExpired
}
return claims, nil

View File

@ -6,6 +6,7 @@ package postgres
import (
"context"
"git.javil.eu/jacob1123/budgeteer/postgres/numeric"
"github.com/google/uuid"
)
@ -85,19 +86,22 @@ func (q *Queries) GetAccounts(ctx context.Context, budgetID uuid.UUID) ([]Accoun
}
const getAccountsWithBalance = `-- name: GetAccountsWithBalance :many
SELECT accounts.id, accounts.name, accounts.on_budget, SUM(transactions.amount)::decimal(12,2) as balance
SELECT accounts.id, accounts.name, accounts.on_budget,
(SELECT SUM(transactions.amount) FROM transactions WHERE transactions.account_id = accounts.id AND transactions.date < NOW())::decimal(12,2) as working_balance,
(SELECT SUM(transactions.amount) FROM transactions WHERE transactions.account_id = accounts.id AND transactions.date < NOW() AND transactions.status IN ('Cleared', 'Reconciled'))::decimal(12,2) as cleared_balance,
(SELECT SUM(transactions.amount) FROM transactions WHERE transactions.account_id = accounts.id AND transactions.date < NOW() AND transactions.status = 'Reconciled')::decimal(12,2) as reconciled_balance
FROM accounts
LEFT JOIN transactions ON transactions.account_id = accounts.id AND transactions.date < NOW()
WHERE accounts.budget_id = $1
GROUP BY accounts.id, accounts.name
ORDER BY accounts.name
`
type GetAccountsWithBalanceRow struct {
ID uuid.UUID
Name string
OnBudget bool
Balance Numeric
ID uuid.UUID
Name string
OnBudget bool
WorkingBalance numeric.Numeric
ClearedBalance numeric.Numeric
ReconciledBalance numeric.Numeric
}
func (q *Queries) GetAccountsWithBalance(ctx context.Context, budgetID uuid.UUID) ([]GetAccountsWithBalanceRow, error) {
@ -113,7 +117,9 @@ func (q *Queries) GetAccountsWithBalance(ctx context.Context, budgetID uuid.UUID
&i.ID,
&i.Name,
&i.OnBudget,
&i.Balance,
&i.WorkingBalance,
&i.ClearedBalance,
&i.ReconciledBalance,
); err != nil {
return nil, err
}
@ -127,3 +133,76 @@ func (q *Queries) GetAccountsWithBalance(ctx context.Context, budgetID uuid.UUID
}
return items, nil
}
const searchAccounts = `-- name: SearchAccounts :many
SELECT accounts.id, accounts.budget_id, accounts.name, 'account' as type FROM accounts
WHERE accounts.budget_id = $1
AND accounts.name LIKE $2
ORDER BY accounts.name
`
type SearchAccountsParams struct {
BudgetID uuid.UUID
Search string
}
type SearchAccountsRow struct {
ID uuid.UUID
BudgetID uuid.UUID
Name string
Type interface{}
}
func (q *Queries) SearchAccounts(ctx context.Context, arg SearchAccountsParams) ([]SearchAccountsRow, error) {
rows, err := q.db.QueryContext(ctx, searchAccounts, arg.BudgetID, arg.Search)
if err != nil {
return nil, err
}
defer rows.Close()
var items []SearchAccountsRow
for rows.Next() {
var i SearchAccountsRow
if err := rows.Scan(
&i.ID,
&i.BudgetID,
&i.Name,
&i.Type,
); 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 updateAccount = `-- name: UpdateAccount :one
UPDATE accounts
SET name = $1,
on_budget = $2
WHERE accounts.id = $3
RETURNING id, budget_id, name, on_budget
`
type UpdateAccountParams struct {
Name string
OnBudget bool
ID uuid.UUID
}
func (q *Queries) UpdateAccount(ctx context.Context, arg UpdateAccountParams) (Account, error) {
row := q.db.QueryRowContext(ctx, updateAccount, arg.Name, arg.OnBudget, arg.ID)
var i Account
err := row.Scan(
&i.ID,
&i.BudgetID,
&i.Name,
&i.OnBudget,
)
return i, err
}

View File

@ -7,6 +7,7 @@ import (
"context"
"time"
"git.javil.eu/jacob1123/budgeteer/postgres/numeric"
"github.com/google/uuid"
)
@ -21,7 +22,7 @@ RETURNING id, category_id, date, memo, amount
type CreateAssignmentParams struct {
Date time.Time
Amount Numeric
Amount numeric.Numeric
CategoryID uuid.UUID
}
@ -53,6 +54,49 @@ func (q *Queries) DeleteAllAssignments(ctx context.Context, budgetID uuid.UUID)
return result.RowsAffected()
}
const getAllAssignments = `-- name: GetAllAssignments :many
SELECT assignments.date, categories.name as category, category_groups.name as group, assignments.amount
FROM assignments
INNER JOIN categories ON categories.id = assignments.category_id
INNER JOIN category_groups ON categories.category_group_id = category_groups.id
WHERE category_groups.budget_id = $1
`
type GetAllAssignmentsRow struct {
Date time.Time
Category string
Group string
Amount numeric.Numeric
}
func (q *Queries) GetAllAssignments(ctx context.Context, budgetID uuid.UUID) ([]GetAllAssignmentsRow, error) {
rows, err := q.db.QueryContext(ctx, getAllAssignments, budgetID)
if err != nil {
return nil, err
}
defer rows.Close()
var items []GetAllAssignmentsRow
for rows.Next() {
var i GetAllAssignmentsRow
if err := rows.Scan(
&i.Date,
&i.Category,
&i.Group,
&i.Amount,
); 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 getAssignmentsByMonthAndCategory = `-- name: GetAssignmentsByMonthAndCategory :many
SELECT date, category_id, budget_id, amount
FROM assignments_by_month

View File

@ -8,11 +8,15 @@ import (
"github.com/google/uuid"
)
// NewBudget creates a budget and adds it to the current user
// NewBudget creates a budget and adds it to the current user.
func (s *Database) NewBudget(context context.Context, name string, userID uuid.UUID) (*Budget, error) {
tx, err := s.BeginTx(context, &sql.TxOptions{})
q := s.WithTx(tx)
budget, err := q.CreateBudget(context, CreateBudgetParams{
if err != nil {
return nil, fmt.Errorf("begin transaction: %w", err)
}
transaction := s.WithTx(tx)
budget, err := transaction.CreateBudget(context, CreateBudgetParams{
Name: name,
IncomeCategoryID: uuid.New(),
})
@ -21,12 +25,12 @@ func (s *Database) NewBudget(context context.Context, name string, userID uuid.U
}
ub := LinkBudgetToUserParams{UserID: userID, BudgetID: budget.ID}
_, err = q.LinkBudgetToUser(context, ub)
_, err = transaction.LinkBudgetToUser(context, ub)
if err != nil {
return nil, fmt.Errorf("link budget to user: %w", err)
}
group, err := q.CreateCategoryGroup(context, CreateCategoryGroupParams{
group, err := transaction.CreateCategoryGroup(context, CreateCategoryGroupParams{
Name: "Inflow",
BudgetID: budget.ID,
})
@ -34,7 +38,7 @@ func (s *Database) NewBudget(context context.Context, name string, userID uuid.U
return nil, fmt.Errorf("create inflow category_group: %w", err)
}
cat, err := q.CreateCategory(context, CreateCategoryParams{
cat, err := transaction.CreateCategory(context, CreateCategoryParams{
Name: "Ready to Assign",
CategoryGroupID: group.ID,
})
@ -42,7 +46,7 @@ func (s *Database) NewBudget(context context.Context, name string, userID uuid.U
return nil, fmt.Errorf("create ready to assign category: %w", err)
}
err = q.SetInflowCategory(context, SetInflowCategoryParams{
err = transaction.SetInflowCategory(context, SetInflowCategoryParams{
IncomeCategoryID: cat.ID,
ID: budget.ID,
})
@ -50,7 +54,10 @@ func (s *Database) NewBudget(context context.Context, name string, userID uuid.U
return nil, fmt.Errorf("set inflow category: %w", err)
}
tx.Commit()
err = tx.Commit()
if err != nil {
return nil, fmt.Errorf("commit: %w", err)
}
return &budget, nil
}

View File

@ -118,7 +118,8 @@ func (q *Queries) GetCategoryGroups(ctx context.Context, budgetID uuid.UUID) ([]
}
const searchCategories = `-- name: SearchCategories :many
SELECT CONCAT(category_groups.name, ' : ', categories.name) as name, categories.id FROM categories
SELECT CONCAT(category_groups.name, ' : ', categories.name) as name, categories.id, 'category' as type
FROM categories
INNER JOIN category_groups ON categories.category_group_id = category_groups.id
WHERE category_groups.budget_id = $1
AND categories.name LIKE $2
@ -133,6 +134,7 @@ type SearchCategoriesParams struct {
type SearchCategoriesRow struct {
Name interface{}
ID uuid.UUID
Type interface{}
}
func (q *Queries) SearchCategories(ctx context.Context, arg SearchCategoriesParams) ([]SearchCategoriesRow, error) {
@ -144,7 +146,7 @@ func (q *Queries) SearchCategories(ctx context.Context, arg SearchCategoriesPara
var items []SearchCategoriesRow
for rows.Next() {
var i SearchCategoriesRow
if err := rows.Scan(&i.Name, &i.ID); err != nil {
if err := rows.Scan(&i.Name, &i.ID, &i.Type); err != nil {
return nil, err
}
items = append(items, i)

View File

@ -5,7 +5,7 @@ import (
"embed"
"fmt"
_ "github.com/jackc/pgx/v4/stdlib"
_ "github.com/jackc/pgx/v4/stdlib" // needed for pg connection
"github.com/pressly/goose/v3"
)
@ -17,7 +17,7 @@ type Database struct {
*sql.DB
}
// Connect to a database
// Connect connects to a database.
func Connect(typ string, connString string) (*Database, error) {
conn, err := sql.Open(typ, connString)
if err != nil {

View File

@ -7,6 +7,7 @@ import (
"context"
"time"
"git.javil.eu/jacob1123/budgeteer/postgres/numeric"
"github.com/google/uuid"
)
@ -23,10 +24,10 @@ ORDER BY COALESCE(ass.date, tra.date), COALESCE(ass.category_id, tra.category_id
type GetCumultativeBalancesRow struct {
Date time.Time
CategoryID uuid.UUID
Assignments Numeric
AssignmentsCum Numeric
Transactions Numeric
TransactionsCum Numeric
Assignments numeric.Numeric
AssignmentsCum numeric.Numeric
Transactions numeric.Numeric
TransactionsCum numeric.Numeric
}
func (q *Queries) GetCumultativeBalances(ctx context.Context, budgetID uuid.UUID) ([]GetCumultativeBalancesRow, error) {

View File

@ -7,6 +7,7 @@ import (
"fmt"
"time"
"git.javil.eu/jacob1123/budgeteer/postgres/numeric"
"github.com/google/uuid"
)
@ -42,7 +43,7 @@ type Assignment struct {
CategoryID uuid.UUID
Date time.Time
Memo sql.NullString
Amount Numeric
Amount numeric.Numeric
}
type AssignmentsByMonth struct {
@ -71,6 +72,24 @@ type CategoryGroup struct {
Name string
}
type DisplayTransaction struct {
ID uuid.UUID
Date time.Time
Memo string
Amount numeric.Numeric
GroupID uuid.NullUUID
Status TransactionStatus
Account string
PayeeID uuid.NullUUID
CategoryID uuid.NullUUID
Payee string
CategoryGroup string
Category string
TransferAccount string
BudgetID uuid.UUID
AccountID uuid.UUID
}
type Payee struct {
ID uuid.UUID
BudgetID uuid.UUID
@ -81,7 +100,7 @@ type Transaction struct {
ID uuid.UUID
Date time.Time
Memo string
Amount Numeric
Amount numeric.Numeric
AccountID uuid.UUID
CategoryID uuid.NullUUID
PayeeID uuid.NullUUID

View File

@ -1,129 +0,0 @@
package postgres
import (
"fmt"
"math/big"
"github.com/jackc/pgtype"
)
type Numeric struct {
pgtype.Numeric
}
func NewZeroNumeric() Numeric {
return Numeric{pgtype.Numeric{Exp: 0, Int: big.NewInt(0), Status: pgtype.Present, NaN: false}}
}
func (n Numeric) GetFloat64() float64 {
if n.Status != pgtype.Present {
return 0
}
var balance float64
err := n.AssignTo(&balance)
if err != nil {
panic(err)
}
return balance
}
func (n Numeric) IsPositive() bool {
if n.Status != pgtype.Present {
return true
}
float := n.GetFloat64()
return float >= 0
}
func (n Numeric) IsZero() bool {
if n.Status != pgtype.Present {
return true
}
float := n.GetFloat64()
return float == 0
}
func (n Numeric) MatchExp(exp int32) Numeric {
diffExp := n.Exp - exp
factor := big.NewInt(0).Exp(big.NewInt(10), big.NewInt(int64(diffExp)), nil)
return Numeric{pgtype.Numeric{
Exp: exp,
Int: big.NewInt(0).Mul(n.Int, factor),
Status: n.Status,
NaN: n.NaN,
}}
}
func (n Numeric) Sub(o Numeric) Numeric {
left := n
right := o
if n.Exp < o.Exp {
right = o.MatchExp(n.Exp)
} else if n.Exp > o.Exp {
left = n.MatchExp(o.Exp)
}
if left.Exp == right.Exp {
return Numeric{pgtype.Numeric{
Exp: left.Exp,
Int: big.NewInt(0).Sub(left.Int, right.Int),
}}
}
panic("Cannot subtract with different exponents")
}
func (n Numeric) Add(o Numeric) Numeric {
left := n
right := o
if n.Exp < o.Exp {
right = o.MatchExp(n.Exp)
} else if n.Exp > o.Exp {
left = n.MatchExp(o.Exp)
}
if left.Exp == right.Exp {
return Numeric{pgtype.Numeric{
Exp: left.Exp,
Int: big.NewInt(0).Add(left.Int, right.Int),
}}
}
panic("Cannot add with different exponents")
}
func (n Numeric) MarshalJSON() ([]byte, error) {
if n.Int.Int64() == 0 {
return []byte("\"0\""), nil
}
s := fmt.Sprintf("%d", n.Int)
bytes := []byte(s)
exp := n.Exp
for exp > 0 {
bytes = append(bytes, byte('0'))
exp--
}
if exp == 0 {
return bytes, nil
}
length := int32(len(bytes))
var bytesWithSeparator []byte
exp = -exp
for length <= exp {
bytes = append(bytes, byte('0'))
length++
}
split := length - exp
bytesWithSeparator = append(bytesWithSeparator, bytes[:split]...)
if split == 1 && n.Int.Int64() < 0 {
bytesWithSeparator = append(bytesWithSeparator, byte('0'))
}
bytesWithSeparator = append(bytesWithSeparator, byte('.'))
bytesWithSeparator = append(bytesWithSeparator, bytes[split:]...)
return bytesWithSeparator, nil
}

226
postgres/numeric/numeric.go Normal file
View File

@ -0,0 +1,226 @@
package numeric
import (
"fmt"
"math/big"
"strings"
"unicode/utf8"
"github.com/jackc/pgtype"
)
type Numeric struct {
pgtype.Numeric
}
func Zero() Numeric {
return Numeric{pgtype.Numeric{Exp: 0, Int: big.NewInt(0), Status: pgtype.Present, NaN: false}}
}
func FromInt64(value int64) Numeric {
return Numeric{Numeric: pgtype.Numeric{Int: big.NewInt(value), Status: pgtype.Present}}
}
func FromInt64WithExp(value int64, exp int32) Numeric {
return Numeric{Numeric: pgtype.Numeric{Int: big.NewInt(value), Exp: exp, Status: pgtype.Present}}
}
func (n Numeric) GetFloat64() float64 {
if n.Status != pgtype.Present {
return 0
}
var balance float64
err := n.AssignTo(&balance)
if err != nil {
panic(err)
}
return balance
}
func (n Numeric) IsPositive() bool {
if n.Status != pgtype.Present {
return true
}
float := n.GetFloat64()
return float >= 0
}
func (n Numeric) IsZero() bool {
if n.Status != pgtype.Present {
return true
}
float := n.GetFloat64()
return float == 0
}
func (n Numeric) MatchExp(exp int32) Numeric {
diffExp := n.Exp - exp
factor := big.NewInt(0).Exp(big.NewInt(10), big.NewInt(int64(diffExp)), nil) //nolint:gomnd
return Numeric{pgtype.Numeric{
Exp: exp,
Int: big.NewInt(0).Mul(n.Int, factor),
Status: n.Status,
NaN: n.NaN,
}}
}
func (n Numeric) Sub(other Numeric) Numeric {
left := n
right := other
if n.Exp < other.Exp {
right = other.MatchExp(n.Exp)
} else if n.Exp > other.Exp {
left = n.MatchExp(other.Exp)
}
if left.Exp == right.Exp {
return Numeric{pgtype.Numeric{
Exp: left.Exp,
Int: big.NewInt(0).Sub(left.Int, right.Int),
}}
}
panic("Cannot subtract with different exponents")
}
func (n Numeric) Neg() Numeric {
return Numeric{pgtype.Numeric{Exp: n.Exp, Int: big.NewInt(-1 * n.Int.Int64()), Status: n.Status}}
}
func (n Numeric) Add(other Numeric) Numeric {
left := n
right := other
if n.Exp < other.Exp {
right = other.MatchExp(n.Exp)
} else if n.Exp > other.Exp {
left = n.MatchExp(other.Exp)
}
if left.Exp == right.Exp {
return Numeric{pgtype.Numeric{
Exp: left.Exp,
Int: big.NewInt(0).Add(left.Int, right.Int),
}}
}
panic("Cannot add with different exponents")
}
func (n Numeric) String() string {
if n.Int == nil || n.Int.Int64() == 0 {
return "0"
}
s := fmt.Sprintf("%d", n.Int)
bytes := []byte(s)
exp := n.Exp
for exp > 0 {
bytes = append(bytes, byte('0'))
exp--
}
if exp == 0 {
return string(bytes)
}
length := int32(len(bytes))
var bytesWithSeparator []byte
exp = -exp
for length <= exp {
if n.Int.Int64() < 0 {
bytes = append([]byte{bytes[0], byte('0')}, bytes[1:]...)
} else {
bytes = append([]byte{byte('0')}, bytes...)
}
length++
}
split := length - exp
bytesWithSeparator = append(bytesWithSeparator, bytes[:split]...)
if split == 1 && n.Int.Int64() < 0 {
bytesWithSeparator = append(bytesWithSeparator, byte('0'))
}
bytesWithSeparator = append(bytesWithSeparator, byte('.'))
bytesWithSeparator = append(bytesWithSeparator, bytes[split:]...)
return string(bytesWithSeparator)
}
func (n Numeric) MarshalJSON() ([]byte, error) {
if n.Int == nil || n.Int.Int64() == 0 {
return []byte("0"), nil
}
s := fmt.Sprintf("%d", n.Int)
bytes := []byte(s)
exp := n.Exp
for exp > 0 {
bytes = append(bytes, byte('0'))
exp--
}
if exp == 0 {
return bytes, nil
}
length := int32(len(bytes))
var bytesWithSeparator []byte
exp = -exp
for length <= exp {
if n.Int.Int64() < 0 {
bytes = append([]byte{bytes[0], byte('0')}, bytes[1:]...)
} else {
bytes = append([]byte{byte('0')}, bytes...)
}
length++
}
split := length - exp
bytesWithSeparator = append(bytesWithSeparator, bytes[:split]...)
if split == 1 && n.Int.Int64() < 0 {
bytesWithSeparator = append(bytesWithSeparator, byte('0'))
}
bytesWithSeparator = append(bytesWithSeparator, byte('.'))
bytesWithSeparator = append(bytesWithSeparator, bytes[split:]...)
return bytesWithSeparator, nil
}
func MustParse(text string) Numeric {
num, err := Parse(text)
if err != nil {
panic(err)
}
return num
}
func Parse(text string) (Numeric, error) {
// Unify decimal separator
text = strings.Replace(text, ",", ".", 1)
num := Numeric{}
err := num.Set(text)
if err != nil {
return num, fmt.Errorf("parse numeric %s: %w", text, err)
}
return num, nil
}
func ParseCurrency(text string) (Numeric, error) {
// Remove trailing currency
text = trimLastChar(text)
return Parse(text)
}
func trimLastChar(s string) string {
r, size := utf8.DecodeLastRuneInString(s)
if r == utf8.RuneError && (size == 0 || size == 1) {
size = 0
}
return s[:len(s)-size]
}

View File

@ -0,0 +1,118 @@
package numeric_test
import (
"testing"
"git.javil.eu/jacob1123/budgeteer/postgres/numeric"
)
type TestCaseMarshalJSON struct {
Value numeric.Numeric
Result string
}
func TestMarshalJSON(t *testing.T) {
t.Parallel()
tests := []TestCaseMarshalJSON{
{numeric.Zero(), `0`},
{numeric.MustParse("1.23"), "1.23"},
{numeric.MustParse("1,24"), "1.24"},
{numeric.MustParse("1"), "1"},
{numeric.MustParse("10"), "10"},
{numeric.MustParse("100"), "100"},
{numeric.MustParse("1000"), "1000"},
{numeric.MustParse("0.1"), "0.1"},
{numeric.MustParse("0.01"), "0.01"},
{numeric.MustParse("0.001"), "0.001"},
{numeric.MustParse("0.0001"), "0.0001"},
{numeric.MustParse("-1"), "-1"},
{numeric.MustParse("-10"), "-10"},
{numeric.MustParse("-100"), "-100"},
{numeric.MustParse("-1000"), "-1000"},
{numeric.MustParse("-0.1"), "-0.1"},
{numeric.MustParse("-0.01"), "-0.01"},
{numeric.MustParse("-0.001"), "-0.001"},
{numeric.MustParse("-0.0001"), "-0.0001"},
{numeric.MustParse("123456789.12345"), "123456789.12345"},
{numeric.MustParse("123456789.12345"), "123456789.12345"},
{numeric.MustParse("-1.23"), "-1.23"},
{numeric.MustParse("-1,24"), "-1.24"},
{numeric.MustParse("-123456789.12345"), "-123456789.12345"},
}
for i := range tests {
test := tests[i]
t.Run(test.Result, func(t *testing.T) {
t.Parallel()
z := test.Value
result, err := z.MarshalJSON()
if err != nil {
t.Error(err)
return
}
if string(result) != test.Result {
t.Errorf("Expected %s, got %s", test.Result, string(result))
return
}
})
}
}
type TestCaseParse struct {
Result numeric.Numeric
Value string
}
func TestParse(t *testing.T) {
t.Parallel()
tests := []TestCaseParse{
{numeric.FromInt64WithExp(0, 0), `0`},
{numeric.FromInt64WithExp(1, 0), `1`},
{numeric.FromInt64WithExp(1, 1), `10`},
{numeric.FromInt64WithExp(1, 2), `100`},
{numeric.FromInt64WithExp(1, 3), `1000`},
{numeric.FromInt64WithExp(1, -1), `0.1`},
{numeric.FromInt64WithExp(1, -2), `0.01`},
{numeric.FromInt64WithExp(1, -3), `0.001`},
{numeric.FromInt64WithExp(1, -4), `0.0001`},
{numeric.FromInt64WithExp(-1, 0), `-1`},
{numeric.FromInt64WithExp(-1, 1), `-10`},
{numeric.FromInt64WithExp(-1, 2), `-100`},
{numeric.FromInt64WithExp(-1, 3), `-1000`},
{numeric.FromInt64WithExp(-1, -1), `-0.1`},
{numeric.FromInt64WithExp(-1, -2), `-0.01`},
{numeric.FromInt64WithExp(-1, -3), `-0.001`},
{numeric.FromInt64WithExp(-1, -4), `-0.0001`},
{numeric.FromInt64WithExp(123, -2), "1.23"},
{numeric.FromInt64WithExp(124, -2), "1,24"},
{numeric.FromInt64WithExp(12345678912345, -5), "123456789.12345"},
{numeric.FromInt64WithExp(0, 0), `-0`},
{numeric.FromInt64WithExp(-1, 0), `-1`},
{numeric.FromInt64WithExp(-1, 1), `-10`},
{numeric.FromInt64WithExp(-1, 2), `-100`},
{numeric.FromInt64WithExp(-123, -2), "-1.23"},
{numeric.FromInt64WithExp(-124, -2), "-1,24"},
{numeric.FromInt64WithExp(-12345678912345, -5), "-123456789.12345"},
}
for i := range tests {
test := tests[i]
t.Run(test.Value, func(t *testing.T) {
t.Parallel()
result, err := numeric.Parse(test.Value)
if err != nil {
t.Error(err)
return
}
if test.Result.Int.Int64() != result.Int.Int64() {
t.Errorf("Expected int %d, got %d", test.Result.Int, result.Int)
return
}
if test.Result.Exp != result.Exp {
t.Errorf("Expected exp %d, got %d", test.Result.Exp, result.Exp)
return
}
})
}
}

View File

@ -58,7 +58,7 @@ func (q *Queries) GetPayees(ctx context.Context, budgetID uuid.UUID) ([]Payee, e
}
const searchPayees = `-- name: SearchPayees :many
SELECT payees.id, payees.budget_id, payees.name FROM payees
SELECT payees.id, payees.budget_id, payees.name, 'payee' as type FROM payees
WHERE payees.budget_id = $1
AND payees.name LIKE $2
ORDER BY payees.name
@ -69,16 +69,28 @@ type SearchPayeesParams struct {
Search string
}
func (q *Queries) SearchPayees(ctx context.Context, arg SearchPayeesParams) ([]Payee, error) {
type SearchPayeesRow struct {
ID uuid.UUID
BudgetID uuid.UUID
Name string
Type interface{}
}
func (q *Queries) SearchPayees(ctx context.Context, arg SearchPayeesParams) ([]SearchPayeesRow, error) {
rows, err := q.db.QueryContext(ctx, searchPayees, arg.BudgetID, arg.Search)
if err != nil {
return nil, err
}
defer rows.Close()
var items []Payee
var items []SearchPayeesRow
for rows.Next() {
var i Payee
if err := rows.Scan(&i.ID, &i.BudgetID, &i.Name); err != nil {
var i SearchPayeesRow
if err := rows.Scan(
&i.ID,
&i.BudgetID,
&i.Name,
&i.Type,
); err != nil {
return nil, err
}
items = append(items, i)

View File

@ -14,9 +14,23 @@ WHERE accounts.budget_id = $1
ORDER BY accounts.name;
-- name: GetAccountsWithBalance :many
SELECT accounts.id, accounts.name, accounts.on_budget, SUM(transactions.amount)::decimal(12,2) as balance
SELECT accounts.id, accounts.name, accounts.on_budget,
(SELECT SUM(transactions.amount) FROM transactions WHERE transactions.account_id = accounts.id AND transactions.date < NOW())::decimal(12,2) as working_balance,
(SELECT SUM(transactions.amount) FROM transactions WHERE transactions.account_id = accounts.id AND transactions.date < NOW() AND transactions.status IN ('Cleared', 'Reconciled'))::decimal(12,2) as cleared_balance,
(SELECT SUM(transactions.amount) FROM transactions WHERE transactions.account_id = accounts.id AND transactions.date < NOW() AND transactions.status = 'Reconciled')::decimal(12,2) as reconciled_balance
FROM accounts
LEFT JOIN transactions ON transactions.account_id = accounts.id AND transactions.date < NOW()
WHERE accounts.budget_id = $1
GROUP BY accounts.id, accounts.name
ORDER BY accounts.name;
ORDER BY accounts.name;
-- name: SearchAccounts :many
SELECT accounts.id, accounts.budget_id, accounts.name, 'account' as type FROM accounts
WHERE accounts.budget_id = @budget_id
AND accounts.name LIKE @search
ORDER BY accounts.name;
-- name: UpdateAccount :one
UPDATE accounts
SET name = $1,
on_budget = $2
WHERE accounts.id = $3
RETURNING *;

View File

@ -15,4 +15,11 @@ WHERE categories.id = assignments.category_id AND category_groups.budget_id = @b
-- name: GetAssignmentsByMonthAndCategory :many
SELECT *
FROM assignments_by_month
WHERE assignments_by_month.budget_id = @budget_id;
WHERE assignments_by_month.budget_id = @budget_id;
-- name: GetAllAssignments :many
SELECT assignments.date, categories.name as category, category_groups.name as group, assignments.amount
FROM assignments
INNER JOIN categories ON categories.id = assignments.category_id
INNER JOIN category_groups ON categories.category_group_id = category_groups.id
WHERE category_groups.budget_id = @budget_id;

View File

@ -21,7 +21,8 @@ WHERE category_groups.budget_id = $1
ORDER BY category_groups.name, categories.name;
-- name: SearchCategories :many
SELECT CONCAT(category_groups.name, ' : ', categories.name) as name, categories.id FROM categories
SELECT CONCAT(category_groups.name, ' : ', categories.name) as name, categories.id, 'category' as type
FROM categories
INNER JOIN category_groups ON categories.category_group_id = category_groups.id
WHERE category_groups.budget_id = @budget_id
AND categories.name LIKE @search

View File

@ -10,7 +10,7 @@ WHERE payees.budget_id = $1
ORDER BY name;
-- name: SearchPayees :many
SELECT payees.* FROM payees
SELECT payees.*, 'payee' as type FROM payees
WHERE payees.budget_id = @budget_id
AND payees.name LIKE @search
ORDER BY payees.name;

View File

@ -1,60 +1,40 @@
-- name: GetTransaction :one
SELECT * FROM transactions
SELECT * FROM display_transactions
WHERE id = $1;
-- name: CreateTransaction :one
INSERT INTO transactions
(date, memo, amount, account_id, payee_id, category_id, group_id, status)
VALUES ($1, $2, $3, $4, $5, $6, $7, $8)
RETURNING *;
RETURNING id;
-- name: UpdateTransaction :exec
UPDATE transactions
SET date = $1,
memo = $2,
amount = $3,
account_id = $4,
payee_id = $5,
category_id = $6
WHERE id = $7;
payee_id = $4,
category_id = $5
WHERE id = $6;
-- name: SetTransactionReconciled :exec
UPDATE transactions
SET status = 'Reconciled'
WHERE id = $1;
-- name: DeleteTransaction :exec
DELETE FROM transactions
WHERE id = $1;
-- name: GetTransactionsForBudget :many
SELECT transactions.id, transactions.date, transactions.memo, transactions.amount, transactions.group_id, transactions.status,
accounts.name as account, COALESCE(payees.name, '') as payee, COALESCE(category_groups.name, '') as category_group, COALESCE(categories.name, '') as category
FROM transactions
INNER JOIN accounts ON accounts.id = transactions.account_id
LEFT JOIN payees ON payees.id = transactions.payee_id
LEFT JOIN categories ON categories.id = transactions.category_id
LEFT JOIN category_groups ON category_groups.id = categories.category_group_id
WHERE accounts.budget_id = $1
ORDER BY transactions.date DESC
LIMIT 200;
-- name: GetAllTransactionsForBudget :many
SELECT t.*
FROM display_transactions AS t
WHERE t.budget_id = $1;
-- name: GetTransactionsForAccount :many
SELECT transactions.id, transactions.date, transactions.memo,
transactions.amount, transactions.group_id, transactions.status,
accounts.name as account,
COALESCE(payees.name, '') as payee,
COALESCE(category_groups.name, '') as category_group,
COALESCE(categories.name, '') as category,
(
SELECT CONCAT(otherAccounts.name)
FROM transactions otherTransactions
LEFT JOIN accounts otherAccounts ON otherAccounts.id = otherTransactions.account_id
WHERE otherTransactions.group_id = transactions.group_id
AND otherTransactions.id != transactions.id
) as transfer_account
FROM transactions
INNER JOIN accounts ON accounts.id = transactions.account_id
LEFT JOIN payees ON payees.id = transactions.payee_id
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
SELECT t.*
FROM display_transactions AS t
WHERE t.account_id = $1
LIMIT 200;
-- name: DeleteAllTransactions :execrows

View File

@ -0,0 +1,25 @@
-- +goose Up
CREATE VIEW display_transactions AS
SELECT transactions.id, transactions.date, transactions.memo,
transactions.amount, transactions.group_id, transactions.status,
accounts.name as account, transactions.payee_id, transactions.category_id,
COALESCE(payees.name, '') as payee,
COALESCE(category_groups.name, '') as category_group,
COALESCE(categories.name, '') as category,
COALESCE((
SELECT CONCAT(otherAccounts.name)
FROM transactions otherTransactions
LEFT JOIN accounts otherAccounts ON otherAccounts.id = otherTransactions.account_id
WHERE otherTransactions.group_id = transactions.group_id
AND otherTransactions.id != transactions.id
), '')::text as transfer_account,
accounts.budget_id, transactions.account_id
FROM transactions
INNER JOIN accounts ON accounts.id = transactions.account_id
LEFT JOIN payees ON payees.id = transactions.payee_id
LEFT JOIN categories ON categories.id = transactions.category_id
LEFT JOIN category_groups ON category_groups.id = categories.category_group_id
ORDER BY transactions.date DESC;
-- +goose Down
DROP VIEW display_transactions;

View File

@ -7,6 +7,7 @@ import (
"context"
"time"
"git.javil.eu/jacob1123/budgeteer/postgres/numeric"
"github.com/google/uuid"
)
@ -14,13 +15,13 @@ const createTransaction = `-- name: CreateTransaction :one
INSERT INTO transactions
(date, memo, amount, account_id, payee_id, category_id, group_id, status)
VALUES ($1, $2, $3, $4, $5, $6, $7, $8)
RETURNING id, date, memo, amount, account_id, category_id, payee_id, group_id, status
RETURNING id
`
type CreateTransactionParams struct {
Date time.Time
Memo string
Amount Numeric
Amount numeric.Numeric
AccountID uuid.UUID
PayeeID uuid.NullUUID
CategoryID uuid.NullUUID
@ -28,7 +29,7 @@ type CreateTransactionParams struct {
Status TransactionStatus
}
func (q *Queries) CreateTransaction(ctx context.Context, arg CreateTransactionParams) (Transaction, error) {
func (q *Queries) CreateTransaction(ctx context.Context, arg CreateTransactionParams) (uuid.UUID, error) {
row := q.db.QueryRowContext(ctx, createTransaction,
arg.Date,
arg.Memo,
@ -39,19 +40,9 @@ func (q *Queries) CreateTransaction(ctx context.Context, arg CreateTransactionPa
arg.GroupID,
arg.Status,
)
var i Transaction
err := row.Scan(
&i.ID,
&i.Date,
&i.Memo,
&i.Amount,
&i.AccountID,
&i.CategoryID,
&i.PayeeID,
&i.GroupID,
&i.Status,
)
return i, err
var id uuid.UUID
err := row.Scan(&id)
return id, err
}
const deleteAllTransactions = `-- name: DeleteAllTransactions :execrows
@ -79,24 +70,75 @@ func (q *Queries) DeleteTransaction(ctx context.Context, id uuid.UUID) error {
return err
}
const getAllTransactionsForBudget = `-- name: GetAllTransactionsForBudget :many
SELECT t.id, t.date, t.memo, t.amount, t.group_id, t.status, t.account, t.payee_id, t.category_id, t.payee, t.category_group, t.category, t.transfer_account, t.budget_id, t.account_id
FROM display_transactions AS t
WHERE t.budget_id = $1
`
func (q *Queries) GetAllTransactionsForBudget(ctx context.Context, budgetID uuid.UUID) ([]DisplayTransaction, error) {
rows, err := q.db.QueryContext(ctx, getAllTransactionsForBudget, budgetID)
if err != nil {
return nil, err
}
defer rows.Close()
var items []DisplayTransaction
for rows.Next() {
var i DisplayTransaction
if err := rows.Scan(
&i.ID,
&i.Date,
&i.Memo,
&i.Amount,
&i.GroupID,
&i.Status,
&i.Account,
&i.PayeeID,
&i.CategoryID,
&i.Payee,
&i.CategoryGroup,
&i.Category,
&i.TransferAccount,
&i.BudgetID,
&i.AccountID,
); 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 getTransaction = `-- name: GetTransaction :one
SELECT id, date, memo, amount, account_id, category_id, payee_id, group_id, status FROM transactions
SELECT id, date, memo, amount, group_id, status, account, payee_id, category_id, payee, category_group, category, transfer_account, budget_id, account_id FROM display_transactions
WHERE id = $1
`
func (q *Queries) GetTransaction(ctx context.Context, id uuid.UUID) (Transaction, error) {
func (q *Queries) GetTransaction(ctx context.Context, id uuid.UUID) (DisplayTransaction, error) {
row := q.db.QueryRowContext(ctx, getTransaction, id)
var i Transaction
var i DisplayTransaction
err := row.Scan(
&i.ID,
&i.Date,
&i.Memo,
&i.Amount,
&i.AccountID,
&i.CategoryID,
&i.PayeeID,
&i.GroupID,
&i.Status,
&i.Account,
&i.PayeeID,
&i.CategoryID,
&i.Payee,
&i.CategoryGroup,
&i.Category,
&i.TransferAccount,
&i.BudgetID,
&i.AccountID,
)
return i, err
}
@ -136,52 +178,21 @@ func (q *Queries) GetTransactionsByMonthAndCategory(ctx context.Context, budgetI
}
const getTransactionsForAccount = `-- name: GetTransactionsForAccount :many
SELECT transactions.id, transactions.date, transactions.memo,
transactions.amount, transactions.group_id, transactions.status,
accounts.name as account,
COALESCE(payees.name, '') as payee,
COALESCE(category_groups.name, '') as category_group,
COALESCE(categories.name, '') as category,
(
SELECT CONCAT(otherAccounts.name)
FROM transactions otherTransactions
LEFT JOIN accounts otherAccounts ON otherAccounts.id = otherTransactions.account_id
WHERE otherTransactions.group_id = transactions.group_id
AND otherTransactions.id != transactions.id
) as transfer_account
FROM transactions
INNER JOIN accounts ON accounts.id = transactions.account_id
LEFT JOIN payees ON payees.id = transactions.payee_id
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
SELECT t.id, t.date, t.memo, t.amount, t.group_id, t.status, t.account, t.payee_id, t.category_id, t.payee, t.category_group, t.category, t.transfer_account, t.budget_id, t.account_id
FROM display_transactions AS t
WHERE t.account_id = $1
LIMIT 200
`
type GetTransactionsForAccountRow struct {
ID uuid.UUID
Date time.Time
Memo string
Amount Numeric
GroupID uuid.NullUUID
Status TransactionStatus
Account string
Payee string
CategoryGroup string
Category string
TransferAccount interface{}
}
func (q *Queries) GetTransactionsForAccount(ctx context.Context, accountID uuid.UUID) ([]GetTransactionsForAccountRow, error) {
func (q *Queries) GetTransactionsForAccount(ctx context.Context, accountID uuid.UUID) ([]DisplayTransaction, error) {
rows, err := q.db.QueryContext(ctx, getTransactionsForAccount, accountID)
if err != nil {
return nil, err
}
defer rows.Close()
var items []GetTransactionsForAccountRow
var items []DisplayTransaction
for rows.Next() {
var i GetTransactionsForAccountRow
var i DisplayTransaction
if err := rows.Scan(
&i.ID,
&i.Date,
@ -190,10 +201,14 @@ func (q *Queries) GetTransactionsForAccount(ctx context.Context, accountID uuid.
&i.GroupID,
&i.Status,
&i.Account,
&i.PayeeID,
&i.CategoryID,
&i.Payee,
&i.CategoryGroup,
&i.Category,
&i.TransferAccount,
&i.BudgetID,
&i.AccountID,
); err != nil {
return nil, err
}
@ -208,64 +223,15 @@ func (q *Queries) GetTransactionsForAccount(ctx context.Context, accountID uuid.
return items, nil
}
const getTransactionsForBudget = `-- name: GetTransactionsForBudget :many
SELECT transactions.id, transactions.date, transactions.memo, transactions.amount, transactions.group_id, transactions.status,
accounts.name as account, COALESCE(payees.name, '') as payee, COALESCE(category_groups.name, '') as category_group, COALESCE(categories.name, '') as category
FROM transactions
INNER JOIN accounts ON accounts.id = transactions.account_id
LEFT JOIN payees ON payees.id = transactions.payee_id
LEFT JOIN categories ON categories.id = transactions.category_id
LEFT JOIN category_groups ON category_groups.id = categories.category_group_id
WHERE accounts.budget_id = $1
ORDER BY transactions.date DESC
LIMIT 200
const setTransactionReconciled = `-- name: SetTransactionReconciled :exec
UPDATE transactions
SET status = 'Reconciled'
WHERE id = $1
`
type GetTransactionsForBudgetRow struct {
ID uuid.UUID
Date time.Time
Memo string
Amount Numeric
GroupID uuid.NullUUID
Status TransactionStatus
Account string
Payee string
CategoryGroup string
Category string
}
func (q *Queries) GetTransactionsForBudget(ctx context.Context, budgetID uuid.UUID) ([]GetTransactionsForBudgetRow, error) {
rows, err := q.db.QueryContext(ctx, getTransactionsForBudget, budgetID)
if err != nil {
return nil, err
}
defer rows.Close()
var items []GetTransactionsForBudgetRow
for rows.Next() {
var i GetTransactionsForBudgetRow
if err := rows.Scan(
&i.ID,
&i.Date,
&i.Memo,
&i.Amount,
&i.GroupID,
&i.Status,
&i.Account,
&i.Payee,
&i.CategoryGroup,
&i.Category,
); 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
func (q *Queries) SetTransactionReconciled(ctx context.Context, id uuid.UUID) error {
_, err := q.db.ExecContext(ctx, setTransactionReconciled, id)
return err
}
const updateTransaction = `-- name: UpdateTransaction :exec
@ -273,17 +239,15 @@ UPDATE transactions
SET date = $1,
memo = $2,
amount = $3,
account_id = $4,
payee_id = $5,
category_id = $6
WHERE id = $7
payee_id = $4,
category_id = $5
WHERE id = $6
`
type UpdateTransactionParams struct {
Date time.Time
Memo string
Amount Numeric
AccountID uuid.UUID
Amount numeric.Numeric
PayeeID uuid.NullUUID
CategoryID uuid.NullUUID
ID uuid.UUID
@ -294,7 +258,6 @@ func (q *Queries) UpdateTransaction(ctx context.Context, arg UpdateTransactionPa
arg.Date,
arg.Memo,
arg.Amount,
arg.AccountID,
arg.PayeeID,
arg.CategoryID,
arg.ID,

144
postgres/ynab-export.go Normal file
View File

@ -0,0 +1,144 @@
package postgres
import (
"context"
"encoding/csv"
"fmt"
"io"
"git.javil.eu/jacob1123/budgeteer/postgres/numeric"
"github.com/google/uuid"
)
type YNABExport struct {
queries *Queries
budgetID uuid.UUID
}
func NewYNABExport(context context.Context, queries *Queries, budgetID uuid.UUID) (*YNABExport, error) {
return &YNABExport{
queries: queries,
budgetID: budgetID,
}, nil
}
// ImportAssignments expects a TSV-file as exported by YNAB in the following format:
// "Month" "Category Group/Category" "Category Group" "Category" "Budgeted" "Activity" "Available"
// "Apr 2019" "Income: Next Month" "Income" "Next Month" 0,00€ 0,00€ 0,00€
//
// Activity and Available are not imported, since they are determined by the transactions and historic assignments.
func (ynab *YNABExport) ExportAssignments(context context.Context, w io.Writer) error {
csv := csv.NewWriter(w)
csv.Comma = '\t'
assignments, err := ynab.queries.GetAllAssignments(context, ynab.budgetID)
if err != nil {
return fmt.Errorf("load assignments: %w", err)
}
count := 0
for _, assignment := range assignments {
row := []string{
assignment.Date.Format("Jan 2006"),
assignment.Group + ": " + assignment.Category,
assignment.Group,
assignment.Category,
assignment.Amount.String() + "€",
numeric.Zero().String() + "€",
numeric.Zero().String() + "€",
}
err := csv.Write(row)
if err != nil {
return fmt.Errorf("write assignment: %w", err)
}
count++
}
csv.Flush()
fmt.Printf("Exported %d assignments\n", count)
return nil
}
// ImportTransactions expects a TSV-file as exported by YNAB in the following format:
// "Account" "Flag" "Date" "Payee" "Category Group/Category" "Category Group" "Category" "Memo" "Outflow" "Inflow" "Cleared"
// "Cash" "" "11.12.2021" "Transfer : Checking" "" "" "" "Brought to bank" 500,00€ 0,00€ "Cleared".
func (ynab *YNABExport) ExportTransactions(context context.Context, w io.Writer) error {
csv := csv.NewWriter(w)
csv.Comma = '\t'
transactions, err := ynab.queries.GetAllTransactionsForBudget(context, ynab.budgetID)
if err != nil {
return fmt.Errorf("load transactions: %w", err)
}
header := []string{
"Account",
"Flag",
"Date",
"Payee",
"Category Group/Category",
"Category Group",
"Category",
"Memo",
"Outflow",
"Inflow",
"Cleared",
}
err = csv.Write(header)
if err != nil {
return fmt.Errorf("write transaction: %w", err)
}
count := 0
for _, transaction := range transactions {
row := GetTransactionRow(transaction)
err := csv.Write(row)
if err != nil {
return fmt.Errorf("write transaction: %w", err)
}
count++
}
csv.Flush()
fmt.Printf("Exported %d transactions\n", count)
return nil
}
func GetTransactionRow(transaction DisplayTransaction) []string {
row := []string{
transaction.Account,
"", // Flag
transaction.Date.Format("02.01.2006"),
}
if transaction.TransferAccount != "" {
row = append(row, "Transfer : "+transaction.TransferAccount)
} else {
row = append(row, transaction.Payee)
}
if transaction.CategoryGroup != "" && transaction.Category != "" {
row = append(row,
transaction.CategoryGroup+": "+transaction.Category,
transaction.CategoryGroup,
transaction.Category)
} else {
row = append(row, "", "", "")
}
row = append(row, transaction.Memo)
if transaction.Amount.IsPositive() {
row = append(row, numeric.Zero().String()+"€", transaction.Amount.String()+"€")
} else {
row = append(row, transaction.Amount.String()[1:]+"€", numeric.Zero().String()+"€")
}
return append(row, string(transaction.Status))
}

View File

@ -7,13 +7,12 @@ import (
"io"
"strings"
"time"
"unicode/utf8"
"git.javil.eu/jacob1123/budgeteer/postgres/numeric"
"github.com/google/uuid"
)
type YNABImport struct {
Context context.Context
accounts []Account
payees []Payee
categories []GetCategoriesRow
@ -22,73 +21,70 @@ type YNABImport struct {
budgetID uuid.UUID
}
func NewYNABImport(context context.Context, q *Queries, budgetID uuid.UUID) (*YNABImport, error) {
accounts, err := q.GetAccounts(context, budgetID)
func NewYNABImport(context context.Context, queries *Queries, budgetID uuid.UUID) (*YNABImport, error) {
accounts, err := queries.GetAccounts(context, budgetID)
if err != nil {
return nil, err
}
payees, err := q.GetPayees(context, budgetID)
payees, err := queries.GetPayees(context, budgetID)
if err != nil {
return nil, err
}
categories, err := q.GetCategories(context, budgetID)
categories, err := queries.GetCategories(context, budgetID)
if err != nil {
return nil, err
}
categoryGroups, err := q.GetCategoryGroups(context, budgetID)
categoryGroups, err := queries.GetCategoryGroups(context, budgetID)
if err != nil {
return nil, err
}
return &YNABImport{
Context: context,
accounts: accounts,
payees: payees,
categories: categories,
categoryGroups: categoryGroups,
queries: q,
queries: queries,
budgetID: budgetID,
}, nil
}
// ImportAssignments expects a TSV-file as exported by YNAB in the following format:
//"Month" "Category Group/Category" "Category Group" "Category" "Budgeted" "Activity" "Available"
//"Apr 2019" "Income: Next Month" "Income" "Next Month" 0,00€ 0,00€ 0,00€
// "Month" "Category Group/Category" "Category Group" "Category" "Budgeted" "Activity" "Available"
// "Apr 2019" "Income: Next Month" "Income" "Next Month" 0,00€ 0,00€ 0,00€
//
// Activity and Available are not imported, since they are determined by the transactions and historic assignments
func (ynab *YNABImport) ImportAssignments(r io.Reader) error {
// Activity and Available are not imported, since they are determined by the transactions and historic assignments.
func (ynab *YNABImport) ImportAssignments(context context.Context, r io.Reader) error {
csv := csv.NewReader(r)
csv.Comma = '\t'
csv.LazyQuotes = true
csvData, err := csv.ReadAll()
if err != nil {
return fmt.Errorf("could not read from tsv: %w", err)
return fmt.Errorf("read from tsv: %w", err)
}
count := 0
for _, record := range csvData[1:] {
dateString := record[0]
date, err := time.Parse("Jan 2006", dateString)
if err != nil {
return fmt.Errorf("could not parse date %s: %w", dateString, err)
return fmt.Errorf("parse date %s: %w", dateString, err)
}
categoryGroup, categoryName := record[2], record[3] //also in 1 joined by :
category, err := ynab.GetCategory(categoryGroup, categoryName)
categoryGroup, categoryName := record[2], record[3] // also in 1 joined by :
category, err := ynab.GetCategory(context, categoryGroup, categoryName)
if err != nil {
return fmt.Errorf("could not get category %s/%s: %w", categoryGroup, categoryName, err)
return fmt.Errorf("get category %s/%s: %w", categoryGroup, categoryName, err)
}
amountString := record[4]
amount, err := GetAmount(amountString, "0,00€")
if err != nil {
return fmt.Errorf("could not parse amount %s: %w", amountString, err)
return fmt.Errorf("parse amount %s: %w", amountString, err)
}
if amount.Int.Int64() == 0 {
@ -100,9 +96,9 @@ func (ynab *YNABImport) ImportAssignments(r io.Reader) error {
CategoryID: category.UUID,
Amount: amount,
}
_, err = ynab.queries.CreateAssignment(ynab.Context, assignment)
_, err = ynab.queries.CreateAssignment(context, assignment)
if err != nil {
return fmt.Errorf("could not save assignment %v: %w", assignment, err)
return fmt.Errorf("save assignment %v: %w", assignment, err)
}
count++
@ -121,188 +117,210 @@ type Transfer struct {
}
// ImportTransactions expects a TSV-file as exported by YNAB in the following format:
func (ynab *YNABImport) ImportTransactions(r io.Reader) error {
// "Account" "Flag" "Date" "Payee" "Category Group/Category" "Category Group" "Category" "Memo" "Outflow" "Inflow" "Cleared"
// "Cash" "" "11.12.2021" "Transfer : Checking" "" "" "" "Brought to bank" 500,00€ 0,00€ "Cleared".
func (ynab *YNABImport) ImportTransactions(context context.Context, r io.Reader) error {
csv := csv.NewReader(r)
csv.Comma = '\t'
csv.LazyQuotes = true
csvData, err := csv.ReadAll()
if err != nil {
return fmt.Errorf("could not read from tsv: %w", err)
return fmt.Errorf("read from tsv: %w", err)
}
var openTransfers []Transfer
count := 0
for _, record := range csvData[1:] {
accountName := record[0]
account, err := ynab.GetAccount(accountName)
transaction, err := ynab.GetTransaction(context, record)
if err != nil {
return fmt.Errorf("could not get account %s: %w", accountName, err)
}
//flag := record[1]
dateString := record[2]
date, err := time.Parse("02.01.2006", dateString)
if err != nil {
return fmt.Errorf("could not parse date %s: %w", dateString, err)
}
categoryGroup, categoryName := record[5], record[6] //also in 4 joined by :
category, err := ynab.GetCategory(categoryGroup, categoryName)
if err != nil {
return fmt.Errorf("could not get category %s/%s: %w", categoryGroup, categoryName, err)
}
memo := record[7]
outflow := record[8]
inflow := record[9]
amount, err := GetAmount(inflow, outflow)
if err != nil {
return fmt.Errorf("could not parse amount from (%s/%s): %w", inflow, outflow, err)
}
statusEnum := TransactionStatusUncleared
status := record[10]
switch status {
case "Cleared":
statusEnum = TransactionStatusCleared
case "Reconciled":
statusEnum = TransactionStatusReconciled
case "Uncleared":
}
transaction := CreateTransactionParams{
Date: date,
Memo: memo,
AccountID: account.ID,
CategoryID: category,
Amount: amount,
Status: statusEnum,
return err
}
payeeName := record[3]
// Transaction is a transfer
if strings.HasPrefix(payeeName, "Transfer : ") {
// Transaction is a transfer to
transferToAccountName := payeeName[11:]
transferToAccount, err := ynab.GetAccount(transferToAccountName)
if err != nil {
return fmt.Errorf("Could not get transfer account %s: %w", transferToAccountName, err)
}
transfer := Transfer{
transaction,
transferToAccount,
accountName,
transferToAccountName,
}
found := false
for i, openTransfer := range openTransfers {
if openTransfer.TransferToAccount.ID != transfer.AccountID {
continue
}
if openTransfer.AccountID != transfer.TransferToAccount.ID {
continue
}
if openTransfer.Amount.GetFloat64() != -1*transfer.Amount.GetFloat64() {
continue
}
fmt.Printf("Matched transfers from %s to %s over %f\n", account.Name, transferToAccount.Name, amount.GetFloat64())
openTransfers[i] = openTransfers[len(openTransfers)-1]
openTransfers = openTransfers[:len(openTransfers)-1]
found = true
groupID := uuid.New()
transfer.GroupID = uuid.NullUUID{UUID: groupID, Valid: true}
openTransfer.GroupID = uuid.NullUUID{UUID: groupID, Valid: true}
_, err = ynab.queries.CreateTransaction(ynab.Context, transfer.CreateTransactionParams)
if err != nil {
return fmt.Errorf("could not save transaction %v: %w", transfer.CreateTransactionParams, err)
}
_, err = ynab.queries.CreateTransaction(ynab.Context, openTransfer.CreateTransactionParams)
if err != nil {
return fmt.Errorf("could not save transaction %v: %w", openTransfer.CreateTransactionParams, err)
}
break
}
if !found {
openTransfers = append(openTransfers, transfer)
}
err = ynab.ImportTransferTransaction(context, payeeName, transaction.CreateTransactionParams,
&openTransfers, transaction.Account, transaction.Amount)
} else {
payeeID, err := ynab.GetPayee(payeeName)
if err != nil {
return fmt.Errorf("could not get payee %s: %w", payeeName, err)
}
transaction.PayeeID = payeeID
_, err = ynab.queries.CreateTransaction(ynab.Context, transaction)
if err != nil {
return fmt.Errorf("could not save transaction %v: %w", transaction, err)
}
err = ynab.ImportRegularTransaction(context, payeeName, transaction.CreateTransactionParams)
}
if err != nil {
return err
}
count++
}
for _, openTransfer := range openTransfers {
fmt.Printf("Saving unmatched transfer from %s to %s on %s over %f as regular transaction\n", openTransfer.FromAccount, openTransfer.ToAccount, openTransfer.Date, openTransfer.Amount.GetFloat64())
_, err = ynab.queries.CreateTransaction(ynab.Context, openTransfer.CreateTransactionParams)
fmt.Printf("Saving unmatched transfer from %s to %s on %s over %f as regular transaction\n",
openTransfer.FromAccount, openTransfer.ToAccount, openTransfer.Date, openTransfer.Amount.GetFloat64())
_, err = ynab.queries.CreateTransaction(context, openTransfer.CreateTransactionParams)
if err != nil {
return fmt.Errorf("could not save transaction %v: %w", openTransfer.CreateTransactionParams, err)
return fmt.Errorf("save transaction %v: %w", openTransfer.CreateTransactionParams, err)
}
}
fmt.Printf("Imported %d transactions\n", count)
return nil
}
func trimLastChar(s string) string {
r, size := utf8.DecodeLastRuneInString(s)
if r == utf8.RuneError && (size == 0 || size == 1) {
size = 0
}
return s[:len(s)-size]
type NewTransaction struct {
CreateTransactionParams
Account *Account
}
func GetAmount(inflow string, outflow string) (Numeric, error) {
// Remove trailing currency
inflow = strings.Replace(trimLastChar(inflow), ",", ".", 1)
outflow = strings.Replace(trimLastChar(outflow), ",", ".", 1)
num := Numeric{}
err := num.Set(inflow)
func (ynab *YNABImport) GetTransaction(context context.Context, record []string) (NewTransaction, error) {
accountName := record[0]
account, err := ynab.GetAccount(context, accountName)
if err != nil {
return num, fmt.Errorf("Could not parse inflow %s: %w", inflow, err)
return NewTransaction{}, fmt.Errorf("get account %s: %w", accountName, err)
}
// flag := record[1]
dateString := record[2]
date, err := time.Parse("02.01.2006", dateString)
if err != nil {
return NewTransaction{}, fmt.Errorf("parse date %s: %w", dateString, err)
}
categoryGroup, categoryName := record[5], record[6] // also in 4 joined by :
category, err := ynab.GetCategory(context, categoryGroup, categoryName)
if err != nil {
return NewTransaction{}, fmt.Errorf("get category %s/%s: %w", categoryGroup, categoryName, err)
}
memo := record[7]
outflow := record[8]
inflow := record[9]
amount, err := GetAmount(inflow, outflow)
if err != nil {
return NewTransaction{}, fmt.Errorf("parse amount from (%s/%s): %w", inflow, outflow, err)
}
statusEnum := TransactionStatusUncleared
status := record[10]
switch status {
case "Cleared":
statusEnum = TransactionStatusCleared
case "Reconciled":
statusEnum = TransactionStatusReconciled
case "Uncleared":
}
return NewTransaction{
CreateTransactionParams: CreateTransactionParams{
Date: date,
Memo: memo,
AccountID: account.ID,
CategoryID: category,
Amount: amount,
Status: statusEnum,
},
Account: account,
}, nil
}
func (ynab *YNABImport) ImportRegularTransaction(context context.Context, payeeName string,
transaction CreateTransactionParams) error {
payeeID, err := ynab.GetPayee(context, payeeName)
if err != nil {
return fmt.Errorf("get payee %s: %w", payeeName, err)
}
transaction.PayeeID = payeeID
_, err = ynab.queries.CreateTransaction(context, transaction)
if err != nil {
return fmt.Errorf("save transaction %v: %w", transaction, err)
}
return nil
}
func (ynab *YNABImport) ImportTransferTransaction(context context.Context, payeeName string,
transaction CreateTransactionParams, openTransfers *[]Transfer,
account *Account, amount numeric.Numeric) error {
transferToAccountName := payeeName[11:]
transferToAccount, err := ynab.GetAccount(context, transferToAccountName)
if err != nil {
return fmt.Errorf("get transfer account %s: %w", transferToAccountName, err)
}
transfer := Transfer{
transaction,
transferToAccount,
account.Name,
transferToAccountName,
}
found := false
for i, openTransfer := range *openTransfers {
if openTransfer.TransferToAccount.ID != transfer.AccountID {
continue
}
if openTransfer.AccountID != transfer.TransferToAccount.ID {
continue
}
if openTransfer.Amount.GetFloat64() != -1*transfer.Amount.GetFloat64() {
continue
}
fmt.Printf("Matched transfers from %s to %s over %f\n", account.Name, transferToAccount.Name, amount.GetFloat64())
transfers := *openTransfers
transfers[i] = transfers[len(transfers)-1]
*openTransfers = transfers[:len(transfers)-1]
found = true
groupID := uuid.New()
transfer.GroupID = uuid.NullUUID{UUID: groupID, Valid: true}
openTransfer.GroupID = uuid.NullUUID{UUID: groupID, Valid: true}
_, err = ynab.queries.CreateTransaction(context, transfer.CreateTransactionParams)
if err != nil {
return fmt.Errorf("save transaction %v: %w", transfer.CreateTransactionParams, err)
}
_, err = ynab.queries.CreateTransaction(context, openTransfer.CreateTransactionParams)
if err != nil {
return fmt.Errorf("save transaction %v: %w", openTransfer.CreateTransactionParams, err)
}
break
}
if !found {
*openTransfers = append(*openTransfers, transfer)
}
return nil
}
func GetAmount(inflow string, outflow string) (numeric.Numeric, error) {
in, err := numeric.ParseCurrency(inflow)
if err != nil {
return in, fmt.Errorf("parse inflow: %w", err)
}
if !in.IsZero() {
return in, nil
}
// if inflow is zero, use outflow
if num.Int.Int64() != 0 {
return num, nil
}
err = num.Set("-" + outflow)
out, err := numeric.ParseCurrency("-" + outflow)
if err != nil {
return num, fmt.Errorf("Could not parse outflow %s: %w", inflow, err)
return out, fmt.Errorf("parse outflow: %w", err)
}
return num, nil
return out, nil
}
func (ynab *YNABImport) GetAccount(name string) (*Account, error) {
func (ynab *YNABImport) GetAccount(context context.Context, name string) (*Account, error) {
for _, acc := range ynab.accounts {
if acc.Name == name {
return &acc, nil
}
}
account, err := ynab.queries.CreateAccount(ynab.Context, CreateAccountParams{Name: name, BudgetID: ynab.budgetID})
account, err := ynab.queries.CreateAccount(context, CreateAccountParams{Name: name, BudgetID: ynab.budgetID})
if err != nil {
return nil, err
}
@ -311,7 +329,7 @@ func (ynab *YNABImport) GetAccount(name string) (*Account, error) {
return &account, nil
}
func (ynab *YNABImport) GetPayee(name string) (uuid.NullUUID, error) {
func (ynab *YNABImport) GetPayee(context context.Context, name string) (uuid.NullUUID, error) {
if name == "" {
return uuid.NullUUID{}, nil
}
@ -322,7 +340,7 @@ func (ynab *YNABImport) GetPayee(name string) (uuid.NullUUID, error) {
}
}
payee, err := ynab.queries.CreatePayee(ynab.Context, CreatePayeeParams{Name: name, BudgetID: ynab.budgetID})
payee, err := ynab.queries.CreatePayee(context, CreatePayeeParams{Name: name, BudgetID: ynab.budgetID})
if err != nil {
return uuid.NullUUID{}, err
}
@ -331,7 +349,7 @@ func (ynab *YNABImport) GetPayee(name string) (uuid.NullUUID, error) {
return uuid.NullUUID{UUID: payee.ID, Valid: true}, nil
}
func (ynab *YNABImport) GetCategory(group string, name string) (uuid.NullUUID, error) {
func (ynab *YNABImport) GetCategory(context context.Context, group string, name string) (uuid.NullUUID, error) { //nolint
if group == "" || name == "" {
return uuid.NullUUID{}, nil
}
@ -342,32 +360,25 @@ func (ynab *YNABImport) GetCategory(group string, name string) (uuid.NullUUID, e
}
}
for _, categoryGroup := range ynab.categoryGroups {
if categoryGroup.Name == group {
createCategory := CreateCategoryParams{Name: name, CategoryGroupID: categoryGroup.ID}
category, err := ynab.queries.CreateCategory(ynab.Context, createCategory)
if err != nil {
return uuid.NullUUID{}, err
}
getCategory := 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
var categoryGroup CategoryGroup
for _, existingGroup := range ynab.categoryGroups {
if existingGroup.Name == group {
categoryGroup = existingGroup
}
}
categoryGroup, err := ynab.queries.CreateCategoryGroup(ynab.Context, CreateCategoryGroupParams{Name: group, BudgetID: ynab.budgetID})
if err != nil {
return uuid.NullUUID{}, err
if categoryGroup.Name == "" {
newGroup := CreateCategoryGroupParams{Name: group, BudgetID: ynab.budgetID}
var err error
categoryGroup, err = ynab.queries.CreateCategoryGroup(context, newGroup)
if err != nil {
return uuid.NullUUID{}, err
}
ynab.categoryGroups = append(ynab.categoryGroups, categoryGroup)
}
ynab.categoryGroups = append(ynab.categoryGroups, categoryGroup)
category, err := ynab.queries.CreateCategory(ynab.Context, CreateCategoryParams{Name: name, CategoryGroupID: categoryGroup.ID})
newCategory := CreateCategoryParams{Name: name, CategoryGroupID: categoryGroup.ID}
category, err := ynab.queries.CreateCategory(context, newCategory)
if err != nil {
return uuid.NullUUID{}, err
}

71
server/account.go Normal file
View File

@ -0,0 +1,71 @@
package server
import (
"net/http"
"git.javil.eu/jacob1123/budgeteer/postgres"
"github.com/gin-gonic/gin"
"github.com/google/uuid"
)
func (h *Handler) transactionsForAccount(c *gin.Context) {
accountID := c.Param("accountid")
accountUUID, err := uuid.Parse(accountID)
if err != nil {
c.AbortWithError(http.StatusBadRequest, err)
return
}
account, err := h.Service.GetAccount(c.Request.Context(), accountUUID)
if err != nil {
c.AbortWithError(http.StatusNotFound, err)
return
}
transactions, err := h.Service.GetTransactionsForAccount(c.Request.Context(), accountUUID)
if err != nil {
c.AbortWithError(http.StatusNotFound, err)
return
}
c.JSON(http.StatusOK, TransactionsResponse{account, transactions})
}
type TransactionsResponse struct {
Account postgres.Account
Transactions []postgres.DisplayTransaction
}
type EditAccountRequest struct {
Name string `json:"name"`
OnBudget bool `json:"onBudget"`
}
func (h *Handler) editAccount(c *gin.Context) {
accountID := c.Param("accountid")
accountUUID, err := uuid.Parse(accountID)
if err != nil {
c.AbortWithError(http.StatusBadRequest, err)
return
}
var request EditAccountRequest
err = c.BindJSON(&request)
if err != nil {
c.AbortWithError(http.StatusBadRequest, err)
return
}
updateParams := postgres.UpdateAccountParams{
Name: request.Name,
OnBudget: request.OnBudget,
ID: accountUUID,
}
account, err := h.Service.UpdateAccount(c.Request.Context(), updateParams)
if err != nil {
c.AbortWithError(http.StatusNotFound, err)
return
}
h.returnBudgetingData(c, account.BudgetID)
}

View File

@ -1,7 +1,8 @@
package http
package server
import (
"encoding/json"
"fmt"
"net/http"
"net/http/httptest"
"strings"
@ -10,47 +11,54 @@ import (
"git.javil.eu/jacob1123/budgeteer/bcrypt"
"git.javil.eu/jacob1123/budgeteer/jwt"
"git.javil.eu/jacob1123/budgeteer/postgres"
"github.com/gin-gonic/gin"
txdb "github.com/DATA-DOG/go-txdb"
"github.com/gin-gonic/gin"
)
func init() {
func init() { //nolint:gochecknoinits
txdb.Register("pgtx", "pgx", "postgres://budgeteer_test:budgeteer_test@localhost:5432/budgeteer_test")
}
func TestListTimezonesHandler(t *testing.T) {
db, err := postgres.Connect("pgtx", "example")
func TestRegisterUser(t *testing.T) { //nolint:funlen
t.Parallel()
database, err := postgres.Connect("pgtx", "example")
if err != nil {
t.Errorf("could not connect to db: %s", err)
fmt.Printf("could not connect to db: %s\n", err)
t.Skip()
return
}
h := Handler{
Service: db,
TokenVerifier: &jwt.TokenVerifier{},
Service: database,
TokenVerifier: &jwt.TokenVerifier{
Secret: "this_is_my_demo_secret_for_unit_tests",
},
CredentialsVerifier: &bcrypt.Verifier{},
}
rr := httptest.NewRecorder()
c, engine := gin.CreateTestContext(rr)
recorder := httptest.NewRecorder()
context, engine := gin.CreateTestContext(recorder)
h.LoadRoutes(engine)
t.Run("RegisterUser", func(t *testing.T) {
c.Request, err = http.NewRequest(http.MethodPost, "/api/v1/user/register", strings.NewReader(`{"password":"pass","email":"info@example.com","name":"Test"}`))
t.Parallel()
context.Request, err = http.NewRequest(
http.MethodPost,
"/api/v1/user/register",
strings.NewReader(`{"password":"pass","email":"info@example.com","name":"Test"}`))
if err != nil {
t.Errorf("error creating request: %s", err)
return
}
h.registerPost(c)
h.registerPost(context)
if rr.Code != http.StatusOK {
t.Errorf("handler returned wrong status code: got %v want %v", rr.Code, http.StatusOK)
if recorder.Code != http.StatusOK {
t.Errorf("handler returned wrong status code: got %v want %v", recorder.Code, http.StatusOK)
}
var response LoginResponse
err = json.NewDecoder(rr.Body).Decode(&response)
err = json.NewDecoder(recorder.Body).Decode(&response)
if err != nil {
t.Error(err.Error())
t.Error("Error registering")
@ -61,13 +69,14 @@ func TestListTimezonesHandler(t *testing.T) {
})
t.Run("GetTransactions", func(t *testing.T) {
c.Request, err = http.NewRequest(http.MethodGet, "/account/accountid/transactions", nil)
if rr.Code != http.StatusOK {
t.Errorf("handler returned wrong status code: got %v want %v", rr.Code, http.StatusOK)
t.Parallel()
context.Request, err = http.NewRequest(http.MethodGet, "/account/accountid/transactions", nil)
if recorder.Code != http.StatusOK {
t.Errorf("handler returned wrong status code: got %v want %v", recorder.Code, http.StatusOK)
}
var response TransactionsResponse
err = json.NewDecoder(rr.Body).Decode(&response)
err = json.NewDecoder(recorder.Body).Decode(&response)
if err != nil {
t.Error(err.Error())
t.Error("Error retreiving list of transactions.")

View File

@ -1,4 +1,4 @@
package http
package server
import (
"fmt"

72
server/autocomplete.go Normal file
View File

@ -0,0 +1,72 @@
package server
import (
"net/http"
"strings"
"git.javil.eu/jacob1123/budgeteer/postgres"
"github.com/gin-gonic/gin"
"github.com/google/uuid"
)
func (h *Handler) autocompleteCategories(c *gin.Context) {
budgetID := c.Param("budgetid")
budgetUUID, err := uuid.Parse(budgetID)
if err != nil {
c.AbortWithStatusJSON(http.StatusBadRequest, ErrorResponse{"budgetid missing from URL"})
return
}
query := c.Request.URL.Query().Get("s")
searchParams := postgres.SearchCategoriesParams{
BudgetID: budgetUUID,
Search: "%" + query + "%",
}
categories, err := h.Service.SearchCategories(c.Request.Context(), searchParams)
if err != nil {
c.AbortWithError(http.StatusInternalServerError, err)
return
}
c.JSON(http.StatusOK, categories)
}
func (h *Handler) autocompletePayee(c *gin.Context) {
budgetID := c.Param("budgetid")
budgetUUID, err := uuid.Parse(budgetID)
if err != nil {
c.AbortWithStatusJSON(http.StatusBadRequest, ErrorResponse{"budgetid missing from URL"})
return
}
query := c.Request.URL.Query().Get("s")
transferPrefix := "Transfer"
if strings.HasPrefix(query, transferPrefix) {
searchParams := postgres.SearchAccountsParams{
BudgetID: budgetUUID,
Search: "%" + strings.Trim(query[len(transferPrefix):], " \t\n:") + "%",
}
accounts, err := h.Service.SearchAccounts(c.Request.Context(), searchParams)
if err != nil {
c.AbortWithError(http.StatusInternalServerError, err)
return
}
c.JSON(http.StatusOK, accounts)
} else {
searchParams := postgres.SearchPayeesParams{
BudgetID: budgetUUID,
Search: query + "%",
}
payees, err := h.Service.SearchPayees(c.Request.Context(), searchParams)
if err != nil {
c.AbortWithError(http.StatusInternalServerError, err)
return
}
c.JSON(http.StatusOK, payees)
}
}

View File

@ -1,10 +1,8 @@
package http
package server
import (
"fmt"
"net/http"
"git.javil.eu/jacob1123/budgeteer"
"github.com/gin-gonic/gin"
)
@ -14,18 +12,17 @@ type newBudgetInformation struct {
func (h *Handler) newBudget(c *gin.Context) {
var newBudget newBudgetInformation
err := c.BindJSON(&newBudget)
if err != nil {
if err := c.BindJSON(&newBudget); err != nil {
c.AbortWithError(http.StatusNotAcceptable, err)
return
}
if newBudget.Name == "" {
c.AbortWithError(http.StatusNotAcceptable, fmt.Errorf("Budget name is needed"))
c.AbortWithStatusJSON(http.StatusBadRequest, ErrorResponse{"budget name is required"})
return
}
userID := c.MustGet("token").(budgeteer.Token).GetID()
userID := MustGetToken(c).GetID()
budget, err := h.Service.NewBudget(c.Request.Context(), newBudget.Name, userID)
if err != nil {
c.AbortWithError(http.StatusInternalServerError, err)

222
server/budgeting.go Normal file
View File

@ -0,0 +1,222 @@
package server
import (
"fmt"
"net/http"
"strconv"
"time"
"git.javil.eu/jacob1123/budgeteer/postgres"
"git.javil.eu/jacob1123/budgeteer/postgres/numeric"
"github.com/gin-gonic/gin"
"github.com/google/uuid"
)
func getFirstOfMonth(year, month int, location *time.Location) time.Time {
return time.Date(year, time.Month(month), 1, 0, 0, 0, 0, location)
}
func getFirstOfMonthTime(date time.Time) time.Time {
var monthM time.Month
year, monthM, _ := date.Date()
month := int(monthM)
return getFirstOfMonth(year, month, date.Location())
}
type CategoryWithBalance struct {
*postgres.GetCategoriesRow
Available numeric.Numeric
AvailableLastMonth numeric.Numeric
Activity numeric.Numeric
Assigned numeric.Numeric
}
func NewCategoryWithBalance(category *postgres.GetCategoriesRow) CategoryWithBalance {
return CategoryWithBalance{
GetCategoriesRow: category,
Available: numeric.Zero(),
AvailableLastMonth: numeric.Zero(),
Activity: numeric.Zero(),
Assigned: numeric.Zero(),
}
}
func getDate(c *gin.Context) (time.Time, error) {
var year, month int
yearString := c.Param("year")
monthString := c.Param("month")
if yearString == "" && monthString == "" {
return getFirstOfMonthTime(time.Now()), nil
}
year, err := strconv.Atoi(yearString)
if err != nil {
return time.Time{}, fmt.Errorf("parse year: %w", err)
}
month, err = strconv.Atoi(monthString)
if err != nil {
return time.Time{}, fmt.Errorf("parse month: %w", err)
}
return getFirstOfMonth(year, month, time.Now().Location()), nil
}
func (h *Handler) budgetingForMonth(c *gin.Context) {
budgetID := c.Param("budgetid")
budgetUUID, err := uuid.Parse(budgetID)
if err != nil {
c.AbortWithStatusJSON(http.StatusBadRequest, ErrorResponse{"budgetid missing from URL"})
return
}
budget, err := h.Service.GetBudget(c.Request.Context(), budgetUUID)
if err != nil {
c.AbortWithError(http.StatusBadRequest, err)
return
}
firstOfMonth, err := getDate(c)
if err != nil {
c.Redirect(http.StatusTemporaryRedirect, "/budget/"+budgetUUID.String())
return
}
categories, err := h.Service.GetCategories(c.Request.Context(), budgetUUID)
if err != nil {
c.AbortWithError(http.StatusInternalServerError, err)
return
}
firstOfNextMonth := firstOfMonth.AddDate(0, 1, 0)
cumultativeBalances, err := h.Service.GetCumultativeBalances(c.Request.Context(), budgetUUID)
if err != nil {
c.AbortWithStatusJSON(http.StatusInternalServerError, ErrorResponse{fmt.Sprintf("error loading balances: %s", err)})
return
}
categoriesWithBalance, moneyUsed := h.calculateBalances(
budget, firstOfNextMonth, firstOfMonth, categories, cumultativeBalances)
availableBalance := h.getAvailableBalance(categories, budget, moneyUsed, cumultativeBalances, firstOfNextMonth)
data := struct {
Categories []CategoryWithBalance
AvailableBalance numeric.Numeric
}{categoriesWithBalance, availableBalance}
c.JSON(http.StatusOK, data)
}
func (*Handler) getAvailableBalance(categories []postgres.GetCategoriesRow, budget postgres.Budget,
moneyUsed numeric.Numeric, cumultativeBalances []postgres.GetCumultativeBalancesRow,
firstOfNextMonth time.Time) numeric.Numeric {
availableBalance := numeric.Zero()
for _, cat := range categories {
if cat.ID != budget.IncomeCategoryID {
continue
}
availableBalance = moneyUsed
for _, bal := range cumultativeBalances {
if bal.CategoryID != cat.ID {
continue
}
if !bal.Date.Before(firstOfNextMonth) {
continue
}
availableBalance = availableBalance.Add(bal.Transactions)
}
}
return availableBalance
}
type BudgetingResponse struct {
Accounts []postgres.GetAccountsWithBalanceRow
Budget postgres.Budget
}
func (h *Handler) budgeting(c *gin.Context) {
budgetID := c.Param("budgetid")
budgetUUID, err := uuid.Parse(budgetID)
if err != nil {
c.AbortWithStatusJSON(http.StatusBadRequest, ErrorResponse{"budgetid missing from URL"})
return
}
h.returnBudgetingData(c, budgetUUID)
}
func (h *Handler) returnBudgetingData(c *gin.Context, budgetUUID uuid.UUID) {
budget, err := h.Service.GetBudget(c.Request.Context(), budgetUUID)
if err != nil {
c.AbortWithError(http.StatusNotFound, err)
return
}
accounts, err := h.Service.GetAccountsWithBalance(c.Request.Context(), budgetUUID)
if err != nil {
c.AbortWithError(http.StatusInternalServerError, err)
return
}
data := BudgetingResponse{accounts, budget}
c.JSON(http.StatusOK, data)
}
func (h *Handler) calculateBalances(budget postgres.Budget,
firstOfNextMonth time.Time, firstOfMonth time.Time, categories []postgres.GetCategoriesRow,
cumultativeBalances []postgres.GetCumultativeBalancesRow) ([]CategoryWithBalance, numeric.Numeric) {
categoriesWithBalance := []CategoryWithBalance{}
moneyUsed := numeric.Zero()
for i := range categories {
cat := &categories[i]
// do not show hidden categories
categoryWithBalance := h.CalculateCategoryBalances(cat, cumultativeBalances,
firstOfNextMonth, &moneyUsed, firstOfMonth, budget)
if cat.ID == budget.IncomeCategoryID {
continue
}
categoriesWithBalance = append(categoriesWithBalance, categoryWithBalance)
}
return categoriesWithBalance, moneyUsed
}
func (*Handler) CalculateCategoryBalances(cat *postgres.GetCategoriesRow,
cumultativeBalances []postgres.GetCumultativeBalancesRow, firstOfNextMonth time.Time,
moneyUsed *numeric.Numeric, firstOfMonth time.Time, budget postgres.Budget) CategoryWithBalance {
categoryWithBalance := NewCategoryWithBalance(cat)
for _, bal := range cumultativeBalances {
if bal.CategoryID != cat.ID {
continue
}
// skip everything in the future
if !bal.Date.Before(firstOfNextMonth) {
continue
}
*moneyUsed = moneyUsed.Sub(bal.Assignments)
categoryWithBalance.Available = categoryWithBalance.Available.Add(bal.Assignments)
categoryWithBalance.Available = categoryWithBalance.Available.Add(bal.Transactions)
if !categoryWithBalance.Available.IsPositive() && bal.Date.Before(firstOfMonth) {
*moneyUsed = moneyUsed.Add(categoryWithBalance.Available)
categoryWithBalance.Available = numeric.Zero()
}
if bal.Date.Before(firstOfMonth) {
categoryWithBalance.AvailableLastMonth = categoryWithBalance.Available
} else if bal.Date.Before(firstOfNextMonth) {
categoryWithBalance.Activity = bal.Transactions
categoryWithBalance.Assigned = bal.Assignments
}
}
return categoryWithBalance
}

View File

@ -1,15 +1,14 @@
package http
package server
import (
"net/http"
"git.javil.eu/jacob1123/budgeteer"
"git.javil.eu/jacob1123/budgeteer/postgres"
"github.com/gin-gonic/gin"
)
func (h *Handler) dashboard(c *gin.Context) {
userID := c.MustGet("token").(budgeteer.Token).GetID()
userID := MustGetToken(c).GetID()
budgets, err := h.Service.GetBudgetsForUser(c.Request.Context(), userID)
if err != nil {
return

View File

@ -1,4 +1,4 @@
package http
package server
import (
"errors"
@ -11,12 +11,10 @@ import (
"git.javil.eu/jacob1123/budgeteer"
"git.javil.eu/jacob1123/budgeteer/bcrypt"
"git.javil.eu/jacob1123/budgeteer/postgres"
"git.javil.eu/jacob1123/budgeteer/web"
"github.com/gin-gonic/gin"
)
// Handler handles incoming requests
// Handler handles incoming requests.
type Handler struct {
Service *postgres.Database
TokenVerifier budgeteer.TokenVerifier
@ -24,63 +22,62 @@ type Handler struct {
StaticFS http.FileSystem
}
const (
expiration = 72
)
// Serve starts the http server
// Serve starts the http server.
func (h *Handler) Serve() {
router := gin.Default()
h.LoadRoutes(router)
router.Run(":1323")
if err := router.Run(":1323"); err != nil {
panic(err)
}
}
// LoadRoutes initializes all the routes
func (h *Handler) LoadRoutes(router *gin.Engine) {
static, err := fs.Sub(web.Static, "dist")
if err != nil {
panic("couldn't open static files")
}
h.StaticFS = http.FS(static)
type ErrorResponse struct {
Message string
}
type SuccessResponse struct {
Message string
}
// LoadRoutes initializes all the routes.
func (h *Handler) LoadRoutes(router *gin.Engine) {
router.Use(enableCachingForStaticFiles())
router.NoRoute(h.ServeStatic)
withLogin := router.Group("")
withLogin.Use(h.verifyLoginWithRedirect)
withBudget := router.Group("")
withBudget.Use(h.verifyLoginWithForbidden)
withBudget.GET("/budget/:budgetid/:year/:month", h.budgeting)
withBudget.GET("/budget/:budgetid/settings/clean-negative", h.cleanNegativeBudget)
api := router.Group("/api/v1")
unauthenticated := api.Group("/user")
unauthenticated.GET("/login", func(c *gin.Context) { c.Redirect(http.StatusPermanentRedirect, "/login") })
unauthenticated.POST("/login", h.loginPost)
unauthenticated.POST("/register", h.registerPost)
anonymous := api.Group("/user")
anonymous.GET("/login", func(c *gin.Context) { c.Redirect(http.StatusPermanentRedirect, "/login") })
anonymous.POST("/login", h.loginPost)
anonymous.POST("/register", h.registerPost)
authenticated := api.Group("")
authenticated.Use(h.verifyLoginWithForbidden)
authenticated.GET("/dashboard", h.dashboard)
authenticated.GET("/account/:accountid/transactions", h.transactionsForAccount)
authenticated.POST("/account/:accountid/reconcile", h.reconcileTransactions)
authenticated.POST("/account/:accountid", h.editAccount)
authenticated.GET("/admin/clear-database", h.clearDatabase)
authenticated.GET("/budget/:budgetid", h.budgeting)
authenticated.GET("/budget/:budgetid/:year/:month", h.budgetingForMonth)
authenticated.GET("/budget/:budgetid/autocomplete/payees", h.autocompletePayee)
authenticated.GET("/budget/:budgetid/autocomplete/categories", h.autocompleteCategories)
authenticated.DELETE("/budget/:budgetid", h.deleteBudget)
authenticated.POST("/budget/:budgetid/import/ynab", h.importYNAB)
authenticated.POST("/budget/:budgetid/settings/clear", h.clearBudget)
budget := authenticated.Group("/budget")
budget.POST("/new", h.newBudget)
budget.GET("/:budgetid", h.budgeting)
budget.GET("/:budgetid/:year/:month", h.budgetingForMonth)
budget.GET("/:budgetid/autocomplete/payees", h.autocompletePayee)
budget.GET("/:budgetid/autocomplete/categories", h.autocompleteCategories)
budget.DELETE("/:budgetid", h.deleteBudget)
budget.POST("/:budgetid/import/ynab", h.importYNAB)
budget.POST("/:budgetid/export/ynab/transactions", h.exportYNABTransactions)
budget.POST("/:budgetid/export/ynab/assignments", h.exportYNABAssignments)
budget.POST("/:budgetid/settings/clear", h.clearBudget)
budget.POST("/:budgetid/settings/clean-negative", h.cleanNegativeBudget)
transaction := authenticated.Group("/transaction")
transaction.POST("/new", h.newTransaction)
transaction.POST("/:transactionid", h.newTransaction)
}
func (h *Handler) ServeStatic(c *gin.Context) {
h.ServeStaticFile(c, c.Request.URL.Path)
}
@ -108,7 +105,11 @@ func (h *Handler) ServeStaticFile(c *gin.Context, fullPath string) {
return
}
http.ServeContent(c.Writer, c.Request, stat.Name(), stat.ModTime(), file.(io.ReadSeeker))
if file, ok := file.(io.ReadSeeker); ok {
http.ServeContent(c.Writer, c.Request, stat.Name(), stat.ModTime(), file)
} else {
panic("File does not implement ReadSeeker")
}
}
func enableCachingForStaticFiles() gin.HandlerFunc {

View File

@ -1,29 +1,36 @@
package http
package server
import (
"encoding/json"
"fmt"
"strings"
"time"
)
type JSONDate time.Time
// Implement Marshaler and Unmarshaler interface
// UnmarshalJSON parses the JSONDate from a JSON input.
func (j *JSONDate) UnmarshalJSON(b []byte) error {
s := strings.Trim(string(b), "\"")
t, err := time.Parse("2006-01-02", s)
if err != nil {
return err
return fmt.Errorf("parse date: %w", err)
}
*j = JSONDate(t)
return nil
}
// MarshalJSON converts the JSONDate to a JSON in ISO format.
func (j JSONDate) MarshalJSON() ([]byte, error) {
return json.Marshal(time.Time(j))
result, err := json.Marshal(time.Time(j))
if err != nil {
return nil, fmt.Errorf("marshal date: %w", err)
}
return result, nil
}
// Maybe a Format function for printing your date
// Format formats the time using the regular time.Time mechanics..
func (j JSONDate) Format(s string) string {
t := time.Time(j)
return t.Format(s)

103
server/reconcile.go Normal file
View File

@ -0,0 +1,103 @@
package server
import (
"database/sql"
"fmt"
"net/http"
"time"
"git.javil.eu/jacob1123/budgeteer/postgres"
"git.javil.eu/jacob1123/budgeteer/postgres/numeric"
"github.com/gin-gonic/gin"
"github.com/google/uuid"
)
type ReconcileTransactionsRequest struct {
TransactionIDs []uuid.UUID `json:"transactionIds"`
ReconcilationTransactionAmount string `json:"reconciliationTransactionAmount"`
}
type ReconcileTransactionsResponse struct {
Message string
ReconciliationTransaction *postgres.DisplayTransaction
}
func (h *Handler) reconcileTransactions(c *gin.Context) {
accountID := c.Param("accountid")
accountUUID, err := uuid.Parse(accountID)
if err != nil {
c.AbortWithError(http.StatusBadRequest, err)
return
}
var request ReconcileTransactionsRequest
err = c.BindJSON(&request)
if err != nil {
c.AbortWithError(http.StatusBadRequest, fmt.Errorf("parse request: %w", err))
return
}
var amount numeric.Numeric
err = amount.Set(request.ReconcilationTransactionAmount)
if err != nil {
c.AbortWithError(http.StatusBadRequest, fmt.Errorf("parse request: %w", err))
return
}
tx, err := h.Service.BeginTx(c.Request.Context(), &sql.TxOptions{})
if err != nil {
c.AbortWithError(http.StatusInternalServerError, fmt.Errorf("begin tx: %w", err))
return
}
db := h.Service.WithTx(tx)
for _, transactionID := range request.TransactionIDs {
err := db.SetTransactionReconciled(c.Request.Context(), transactionID)
if err != nil {
c.AbortWithError(http.StatusInternalServerError, fmt.Errorf("update transaction: %w", err))
return
}
}
reconciliationTransaction, err := h.CreateReconcilationTransaction(amount, accountUUID, db, c)
if err != nil {
c.AbortWithError(http.StatusInternalServerError, fmt.Errorf("insert new transaction: %w", err))
return
}
err = tx.Commit()
if err != nil {
c.AbortWithError(http.StatusInternalServerError, fmt.Errorf("commit: %w", err))
return
}
c.JSON(http.StatusOK, ReconcileTransactionsResponse{
Message: fmt.Sprintf("Set status for %d transactions", len(request.TransactionIDs)),
ReconciliationTransaction: reconciliationTransaction,
})
}
func (*Handler) CreateReconcilationTransaction(amount numeric.Numeric, accountUUID uuid.UUID, db *postgres.Queries, c *gin.Context) (*postgres.DisplayTransaction, error) {
if amount.IsZero() {
return nil, nil //nolint: nilnil
}
createTransaction := postgres.CreateTransactionParams{
Date: time.Now(),
Memo: "Reconciliation Transaction",
Amount: amount,
AccountID: accountUUID,
Status: "Reconciled",
}
transactionUUID, err := db.CreateTransaction(c.Request.Context(), createTransaction)
if err != nil {
return nil, fmt.Errorf("insert new transaction: %w", err)
}
transaction, err := db.GetTransaction(c.Request.Context(), transactionUUID)
if err != nil {
return nil, fmt.Errorf("get created transaction: %w", err)
}
return &transaction, nil
}

View File

@ -1,4 +1,4 @@
package http
package server
import (
"context"
@ -8,18 +8,34 @@ import (
"git.javil.eu/jacob1123/budgeteer"
"git.javil.eu/jacob1123/budgeteer/postgres"
"github.com/gin-gonic/gin"
"github.com/google/uuid"
)
func (h *Handler) verifyLogin(c *gin.Context) (budgeteer.Token, error) {
tokenString := c.GetHeader("Authorization")
if len(tokenString) < 8 {
return nil, fmt.Errorf("no authorization header supplied")
const (
HeaderName = "Authorization"
Bearer = "Bearer "
ParamName = "token"
)
func MustGetToken(c *gin.Context) budgeteer.Token { //nolint:ireturn
token := c.MustGet(ParamName)
if token, ok := token.(budgeteer.Token); ok {
return token
}
panic("Token is not a valid Token")
}
func (h *Handler) verifyLogin(c *gin.Context) (budgeteer.Token, *ErrorResponse) { //nolint:ireturn
tokenString := c.GetHeader(HeaderName)
if len(tokenString) <= len(Bearer) {
return nil, &ErrorResponse{"no authorization header supplied"}
}
tokenString = tokenString[7:]
token, err := h.TokenVerifier.VerifyToken(tokenString)
if err != nil {
return nil, fmt.Errorf("verify token '%s': %w", tokenString, err)
return nil, &ErrorResponse{fmt.Sprintf("verify token '%s': %s", tokenString, err)}
}
return token, nil
@ -28,24 +44,12 @@ func (h *Handler) verifyLogin(c *gin.Context) (budgeteer.Token, error) {
func (h *Handler) verifyLoginWithForbidden(c *gin.Context) {
token, err := h.verifyLogin(c)
if err != nil {
//c.Header("WWW-Authenticate", "Bearer")
c.AbortWithError(http.StatusForbidden, err)
// c.Header("WWW-Authenticate", "Bearer")
c.AbortWithStatusJSON(http.StatusForbidden, err)
return
}
c.Set("token", token)
c.Next()
}
func (h *Handler) verifyLoginWithRedirect(c *gin.Context) {
token, err := h.verifyLogin(c)
if err != nil {
c.Redirect(http.StatusTemporaryRedirect, "/login")
c.Abort()
return
}
c.Set("token", token)
c.Set(ParamName, token)
c.Next()
}
@ -72,19 +76,19 @@ func (h *Handler) loginPost(c *gin.Context) {
return
}
t, err := h.TokenVerifier.CreateToken(&user)
token, err := h.TokenVerifier.CreateToken(&user)
if err != nil {
c.AbortWithError(http.StatusUnauthorized, err)
}
go h.Service.UpdateLastLogin(context.Background(), user.ID)
go h.UpdateLastLogin(user.ID)
budgets, err := h.Service.GetBudgetsForUser(c.Request.Context(), user.ID)
if err != nil {
return
}
c.JSON(http.StatusOK, LoginResponse{t, user, budgets})
c.JSON(http.StatusOK, LoginResponse{token, user, budgets})
}
type LoginResponse struct {
@ -101,16 +105,20 @@ type registerInformation struct {
func (h *Handler) registerPost(c *gin.Context) {
var register registerInformation
c.BindJSON(&register)
if register.Email == "" || register.Password == "" || register.Name == "" {
c.AbortWithError(http.StatusBadRequest, fmt.Errorf("e-mail, password and name are required"))
err := c.BindJSON(&register)
if err != nil {
c.AbortWithStatusJSON(http.StatusBadRequest, ErrorResponse{"error parsing body"})
return
}
_, err := h.Service.GetUserByUsername(c.Request.Context(), register.Email)
if register.Email == "" || register.Password == "" || register.Name == "" {
c.AbortWithStatusJSON(http.StatusBadRequest, ErrorResponse{"e-mail, password and name are required"})
return
}
_, err = h.Service.GetUserByUsername(c.Request.Context(), register.Email)
if err == nil {
c.AbortWithError(http.StatusBadRequest, fmt.Errorf("email is already taken"))
c.AbortWithStatusJSON(http.StatusBadRequest, ErrorResponse{"email is already taken"})
return
}
@ -130,17 +138,24 @@ func (h *Handler) registerPost(c *gin.Context) {
c.AbortWithError(http.StatusInternalServerError, err)
}
t, err := h.TokenVerifier.CreateToken(&user)
token, err := h.TokenVerifier.CreateToken(&user)
if err != nil {
c.AbortWithError(http.StatusUnauthorized, err)
}
go h.Service.UpdateLastLogin(context.Background(), user.ID)
go h.UpdateLastLogin(user.ID)
budgets, err := h.Service.GetBudgetsForUser(c.Request.Context(), user.ID)
if err != nil {
return
}
c.JSON(http.StatusOK, LoginResponse{t, user, budgets})
c.JSON(http.StatusOK, LoginResponse{token, user, budgets})
}
func (h *Handler) UpdateLastLogin(userID uuid.UUID) {
_, err := h.Service.UpdateLastLogin(context.Background(), userID)
if err != nil {
fmt.Printf("Error updating last login: %s", err)
}
}

159
server/transaction.go Normal file
View File

@ -0,0 +1,159 @@
package server
import (
"context"
"fmt"
"net/http"
"time"
"git.javil.eu/jacob1123/budgeteer/postgres"
"git.javil.eu/jacob1123/budgeteer/postgres/numeric"
"github.com/gin-gonic/gin"
"github.com/google/uuid"
)
type NewTransactionPayload struct {
Date JSONDate `json:"date"`
Payee struct {
ID uuid.NullUUID
Name string
Type string
} `json:"payee"`
CategoryID uuid.NullUUID `json:"categoryId"`
Memo string `json:"memo"`
Amount string `json:"amount"`
BudgetID uuid.UUID `json:"budgetId"`
AccountID uuid.UUID `json:"accountId"`
State string `json:"state"`
}
func (h *Handler) newTransaction(c *gin.Context) {
var payload NewTransactionPayload
err := c.BindJSON(&payload)
if err != nil {
c.AbortWithError(http.StatusBadRequest, err)
return
}
amount, err := numeric.Parse(payload.Amount)
if err != nil {
c.AbortWithError(http.StatusBadRequest, fmt.Errorf("amount: %w", err))
return
}
transactionID := c.Param("transactionid")
if transactionID != "" {
h.UpdateTransaction(payload, amount, transactionID, c)
return
}
newTransaction := postgres.CreateTransactionParams{
Memo: payload.Memo,
Date: time.Time(payload.Date),
Amount: amount,
Status: postgres.TransactionStatus(payload.State),
CategoryID: payload.CategoryID,
AccountID: payload.AccountID,
}
if payload.Payee.Type == "account" {
groupID, err := h.CreateTransferForOtherAccount(newTransaction, amount, payload, c)
if err != nil {
c.AbortWithError(http.StatusInternalServerError, err)
return
}
newTransaction.GroupID = groupID
} else {
payeeID, err := GetPayeeID(c.Request.Context(), payload, h)
if err != nil {
c.AbortWithError(http.StatusInternalServerError, fmt.Errorf("create payee: %w", err))
}
newTransaction.PayeeID = payeeID
}
transactionUUID, err := h.Service.CreateTransaction(c.Request.Context(), newTransaction)
if err != nil {
c.AbortWithError(http.StatusInternalServerError, fmt.Errorf("create transaction: %w", err))
return
}
transaction, err := h.Service.GetTransaction(c.Request.Context(), transactionUUID)
if err != nil {
c.AbortWithError(http.StatusInternalServerError, fmt.Errorf("get transaction: %w", err))
return
}
c.JSON(http.StatusOK, transaction)
}
func (h *Handler) UpdateTransaction(payload NewTransactionPayload, amount numeric.Numeric, transactionID string, c *gin.Context) {
transactionUUID := uuid.MustParse(transactionID)
if amount.IsZero() {
err := h.Service.DeleteTransaction(c.Request.Context(), transactionUUID)
if err != nil {
c.AbortWithError(http.StatusInternalServerError, fmt.Errorf("delete transaction: %w", err))
}
return
}
editTransaction := postgres.UpdateTransactionParams{
Memo: payload.Memo,
Date: time.Time(payload.Date),
Amount: amount,
PayeeID: payload.Payee.ID,
CategoryID: payload.CategoryID,
ID: transactionUUID,
}
err := h.Service.UpdateTransaction(c.Request.Context(), editTransaction)
if err != nil {
c.AbortWithError(http.StatusInternalServerError, fmt.Errorf("edit transaction: %w", err))
return
}
transaction, err := h.Service.GetTransaction(c.Request.Context(), transactionUUID)
if err != nil {
c.AbortWithError(http.StatusInternalServerError, fmt.Errorf("get transaction: %w", err))
return
}
c.JSON(http.StatusOK, transaction)
}
func (h *Handler) CreateTransferForOtherAccount(newTransaction postgres.CreateTransactionParams, amount numeric.Numeric, payload NewTransactionPayload, c *gin.Context) (uuid.NullUUID, error) {
newTransaction.GroupID = uuid.NullUUID{UUID: uuid.New(), Valid: true}
newTransaction.Amount = amount.Neg()
newTransaction.AccountID = payload.Payee.ID.UUID
// transfer does not need category. Either it's account is off-budget or no category was supplied.
newTransaction.CategoryID = uuid.NullUUID{}
_, err := h.Service.CreateTransaction(c.Request.Context(), newTransaction)
if err != nil {
return uuid.NullUUID{}, fmt.Errorf("create transfer transaction: %w", err)
}
return newTransaction.GroupID, nil
}
func GetPayeeID(context context.Context, payload NewTransactionPayload, h *Handler) (uuid.NullUUID, error) {
payeeID := payload.Payee.ID
if payeeID.Valid {
return payeeID, nil
}
if payload.Payee.Name == "" {
return uuid.NullUUID{}, nil
}
newPayee := postgres.CreatePayeeParams{
Name: payload.Payee.Name,
BudgetID: payload.BudgetID,
}
payee, err := h.Service.CreatePayee(context, newPayee)
if err != nil {
return uuid.NullUUID{}, fmt.Errorf("create payee: %w", err)
}
return uuid.NullUUID{UUID: payee.ID, Valid: true}, nil
}

117
server/ynab-import.go Normal file
View File

@ -0,0 +1,117 @@
package server
import (
"net/http"
"git.javil.eu/jacob1123/budgeteer/postgres"
"github.com/gin-gonic/gin"
"github.com/google/uuid"
)
func (h *Handler) importYNAB(c *gin.Context) {
budgetID, succ := c.Params.Get("budgetid")
if !succ {
c.AbortWithStatusJSON(http.StatusBadRequest, ErrorResponse{"no budget_id specified"})
return
}
budgetUUID, err := uuid.Parse(budgetID)
if !succ {
c.AbortWithError(http.StatusBadRequest, err)
return
}
ynab, err := postgres.NewYNABImport(c.Request.Context(), h.Service.Queries, budgetUUID)
if err != nil {
c.AbortWithError(http.StatusInternalServerError, err)
return
}
transactionsFile, err := c.FormFile("transactions")
if err != nil {
c.AbortWithError(http.StatusInternalServerError, err)
return
}
transactions, err := transactionsFile.Open()
if err != nil {
c.AbortWithError(http.StatusInternalServerError, err)
return
}
err = ynab.ImportTransactions(c.Request.Context(), transactions)
if err != nil {
c.AbortWithError(http.StatusInternalServerError, err)
return
}
assignmentsFile, err := c.FormFile("assignments")
if err != nil {
c.AbortWithError(http.StatusInternalServerError, err)
return
}
assignments, err := assignmentsFile.Open()
if err != nil {
c.AbortWithError(http.StatusInternalServerError, err)
return
}
err = ynab.ImportAssignments(c.Request.Context(), assignments)
if err != nil {
c.AbortWithError(http.StatusInternalServerError, err)
return
}
}
func (h *Handler) exportYNABTransactions(c *gin.Context) {
budgetID, succ := c.Params.Get("budgetid")
if !succ {
c.AbortWithStatusJSON(http.StatusBadRequest, ErrorResponse{"no budget_id specified"})
return
}
budgetUUID, err := uuid.Parse(budgetID)
if !succ {
c.AbortWithError(http.StatusBadRequest, err)
return
}
ynab, err := postgres.NewYNABExport(c.Request.Context(), h.Service.Queries, budgetUUID)
if err != nil {
c.AbortWithError(http.StatusInternalServerError, err)
return
}
err = ynab.ExportTransactions(c.Request.Context(), c.Writer)
if err != nil {
c.AbortWithError(http.StatusInternalServerError, err)
return
}
}
func (h *Handler) exportYNABAssignments(c *gin.Context) {
budgetID, succ := c.Params.Get("budgetid")
if !succ {
c.AbortWithStatusJSON(http.StatusBadRequest, ErrorResponse{"no budget_id specified"})
return
}
budgetUUID, err := uuid.Parse(budgetID)
if !succ {
c.AbortWithError(http.StatusBadRequest, err)
return
}
ynab, err := postgres.NewYNABExport(c.Request.Context(), h.Service.Queries, budgetUUID)
if err != nil {
c.AbortWithError(http.StatusInternalServerError, err)
return
}
err = ynab.ExportAssignments(c.Request.Context(), c.Writer)
if err != nil {
c.AbortWithError(http.StatusInternalServerError, err)
return
}
}

View File

@ -7,9 +7,11 @@ packages:
queries: "postgres/queries/"
overrides:
- go_type:
type: "Numeric"
import: "git.javil.eu/jacob1123/budgeteer/postgres/numeric"
type: Numeric
db_type: "pg_catalog.numeric"
- go_type:
type: "Numeric"
import: "git.javil.eu/jacob1123/budgeteer/postgres/numeric"
type: Numeric
db_type: "pg_catalog.numeric"
nullable: true

View File

@ -5,7 +5,7 @@ import (
"github.com/google/uuid"
)
// Token contains data that authenticates a user
// Token contains data that authenticates a user.
type Token interface {
GetUsername() string
GetName() string
@ -13,7 +13,7 @@ type Token interface {
GetID() uuid.UUID
}
// TokenVerifier verifies a Token
// TokenVerifier verifies a Token.
type TokenVerifier interface {
VerifyToken(string) (Token, error)
CreateToken(*postgres.User) (string, error)

View File

@ -11,6 +11,7 @@
"@mdi/font": "5.9.55",
"@vueuse/core": "^7.6.1",
"autoprefixer": "^10.4.2",
"file-saver": "^2.0.5",
"pinia": "^2.0.11",
"postcss": "^8.4.6",
"tailwindcss": "^3.0.18",
@ -18,6 +19,7 @@
"vue-router": "^4.0.12"
},
"devDependencies": {
"@types/file-saver": "^2.0.5",
"@vitejs/plugin-vue": "^2.0.0",
"@vue/cli-plugin-babel": "5.0.0-beta.7",
"@vue/cli-plugin-typescript": "~4.5.0",

View File

@ -1,101 +1,96 @@
<script lang="ts">
import { defineComponent, PropType } from "vue"
<script lang="ts" setup>
import { ref, watch } from "vue"
import { GET } from "../api";
import { useBudgetsStore } from "../stores/budget";
export interface Suggestion {
ID : string
Name : string
ID: string
Name: string
Type: string
}
interface Data {
Selected: Suggestion | undefined
SearchQuery: String
Suggestions: Suggestion[]
}
const props = defineProps<{
text: String,
id: String | undefined,
model: String,
type?: string | undefined,
}>();
export default defineComponent({
data() {
return {
Selected: undefined,
SearchQuery: this.modelValue || "",
Suggestions: new Array<Suggestion>(),
} as Data
},
props: {
modelValue: Object as PropType<Suggestion>,
type: String
},
watch: {
SearchQuery() {
this.load(this.$data.SearchQuery);
}
},
methods: {
saveTransaction(e : MouseEvent) {
e.preventDefault();
},
load(text : String) {
this.$emit('update:modelValue', {ID: null, Name: text});
if (text == ""){
this.$data.Suggestions = [];
return;
}
const budgetStore = useBudgetsStore();
GET("/budget/" + budgetStore.CurrentBudgetID + "/autocomplete/" + this.type + "?s=" + text)
.then(x=>x.json())
.then(x => {
let suggestions = x || [];
if(suggestions.length > 10){
suggestions = suggestions.slice(0, 10);
}
this.$data.Suggestions = suggestions;
});
},
keypress(e : KeyboardEvent) {
console.log(e.key);
if(e.key == "Enter") {
const selected = this.$data.Suggestions[0];
this.selectElement(selected);
const el = (<HTMLInputElement>e.target);
const inputElements = Array.from(el.ownerDocument.querySelectorAll('input:not([disabled]):not([readonly])'));
const currentIndex = inputElements.indexOf(el);
const nextElement = inputElements[currentIndex < inputElements.length - 1 ? currentIndex + 1 : 0];
(<HTMLInputElement>nextElement).focus();
}
},
selectElement(element : Suggestion) {
this.$data.Selected = element;
this.$data.Suggestions = [];
this.$emit('update:modelValue', element);
},
select(e : MouseEvent) {
const target = (<HTMLInputElement>e.target);
const valueAttribute = target.attributes.getNamedItem("value");
let selectedID = "";
if(valueAttribute != null)
selectedID = valueAttribute.value;
const selected = this.$data.Suggestions.filter(x => x.ID == selectedID)[0];
this.selectElement(selected);
},
clear() {
this.$data.Selected = undefined;
this.$emit('update:modelValue', {ID: null, Name: this.$data.SearchQuery});
}
const SearchQuery = ref(props.text || "");
const Suggestions = ref<Array<Suggestion>>([]);
const emit = defineEmits(["update:id", "update:text", "update:type"]);
watch(SearchQuery, () => {
load(SearchQuery.value);
});
function load(text: String) {
emit('update:id', null);
emit('update:text', text);
emit('update:type', undefined);
if (text == "") {
Suggestions.value = [];
return;
}
})
const budgetStore = useBudgetsStore();
GET("/budget/" + budgetStore.CurrentBudgetID + "/autocomplete/" + props.model + "?s=" + text)
.then(x => x.json())
.then(x => {
let suggestions = x || [];
if (suggestions.length > 10) {
suggestions = suggestions.slice(0, 10);
}
Suggestions.value = suggestions;
});
};
function keypress(e: KeyboardEvent) {
if (e.key == "Enter") {
const selected = Suggestions.value[0];
selectElement(selected);
const el = (<HTMLInputElement>e.target);
const inputElements = Array.from(el.ownerDocument.querySelectorAll('input:not([disabled]):not([readonly])'));
const currentIndex = inputElements.indexOf(el);
const nextElement = inputElements[currentIndex < inputElements.length - 1 ? currentIndex + 1 : 0];
(<HTMLInputElement>nextElement).focus();
}
};
function selectElement(element: Suggestion) {
emit('update:id', element.ID);
emit('update:text', element.Name);
emit('update:type', element.Type);
Suggestions.value = [];
};
function select(e: MouseEvent) {
const target = (<HTMLInputElement>e.target);
const valueAttribute = target.attributes.getNamedItem("value");
let selectedID = "";
if (valueAttribute != null)
selectedID = valueAttribute.value;
const selected = Suggestions.value.filter(x => x.ID == selectedID)[0];
selectElement(selected);
};
function clear() {
emit('update:id', null);
emit('update:text', SearchQuery.value);
emit('update:type', undefined);
};
</script>
<template>
<div>
<input class="border-b-2 border-black" @keypress="keypress" v-if="Selected == undefined" v-model="SearchQuery" />
<span @click="clear" v-if="Selected != undefined" class="bg-gray-300">{{Selected.Name}}</span>
<input
class="border-b-2 border-black"
@keypress="keypress"
v-if="id == undefined"
v-model="SearchQuery"
/>
<span @click="clear" v-if="id != undefined" class="bg-gray-300">{{ text }}</span>
<div v-if="Suggestions.length > 0" class="absolute bg-gray-400 w-64 p-2">
<span v-for="suggestion in Suggestions" class="block" @click="select" :value="suggestion.ID">
{{suggestion.Name}}
</span>
<span
v-for="suggestion in Suggestions"
class="block"
@click="select"
:value="suggestion.ID"
>{{ suggestion.Name }}</span>
</div>
</div>
</template>

View File

@ -0,0 +1,10 @@
<script lang="ts" setup>
</script>
<template>
<button
class="px-4 py-2 text-base font-medium rounded-md shadow-sm focus:outline-none focus:ring-2"
>
<slot></slot>
</button>
</template>

View File

@ -1,9 +1,4 @@
<script lang="ts">
import { defineComponent } from "vue";
export default defineComponent({
})
<script lang="ts" setup>
</script>
<template>

View File

@ -1,19 +1,15 @@
<script lang="ts">
import { defineComponent } from "vue";
<script lang="ts" setup>
import { computed } from 'vue';
export default defineComponent({
props: ["value"],
computed: {
formattedValue() {
return Number(this.value).toLocaleString(undefined, {
minimumFractionDigits: 2,
});
}
}
})
const props = defineProps<{ value: number | undefined }>();
const internalValue = computed(() => Number(props.value ?? 0));
const formattedValue = computed(() => internalValue.value.toLocaleString(undefined, {
minimumFractionDigits: 2,
}));
</script>
<template>
<span class="text-right" :class="value < 0 ? 'negative' : ''">{{formattedValue}} </span>
<span class="text-right" :class="internalValue < 0 ? 'negative' : ''">{{ formattedValue }} </span>
</template>

View File

@ -0,0 +1,33 @@
<script lang="ts" setup>
const props = defineProps(["modelValue"]);
const emit = defineEmits(['update:modelValue']);
function dateToYYYYMMDD(d: Date) : string {
// alternative implementations in https://stackoverflow.com/q/23593052/1850609
//return new Date(d.getTime() - (d.getTimezoneOffset() * 60 * 1000)).toISOString().split('T')[0];
return d.toISOString().split('T')[0];
}
function updateValue(event: Event) {
const target = event.target as HTMLInputElement;
emit('update:modelValue', target.valueAsDate);
}
function selectAll(event: FocusEvent) {
// Workaround for Safari bug
// http://stackoverflow.com/questions/1269722/selecting-text-on-focus-using-jquery-not-working-in-safari-and-chrome
setTimeout(function () {
const target = event.target as HTMLInputElement;
target.select()
}, 0)
}
</script>
<template>
<input
type="date"
ref="input"
v-bind:value="dateToYYYYMMDD(modelValue)"
@input="updateValue"
@focus="selectAll"
/>
</template>

View File

@ -0,0 +1,58 @@
<script lang="ts" setup>
import Card from '../components/Card.vue';
import { ref } from "vue";
const props = defineProps<{
buttonText: string,
}>();
const emit = defineEmits<{
(e: 'submit'): void,
(e: 'open'): void,
}>();
const visible = ref(false);
function closeDialog() {
visible.value = false;
};
function openDialog() {
emit("open");
visible.value = true;
};
function submitDialog() {
visible.value = false;
emit("submit");
}
</script>
<template>
<button @click="openDialog">
<slot name="placeholder">
<Card>
<p class="w-24 text-center text-6xl">+</p>
<span class="text-lg" dark>{{ buttonText }}</span>
</Card>
</slot>
</button>
<div
v-if="visible"
class="fixed inset-0 bg-gray-600 bg-opacity-50 overflow-y-auto h-full w-full"
>
<div class="relative top-20 mx-auto p-5 border w-96 shadow-lg rounded-md bg-white">
<div class="mt-3 text-center">
<h3 class="mt-3 text-lg leading-6 font-medium text-gray-900">{{ buttonText }}</h3>
<slot></slot>
<div class="grid grid-cols-2 gap-6">
<button
@click="closeDialog"
class="px-4 py-2 bg-red-500 text-white text-base font-medium rounded-md shadow-sm hover:bg-green-600 focus:outline-none focus:ring-2 focus:ring-green-300"
>Close</button>
<button
@click="submitDialog"
class="px-4 py-2 bg-green-500 text-white text-base font-medium rounded-md shadow-sm hover:bg-green-600 focus:outline-none focus:ring-2 focus:ring-green-300"
>Save</button>
</div>
</div>
</div>
</div>
</template>

View File

@ -0,0 +1,63 @@
<script lang="ts" setup>
import { computed, ref } from "vue";
import Autocomplete from './Autocomplete.vue'
import { useAccountStore } from '../stores/budget-account'
import DateInput from "./DateInput.vue";
const props = defineProps<{
transactionid: string
}>()
const emit = defineEmits(["save"]);
const accountStore = useAccountStore();
const TX = accountStore.Transactions.get(props.transactionid)!;
const payeeType = ref<string|undefined>(undefined);
const payload = computed(() => JSON.stringify({
date: TX.Date.toISOString().split("T")[0],
payee: {
Name: TX.Payee,
ID: TX.PayeeID,
Type: payeeType.value,
},
categoryId: TX.CategoryID,
memo: TX.Memo,
amount: TX.Amount.toString(),
state: "Uncleared"
}));
function saveTransaction(e: MouseEvent) {
e.preventDefault();
accountStore.editTransaction(TX.ID, payload.value);
emit('save');
}
</script>
<template>
<tr>
<td style="width: 90px;" class="text-sm">
<DateInput class="border-b-2 border-black" v-model="TX.Date" />
</td>
<td style="max-width: 150px;">
<Autocomplete v-model:text="TX.Payee" v-model:id="TX.PayeeID" v-model:type="payeeType" model="payees" />
</td>
<td style="max-width: 200px;">
<Autocomplete v-model:text="TX.Category" v-model:id="TX.CategoryID" model="categories" />
</td>
<td>
<input class="block w-full border-b-2 border-black" type="text" v-model="TX.Memo" />
</td>
<td style="width: 80px;" class="text-right">
<input
class="text-right block w-full border-b-2 border-black"
type="currency"
v-model="TX.Amount"
/>
</td>
<td style="width: 20px;">
<input type="submit" @click="saveTransaction" value="Save" />
</td>
<td style="width: 20px;"></td>
</tr>
</template>

View File

@ -0,0 +1,77 @@
<script lang="ts" setup>
import { computed, ref } from "vue";
import Autocomplete, { Suggestion } from '../components/Autocomplete.vue'
import { Transaction, useAccountStore } from '../stores/budget-account'
import DateInput from "./DateInput.vue";
const props = defineProps<{
budgetid: string
accountid: string
}>()
const TX = ref<Transaction>({
Date: new Date(),
Memo: "",
Amount: 0,
Payee: "",
PayeeID: undefined,
Category: "",
CategoryID: undefined,
CategoryGroup: "",
GroupID: "",
ID: "",
Status: "Uncleared",
TransferAccount: "",
});
const payeeType = ref<string|undefined>(undefined);
const payload = computed(() => JSON.stringify({
budgetId: props.budgetid,
accountId: props.accountid,
date: TX.value.Date.toISOString().split("T")[0],
payee: {
Name: TX.value.Payee,
ID: TX.value.PayeeID,
Type: payeeType.value,
},
categoryId: TX.value.CategoryID,
memo: TX.value.Memo,
amount: TX.value.Amount.toString(),
state: "Uncleared"
}));
const accountStore = useAccountStore();
function saveTransaction(e: MouseEvent) {
e.preventDefault();
accountStore.saveTransaction(payload.value);
}
</script>
<template>
<tr>
<td style="width: 90px;" class="text-sm">
<DateInput class="border-b-2 border-black" v-model="TX.Date" />
</td>
<td style="max-width: 150px;">
<Autocomplete v-model:text="TX.Payee" v-model:id="TX.PayeeID" v-model:type="payeeType" model="payees" />
</td>
<td style="max-width: 200px;">
<Autocomplete v-model:text="TX.Category" v-model:id="TX.CategoryID" model="categories" />
</td>
<td>
<input class="block w-full border-b-2 border-black" type="text" v-model="TX.Memo" />
</td>
<td style="width: 80px;" class="text-right">
<input
class="text-right block w-full border-b-2 border-black"
type="currency"
v-model="TX.Amount"
/>
</td>
<td style="width: 20px;">
<input type="submit" @click="saveTransaction" value="Save" />
</td>
<td style="width: 20px;"></td>
</tr>
</template>

View File

@ -1,40 +1,50 @@
<script lang="ts">
import { mapState } from "pinia";
import { defineComponent } from "vue";
<script lang="ts" setup>
import { computed, ref } from "vue";
import { useBudgetsStore } from "../stores/budget";
import { Transaction, useAccountStore } from "../stores/budget-account";
import Currency from "./Currency.vue";
import TransactionEditRow from "./TransactionEditRow.vue";
import { formatDate } from "../date";
export default defineComponent({
props: [ "transaction", "index" ],
components: { Currency },
computed: {
...mapState(useBudgetsStore, ["CurrentBudgetID"])
}
})
const props = defineProps<{
transaction: Transaction,
index: number,
}>();
const edit = ref(false);
const CurrentBudgetID = computed(() => useBudgetsStore().CurrentBudgetID);
const Reconciling = computed(() => useAccountStore().Reconciling);
</script>
<template>
<tr class="{{transaction.Date.After now ? 'future' : ''}}"
:class="[index % 6 < 3 ? 'bg-gray-300' : 'bg-gray-100']">
<tr
v-if="!edit"
class="{{new Date(transaction.Date) > new Date() ? 'future' : ''}}"
:class="[index % 6 < 3 ? 'bg-gray-300' : 'bg-gray-100']"
>
<!--:class="[index % 6 < 3 ? index % 6 === 1 ? 'bg-gray-400' : 'bg-gray-300' : index % 6 !== 4 ? 'bg-gray-100' : '']">-->
<td style="width: 90px;">{{ transaction.Date.substring(0, 10) }}</td>
<td style="max-width: 150px;">{{ transaction.TransferAccount ? "Transfer : " + transaction.TransferAccount : transaction.Payee }}</td>
<td style="max-width: 200px;">
{{ transaction.CategoryGroup ? transaction.CategoryGroup + " : " + transaction.Category : "" }}
</td>
<td>{{ formatDate(transaction.Date) }}</td>
<td>{{ transaction.TransferAccount ? "Transfer : " + transaction.TransferAccount : transaction.Payee }}</td>
<td>{{ transaction.CategoryGroup ? transaction.CategoryGroup + " : " + transaction.Category : "" }}</td>
<td>
<a :href="'/budget/' + CurrentBudgetID + '/transaction/' + transaction.ID">
{{ transaction.Memo }}
</a>
<a
:href="'/budget/' + CurrentBudgetID + '/transaction/' + transaction.ID"
>{{ transaction.Memo }}</a>
</td>
<td>
<Currency class="block" :value="transaction.Amount" />
</td>
<td style="width: 20px;">
{{ transaction.Status == "Reconciled" ? "✔" : (transaction.Status == "Uncleared" ? "" : "*") }}
<td>{{ transaction.Status == "Reconciled" ? "✔" : (transaction.Status == "Uncleared" ? "" : "*") }}</td>
<td class="text-right">
{{ transaction.GroupID ? "☀" : "" }}
<a @click="edit = true;"></a>
</td>
<td v-if="Reconciling && transaction.Status != 'Reconciled'">
<input type="checkbox" v-model="transaction.Reconciled" />
</td>
<td style="width: 20px;">{{ transaction.GroupID ? "☀" : "" }}</td>
</tr>
<TransactionEditRow v-if="edit" :transactionid="transaction.ID" @save="edit = false" />
</template>
<style>

7
web/src/date.ts Normal file
View File

@ -0,0 +1,7 @@
export function formatDate(date: Date): string {
return date.toLocaleDateString(undefined, { // you can use undefined as first argument
year: "numeric",
month: "2-digit",
day: "2-digit",
});
}

View File

@ -0,0 +1,44 @@
<script lang="ts" setup>
import { computed, ref } from 'vue';
import Modal from '../components/Modal.vue';
import { useAccountStore } from '../stores/budget-account';
const accountStore = useAccountStore();
const CurrentAccount = computed(() => accountStore.CurrentAccount);
const accountName = ref("");
const accountOnBudget = ref(true);
function editAccount(e : any) {
accountStore.EditAccount(CurrentAccount.value?.ID ?? "", accountName.value, accountOnBudget.value);
}
function openEditAccount(e : any) {
accountName.value = CurrentAccount.value?.Name ?? "";
accountOnBudget.value = CurrentAccount.value?.OnBudget ?? true;
}
</script>
<template>
<Modal button-text="Edit Account" @open="openEditAccount" @submit="editAccount">
<template v-slot:placeholder></template>
<div class="mt-2 px-7 py-3">
<input
class="border-2"
type="text"
v-model="accountName"
placeholder="Account name"
required
/>
</div>
<div class="mt-2 px-7 py-3">
<input
class="border-2"
type="checkbox"
v-model="accountOnBudget"
required
/>
<label>On Budget</label>
</div>
</Modal>
</template>

View File

@ -1,45 +1,18 @@
<script lang="ts">
import Card from '../components/Card.vue';
import { defineComponent } from "vue";
<script lang="ts" setup>
import Modal from '../components/Modal.vue';
import { ref } from "vue";
import { useBudgetsStore } from '../stores/budget';
export default defineComponent({
data() {
return {
dialog: false,
budgetName: ""
}
},
components: { Card },
methods: {
saveBudget() {
useBudgetsStore().NewBudget(this.$data.budgetName);
this.$data.dialog = false;
},
newBudget() {
this.$data.dialog = true;
}
}
})
const budgetName = ref("");
function saveBudget() {
useBudgetsStore().NewBudget(budgetName.value);
};
</script>
<template>
<Card>
<p class="w-24 text-center text-6xl">+</p>
<button class="text-lg" dark @click="newBudget">New Budget</button>
</Card>
<div v-if="dialog" justify="center">
<div>
<div>
<span class="text-h5">New Budget</span>
</div>
<div>
<input type="text" v-model="budgetName" label="Budget name" required />
</div>
<div>
<button @click="dialog = false">Close</button>
<button @click="saveBudget">Save</button>
</div>
<Modal button-text="New Budget" @submit="saveBudget">
<div class="mt-2 px-7 py-3">
<input class="border-2" type="text" v-model="budgetName" placeholder="Budget name" required />
</div>
</div>
</Modal>
</template>

View File

@ -1,48 +1,81 @@
<script lang="ts" setup>
import { computed, ref } from "vue"
import Autocomplete, { Suggestion } from '../components/Autocomplete.vue'
import Currency from "../components/Currency.vue";
import TransactionRow from "../components/TransactionRow.vue";
import { POST } from "../api";
import TransactionInputRow from "../components/TransactionInputRow.vue";
import { useAccountStore } from "../stores/budget-account";
import EditAccount from "../dialogs/EditAccount.vue";
import Button from "../components/Button.vue";
const props = defineProps<{
budgetid: string
accountid: string
defineProps<{
budgetid: string
accountid: string
}>()
const TransactionDate = ref(new Date().toISOString().substring(0, 10));
const Payee = ref<Suggestion | undefined>(undefined);
const Category = ref<Suggestion | undefined>(undefined);
const Memo = ref("");
const Amount = ref(0);
const accounts = useAccountStore();
const TargetReconcilingBalance = ref(0);
function saveTransaction(e: MouseEvent) {
e.preventDefault();
POST("/transaction/new", JSON.stringify({
budget_id: props.budgetid,
account_id: props.accountid,
date: TransactionDate.value,
payee: Payee.value,
category: Category.value,
memo: Memo.value,
amount: Amount,
state: "Uncleared"
}))
.then(x => x.json());
function setReconciled(event: Event) {
const target = event.target as HTMLInputElement;
accounts.SetReconciledForAllTransactions(target.checked);
}
const accountStore = useAccountStore();
const CurrentAccount = accountStore.CurrentAccount;
const TransactionsList = accountStore.TransactionsList;
function cancelReconcilation() {
accounts.SetReconciledForAllTransactions(false);
accounts.Reconciling = false;
}
function submitReconcilation() {
accounts.SubmitReconcilation(0);
accounts.Reconciling = false;
}
function createReconcilationTransaction() {
const diff = TargetReconcilingBalance.value - accounts.ReconcilingBalance ;
accounts.SubmitReconcilation(diff);
accounts.Reconciling = false;
}
</script>
<template>
<h1>{{ CurrentAccount?.Name }}</h1>
<p>
<h1 class="inline">{{ accounts.CurrentAccount?.Name }}</h1>
<EditAccount />
<br />
<span>
Current Balance:
<Currency :value="CurrentAccount?.Balance" />
</p>
<Currency :value="accounts.CurrentAccount?.WorkingBalance" />
</span>
<span>
Cleared Balance:
<Currency :value="accounts.CurrentAccount?.ClearedBalance" />
</span>
<span v-if="accounts.Reconciling" class="border-2 block bg-gray-200 rounded-lg p-2">
Is <Currency :value="accounts.ReconcilingBalance" /> your current balance?
<Button
class="bg-blue-500 mx-3"
@click="submitReconcilation">Yes!</Button>
<br />
No, it's: <input class="text-right" type="number" v-model="TargetReconcilingBalance" />
Difference: <Currency :value="accounts.ReconcilingBalance - TargetReconcilingBalance" />
<Button
class="bg-orange-500 mx-3"
v-if="Math.abs(accounts.ReconcilingBalance - TargetReconcilingBalance) > 0.01"
@click="createReconcilationTransaction"
>Create reconciling Transaction</Button>
<Button
class="bg-red-500 mx-3"
@click="cancelReconcilation"
>Cancel</Button>
</span>
<span v-if="!accounts.Reconciling">
Reconciled Balance:
<Currency :value="accounts.CurrentAccount?.ReconciledBalance" />
<Button class="bg-blue-500" @click="accounts.Reconciling = true" v-if="!accounts.Reconciling">Reconcile</Button>
</span>
<table>
<tr class="font-bold">
<td style="width: 90px;">Date</td>
@ -51,35 +84,14 @@ const TransactionsList = accountStore.TransactionsList;
<td>Memo</td>
<td class="text-right">Amount</td>
<td style="width: 20px;"></td>
<td style="width: 20px;"></td>
</tr>
<tr>
<td style="width: 90px;" class="text-sm">
<input class="border-b-2 border-black" type="date" v-model="TransactionDate" />
</td>
<td style="max-width: 150px;">
<Autocomplete v-model="Payee" type="payees" />
</td>
<td style="max-width: 200px;">
<Autocomplete v-model="Category" type="categories" />
</td>
<td>
<input class="block w-full border-b-2 border-black" type="text" v-model="Memo" />
</td>
<td style="width: 80px;" class="text-right">
<input
class="text-right block w-full border-b-2 border-black"
type="currency"
v-model="Amount"
/>
</td>
<td style="width: 20px;">
<input type="submit" @click="saveTransaction" value="Save" />
</td>
<td style="width: 20px;"></td>
<td style="width: 40px;"></td>
<td style="width: 20px;" v-if="accounts.Reconciling">
<input type="checkbox" @input="setReconciled" />
</td>
</tr>
<TransactionInputRow :budgetid="budgetid" :accountid="accountid" />
<TransactionRow
v-for="(transaction, index) in TransactionsList"
v-for="(transaction, index) in accounts.TransactionsList" :key="transaction.ID"
:transaction="transaction"
:index="index"
/>

View File

@ -1,8 +1,9 @@
<script lang="ts" setup>
import { onMounted } from 'vue';
import { useSessionStore } from '../stores/session';
onMounted(() => {
document.title = "Budgeteer - Admin";
useSessionStore().setTitle("Admin");
})
</script>

View File

@ -1,25 +1,21 @@
<script lang="ts" setup>
import { computed } from "vue";
import Currency from "../components/Currency.vue"
import { useBudgetsStore } from "../stores/budget"
import { useAccountStore } from "../stores/budget-account"
import { useSettingsStore } from "../stores/settings"
const props = defineProps<{
budgetid: string,
accountid: string,
}>();
const ExpandMenu = useSettingsStore().Menu.Expand;
const ExpandMenu = computed(() => useSettingsStore().Menu.Expand);
const budgetStore = useBudgetsStore();
const CurrentBudgetName = budgetStore.CurrentBudgetName;
const CurrentBudgetID = budgetStore.CurrentBudgetID;
const CurrentBudgetName = computed(() => budgetStore.CurrentBudgetName);
const CurrentBudgetID = computed(() => budgetStore.CurrentBudgetID);
const accountStore = useAccountStore();
const OnBudgetAccounts = accountStore.OnBudgetAccounts;
const OffBudgetAccounts = accountStore.OffBudgetAccounts;
const OnBudgetAccountsBalance = accountStore.OnBudgetAccountsBalance;
const OffBudgetAccountsBalance = accountStore.OffBudgetAccountsBalance;
const OnBudgetAccounts = computed(() => accountStore.OnBudgetAccounts);
const OffBudgetAccounts = computed(() => accountStore.OffBudgetAccounts);
const OnBudgetAccountsBalance = computed(() => accountStore.OnBudgetAccountsBalance);
const OffBudgetAccountsBalance = computed(() => accountStore.OffBudgetAccountsBalance);
</script>
<template>
@ -29,7 +25,7 @@ const OffBudgetAccountsBalance = accountStore.OffBudgetAccountsBalance;
{{CurrentBudgetName}}
</span>
<span class="bg-orange-200 rounded-lg m-1 p-1 px-3 flex flex-col">
<router-link :to="'/budget/'+budgetid+'/budgeting'">Budget</router-link><br />
<router-link :to="'/budget/'+CurrentBudgetID+'/budgeting'">Budget</router-link><br />
<!--<router-link :to="'/budget/'+CurrentBudgetID+'/reports'">Reports</router-link>-->
<!--<router-link :to="'/budget/'+CurrentBudgetID+'/all-accounts'">All Accounts</router-link>-->
</span>
@ -39,8 +35,8 @@ const OffBudgetAccountsBalance = accountStore.OffBudgetAccountsBalance;
<Currency :class="ExpandMenu?'md:inline':'md:hidden'" :value="OnBudgetAccountsBalance" />
</div>
<div v-for="account in OnBudgetAccounts" class="flex flex-row justify-between">
<router-link :to="'/budget/'+budgetid+'/account/'+account.ID">{{account.Name}}</router-link>
<Currency :class="ExpandMenu?'md:inline':'md:hidden'" :value="account.Balance" />
<router-link :to="'/budget/'+CurrentBudgetID+'/account/'+account.ID">{{account.Name}}</router-link>
<Currency :class="ExpandMenu?'md:inline':'md:hidden'" :value="account.ClearedBalance" />
</div>
</li>
<li class="bg-red-200 rounded-lg m-1 p-1 px-3">
@ -49,8 +45,8 @@ const OffBudgetAccountsBalance = accountStore.OffBudgetAccountsBalance;
<Currency :class="ExpandMenu?'md:inline':'md:hidden'" :value="OffBudgetAccountsBalance" />
</div>
<div v-for="account in OffBudgetAccounts" class="flex flex-row justify-between">
<router-link :to="'/budget/'+budgetid+'/account/'+account.ID">{{account.Name}}</router-link>
<Currency :class="ExpandMenu?'md:inline':'md:hidden'" :value="account.Balance" />
<router-link :to="'/budget/'+CurrentBudgetID+'/account/'+account.ID">{{account.Name}}</router-link>
<Currency :class="ExpandMenu?'md:inline':'md:hidden'" :value="account.ClearedBalance" />
</div>
</li>
<li class="bg-red-200 rounded-lg m-1 p-1 px-3">

View File

@ -1,13 +1,9 @@
<script lang="ts" setup>
import { computed, defineProps, onMounted, PropType, watch, watchEffect } from "vue";
import { computed, defineProps, onMounted, ref, watchEffect } from "vue";
import Currency from "../components/Currency.vue";
import { useBudgetsStore } from "../stores/budget";
import { useAccountStore } from "../stores/budget-account";
interface Date {
Year: number,
Month: number,
}
import { useSessionStore } from "../stores/session";
const props = defineProps<{
budgetid: string,
@ -18,10 +14,19 @@ const props = defineProps<{
const budgetsStore = useBudgetsStore();
const CurrentBudgetID = computed(() => budgetsStore.CurrentBudgetID);
const categoriesForMonth = useAccountStore().CategoriesForMonth;
const Categories = computed(() => {
return [...categoriesForMonth(selected.value.Year, selected.value.Month)];
const accountStore = useAccountStore();
const categoriesForMonth = accountStore.CategoriesForMonthAndGroup;
function GetCategories(group : string) {
return [...categoriesForMonth(selected.value.Year, selected.value.Month, group)];
};
const groupsForMonth = accountStore.CategoryGroupsForMonth;
const GroupsForMonth = computed(() => {
return [...groupsForMonth(selected.value.Year, selected.value.Month)];
});
const previous = computed(() => ({
Year: new Date(selected.value.Year, selected.value.Month - 1, 1).getFullYear(),
Month: new Date(selected.value.Year, selected.value.Month - 1, 1).getMonth(),
@ -44,9 +49,21 @@ watchEffect(() => {
return useAccountStore().FetchMonthBudget(props.budgetid ?? "", Number(props.year), Number(props.month));
});
/*{{define "title"}}
{{printf "Budget for %s %d" .Date.Month .Date.Year}}
{{end}}*/
onMounted(() => {
useSessionStore().setTitle("Budget for " + selected.value.Month + "/" + selected.value.Year);
})
const expandedGroups = ref<Map<string, boolean>>(new Map<string, boolean>())
function toggleGroup(group : {Name : string, Expand: boolean}) {
console.log(expandedGroups.value);
expandedGroups.value.set(group.Name, !(expandedGroups.value.get(group.Name) ?? group.Expand))
}
function getGroupState(group : {Name : string, Expand: boolean}) : boolean {
return expandedGroups.value.get(group.Name) ?? group.Expand;
}
</script>
<template>
@ -64,7 +81,6 @@ watchEffect(() => {
</div>
<table class="container col-lg-12" id="content">
<tr>
<th>Group</th>
<th>Category</th>
<th></th>
<th></th>
@ -73,23 +89,25 @@ watchEffect(() => {
<th>Activity</th>
<th>Available</th>
</tr>
<tr v-for="category in Categories">
<td>{{ category.Group }}</td>
<td>{{ category.Name }}</td>
<td></td>
<td></td>
<td class="text-right">
<Currency :value="category.AvailableLastMonth" />
</td>
<td class="text-right">
<Currency :value="category.Assigned" />
</td>
<td class="text-right">
<Currency :value="category.Activity" />
</td>
<td class="text-right">
<Currency :value="category.Available" />
</td>
</tr>
<tbody v-for="group in GroupsForMonth">
<a class="text-lg font-bold" @click="toggleGroup(group)">{{ (getGroupState(group) ? "" : "+") + " " + group.Name }}</a>
<tr v-for="category in GetCategories(group.Name)" v-if="getGroupState(group)">
<td>{{ category.Name }}</td>
<td></td>
<td></td>
<td class="text-right">
<Currency :value="category.AvailableLastMonth" />
</td>
<td class="text-right">
<Currency :value="category.Assigned" />
</td>
<td class="text-right">
<Currency :value="category.Activity" />
</td>
<td class="text-right">
<Currency :value="category.Available" />
</td>
</tr>
</tbody>
</table>
</template>
</template>

View File

@ -5,17 +5,19 @@ import { useSessionStore } from "../stores/session";
const error = ref("");
const login = ref({ user: "", password: "" });
const router = useRouter(); // has to be called in setup
onMounted(() => {
document.title = "Budgeteer - Login";
useSessionStore().setTitle("Login");
});
function formSubmit(e: MouseEvent) {
e.preventDefault();
useSessionStore().login(login)
useSessionStore().login(login.value)
.then(x => {
error.value = "";
useRouter().replace("/dashboard");
router.replace("/dashboard");
return x;
})
.catch(x => error.value = "The entered credentials are invalid!");
@ -26,23 +28,17 @@ function formSubmit(e: MouseEvent) {
<template>
<div>
<input
type="text"
v-model="login.user"
<input type="text" v-model="login.user"
placeholder="Username"
class="border-2 border-black rounded-lg block px-2 my-2 w-48"
/>
<input
type="password"
v-model="login.password"
class="border-2 border-black rounded-lg block px-2 my-2 w-48" />
<input type="password" v-model="login.password"
placeholder="Password"
class="border-2 border-black rounded-lg block px-2 my-2 w-48"
/>
class="border-2 border-black rounded-lg block px-2 my-2 w-48" />
</div>
<div>{{ error }}</div>
<button type="submit" @click="formSubmit" class="bg-blue-300 rounded-lg p-2 w-48">Login</button>
<p>
New user?
<router-link to="/register">Register</router-link>instead!
<router-link to="/register">Register</router-link> instead!
</p>
</template>

View File

@ -1,16 +1,25 @@
<script lang="ts" setup>
import { ref } from 'vue';
import { useSessionStore } from '../stores/session';
import { onMounted, ref } from "vue";
import { useRouter } from "vue-router";
import { useSessionStore } from "../stores/session";
const error = ref("");
const login = ref({ email: "", password: "", name: "" });
const showPassword = ref(false);
const router = useRouter(); // has to be called in setup
function formSubmit(e: FormDataEvent) {
onMounted(() => {
useSessionStore().setTitle("Login");
});
function formSubmit(e: MouseEvent) {
e.preventDefault();
useSessionStore().register(login)
.then(() => error.value = "")
.catch(() => error.value = "Something went wrong!");
useSessionStore().register(login.value)
.then(x => {
error.value = "";
router.replace("/dashboard");
return x;
})
.catch(x => error.value = "The entered credentials are invalid!");
// TODO display invalidCredentials
// TODO redirect to dashboard on success
@ -18,44 +27,21 @@ function formSubmit(e: FormDataEvent) {
</script>
<template>
<v-container>
<v-row>
<v-col cols="12">
<v-text-field v-model="login.email" type="text" label="E-Mail" />
</v-col>
<v-col cols="12">
<v-text-field v-model="login.name" type="text" label="Name" />
</v-col>
<v-col cols="6">
<v-text-field
v-model="login.password"
label="Password"
:append-icon="showPassword ? 'mdi-eye' : 'mdi-eye-off'"
:type="showPassword ? 'text' : 'password'"
@click:append="showPassword = showPassword"
:error-message="error"
error-count="2"
error
/>
</v-col>
<v-col cols="6">
<v-text-field
v-model="login.password"
label="Repeat password"
:append-icon="showPassword ? 'mdi-eye' : 'mdi-eye-off'"
:type="showPassword ? 'text' : 'password'"
@click:append="showPassword = showPassword"
:error-message="error"
error-count="2"
error
/>
</v-col>
</v-row>
<div class="form-group">{{ error }}</div>
<v-btn type="submit" @click="formSubmit">Register</v-btn>
<p>
Existing user?
<router-link to="/login">Login</router-link>instead!
</p>
</v-container>
</template>
<div>
<input type="text" v-model="login.name"
placeholder="Name"
class="border-2 border-black rounded-lg block px-2 my-2 w-48" />
<input type="text" v-model="login.email"
placeholder="Email"
class="border-2 border-black rounded-lg block px-2 my-2 w-48" />
<input type="password" v-model="login.password"
placeholder="Password"
class="border-2 border-black rounded-lg block px-2 my-2 w-48" />
</div>
<div>{{ error }}</div>
<button type="submit" @click="formSubmit" class="bg-blue-300 rounded-lg p-2 w-48">Register</button>
<p>
Existing user?
<router-link to="/login">Login</router-link> instead!
</p>
</template>

View File

@ -4,15 +4,22 @@ import { useRouter } from "vue-router";
import { DELETE, POST } from "../api";
import { useBudgetsStore } from "../stores/budget";
import { useSessionStore } from "../stores/session";
import Card from "../components/Card.vue";
import Button from "../components/Button.vue";
import { saveAs } from 'file-saver';
const transactionsFile = ref<File | undefined>(undefined);
const assignmentsFile = ref<File | undefined>(undefined);
const filesIncomplete = computed(() => transactionsFile.value == undefined || assignmentsFile.value == undefined);
onMounted(() => {
document.title = "Budgeteer - Settings";
useSessionStore().setTitle("Settings");
});
const budgetStore = useBudgetsStore();
const CurrentBudgetID = computed(() => budgetStore.CurrentBudgetID);
const CurrentBudgetName = computed(() => budgetStore.CurrentBudgetName);
function gotAssignments(e: Event) {
const input = (<HTMLInputElement>e.target);
if (input.files != null)
@ -24,19 +31,17 @@ function gotTransactions(e: Event) {
transactionsFile.value = input.files[0];
};
function deleteBudget() {
const currentBudgetID = useBudgetsStore().CurrentBudgetID;
if (currentBudgetID == null)
if (CurrentBudgetID.value == null)
return;
DELETE("/budget/" + currentBudgetID);
DELETE("/budget/" + CurrentBudgetID.value);
const budgetStore = useSessionStore();
budgetStore.Budgets.delete(currentBudgetID);
budgetStore.Budgets.delete(CurrentBudgetID.value);
useRouter().push("/")
};
function clearBudget() {
const currentBudgetID = useBudgetsStore().CurrentBudgetID;
POST("/budget/" + currentBudgetID + "/settings/clear", null)
POST("/budget/" + CurrentBudgetID.value + "/settings/clear", null)
};
function cleanNegative() {
// <a href="/budget/{{.Budget.ID}}/settings/clean-negative">Fix all historic negative category-balances</a>
@ -51,75 +56,70 @@ function ynabImport() {
const budgetStore = useBudgetsStore();
budgetStore.ImportYNAB(formData);
};
function ynabExport() {
const timeStamp = new Date().toISOString();
POST("/budget/"+CurrentBudgetID.value+"/export/ynab/assignments", "")
.then(x => x.text())
.then(x => {
var blob = new Blob([x], {type: "text/plain;charset=utf-8"});
saveAs(blob, timeStamp + " " + CurrentBudgetName.value + " - Budget.tsv");
})
POST("/budget/"+CurrentBudgetID.value+"/export/ynab/transactions", "")
.then(x => x.text())
.then(x => {
var blob = new Blob([x], {type: "text/plain;charset=utf-8"});
saveAs(blob, timeStamp + " " + CurrentBudgetName.value + " - Transactions.tsv");
})
}
</script>
<template>
<v-container>
<div>
<h1>Danger Zone</h1>
<v-row>
<v-col cols="12" md="6" xl="3">
<v-card>
<v-card-header>
<v-card-header-text>
<v-card-title>Clear Budget</v-card-title>
<v-card-subtitle>This removes transactions and assignments to start from scratch. Accounts and categories are kept. Not undoable!</v-card-subtitle>
</v-card-header-text>
</v-card-header>
<v-card-actions class="justify-center">
<v-btn @click="clearBudget">Clear budget</v-btn>
</v-card-actions>
</v-card>
</v-col>
<v-col cols="12" md="6" xl="3">
<v-card>
<v-card-header>
<v-card-header-text>
<v-card-title>Delete Budget</v-card-title>
<v-card-subtitle>This deletes the whole bugdet including all transactions, assignments, accounts and categories. Not undoable!</v-card-subtitle>
</v-card-header-text>
</v-card-header>
<v-card-actions class="justify-center">
<v-btn @click="deleteBudget">Delete budget</v-btn>
</v-card-actions>
</v-card>
</v-col>
<v-col cols="12" md="6" xl="3">
<v-card>
<v-card-header>
<v-card-header-text>
<v-card-title>Fix all historic negative category-balances</v-card-title>
<v-card-subtitle>This restores YNABs functionality, that would substract any overspent categories' balances from next months inflows.</v-card-subtitle>
</v-card-header-text>
</v-card-header>
<v-card-actions class="justify-center">
<v-btn @click="cleanNegative">Fix negative</v-btn>
</v-card-actions>
</v-card>
</v-col>
<v-col cols="12" xl="6">
<v-card>
<v-card-header>
<v-card-header-text>
<v-card-title>Import YNAB Budget</v-card-title>
</v-card-header-text>
</v-card-header>
<div class="grid md:grid-cols-2 gap-6">
<Card class="flex-col p-3">
<h2 class="text-lg font-bold">Clear Budget</h2>
<p>This removes transactions and assignments to start from scratch. Accounts and categories are kept. Not undoable!</p>
<label for="transactions_file">
Transaktionen:
<input type="file" @change="gotTransactions" accept="text/*" />
</label>
<br />
<label for="assignments_file">
Budget:
<input type="file" @change="gotAssignments" accept="text/*" />
</label>
<Button class="bg-red-500" @click="clearBudget">Clear budget</Button>
</Card>
<Card class="flex-col p-3">
<h2 class="text-lg font-bold">Delete Budget</h2>
<p>This deletes the whole bugdet including all transactions, assignments, accounts and categories. Not undoable!</p>
<Button class="bg-red-500" @click="deleteBudget">Delete budget</button>
</Card>
<Card class="flex-col p-3">
<h2 class="text-lg font-bold">Fix all historic negative category-balances</h2>
<p>This restores YNABs functionality, that would substract any overspent categories' balances from next months inflows.</p>
<Button class="bg-orange-500" @click="cleanNegative">Fix negative</button>
</Card>
<Card class="flex-col p-3">
<h2 class="text-lg font-bold">Import YNAB Budget</h2>
<div class="flex flex-row">
<div>
<label for="transactions_file">
Transaktionen:
<input type="file" @change="gotTransactions" accept="text/*" />
</label>
<br />
<label for="assignments_file">
Budget:
<input type="file" @change="gotAssignments" accept="text/*" />
</label>
</div>
<v-card-actions class="justify-center">
<v-btn :disabled="filesIncomplete" @click="ynabImport">Importieren</v-btn>
</v-card-actions>
</v-card>
</v-col>
</v-row>
<v-card></v-card>
</v-container>
<Button class="bg-blue-500" :disabled="filesIncomplete" @click="ynabImport">Importieren</Button>
</div>
</Card>
<Card class="flex-col p-3">
<h2 class="text-lg font-bold">Export as YNAB TSV</h2>
<div class="flex flex-row">
<Button class="bg-blue-500" @click="ynabExport">Export</Button>
</div>
</Card>
</div>
</div>
</template>

View File

@ -1,21 +1,42 @@
import { defineStore } from "pinia"
import { GET } from "../api";
import { GET, POST } from "../api";
import { useBudgetsStore } from "./budget";
import { useSessionStore } from "./session";
interface State {
Accounts: Map<string, Account>,
CurrentAccountID: string | null,
Categories: Map<string, Category>,
Months: Map<number, Map<number, Map<string, Category>>>,
Transactions: [],
Accounts: Map<string, Account>
CurrentAccountID: string | null
Categories: Map<string, Category>
Months: Map<number, Map<number, Map<string, Category>>>
Transactions: Map<string, Transaction>
Assignments: []
Reconciling: boolean
}
export interface Transaction {
ID: string
Date: Date
TransferAccount: string
CategoryGroup: string
Category: string
CategoryID: string | undefined
Memo: string
Status: string
GroupID: string
Payee: string
PayeeID: string | undefined
Amount: number
Reconciled: boolean
}
export interface Account {
ID: string
Name: string
OnBudget: boolean
Balance: Number
ClearedBalance: number
WorkingBalance: number
ReconciledBalance: number
Transactions: string[]
}
export interface Category {
@ -34,76 +55,165 @@ export const useAccountStore = defineStore("budget/account", {
CurrentAccountID: null,
Months: new Map<number, Map<number, Map<string, Category>>>(),
Categories: new Map<string, Category>(),
Transactions: [],
Assignments: []
Transactions: new Map<string, Transaction>(),
Assignments: [],
Reconciling: false,
}),
getters: {
AccountsList(state) {
return [ ...state.Accounts.values() ];
return [...state.Accounts.values()];
},
CategoriesForMonth: (state) => (year : number, month : number) => {
console.log("MTH", state.Months)
AllCategoriesForMonth: (state) => (year: number, month: number) => {
const yearMap = state.Months.get(year);
return [ ...yearMap?.get(month)?.values() || [] ];
const monthMap = yearMap?.get(month);
return [...monthMap?.values() || []];
},
CurrentAccount(state) : Account | undefined {
CategoryGroupsForMonth(state) {
return (year: number, month: number) => {
const categories = this.AllCategoriesForMonth(year, month);
const categoryGroups = [];
let prev = undefined;
for (const category of categories) {
if (category.Group != prev)
categoryGroups.push({
Name: category.Group,
Expand: category.Group != "Hidden Categories",
});
prev = category.Group;
}
return categoryGroups;
}
},
CategoriesForMonthAndGroup(state) {
return (year: number, month: number, group: string) => {
const categories = this.AllCategoriesForMonth(year, month);
return categories.filter(x => x.Group == group);
}
},
CurrentAccount(state): Account | undefined {
if (state.CurrentAccountID == null)
return undefined;
return state.Accounts.get(state.CurrentAccountID);
},
OnBudgetAccounts(state) {
return [ ...state.Accounts.values() ].filter(x => x.OnBudget);
ReconcilingBalance(state): number {
let reconciledBalance = this.CurrentAccount!.ReconciledBalance;
for (const transaction of this.TransactionsList) {
if (transaction.Reconciled)
reconciledBalance += transaction.Amount;
}
return reconciledBalance;
},
OnBudgetAccountsBalance(state) : Number {
return this.OnBudgetAccounts.reduce((prev, curr) => prev + Number(curr.Balance), 0);
OnBudgetAccounts(state) {
return [...state.Accounts.values()].filter(x => x.OnBudget);
},
OnBudgetAccountsBalance(state): number {
return this.OnBudgetAccounts.reduce((prev, curr) => prev + Number(curr.ClearedBalance), 0);
},
OffBudgetAccounts(state) {
return [ ...state.Accounts.values() ].filter(x => !x.OnBudget);
return [...state.Accounts.values()].filter(x => !x.OnBudget);
},
OffBudgetAccountsBalance(state) : Number {
return this.OffBudgetAccounts.reduce((prev, curr) => prev + Number(curr.Balance), 0);
OffBudgetAccountsBalance(state): number {
return this.OffBudgetAccounts.reduce((prev, curr) => prev + Number(curr.ClearedBalance), 0);
},
TransactionsList(state): Transaction[] {
return this.CurrentAccount!.Transactions.map(x => {
return this.Transactions.get(x)!
});
},
TransactionsList(state) {
return (state.Transactions || []);
}
},
actions: {
async SetCurrentAccount(budgetid : string, accountid : string) {
async SetCurrentAccount(budgetid: string, accountid: string) {
if (budgetid == null)
return
this.CurrentAccountID = accountid;
if (this.CurrentAccount == undefined)
const account = this.CurrentAccount;
if (account == undefined)
return
useSessionStore().setTitle(this.CurrentAccount.Name);
await this.FetchAccount(accountid);
useSessionStore().setTitle(account.Name);
await this.FetchAccount(account);
},
async FetchAccount(accountid : string) {
const result = await GET("/account/" + accountid + "/transactions");
AddTransaction(account: Account, transaction: any) {
transaction.Date = new Date(transaction.Date);
this.Transactions.set(transaction.ID, transaction);
},
async FetchAccount(account: Account) {
const result = await GET("/account/" + account.ID + "/transactions");
const response = await result.json();
this.Transactions = response.Transactions;
account.Transactions = [];
for (const transaction of response.Transactions) {
this.AddTransaction(account, transaction);
account.Transactions.push(transaction.ID);
}
},
async FetchMonthBudget(budgetid : string, year : number, month : number) {
async FetchMonthBudget(budgetid: string, year: number, month: number) {
const result = await GET("/budget/" + budgetid + "/" + year + "/" + month);
const response = await result.json();
if (response.Categories == undefined || response.Categories.length <= 0)
return;
this.addCategoriesForMonth(year, month, response.Categories);
},
addCategoriesForMonth(year : number, month : number, categories : Category[]) : void {
const yearMap = this.Months.get(year) || new Map<number, Map<string, Category>>();
this.Months.set(year, yearMap);
async EditAccount(accountid: string, name: string, onBudget: boolean) {
const result = await POST("/account/" + accountid, JSON.stringify({ name: name, onBudget: onBudget }));
const response = await result.json();
useBudgetsStore().MergeBudgetingData(response);
},
addCategoriesForMonth(year: number, month: number, categories: Category[]): void {
this.$patch((state) => {
const yearMap = state.Months.get(year) || new Map<number, Map<string, Category>>();
const monthMap = yearMap.get(month) || new Map<string, Category>();
for (const category of categories) {
monthMap.set(category.ID, category);
}
const monthMap = yearMap.get(month) || new Map<string, Category>();
yearMap.set(month, monthMap);
yearMap.set(month, monthMap);
state.Months.set(year, yearMap);
});
},
SetReconciledForAllTransactions(value: boolean) {
for (const transaction of this.TransactionsList) {
if (transaction.Status == "Reconciled")
continue;
for (const category of categories){
monthMap.set(category.ID, category);
transaction.Reconciled = value;
}
},
async SubmitReconcilation(reconciliationTransactionAmount: number) {
const account = this.CurrentAccount!;
const reconciledTransactions = this.TransactionsList.filter(x => x.Reconciled);
for (const transaction of reconciledTransactions) {
account.ReconciledBalance += transaction.Amount;
transaction.Status = "Reconciled";
transaction.Reconciled = false;
}
const result = await POST("/account/" + this.CurrentAccountID + "/reconcile", JSON.stringify({
transactionIDs: reconciledTransactions.map(x => x.ID),
reconciliationTransactionAmount: reconciliationTransactionAmount.toString(),
}));
const response = await result.json();
const recTrans = response.ReconciliationTransaction;
if (recTrans) {
this.AddTransaction(account, recTrans);
account.Transactions.unshift(recTrans.ID);
}
console.log("Reconcile: " + response.message);
},
logout() {
this.$reset()
},
async saveTransaction(payload: string) {
const result = await POST("/transaction/new", payload);
const response = await result.json();
this.AddTransaction(this.CurrentAccount!, response);
this.CurrentAccount?.Transactions.unshift(response.ID);
},
async editTransaction(transactionid: string, payload: string) {
const result = await POST("/transaction/" + transactionid, payload);
const response = await result.json();
this.AddTransaction(this.CurrentAccount!, response);
}
}
})
})

View File

@ -51,6 +51,9 @@ export const useBudgetsStore = defineStore('budget', {
async FetchBudget(budgetid: string) {
const result = await GET("/budget/" + budgetid);
const response = await result.json();
this.MergeBudgetingData(response);
},
MergeBudgetingData(response : any) {
for (const account of response.Accounts || []) {
useAccountStore().Accounts.set(account.ID, account);
}

View File

@ -20,12 +20,12 @@ export interface Budget {
export const useSessionStore = defineStore('session', {
state: () => ({
Session: useStorage<Session>('session', null, undefined, { serializer: StorageSerializers.object }),
Session: useStorage<Session | null>('session', null, undefined, { serializer: StorageSerializers.object }),
Budgets: useStorage<Map<string, Budget>>('budgets', new Map<string, Budget>(), undefined, { serializer: StorageSerializers.map }),
}),
getters: {
BudgetsList: (state) => [ ...state.Budgets.values() ],
AuthHeaders: (state) => ({'Authorization': 'Bearer ' + state.Session.Token}),
AuthHeaders: (state) => ({'Authorization': 'Bearer ' + state.Session?.Token}),
LoggedIn: (state) => state.Session != null,
},
actions: {
@ -36,21 +36,26 @@ export const useSessionStore = defineStore('session', {
this.Session = {
User: x.User,
Token: x.Token,
},
this.Budgets = x.Budgets;
}
for (const budget of x.Budgets) {
this.Budgets.set(budget.ID, budget);
}
},
async login(login: any) {
const response = await POST("/user/login", JSON.stringify(login));
const result = await response.json();
return this.loginSuccess(result);
this.loginSuccess(result);
return result;
},
async register(login : any) {
const response = await POST("/user/register", JSON.stringify(login));
const result = await response.json();
return this.loginSuccess(result);
this.loginSuccess(result);
return result;
},
logout() {
this.$reset()
this.Session = null;
this.Budgets.clear();
},
}
})

View File

@ -1141,6 +1141,11 @@
"@types/qs" "*"
"@types/serve-static" "*"
"@types/file-saver@^2.0.5":
version "2.0.5"
resolved "https://registry.yarnpkg.com/@types/file-saver/-/file-saver-2.0.5.tgz#9ee342a5d1314bb0928375424a2f162f97c310c7"
integrity sha512-zv9kNf3keYegP5oThGLaPk8E081DFDuwfqjtiTzm6PoxChdJ1raSuADf2YGCVIyrSynLrgc8JWv296s7Q7pQSQ==
"@types/glob@^7.1.1":
version "7.2.0"
resolved "https://registry.yarnpkg.com/@types/glob/-/glob-7.2.0.tgz#bc1b5bf3aa92f25bd5dd39f35c57361bdce5b2eb"
@ -4137,6 +4142,11 @@ figures@^2.0.0:
dependencies:
escape-string-regexp "^1.0.5"
file-saver@^2.0.5:
version "2.0.5"
resolved "https://registry.yarnpkg.com/file-saver/-/file-saver-2.0.5.tgz#d61cfe2ce059f414d899e9dd6d4107ee25670c38"
integrity sha512-P9bmyZ3h/PRG+Nzga+rbdI4OEpNDzAVyy74uVO9ATgzLK6VtAsYybF/+TOCvrc0MO793d6+42lLyZTw7/ArVzA==
file-uri-to-path@1.0.0:
version "1.0.0"
resolved "https://registry.yarnpkg.com/file-uri-to-path/-/file-uri-to-path-1.0.0.tgz#553a7b8446ff6f684359c445f1e37a05dacc33dd"