Save all unmatched transfers as regular transactions

postgres/queries/transactions.sql

@@ -23,7 +23,7 @@ DELETE FROM transactions
 WHERE id = $1;
 
 -- name: GetTransactionsForBudget :many
-SELECT  transactions.id, transactions.date, transactions.memo, transactions.amount,
+SELECT  transactions.id, transactions.date, transactions.memo, transactions.amount, transactions.group_id,
         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
@@ -35,7 +35,7 @@ ORDER BY transactions.date DESC
 LIMIT 200;
 
 -- name: GetTransactionsForAccount :many
-SELECT  transactions.id, transactions.date, transactions.memo, transactions.amount,
+SELECT  transactions.id, transactions.date, transactions.memo, transactions.amount, transactions.group_id,
         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

postgres/schema/0012_add-group-id.sql

@@ -1,6 +1,5 @@
 -- +goose Up
-ALTER TABLE transactions ADD COLUMN
+ALTER TABLE transactions ADD COLUMN group_id uuid NULL;
-    group_id uuid NULL;
 
 -- +goose Down
 ALTER TABLE transactions DROP COLUMN group_id;

postgres/transactions.sql.go

@@ -132,7 +132,7 @@ func (q *Queries) GetTransactionsByMonthAndCategory(ctx context.Context, budgetI
 }
 
 const getTransactionsForAccount = `-- name: GetTransactionsForAccount :many
-SELECT  transactions.id, transactions.date, transactions.memo, transactions.amount,
+SELECT  transactions.id, transactions.date, transactions.memo, transactions.amount, transactions.group_id,
         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
@@ -149,6 +149,7 @@ type GetTransactionsForAccountRow struct {
 	Date          time.Time
 	Memo          string
 	Amount        Numeric
+	GroupID       uuid.NullUUID
 	Account       string
 	Payee         string
 	CategoryGroup string
@@ -169,6 +170,7 @@ func (q *Queries) GetTransactionsForAccount(ctx context.Context, accountID uuid.
 			&i.Date,
 			&i.Memo,
 			&i.Amount,
+			&i.GroupID,
 			&i.Account,
 			&i.Payee,
 			&i.CategoryGroup,
@@ -188,7 +190,7 @@ func (q *Queries) GetTransactionsForAccount(ctx context.Context, accountID uuid.
 }
 
 const getTransactionsForBudget = `-- name: GetTransactionsForBudget :many
-SELECT  transactions.id, transactions.date, transactions.memo, transactions.amount,
+SELECT  transactions.id, transactions.date, transactions.memo, transactions.amount, transactions.group_id,
         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
@@ -205,6 +207,7 @@ type GetTransactionsForBudgetRow struct {
 	Date          time.Time
 	Memo          string
 	Amount        Numeric
+	GroupID       uuid.NullUUID
 	Account       string
 	Payee         string
 	CategoryGroup string
@@ -225,6 +228,7 @@ func (q *Queries) GetTransactionsForBudget(ctx context.Context, budgetID uuid.UU
 			&i.Date,
 			&i.Memo,
 			&i.Amount,
+			&i.GroupID,
 			&i.Account,
 			&i.Payee,
 			&i.CategoryGroup,

postgres/ynab-import.go

@@ -212,11 +212,11 @@ func (ynab *YNABImport) ImportTransactions(r io.Reader) error {
 
 				_, err = ynab.queries.CreateTransaction(ynab.Context, transfer.CreateTransactionParams)
 				if err != nil {
-					return fmt.Errorf("could not save transaction %v: %w", transaction, err)
+					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", transaction, err)
+					return fmt.Errorf("could not save transaction %v: %w", openTransfer.CreateTransactionParams, err)
 				}
 				break
 			}
@@ -243,7 +243,12 @@ func (ynab *YNABImport) ImportTransactions(r io.Reader) error {
 	}
 
 	for _, openTransfer := range openTransfers {
-		fmt.Printf("Found transfer from %s to %s on %s over %f\n", openTransfer.FromAccount, openTransfer.ToAccount, openTransfer.Date, openTransfer.Amount.GetFloat64())
+		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)
+		if err != nil {
+			return fmt.Errorf("could not save transaction %v: %w", openTransfer.CreateTransactionParams, err)
+		}
+
 	}
 	fmt.Printf("Imported %d transactions\n", count)
 

web/account.html

@@ -26,6 +26,9 @@
                 {{.CategoryGroup}} : {{.Category}}
             {{end}}
         </td>
+        <td>
+            {{if .GroupID.Valid}}☀{{end}}
+        </td>
         <td>
             <a href="/budget/{{$.Budget.ID}}/transaction/{{.ID}}">{{.Memo}}</a>
         </td>

web/settings.html

@@ -7,8 +7,8 @@
 {{define "main"}}
     <h1>Danger Zone</h1>
     <div class="budget-item">
-        <a href="/budget/{{.Budget.ID}}/settings/clear">Clear database</a>
+        <a href="/budget/{{.Budget.ID}}/settings/clear">Clear budget</a>
-        <p>This removes all data and starts from scratch. Not undoable!</p>
+        <p>This removes transactions and assignments to start from scratch. Accounts and categories are kept. Not undoable!</p>
     </div>
     <div class="budget-item">
         <a href="/budget/{{.Budget.ID}}/settings/clean-negative">Fix all historic negative category-balances</a>