72 Commits

Author SHA1 Message Date
2843d8a2f1 Save all unmatched transfers as regular transactions
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continuous-integration/drone/pr Build is failing
continuous-integration/drone/push Build is passing
2022-01-10 10:10:02 +00:00
843dcd2536 Fix logging wrong objects 2022-01-10 10:10:02 +00:00
a147830e12 Also fetch GroupID and highlight groups in transactions-view 2022-01-10 10:10:02 +00:00
b0776023b4 Fix migration 2022-01-10 10:10:02 +00:00
0b95cdc1d9 Reword clear actions description 2022-01-10 10:10:02 +00:00
2ec9c923df Implement matching 2022-01-10 10:10:02 +00:00
beff7afcf7 Add group_id 2022-01-10 10:10:02 +00:00
951e827d20 Add transfer_id 2022-01-09 20:47:43 +00:00
2f3e4bc748 Add transfers to list and skip 2022-01-09 20:27:51 +00:00
d71eb17092 Remove new transaction from transaction edit dialog
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continuous-integration/drone/push Build is passing
2021-12-28 20:41:18 +00:00
53dd31fa35 Extract util.go 2021-12-28 20:41:06 +00:00
1a4267186a Add ability to edit payees 2021-12-28 20:40:53 +00:00
5018e5b973 Give sensible name to caching method
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continuous-integration/drone/push Build is passing
2021-12-28 20:16:44 +00:00
ed9e75d57a Enable drone CI
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continuous-integration/drone/push Build is passing
2021-12-28 20:08:19 +00:00
ed361324dd Fix indentation 2021-12-28 16:14:48 +00:00
6bac09a38e Implement update and delete for transactions 2021-12-27 23:38:30 +00:00
ab43387f06 Use wrapper to prevent password change popups from screwing up the layout 2021-12-27 23:14:50 +00:00
c112d95a41 Add delete button 2021-12-27 23:07:16 +00:00
6fdc0e3b1d Try to fix indentation 2021-12-27 23:07:07 +00:00
f08784ffa7 Fix typo 2021-12-27 23:06:59 +00:00
8188184ac9 Add tag for self-hosted registry 2021-12-27 23:06:38 +00:00
81b3bf334a Add transaction detail view 2021-12-14 15:02:51 +00:00
d0ad0dcb3a Implement categories for new transactions 2021-12-14 14:41:10 +00:00
1ab1fa74e0 Improve new-transaction form by adding account_id and default date 2021-12-14 14:15:08 +00:00
33c54c9f4c Make import available via UI 2021-12-14 14:14:35 +00:00
1ed9344586 Add home button to sidebar 2021-12-14 14:14:12 +00:00
a8bd03a805 Handle circular required keys
Use a dummy-value at first and update it later.
Deferrable doesn't seem to work for NOT NULL - only
for FOREIGN KEYs.
2021-12-14 14:13:23 +00:00
9e01be699a Fix modals not opening 2021-12-14 14:12:01 +00:00
84ddb36d62 Fix reset only undoing one version 2021-12-14 14:11:11 +00:00
8b6a8c3697 Add income_category_id only after categories table exists 2021-12-11 22:08:08 +00:00
208ffce968 Wrap errors 2021-12-11 22:07:53 +00:00
bfba5f4028 Also rebuild on schema change
Files in postgres/schema/ are embedded in an embed.FS
2021-12-11 22:07:34 +00:00
1f2d81f173 Add task build command 2021-12-11 22:07:09 +00:00
c3a93377d9 Fix schema 2021-12-11 21:55:33 +00:00
40a299141d Implement new budget with transaction to be able to satisfy not null columns 2021-12-11 20:19:52 +00:00
935499e3a8 Improve UI
Highlight future transactions
clarify settings are for budget
2021-12-11 20:19:28 +00:00
915964fa4e Add now to funcs available from templates 2021-12-11 20:18:27 +00:00
e9adc763b2 Remove Repository and use Database instead 2021-12-11 20:18:09 +00:00
d5ebf5a5cf Group hidden categories 2021-12-11 15:10:51 +00:00
466775817f Merge added and assigned into moneyUsed 2021-12-11 13:03:26 +00:00
e2413290b4 Extract another method 2021-12-11 13:01:35 +00:00
18cd29cca2 Exctract getDate 2021-12-11 12:52:52 +00:00
caf0126b86 Implement budgeting views by calculating most values locally 2021-12-11 12:47:41 +00:00
6da1b26a2f update go.mod 2021-12-11 12:47:07 +00:00
13993b6b5a Try to calculate balances locally 2021-12-10 18:56:56 +00:00
625e0635fd Fix indentation 2021-12-10 17:09:43 +00:00
1826274ccc Show budget name in sidebar 2021-12-10 16:40:02 +00:00
defbbd1884 Improve documentation for YNAB Import 2021-12-10 16:39:56 +00:00
8116238d48 Add settings page linking to clean and clear 2021-12-10 16:39:44 +00:00
e0eeaadc60 Use same template for account and all-accounts 2021-12-10 16:38:10 +00:00
4cd81592e4 Also watch for templates changes 2021-12-10 16:37:11 +00:00
5d9693838f Complete Taskfile
- Use checksums for go.mod/go.sum
- Disable CGO to be able to use 'FROM SCRATCH' Dockerfile
- Add run command that updates docker-compose
2021-12-10 09:43:59 +00:00
3bec0857d5 Add Taskfile 2021-12-10 09:36:16 +00:00
5e18d51b5d Only show last month's overflow 2021-12-08 15:21:10 +00:00
11179a1593 Also load available last month 2021-12-08 15:15:49 +00:00
7cb7527704 Use date_trunc instead of splitting date into year and month 2021-12-08 15:15:35 +00:00
c3a022b595 Add views with results grouped by month 2021-12-08 14:40:11 +00:00
a0ebdd01aa Implement cleaning to set all historic negative balances to zero 2021-12-07 21:59:06 +00:00
edd1319222 Show available balance including activities of this month 2021-12-07 21:32:36 +00:00
a19d3d6932 Try to enable caching 2021-12-07 21:32:20 +00:00
f4ddf12214 Split displayed accounts by on- or off-budget 2021-12-07 21:20:35 +00:00
04fd687324 Handle null values in numeric 2021-12-07 21:20:35 +00:00
cbda69e827 Handle on_budget in available balance 2021-12-07 21:20:35 +00:00
e3f3dc6748 Add on_budget column to accounts 2021-12-07 21:20:35 +00:00
915379f5cb Make available balance date-dependent 2021-12-07 21:20:35 +00:00
284685fb52 Update Bootstrap 2021-12-07 21:20:35 +00:00
5f4c5d9d51 Display zero values in grey 2021-12-07 20:35:49 +00:00
8c9c78a789 Fix between call being inclusive 2021-12-07 20:28:48 +00:00
64822912d9 Add available balance 2021-12-07 20:22:40 +00:00
1d4bc158a8 Improve handling of context 2021-12-07 19:08:53 +00:00
fbd283cd1c Show date in without time 2021-12-07 15:42:39 +00:00
0ee3f269b5 Split routes into own files 2021-12-07 15:42:29 +00:00
76 changed files with 1887 additions and 10609 deletions

27
.drone.yml Normal file
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@ -0,0 +1,27 @@
---
kind: pipeline
type: docker
name: budgeteer
steps:
- name: Taskfile.dev
image: hub.javil.eu/budgeteer:dev
commands:
- task build
- name: docker
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
tags:
- latest
image_pull_secrets:
- hub.javil.eu

11
.vscode/tasks.json vendored
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@ -4,14 +4,21 @@
"version": "2.0.0",
"tasks": [
{
"label": "earthly +run",
"label": "task watch +run",
"type": "shell",
"command": "earthly +run",
"command": "task -w run",
"problemMatcher": [],
"group": {
"kind": "build",
"isDefault": true
}
},
{
"label": "earthly +run",
"type": "shell",
"command": "earthly +run",
"problemMatcher": [],
"group": "build"
}
]
}

3
Dockerfile.dev Normal file
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@ -0,0 +1,3 @@
FROM golang:1.17
RUN go install github.com/kyleconroy/sqlc/cmd/sqlc@latest
RUN go install github.com/go-task/task/v3/cmd/task@latest

61
Taskfile.yml Normal file
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@ -0,0 +1,61 @@
version: '3'
tasks:
default:
cmds:
- task: build
sqlc:
desc: sqlc code generation
sources:
- ./sqlc.yaml
- ./postgres/schema/*
- ./postgres/queries/*
generates:
- ./postgres/*.sql.go
cmds:
- sqlc generate
gomod:
desc: Go modules
sources:
- ./go.mod
- ./go.sum
method: checksum
cmds:
- go mod download
build:
desc: Build budgeteer
deps: [gomod, sqlc]
sources:
- ./go.mod
- ./go.sum
- ./cmd/budgeteer/*.go
- ./*.go
- ./config/*.go
- ./http/*.go
- ./jwt/*.go
- ./postgres/*.go
- ./web/**/*
- ./postgres/schema/*
generates:
- build/budgeteer{{exeExt}}
env:
CGO_ENABLED: '0'
cmds:
- go build -o ./build/budgeteer{{exeExt}} ./cmd/budgeteer
docker:
desc: Build budgeeter:latest
deps: [build]
sources:
- ./build/budgeteer
cmds:
- docker build -t budgeteer:latest -t hub.javil.eu/budgeteer:latest ./build
run:
desc: Start docker-compose
deps: [docker]
cmds:
- docker-compose up -d

3
build/Dockerfile Normal file
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@ -0,0 +1,3 @@
FROM scratch
COPY ./budgeteer /app/budgeteer
ENTRYPOINT ["/app/budgeteer"]

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@ -13,25 +13,20 @@ import (
func main() {
cfg, err := config.LoadConfig()
if err != nil {
log.Fatalf("Could not load Config: %v", err)
log.Fatalf("Could not load config: %v", err)
}
bv := &bcrypt.Verifier{}
q, db, err := postgres.Connect(cfg.DatabaseHost, cfg.DatabaseUser, cfg.DatabasePassword, cfg.DatabaseName)
q, err := postgres.Connect(cfg.DatabaseHost, cfg.DatabaseUser, cfg.DatabasePassword, cfg.DatabaseName)
if err != nil {
log.Fatalf("Failed connecting to DB: %v", err)
}
us, err := postgres.NewRepository(q, db)
if err != nil {
log.Fatalf("Failed building Repository: %v", err)
}
tv := &jwt.TokenVerifier{}
h := &http.Handler{
Service: us,
Service: q,
TokenVerifier: tv,
CredentialsVerifier: bv,
}

3
go.mod
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@ -5,7 +5,6 @@ go 1.17
require (
github.com/dgrijalva/jwt-go v3.2.0+incompatible
github.com/gin-gonic/gin v1.7.4
github.com/gofrs/uuid v4.0.0+incompatible
github.com/google/uuid v1.3.0
github.com/jackc/pgx/v4 v4.13.0
github.com/pressly/goose/v3 v3.3.1
@ -24,7 +23,7 @@ require (
github.com/jackc/pgpassfile v1.0.0 // indirect
github.com/jackc/pgproto3/v2 v2.1.1 // indirect
github.com/jackc/pgservicefile v0.0.0-20200714003250-2b9c44734f2b // indirect
github.com/jackc/pgtype v1.8.1 // indirect
github.com/jackc/pgtype v1.8.1 // direct
github.com/json-iterator/go v1.1.9 // indirect
github.com/leodido/go-urn v1.2.0 // indirect
github.com/mattn/go-isatty v0.0.12 // indirect

54
http/account.go Normal file
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@ -0,0 +1,54 @@
package http
import (
"net/http"
"git.javil.eu/jacob1123/budgeteer/postgres"
"github.com/gin-gonic/gin"
"github.com/google/uuid"
)
type AccountData struct {
AlwaysNeededData
Account *postgres.Account
Categories []postgres.GetCategoriesRow
Transactions []postgres.GetTransactionsForAccountRow
}
func (h *Handler) account(c *gin.Context) {
data := c.MustGet("data").(AlwaysNeededData)
accountID := c.Param("accountid")
accountUUID, err := uuid.Parse(accountID)
if err != nil {
c.Redirect(http.StatusTemporaryRedirect, "/login")
return
}
account, err := h.Service.GetAccount(c.Request.Context(), accountUUID)
if err != nil {
c.AbortWithError(http.StatusNotFound, err)
return
}
categories, err := h.Service.GetCategories(c.Request.Context(), data.Budget.ID)
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
}
d := AccountData{
data,
&account,
categories,
transactions,
}
c.HTML(http.StatusOK, "account.html", d)
}

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@ -3,9 +3,7 @@ package http
import (
"net/http"
"git.javil.eu/jacob1123/budgeteer/postgres"
"github.com/gin-gonic/gin"
"github.com/google/uuid"
)
type AccountsData struct {
@ -19,39 +17,3 @@ func (h *Handler) accounts(c *gin.Context) {
c.HTML(http.StatusOK, "accounts.html", d)
}
type AccountData struct {
AlwaysNeededData
Account *postgres.Account
Transactions []postgres.GetTransactionsForAccountRow
}
func (h *Handler) account(c *gin.Context) {
accountID := c.Param("accountid")
accountUUID, err := uuid.Parse(accountID)
if err != nil {
c.Redirect(http.StatusTemporaryRedirect, "/login")
return
}
account, err := h.Service.DB.GetAccount(c.Request.Context(), accountUUID)
if err != nil {
c.AbortWithError(http.StatusNotFound, err)
return
}
transactions, err := h.Service.DB.GetTransactionsForAccount(c.Request.Context(), accountUUID)
if err != nil {
c.AbortWithError(http.StatusNotFound, err)
return
}
d := AccountData{
c.MustGet("data").(AlwaysNeededData),
&account,
transactions,
}
c.HTML(http.StatusOK, "account.html", d)
}

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@ -1,9 +1,11 @@
package http
import (
"fmt"
"net/http"
"github.com/gin-gonic/gin"
"github.com/google/uuid"
"github.com/pressly/goose/v3"
)
@ -19,13 +21,97 @@ func (h *Handler) admin(c *gin.Context) {
func (h *Handler) clearDatabase(c *gin.Context) {
d := AdminData{}
if err := goose.Down(h.Service.LegacyDB, "schema"); err != nil {
if err := goose.Reset(h.Service.DB, "schema"); err != nil {
c.AbortWithError(http.StatusInternalServerError, err)
}
if err := goose.Up(h.Service.LegacyDB, "schema"); err != nil {
if err := goose.Up(h.Service.DB, "schema"); err != nil {
c.AbortWithError(http.StatusInternalServerError, err)
}
c.HTML(http.StatusOK, "admin.html", d)
}
type SettingsData struct {
AlwaysNeededData
}
func (h *Handler) settings(c *gin.Context) {
d := SettingsData{
c.MustGet("data").(AlwaysNeededData),
}
c.HTML(http.StatusOK, "settings.html", d)
}
func (h *Handler) clearBudget(c *gin.Context) {
budgetID := c.Param("budgetid")
budgetUUID, err := uuid.Parse(budgetID)
if err != nil {
c.Redirect(http.StatusTemporaryRedirect, "/login")
return
}
rows, err := h.Service.DeleteAllAssignments(c.Request.Context(), budgetUUID)
if err != nil {
c.AbortWithError(http.StatusInternalServerError, err)
return
}
fmt.Printf("Deleted %d assignments\n", rows)
rows, err = h.Service.DeleteAllTransactions(c.Request.Context(), budgetUUID)
if err != nil {
c.AbortWithError(http.StatusInternalServerError, err)
return
}
fmt.Printf("Deleted %d transactions\n", rows)
}
func (h *Handler) cleanNegativeBudget(c *gin.Context) {
/*budgetID := c.Param("budgetid")
budgetUUID, err := uuid.Parse(budgetID)
if err != nil {
c.Redirect(http.StatusTemporaryRedirect, "/login")
return
}*/
/*min_date, err := h.Service.GetFirstActivity(c.Request.Context(), budgetUUID)
date := getFirstOfMonthTime(min_date)
for {
nextDate := date.AddDate(0, 1, 0)
params := postgres.GetCategoriesWithBalanceParams{
BudgetID: budgetUUID,
ToDate: nextDate,
FromDate: date,
}
categories, err := h.Service.GetCategoriesWithBalance(c.Request.Context(), params)
if err != nil {
c.AbortWithError(http.StatusInternalServerError, err)
return
}
for _, category := range categories {
available := category.Available.GetFloat64()
if available >= 0 {
continue
}
var negativeAvailable postgres.Numeric
negativeAvailable.Set(-available)
createAssignment := postgres.CreateAssignmentParams{
Date: nextDate.AddDate(0, 0, -1),
Amount: negativeAvailable,
CategoryID: category.ID,
}
h.Service.CreateAssignment(c.Request.Context(), createAssignment)
}
if nextDate.Before(time.Now()) {
date = nextDate
} else {
break
}
}*/
}

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@ -1,7 +1,6 @@
package http
import (
"context"
"net/http"
"git.javil.eu/jacob1123/budgeteer/postgres"
@ -12,6 +11,8 @@ import (
type AlwaysNeededData struct {
Budget postgres.Budget
Accounts []postgres.GetAccountsWithBalanceRow
OnBudgetAccounts []postgres.GetAccountsWithBalanceRow
OffBudgetAccounts []postgres.GetAccountsWithBalanceRow
}
func (h *Handler) getImportantData(c *gin.Context) {
@ -23,20 +24,31 @@ func (h *Handler) getImportantData(c *gin.Context) {
return
}
budget, err := h.Service.DB.GetBudget(context.Background(), budgetUUID)
budget, err := h.Service.GetBudget(c.Request.Context(), budgetUUID)
if err != nil {
c.AbortWithError(http.StatusNotFound, err)
return
}
accounts, err := h.Service.DB.GetAccountsWithBalance(c.Request.Context(), budgetUUID)
accounts, err := h.Service.GetAccountsWithBalance(c.Request.Context(), budgetUUID)
if err != nil {
c.AbortWithError(http.StatusInternalServerError, err)
return
}
var onBudgetAccounts, offBudgetAccounts []postgres.GetAccountsWithBalanceRow
for _, account := range accounts {
if account.OnBudget {
onBudgetAccounts = append(onBudgetAccounts, account)
} else {
offBudgetAccounts = append(offBudgetAccounts, account)
}
}
base := AlwaysNeededData{
Accounts: accounts,
OnBudgetAccounts: onBudgetAccounts,
OffBudgetAccounts: offBudgetAccounts,
Budget: budget,
}

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@ -1,20 +1,22 @@
package http
import (
"context"
"net/http"
"git.javil.eu/jacob1123/budgeteer"
"git.javil.eu/jacob1123/budgeteer/postgres"
"github.com/gin-gonic/gin"
"github.com/google/uuid"
)
type BudgetData struct {
type AllAccountsData struct {
AlwaysNeededData
Account *postgres.Account
Categories []postgres.GetCategoriesRow
Transactions []postgres.GetTransactionsForBudgetRow
}
func (h *Handler) budget(c *gin.Context) {
func (h *Handler) allAccounts(c *gin.Context) {
budgetID := c.Param("budgetid")
budgetUUID, err := uuid.Parse(budgetID)
if err != nil {
@ -22,16 +24,41 @@ func (h *Handler) budget(c *gin.Context) {
return
}
transactions, err := h.Service.DB.GetTransactionsForBudget(context.Background(), budgetUUID)
categories, err := h.Service.GetCategories(c.Request.Context(), budgetUUID)
if err != nil {
c.AbortWithError(http.StatusNotFound, err)
return
}
transactions, err := h.Service.GetTransactionsForBudget(c.Request.Context(), budgetUUID)
if err != nil {
c.AbortWithError(http.StatusInternalServerError, err)
return
}
d := BudgetData{
d := AllAccountsData{
c.MustGet("data").(AlwaysNeededData),
&postgres.Account{
Name: "All accounts",
},
categories,
transactions,
}
c.HTML(http.StatusOK, "budget.html", d)
c.HTML(http.StatusOK, "account.html", d)
}
func (h *Handler) newBudget(c *gin.Context) {
budgetName, succ := c.GetPostForm("name")
if !succ {
c.AbortWithStatus(http.StatusNotAcceptable)
return
}
userID := c.MustGet("token").(budgeteer.Token).GetID()
_, err := h.Service.NewBudget(c.Request.Context(), budgetName, userID)
if err != nil {
c.AbortWithError(http.StatusInternalServerError, err)
return
}
}

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@ -1,7 +1,6 @@
package http
import (
"context"
"fmt"
"net/http"
"strconv"
@ -9,95 +8,175 @@ import (
"git.javil.eu/jacob1123/budgeteer/postgres"
"github.com/gin-gonic/gin"
"github.com/google/uuid"
)
type BudgetingData struct {
AlwaysNeededData
Categories []postgres.GetCategoriesWithBalanceRow
Categories []CategoryWithBalance
AvailableBalance float64
Date time.Time
Next time.Time
Previous time.Time
}
func (h *Handler) budgeting(c *gin.Context) {
budgetID := c.Param("budgetid")
budgetUUID, err := uuid.Parse(budgetID)
if err != nil {
c.Redirect(http.StatusTemporaryRedirect, "/login")
return
func getFirstOfMonth(year, month int, location *time.Location) time.Time {
return time.Date(year, time.Month(month), 1, 0, 0, 0, 0, location)
}
now := time.Now()
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 float64
AvailableLastMonth float64
Activity float64
Assigned float64
}
func getDate(c *gin.Context) (time.Time, error) {
var year, month int
yearString := c.Param("year")
monthString := c.Param("month")
if yearString != "" && monthString != "" {
year, err = strconv.Atoi(yearString)
if yearString == "" && monthString == "" {
return getFirstOfMonthTime(time.Now()), nil
}
year, err := strconv.Atoi(yearString)
if err != nil {
c.Redirect(http.StatusTemporaryRedirect, "/budget/"+budgetUUID.String())
return
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) budgeting(c *gin.Context) {
alwaysNeededData := c.MustGet("data").(AlwaysNeededData)
budgetUUID := alwaysNeededData.Budget.ID
firstOfMonth, err := getDate(c)
if err != nil {
c.Redirect(http.StatusTemporaryRedirect, "/budget/"+budgetUUID.String())
return
}
} else {
var monthM time.Month
year, monthM, _ = now.Date()
month = int(monthM)
}
firstOfMonth := time.Date(year, time.Month(month), 1, 0, 0, 0, 0, now.Location())
firstOfNextMonth := firstOfMonth.AddDate(0, 1, 0)
firstOfPreviousMonth := firstOfMonth.AddDate(0, -1, 0)
params := postgres.GetCategoriesWithBalanceParams{
BudgetID: budgetUUID,
FromDate: firstOfMonth,
ToDate: firstOfNextMonth,
d := BudgetingData{
AlwaysNeededData: alwaysNeededData,
Date: firstOfMonth,
Next: firstOfNextMonth,
Previous: firstOfPreviousMonth,
}
categories, err := h.Service.DB.GetCategoriesWithBalance(context.Background(), params)
categories, err := h.Service.GetCategories(c.Request.Context(), budgetUUID)
cumultativeBalances, err := h.Service.GetCumultativeBalances(c.Request.Context(), budgetUUID)
if err != nil {
c.AbortWithError(http.StatusInternalServerError, err)
c.AbortWithError(http.StatusInternalServerError, fmt.Errorf("load balances: %w", err))
return
}
d := BudgetingData{
c.MustGet("data").(AlwaysNeededData),
categories,
firstOfMonth,
firstOfNextMonth,
firstOfPreviousMonth,
// skip everything in the future
categoriesWithBalance, moneyUsed, err := h.calculateBalances(c, alwaysNeededData.Budget, firstOfNextMonth, firstOfMonth, categories, cumultativeBalances)
if err != nil {
return
}
d.Categories = categoriesWithBalance
data := c.MustGet("data").(AlwaysNeededData)
var availableBalance float64 = 0
for _, cat := range categories {
if cat.ID != data.Budget.IncomeCategoryID {
continue
}
availableBalance = moneyUsed
for _, bal := range cumultativeBalances {
if bal.CategoryID != cat.ID {
continue
}
if !bal.Date.Before(firstOfNextMonth) {
continue
}
availableBalance += bal.Transactions.GetFloat64()
}
}
d.AvailableBalance = availableBalance
c.HTML(http.StatusOK, "budgeting.html", d)
}
func (h *Handler) clearBudget(c *gin.Context) {
budgetID := c.Param("budgetid")
budgetUUID, err := uuid.Parse(budgetID)
if err != nil {
c.Redirect(http.StatusTemporaryRedirect, "/login")
return
func (h *Handler) calculateBalances(c *gin.Context, budget postgres.Budget, firstOfNextMonth time.Time, firstOfMonth time.Time, categories []postgres.GetCategoriesRow, cumultativeBalances []postgres.GetCumultativeBalancesRow) ([]CategoryWithBalance, float64, error) {
categoriesWithBalance := []CategoryWithBalance{}
hiddenCategory := CategoryWithBalance{
GetCategoriesRow: &postgres.GetCategoriesRow{
Name: "",
Group: "Hidden Categories",
},
}
rows, err := h.Service.DB.DeleteAllAssignments(c.Request.Context(), budgetUUID)
if err != nil {
c.AbortWithError(http.StatusInternalServerError, err)
return
var moneyUsed float64 = 0
for i := range categories {
cat := &categories[i]
categoryWithBalance := CategoryWithBalance{
GetCategoriesRow: cat,
}
for _, bal := range cumultativeBalances {
if bal.CategoryID != cat.ID {
continue
}
fmt.Printf("Deleted %d assignments\n", rows)
rows, err = h.Service.DB.DeleteAllTransactions(c.Request.Context(), budgetUUID)
if err != nil {
c.AbortWithError(http.StatusInternalServerError, err)
return
if !bal.Date.Before(firstOfNextMonth) {
continue
}
fmt.Printf("Deleted %d transactions\n", rows)
moneyUsed -= bal.Assignments.GetFloat64()
categoryWithBalance.Available += bal.Assignments.GetFloat64()
categoryWithBalance.Available += bal.Transactions.GetFloat64()
if categoryWithBalance.Available < 0 && bal.Date.Before(firstOfMonth) {
moneyUsed += categoryWithBalance.Available
categoryWithBalance.Available = 0
}
if bal.Date.Before(firstOfMonth) {
categoryWithBalance.AvailableLastMonth = categoryWithBalance.Available
} else if bal.Date.Before(firstOfNextMonth) {
categoryWithBalance.Activity = bal.Transactions.GetFloat64()
categoryWithBalance.Assigned = bal.Assignments.GetFloat64()
}
}
// do not show hidden categories
if cat.Group == "Hidden Categories" {
hiddenCategory.Available += categoryWithBalance.Available
hiddenCategory.AvailableLastMonth += categoryWithBalance.AvailableLastMonth
hiddenCategory.Activity += categoryWithBalance.Activity
hiddenCategory.Assigned += categoryWithBalance.Assigned
continue
}
if cat.ID == budget.IncomeCategoryID {
continue
}
categoriesWithBalance = append(categoriesWithBalance, categoryWithBalance)
}
categoriesWithBalance = append(categoriesWithBalance, hiddenCategory)
return categoriesWithBalance, moneyUsed, nil
}

View File

@ -10,7 +10,7 @@ import (
func (h *Handler) dashboard(c *gin.Context) {
userID := c.MustGet("token").(budgeteer.Token).GetID()
budgets, err := h.Service.BudgetsForUser(userID)
budgets, err := h.Service.GetBudgetsForUser(c.Request.Context(), userID)
if err != nil {
return
}

View File

@ -1,9 +1,9 @@
package http
import (
"fmt"
"io/fs"
"net/http"
"strings"
"time"
"git.javil.eu/jacob1123/budgeteer"
@ -12,12 +12,11 @@ import (
"git.javil.eu/jacob1123/budgeteer/web"
"github.com/gin-gonic/gin"
"github.com/google/uuid"
)
// Handler handles incoming requests
type Handler struct {
Service *postgres.Repository
Service *postgres.Database
TokenVerifier budgeteer.TokenVerifier
CredentialsVerifier *bcrypt.Verifier
}
@ -30,6 +29,7 @@ const (
// Serve starts the HTTP Server
func (h *Handler) Serve() {
router := gin.Default()
router.FuncMap["now"] = time.Now
templates, err := NewTemplates(router.FuncMap)
if err != nil {
@ -42,6 +42,7 @@ func (h *Handler) Serve() {
if err != nil {
panic("couldn't open static files")
}
router.Use(enableCachingForStaticFiles())
router.StaticFS("/static", http.FS(static))
router.GET("/", func(c *gin.Context) { c.HTML(http.StatusOK, "index.html", nil) })
@ -58,11 +59,14 @@ func (h *Handler) Serve() {
withBudget.Use(h.verifyLoginWithRedirect)
withBudget.Use(h.getImportantData)
withBudget.GET("/budget/:budgetid", h.budgeting)
withBudget.GET("/budget/:budgetid/clear", h.clearBudget)
withBudget.GET("/budget/:budgetid/:year/:month", h.budgeting)
withBudget.GET("/budget/:budgetid/all-accounts", h.budget)
withBudget.GET("/budget/:budgetid/all-accounts", h.allAccounts)
withBudget.GET("/budget/:budgetid/accounts", h.accounts)
withBudget.GET("/budget/:budgetid/account/:accountid", h.account)
withBudget.GET("/budget/:budgetid/settings", h.settings)
withBudget.GET("/budget/:budgetid/settings/clear", h.clearBudget)
withBudget.GET("/budget/:budgetid/settings/clean-negative", h.cleanNegativeBudget)
withBudget.GET("/budget/:budgetid/transaction/:transactionid", h.transaction)
api := router.Group("/api/v1")
@ -82,122 +86,16 @@ func (h *Handler) Serve() {
transaction := authenticated.Group("/transaction")
transaction.POST("/new", h.newTransaction)
transaction.POST("/:transactionid", h.newTransaction)
transaction.POST("/import/ynab", h.importYNAB)
router.Run(":1323")
}
func (h *Handler) importYNAB(c *gin.Context) {
budgetID, succ := c.GetPostForm("budget_id")
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 := NewYNABImport(h.Service.DB, 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
func enableCachingForStaticFiles() gin.HandlerFunc {
return func(c *gin.Context) {
if strings.HasPrefix(c.Request.RequestURI, "/static/") {
c.Header("Cache-Control", "max-age=86400")
}
}
func (h *Handler) newTransaction(c *gin.Context) {
transactionMemo, succ := c.GetPostForm("memo")
if !succ {
c.AbortWithStatus(http.StatusNotAcceptable)
return
}
transactionAccount, succ := c.GetPostForm("account_id")
if !succ {
c.AbortWithStatus(http.StatusNotAcceptable)
return
}
transactionAccountID, err := uuid.Parse(transactionAccount)
if !succ {
c.AbortWithStatus(http.StatusNotAcceptable)
return
}
transactionDate, succ := c.GetPostForm("date")
if !succ {
c.AbortWithStatus(http.StatusNotAcceptable)
return
}
transactionDateValue, err := time.Parse("2006-01-02", transactionDate)
if err != nil {
c.AbortWithStatus(http.StatusNotAcceptable)
return
}
new := postgres.CreateTransactionParams{
Memo: transactionMemo,
Date: transactionDateValue,
Amount: postgres.Numeric{},
AccountID: transactionAccountID,
}
_, err = h.Service.DB.CreateTransaction(c.Request.Context(), new)
if err != nil {
c.AbortWithError(http.StatusInternalServerError, err)
return
}
}
func (h *Handler) newBudget(c *gin.Context) {
budgetName, succ := c.GetPostForm("name")
if !succ {
c.AbortWithStatus(http.StatusNotAcceptable)
return
}
userID := c.MustGet("token").(budgeteer.Token).GetID()
_, err := h.Service.NewBudget(budgetName, userID)
if err != nil {
c.AbortWithError(http.StatusInternalServerError, err)
return
}
}

View File

@ -68,7 +68,7 @@ func (h *Handler) loginPost(c *gin.Context) {
username, _ := c.GetPostForm("username")
password, _ := c.GetPostForm("password")
user, err := h.Service.DB.GetUserByUsername(context.Background(), username)
user, err := h.Service.GetUserByUsername(c.Request.Context(), username)
if err != nil {
c.AbortWithError(http.StatusUnauthorized, err)
return
@ -84,7 +84,8 @@ func (h *Handler) loginPost(c *gin.Context) {
c.AbortWithError(http.StatusUnauthorized, err)
}
_, _ = h.Service.DB.UpdateLastLogin(context.Background(), user.ID)
go h.Service.UpdateLastLogin(context.Background(), user.ID)
maxAge := (int)((expiration * time.Hour).Seconds())
c.SetCookie(authCookie, t, maxAge, "", "", false, true)
c.JSON(http.StatusOK, map[string]string{
@ -97,7 +98,7 @@ func (h *Handler) registerPost(c *gin.Context) {
password, _ := c.GetPostForm("password")
name, _ := c.GetPostForm("name")
_, err := h.Service.DB.GetUserByUsername(context.Background(), email)
_, err := h.Service.GetUserByUsername(c.Request.Context(), email)
if err == nil {
c.AbortWithStatus(http.StatusUnauthorized)
return
@ -114,7 +115,7 @@ func (h *Handler) registerPost(c *gin.Context) {
Password: hash,
Email: email,
}
_, err = h.Service.DB.CreateUser(context.Background(), createUser)
_, err = h.Service.CreateUser(c.Request.Context(), createUser)
if err != nil {
c.AbortWithError(http.StatusInternalServerError, err)
}

View File

@ -16,7 +16,7 @@ type Templates struct {
func NewTemplates(funcMap template.FuncMap) (*Templates, error) {
templates, err := fs.Glob(web.Templates, "*.tpl")
if err != nil {
return nil, err
return nil, fmt.Errorf("glob: %w", err)
}
result := &Templates{

62
http/transaction-edit.go Normal file
View File

@ -0,0 +1,62 @@
package http
import (
"net/http"
"git.javil.eu/jacob1123/budgeteer/postgres"
"github.com/gin-gonic/gin"
"github.com/google/uuid"
)
type TransactionData struct {
AlwaysNeededData
Transaction *postgres.Transaction
Account *postgres.Account
Categories []postgres.GetCategoriesRow
Payees []postgres.Payee
}
func (h *Handler) transaction(c *gin.Context) {
data := c.MustGet("data").(AlwaysNeededData)
transactionID := c.Param("transactionid")
transactionUUID, err := uuid.Parse(transactionID)
if err != nil {
c.Redirect(http.StatusTemporaryRedirect, "/login")
return
}
transaction, err := h.Service.GetTransaction(c.Request.Context(), transactionUUID)
if err != nil {
c.AbortWithError(http.StatusNotFound, err)
return
}
account, err := h.Service.GetAccount(c.Request.Context(), transaction.AccountID)
if err != nil {
c.AbortWithError(http.StatusNotFound, err)
return
}
categories, err := h.Service.GetCategories(c.Request.Context(), data.Budget.ID)
if err != nil {
c.AbortWithError(http.StatusNotFound, err)
return
}
payees, err := h.Service.GetPayees(c.Request.Context(), data.Budget.ID)
if err != nil {
c.AbortWithError(http.StatusNotFound, err)
return
}
d := TransactionData{
data,
&transaction,
&account,
categories,
payees,
}
c.HTML(http.StatusOK, "transaction.html", d)
}

98
http/transaction.go Normal file
View File

@ -0,0 +1,98 @@
package http
import (
"fmt"
"net/http"
"time"
"git.javil.eu/jacob1123/budgeteer/postgres"
"github.com/gin-gonic/gin"
)
func (h *Handler) newTransaction(c *gin.Context) {
transactionMemo, _ := c.GetPostForm("memo")
transactionAccountID, err := getUUID(c, "account_id")
if err != nil {
c.AbortWithError(http.StatusNotAcceptable, fmt.Errorf("account_id: %w", err))
return
}
transactionCategoryID, err := getNullUUIDFromForm(c, "category_id")
if err != nil {
c.AbortWithError(http.StatusNotAcceptable, fmt.Errorf("category_id: %w", err))
return
}
transactionPayeeID, err := getNullUUIDFromForm(c, "payee_id")
if err != nil {
c.AbortWithError(http.StatusNotAcceptable, fmt.Errorf("payee_id: %w", err))
return
}
transactionDate, succ := c.GetPostForm("date")
if !succ {
c.AbortWithError(http.StatusNotAcceptable, fmt.Errorf("date missing"))
return
}
transactionDateValue, err := time.Parse("2006-01-02", transactionDate)
if err != nil {
c.AbortWithError(http.StatusNotAcceptable, fmt.Errorf("date is not a valid date"))
return
}
transactionAmount, succ := c.GetPostForm("amount")
if !succ {
c.AbortWithError(http.StatusNotAcceptable, fmt.Errorf("amount missing"))
return
}
amount := postgres.Numeric{}
amount.Set(transactionAmount)
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: transactionMemo,
Date: transactionDateValue,
Amount: amount,
AccountID: transactionAccountID,
PayeeID: transactionPayeeID,
CategoryID: transactionCategoryID,
}
_, 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: transactionMemo,
Date: transactionDateValue,
Amount: amount,
AccountID: transactionAccountID,
PayeeID: transactionPayeeID,
CategoryID: transactionCategoryID,
}
err = h.Service.UpdateTransaction(c.Request.Context(), update)
if err != nil {
c.AbortWithError(http.StatusInternalServerError, fmt.Errorf("update transaction: %w", err))
}
}

56
http/util.go Normal file
View File

@ -0,0 +1,56 @@
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

@ -1,299 +1,66 @@
package http
import (
"context"
"encoding/csv"
"fmt"
"io"
"strings"
"time"
"unicode/utf8"
"net/http"
"git.javil.eu/jacob1123/budgeteer/postgres"
"github.com/gin-gonic/gin"
"github.com/google/uuid"
)
type YNABImport struct {
Context context.Context
accounts []postgres.Account
payees []postgres.Payee
categories []postgres.GetCategoriesRow
categoryGroups []postgres.CategoryGroup
queries *postgres.Queries
budgetID uuid.UUID
func (h *Handler) importYNAB(c *gin.Context) {
budgetID, succ := c.GetPostForm("budget_id")
if !succ {
c.AbortWithError(http.StatusBadRequest, fmt.Errorf("no budget_id specified"))
return
}
func NewYNABImport(q *postgres.Queries, budgetID uuid.UUID) (*YNABImport, error) {
accounts, err := q.GetAccounts(context.Background(), budgetID)
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 {
return nil, err
c.AbortWithError(http.StatusInternalServerError, err)
return
}
payees, err := q.GetPayees(context.Background(), budgetID)
transactionsFile, err := c.FormFile("transactions")
if err != nil {
return nil, err
c.AbortWithError(http.StatusInternalServerError, err)
return
}
categories, err := q.GetCategories(context.Background(), budgetID)
transactions, err := transactionsFile.Open()
if err != nil {
return nil, err
c.AbortWithError(http.StatusInternalServerError, err)
return
}
categoryGroups, err := q.GetCategoryGroups(context.Background(), budgetID)
err = ynab.ImportTransactions(transactions)
if err != nil {
return nil, err
c.AbortWithError(http.StatusInternalServerError, err)
return
}
return &YNABImport{
Context: context.Background(),
accounts: accounts,
payees: payees,
categories: categories,
categoryGroups: categoryGroups,
queries: q,
budgetID: budgetID,
}, nil
}
func (ynab *YNABImport) ImportAssignments(r io.Reader) error {
csv := csv.NewReader(r)
csv.Comma = '\t'
csv.LazyQuotes = true
csvData, err := csv.ReadAll()
assignmentsFile, err := c.FormFile("assignments")
if err != nil {
return fmt.Errorf("could not read from tsv: %w", err)
c.AbortWithError(http.StatusInternalServerError, err)
return
}
count := 0
for _, record := range csvData[1:] {
//"Month" "Category Group/Category" "Category Group" "Category" "Budgeted" "Activity" "Available"
//"Apr 2019" "Income: Next Month" "Income" "Next Month" 0,00€ 0,00€ 0,00€
dateString := record[0]
date, err := time.Parse("Jan 2006", dateString)
assignments, err := assignmentsFile.Open()
if err != nil {
return fmt.Errorf("could not parse date %s: %w", dateString, err)
c.AbortWithError(http.StatusInternalServerError, err)
return
}
categoryGroup, categoryName := record[2], record[3] //also in 1 joined by :
category, err := ynab.GetCategory(categoryGroup, categoryName)
err = ynab.ImportAssignments(assignments)
if err != nil {
return fmt.Errorf("could not 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)
}
if amount.Int.Int64() == 0 {
continue
}
assignment := postgres.CreateAssignmentParams{
Date: date,
CategoryID: category.UUID,
Amount: amount,
}
_, err = ynab.queries.CreateAssignment(ynab.Context, assignment)
if err != nil {
return fmt.Errorf("could not save assignment %v: %w", assignment, err)
}
count++
}
fmt.Printf("Imported %d assignments\n", count)
return nil
}
func (ynab *YNABImport) ImportTransactions(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)
}
count := 0
for _, record := range csvData[1:] {
accountName := record[0]
account, err := ynab.GetAccount(accountName)
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)
}
payeeName := record[3]
payeeID, err := ynab.GetPayee(payeeName)
if err != nil {
return fmt.Errorf("could not get payee %s: %w", payeeName, 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)
}
//cleared := record[10]
transaction := postgres.CreateTransactionParams{
Date: date,
Memo: memo,
AccountID: account.ID,
PayeeID: payeeID,
CategoryID: category,
Amount: amount,
}
_, err = ynab.queries.CreateTransaction(ynab.Context, transaction)
if err != nil {
return fmt.Errorf("could not save transaction %v: %w", transaction, err)
}
count++
}
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]
}
func GetAmount(inflow string, outflow string) (postgres.Numeric, error) {
// Remove trailing currency
inflow = strings.Replace(trimLastChar(inflow), ",", ".", 1)
outflow = strings.Replace(trimLastChar(outflow), ",", ".", 1)
num := postgres.Numeric{}
err := num.Set(inflow)
if err != nil {
return num, fmt.Errorf("Could not parse inflow %s: %w", inflow, err)
}
// if inflow is zero, use outflow
if num.Int.Int64() != 0 {
return num, nil
}
err = num.Set("-" + outflow)
if err != nil {
return num, fmt.Errorf("Could not parse outflow %s: %w", inflow, err)
}
return num, nil
}
func (ynab *YNABImport) GetAccount(name string) (*postgres.Account, error) {
for _, acc := range ynab.accounts {
if acc.Name == name {
return &acc, nil
c.AbortWithError(http.StatusInternalServerError, err)
return
}
}
account, err := ynab.queries.CreateAccount(ynab.Context, postgres.CreateAccountParams{Name: name, BudgetID: ynab.budgetID})
if err != nil {
return nil, err
}
ynab.accounts = append(ynab.accounts, account)
return &account, nil
}
func (ynab *YNABImport) GetPayee(name string) (uuid.NullUUID, error) {
if name == "" {
return uuid.NullUUID{}, nil
}
for _, pay := range ynab.payees {
if pay.Name == name {
return uuid.NullUUID{UUID: pay.ID, Valid: true}, nil
}
}
payee, err := ynab.queries.CreatePayee(ynab.Context, postgres.CreatePayeeParams{Name: name, BudgetID: ynab.budgetID})
if err != nil {
return uuid.NullUUID{}, err
}
ynab.payees = append(ynab.payees, payee)
return uuid.NullUUID{UUID: payee.ID, Valid: true}, nil
}
func (ynab *YNABImport) GetCategory(group string, name string) (uuid.NullUUID, error) {
if group == "" || name == "" {
return uuid.NullUUID{}, nil
}
for _, category := range ynab.categories {
if category.Name == name && category.Group == group {
return uuid.NullUUID{UUID: category.ID, Valid: true}, nil
}
}
for _, categoryGroup := range ynab.categoryGroups {
if categoryGroup.Name == group {
createCategory := postgres.CreateCategoryParams{Name: name, CategoryGroupID: categoryGroup.ID}
category, err := ynab.queries.CreateCategory(ynab.Context, createCategory)
if err != nil {
return uuid.NullUUID{}, err
}
getCategory := postgres.GetCategoriesRow{
ID: category.ID,
CategoryGroupID: category.CategoryGroupID,
Name: category.Name,
Group: categoryGroup.Name,
}
ynab.categories = append(ynab.categories, getCategory)
return uuid.NullUUID{UUID: category.ID, Valid: true}, nil
}
}
categoryGroup, err := ynab.queries.CreateCategoryGroup(ynab.Context, postgres.CreateCategoryGroupParams{Name: group, BudgetID: ynab.budgetID})
if err != nil {
return uuid.NullUUID{}, err
}
ynab.categoryGroups = append(ynab.categoryGroups, categoryGroup)
category, err := ynab.queries.CreateCategory(ynab.Context, postgres.CreateCategoryParams{Name: name, CategoryGroupID: categoryGroup.ID})
if err != nil {
return uuid.NullUUID{}, err
}
getCategory := postgres.GetCategoriesRow{
ID: category.ID,
CategoryGroupID: category.CategoryGroupID,
Name: category.Name,
Group: categoryGroup.Name,
}
ynab.categories = append(ynab.categories, getCategory)
return uuid.NullUUID{UUID: category.ID, Valid: true}, nil
}

View File

@ -13,7 +13,7 @@ const createAccount = `-- name: CreateAccount :one
INSERT INTO accounts
(name, budget_id)
VALUES ($1, $2)
RETURNING id, budget_id, name
RETURNING id, budget_id, name, on_budget
`
type CreateAccountParams struct {
@ -24,24 +24,34 @@ type CreateAccountParams struct {
func (q *Queries) CreateAccount(ctx context.Context, arg CreateAccountParams) (Account, error) {
row := q.db.QueryRowContext(ctx, createAccount, arg.Name, arg.BudgetID)
var i Account
err := row.Scan(&i.ID, &i.BudgetID, &i.Name)
err := row.Scan(
&i.ID,
&i.BudgetID,
&i.Name,
&i.OnBudget,
)
return i, err
}
const getAccount = `-- name: GetAccount :one
SELECT accounts.id, accounts.budget_id, accounts.name FROM accounts
SELECT accounts.id, accounts.budget_id, accounts.name, accounts.on_budget FROM accounts
WHERE accounts.id = $1
`
func (q *Queries) GetAccount(ctx context.Context, id uuid.UUID) (Account, error) {
row := q.db.QueryRowContext(ctx, getAccount, id)
var i Account
err := row.Scan(&i.ID, &i.BudgetID, &i.Name)
err := row.Scan(
&i.ID,
&i.BudgetID,
&i.Name,
&i.OnBudget,
)
return i, err
}
const getAccounts = `-- name: GetAccounts :many
SELECT accounts.id, accounts.budget_id, accounts.name FROM accounts
SELECT accounts.id, accounts.budget_id, accounts.name, accounts.on_budget FROM accounts
WHERE accounts.budget_id = $1
ORDER BY accounts.name
`
@ -55,7 +65,12 @@ func (q *Queries) GetAccounts(ctx context.Context, budgetID uuid.UUID) ([]Accoun
var items []Account
for rows.Next() {
var i Account
if err := rows.Scan(&i.ID, &i.BudgetID, &i.Name); err != nil {
if err := rows.Scan(
&i.ID,
&i.BudgetID,
&i.Name,
&i.OnBudget,
); err != nil {
return nil, err
}
items = append(items, i)
@ -70,7 +85,7 @@ func (q *Queries) GetAccounts(ctx context.Context, budgetID uuid.UUID) ([]Accoun
}
const getAccountsWithBalance = `-- name: GetAccountsWithBalance :many
SELECT accounts.id, accounts.name, SUM(transactions.amount)::decimal(12,2) as balance
SELECT accounts.id, accounts.name, accounts.on_budget, SUM(transactions.amount)::decimal(12,2) as balance
FROM accounts
LEFT JOIN transactions ON transactions.account_id = accounts.id
WHERE accounts.budget_id = $1
@ -82,6 +97,7 @@ ORDER BY accounts.name
type GetAccountsWithBalanceRow struct {
ID uuid.UUID
Name string
OnBudget bool
Balance Numeric
}
@ -94,7 +110,12 @@ func (q *Queries) GetAccountsWithBalance(ctx context.Context, budgetID uuid.UUID
var items []GetAccountsWithBalanceRow
for rows.Next() {
var i GetAccountsWithBalanceRow
if err := rows.Scan(&i.ID, &i.Name, &i.Balance); err != nil {
if err := rows.Scan(
&i.ID,
&i.Name,
&i.OnBudget,
&i.Balance,
); err != nil {
return nil, err
}
items = append(items, i)

View File

@ -52,3 +52,37 @@ func (q *Queries) DeleteAllAssignments(ctx context.Context, budgetID uuid.UUID)
}
return result.RowsAffected()
}
const getAssignmentsByMonthAndCategory = `-- name: GetAssignmentsByMonthAndCategory :many
SELECT date, category_id, budget_id, amount
FROM assignments_by_month
WHERE assignments_by_month.budget_id = $1
`
func (q *Queries) GetAssignmentsByMonthAndCategory(ctx context.Context, budgetID uuid.UUID) ([]AssignmentsByMonth, error) {
rows, err := q.db.QueryContext(ctx, getAssignmentsByMonthAndCategory, budgetID)
if err != nil {
return nil, err
}
defer rows.Close()
var items []AssignmentsByMonth
for rows.Next() {
var i AssignmentsByMonth
if err := rows.Scan(
&i.Date,
&i.CategoryID,
&i.BudgetID,
&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
}

View File

@ -5,38 +5,54 @@ package postgres
import (
"context"
"time"
"github.com/google/uuid"
)
const createBudget = `-- name: CreateBudget :one
INSERT INTO budgets
(name, last_modification)
VALUES ($1, NOW())
RETURNING id, name, last_modification
(name, income_category_id, last_modification)
VALUES ($1, $2, NOW())
RETURNING id, name, last_modification, income_category_id
`
func (q *Queries) CreateBudget(ctx context.Context, name string) (Budget, error) {
row := q.db.QueryRowContext(ctx, createBudget, name)
type CreateBudgetParams struct {
Name string
IncomeCategoryID uuid.UUID
}
func (q *Queries) CreateBudget(ctx context.Context, arg CreateBudgetParams) (Budget, error) {
row := q.db.QueryRowContext(ctx, createBudget, arg.Name, arg.IncomeCategoryID)
var i Budget
err := row.Scan(&i.ID, &i.Name, &i.LastModification)
err := row.Scan(
&i.ID,
&i.Name,
&i.LastModification,
&i.IncomeCategoryID,
)
return i, err
}
const getBudget = `-- name: GetBudget :one
SELECT id, name, last_modification FROM budgets
SELECT id, name, last_modification, income_category_id FROM budgets
WHERE id = $1
`
func (q *Queries) GetBudget(ctx context.Context, id uuid.UUID) (Budget, error) {
row := q.db.QueryRowContext(ctx, getBudget, id)
var i Budget
err := row.Scan(&i.ID, &i.Name, &i.LastModification)
err := row.Scan(
&i.ID,
&i.Name,
&i.LastModification,
&i.IncomeCategoryID,
)
return i, err
}
const getBudgetsForUser = `-- name: GetBudgetsForUser :many
SELECT budgets.id, budgets.name, budgets.last_modification FROM budgets
SELECT budgets.id, budgets.name, budgets.last_modification, budgets.income_category_id FROM budgets
LEFT JOIN user_budgets ON budgets.id = user_budgets.budget_id
WHERE user_budgets.user_id = $1
`
@ -50,7 +66,12 @@ func (q *Queries) GetBudgetsForUser(ctx context.Context, userID uuid.UUID) ([]Bu
var items []Budget
for rows.Next() {
var i Budget
if err := rows.Scan(&i.ID, &i.Name, &i.LastModification); err != nil {
if err := rows.Scan(
&i.ID,
&i.Name,
&i.LastModification,
&i.IncomeCategoryID,
); err != nil {
return nil, err
}
items = append(items, i)
@ -63,3 +84,42 @@ func (q *Queries) GetBudgetsForUser(ctx context.Context, userID uuid.UUID) ([]Bu
}
return items, nil
}
const getFirstActivity = `-- name: GetFirstActivity :one
SELECT MIN(dates.min_date)::date as min_date
FROM (
SELECT MIN(assignments.date) as min_date
FROM assignments
INNER JOIN categories ON categories.id = assignments.category_id
INNER JOIN category_groups ON category_groups.id = categories.category_group_id
WHERE category_groups.budget_id = $1
UNION
SELECT MIN(transactions.date) as min_date
FROM transactions
INNER JOIN accounts ON accounts.id = transactions.account_id
WHERE accounts.budget_id = $1
) dates
`
func (q *Queries) GetFirstActivity(ctx context.Context, budgetID uuid.UUID) (time.Time, error) {
row := q.db.QueryRowContext(ctx, getFirstActivity, budgetID)
var min_date time.Time
err := row.Scan(&min_date)
return min_date, err
}
const setInflowCategory = `-- name: SetInflowCategory :exec
UPDATE budgets
SET income_category_id = $1
WHERE budgets.id = $2
`
type SetInflowCategoryParams struct {
IncomeCategoryID uuid.UUID
ID uuid.UUID
}
func (q *Queries) SetInflowCategory(ctx context.Context, arg SetInflowCategoryParams) error {
_, err := q.db.ExecContext(ctx, setInflowCategory, arg.IncomeCategoryID, arg.ID)
return err
}

View File

@ -2,39 +2,55 @@ package postgres
import (
"context"
"database/sql"
"fmt"
"github.com/google/uuid"
)
// Budget returns a budget for a given id.
func (s *Repository) Budget(id uuid.UUID) (*Budget, error) {
budget, err := s.DB.GetBudget(context.Background(), id)
// 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{
Name: name,
IncomeCategoryID: uuid.New(),
})
if err != nil {
return nil, err
}
return &budget, nil
}
func (s *Repository) BudgetsForUser(id uuid.UUID) ([]Budget, error) {
budgets, err := s.DB.GetBudgetsForUser(context.Background(), id)
if err != nil {
return nil, err
}
return budgets, nil
}
func (s *Repository) NewBudget(name string, userID uuid.UUID) (*Budget, error) {
budget, err := s.DB.CreateBudget(context.Background(), name)
if err != nil {
return nil, err
return nil, fmt.Errorf("create budget: %w", err)
}
ub := LinkBudgetToUserParams{UserID: userID, BudgetID: budget.ID}
_, err = s.DB.LinkBudgetToUser(context.Background(), ub)
_, err = q.LinkBudgetToUser(context, ub)
if err != nil {
return nil, err
return nil, fmt.Errorf("link budget to user: %w", err)
}
group, err := q.CreateCategoryGroup(context, CreateCategoryGroupParams{
Name: "Inflow",
BudgetID: budget.ID,
})
if err != nil {
return nil, fmt.Errorf("create inflow category_group: %w", err)
}
cat, err := q.CreateCategory(context, CreateCategoryParams{
Name: "Ready to Assign",
CategoryGroupID: group.ID,
})
if err != nil {
return nil, fmt.Errorf("create ready to assign category: %w", err)
}
err = q.SetInflowCategory(context, SetInflowCategoryParams{
IncomeCategoryID: cat.ID,
ID: budget.ID,
})
if err != nil {
return nil, fmt.Errorf("set inflow category: %w", err)
}
tx.Commit()
return &budget, nil
}

View File

@ -5,7 +5,6 @@ package postgres
import (
"context"
"time"
"github.com/google/uuid"
)
@ -52,6 +51,7 @@ const getCategories = `-- name: GetCategories :many
SELECT categories.id, categories.category_group_id, categories.name, category_groups.name as group FROM categories
INNER JOIN category_groups ON categories.category_group_id = category_groups.id
WHERE category_groups.budget_id = $1
ORDER BY category_groups.name, categories.name
`
type GetCategoriesRow struct {
@ -89,81 +89,6 @@ func (q *Queries) GetCategories(ctx context.Context, budgetID uuid.UUID) ([]GetC
return items, nil
}
const getCategoriesWithBalance = `-- name: GetCategoriesWithBalance :many
SELECT categories.id, categories.name, category_groups.name as group,
(COALESCE(
(
SELECT SUM(a_hist.amount)
FROM assignments a_hist
WHERE categories.id = a_hist.category_id
AND a_hist.date < $1
)
, 0)+COALESCE(
(
SELECT SUM(t_hist.amount)
FROM transactions t_hist
WHERE categories.id = t_hist.category_id
AND t_hist.date < $1
)
, 0))::decimal(12,2) as balance,
COALESCE(
(
SELECT SUM(t_this.amount)
FROM transactions t_this
WHERE categories.id = t_this.category_id
AND t_this.date BETWEEN $1 AND $2
)
, 0)::decimal(12,2) as activity
FROM categories
INNER JOIN category_groups ON categories.category_group_id = category_groups.id
WHERE category_groups.budget_id = $3
GROUP BY categories.id, categories.name, category_groups.name
ORDER BY category_groups.name, categories.name
`
type GetCategoriesWithBalanceParams struct {
FromDate time.Time
ToDate time.Time
BudgetID uuid.UUID
}
type GetCategoriesWithBalanceRow struct {
ID uuid.UUID
Name string
Group string
Balance Numeric
Activity Numeric
}
func (q *Queries) GetCategoriesWithBalance(ctx context.Context, arg GetCategoriesWithBalanceParams) ([]GetCategoriesWithBalanceRow, error) {
rows, err := q.db.QueryContext(ctx, getCategoriesWithBalance, arg.FromDate, arg.ToDate, arg.BudgetID)
if err != nil {
return nil, err
}
defer rows.Close()
var items []GetCategoriesWithBalanceRow
for rows.Next() {
var i GetCategoriesWithBalanceRow
if err := rows.Scan(
&i.ID,
&i.Name,
&i.Group,
&i.Balance,
&i.Activity,
); err != nil {
return nil, err
}
items = append(items, i)
}
if err := rows.Close(); err != nil {
return nil, err
}
if err := rows.Err(); err != nil {
return nil, err
}
return items, nil
}
const getCategoryGroups = `-- name: GetCategoryGroups :many
SELECT category_groups.id, category_groups.budget_id, category_groups.name FROM category_groups
WHERE category_groups.budget_id = $1

View File

@ -12,18 +12,26 @@ import (
//go:embed schema/*.sql
var migrations embed.FS
type Database struct {
*Queries
*sql.DB
}
// Connect to a database
func Connect(server string, user string, password string, database string) (*Queries, *sql.DB, error) {
func Connect(server string, user string, password string, database string) (*Database, error) {
connString := fmt.Sprintf("postgres://%s:%s@%s/%s", user, password, server, database)
conn, err := sql.Open("pgx", connString)
if err != nil {
return nil, nil, err
return nil, fmt.Errorf("open connection: %w", err)
}
goose.SetBaseFS(migrations)
if err = goose.Up(conn, "schema"); err != nil {
return nil, nil, err
return nil, fmt.Errorf("migrate: %w", err)
}
return New(conn), conn, nil
return &Database{
New(conn),
conn,
}, nil
}

View File

@ -0,0 +1,60 @@
// Code generated by sqlc. DO NOT EDIT.
// source: cumultative-balances.sql
package postgres
import (
"context"
"time"
"github.com/google/uuid"
)
const getCumultativeBalances = `-- name: GetCumultativeBalances :many
SELECT COALESCE(ass.date, tra.date), COALESCE(ass.category_id, tra.category_id),
COALESCE(ass.amount, 0)::decimal(12,2) as assignments, SUM(ass.amount) OVER (PARTITION BY ass.category_id ORDER BY ass.date)::decimal(12,2) as assignments_cum,
COALESCE(tra.amount, 0)::decimal(12,2) as transactions, SUM(tra.amount) OVER (PARTITION BY tra.category_id ORDER BY tra.date)::decimal(12,2) as transactions_cum
FROM assignments_by_month as ass
FULL OUTER JOIN transactions_by_month as tra ON ass.date = tra.date AND ass.category_id = tra.category_id
WHERE (ass.budget_id IS NULL OR ass.budget_id = $1) AND (tra.budget_id IS NULL OR tra.budget_id = $1)
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
}
func (q *Queries) GetCumultativeBalances(ctx context.Context, budgetID uuid.UUID) ([]GetCumultativeBalancesRow, error) {
rows, err := q.db.QueryContext(ctx, getCumultativeBalances, budgetID)
if err != nil {
return nil, err
}
defer rows.Close()
var items []GetCumultativeBalancesRow
for rows.Next() {
var i GetCumultativeBalancesRow
if err := rows.Scan(
&i.Date,
&i.CategoryID,
&i.Assignments,
&i.AssignmentsCum,
&i.Transactions,
&i.TransactionsCum,
); 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
}

View File

@ -13,6 +13,7 @@ type Account struct {
ID uuid.UUID
BudgetID uuid.UUID
Name string
OnBudget bool
}
type Assignment struct {
@ -23,10 +24,18 @@ type Assignment struct {
Amount Numeric
}
type AssignmentsByMonth struct {
Date time.Time
CategoryID uuid.UUID
BudgetID uuid.UUID
Amount int64
}
type Budget struct {
ID uuid.UUID
Name string
LastModification sql.NullTime
IncomeCategoryID uuid.UUID
}
type Category struct {
@ -55,6 +64,14 @@ type Transaction struct {
AccountID uuid.UUID
CategoryID uuid.NullUUID
PayeeID uuid.NullUUID
GroupID uuid.NullUUID
}
type TransactionsByMonth struct {
Date time.Time
CategoryID uuid.NullUUID
BudgetID uuid.UUID
Amount int64
}
type User struct {

View File

@ -7,6 +7,9 @@ type Numeric struct {
}
func (n Numeric) GetFloat64() float64 {
if n.Status != pgtype.Present {
return 0
}
var balance float64
err := n.AssignTo(&balance)
if err != nil {
@ -15,7 +18,18 @@ func (n Numeric) GetFloat64() float64 {
return balance
}
func (n Numeric) GetPositive() bool {
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
}

View File

@ -31,6 +31,7 @@ func (q *Queries) CreatePayee(ctx context.Context, arg CreatePayeeParams) (Payee
const getPayees = `-- name: GetPayees :many
SELECT payees.id, payees.budget_id, payees.name FROM payees
WHERE payees.budget_id = $1
ORDER BY name
`
func (q *Queries) GetPayees(ctx context.Context, budgetID uuid.UUID) ([]Payee, error) {

View File

@ -14,7 +14,7 @@ WHERE accounts.budget_id = $1
ORDER BY accounts.name;
-- name: GetAccountsWithBalance :many
SELECT accounts.id, accounts.name, SUM(transactions.amount)::decimal(12,2) as balance
SELECT accounts.id, accounts.name, accounts.on_budget, SUM(transactions.amount)::decimal(12,2) as balance
FROM accounts
LEFT JOIN transactions ON transactions.account_id = accounts.id
WHERE accounts.budget_id = $1

View File

@ -11,3 +11,8 @@ DELETE FROM assignments
USING categories
INNER JOIN category_groups ON categories.category_group_id = category_groups.id
WHERE categories.id = assignments.category_id AND category_groups.budget_id = @budget_id;
-- name: GetAssignmentsByMonthAndCategory :many
SELECT *
FROM assignments_by_month
WHERE assignments_by_month.budget_id = @budget_id;

View File

@ -1,9 +1,14 @@
-- name: CreateBudget :one
INSERT INTO budgets
(name, last_modification)
VALUES ($1, NOW())
(name, income_category_id, last_modification)
VALUES ($1, $2, NOW())
RETURNING *;
-- name: SetInflowCategory :exec
UPDATE budgets
SET income_category_id = $1
WHERE budgets.id = $2;
-- name: GetBudgetsForUser :many
SELECT budgets.* FROM budgets
LEFT JOIN user_budgets ON budgets.id = user_budgets.budget_id
@ -12,3 +17,18 @@ WHERE user_budgets.user_id = $1;
-- name: GetBudget :one
SELECT * FROM budgets
WHERE id = $1;
-- name: GetFirstActivity :one
SELECT MIN(dates.min_date)::date as min_date
FROM (
SELECT MIN(assignments.date) as min_date
FROM assignments
INNER JOIN categories ON categories.id = assignments.category_id
INNER JOIN category_groups ON category_groups.id = categories.category_group_id
WHERE category_groups.budget_id = @budget_id
UNION
SELECT MIN(transactions.date) as min_date
FROM transactions
INNER JOIN accounts ON accounts.id = transactions.account_id
WHERE accounts.budget_id = @budget_id
) dates;

View File

@ -17,35 +17,5 @@ RETURNING *;
-- name: GetCategories :many
SELECT categories.*, category_groups.name as group FROM categories
INNER JOIN category_groups ON categories.category_group_id = category_groups.id
WHERE category_groups.budget_id = $1;
-- name: GetCategoriesWithBalance :many
SELECT categories.id, categories.name, category_groups.name as group,
(COALESCE(
(
SELECT SUM(a_hist.amount)
FROM assignments a_hist
WHERE categories.id = a_hist.category_id
AND a_hist.date < @from_date
)
, 0)+COALESCE(
(
SELECT SUM(t_hist.amount)
FROM transactions t_hist
WHERE categories.id = t_hist.category_id
AND t_hist.date < @from_date
)
, 0))::decimal(12,2) as balance,
COALESCE(
(
SELECT SUM(t_this.amount)
FROM transactions t_this
WHERE categories.id = t_this.category_id
AND t_this.date BETWEEN @from_date AND @to_date
)
, 0)::decimal(12,2) as activity
FROM categories
INNER JOIN category_groups ON categories.category_group_id = category_groups.id
WHERE category_groups.budget_id = @budget_id
GROUP BY categories.id, categories.name, category_groups.name
WHERE category_groups.budget_id = $1
ORDER BY category_groups.name, categories.name;

View File

@ -0,0 +1,8 @@
-- name: GetCumultativeBalances :many
SELECT COALESCE(ass.date, tra.date), COALESCE(ass.category_id, tra.category_id),
COALESCE(ass.amount, 0)::decimal(12,2) as assignments, SUM(ass.amount) OVER (PARTITION BY ass.category_id ORDER BY ass.date)::decimal(12,2) as assignments_cum,
COALESCE(tra.amount, 0)::decimal(12,2) as transactions, SUM(tra.amount) OVER (PARTITION BY tra.category_id ORDER BY tra.date)::decimal(12,2) as transactions_cum
FROM assignments_by_month as ass
FULL OUTER JOIN transactions_by_month as tra ON ass.date = tra.date AND ass.category_id = tra.category_id
WHERE (ass.budget_id IS NULL OR ass.budget_id = @budget_id) AND (tra.budget_id IS NULL OR tra.budget_id = @budget_id)
ORDER BY COALESCE(ass.date, tra.date), COALESCE(ass.category_id, tra.category_id);

View File

@ -6,4 +6,5 @@ RETURNING *;
-- name: GetPayees :many
SELECT payees.* FROM payees
WHERE payees.budget_id = $1;
WHERE payees.budget_id = $1
ORDER BY name;

View File

@ -1,11 +1,29 @@
-- name: GetTransaction :one
SELECT * FROM transactions
WHERE id = $1;
-- name: CreateTransaction :one
INSERT INTO transactions
(date, memo, amount, account_id, payee_id, category_id)
VALUES ($1, $2, $3, $4, $5, $6)
(date, memo, amount, account_id, payee_id, category_id, group_id)
VALUES ($1, $2, $3, $4, $5, $6, $7)
RETURNING *;
-- name: UpdateTransaction :exec
UPDATE transactions
SET date = $1,
memo = $2,
amount = $3,
account_id = $4,
payee_id = $5,
category_id = $6
WHERE id = $7;
-- name: DeleteTransaction :exec
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
@ -17,7 +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
@ -33,3 +51,8 @@ DELETE FROM transactions
USING accounts
WHERE accounts.budget_id = @budget_id
AND accounts.id = transactions.account_id;
-- name: GetTransactionsByMonthAndCategory :many
SELECT *
FROM transactions_by_month
WHERE transactions_by_month.budget_id = @budget_id;

View File

@ -1,17 +0,0 @@
package postgres
import "database/sql"
// Repository represents a PostgreSQL implementation of all ModelServices
type Repository struct {
DB *Queries
LegacyDB *sql.DB
}
func NewRepository(queries *Queries, db *sql.DB) (*Repository, error) {
repo := &Repository{
DB: queries,
LegacyDB: db,
}
return repo, nil
}

View File

@ -0,0 +1,9 @@
-- +goose Up
CREATE TABLE budgets (
id uuid DEFAULT uuid_generate_v4() PRIMARY KEY,
name text NOT NULL,
last_modification timestamp with time zone
);
-- +goose Down
DROP TABLE budgets;

View File

@ -0,0 +1,11 @@
-- +goose Up
CREATE TABLE users (
id uuid DEFAULT uuid_generate_v4() PRIMARY KEY,
email text NOT NULL,
name text NOT NULL,
password text NOT NULL,
last_login timestamp with time zone
);
-- +goose Down
DROP TABLE users;

View File

@ -0,0 +1,8 @@
-- +goose Up
CREATE TABLE user_budgets (
user_id uuid NOT NULL REFERENCES users (id) ON DELETE CASCADE,
budget_id uuid NOT NULL REFERENCES budgets (id) ON DELETE CASCADE
);
-- +goose Down
DROP TABLE user_budgets;

View File

@ -0,0 +1,10 @@
-- +goose Up
CREATE TABLE accounts (
id uuid DEFAULT uuid_generate_v4() PRIMARY KEY,
budget_id uuid NOT NULL REFERENCES budgets (id) ON DELETE CASCADE,
name varchar(50) NOT NULL,
on_budget boolean DEFAULT TRUE NOT NULL
);
-- +goose Down
DROP TABLE accounts;

View File

@ -0,0 +1,9 @@
-- +goose Up
CREATE TABLE payees (
id uuid DEFAULT uuid_generate_v4() PRIMARY KEY,
budget_id uuid NOT NULL REFERENCES budgets (id) ON DELETE CASCADE,
name varchar(50) NOT NULL
);
-- +goose Down
DROP TABLE payees;

View File

@ -0,0 +1,9 @@
-- +goose Up
CREATE TABLE category_groups (
id uuid DEFAULT uuid_generate_v4() PRIMARY KEY,
budget_id uuid NOT NULL REFERENCES budgets (id) ON DELETE CASCADE,
name varchar(50) NOT NULL
);
-- +goose Down
DROP TABLE category_groups;

View File

@ -0,0 +1,12 @@
-- +goose Up
CREATE TABLE categories (
id uuid DEFAULT uuid_generate_v4() PRIMARY KEY,
category_group_id uuid NOT NULL REFERENCES category_groups (id) ON DELETE CASCADE,
name varchar(50) NOT NULL
);
ALTER TABLE budgets ADD COLUMN
income_category_id uuid NOT NULL REFERENCES categories (id) DEFERRABLE INITIALLY DEFERRED;
-- +goose Down
ALTER TABLE budgets DROP COLUMN income_category_id;
DROP TABLE categories;

View File

@ -0,0 +1,16 @@
-- +goose Up
CREATE TABLE transactions (
id uuid DEFAULT uuid_generate_v4() PRIMARY KEY,
date date NOT NULL,
memo text NOT NULL,
amount decimal(12,2) NOT NULL,
account_id uuid NOT NULL REFERENCES accounts (id),
category_id uuid REFERENCES categories (id),
payee_id uuid REFERENCES payees (id)
);
ALTER TABLE "transactions" ADD FOREIGN KEY ("account_id") REFERENCES "accounts" ("id");
ALTER TABLE "transactions" ADD FOREIGN KEY ("payee_id") REFERENCES "payees" ("id");
ALTER TABLE "transactions" ADD FOREIGN KEY ("category_id") REFERENCES "categories" ("id");
-- +goose Down
DROP TABLE transactions;

View File

@ -0,0 +1,17 @@
-- +goose Up
CREATE VIEW transactions_by_month AS
SELECT date_trunc('month', transactions.date)::date as date, transactions.category_id, accounts.budget_id, SUM(amount) as amount
FROM transactions
INNER JOIN accounts ON accounts.id = transactions.account_id
GROUP BY date_trunc('month', transactions.date), transactions.category_id, accounts.budget_id;
CREATE VIEW assignments_by_month AS
SELECT date_trunc('month', assignments.date)::date as date, assignments.category_id, category_groups.budget_id, SUM(amount) as amount
FROM assignments
INNER JOIN categories ON categories.id = assignments.category_id
INNER JOIN category_groups ON categories.category_group_id = category_groups.id
GROUP BY date_trunc('month', assignments.date), assignments.category_id, category_groups.budget_id;
-- +goose Down
DROP VIEW transactions_by_month;
DROP VIEW assignments_by_month;

View File

@ -0,0 +1,5 @@
-- +goose Up
ALTER TABLE transactions ADD COLUMN group_id uuid NULL;
-- +goose Down
ALTER TABLE transactions DROP COLUMN group_id;

View File

@ -1,66 +0,0 @@
-- +goose Up
CREATE TABLE budgets (
id uuid DEFAULT uuid_generate_v4() PRIMARY KEY,
name text NOT NULL,
last_modification timestamp with time zone
);
CREATE TABLE users (
id uuid DEFAULT uuid_generate_v4() PRIMARY KEY,
email text NOT NULL,
name text NOT NULL,
password text NOT NULL,
last_login timestamp with time zone
);
CREATE TABLE user_budgets (
user_id uuid NOT NULL REFERENCES users (id) ON DELETE CASCADE,
budget_id uuid NOT NULL REFERENCES budgets (id) ON DELETE CASCADE
);
CREATE TABLE accounts (
id uuid DEFAULT uuid_generate_v4() PRIMARY KEY,
budget_id uuid NOT NULL REFERENCES budgets (id) ON DELETE CASCADE,
name varchar(50) NOT NULL
);
CREATE TABLE payees (
id uuid DEFAULT uuid_generate_v4() PRIMARY KEY,
budget_id uuid NOT NULL REFERENCES budgets (id) ON DELETE CASCADE,
name varchar(50) NOT NULL
);
CREATE TABLE category_groups (
id uuid DEFAULT uuid_generate_v4() PRIMARY KEY,
budget_id uuid NOT NULL REFERENCES budgets (id) ON DELETE CASCADE,
name varchar(50) NOT NULL
);
CREATE TABLE categories (
id uuid DEFAULT uuid_generate_v4() PRIMARY KEY,
category_group_id uuid NOT NULL REFERENCES category_groups (id) ON DELETE CASCADE,
name varchar(50) NOT NULL
);
CREATE TABLE transactions (
id uuid DEFAULT uuid_generate_v4() PRIMARY KEY,
date date NOT NULL,
memo text NOT NULL,
amount decimal(12,2) NOT NULL,
account_id uuid NOT NULL REFERENCES accounts (id),
category_id uuid REFERENCES categories (id),
payee_id uuid REFERENCES payees (id)
);
ALTER TABLE "transactions" ADD FOREIGN KEY ("account_id") REFERENCES "accounts" ("id");
ALTER TABLE "transactions" ADD FOREIGN KEY ("payee_id") REFERENCES "payees" ("id");
ALTER TABLE "transactions" ADD FOREIGN KEY ("category_id") REFERENCES "categories" ("id");
-- +goose Down
DROP TABLE transactions;
DROP TABLE accounts;
DROP TABLE payees;
DROP TABLE categories;
DROP TABLE category_groups;
DROP TABLE user_budgets;
DROP TABLE budgets;
DROP TABLE users;

View File

@ -12,9 +12,9 @@ import (
const createTransaction = `-- name: CreateTransaction :one
INSERT INTO transactions
(date, memo, amount, account_id, payee_id, category_id)
VALUES ($1, $2, $3, $4, $5, $6)
RETURNING id, date, memo, amount, account_id, category_id, payee_id
(date, memo, amount, account_id, payee_id, category_id, group_id)
VALUES ($1, $2, $3, $4, $5, $6, $7)
RETURNING id, date, memo, amount, account_id, category_id, payee_id, group_id
`
type CreateTransactionParams struct {
@ -24,6 +24,7 @@ type CreateTransactionParams struct {
AccountID uuid.UUID
PayeeID uuid.NullUUID
CategoryID uuid.NullUUID
GroupID uuid.NullUUID
}
func (q *Queries) CreateTransaction(ctx context.Context, arg CreateTransactionParams) (Transaction, error) {
@ -34,6 +35,7 @@ func (q *Queries) CreateTransaction(ctx context.Context, arg CreateTransactionPa
arg.AccountID,
arg.PayeeID,
arg.CategoryID,
arg.GroupID,
)
var i Transaction
err := row.Scan(
@ -44,6 +46,7 @@ func (q *Queries) CreateTransaction(ctx context.Context, arg CreateTransactionPa
&i.AccountID,
&i.CategoryID,
&i.PayeeID,
&i.GroupID,
)
return i, err
}
@ -63,8 +66,73 @@ func (q *Queries) DeleteAllTransactions(ctx context.Context, budgetID uuid.UUID)
return result.RowsAffected()
}
const deleteTransaction = `-- name: DeleteTransaction :exec
DELETE FROM transactions
WHERE id = $1
`
func (q *Queries) DeleteTransaction(ctx context.Context, id uuid.UUID) error {
_, err := q.db.ExecContext(ctx, deleteTransaction, id)
return err
}
const getTransaction = `-- name: GetTransaction :one
SELECT id, date, memo, amount, account_id, category_id, payee_id, group_id FROM transactions
WHERE id = $1
`
func (q *Queries) GetTransaction(ctx context.Context, id uuid.UUID) (Transaction, error) {
row := q.db.QueryRowContext(ctx, getTransaction, id)
var i Transaction
err := row.Scan(
&i.ID,
&i.Date,
&i.Memo,
&i.Amount,
&i.AccountID,
&i.CategoryID,
&i.PayeeID,
&i.GroupID,
)
return i, err
}
const getTransactionsByMonthAndCategory = `-- name: GetTransactionsByMonthAndCategory :many
SELECT date, category_id, budget_id, amount
FROM transactions_by_month
WHERE transactions_by_month.budget_id = $1
`
func (q *Queries) GetTransactionsByMonthAndCategory(ctx context.Context, budgetID uuid.UUID) ([]TransactionsByMonth, error) {
rows, err := q.db.QueryContext(ctx, getTransactionsByMonthAndCategory, budgetID)
if err != nil {
return nil, err
}
defer rows.Close()
var items []TransactionsByMonth
for rows.Next() {
var i TransactionsByMonth
if err := rows.Scan(
&i.Date,
&i.CategoryID,
&i.BudgetID,
&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 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
@ -81,6 +149,7 @@ type GetTransactionsForAccountRow struct {
Date time.Time
Memo string
Amount Numeric
GroupID uuid.NullUUID
Account string
Payee string
CategoryGroup string
@ -101,6 +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,
@ -120,7 +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
@ -137,6 +207,7 @@ type GetTransactionsForBudgetRow struct {
Date time.Time
Memo string
Amount Numeric
GroupID uuid.NullUUID
Account string
Payee string
CategoryGroup string
@ -157,6 +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,
@ -174,3 +246,37 @@ func (q *Queries) GetTransactionsForBudget(ctx context.Context, budgetID uuid.UU
}
return items, nil
}
const updateTransaction = `-- name: UpdateTransaction :exec
UPDATE transactions
SET date = $1,
memo = $2,
amount = $3,
account_id = $4,
payee_id = $5,
category_id = $6
WHERE id = $7
`
type UpdateTransactionParams struct {
Date time.Time
Memo string
Amount Numeric
AccountID uuid.UUID
PayeeID uuid.NullUUID
CategoryID uuid.NullUUID
ID uuid.UUID
}
func (q *Queries) UpdateTransaction(ctx context.Context, arg UpdateTransactionParams) error {
_, err := q.db.ExecContext(ctx, updateTransaction,
arg.Date,
arg.Memo,
arg.Amount,
arg.AccountID,
arg.PayeeID,
arg.CategoryID,
arg.ID,
)
return err
}

374
postgres/ynab-import.go Normal file
View File

@ -0,0 +1,374 @@
package postgres
import (
"context"
"encoding/csv"
"fmt"
"io"
"strings"
"time"
"unicode/utf8"
"github.com/google/uuid"
)
type YNABImport struct {
Context context.Context
accounts []Account
payees []Payee
categories []GetCategoriesRow
categoryGroups []CategoryGroup
queries *Queries
budgetID uuid.UUID
}
func NewYNABImport(context context.Context, q *Queries, budgetID uuid.UUID) (*YNABImport, error) {
accounts, err := q.GetAccounts(context, budgetID)
if err != nil {
return nil, err
}
payees, err := q.GetPayees(context, budgetID)
if err != nil {
return nil, err
}
categories, err := q.GetCategories(context, budgetID)
if err != nil {
return nil, err
}
categoryGroups, err := q.GetCategoryGroups(context, budgetID)
if err != nil {
return nil, err
}
return &YNABImport{
Context: context,
accounts: accounts,
payees: payees,
categories: categories,
categoryGroups: categoryGroups,
queries: q,
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 *YNABImport) ImportAssignments(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)
}
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)
}
categoryGroup, categoryName := record[2], record[3] //also in 1 joined by :
category, err := ynab.GetCategory(categoryGroup, categoryName)
if err != nil {
return fmt.Errorf("could not 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)
}
if amount.Int.Int64() == 0 {
continue
}
assignment := CreateAssignmentParams{
Date: date,
CategoryID: category.UUID,
Amount: amount,
}
_, err = ynab.queries.CreateAssignment(ynab.Context, assignment)
if err != nil {
return fmt.Errorf("could not save assignment %v: %w", assignment, err)
}
count++
}
fmt.Printf("Imported %d assignments\n", count)
return nil
}
type Transfer struct {
CreateTransactionParams
TransferToAccount *Account
FromAccount string
ToAccount string
}
// ImportTransactions expects a TSV-file as exported by YNAB in the following format:
func (ynab *YNABImport) ImportTransactions(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)
}
var openTransfers []Transfer
count := 0
for _, record := range csvData[1:] {
accountName := record[0]
account, err := ynab.GetAccount(accountName)
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)
}
transaction := CreateTransactionParams{
Date: date,
Memo: memo,
AccountID: account.ID,
CategoryID: category,
Amount: amount,
}
payeeName := record[3]
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)
}
} 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)
}
}
//status := record[10]
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)
if err != nil {
return fmt.Errorf("could not 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]
}
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)
if err != nil {
return num, fmt.Errorf("Could not parse inflow %s: %w", inflow, err)
}
// if inflow is zero, use outflow
if num.Int.Int64() != 0 {
return num, nil
}
err = num.Set("-" + outflow)
if err != nil {
return num, fmt.Errorf("Could not parse outflow %s: %w", inflow, err)
}
return num, nil
}
func (ynab *YNABImport) GetAccount(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})
if err != nil {
return nil, err
}
ynab.accounts = append(ynab.accounts, account)
return &account, nil
}
func (ynab *YNABImport) GetPayee(name string) (uuid.NullUUID, error) {
if name == "" {
return uuid.NullUUID{}, nil
}
for _, pay := range ynab.payees {
if pay.Name == name {
return uuid.NullUUID{UUID: pay.ID, Valid: true}, nil
}
}
payee, err := ynab.queries.CreatePayee(ynab.Context, CreatePayeeParams{Name: name, BudgetID: ynab.budgetID})
if err != nil {
return uuid.NullUUID{}, err
}
ynab.payees = append(ynab.payees, payee)
return uuid.NullUUID{UUID: payee.ID, Valid: true}, nil
}
func (ynab *YNABImport) GetCategory(group string, name string) (uuid.NullUUID, error) {
if group == "" || name == "" {
return uuid.NullUUID{}, nil
}
for _, category := range ynab.categories {
if category.Name == name && category.Group == group {
return uuid.NullUUID{UUID: category.ID, Valid: true}, nil
}
}
for _, categoryGroup := range ynab.categoryGroups {
if categoryGroup.Name == group {
createCategory := 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
}
}
categoryGroup, err := ynab.queries.CreateCategoryGroup(ynab.Context, CreateCategoryGroupParams{Name: group, BudgetID: ynab.budgetID})
if err != nil {
return uuid.NullUUID{}, err
}
ynab.categoryGroups = append(ynab.categoryGroups, categoryGroup)
category, err := ynab.queries.CreateCategory(ynab.Context, CreateCategoryParams{Name: name, CategoryGroupID: categoryGroup.ID})
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
}

View File

@ -3,18 +3,18 @@
{{define "title"}}{{.Account.Name}}{{end}}
{{define "new"}}
{{template "transaction-new"}}
{{template "transaction-new" .}}
{{end}}
{{define "main"}}
<div class="budget-item">
<a href="#newtransactionmodal" data-toggle="modal" data-target="#newtransactionmodal">New Transaction</a>
<a href="#newtransactionmodal" data-bs-toggle="modal" data-bs-target="#newtransactionmodal">New Transaction</a>
<span class="time"></span>
</div>
<table class="container col-lg-12" id="content">
{{range .Transactions}}
<tr>
<td>{{.Date}}</td>
<tr class="{{if .Date.After now}}future{{end}}">
<td>{{.Date.Format "02.01.2006"}}</td>
<td>
{{.Account}}
</td>
@ -27,7 +27,10 @@
{{end}}
</td>
<td>
<a href="transaction/{{.ID}}">{{.Memo}}</a>
{{if .GroupID.Valid}}☀{{end}}
</td>
<td>
<a href="/budget/{{$.Budget.ID}}/transaction/{{.ID}}">{{.Memo}}</a>
</td>
{{template "amount-cell" .Amount}}
</tr>

View File

@ -1,11 +1,23 @@
{{define "amount"}}
<span class="right {{if .GetPositive}}{{else}}negative{{end}}">
<span class="right {{if .IsZero}}zero{{else if not .IsPositive}}negative{{end}}">
{{printf "%.2f" .GetFloat64}}
</span>
{{end}}
{{define "amount-cell"}}
<td class="right {{if .GetPositive}}{{else}}negative{{end}}">
<td class="right {{if .IsZero}}zero{{else if not .IsPositive}}negative{{end}}">
{{printf "%.2f" .GetFloat64}}
</td>
{{end}}
{{define "amountf64"}}
<span class="right {{if eq . 0.0}}zero{{else if lt . 0.0}}negative{{end}}">
{{printf "%.2f" .}}
</span>
{{end}}
{{define "amountf64-cell"}}
<td class="right {{if eq . 0.0}}zero{{else if lt . 0.0}}negative{{end}}">
{{printf "%.2f" .}}
</td>
{{end}}

View File

@ -6,7 +6,6 @@
<meta name="viewport" content="width=device-width, initial-scale=1, maximum-scale=1, user-scalable=no">
<link href="/static/css/bootstrap.min.css" rel="stylesheet" />
<link href="/static/css/bootstrap-theme.min.css" rel="stylesheet" />
<link href="/static/css/main.css" rel="stylesheet" />
<script src="https://ajax.googleapis.com/ajax/libs/jquery/3.6.0/jquery.min.js"></script>
@ -19,6 +18,7 @@
{{block "more-head" .}}{{end}}
</head>
<body>
<div id="wrapper">
<div id="sidebar">
{{block "sidebar" .}}
{{template "budget-sidebar" .}}
@ -33,6 +33,7 @@
</div>
{{block "new" .}}{{end}}
</div>
</div>
</body>
</html>
{{end}}

View File

@ -1,5 +1,5 @@
{{define "budget-new"}}
<div id="newbudgetmodal" class="modal fade">
<div id="newbudgetmodal" class="modal fade" role="dialog">
<div class="modal-dialog" role="document">
<script>
$(document).ready(function () {
@ -14,7 +14,7 @@
<div class="modal-content">
<div class="modal-header">
<h5 class="modal-title">New Budget</h5>
<button type="button" class="close" data-dismiss="modal" aria-label="Close">
<button type="button" class="close" data-bs-dismiss="modal" aria-label="Close">
<span aria-hidden="true">&times;</span>
</button>
</div>
@ -30,7 +30,7 @@
</div>
</div>
<div class="modal-footer">
<button type="button" class="btn btn-secondary" data-dismiss="modal">Close</button>
<button type="button" class="btn btn-secondary" data-bs-dismiss="modal">Close</button>
<input type="submit" class="btn btn-primary" value="Create" class="form-control" />
</div>
</form>

View File

@ -1,4 +1,5 @@
{{define "budget-sidebar"}}
<h1><a href="/dashboard">⌂</a> {{.Budget.Name}}</h1>
<ul>
<li><a href="/budget/{{.Budget.ID}}">Budget</a></li>
<li>Reports (Coming Soon)</li>
@ -6,28 +7,42 @@
<li>
On-Budget Accounts
<ul class="two-valued">
{{range .Accounts}}
{{- range .OnBudgetAccounts}}
<li>
<a href="/budget/{{$.Budget.ID}}/account/{{.ID}}">{{.Name}}</a>
{{template "amount" .Balance}}
</li>
{{end}}
<li>
<a href="/budget/{{$.Budget.ID}}/accounts">Edit accounts</a>
{{- template "amount" .Balance}}
</li>
{{- end}}
</ul>
</li>
<li>
Off-Budget Accounts
<ul class="two-valued">
{{- range .OffBudgetAccounts}}
<li>
<a href="/budget/{{$.Budget.ID}}/account/{{.ID}}">{{.Name}}</a>
{{template "amount" .Balance -}}
</li>
{{- end}}
</ul>
</li>
<li>
Closed Accounts
</li>
<li>
<a href="/budget/{{$.Budget.ID}}/accounts">Edit accounts</a>
</li>
<li>
+ Add Account
</li>
<li>
<a href="/admin">Settings</a>
<a href="/budget/{{.Budget.ID}}/settings">Budget-Settings</a>
</li>
<li>
<a href="/admin">Admin</a>
</li>
<li>
<a href="/api/v1/user/logout">Logout</a>
</li>
</ul>
{{end}}

View File

@ -1,31 +0,0 @@
{{template "base" .}}
{{define "title"}}Budget{{end}}
{{define "new"}}
{{template "transaction-new"}}
{{end}}
{{define "main"}}
<div class="budget-item">
<a href="#newtransactionmodal" data-toggle="modal" data-target="#newtransactionmodal">New Transaction</a>
<span class="time"></span>
</div>
<table class="container col-lg-12" id="content">
{{range .Transactions}}
<tr>
<td>{{.Date}}</td>
<td>
{{.Account}}
</td>
<td>
{{.Payee}}
</td>
<td>
<a href="transaction/{{.ID}}">{{.Memo}}</a>
</td>
{{template "amount-cell" .Amount}}
</tr>
{{end}}
</table>
{{end}}

View File

@ -6,12 +6,11 @@
{{end}}
{{define "new"}}
{{template "transaction-new"}}
{{end}}
{{define "main"}}
<div class="budget-item">
<a href="#newtransactionmodal" data-toggle="modal" data-target="#newtransactionmodal">New Transaction</a>
<a href="#newtransactionmodal" data-bs-toggle="modal" data-bs-target="#newtransactionmodal">New Transaction</a>
<span class="time"></span>
</div>
<div>
@ -19,14 +18,19 @@
<a href="{{printf "/budget/%s" .Budget.ID}}">Current Month</a> -
<a href="{{printf "/budget/%s/%d/%d" .Budget.ID .Next.Year .Next.Month}}">Next Month</a>
</div>
<div>
<span>Available Balance: </span>{{template "amountf64" .AvailableBalance}}
</div>
<table class="container col-lg-12" id="content">
<tr>
<th>Group</th>
<th>Category</th>
<th></th>
<th></th>
<th>Balance</th>
<th>Leftover</th>
<th>Assigned</th>
<th>Activity</th>
<th>Available</th>
</tr>
{{range .Categories}}
<tr>
@ -36,8 +40,10 @@
</td>
<td>
</td>
{{template "amount-cell" .Balance}}
{{template "amount-cell" .Activity}}
{{template "amountf64-cell" .AvailableLastMonth}}
{{template "amountf64-cell" .Assigned}}
{{template "amountf64-cell" .Activity}}
{{template "amountf64-cell" .Available}}
</tr>
{{end}}
</table>

View File

@ -20,7 +20,7 @@
</div>
{{end}}
<div class="budget-item">
<a href="#newbudgetmodal" data-toggle="modal" data-target="#newbudgetmodal">New Budget</a>
<button type="button" class="btn btn-primary" data-bs-toggle="modal" data-bs-target="#newbudgetmodal">New Budget</a>
<span class="time"></span>
</div>
{{end}}

32
web/settings.html Normal file
View File

@ -0,0 +1,32 @@
{{define "title"}}
Settings for Budget "{{.Budget.Name}}"
{{end}}
{{template "base" .}}
{{define "main"}}
<h1>Danger Zone</h1>
<div class="budget-item">
<a href="/budget/{{.Budget.ID}}/settings/clear">Clear budget</a>
<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>
<p>This restores YNABs functionality, that would substract any overspent categories' balances from next months inflows.</p>
</div>
<div class="budget-item">
<form method="POST" action="/api/v1/transaction/import/ynab" enctype="multipart/form-data">
<input type="hidden" name="budget_id" value="{{.Budget.ID}}" />
<label for="transactions_file">
Transaktionen:
<input type="file" name="transactions" accept="text/*" />
</label>
<br />
<label for="assignments_file">
Budget:
<input type="file" name="assignments" accept="text/*" />
</label>
<button type="submit">Importieren</button>
</form>
</div>
{{end}}

View File

@ -1,587 +0,0 @@
/*!
* Bootstrap v3.3.7 (http://getbootstrap.com)
* Copyright 2011-2016 Twitter, Inc.
* Licensed under MIT (https://github.com/twbs/bootstrap/blob/master/LICENSE)
*/
.btn-default,
.btn-primary,
.btn-success,
.btn-info,
.btn-warning,
.btn-danger {
text-shadow: 0 -1px 0 rgba(0, 0, 0, .2);
-webkit-box-shadow: inset 0 1px 0 rgba(255, 255, 255, .15), 0 1px 1px rgba(0, 0, 0, .075);
box-shadow: inset 0 1px 0 rgba(255, 255, 255, .15), 0 1px 1px rgba(0, 0, 0, .075);
}
.btn-default:active,
.btn-primary:active,
.btn-success:active,
.btn-info:active,
.btn-warning:active,
.btn-danger:active,
.btn-default.active,
.btn-primary.active,
.btn-success.active,
.btn-info.active,
.btn-warning.active,
.btn-danger.active {
-webkit-box-shadow: inset 0 3px 5px rgba(0, 0, 0, .125);
box-shadow: inset 0 3px 5px rgba(0, 0, 0, .125);
}
.btn-default.disabled,
.btn-primary.disabled,
.btn-success.disabled,
.btn-info.disabled,
.btn-warning.disabled,
.btn-danger.disabled,
.btn-default[disabled],
.btn-primary[disabled],
.btn-success[disabled],
.btn-info[disabled],
.btn-warning[disabled],
.btn-danger[disabled],
fieldset[disabled] .btn-default,
fieldset[disabled] .btn-primary,
fieldset[disabled] .btn-success,
fieldset[disabled] .btn-info,
fieldset[disabled] .btn-warning,
fieldset[disabled] .btn-danger {
-webkit-box-shadow: none;
box-shadow: none;
}
.btn-default .badge,
.btn-primary .badge,
.btn-success .badge,
.btn-info .badge,
.btn-warning .badge,
.btn-danger .badge {
text-shadow: none;
}
.btn:active,
.btn.active {
background-image: none;
}
.btn-default {
text-shadow: 0 1px 0 #fff;
background-image: -webkit-linear-gradient(top, #fff 0%, #e0e0e0 100%);
background-image: -o-linear-gradient(top, #fff 0%, #e0e0e0 100%);
background-image: -webkit-gradient(linear, left top, left bottom, from(#fff), to(#e0e0e0));
background-image: linear-gradient(to bottom, #fff 0%, #e0e0e0 100%);
filter: progid:DXImageTransform.Microsoft.gradient(startColorstr='#ffffffff', endColorstr='#ffe0e0e0', GradientType=0);
filter: progid:DXImageTransform.Microsoft.gradient(enabled = false);
background-repeat: repeat-x;
border-color: #dbdbdb;
border-color: #ccc;
}
.btn-default:hover,
.btn-default:focus {
background-color: #e0e0e0;
background-position: 0 -15px;
}
.btn-default:active,
.btn-default.active {
background-color: #e0e0e0;
border-color: #dbdbdb;
}
.btn-default.disabled,
.btn-default[disabled],
fieldset[disabled] .btn-default,
.btn-default.disabled:hover,
.btn-default[disabled]:hover,
fieldset[disabled] .btn-default:hover,
.btn-default.disabled:focus,
.btn-default[disabled]:focus,
fieldset[disabled] .btn-default:focus,
.btn-default.disabled.focus,
.btn-default[disabled].focus,
fieldset[disabled] .btn-default.focus,
.btn-default.disabled:active,
.btn-default[disabled]:active,
fieldset[disabled] .btn-default:active,
.btn-default.disabled.active,
.btn-default[disabled].active,
fieldset[disabled] .btn-default.active {
background-color: #e0e0e0;
background-image: none;
}
.btn-primary {
background-image: -webkit-linear-gradient(top, #337ab7 0%, #265a88 100%);
background-image: -o-linear-gradient(top, #337ab7 0%, #265a88 100%);
background-image: -webkit-gradient(linear, left top, left bottom, from(#337ab7), to(#265a88));
background-image: linear-gradient(to bottom, #337ab7 0%, #265a88 100%);
filter: progid:DXImageTransform.Microsoft.gradient(startColorstr='#ff337ab7', endColorstr='#ff265a88', GradientType=0);
filter: progid:DXImageTransform.Microsoft.gradient(enabled = false);
background-repeat: repeat-x;
border-color: #245580;
}
.btn-primary:hover,
.btn-primary:focus {
background-color: #265a88;
background-position: 0 -15px;
}
.btn-primary:active,
.btn-primary.active {
background-color: #265a88;
border-color: #245580;
}
.btn-primary.disabled,
.btn-primary[disabled],
fieldset[disabled] .btn-primary,
.btn-primary.disabled:hover,
.btn-primary[disabled]:hover,
fieldset[disabled] .btn-primary:hover,
.btn-primary.disabled:focus,
.btn-primary[disabled]:focus,
fieldset[disabled] .btn-primary:focus,
.btn-primary.disabled.focus,
.btn-primary[disabled].focus,
fieldset[disabled] .btn-primary.focus,
.btn-primary.disabled:active,
.btn-primary[disabled]:active,
fieldset[disabled] .btn-primary:active,
.btn-primary.disabled.active,
.btn-primary[disabled].active,
fieldset[disabled] .btn-primary.active {
background-color: #265a88;
background-image: none;
}
.btn-success {
background-image: -webkit-linear-gradient(top, #5cb85c 0%, #419641 100%);
background-image: -o-linear-gradient(top, #5cb85c 0%, #419641 100%);
background-image: -webkit-gradient(linear, left top, left bottom, from(#5cb85c), to(#419641));
background-image: linear-gradient(to bottom, #5cb85c 0%, #419641 100%);
filter: progid:DXImageTransform.Microsoft.gradient(startColorstr='#ff5cb85c', endColorstr='#ff419641', GradientType=0);
filter: progid:DXImageTransform.Microsoft.gradient(enabled = false);
background-repeat: repeat-x;
border-color: #3e8f3e;
}
.btn-success:hover,
.btn-success:focus {
background-color: #419641;
background-position: 0 -15px;
}
.btn-success:active,
.btn-success.active {
background-color: #419641;
border-color: #3e8f3e;
}
.btn-success.disabled,
.btn-success[disabled],
fieldset[disabled] .btn-success,
.btn-success.disabled:hover,
.btn-success[disabled]:hover,
fieldset[disabled] .btn-success:hover,
.btn-success.disabled:focus,
.btn-success[disabled]:focus,
fieldset[disabled] .btn-success:focus,
.btn-success.disabled.focus,
.btn-success[disabled].focus,
fieldset[disabled] .btn-success.focus,
.btn-success.disabled:active,
.btn-success[disabled]:active,
fieldset[disabled] .btn-success:active,
.btn-success.disabled.active,
.btn-success[disabled].active,
fieldset[disabled] .btn-success.active {
background-color: #419641;
background-image: none;
}
.btn-info {
background-image: -webkit-linear-gradient(top, #5bc0de 0%, #2aabd2 100%);
background-image: -o-linear-gradient(top, #5bc0de 0%, #2aabd2 100%);
background-image: -webkit-gradient(linear, left top, left bottom, from(#5bc0de), to(#2aabd2));
background-image: linear-gradient(to bottom, #5bc0de 0%, #2aabd2 100%);
filter: progid:DXImageTransform.Microsoft.gradient(startColorstr='#ff5bc0de', endColorstr='#ff2aabd2', GradientType=0);
filter: progid:DXImageTransform.Microsoft.gradient(enabled = false);
background-repeat: repeat-x;
border-color: #28a4c9;
}
.btn-info:hover,
.btn-info:focus {
background-color: #2aabd2;
background-position: 0 -15px;
}
.btn-info:active,
.btn-info.active {
background-color: #2aabd2;
border-color: #28a4c9;
}
.btn-info.disabled,
.btn-info[disabled],
fieldset[disabled] .btn-info,
.btn-info.disabled:hover,
.btn-info[disabled]:hover,
fieldset[disabled] .btn-info:hover,
.btn-info.disabled:focus,
.btn-info[disabled]:focus,
fieldset[disabled] .btn-info:focus,
.btn-info.disabled.focus,
.btn-info[disabled].focus,
fieldset[disabled] .btn-info.focus,
.btn-info.disabled:active,
.btn-info[disabled]:active,
fieldset[disabled] .btn-info:active,
.btn-info.disabled.active,
.btn-info[disabled].active,
fieldset[disabled] .btn-info.active {
background-color: #2aabd2;
background-image: none;
}
.btn-warning {
background-image: -webkit-linear-gradient(top, #f0ad4e 0%, #eb9316 100%);
background-image: -o-linear-gradient(top, #f0ad4e 0%, #eb9316 100%);
background-image: -webkit-gradient(linear, left top, left bottom, from(#f0ad4e), to(#eb9316));
background-image: linear-gradient(to bottom, #f0ad4e 0%, #eb9316 100%);
filter: progid:DXImageTransform.Microsoft.gradient(startColorstr='#fff0ad4e', endColorstr='#ffeb9316', GradientType=0);
filter: progid:DXImageTransform.Microsoft.gradient(enabled = false);
background-repeat: repeat-x;
border-color: #e38d13;
}
.btn-warning:hover,
.btn-warning:focus {
background-color: #eb9316;
background-position: 0 -15px;
}
.btn-warning:active,
.btn-warning.active {
background-color: #eb9316;
border-color: #e38d13;
}
.btn-warning.disabled,
.btn-warning[disabled],
fieldset[disabled] .btn-warning,
.btn-warning.disabled:hover,
.btn-warning[disabled]:hover,
fieldset[disabled] .btn-warning:hover,
.btn-warning.disabled:focus,
.btn-warning[disabled]:focus,
fieldset[disabled] .btn-warning:focus,
.btn-warning.disabled.focus,
.btn-warning[disabled].focus,
fieldset[disabled] .btn-warning.focus,
.btn-warning.disabled:active,
.btn-warning[disabled]:active,
fieldset[disabled] .btn-warning:active,
.btn-warning.disabled.active,
.btn-warning[disabled].active,
fieldset[disabled] .btn-warning.active {
background-color: #eb9316;
background-image: none;
}
.btn-danger {
background-image: -webkit-linear-gradient(top, #d9534f 0%, #c12e2a 100%);
background-image: -o-linear-gradient(top, #d9534f 0%, #c12e2a 100%);
background-image: -webkit-gradient(linear, left top, left bottom, from(#d9534f), to(#c12e2a));
background-image: linear-gradient(to bottom, #d9534f 0%, #c12e2a 100%);
filter: progid:DXImageTransform.Microsoft.gradient(startColorstr='#ffd9534f', endColorstr='#ffc12e2a', GradientType=0);
filter: progid:DXImageTransform.Microsoft.gradient(enabled = false);
background-repeat: repeat-x;
border-color: #b92c28;
}
.btn-danger:hover,
.btn-danger:focus {
background-color: #c12e2a;
background-position: 0 -15px;
}
.btn-danger:active,
.btn-danger.active {
background-color: #c12e2a;
border-color: #b92c28;
}
.btn-danger.disabled,
.btn-danger[disabled],
fieldset[disabled] .btn-danger,
.btn-danger.disabled:hover,
.btn-danger[disabled]:hover,
fieldset[disabled] .btn-danger:hover,
.btn-danger.disabled:focus,
.btn-danger[disabled]:focus,
fieldset[disabled] .btn-danger:focus,
.btn-danger.disabled.focus,
.btn-danger[disabled].focus,
fieldset[disabled] .btn-danger.focus,
.btn-danger.disabled:active,
.btn-danger[disabled]:active,
fieldset[disabled] .btn-danger:active,
.btn-danger.disabled.active,
.btn-danger[disabled].active,
fieldset[disabled] .btn-danger.active {
background-color: #c12e2a;
background-image: none;
}
.thumbnail,
.img-thumbnail {
-webkit-box-shadow: 0 1px 2px rgba(0, 0, 0, .075);
box-shadow: 0 1px 2px rgba(0, 0, 0, .075);
}
.dropdown-menu > li > a:hover,
.dropdown-menu > li > a:focus {
background-color: #e8e8e8;
background-image: -webkit-linear-gradient(top, #f5f5f5 0%, #e8e8e8 100%);
background-image: -o-linear-gradient(top, #f5f5f5 0%, #e8e8e8 100%);
background-image: -webkit-gradient(linear, left top, left bottom, from(#f5f5f5), to(#e8e8e8));
background-image: linear-gradient(to bottom, #f5f5f5 0%, #e8e8e8 100%);
filter: progid:DXImageTransform.Microsoft.gradient(startColorstr='#fff5f5f5', endColorstr='#ffe8e8e8', GradientType=0);
background-repeat: repeat-x;
}
.dropdown-menu > .active > a,
.dropdown-menu > .active > a:hover,
.dropdown-menu > .active > a:focus {
background-color: #2e6da4;
background-image: -webkit-linear-gradient(top, #337ab7 0%, #2e6da4 100%);
background-image: -o-linear-gradient(top, #337ab7 0%, #2e6da4 100%);
background-image: -webkit-gradient(linear, left top, left bottom, from(#337ab7), to(#2e6da4));
background-image: linear-gradient(to bottom, #337ab7 0%, #2e6da4 100%);
filter: progid:DXImageTransform.Microsoft.gradient(startColorstr='#ff337ab7', endColorstr='#ff2e6da4', GradientType=0);
background-repeat: repeat-x;
}
.navbar-default {
background-image: -webkit-linear-gradient(top, #fff 0%, #f8f8f8 100%);
background-image: -o-linear-gradient(top, #fff 0%, #f8f8f8 100%);
background-image: -webkit-gradient(linear, left top, left bottom, from(#fff), to(#f8f8f8));
background-image: linear-gradient(to bottom, #fff 0%, #f8f8f8 100%);
filter: progid:DXImageTransform.Microsoft.gradient(startColorstr='#ffffffff', endColorstr='#fff8f8f8', GradientType=0);
filter: progid:DXImageTransform.Microsoft.gradient(enabled = false);
background-repeat: repeat-x;
border-radius: 4px;
-webkit-box-shadow: inset 0 1px 0 rgba(255, 255, 255, .15), 0 1px 5px rgba(0, 0, 0, .075);
box-shadow: inset 0 1px 0 rgba(255, 255, 255, .15), 0 1px 5px rgba(0, 0, 0, .075);
}
.navbar-default .navbar-nav > .open > a,
.navbar-default .navbar-nav > .active > a {
background-image: -webkit-linear-gradient(top, #dbdbdb 0%, #e2e2e2 100%);
background-image: -o-linear-gradient(top, #dbdbdb 0%, #e2e2e2 100%);
background-image: -webkit-gradient(linear, left top, left bottom, from(#dbdbdb), to(#e2e2e2));
background-image: linear-gradient(to bottom, #dbdbdb 0%, #e2e2e2 100%);
filter: progid:DXImageTransform.Microsoft.gradient(startColorstr='#ffdbdbdb', endColorstr='#ffe2e2e2', GradientType=0);
background-repeat: repeat-x;
-webkit-box-shadow: inset 0 3px 9px rgba(0, 0, 0, .075);
box-shadow: inset 0 3px 9px rgba(0, 0, 0, .075);
}
.navbar-brand,
.navbar-nav > li > a {
text-shadow: 0 1px 0 rgba(255, 255, 255, .25);
}
.navbar-inverse {
background-image: -webkit-linear-gradient(top, #3c3c3c 0%, #222 100%);
background-image: -o-linear-gradient(top, #3c3c3c 0%, #222 100%);
background-image: -webkit-gradient(linear, left top, left bottom, from(#3c3c3c), to(#222));
background-image: linear-gradient(to bottom, #3c3c3c 0%, #222 100%);
filter: progid:DXImageTransform.Microsoft.gradient(startColorstr='#ff3c3c3c', endColorstr='#ff222222', GradientType=0);
filter: progid:DXImageTransform.Microsoft.gradient(enabled = false);
background-repeat: repeat-x;
border-radius: 4px;
}
.navbar-inverse .navbar-nav > .open > a,
.navbar-inverse .navbar-nav > .active > a {
background-image: -webkit-linear-gradient(top, #080808 0%, #0f0f0f 100%);
background-image: -o-linear-gradient(top, #080808 0%, #0f0f0f 100%);
background-image: -webkit-gradient(linear, left top, left bottom, from(#080808), to(#0f0f0f));
background-image: linear-gradient(to bottom, #080808 0%, #0f0f0f 100%);
filter: progid:DXImageTransform.Microsoft.gradient(startColorstr='#ff080808', endColorstr='#ff0f0f0f', GradientType=0);
background-repeat: repeat-x;
-webkit-box-shadow: inset 0 3px 9px rgba(0, 0, 0, .25);
box-shadow: inset 0 3px 9px rgba(0, 0, 0, .25);
}
.navbar-inverse .navbar-brand,
.navbar-inverse .navbar-nav > li > a {
text-shadow: 0 -1px 0 rgba(0, 0, 0, .25);
}
.navbar-static-top,
.navbar-fixed-top,
.navbar-fixed-bottom {
border-radius: 0;
}
@media (max-width: 767px) {
.navbar .navbar-nav .open .dropdown-menu > .active > a,
.navbar .navbar-nav .open .dropdown-menu > .active > a:hover,
.navbar .navbar-nav .open .dropdown-menu > .active > a:focus {
color: #fff;
background-image: -webkit-linear-gradient(top, #337ab7 0%, #2e6da4 100%);
background-image: -o-linear-gradient(top, #337ab7 0%, #2e6da4 100%);
background-image: -webkit-gradient(linear, left top, left bottom, from(#337ab7), to(#2e6da4));
background-image: linear-gradient(to bottom, #337ab7 0%, #2e6da4 100%);
filter: progid:DXImageTransform.Microsoft.gradient(startColorstr='#ff337ab7', endColorstr='#ff2e6da4', GradientType=0);
background-repeat: repeat-x;
}
}
.alert {
text-shadow: 0 1px 0 rgba(255, 255, 255, .2);
-webkit-box-shadow: inset 0 1px 0 rgba(255, 255, 255, .25), 0 1px 2px rgba(0, 0, 0, .05);
box-shadow: inset 0 1px 0 rgba(255, 255, 255, .25), 0 1px 2px rgba(0, 0, 0, .05);
}
.alert-success {
background-image: -webkit-linear-gradient(top, #dff0d8 0%, #c8e5bc 100%);
background-image: -o-linear-gradient(top, #dff0d8 0%, #c8e5bc 100%);
background-image: -webkit-gradient(linear, left top, left bottom, from(#dff0d8), to(#c8e5bc));
background-image: linear-gradient(to bottom, #dff0d8 0%, #c8e5bc 100%);
filter: progid:DXImageTransform.Microsoft.gradient(startColorstr='#ffdff0d8', endColorstr='#ffc8e5bc', GradientType=0);
background-repeat: repeat-x;
border-color: #b2dba1;
}
.alert-info {
background-image: -webkit-linear-gradient(top, #d9edf7 0%, #b9def0 100%);
background-image: -o-linear-gradient(top, #d9edf7 0%, #b9def0 100%);
background-image: -webkit-gradient(linear, left top, left bottom, from(#d9edf7), to(#b9def0));
background-image: linear-gradient(to bottom, #d9edf7 0%, #b9def0 100%);
filter: progid:DXImageTransform.Microsoft.gradient(startColorstr='#ffd9edf7', endColorstr='#ffb9def0', GradientType=0);
background-repeat: repeat-x;
border-color: #9acfea;
}
.alert-warning {
background-image: -webkit-linear-gradient(top, #fcf8e3 0%, #f8efc0 100%);
background-image: -o-linear-gradient(top, #fcf8e3 0%, #f8efc0 100%);
background-image: -webkit-gradient(linear, left top, left bottom, from(#fcf8e3), to(#f8efc0));
background-image: linear-gradient(to bottom, #fcf8e3 0%, #f8efc0 100%);
filter: progid:DXImageTransform.Microsoft.gradient(startColorstr='#fffcf8e3', endColorstr='#fff8efc0', GradientType=0);
background-repeat: repeat-x;
border-color: #f5e79e;
}
.alert-danger {
background-image: -webkit-linear-gradient(top, #f2dede 0%, #e7c3c3 100%);
background-image: -o-linear-gradient(top, #f2dede 0%, #e7c3c3 100%);
background-image: -webkit-gradient(linear, left top, left bottom, from(#f2dede), to(#e7c3c3));
background-image: linear-gradient(to bottom, #f2dede 0%, #e7c3c3 100%);
filter: progid:DXImageTransform.Microsoft.gradient(startColorstr='#fff2dede', endColorstr='#ffe7c3c3', GradientType=0);
background-repeat: repeat-x;
border-color: #dca7a7;
}
.progress {
background-image: -webkit-linear-gradient(top, #ebebeb 0%, #f5f5f5 100%);
background-image: -o-linear-gradient(top, #ebebeb 0%, #f5f5f5 100%);
background-image: -webkit-gradient(linear, left top, left bottom, from(#ebebeb), to(#f5f5f5));
background-image: linear-gradient(to bottom, #ebebeb 0%, #f5f5f5 100%);
filter: progid:DXImageTransform.Microsoft.gradient(startColorstr='#ffebebeb', endColorstr='#fff5f5f5', GradientType=0);
background-repeat: repeat-x;
}
.progress-bar {
background-image: -webkit-linear-gradient(top, #337ab7 0%, #286090 100%);
background-image: -o-linear-gradient(top, #337ab7 0%, #286090 100%);
background-image: -webkit-gradient(linear, left top, left bottom, from(#337ab7), to(#286090));
background-image: linear-gradient(to bottom, #337ab7 0%, #286090 100%);
filter: progid:DXImageTransform.Microsoft.gradient(startColorstr='#ff337ab7', endColorstr='#ff286090', GradientType=0);
background-repeat: repeat-x;
}
.progress-bar-success {
background-image: -webkit-linear-gradient(top, #5cb85c 0%, #449d44 100%);
background-image: -o-linear-gradient(top, #5cb85c 0%, #449d44 100%);
background-image: -webkit-gradient(linear, left top, left bottom, from(#5cb85c), to(#449d44));
background-image: linear-gradient(to bottom, #5cb85c 0%, #449d44 100%);
filter: progid:DXImageTransform.Microsoft.gradient(startColorstr='#ff5cb85c', endColorstr='#ff449d44', GradientType=0);
background-repeat: repeat-x;
}
.progress-bar-info {
background-image: -webkit-linear-gradient(top, #5bc0de 0%, #31b0d5 100%);
background-image: -o-linear-gradient(top, #5bc0de 0%, #31b0d5 100%);
background-image: -webkit-gradient(linear, left top, left bottom, from(#5bc0de), to(#31b0d5));
background-image: linear-gradient(to bottom, #5bc0de 0%, #31b0d5 100%);
filter: progid:DXImageTransform.Microsoft.gradient(startColorstr='#ff5bc0de', endColorstr='#ff31b0d5', GradientType=0);
background-repeat: repeat-x;
}
.progress-bar-warning {
background-image: -webkit-linear-gradient(top, #f0ad4e 0%, #ec971f 100%);
background-image: -o-linear-gradient(top, #f0ad4e 0%, #ec971f 100%);
background-image: -webkit-gradient(linear, left top, left bottom, from(#f0ad4e), to(#ec971f));
background-image: linear-gradient(to bottom, #f0ad4e 0%, #ec971f 100%);
filter: progid:DXImageTransform.Microsoft.gradient(startColorstr='#fff0ad4e', endColorstr='#ffec971f', GradientType=0);
background-repeat: repeat-x;
}
.progress-bar-danger {
background-image: -webkit-linear-gradient(top, #d9534f 0%, #c9302c 100%);
background-image: -o-linear-gradient(top, #d9534f 0%, #c9302c 100%);
background-image: -webkit-gradient(linear, left top, left bottom, from(#d9534f), to(#c9302c));
background-image: linear-gradient(to bottom, #d9534f 0%, #c9302c 100%);
filter: progid:DXImageTransform.Microsoft.gradient(startColorstr='#ffd9534f', endColorstr='#ffc9302c', GradientType=0);
background-repeat: repeat-x;
}
.progress-bar-striped {
background-image: -webkit-linear-gradient(45deg, rgba(255, 255, 255, .15) 25%, transparent 25%, transparent 50%, rgba(255, 255, 255, .15) 50%, rgba(255, 255, 255, .15) 75%, transparent 75%, transparent);
background-image: -o-linear-gradient(45deg, rgba(255, 255, 255, .15) 25%, transparent 25%, transparent 50%, rgba(255, 255, 255, .15) 50%, rgba(255, 255, 255, .15) 75%, transparent 75%, transparent);
background-image: linear-gradient(45deg, rgba(255, 255, 255, .15) 25%, transparent 25%, transparent 50%, rgba(255, 255, 255, .15) 50%, rgba(255, 255, 255, .15) 75%, transparent 75%, transparent);
}
.list-group {
border-radius: 4px;
-webkit-box-shadow: 0 1px 2px rgba(0, 0, 0, .075);
box-shadow: 0 1px 2px rgba(0, 0, 0, .075);
}
.list-group-item.active,
.list-group-item.active:hover,
.list-group-item.active:focus {
text-shadow: 0 -1px 0 #286090;
background-image: -webkit-linear-gradient(top, #337ab7 0%, #2b669a 100%);
background-image: -o-linear-gradient(top, #337ab7 0%, #2b669a 100%);
background-image: -webkit-gradient(linear, left top, left bottom, from(#337ab7), to(#2b669a));
background-image: linear-gradient(to bottom, #337ab7 0%, #2b669a 100%);
filter: progid:DXImageTransform.Microsoft.gradient(startColorstr='#ff337ab7', endColorstr='#ff2b669a', GradientType=0);
background-repeat: repeat-x;
border-color: #2b669a;
}
.list-group-item.active .badge,
.list-group-item.active:hover .badge,
.list-group-item.active:focus .badge {
text-shadow: none;
}
.panel {
-webkit-box-shadow: 0 1px 2px rgba(0, 0, 0, .05);
box-shadow: 0 1px 2px rgba(0, 0, 0, .05);
}
.panel-default > .panel-heading {
background-image: -webkit-linear-gradient(top, #f5f5f5 0%, #e8e8e8 100%);
background-image: -o-linear-gradient(top, #f5f5f5 0%, #e8e8e8 100%);
background-image: -webkit-gradient(linear, left top, left bottom, from(#f5f5f5), to(#e8e8e8));
background-image: linear-gradient(to bottom, #f5f5f5 0%, #e8e8e8 100%);
filter: progid:DXImageTransform.Microsoft.gradient(startColorstr='#fff5f5f5', endColorstr='#ffe8e8e8', GradientType=0);
background-repeat: repeat-x;
}
.panel-primary > .panel-heading {
background-image: -webkit-linear-gradient(top, #337ab7 0%, #2e6da4 100%);
background-image: -o-linear-gradient(top, #337ab7 0%, #2e6da4 100%);
background-image: -webkit-gradient(linear, left top, left bottom, from(#337ab7), to(#2e6da4));
background-image: linear-gradient(to bottom, #337ab7 0%, #2e6da4 100%);
filter: progid:DXImageTransform.Microsoft.gradient(startColorstr='#ff337ab7', endColorstr='#ff2e6da4', GradientType=0);
background-repeat: repeat-x;
}
.panel-success > .panel-heading {
background-image: -webkit-linear-gradient(top, #dff0d8 0%, #d0e9c6 100%);
background-image: -o-linear-gradient(top, #dff0d8 0%, #d0e9c6 100%);
background-image: -webkit-gradient(linear, left top, left bottom, from(#dff0d8), to(#d0e9c6));
background-image: linear-gradient(to bottom, #dff0d8 0%, #d0e9c6 100%);
filter: progid:DXImageTransform.Microsoft.gradient(startColorstr='#ffdff0d8', endColorstr='#ffd0e9c6', GradientType=0);
background-repeat: repeat-x;
}
.panel-info > .panel-heading {
background-image: -webkit-linear-gradient(top, #d9edf7 0%, #c4e3f3 100%);
background-image: -o-linear-gradient(top, #d9edf7 0%, #c4e3f3 100%);
background-image: -webkit-gradient(linear, left top, left bottom, from(#d9edf7), to(#c4e3f3));
background-image: linear-gradient(to bottom, #d9edf7 0%, #c4e3f3 100%);
filter: progid:DXImageTransform.Microsoft.gradient(startColorstr='#ffd9edf7', endColorstr='#ffc4e3f3', GradientType=0);
background-repeat: repeat-x;
}
.panel-warning > .panel-heading {
background-image: -webkit-linear-gradient(top, #fcf8e3 0%, #faf2cc 100%);
background-image: -o-linear-gradient(top, #fcf8e3 0%, #faf2cc 100%);
background-image: -webkit-gradient(linear, left top, left bottom, from(#fcf8e3), to(#faf2cc));
background-image: linear-gradient(to bottom, #fcf8e3 0%, #faf2cc 100%);
filter: progid:DXImageTransform.Microsoft.gradient(startColorstr='#fffcf8e3', endColorstr='#fffaf2cc', GradientType=0);
background-repeat: repeat-x;
}
.panel-danger > .panel-heading {
background-image: -webkit-linear-gradient(top, #f2dede 0%, #ebcccc 100%);
background-image: -o-linear-gradient(top, #f2dede 0%, #ebcccc 100%);
background-image: -webkit-gradient(linear, left top, left bottom, from(#f2dede), to(#ebcccc));
background-image: linear-gradient(to bottom, #f2dede 0%, #ebcccc 100%);
filter: progid:DXImageTransform.Microsoft.gradient(startColorstr='#fff2dede', endColorstr='#ffebcccc', GradientType=0);
background-repeat: repeat-x;
}
.well {
background-image: -webkit-linear-gradient(top, #e8e8e8 0%, #f5f5f5 100%);
background-image: -o-linear-gradient(top, #e8e8e8 0%, #f5f5f5 100%);
background-image: -webkit-gradient(linear, left top, left bottom, from(#e8e8e8), to(#f5f5f5));
background-image: linear-gradient(to bottom, #e8e8e8 0%, #f5f5f5 100%);
filter: progid:DXImageTransform.Microsoft.gradient(startColorstr='#ffe8e8e8', endColorstr='#fff5f5f5', GradientType=0);
background-repeat: repeat-x;
border-color: #dcdcdc;
-webkit-box-shadow: inset 0 1px 3px rgba(0, 0, 0, .05), 0 1px 0 rgba(255, 255, 255, .1);
box-shadow: inset 0 1px 3px rgba(0, 0, 0, .05), 0 1px 0 rgba(255, 255, 255, .1);
}
/*# sourceMappingURL=bootstrap-theme.css.map */

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@ -1,3 +1,7 @@
html {
font-size: 16px;
}
#head {
height:160px;
line-height: 160px;
@ -33,7 +37,7 @@
font-size: 70.7%;
}
body {
#wrapper {
display: grid;
grid-template-columns: 300px auto;
}
@ -61,6 +65,13 @@ body {
text-align: right;
}
/* Highlights */
.negative {
color: #d50000;
}
.zero {
color: #888888;
}
.future {
background-color: #cccccc;
}

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@ -14,15 +14,25 @@
<div class="modal-content">
<div class="modal-header">
<h5 class="modal-title">New Transaction</h5>
<button type="button" class="close" data-dismiss="modal" aria-label="Close">
<button type="button" class="close" data-bs-dismiss="modal" aria-label="Close">
<span aria-hidden="true">&times;</span>
</button>
</div>
<form id="newtransactionform" action="/api/v1/transaction/new" method="POST">
<div class="modal-body">
<input type="hidden" name="account_id" value="{{.Account.ID}}" />
<div class="form-group">
<label for="category_id">Category</label>
<select name="category_id" class="form-control">
<option value="">-- none --</option>
{{range .Categories}}
<option value="{{.ID}}">{{.Group}} : {{.Name}}</option>
{{end}}
</select>
</div>
<div class="form-group">
<label for="date">Date</label>
<input type="date" name="date" class="form-control" value="{{.Now}}" />
<input type="date" name="date" class="form-control" value="{{now.Format "2006-01-02"}}" />
</div>
<div class="form-group">
<label for="memo">Memo</label>
@ -34,7 +44,7 @@
</div>
</div>
<div class="modal-footer">
<button type="button" class="btn btn-secondary" data-dismiss="modal">Close</button>
<button type="button" class="btn btn-secondary" data-bs-dismiss="modal">Close</button>
<input type="submit" class="btn btn-primary" value="Create" class="form-control" />
</div>
</form>

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@ -0,0 +1,64 @@
{{template "base" .}}
{{define "title"}}{{.Account.Name}}{{end}}
{{define "main"}}
<div>
<script>
$(document).ready(function () {
$('#errorcreatingtransaction').hide();
$('#newtransactionform').ajaxForm({
error: function() {
$('#errorcreatingtransaction').show();
}
});
});
</script>
<div class="modal-header">
<h5 class="modal-title">Edit Transaction</h5>
<button type="button" class="close" data-bs-dismiss="modal" aria-label="Close">
<span aria-hidden="true">&times;</span>
</button>
</div>
<form id="newtransactionform" action="/api/v1/transaction/{{.Transaction.ID}}" method="POST">
<div class="modal-body">
<input type="hidden" name="account_id" value="{{.Account.ID}}" />
<div class="form-group">
<label for="category_id">Category</label>
<select name="category_id" class="form-control">
<option value="" {{if not $.Transaction.CategoryID.Valid}}selected{{end}}>-- none --</option>
{{range .Categories}}
<option value="{{.ID}}" {{if and $.Transaction.CategoryID.Valid (eq .ID $.Transaction.CategoryID.UUID)}}selected{{end}}>{{.Group}} : {{.Name}}</option>
{{- end}}
</select>
</div>
<div class="form-group">
<label for="payee_id">Payee</label>
<select name="payee_id" class="form-control">
<option value="" {{if not $.Transaction.PayeeID.Valid}}selected{{end}}>-- none --</option>
{{range .Payees}}
<option value="{{.ID}}" {{if and $.Transaction.PayeeID.Valid (eq .ID $.Transaction.PayeeID.UUID)}}selected{{end}}>{{.Name}}</option>
{{- end}}
</select>
</div>
<div class="form-group">
<label for="date">Date</label>
<input type="date" name="date" class="form-control" value="{{.Transaction.Date.Format "2006-01-02"}}" />
</div>
<div class="form-group">
<label for="memo">Memo</label>
<input type="text" name="memo" class="form-control" value="{{.Transaction.Memo}}" />
</div>
<div class="form-group">
<label for="amount">Amount</label>
<input type="number" name="amount" class="form-control" placeholder="0.00" value="{{printf "%.2f" .Transaction.Amount.GetFloat64}}" />
</div>
</div>
<div class="modal-footer">
<button type="button" class="btn btn-secondary" data-bs-dismiss="modal">Close</button>
<input type="submit" class="btn btn-primary" name="create" value="Create" class="form-control" />
<input type="submit" class="btn btn-danger" name="delete" value="Delete" class="form-control" />
</div>
</form>
</div>
{{end}}