update money tracker

src/routes/projects/money-tracker/+page.server.ts

@@ -7,7 +7,8 @@ import {
 	moneyUtilitySettings,
 	moneyUtilityReadings,
 	moneyWishlist,
-	moneyInsurances
+	moneyInsurances,
+	moneyProjectionSettings
 } from '$lib/server/db/schema';
 import { requireAdmin } from '$lib/server/authorization';
 import {
@@ -38,7 +39,8 @@ export const load: PageServerLoad = async (event) => {
 		utilitySettings,
 		utilityReadings,
 		wishlist,
-		insurances
+		insurances,
+		projectionSettings
 	] = await Promise.all([
 		db
 			.select()
@@ -75,7 +77,8 @@ export const load: PageServerLoad = async (event) => {
 			.select()
 			.from(moneyInsurances)
 			.where(eq(moneyInsurances.userId, userId))
-			.orderBy(asc(moneyInsurances.name))
+			.orderBy(asc(moneyInsurances.name)),
+		db.select().from(moneyProjectionSettings).where(eq(moneyProjectionSettings.userId, userId))
 	]);
 	return {
 		accounts,
@@ -85,7 +88,9 @@ export const load: PageServerLoad = async (event) => {
 		utilitySettings,
 		utilityReadings,
 		wishlist,
-		insurances
+		insurances,
+		projectionSettings: projectionSettings[0] ?? null,
+		today: new Date().toISOString().slice(0, 10)
 	};
 };
 
@@ -111,18 +116,20 @@ export const actions: Actions = {
 		const form = await event.request.formData();
 		const name = textField(form, 'name', 80);
 		const openingBalanceCents = cents(form.get('openingBalance'));
-		if (!name || openingBalanceCents == null)
+		const kind = String(form.get('kind') ?? 'spendable');
+		if (!name || openingBalanceCents == null || !['spendable', 'investment'].includes(kind))
 			return invalid('Enter an account name and a valid opening balance.');
 		const id = recordId(form);
 		try {
 			if (id) {
 				const [row] = await db
 					.update(moneyAccounts)
-					.set({ name, openingBalanceCents })
+					.set({ name, openingBalanceCents, kind })
 					.where(and(eq(moneyAccounts.id, id), eq(moneyAccounts.userId, user.id)))
 					.returning({ id: moneyAccounts.id });
 				if (!row) error(404, 'Account not found');
-			} else await db.insert(moneyAccounts).values({ userId: user.id, name, openingBalanceCents });
+			} else
+				await db.insert(moneyAccounts).values({ userId: user.id, name, openingBalanceCents, kind });
 		} catch (cause) {
 			if (typeof cause === 'object' && cause && 'code' in cause && cause.code === '23505')
 				return invalid('An account with that name already exists.');
@@ -182,10 +189,21 @@ export const actions: Actions = {
 		const name = textField(form, 'name', 200);
 		const amountCents = cents(form.get('amount'));
 		const period = cadence(form.get('cadence'));
-		if (!name || amountCents == null || !period)
+		const startsOnRaw = String(form.get('startsOn') ?? '').trim();
+		const endsOnRaw = String(form.get('endsOn') ?? '').trim();
+		const startsOn = startsOnRaw ? validDate(startsOnRaw) : null;
+		const endsOn = endsOnRaw ? validDate(endsOnRaw) : null;
+		if (
+			!name ||
+			amountCents == null ||
+			!period ||
+			(startsOnRaw && !startsOn) ||
+			(endsOnRaw && !endsOn) ||
+			(startsOn && endsOn && endsOn < startsOn)
+		)
 			return invalid('Enter a name, valid signed amount and frequency.');
 		const accountId = await ownedAccount(user.id, form.get('accountId'), true);
-		const values = { name, amountCents, cadence: period, accountId };
+		const values = { name, amountCents, cadence: period, accountId, startsOn, endsOn };
 		const id = recordId(form);
 		if (id) {
 			const [row] = await db
@@ -236,6 +254,59 @@ export const actions: Actions = {
 			.where(and(eq(moneyForecasts.id, id), eq(moneyForecasts.userId, user.id)));
 		return { saved: true };
 	},
+	saveProjectionSettings: async (event) => {
+		const user = requireAdmin(event);
+		const form = await event.request.formData();
+		const investmentAccountId = await ownedAccount(user.id, form.get('investmentAccountId'), true);
+		if (investmentAccountId !== null) {
+			const [account] = await db
+				.select({ kind: moneyAccounts.kind })
+				.from(moneyAccounts)
+				.where(and(eq(moneyAccounts.id, investmentAccountId), eq(moneyAccounts.userId, user.id)));
+			if (account?.kind !== 'investment') return invalid('Choose an investment account.');
+		}
+		const reserveCents = cents(form.get('reserve'));
+		const fixedMonthlyCents = cents(form.get('fixedMonthly'));
+		const annualReturnPercent = String(form.get('annualReturnPercent') ?? '')
+			.trim()
+			.replace(',', '.');
+		const contributionMode = String(form.get('contributionMode') ?? 'excess');
+		const endDateRaw = String(form.get('endDate') ?? '').trim();
+		const endDate = endDateRaw ? validDate(endDateRaw) : null;
+		const maxEndDate = new Date();
+		maxEndDate.setUTCFullYear(maxEndDate.getUTCFullYear() + 20);
+		if (
+			reserveCents == null ||
+			reserveCents < 0 ||
+			fixedMonthlyCents == null ||
+			fixedMonthlyCents < 0 ||
+			!/^(?:\d{1,2}|100)(?:\.\d{1,2})?$/.test(annualReturnPercent) ||
+			Number(annualReturnPercent) > 100 ||
+			!['excess', 'fixed'].includes(contributionMode) ||
+			(endDateRaw && !endDate) ||
+			(endDate &&
+				(endDate < new Date().toISOString().slice(0, 10) ||
+					endDate > maxEndDate.toISOString().slice(0, 10)))
+		)
+			return invalid('Enter valid projection settings.');
+		const values = {
+			investmentAccountId,
+			reserveCents,
+			fixedMonthlyCents,
+			annualReturnPercent,
+			contributionMode,
+			includeRecurring: form.get('includeRecurring') === 'on' ? 1 : 0,
+			endDate
+		};
+		await db
+			.insert(moneyProjectionSettings)
+			.values({ userId: user.id, ...values })
+			.onConflictDoUpdate({
+				target: moneyProjectionSettings.userId,
+				set: values
+			});
+		return { saved: true };
+	},
 	saveUtilitySettings: async (event) => {
 		const user = requireAdmin(event);
 		const form = await event.request.formData();
@@ -300,14 +371,18 @@ export const actions: Actions = {
 		const name = textField(form, 'name', 200);
 		const estimatedCents = cents(form.get('estimated'), true);
 		const notes = optionalText(form, 'notes');
+		const priority = Number(form.get('priority') ?? 3);
 		if (
 			!name ||
 			estimatedCents === undefined ||
 			notes === undefined ||
-			(estimatedCents !== null && estimatedCents < 0)
+			(estimatedCents !== null && estimatedCents < 0) ||
+			!Number.isInteger(priority) ||
+			priority < 1 ||
+			priority > 5
 		)
 			return invalid('Enter a name and a valid estimated cost.');
-		const values = { name, estimatedCents, notes };
+		const values = { name, estimatedCents, notes, priority };
 		const id = recordId(form);
 		if (id) {
 			const [row] = await db