Stan Runge
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410 lines
14 KiB
TypeScript
410 lines
14 KiB
TypeScript
import { db } from '$lib/server/db';
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import {
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moneyAccounts,
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moneyTransactions,
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moneyRecurring,
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moneyForecasts,
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moneyUtilitySettings,
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moneyUtilityReadings,
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moneyWishlist,
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moneyInsurances
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} from '$lib/server/db/schema';
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import { requireAdmin } from '$lib/server/authorization';
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import {
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type ImportedTransaction,
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cadence,
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cents,
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invalid,
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optionalText,
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parseTransactionImport,
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positiveId,
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textField,
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utilityKind,
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validDate
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} from '$lib/server/money-tracker';
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import { and, asc, desc, eq } from 'drizzle-orm';
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import { error, redirect } from '@sveltejs/kit';
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import type { Actions, PageServerLoad } from './$types';
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export const load: PageServerLoad = async (event) => {
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if (!event.locals.user) redirect(303, '/login?returnTo=/projects/money-tracker');
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const user = requireAdmin(event);
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const userId = user.id;
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const [
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accounts,
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transactions,
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recurring,
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forecasts,
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utilitySettings,
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utilityReadings,
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wishlist,
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insurances
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] = await Promise.all([
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db
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.select()
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.from(moneyAccounts)
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.where(eq(moneyAccounts.userId, userId))
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.orderBy(asc(moneyAccounts.name)),
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db
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.select()
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.from(moneyTransactions)
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.where(eq(moneyTransactions.userId, userId))
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.orderBy(asc(moneyTransactions.date), asc(moneyTransactions.id)),
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db
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.select()
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.from(moneyRecurring)
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.where(eq(moneyRecurring.userId, userId))
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.orderBy(asc(moneyRecurring.name)),
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db
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.select()
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.from(moneyForecasts)
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.where(eq(moneyForecasts.userId, userId))
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.orderBy(asc(moneyForecasts.date)),
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db.select().from(moneyUtilitySettings).where(eq(moneyUtilitySettings.userId, userId)),
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db
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.select()
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.from(moneyUtilityReadings)
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.where(eq(moneyUtilityReadings.userId, userId))
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.orderBy(asc(moneyUtilityReadings.date)),
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db
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.select()
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.from(moneyWishlist)
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.where(eq(moneyWishlist.userId, userId))
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.orderBy(desc(moneyWishlist.createdAt)),
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db
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.select()
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.from(moneyInsurances)
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.where(eq(moneyInsurances.userId, userId))
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.orderBy(asc(moneyInsurances.name))
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]);
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return {
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accounts,
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transactions,
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recurring,
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forecasts,
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utilitySettings,
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utilityReadings,
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wishlist,
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insurances
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};
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};
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async function ownedAccount(userId: string, value: FormDataEntryValue | null, optional = false) {
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if (optional && !value) return null;
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const id = positiveId(value);
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if (!id) error(400, 'Choose an account.');
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const [account] = await db
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.select({ id: moneyAccounts.id })
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.from(moneyAccounts)
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.where(and(eq(moneyAccounts.id, id), eq(moneyAccounts.userId, userId)));
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if (!account) error(400, 'Choose an account you own.');
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return account.id;
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}
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function recordId(form: FormData) {
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return positiveId(form.get('id'));
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}
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export const actions: Actions = {
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saveAccount: async (event) => {
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const user = requireAdmin(event);
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const form = await event.request.formData();
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const name = textField(form, 'name', 80);
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const openingBalanceCents = cents(form.get('openingBalance'));
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if (!name || openingBalanceCents == null)
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return invalid('Enter an account name and a valid opening balance.');
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const id = recordId(form);
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try {
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if (id) {
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const [row] = await db
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.update(moneyAccounts)
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.set({ name, openingBalanceCents })
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.where(and(eq(moneyAccounts.id, id), eq(moneyAccounts.userId, user.id)))
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.returning({ id: moneyAccounts.id });
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if (!row) error(404, 'Account not found');
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} else await db.insert(moneyAccounts).values({ userId: user.id, name, openingBalanceCents });
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} catch (cause) {
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if (typeof cause === 'object' && cause && 'code' in cause && cause.code === '23505')
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return invalid('An account with that name already exists.');
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throw cause;
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}
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return { saved: true };
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},
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deleteAccount: async (event) => {
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const user = requireAdmin(event);
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const id = recordId(await event.request.formData());
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if (!id) return invalid('Invalid account.');
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try {
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await db
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.delete(moneyAccounts)
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.where(and(eq(moneyAccounts.id, id), eq(moneyAccounts.userId, user.id)));
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} catch (cause) {
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if (typeof cause === 'object' && cause && 'code' in cause && cause.code === '23503')
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return invalid('Remove or move this account’s transactions before deleting it.');
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throw cause;
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}
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return { saved: true };
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},
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saveTransaction: async (event) => {
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const user = requireAdmin(event);
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const form = await event.request.formData();
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const date = validDate(form.get('date'));
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const description = textField(form, 'description', 500);
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const amountCents = cents(form.get('amount'));
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if (!date || !description || amountCents == null)
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return invalid('Enter a date, description and valid signed amount.');
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const accountId = await ownedAccount(user.id, form.get('accountId'));
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if (!accountId) return invalid('Choose an account.');
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const values = { date, description, amountCents, accountId };
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const id = recordId(form);
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if (id) {
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const [row] = await db
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.update(moneyTransactions)
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.set(values)
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.where(and(eq(moneyTransactions.id, id), eq(moneyTransactions.userId, user.id)))
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.returning({ id: moneyTransactions.id });
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if (!row) error(404, 'Transaction not found');
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} else await db.insert(moneyTransactions).values({ ...values, userId: user.id });
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return { saved: true };
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},
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deleteTransaction: async (event) => {
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const user = requireAdmin(event);
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const id = recordId(await event.request.formData());
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if (!id) return invalid('Invalid transaction.');
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await db
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.delete(moneyTransactions)
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.where(and(eq(moneyTransactions.id, id), eq(moneyTransactions.userId, user.id)));
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return { saved: true };
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},
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saveRecurring: async (event) => {
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const user = requireAdmin(event);
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const form = await event.request.formData();
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const name = textField(form, 'name', 200);
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const amountCents = cents(form.get('amount'));
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const period = cadence(form.get('cadence'));
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if (!name || amountCents == null || !period)
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return invalid('Enter a name, valid signed amount and frequency.');
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const accountId = await ownedAccount(user.id, form.get('accountId'), true);
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const values = { name, amountCents, cadence: period, accountId };
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const id = recordId(form);
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if (id) {
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const [row] = await db
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.update(moneyRecurring)
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.set(values)
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.where(and(eq(moneyRecurring.id, id), eq(moneyRecurring.userId, user.id)))
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.returning({ id: moneyRecurring.id });
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if (!row) error(404, 'Recurring item not found');
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} else await db.insert(moneyRecurring).values({ ...values, userId: user.id });
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return { saved: true };
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},
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deleteRecurring: async (event) => {
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const user = requireAdmin(event);
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const id = recordId(await event.request.formData());
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if (!id) return invalid('Invalid recurring item.');
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await db
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.delete(moneyRecurring)
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.where(and(eq(moneyRecurring.id, id), eq(moneyRecurring.userId, user.id)));
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return { saved: true };
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},
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saveForecast: async (event) => {
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const user = requireAdmin(event);
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const form = await event.request.formData();
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const date = validDate(form.get('date'));
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const description = textField(form, 'description', 500);
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const amountCents = cents(form.get('amount'));
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if (!date || !description || amountCents == null)
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return invalid('Enter a date, description and valid signed amount.');
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const accountId = await ownedAccount(user.id, form.get('accountId'), true);
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const values = { date, description, amountCents, accountId };
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const id = recordId(form);
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if (id) {
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const [row] = await db
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.update(moneyForecasts)
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.set(values)
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.where(and(eq(moneyForecasts.id, id), eq(moneyForecasts.userId, user.id)))
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.returning({ id: moneyForecasts.id });
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if (!row) error(404, 'Forecast not found');
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} else await db.insert(moneyForecasts).values({ ...values, userId: user.id });
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return { saved: true };
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},
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deleteForecast: async (event) => {
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const user = requireAdmin(event);
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const id = recordId(await event.request.formData());
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if (!id) return invalid('Invalid forecast.');
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await db
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.delete(moneyForecasts)
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.where(and(eq(moneyForecasts.id, id), eq(moneyForecasts.userId, user.id)));
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return { saved: true };
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},
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saveUtilitySettings: async (event) => {
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const user = requireAdmin(event);
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const form = await event.request.formData();
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const kind = utilityKind(form.get('kind'));
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const rate = String(form.get('ratePerUnit') ?? '')
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.trim()
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.replace(',', '.');
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const monthlyAdvanceCents = cents(form.get('monthlyAdvance'));
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const billingStartRaw = String(form.get('billingStart') ?? '').trim();
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const billingStart = billingStartRaw ? validDate(billingStartRaw) : null;
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if (
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!kind ||
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!/^\d{1,7}(?:\.\d{1,4})?$/.test(rate) ||
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monthlyAdvanceCents == null ||
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monthlyAdvanceCents < 0 ||
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(billingStartRaw && !billingStart)
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)
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return invalid('Enter a non-negative unit rate and monthly advance.');
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await db
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.insert(moneyUtilitySettings)
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.values({ userId: user.id, kind, ratePerUnit: rate, monthlyAdvanceCents, billingStart })
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.onConflictDoUpdate({
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target: [moneyUtilitySettings.userId, moneyUtilitySettings.kind],
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set: { ratePerUnit: rate, monthlyAdvanceCents, billingStart }
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});
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return { saved: true };
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},
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saveReading: async (event) => {
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const user = requireAdmin(event);
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const form = await event.request.formData();
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const kind = utilityKind(form.get('kind'));
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const date = validDate(form.get('date'));
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const reading = String(form.get('reading') ?? '')
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.trim()
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.replace(',', '.');
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if (!kind || !date || !/^\d{1,9}(?:\.\d{1,3})?$/.test(reading))
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return invalid('Enter a valid meter reading and date.');
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const id = recordId(form);
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const values = { kind, date, reading };
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if (id) {
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const [row] = await db
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.update(moneyUtilityReadings)
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.set(values)
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.where(and(eq(moneyUtilityReadings.id, id), eq(moneyUtilityReadings.userId, user.id)))
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.returning({ id: moneyUtilityReadings.id });
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if (!row) error(404, 'Reading not found');
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} else await db.insert(moneyUtilityReadings).values({ ...values, userId: user.id });
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return { saved: true };
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},
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deleteReading: async (event) => {
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const user = requireAdmin(event);
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const id = recordId(await event.request.formData());
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if (!id) return invalid('Invalid reading.');
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await db
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.delete(moneyUtilityReadings)
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.where(and(eq(moneyUtilityReadings.id, id), eq(moneyUtilityReadings.userId, user.id)));
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return { saved: true };
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},
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saveWishlist: async (event) => {
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const user = requireAdmin(event);
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const form = await event.request.formData();
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const name = textField(form, 'name', 200);
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const estimatedCents = cents(form.get('estimated'), true);
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const notes = optionalText(form, 'notes');
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if (
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!name ||
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estimatedCents === undefined ||
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notes === undefined ||
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(estimatedCents !== null && estimatedCents < 0)
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)
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return invalid('Enter a name and a valid estimated cost.');
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const values = { name, estimatedCents, notes };
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const id = recordId(form);
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if (id) {
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const [row] = await db
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.update(moneyWishlist)
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.set(values)
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.where(and(eq(moneyWishlist.id, id), eq(moneyWishlist.userId, user.id)))
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.returning({ id: moneyWishlist.id });
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if (!row) error(404, 'Wish list item not found');
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} else await db.insert(moneyWishlist).values({ ...values, userId: user.id });
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return { saved: true };
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},
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deleteWishlist: async (event) => {
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const user = requireAdmin(event);
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const id = recordId(await event.request.formData());
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if (!id) return invalid('Invalid wish list item.');
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await db
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.delete(moneyWishlist)
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.where(and(eq(moneyWishlist.id, id), eq(moneyWishlist.userId, user.id)));
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return { saved: true };
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},
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saveInsurance: async (event) => {
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const user = requireAdmin(event);
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const form = await event.request.formData();
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const name = textField(form, 'name', 200);
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const provider = optionalText(form, 'provider', 200);
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const coverage = optionalText(form, 'coverage');
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const premiumCents = cents(form.get('premium'), true);
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const period = cadence(form.get('cadence'));
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if (
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!name ||
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provider === undefined ||
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coverage === undefined ||
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premiumCents === undefined ||
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(premiumCents !== null && premiumCents < 0) ||
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!period
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)
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return invalid('Enter an insurance name and valid premium.');
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const values = { name, provider, coverage, premiumCents, cadence: period };
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const id = recordId(form);
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if (id) {
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const [row] = await db
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.update(moneyInsurances)
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.set(values)
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.where(and(eq(moneyInsurances.id, id), eq(moneyInsurances.userId, user.id)))
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.returning({ id: moneyInsurances.id });
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if (!row) error(404, 'Insurance not found');
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} else await db.insert(moneyInsurances).values({ ...values, userId: user.id });
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return { saved: true };
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},
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deleteInsurance: async (event) => {
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const user = requireAdmin(event);
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const id = recordId(await event.request.formData());
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if (!id) return invalid('Invalid insurance.');
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await db
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.delete(moneyInsurances)
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.where(and(eq(moneyInsurances.id, id), eq(moneyInsurances.userId, user.id)));
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return { saved: true };
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},
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importTransactions: async (event) => {
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const user = requireAdmin(event);
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const form = await event.request.formData();
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const file = form.get('file');
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if (!(file instanceof File) || !file.size || file.size > 2_000_000)
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return invalid('Choose a CSV or TSV file under 2 MB.');
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let parsed: ImportedTransaction[];
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try {
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parsed = parseTransactionImport(await file.text());
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} catch (cause) {
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return invalid(cause instanceof Error ? cause.message : 'Invalid CSV.');
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}
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await db.transaction(async (tx) => {
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const existing = await tx
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.select()
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.from(moneyAccounts)
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.where(eq(moneyAccounts.userId, user.id));
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const ids = new Map(existing.map((account) => [account.name.toLowerCase(), account.id]));
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for (const name of [...new Set(parsed.map((row) => row.account))]) {
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if (ids.has(name.toLowerCase())) continue;
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const [account] = await tx
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.insert(moneyAccounts)
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.values({ userId: user.id, name })
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.returning({ id: moneyAccounts.id });
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ids.set(name.toLowerCase(), account.id);
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}
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for (let i = 0; i < parsed.length; i += 500) {
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await tx.insert(moneyTransactions).values(
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parsed.slice(i, i + 500).map((row) => ({
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userId: user.id,
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accountId: ids.get(row.account.toLowerCase())!,
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date: row.date,
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description: row.description,
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amountCents: row.amountCents
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}))
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);
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}
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});
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return { imported: parsed.length };
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}
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};
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