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kinda there

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Casey Timm
2025-07-18 23:02:01 -04:00
parent 3e7572f3a3
commit 3225ebb986
28 changed files with 1665 additions and 475 deletions
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578
src/lib/db.js
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@ -1,173 +1,211 @@
// db.js
import postgres from 'postgres'
import postgres from 'postgres';
const db = postgres({ host:'192.168.1.126', username:'budget', password:'budget', database:'budget'}) // will use psql environment variables
const db = postgres({
host: '192.168.1.126',
username: 'budget',
password: 'budget',
database: 'budget'
}); // will use psql environment variables
export { db };
export async function getTotal() {
const result = await db`
select sum(balance) as total
from account
where in_total is true
`;
// result = Result [{ total: 1000.00 }]
return result[0].total;
}
export async function setAccountInTotal(accountId, total) {
return await db`
return await db`
update account
set in_total = ${total}
where id = ${accountId}
`
`;
}
export async function setAccountHide(accountId, hide) {
return await db`
return await db`
update account
set hide = ${hide}
where id = ${accountId}
`
`;
}
export async function addBudget(name, notes) {
const result = await db`
insert into budget (name, notes)
values (${name}, ${notes})
returning id
`;
// result = Result [{ id: 1 }]
return result[0].id;
}
export async function deleteBudget(id) {
return await db`
UPDATE budget
SET delete = true
WHERE id = ${id}
`
}
export async function createBudgetTable() {
return await db`
create table if not exists budget (
id serial primary key,
name text not null,
amount numeric(10,2) not null,
notes text,
delete boolean default false
)
`
}
export async function createBudgetTransactionTable() {
return await db`
create table if not exists budget_transaction (
id serial primary key,
budget_id integer not null references budget(id),
transaction_id text not null references transaction(id),
amount numeric(10,2) not null
)`
}
export async function addBudget(name, amount, notes) {
const result = await db`
insert into budget (name, amount, notes)
values (${name}, ${amount}, ${notes})
returning id
`
// result = Result [{ id: 1 }]
return result[0].id
}
export async function deleteBudget(id) {
const result = await db`
delete from budget
const result = await db`
update budget
set delete = true
where id = ${id}
`
// result = Result [{ id: 1 }]
return result
`;
// result = Result [{ id: 1 }]
return result;
}
export async function restoreBudget(id) {
const result = await db`
update budget
set delete = false
where id = ${id}
`;
// result = Result [{ id: 1 }]
return result;
}
export async function updateBudget(id, name, amount, notes) {
const result = await db`
const result = await db`
update budget
set name = ${name},
amount = ${amount},
notes = ${notes}
where id = ${id}
`
// result = Result [{ id: 1 }]
return result
`;
// result = Result [{ id: 1 }]
return result;
}
export async function getBudgetTransactions(id) {
// Fetch all transactions associated with a specific budget
try {
const transactions = await db`
// Fetch all transactions associated with a specific budget
try {
let transactions = await db`
select
transaction.id as id,
transaction.posted as posted,
transaction.amount as amount,
transaction.description as description,
transaction.pending as pending,
transaction.notes as notes,
budget_transaction.notes as notes,
transaction.payee as payee,
budget_transaction.amount as budget_amount,
budget_transaction.id as budget_transaction_id
from budget_transaction
join transaction on budget_transaction.transaction_id = transaction.id
where budget_transaction.budget_id = ${id}
order by transaction.posted desc
`
// transactions = Result [{ id: 1, posted: 1633036800, amount: 50.00, description: "Grocery Store", pending: false, notes: "Weekly groceries" }, ...]
return { transactions }
}
catch {
await createBudgetTransactionTable();
return []
}
`;
console.log(`Fetched ${transactions.length} transactions for budget ${id}`);
transactions = transactions.map((t) => ({
...t,
date: new Date(t.posted * 1000)
}));
// transactions = Result [{ id: 1, posted: 1633036800, amount: 50.00, description: "Grocery Store", pending: false, notes: "Weekly groceries" }, ...]
return { transactions };
} catch {
return [];
}
}
export async function deleteBudgetTransaction(budgetId, transactionId) {
// Delete a transaction from a budget
const result = await db`
export async function updateBudgetTransaction(id, amount, notes) {
// Delete a transaction from a budget
const result = await db`
update from budget_transaction
where id= ${id}
SET amount = ${amount}, notes = ${notes}
`;
// result = Result [{ id: 1 }]
return result;
}
export async function deleteBudgetTransaction(id) {
// Delete a transaction from a budget
const result = await db`
delete from budget_transaction
where budget_id = ${budgetId} and transaction_id = ${transactionId}
`
// result = Result [{ id: 1 }]
return result
where id = ${id}
`;
// result = Result [{ id: 1 }]
return result;
}
export async function addBudgetTransaction(budgetId, transactionId, amount) {
// Add a transaction to a budget
const result = await db`
insert into budget_transaction (budget_id, transaction_id, amount)
values (${budgetId}, ${transactionId}, ${amount})
export async function addBudgetTransaction(budgetId, transactionId, amount, notes, ruleId = null) {
const existingTransactions = await db`
select amount from budget_transaction
where transaction_id = ${transactionId}
`;
const realTransactionAmount = await db`
select amount from transaction
where id = ${transactionId}
`;
if (existingTransactions.length > 0) {
if (
existingTransactions.reduce((acc, curr) => acc + curr.amount, 0) + amount >
realTransactionAmount
) {
return -1;
}
}
// Add a transaction to a budget
const result = await db`
insert into budget_transaction (budget_id, transaction_id, amount, notes, rule_id)
values (${budgetId}, ${transactionId}, ${amount}, ${notes}, ${ruleId ?? null})
returning id
`
// result = Result [{ id: 1 }]
return result[0].id
`;
// result = Result [{ id: 1 }]
return result[0].id;
}
export async function getBudgets() {
const budgets = await db`
const budgets = await db`
select
budget.id as id,
budget.name as name,
budget.amount as amount,
budget.sum as sum,
budget.notes as notes
from budget
from budget_with_sum as budget
WHERE budget.delete is false
`
if (!budgets) {
await createBudgetTable();
return await getBudgets()
}
// budgets = Result [{ name: "Walter", age: 80 }, { name: 'Murray', age: 68 }, ...]
return budgets
`;
// budgets = Result [{ name: "Walter", age: 80 }, { name: 'Murray', age: 68 }, ...]
return budgets;
}
export async function getBudget(id) {
const budget = await db`
select
budget.id as id,
budget.name as name,
budget.sum as sum,
budget.notes as notes,
budget.delete as delete
from budget_with_sum as budget
where budget.id = ${id}
`;
// budget = Result [{ id: 1, name: "Groceries", notes: "Monthly grocery budget" }]
if (!budget || budget.length === 0) {
return null;
}
return budget[0];
}
export async function getDeletedBudgets() {
const budgets = await db`
const budgets = await db`
select
budget.id as id,
budget.name as name,
budget.amount as amount,
budget.notes as notes
from budget
WHERE budget.delete is true
`
if (!budgets) {
await createBudgetTable();
return await getBudgets()
}
// budgets = Result [{ name: "Walter", age: 80 }, { name: 'Murray', age: 68 }, ...]
return budgets
`;
// budgets = Result [{ name: "Walter", age: 80 }, { name: 'Murray', age: 68 }, ...]
return budgets;
}
export async function getAccount(id) {
const account = await db`
const account = await db`
select
account.id as id,
account.name as name,
@ -184,73 +222,89 @@ export async function getAccount(id) {
from account
left join org on account.org_id = org.id
where account.id = ${id}
`
if (!account || account.length === 0) {
return null
}
return account[0];
`;
if (!account || account.length === 0) {
return null;
}
return account[0];
}
export async function getAccounts(age) {
const accounts = await db`
const accounts = await db`
select
account.id as id,
account.name as name,
balance
from account
where hide is false
`
// users = Result [{ name: "Walter", age: 80 }, { name: 'Murray', age: 68 }, ...]
return accounts
`;
// users = Result [{ name: "Walter", age: 80 }, { name: 'Murray', age: 68 }, ...]
return accounts;
}
export async function getBudgetTransactionsForAccount(accountID) {
const transactions = await db`
select budget_transaction.id as id,
budget_transaction.budget_id as budget_id,
budget_transaction.transaction_id as transaction_id,
budget_transaction.amount as amount,
budget_transaction.notes as notes
from budget_transaction
join transaction on budget_transaction.transaction_id = transaction.id
where transaction.account_id = ${accountID}
`;
return transactions;
}
export async function getHiddenAccounts(age) {
const accounts = await db`
const accounts = await db`
select
account.id as id,
account.name as name
from account
where account.hide is true
`
// users = Result [{ name: "Walter", age: 80 }, { name: 'Murray', age: 68 }, ...]
return accounts
`;
// users = Result [{ name: "Walter", age: 80 }, { name: 'Murray', age: 68 }, ...]
return accounts;
}
export async function getTransactions(accountId) {
let transactions = await db`
let transactions = await db`
select
transaction.id as id,
transaction.posted as posted,
transaction.amount as amount,
transaction.description as description,
transaction.pending as pending,
transaction.notes as notes
transaction.notes as notes,
transaction.payee as payee
from transaction
where account_id = ${accountId}
order by posted desc
`
transactions = transactions.map((t) => ({
...t, date: new Date(t.posted * 1000)
}));
return transactions
`;
transactions = transactions.map((t) => ({
...t,
date: new Date(t.posted * 1000)
}));
return transactions;
}
export async function setTransactionNote(transactionId, note) {
const result = await db`
const result = await db`
update transaction
set notes = ${note}
where id = ${transactionId}
`
return result
`;
return result;
}
export async function updateAccounts(data) {
try {
console.log('Updating accounts with data:', data);
for (const account of data.accounts) {
// Upsert Org
console.log(`Upserting org for account: ${account.id}`, account.org);
await db`
try {
console.log('Updating accounts with data:', data);
for (const account of data.accounts) {
// Upsert Org
console.log(`Upserting org for account: ${account.id}`, account.org);
await db`
insert into org (id, domain, name, sfin_url, url)
values (${account.org.id}, ${account.org.domain ?? null}, ${account.org.name ?? null}, ${account.org.sfin_url ?? null}, ${account.org.url ?? null})
on conflict (id) do update set
@ -259,9 +313,9 @@ export async function updateAccounts(data) {
sfin_url = excluded.sfin_url,
url = excluded.url
`;
console.log(`Upserting account: ${account.id} (${account.name})`);
// Upsert Account
await db`
console.log(`Upserting account: ${account.id} (${account.name})`);
// Upsert Account
await db`
insert into account (id, org_id, name, currency, balance, available_balance, balance_date)
values (
${account.id},
@ -270,7 +324,7 @@ export async function updateAccounts(data) {
${account.currency ?? null},
${account.balance ?? null},
${account.available_balance ?? null},
${account.balance_date ?? null}
${account.balance_date ?? null}
)
on conflict (id) do update set
org_id = excluded.org_id,
@ -280,35 +334,35 @@ export async function updateAccounts(data) {
available_balance = excluded.available_balance,
balance_date = excluded.balance_date
`;
// Upsert Transactions
if (account.transactions && account.transactions.length > 0) {
for (const txn of account.transactions) {
let extraId = null;
console.log(`Upserting transaction: ${txn.id} for account: ${account.id}`);
if (txn.extra) {
// Upsert TransactionExtra (insert only, update not needed for category)
const extraResult = await db`
// Upsert Transactions
if (account.transactions && account.transactions.length > 0) {
for (const txn of account.transactions) {
let extraId = null;
console.log(`Upserting transaction: ${txn.id} for account: ${account.id}`);
if (txn.extra) {
// Upsert TransactionExtra (insert only, update not needed for category)
const extraResult = await db`
insert into transaction_extra (category)
values (${txn.extra.category ?? null})
on conflict (category) do nothing
returning id
`;
if (extraResult.length > 0) {
extraId = extraResult[0].id;
} else {
// If already exists, fetch id
const existing = await db`
if (extraResult.length > 0) {
extraId = extraResult[0].id;
} else {
// If already exists, fetch id
const existing = await db`
select id from transaction_extra where category = ${txn.extra.category ?? null}
`;
if (existing.length > 0) {
extraId = existing[0].id;
}
}
}
console.log(`Preparing to upsert transaction: ${txn.id} with data:`, txn);
await db`
insert into transaction (id, account_id, posted, amount, description, pending, transacted_at)
if (existing.length > 0) {
extraId = existing[0].id;
}
}
}
console.log(`Preparing to upsert transaction: ${txn.id} with data:`, txn);
await db`
insert into transaction (id, account_id, posted, amount, description, pending, transacted_at, payee)
values (
${txn.id},
${account.id},
@ -316,7 +370,8 @@ export async function updateAccounts(data) {
${txn.amount ?? null},
${txn.description ?? null},
${txn.pending ?? false},
${txn.transacted_at ?? 0}
${txn.transacted_at ?? 0},
${txn.payee ?? null}
)
on conflict (id) do update set
account_id = excluded.account_id,
@ -324,17 +379,200 @@ export async function updateAccounts(data) {
amount = excluded.amount,
description = excluded.description,
pending = excluded.pending,
transacted_at = excluded.transacted_at
transacted_at = excluded.transacted_at,
payee = excluded.payee
`;
}
}
}
return true;
} catch (error) {
console.error('updateAccounts error:', error);
return false;
}
}
}
}
return true;
} catch (error) {
console.error('updateAccounts error:', error);
return false;
}
}
export async function getRules(data) {
try {
const rules = await db`
select
id,
name,
description,
payee,
amount,
transdescription,
action,
priority,
action_amount,
account_id,
amount_is_precent,
use_priority
from rules
order by priority asc
`;
return rules;
} catch (error) {
console.error('getRules error:', error);
return [];
}
}
export default db
export async function addRule(
name,
description,
payee,
amount,
transdescription,
action,
actionAmount,
account,
amount_is_precent,
priority,
use_priority
) {
try {
const result = await db`
insert into rules (name, description, payee, amount, transdescription, action, action_amount, account_id, amount_is_precent, priority, use_priority)
values (${name}, ${description}, ${payee}, ${amount}, ${transdescription}, ${action}, ${actionAmount}, ${account}, ${amount_is_precent}, ${priority}, ${use_priority})
`;
return result;
} catch (error) {
console.error('addRule error:', error);
return null;
}
}
export async function deleteRule(id) {
try {
const result = await db`
delete from rules
where id = ${id}
`;
return result;
} catch (error) {
console.error('deleteRule error:', error);
return null;
}
}
export async function updateRule(
name,
description,
payee,
amount,
transdescription,
action,
actionAmount,
account,
amount_is_precent,
priority,
use_priority,
id
) {
console.log(`Updating rule with id: ${id}`);
try {
const result = await db`
update rules
set name = ${name},
description = ${description},
payee = ${payee},
amount = ${amount},
transdescription = ${transdescription},
action = ${action},
action_amount = ${actionAmount},
account_id = ${account ?? null},
amount_is_precent = ${amount_is_precent},
priority = ${priority},
use_priority = ${use_priority}
where id = ${id}
`;
return result;
} catch (error) {
console.error('updateRule error:', error);
console.log(`
update rules
set name = ${name},
description = ${description},
payee = ${payee},
amount = ${amount},
transdescription = ${transdescription},
action = ${action},
action_amount = ${actionAmount},
account_id = ${account ?? null},
amount_is_precent = ${amount_is_precent},
use_priority = ${use_priority}
where id = ${id}
`);
return null;
}
}
export async function runRules() {
try {
const rules = await getRules();
let transactions = await db`
select id, account_id, payee, amount, description from transaction
`;
let budgetTransactions = await db`
select id, transaction_id, budget_id, notes, amount, rule_id from budget_transaction
`;
console.log(`Running ${rules.length} rules on ${transactions.length} transactions`);
for (const rule of rules.sort((a, b) => a.priority - b.priority)) {
console.log(
`Running rule: ${rule.name} (${rule.id}, ${rule.payee}, ${rule.amount}, ${rule.transdescription})`
);
console.log(
`Rule: payee: ${rule.payee}, amount: ${rule.amount}, transdescription: ${rule.transdescription}, account: ${rule.account_id}`
);
const amountRE = new RegExp(rule.amount);
const descriptionRE = new RegExp(rule.transdescription);
console.log(rule.account_id);
const accountRE = new RegExp(rule.account_id === null ? '.*' : rule.account_id);
console.log(accountRE);
const payeeRE = new RegExp(rule.payee);
for (const transaction of transactions) {
if (
amountRE.test(transaction.amount) &&
descriptionRE.test(transaction.description) &&
accountRE.test(transaction.account_id) &&
payeeRE.test(transaction.payee)
) {
if (
rule.action &&
!budgetTransactions.some(
(bt) => bt.transaction_id === transaction.id && bt.rule_id === rule.id
)
) {
const amount = rule.amount_is_precent
? (transaction.amount * rule.action_amount) / 100
: rule.action_amount;
const notes = `Rule - ${rule.name}`;
const budgetTransactionId = await addBudgetTransaction(
rule.action,
transaction.id,
amount,
notes,
rule.id
);
await db`
update transaction set processed = true
where id = ${transaction.id}`;
console.log(
`Added budget transaction ${budgetTransactionId} for rule ${rule.name} on transaction ${transaction.id}`
);
}
}
}
}
} catch (error) {
console.error('runRules error:', error);
}
}
export default db;

38
src/lib/editSymbol.svelte Normal file
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@ -0,0 +1,38 @@
<script module>
export { EditSymbol };
</script>
{#snippet EditSymbol(onClick)}
<svg
fill="#000000"
version="1.1"
id="Capa_1"
xmlns="http://www.w3.org/2000/svg"
xmlns:xlink="http://www.w3.org/1999/xlink"
width="25px"
height="25px"
viewBox="0 0 494.936 494.936"
xml:space="preserve"
>
<g>
<g>
<path
fill="#FEFEFE"
d="M389.844,182.85c-6.743,0-12.21,5.467-12.21,12.21v222.968c0,23.562-19.174,42.735-42.736,42.735H67.157
c-23.562,0-42.736-19.174-42.736-42.735V150.285c0-23.562,19.174-42.735,42.736-42.735h267.741c6.743,0,12.21-5.467,12.21-12.21
s-5.467-12.21-12.21-12.21H67.157C30.126,83.13,0,113.255,0,150.285v267.743c0,37.029,30.126,67.155,67.157,67.155h267.741
c37.03,0,67.156-30.126,67.156-67.155V195.061C402.054,188.318,396.587,182.85,389.844,182.85z"
/>
<path
fill="#FEFEFE"
d="M483.876,20.791c-14.72-14.72-38.669-14.714-53.377,0L221.352,229.944c-0.28,0.28-3.434,3.559-4.251,5.396l-28.963,65.069
c-2.057,4.619-1.056,10.027,2.521,13.6c2.337,2.336,5.461,3.576,8.639,3.576c1.675,0,3.362-0.346,4.96-1.057l65.07-28.963
c1.83-0.815,5.114-3.97,5.396-4.25L483.876,74.169c7.131-7.131,11.06-16.61,11.06-26.692
C494.936,37.396,491.007,27.915,483.876,20.791z M466.61,56.897L257.457,266.05c-0.035,0.036-0.055,0.078-0.089,0.107
l-33.989,15.131L238.51,247.3c0.03-0.036,0.071-0.055,0.107-0.09L447.765,38.058c5.038-5.039,13.819-5.033,18.846,0.005
c2.518,2.51,3.905,5.855,3.905,9.414C470.516,51.036,469.127,54.38,466.61,56.897z"
/>
</g>
</g>
</svg>
{/snippet}

13
src/lib/loadingModal.svelte Normal file
View File

@ -0,0 +1,13 @@
<script module>
export { loadingModal };
</script>
{#snippet loadingModal()}
<dialog id="my_modal_1" class="modal modal-open">
<div class="modal-box">
<div class="flex items-center justify-center">
<span class="loading loading-spinner loading-xl"></span>
</div>
</div>
</dialog>
{/snippet}

51
src/lib/settingsSymbol.svelte Normal file
View File

@ -0,0 +1,51 @@
<script module>
export { settingsSymbol };
</script>
{#snippet settingsSymbol()}
<svg
fill="#000000"
height="20px"
width="20px"
version="1.1"
id="Capa_1"
xmlns="http://www.w3.org/2000/svg"
xmlns:xlink="http://www.w3.org/1999/xlink"
viewBox="0 0 478.703 478.703"
xml:space="preserve"
>
<g>
<g>
<path
fill="#FEFEFE"
d="M454.2,189.101l-33.6-5.7c-3.5-11.3-8-22.2-13.5-32.6l19.8-27.7c8.4-11.8,7.1-27.9-3.2-38.1l-29.8-29.8
c-5.6-5.6-13-8.7-20.9-8.7c-6.2,0-12.1,1.9-17.1,5.5l-27.8,19.8c-10.8-5.7-22.1-10.4-33.8-13.9l-5.6-33.2
c-2.4-14.3-14.7-24.7-29.2-24.7h-42.1c-14.5,0-26.8,10.4-29.2,24.7l-5.8,34c-11.2,3.5-22.1,8.1-32.5,13.7l-27.5-19.8
c-5-3.6-11-5.5-17.2-5.5c-7.9,0-15.4,3.1-20.9,8.7l-29.9,29.8c-10.2,10.2-11.6,26.3-3.2,38.1l20,28.1
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c3.5,11.2,8.1,22.1,13.7,32.5l-19.7,27.4c-8.4,11.8-7.1,27.9,3.2,38.1l29.8,29.8c5.6,5.6,13,8.7,20.9,8.7c6.2,0,12.1-1.9,17.1-5.5
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/>
<path
fill="#FEFEFE"
d="M239.4,136.001c-57,0-103.3,46.3-103.3,103.3s46.3,103.3,103.3,103.3s103.3-46.3,103.3-103.3S296.4,136.001,239.4,136.001
z M239.4,315.601c-42.1,0-76.3-34.2-76.3-76.3s34.2-76.3,76.3-76.3s76.3,34.2,76.3,76.3S281.5,315.601,239.4,315.601z"
/>
</g>
</g>
</svg>
{/snippet}

25
src/lib/simplefin.js
View File

@ -1,14 +1,17 @@
const url =
'https://19443E0E8171E175EC5DA0C69B35DD50197F234B9A74C00D27FD606121257ECF:DAA3702E2100CFFD3B544251E6D755E86B1EDDFBFCC7F6FA9CE77AB3677E60DE@beta-bridge.simplefin.org/simplefin';
export async function fetchAccounts(url, startDate) {
const { username, password, origin, pathname } = new URL(url);
const start = Math.floor(startDate.getTime() / 1000);
const apiUrl = `${origin}${pathname}/accounts?start-date=${start}`;
const headers = {};
export async function fetchAccounts(startDate) {
const { username, password, origin, pathname } = new URL(url);
const apiUrl = `${origin}${pathname}/accounts?start-date=${startDate}`;
const headers = {};
if (username && password) {
headers['Authorization'] = 'Basic ' + btoa(`${username}:${password}`);
}
console.log(`Fetching accounts from: ${apiUrl}`);
const response = await fetch(apiUrl, { headers });
return await response.json();
}
if (username && password) {
headers['Authorization'] = 'Basic ' + btoa(`${username}:${password}`);
}
const response = await fetch(apiUrl, { headers });
return await response.json();
}

18
src/lib/trashbin.svelte Normal file
View File

@ -0,0 +1,18 @@
<script module>
export { TrashBin };
</script>
{#snippet TrashBin()}
<svg
xmlns="http://www.w3.org/2000/svg"
viewBox="0 0 30 30"
width="30px"
height="30px"
class="cursor-pointer hover:scale-110 transition"
>
<path
fill="#FEFEFE"
d="M 14.984375 2.4863281 A 1.0001 1.0001 0 0 0 14 3.5 L 14 4 L 8.5 4 A 1.0001 1.0001 0 0 0 7.4863281 5 L 6 5 A 1.0001 1.0001 0 1 0 6 7 L 24 7 A 1.0001 1.0001 0 1 0 24 5 L 22.513672 5 A 1.0001 1.0001 0 0 0 21.5 4 L 16 4 L 16 3.5 A 1.0001 1.0001 0 0 0 14.984375 2.4863281 z M 6 9 L 7.7929688 24.234375 C 7.9109687 25.241375 8.7633438 26 9.7773438 26 L 20.222656 26 C 21.236656 26 22.088031 25.241375 22.207031 24.234375 L 24 9 L 6 9 z"
/>
</svg>
{/snippet}