feat(savings): Add savings module with categories, transactions, recurring plans

- Categories: regular, deposits, credits, recurring, multi-user, accounts - Transactions: deposits and withdrawals with user tracking - Recurring plans: monthly payment obligations per user - Stats: overdues calculation with allocation algorithm - Excludes is_account categories from total sums - Documentation: docs/SAVINGS.md
2026-02-16 06:48:09 +00:00
parent 9e90aa6d95
commit 2a50e50771
18 changed files with 2910 additions and 162 deletions
--- a/internal/handler/savings.go
+++ b/internal/handler/savings.go
@@ -0,0 +1,489 @@
+package handler
+
+import (
+	"encoding/json"
+	"errors"
+	"net/http"
+	"strconv"
+
+	"github.com/go-chi/chi/v5"
+
+	"github.com/daniil/homelab-api/internal/middleware"
+	"github.com/daniil/homelab-api/internal/model"
+	"github.com/daniil/homelab-api/internal/repository"
+)
+
+type SavingsHandler struct {
+	repo *repository.SavingsRepository
+}
+
+func NewSavingsHandler(repo *repository.SavingsRepository) *SavingsHandler {
+	return &SavingsHandler{repo: repo}
+}
+
+// ==================== CATEGORIES ====================
+
+func (h *SavingsHandler) ListCategories(w http.ResponseWriter, r *http.Request) {
+	userID := middleware.GetUserID(r.Context())
+
+	categories, err := h.repo.ListCategories(userID)
+	if err != nil {
+		writeError(w, "failed to fetch categories", http.StatusInternalServerError)
+		return
+	}
+
+	// Process and calculate balances
+	for i := range categories {
+		categories[i].ProcessForJSON()
+		balance, _ := h.repo.GetCategoryBalance(categories[i].ID)
+		categories[i].CurrentAmount = balance
+
+		if categories[i].IsRecurring {
+			total, _ := h.repo.GetRecurringTotalAmount(categories[i].ID)
+			categories[i].RecurringTotalAmount = total
+		}
+	}
+
+	writeJSON(w, categories, http.StatusOK)
+}
+
+func (h *SavingsHandler) GetCategory(w http.ResponseWriter, r *http.Request) {
+	userID := middleware.GetUserID(r.Context())
+	categoryID, err := strconv.ParseInt(chi.URLParam(r, "id"), 10, 64)
+	if err != nil {
+		writeError(w, "invalid category id", http.StatusBadRequest)
+		return
+	}
+
+	category, err := h.repo.GetCategory(categoryID, userID)
+	if err != nil {
+		if errors.Is(err, repository.ErrCategoryNotFound) {
+			writeError(w, "category not found", http.StatusNotFound)
+			return
+		}
+		writeError(w, "failed to fetch category", http.StatusInternalServerError)
+		return
+	}
+
+	category.ProcessForJSON()
+	balance, _ := h.repo.GetCategoryBalance(category.ID)
+	category.CurrentAmount = balance
+
+	if category.IsRecurring {
+		total, _ := h.repo.GetRecurringTotalAmount(category.ID)
+		category.RecurringTotalAmount = total
+	}
+
+	writeJSON(w, category, http.StatusOK)
+}
+
+func (h *SavingsHandler) CreateCategory(w http.ResponseWriter, r *http.Request) {
+	userID := middleware.GetUserID(r.Context())
+
+	var req model.CreateSavingsCategoryRequest
+	if err := json.NewDecoder(r.Body).Decode(&req); err != nil {
+		writeError(w, "invalid request body", http.StatusBadRequest)
+		return
+	}
+
+	if req.Name == "" {
+		writeError(w, "name is required", http.StatusBadRequest)
+		return
+	}
+
+	category, err := h.repo.CreateCategory(userID, &req)
+	if err != nil {
+		writeError(w, "failed to create category", http.StatusInternalServerError)
+		return
+	}
+
+	category.ProcessForJSON()
+	writeJSON(w, category, http.StatusCreated)
+}
+
+func (h *SavingsHandler) UpdateCategory(w http.ResponseWriter, r *http.Request) {
+	userID := middleware.GetUserID(r.Context())
+	categoryID, err := strconv.ParseInt(chi.URLParam(r, "id"), 10, 64)
+	if err != nil {
+		writeError(w, "invalid category id", http.StatusBadRequest)
+		return
+	}
+
+	var req model.UpdateSavingsCategoryRequest
+	if err := json.NewDecoder(r.Body).Decode(&req); err != nil {
+		writeError(w, "invalid request body", http.StatusBadRequest)
+		return
+	}
+
+	category, err := h.repo.UpdateCategory(categoryID, userID, &req)
+	if err != nil {
+		if errors.Is(err, repository.ErrCategoryNotFound) {
+			writeError(w, "category not found", http.StatusNotFound)
+			return
+		}
+		if errors.Is(err, repository.ErrNotAuthorized) {
+			writeError(w, "not authorized", http.StatusForbidden)
+			return
+		}
+		writeError(w, "failed to update category", http.StatusInternalServerError)
+		return
+	}
+
+	category.ProcessForJSON()
+	balance, _ := h.repo.GetCategoryBalance(category.ID)
+	category.CurrentAmount = balance
+
+	writeJSON(w, category, http.StatusOK)
+}
+
+func (h *SavingsHandler) DeleteCategory(w http.ResponseWriter, r *http.Request) {
+	userID := middleware.GetUserID(r.Context())
+	categoryID, err := strconv.ParseInt(chi.URLParam(r, "id"), 10, 64)
+	if err != nil {
+		writeError(w, "invalid category id", http.StatusBadRequest)
+		return
+	}
+
+	if err := h.repo.DeleteCategory(categoryID, userID); err != nil {
+		if errors.Is(err, repository.ErrCategoryNotFound) {
+			writeError(w, "category not found", http.StatusNotFound)
+			return
+		}
+		writeError(w, "failed to delete category", http.StatusInternalServerError)
+		return
+	}
+
+	w.WriteHeader(http.StatusNoContent)
+}
+
+// ==================== TRANSACTIONS ====================
+
+func (h *SavingsHandler) ListTransactions(w http.ResponseWriter, r *http.Request) {
+	userID := middleware.GetUserID(r.Context())
+
+	var categoryID *int64
+	if catIDStr := r.URL.Query().Get("category_id"); catIDStr != "" {
+		id, err := strconv.ParseInt(catIDStr, 10, 64)
+		if err == nil {
+			categoryID = &id
+		}
+	}
+
+	limit := 100
+	if l := r.URL.Query().Get("limit"); l != "" {
+		if parsed, err := strconv.Atoi(l); err == nil && parsed > 0 {
+			limit = parsed
+		}
+	}
+
+	offset := 0
+	if o := r.URL.Query().Get("offset"); o != "" {
+		if parsed, err := strconv.Atoi(o); err == nil && parsed >= 0 {
+			offset = parsed
+		}
+	}
+
+	transactions, err := h.repo.ListTransactions(userID, categoryID, limit, offset)
+	if err != nil {
+		writeError(w, "failed to fetch transactions", http.StatusInternalServerError)
+		return
+	}
+
+	writeJSON(w, transactions, http.StatusOK)
+}
+
+func (h *SavingsHandler) GetTransaction(w http.ResponseWriter, r *http.Request) {
+	userID := middleware.GetUserID(r.Context())
+	txID, err := strconv.ParseInt(chi.URLParam(r, "id"), 10, 64)
+	if err != nil {
+		writeError(w, "invalid transaction id", http.StatusBadRequest)
+		return
+	}
+
+	transaction, err := h.repo.GetTransaction(txID, userID)
+	if err != nil {
+		if errors.Is(err, repository.ErrTransactionNotFound) {
+			writeError(w, "transaction not found", http.StatusNotFound)
+			return
+		}
+		writeError(w, "failed to fetch transaction", http.StatusInternalServerError)
+		return
+	}
+
+	writeJSON(w, transaction, http.StatusOK)
+}
+
+func (h *SavingsHandler) CreateTransaction(w http.ResponseWriter, r *http.Request) {
+	userID := middleware.GetUserID(r.Context())
+
+	var req model.CreateSavingsTransactionRequest
+	if err := json.NewDecoder(r.Body).Decode(&req); err != nil {
+		writeError(w, "invalid request body", http.StatusBadRequest)
+		return
+	}
+
+	if req.CategoryID == 0 {
+		writeError(w, "category_id is required", http.StatusBadRequest)
+		return
+	}
+	if req.Amount <= 0 {
+		writeError(w, "amount must be positive", http.StatusBadRequest)
+		return
+	}
+	if req.Type != "deposit" && req.Type != "withdrawal" {
+		writeError(w, "type must be 'deposit' or 'withdrawal'", http.StatusBadRequest)
+		return
+	}
+	if req.Date == "" {
+		writeError(w, "date is required", http.StatusBadRequest)
+		return
+	}
+
+	transaction, err := h.repo.CreateTransaction(userID, &req)
+	if err != nil {
+		if errors.Is(err, repository.ErrCategoryNotFound) {
+			writeError(w, "category not found", http.StatusNotFound)
+			return
+		}
+		writeError(w, "failed to create transaction: "+err.Error(), http.StatusInternalServerError)
+		return
+	}
+
+	writeJSON(w, transaction, http.StatusCreated)
+}
+
+func (h *SavingsHandler) UpdateTransaction(w http.ResponseWriter, r *http.Request) {
+	userID := middleware.GetUserID(r.Context())
+	txID, err := strconv.ParseInt(chi.URLParam(r, "id"), 10, 64)
+	if err != nil {
+		writeError(w, "invalid transaction id", http.StatusBadRequest)
+		return
+	}
+
+	var req model.UpdateSavingsTransactionRequest
+	if err := json.NewDecoder(r.Body).Decode(&req); err != nil {
+		writeError(w, "invalid request body", http.StatusBadRequest)
+		return
+	}
+
+	transaction, err := h.repo.UpdateTransaction(txID, userID, &req)
+	if err != nil {
+		if errors.Is(err, repository.ErrTransactionNotFound) {
+			writeError(w, "transaction not found", http.StatusNotFound)
+			return
+		}
+		if errors.Is(err, repository.ErrNotAuthorized) {
+			writeError(w, "not authorized", http.StatusForbidden)
+			return
+		}
+		writeError(w, "failed to update transaction", http.StatusInternalServerError)
+		return
+	}
+
+	writeJSON(w, transaction, http.StatusOK)
+}
+
+func (h *SavingsHandler) DeleteTransaction(w http.ResponseWriter, r *http.Request) {
+	userID := middleware.GetUserID(r.Context())
+	txID, err := strconv.ParseInt(chi.URLParam(r, "id"), 10, 64)
+	if err != nil {
+		writeError(w, "invalid transaction id", http.StatusBadRequest)
+		return
+	}
+
+	if err := h.repo.DeleteTransaction(txID, userID); err != nil {
+		if errors.Is(err, repository.ErrTransactionNotFound) {
+			writeError(w, "transaction not found", http.StatusNotFound)
+			return
+		}
+		writeError(w, "failed to delete transaction", http.StatusInternalServerError)
+		return
+	}
+
+	w.WriteHeader(http.StatusNoContent)
+}
+
+// ==================== STATS ====================
+
+func (h *SavingsHandler) Stats(w http.ResponseWriter, r *http.Request) {
+	userID := middleware.GetUserID(r.Context())
+
+	stats, err := h.repo.GetStats(userID)
+	if err != nil {
+		writeError(w, "failed to fetch stats", http.StatusInternalServerError)
+		return
+	}
+
+	writeJSON(w, stats, http.StatusOK)
+}
+
+// ==================== MEMBERS ====================
+
+func (h *SavingsHandler) ListMembers(w http.ResponseWriter, r *http.Request) {
+	categoryID, err := strconv.ParseInt(chi.URLParam(r, "id"), 10, 64)
+	if err != nil {
+		writeError(w, "invalid category id", http.StatusBadRequest)
+		return
+	}
+
+	members, err := h.repo.GetCategoryMembers(categoryID)
+	if err != nil {
+		writeError(w, "failed to fetch members", http.StatusInternalServerError)
+		return
+	}
+
+	writeJSON(w, members, http.StatusOK)
+}
+
+func (h *SavingsHandler) AddMember(w http.ResponseWriter, r *http.Request) {
+	userID := middleware.GetUserID(r.Context())
+	categoryID, err := strconv.ParseInt(chi.URLParam(r, "id"), 10, 64)
+	if err != nil {
+		writeError(w, "invalid category id", http.StatusBadRequest)
+		return
+	}
+
+	// Check ownership
+	category, err := h.repo.GetCategory(categoryID, userID)
+	if err != nil {
+		writeError(w, "category not found", http.StatusNotFound)
+		return
+	}
+	if category.UserID != userID {
+		writeError(w, "not authorized", http.StatusForbidden)
+		return
+	}
+
+	var req struct {
+		UserID int64 `json:"user_id"`
+	}
+	if err := json.NewDecoder(r.Body).Decode(&req); err != nil {
+		writeError(w, "invalid request body", http.StatusBadRequest)
+		return
+	}
+
+	if err := h.repo.AddCategoryMember(categoryID, req.UserID); err != nil {
+		writeError(w, "failed to add member", http.StatusInternalServerError)
+		return
+	}
+
+	members, _ := h.repo.GetCategoryMembers(categoryID)
+	writeJSON(w, members, http.StatusOK)
+}
+
+func (h *SavingsHandler) RemoveMember(w http.ResponseWriter, r *http.Request) {
+	userID := middleware.GetUserID(r.Context())
+	categoryID, err := strconv.ParseInt(chi.URLParam(r, "id"), 10, 64)
+	if err != nil {
+		writeError(w, "invalid category id", http.StatusBadRequest)
+		return
+	}
+	memberUserID, err := strconv.ParseInt(chi.URLParam(r, "userId"), 10, 64)
+	if err != nil {
+		writeError(w, "invalid user id", http.StatusBadRequest)
+		return
+	}
+
+	// Check ownership
+	category, err := h.repo.GetCategory(categoryID, userID)
+	if err != nil {
+		writeError(w, "category not found", http.StatusNotFound)
+		return
+	}
+	if category.UserID != userID {
+		writeError(w, "not authorized", http.StatusForbidden)
+		return
+	}
+
+	if err := h.repo.RemoveCategoryMember(categoryID, memberUserID); err != nil {
+		writeError(w, "failed to remove member", http.StatusInternalServerError)
+		return
+	}
+
+	w.WriteHeader(http.StatusNoContent)
+}
+
+// ==================== RECURRING PLANS ====================
+
+func (h *SavingsHandler) ListRecurringPlans(w http.ResponseWriter, r *http.Request) {
+	categoryID, err := strconv.ParseInt(chi.URLParam(r, "id"), 10, 64)
+	if err != nil {
+		writeError(w, "invalid category id", http.StatusBadRequest)
+		return
+	}
+
+	plans, err := h.repo.ListRecurringPlans(categoryID)
+	if err != nil {
+		writeError(w, "failed to fetch recurring plans", http.StatusInternalServerError)
+		return
+	}
+
+	writeJSON(w, plans, http.StatusOK)
+}
+
+func (h *SavingsHandler) CreateRecurringPlan(w http.ResponseWriter, r *http.Request) {
+	userID := middleware.GetUserID(r.Context())
+	categoryID, err := strconv.ParseInt(chi.URLParam(r, "id"), 10, 64)
+	if err != nil {
+		writeError(w, "invalid category id", http.StatusBadRequest)
+		return
+	}
+
+	// Check access
+	_, err = h.repo.GetCategory(categoryID, userID)
+	if err != nil {
+		writeError(w, "category not found", http.StatusNotFound)
+		return
+	}
+
+	var req model.CreateRecurringPlanRequest
+	if err := json.NewDecoder(r.Body).Decode(&req); err != nil {
+		writeError(w, "invalid request body", http.StatusBadRequest)
+		return
+	}
+
+	plan, err := h.repo.CreateRecurringPlan(categoryID, &req)
+	if err != nil {
+		writeError(w, "failed to create recurring plan: "+err.Error(), http.StatusInternalServerError)
+		return
+	}
+
+	writeJSON(w, plan, http.StatusCreated)
+}
+
+func (h *SavingsHandler) DeleteRecurringPlan(w http.ResponseWriter, r *http.Request) {
+	planID, err := strconv.ParseInt(chi.URLParam(r, "planId"), 10, 64)
+	if err != nil {
+		writeError(w, "invalid plan id", http.StatusBadRequest)
+		return
+	}
+
+	if err := h.repo.DeleteRecurringPlan(planID); err != nil {
+		writeError(w, "failed to delete recurring plan", http.StatusInternalServerError)
+		return
+	}
+
+	w.WriteHeader(http.StatusNoContent)
+}
+
+func (h *SavingsHandler) UpdateRecurringPlan(w http.ResponseWriter, r *http.Request) {
+	planID, err := strconv.ParseInt(chi.URLParam(r, "planId"), 10, 64)
+	if err != nil {
+		writeError(w, "invalid plan id", http.StatusBadRequest)
+		return
+	}
+
+	var req model.UpdateRecurringPlanRequest
+	if err := json.NewDecoder(r.Body).Decode(&req); err != nil {
+		writeError(w, "invalid request body", http.StatusBadRequest)
+		return
+	}
+
+	plan, err := h.repo.UpdateRecurringPlan(planID, &req)
+	if err != nil {
+		writeError(w, "failed to update recurring plan: "+err.Error(), http.StatusInternalServerError)
+		return
+	}
+
+	writeJSON(w, plan, http.StatusOK)
+}