Files
pulse-api/internal/repository/finance.go
Cosmo 23939ccc92
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feat: add finance module (categories, transactions, summary, analytics)
- model/finance.go: FinanceCategory, FinanceTransaction, Summary, Analytics
- repository/finance.go: CRUD + summary/analytics queries
- service/finance.go: business logic with auto-seed default categories
- handler/finance.go: REST endpoints with owner-only check (user_id=1)
- db.go: finance_categories + finance_transactions migrations
- main.go: register /finance/* routes

Endpoints: GET/POST/PUT/DELETE /finance/categories, /finance/transactions
GET /finance/summary, /finance/analytics
2026-03-01 04:22:10 +00:00

364 lines
12 KiB
Go

package repository
import (
"database/sql"
"errors"
"fmt"
"strings"
"time"
"github.com/daniil/homelab-api/internal/model"
"github.com/jmoiron/sqlx"
)
var ErrFinanceCategoryNotFound = errors.New("finance category not found")
var ErrFinanceTransactionNotFound = errors.New("finance transaction not found")
type FinanceRepository struct {
db *sqlx.DB
}
func NewFinanceRepository(db *sqlx.DB) *FinanceRepository {
return &FinanceRepository{db: db}
}
// --- Categories ---
func (r *FinanceRepository) CreateCategory(cat *model.FinanceCategory) error {
query := `INSERT INTO finance_categories (user_id, name, emoji, type, budget, color, sort_order)
VALUES ($1, $2, $3, $4, $5, $6, $7) RETURNING id, created_at`
return r.db.QueryRow(query, cat.UserID, cat.Name, cat.Emoji, cat.Type, cat.Budget, cat.Color, cat.SortOrder).
Scan(&cat.ID, &cat.CreatedAt)
}
func (r *FinanceRepository) ListCategories(userID int64) ([]model.FinanceCategory, error) {
query := `SELECT id, user_id, name, emoji, type, budget, color, sort_order, created_at
FROM finance_categories WHERE user_id = $1 ORDER BY sort_order, id`
rows, err := r.db.Query(query, userID)
if err != nil {
return nil, err
}
defer rows.Close()
var cats []model.FinanceCategory
for rows.Next() {
var c model.FinanceCategory
if err := rows.Scan(&c.ID, &c.UserID, &c.Name, &c.Emoji, &c.Type, &c.Budget, &c.Color, &c.SortOrder, &c.CreatedAt); err != nil {
return nil, err
}
c.ProcessForJSON()
cats = append(cats, c)
}
return cats, nil
}
func (r *FinanceRepository) GetCategory(id, userID int64) (*model.FinanceCategory, error) {
var c model.FinanceCategory
query := `SELECT id, user_id, name, emoji, type, budget, color, sort_order, created_at
FROM finance_categories WHERE id = $1 AND user_id = $2`
err := r.db.QueryRow(query, id, userID).Scan(&c.ID, &c.UserID, &c.Name, &c.Emoji, &c.Type, &c.Budget, &c.Color, &c.SortOrder, &c.CreatedAt)
if err != nil {
if errors.Is(err, sql.ErrNoRows) {
return nil, ErrFinanceCategoryNotFound
}
return nil, err
}
c.ProcessForJSON()
return &c, nil
}
func (r *FinanceRepository) UpdateCategory(cat *model.FinanceCategory) error {
query := `UPDATE finance_categories SET name=$2, emoji=$3, type=$4, budget=$5, color=$6, sort_order=$7
WHERE id=$1 AND user_id=$8`
result, err := r.db.Exec(query, cat.ID, cat.Name, cat.Emoji, cat.Type, cat.Budget, cat.Color, cat.SortOrder, cat.UserID)
if err != nil {
return err
}
rows, _ := result.RowsAffected()
if rows == 0 {
return ErrFinanceCategoryNotFound
}
return nil
}
func (r *FinanceRepository) DeleteCategory(id, userID int64) error {
result, err := r.db.Exec(`DELETE FROM finance_categories WHERE id=$1 AND user_id=$2`, id, userID)
if err != nil {
return err
}
rows, _ := result.RowsAffected()
if rows == 0 {
return ErrFinanceCategoryNotFound
}
return nil
}
func (r *FinanceRepository) SeedDefaultCategories(userID int64) error {
type cat struct {
emoji, name, typ, color string
}
defaults := []cat{
{"🏠", "Жильё", "expense", "#ef4444"},
{"🍔", "Еда", "expense", "#f97316"},
{"🚗", "Транспорт", "expense", "#6366f1"},
{"👕", "Одежда", "expense", "#8b5cf6"},
{"🏥", "Здоровье", "expense", "#22c55e"},
{"🎮", "Развлечения", "expense", "#ec4899"},
{"📱", "Связь / Подписки", "expense", "#0ea5e9"},
{"✈️", "Путешествия", "expense", "#14b8a6"},
{"🎁", "Подарки", "expense", "#a855f7"},
{"🛒", "Бытовое", "expense", "#64748b"},
{"🛍️", "Маркетплейсы", "expense", "#F7B538"},
{"💎", "Накопления", "expense", "#0D4F4F"},
{"📦", "Другое", "expense", "#78716c"},
{"💰", "Зарплата", "income", "#22c55e"},
{"💼", "Фриланс", "income", "#6366f1"},
{"📈", "Другой доход", "income", "#0ea5e9"},
}
for i, c := range defaults {
_, err := r.db.Exec(`INSERT INTO finance_categories (user_id, name, emoji, type, color, sort_order) VALUES ($1,$2,$3,$4,$5,$6)`,
userID, c.name, c.emoji, c.typ, c.color, i)
if err != nil {
return err
}
}
return nil
}
// --- Transactions ---
func (r *FinanceRepository) CreateTransaction(tx *model.FinanceTransaction) error {
query := `INSERT INTO finance_transactions (user_id, category_id, type, amount, description, date)
VALUES ($1,$2,$3,$4,$5,$6) RETURNING id, created_at`
return r.db.QueryRow(query, tx.UserID, tx.CategoryID, tx.Type, tx.Amount, tx.Description, tx.Date).
Scan(&tx.ID, &tx.CreatedAt)
}
func (r *FinanceRepository) ListTransactions(userID int64, month, year int, categoryID *int64, txType, search string, limit, offset int) ([]model.FinanceTransaction, error) {
args := []interface{}{userID}
conditions := []string{"t.user_id = $1"}
argIdx := 2
if month > 0 && year > 0 {
conditions = append(conditions, fmt.Sprintf("EXTRACT(MONTH FROM t.date) = $%d AND EXTRACT(YEAR FROM t.date) = $%d", argIdx, argIdx+1))
args = append(args, month, year)
argIdx += 2
}
if categoryID != nil {
conditions = append(conditions, fmt.Sprintf("t.category_id = $%d", argIdx))
args = append(args, *categoryID)
argIdx++
}
if txType != "" {
conditions = append(conditions, fmt.Sprintf("t.type = $%d", argIdx))
args = append(args, txType)
argIdx++
}
if search != "" {
conditions = append(conditions, fmt.Sprintf("t.description ILIKE $%d", argIdx))
args = append(args, "%"+search+"%")
argIdx++
}
if limit <= 0 {
limit = 50
}
query := fmt.Sprintf(`SELECT t.id, t.user_id, t.category_id, t.type, t.amount, t.description, t.date, t.created_at,
COALESCE(c.name,'') as category_name, COALESCE(c.emoji,'') as category_emoji
FROM finance_transactions t
LEFT JOIN finance_categories c ON c.id = t.category_id
WHERE %s ORDER BY t.date DESC, t.id DESC LIMIT %d OFFSET %d`,
strings.Join(conditions, " AND "), limit, offset)
rows, err := r.db.Query(query, args...)
if err != nil {
return nil, err
}
defer rows.Close()
var txs []model.FinanceTransaction
for rows.Next() {
var t model.FinanceTransaction
if err := rows.Scan(&t.ID, &t.UserID, &t.CategoryID, &t.Type, &t.Amount, &t.Description, &t.Date, &t.CreatedAt,
&t.CategoryName, &t.CategoryEmoji); err != nil {
return nil, err
}
txs = append(txs, t)
}
return txs, nil
}
func (r *FinanceRepository) GetTransaction(id, userID int64) (*model.FinanceTransaction, error) {
var t model.FinanceTransaction
query := `SELECT t.id, t.user_id, t.category_id, t.type, t.amount, t.description, t.date, t.created_at,
COALESCE(c.name,'') as category_name, COALESCE(c.emoji,'') as category_emoji
FROM finance_transactions t LEFT JOIN finance_categories c ON c.id = t.category_id
WHERE t.id=$1 AND t.user_id=$2`
err := r.db.QueryRow(query, id, userID).Scan(&t.ID, &t.UserID, &t.CategoryID, &t.Type, &t.Amount, &t.Description, &t.Date, &t.CreatedAt,
&t.CategoryName, &t.CategoryEmoji)
if err != nil {
if errors.Is(err, sql.ErrNoRows) {
return nil, ErrFinanceTransactionNotFound
}
return nil, err
}
return &t, nil
}
func (r *FinanceRepository) UpdateTransaction(tx *model.FinanceTransaction) error {
query := `UPDATE finance_transactions SET category_id=$2, type=$3, amount=$4, description=$5, date=$6
WHERE id=$1 AND user_id=$7`
result, err := r.db.Exec(query, tx.ID, tx.CategoryID, tx.Type, tx.Amount, tx.Description, tx.Date, tx.UserID)
if err != nil {
return err
}
rows, _ := result.RowsAffected()
if rows == 0 {
return ErrFinanceTransactionNotFound
}
return nil
}
func (r *FinanceRepository) DeleteTransaction(id, userID int64) error {
result, err := r.db.Exec(`DELETE FROM finance_transactions WHERE id=$1 AND user_id=$2`, id, userID)
if err != nil {
return err
}
rows, _ := result.RowsAffected()
if rows == 0 {
return ErrFinanceTransactionNotFound
}
return nil
}
// --- Summary & Analytics ---
func (r *FinanceRepository) GetSummary(userID int64, month, year int) (*model.FinanceSummary, error) {
summary := &model.FinanceSummary{}
// Total income & expense for the month
err := r.db.QueryRow(`SELECT COALESCE(SUM(CASE WHEN type='income' THEN amount ELSE 0 END),0),
COALESCE(SUM(CASE WHEN type='expense' THEN amount ELSE 0 END),0)
FROM finance_transactions WHERE user_id=$1 AND EXTRACT(MONTH FROM date)=$2 AND EXTRACT(YEAR FROM date)=$3`,
userID, month, year).Scan(&summary.TotalIncome, &summary.TotalExpense)
if err != nil {
return nil, err
}
summary.Balance = summary.TotalIncome - summary.TotalExpense
// By category
rows, err := r.db.Query(`SELECT c.id, c.name, c.emoji, t.type, SUM(t.amount) as amount
FROM finance_transactions t JOIN finance_categories c ON c.id=t.category_id
WHERE t.user_id=$1 AND EXTRACT(MONTH FROM t.date)=$2 AND EXTRACT(YEAR FROM t.date)=$3
GROUP BY c.id, c.name, c.emoji, t.type ORDER BY amount DESC`, userID, month, year)
if err != nil {
return nil, err
}
defer rows.Close()
for rows.Next() {
var cs model.CategorySummary
if err := rows.Scan(&cs.CategoryID, &cs.CategoryName, &cs.CategoryEmoji, &cs.Type, &cs.Amount); err != nil {
return nil, err
}
total := summary.TotalExpense
if cs.Type == "income" {
total = summary.TotalIncome
}
if total > 0 {
cs.Percentage = cs.Amount / total * 100
}
summary.ByCategory = append(summary.ByCategory, cs)
}
if summary.ByCategory == nil {
summary.ByCategory = []model.CategorySummary{}
}
// Daily expenses
dailyRows, err := r.db.Query(`SELECT date::text, SUM(amount) as amount
FROM finance_transactions WHERE user_id=$1 AND type='expense' AND EXTRACT(MONTH FROM date)=$2 AND EXTRACT(YEAR FROM date)=$3
GROUP BY date ORDER BY date`, userID, month, year)
if err != nil {
return nil, err
}
defer dailyRows.Close()
for dailyRows.Next() {
var d model.DailySummary
if err := dailyRows.Scan(&d.Date, &d.Amount); err != nil {
return nil, err
}
summary.Daily = append(summary.Daily, d)
}
if summary.Daily == nil {
summary.Daily = []model.DailySummary{}
}
return summary, nil
}
func (r *FinanceRepository) GetAnalytics(userID int64, months int) (*model.FinanceAnalytics, error) {
analytics := &model.FinanceAnalytics{}
// Monthly trend
rows, err := r.db.Query(`SELECT TO_CHAR(date, 'YYYY-MM') as month,
COALESCE(SUM(CASE WHEN type='income' THEN amount ELSE 0 END),0) as income,
COALESCE(SUM(CASE WHEN type='expense' THEN amount ELSE 0 END),0) as expense
FROM finance_transactions WHERE user_id=$1 AND date >= (CURRENT_DATE - ($2 || ' months')::interval)
GROUP BY TO_CHAR(date, 'YYYY-MM') ORDER BY month`, userID, months)
if err != nil {
return nil, err
}
defer rows.Close()
for rows.Next() {
var mt model.MonthlyTrend
if err := rows.Scan(&mt.Month, &mt.Income, &mt.Expense); err != nil {
return nil, err
}
analytics.MonthlyTrend = append(analytics.MonthlyTrend, mt)
}
if analytics.MonthlyTrend == nil {
analytics.MonthlyTrend = []model.MonthlyTrend{}
}
// Avg daily expense for current month
now := time.Now()
var totalExpense float64
var dayCount int
r.db.QueryRow(`SELECT COALESCE(SUM(amount),0), COUNT(DISTINCT date)
FROM finance_transactions WHERE user_id=$1 AND type='expense'
AND EXTRACT(MONTH FROM date)=$2 AND EXTRACT(YEAR FROM date)=$3`,
userID, int(now.Month()), now.Year()).Scan(&totalExpense, &dayCount)
if dayCount > 0 {
analytics.AvgDailyExpense = totalExpense / float64(dayCount)
}
// Comparison with previous month
prevMonth := now.AddDate(0, -1, 0)
var currentMonthExp, prevMonthExp float64
r.db.QueryRow(`SELECT COALESCE(SUM(amount),0) FROM finance_transactions WHERE user_id=$1 AND type='expense'
AND EXTRACT(MONTH FROM date)=$2 AND EXTRACT(YEAR FROM date)=$3`,
userID, int(now.Month()), now.Year()).Scan(&currentMonthExp)
r.db.QueryRow(`SELECT COALESCE(SUM(amount),0) FROM finance_transactions WHERE user_id=$1 AND type='expense'
AND EXTRACT(MONTH FROM date)=$2 AND EXTRACT(YEAR FROM date)=$3`,
userID, int(prevMonth.Month()), prevMonth.Year()).Scan(&prevMonthExp)
analytics.ComparisonPrevMonth = model.Comparison{
Current: currentMonthExp,
Previous: prevMonthExp,
}
if prevMonthExp > 0 {
analytics.ComparisonPrevMonth.DiffPercent = (currentMonthExp - prevMonthExp) / prevMonthExp * 100
}
return analytics, nil
}
func (r *FinanceRepository) HasCategories(userID int64) (bool, error) {
var count int
err := r.db.Get(&count, `SELECT COUNT(*) FROM finance_categories WHERE user_id=$1`, userID)
return count > 0, err
}