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"""Site-isolated persistence for the EveryDollar offline clone."""
from __future__ import annotations
import hashlib
import secrets
import time
from datetime import date
from typing import Any
from backend.site_backend_integration import open_site_services
SITE_ID = "everydollar"
backend, auth = open_site_services()
GROUPS = [
("Income", 0),
("Giving", 1),
("Savings", 2),
("Housing", 3),
("Transportation", 4),
("Food", 5),
("Lifestyle", 6),
("Insurance & Tax", 7),
("Debt", 8),
]
SCHEMA = """
CREATE TABLE IF NOT EXISTS everydollar_profiles (
subject_id TEXT PRIMARY KEY,
display_name TEXT NOT NULL,
email TEXT NOT NULL,
created_at INTEGER NOT NULL
);
CREATE TABLE IF NOT EXISTS everydollar_budgets (
owner_id TEXT NOT NULL,
month TEXT NOT NULL,
created_at INTEGER NOT NULL,
updated_at INTEGER NOT NULL,
PRIMARY KEY(owner_id, month)
);
CREATE TABLE IF NOT EXISTS everydollar_groups (
group_id TEXT PRIMARY KEY,
owner_id TEXT NOT NULL,
month TEXT NOT NULL,
name TEXT NOT NULL,
position INTEGER NOT NULL,
UNIQUE(owner_id, month, name)
);
CREATE TABLE IF NOT EXISTS everydollar_items (
item_id TEXT PRIMARY KEY,
owner_id TEXT NOT NULL,
month TEXT NOT NULL,
group_id TEXT NOT NULL,
label TEXT NOT NULL,
planned_cents INTEGER NOT NULL CHECK(planned_cents >= 0),
position INTEGER NOT NULL,
favorite INTEGER NOT NULL DEFAULT 0,
due_day INTEGER,
notes TEXT NOT NULL DEFAULT '',
updated_at INTEGER NOT NULL
);
CREATE TABLE IF NOT EXISTS everydollar_transactions (
transaction_id TEXT PRIMARY KEY,
owner_id TEXT NOT NULL,
month TEXT NOT NULL,
kind TEXT NOT NULL CHECK(kind IN ('expense','income')),
amount_cents INTEGER NOT NULL CHECK(amount_cents > 0),
merchant TEXT NOT NULL,
occurred_on TEXT NOT NULL,
item_id TEXT,
account_name TEXT NOT NULL DEFAULT 'Cash',
created_at INTEGER NOT NULL
);
CREATE TABLE IF NOT EXISTS everydollar_goals (
goal_id TEXT PRIMARY KEY,
owner_id TEXT NOT NULL,
label TEXT NOT NULL,
target_cents INTEGER NOT NULL CHECK(target_cents > 0),
saved_cents INTEGER NOT NULL CHECK(saved_cents >= 0),
target_month TEXT NOT NULL,
updated_at INTEGER NOT NULL
);
CREATE TABLE IF NOT EXISTS everydollar_preferences (
owner_id TEXT PRIMARY KEY,
reminders INTEGER NOT NULL DEFAULT 1,
weekly_summary INTEGER NOT NULL DEFAULT 1,
safe_to_spend INTEGER NOT NULL DEFAULT 0,
whole_numbers INTEGER NOT NULL DEFAULT 0,
updated_at INTEGER NOT NULL
);
"""
def initialize() -> None:
with backend.lifecycle.connection(transaction=True) as connection:
connection.executescript(SCHEMA)
initialize()
def current_month() -> str:
return date.today().strftime("%Y-%m")
def new_actor() -> str:
return "budgeter_" + secrets.token_urlsafe(18)
def ensure_auth_session(token: str | None) -> tuple[str, dict[str, Any]]:
return auth.ensure_session(token)
def resolve_account(token: str | None) -> dict[str, Any] | None:
return auth.resolve_session(token)
def _owner(actor_id: str, account: dict[str, Any] | None) -> str:
return str(account["subject_id"]) if account else actor_id
def register(email: str, display_name: str, password: str) -> dict[str, Any]:
details = auth.validate_registration_details(
email=email, display_name=display_name, password=password
)
if auth.account_exists(details["email"]):
raise ValueError("An account already exists for this email.")
subject = "budgeter_" + hashlib.sha256(details["email"].encode()).hexdigest()[:20]
auth.seed_account(
subject_id=subject,
email=details["email"],
display_name=details["display_name"],
password=details["password"],
email_verified=True,
)
ensure_profile(subject, details["display_name"], details["email"])
return {"subject_id": subject, "email": details["email"], "display_name": details["display_name"]}
def sign_in(session_token: str, email: str, password: str) -> dict[str, Any]:
result = auth.sign_in(session_token, email=email, password=password)
account = result["account"]
ensure_profile(account["subject_id"], account["display_name"], account["email_normalized"])
return result
def sign_out(session_token: str | None) -> None:
auth.sign_out(session_token)
def ensure_profile(subject_id: str, display_name: str, email: str) -> None:
now = int(time.time())
with backend.lifecycle.connection(transaction=True) as connection:
connection.execute(
"INSERT OR IGNORE INTO everydollar_profiles(subject_id,display_name,email,created_at) VALUES(?,?,?,?)",
(subject_id, display_name, email, now),
)
def transfer_budget(actor_id: str, subject_id: str) -> None:
"""Move anonymous local work into the newly authenticated site-local account."""
with backend.lifecycle.connection(transaction=True) as connection:
actor_months = connection.execute(
"SELECT month FROM everydollar_budgets WHERE owner_id=?", (actor_id,)
).fetchall()
for row in actor_months:
month = row["month"]
existing = connection.execute(
"SELECT 1 FROM everydollar_budgets WHERE owner_id=? AND month=?",
(subject_id, month),
).fetchone()
if existing:
continue
for table in ("everydollar_budgets", "everydollar_groups", "everydollar_items", "everydollar_transactions"):
connection.execute(
f"UPDATE {table} SET owner_id=? WHERE owner_id=? AND month=?",
(subject_id, actor_id, month),
)
# Goals have globally unique IDs; move guest work to the authenticated owner.
connection.execute("UPDATE everydollar_goals SET owner_id=? WHERE owner_id=?", (subject_id, actor_id))
# Existing account preferences win. New accounts inherit their guest choices.
existing_preferences = connection.execute("SELECT 1 FROM everydollar_preferences WHERE owner_id=?", (subject_id,)).fetchone()
if not existing_preferences:
connection.execute("UPDATE everydollar_preferences SET owner_id=? WHERE owner_id=?", (subject_id, actor_id))
else:
connection.execute("DELETE FROM everydollar_preferences WHERE owner_id=?", (actor_id,))
def ensure_budget(owner_id: str, month: str) -> None:
if not month or len(month) != 7 or month[4] != "-":
raise ValueError("Use a month in YYYY-MM format.")
now = int(time.time())
with backend.lifecycle.connection(transaction=True) as connection:
connection.execute(
"INSERT OR IGNORE INTO everydollar_budgets(owner_id,month,created_at,updated_at) VALUES(?,?,?,?)",
(owner_id, month, now, now),
)
for name, position in GROUPS:
group_id = hashlib.sha256(f"{owner_id}|{month}|{name}".encode()).hexdigest()[:24]
connection.execute(
"INSERT OR IGNORE INTO everydollar_groups(group_id,owner_id,month,name,position) VALUES(?,?,?,?,?)",
(group_id, owner_id, month, name, position),
)
connection.execute(
"INSERT OR IGNORE INTO everydollar_preferences(owner_id,updated_at) VALUES(?,?)",
(owner_id, now),
)
def _group_id(connection: Any, owner_id: str, month: str, name: str) -> str:
row = connection.execute(
"SELECT group_id FROM everydollar_groups WHERE owner_id=? AND month=? AND name=?",
(owner_id, month, name),
).fetchone()
if row:
return str(row["group_id"])
position = connection.execute(
"SELECT COALESCE(MAX(position),-1)+1 value FROM everydollar_groups WHERE owner_id=? AND month=?",
(owner_id, month),
).fetchone()["value"]
group_id = secrets.token_hex(12)
connection.execute(
"INSERT INTO everydollar_groups(group_id,owner_id,month,name,position) VALUES(?,?,?,?,?)",
(group_id, owner_id, month, name, int(position)),
)
return group_id
def snapshot(actor_id: str, account: dict[str, Any] | None, month: str | None = None) -> dict[str, Any]:
month = month or current_month()
owner_id = _owner(actor_id, account)
ensure_budget(owner_id, month)
with backend.lifecycle.connection() as connection:
group_rows = connection.execute(
"SELECT * FROM everydollar_groups WHERE owner_id=? AND month=? ORDER BY position,name",
(owner_id, month),
).fetchall()
item_rows = connection.execute(
"""SELECT i.*, COALESCE(SUM(CASE WHEN t.kind='expense' THEN t.amount_cents ELSE 0 END),0) expense_cents,
COALESCE(SUM(CASE WHEN t.kind='income' THEN t.amount_cents ELSE 0 END),0) income_cents
FROM everydollar_items i LEFT JOIN everydollar_transactions t ON t.item_id=i.item_id
WHERE i.owner_id=? AND i.month=? GROUP BY i.item_id ORDER BY i.position,i.label""",
(owner_id, month),
).fetchall()
transaction_rows = connection.execute(
"SELECT * FROM everydollar_transactions WHERE owner_id=? AND month=? ORDER BY occurred_on DESC,created_at DESC",
(owner_id, month),
).fetchall()
goal_rows = connection.execute(
"SELECT * FROM everydollar_goals WHERE owner_id=? ORDER BY updated_at DESC", (owner_id,)
).fetchall()
pref = connection.execute(
"SELECT * FROM everydollar_preferences WHERE owner_id=?", (owner_id,)
).fetchone()
by_group: dict[str, list[dict[str, Any]]] = {}
income_planned = expenses_planned = income_received = spent = 0
for row in item_rows:
is_income = next((g["name"] == "Income" for g in group_rows if g["group_id"] == row["group_id"]), False)
actual = int(row["income_cents"] if is_income else row["expense_cents"])
planned = int(row["planned_cents"])
if is_income:
income_planned += planned
income_received += actual
else:
expenses_planned += planned
spent += actual
by_group.setdefault(str(row["group_id"]), []).append(
{
"id": row["item_id"], "label": row["label"], "planned": planned / 100,
"actual": actual / 100, "remaining": (planned - actual) / 100,
"favorite": bool(row["favorite"]), "due_day": row["due_day"], "notes": row["notes"],
}
)
groups = []
palette = ["#38b86a", "#c22d8d", "#f5a623", "#23a6d5", "#ef7952", "#6941c6", "#80bd45", "#e84c88", "#667085"]
for index, group in enumerate(group_rows):
items = by_group.get(str(group["group_id"]), [])
groups.append({
"id": group["group_id"], "name": group["name"], "position": group["position"],
"items": items, "planned": sum(item["planned"] for item in items),
"actual": sum(item["actual"] for item in items), "remaining": sum(item["remaining"] for item in items),
"color": palette[index % len(palette)],
})
return {
"site_id": SITE_ID,
"month": month,
"account": account,
"groups": groups,
"transactions": [
{"id": row["transaction_id"], "kind": row["kind"], "amount": row["amount_cents"] / 100,
"merchant": row["merchant"], "date": row["occurred_on"], "item_id": row["item_id"],
"account_name": row["account_name"]}
for row in transaction_rows
],
"goals": [
{"id": row["goal_id"], "label": row["label"], "target": row["target_cents"] / 100,
"saved": row["saved_cents"] / 100, "target_month": row["target_month"]}
for row in goal_rows
],
"preferences": {"reminders": bool(pref["reminders"]), "weekly_summary": bool(pref["weekly_summary"]),
"safe_to_spend": bool(pref["safe_to_spend"]), "whole_numbers": bool(pref["whole_numbers"])},
"summary": {"income": income_planned / 100, "received": income_received / 100,
"planned": expenses_planned / 100, "spent": spent / 100,
"left_to_budget": (income_planned - expenses_planned) / 100,
"remaining": (expenses_planned - spent) / 100},
}
def add_item(actor_id: str, account: dict[str, Any] | None, payload: dict[str, Any]) -> dict[str, Any]:
month = str(payload.get("month") or current_month())
owner_id = _owner(actor_id, account)
ensure_budget(owner_id, month)
label = str(payload.get("label", "")).strip()
group_name = str(payload.get("group", "")).strip() or "Lifestyle"
if not label:
raise ValueError("Enter a budget item name.")
planned = round(float(payload.get("planned", 0)) * 100)
if planned < 0 or planned > 100_000_000_00:
raise ValueError("Enter a valid planned amount.")
now = int(time.time())
with backend.lifecycle.connection(transaction=True) as connection:
group_id = _group_id(connection, owner_id, month, group_name)
position = connection.execute(
"SELECT COALESCE(MAX(position),-1)+1 value FROM everydollar_items WHERE owner_id=? AND month=? AND group_id=?",
(owner_id, month, group_id),
).fetchone()["value"]
item_id = secrets.token_hex(12)
connection.execute(
"INSERT INTO everydollar_items(item_id,owner_id,month,group_id,label,planned_cents,position,updated_at) VALUES(?,?,?,?,?,?,?,?)",
(item_id, owner_id, month, group_id, label, planned, int(position), now),
)
return snapshot(actor_id, account, month)
def update_item(actor_id: str, account: dict[str, Any] | None, item_id: str, payload: dict[str, Any]) -> dict[str, Any]:
owner_id = _owner(actor_id, account)
with backend.lifecycle.connection(transaction=True) as connection:
row = connection.execute(
"SELECT * FROM everydollar_items WHERE item_id=? AND owner_id=?", (item_id, owner_id)
).fetchone()
if not row:
raise PermissionError("Budget item was not found for this budget.")
label = str(payload.get("label", row["label"])).strip()
if not label:
raise ValueError("Enter a budget item name.")
planned = round(float(payload.get("planned", row["planned_cents"] / 100)) * 100)
if planned < 0:
raise ValueError("Planned amount cannot be negative.")
connection.execute(
"UPDATE everydollar_items SET label=?,planned_cents=?,favorite=?,notes=?,updated_at=? WHERE item_id=? AND owner_id=?",
(label, planned, int(bool(payload.get("favorite", row["favorite"]))), str(payload.get("notes", row["notes"])), int(time.time()), item_id, owner_id),
)
month = row["month"]
return snapshot(actor_id, account, month)
def delete_item(actor_id: str, account: dict[str, Any] | None, item_id: str) -> dict[str, Any]:
owner_id = _owner(actor_id, account)
with backend.lifecycle.connection(transaction=True) as connection:
row = connection.execute(
"SELECT month FROM everydollar_items WHERE item_id=? AND owner_id=?", (item_id, owner_id)
).fetchone()
if not row:
raise PermissionError("Budget item was not found for this budget.")
connection.execute("UPDATE everydollar_transactions SET item_id=NULL WHERE item_id=? AND owner_id=?", (item_id, owner_id))
connection.execute("DELETE FROM everydollar_items WHERE item_id=? AND owner_id=?", (item_id, owner_id))
month = row["month"]
return snapshot(actor_id, account, month)
def move_item(actor_id: str, account: dict[str, Any] | None, item_id: str, direction: str) -> dict[str, Any]:
owner_id = _owner(actor_id, account)
if direction not in {"up", "down"}:
raise ValueError("Choose up or down.")
with backend.lifecycle.connection(transaction=True) as connection:
row = connection.execute(
"SELECT * FROM everydollar_items WHERE item_id=? AND owner_id=?", (item_id, owner_id)
).fetchone()
if not row:
raise PermissionError("Budget item was not found for this budget.")
operator = "<" if direction == "up" else ">"
order = "DESC" if direction == "up" else "ASC"
neighbor = connection.execute(
f"SELECT * FROM everydollar_items WHERE owner_id=? AND month=? AND group_id=? AND position {operator} ? ORDER BY position {order} LIMIT 1",
(owner_id, row["month"], row["group_id"], row["position"]),
).fetchone()
if neighbor:
connection.execute("UPDATE everydollar_items SET position=? WHERE item_id=?", (neighbor["position"], item_id))
connection.execute("UPDATE everydollar_items SET position=? WHERE item_id=?", (row["position"], neighbor["item_id"]))
month = row["month"]
return snapshot(actor_id, account, month)
def _transaction_date(value: str, month: str) -> str:
try:
parsed = date.fromisoformat(value)
except (ValueError, TypeError):
raise ValueError("Enter a valid transaction date.") from None
if parsed.isoformat() != value or value[:7] != month:
raise ValueError("Transaction date must be in the selected budget month.")
return value
def add_transaction(actor_id: str, account: dict[str, Any] | None, payload: dict[str, Any]) -> dict[str, Any]:
owner_id = _owner(actor_id, account)
month = str(payload.get("month") or current_month())
ensure_budget(owner_id, month)
kind = str(payload.get("kind", "expense"))
if kind not in {"expense", "income"}:
raise ValueError("Choose Expense or Income.")
amount = round(float(payload.get("amount", 0)) * 100)
merchant = str(payload.get("merchant", "")).strip()
item_id = str(payload.get("item_id") or "") or None
occurred_on = _transaction_date(str(payload.get("date") or month + "-01"), month)
if amount <= 0:
raise ValueError("Enter an amount greater than zero.")
if not merchant:
raise ValueError("Enter a merchant or income source.")
with backend.lifecycle.connection(transaction=True) as connection:
if item_id and not connection.execute(
"SELECT 1 FROM everydollar_items WHERE item_id=? AND owner_id=? AND month=?", (item_id, owner_id, month)
).fetchone():
raise PermissionError("Choose a budget item from this budget.")
connection.execute(
"INSERT INTO everydollar_transactions(transaction_id,owner_id,month,kind,amount_cents,merchant,occurred_on,item_id,account_name,created_at) VALUES(?,?,?,?,?,?,?,?,?,?)",
(secrets.token_hex(12), owner_id, month, kind, amount, merchant, occurred_on, item_id, str(payload.get("account_name") or "Cash"), int(time.time())),
)
return snapshot(actor_id, account, month)
def update_transaction(actor_id: str, account: dict[str, Any] | None, transaction_id: str, payload: dict[str, Any]) -> dict[str, Any]:
owner_id = _owner(actor_id, account)
with backend.lifecycle.connection(transaction=True) as connection:
row = connection.execute(
"SELECT * FROM everydollar_transactions WHERE transaction_id=? AND owner_id=?", (transaction_id, owner_id)
).fetchone()
if not row:
raise PermissionError("Transaction was not found.")
kind = str(payload.get("kind", row["kind"]))
amount = round(float(payload.get("amount", row["amount_cents"] / 100)) * 100)
merchant = str(payload.get("merchant", row["merchant"])).strip()
item_id = str(payload.get("item_id", row["item_id"]) or "") or None
if kind not in {"expense", "income"} or amount <= 0 or not merchant:
raise ValueError("Enter a valid transaction type, amount and merchant.")
occurred_on = _transaction_date(str(payload.get("date") or row["occurred_on"]), row["month"])
if item_id and not connection.execute(
"SELECT 1 FROM everydollar_items WHERE item_id=? AND owner_id=? AND month=?", (item_id, owner_id, row["month"])
).fetchone():
raise PermissionError("Choose a budget item from this budget.")
connection.execute(
"UPDATE everydollar_transactions SET kind=?,amount_cents=?,merchant=?,occurred_on=?,item_id=?,account_name=? WHERE transaction_id=? AND owner_id=?",
(kind, amount, merchant, occurred_on, item_id,
str(payload.get("account_name") or row["account_name"]), transaction_id, owner_id),
)
month = row["month"]
return snapshot(actor_id, account, month)
def delete_transaction(actor_id: str, account: dict[str, Any] | None, transaction_id: str) -> dict[str, Any]:
owner_id = _owner(actor_id, account)
with backend.lifecycle.connection(transaction=True) as connection:
row = connection.execute(
"SELECT month FROM everydollar_transactions WHERE transaction_id=? AND owner_id=?", (transaction_id, owner_id)
).fetchone()
if not row:
raise PermissionError("Transaction was not found.")
connection.execute("DELETE FROM everydollar_transactions WHERE transaction_id=? AND owner_id=?", (transaction_id, owner_id))
month = row["month"]
return snapshot(actor_id, account, month)
def copy_month(actor_id: str, account: dict[str, Any] | None, source: str, target: str) -> dict[str, Any]:
owner_id = _owner(actor_id, account)
ensure_budget(owner_id, source)
ensure_budget(owner_id, target)
with backend.lifecycle.connection(transaction=True) as connection:
existing = connection.execute(
"SELECT COUNT(*) count FROM everydollar_items WHERE owner_id=? AND month=?", (owner_id, target)
).fetchone()["count"]
if existing:
raise ValueError("The destination month already has planned items.")
source_items = connection.execute(
"""SELECT i.*,g.name group_name FROM everydollar_items i JOIN everydollar_groups g ON g.group_id=i.group_id
WHERE i.owner_id=? AND i.month=? ORDER BY g.position,i.position""", (owner_id, source)
).fetchall()
for row in source_items:
target_group = _group_id(connection, owner_id, target, row["group_name"])
connection.execute(
"INSERT INTO everydollar_items(item_id,owner_id,month,group_id,label,planned_cents,position,favorite,due_day,notes,updated_at) VALUES(?,?,?,?,?,?,?,?,?,?,?)",
(secrets.token_hex(12), owner_id, target, target_group, row["label"], row["planned_cents"], row["position"], row["favorite"], row["due_day"], row["notes"], int(time.time())),
)
return snapshot(actor_id, account, target)
def save_goal(actor_id: str, account: dict[str, Any] | None, payload: dict[str, Any]) -> dict[str, Any]:
owner_id = _owner(actor_id, account)
label = str(payload.get("label", "")).strip()
target = round(float(payload.get("target", 0)) * 100)
saved = round(float(payload.get("saved", 0)) * 100)
target_month = str(payload.get("target_month") or current_month())
if not label or target <= 0 or saved < 0:
raise ValueError("Enter a goal name and a target greater than zero.")
with backend.lifecycle.connection(transaction=True) as connection:
connection.execute(
"INSERT INTO everydollar_goals(goal_id,owner_id,label,target_cents,saved_cents,target_month,updated_at) VALUES(?,?,?,?,?,?,?)",
(secrets.token_hex(12), owner_id, label, target, saved, target_month, int(time.time())),
)
return snapshot(actor_id, account)
def update_goal(actor_id: str, account: dict[str, Any] | None, goal_id: str, payload: dict[str, Any]) -> dict[str, Any]:
owner_id = _owner(actor_id, account)
with backend.lifecycle.connection(transaction=True) as connection:
row = connection.execute("SELECT * FROM everydollar_goals WHERE goal_id=? AND owner_id=?", (goal_id, owner_id)).fetchone()
if not row:
raise PermissionError("Goal was not found.")
saved = round(float(payload.get("saved", row["saved_cents"] / 100)) * 100)
target = round(float(payload.get("target", row["target_cents"] / 100)) * 100)
if saved < 0 or target <= 0:
raise ValueError("Enter valid goal amounts.")
connection.execute(
"UPDATE everydollar_goals SET label=?,target_cents=?,saved_cents=?,target_month=?,updated_at=? WHERE goal_id=? AND owner_id=?",
(str(payload.get("label", row["label"])).strip(), target, saved,
str(payload.get("target_month", row["target_month"])), int(time.time()), goal_id, owner_id),
)
return snapshot(actor_id, account)
def save_preferences(actor_id: str, account: dict[str, Any] | None, payload: dict[str, Any]) -> dict[str, Any]:
owner_id = _owner(actor_id, account)
ensure_budget(owner_id, current_month())
with backend.lifecycle.connection(transaction=True) as connection:
connection.execute(
"""UPDATE everydollar_preferences SET reminders=?,weekly_summary=?,safe_to_spend=?,whole_numbers=?,updated_at=?
WHERE owner_id=?""",
(int(bool(payload.get("reminders"))), int(bool(payload.get("weekly_summary"))),
int(bool(payload.get("safe_to_spend"))), int(bool(payload.get("whole_numbers"))), int(time.time()), owner_id),
)
return snapshot(actor_id, account)
def reset() -> None:
def site_reset(connection: Any) -> None:
for table in (
"everydollar_transactions", "everydollar_items", "everydollar_groups", "everydollar_budgets",
"everydollar_goals", "everydollar_preferences", "everydollar_profiles",
):
connection.execute(f"DELETE FROM {table}")
auth.reset_site_state(site_reset=site_reset, seed_accounts=[])