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26 kB
| """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=[]) | |