"""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=[])