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Code Issues Releases Wiki Activity

Merge pull request #32 from aclindsa/models_split

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Split models from handlers into own internal package
This commit is contained in:
Aaron Lindsay
2017-12-05 20:56:47 -05:00
committed by GitHub
parent 382d6ad434 3e3038295d
commit 1dc57dc761
37 changed files with 1081 additions and 995 deletions
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23
internal/db/db.go
View File

@@ -5,7 +5,7 @@ import (
"fmt"
"github.com/aclindsa/gorp"
"github.com/aclindsa/moneygo/internal/config"
"github.com/aclindsa/moneygo/internal/handlers"
"github.com/aclindsa/moneygo/internal/models"
_ "github.com/go-sql-driver/mysql"
_ "github.com/lib/pq"
_ "github.com/mattn/go-sqlite3"
@@ -13,6 +13,9 @@ import (
"strings"
)
// luaMaxLengthBuffer is intended to be enough bytes such that a given string
// no longer than models.LuaMaxLength is sure to fit within a database
// implementation's string type specified by the same.
const luaMaxLengthBuffer int = 4096
func GetDbMap(db *sql.DB, dbtype config.DbType) (*gorp.DbMap, error) {
@@ -33,15 +36,15 @@ func GetDbMap(db *sql.DB, dbtype config.DbType) (*gorp.DbMap, error) {
}
dbmap := &gorp.DbMap{Db: db, Dialect: dialect}
dbmap.AddTableWithName(handlers.User{}, "users").SetKeys(true, "UserId")
dbmap.AddTableWithName(handlers.Session{}, "sessions").SetKeys(true, "SessionId")
dbmap.AddTableWithName(handlers.Account{}, "accounts").SetKeys(true, "AccountId")
dbmap.AddTableWithName(handlers.Security{}, "securities").SetKeys(true, "SecurityId")
dbmap.AddTableWithName(handlers.Transaction{}, "transactions").SetKeys(true, "TransactionId")
dbmap.AddTableWithName(handlers.Split{}, "splits").SetKeys(true, "SplitId")
dbmap.AddTableWithName(handlers.Price{}, "prices").SetKeys(true, "PriceId")
rtable := dbmap.AddTableWithName(handlers.Report{}, "reports").SetKeys(true, "ReportId")
rtable.ColMap("Lua").SetMaxSize(handlers.LuaMaxLength + luaMaxLengthBuffer)
dbmap.AddTableWithName(models.User{}, "users").SetKeys(true, "UserId")
dbmap.AddTableWithName(models.Session{}, "sessions").SetKeys(true, "SessionId")
dbmap.AddTableWithName(models.Account{}, "accounts").SetKeys(true, "AccountId")
dbmap.AddTableWithName(models.Security{}, "securities").SetKeys(true, "SecurityId")
dbmap.AddTableWithName(models.Transaction{}, "transactions").SetKeys(true, "TransactionId")
dbmap.AddTableWithName(models.Split{}, "splits").SetKeys(true, "SplitId")
dbmap.AddTableWithName(models.Price{}, "prices").SetKeys(true, "PriceId")
rtable := dbmap.AddTableWithName(models.Report{}, "reports").SetKeys(true, "ReportId")
rtable.ColMap("Lua").SetMaxSize(models.LuaMaxLength + luaMaxLengthBuffer)
err := dbmap.CreateTablesIfNotExists()
if err != nil {

166
internal/handlers/accounts.go
View File

@@ -1,126 +1,14 @@
package handlers
import (
"encoding/json"
"errors"
"github.com/aclindsa/moneygo/internal/models"
"log"
"net/http"
"strings"
)
type AccountType int64
const (
Bank AccountType = 1 // start at 1 so that the default (0) is invalid
Cash = 2
Asset = 3
Liability = 4
Investment = 5
Income = 6
Expense = 7
Trading = 8
Equity = 9
Receivable = 10
Payable = 11
)
var AccountTypes = []AccountType{
Bank,
Cash,
Asset,
Liability,
Investment,
Income,
Expense,
Trading,
Equity,
Receivable,
Payable,
}
func (t AccountType) String() string {
switch t {
case Bank:
return "Bank"
case Cash:
return "Cash"
case Asset:
return "Asset"
case Liability:
return "Liability"
case Investment:
return "Investment"
case Income:
return "Income"
case Expense:
return "Expense"
case Trading:
return "Trading"
case Equity:
return "Equity"
case Receivable:
return "Receivable"
case Payable:
return "Payable"
}
return ""
}
type Account struct {
AccountId int64
ExternalAccountId string
UserId int64
SecurityId int64
ParentAccountId int64 // -1 if this account is at the root
Type AccountType
Name string
// monotonically-increasing account transaction version number. Used for
// allowing a client to ensure they have a consistent version when paging
// through transactions.
AccountVersion int64 `json:"Version"`
// Optional fields specifying how to fetch transactions from a bank via OFX
OFXURL string
OFXORG string
OFXFID string
OFXUser string
OFXBankID string // OFX BankID (BrokerID if AcctType == Investment)
OFXAcctID string
OFXAcctType string // ofxgo.acctType
OFXClientUID string
OFXAppID string
OFXAppVer string
OFXVersion string
OFXNoIndent bool
}
type AccountList struct {
Accounts *[]Account `json:"accounts"`
}
func (a *Account) Write(w http.ResponseWriter) error {
enc := json.NewEncoder(w)
return enc.Encode(a)
}
func (a *Account) Read(json_str string) error {
dec := json.NewDecoder(strings.NewReader(json_str))
return dec.Decode(a)
}
func (al *AccountList) Write(w http.ResponseWriter) error {
enc := json.NewEncoder(w)
return enc.Encode(al)
}
func (al *AccountList) Read(json_str string) error {
dec := json.NewDecoder(strings.NewReader(json_str))
return dec.Decode(al)
}
func GetAccount(tx *Tx, accountid int64, userid int64) (*Account, error) {
var a Account
func GetAccount(tx *Tx, accountid int64, userid int64) (*models.Account, error) {
var a models.Account
err := tx.SelectOne(&a, "SELECT * from accounts where UserId=? AND AccountId=?", userid, accountid)
if err != nil {
@@ -129,8 +17,8 @@ func GetAccount(tx *Tx, accountid int64, userid int64) (*Account, error) {
return &a, nil
}
func GetAccounts(tx *Tx, userid int64) (*[]Account, error) {
var accounts []Account
func GetAccounts(tx *Tx, userid int64) (*[]models.Account, error) {
var accounts []models.Account
_, err := tx.Select(&accounts, "SELECT * from accounts where UserId=?", userid)
if err != nil {
@@ -141,9 +29,9 @@ func GetAccounts(tx *Tx, userid int64) (*[]Account, error) {
// Get (and attempt to create if it doesn't exist). Matches on UserId,
// SecurityId, Type, Name, and ParentAccountId
func GetCreateAccount(tx *Tx, a Account) (*Account, error) {
var accounts []Account
var account Account
func GetCreateAccount(tx *Tx, a models.Account) (*models.Account, error) {
var accounts []models.Account
var account models.Account
// Try to find the top-level trading account
_, err := tx.Select(&accounts, "SELECT * from accounts where UserId=? AND SecurityId=? AND Type=? AND Name=? AND ParentAccountId=? ORDER BY AccountId ASC LIMIT 1", a.UserId, a.SecurityId, a.Type, a.Name, a.ParentAccountId)
@@ -169,9 +57,9 @@ func GetCreateAccount(tx *Tx, a Account) (*Account, error) {
// Get (and attempt to create if it doesn't exist) the security/currency
// trading account for the supplied security/currency
func GetTradingAccount(tx *Tx, userid int64, securityid int64) (*Account, error) {
var tradingAccount Account
var account Account
func GetTradingAccount(tx *Tx, userid int64, securityid int64) (*models.Account, error) {
var tradingAccount models.Account
var account models.Account
user, err := GetUser(tx, userid)
if err != nil {
@@ -179,7 +67,7 @@ func GetTradingAccount(tx *Tx, userid int64, securityid int64) (*Account, error)
}
tradingAccount.UserId = userid
tradingAccount.Type = Trading
tradingAccount.Type = models.Trading
tradingAccount.Name = "Trading"
tradingAccount.SecurityId = user.DefaultCurrency
tradingAccount.ParentAccountId = -1
@@ -199,7 +87,7 @@ func GetTradingAccount(tx *Tx, userid int64, securityid int64) (*Account, error)
account.Name = security.Name
account.ParentAccountId = ta.AccountId
account.SecurityId = securityid
account.Type = Trading
account.Type = models.Trading
a, err := GetCreateAccount(tx, account)
if err != nil {
@@ -211,10 +99,10 @@ func GetTradingAccount(tx *Tx, userid int64, securityid int64) (*Account, error)
// Get (and attempt to create if it doesn't exist) the security/currency
// imbalance account for the supplied security/currency
func GetImbalanceAccount(tx *Tx, userid int64, securityid int64) (*Account, error) {
var imbalanceAccount Account
var account Account
xxxtemplate := FindSecurityTemplate("XXX", Currency)
func GetImbalanceAccount(tx *Tx, userid int64, securityid int64) (*models.Account, error) {
var imbalanceAccount models.Account
var account models.Account
xxxtemplate := FindSecurityTemplate("XXX", models.Currency)
if xxxtemplate == nil {
return nil, errors.New("Couldn't find XXX security template")
}
@@ -227,7 +115,7 @@ func GetImbalanceAccount(tx *Tx, userid int64, securityid int64) (*Account, erro
imbalanceAccount.Name = "Imbalances"
imbalanceAccount.ParentAccountId = -1
imbalanceAccount.SecurityId = xxxsecurity.SecurityId
imbalanceAccount.Type = Bank
imbalanceAccount.Type = models.Bank
// Find/create the top-level trading account
ia, err := GetCreateAccount(tx, imbalanceAccount)
@@ -244,7 +132,7 @@ func GetImbalanceAccount(tx *Tx, userid int64, securityid int64) (*Account, erro
account.Name = security.Name
account.ParentAccountId = ia.AccountId
account.SecurityId = securityid
account.Type = Bank
account.Type = models.Bank
a, err := GetCreateAccount(tx, account)
if err != nil {
@@ -272,7 +160,7 @@ func (cae CircularAccountsError) Error() string {
return "Would result in circular account relationship"
}
func insertUpdateAccount(tx *Tx, a *Account, insert bool) error {
func insertUpdateAccount(tx *Tx, a *models.Account, insert bool) error {
found := make(map[int64]bool)
if !insert {
found[a.AccountId] = true
@@ -285,7 +173,7 @@ func insertUpdateAccount(tx *Tx, a *Account, insert bool) error {
return TooMuchNestingError{}
}
var a Account
var a models.Account
err := tx.SelectOne(&a, "SELECT * from accounts where AccountId=?", parentid)
if err != nil {
return ParentAccountMissingError{}
@@ -328,15 +216,15 @@ func insertUpdateAccount(tx *Tx, a *Account, insert bool) error {
return nil
}
func InsertAccount(tx *Tx, a *Account) error {
func InsertAccount(tx *Tx, a *models.Account) error {
return insertUpdateAccount(tx, a, true)
}
func UpdateAccount(tx *Tx, a *Account) error {
func UpdateAccount(tx *Tx, a *models.Account) error {
return insertUpdateAccount(tx, a, false)
}
func DeleteAccount(tx *Tx, a *Account) error {
func DeleteAccount(tx *Tx, a *models.Account) error {
if a.ParentAccountId != -1 {
// Re-parent splits to this account's parent account if this account isn't a root account
_, err := tx.Exec("UPDATE splits SET AccountId=? WHERE AccountId=?", a.ParentAccountId, a.AccountId)
@@ -383,7 +271,7 @@ func AccountHandler(r *http.Request, context *Context) ResponseWriterWriter {
return AccountImportHandler(context, r, user, accountid)
}
var account Account
var account models.Account
if err := ReadJSON(r, &account); err != nil {
return NewError(3 /*Invalid Request*/)
}
@@ -414,7 +302,7 @@ func AccountHandler(r *http.Request, context *Context) ResponseWriterWriter {
} else if r.Method == "GET" {
if context.LastLevel() {
//Return all Accounts
var al AccountList
var al models.AccountList
accounts, err := GetAccounts(context.Tx, user.UserId)
if err != nil {
log.Print(err)
@@ -446,7 +334,7 @@ func AccountHandler(r *http.Request, context *Context) ResponseWriterWriter {
return NewError(3 /*Invalid Request*/)
}
if r.Method == "PUT" {
var account Account
var account models.Account
if err := ReadJSON(r, &account); err != nil || account.AccountId != accountid {
return NewError(3 /*Invalid Request*/)
}

21
internal/handlers/accounts_lua.go
View File

@@ -3,6 +3,7 @@ package handlers
import (
"context"
"errors"
"github.com/aclindsa/moneygo/internal/models"
"github.com/yuin/gopher-lua"
"math/big"
"strings"
@@ -10,8 +11,8 @@ import (
const luaAccountTypeName = "account"
func luaContextGetAccounts(L *lua.LState) (map[int64]*Account, error) {
var account_map map[int64]*Account
func luaContextGetAccounts(L *lua.LState) (map[int64]*models.Account, error) {
var account_map map[int64]*models.Account
ctx := L.Context()
@@ -20,9 +21,9 @@ func luaContextGetAccounts(L *lua.LState) (map[int64]*Account, error) {
return nil, errors.New("Couldn't find tx in lua's Context")
}
account_map, ok = ctx.Value(accountsContextKey).(map[int64]*Account)
account_map, ok = ctx.Value(accountsContextKey).(map[int64]*models.Account)
if !ok {
user, ok := ctx.Value(userContextKey).(*User)
user, ok := ctx.Value(userContextKey).(*models.User)
if !ok {
return nil, errors.New("Couldn't find User in lua's Context")
}
@@ -32,7 +33,7 @@ func luaContextGetAccounts(L *lua.LState) (map[int64]*Account, error) {
return nil, err
}
account_map = make(map[int64]*Account)
account_map = make(map[int64]*models.Account)
for i := range *accounts {
account_map[(*accounts)[i].AccountId] = &(*accounts)[i]
}
@@ -68,7 +69,7 @@ func luaRegisterAccounts(L *lua.LState) {
L.SetField(mt, "__eq", L.NewFunction(luaAccount__eq))
L.SetField(mt, "__metatable", lua.LString("protected"))
for _, accttype := range AccountTypes {
for _, accttype := range models.AccountTypes {
L.SetField(mt, accttype.String(), lua.LNumber(float64(accttype)))
}
@@ -78,7 +79,7 @@ func luaRegisterAccounts(L *lua.LState) {
L.SetGlobal("get_accounts", getAccountsFn)
}
func AccountToLua(L *lua.LState, account *Account) *lua.LUserData {
func AccountToLua(L *lua.LState, account *models.Account) *lua.LUserData {
ud := L.NewUserData()
ud.Value = account
L.SetMetatable(ud, L.GetTypeMetatable(luaAccountTypeName))
@@ -86,9 +87,9 @@ func AccountToLua(L *lua.LState, account *Account) *lua.LUserData {
}
// Checks whether the first lua argument is a *LUserData with *Account and returns this *Account.
func luaCheckAccount(L *lua.LState, n int) *Account {
func luaCheckAccount(L *lua.LState, n int) *models.Account {
ud := L.CheckUserData(n)
if account, ok := ud.Value.(*Account); ok {
if account, ok := ud.Value.(*models.Account); ok {
return account
}
L.ArgError(n, "account expected")
@@ -153,7 +154,7 @@ func luaAccountBalance(L *lua.LState) int {
if !ok {
panic("Couldn't find tx in lua's Context")
}
user, ok := ctx.Value(userContextKey).(*User)
user, ok := ctx.Value(userContextKey).(*models.User)
if !ok {
panic("Couldn't find User in lua's Context")
}

21
internal/handlers/accounts_test.go
View File

@@ -2,19 +2,20 @@ package handlers_test
import (
"github.com/aclindsa/moneygo/internal/handlers"
"github.com/aclindsa/moneygo/internal/models"
"net/http"
"strconv"
"testing"
)
func createAccount(client *http.Client, account *handlers.Account) (*handlers.Account, error) {
var a handlers.Account
func createAccount(client *http.Client, account *models.Account) (*models.Account, error) {
var a models.Account
err := create(client, account, &a, "/v1/accounts/")
return &a, err
}
func getAccount(client *http.Client, accountid int64) (*handlers.Account, error) {
var a handlers.Account
func getAccount(client *http.Client, accountid int64) (*models.Account, error) {
var a models.Account
err := read(client, &a, "/v1/accounts/"+strconv.FormatInt(accountid, 10))
if err != nil {
return nil, err
@@ -22,8 +23,8 @@ func getAccount(client *http.Client, accountid int64) (*handlers.Account, error)
return &a, nil
}
func getAccounts(client *http.Client) (*handlers.AccountList, error) {
var al handlers.AccountList
func getAccounts(client *http.Client) (*models.AccountList, error) {
var al models.AccountList
err := read(client, &al, "/v1/accounts/")
if err != nil {
return nil, err
@@ -31,8 +32,8 @@ func getAccounts(client *http.Client) (*handlers.AccountList, error) {
return &al, nil
}
func updateAccount(client *http.Client, account *handlers.Account) (*handlers.Account, error) {
var a handlers.Account
func updateAccount(client *http.Client, account *models.Account) (*models.Account, error) {
var a models.Account
err := update(client, account, &a, "/v1/accounts/"+strconv.FormatInt(account.AccountId, 10))
if err != nil {
return nil, err
@@ -40,7 +41,7 @@ func updateAccount(client *http.Client, account *handlers.Account) (*handlers.Ac
return &a, nil
}
func deleteAccount(client *http.Client, a *handlers.Account) error {
func deleteAccount(client *http.Client, a *models.Account) error {
err := remove(client, "/v1/accounts/"+strconv.FormatInt(a.AccountId, 10))
if err != nil {
return err
@@ -137,7 +138,7 @@ func TestUpdateAccount(t *testing.T) {
curr := d.accounts[i]
curr.Name = "blah"
curr.Type = handlers.Payable
curr.Type = models.Payable
for _, s := range d.securities {
if s.UserId == curr.UserId {
curr.SecurityId = s.SecurityId

3
internal/handlers/balance_lua.go
View File

@@ -1,12 +1,13 @@
package handlers
import (
"github.com/aclindsa/moneygo/internal/models"
"github.com/yuin/gopher-lua"
"math/big"
)
type Balance struct {
Security *Security
Security *models.Security
Amount *big.Rat
}

3
internal/handlers/common_test.go
View File

@@ -7,6 +7,7 @@ import (
"github.com/aclindsa/moneygo/internal/config"
"github.com/aclindsa/moneygo/internal/db"
"github.com/aclindsa/moneygo/internal/handlers"
"github.com/aclindsa/moneygo/internal/models"
"io"
"io/ioutil"
"log"
@@ -202,7 +203,7 @@ func uploadFile(client *http.Client, filename, urlsuffix string) error {
return nil
}
func accountBalanceHelper(t *testing.T, client *http.Client, account *handlers.Account, balance string) {
func accountBalanceHelper(t *testing.T, client *http.Client, account *models.Account, balance string) {
t.Helper()
transactions, err := getAccountTransactions(client, account.AccountId, 0, 0, "")
if err != nil {

61
internal/handlers/gnucash.go
View File

@@ -6,6 +6,7 @@ import (
"encoding/xml"
"errors"
"fmt"
"github.com/aclindsa/moneygo/internal/models"
"io"
"log"
"math"
@@ -22,7 +23,7 @@ type GnucashXMLCommodity struct {
XCode string `xml:"http://www.gnucash.org/XML/cmdty xcode"`
}
type GnucashCommodity struct{ Security }
type GnucashCommodity struct{ models.Security }
func (gc *GnucashCommodity) UnmarshalXML(d *xml.Decoder, start xml.StartElement) error {
var gxc GnucashXMLCommodity
@@ -35,12 +36,12 @@ func (gc *GnucashCommodity) UnmarshalXML(d *xml.Decoder, start xml.StartElement)
gc.Description = gxc.Description
gc.AlternateId = gxc.XCode
gc.Security.Type = Stock // assumed default
gc.Security.Type = models.Stock // assumed default
if gxc.Type == "ISO4217" {
gc.Security.Type = Currency
gc.Security.Type = models.Currency
// Get the number from our templates for the AlternateId because
// Gnucash uses 'id' (our Name) to supply the string ISO4217 code
template := FindSecurityTemplate(gxc.Name, Currency)
template := FindSecurityTemplate(gxc.Name, models.Currency)
if template == nil {
return errors.New("Unable to find security template for Gnucash ISO4217 commodity")
}
@@ -125,10 +126,10 @@ type GnucashXMLImport struct {
}
type GnucashImport struct {
Securities []Security
Accounts []Account
Transactions []Transaction
Prices []Price
Securities []models.Security
Accounts []models.Account
Transactions []models.Transaction
Prices []models.Price
}
func ImportGnucash(r io.Reader) (*GnucashImport, error) {
@@ -143,7 +144,7 @@ func ImportGnucash(r io.Reader) (*GnucashImport, error) {
}
// Fixup securities, making a map of them as we go
securityMap := make(map[string]Security)
securityMap := make(map[string]models.Security)
for i := range gncxml.Commodities {
s := gncxml.Commodities[i].Security
s.SecurityId = int64(i + 1)
@@ -160,7 +161,7 @@ func ImportGnucash(r io.Reader) (*GnucashImport, error) {
// Create prices, setting security and currency IDs from securityMap
for i := range gncxml.PriceDB.Prices {
price := gncxml.PriceDB.Prices[i]
var p Price
var p models.Price
security, ok := securityMap[price.Commodity.Name]
if !ok {
return nil, fmt.Errorf("Unable to find commodity '%s' for price '%s'", price.Commodity.Name, price.Id)
@@ -169,7 +170,7 @@ func ImportGnucash(r io.Reader) (*GnucashImport, error) {
if !ok {
return nil, fmt.Errorf("Unable to find currency '%s' for price '%s'", price.Currency.Name, price.Id)
}
if currency.Type != Currency {
if currency.Type != models.Currency {
return nil, fmt.Errorf("Currency for imported price isn't actually a currency\n")
}
p.PriceId = int64(i + 1)
@@ -205,7 +206,7 @@ func ImportGnucash(r io.Reader) (*GnucashImport, error) {
//Translate to our account format, figuring out parent relationships
for guid := range accountMap {
ga := accountMap[guid]
var a Account
var a models.Account
a.AccountId = ga.accountid
if ga.ParentAccountId == rootAccount.AccountId {
@@ -228,29 +229,29 @@ func ImportGnucash(r io.Reader) (*GnucashImport, error) {
//TODO find account types
switch ga.Type {
default:
a.Type = Bank
a.Type = models.Bank
case "ASSET":
a.Type = Asset
a.Type = models.Asset
case "BANK":
a.Type = Bank
a.Type = models.Bank
case "CASH":
a.Type = Cash
a.Type = models.Cash
case "CREDIT", "LIABILITY":
a.Type = Liability
a.Type = models.Liability
case "EQUITY":
a.Type = Equity
a.Type = models.Equity
case "EXPENSE":
a.Type = Expense
a.Type = models.Expense
case "INCOME":
a.Type = Income
a.Type = models.Income
case "PAYABLE":
a.Type = Payable
a.Type = models.Payable
case "RECEIVABLE":
a.Type = Receivable
a.Type = models.Receivable
case "MUTUAL", "STOCK":
a.Type = Investment
a.Type = models.Investment
case "TRADING":
a.Type = Trading
a.Type = models.Trading
}
gncimport.Accounts = append(gncimport.Accounts, a)
@@ -260,20 +261,20 @@ func ImportGnucash(r io.Reader) (*GnucashImport, error) {
for i := range gncxml.Transactions {
gt := gncxml.Transactions[i]
t := new(Transaction)
t := new(models.Transaction)
t.Description = gt.Description
t.Date = gt.DatePosted.Date.Time
for j := range gt.Splits {
gs := gt.Splits[j]
s := new(Split)
s := new(models.Split)
switch gs.Status {
default: // 'n', or not present
s.Status = Imported
s.Status = models.Imported
case "c":
s.Status = Cleared
s.Status = models.Cleared
case "y":
s.Status = Reconciled
s.Status = models.Reconciled
}
account, ok := accountMap[gs.AccountId]
@@ -436,7 +437,7 @@ func GnucashImportHandler(r *http.Request, context *Context) ResponseWriterWrite
}
split.AccountId = acctId
exists, err := split.AlreadyImported(context.Tx)
exists, err := SplitAlreadyImported(context.Tx, split)
if err != nil {
log.Print("Error checking if split was already imported:", err)
return NewError(999 /*Internal Error*/)

24
internal/handlers/gnucash_test.go
View File

@@ -1,7 +1,7 @@
package handlers_test
import (
"github.com/aclindsa/moneygo/internal/handlers"
"github.com/aclindsa/moneygo/internal/models"
"net/http"
"testing"
)
@@ -31,19 +31,19 @@ func TestImportGnucash(t *testing.T) {
}
// Next, find the Expenses/Groceries account and verify it's balance
var income, equity, liabilities, expenses, salary, creditcard, groceries, cable, openingbalances *handlers.Account
var income, equity, liabilities, expenses, salary, creditcard, groceries, cable, openingbalances *models.Account
accounts, err := getAccounts(d.clients[0])
if err != nil {
t.Fatalf("Error fetching accounts: %s\n", err)
}
for i, account := range *accounts.Accounts {
if account.Name == "Income" && account.Type == handlers.Income && account.ParentAccountId == -1 {
if account.Name == "Income" && account.Type == models.Income && account.ParentAccountId == -1 {
income = &(*accounts.Accounts)[i]
} else if account.Name == "Equity" && account.Type == handlers.Equity && account.ParentAccountId == -1 {
} else if account.Name == "Equity" && account.Type == models.Equity && account.ParentAccountId == -1 {
equity = &(*accounts.Accounts)[i]
} else if account.Name == "Liabilities" && account.Type == handlers.Liability && account.ParentAccountId == -1 {
} else if account.Name == "Liabilities" && account.Type == models.Liability && account.ParentAccountId == -1 {
liabilities = &(*accounts.Accounts)[i]
} else if account.Name == "Expenses" && account.Type == handlers.Expense && account.ParentAccountId == -1 {
} else if account.Name == "Expenses" && account.Type == models.Expense && account.ParentAccountId == -1 {
expenses = &(*accounts.Accounts)[i]
}
}
@@ -60,15 +60,15 @@ func TestImportGnucash(t *testing.T) {
t.Fatalf("Couldn't find 'Expenses' account")
}
for i, account := range *accounts.Accounts {
if account.Name == "Salary" && account.Type == handlers.Income && account.ParentAccountId == income.AccountId {
if account.Name == "Salary" && account.Type == models.Income && account.ParentAccountId == income.AccountId {
salary = &(*accounts.Accounts)[i]
} else if account.Name == "Opening Balances" && account.Type == handlers.Equity && account.ParentAccountId == equity.AccountId {
} else if account.Name == "Opening Balances" && account.Type == models.Equity && account.ParentAccountId == equity.AccountId {
openingbalances = &(*accounts.Accounts)[i]
} else if account.Name == "Credit Card" && account.Type == handlers.Liability && account.ParentAccountId == liabilities.AccountId {
} else if account.Name == "Credit Card" && account.Type == models.Liability && account.ParentAccountId == liabilities.AccountId {
creditcard = &(*accounts.Accounts)[i]
} else if account.Name == "Groceries" && account.Type == handlers.Expense && account.ParentAccountId == expenses.AccountId {
} else if account.Name == "Groceries" && account.Type == models.Expense && account.ParentAccountId == expenses.AccountId {
groceries = &(*accounts.Accounts)[i]
} else if account.Name == "Cable" && account.Type == handlers.Expense && account.ParentAccountId == expenses.AccountId {
} else if account.Name == "Cable" && account.Type == models.Expense && account.ParentAccountId == expenses.AccountId {
cable = &(*accounts.Accounts)[i]
}
}
@@ -94,7 +94,7 @@ func TestImportGnucash(t *testing.T) {
accountBalanceHelper(t, d.clients[0], groceries, "287.56") // 87.19 from preexisting transactions and 200.37 from Gnucash
accountBalanceHelper(t, d.clients[0], cable, "89.98")
var ge *handlers.Security
var ge *models.Security
securities, err := getSecurities(d.clients[0])
if err != nil {
t.Fatalf("Error fetching securities: %s\n", err)

3
internal/handlers/handlers.go
View File

@@ -2,6 +2,7 @@ package handlers
import (
"github.com/aclindsa/gorp"
"github.com/aclindsa/moneygo/internal/models"
"log"
"net/http"
"path"
@@ -16,7 +17,7 @@ type ResponseWriterWriter interface {
type Context struct {
Tx *Tx
User *User
User *models.User
remainingURL string // portion of URL path not yet reached in the hierarchy
}

29
internal/handlers/imports.go
View File

@@ -2,6 +2,7 @@ package handlers
import (
"encoding/json"
"github.com/aclindsa/moneygo/internal/models"
"github.com/aclindsa/ofxgo"
"io"
"log"
@@ -22,7 +23,7 @@ func (od *OFXDownload) Read(json_str string) error {
return dec.Decode(od)
}
func ofxImportHelper(tx *Tx, r io.Reader, user *User, accountid int64) ResponseWriterWriter {
func ofxImportHelper(tx *Tx, r io.Reader, user *models.User, accountid int64) ResponseWriterWriter {
itl, err := ImportOFX(r)
if err != nil {
@@ -56,7 +57,7 @@ func ofxImportHelper(tx *Tx, r io.Reader, user *User, accountid int64) ResponseW
// Find matching existing securities or create new ones for those
// referenced by the OFX import. Also create a map from placeholder import
// SecurityIds to the actual SecurityIDs
var securitymap = make(map[int64]Security)
var securitymap = make(map[int64]models.Security)
for _, ofxsecurity := range itl.Securities {
// save off since ImportGetCreateSecurity overwrites SecurityId on
// ofxsecurity
@@ -77,7 +78,7 @@ func ofxImportHelper(tx *Tx, r io.Reader, user *User, accountid int64) ResponseW
// TODO Ensure all transactions have at least one split in the account
// we're importing to?
var transactions []Transaction
var transactions []models.Transaction
for _, transaction := range itl.Transactions {
transaction.UserId = user.UserId
@@ -90,7 +91,7 @@ func ofxImportHelper(tx *Tx, r io.Reader, user *User, accountid int64) ResponseW
// and fixup the SecurityId to be a valid one for this user's actual
// securities instead of a placeholder from the import
for _, split := range transaction.Splits {
split.Status = Imported
split.Status = models.Imported
if split.AccountId != -1 {
if split.AccountId != importedAccount.AccountId {
log.Print("Imported split's AccountId wasn't -1 but also didn't match the account")
@@ -100,7 +101,7 @@ func ofxImportHelper(tx *Tx, r io.Reader, user *User, accountid int64) ResponseW
} else if split.SecurityId != -1 {
if sec, ok := securitymap[split.SecurityId]; ok {
// TODO try to auto-match splits to existing accounts based on past transactions that look like this one
if split.ImportSplitType == TradingAccount {
if split.ImportSplitType == models.TradingAccount {
// Find/make trading account if we're that type of split
trading_account, err := GetTradingAccount(tx, user.UserId, sec.SecurityId)
if err != nil {
@@ -109,8 +110,8 @@ func ofxImportHelper(tx *Tx, r io.Reader, user *User, accountid int64) ResponseW
}
split.AccountId = trading_account.AccountId
split.SecurityId = -1
} else if split.ImportSplitType == SubAccount {
subaccount := &Account{
} else if split.ImportSplitType == models.SubAccount {
subaccount := &models.Account{
UserId: user.UserId,
Name: sec.Name,
ParentAccountId: account.AccountId,
@@ -137,7 +138,7 @@ func ofxImportHelper(tx *Tx, r io.Reader, user *User, accountid int64) ResponseW
}
}
imbalances, err := transaction.GetImbalances(tx)
imbalances, err := GetTransactionImbalances(tx, &transaction)
if err != nil {
log.Print(err)
return NewError(999 /*Internal Error*/)
@@ -154,7 +155,7 @@ func ofxImportHelper(tx *Tx, r io.Reader, user *User, accountid int64) ResponseW
}
// Add new split to fixup imbalance
split := new(Split)
split := new(models.Split)
r := new(big.Rat)
r.Neg(&imbalance)
security, err := GetSecurity(tx, imbalanced_security, user.UserId)
@@ -185,7 +186,7 @@ func ofxImportHelper(tx *Tx, r io.Reader, user *User, accountid int64) ResponseW
split.SecurityId = -1
}
exists, err := split.AlreadyImported(tx)
exists, err := SplitAlreadyImported(tx, split)
if err != nil {
log.Print("Error checking if split was already imported:", err)
return NewError(999 /*Internal Error*/)
@@ -210,7 +211,7 @@ func ofxImportHelper(tx *Tx, r io.Reader, user *User, accountid int64) ResponseW
return SuccessWriter{}
}
func OFXImportHandler(context *Context, r *http.Request, user *User, accountid int64) ResponseWriterWriter {
func OFXImportHandler(context *Context, r *http.Request, user *models.User, accountid int64) ResponseWriterWriter {
var ofxdownload OFXDownload
if err := ReadJSON(r, &ofxdownload); err != nil {
return NewError(3 /*Invalid Request*/)
@@ -250,7 +251,7 @@ func OFXImportHandler(context *Context, r *http.Request, user *User, accountid i
return NewError(999 /*Internal Error*/)
}
if account.Type == Investment {
if account.Type == models.Investment {
// Investment account
statementRequest := ofxgo.InvStatementRequest{
TrnUID: *transactionuid,
@@ -305,7 +306,7 @@ func OFXImportHandler(context *Context, r *http.Request, user *User, accountid i
return ofxImportHelper(context.Tx, response.Body, user, accountid)
}
func OFXFileImportHandler(context *Context, r *http.Request, user *User, accountid int64) ResponseWriterWriter {
func OFXFileImportHandler(context *Context, r *http.Request, user *models.User, accountid int64) ResponseWriterWriter {
multipartReader, err := r.MultipartReader()
if err != nil {
return NewError(3 /*Invalid Request*/)
@@ -329,7 +330,7 @@ func OFXFileImportHandler(context *Context, r *http.Request, user *User, account
/*
* Assumes the User is a valid, signed-in user, but accountid has not yet been validated
*/
func AccountImportHandler(context *Context, r *http.Request, user *User, accountid int64) ResponseWriterWriter {
func AccountImportHandler(context *Context, r *http.Request, user *models.User, accountid int64) ResponseWriterWriter {
importType := context.NextLevel()
switch importType {

303
internal/handlers/ofx.go
View File

@@ -3,26 +3,27 @@ package handlers
import (
"errors"
"fmt"
"github.com/aclindsa/moneygo/internal/models"
"github.com/aclindsa/ofxgo"
"io"
"math/big"
)
type OFXImport struct {
Securities []Security
Accounts []Account
Transactions []Transaction
Securities []models.Security
Accounts []models.Account
Transactions []models.Transaction
// Balances map[int64]string // map AccountIDs to ending balances
}
func (i *OFXImport) GetSecurity(ofxsecurityid int64) (*Security, error) {
func (i *OFXImport) GetSecurity(ofxsecurityid int64) (*models.Security, error) {
if ofxsecurityid < 0 || ofxsecurityid > int64(len(i.Securities)) {
return nil, errors.New("OFXImport.GetSecurity: SecurityID out of range")
}
return &i.Securities[ofxsecurityid], nil
}
func (i *OFXImport) GetSecurityAlternateId(alternateid string, securityType SecurityType) (*Security, error) {
func (i *OFXImport) GetSecurityAlternateId(alternateid string, securityType models.SecurityType) (*models.Security, error) {
for _, security := range i.Securities {
if alternateid == security.AlternateId && securityType == security.Type {
return &security, nil
@@ -32,26 +33,26 @@ func (i *OFXImport) GetSecurityAlternateId(alternateid string, securityType Secu
return nil, errors.New("OFXImport.FindSecurity: Unable to find security")
}
func (i *OFXImport) GetAddCurrency(isoname string) (*Security, error) {
func (i *OFXImport) GetAddCurrency(isoname string) (*models.Security, error) {
for _, security := range i.Securities {
if isoname == security.Name && Currency == security.Type {
if isoname == security.Name && models.Currency == security.Type {
return &security, nil
}
}
template := FindSecurityTemplate(isoname, Currency)
template := FindSecurityTemplate(isoname, models.Currency)
if template == nil {
return nil, fmt.Errorf("Failed to find Security for \"%s\"", isoname)
}
var security Security = *template
var security models.Security = *template
security.SecurityId = int64(len(i.Securities) + 1)
i.Securities = append(i.Securities, security)
return &security, nil
}
func (i *OFXImport) AddTransaction(tran *ofxgo.Transaction, account *Account) error {
var t Transaction
func (i *OFXImport) AddTransaction(tran *ofxgo.Transaction, account *models.Account) error {
var t models.Transaction
t.Date = tran.DtPosted.UTC()
@@ -69,7 +70,7 @@ func (i *OFXImport) AddTransaction(tran *ofxgo.Transaction, account *Account) er
}
}
var s1, s2 Split
var s1, s2 models.Split
if len(tran.ExtdName) > 0 {
s1.Memo = tran.ExtdName.String()
}
@@ -93,15 +94,15 @@ func (i *OFXImport) AddTransaction(tran *ofxgo.Transaction, account *Account) er
s1.RemoteId = "ofx:" + tran.FiTID.String()
// TODO CorrectFiTID/CorrectAction?
s1.ImportSplitType = ImportAccount
s2.ImportSplitType = ExternalAccount
s1.ImportSplitType = models.ImportAccount
s2.ImportSplitType = models.ExternalAccount
security := i.Securities[account.SecurityId-1]
s1.Amount = amt.FloatString(security.Precision)
s2.Amount = amt.Neg(amt).FloatString(security.Precision)
s1.Status = Imported
s2.Status = Imported
s1.Status = models.Imported
s2.Status = models.Imported
s1.AccountId = account.AccountId
s2.AccountId = -1
@@ -121,12 +122,12 @@ func (i *OFXImport) importOFXBank(stmt *ofxgo.StatementResponse) error {
return err
}
account := Account{
account := models.Account{
AccountId: int64(len(i.Accounts) + 1),
ExternalAccountId: stmt.BankAcctFrom.AcctID.String(),
SecurityId: security.SecurityId,
ParentAccountId: -1,
Type: Bank,
Type: models.Bank,
}
if stmt.BankTranList != nil {
@@ -148,12 +149,12 @@ func (i *OFXImport) importOFXCC(stmt *ofxgo.CCStatementResponse) error {
return err
}
account := Account{
account := models.Account{
AccountId: int64(len(i.Accounts) + 1),
ExternalAccountId: stmt.CCAcctFrom.AcctID.String(),
SecurityId: security.SecurityId,
ParentAccountId: -1,
Type: Liability,
Type: models.Liability,
}
i.Accounts = append(i.Accounts, account)
@@ -186,13 +187,13 @@ func (i *OFXImport) importSecurities(seclist *ofxgo.SecurityList) error {
} else {
return errors.New("Can't import unrecognized type satisfying ofxgo.Security interface")
}
s := Security{
s := models.Security{
SecurityId: int64(len(i.Securities) + 1),
Name: string(si.SecName),
Description: string(si.Memo),
Symbol: string(si.Ticker),
Precision: 5, // TODO How to actually determine this?
Type: Stock,
Type: models.Stock,
AlternateId: string(si.SecID.UniqueID),
}
if len(s.Description) == 0 {
@@ -207,17 +208,17 @@ func (i *OFXImport) importSecurities(seclist *ofxgo.SecurityList) error {
return nil
}
func (i *OFXImport) GetInvTran(invtran *ofxgo.InvTran) Transaction {
var t Transaction
func (i *OFXImport) GetInvTran(invtran *ofxgo.InvTran) models.Transaction {
var t models.Transaction
t.Description = string(invtran.Memo)
t.Date = invtran.DtTrade.UTC()
return t
}
func (i *OFXImport) GetInvBuyTran(buy *ofxgo.InvBuy, curdef *Security, account *Account) (*Transaction, error) {
func (i *OFXImport) GetInvBuyTran(buy *ofxgo.InvBuy, curdef *models.Security, account *models.Account) (*models.Transaction, error) {
t := i.GetInvTran(&buy.InvTran)
security, err := i.GetSecurityAlternateId(string(buy.SecID.UniqueID), Stock)
security, err := i.GetSecurityAlternateId(string(buy.SecID.UniqueID), models.Stock)
if err != nil {
return nil, err
}
@@ -253,10 +254,10 @@ func (i *OFXImport) GetInvBuyTran(buy *ofxgo.InvBuy, curdef *Security, account *
}
if num := commission.Num(); !num.IsInt64() || num.Int64() != 0 {
t.Splits = append(t.Splits, &Split{
t.Splits = append(t.Splits, &models.Split{
// TODO ReversalFiTID?
Status: Imported,
ImportSplitType: Commission,
Status: models.Imported,
ImportSplitType: models.Commission,
AccountId: -1,
SecurityId: curdef.SecurityId,
RemoteId: "ofx:" + buy.InvTran.FiTID.String(),
@@ -265,10 +266,10 @@ func (i *OFXImport) GetInvBuyTran(buy *ofxgo.InvBuy, curdef *Security, account *
})
}
if num := taxes.Num(); !num.IsInt64() || num.Int64() != 0 {
t.Splits = append(t.Splits, &Split{
t.Splits = append(t.Splits, &models.Split{
// TODO ReversalFiTID?
Status: Imported,
ImportSplitType: Taxes,
Status: models.Imported,
ImportSplitType: models.Taxes,
AccountId: -1,
SecurityId: curdef.SecurityId,
RemoteId: "ofx:" + buy.InvTran.FiTID.String(),
@@ -277,10 +278,10 @@ func (i *OFXImport) GetInvBuyTran(buy *ofxgo.InvBuy, curdef *Security, account *
})
}
if num := fees.Num(); !num.IsInt64() || num.Int64() != 0 {
t.Splits = append(t.Splits, &Split{
t.Splits = append(t.Splits, &models.Split{
// TODO ReversalFiTID?
Status: Imported,
ImportSplitType: Fees,
Status: models.Imported,
ImportSplitType: models.Fees,
AccountId: -1,
SecurityId: curdef.SecurityId,
RemoteId: "ofx:" + buy.InvTran.FiTID.String(),
@@ -289,10 +290,10 @@ func (i *OFXImport) GetInvBuyTran(buy *ofxgo.InvBuy, curdef *Security, account *
})
}
if num := load.Num(); !num.IsInt64() || num.Int64() != 0 {
t.Splits = append(t.Splits, &Split{
t.Splits = append(t.Splits, &models.Split{
// TODO ReversalFiTID?
Status: Imported,
ImportSplitType: Load,
Status: models.Imported,
ImportSplitType: models.Load,
AccountId: -1,
SecurityId: curdef.SecurityId,
RemoteId: "ofx:" + buy.InvTran.FiTID.String(),
@@ -300,20 +301,20 @@ func (i *OFXImport) GetInvBuyTran(buy *ofxgo.InvBuy, curdef *Security, account *
Amount: load.FloatString(curdef.Precision),
})
}
t.Splits = append(t.Splits, &Split{
t.Splits = append(t.Splits, &models.Split{
// TODO ReversalFiTID?
Status: Imported,
ImportSplitType: ImportAccount,
Status: models.Imported,
ImportSplitType: models.ImportAccount,
AccountId: account.AccountId,
SecurityId: -1,
RemoteId: "ofx:" + buy.InvTran.FiTID.String(),
Memo: memo,
Amount: total.FloatString(curdef.Precision),
})
t.Splits = append(t.Splits, &Split{
t.Splits = append(t.Splits, &models.Split{
// TODO ReversalFiTID?
Status: Imported,
ImportSplitType: TradingAccount,
Status: models.Imported,
ImportSplitType: models.TradingAccount,
AccountId: -1,
SecurityId: curdef.SecurityId,
RemoteId: "ofx:" + buy.InvTran.FiTID.String(),
@@ -323,10 +324,10 @@ func (i *OFXImport) GetInvBuyTran(buy *ofxgo.InvBuy, curdef *Security, account *
var units big.Rat
units.Abs(&buy.Units.Rat)
t.Splits = append(t.Splits, &Split{
t.Splits = append(t.Splits, &models.Split{
// TODO ReversalFiTID?
Status: Imported,
ImportSplitType: SubAccount,
Status: models.Imported,
ImportSplitType: models.SubAccount,
AccountId: -1,
SecurityId: security.SecurityId,
RemoteId: "ofx:" + buy.InvTran.FiTID.String(),
@@ -334,10 +335,10 @@ func (i *OFXImport) GetInvBuyTran(buy *ofxgo.InvBuy, curdef *Security, account *
Amount: units.FloatString(security.Precision),
})
units.Neg(&units)
t.Splits = append(t.Splits, &Split{
t.Splits = append(t.Splits, &models.Split{
// TODO ReversalFiTID?
Status: Imported,
ImportSplitType: TradingAccount,
Status: models.Imported,
ImportSplitType: models.TradingAccount,
AccountId: -1,
SecurityId: security.SecurityId,
RemoteId: "ofx:" + buy.InvTran.FiTID.String(),
@@ -348,10 +349,10 @@ func (i *OFXImport) GetInvBuyTran(buy *ofxgo.InvBuy, curdef *Security, account *
return &t, nil
}
func (i *OFXImport) GetIncomeTran(income *ofxgo.Income, curdef *Security, account *Account) (*Transaction, error) {
func (i *OFXImport) GetIncomeTran(income *ofxgo.Income, curdef *models.Security, account *models.Account) (*models.Transaction, error) {
t := i.GetInvTran(&income.InvTran)
security, err := i.GetSecurityAlternateId(string(income.SecID.UniqueID), Stock)
security, err := i.GetSecurityAlternateId(string(income.SecID.UniqueID), models.Stock)
if err != nil {
return nil, err
}
@@ -369,10 +370,10 @@ func (i *OFXImport) GetIncomeTran(income *ofxgo.Income, curdef *Security, accoun
total.Mul(&total, &income.Currency.CurRate.Rat)
}
t.Splits = append(t.Splits, &Split{
t.Splits = append(t.Splits, &models.Split{
// TODO ReversalFiTID?
Status: Imported,
ImportSplitType: ImportAccount,
Status: models.Imported,
ImportSplitType: models.ImportAccount,
AccountId: account.AccountId,
SecurityId: -1,
RemoteId: "ofx:" + income.InvTran.FiTID.String(),
@@ -380,10 +381,10 @@ func (i *OFXImport) GetIncomeTran(income *ofxgo.Income, curdef *Security, accoun
Amount: total.FloatString(curdef.Precision),
})
total.Neg(&total)
t.Splits = append(t.Splits, &Split{
t.Splits = append(t.Splits, &models.Split{
// TODO ReversalFiTID?
Status: Imported,
ImportSplitType: IncomeAccount,
Status: models.Imported,
ImportSplitType: models.IncomeAccount,
AccountId: -1,
SecurityId: curdef.SecurityId,
RemoteId: "ofx:" + income.InvTran.FiTID.String(),
@@ -394,10 +395,10 @@ func (i *OFXImport) GetIncomeTran(income *ofxgo.Income, curdef *Security, accoun
return &t, nil
}
func (i *OFXImport) GetInvExpenseTran(expense *ofxgo.InvExpense, curdef *Security, account *Account) (*Transaction, error) {
func (i *OFXImport) GetInvExpenseTran(expense *ofxgo.InvExpense, curdef *models.Security, account *models.Account) (*models.Transaction, error) {
t := i.GetInvTran(&expense.InvTran)
security, err := i.GetSecurityAlternateId(string(expense.SecID.UniqueID), Stock)
security, err := i.GetSecurityAlternateId(string(expense.SecID.UniqueID), models.Stock)
if err != nil {
return nil, err
}
@@ -414,10 +415,10 @@ func (i *OFXImport) GetInvExpenseTran(expense *ofxgo.InvExpense, curdef *Securit
total.Mul(&total, &expense.Currency.CurRate.Rat)
}
t.Splits = append(t.Splits, &Split{
t.Splits = append(t.Splits, &models.Split{
// TODO ReversalFiTID?
Status: Imported,
ImportSplitType: ImportAccount,
Status: models.Imported,
ImportSplitType: models.ImportAccount,
AccountId: account.AccountId,
SecurityId: -1,
RemoteId: "ofx:" + expense.InvTran.FiTID.String(),
@@ -425,10 +426,10 @@ func (i *OFXImport) GetInvExpenseTran(expense *ofxgo.InvExpense, curdef *Securit
Amount: total.FloatString(curdef.Precision),
})
total.Neg(&total)
t.Splits = append(t.Splits, &Split{
t.Splits = append(t.Splits, &models.Split{
// TODO ReversalFiTID?
Status: Imported,
ImportSplitType: ExpenseAccount,
Status: models.Imported,
ImportSplitType: models.ExpenseAccount,
AccountId: -1,
SecurityId: curdef.SecurityId,
RemoteId: "ofx:" + expense.InvTran.FiTID.String(),
@@ -439,7 +440,7 @@ func (i *OFXImport) GetInvExpenseTran(expense *ofxgo.InvExpense, curdef *Securit
return &t, nil
}
func (i *OFXImport) GetMarginInterestTran(marginint *ofxgo.MarginInterest, curdef *Security, account *Account) (*Transaction, error) {
func (i *OFXImport) GetMarginInterestTran(marginint *ofxgo.MarginInterest, curdef *models.Security, account *models.Account) (*models.Transaction, error) {
t := i.GetInvTran(&marginint.InvTran)
memo := string(marginint.InvTran.Memo)
@@ -453,10 +454,10 @@ func (i *OFXImport) GetMarginInterestTran(marginint *ofxgo.MarginInterest, curde
total.Mul(&total, &marginint.Currency.CurRate.Rat)
}
t.Splits = append(t.Splits, &Split{
t.Splits = append(t.Splits, &models.Split{
// TODO ReversalFiTID?
Status: Imported,
ImportSplitType: ImportAccount,
Status: models.Imported,
ImportSplitType: models.ImportAccount,
AccountId: account.AccountId,
SecurityId: -1,
RemoteId: "ofx:" + marginint.InvTran.FiTID.String(),
@@ -464,10 +465,10 @@ func (i *OFXImport) GetMarginInterestTran(marginint *ofxgo.MarginInterest, curde
Amount: total.FloatString(curdef.Precision),
})
total.Neg(&total)
t.Splits = append(t.Splits, &Split{
t.Splits = append(t.Splits, &models.Split{
// TODO ReversalFiTID?
Status: Imported,
ImportSplitType: IncomeAccount,
Status: models.Imported,
ImportSplitType: models.IncomeAccount,
AccountId: -1,
SecurityId: curdef.SecurityId,
RemoteId: "ofx:" + marginint.InvTran.FiTID.String(),
@@ -478,10 +479,10 @@ func (i *OFXImport) GetMarginInterestTran(marginint *ofxgo.MarginInterest, curde
return &t, nil
}
func (i *OFXImport) GetReinvestTran(reinvest *ofxgo.Reinvest, curdef *Security, account *Account) (*Transaction, error) {
func (i *OFXImport) GetReinvestTran(reinvest *ofxgo.Reinvest, curdef *models.Security, account *models.Account) (*models.Transaction, error) {
t := i.GetInvTran(&reinvest.InvTran)
security, err := i.GetSecurityAlternateId(string(reinvest.SecID.UniqueID), Stock)
security, err := i.GetSecurityAlternateId(string(reinvest.SecID.UniqueID), models.Stock)
if err != nil {
return nil, err
}
@@ -517,10 +518,10 @@ func (i *OFXImport) GetReinvestTran(reinvest *ofxgo.Reinvest, curdef *Security,
}
if num := commission.Num(); !num.IsInt64() || num.Int64() != 0 {
t.Splits = append(t.Splits, &Split{
t.Splits = append(t.Splits, &models.Split{
// TODO ReversalFiTID?
Status: Imported,
ImportSplitType: Commission,
Status: models.Imported,
ImportSplitType: models.Commission,
AccountId: -1,
SecurityId: curdef.SecurityId,
RemoteId: "ofx:" + reinvest.InvTran.FiTID.String(),
@@ -529,10 +530,10 @@ func (i *OFXImport) GetReinvestTran(reinvest *ofxgo.Reinvest, curdef *Security,
})
}
if num := taxes.Num(); !num.IsInt64() || num.Int64() != 0 {
t.Splits = append(t.Splits, &Split{
t.Splits = append(t.Splits, &models.Split{
// TODO ReversalFiTID?
Status: Imported,
ImportSplitType: Taxes,
Status: models.Imported,
ImportSplitType: models.Taxes,
AccountId: -1,
SecurityId: curdef.SecurityId,
RemoteId: "ofx:" + reinvest.InvTran.FiTID.String(),
@@ -541,10 +542,10 @@ func (i *OFXImport) GetReinvestTran(reinvest *ofxgo.Reinvest, curdef *Security,
})
}
if num := fees.Num(); !num.IsInt64() || num.Int64() != 0 {
t.Splits = append(t.Splits, &Split{
t.Splits = append(t.Splits, &models.Split{
// TODO ReversalFiTID?
Status: Imported,
ImportSplitType: Fees,
Status: models.Imported,
ImportSplitType: models.Fees,
AccountId: -1,
SecurityId: curdef.SecurityId,
RemoteId: "ofx:" + reinvest.InvTran.FiTID.String(),
@@ -553,10 +554,10 @@ func (i *OFXImport) GetReinvestTran(reinvest *ofxgo.Reinvest, curdef *Security,
})
}
if num := load.Num(); !num.IsInt64() || num.Int64() != 0 {
t.Splits = append(t.Splits, &Split{
t.Splits = append(t.Splits, &models.Split{
// TODO ReversalFiTID?
Status: Imported,
ImportSplitType: Load,
Status: models.Imported,
ImportSplitType: models.Load,
AccountId: -1,
SecurityId: curdef.SecurityId,
RemoteId: "ofx:" + reinvest.InvTran.FiTID.String(),
@@ -564,10 +565,10 @@ func (i *OFXImport) GetReinvestTran(reinvest *ofxgo.Reinvest, curdef *Security,
Amount: load.FloatString(curdef.Precision),
})
}
t.Splits = append(t.Splits, &Split{
t.Splits = append(t.Splits, &models.Split{
// TODO ReversalFiTID?
Status: Imported,
ImportSplitType: ImportAccount,
Status: models.Imported,
ImportSplitType: models.ImportAccount,
AccountId: account.AccountId,
SecurityId: -1,
RemoteId: "ofx:" + reinvest.InvTran.FiTID.String(),
@@ -575,10 +576,10 @@ func (i *OFXImport) GetReinvestTran(reinvest *ofxgo.Reinvest, curdef *Security,
Amount: total.FloatString(curdef.Precision),
})
t.Splits = append(t.Splits, &Split{
t.Splits = append(t.Splits, &models.Split{
// TODO ReversalFiTID?
Status: Imported,
ImportSplitType: IncomeAccount,
Status: models.Imported,
ImportSplitType: models.IncomeAccount,
AccountId: -1,
SecurityId: curdef.SecurityId,
RemoteId: "ofx:" + reinvest.InvTran.FiTID.String(),
@@ -586,20 +587,20 @@ func (i *OFXImport) GetReinvestTran(reinvest *ofxgo.Reinvest, curdef *Security,
Amount: total.FloatString(curdef.Precision),
})
total.Neg(&total)
t.Splits = append(t.Splits, &Split{
t.Splits = append(t.Splits, &models.Split{
// TODO ReversalFiTID?
Status: Imported,
ImportSplitType: ImportAccount,
Status: models.Imported,
ImportSplitType: models.ImportAccount,
AccountId: account.AccountId,
SecurityId: -1,
RemoteId: "ofx:" + reinvest.InvTran.FiTID.String(),
Memo: memo,
Amount: total.FloatString(curdef.Precision),
})
t.Splits = append(t.Splits, &Split{
t.Splits = append(t.Splits, &models.Split{
// TODO ReversalFiTID?
Status: Imported,
ImportSplitType: TradingAccount,
Status: models.Imported,
ImportSplitType: models.TradingAccount,
AccountId: -1,
SecurityId: curdef.SecurityId,
RemoteId: "ofx:" + reinvest.InvTran.FiTID.String(),
@@ -609,10 +610,10 @@ func (i *OFXImport) GetReinvestTran(reinvest *ofxgo.Reinvest, curdef *Security,
var units big.Rat
units.Abs(&reinvest.Units.Rat)
t.Splits = append(t.Splits, &Split{
t.Splits = append(t.Splits, &models.Split{
// TODO ReversalFiTID?
Status: Imported,
ImportSplitType: SubAccount,
Status: models.Imported,
ImportSplitType: models.SubAccount,
AccountId: -1,
SecurityId: security.SecurityId,
RemoteId: "ofx:" + reinvest.InvTran.FiTID.String(),
@@ -620,10 +621,10 @@ func (i *OFXImport) GetReinvestTran(reinvest *ofxgo.Reinvest, curdef *Security,
Amount: units.FloatString(security.Precision),
})
units.Neg(&units)
t.Splits = append(t.Splits, &Split{
t.Splits = append(t.Splits, &models.Split{
// TODO ReversalFiTID?
Status: Imported,
ImportSplitType: TradingAccount,
Status: models.Imported,
ImportSplitType: models.TradingAccount,
AccountId: -1,
SecurityId: security.SecurityId,
RemoteId: "ofx:" + reinvest.InvTran.FiTID.String(),
@@ -634,10 +635,10 @@ func (i *OFXImport) GetReinvestTran(reinvest *ofxgo.Reinvest, curdef *Security,
return &t, nil
}
func (i *OFXImport) GetRetOfCapTran(retofcap *ofxgo.RetOfCap, curdef *Security, account *Account) (*Transaction, error) {
func (i *OFXImport) GetRetOfCapTran(retofcap *ofxgo.RetOfCap, curdef *models.Security, account *models.Account) (*models.Transaction, error) {
t := i.GetInvTran(&retofcap.InvTran)
security, err := i.GetSecurityAlternateId(string(retofcap.SecID.UniqueID), Stock)
security, err := i.GetSecurityAlternateId(string(retofcap.SecID.UniqueID), models.Stock)
if err != nil {
return nil, err
}
@@ -654,10 +655,10 @@ func (i *OFXImport) GetRetOfCapTran(retofcap *ofxgo.RetOfCap, curdef *Security,
total.Mul(&total, &retofcap.Currency.CurRate.Rat)
}
t.Splits = append(t.Splits, &Split{
t.Splits = append(t.Splits, &models.Split{
// TODO ReversalFiTID?
Status: Imported,
ImportSplitType: ImportAccount,
Status: models.Imported,
ImportSplitType: models.ImportAccount,
AccountId: account.AccountId,
SecurityId: -1,
RemoteId: "ofx:" + retofcap.InvTran.FiTID.String(),
@@ -665,10 +666,10 @@ func (i *OFXImport) GetRetOfCapTran(retofcap *ofxgo.RetOfCap, curdef *Security,
Amount: total.FloatString(curdef.Precision),
})
total.Neg(&total)
t.Splits = append(t.Splits, &Split{
t.Splits = append(t.Splits, &models.Split{
// TODO ReversalFiTID?
Status: Imported,
ImportSplitType: IncomeAccount,
Status: models.Imported,
ImportSplitType: models.IncomeAccount,
AccountId: -1,
SecurityId: curdef.SecurityId,
RemoteId: "ofx:" + retofcap.InvTran.FiTID.String(),
@@ -679,10 +680,10 @@ func (i *OFXImport) GetRetOfCapTran(retofcap *ofxgo.RetOfCap, curdef *Security,
return &t, nil
}
func (i *OFXImport) GetInvSellTran(sell *ofxgo.InvSell, curdef *Security, account *Account) (*Transaction, error) {
func (i *OFXImport) GetInvSellTran(sell *ofxgo.InvSell, curdef *models.Security, account *models.Account) (*models.Transaction, error) {
t := i.GetInvTran(&sell.InvTran)
security, err := i.GetSecurityAlternateId(string(sell.SecID.UniqueID), Stock)
security, err := i.GetSecurityAlternateId(string(sell.SecID.UniqueID), models.Stock)
if err != nil {
return nil, err
}
@@ -721,10 +722,10 @@ func (i *OFXImport) GetInvSellTran(sell *ofxgo.InvSell, curdef *Security, accoun
}
if num := commission.Num(); !num.IsInt64() || num.Int64() != 0 {
t.Splits = append(t.Splits, &Split{
t.Splits = append(t.Splits, &models.Split{
// TODO ReversalFiTID?
Status: Imported,
ImportSplitType: Commission,
Status: models.Imported,
ImportSplitType: models.Commission,
AccountId: -1,
SecurityId: curdef.SecurityId,
RemoteId: "ofx:" + sell.InvTran.FiTID.String(),
@@ -733,10 +734,10 @@ func (i *OFXImport) GetInvSellTran(sell *ofxgo.InvSell, curdef *Security, accoun
})
}
if num := taxes.Num(); !num.IsInt64() || num.Int64() != 0 {
t.Splits = append(t.Splits, &Split{
t.Splits = append(t.Splits, &models.Split{
// TODO ReversalFiTID?
Status: Imported,
ImportSplitType: Taxes,
Status: models.Imported,
ImportSplitType: models.Taxes,
AccountId: -1,
SecurityId: curdef.SecurityId,
RemoteId: "ofx:" + sell.InvTran.FiTID.String(),
@@ -745,10 +746,10 @@ func (i *OFXImport) GetInvSellTran(sell *ofxgo.InvSell, curdef *Security, accoun
})
}
if num := fees.Num(); !num.IsInt64() || num.Int64() != 0 {
t.Splits = append(t.Splits, &Split{
t.Splits = append(t.Splits, &models.Split{
// TODO ReversalFiTID?
Status: Imported,
ImportSplitType: Fees,
Status: models.Imported,
ImportSplitType: models.Fees,
AccountId: -1,
SecurityId: curdef.SecurityId,
RemoteId: "ofx:" + sell.InvTran.FiTID.String(),
@@ -757,10 +758,10 @@ func (i *OFXImport) GetInvSellTran(sell *ofxgo.InvSell, curdef *Security, accoun
})
}
if num := load.Num(); !num.IsInt64() || num.Int64() != 0 {
t.Splits = append(t.Splits, &Split{
t.Splits = append(t.Splits, &models.Split{
// TODO ReversalFiTID?
Status: Imported,
ImportSplitType: Load,
Status: models.Imported,
ImportSplitType: models.Load,
AccountId: -1,
SecurityId: curdef.SecurityId,
RemoteId: "ofx:" + sell.InvTran.FiTID.String(),
@@ -768,20 +769,20 @@ func (i *OFXImport) GetInvSellTran(sell *ofxgo.InvSell, curdef *Security, accoun
Amount: load.FloatString(curdef.Precision),
})
}
t.Splits = append(t.Splits, &Split{
t.Splits = append(t.Splits, &models.Split{
// TODO ReversalFiTID?
Status: Imported,
ImportSplitType: ImportAccount,
Status: models.Imported,
ImportSplitType: models.ImportAccount,
AccountId: account.AccountId,
SecurityId: -1,
RemoteId: "ofx:" + sell.InvTran.FiTID.String(),
Memo: memo,
Amount: total.FloatString(curdef.Precision),
})
t.Splits = append(t.Splits, &Split{
t.Splits = append(t.Splits, &models.Split{
// TODO ReversalFiTID?
Status: Imported,
ImportSplitType: TradingAccount,
Status: models.Imported,
ImportSplitType: models.TradingAccount,
AccountId: -1,
SecurityId: curdef.SecurityId,
RemoteId: "ofx:" + sell.InvTran.FiTID.String(),
@@ -791,10 +792,10 @@ func (i *OFXImport) GetInvSellTran(sell *ofxgo.InvSell, curdef *Security, accoun
var units big.Rat
units.Abs(&sell.Units.Rat)
t.Splits = append(t.Splits, &Split{
t.Splits = append(t.Splits, &models.Split{
// TODO ReversalFiTID?
Status: Imported,
ImportSplitType: TradingAccount,
Status: models.Imported,
ImportSplitType: models.TradingAccount,
AccountId: -1,
SecurityId: security.SecurityId,
RemoteId: "ofx:" + sell.InvTran.FiTID.String(),
@@ -802,10 +803,10 @@ func (i *OFXImport) GetInvSellTran(sell *ofxgo.InvSell, curdef *Security, accoun
Amount: units.FloatString(security.Precision),
})
units.Neg(&units)
t.Splits = append(t.Splits, &Split{
t.Splits = append(t.Splits, &models.Split{
// TODO ReversalFiTID?
Status: Imported,
ImportSplitType: SubAccount,
Status: models.Imported,
ImportSplitType: models.SubAccount,
AccountId: -1,
SecurityId: security.SecurityId,
RemoteId: "ofx:" + sell.InvTran.FiTID.String(),
@@ -816,10 +817,10 @@ func (i *OFXImport) GetInvSellTran(sell *ofxgo.InvSell, curdef *Security, accoun
return &t, nil
}
func (i *OFXImport) GetTransferTran(transfer *ofxgo.Transfer, account *Account) (*Transaction, error) {
func (i *OFXImport) GetTransferTran(transfer *ofxgo.Transfer, account *models.Account) (*models.Transaction, error) {
t := i.GetInvTran(&transfer.InvTran)
security, err := i.GetSecurityAlternateId(string(transfer.SecID.UniqueID), Stock)
security, err := i.GetSecurityAlternateId(string(transfer.SecID.UniqueID), models.Stock)
if err != nil {
return nil, err
}
@@ -833,10 +834,10 @@ func (i *OFXImport) GetTransferTran(transfer *ofxgo.Transfer, account *Account)
units.Neg(&transfer.Units.Rat)
}
t.Splits = append(t.Splits, &Split{
t.Splits = append(t.Splits, &models.Split{
// TODO ReversalFiTID?
Status: Imported,
ImportSplitType: SubAccount,
Status: models.Imported,
ImportSplitType: models.SubAccount,
AccountId: -1,
SecurityId: security.SecurityId,
RemoteId: "ofx:" + transfer.InvTran.FiTID.String(),
@@ -844,10 +845,10 @@ func (i *OFXImport) GetTransferTran(transfer *ofxgo.Transfer, account *Account)
Amount: units.FloatString(security.Precision),
})
units.Neg(&units)
t.Splits = append(t.Splits, &Split{
t.Splits = append(t.Splits, &models.Split{
// TODO ReversalFiTID?
Status: Imported,
ImportSplitType: ExternalAccount,
Status: models.Imported,
ImportSplitType: models.ExternalAccount,
AccountId: -1,
SecurityId: security.SecurityId,
RemoteId: "ofx:" + transfer.InvTran.FiTID.String(),
@@ -858,12 +859,12 @@ func (i *OFXImport) GetTransferTran(transfer *ofxgo.Transfer, account *Account)
return &t, nil
}
func (i *OFXImport) AddInvTransaction(invtran *ofxgo.InvTransaction, account *Account, curdef *Security) error {
func (i *OFXImport) AddInvTransaction(invtran *ofxgo.InvTransaction, account *models.Account, curdef *models.Security) error {
if curdef.SecurityId < 1 || curdef.SecurityId > int64(len(i.Securities)) {
return errors.New("Internal error: security index not found in OFX import\n")
}
var t *Transaction
var t *models.Transaction
var err error
if tran, ok := (*invtran).(ofxgo.BuyDebt); ok {
t, err = i.GetInvBuyTran(&tran.InvBuy, curdef, account)
@@ -925,12 +926,12 @@ func (i *OFXImport) importOFXInv(stmt *ofxgo.InvStatementResponse) error {
return err
}
account := Account{
account := models.Account{
AccountId: int64(len(i.Accounts) + 1),
ExternalAccountId: stmt.InvAcctFrom.AcctID.String(),
SecurityId: security.SecurityId,
ParentAccountId: -1,
Type: Investment,
Type: models.Investment,
}
i.Accounts = append(i.Accounts, account)

28
internal/handlers/ofx_test.go
View File

@@ -2,7 +2,7 @@ package handlers_test
import (
"fmt"
"github.com/aclindsa/moneygo/internal/handlers"
"github.com/aclindsa/moneygo/internal/models"
"net/http"
"strconv"
"testing"
@@ -63,7 +63,7 @@ func TestImportOFXCreditCard(t *testing.T) {
})
}
func findSecurity(client *http.Client, symbol string, tipe handlers.SecurityType) (*handlers.Security, error) {
func findSecurity(client *http.Client, symbol string, tipe models.SecurityType) (*models.Security, error) {
securities, err := getSecurities(client)
if err != nil {
return nil, err
@@ -76,7 +76,7 @@ func findSecurity(client *http.Client, symbol string, tipe handlers.SecurityType
return nil, fmt.Errorf("Unable to find security: \"%s\"", symbol)
}
func findAccount(client *http.Client, name string, tipe handlers.AccountType, securityid int64) (*handlers.Account, error) {
func findAccount(client *http.Client, name string, tipe models.AccountType, securityid int64) (*models.Account, error) {
accounts, err := getAccounts(client)
if err != nil {
return nil, err
@@ -104,11 +104,11 @@ func TestImportOFX401kMutualFunds(t *testing.T) {
t.Fatalf("Error removing default security: %s\n", err)
}
account := &handlers.Account{
account := &models.Account{
SecurityId: d.securities[0].SecurityId,
UserId: d.users[0].UserId,
ParentAccountId: -1,
Type: handlers.Investment,
Type: models.Investment,
Name: "401k",
}
@@ -125,18 +125,18 @@ func TestImportOFX401kMutualFunds(t *testing.T) {
// Make sure the security was created and that the trading account has
// the right value
security, err := findSecurity(d.clients[0], "VANGUARD TARGET 2045", handlers.Stock)
security, err := findSecurity(d.clients[0], "VANGUARD TARGET 2045", models.Stock)
if err != nil {
t.Fatalf("Error finding VANGUARD TARGET 2045 security: %s\n", err)
}
tradingaccount, err := findAccount(d.clients[0], "VANGUARD TARGET 2045", handlers.Trading, security.SecurityId)
tradingaccount, err := findAccount(d.clients[0], "VANGUARD TARGET 2045", models.Trading, security.SecurityId)
if err != nil {
t.Fatalf("Error finding VANGUARD TARGET 2045 trading account: %s\n", err)
}
accountBalanceHelper(t, d.clients[0], tradingaccount, "-3.35400")
// Ensure actual holding account was created and in the correct place
investmentaccount, err := findAccount(d.clients[0], "VANGUARD TARGET 2045", handlers.Investment, security.SecurityId)
investmentaccount, err := findAccount(d.clients[0], "VANGUARD TARGET 2045", models.Investment, security.SecurityId)
if err != nil {
t.Fatalf("Error finding VANGUARD TARGET 2045 investment account: %s\n", err)
}
@@ -163,11 +163,11 @@ func TestImportOFXBrokerage(t *testing.T) {
}
// Create the brokerage account
account := &handlers.Account{
account := &models.Account{
SecurityId: d.securities[0].SecurityId,
UserId: d.users[0].UserId,
ParentAccountId: -1,
Type: handlers.Investment,
Type: models.Investment,
Name: "Personal Brokerage",
}
@@ -184,7 +184,7 @@ func TestImportOFXBrokerage(t *testing.T) {
// Make sure the USD trading account was created and has the right
// value
usdtrading, err := findAccount(d.clients[0], "USD", handlers.Trading, d.users[0].DefaultCurrency)
usdtrading, err := findAccount(d.clients[0], "USD", models.Trading, d.users[0].DefaultCurrency)
if err != nil {
t.Fatalf("Error finding USD trading account: %s\n", err)
}
@@ -204,19 +204,19 @@ func TestImportOFXBrokerage(t *testing.T) {
}
for _, check := range checks {
security, err := findSecurity(d.clients[0], check.Ticker, handlers.Stock)
security, err := findSecurity(d.clients[0], check.Ticker, models.Stock)
if err != nil {
t.Fatalf("Error finding security: %s\n", err)
}
account, err := findAccount(d.clients[0], check.Name, handlers.Investment, security.SecurityId)
account, err := findAccount(d.clients[0], check.Name, models.Investment, security.SecurityId)
if err != nil {
t.Fatalf("Error finding trading account: %s\n", err)
}
accountBalanceHelper(t, d.clients[0], account, check.Balance)
tradingaccount, err := findAccount(d.clients[0], check.Name, handlers.Trading, security.SecurityId)
tradingaccount, err := findAccount(d.clients[0], check.Name, models.Trading, security.SecurityId)
if err != nil {
t.Fatalf("Error finding trading account: %s\n", err)
}

66
internal/handlers/prices.go
View File

@@ -1,47 +1,13 @@
package handlers
import (
"encoding/json"
"github.com/aclindsa/moneygo/internal/models"
"log"
"net/http"
"strings"
"time"
)
type Price struct {
PriceId int64
SecurityId int64
CurrencyId int64
Date time.Time
Value string // String representation of decimal price of Security in Currency units, suitable for passing to big.Rat.SetString()
RemoteId string // unique ID from source, for detecting duplicates
}
type PriceList struct {
Prices *[]*Price `json:"prices"`
}
func (p *Price) Read(json_str string) error {
dec := json.NewDecoder(strings.NewReader(json_str))
return dec.Decode(p)
}
func (p *Price) Write(w http.ResponseWriter) error {
enc := json.NewEncoder(w)
return enc.Encode(p)
}
func (pl *PriceList) Read(json_str string) error {
dec := json.NewDecoder(strings.NewReader(json_str))
return dec.Decode(pl)
}
func (pl *PriceList) Write(w http.ResponseWriter) error {
enc := json.NewEncoder(w)
return enc.Encode(pl)
}
func CreatePriceIfNotExist(tx *Tx, price *Price) error {
func CreatePriceIfNotExist(tx *Tx, price *models.Price) error {
if len(price.RemoteId) == 0 {
// Always create a new price if we can't match on the RemoteId
err := tx.Insert(price)
@@ -51,7 +17,7 @@ func CreatePriceIfNotExist(tx *Tx, price *Price) error {
return nil
}
var prices []*Price
var prices []*models.Price
_, err := tx.Select(&prices, "SELECT * from prices where SecurityId=? AND CurrencyId=? AND Date=? AND Value=?", price.SecurityId, price.CurrencyId, price.Date, price.Value)
if err != nil {
@@ -69,8 +35,8 @@ func CreatePriceIfNotExist(tx *Tx, price *Price) error {
return nil
}
func GetPrice(tx *Tx, priceid, securityid int64) (*Price, error) {
var p Price
func GetPrice(tx *Tx, priceid, securityid int64) (*models.Price, error) {
var p models.Price
err := tx.SelectOne(&p, "SELECT * from prices where PriceId=? AND SecurityId=?", priceid, securityid)
if err != nil {
return nil, err
@@ -78,8 +44,8 @@ func GetPrice(tx *Tx, priceid, securityid int64) (*Price, error) {
return &p, nil
}
func GetPrices(tx *Tx, securityid int64) (*[]*Price, error) {
var prices []*Price
func GetPrices(tx *Tx, securityid int64) (*[]*models.Price, error) {
var prices []*models.Price
_, err := tx.Select(&prices, "SELECT * from prices where SecurityId=?", securityid)
if err != nil {
@@ -89,8 +55,8 @@ func GetPrices(tx *Tx, securityid int64) (*[]*Price, error) {
}
// Return the latest price for security in currency units before date
func GetLatestPrice(tx *Tx, security, currency *Security, date *time.Time) (*Price, error) {
var p Price
func GetLatestPrice(tx *Tx, security, currency *models.Security, date *time.Time) (*models.Price, error) {
var p models.Price
err := tx.SelectOne(&p, "SELECT * from prices where SecurityId=? AND CurrencyId=? AND Date <= ? ORDER BY Date DESC LIMIT 1", security.SecurityId, currency.SecurityId, date)
if err != nil {
return nil, err
@@ -99,8 +65,8 @@ func GetLatestPrice(tx *Tx, security, currency *Security, date *time.Time) (*Pri
}
// Return the earliest price for security in currency units after date
func GetEarliestPrice(tx *Tx, security, currency *Security, date *time.Time) (*Price, error) {
var p Price
func GetEarliestPrice(tx *Tx, security, currency *models.Security, date *time.Time) (*models.Price, error) {
var p models.Price
err := tx.SelectOne(&p, "SELECT * from prices where SecurityId=? AND CurrencyId=? AND Date >= ? ORDER BY Date ASC LIMIT 1", security.SecurityId, currency.SecurityId, date)
if err != nil {
return nil, err
@@ -109,7 +75,7 @@ func GetEarliestPrice(tx *Tx, security, currency *Security, date *time.Time) (*P
}
// Return the price for security in currency closest to date
func GetClosestPrice(tx *Tx, security, currency *Security, date *time.Time) (*Price, error) {
func GetClosestPrice(tx *Tx, security, currency *models.Security, date *time.Time) (*models.Price, error) {
earliest, _ := GetEarliestPrice(tx, security, currency, date)
latest, err := GetLatestPrice(tx, security, currency, date)
@@ -129,14 +95,14 @@ func GetClosestPrice(tx *Tx, security, currency *Security, date *time.Time) (*Pr
}
}
func PriceHandler(r *http.Request, context *Context, user *User, securityid int64) ResponseWriterWriter {
func PriceHandler(r *http.Request, context *Context, user *models.User, securityid int64) ResponseWriterWriter {
security, err := GetSecurity(context.Tx, securityid, user.UserId)
if err != nil {
return NewError(3 /*Invalid Request*/)
}
if r.Method == "POST" {
var price Price
var price models.Price
if err := ReadJSON(r, &price); err != nil {
return NewError(3 /*Invalid Request*/)
}
@@ -160,7 +126,7 @@ func PriceHandler(r *http.Request, context *Context, user *User, securityid int6
} else if r.Method == "GET" {
if context.LastLevel() {
//Return all this security's prices
var pl PriceList
var pl models.PriceList
prices, err := GetPrices(context.Tx, security.SecurityId)
if err != nil {
@@ -189,7 +155,7 @@ func PriceHandler(r *http.Request, context *Context, user *User, securityid int6
return NewError(3 /*Invalid Request*/)
}
if r.Method == "PUT" {
var price Price
var price models.Price
if err := ReadJSON(r, &price); err != nil || price.PriceId != priceid {
return NewError(3 /*Invalid Request*/)
}

9
internal/handlers/prices_lua.go
View File

@@ -1,6 +1,7 @@
package handlers
import (
"github.com/aclindsa/moneygo/internal/models"
"github.com/yuin/gopher-lua"
)
@@ -14,7 +15,7 @@ func luaRegisterPrices(L *lua.LState) {
L.SetField(mt, "__metatable", lua.LString("protected"))
}
func PriceToLua(L *lua.LState, price *Price) *lua.LUserData {
func PriceToLua(L *lua.LState, price *models.Price) *lua.LUserData {
ud := L.NewUserData()
ud.Value = price
L.SetMetatable(ud, L.GetTypeMetatable(luaPriceTypeName))
@@ -22,9 +23,9 @@ func PriceToLua(L *lua.LState, price *Price) *lua.LUserData {
}
// Checks whether the first lua argument is a *LUserData with *Price and returns this *Price.
func luaCheckPrice(L *lua.LState, n int) *Price {
func luaCheckPrice(L *lua.LState, n int) *models.Price {
ud := L.CheckUserData(n)
if price, ok := ud.Value.(*Price); ok {
if price, ok := ud.Value.(*models.Price); ok {
return price
}
L.ArgError(n, "price expected")
@@ -59,7 +60,7 @@ func luaPrice__index(L *lua.LState) int {
}
L.Push(SecurityToLua(L, c))
case "Value", "value":
amt, err := GetBigAmount(p.Value)
amt, err := models.GetBigAmount(p.Value)
if err != nil {
panic(err)
}

19
internal/handlers/prices_test.go
View File

@@ -2,20 +2,21 @@ package handlers_test
import (
"github.com/aclindsa/moneygo/internal/handlers"
"github.com/aclindsa/moneygo/internal/models"
"net/http"
"strconv"
"testing"
"time"
)
func createPrice(client *http.Client, price *handlers.Price) (*handlers.Price, error) {
var p handlers.Price
func createPrice(client *http.Client, price *models.Price) (*models.Price, error) {
var p models.Price
err := create(client, price, &p, "/v1/securities/"+strconv.FormatInt(price.SecurityId, 10)+"/prices/")
return &p, err
}
func getPrice(client *http.Client, priceid, securityid int64) (*handlers.Price, error) {
var p handlers.Price
func getPrice(client *http.Client, priceid, securityid int64) (*models.Price, error) {
var p models.Price
err := read(client, &p, "/v1/securities/"+strconv.FormatInt(securityid, 10)+"/prices/"+strconv.FormatInt(priceid, 10))
if err != nil {
return nil, err
@@ -23,8 +24,8 @@ func getPrice(client *http.Client, priceid, securityid int64) (*handlers.Price,
return &p, nil
}
func getPrices(client *http.Client, securityid int64) (*handlers.PriceList, error) {
var pl handlers.PriceList
func getPrices(client *http.Client, securityid int64) (*models.PriceList, error) {
var pl models.PriceList
err := read(client, &pl, "/v1/securities/"+strconv.FormatInt(securityid, 10)+"/prices/")
if err != nil {
return nil, err
@@ -32,8 +33,8 @@ func getPrices(client *http.Client, securityid int64) (*handlers.PriceList, erro
return &pl, nil
}
func updatePrice(client *http.Client, price *handlers.Price) (*handlers.Price, error) {
var p handlers.Price
func updatePrice(client *http.Client, price *models.Price) (*models.Price, error) {
var p models.Price
err := update(client, price, &p, "/v1/securities/"+strconv.FormatInt(price.SecurityId, 10)+"/prices/"+strconv.FormatInt(price.PriceId, 10))
if err != nil {
return nil, err
@@ -41,7 +42,7 @@ func updatePrice(client *http.Client, price *handlers.Price) (*handlers.Price, e
return &p, nil
}
func deletePrice(client *http.Client, p *handlers.Price) error {
func deletePrice(client *http.Client, p *models.Price) error {
err := remove(client, "/v1/securities/"+strconv.FormatInt(p.SecurityId, 10)+"/prices/"+strconv.FormatInt(p.PriceId, 10))
if err != nil {
return err

92
internal/handlers/reports.go
View File

@@ -2,13 +2,12 @@ package handlers
import (
"context"
"encoding/json"
"errors"
"fmt"
"github.com/aclindsa/moneygo/internal/models"
"github.com/yuin/gopher-lua"
"log"
"net/http"
"strings"
"time"
)
@@ -25,67 +24,8 @@ const (
const luaTimeoutSeconds time.Duration = 30 // maximum time a lua request can run for
type Report struct {
ReportId int64
UserId int64
Name string
Lua string
}
// The maximum length (in bytes) the Lua code may be. This is used to set the
// max size of the database columns (with an added fudge factor)
const LuaMaxLength int = 65536
func (r *Report) Write(w http.ResponseWriter) error {
enc := json.NewEncoder(w)
return enc.Encode(r)
}
func (r *Report) Read(json_str string) error {
dec := json.NewDecoder(strings.NewReader(json_str))
return dec.Decode(r)
}
type ReportList struct {
Reports *[]Report `json:"reports"`
}
func (rl *ReportList) Write(w http.ResponseWriter) error {
enc := json.NewEncoder(w)
return enc.Encode(rl)
}
func (rl *ReportList) Read(json_str string) error {
dec := json.NewDecoder(strings.NewReader(json_str))
return dec.Decode(rl)
}
type Series struct {
Values []float64
Series map[string]*Series
}
type Tabulation struct {
ReportId int64
Title string
Subtitle string
Units string
Labels []string
Series map[string]*Series
}
func (t *Tabulation) Write(w http.ResponseWriter) error {
enc := json.NewEncoder(w)
return enc.Encode(t)
}
func (t *Tabulation) Read(json_str string) error {
dec := json.NewDecoder(strings.NewReader(json_str))
return dec.Decode(t)
}
func GetReport(tx *Tx, reportid int64, userid int64) (*Report, error) {
var r Report
func GetReport(tx *Tx, reportid int64, userid int64) (*models.Report, error) {
var r models.Report
err := tx.SelectOne(&r, "SELECT * from reports where UserId=? AND ReportId=?", userid, reportid)
if err != nil {
@@ -94,8 +34,8 @@ func GetReport(tx *Tx, reportid int64, userid int64) (*Report, error) {
return &r, nil
}
func GetReports(tx *Tx, userid int64) (*[]Report, error) {
var reports []Report
func GetReports(tx *Tx, userid int64) (*[]models.Report, error) {
var reports []models.Report
_, err := tx.Select(&reports, "SELECT * from reports where UserId=?", userid)
if err != nil {
@@ -104,7 +44,7 @@ func GetReports(tx *Tx, userid int64) (*[]Report, error) {
return &reports, nil
}
func InsertReport(tx *Tx, r *Report) error {
func InsertReport(tx *Tx, r *models.Report) error {
err := tx.Insert(r)
if err != nil {
return err
@@ -112,7 +52,7 @@ func InsertReport(tx *Tx, r *Report) error {
return nil
}
func UpdateReport(tx *Tx, r *Report) error {
func UpdateReport(tx *Tx, r *models.Report) error {
count, err := tx.Update(r)
if err != nil {
return err
@@ -123,7 +63,7 @@ func UpdateReport(tx *Tx, r *Report) error {
return nil
}
func DeleteReport(tx *Tx, r *Report) error {
func DeleteReport(tx *Tx, r *models.Report) error {
count, err := tx.Delete(r)
if err != nil {
return err
@@ -134,7 +74,7 @@ func DeleteReport(tx *Tx, r *Report) error {
return nil
}
func runReport(tx *Tx, user *User, report *Report) (*Tabulation, error) {
func runReport(tx *Tx, user *models.User, report *models.Report) (*models.Tabulation, error) {
// Create a new LState without opening the default libs for security
L := lua.NewState(lua.Options{SkipOpenLibs: true})
defer L.Close()
@@ -188,7 +128,7 @@ func runReport(tx *Tx, user *User, report *Report) (*Tabulation, error) {
value := L.Get(-1)
if ud, ok := value.(*lua.LUserData); ok {
if tabulation, ok := ud.Value.(*Tabulation); ok {
if tabulation, ok := ud.Value.(*models.Tabulation); ok {
return tabulation, nil
} else {
return nil, fmt.Errorf("generate() for %s (Id: %d) didn't return a tabulation", report.Name, report.ReportId)
@@ -198,7 +138,7 @@ func runReport(tx *Tx, user *User, report *Report) (*Tabulation, error) {
}
}
func ReportTabulationHandler(tx *Tx, r *http.Request, user *User, reportid int64) ResponseWriterWriter {
func ReportTabulationHandler(tx *Tx, r *http.Request, user *models.User, reportid int64) ResponseWriterWriter {
report, err := GetReport(tx, reportid, user.UserId)
if err != nil {
return NewError(3 /*Invalid Request*/)
@@ -223,14 +163,14 @@ func ReportHandler(r *http.Request, context *Context) ResponseWriterWriter {
}
if r.Method == "POST" {
var report Report
var report models.Report
if err := ReadJSON(r, &report); err != nil {
return NewError(3 /*Invalid Request*/)
}
report.ReportId = -1
report.UserId = user.UserId
if len(report.Lua) >= LuaMaxLength {
if len(report.Lua) >= models.LuaMaxLength {
return NewError(3 /*Invalid Request*/)
}
@@ -244,7 +184,7 @@ func ReportHandler(r *http.Request, context *Context) ResponseWriterWriter {
} else if r.Method == "GET" {
if context.LastLevel() {
//Return all Reports
var rl ReportList
var rl models.ReportList
reports, err := GetReports(context.Tx, user.UserId)
if err != nil {
log.Print(err)
@@ -277,13 +217,13 @@ func ReportHandler(r *http.Request, context *Context) ResponseWriterWriter {
}
if r.Method == "PUT" {
var report Report
var report models.Report
if err := ReadJSON(r, &report); err != nil || report.ReportId != reportid {
return NewError(3 /*Invalid Request*/)
}
report.UserId = user.UserId
if len(report.Lua) >= LuaMaxLength {
if len(report.Lua) >= models.LuaMaxLength {
return NewError(3 /*Invalid Request*/)
}

21
internal/handlers/reports_lua.go
View File

@@ -1,6 +1,7 @@
package handlers
import (
"github.com/aclindsa/moneygo/internal/models"
"github.com/yuin/gopher-lua"
)
@@ -21,9 +22,9 @@ func luaRegisterTabulations(L *lua.LState) {
}
// Checks whether the first lua argument is a *LUserData with *Tabulation and returns *Tabulation
func luaCheckTabulation(L *lua.LState, n int) *Tabulation {
func luaCheckTabulation(L *lua.LState, n int) *models.Tabulation {
ud := L.CheckUserData(n)
if tabulation, ok := ud.Value.(*Tabulation); ok {
if tabulation, ok := ud.Value.(*models.Tabulation); ok {
return tabulation
}
L.ArgError(n, "tabulation expected")
@@ -31,9 +32,9 @@ func luaCheckTabulation(L *lua.LState, n int) *Tabulation {
}
// Checks whether the first lua argument is a *LUserData with *Series and returns *Series
func luaCheckSeries(L *lua.LState, n int) *Series {
func luaCheckSeries(L *lua.LState, n int) *models.Series {
ud := L.CheckUserData(n)
if series, ok := ud.Value.(*Series); ok {
if series, ok := ud.Value.(*models.Series); ok {
return series
}
L.ArgError(n, "series expected")
@@ -43,9 +44,9 @@ func luaCheckSeries(L *lua.LState, n int) *Series {
func luaTabulationNew(L *lua.LState) int {
numvalues := L.CheckInt(1)
ud := L.NewUserData()
ud.Value = &Tabulation{
ud.Value = &models.Tabulation{
Labels: make([]string, numvalues),
Series: make(map[string]*Series),
Series: make(map[string]*models.Series),
}
L.SetMetatable(ud, L.GetTypeMetatable(luaTabulationTypeName))
L.Push(ud)
@@ -94,8 +95,8 @@ func luaTabulationSeries(L *lua.LState) int {
if ok {
ud.Value = s
} else {
tabulation.Series[name] = &Series{
Series: make(map[string]*Series),
tabulation.Series[name] = &models.Series{
Series: make(map[string]*models.Series),
Values: make([]float64, cap(tabulation.Labels)),
}
ud.Value = tabulation.Series[name]
@@ -175,8 +176,8 @@ func luaSeriesSeries(L *lua.LState) int {
if ok {
ud.Value = s
} else {
parent.Series[name] = &Series{
Series: make(map[string]*Series),
parent.Series[name] = &models.Series{
Series: make(map[string]*models.Series),
Values: make([]float64, cap(parent.Values)),
}
ud.Value = parent.Series[name]

4
internal/handlers/reports_lua_test.go
View File

@@ -2,7 +2,7 @@ package handlers_test
import (
"fmt"
"github.com/aclindsa/moneygo/internal/handlers"
"github.com/aclindsa/moneygo/internal/models"
"net/http"
"testing"
)
@@ -25,7 +25,7 @@ function generate()
t:title(tostring(test()))
return t
end`, lt.Lua)
r := handlers.Report{
r := models.Report{
Name: lt.Name,
Lua: lua,
}

31
internal/handlers/reports_test.go
View File

@@ -2,19 +2,20 @@ package handlers_test
import (
"github.com/aclindsa/moneygo/internal/handlers"
"github.com/aclindsa/moneygo/internal/models"
"net/http"
"strconv"
"testing"
)
func createReport(client *http.Client, report *handlers.Report) (*handlers.Report, error) {
var r handlers.Report
func createReport(client *http.Client, report *models.Report) (*models.Report, error) {
var r models.Report
err := create(client, report, &r, "/v1/reports/")
return &r, err
}
func getReport(client *http.Client, reportid int64) (*handlers.Report, error) {
var r handlers.Report
func getReport(client *http.Client, reportid int64) (*models.Report, error) {
var r models.Report
err := read(client, &r, "/v1/reports/"+strconv.FormatInt(reportid, 10))
if err != nil {
return nil, err
@@ -22,8 +23,8 @@ func getReport(client *http.Client, reportid int64) (*handlers.Report, error) {
return &r, nil
}
func getReports(client *http.Client) (*handlers.ReportList, error) {
var rl handlers.ReportList
func getReports(client *http.Client) (*models.ReportList, error) {
var rl models.ReportList
err := read(client, &rl, "/v1/reports/")
if err != nil {
return nil, err
@@ -31,8 +32,8 @@ func getReports(client *http.Client) (*handlers.ReportList, error) {
return &rl, nil
}
func updateReport(client *http.Client, report *handlers.Report) (*handlers.Report, error) {
var r handlers.Report
func updateReport(client *http.Client, report *models.Report) (*models.Report, error) {
var r models.Report
err := update(client, report, &r, "/v1/reports/"+strconv.FormatInt(report.ReportId, 10))
if err != nil {
return nil, err
@@ -40,7 +41,7 @@ func updateReport(client *http.Client, report *handlers.Report) (*handlers.Repor
return &r, nil
}
func deleteReport(client *http.Client, r *handlers.Report) error {
func deleteReport(client *http.Client, r *models.Report) error {
err := remove(client, "/v1/reports/"+strconv.FormatInt(r.ReportId, 10))
if err != nil {
return err
@@ -48,8 +49,8 @@ func deleteReport(client *http.Client, r *handlers.Report) error {
return nil
}
func tabulateReport(client *http.Client, reportid int64) (*handlers.Tabulation, error) {
var t handlers.Tabulation
func tabulateReport(client *http.Client, reportid int64) (*models.Tabulation, error) {
var t models.Tabulation
err := read(client, &t, "/v1/reports/"+strconv.FormatInt(reportid, 10)+"/tabulations")
if err != nil {
return nil, err
@@ -73,7 +74,7 @@ func TestCreateReport(t *testing.T) {
t.Errorf("Lua doesn't match")
}
r.Lua = string(make([]byte, handlers.LuaMaxLength+1))
r.Lua = string(make([]byte, models.LuaMaxLength+1))
_, err := createReport(d.clients[orig.UserId], &r)
if err == nil {
t.Fatalf("Expected error creating report with too-long Lua")
@@ -173,7 +174,7 @@ func TestUpdateReport(t *testing.T) {
t.Errorf("Lua doesn't match")
}
r.Lua = string(make([]byte, handlers.LuaMaxLength+1))
r.Lua = string(make([]byte, models.LuaMaxLength+1))
_, err = updateReport(d.clients[orig.UserId], r)
if err == nil {
t.Fatalf("Expected error updating report with too-long Lua")
@@ -214,7 +215,7 @@ func TestDeleteReport(t *testing.T) {
}
})
}
func seriesEqualityHelper(t *testing.T, orig, curr map[string]*handlers.Series, name string) {
func seriesEqualityHelper(t *testing.T, orig, curr map[string]*models.Series, name string) {
if orig == nil || curr == nil {
if orig != nil {
t.Fatalf("`%s` series unexpectedly nil", name)
@@ -242,7 +243,7 @@ func seriesEqualityHelper(t *testing.T, orig, curr map[string]*handlers.Series,
}
}
func tabulationEqualityHelper(t *testing.T, orig, curr *handlers.Tabulation) {
func tabulationEqualityHelper(t *testing.T, orig, curr *models.Tabulation) {
if orig.Title != curr.Title {
t.Errorf("Tabulation Title doesn't match")
}

11
internal/handlers/scripts/gen_security_list.py
View File

@@ -26,7 +26,7 @@ class Security(object):
self.type = _type
self.precision = precision
def unicode(self):
s = """\tSecurity{
s = """\t{
\t\tName: \"%s\",
\t\tDescription: \"%s\",
\t\tSymbol: \"%s\",
@@ -72,7 +72,7 @@ def process_ccyntry(currency_list, node):
else:
precision = int(n.firstChild.nodeValue)
if nameSet and numberSet:
currency_list.add(Security(name, description, number, "Currency", precision))
currency_list.add(Security(name, description, number, "models.Currency", precision))
def get_currency_list():
currency_list = SecurityList("ISO 4217, from http://www.currency-iso.org/en/home/tables/table-a1.html")
@@ -97,7 +97,7 @@ def get_cusip_list(filename):
cusip = row[0]
name = row[1]
description = ",".join(row[2:])
cusip_list.add(Security(name, description, cusip, "Stock", 5))
cusip_list.add(Security(name, description, cusip, "models.Stock", 5))
return cusip_list
def main():
@@ -105,7 +105,10 @@ def main():
cusip_list = get_cusip_list('cusip_list.csv')
print("package handlers\n")
print("var SecurityTemplates = []Security{")
print("import (")
print("\t\"github.com/aclindsa/moneygo/internal/models\"")
print(")\n")
print("var SecurityTemplates = []models.Security{")
print(currency_list.unicode())
print(cusip_list.unicode())
print("}")

99
internal/handlers/securities.go
View File

@@ -3,9 +3,9 @@ package handlers
//go:generate make
import (
"encoding/json"
"errors"
"fmt"
"github.com/aclindsa/moneygo/internal/models"
"log"
"net/http"
"net/url"
@@ -13,64 +13,9 @@ import (
"strings"
)
type SecurityType int64
const (
Currency SecurityType = 1
Stock = 2
)
func GetSecurityType(typestring string) SecurityType {
if strings.EqualFold(typestring, "currency") {
return Currency
} else if strings.EqualFold(typestring, "stock") {
return Stock
} else {
return 0
}
}
type Security struct {
SecurityId int64
UserId int64
Name string
Description string
Symbol string
// Number of decimal digits (to the right of the decimal point) this
// security is precise to
Precision int `db:"Preciseness"`
Type SecurityType
// AlternateId is CUSIP for Type=Stock, ISO4217 for Type=Currency
AlternateId string
}
type SecurityList struct {
Securities *[]*Security `json:"securities"`
}
func (s *Security) Read(json_str string) error {
dec := json.NewDecoder(strings.NewReader(json_str))
return dec.Decode(s)
}
func (s *Security) Write(w http.ResponseWriter) error {
enc := json.NewEncoder(w)
return enc.Encode(s)
}
func (sl *SecurityList) Read(json_str string) error {
dec := json.NewDecoder(strings.NewReader(json_str))
return dec.Decode(sl)
}
func (sl *SecurityList) Write(w http.ResponseWriter) error {
enc := json.NewEncoder(w)
return enc.Encode(sl)
}
func SearchSecurityTemplates(search string, _type SecurityType, limit int64) []*Security {
func SearchSecurityTemplates(search string, _type models.SecurityType, limit int64) []*models.Security {
upperSearch := strings.ToUpper(search)
var results []*Security
var results []*models.Security
for i, security := range SecurityTemplates {
if strings.Contains(strings.ToUpper(security.Name), upperSearch) ||
strings.Contains(strings.ToUpper(security.Description), upperSearch) ||
@@ -86,7 +31,7 @@ func SearchSecurityTemplates(search string, _type SecurityType, limit int64) []*
return results
}
func FindSecurityTemplate(name string, _type SecurityType) *Security {
func FindSecurityTemplate(name string, _type models.SecurityType) *models.Security {
for _, security := range SecurityTemplates {
if name == security.Name && _type == security.Type {
return &security
@@ -95,18 +40,18 @@ func FindSecurityTemplate(name string, _type SecurityType) *Security {
return nil
}
func FindCurrencyTemplate(iso4217 int64) *Security {
func FindCurrencyTemplate(iso4217 int64) *models.Security {
iso4217string := strconv.FormatInt(iso4217, 10)
for _, security := range SecurityTemplates {
if security.Type == Currency && security.AlternateId == iso4217string {
if security.Type == models.Currency && security.AlternateId == iso4217string {
return &security
}
}
return nil
}
func GetSecurity(tx *Tx, securityid int64, userid int64) (*Security, error) {
var s Security
func GetSecurity(tx *Tx, securityid int64, userid int64) (*models.Security, error) {
var s models.Security
err := tx.SelectOne(&s, "SELECT * from securities where UserId=? AND SecurityId=?", userid, securityid)
if err != nil {
@@ -115,8 +60,8 @@ func GetSecurity(tx *Tx, securityid int64, userid int64) (*Security, error) {
return &s, nil
}
func GetSecurities(tx *Tx, userid int64) (*[]*Security, error) {
var securities []*Security
func GetSecurities(tx *Tx, userid int64) (*[]*models.Security, error) {
var securities []*models.Security
_, err := tx.Select(&securities, "SELECT * from securities where UserId=?", userid)
if err != nil {
@@ -125,7 +70,7 @@ func GetSecurities(tx *Tx, userid int64) (*[]*Security, error) {
return &securities, nil
}
func InsertSecurity(tx *Tx, s *Security) error {
func InsertSecurity(tx *Tx, s *models.Security) error {
err := tx.Insert(s)
if err != nil {
return err
@@ -133,11 +78,11 @@ func InsertSecurity(tx *Tx, s *Security) error {
return nil
}
func UpdateSecurity(tx *Tx, s *Security) (err error) {
func UpdateSecurity(tx *Tx, s *models.Security) (err error) {
user, err := GetUser(tx, s.UserId)
if err != nil {
return
} else if user.DefaultCurrency == s.SecurityId && s.Type != Currency {
} else if user.DefaultCurrency == s.SecurityId && s.Type != models.Currency {
return errors.New("Cannot change security which is user's default currency to be non-currency")
}
@@ -160,7 +105,7 @@ func (e SecurityInUseError) Error() string {
return e.message
}
func DeleteSecurity(tx *Tx, s *Security) error {
func DeleteSecurity(tx *Tx, s *models.Security) error {
// First, ensure no accounts are using this security
accounts, err := tx.SelectInt("SELECT count(*) from accounts where UserId=? and SecurityId=?", s.UserId, s.SecurityId)
@@ -193,7 +138,7 @@ func DeleteSecurity(tx *Tx, s *Security) error {
return nil
}
func ImportGetCreateSecurity(tx *Tx, userid int64, security *Security) (*Security, error) {
func ImportGetCreateSecurity(tx *Tx, userid int64, security *models.Security) (*models.Security, error) {
security.UserId = userid
if len(security.AlternateId) == 0 {
// Always create a new local security if we can't match on the AlternateId
@@ -204,7 +149,7 @@ func ImportGetCreateSecurity(tx *Tx, userid int64, security *Security) (*Securit
return security, nil
}
var securities []*Security
var securities []*models.Security
_, err := tx.Select(&securities, "SELECT * from securities where UserId=? AND Type=? AND AlternateId=? AND Preciseness=?", userid, security.Type, security.AlternateId, security.Precision)
if err != nil {
@@ -264,7 +209,7 @@ func SecurityHandler(r *http.Request, context *Context) ResponseWriterWriter {
return PriceHandler(r, context, user, securityid)
}
var security Security
var security models.Security
if err := ReadJSON(r, &security); err != nil {
return NewError(3 /*Invalid Request*/)
}
@@ -281,7 +226,7 @@ func SecurityHandler(r *http.Request, context *Context) ResponseWriterWriter {
} else if r.Method == "GET" {
if context.LastLevel() {
//Return all securities
var sl SecurityList
var sl models.SecurityList
securities, err := GetSecurities(context.Tx, user.UserId)
if err != nil {
@@ -324,7 +269,7 @@ func SecurityHandler(r *http.Request, context *Context) ResponseWriterWriter {
}
if r.Method == "PUT" {
var security Security
var security models.Security
if err := ReadJSON(r, &security); err != nil || security.SecurityId != securityid {
return NewError(3 /*Invalid Request*/)
}
@@ -359,17 +304,17 @@ func SecurityHandler(r *http.Request, context *Context) ResponseWriterWriter {
func SecurityTemplateHandler(r *http.Request, context *Context) ResponseWriterWriter {
if r.Method == "GET" {
var sl SecurityList
var sl models.SecurityList
query, _ := url.ParseQuery(r.URL.RawQuery)
var limit int64 = -1
search := query.Get("search")
var _type SecurityType = 0
var _type models.SecurityType = 0
typestring := query.Get("type")
if len(typestring) > 0 {
_type = GetSecurityType(typestring)
_type = models.GetSecurityType(typestring)
if _type == 0 {
return NewError(3 /*Invalid Request*/)
}

21
internal/handlers/securities_lua.go
View File

@@ -3,13 +3,14 @@ package handlers
import (
"context"
"errors"
"github.com/aclindsa/moneygo/internal/models"
"github.com/yuin/gopher-lua"
)
const luaSecurityTypeName = "security"
func luaContextGetSecurities(L *lua.LState) (map[int64]*Security, error) {
var security_map map[int64]*Security
func luaContextGetSecurities(L *lua.LState) (map[int64]*models.Security, error) {
var security_map map[int64]*models.Security
ctx := L.Context()
@@ -18,9 +19,9 @@ func luaContextGetSecurities(L *lua.LState) (map[int64]*Security, error) {
return nil, errors.New("Couldn't find tx in lua's Context")
}
security_map, ok = ctx.Value(securitiesContextKey).(map[int64]*Security)
security_map, ok = ctx.Value(securitiesContextKey).(map[int64]*models.Security)
if !ok {
user, ok := ctx.Value(userContextKey).(*User)
user, ok := ctx.Value(userContextKey).(*models.User)
if !ok {
return nil, errors.New("Couldn't find User in lua's Context")
}
@@ -30,7 +31,7 @@ func luaContextGetSecurities(L *lua.LState) (map[int64]*Security, error) {
return nil, err
}
security_map = make(map[int64]*Security)
security_map = make(map[int64]*models.Security)
for i := range *securities {
security_map[(*securities)[i].SecurityId] = (*securities)[i]
}
@@ -42,7 +43,7 @@ func luaContextGetSecurities(L *lua.LState) (map[int64]*Security, error) {
return security_map, nil
}
func luaContextGetDefaultCurrency(L *lua.LState) (*Security, error) {
func luaContextGetDefaultCurrency(L *lua.LState) (*models.Security, error) {
security_map, err := luaContextGetSecurities(L)
if err != nil {
return nil, err
@@ -50,7 +51,7 @@ func luaContextGetDefaultCurrency(L *lua.LState) (*Security, error) {
ctx := L.Context()
user, ok := ctx.Value(userContextKey).(*User)
user, ok := ctx.Value(userContextKey).(*models.User)
if !ok {
return nil, errors.New("Couldn't find User in lua's Context")
}
@@ -106,7 +107,7 @@ func luaRegisterSecurities(L *lua.LState) {
L.SetGlobal("get_default_currency", getDefaultCurrencyFn)
}
func SecurityToLua(L *lua.LState, security *Security) *lua.LUserData {
func SecurityToLua(L *lua.LState, security *models.Security) *lua.LUserData {
ud := L.NewUserData()
ud.Value = security
L.SetMetatable(ud, L.GetTypeMetatable(luaSecurityTypeName))
@@ -114,9 +115,9 @@ func SecurityToLua(L *lua.LState, security *Security) *lua.LUserData {
}
// Checks whether the first lua argument is a *LUserData with *Security and returns this *Security.
func luaCheckSecurity(L *lua.LState, n int) *Security {
func luaCheckSecurity(L *lua.LState, n int) *models.Security {
ud := L.CheckUserData(n)
if security, ok := ud.Value.(*Security); ok {
if security, ok := ud.Value.(*models.Security); ok {
return security
}
L.ArgError(n, "security expected")

19
internal/handlers/securities_test.go
View File

@@ -2,19 +2,20 @@ package handlers_test
import (
"github.com/aclindsa/moneygo/internal/handlers"
"github.com/aclindsa/moneygo/internal/models"
"net/http"
"strconv"
"testing"
)
func createSecurity(client *http.Client, security *handlers.Security) (*handlers.Security, error) {
var s handlers.Security
func createSecurity(client *http.Client, security *models.Security) (*models.Security, error) {
var s models.Security
err := create(client, security, &s, "/v1/securities/")
return &s, err
}
func getSecurity(client *http.Client, securityid int64) (*handlers.Security, error) {
var s handlers.Security
func getSecurity(client *http.Client, securityid int64) (*models.Security, error) {
var s models.Security
err := read(client, &s, "/v1/securities/"+strconv.FormatInt(securityid, 10))
if err != nil {
return nil, err
@@ -22,8 +23,8 @@ func getSecurity(client *http.Client, securityid int64) (*handlers.Security, err
return &s, nil
}
func getSecurities(client *http.Client) (*handlers.SecurityList, error) {
var sl handlers.SecurityList
func getSecurities(client *http.Client) (*models.SecurityList, error) {
var sl models.SecurityList
err := read(client, &sl, "/v1/securities/")
if err != nil {
return nil, err
@@ -31,8 +32,8 @@ func getSecurities(client *http.Client) (*handlers.SecurityList, error) {
return &sl, nil
}
func updateSecurity(client *http.Client, security *handlers.Security) (*handlers.Security, error) {
var s handlers.Security
func updateSecurity(client *http.Client, security *models.Security) (*models.Security, error) {
var s models.Security
err := update(client, security, &s, "/v1/securities/"+strconv.FormatInt(security.SecurityId, 10))
if err != nil {
return nil, err
@@ -40,7 +41,7 @@ func updateSecurity(client *http.Client, security *handlers.Security) (*handlers
return &s, nil
}
func deleteSecurity(client *http.Client, s *handlers.Security) error {
func deleteSecurity(client *http.Client, s *models.Security) error {
err := remove(client, "/v1/securities/"+strconv.FormatInt(s.SecurityId, 10))
if err != nil {
return err

7
internal/handlers/security_templates_test.go
View File

@@ -2,12 +2,13 @@ package handlers_test
import (
"github.com/aclindsa/moneygo/internal/handlers"
"github.com/aclindsa/moneygo/internal/models"
"io/ioutil"
"testing"
)
func TestSecurityTemplates(t *testing.T) {
var sl handlers.SecurityList
var sl models.SecurityList
response, err := server.Client().Get(server.URL + "/v1/securitytemplates/?search=USD&type=currency")
if err != nil {
t.Fatal(err)
@@ -30,7 +31,7 @@ func TestSecurityTemplates(t *testing.T) {
num_usd := 0
if sl.Securities != nil {
for _, s := range *sl.Securities {
if s.Type != handlers.Currency {
if s.Type != models.Currency {
t.Fatalf("Requested Currency-only security templates, received a non-Currency template for %s", s.Name)
}
@@ -46,7 +47,7 @@ func TestSecurityTemplates(t *testing.T) {
}
func TestSecurityTemplateLimit(t *testing.T) {
var sl handlers.SecurityList
var sl models.SecurityList
response, err := server.Client().Get(server.URL + "/v1/securitytemplates/?search=e&limit=5")
if err != nil {
t.Fatal(err)

66
internal/handlers/sessions.go
View File

@@ -1,37 +1,15 @@
package handlers
import (
"crypto/rand"
"encoding/base64"
"encoding/json"
"fmt"
"io"
"github.com/aclindsa/moneygo/internal/models"
"log"
"net/http"
"strings"
"time"
)
type Session struct {
SessionId int64
SessionSecret string `json:"-"`
UserId int64
Created time.Time
Expires time.Time
}
func (s *Session) Write(w http.ResponseWriter) error {
enc := json.NewEncoder(w)
return enc.Encode(s)
}
func (s *Session) Read(json_str string) error {
dec := json.NewDecoder(strings.NewReader(json_str))
return dec.Decode(s)
}
func GetSession(tx *Tx, r *http.Request) (*Session, error) {
var s Session
func GetSession(tx *Tx, r *http.Request) (*models.Session, error) {
var s models.Session
cookie, err := r.Cookie("moneygo-session")
if err != nil {
@@ -62,16 +40,8 @@ func DeleteSessionIfExists(tx *Tx, r *http.Request) error {
return nil
}
func NewSessionCookie() (string, error) {
bits := make([]byte, 128)
if _, err := io.ReadFull(rand.Reader, bits); err != nil {
return "", err
}
return base64.StdEncoding.EncodeToString(bits), nil
}
type NewSessionWriter struct {
session *Session
session *models.Session
cookie *http.Cookie
}
@@ -81,14 +51,12 @@ func (n *NewSessionWriter) Write(w http.ResponseWriter) error {
}
func NewSession(tx *Tx, r *http.Request, userid int64) (*NewSessionWriter, error) {
s := Session{}
session_secret, err := NewSessionCookie()
s, err := models.NewSession(userid)
if err != nil {
return nil, err
}
existing, err := tx.SelectInt("SELECT count(*) from sessions where SessionSecret=?", session_secret)
existing, err := tx.SelectInt("SELECT count(*) from sessions where SessionSecret=?", s.SessionSecret)
if err != nil {
return nil, err
}
@@ -96,31 +64,17 @@ func NewSession(tx *Tx, r *http.Request, userid int64) (*NewSessionWriter, error
return nil, fmt.Errorf("%d session(s) exist with the generated session_secret", existing)
}
cookie := http.Cookie{
Name: "moneygo-session",
Value: session_secret,
Path: "/",
Domain: r.URL.Host,
Expires: time.Now().AddDate(0, 1, 0), // a month from now
Secure: true,
HttpOnly: true,
}
s.SessionSecret = session_secret
s.UserId = userid
s.Created = time.Now()
s.Expires = cookie.Expires
err = tx.Insert(&s)
err = tx.Insert(s)
if err != nil {
return nil, err
}
return &NewSessionWriter{&s, &cookie}, nil
return &NewSessionWriter{s, s.Cookie(r.URL.Host)}, nil
}
func SessionHandler(r *http.Request, context *Context) ResponseWriterWriter {
if r.Method == "POST" || r.Method == "PUT" {
var user User
var user models.User
if err := ReadJSON(r, &user); err != nil {
return NewError(3 /*Invalid Request*/)
}

5
internal/handlers/sessions_test.go
View File

@@ -3,6 +3,7 @@ package handlers_test
import (
"fmt"
"github.com/aclindsa/moneygo/internal/handlers"
"github.com/aclindsa/moneygo/internal/models"
"net/http"
"net/http/cookiejar"
"net/url"
@@ -26,8 +27,8 @@ func newSession(user *User) (*http.Client, error) {
return &client, nil
}
func getSession(client *http.Client) (*handlers.Session, error) {
var s handlers.Session
func getSession(client *http.Client) (*models.Session, error) {
var s models.Session
err := read(client, &s, "/v1/sessions/")
return &s, err
}

90
internal/handlers/testdata_test.go
View File

@@ -3,7 +3,7 @@ package handlers_test
import (
"encoding/json"
"fmt"
"github.com/aclindsa/moneygo/internal/handlers"
"github.com/aclindsa/moneygo/internal/models"
"net/http"
"strings"
"testing"
@@ -36,12 +36,12 @@ type TestData struct {
initialized bool
users []User
clients []*http.Client
securities []handlers.Security
prices []handlers.Price
accounts []handlers.Account // accounts must appear after their parents in this slice
transactions []handlers.Transaction
reports []handlers.Report
tabulations []handlers.Tabulation
securities []models.Security
prices []models.Price
accounts []models.Account // accounts must appear after their parents in this slice
transactions []models.Transaction
reports []models.Report
tabulations []models.Tabulation
}
type TestDataFunc func(*testing.T, *TestData)
@@ -112,7 +112,7 @@ func (t *TestData) Initialize() (*TestData, error) {
}
for i, transaction := range t.transactions {
transaction.Splits = []*handlers.Split{}
transaction.Splits = []*models.Split{}
for _, s := range t.transactions[i].Splits {
// Make a copy of the split since Splits is a slice of pointers so
// copying the transaction doesn't
@@ -170,14 +170,14 @@ var data = []TestData{
Email: "bbob+moneygo@my-domain.com",
},
},
securities: []handlers.Security{
securities: []models.Security{
{
UserId: 0,
Name: "USD",
Description: "US Dollar",
Symbol: "$",
Precision: 2,
Type: handlers.Currency,
Type: models.Currency,
AlternateId: "840",
},
{
@@ -186,7 +186,7 @@ var data = []TestData{
Description: "SPDR S&P 500 ETF Trust",
Symbol: "SPY",
Precision: 5,
Type: handlers.Stock,
Type: models.Stock,
AlternateId: "78462F103",
},
{
@@ -195,7 +195,7 @@ var data = []TestData{
Description: "Euro",
Symbol: "€",
Precision: 2,
Type: handlers.Currency,
Type: models.Currency,
AlternateId: "978",
},
{
@@ -204,11 +204,11 @@ var data = []TestData{
Description: "Euro",
Symbol: "€",
Precision: 2,
Type: handlers.Currency,
Type: models.Currency,
AlternateId: "978",
},
},
prices: []handlers.Price{
prices: []models.Price{
{
SecurityId: 1,
CurrencyId: 0,
@@ -245,78 +245,78 @@ var data = []TestData{
RemoteId: "USDEUR819298714",
},
},
accounts: []handlers.Account{
accounts: []models.Account{
{
UserId: 0,
SecurityId: 0,
ParentAccountId: -1,
Type: handlers.Asset,
Type: models.Asset,
Name: "Assets",
},
{
UserId: 0,
SecurityId: 0,
ParentAccountId: 0,
Type: handlers.Bank,
Type: models.Bank,
Name: "Credit Union Checking",
},
{
UserId: 0,
SecurityId: 0,
ParentAccountId: -1,
Type: handlers.Expense,
Type: models.Expense,
Name: "Expenses",
},
{
UserId: 0,
SecurityId: 0,
ParentAccountId: 2,
Type: handlers.Expense,
Type: models.Expense,
Name: "Groceries",
},
{
UserId: 0,
SecurityId: 0,
ParentAccountId: 2,
Type: handlers.Expense,
Type: models.Expense,
Name: "Cable",
},
{
UserId: 1,
SecurityId: 2,
ParentAccountId: -1,
Type: handlers.Asset,
Type: models.Asset,
Name: "Assets",
},
{
UserId: 1,
SecurityId: 2,
ParentAccountId: -1,
Type: handlers.Expense,
Type: models.Expense,
Name: "Expenses",
},
{
UserId: 0,
SecurityId: 0,
ParentAccountId: -1,
Type: handlers.Liability,
Type: models.Liability,
Name: "Credit Card",
},
},
transactions: []handlers.Transaction{
transactions: []models.Transaction{
{
UserId: 0,
Description: "weekly groceries",
Date: time.Date(2017, time.October, 15, 1, 16, 59, 0, time.UTC),
Splits: []*handlers.Split{
Splits: []*models.Split{
{
Status: handlers.Reconciled,
Status: models.Reconciled,
AccountId: 1,
SecurityId: -1,
Amount: "-5.6",
},
{
Status: handlers.Reconciled,
Status: models.Reconciled,
AccountId: 3,
SecurityId: -1,
Amount: "5.6",
@@ -327,15 +327,15 @@ var data = []TestData{
UserId: 0,
Description: "weekly groceries",
Date: time.Date(2017, time.October, 31, 19, 10, 14, 0, time.UTC),
Splits: []*handlers.Split{
Splits: []*models.Split{
{
Status: handlers.Reconciled,
Status: models.Reconciled,
AccountId: 1,
SecurityId: -1,
Amount: "-81.59",
},
{
Status: handlers.Reconciled,
Status: models.Reconciled,
AccountId: 3,
SecurityId: -1,
Amount: "81.59",
@@ -346,15 +346,15 @@ var data = []TestData{
UserId: 0,
Description: "Cable",
Date: time.Date(2017, time.September, 2, 0, 00, 00, 0, time.UTC),
Splits: []*handlers.Split{
Splits: []*models.Split{
{
Status: handlers.Reconciled,
Status: models.Reconciled,
AccountId: 1,
SecurityId: -1,
Amount: "-39.99",
},
{
Status: handlers.Entered,
Status: models.Entered,
AccountId: 4,
SecurityId: -1,
Amount: "39.99",
@@ -365,15 +365,15 @@ var data = []TestData{
UserId: 1,
Description: "Gas",
Date: time.Date(2017, time.November, 1, 13, 19, 50, 0, time.UTC),
Splits: []*handlers.Split{
Splits: []*models.Split{
{
Status: handlers.Reconciled,
Status: models.Reconciled,
AccountId: 5,
SecurityId: -1,
Amount: "-24.56",
},
{
Status: handlers.Entered,
Status: models.Entered,
AccountId: 6,
SecurityId: -1,
Amount: "24.56",
@@ -381,7 +381,7 @@ var data = []TestData{
},
},
},
reports: []handlers.Report{
reports: []models.Report{
{
UserId: 0,
Name: "This Year's Monthly Expenses",
@@ -439,39 +439,39 @@ function generate()
end`,
},
},
tabulations: []handlers.Tabulation{
tabulations: []models.Tabulation{
{
ReportId: 0,
Title: "2017 Monthly Expenses",
Subtitle: "This is my subtitle",
Units: "USD",
Labels: []string{"2017-01-01", "2017-02-01", "2017-03-01", "2017-04-01", "2017-05-01", "2017-06-01", "2017-07-01", "2017-08-01", "2017-09-01", "2017-10-01", "2017-11-01", "2017-12-01"},
Series: map[string]*handlers.Series{
Series: map[string]*models.Series{
"Assets": {
Values: []float64{0, 0, 0, 0, 0, 0, 0, 0, 0, 0, 0, 0},
Series: map[string]*handlers.Series{
Series: map[string]*models.Series{
"Credit Union Checking": {
Values: []float64{0, 0, 0, 0, 0, 0, 0, 0, 0, 0, 0, 0},
Series: map[string]*handlers.Series{},
Series: map[string]*models.Series{},
},
},
},
"Expenses": {
Values: []float64{0, 0, 0, 0, 0, 0, 0, 0, 0, 0, 0, 0},
Series: map[string]*handlers.Series{
Series: map[string]*models.Series{
"Groceries": {
Values: []float64{0, 0, 0, 0, 0, 0, 0, 0, 0, 87.19, 0, 0},
Series: map[string]*handlers.Series{},
Series: map[string]*models.Series{},
},
"Cable": {
Values: []float64{0, 0, 0, 0, 0, 0, 0, 0, 39.99, 0, 0, 0},
Series: map[string]*handlers.Series{},
Series: map[string]*models.Series{},
},
},
},
"Credit Card": {
Values: []float64{0, 0, 0, 0, 0, 0, 0, 0, 0, 0, 0, 0},
Series: map[string]*handlers.Series{},
Series: map[string]*models.Series{},
},
},
},

196
internal/handlers/transactions.go
View File

@@ -1,149 +1,25 @@
package handlers
import (
"encoding/json"
"errors"
"fmt"
"github.com/aclindsa/moneygo/internal/models"
"log"
"math/big"
"net/http"
"net/url"
"strconv"
"strings"
"time"
)
// Split.Status
const (
Imported int64 = 1
Entered = 2
Cleared = 3
Reconciled = 4
Voided = 5
)
// Split.ImportSplitType
const (
Default int64 = 0
ImportAccount = 1 // This split belongs to the main account being imported
SubAccount = 2 // This split belongs to a sub-account of that being imported
ExternalAccount = 3
TradingAccount = 4
Commission = 5
Taxes = 6
Fees = 7
Load = 8
IncomeAccount = 9
ExpenseAccount = 10
)
type Split struct {
SplitId int64
TransactionId int64
Status int64
ImportSplitType int64
// One of AccountId and SecurityId must be -1
// In normal splits, AccountId will be valid and SecurityId will be -1. The
// only case where this is reversed is for transactions that have been
// imported and not yet associated with an account.
AccountId int64
SecurityId int64
RemoteId string // unique ID from server, for detecting duplicates
Number string // Check or reference number
Memo string
Amount string // String representation of decimal, suitable for passing to big.Rat.SetString()
}
func GetBigAmount(amt string) (*big.Rat, error) {
var r big.Rat
_, success := r.SetString(amt)
if !success {
return nil, errors.New("Couldn't convert string amount to big.Rat via SetString()")
}
return &r, nil
}
func (s *Split) GetAmount() (*big.Rat, error) {
return GetBigAmount(s.Amount)
}
func (s *Split) Valid() bool {
if (s.AccountId == -1) == (s.SecurityId == -1) {
return false
}
_, err := s.GetAmount()
return err == nil
}
func (s *Split) AlreadyImported(tx *Tx) (bool, error) {
func SplitAlreadyImported(tx *Tx, s *models.Split) (bool, error) {
count, err := tx.SelectInt("SELECT COUNT(*) from splits where RemoteId=? and AccountId=?", s.RemoteId, s.AccountId)
return count == 1, err
}
type Transaction struct {
TransactionId int64
UserId int64
Description string
Date time.Time
Splits []*Split `db:"-"`
}
type TransactionList struct {
Transactions *[]Transaction `json:"transactions"`
}
type AccountTransactionsList struct {
Account *Account
Transactions *[]Transaction
TotalTransactions int64
BeginningBalance string
EndingBalance string
}
func (t *Transaction) Write(w http.ResponseWriter) error {
enc := json.NewEncoder(w)
return enc.Encode(t)
}
func (t *Transaction) Read(json_str string) error {
dec := json.NewDecoder(strings.NewReader(json_str))
return dec.Decode(t)
}
func (tl *TransactionList) Write(w http.ResponseWriter) error {
enc := json.NewEncoder(w)
return enc.Encode(tl)
}
func (tl *TransactionList) Read(json_str string) error {
dec := json.NewDecoder(strings.NewReader(json_str))
return dec.Decode(tl)
}
func (atl *AccountTransactionsList) Write(w http.ResponseWriter) error {
enc := json.NewEncoder(w)
return enc.Encode(atl)
}
func (atl *AccountTransactionsList) Read(json_str string) error {
dec := json.NewDecoder(strings.NewReader(json_str))
return dec.Decode(atl)
}
func (t *Transaction) Valid() bool {
for i := range t.Splits {
if !t.Splits[i].Valid() {
return false
}
}
return true
}
// Return a map of security ID's to big.Rat's containing the amount that
// security is imbalanced by
func (t *Transaction) GetImbalances(tx *Tx) (map[int64]big.Rat, error) {
func GetTransactionImbalances(tx *Tx, t *models.Transaction) (map[int64]big.Rat, error) {
sums := make(map[int64]big.Rat)
if !t.Valid() {
@@ -154,7 +30,7 @@ func (t *Transaction) GetImbalances(tx *Tx) (map[int64]big.Rat, error) {
securityid := t.Splits[i].SecurityId
if t.Splits[i].AccountId != -1 {
var err error
var account *Account
var account *models.Account
account, err = GetAccount(tx, t.Splits[i].AccountId, t.UserId)
if err != nil {
return nil, err
@@ -171,10 +47,10 @@ func (t *Transaction) GetImbalances(tx *Tx) (map[int64]big.Rat, error) {
// Returns true if all securities contained in this transaction are balanced,
// false otherwise
func (t *Transaction) Balanced(tx *Tx) (bool, error) {
func TransactionBalanced(tx *Tx, t *models.Transaction) (bool, error) {
var zero big.Rat
sums, err := t.GetImbalances(tx)
sums, err := GetTransactionImbalances(tx, t)
if err != nil {
return false, err
}
@@ -187,8 +63,8 @@ func (t *Transaction) Balanced(tx *Tx) (bool, error) {
return true, nil
}
func GetTransaction(tx *Tx, transactionid int64, userid int64) (*Transaction, error) {
var t Transaction
func GetTransaction(tx *Tx, transactionid int64, userid int64) (*models.Transaction, error) {
var t models.Transaction
err := tx.SelectOne(&t, "SELECT * from transactions where UserId=? AND TransactionId=?", userid, transactionid)
if err != nil {
@@ -203,8 +79,8 @@ func GetTransaction(tx *Tx, transactionid int64, userid int64) (*Transaction, er
return &t, nil
}
func GetTransactions(tx *Tx, userid int64) (*[]Transaction, error) {
var transactions []Transaction
func GetTransactions(tx *Tx, userid int64) (*[]models.Transaction, error) {
var transactions []models.Transaction
_, err := tx.Select(&transactions, "SELECT * from transactions where UserId=?", userid)
if err != nil {
@@ -221,7 +97,7 @@ func GetTransactions(tx *Tx, userid int64) (*[]Transaction, error) {
return &transactions, nil
}
func incrementAccountVersions(tx *Tx, user *User, accountids []int64) error {
func incrementAccountVersions(tx *Tx, user *models.User, accountids []int64) error {
for i := range accountids {
account, err := GetAccount(tx, accountids[i], user.UserId)
if err != nil {
@@ -245,7 +121,7 @@ func (ame AccountMissingError) Error() string {
return "Account missing"
}
func InsertTransaction(tx *Tx, t *Transaction, user *User) error {
func InsertTransaction(tx *Tx, t *models.Transaction, user *models.User) error {
// Map of any accounts with transaction splits being added
a_map := make(map[int64]bool)
for i := range t.Splits {
@@ -295,8 +171,8 @@ func InsertTransaction(tx *Tx, t *Transaction, user *User) error {
return nil
}
func UpdateTransaction(tx *Tx, t *Transaction, user *User) error {
var existing_splits []*Split
func UpdateTransaction(tx *Tx, t *models.Transaction, user *models.User) error {
var existing_splits []*models.Split
_, err := tx.Select(&existing_splits, "SELECT * from splits where TransactionId=?", t.TransactionId)
if err != nil {
@@ -372,7 +248,7 @@ func UpdateTransaction(tx *Tx, t *Transaction, user *User) error {
return nil
}
func DeleteTransaction(tx *Tx, t *Transaction, user *User) error {
func DeleteTransaction(tx *Tx, t *models.Transaction, user *models.User) error {
var accountids []int64
_, err := tx.Select(&accountids, "SELECT DISTINCT AccountId FROM splits WHERE TransactionId=? AND AccountId != -1", t.TransactionId)
if err != nil {
@@ -407,7 +283,7 @@ func TransactionHandler(r *http.Request, context *Context) ResponseWriterWriter
}
if r.Method == "POST" {
var transaction Transaction
var transaction models.Transaction
if err := ReadJSON(r, &transaction); err != nil {
return NewError(3 /*Invalid Request*/)
}
@@ -426,7 +302,7 @@ func TransactionHandler(r *http.Request, context *Context) ResponseWriterWriter
}
}
balanced, err := transaction.Balanced(context.Tx)
balanced, err := TransactionBalanced(context.Tx, &transaction)
if err != nil {
return NewError(999 /*Internal Error*/)
}
@@ -448,7 +324,7 @@ func TransactionHandler(r *http.Request, context *Context) ResponseWriterWriter
} else if r.Method == "GET" {
if context.LastLevel() {
//Return all Transactions
var al TransactionList
var al models.TransactionList
transactions, err := GetTransactions(context.Tx, user.UserId)
if err != nil {
log.Print(err)
@@ -474,13 +350,13 @@ func TransactionHandler(r *http.Request, context *Context) ResponseWriterWriter
return NewError(3 /*Invalid Request*/)
}
if r.Method == "PUT" {
var transaction Transaction
var transaction models.Transaction
if err := ReadJSON(r, &transaction); err != nil || transaction.TransactionId != transactionid {
return NewError(3 /*Invalid Request*/)
}
transaction.UserId = user.UserId
balanced, err := transaction.Balanced(context.Tx)
balanced, err := TransactionBalanced(context.Tx, &transaction)
if err != nil {
log.Print(err)
return NewError(999 /*Internal Error*/)
@@ -525,7 +401,7 @@ func TransactionHandler(r *http.Request, context *Context) ResponseWriterWriter
return NewError(3 /*Invalid Request*/)
}
func TransactionsBalanceDifference(tx *Tx, accountid int64, transactions []Transaction) (*big.Rat, error) {
func TransactionsBalanceDifference(tx *Tx, accountid int64, transactions []models.Transaction) (*big.Rat, error) {
var pageDifference, tmp big.Rat
for i := range transactions {
_, err := tx.Select(&transactions[i].Splits, "SELECT * FROM splits where TransactionId=?", transactions[i].TransactionId)
@@ -537,7 +413,7 @@ func TransactionsBalanceDifference(tx *Tx, accountid int64, transactions []Trans
// an ending balance
for j := range transactions[i].Splits {
if transactions[i].Splits[j].AccountId == accountid {
rat_amount, err := GetBigAmount(transactions[i].Splits[j].Amount)
rat_amount, err := models.GetBigAmount(transactions[i].Splits[j].Amount)
if err != nil {
return nil, err
}
@@ -549,8 +425,8 @@ func TransactionsBalanceDifference(tx *Tx, accountid int64, transactions []Trans
return &pageDifference, nil
}
func GetAccountBalance(tx *Tx, user *User, accountid int64) (*big.Rat, error) {
var splits []Split
func GetAccountBalance(tx *Tx, user *models.User, accountid int64) (*big.Rat, error) {
var splits []models.Split
sql := "SELECT DISTINCT splits.* FROM splits INNER JOIN transactions ON transactions.TransactionId = splits.TransactionId WHERE splits.AccountId=? AND transactions.UserId=?"
_, err := tx.Select(&splits, sql, accountid, user.UserId)
@@ -560,7 +436,7 @@ func GetAccountBalance(tx *Tx, user *User, accountid int64) (*big.Rat, error) {
var balance, tmp big.Rat
for _, s := range splits {
rat_amount, err := GetBigAmount(s.Amount)
rat_amount, err := models.GetBigAmount(s.Amount)
if err != nil {
return nil, err
}
@@ -572,8 +448,8 @@ func GetAccountBalance(tx *Tx, user *User, accountid int64) (*big.Rat, error) {
}
// Assumes accountid is valid and is owned by the current user
func GetAccountBalanceDate(tx *Tx, user *User, accountid int64, date *time.Time) (*big.Rat, error) {
var splits []Split
func GetAccountBalanceDate(tx *Tx, user *models.User, accountid int64, date *time.Time) (*big.Rat, error) {
var splits []models.Split
sql := "SELECT DISTINCT splits.* FROM splits INNER JOIN transactions ON transactions.TransactionId = splits.TransactionId WHERE splits.AccountId=? AND transactions.UserId=? AND transactions.Date < ?"
_, err := tx.Select(&splits, sql, accountid, user.UserId, date)
@@ -583,7 +459,7 @@ func GetAccountBalanceDate(tx *Tx, user *User, accountid int64, date *time.Time)
var balance, tmp big.Rat
for _, s := range splits {
rat_amount, err := GetBigAmount(s.Amount)
rat_amount, err := models.GetBigAmount(s.Amount)
if err != nil {
return nil, err
}
@@ -594,8 +470,8 @@ func GetAccountBalanceDate(tx *Tx, user *User, accountid int64, date *time.Time)
return &balance, nil
}
func GetAccountBalanceDateRange(tx *Tx, user *User, accountid int64, begin, end *time.Time) (*big.Rat, error) {
var splits []Split
func GetAccountBalanceDateRange(tx *Tx, user *models.User, accountid int64, begin, end *time.Time) (*big.Rat, error) {
var splits []models.Split
sql := "SELECT DISTINCT splits.* FROM splits INNER JOIN transactions ON transactions.TransactionId = splits.TransactionId WHERE splits.AccountId=? AND transactions.UserId=? AND transactions.Date >= ? AND transactions.Date < ?"
_, err := tx.Select(&splits, sql, accountid, user.UserId, begin, end)
@@ -605,7 +481,7 @@ func GetAccountBalanceDateRange(tx *Tx, user *User, accountid int64, begin, end
var balance, tmp big.Rat
for _, s := range splits {
rat_amount, err := GetBigAmount(s.Amount)
rat_amount, err := models.GetBigAmount(s.Amount)
if err != nil {
return nil, err
}
@@ -616,9 +492,9 @@ func GetAccountBalanceDateRange(tx *Tx, user *User, accountid int64, begin, end
return &balance, nil
}
func GetAccountTransactions(tx *Tx, user *User, accountid int64, sort string, page uint64, limit uint64) (*AccountTransactionsList, error) {
var transactions []Transaction
var atl AccountTransactionsList
func GetAccountTransactions(tx *Tx, user *models.User, accountid int64, sort string, page uint64, limit uint64) (*models.AccountTransactionsList, error) {
var transactions []models.Transaction
var atl models.AccountTransactionsList
var sqlsort, balanceLimitOffset string
var balanceLimitOffsetArg uint64
@@ -684,7 +560,7 @@ func GetAccountTransactions(tx *Tx, user *User, accountid int64, sort string, pa
var tmp, balance big.Rat
for _, amount := range amounts {
rat_amount, err := GetBigAmount(amount)
rat_amount, err := models.GetBigAmount(amount)
if err != nil {
return nil, err
}
@@ -699,7 +575,7 @@ func GetAccountTransactions(tx *Tx, user *User, accountid int64, sort string, pa
// Return only those transactions which have at least one split pertaining to
// an account
func AccountTransactionsHandler(context *Context, r *http.Request, user *User, accountid int64) ResponseWriterWriter {
func AccountTransactionsHandler(context *Context, r *http.Request, user *models.User, accountid int64) ResponseWriterWriter {
var page uint64 = 0
var limit uint64 = 50
var sort string = "date-desc"

51
internal/handlers/transactions_test.go
View File

@@ -3,6 +3,7 @@ package handlers_test
import (
"fmt"
"github.com/aclindsa/moneygo/internal/handlers"
"github.com/aclindsa/moneygo/internal/models"
"net/http"
"net/url"
"strconv"
@@ -10,14 +11,14 @@ import (
"time"
)
func createTransaction(client *http.Client, transaction *handlers.Transaction) (*handlers.Transaction, error) {
var s handlers.Transaction
func createTransaction(client *http.Client, transaction *models.Transaction) (*models.Transaction, error) {
var s models.Transaction
err := create(client, transaction, &s, "/v1/transactions/")
return &s, err
}
func getTransaction(client *http.Client, transactionid int64) (*handlers.Transaction, error) {
var s handlers.Transaction
func getTransaction(client *http.Client, transactionid int64) (*models.Transaction, error) {
var s models.Transaction
err := read(client, &s, "/v1/transactions/"+strconv.FormatInt(transactionid, 10))
if err != nil {
return nil, err
@@ -25,8 +26,8 @@ func getTransaction(client *http.Client, transactionid int64) (*handlers.Transac
return &s, nil
}
func getTransactions(client *http.Client) (*handlers.TransactionList, error) {
var tl handlers.TransactionList
func getTransactions(client *http.Client) (*models.TransactionList, error) {
var tl models.TransactionList
err := read(client, &tl, "/v1/transactions/")
if err != nil {
return nil, err
@@ -34,8 +35,8 @@ func getTransactions(client *http.Client) (*handlers.TransactionList, error) {
return &tl, nil
}
func getAccountTransactions(client *http.Client, accountid, page, limit int64, sort string) (*handlers.AccountTransactionsList, error) {
var atl handlers.AccountTransactionsList
func getAccountTransactions(client *http.Client, accountid, page, limit int64, sort string) (*models.AccountTransactionsList, error) {
var atl models.AccountTransactionsList
params := url.Values{}
query := fmt.Sprintf("/v1/accounts/%d/transactions/", accountid)
@@ -57,8 +58,8 @@ func getAccountTransactions(client *http.Client, accountid, page, limit int64, s
return &atl, nil
}
func updateTransaction(client *http.Client, transaction *handlers.Transaction) (*handlers.Transaction, error) {
var s handlers.Transaction
func updateTransaction(client *http.Client, transaction *models.Transaction) (*models.Transaction, error) {
var s models.Transaction
err := update(client, transaction, &s, "/v1/transactions/"+strconv.FormatInt(transaction.TransactionId, 10))
if err != nil {
return nil, err
@@ -66,7 +67,7 @@ func updateTransaction(client *http.Client, transaction *handlers.Transaction) (
return &s, nil
}
func deleteTransaction(client *http.Client, s *handlers.Transaction) error {
func deleteTransaction(client *http.Client, s *models.Transaction) error {
err := remove(client, "/v1/transactions/"+strconv.FormatInt(s.TransactionId, 10))
if err != nil {
return err
@@ -74,7 +75,7 @@ func deleteTransaction(client *http.Client, s *handlers.Transaction) error {
return nil
}
func ensureTransactionsMatch(t *testing.T, expected, tran *handlers.Transaction, accounts *[]handlers.Account, matchtransactionids, matchsplitids bool) {
func ensureTransactionsMatch(t *testing.T, expected, tran *models.Transaction, accounts *[]models.Account, matchtransactionids, matchsplitids bool) {
t.Helper()
if tran.TransactionId == 0 {
@@ -136,9 +137,9 @@ func ensureTransactionsMatch(t *testing.T, expected, tran *handlers.Transaction,
}
}
func getAccountVersionMap(t *testing.T, client *http.Client, tran *handlers.Transaction) map[int64]*handlers.Account {
func getAccountVersionMap(t *testing.T, client *http.Client, tran *models.Transaction) map[int64]*models.Account {
t.Helper()
accountMap := make(map[int64]*handlers.Account)
accountMap := make(map[int64]*models.Account)
for _, split := range tran.Splits {
account, err := getAccount(client, split.AccountId)
if err != nil {
@@ -149,7 +150,7 @@ func getAccountVersionMap(t *testing.T, client *http.Client, tran *handlers.Tran
return accountMap
}
func checkAccountVersionsUpdated(t *testing.T, client *http.Client, accountMap map[int64]*handlers.Account, tran *handlers.Transaction) {
func checkAccountVersionsUpdated(t *testing.T, client *http.Client, accountMap map[int64]*models.Account, tran *models.Transaction) {
for _, split := range tran.Splits {
account, err := getAccount(client, split.AccountId)
if err != nil {
@@ -177,19 +178,19 @@ func TestCreateTransaction(t *testing.T) {
}
// Don't allow imbalanced transactions
tran := handlers.Transaction{
tran := models.Transaction{
UserId: d.users[0].UserId,
Description: "Imbalanced",
Date: time.Date(2017, time.September, 1, 0, 00, 00, 0, time.UTC),
Splits: []*handlers.Split{
Splits: []*models.Split{
{
Status: handlers.Reconciled,
Status: models.Reconciled,
AccountId: d.accounts[1].AccountId,
SecurityId: -1,
Amount: "-39.98",
},
{
Status: handlers.Entered,
Status: models.Entered,
AccountId: d.accounts[4].AccountId,
SecurityId: -1,
Amount: "39.99",
@@ -209,7 +210,7 @@ func TestCreateTransaction(t *testing.T) {
}
// Don't allow transactions with 0 splits
tran.Splits = []*handlers.Split{}
tran.Splits = []*models.Split{}
_, err = createTransaction(d.clients[0], &tran)
if err == nil {
t.Fatalf("Expected error creating with zero splits")
@@ -316,9 +317,9 @@ func TestUpdateTransaction(t *testing.T) {
ensureTransactionsMatch(t, &curr, tran, nil, true, true)
tran.Splits = []*handlers.Split{}
tran.Splits = []*models.Split{}
for _, s := range curr.Splits {
var split handlers.Split
var split models.Split
split = *s
tran.Splits = append(tran.Splits, &split)
}
@@ -346,7 +347,7 @@ func TestUpdateTransaction(t *testing.T) {
}
// Don't allow transactions with 0 splits
tran.Splits = []*handlers.Split{}
tran.Splits = []*models.Split{}
_, err = updateTransaction(d.clients[orig.UserId], tran)
if err == nil {
t.Fatalf("Expected error updating with zero splits")
@@ -391,12 +392,12 @@ func TestDeleteTransaction(t *testing.T) {
})
}
func helperTestAccountTransactions(t *testing.T, d *TestData, account *handlers.Account, limit int64, sort string) {
func helperTestAccountTransactions(t *testing.T, d *TestData, account *models.Account, limit int64, sort string) {
if account.UserId != d.users[0].UserId {
return
}
var transactions []handlers.Transaction
var transactions []models.Transaction
var lastFetchCount int64
for page := int64(0); page == 0 || lastFetchCount > 0; page++ {

58
internal/handlers/users.go
View File

@@ -1,53 +1,21 @@
package handlers
import (
"crypto/sha256"
"encoding/json"
"errors"
"fmt"
"io"
"github.com/aclindsa/moneygo/internal/models"
"log"
"net/http"
"strings"
)
type User struct {
UserId int64
DefaultCurrency int64 // SecurityId of default currency, or ISO4217 code for it if creating new user
Name string
Username string
Password string `db:"-"`
PasswordHash string `json:"-"`
Email string
}
const BogusPassword = "password"
type UserExistsError struct{}
func (ueu UserExistsError) Error() string {
return "User exists"
}
func (u *User) Write(w http.ResponseWriter) error {
enc := json.NewEncoder(w)
return enc.Encode(u)
}
func (u *User) Read(json_str string) error {
dec := json.NewDecoder(strings.NewReader(json_str))
return dec.Decode(u)
}
func (u *User) HashPassword() {
password_hasher := sha256.New()
io.WriteString(password_hasher, u.Password)
u.PasswordHash = fmt.Sprintf("%x", password_hasher.Sum(nil))
u.Password = ""
}
func GetUser(tx *Tx, userid int64) (*User, error) {
var u User
func GetUser(tx *Tx, userid int64) (*models.User, error) {
var u models.User
err := tx.SelectOne(&u, "SELECT * from users where UserId=?", userid)
if err != nil {
@@ -56,8 +24,8 @@ func GetUser(tx *Tx, userid int64) (*User, error) {
return &u, nil
}
func GetUserByUsername(tx *Tx, username string) (*User, error) {
var u User
func GetUserByUsername(tx *Tx, username string) (*models.User, error) {
var u models.User
err := tx.SelectOne(&u, "SELECT * from users where Username=?", username)
if err != nil {
@@ -66,7 +34,7 @@ func GetUserByUsername(tx *Tx, username string) (*User, error) {
return &u, nil
}
func InsertUser(tx *Tx, u *User) error {
func InsertUser(tx *Tx, u *models.User) error {
security_template := FindCurrencyTemplate(u.DefaultCurrency)
if security_template == nil {
return errors.New("Invalid ISO4217 Default Currency")
@@ -86,7 +54,7 @@ func InsertUser(tx *Tx, u *User) error {
}
// Copy the security template and give it our new UserId
var security Security
var security models.Security
security = *security_template
security.UserId = u.UserId
@@ -107,7 +75,7 @@ func InsertUser(tx *Tx, u *User) error {
return nil
}
func GetUserFromSession(tx *Tx, r *http.Request) (*User, error) {
func GetUserFromSession(tx *Tx, r *http.Request) (*models.User, error) {
s, err := GetSession(tx, r)
if err != nil {
return nil, err
@@ -115,13 +83,13 @@ func GetUserFromSession(tx *Tx, r *http.Request) (*User, error) {
return GetUser(tx, s.UserId)
}
func UpdateUser(tx *Tx, u *User) error {
func UpdateUser(tx *Tx, u *models.User) error {
security, err := GetSecurity(tx, u.DefaultCurrency, u.UserId)
if err != nil {
return err
} else if security.UserId != u.UserId || security.SecurityId != u.DefaultCurrency {
return errors.New("UserId and DefaultCurrency don't match the fetched security")
} else if security.Type != Currency {
} else if security.Type != models.Currency {
return errors.New("New DefaultCurrency security is not a currency")
}
@@ -135,7 +103,7 @@ func UpdateUser(tx *Tx, u *User) error {
return nil
}
func DeleteUser(tx *Tx, u *User) error {
func DeleteUser(tx *Tx, u *models.User) error {
count, err := tx.Delete(u)
if err != nil {
return err
@@ -177,7 +145,7 @@ func DeleteUser(tx *Tx, u *User) error {
func UserHandler(r *http.Request, context *Context) ResponseWriterWriter {
if r.Method == "POST" {
var user User
var user models.User
if err := ReadJSON(r, &user); err != nil {
return NewError(3 /*Invalid Request*/)
}
@@ -221,7 +189,7 @@ func UserHandler(r *http.Request, context *Context) ResponseWriterWriter {
}
// If the user didn't create a new password, keep their old one
if user.Password != BogusPassword {
if user.Password != models.BogusPassword {
user.HashPassword()
} else {
user.Password = ""

118
internal/models/accounts.go Normal file
View File

@@ -0,0 +1,118 @@
package models
import (
"encoding/json"
"net/http"
"strings"
)
type AccountType int64
const (
Bank AccountType = 1 // start at 1 so that the default (0) is invalid
Cash = 2
Asset = 3
Liability = 4
Investment = 5
Income = 6
Expense = 7
Trading = 8
Equity = 9
Receivable = 10
Payable = 11
)
var AccountTypes = []AccountType{
Bank,
Cash,
Asset,
Liability,
Investment,
Income,
Expense,
Trading,
Equity,
Receivable,
Payable,
}
func (t AccountType) String() string {
switch t {
case Bank:
return "Bank"
case Cash:
return "Cash"
case Asset:
return "Asset"
case Liability:
return "Liability"
case Investment:
return "Investment"
case Income:
return "Income"
case Expense:
return "Expense"
case Trading:
return "Trading"
case Equity:
return "Equity"
case Receivable:
return "Receivable"
case Payable:
return "Payable"
}
return ""
}
type Account struct {
AccountId int64
ExternalAccountId string
UserId int64
SecurityId int64
ParentAccountId int64 // -1 if this account is at the root
Type AccountType
Name string
// monotonically-increasing account transaction version number. Used for
// allowing a client to ensure they have a consistent version when paging
// through transactions.
AccountVersion int64 `json:"Version"`
// Optional fields specifying how to fetch transactions from a bank via OFX
OFXURL string
OFXORG string
OFXFID string
OFXUser string
OFXBankID string // OFX BankID (BrokerID if AcctType == Investment)
OFXAcctID string
OFXAcctType string // ofxgo.acctType
OFXClientUID string
OFXAppID string
OFXAppVer string
OFXVersion string
OFXNoIndent bool
}
type AccountList struct {
Accounts *[]Account `json:"accounts"`
}
func (a *Account) Write(w http.ResponseWriter) error {
enc := json.NewEncoder(w)
return enc.Encode(a)
}
func (a *Account) Read(json_str string) error {
dec := json.NewDecoder(strings.NewReader(json_str))
return dec.Decode(a)
}
func (al *AccountList) Write(w http.ResponseWriter) error {
enc := json.NewEncoder(w)
return enc.Encode(al)
}
func (al *AccountList) Read(json_str string) error {
dec := json.NewDecoder(strings.NewReader(json_str))
return dec.Decode(al)
}

41
internal/models/prices.go Normal file
View File

@@ -0,0 +1,41 @@
package models
import (
"encoding/json"
"net/http"
"strings"
"time"
)
type Price struct {
PriceId int64
SecurityId int64
CurrencyId int64
Date time.Time
Value string // String representation of decimal price of Security in Currency units, suitable for passing to big.Rat.SetString()
RemoteId string // unique ID from source, for detecting duplicates
}
type PriceList struct {
Prices *[]*Price `json:"prices"`
}
func (p *Price) Read(json_str string) error {
dec := json.NewDecoder(strings.NewReader(json_str))
return dec.Decode(p)
}
func (p *Price) Write(w http.ResponseWriter) error {
enc := json.NewEncoder(w)
return enc.Encode(p)
}
func (pl *PriceList) Read(json_str string) error {
dec := json.NewDecoder(strings.NewReader(json_str))
return dec.Decode(pl)
}
func (pl *PriceList) Write(w http.ResponseWriter) error {
enc := json.NewEncoder(w)
return enc.Encode(pl)
}

66
internal/models/reports.go Normal file
View File

@@ -0,0 +1,66 @@
package models
import (
"encoding/json"
"net/http"
"strings"
)
type Report struct {
ReportId int64
UserId int64
Name string
Lua string
}
// The maximum length (in bytes) the Lua code may be. This is used to set the
// max size of the database columns (with an added fudge factor)
const LuaMaxLength int = 65536
func (r *Report) Write(w http.ResponseWriter) error {
enc := json.NewEncoder(w)
return enc.Encode(r)
}
func (r *Report) Read(json_str string) error {
dec := json.NewDecoder(strings.NewReader(json_str))
return dec.Decode(r)
}
type ReportList struct {
Reports *[]Report `json:"reports"`
}
func (rl *ReportList) Write(w http.ResponseWriter) error {
enc := json.NewEncoder(w)
return enc.Encode(rl)
}
func (rl *ReportList) Read(json_str string) error {
dec := json.NewDecoder(strings.NewReader(json_str))
return dec.Decode(rl)
}
type Series struct {
Values []float64
Series map[string]*Series
}
type Tabulation struct {
ReportId int64
Title string
Subtitle string
Units string
Labels []string
Series map[string]*Series
}
func (t *Tabulation) Write(w http.ResponseWriter) error {
enc := json.NewEncoder(w)
return enc.Encode(t)
}
func (t *Tabulation) Read(json_str string) error {
dec := json.NewDecoder(strings.NewReader(json_str))
return dec.Decode(t)
}

62
internal/models/securities.go Normal file
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package models
import (
"encoding/json"
"net/http"
"strings"
)
type SecurityType int64
const (
Currency SecurityType = 1
Stock = 2
)
func GetSecurityType(typestring string) SecurityType {
if strings.EqualFold(typestring, "currency") {
return Currency
} else if strings.EqualFold(typestring, "stock") {
return Stock
} else {
return 0
}
}
type Security struct {
SecurityId int64
UserId int64
Name string
Description string
Symbol string
// Number of decimal digits (to the right of the decimal point) this
// security is precise to
Precision int `db:"Preciseness"`
Type SecurityType
// AlternateId is CUSIP for Type=Stock, ISO4217 for Type=Currency
AlternateId string
}
type SecurityList struct {
Securities *[]*Security `json:"securities"`
}
func (s *Security) Read(json_str string) error {
dec := json.NewDecoder(strings.NewReader(json_str))
return dec.Decode(s)
}
func (s *Security) Write(w http.ResponseWriter) error {
enc := json.NewEncoder(w)
return enc.Encode(s)
}
func (sl *SecurityList) Read(json_str string) error {
dec := json.NewDecoder(strings.NewReader(json_str))
return dec.Decode(sl)
}
func (sl *SecurityList) Write(w http.ResponseWriter) error {
enc := json.NewEncoder(w)
return enc.Encode(sl)
}

67
internal/models/sessions.go Normal file
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package models
import (
"crypto/rand"
"encoding/base64"
"encoding/json"
"io"
"net/http"
"strings"
"time"
)
type Session struct {
SessionId int64
SessionSecret string `json:"-"`
UserId int64
Created time.Time
Expires time.Time
}
func (s *Session) Cookie(domain string) *http.Cookie {
return &http.Cookie{
Name: "moneygo-session",
Value: s.SessionSecret,
Path: "/",
Domain: domain,
Expires: s.Expires,
Secure: true,
HttpOnly: true,
}
}
func (s *Session) Write(w http.ResponseWriter) error {
enc := json.NewEncoder(w)
return enc.Encode(s)
}
func (s *Session) Read(json_str string) error {
dec := json.NewDecoder(strings.NewReader(json_str))
return dec.Decode(s)
}
func newSessionSecret() (string, error) {
bits := make([]byte, 128)
if _, err := io.ReadFull(rand.Reader, bits); err != nil {
return "", err
}
return base64.StdEncoding.EncodeToString(bits), nil
}
func NewSession(userid int64) (*Session, error) {
session_secret, err := newSessionSecret()
if err != nil {
return nil, err
}
now := time.Now()
s := Session{
SessionSecret: session_secret,
UserId: userid,
Created: now,
Expires: now.AddDate(0, 1, 0), // a month from now
}
return &s, nil
}

133
internal/models/transactions.go Normal file
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package models
import (
"encoding/json"
"errors"
"math/big"
"net/http"
"strings"
"time"
)
// Split.Status
const (
Imported int64 = 1
Entered = 2
Cleared = 3
Reconciled = 4
Voided = 5
)
// Split.ImportSplitType
const (
Default int64 = 0
ImportAccount = 1 // This split belongs to the main account being imported
SubAccount = 2 // This split belongs to a sub-account of that being imported
ExternalAccount = 3
TradingAccount = 4
Commission = 5
Taxes = 6
Fees = 7
Load = 8
IncomeAccount = 9
ExpenseAccount = 10
)
type Split struct {
SplitId int64
TransactionId int64
Status int64
ImportSplitType int64
// One of AccountId and SecurityId must be -1
// In normal splits, AccountId will be valid and SecurityId will be -1. The
// only case where this is reversed is for transactions that have been
// imported and not yet associated with an account.
AccountId int64
SecurityId int64
RemoteId string // unique ID from server, for detecting duplicates
Number string // Check or reference number
Memo string
Amount string // String representation of decimal, suitable for passing to big.Rat.SetString()
}
func GetBigAmount(amt string) (*big.Rat, error) {
var r big.Rat
_, success := r.SetString(amt)
if !success {
return nil, errors.New("Couldn't convert string amount to big.Rat via SetString()")
}
return &r, nil
}
func (s *Split) GetAmount() (*big.Rat, error) {
return GetBigAmount(s.Amount)
}
func (s *Split) Valid() bool {
if (s.AccountId == -1) == (s.SecurityId == -1) {
return false
}
_, err := s.GetAmount()
return err == nil
}
type Transaction struct {
TransactionId int64
UserId int64
Description string
Date time.Time
Splits []*Split `db:"-"`
}
type TransactionList struct {
Transactions *[]Transaction `json:"transactions"`
}
type AccountTransactionsList struct {
Account *Account
Transactions *[]Transaction
TotalTransactions int64
BeginningBalance string
EndingBalance string
}
func (t *Transaction) Write(w http.ResponseWriter) error {
enc := json.NewEncoder(w)
return enc.Encode(t)
}
func (t *Transaction) Read(json_str string) error {
dec := json.NewDecoder(strings.NewReader(json_str))
return dec.Decode(t)
}
func (tl *TransactionList) Write(w http.ResponseWriter) error {
enc := json.NewEncoder(w)
return enc.Encode(tl)
}
func (tl *TransactionList) Read(json_str string) error {
dec := json.NewDecoder(strings.NewReader(json_str))
return dec.Decode(tl)
}
func (atl *AccountTransactionsList) Write(w http.ResponseWriter) error {
enc := json.NewEncoder(w)
return enc.Encode(atl)
}
func (atl *AccountTransactionsList) Read(json_str string) error {
dec := json.NewDecoder(strings.NewReader(json_str))
return dec.Decode(atl)
}
func (t *Transaction) Valid() bool {
for i := range t.Splits {
if !t.Splits[i].Valid() {
return false
}
}
return true
}

39
internal/models/users.go Normal file
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package models
import (
"crypto/sha256"
"encoding/json"
"fmt"
"io"
"net/http"
"strings"
)
type User struct {
UserId int64
DefaultCurrency int64 // SecurityId of default currency, or ISO4217 code for it if creating new user
Name string
Username string
Password string `db:"-"`
PasswordHash string `json:"-"`
Email string
}
const BogusPassword = "password"
func (u *User) Write(w http.ResponseWriter) error {
enc := json.NewEncoder(w)
return enc.Encode(u)
}
func (u *User) Read(json_str string) error {
dec := json.NewDecoder(strings.NewReader(json_str))
return dec.Decode(u)
}
func (u *User) HashPassword() {
password_hasher := sha256.New()
io.WriteString(password_hasher, u.Password)
u.PasswordHash = fmt.Sprintf("%x", password_hasher.Sum(nil))
u.Password = ""
}