init

2026-09-10 12:30:42 +02:00
commit 9843fe0c50
79 changed files with 16318 additions and 0 deletions
@@ -0,0 +1,203 @@
+package app
+
+import (
+	"errors"
+	"fmt"
+	"slices"
+	"strings"
+
+	"finance-duck/internal/domain"
+)
+
+func SaveAccount(d *domain.Dataset, v domain.Account) error {
+	v.DisplayName = strings.TrimSpace(v.DisplayName)
+	if v.ID == "" {
+		v.ID = domain.NewID("acct")
+	}
+	for i, x := range d.Accounts {
+		if x.ID == v.ID {
+			d.Accounts[i] = v
+			return nil
+		}
+	}
+	d.Accounts = append(d.Accounts, v)
+	return nil
+}
+func SaveCategory(d *domain.Dataset, v domain.Category) error {
+	v.Name = strings.TrimSpace(v.Name)
+	if v.ID == "" {
+		v.ID = domain.NewID("cat")
+	}
+	for i, x := range d.Categories {
+		if x.ID == v.ID {
+			d.Categories[i] = v
+			return nil
+		}
+	}
+	d.Categories = append(d.Categories, v)
+	return nil
+}
+func SaveTag(d *domain.Dataset, v domain.Tag) error {
+	v.Name = strings.TrimSpace(v.Name)
+	if v.ID == "" {
+		v.ID = domain.NewID("tag")
+	}
+	for i, x := range d.Tags {
+		if x.ID == v.ID {
+			d.Tags[i] = v
+			return nil
+		}
+	}
+	d.Tags = append(d.Tags, v)
+	return nil
+}
+func SaveMerchant(d *domain.Dataset, v domain.Merchant) error {
+	v.Name = strings.TrimSpace(v.Name)
+	if v.ID == "" {
+		v.ID = domain.NewID("merchant")
+	}
+	for i, x := range d.Merchants {
+		if x.ID == v.ID {
+			d.Merchants[i] = v
+			return nil
+		}
+	}
+	d.Merchants = append(d.Merchants, v)
+	return nil
+}
+func replaceIDs(ids []string, from, to string) []string {
+	out := make([]string, 0, len(ids))
+	for _, id := range ids {
+		if id == from {
+			id = to
+		}
+		if id != "" && !slices.Contains(out, id) {
+			out = append(out, id)
+		}
+	}
+	return out
+}
+func Manage(d *domain.Dataset, entity, action, id, target string) error {
+	if id == "" || id == target {
+		return errors.New("select distinct source and target")
+	}
+	if action != "delete" && action != "merge" {
+		return errors.New("unknown management action")
+	}
+	if action == "merge" && target == "" {
+		return errors.New("merge target required")
+	}
+	switch entity {
+	case "account":
+		if action != "delete" {
+			return errors.New("account merging is not supported")
+		}
+		for _, t := range d.Transactions {
+			if t.Facts.AccountID == id {
+				return errors.New("account contains immutable financial records; deactivate it instead")
+			}
+		}
+		n := len(d.Accounts)
+		d.Accounts = slices.DeleteFunc(d.Accounts, func(v domain.Account) bool { return v.ID == id })
+		if n == len(d.Accounts) {
+			return errors.New("unknown account")
+		}
+	case "tag":
+		if !slices.ContainsFunc(d.Tags, func(v domain.Tag) bool { return v.ID == id }) {
+			return errors.New("unknown tag")
+		}
+		if target != "" && !slices.ContainsFunc(d.Tags, func(v domain.Tag) bool { return v.ID == target }) {
+			return errors.New("unknown target tag")
+		}
+		for i := range d.Transactions {
+			d.Transactions[i].Enrichment.TagIDs = replaceIDs(d.Transactions[i].Enrichment.TagIDs, id, target)
+		}
+		for i := range d.Merchants {
+			d.Merchants[i].DefaultTagIDs = replaceIDs(d.Merchants[i].DefaultTagIDs, id, target)
+		}
+		d.Tags = slices.DeleteFunc(d.Tags, func(v domain.Tag) bool { return v.ID == id })
+	case "merchant":
+		source := -1
+		dest := -1
+		for i, v := range d.Merchants {
+			if v.ID == id {
+				source = i
+			}
+			if v.ID == target {
+				dest = i
+			}
+		}
+		if source < 0 {
+			return errors.New("unknown merchant")
+		}
+		if target != "" && dest < 0 {
+			return errors.New("unknown target merchant")
+		}
+		if dest >= 0 {
+			for _, alias := range append(slices.Clone(d.Merchants[source].Aliases), d.Merchants[source].Name) {
+				if !slices.Contains(d.Merchants[dest].Aliases, alias) {
+					d.Merchants[dest].Aliases = append(d.Merchants[dest].Aliases, alias)
+				}
+			}
+		}
+		for i := range d.Transactions {
+			if d.Transactions[i].Enrichment.MerchantID == id {
+				d.Transactions[i].Enrichment.MerchantID = target
+			}
+		}
+		d.Merchants = slices.DeleteFunc(d.Merchants, func(v domain.Merchant) bool { return v.ID == id })
+	case "category":
+		if id == domain.ExpenseFallback || id == domain.IncomeFallback || id == "cat_expenses" || id == "cat_income" {
+			return errors.New("built-in fallback categories and roots cannot be deleted or merged")
+		}
+		if !slices.ContainsFunc(d.Categories, func(v domain.Category) bool { return v.ID == id }) {
+			return errors.New("unknown category")
+		}
+		removed := map[string]bool{id: true}
+		for changed := true; changed; {
+			changed = false
+			for _, c := range d.Categories {
+				if removed[c.ParentID] && !removed[c.ID] {
+					removed[c.ID] = true
+					changed = true
+				}
+			}
+		}
+		if action == "delete" && len(removed) > 1 {
+			return errors.New("move or delete child categories first, or merge the subtree")
+		}
+		if removed[target] {
+			return errors.New("cannot migrate into the removed subtree")
+		}
+		if target != "" {
+			if !slices.ContainsFunc(d.Categories, func(v domain.Category) bool { return v.ID == target }) {
+				return errors.New("unknown target category")
+			}
+			for _, c := range d.Categories {
+				if c.ParentID == target {
+					return errors.New("migration target must be a leaf category")
+				}
+			}
+		}
+		for i := range d.Transactions {
+			if removed[d.Transactions[i].Enrichment.CategoryID] {
+				if target == "" {
+					return errors.New("category is referenced; select a migration target")
+				}
+				d.Transactions[i].Enrichment.CategoryID = target
+			}
+		}
+		for i := range d.Merchants {
+			if removed[d.Merchants[i].DefaultCategoryID] {
+				if target == "" {
+					return errors.New("merchant defaults reference this category; select a migration target")
+				}
+				d.Merchants[i].DefaultCategoryID = target
+			}
+		}
+		d.Categories = slices.DeleteFunc(d.Categories, func(v domain.Category) bool { return removed[v.ID] })
+	default:
+		return fmt.Errorf("unknown entity %q", entity)
+	}
+	return nil
+}