feat: loans
This commit is contained in:
juancwu
parent
f05c36e44f
commit
ac7296b06e
20 changed files with 3191 additions and 4 deletions
317
internal/service/receipt.go
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317
internal/service/receipt.go
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package service
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import (
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"fmt"
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"time"
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"git.juancwu.dev/juancwu/budgit/internal/model"
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"git.juancwu.dev/juancwu/budgit/internal/repository"
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"github.com/google/uuid"
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)
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type FundingSourceDTO struct {
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SourceType model.FundingSourceType
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AccountID string
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Amount int
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}
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type CreateReceiptDTO struct {
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LoanID string
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SpaceID string
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UserID string
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Description string
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TotalAmount int
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Date time.Time
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FundingSources []FundingSourceDTO
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RecurringReceiptID *string
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}
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type UpdateReceiptDTO struct {
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ID string
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SpaceID string
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UserID string
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Description string
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TotalAmount int
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Date time.Time
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FundingSources []FundingSourceDTO
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}
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const ReceiptsPerPage = 25
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type ReceiptService struct {
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receiptRepo repository.ReceiptRepository
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loanRepo repository.LoanRepository
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accountRepo repository.MoneyAccountRepository
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}
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func NewReceiptService(
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receiptRepo repository.ReceiptRepository,
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loanRepo repository.LoanRepository,
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accountRepo repository.MoneyAccountRepository,
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) *ReceiptService {
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return &ReceiptService{
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receiptRepo: receiptRepo,
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loanRepo: loanRepo,
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accountRepo: accountRepo,
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}
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}
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func (s *ReceiptService) CreateReceipt(dto CreateReceiptDTO) (*model.ReceiptWithSources, error) {
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if dto.TotalAmount <= 0 {
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return nil, fmt.Errorf("amount must be positive")
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}
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if len(dto.FundingSources) == 0 {
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return nil, fmt.Errorf("at least one funding source is required")
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}
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// Validate funding sources sum to total
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var sum int
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for _, src := range dto.FundingSources {
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if src.Amount <= 0 {
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return nil, fmt.Errorf("each funding source amount must be positive")
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}
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sum += src.Amount
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}
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if sum != dto.TotalAmount {
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return nil, fmt.Errorf("funding source amounts (%d) must equal total amount (%d)", sum, dto.TotalAmount)
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}
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// Validate loan exists and is not paid off
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loan, err := s.loanRepo.GetByID(dto.LoanID)
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if err != nil {
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return nil, fmt.Errorf("loan not found: %w", err)
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}
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if loan.IsPaidOff {
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return nil, fmt.Errorf("loan is already paid off")
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}
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now := time.Now()
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receipt := &model.Receipt{
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ID: uuid.NewString(),
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LoanID: dto.LoanID,
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SpaceID: dto.SpaceID,
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Description: dto.Description,
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TotalAmountCents: dto.TotalAmount,
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Date: dto.Date,
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RecurringReceiptID: dto.RecurringReceiptID,
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CreatedBy: dto.UserID,
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CreatedAt: now,
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UpdatedAt: now,
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}
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sources, balanceExpense, accountTransfers := s.buildLinkedRecords(receipt, dto.FundingSources, dto.SpaceID, dto.UserID, dto.Description, dto.Date)
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if err := s.receiptRepo.CreateWithSources(receipt, sources, balanceExpense, accountTransfers); err != nil {
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return nil, err
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}
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// Check if loan is now fully paid off
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totalPaid, err := s.loanRepo.GetTotalPaidForLoan(dto.LoanID)
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if err == nil && totalPaid >= loan.OriginalAmountCents {
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_ = s.loanRepo.SetPaidOff(loan.ID, true)
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}
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return &model.ReceiptWithSources{Receipt: *receipt, Sources: sources}, nil
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}
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func (s *ReceiptService) buildLinkedRecords(
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receipt *model.Receipt,
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fundingSources []FundingSourceDTO,
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spaceID, userID, description string,
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date time.Time,
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) ([]model.ReceiptFundingSource, *model.Expense, []*model.AccountTransfer) {
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now := time.Now()
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var sources []model.ReceiptFundingSource
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var balanceExpense *model.Expense
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var accountTransfers []*model.AccountTransfer
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for _, src := range fundingSources {
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fs := model.ReceiptFundingSource{
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ID: uuid.NewString(),
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ReceiptID: receipt.ID,
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SourceType: src.SourceType,
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AmountCents: src.Amount,
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}
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if src.SourceType == model.FundingSourceBalance {
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expense := &model.Expense{
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ID: uuid.NewString(),
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SpaceID: spaceID,
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CreatedBy: userID,
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Description: fmt.Sprintf("Loan payment: %s", description),
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AmountCents: src.Amount,
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Type: model.ExpenseTypeExpense,
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Date: date,
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CreatedAt: now,
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UpdatedAt: now,
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}
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balanceExpense = expense
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fs.LinkedExpenseID = &expense.ID
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} else {
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acctID := src.AccountID
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fs.AccountID = &acctID
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transfer := &model.AccountTransfer{
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ID: uuid.NewString(),
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AccountID: src.AccountID,
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AmountCents: src.Amount,
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Direction: model.TransferDirectionWithdrawal,
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Note: fmt.Sprintf("Loan payment: %s", description),
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CreatedBy: userID,
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CreatedAt: now,
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}
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accountTransfers = append(accountTransfers, transfer)
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fs.LinkedTransferID = &transfer.ID
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}
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sources = append(sources, fs)
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}
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return sources, balanceExpense, accountTransfers
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}
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func (s *ReceiptService) GetReceipt(id string) (*model.ReceiptWithSourcesAndAccounts, error) {
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receipt, err := s.receiptRepo.GetByID(id)
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if err != nil {
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return nil, err
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}
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sourcesMap, err := s.receiptRepo.GetFundingSourcesWithAccountsByReceiptIDs([]string{id})
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if err != nil {
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return nil, err
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}
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return &model.ReceiptWithSourcesAndAccounts{
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Receipt: *receipt,
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Sources: sourcesMap[id],
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}, nil
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}
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func (s *ReceiptService) GetReceiptsForLoanPaginated(loanID string, page int) ([]*model.ReceiptWithSourcesAndAccounts, int, error) {
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total, err := s.receiptRepo.CountByLoanID(loanID)
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if err != nil {
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return nil, 0, err
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}
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totalPages := (total + ReceiptsPerPage - 1) / ReceiptsPerPage
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if totalPages < 1 {
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totalPages = 1
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}
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if page < 1 {
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page = 1
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}
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if page > totalPages {
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page = totalPages
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}
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offset := (page - 1) * ReceiptsPerPage
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receipts, err := s.receiptRepo.GetByLoanIDPaginated(loanID, ReceiptsPerPage, offset)
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if err != nil {
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return nil, 0, err
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}
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return s.attachSources(receipts, totalPages)
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}
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func (s *ReceiptService) attachSources(receipts []*model.Receipt, totalPages int) ([]*model.ReceiptWithSourcesAndAccounts, int, error) {
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ids := make([]string, len(receipts))
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for i, r := range receipts {
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ids[i] = r.ID
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}
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sourcesMap, err := s.receiptRepo.GetFundingSourcesWithAccountsByReceiptIDs(ids)
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if err != nil {
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return nil, 0, err
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}
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result := make([]*model.ReceiptWithSourcesAndAccounts, len(receipts))
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for i, r := range receipts {
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result[i] = &model.ReceiptWithSourcesAndAccounts{
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Receipt: *r,
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Sources: sourcesMap[r.ID],
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}
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}
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return result, totalPages, nil
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}
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func (s *ReceiptService) DeleteReceipt(id string, spaceID string) error {
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receipt, err := s.receiptRepo.GetByID(id)
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if err != nil {
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return err
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}
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if receipt.SpaceID != spaceID {
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return fmt.Errorf("receipt not found")
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}
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if err := s.receiptRepo.DeleteWithReversal(id); err != nil {
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return err
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}
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// Check if loan should be un-marked as paid off
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totalPaid, err := s.loanRepo.GetTotalPaidForLoan(receipt.LoanID)
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if err != nil {
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return nil // receipt deleted successfully, paid-off check is best-effort
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}
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loan, err := s.loanRepo.GetByID(receipt.LoanID)
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if err != nil {
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return nil
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}
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if loan.IsPaidOff && totalPaid < loan.OriginalAmountCents {
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_ = s.loanRepo.SetPaidOff(loan.ID, false)
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}
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return nil
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}
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func (s *ReceiptService) UpdateReceipt(dto UpdateReceiptDTO) (*model.ReceiptWithSources, error) {
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if dto.TotalAmount <= 0 {
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return nil, fmt.Errorf("amount must be positive")
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}
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if len(dto.FundingSources) == 0 {
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return nil, fmt.Errorf("at least one funding source is required")
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}
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var sum int
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for _, src := range dto.FundingSources {
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if src.Amount <= 0 {
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return nil, fmt.Errorf("each funding source amount must be positive")
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}
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sum += src.Amount
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}
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if sum != dto.TotalAmount {
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return nil, fmt.Errorf("funding source amounts (%d) must equal total amount (%d)", sum, dto.TotalAmount)
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}
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existing, err := s.receiptRepo.GetByID(dto.ID)
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if err != nil {
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return nil, err
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}
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if existing.SpaceID != dto.SpaceID {
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return nil, fmt.Errorf("receipt not found")
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}
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existing.Description = dto.Description
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existing.TotalAmountCents = dto.TotalAmount
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existing.Date = dto.Date
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existing.UpdatedAt = time.Now()
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sources, balanceExpense, accountTransfers := s.buildLinkedRecords(existing, dto.FundingSources, dto.SpaceID, dto.UserID, dto.Description, dto.Date)
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if err := s.receiptRepo.UpdateWithSources(existing, sources, balanceExpense, accountTransfers); err != nil {
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return nil, err
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}
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// Re-check paid-off status
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loan, err := s.loanRepo.GetByID(existing.LoanID)
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if err == nil {
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totalPaid, err := s.loanRepo.GetTotalPaidForLoan(existing.LoanID)
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if err == nil {
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if totalPaid >= loan.OriginalAmountCents && !loan.IsPaidOff {
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_ = s.loanRepo.SetPaidOff(loan.ID, true)
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} else if totalPaid < loan.OriginalAmountCents && loan.IsPaidOff {
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_ = s.loanRepo.SetPaidOff(loan.ID, false)
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}
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}
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}
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return &model.ReceiptWithSources{Receipt: *existing, Sources: sources}, nil
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}
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