feat: loans
This commit is contained in:
juancwu
parent
f05c36e44f
commit
ac7296b06e
20 changed files with 3191 additions and 4 deletions
323
internal/service/recurring_receipt.go
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323
internal/service/recurring_receipt.go
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package service
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import (
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"fmt"
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"log/slog"
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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 CreateRecurringReceiptDTO 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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Frequency model.Frequency
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StartDate time.Time
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EndDate *time.Time
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FundingSources []FundingSourceDTO
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}
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type UpdateRecurringReceiptDTO struct {
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ID string
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Description string
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TotalAmount int
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Frequency model.Frequency
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StartDate time.Time
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EndDate *time.Time
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FundingSources []FundingSourceDTO
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}
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type RecurringReceiptService struct {
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recurringRepo repository.RecurringReceiptRepository
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receiptService *ReceiptService
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loanRepo repository.LoanRepository
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profileRepo repository.ProfileRepository
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spaceRepo repository.SpaceRepository
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}
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func NewRecurringReceiptService(
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recurringRepo repository.RecurringReceiptRepository,
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receiptService *ReceiptService,
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loanRepo repository.LoanRepository,
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profileRepo repository.ProfileRepository,
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spaceRepo repository.SpaceRepository,
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) *RecurringReceiptService {
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return &RecurringReceiptService{
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recurringRepo: recurringRepo,
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receiptService: receiptService,
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loanRepo: loanRepo,
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profileRepo: profileRepo,
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spaceRepo: spaceRepo,
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}
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}
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func (s *RecurringReceiptService) CreateRecurringReceipt(dto CreateRecurringReceiptDTO) (*model.RecurringReceiptWithSources, 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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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 must equal total amount")
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}
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now := time.Now()
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rr := &model.RecurringReceipt{
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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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Frequency: dto.Frequency,
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StartDate: dto.StartDate,
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EndDate: dto.EndDate,
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NextOccurrence: dto.StartDate,
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IsActive: true,
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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 := make([]model.RecurringReceiptSource, len(dto.FundingSources))
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for i, src := range dto.FundingSources {
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sources[i] = model.RecurringReceiptSource{
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ID: uuid.NewString(),
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RecurringReceiptID: rr.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.FundingSourceAccount {
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acctID := src.AccountID
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sources[i].AccountID = &acctID
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}
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}
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if err := s.recurringRepo.Create(rr, sources); err != nil {
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return nil, err
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}
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return &model.RecurringReceiptWithSources{
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RecurringReceipt: *rr,
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Sources: sources,
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}, nil
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}
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func (s *RecurringReceiptService) GetRecurringReceipt(id string) (*model.RecurringReceipt, error) {
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return s.recurringRepo.GetByID(id)
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}
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func (s *RecurringReceiptService) GetRecurringReceiptsForLoan(loanID string) ([]*model.RecurringReceipt, error) {
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return s.recurringRepo.GetByLoanID(loanID)
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}
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func (s *RecurringReceiptService) GetRecurringReceiptsWithSourcesForLoan(loanID string) ([]*model.RecurringReceiptWithSources, error) {
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rrs, err := s.recurringRepo.GetByLoanID(loanID)
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if err != nil {
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return nil, err
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}
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result := make([]*model.RecurringReceiptWithSources, len(rrs))
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for i, rr := range rrs {
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sources, err := s.recurringRepo.GetSourcesByRecurringReceiptID(rr.ID)
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if err != nil {
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return nil, err
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}
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result[i] = &model.RecurringReceiptWithSources{
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RecurringReceipt: *rr,
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Sources: sources,
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}
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}
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return result, nil
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}
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func (s *RecurringReceiptService) UpdateRecurringReceipt(dto UpdateRecurringReceiptDTO) (*model.RecurringReceipt, 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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existing, err := s.recurringRepo.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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existing.Description = dto.Description
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existing.TotalAmountCents = dto.TotalAmount
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existing.Frequency = dto.Frequency
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existing.StartDate = dto.StartDate
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existing.EndDate = dto.EndDate
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existing.UpdatedAt = time.Now()
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if existing.NextOccurrence.Before(dto.StartDate) {
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existing.NextOccurrence = dto.StartDate
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}
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sources := make([]model.RecurringReceiptSource, len(dto.FundingSources))
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for i, src := range dto.FundingSources {
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sources[i] = model.RecurringReceiptSource{
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ID: uuid.NewString(),
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RecurringReceiptID: existing.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.FundingSourceAccount {
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acctID := src.AccountID
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sources[i].AccountID = &acctID
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}
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}
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if err := s.recurringRepo.Update(existing, sources); err != nil {
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return nil, err
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}
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return existing, nil
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}
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func (s *RecurringReceiptService) DeleteRecurringReceipt(id string) error {
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return s.recurringRepo.Delete(id)
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}
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func (s *RecurringReceiptService) ToggleRecurringReceipt(id string) (*model.RecurringReceipt, error) {
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rr, err := s.recurringRepo.GetByID(id)
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if err != nil {
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return nil, err
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}
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newActive := !rr.IsActive
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if err := s.recurringRepo.SetActive(id, newActive); err != nil {
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return nil, err
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}
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rr.IsActive = newActive
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return rr, nil
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}
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func (s *RecurringReceiptService) ProcessDueRecurrences(now time.Time) error {
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dues, err := s.recurringRepo.GetDueRecurrences(now)
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if err != nil {
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return fmt.Errorf("failed to get due recurring receipts: %w", err)
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}
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tzCache := make(map[string]*time.Location)
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for _, rr := range dues {
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localNow := s.getLocalNow(rr.SpaceID, rr.CreatedBy, now, tzCache)
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if err := s.processRecurrence(rr, localNow); err != nil {
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slog.Error("failed to process recurring receipt", "id", rr.ID, "error", err)
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}
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}
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return nil
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}
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func (s *RecurringReceiptService) ProcessDueRecurrencesForSpace(spaceID string, now time.Time) error {
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dues, err := s.recurringRepo.GetDueRecurrencesForSpace(spaceID, now)
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if err != nil {
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return fmt.Errorf("failed to get due recurring receipts for space: %w", err)
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}
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tzCache := make(map[string]*time.Location)
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for _, rr := range dues {
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localNow := s.getLocalNow(rr.SpaceID, rr.CreatedBy, now, tzCache)
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if err := s.processRecurrence(rr, localNow); err != nil {
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slog.Error("failed to process recurring receipt", "id", rr.ID, "error", err)
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}
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}
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return nil
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}
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func (s *RecurringReceiptService) processRecurrence(rr *model.RecurringReceipt, now time.Time) error {
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sources, err := s.recurringRepo.GetSourcesByRecurringReceiptID(rr.ID)
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if err != nil {
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return err
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}
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for !rr.NextOccurrence.After(now) {
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if rr.EndDate != nil && rr.NextOccurrence.After(*rr.EndDate) {
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return s.recurringRepo.Deactivate(rr.ID)
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}
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// Check if loan is already paid off
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loan, err := s.loanRepo.GetByID(rr.LoanID)
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if err != nil {
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return fmt.Errorf("failed to get loan: %w", err)
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}
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if loan.IsPaidOff {
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return s.recurringRepo.Deactivate(rr.ID)
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}
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// Build funding source DTOs from template
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fundingSources := make([]FundingSourceDTO, len(sources))
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for i, src := range sources {
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accountID := ""
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if src.AccountID != nil {
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accountID = *src.AccountID
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}
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fundingSources[i] = FundingSourceDTO{
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SourceType: src.SourceType,
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AccountID: accountID,
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Amount: src.AmountCents,
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}
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}
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rrID := rr.ID
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dto := CreateReceiptDTO{
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LoanID: rr.LoanID,
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SpaceID: rr.SpaceID,
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UserID: rr.CreatedBy,
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Description: rr.Description,
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TotalAmount: rr.TotalAmountCents,
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Date: rr.NextOccurrence,
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FundingSources: fundingSources,
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RecurringReceiptID: &rrID,
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}
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if _, err := s.receiptService.CreateReceipt(dto); err != nil {
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slog.Warn("recurring receipt skipped", "id", rr.ID, "error", err)
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}
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rr.NextOccurrence = AdvanceDate(rr.NextOccurrence, rr.Frequency)
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}
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if rr.EndDate != nil && rr.NextOccurrence.After(*rr.EndDate) {
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if err := s.recurringRepo.Deactivate(rr.ID); err != nil {
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return err
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}
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}
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return s.recurringRepo.UpdateNextOccurrence(rr.ID, rr.NextOccurrence)
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}
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func (s *RecurringReceiptService) getLocalNow(spaceID, userID string, now time.Time, cache map[string]*time.Location) time.Time {
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spaceKey := "space:" + spaceID
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if loc, ok := cache[spaceKey]; ok {
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return now.In(loc)
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}
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space, err := s.spaceRepo.ByID(spaceID)
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if err == nil && space != nil {
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if loc := space.Location(); loc != nil {
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cache[spaceKey] = loc
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return now.In(loc)
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}
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}
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userKey := "user:" + userID
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if loc, ok := cache[userKey]; ok {
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return now.In(loc)
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}
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loc := time.UTC
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profile, err := s.profileRepo.ByUserID(userID)
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if err == nil && profile != nil {
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loc = profile.Location()
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}
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cache[userKey] = loc
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return now.In(loc)
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}
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