nikolaandClaude Opus 5.5
7ec9976b80
The Accounts screen gets an Add statements panel: pick an account, drop files on it or choose them, and they are saved into that account's folder and imported. The folder stays the source of truth -- an upload only puts a file where `money import` looks, then runs the same import as the Import button, so deleting index.db and re-importing still loses nothing. Files travel base64 inside JSON rather than as multipart. There is no auth, and the JSON-only rule is what keeps another site's form from posting here; multipart is exactly what such a form can send. An upload never replaces a statement: identical contents are a no-op and different ones are refused with 409. Names import would not read back -- not a plain file name, dotfiles, account.toml, outside the account's include patterns -- are refused, and a batch is checked whole before any of it is written. Files are written through a dotfile and renamed, so a concurrent import never reads half of one. The overview now lists the account folders on disk, read fresh so one created after startup is a valid target; it replaces the configured count the empty accounts screen used. Co-Authored-By: Claude Opus 5.5 <noreply@anthropic.com>
1342 lines
41 KiB
Go
1342 lines
41 KiB
Go
// Package web is money's interactive frontend: a JSON API over the index
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// and rules.toml, and a single page that drives it. It holds no logic of its
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// own about money — every number is formatted, every glob matched and every
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// pair decided by the same packages the CLI uses, so the browser never does
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// arithmetic on an amount or re-implements the matcher.
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package web
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import (
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"bytes"
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"embed"
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"encoding/json"
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"errors"
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"fmt"
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"io/fs"
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"net/http"
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"os"
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"path/filepath"
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"slices"
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"sort"
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"strconv"
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"strings"
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"sync"
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"time"
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"git.petrovv.com/nikola/money/internal/config"
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"git.petrovv.com/nikola/money/internal/glob"
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"git.petrovv.com/nikola/money/internal/importer"
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"git.petrovv.com/nikola/money/internal/model"
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"git.petrovv.com/nikola/money/internal/report"
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"git.petrovv.com/nikola/money/internal/rules"
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"git.petrovv.com/nikola/money/internal/store"
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"git.petrovv.com/nikola/money/internal/transfers"
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)
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//go:embed static
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var static embed.FS
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// Server holds the index and the engines derived from rules.toml.
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//
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// It outlives any one edit of rules.toml by hand, so retag and
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// import re-read that file (and import the account folders) before running,
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// exactly as a fresh `money retag` or `money import` would. Between those, the
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// engines are what the index was last derived from, which is what every screen
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// must describe; Overview.Stale says when the file on disk has moved on.
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type Server struct {
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root string
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now func() time.Time
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// mu serialises writers — anything touching rules.toml or the index —
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// against everything else. Readers share it, so browsing stays concurrent
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// while an import holds the index.
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mu sync.RWMutex
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db *store.DB
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accounts []*config.Account
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engine *rules.Engine
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links *transfers.Engine
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}
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// New builds a server over an opened index and the config loaded from root.
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func New(root string, db *store.DB, accounts []*config.Account, engine *rules.Engine,
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links *transfers.Engine) *Server {
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return &Server{root: root, now: time.Now, db: db, accounts: accounts, engine: engine, links: links}
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}
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// Handler routes the API and the page.
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func (s *Server) Handler() http.Handler {
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mux := http.NewServeMux()
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page, err := fs.Sub(static, "static")
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if err != nil {
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panic(err) // the embed directive guarantees the directory exists
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}
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mux.Handle("GET /", http.FileServerFS(page))
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mux.HandleFunc("GET /api/overview", s.read(s.overview))
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mux.HandleFunc("GET /api/transactions", s.read(s.transactions))
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mux.HandleFunc("GET /api/report", s.read(s.report))
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mux.HandleFunc("GET /api/rules", s.read(s.ruleList))
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mux.HandleFunc("POST /api/rules/preview", s.read(s.rulePreview))
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mux.HandleFunc("POST /api/rules", s.write(s.createRule))
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mux.HandleFunc("PUT /api/rules/{pos}", s.write(s.editRule))
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mux.HandleFunc("POST /api/rules/delete", s.write(s.deleteRules))
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mux.HandleFunc("GET /api/transfers", s.read(s.transferList))
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mux.HandleFunc("POST /api/transfers/preview", s.read(s.transferPreview))
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mux.HandleFunc("POST /api/transfers", s.write(s.createTransfer))
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mux.HandleFunc("POST /api/transfers/delete", s.write(s.deleteTransfers))
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mux.HandleFunc("POST /api/import", s.write(s.runImport))
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mux.HandleFunc("POST /api/upload", s.write(s.upload))
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mux.HandleFunc("POST /api/retag", s.write(s.retag))
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return mux
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}
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// apiError is an error with the HTTP status it should be answered with. Any
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// other error is a 500; the message is shown either way, since it names the
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// file or row at fault and that is what makes it actionable.
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type apiError struct {
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code int
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msg string
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}
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func (e *apiError) Error() string { return e.msg }
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func badRequest(format string, args ...any) error {
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return &apiError{http.StatusBadRequest, fmt.Sprintf(format, args...)}
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}
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// staleRules is the answer to an edit aimed at a rule the page saw but the file
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// no longer holds in that position. Positions are what rules.toml is edited by,
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// so acting on one that moved would rewrite or delete a different rule.
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func staleRules() error {
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return &apiError{http.StatusConflict,
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"rules.toml has changed since this page loaded it; reload and try again"}
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}
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type handler func(r *http.Request) (any, error)
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func (s *Server) read(h handler) http.HandlerFunc { return s.serve(h, false) }
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func (s *Server) write(h handler) http.HandlerFunc { return s.serve(h, true) }
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func (s *Server) serve(h handler, exclusive bool) http.HandlerFunc {
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return func(w http.ResponseWriter, r *http.Request) {
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// There is no authentication, so a body is only accepted as JSON: a
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// cross-site form cannot send that without a preflight, which nothing
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// here answers, so another page open in the browser cannot rewrite
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// rules.toml on the user's behalf.
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if r.Method != http.MethodGet &&
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!strings.HasPrefix(r.Header.Get("Content-Type"), "application/json") {
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writeJSON(w, http.StatusUnsupportedMediaType,
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map[string]string{"error": "requests must be sent as application/json"})
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return
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}
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if exclusive {
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s.mu.Lock()
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} else {
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s.mu.RLock()
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}
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v, err := h(r)
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if exclusive {
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s.mu.Unlock()
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} else {
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s.mu.RUnlock()
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}
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if err != nil {
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code := http.StatusInternalServerError
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var ae *apiError
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if errors.As(err, &ae) {
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code = ae.code
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}
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writeJSON(w, code, map[string]string{"error": err.Error()})
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return
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}
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writeJSON(w, http.StatusOK, v)
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}
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}
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func writeJSON(w http.ResponseWriter, code int, v any) {
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w.Header().Set("Content-Type", "application/json; charset=utf-8")
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w.Header().Set("Cache-Control", "no-store")
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w.WriteHeader(code)
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json.NewEncoder(w).Encode(v)
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}
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func decode(r *http.Request, v any) error {
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return decodeLimit(r, v, 1<<20)
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}
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func decodeLimit(r *http.Request, v any, limit int64) error {
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dec := json.NewDecoder(http.MaxBytesReader(nil, r.Body, limit))
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dec.DisallowUnknownFields()
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if err := dec.Decode(v); err != nil {
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return badRequest("bad request body: %v", err)
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}
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return nil
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}
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// status is the reply to every write: one line saying what happened, shown
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// in the page's status banner.
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type status struct {
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Status string `json:"status"`
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}
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// money is an amount ready to show. Formatting happens here, never in the
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// browser, so minor units stay integers end to end.
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type money struct {
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Text string `json:"text"`
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Negative bool `json:"negative"`
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}
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func formatMoney(minor int64, digits int) money {
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return money{Text: model.FormatMinor(minor, digits), Negative: minor < 0}
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}
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// --- overview -------------------------------------------------------------
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type accountRow struct {
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Slug string `json:"slug"`
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Name string `json:"name"`
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Balance money `json:"balance"`
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Currency string `json:"currency"`
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Count int `json:"count"`
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}
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type overview struct {
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Root string `json:"root"`
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Accounts []accountRow `json:"accounts"`
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// AccountSlugs and Tags are what the builders' fields complete against.
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AccountSlugs []string `json:"accountSlugs"`
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Tags []string `json:"tags"`
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// Folders are the account folders on disk now — what an upload can go
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// into, and what the empty accounts screen counts, since an account.toml
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// is not enough to appear until an import. Read fresh, since a folder made
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// after startup is a valid target.
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// A broken account.toml is reported rather than failing the whole page.
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Folders []string `json:"folders"`
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FoldersErr string `json:"foldersError,omitempty"`
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// Stale reports that rules.toml on disk no longer says what the index was
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// derived from — it was edited by hand — so the page can offer a retag
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// instead of quietly describing rules that are not the ones in force.
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Stale bool `json:"stale"`
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RulesErr string `json:"rulesError,omitempty"`
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}
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func (s *Server) overview(*http.Request) (any, error) {
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accounts, err := s.db.Accounts()
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if err != nil {
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return nil, err
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}
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out := overview{Root: s.root, Accounts: []accountRow{}}
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for _, a := range accounts {
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bal, err := s.db.Balance(a.ID)
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if err != nil {
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return nil, err
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}
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n, err := s.db.Count(a.ID)
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if err != nil {
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return nil, err
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}
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out.Accounts = append(out.Accounts, accountRow{
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Slug: a.Slug, Name: a.Name, Balance: formatMoney(bal, a.MinorDigits),
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Currency: a.Currency, Count: n,
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})
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}
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if out.AccountSlugs, err = s.accountSlugs(); err != nil {
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return nil, err
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}
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if out.Tags, err = s.knownTags(); err != nil {
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return nil, err
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}
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out.Folders = []string{}
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if folders, err := config.LoadAccounts(s.root); err != nil {
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out.FoldersErr = err.Error()
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} else {
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for _, f := range folders {
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out.Folders = append(out.Folders, f.Slug)
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}
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}
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onDisk, err := config.LoadRules(s.root)
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if err != nil {
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out.Stale, out.RulesErr = true, err.Error()
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} else {
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out.Stale = !slices.Equal(onDisk.Rule, s.engine.Rules()) ||
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!slices.Equal(onDisk.Transfer, s.links.Transfers())
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}
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return out, nil
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}
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// accountSlugs lists every account worth completing: the folders on disk and
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// whatever the index already holds.
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func (s *Server) accountSlugs() ([]string, error) {
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configured := make([]string, 0, len(s.accounts))
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for _, a := range s.accounts {
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configured = append(configured, a.Slug)
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}
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accounts, err := s.db.Accounts()
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if err != nil {
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return nil, err
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}
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imported := make([]string, 0, len(accounts))
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for _, a := range accounts {
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imported = append(imported, a.Slug)
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}
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return sortedSet(configured, imported), nil
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}
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func (s *Server) knownAccount(slug string) (bool, error) {
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slugs, err := s.accountSlugs()
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return slices.Contains(slugs, slug), err
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}
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|
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// knownTags is every tag in use plus every tag a rule names, so a tag is
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||
// completable from the moment a rule mentions it. model.TransferTag is never
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// among them: it is a label, not a tag, and nothing may be built from it.
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func (s *Server) knownTags() ([]string, error) {
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tagged, err := s.db.Tags()
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||
if err != nil {
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||
return nil, err
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||
}
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var fromRules []string
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for _, r := range s.engine.Rules() {
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fromRules = append(fromRules, r.Tag)
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||
}
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return sortedSet(tagged, fromRules), nil
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||
}
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||
|
||
func sortedSet(groups ...[]string) []string {
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||
seen := map[string]bool{}
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||
out := []string{}
|
||
for _, g := range groups {
|
||
for _, v := range g {
|
||
if v == "" || seen[v] {
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continue
|
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}
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||
seen[v] = true
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out = append(out, v)
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}
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}
|
||
sort.Strings(out)
|
||
return out
|
||
}
|
||
|
||
// --- transactions ---------------------------------------------------------
|
||
|
||
// filterFrom reads the scope the transaction list and the report share. The
|
||
// report's period is deliberately not part of it: it narrows the report and
|
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// nothing else, so it is read by the report handler alone.
|
||
func filterFrom(r *http.Request) store.Filter {
|
||
q := r.URL.Query()
|
||
return store.Filter{
|
||
AccountSlug: q.Get("account"),
|
||
Search: q.Get("search"),
|
||
Untagged: q.Get("untagged") == "1",
|
||
}
|
||
}
|
||
|
||
type txnRow struct {
|
||
Date string `json:"date"`
|
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Account string `json:"account"`
|
||
Amount money `json:"amount"`
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Currency string `json:"currency"`
|
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Tag string `json:"tag"`
|
||
// Supplied marks a tag column the tool filled in — model.TransferTag —
|
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// rather than one a rule wrote, so it can be shown as a label.
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Supplied bool `json:"supplied"`
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||
Description string `json:"description"`
|
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Type string `json:"type"`
|
||
Balance string `json:"balance"`
|
||
}
|
||
|
||
func (s *Server) transactions(r *http.Request) (any, error) {
|
||
txns, err := s.db.Transactions(filterFrom(r))
|
||
if err != nil {
|
||
return nil, err
|
||
}
|
||
rows := make([]txnRow, 0, len(txns))
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for _, t := range txns {
|
||
balance := ""
|
||
if t.BalanceMinor != nil {
|
||
balance = model.FormatMinor(*t.BalanceMinor, t.MinorDigits)
|
||
}
|
||
rows = append(rows, txnRow{
|
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Date: t.Date, Account: t.AccountSlug, Amount: formatMoney(t.AmountMinor, t.MinorDigits),
|
||
Currency: t.Currency, Tag: t.DisplayTag(), Supplied: t.RuleTag == "" && t.IsTransferLeg(),
|
||
Description: t.Description, Type: t.Type, Balance: balance,
|
||
})
|
||
}
|
||
return map[string]any{"rows": rows}, nil
|
||
}
|
||
|
||
// --- report ---------------------------------------------------------------
|
||
|
||
type periodJSON struct {
|
||
Label string `json:"label"`
|
||
Span string `json:"span"`
|
||
Name string `json:"name"` // label and span together, for a title
|
||
// Bounded is false for all time, the one window with nothing to be empty
|
||
// of: an empty report there means the index is empty, not the period.
|
||
Bounded bool `json:"bounded"`
|
||
}
|
||
|
||
type orderJSON struct {
|
||
Name string `json:"name"`
|
||
Label string `json:"label"`
|
||
Column string `json:"column"`
|
||
Ascending bool `json:"ascending"`
|
||
}
|
||
|
||
type tagRow struct {
|
||
Tag string `json:"tag"`
|
||
Currency string `json:"currency"`
|
||
Out money `json:"out"`
|
||
In money `json:"in"`
|
||
Net money `json:"net"`
|
||
Count int `json:"count"`
|
||
}
|
||
|
||
type excludedRow struct {
|
||
Currency string `json:"currency"`
|
||
Out money `json:"out"`
|
||
In money `json:"in"`
|
||
Net money `json:"net"`
|
||
Legs int `json:"legs"`
|
||
// Fee is present only when a tolerant definition let one through. It is
|
||
// reported, never forgiven: the pair left the report with it inside.
|
||
Fee *money `json:"fee,omitempty"`
|
||
FeeNet *money `json:"feeNet,omitempty"`
|
||
Pairs int `json:"pairs"`
|
||
}
|
||
|
||
type reportJSON struct {
|
||
Periods []periodJSON `json:"periods"`
|
||
Period int `json:"period"`
|
||
Orders []orderJSON `json:"orders"`
|
||
Order string `json:"order"`
|
||
Rows []tagRow `json:"rows"`
|
||
Totals []tagRow `json:"totals"`
|
||
Excluded []excludedRow `json:"excluded"`
|
||
IndexEmpty bool `json:"indexEmpty"`
|
||
}
|
||
|
||
// report answers for one period of the shared scope. The axis is built from
|
||
// the whole index, and the period is named by its label rather than its
|
||
// position, so an import that grows the axis keeps the page on the window it
|
||
// was looking at.
|
||
func (s *Server) report(r *http.Request) (any, error) {
|
||
q := r.URL.Query()
|
||
order := report.OrderOut
|
||
if name := q.Get("sort"); name != "" {
|
||
o, err := report.ParseOrder(name)
|
||
if err != nil {
|
||
return nil, badRequest("%v", err)
|
||
}
|
||
order = o
|
||
}
|
||
|
||
months, err := s.db.Months()
|
||
if err != nil {
|
||
return nil, err
|
||
}
|
||
periods := report.Periods(s.now(), months)
|
||
current := report.DefaultIndex(periods)
|
||
if label := q.Get("period"); label != "" {
|
||
for i, p := range periods {
|
||
if p.Label == label {
|
||
current = i
|
||
break
|
||
}
|
||
}
|
||
}
|
||
|
||
f := filterFrom(r)
|
||
f.From, f.To = periods[current].From, periods[current].To
|
||
txns, err := s.db.Transactions(f)
|
||
if err != nil {
|
||
return nil, err
|
||
}
|
||
|
||
out := reportJSON{
|
||
Period: current, Order: order.String(), IndexEmpty: len(months) == 0,
|
||
Rows: []tagRow{}, Totals: []tagRow{}, Excluded: []excludedRow{},
|
||
}
|
||
for _, p := range periods {
|
||
out.Periods = append(out.Periods, periodJSON{
|
||
Label: p.Label, Span: p.Span, Name: p.String(), Bounded: p.From != "",
|
||
})
|
||
}
|
||
for _, o := range report.Orders() {
|
||
out.Orders = append(out.Orders, orderJSON{
|
||
Name: o.String(), Label: o.Label(), Column: o.Column(), Ascending: o.Ascending(),
|
||
})
|
||
}
|
||
|
||
rows := report.ByTag(txns, order)
|
||
for _, t := range rows {
|
||
out.Rows = append(out.Rows, tagRow{
|
||
Tag: t.Tag, Currency: t.Currency, Count: t.Count,
|
||
Out: formatMoney(t.Out, t.Digits), In: formatMoney(t.In, t.Digits),
|
||
Net: formatMoney(t.Net(), t.Digits),
|
||
})
|
||
}
|
||
for _, c := range report.Totals(rows) {
|
||
out.Totals = append(out.Totals, tagRow{
|
||
Tag: "TOTAL", Currency: c.Currency,
|
||
Out: formatMoney(c.Out, c.Digits), In: formatMoney(c.In, c.Digits),
|
||
Net: formatMoney(c.Net(), c.Digits),
|
||
})
|
||
}
|
||
// What ByTag held out, or the report silently disagrees with the account
|
||
// balances by the amount moved between accounts and any fee taken on the way.
|
||
for _, x := range report.Excluded(txns) {
|
||
row := excludedRow{
|
||
Currency: x.Currency, Legs: x.Legs, Pairs: x.Pairs,
|
||
Out: formatMoney(x.Out, x.Digits), In: formatMoney(x.In, x.Digits),
|
||
Net: formatMoney(x.In-x.Out, x.Digits),
|
||
}
|
||
if x.Fee != 0 {
|
||
fee, net := formatMoney(x.Fee, x.Digits), formatMoney(-x.Fee, x.Digits)
|
||
row.Fee, row.FeeNet = &fee, &net
|
||
}
|
||
out.Excluded = append(out.Excluded, row)
|
||
}
|
||
return out, nil
|
||
}
|
||
|
||
// --- rules ----------------------------------------------------------------
|
||
|
||
// ruleJSON is config.Rule on the wire. config.Rule carries only TOML tags, and
|
||
// the type is kept separate on purpose so a wire format change can never leak
|
||
// into rules.toml.
|
||
type ruleJSON struct {
|
||
Match string `json:"match"`
|
||
Type string `json:"type"`
|
||
Account string `json:"account"`
|
||
Tag string `json:"tag"`
|
||
Note string `json:"note"`
|
||
}
|
||
|
||
func toRuleJSON(r config.Rule) ruleJSON {
|
||
return ruleJSON{Match: r.Match, Type: r.Type, Account: r.Account, Tag: r.Tag, Note: r.Note}
|
||
}
|
||
|
||
func (r ruleJSON) rule() config.Rule {
|
||
return config.Rule{Match: r.Match, Type: r.Type, Account: r.Account, Tag: r.Tag, Note: r.Note}
|
||
}
|
||
|
||
type ruleRow struct {
|
||
ruleJSON
|
||
// Pos is the file position, 0-based. Anything that reports a rule reports
|
||
// this, since it is what rules.toml is edited and deleted by.
|
||
Pos int `json:"pos"`
|
||
Pattern string `json:"pattern"`
|
||
Usage int `json:"usage"`
|
||
}
|
||
|
||
// ruleList is every rule in file order with how many transactions it wins —
|
||
// not how many its glob could match — so a shadowed rule shows as zero.
|
||
func (s *Server) ruleList(*http.Request) (any, error) {
|
||
txns, err := s.db.Transactions(store.Filter{})
|
||
if err != nil {
|
||
return nil, err
|
||
}
|
||
rs := s.engine.Rules()
|
||
usage := s.engine.Usage(txns)
|
||
rows := make([]ruleRow, 0, len(rs))
|
||
for i, r := range rs {
|
||
rows = append(rows, ruleRow{
|
||
ruleJSON: toRuleJSON(r), Pos: i, Pattern: rulePattern(r), Usage: usage[i],
|
||
})
|
||
}
|
||
return map[string]any{"rules": rows}, nil
|
||
}
|
||
|
||
// rulePattern renders whichever patterns a rule sets, labelled so a type rule
|
||
// is not mistaken for a description one.
|
||
func rulePattern(r config.Rule) string {
|
||
var parts []string
|
||
if r.Match != "" {
|
||
parts = append(parts, r.Match)
|
||
}
|
||
if r.Type != "" {
|
||
parts = append(parts, "type:"+r.Type)
|
||
}
|
||
return strings.Join(parts, " + ")
|
||
}
|
||
|
||
type rulePreviewReq struct {
|
||
Glob string `json:"glob"`
|
||
Account string `json:"account"`
|
||
// Edit is the file position of the rule being edited, or nil for a new one.
|
||
Edit *int `json:"edit"`
|
||
Sort string `json:"sort"` // "name" or "count"
|
||
}
|
||
|
||
type previewRow struct {
|
||
// Marker is "▸" for a match, "−" for a description the edited rule claims
|
||
// now and would let go of, and "" for context while no glob is typed.
|
||
Marker string `json:"marker"`
|
||
Description string `json:"description"`
|
||
Count int `json:"count"`
|
||
}
|
||
|
||
type rulePreviewJSON struct {
|
||
Rows []previewRow `json:"rows"`
|
||
Matches int `json:"matches"`
|
||
Candidates int `json:"candidates"`
|
||
Dropped int `json:"dropped"`
|
||
}
|
||
|
||
// descGroup is one distinct description the builder previews against. A rule
|
||
// is written against a description, not against rows, so the preview groups.
|
||
type descGroup struct {
|
||
Description string
|
||
Accounts map[string]bool
|
||
Count int
|
||
Claimed bool
|
||
}
|
||
|
||
// rulePreview is the rule builder's right-hand panel: what the glob would claim
|
||
// among everything still waiting for a rule, plus — when editing — what the
|
||
// rule claims already, since those are tagged and an untagged-only preview
|
||
// would be empty for a rule that works. Matching runs here rather than in the
|
||
// browser, so it is the very glob.Match and normalisation the engine uses.
|
||
func (s *Server) rulePreview(r *http.Request) (any, error) {
|
||
var req rulePreviewReq
|
||
if err := decode(r, &req); err != nil {
|
||
return nil, err
|
||
}
|
||
if req.Edit != nil && (*req.Edit < 0 || *req.Edit >= len(s.engine.Rules())) {
|
||
return nil, staleRules()
|
||
}
|
||
|
||
groups, err := s.previewGroups(req.Edit)
|
||
if err != nil {
|
||
return nil, err
|
||
}
|
||
sort.Slice(groups, func(i, j int) bool {
|
||
a, b := groups[i], groups[j]
|
||
// Ties fall back to the name, or the list would reshuffle between
|
||
// keystrokes.
|
||
if req.Sort == "count" && a.Count != b.Count {
|
||
return a.Count > b.Count
|
||
}
|
||
x, y := model.NormalizeDescription(a.Description), model.NormalizeDescription(b.Description)
|
||
if x != y {
|
||
return x < y
|
||
}
|
||
return a.Description < b.Description
|
||
})
|
||
|
||
pattern, account := strings.TrimSpace(req.Glob), strings.TrimSpace(req.Account)
|
||
out := rulePreviewJSON{Rows: []previewRow{}}
|
||
for _, g := range groups {
|
||
inAccount := account == "" || g.Accounts[account]
|
||
if inAccount {
|
||
out.Candidates++
|
||
}
|
||
matched := inAccount &&
|
||
(pattern == "" || glob.Match(pattern, model.NormalizeDescription(g.Description)))
|
||
|
||
marker := ""
|
||
switch {
|
||
case matched && pattern != "":
|
||
marker = "▸"
|
||
out.Matches++
|
||
case matched:
|
||
// No glob yet, so the row is context rather than an answer.
|
||
case g.Claimed:
|
||
// Giving a description up is the decision an edit makes, so it stays
|
||
// on screen instead of vanishing with the other non-matches.
|
||
marker = "−"
|
||
out.Dropped++
|
||
default:
|
||
continue
|
||
}
|
||
out.Rows = append(out.Rows, previewRow{Marker: marker, Description: g.Description, Count: g.Count})
|
||
}
|
||
return out, nil
|
||
}
|
||
|
||
func (s *Server) previewGroups(edit *int) ([]descGroup, error) {
|
||
txns, err := s.db.Transactions(store.Filter{Untagged: true})
|
||
if err != nil {
|
||
return nil, err
|
||
}
|
||
claimedFrom := len(txns)
|
||
if edit != nil {
|
||
seen := make(map[int64]bool, len(txns))
|
||
for _, t := range txns {
|
||
seen[t.ID] = true
|
||
}
|
||
all, err := s.db.Transactions(store.Filter{})
|
||
if err != nil {
|
||
return nil, err
|
||
}
|
||
for _, t := range all {
|
||
if seen[t.ID] || s.engine.MatchIndex(t.AccountSlug, t) != *edit {
|
||
continue
|
||
}
|
||
txns = append(txns, t)
|
||
}
|
||
}
|
||
|
||
byDesc := map[string]*descGroup{}
|
||
for i, t := range txns {
|
||
key := model.NormalizeDescription(t.Description)
|
||
g, ok := byDesc[key]
|
||
if !ok {
|
||
g = &descGroup{Description: t.Description, Accounts: map[string]bool{}}
|
||
byDesc[key] = g
|
||
}
|
||
g.Accounts[t.AccountSlug] = true
|
||
g.Count++
|
||
g.Claimed = g.Claimed || i >= claimedFrom
|
||
}
|
||
out := make([]descGroup, 0, len(byDesc))
|
||
for _, g := range byDesc {
|
||
out = append(out, *g)
|
||
}
|
||
return out, nil
|
||
}
|
||
|
||
// ruleForm is the builder's four fields. There is no type field: an edit takes
|
||
// the type from the rule on disk, so a pattern the user was never shown is
|
||
// never one they removed.
|
||
type ruleForm struct {
|
||
Match string `json:"match"`
|
||
Account string `json:"account"`
|
||
Tag string `json:"tag"`
|
||
Note string `json:"note"`
|
||
}
|
||
|
||
func (f ruleForm) rule() config.Rule {
|
||
return config.Rule{
|
||
Match: strings.TrimSpace(f.Match),
|
||
Account: strings.TrimSpace(f.Account),
|
||
Tag: strings.TrimSpace(f.Tag),
|
||
Note: strings.TrimSpace(f.Note),
|
||
}
|
||
}
|
||
|
||
func (s *Server) checkRule(r config.Rule) error {
|
||
if r.Match == "" && r.Type == "" {
|
||
return badRequest("enter a glob first, e.g. *LIDL*")
|
||
}
|
||
if r.Tag == "" {
|
||
return badRequest("enter a tag to apply")
|
||
}
|
||
if r.Account != "" {
|
||
known, err := s.knownAccount(r.Account)
|
||
if err != nil {
|
||
return err
|
||
}
|
||
if !known {
|
||
return badRequest("no account called %q; leave it blank to apply to every account", r.Account)
|
||
}
|
||
}
|
||
return nil
|
||
}
|
||
|
||
func (s *Server) createRule(r *http.Request) (any, error) {
|
||
var form ruleForm
|
||
if err := decode(r, &form); err != nil {
|
||
return nil, err
|
||
}
|
||
rule := form.rule()
|
||
if err := s.checkRule(rule); err != nil {
|
||
return nil, err
|
||
}
|
||
if err := config.AppendRule(s.root, rule); err != nil {
|
||
return nil, err
|
||
}
|
||
n, err := s.retagAfterSave()
|
||
if err != nil {
|
||
return nil, err
|
||
}
|
||
return status{fmt.Sprintf("saved rule %s → %s, %d transactions retagged", rule.Match, rule.Tag, n)}, nil
|
||
}
|
||
|
||
type editRuleReq struct {
|
||
Rule ruleForm `json:"rule"`
|
||
// Expect is the rule as the page showed it. The edit goes ahead only if
|
||
// rules.toml still holds exactly that at the position, since the position
|
||
// alone could by now name a different rule.
|
||
Expect ruleJSON `json:"expect"`
|
||
}
|
||
|
||
func (s *Server) editRule(r *http.Request) (any, error) {
|
||
pos, err := strconv.Atoi(r.PathValue("pos"))
|
||
if err != nil {
|
||
return nil, badRequest("bad rule position %q", r.PathValue("pos"))
|
||
}
|
||
var req editRuleReq
|
||
if err := decode(r, &req); err != nil {
|
||
return nil, err
|
||
}
|
||
onDisk, err := s.expectRules([]int{pos}, []ruleJSON{req.Expect})
|
||
if err != nil {
|
||
return nil, err
|
||
}
|
||
|
||
rule := req.Rule.rule()
|
||
rule.Type = onDisk[pos].Type
|
||
if err := s.checkRule(rule); err != nil {
|
||
return nil, err
|
||
}
|
||
if err := config.ReplaceRule(s.root, pos, rule); err != nil {
|
||
return nil, err
|
||
}
|
||
n, err := s.retagAfterSave()
|
||
if err != nil {
|
||
return nil, err
|
||
}
|
||
return status{fmt.Sprintf("rule %d is now %s → %s, %d transactions retagged",
|
||
pos+1, rulePattern(rule), rule.Tag, n)}, nil
|
||
}
|
||
|
||
// expectRules checks that rules.toml on disk still holds the expected rule at
|
||
// every position, returning what it holds.
|
||
func (s *Server) expectRules(positions []int, expect []ruleJSON) ([]config.Rule, error) {
|
||
loaded, err := config.LoadRules(s.root)
|
||
if err != nil {
|
||
return nil, err
|
||
}
|
||
if len(positions) != len(expect) {
|
||
return nil, badRequest("%d positions but %d expected rules", len(positions), len(expect))
|
||
}
|
||
for i, pos := range positions {
|
||
if pos < 0 || pos >= len(loaded.Rule) || loaded.Rule[pos] != expect[i].rule() {
|
||
return nil, staleRules()
|
||
}
|
||
}
|
||
return loaded.Rule, nil
|
||
}
|
||
|
||
// retagAfterSave makes a rules.toml edit take effect: what runs is re-read
|
||
// from disk rather than patched in memory, then every tag is re-derived.
|
||
func (s *Server) retagAfterSave() (int, error) {
|
||
if err := s.reloadRules(); err != nil {
|
||
return 0, fmt.Errorf("rules.toml was written, but re-reading it failed: %w", err)
|
||
}
|
||
return s.engine.Retag(s.db)
|
||
}
|
||
|
||
func (s *Server) reloadRules() error {
|
||
loaded, err := config.LoadRules(s.root)
|
||
if err != nil {
|
||
return err
|
||
}
|
||
s.engine = rules.New(loaded)
|
||
s.links = transfers.New(loaded)
|
||
return nil
|
||
}
|
||
|
||
type deleteRulesReq struct {
|
||
Positions []int `json:"positions"`
|
||
Expect []ruleJSON `json:"expect"`
|
||
}
|
||
|
||
// deleteRules serves both the single delete and the prune: the page sends the
|
||
// positions it confirmed, together with what it showed at each.
|
||
func (s *Server) deleteRules(r *http.Request) (any, error) {
|
||
var req deleteRulesReq
|
||
if err := decode(r, &req); err != nil {
|
||
return nil, err
|
||
}
|
||
if len(req.Positions) == 0 {
|
||
return nil, badRequest("no rules to delete")
|
||
}
|
||
if _, err := s.expectRules(req.Positions, req.Expect); err != nil {
|
||
return nil, err
|
||
}
|
||
n, err := config.DeleteRules(s.root, req.Positions)
|
||
if err != nil {
|
||
return nil, err
|
||
}
|
||
retagged, err := s.retagAfterSave()
|
||
if err != nil {
|
||
return nil, err
|
||
}
|
||
return status{fmt.Sprintf("deleted %d rule(s), %d transactions retagged", n, retagged)}, nil
|
||
}
|
||
|
||
// --- transfers ------------------------------------------------------------
|
||
|
||
type transferJSON struct {
|
||
FromAccount string `json:"fromAccount"`
|
||
FromDesc string `json:"fromDesc"`
|
||
ToAccount string `json:"toAccount"`
|
||
ToDesc string `json:"toDesc"`
|
||
TolerancePct float64 `json:"tolerancePct"`
|
||
Note string `json:"note"`
|
||
}
|
||
|
||
func toTransferJSON(t config.Transfer) transferJSON {
|
||
return transferJSON{
|
||
FromAccount: t.FromAccount, FromDesc: t.FromDesc, ToAccount: t.ToAccount,
|
||
ToDesc: t.ToDesc, TolerancePct: t.TolerancePct, Note: t.Note,
|
||
}
|
||
}
|
||
|
||
func (t transferJSON) transfer() config.Transfer {
|
||
return config.Transfer{
|
||
FromAccount: t.FromAccount, FromDesc: t.FromDesc, ToAccount: t.ToAccount,
|
||
ToDesc: t.ToDesc, TolerancePct: t.TolerancePct, Note: t.Note,
|
||
}
|
||
}
|
||
|
||
type transferRow struct {
|
||
transferJSON
|
||
Pos int `json:"pos"`
|
||
Tolerance string `json:"tolerance"` // blank for the exact-amount default
|
||
Paired int `json:"paired"`
|
||
Orphaned int `json:"orphaned"`
|
||
}
|
||
|
||
func (s *Server) transferList(*http.Request) (any, error) {
|
||
txns, err := s.db.Transactions(store.Filter{})
|
||
if err != nil {
|
||
return nil, err
|
||
}
|
||
defs := s.links.Transfers()
|
||
res := s.links.Analyze(txns)
|
||
rows := make([]transferRow, 0, len(defs))
|
||
for i, t := range defs {
|
||
rows = append(rows, transferRow{
|
||
transferJSON: toTransferJSON(t), Pos: i, Tolerance: formatTolerance(t.TolerancePct),
|
||
Paired: res.Paired[i], Orphaned: res.Orphaned[i],
|
||
})
|
||
}
|
||
return map[string]any{"transfers": rows, "unpaired": len(res.Unmatched)}, nil
|
||
}
|
||
|
||
// formatTolerance leaves the default blank, so the one or two definitions
|
||
// actually pairing on slack are what the column shows.
|
||
func formatTolerance(pct float64) string {
|
||
if pct == 0 {
|
||
return ""
|
||
}
|
||
return strconv.FormatFloat(pct, 'f', -1, 64) + "%"
|
||
}
|
||
|
||
// transferForm is the builder's fields as typed. The tolerance stays text so a
|
||
// half-typed "1." can still preview; saving is where it has to be a number.
|
||
type transferForm struct {
|
||
FromAccount string `json:"fromAccount"`
|
||
FromDesc string `json:"fromDesc"`
|
||
ToAccount string `json:"toAccount"`
|
||
ToDesc string `json:"toDesc"`
|
||
Tolerance string `json:"tolerance"`
|
||
Note string `json:"note"`
|
||
}
|
||
|
||
func (f transferForm) tolerance() (float64, error) {
|
||
v := strings.TrimSpace(strings.TrimSuffix(strings.TrimSpace(f.Tolerance), "%"))
|
||
if v == "" {
|
||
return 0, nil
|
||
}
|
||
pct, err := strconv.ParseFloat(v, 64)
|
||
if err != nil {
|
||
return 0, badRequest("tolerance %q is not a number", v)
|
||
}
|
||
return pct, nil
|
||
}
|
||
|
||
func (f transferForm) draft() config.Transfer {
|
||
pct, _ := f.tolerance()
|
||
return config.Transfer{
|
||
FromAccount: strings.TrimSpace(f.FromAccount),
|
||
FromDesc: strings.TrimSpace(f.FromDesc),
|
||
ToAccount: strings.TrimSpace(f.ToAccount),
|
||
ToDesc: strings.TrimSpace(f.ToDesc),
|
||
TolerancePct: pct,
|
||
Note: strings.TrimSpace(f.Note),
|
||
}
|
||
}
|
||
|
||
type transferPreviewRow struct {
|
||
Marker string `json:"marker"` // "▸" a pair, "⚠" a leg with no other side
|
||
Date string `json:"date"`
|
||
Amount string `json:"amount"`
|
||
Movement string `json:"movement"`
|
||
Description string `json:"description"`
|
||
}
|
||
|
||
type transferPreviewJSON struct {
|
||
Rows []transferPreviewRow `json:"rows"`
|
||
Pairs int `json:"pairs"`
|
||
Unpaired int `json:"unpaired"`
|
||
Fees string `json:"fees,omitempty"`
|
||
}
|
||
|
||
// transferPreview pairs the draft *after* the definitions on disk, where
|
||
// saving would put it, so it cannot promise legs an earlier one claims first.
|
||
func (s *Server) transferPreview(r *http.Request) (any, error) {
|
||
var form transferForm
|
||
if err := decode(r, &form); err != nil {
|
||
return nil, err
|
||
}
|
||
txns, err := s.db.Transactions(store.Filter{})
|
||
if err != nil {
|
||
return nil, err
|
||
}
|
||
defs := append(append([]config.Transfer(nil), s.links.Transfers()...), form.draft())
|
||
res := transfers.New(&config.Rules{Transfer: defs}).Analyze(txns)
|
||
mine := len(defs) - 1
|
||
|
||
out := transferPreviewJSON{Rows: []transferPreviewRow{}, Pairs: res.Paired[mine], Unpaired: res.Orphaned[mine]}
|
||
var fees int64
|
||
feeDigits := 0
|
||
for _, p := range res.Pairs {
|
||
if p.Def != mine {
|
||
continue
|
||
}
|
||
fees += p.Fee()
|
||
feeDigits = p.Out.MinorDigits
|
||
// Both amounts whenever they disagree: across currencies that is the
|
||
// only place the bank's rate shows, within one it is the fee.
|
||
amount := model.FormatMinor(-p.Out.AmountMinor, p.Out.MinorDigits)
|
||
if p.In.Currency != p.Out.Currency || p.Fee() != 0 {
|
||
amount += " → " + model.FormatMinor(p.In.AmountMinor, p.In.MinorDigits)
|
||
}
|
||
out.Rows = append(out.Rows, transferPreviewRow{
|
||
Marker: "▸", Date: p.Out.Date, Amount: amount,
|
||
Movement: p.Out.AccountSlug + " → " + p.In.AccountSlug, Description: p.Out.Description,
|
||
})
|
||
}
|
||
for _, l := range res.Unmatched {
|
||
if l.Def != mine {
|
||
continue
|
||
}
|
||
amount, movement := l.Txn.AmountMinor, "? → "+l.Txn.AccountSlug
|
||
if l.Out {
|
||
amount, movement = -amount, l.Txn.AccountSlug+" → ?"
|
||
}
|
||
out.Rows = append(out.Rows, transferPreviewRow{
|
||
Marker: "⚠", Date: l.Txn.Date, Amount: model.FormatMinor(amount, l.Txn.MinorDigits),
|
||
Movement: movement, Description: l.Txn.Description,
|
||
})
|
||
}
|
||
sort.SliceStable(out.Rows, func(i, j int) bool { return out.Rows[i].Date > out.Rows[j].Date })
|
||
if fees != 0 {
|
||
out.Fees = model.FormatMinor(fees, feeDigits)
|
||
}
|
||
return out, nil
|
||
}
|
||
|
||
func (s *Server) createTransfer(r *http.Request) (any, error) {
|
||
var form transferForm
|
||
if err := decode(r, &form); err != nil {
|
||
return nil, err
|
||
}
|
||
t := form.draft()
|
||
switch {
|
||
case t.FromAccount == "":
|
||
return nil, badRequest("name the account the money leaves")
|
||
case t.FromDesc == "":
|
||
return nil, badRequest("enter a glob for the leaving leg, e.g. *TO REVOLUT*")
|
||
case t.ToAccount == "":
|
||
return nil, badRequest("name the account the money arrives in")
|
||
case t.ToDesc == "":
|
||
return nil, badRequest("enter a glob for the arriving leg, e.g. *FROM NLB*")
|
||
}
|
||
for _, slug := range []string{t.FromAccount, t.ToAccount} {
|
||
known, err := s.knownAccount(slug)
|
||
if err != nil {
|
||
return nil, err
|
||
}
|
||
if !known {
|
||
return nil, badRequest("no account called %q", slug)
|
||
}
|
||
}
|
||
// draft swallowed this so the preview could keep up with typing; saving is
|
||
// where a value that never became a number is refused, not written as 0.
|
||
if _, err := form.tolerance(); err != nil {
|
||
return nil, err
|
||
}
|
||
if err := config.AppendTransfer(s.root, t); err != nil {
|
||
return nil, badRequest("%v", err)
|
||
}
|
||
paired, unpaired, err := s.relinkAfterSave()
|
||
if err != nil {
|
||
return nil, err
|
||
}
|
||
return status{fmt.Sprintf("saved transfer %s → %s, %d matched, %d leg(s) unpaired",
|
||
t.FromAccount, t.ToAccount, paired, unpaired)}, nil
|
||
}
|
||
|
||
func (s *Server) relinkAfterSave() (paired, unpaired int, err error) {
|
||
if err := s.reloadRules(); err != nil {
|
||
return 0, 0, fmt.Errorf("rules.toml was written, but re-reading it failed: %w", err)
|
||
}
|
||
return s.links.Link(s.db)
|
||
}
|
||
|
||
type deleteTransfersReq struct {
|
||
Positions []int `json:"positions"`
|
||
Expect []transferJSON `json:"expect"`
|
||
}
|
||
|
||
func (s *Server) deleteTransfers(r *http.Request) (any, error) {
|
||
var req deleteTransfersReq
|
||
if err := decode(r, &req); err != nil {
|
||
return nil, err
|
||
}
|
||
if len(req.Positions) == 0 {
|
||
return nil, badRequest("no transfers to delete")
|
||
}
|
||
if len(req.Positions) != len(req.Expect) {
|
||
return nil, badRequest("%d positions but %d expected transfers", len(req.Positions), len(req.Expect))
|
||
}
|
||
loaded, err := config.LoadRules(s.root)
|
||
if err != nil {
|
||
return nil, err
|
||
}
|
||
for i, pos := range req.Positions {
|
||
if pos < 0 || pos >= len(loaded.Transfer) || loaded.Transfer[pos] != req.Expect[i].transfer() {
|
||
return nil, staleRules()
|
||
}
|
||
}
|
||
n, err := config.DeleteTransfers(s.root, req.Positions)
|
||
if err != nil {
|
||
return nil, err
|
||
}
|
||
paired, unpaired, err := s.relinkAfterSave()
|
||
if err != nil {
|
||
return nil, err
|
||
}
|
||
return status{fmt.Sprintf("deleted %d transfer(s), %d matched, %d leg(s) unpaired", n, paired, unpaired)}, nil
|
||
}
|
||
|
||
// --- import and retag -----------------------------------------------------
|
||
|
||
type importReq struct {
|
||
Force bool `json:"force"`
|
||
}
|
||
|
||
type importFile struct {
|
||
Path string `json:"path"`
|
||
Parsed int `json:"parsed"`
|
||
New int `json:"new"`
|
||
Skipped int `json:"skipped"`
|
||
Error string `json:"error,omitempty"`
|
||
Warnings []string `json:"warnings,omitempty"`
|
||
}
|
||
|
||
type importJSON struct {
|
||
Status string `json:"status"`
|
||
Files []importFile `json:"files"`
|
||
Failed int `json:"failed"`
|
||
}
|
||
|
||
// runImport is `money import`. The account folders and rules.toml are re-read
|
||
// first, as a fresh process would: the server outlives edits to both, and an
|
||
// import that tagged with yesterday's rules would hand back a stale index.
|
||
// Per-file failures are reported and the rest of the run continues.
|
||
func (s *Server) runImport(r *http.Request) (any, error) {
|
||
var req importReq
|
||
if err := decode(r, &req); err != nil {
|
||
return nil, err
|
||
}
|
||
return s.importAll(req.Force)
|
||
}
|
||
|
||
func (s *Server) importAll(force bool) (importJSON, error) {
|
||
accounts, err := config.LoadAccounts(s.root)
|
||
if err != nil {
|
||
return importJSON{}, err
|
||
}
|
||
if len(accounts) == 0 {
|
||
return importJSON{}, badRequest("no accounts found in %s (an account is a folder containing %s)",
|
||
s.root, config.AccountFile)
|
||
}
|
||
if err := s.reloadRules(); err != nil {
|
||
return importJSON{}, err
|
||
}
|
||
s.accounts = accounts
|
||
|
||
res, err := importer.Run(s.root, s.db, s.accounts, s.engine, s.links, importer.Options{Force: force})
|
||
if err != nil {
|
||
return importJSON{}, err
|
||
}
|
||
|
||
_, added, skipped := res.Total()
|
||
out := importJSON{Files: []importFile{}}
|
||
out.Status = fmt.Sprintf("imported: %d new, %d duplicate", added, skipped)
|
||
if res.Unpaired > 0 {
|
||
out.Status += fmt.Sprintf(" · %d transfer leg(s) unpaired", res.Unpaired)
|
||
}
|
||
for _, f := range res.Files {
|
||
// A file skipped by checksum has nothing to say.
|
||
if f.Err == nil && f.Parsed == 0 && len(f.Warnings) == 0 {
|
||
continue
|
||
}
|
||
file := importFile{Path: f.Path, Parsed: f.Parsed, New: f.New, Skipped: f.Skipped, Warnings: f.Warnings}
|
||
if f.Err != nil {
|
||
file.Error = f.Err.Error()
|
||
out.Failed++
|
||
}
|
||
out.Files = append(out.Files, file)
|
||
}
|
||
return out, nil
|
||
}
|
||
|
||
// uploadLimit caps an upload request. Statements are small — a year of PDF is
|
||
// a few hundred kilobytes — and the body is base64, a third larger than the
|
||
// files it carries.
|
||
const uploadLimit = 64 << 20
|
||
|
||
type uploadFile struct {
|
||
Name string `json:"name"`
|
||
Data []byte `json:"data"` // base64 on the wire
|
||
}
|
||
|
||
type uploadReq struct {
|
||
Account string `json:"account"`
|
||
Files []uploadFile `json:"files"`
|
||
}
|
||
|
||
// upload saves statements into an account folder and imports them. The files
|
||
// on disk are the source of truth and the index is derived from them, so an
|
||
// upload is nothing more than putting a file where `money import` looks; the
|
||
// import that follows is the one the Import button runs.
|
||
//
|
||
// Files arrive base64 inside JSON rather than as multipart: a multipart body
|
||
// is exactly what a cross-site form can send, and the JSON-only rule is the
|
||
// only thing standing between another page and this server.
|
||
func (s *Server) upload(r *http.Request) (any, error) {
|
||
var req uploadReq
|
||
if err := decodeLimit(r, &req, uploadLimit); err != nil {
|
||
return nil, err
|
||
}
|
||
if len(req.Files) == 0 {
|
||
return nil, badRequest("no files to upload")
|
||
}
|
||
accounts, err := config.LoadAccounts(s.root)
|
||
if err != nil {
|
||
return nil, err
|
||
}
|
||
var acc *config.Account
|
||
for _, a := range accounts {
|
||
if a.Slug == req.Account {
|
||
acc = a
|
||
}
|
||
}
|
||
if acc == nil {
|
||
return nil, badRequest("no account folder %q in %s (an account is a folder containing %s)",
|
||
req.Account, s.root, config.AccountFile)
|
||
}
|
||
|
||
// Everything is checked before anything is written, so a bad file in a
|
||
// batch leaves the folder as it was rather than half uploaded.
|
||
var write []uploadFile
|
||
var same []string
|
||
seen := map[string]bool{}
|
||
for _, f := range req.Files {
|
||
if err := checkStatementName(acc, f.Name); err != nil {
|
||
return nil, err
|
||
}
|
||
if seen[f.Name] {
|
||
return nil, badRequest("%s is in the upload twice", f.Name)
|
||
}
|
||
seen[f.Name] = true
|
||
existing, err := os.ReadFile(filepath.Join(acc.Dir, f.Name))
|
||
switch {
|
||
case err == nil && bytes.Equal(existing, f.Data):
|
||
same = append(same, f.Name)
|
||
case err == nil:
|
||
// A statement is the source of truth for what it already
|
||
// imported; replacing it under the same name is not an upload's
|
||
// decision to make.
|
||
return nil, &apiError{http.StatusConflict, fmt.Sprintf(
|
||
"%s/%s already exists with different contents; rename the file or remove the old one first",
|
||
acc.Slug, f.Name)}
|
||
case !errors.Is(err, fs.ErrNotExist):
|
||
return nil, err
|
||
default:
|
||
write = append(write, f)
|
||
}
|
||
}
|
||
for _, f := range write {
|
||
if err := writeStatement(acc.Dir, f); err != nil {
|
||
return nil, err
|
||
}
|
||
}
|
||
|
||
out, err := s.importAll(false)
|
||
if err != nil {
|
||
return nil, err
|
||
}
|
||
msg := fmt.Sprintf("uploaded %d file(s) to %s", len(write), acc.Slug)
|
||
if len(same) > 0 {
|
||
msg += fmt.Sprintf(" (%d already there)", len(same))
|
||
}
|
||
out.Status = msg + " · " + out.Status
|
||
return out, nil
|
||
}
|
||
|
||
// checkStatementName refuses any name the importer would not read back as a
|
||
// statement of this account, and anything that is not a plain file name.
|
||
func checkStatementName(acc *config.Account, name string) error {
|
||
if name == "" || name != filepath.Base(name) || strings.ContainsAny(name, "/\\\x00") ||
|
||
name == "." || name == ".." {
|
||
return badRequest("%q is not a plain file name", name)
|
||
}
|
||
if strings.HasPrefix(name, ".") || name == config.AccountFile {
|
||
return badRequest("%s would be ignored by import (dotfiles and %s are not statements)",
|
||
name, config.AccountFile)
|
||
}
|
||
if len(acc.Include) > 0 && !slices.ContainsFunc(acc.Include, func(p string) bool { return glob.Match(p, name) }) {
|
||
return badRequest("%s does not match %s's include patterns (%s), so import would ignore it",
|
||
name, acc.Slug, strings.Join(acc.Include, ", "))
|
||
}
|
||
return nil
|
||
}
|
||
|
||
// writeStatement writes through a dotfile and renames it into place, so a
|
||
// concurrent `money import` never reads half a statement.
|
||
func writeStatement(dir string, f uploadFile) error {
|
||
path := filepath.Join(dir, f.Name)
|
||
tmp, err := os.CreateTemp(dir, ".upload-*")
|
||
if err != nil {
|
||
return fmt.Errorf("write %s: %w", path, err)
|
||
}
|
||
defer os.Remove(tmp.Name()) // a no-op once renamed
|
||
if _, err := tmp.Write(f.Data); err != nil {
|
||
tmp.Close()
|
||
return fmt.Errorf("write %s: %w", path, err)
|
||
}
|
||
if err := tmp.Close(); err != nil {
|
||
return fmt.Errorf("write %s: %w", path, err)
|
||
}
|
||
if err := os.Chmod(tmp.Name(), 0o644); err != nil {
|
||
return err
|
||
}
|
||
if err := os.Rename(tmp.Name(), path); err != nil {
|
||
return fmt.Errorf("write %s: %w", path, err)
|
||
}
|
||
return nil
|
||
}
|
||
|
||
// retag is `money retag`: both halves of what rules.toml decides, re-derived
|
||
// from the file as it is on disk now.
|
||
func (s *Server) retag(*http.Request) (any, error) {
|
||
if err := s.reloadRules(); err != nil {
|
||
return nil, err
|
||
}
|
||
n, err := s.engine.Retag(s.db)
|
||
if err != nil {
|
||
return nil, err
|
||
}
|
||
paired, unpaired, err := s.links.Link(s.db)
|
||
if err != nil {
|
||
return nil, err
|
||
}
|
||
msg := fmt.Sprintf("rules re-applied, %d rows changed, %d transfers matched", n, paired)
|
||
if unpaired > 0 {
|
||
msg += fmt.Sprintf(", %d leg(s) unpaired", unpaired)
|
||
}
|
||
return status{msg}, nil
|
||
}
|