feat(dashboard): #163 first summary

internal/default.go

@@ -116,9 +116,10 @@ func createHandler(d *sqlx.DB, serverSettings *types.Settings) http.Handler {
 	treasureChestService := service.NewTreasureChest(d, randomService, clockService)
 	transactionService := service.NewTransaction(d, randomService, clockService)
 	transactionRecurringService := service.NewTransactionRecurring(d, randomService, clockService, transactionService)
+	dashboardService := service.NewDashboard(d)
 
 	render := handler.NewRender()
-	indexHandler := handler.NewIndex(render)
+	indexHandler := handler.NewIndex(render, dashboardService)
 	authHandler := handler.NewAuth(authService, render)
 	accountHandler := handler.NewAccount(accountService, render)
 	treasureChestHandler := handler.NewTreasureChest(treasureChestService, transactionRecurringService, render)

internal/handler/root_and_404.go

@@ -1,9 +1,16 @@
 package handler
 
 import (
+	"fmt"
+	"log/slog"
 	"net/http"
 	"spend-sparrow/internal/handler/middleware"
+	"spend-sparrow/internal/service"
 	"spend-sparrow/internal/template"
+	"spend-sparrow/internal/template/dashboard"
+	"spend-sparrow/internal/types"
+	"spend-sparrow/internal/utils"
+	"time"
 
 	"github.com/a-h/templ"
 )
@@ -13,12 +20,14 @@ type Index interface {
 }
 
 type IndexImpl struct {
-	render *Render
+	r *Render
+	d *service.Dashboard
 }
 
-func NewIndex(render *Render) Index {
+func NewIndex(r *Render, d *service.Dashboard) Index {
 	return IndexImpl{
-		render: render,
+		r: r,
+		d: d,
 	}
 }
 
@@ -33,6 +42,8 @@ func (handler IndexImpl) handleRootAnd404() http.HandlerFunc {
 
 		user := middleware.GetUser(r)
 
+		htmx := utils.IsHtmx(r)
+
 		var comp templ.Component
 
 		var status int
@@ -41,14 +52,47 @@ func (handler IndexImpl) handleRootAnd404() http.HandlerFunc {
 			status = http.StatusNotFound
 		} else {
 			if user != nil {
-				comp = template.Dashboard()
+				var err error
+				comp, err = handler.dashboard(user, htmx, r)
+				if err != nil {
+					slog.Error("Failed to get dashboard summary", "err", err)
+				}
 			} else {
 				comp = template.Index()
 			}
 			status = http.StatusOK
 		}
 
-		handler.render.RenderLayoutWithStatus(r, w, comp, user, status)
+		if htmx {
+			handler.r.RenderWithStatus(r, w, comp, status)
+		} else {
+			handler.r.RenderLayoutWithStatus(r, w, comp, user, status)
+		}
+	}
+}
+
+func (handler IndexImpl) dashboard(user *types.User, htmx bool, r *http.Request) (templ.Component, error) {
+	var month time.Time
+	var err error
+	monthStr := r.URL.Query().Get("month")
+	if monthStr != "" {
+		month, err = time.Parse("2006-01-02", monthStr)
+		if err != nil {
+			return nil, fmt.Errorf("could not parse timestamp: %w", service.ErrBadRequest)
+		}
+	} else {
+		month = time.Now()
+	}
+
+	summary, err := handler.d.Summary(r.Context(), user, month)
+	if err != nil {
+		return nil, err
+	}
+
+	if htmx {
+		return dashboard.DashboardData(summary), nil
+	} else {
+		return dashboard.Dashboard(summary), nil
 	}
 }
 

internal/handler/transaction.go

@@ -14,8 +14,6 @@ import (
 
 	"github.com/a-h/templ"
 	"github.com/google/uuid"
-	"go.opentelemetry.io/otel/attribute"
-	"go.opentelemetry.io/otel/trace"
 )
 
 type Transaction interface {
@@ -56,9 +54,6 @@ func (h TransactionImpl) handleTransactionPage() http.HandlerFunc {
 			return
 		}
 
-		currentSpan := trace.SpanFromContext(r.Context())
-		currentSpan.SetAttributes(attribute.String("", "test"))
-
 		filter := types.TransactionItemsFilter{
 			AccountId:       r.URL.Query().Get("account-id"),
 			TreasureChestId: r.URL.Query().Get("treasure-chest-id"),

internal/service/dashboard.go

@@ -0,0 +1,88 @@
+package service
+
+import (
+	"context"
+	"log/slog"
+	"spend-sparrow/internal/db"
+	"spend-sparrow/internal/types"
+	"time"
+
+	"github.com/jmoiron/sqlx"
+)
+
+type Dashboard struct {
+	db *sqlx.DB
+}
+
+func NewDashboard(db *sqlx.DB) *Dashboard {
+	return &Dashboard{
+		db: db,
+	}
+}
+
+func (s Dashboard) Summary(ctx context.Context, user *types.User, month time.Time) (*types.DashboardMonthlySummary, error) {
+	if user == nil {
+		return nil, ErrUnauthorized
+	}
+
+	var summary types.DashboardMonthlySummary
+
+	var value *int64
+	err := s.db.GetContext(ctx, &value, `
+		SELECT SUM(value)
+		FROM "transaction"
+		WHERE user_id = $1 
+			AND treasure_chest_id IS NOT NULL
+			AND account_id IS NULL
+			AND error IS NULL
+			AND date(timestamp, 'start of month') = date($2, 'start of month')`,
+		user.Id, month)
+	err = db.TransformAndLogDbError("dashboard", nil, err)
+	if err != nil {
+		return nil, err
+	}
+	if value != nil {
+		summary.Savings = *value
+	}
+
+	err = s.db.GetContext(ctx, &value, `
+		SELECT SUM(value)
+		FROM "transaction"
+		WHERE user_id = $1
+			AND account_id IS NOT NULL
+			AND treasure_chest_id IS NULL
+			AND error IS NULL
+			AND date(timestamp, 'start of month') = date($2, 'start of month')`,
+		user.Id, month)
+	err = db.TransformAndLogDbError("dashboard", nil, err)
+	if err != nil {
+		return nil, err
+	}
+	if value != nil {
+		summary.Income = *value
+	}
+
+	err = s.db.GetContext(ctx, &value, `
+		SELECT SUM(value)
+		FROM "transaction"
+		WHERE user_id = $1
+			AND account_id IS NOT NULL
+			AND treasure_chest_id IS NOT NULL
+			AND error IS NULL
+			AND date(timestamp, 'start of month') = date($2, 'start of month')`,
+		user.Id, month)
+	err = db.TransformAndLogDbError("dashboard", nil, err)
+	if err != nil {
+		return nil, err
+	}
+	if value != nil {
+		summary.Expenses = *value
+	}
+
+	summary.Total = summary.Income + summary.Expenses
+	summary.Month = month
+
+	slog.Info("Dashboard summary", "summary", summary)
+
+	return &summary, nil
+}

internal/service/transaction.go

@@ -512,27 +512,20 @@ func (s TransactionImpl) validateAndEnrichTransaction(ctx context.Context, tx *s
 	return &transaction, nil
 }
 
-func (s TransactionImpl) updateErrors(transaction *types.Transaction) {
+func (s TransactionImpl) updateErrors(t *types.Transaction) {
 	errorStr := ""
 
 	switch {
-	case transaction.Value < 0:
+	case (t.AccountId != nil && t.TreasureChestId != nil && t.Value > 0) ||
-		if transaction.TreasureChestId == nil {
+		(t.AccountId == nil && t.TreasureChestId == nil):
-			errorStr = "no treasure chest specified"
+		errorStr = "either an account or a treasure chest needs to be specified"
-		}
+	case t.Value == 0:
-	case transaction.Value > 0:
-		if transaction.AccountId == nil && transaction.TreasureChestId == nil {
-			errorStr = "either an account or a treasure chest needs to be specified"
-		} else if transaction.AccountId != nil && transaction.TreasureChestId != nil {
-			errorStr = "positive amounts can only be applied to either an account or a treasure chest"
-		}
-	default:
 		errorStr = "\"value\" needs to be specified"
 	}
 
 	if errorStr == "" {
-		transaction.Error = nil
+		t.Error = nil
 	} else {
-		transaction.Error = &errorStr
+		t.Error = &errorStr
 	}
 }

internal/template/account/account.templ

@@ -1,6 +1,5 @@
 package account
 
-import "fmt"
 import "spend-sparrow/internal/template/svg"
 import "spend-sparrow/internal/types"
 
@@ -81,9 +80,9 @@ templ AccountItem(account *types.Account) {
 		<div class="text-xl flex justify-end gap-4">
 			<p class="mr-auto">{ account.Name }</p>
 			if account.CurrentBalance < 0 {
-				<p class="mr-20 text-red-700">{ displayBalance(account.CurrentBalance) }</p>
+				<p class="mr-20 text-red-700">{ types.FormatEuros(account.CurrentBalance) }</p>
 			} else {
-				<p class="mr-20 text-green-700">{ displayBalance(account.CurrentBalance) }</p>
+				<p class="mr-20 text-green-700">{ types.FormatEuros(account.CurrentBalance) }</p>
 			}
 			<a
 				href={ templ.URL("/transaction?account-id=" + account.Id.String()) }
@@ -121,9 +120,3 @@ templ AccountItem(account *types.Account) {
 		</div>
 	</div>
 }
-
-func displayBalance(balance int64) string {
-
-	euros := float64(balance) / 100
-	return fmt.Sprintf("%.2f €", euros)
-}

internal/template/dashboard.templ

@@ -1,9 +0,0 @@
-package template
-
-templ Dashboard() {
-	<div>
-		<h1 class="text-8xl">
-			Dashboard
-		</h1>
-	</div>
-}

internal/template/dashboard/dashboard.templ

@@ -0,0 +1,44 @@
+package dashboard
+
+import "spend-sparrow/internal/types"
+
+templ Dashboard(summary *types.DashboardMonthlySummary) {
+	<div class="mt-10">
+		<form hx-get="/" hx-target="#dashboard" hx-trigger="change" hx-push-url="true">
+			<label for="month">Select Month:</label>
+			<input
+				name="month"
+				type="date"
+				class="input"
+				value={ summary.Month.String() }
+			/>
+		</form>
+		<div id="dashboard">
+			@DashboardData(summary)
+		</div>
+	</div>
+}
+
+templ DashboardData(summary *types.DashboardMonthlySummary) {
+	<div class="mt-10">
+		<section class="grid grid-cols-[auto_auto_auto_auto_1fr] gap-4">
+			<span>Savings</span>
+			<span>Income</span>
+			<span>Expenses</span>
+			<span>Total</span>
+			<span></span>
+			<span>{ types.FormatEuros(summary.Savings) }</span>
+			@balance(summary.Income)
+			@balance(summary.Expenses)
+			@balance(summary.Total)
+		</section>
+	</div>
+}
+
+templ balance(balance int64) {
+	if balance < 0 {
+		<span class="text-red-700">{ types.FormatEuros(balance) }</span>
+	} else {
+		<span class="text-green-700">{ types.FormatEuros(balance) }</span>
+	}
+}

internal/template/dashboard/default.go

@@ -0,0 +1,2 @@
+package dashboard
+

internal/template/transaction/transaction.templ

@@ -103,7 +103,7 @@ templ EditTransaction(transaction *types.Transaction, accounts []*types.Account,
 			if transaction.TreasureChestId != nil {
 				treasureChestId = transaction.TreasureChestId.String()
 			}
-			value = displayBalance(transaction.Value)
+			value = formatFloat(transaction.Value)
 
 			id = transaction.Id.String()
 			cancelUrl = "/transaction/" + id
@@ -250,9 +250,9 @@ templ TransactionItem(transaction *types.Transaction, accounts, treasureChests m
 			</p>
 		</div>
 		if transaction.Value < 0 {
-			<p class="mr-8 min-w-22 text-right text-red-700">{ displayBalance(transaction.Value)+" €" }</p>
+			<p class="mr-8 min-w-22 text-right text-red-700">{ types.FormatEuros(transaction.Value) }</p>
 		} else {
-			<p class="mr-8 w-22 text-right text-green-700">{ displayBalance(transaction.Value)+" €" }</p>
+			<p class="mr-8 w-22 text-right text-green-700">{ types.FormatEuros(transaction.Value) }</p>
 		}
 		<button
 			hx-get={ "/transaction/" + transaction.Id.String() + "?edit=true" }
@@ -280,11 +280,8 @@ templ TransactionItem(transaction *types.Transaction, accounts, treasureChests m
 	</div>
 }
 
-func displayBalance(balance int64) string {
+func formatFloat(balance int64) string {
 
 	euros := float64(balance) / 100
 	return fmt.Sprintf("%.2f", euros)
 }
-
-func calculateReferences() {
-}

internal/template/transaction_recurring/transaction_recurring.templ

@@ -53,9 +53,9 @@ templ TransactionRecurringItem(transactionRecurring *types.TransactionRecurring,
 		Every  <span class="text-xl">{ transactionRecurring.IntervalMonths }</span> month(s)
 	</p>
 	if transactionRecurring.Value < 0 {
-		<p class="text-right text-red-700">{ displayBalance(transactionRecurring.Value)+" €" }</p>
+		<p class="text-right text-red-700">{ types.FormatEuros(transactionRecurring.Value) }</p>
 	} else {
-		<p class="text-right text-green-700">{ displayBalance(transactionRecurring.Value)+" €" }</p>
+		<p class="text-right text-green-700">{ types.FormatEuros(transactionRecurring.Value) }</p>
 	}
 	<div class="flex gap-2">
 		<button
@@ -104,7 +104,7 @@ templ EditTransactionRecurring(transactionRecurring *types.TransactionRecurring,
 			}
 			party = transactionRecurring.Party
 			description = transactionRecurring.Description
-			value = displayBalance(transactionRecurring.Value)
+			value = formatFloat(transactionRecurring.Value)
 
 			id = transactionRecurring.Id.String()
 		}
@@ -201,11 +201,8 @@ templ EditTransactionRecurring(transactionRecurring *types.TransactionRecurring,
 	</div>
 }
 
-func displayBalance(balance int64) string {
+func formatFloat(balance int64) string {
 
 	euros := float64(balance) / 100
 	return fmt.Sprintf("%.2f", euros)
 }
-
-func calculateReferences() {
-}

internal/template/treasurechest/treasure_chest.templ

@@ -1,6 +1,5 @@
 package treasurechest
 
-import "fmt"
 import "spend-sparrow/internal/template/svg"
 import "spend-sparrow/internal/types"
 import "github.com/google/uuid"
@@ -130,14 +129,14 @@ templ TreasureChestItem(treasureChest *types.TreasureChest, monthlySums map[uuid
 			<p class="mr-auto">{ treasureChest.Name }</p>
 			<p class="mr-20 text-gray-600">
 				if treasureChest.ParentId != nil {
-					+ { displayBalance(monthlySums[treasureChest.Id]) } <span class="text-gray-500 text-sm">&nbsp;per month</span>
+					+ { types.FormatEuros(monthlySums[treasureChest.Id]) } <span class="text-gray-500 text-sm">&nbsp;per month</span>
 				}
 			</p>
 			if treasureChest.ParentId != nil {
 				if treasureChest.CurrentBalance < 0 {
-					<p class="mr-20 min-w-20 text-right text-red-700">{ displayBalance(treasureChest.CurrentBalance) }</p>
+					<p class="mr-20 min-w-20 text-right text-red-700">{ types.FormatEuros(treasureChest.CurrentBalance) }</p>
 				} else {
-					<p class="mr-20 min-w-20 text-right text-green-700">{ displayBalance(treasureChest.CurrentBalance) }</p>
+					<p class="mr-20 min-w-20 text-right text-green-700">{ types.FormatEuros(treasureChest.CurrentBalance) }</p>
 				}
 			}
 			<a
@@ -187,9 +186,3 @@ func filterNoChildNoSelf(nodes []*types.TreasureChest, selfId string) []*types.T
 
 	return result
 }
-
-func displayBalance(balance int64) string {
-
-	euros := float64(balance) / 100
-	return fmt.Sprintf("%.2f €", euros)
-}

internal/types/dashboard.go

@@ -0,0 +1,26 @@
+package types
+
+import "time"
+
+//	Account	| TreasureChest	| Value	| Description
+//	--------|---------------|-------|----------------
+//	Y		| Y				| +		| Invalid
+//	Y		| Y				| -		| Expense
+//	Y		| N				| +		| Deposit
+//	Y		| N				| -		| Withdrawal (for moving between accounts)
+//	N		| Y				| +		| Saving
+//	N		| Y				| -		| Withdrawal (for moving between treasure chests)
+//	N		| N				| +		| Invalid
+//	N		| N				| -		| Invalid
+
+type DashboardMonthlySummary struct {
+	Month time.Time
+	// Sum of all Transactions with TreasureChests and no Accounts
+	Savings int64
+	// Sum of all Transactions with Accounts and no TreasureChests
+	Income int64
+	// Sum of all Transactions with Accounts and TreasureChests
+	Expenses int64
+	// Income - Expenses
+	Total int64
+}

internal/types/format.go

@@ -0,0 +1,36 @@
+package types
+
+import (
+	"fmt"
+	"strings"
+)
+
+func FormatEuros(balance int64) string {
+	prefix := ""
+	if balance < 0 {
+		prefix = "- "
+		balance = -balance
+	}
+
+	n := float64(balance) / 100
+	s := fmt.Sprintf("%.2f", n) // "1234567.89"
+
+	parts := strings.Split(s, ".")
+	intPart := parts[0]
+	fracPart := parts[1]
+
+	var result strings.Builder
+	numberOfSeperators := len(intPart) % 3
+	if numberOfSeperators == 0 {
+		result.WriteString(intPart)
+	} else {
+		for i := range intPart {
+			if i > 0 && (i-numberOfSeperators)%3 == 0 {
+				result.WriteString(",")
+			}
+			result.WriteByte(intPart[i])
+		}
+	}
+
+	return prefix + result.String() + "." + fracPart + " €"
+}

internal/types/transaction.go

@@ -13,6 +13,19 @@ import (
 //
 // If it becomes necessary to precalculate snapshots for performance reasons, this can be done in the future.
 // But the transaction should always be the source of truth.
+//
+// There are the following constallations and their explanation:
+//
+//	Account	| TreasureChest	| Value	| Description
+//	--------|---------------|-------|----------------
+//	Y		| Y				| +		| Invalid
+//	Y		| Y				| -		| Expense
+//	Y		| N				| +		| Deposit
+//	Y		| N				| -		| Withdrawal (for moving between accounts)
+//	N		| Y				| +		| Saving
+//	N		| Y				| -		| Withdrawal (for moving between treasure chests)
+//	N		| N				| +		| Invalid
+//	N		| N				| -		| Invalid
 type Transaction struct {
 	Id     uuid.UUID `db:"id"`
 	UserId uuid.UUID `db:"user_id"`