package db import ( "context" "fmt" "time" "github.com/google/uuid" "github.com/jackc/pgx/v5" "github.com/jackc/pgx/v5/pgxpool" "github.com/shopspring/decimal" "simplefinancedash/backend/internal/models" ) // BudgetExistsError is returned by GenerateBudgetFromTemplate when a budget already exists for the given month. type BudgetExistsError struct { ExistingBudgetID uuid.UUID } func (e *BudgetExistsError) Error() string { return fmt.Sprintf("budget already exists: %s", e.ExistingBudgetID) } // ErrBudgetExists is a sentinel for checking if an error is a BudgetExistsError. var ErrBudgetExists = &BudgetExistsError{} type Queries struct { pool *pgxpool.Pool } func NewQueries(pool *pgxpool.Pool) *Queries { return &Queries{pool: pool} } // Users func (q *Queries) CreateUser(ctx context.Context, email, passwordHash, displayName, locale string) (*models.User, error) { u := &models.User{} err := q.pool.QueryRow(ctx, `INSERT INTO users (email, password_hash, display_name, preferred_locale) VALUES ($1, $2, $3, $4) RETURNING id, email, password_hash, oidc_subject, display_name, preferred_locale, created_at, updated_at`, email, passwordHash, displayName, locale, ).Scan(&u.ID, &u.Email, &u.PasswordHash, &u.OIDCSubject, &u.DisplayName, &u.PreferredLocale, &u.CreatedAt, &u.UpdatedAt) if err != nil { return nil, fmt.Errorf("creating user: %w", err) } return u, nil } func (q *Queries) GetUserByEmail(ctx context.Context, email string) (*models.User, error) { u := &models.User{} err := q.pool.QueryRow(ctx, `SELECT id, email, password_hash, oidc_subject, display_name, preferred_locale, created_at, updated_at FROM users WHERE email = $1`, email, ).Scan(&u.ID, &u.Email, &u.PasswordHash, &u.OIDCSubject, &u.DisplayName, &u.PreferredLocale, &u.CreatedAt, &u.UpdatedAt) if err != nil { return nil, fmt.Errorf("getting user by email: %w", err) } return u, nil } func (q *Queries) GetUserByID(ctx context.Context, id uuid.UUID) (*models.User, error) { u := &models.User{} err := q.pool.QueryRow(ctx, `SELECT id, email, password_hash, oidc_subject, display_name, preferred_locale, created_at, updated_at FROM users WHERE id = $1`, id, ).Scan(&u.ID, &u.Email, &u.PasswordHash, &u.OIDCSubject, &u.DisplayName, &u.PreferredLocale, &u.CreatedAt, &u.UpdatedAt) if err != nil { return nil, fmt.Errorf("getting user by id: %w", err) } return u, nil } func (q *Queries) GetUserByOIDCSubject(ctx context.Context, subject string) (*models.User, error) { u := &models.User{} err := q.pool.QueryRow(ctx, `SELECT id, email, password_hash, oidc_subject, display_name, preferred_locale, created_at, updated_at FROM users WHERE oidc_subject = $1`, subject, ).Scan(&u.ID, &u.Email, &u.PasswordHash, &u.OIDCSubject, &u.DisplayName, &u.PreferredLocale, &u.CreatedAt, &u.UpdatedAt) if err != nil { return nil, fmt.Errorf("getting user by oidc subject: %w", err) } return u, nil } func (q *Queries) UpdateUser(ctx context.Context, id uuid.UUID, displayName, locale string) (*models.User, error) { u := &models.User{} err := q.pool.QueryRow(ctx, `UPDATE users SET display_name = $2, preferred_locale = $3, updated_at = now() WHERE id = $1 RETURNING id, email, password_hash, oidc_subject, display_name, preferred_locale, created_at, updated_at`, id, displayName, locale, ).Scan(&u.ID, &u.Email, &u.PasswordHash, &u.OIDCSubject, &u.DisplayName, &u.PreferredLocale, &u.CreatedAt, &u.UpdatedAt) if err != nil { return nil, fmt.Errorf("updating user: %w", err) } return u, nil } func (q *Queries) UpsertOIDCUser(ctx context.Context, email, subject, displayName string) (*models.User, error) { u := &models.User{} err := q.pool.QueryRow(ctx, `INSERT INTO users (email, oidc_subject, display_name) VALUES ($1, $2, $3) ON CONFLICT (oidc_subject) DO UPDATE SET email = $1, display_name = $3, updated_at = now() RETURNING id, email, password_hash, oidc_subject, display_name, preferred_locale, created_at, updated_at`, email, subject, displayName, ).Scan(&u.ID, &u.Email, &u.PasswordHash, &u.OIDCSubject, &u.DisplayName, &u.PreferredLocale, &u.CreatedAt, &u.UpdatedAt) if err != nil { return nil, fmt.Errorf("upserting oidc user: %w", err) } return u, nil } // Categories func (q *Queries) ListCategories(ctx context.Context, userID uuid.UUID) ([]models.Category, error) { rows, err := q.pool.Query(ctx, `SELECT id, user_id, name, type, icon, sort_order, created_at, updated_at FROM categories WHERE user_id = $1 ORDER BY type, sort_order, name`, userID, ) if err != nil { return nil, fmt.Errorf("listing categories: %w", err) } defer rows.Close() var cats []models.Category for rows.Next() { var c models.Category if err := rows.Scan(&c.ID, &c.UserID, &c.Name, &c.Type, &c.Icon, &c.SortOrder, &c.CreatedAt, &c.UpdatedAt); err != nil { return nil, fmt.Errorf("scanning category: %w", err) } cats = append(cats, c) } return cats, nil } func (q *Queries) CreateCategory(ctx context.Context, userID uuid.UUID, name string, catType models.CategoryType, icon string, sortOrder int) (*models.Category, error) { c := &models.Category{} err := q.pool.QueryRow(ctx, `INSERT INTO categories (user_id, name, type, icon, sort_order) VALUES ($1, $2, $3, $4, $5) RETURNING id, user_id, name, type, icon, sort_order, created_at, updated_at`, userID, name, catType, icon, sortOrder, ).Scan(&c.ID, &c.UserID, &c.Name, &c.Type, &c.Icon, &c.SortOrder, &c.CreatedAt, &c.UpdatedAt) if err != nil { return nil, fmt.Errorf("creating category: %w", err) } return c, nil } func (q *Queries) UpdateCategory(ctx context.Context, id, userID uuid.UUID, name string, catType models.CategoryType, icon string, sortOrder int) (*models.Category, error) { c := &models.Category{} err := q.pool.QueryRow(ctx, `UPDATE categories SET name = $3, type = $4, icon = $5, sort_order = $6, updated_at = now() WHERE id = $1 AND user_id = $2 RETURNING id, user_id, name, type, icon, sort_order, created_at, updated_at`, id, userID, name, catType, icon, sortOrder, ).Scan(&c.ID, &c.UserID, &c.Name, &c.Type, &c.Icon, &c.SortOrder, &c.CreatedAt, &c.UpdatedAt) if err != nil { return nil, fmt.Errorf("updating category: %w", err) } return c, nil } func (q *Queries) DeleteCategory(ctx context.Context, id, userID uuid.UUID) error { _, err := q.pool.Exec(ctx, `DELETE FROM categories WHERE id = $1 AND user_id = $2`, id, userID, ) return err } // Budgets func (q *Queries) ListBudgets(ctx context.Context, userID uuid.UUID) ([]models.Budget, error) { rows, err := q.pool.Query(ctx, `SELECT id, user_id, name, start_date, end_date, currency, carryover_amount, created_at, updated_at FROM budgets WHERE user_id = $1 ORDER BY start_date DESC`, userID, ) if err != nil { return nil, fmt.Errorf("listing budgets: %w", err) } defer rows.Close() var budgets []models.Budget for rows.Next() { var b models.Budget if err := rows.Scan(&b.ID, &b.UserID, &b.Name, &b.StartDate, &b.EndDate, &b.Currency, &b.CarryoverAmount, &b.CreatedAt, &b.UpdatedAt); err != nil { return nil, fmt.Errorf("scanning budget: %w", err) } budgets = append(budgets, b) } return budgets, nil } func (q *Queries) CreateBudget(ctx context.Context, userID uuid.UUID, name string, startDate, endDate time.Time, currency string, carryover decimal.Decimal) (*models.Budget, error) { b := &models.Budget{} err := q.pool.QueryRow(ctx, `INSERT INTO budgets (user_id, name, start_date, end_date, currency, carryover_amount) VALUES ($1, $2, $3, $4, $5, $6) RETURNING id, user_id, name, start_date, end_date, currency, carryover_amount, created_at, updated_at`, userID, name, startDate, endDate, currency, carryover, ).Scan(&b.ID, &b.UserID, &b.Name, &b.StartDate, &b.EndDate, &b.Currency, &b.CarryoverAmount, &b.CreatedAt, &b.UpdatedAt) if err != nil { return nil, fmt.Errorf("creating budget: %w", err) } return b, nil } func (q *Queries) GetBudget(ctx context.Context, id, userID uuid.UUID) (*models.Budget, error) { b := &models.Budget{} err := q.pool.QueryRow(ctx, `SELECT id, user_id, name, start_date, end_date, currency, carryover_amount, created_at, updated_at FROM budgets WHERE id = $1 AND user_id = $2`, id, userID, ).Scan(&b.ID, &b.UserID, &b.Name, &b.StartDate, &b.EndDate, &b.Currency, &b.CarryoverAmount, &b.CreatedAt, &b.UpdatedAt) if err != nil { return nil, fmt.Errorf("getting budget: %w", err) } return b, nil } func (q *Queries) UpdateBudget(ctx context.Context, id, userID uuid.UUID, name string, startDate, endDate time.Time, currency string, carryover decimal.Decimal) (*models.Budget, error) { b := &models.Budget{} err := q.pool.QueryRow(ctx, `UPDATE budgets SET name = $3, start_date = $4, end_date = $5, currency = $6, carryover_amount = $7, updated_at = now() WHERE id = $1 AND user_id = $2 RETURNING id, user_id, name, start_date, end_date, currency, carryover_amount, created_at, updated_at`, id, userID, name, startDate, endDate, currency, carryover, ).Scan(&b.ID, &b.UserID, &b.Name, &b.StartDate, &b.EndDate, &b.Currency, &b.CarryoverAmount, &b.CreatedAt, &b.UpdatedAt) if err != nil { return nil, fmt.Errorf("updating budget: %w", err) } return b, nil } func (q *Queries) DeleteBudget(ctx context.Context, id, userID uuid.UUID) error { _, err := q.pool.Exec(ctx, `DELETE FROM budgets WHERE id = $1 AND user_id = $2`, id, userID, ) return err } func (q *Queries) GetBudgetWithItems(ctx context.Context, id, userID uuid.UUID) (*models.BudgetDetail, error) { budget, err := q.GetBudget(ctx, id, userID) if err != nil { return nil, err } rows, err := q.pool.Query(ctx, `SELECT bi.id, bi.budget_id, bi.category_id, c.name, c.type, bi.item_tier, bi.budgeted_amount, bi.actual_amount, bi.notes, bi.created_at, bi.updated_at FROM budget_items bi JOIN categories c ON c.id = bi.category_id WHERE bi.budget_id = $1 ORDER BY c.type, c.sort_order, c.name`, id, ) if err != nil { return nil, fmt.Errorf("listing budget items: %w", err) } defer rows.Close() var items []models.BudgetItem for rows.Next() { var i models.BudgetItem if err := rows.Scan(&i.ID, &i.BudgetID, &i.CategoryID, &i.CategoryName, &i.CategoryType, &i.ItemTier, &i.BudgetedAmount, &i.ActualAmount, &i.Notes, &i.CreatedAt, &i.UpdatedAt); err != nil { return nil, fmt.Errorf("scanning budget item: %w", err) } items = append(items, i) } totals := computeTotals(budget.CarryoverAmount, items) return &models.BudgetDetail{ Budget: *budget, Items: items, Totals: totals, }, nil } func computeTotals(carryover decimal.Decimal, items []models.BudgetItem) models.BudgetTotals { var t models.BudgetTotals for _, item := range items { switch item.CategoryType { case models.CategoryIncome: t.IncomeBudget = t.IncomeBudget.Add(item.BudgetedAmount) t.IncomeActual = t.IncomeActual.Add(item.ActualAmount) case models.CategoryBill: t.BillsBudget = t.BillsBudget.Add(item.BudgetedAmount) t.BillsActual = t.BillsActual.Add(item.ActualAmount) case models.CategoryVariableExpense: t.ExpensesBudget = t.ExpensesBudget.Add(item.BudgetedAmount) t.ExpensesActual = t.ExpensesActual.Add(item.ActualAmount) case models.CategoryDebt: t.DebtsBudget = t.DebtsBudget.Add(item.BudgetedAmount) t.DebtsActual = t.DebtsActual.Add(item.ActualAmount) case models.CategorySaving: t.SavingsBudget = t.SavingsBudget.Add(item.BudgetedAmount) t.SavingsActual = t.SavingsActual.Add(item.ActualAmount) case models.CategoryInvestment: t.InvestmentsBudget = t.InvestmentsBudget.Add(item.BudgetedAmount) t.InvestmentsActual = t.InvestmentsActual.Add(item.ActualAmount) } } t.Available = carryover.Add(t.IncomeActual). Sub(t.BillsActual). Sub(t.ExpensesActual). Sub(t.DebtsActual). Sub(t.SavingsActual). Sub(t.InvestmentsActual) return t } func (q *Queries) CopyBudgetItems(ctx context.Context, targetBudgetID, sourceBudgetID, userID uuid.UUID) error { // Verify both budgets belong to user if _, err := q.GetBudget(ctx, targetBudgetID, userID); err != nil { return err } if _, err := q.GetBudget(ctx, sourceBudgetID, userID); err != nil { return err } _, err := q.pool.Exec(ctx, `INSERT INTO budget_items (budget_id, category_id, item_tier, budgeted_amount, actual_amount, notes) SELECT $1, category_id, item_tier, budgeted_amount, 0, '' FROM budget_items WHERE budget_id = $2`, targetBudgetID, sourceBudgetID, ) return err } // Budget Items func (q *Queries) CreateBudgetItem(ctx context.Context, budgetID, categoryID uuid.UUID, budgeted, actual decimal.Decimal, notes string, itemTier models.ItemTier) (*models.BudgetItem, error) { if itemTier == "" { itemTier = models.ItemTierOneOff } i := &models.BudgetItem{} err := q.pool.QueryRow(ctx, `INSERT INTO budget_items (budget_id, category_id, item_tier, budgeted_amount, actual_amount, notes) VALUES ($1, $2, $3, $4, $5, $6) RETURNING id, budget_id, category_id, item_tier, budgeted_amount, actual_amount, notes, created_at, updated_at`, budgetID, categoryID, itemTier, budgeted, actual, notes, ).Scan(&i.ID, &i.BudgetID, &i.CategoryID, &i.ItemTier, &i.BudgetedAmount, &i.ActualAmount, &i.Notes, &i.CreatedAt, &i.UpdatedAt) if err != nil { return nil, fmt.Errorf("creating budget item: %w", err) } return i, nil } func (q *Queries) UpdateBudgetItem(ctx context.Context, id, budgetID uuid.UUID, budgeted, actual decimal.Decimal, notes string, itemTier models.ItemTier) (*models.BudgetItem, error) { i := &models.BudgetItem{} err := q.pool.QueryRow(ctx, `UPDATE budget_items SET budgeted_amount = $3, actual_amount = $4, notes = $5, item_tier = $6, updated_at = now() WHERE id = $1 AND budget_id = $2 RETURNING id, budget_id, category_id, item_tier, budgeted_amount, actual_amount, notes, created_at, updated_at`, id, budgetID, budgeted, actual, notes, itemTier, ).Scan(&i.ID, &i.BudgetID, &i.CategoryID, &i.ItemTier, &i.BudgetedAmount, &i.ActualAmount, &i.Notes, &i.CreatedAt, &i.UpdatedAt) if err != nil { return nil, fmt.Errorf("updating budget item: %w", err) } return i, nil } func (q *Queries) DeleteBudgetItem(ctx context.Context, id, budgetID uuid.UUID) error { _, err := q.pool.Exec(ctx, `DELETE FROM budget_items WHERE id = $1 AND budget_id = $2`, id, budgetID, ) return err } // Templates func (q *Queries) GetTemplate(ctx context.Context, userID uuid.UUID) (*models.TemplateDetail, error) { var t models.Template err := q.pool.QueryRow(ctx, `SELECT id, user_id, name, created_at, updated_at FROM templates WHERE user_id = $1`, userID, ).Scan(&t.ID, &t.UserID, &t.Name, &t.CreatedAt, &t.UpdatedAt) if err != nil { if err == pgx.ErrNoRows { return &models.TemplateDetail{Items: []models.TemplateItem{}}, nil } return nil, fmt.Errorf("getting template: %w", err) } rows, err := q.pool.Query(ctx, `SELECT ti.id, ti.template_id, ti.category_id, c.name, c.type, c.icon, ti.item_tier, ti.budgeted_amount, ti.sort_order, ti.created_at, ti.updated_at FROM template_items ti JOIN categories c ON c.id = ti.category_id WHERE ti.template_id = $1 ORDER BY ti.sort_order`, t.ID, ) if err != nil { return nil, fmt.Errorf("listing template items: %w", err) } defer rows.Close() items := []models.TemplateItem{} for rows.Next() { var i models.TemplateItem if err := rows.Scan(&i.ID, &i.TemplateID, &i.CategoryID, &i.CategoryName, &i.CategoryType, &i.CategoryIcon, &i.ItemTier, &i.BudgetedAmount, &i.SortOrder, &i.CreatedAt, &i.UpdatedAt); err != nil { return nil, fmt.Errorf("scanning template item: %w", err) } items = append(items, i) } return &models.TemplateDetail{Template: t, Items: items}, nil } func (q *Queries) UpdateTemplateName(ctx context.Context, userID uuid.UUID, name string) (*models.Template, error) { t := &models.Template{} err := q.pool.QueryRow(ctx, `UPDATE templates SET name = $2, updated_at = now() WHERE user_id = $1 RETURNING id, user_id, name, created_at, updated_at`, userID, name, ).Scan(&t.ID, &t.UserID, &t.Name, &t.CreatedAt, &t.UpdatedAt) if err != nil { if err == pgx.ErrNoRows { return nil, fmt.Errorf("no template exists for user") } return nil, fmt.Errorf("updating template name: %w", err) } return t, nil } func (q *Queries) CreateTemplateItem(ctx context.Context, userID, categoryID uuid.UUID, itemTier models.ItemTier, budgetedAmount *decimal.Decimal, sortOrder int) (*models.TemplateItem, error) { // Lazy create template if it doesn't exist var templateID uuid.UUID err := q.pool.QueryRow(ctx, `INSERT INTO templates (user_id) VALUES ($1) ON CONFLICT (user_id) DO UPDATE SET updated_at = now() RETURNING id`, userID, ).Scan(&templateID) if err != nil { return nil, fmt.Errorf("ensuring template exists: %w", err) } i := &models.TemplateItem{} err = q.pool.QueryRow(ctx, `INSERT INTO template_items (template_id, category_id, item_tier, budgeted_amount, sort_order) VALUES ($1, $2, $3, $4, $5) RETURNING id, template_id, category_id, item_tier, budgeted_amount, sort_order, created_at, updated_at`, templateID, categoryID, itemTier, budgetedAmount, sortOrder, ).Scan(&i.ID, &i.TemplateID, &i.CategoryID, &i.ItemTier, &i.BudgetedAmount, &i.SortOrder, &i.CreatedAt, &i.UpdatedAt) if err != nil { return nil, fmt.Errorf("creating template item: %w", err) } // Fetch category details err = q.pool.QueryRow(ctx, `SELECT name, type, icon FROM categories WHERE id = $1`, categoryID, ).Scan(&i.CategoryName, &i.CategoryType, &i.CategoryIcon) if err != nil { return nil, fmt.Errorf("fetching category for template item: %w", err) } return i, nil } func (q *Queries) UpdateTemplateItem(ctx context.Context, userID, itemID uuid.UUID, itemTier models.ItemTier, budgetedAmount *decimal.Decimal, sortOrder int) (*models.TemplateItem, error) { i := &models.TemplateItem{} err := q.pool.QueryRow(ctx, `UPDATE template_items SET item_tier = $3, budgeted_amount = $4, sort_order = $5, updated_at = now() WHERE id = $1 AND template_id = (SELECT id FROM templates WHERE user_id = $2) RETURNING id, template_id, category_id, item_tier, budgeted_amount, sort_order, created_at, updated_at`, itemID, userID, itemTier, budgetedAmount, sortOrder, ).Scan(&i.ID, &i.TemplateID, &i.CategoryID, &i.ItemTier, &i.BudgetedAmount, &i.SortOrder, &i.CreatedAt, &i.UpdatedAt) if err != nil { if err == pgx.ErrNoRows { return nil, fmt.Errorf("template item not found") } return nil, fmt.Errorf("updating template item: %w", err) } // Fetch category details err = q.pool.QueryRow(ctx, `SELECT name, type, icon FROM categories WHERE id = $1`, i.CategoryID, ).Scan(&i.CategoryName, &i.CategoryType, &i.CategoryIcon) if err != nil { return nil, fmt.Errorf("fetching category for template item: %w", err) } return i, nil } func (q *Queries) DeleteTemplateItem(ctx context.Context, userID, itemID uuid.UUID) error { _, err := q.pool.Exec(ctx, `DELETE FROM template_items WHERE id = $1 AND template_id = (SELECT id FROM templates WHERE user_id = $2)`, itemID, userID, ) return err } func (q *Queries) ReorderTemplateItems(ctx context.Context, userID uuid.UUID, itemOrders []struct { ID uuid.UUID SortOrder int }) error { tx, err := q.pool.Begin(ctx) if err != nil { return fmt.Errorf("beginning transaction: %w", err) } defer tx.Rollback(ctx) for _, order := range itemOrders { result, err := tx.Exec(ctx, `UPDATE template_items SET sort_order = $3, updated_at = now() WHERE id = $1 AND template_id = (SELECT id FROM templates WHERE user_id = $2)`, order.ID, userID, order.SortOrder, ) if err != nil { return fmt.Errorf("reordering template item %s: %w", order.ID, err) } if result.RowsAffected() == 0 { return fmt.Errorf("template item %s not found or not owned by user", order.ID) } } return tx.Commit(ctx) } // Quick Add Items func (q *Queries) ListQuickAddItems(ctx context.Context, userID uuid.UUID) ([]models.QuickAddItem, error) { rows, err := q.pool.Query(ctx, `SELECT id, user_id, name, icon, sort_order, created_at, updated_at FROM quick_add_items WHERE user_id = $1 ORDER BY sort_order, name`, userID, ) if err != nil { return nil, fmt.Errorf("listing quick add items: %w", err) } defer rows.Close() items := []models.QuickAddItem{} for rows.Next() { var i models.QuickAddItem if err := rows.Scan(&i.ID, &i.UserID, &i.Name, &i.Icon, &i.SortOrder, &i.CreatedAt, &i.UpdatedAt); err != nil { return nil, fmt.Errorf("scanning quick add item: %w", err) } items = append(items, i) } return items, nil } func (q *Queries) CreateQuickAddItem(ctx context.Context, userID uuid.UUID, name, icon string) (*models.QuickAddItem, error) { i := &models.QuickAddItem{} err := q.pool.QueryRow(ctx, `INSERT INTO quick_add_items (user_id, name, icon, sort_order) VALUES ($1, $2, $3, (SELECT COALESCE(MAX(sort_order), 0) + 1 FROM quick_add_items WHERE user_id = $1)) RETURNING id, user_id, name, icon, sort_order, created_at, updated_at`, userID, name, icon, ).Scan(&i.ID, &i.UserID, &i.Name, &i.Icon, &i.SortOrder, &i.CreatedAt, &i.UpdatedAt) if err != nil { return nil, fmt.Errorf("creating quick add item: %w", err) } return i, nil } func (q *Queries) UpdateQuickAddItem(ctx context.Context, id, userID uuid.UUID, name, icon string, sortOrder int) (*models.QuickAddItem, error) { i := &models.QuickAddItem{} err := q.pool.QueryRow(ctx, `UPDATE quick_add_items SET name = $3, icon = $4, sort_order = $5, updated_at = now() WHERE id = $1 AND user_id = $2 RETURNING id, user_id, name, icon, sort_order, created_at, updated_at`, id, userID, name, icon, sortOrder, ).Scan(&i.ID, &i.UserID, &i.Name, &i.Icon, &i.SortOrder, &i.CreatedAt, &i.UpdatedAt) if err != nil { if err == pgx.ErrNoRows { return nil, fmt.Errorf("quick add item not found") } return nil, fmt.Errorf("updating quick add item: %w", err) } return i, nil } func (q *Queries) DeleteQuickAddItem(ctx context.Context, id, userID uuid.UUID) error { _, err := q.pool.Exec(ctx, `DELETE FROM quick_add_items WHERE id = $1 AND user_id = $2`, id, userID, ) return err } var monthNamesEN = map[time.Month]string{ time.January: "January", time.February: "February", time.March: "March", time.April: "April", time.May: "May", time.June: "June", time.July: "July", time.August: "August", time.September: "September", time.October: "October", time.November: "November", time.December: "December", } var monthNamesDE = map[time.Month]string{ time.January: "Januar", time.February: "Februar", time.March: "März", time.April: "April", time.May: "Mai", time.June: "Juni", time.July: "Juli", time.August: "August", time.September: "September", time.October: "Oktober", time.November: "November", time.December: "Dezember", } func (q *Queries) GenerateBudgetFromTemplate(ctx context.Context, userID uuid.UUID, month string, currency string) (*models.BudgetDetail, error) { // Parse "2026-04" into a time parsed, err := time.Parse("2006-01", month) if err != nil { return nil, fmt.Errorf("invalid month format (expected YYYY-MM): %w", err) } startDate := time.Date(parsed.Year(), parsed.Month(), 1, 0, 0, 0, 0, time.UTC) // Last day of month: first day of next month minus 1 day endDate := startDate.AddDate(0, 1, 0).Add(-24 * time.Hour) tx, err := q.pool.Begin(ctx) if err != nil { return nil, fmt.Errorf("beginning transaction: %w", err) } defer tx.Rollback(ctx) // Check if budget already exists for this month var existingBudgetID uuid.UUID err = tx.QueryRow(ctx, `SELECT id FROM budgets WHERE user_id = $1 AND start_date <= $3 AND end_date >= $2`, userID, startDate, endDate, ).Scan(&existingBudgetID) if err == nil { return nil, &BudgetExistsError{ExistingBudgetID: existingBudgetID} } if err != pgx.ErrNoRows { return nil, fmt.Errorf("checking existing budget: %w", err) } // Get user's preferred locale var preferredLocale string err = tx.QueryRow(ctx, `SELECT preferred_locale FROM users WHERE id = $1`, userID).Scan(&preferredLocale) if err != nil { return nil, fmt.Errorf("getting user locale: %w", err) } // Build budget name var monthName string if preferredLocale == "de" { monthName = monthNamesDE[parsed.Month()] } else { monthName = monthNamesEN[parsed.Month()] } budgetName := fmt.Sprintf("%s %d", monthName, parsed.Year()) // Create budget var budget models.Budget err = tx.QueryRow(ctx, `INSERT INTO budgets (user_id, name, start_date, end_date, currency, carryover_amount) VALUES ($1, $2, $3, $4, $5, 0) RETURNING id, user_id, name, start_date, end_date, currency, carryover_amount, created_at, updated_at`, userID, budgetName, startDate, endDate, currency, ).Scan(&budget.ID, &budget.UserID, &budget.Name, &budget.StartDate, &budget.EndDate, &budget.Currency, &budget.CarryoverAmount, &budget.CreatedAt, &budget.UpdatedAt) if err != nil { return nil, fmt.Errorf("creating budget: %w", err) } // Get template items rows, err := tx.Query(ctx, `SELECT ti.category_id, ti.item_tier, ti.budgeted_amount FROM template_items ti JOIN templates t ON t.id = ti.template_id WHERE t.user_id = $1 ORDER BY ti.sort_order`, userID, ) if err != nil { return nil, fmt.Errorf("fetching template items: %w", err) } defer rows.Close() type templateRow struct { categoryID uuid.UUID itemTier models.ItemTier budgetedAmount *decimal.Decimal } var templateRows []templateRow for rows.Next() { var tr templateRow if err := rows.Scan(&tr.categoryID, &tr.itemTier, &tr.budgetedAmount); err != nil { return nil, fmt.Errorf("scanning template item: %w", err) } templateRows = append(templateRows, tr) } rows.Close() // Insert budget items from template for _, tr := range templateRows { var budgetedAmt decimal.Decimal if tr.itemTier == models.ItemTierFixed && tr.budgetedAmount != nil { budgetedAmt = *tr.budgetedAmount } _, err := tx.Exec(ctx, `INSERT INTO budget_items (budget_id, category_id, item_tier, budgeted_amount, actual_amount, notes) VALUES ($1, $2, $3, $4, 0, '')`, budget.ID, tr.categoryID, tr.itemTier, budgetedAmt, ) if err != nil { return nil, fmt.Errorf("inserting budget item from template: %w", err) } } if err := tx.Commit(ctx); err != nil { return nil, fmt.Errorf("committing transaction: %w", err) } // Return full BudgetDetail return q.GetBudgetWithItems(ctx, budget.ID, userID) }