BillTracker/routes/dataSources.js

211 lines
8.6 KiB
JavaScript

'use strict';
const router = require('express').Router();
const { getDb } = require('../db/database');
const { standardizeError } = require('../middleware/errorFormatter');
const { decorateDataSource, ensureManualDataSource } = require('../services/transactionService');
const { connectSimplefin, syncDataSource, disconnectDataSource } = require('../services/bankSyncService');
const { sanitizeErrorMessage } = require('../services/simplefinService');
const { getBankSyncConfig } = require('../services/bankSyncConfigService');
const VALID_TYPES = new Set(['manual', 'file_import', 'provider_sync']);
const VALID_STATUSES = new Set(['active', 'inactive', 'error']);
function cleanFilter(value) {
return typeof value === 'string' ? value.trim() : '';
}
function safeError(err, fallback) {
const msg = sanitizeErrorMessage(err?.message || fallback);
const status = typeof err?.status === 'number' ? err.status : 500;
return { msg, status };
}
// ─── GET /api/data-sources ────────────────────────────────────────────────────
router.get('/', (req, res) => {
const db = getDb();
ensureManualDataSource(db, req.user.id);
const type = cleanFilter(req.query.type);
const status = cleanFilter(req.query.status);
if (type && !VALID_TYPES.has(type)) return res.status(400).json(standardizeError('type must be manual, file_import, or provider_sync', 'VALIDATION_ERROR', 'type'));
if (status && !VALID_STATUSES.has(status)) return res.status(400).json(standardizeError('status must be active, inactive, or error', 'VALIDATION_ERROR', 'status'));
let query = `
SELECT
ds.id, ds.user_id, ds.type, ds.provider, ds.name, ds.status,
ds.config_json, ds.last_sync_at, ds.last_error, ds.created_at, ds.updated_at,
COUNT(DISTINCT fa.id) AS account_count,
COUNT(DISTINCT t.id) AS transaction_count
FROM data_sources ds
LEFT JOIN financial_accounts fa ON fa.data_source_id = ds.id AND fa.user_id = ds.user_id
LEFT JOIN transactions t ON t.data_source_id = ds.id AND t.user_id = ds.user_id
WHERE ds.user_id = ?
`;
const params = [req.user.id];
if (type) { query += ' AND ds.type = ?'; params.push(type); }
if (status) { query += ' AND ds.status = ?'; params.push(status); }
query += `
GROUP BY ds.id
ORDER BY
CASE WHEN ds.type = 'manual' THEN 0 ELSE 1 END,
ds.name COLLATE NOCASE ASC
`;
res.json(db.prepare(query).all(...params).map(decorateDataSource));
});
// ─── GET /api/data-sources/simplefin/status ──────────────────────────────────
router.get('/simplefin/status', (req, res) => {
const { enabled } = getBankSyncConfig();
res.json({ enabled });
});
// ─── POST /api/data-sources/simplefin/connect ────────────────────────────────
router.post('/simplefin/connect', async (req, res) => {
if (!getBankSyncConfig().enabled) {
return res.status(503).json(standardizeError('Bank sync is not enabled on this server', 'BANK_SYNC_DISABLED'));
}
const setupToken = typeof req.body?.setupToken === 'string' ? req.body.setupToken.trim() : '';
if (!setupToken) {
return res.status(400).json(standardizeError('setupToken is required', 'VALIDATION_ERROR', 'setupToken'));
}
try {
const db = getDb();
const result = await connectSimplefin(db, req.user.id, setupToken);
res.status(201).json(result);
} catch (err) {
const { msg, status } = safeError(err, 'Failed to connect SimpleFIN');
res.status(status).json(standardizeError(msg, err?.code || 'SIMPLEFIN_ERROR'));
}
});
// ─── GET /api/data-sources/:sourceId/accounts ────────────────────────────────
router.get('/:sourceId/accounts', (req, res) => {
const sourceId = parseInt(req.params.sourceId, 10);
if (!Number.isInteger(sourceId) || sourceId < 1) {
return res.status(400).json(standardizeError('Invalid data source id', 'VALIDATION_ERROR', 'sourceId'));
}
try {
const db = getDb();
const source = db.prepare('SELECT id FROM data_sources WHERE id = ? AND user_id = ?').get(sourceId, req.user.id);
if (!source) return res.status(404).json(standardizeError('Data source not found', 'NOT_FOUND'));
const accounts = db.prepare(`
SELECT
fa.id, fa.provider_account_id, fa.name, fa.org_name, fa.account_type,
fa.balance, fa.available_balance, fa.currency, fa.monitored,
fa.created_at, fa.updated_at,
COUNT(t.id) AS transaction_count
FROM financial_accounts fa
LEFT JOIN transactions t ON t.account_id = fa.id AND t.user_id = fa.user_id
WHERE fa.data_source_id = ? AND fa.user_id = ?
GROUP BY fa.id
ORDER BY fa.name COLLATE NOCASE ASC
`).all(sourceId, req.user.id);
const txStmt = db.prepare(`
SELECT id, posted_date, transacted_at, amount, currency, payee, description, memo, match_status, ignored
FROM transactions
WHERE account_id = ? AND user_id = ?
ORDER BY COALESCE(posted_date, substr(transacted_at, 1, 10), created_at) DESC, id DESC
LIMIT 50
`);
const result = accounts.map(acc => ({
...acc,
monitored: acc.monitored === 1,
transactions: txStmt.all(acc.id, req.user.id),
}));
res.json(result);
} catch (err) {
res.status(500).json(standardizeError(err.message || 'Failed to load accounts', 'DB_ERROR'));
}
});
// ─── PUT /api/data-sources/:sourceId/accounts/:accountId ─────────────────────
router.put('/:sourceId/accounts/:accountId', (req, res) => {
const sourceId = parseInt(req.params.sourceId, 10);
const accountId = parseInt(req.params.accountId, 10);
if (!Number.isInteger(sourceId) || sourceId < 1 || !Number.isInteger(accountId) || accountId < 1) {
return res.status(400).json(standardizeError('Invalid id', 'VALIDATION_ERROR'));
}
if (typeof req.body?.monitored !== 'boolean') {
return res.status(400).json(standardizeError('monitored must be a boolean', 'VALIDATION_ERROR', 'monitored'));
}
try {
const db = getDb();
const result = db.prepare(`
UPDATE financial_accounts
SET monitored = ?, updated_at = datetime('now')
WHERE id = ? AND data_source_id = ? AND user_id = ?
`).run(req.body.monitored ? 1 : 0, accountId, sourceId, req.user.id);
if (result.changes === 0) return res.status(404).json(standardizeError('Account not found', 'NOT_FOUND'));
const account = db.prepare('SELECT id, name, monitored FROM financial_accounts WHERE id = ?').get(accountId);
res.json({ ...account, monitored: account.monitored === 1 });
} catch (err) {
res.status(500).json(standardizeError(err.message || 'Failed to update account', 'DB_ERROR'));
}
});
// ─── POST /api/data-sources/:id/sync ─────────────────────────────────────────
router.post('/:id/sync', async (req, res) => {
if (!getBankSyncConfig().enabled) {
return res.status(503).json(standardizeError('Bank sync is not enabled on this server', 'BANK_SYNC_DISABLED'));
}
const id = parseInt(req.params.id, 10);
if (!Number.isInteger(id) || id < 1) {
return res.status(400).json(standardizeError('Invalid data source id', 'VALIDATION_ERROR', 'id'));
}
try {
const db = getDb();
const result = await syncDataSource(db, req.user.id, id);
res.json(result);
} catch (err) {
const { msg, status } = safeError(err, 'Sync failed');
res.status(status).json(standardizeError(msg, err?.code || 'SIMPLEFIN_ERROR'));
}
});
// ─── DELETE /api/data-sources/:id ────────────────────────────────────────────
router.delete('/:id', (req, res) => {
if (!getBankSyncConfig().enabled) {
return res.status(503).json(standardizeError('Bank sync is not enabled on this server', 'BANK_SYNC_DISABLED'));
}
const id = parseInt(req.params.id, 10);
if (!Number.isInteger(id) || id < 1) {
return res.status(400).json(standardizeError('Invalid data source id', 'VALIDATION_ERROR', 'id'));
}
try {
disconnectDataSource(getDb(), req.user.id, id);
res.json({ ok: true });
} catch (err) {
const { msg, status } = safeError(err, 'Failed to disconnect');
res.status(status).json(standardizeError(msg, err?.code || 'DISCONNECT_ERROR'));
}
});
module.exports = router;