- Add get_status() SQL and /api/status route; load stale state on login - Replace polling with immediate client-side stale tracking via callbacks - Amber status bar with per-item Generate buttons for sources and stacks - Pivot: add stack selector to view any dfv.stack view via Perspective - Stack views: DROP CASCADE, add id to source views, per-source balance columns - net_balance = sum(all amounts) + total_offset guarantees chase+dcard=net per row - CLAUDE.md: document correct dedup spec (within-batch duplicates always allowed) Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
129 lines
5.5 KiB
JavaScript
129 lines
5.5 KiB
JavaScript
/**
|
|
* Stacks Routes
|
|
* Named unions of multiple sources with field mappings and running balance
|
|
*/
|
|
|
|
const express = require('express');
|
|
const { lit } = require('../lib/sql');
|
|
|
|
module.exports = (pool) => {
|
|
const router = express.Router();
|
|
|
|
// List all stacks
|
|
router.get('/', async (req, res, next) => {
|
|
try {
|
|
const result = await pool.query('SELECT * FROM list_stacks()');
|
|
res.json(result.rows);
|
|
} catch (err) { next(err); }
|
|
});
|
|
|
|
// Get single stack with sources
|
|
router.get('/:name', async (req, res, next) => {
|
|
try {
|
|
const result = await pool.query(`SELECT * FROM get_stack(${lit(req.params.name)})`);
|
|
if (!result.rows.length) return res.status(404).json({ error: 'Stack not found' });
|
|
res.json(result.rows[0]);
|
|
} catch (err) { next(err); }
|
|
});
|
|
|
|
// Create stack
|
|
router.post('/', async (req, res, next) => {
|
|
try {
|
|
const { name, label, fields, amount_field, date_field, balance_offset } = req.body;
|
|
if (!name) return res.status(400).json({ error: 'name is required' });
|
|
const result = await pool.query(
|
|
`SELECT * FROM create_stack(${lit(name)}, ${lit(label || null)}, ${lit(JSON.stringify(fields || []))}, ${lit(amount_field || null)}, ${lit(date_field || null)}, ${lit(balance_offset ?? 0)})`
|
|
);
|
|
res.status(201).json(result.rows[0]);
|
|
} catch (err) {
|
|
if (err.code === '23505') return res.status(409).json({ error: 'Stack already exists' });
|
|
next(err);
|
|
}
|
|
});
|
|
|
|
// Update stack
|
|
router.put('/:name', async (req, res, next) => {
|
|
try {
|
|
const { label, fields, amount_field, date_field, balance_offset } = req.body;
|
|
const n = v => v !== undefined ? lit(v) : 'NULL';
|
|
const f = v => v !== undefined ? lit(JSON.stringify(v)) : 'NULL';
|
|
const result = await pool.query(
|
|
`SELECT * FROM update_stack(${lit(req.params.name)}, ${n(label)}, ${f(fields)}, ${n(amount_field)}, ${n(date_field)}, ${n(balance_offset)})`
|
|
);
|
|
if (!result.rows.length) return res.status(404).json({ error: 'Stack not found' });
|
|
res.json(result.rows[0]);
|
|
} catch (err) { next(err); }
|
|
});
|
|
|
|
// Delete stack
|
|
router.delete('/:name', async (req, res, next) => {
|
|
try {
|
|
const result = await pool.query(`SELECT * FROM delete_stack(${lit(req.params.name)})`);
|
|
if (!result.rows.length) return res.status(404).json({ error: 'Stack not found' });
|
|
res.json({ success: true, deleted: req.params.name });
|
|
} catch (err) { next(err); }
|
|
});
|
|
|
|
// Add or update a source in a stack
|
|
router.put('/:name/sources/:source', async (req, res, next) => {
|
|
try {
|
|
const { field_map, amount_sign, balance_offset, amount_field, date_field } = req.body;
|
|
const n = v => v != null ? lit(v) : 'NULL';
|
|
const result = await pool.query(
|
|
`SELECT * FROM upsert_stack_source(${lit(req.params.name)}, ${lit(req.params.source)}, ${lit(JSON.stringify(field_map || {}))}, ${lit(amount_sign ?? 1)}, ${lit(balance_offset ?? 0)}, ${n(amount_field)}, ${n(date_field)})`
|
|
);
|
|
res.json(result.rows[0]);
|
|
} catch (err) {
|
|
if (err.code === '23503') return res.status(404).json({ error: 'Stack or source not found' });
|
|
next(err);
|
|
}
|
|
});
|
|
|
|
// Remove a source from a stack
|
|
router.delete('/:name/sources/:source', async (req, res, next) => {
|
|
try {
|
|
const result = await pool.query(
|
|
`SELECT * FROM remove_stack_source(${lit(req.params.name)}, ${lit(req.params.source)})`
|
|
);
|
|
if (!result.rows.length) return res.status(404).json({ error: 'Source not in stack' });
|
|
res.json({ success: true, removed: req.params.source });
|
|
} catch (err) { next(err); }
|
|
});
|
|
|
|
// Get current running balance from the generated view
|
|
router.get('/:name/balance', async (req, res, next) => {
|
|
try {
|
|
const result = await pool.query(`SELECT get_stack_balance(${lit(req.params.name)}) AS result`);
|
|
res.json(result.rows[0].result);
|
|
} catch (err) { next(err); }
|
|
});
|
|
|
|
// Generate / refresh the dfv view
|
|
router.post('/:name/view', async (req, res, next) => {
|
|
try {
|
|
const result = await pool.query(`SELECT generate_stack_view(${lit(req.params.name)}) AS result`);
|
|
const data = result.rows[0].result;
|
|
if (data && data.success) {
|
|
await pool.query(`UPDATE dataflow.stacks SET view_generated_at = NOW() WHERE name = ${lit(req.params.name)}`);
|
|
}
|
|
res.json(data);
|
|
} catch (err) { next(err); }
|
|
});
|
|
|
|
// Calibrate balance offset given a known good balance at a specific date
|
|
router.post('/:name/calibrate', async (req, res, next) => {
|
|
try {
|
|
const { as_of_date, known_balance, source_name } = req.body;
|
|
if (!as_of_date || known_balance === undefined) {
|
|
return res.status(400).json({ error: 'as_of_date and known_balance are required' });
|
|
}
|
|
const result = await pool.query(
|
|
`SELECT calibrate_balance(${lit(req.params.name)}, ${source_name ? lit(source_name) : 'NULL'}, ${lit(as_of_date)}::date, ${lit(known_balance)}::numeric) AS result`
|
|
);
|
|
res.json(result.rows[0].result);
|
|
} catch (err) { next(err); }
|
|
});
|
|
|
|
return router;
|
|
};
|