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server.js
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371 lines (328 loc) · 12.5 KB
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require('dotenv').config();
const express = require('express');
const cors = require('cors');
const multer = require('multer');
const { parse } = require('csv-parse');
const { stringify } = require('csv-stringify');
const db = require('./db/jsonStore');
const { getMonthContext, getComparisonContext, getCategoryList } = require('./services/aiDataService');
const { generateMonthlySummary, answerFinanceQuestion, suggestCategory } = require('./services/geminiClient');
const app = express();
const port = process.env.PORT || 3000;
app.use(cors());
app.use(express.json());
app.use(express.static('public'));
// Helper to generate IDs
const generateId = () => Math.random().toString(36).substr(2, 9);
// AI endpoints
app.post('/api/ai/summary', async (req, res) => {
const { month } = req.body || {};
if (!month) {
return res.status(400).json({ error: 'Month is required.' });
}
try {
const context = await getMonthContext(month);
if (!context || !context.hasData) {
return res.status(404).json({ message: 'No transactions found for this month. Add some data first.' });
}
console.log('[AI][summary] Context snapshot:', {
month,
totalsByType: context?.summaryPayload?.totalsByType,
budgetCount: context?.summaryPayload?.budgets?.length,
topCategories: context?.summaryPayload?.topCategories?.map(cat => ({
categoryName: cat.categoryName,
spend: cat.totals?.spend
}))
});
const summary = await generateMonthlySummary(context);
res.json({ summary, month, generatedAt: new Date().toISOString() });
} catch (err) {
console.error('AI summary error:', err.message || err);
res.status(500).json({ error: 'Failed to generate AI summary. Please try again later.' });
}
});
app.post('/api/ai/ask', async (req, res) => {
const { month, question } = req.body || {};
const sanitizedQuestion = typeof question === 'string' ? question.trim() : '';
if (!month) {
return res.status(400).json({ error: 'Month is required.' });
}
if (!sanitizedQuestion) {
return res.status(400).json({ error: 'A question is required.' });
}
try {
const context = await getComparisonContext(month);
const hasData = (context.current && context.current.hasData) || (context.previous && context.previous.hasData);
if (!hasData) {
return res.status(404).json({ message: 'Not enough data to answer yet. Add some transactions first.' });
}
console.log('[AI][ask] Incoming question:', {
month,
question: sanitizedQuestion,
currentTotals: context.current?.totalsByType,
previousTotals: context.previous?.totalsByType
});
const answer = await answerFinanceQuestion(sanitizedQuestion, context);
res.json({
answer,
month: context.current?.month,
previousMonth: context.previous?.month,
generatedAt: new Date().toISOString()
});
} catch (err) {
console.error('AI ask error:', err.message || err);
res.status(500).json({ error: 'Failed to answer the question. Please try again later.' });
}
});
app.post('/api/ai/suggest-category', async (req, res) => {
const { note, categories } = req.body || {};
if (!note || !note.trim()) {
return res.status(400).json({ error: 'A note/description is required.' });
}
try {
const availableCategories = Array.isArray(categories) && categories.length
? categories
: await getCategoryList();
if (!availableCategories.length) {
return res.status(400).json({ error: 'No categories available to match.' });
}
const categoryId = await suggestCategory(note, availableCategories);
res.json({ categoryId });
} catch (err) {
console.error('AI suggest category error:', err.message || err);
res.status(500).json({ error: 'Failed to suggest a category. Please try again later.' });
}
});
// Endpoints for transactions
app.get('/api/entries', async (req, res) => {
try {
const { month } = req.query;
const transactions = await db.readJson('transactions.json') || [];
if (month) {
return res.json(transactions.filter(t => t.date.startsWith(month)));
}
res.json(transactions);
} catch (err) {
res.status(500).json({ error: err.message });
}
});
app.post('/api/entries', async (req, res) => {
try {
const entry = {
id: generateId(),
...req.body,
createdAt: new Date().toISOString()
};
await db.appendToArray('transactions.json', [entry]);
res.status(201).json(entry);
} catch (err) {
res.status(500).json({ error: err.message });
}
});
app.put('/api/entries/:id', async (req, res) => {
try {
const updated = await db.updateById('transactions.json', req.params.id, req.body);
res.json(updated);
} catch (err) {
res.status(500).json({ error: err.message });
}
});
app.delete('/api/entries/:id', async (req, res) => {
try {
await db.deleteById('transactions.json', req.params.id);
res.status(204).send();
} catch (err) {
res.status(500).json({ error: err.message });
}
});
// Endpoints for accounts
app.get('/api/accounts', async (req, res) => {
try {
const accounts = await db.readJson('accounts.json') || [];
res.json(accounts);
} catch (err) {
res.status(500).json({ error: err.message });
}
});
app.post('/api/accounts', async (req, res) => {
try {
const account = {
id: generateId(),
...req.body
};
await db.appendToArray('accounts.json', [account]);
res.status(201).json(account);
} catch (err) {
res.status(500).json({ error: err.message });
}
});
app.put('/api/accounts/:id', async (req, res) => {
try {
const updated = await db.updateById('accounts.json', req.params.id, req.body);
res.json(updated);
} catch (err) {
res.status(500).json({ error: err.message });
}
});
app.delete('/api/accounts/:id', async (req, res) => {
try {
await db.deleteById('accounts.json', req.params.id);
res.status(204).send();
} catch (err) {
res.status(500).json({ error: err.message });
}
});
// Endpoints for budgets
app.get('/api/budgets/:month', async (req, res) => {
try {
const budgets = await db.readJson('budgets.json') || {};
res.json(budgets[req.params.month] || {});
} catch (err) {
res.status(500).json({ error: err.message });
}
});
app.post('/api/budgets/:month', async (req, res) => {
try {
const budgets = await db.readJson('budgets.json') || {};
budgets[req.params.month] = req.body;
await db.writeJson('budgets.json', budgets);
res.json(budgets[req.params.month]);
} catch (err) {
res.status(500).json({ error: err.message });
}
});
// Endpoints for categories
app.get('/api/categories', async (req, res) => {
try {
const categories = await db.readJson('categories.json') || [];
res.json(categories);
} catch (err) {
res.status(500).json({ error: err.message });
}
});
app.post('/api/categories', async (req, res) => {
try {
const category = {
id: generateId(),
...req.body
};
await db.appendToArray('categories.json', [category]);
res.status(201).json(category);
} catch (err) {
res.status(500).json({ error: err.message });
}
});
app.put('/api/categories/:id', async (req, res) => {
try {
const updated = await db.updateById('categories.json', req.params.id, req.body);
res.json(updated);
} catch (err) {
res.status(500).json({ error: err.message });
}
});
app.delete('/api/categories/:id', async (req, res) => {
try {
await db.deleteById('categories.json', req.params.id);
res.status(204).send();
} catch (err) {
res.status(500).json({ error: err.message });
}
});
// Endpoints for meta data
app.get('/api/meta/:month', async (req, res) => {
try {
const meta = await db.readJson('meta.json') || {};
res.json(meta[req.params.month] || {});
} catch (err) {
res.status(500).json({ error: err.message });
}
});
app.post('/api/meta/:month', async (req, res) => {
try {
const meta = await db.readJson('meta.json') || {};
meta[req.params.month] = req.body;
await db.writeJson('meta.json', meta);
res.json(meta[req.params.month]);
} catch (err) {
res.status(500).json({ error: err.message });
}
});
// CSV Import/Export
const upload = multer({ storage: multer.memoryStorage() });
app.post('/api/import', upload.single('file'), async (req, res) => {
try {
const records = [];
const parser = parse({ columns: true, skip_empty_lines: true });
parser.on('readable', function() {
let record;
while ((record = parser.read()) !== null) {
records.push({
id: generateId(),
...record,
createdAt: new Date().toISOString()
});
}
});
parser.on('end', async function() {
await db.appendToArray('transactions.json', records);
res.json({ message: `Imported ${records.length} entries` });
});
parser.write(req.file.buffer.toString());
parser.end();
} catch (err) {
res.status(500).json({ error: err.message });
}
});
app.get('/api/export', async (req, res) => {
try {
const transactions = await db.readJson('transactions.json') || [];
stringify(transactions, { header: true }, (err, output) => {
if (err) throw err;
res.setHeader('Content-Type', 'text/csv');
res.setHeader('Content-Disposition', 'attachment; filename=transactions-export.csv');
res.send(output);
});
} catch (err) {
res.status(500).json({ error: err.message });
}
});
// Initialize default data if not exists
async function initializeDefaultData() {
// Default categories
const defaultCategories = [
{ id: generateId(), name: 'Cat', color: '#FF6B6B' },
{ id: generateId(), name: 'Uber', color: '#4ECDC4' },
{ id: generateId(), name: 'Grocery', color: '#45B7D1' },
{ id: generateId(), name: 'Restaurant', color: '#96CEB4' },
{ id: generateId(), name: 'Shopping', color: '#FFEEAD' },
{ id: generateId(), name: 'Mobile Bill', color: '#D4A5A5' },
{ id: generateId(), name: 'Tenant Insurance', color: '#9799BA' },
{ id: generateId(), name: 'Miscellaneous', color: '#A8E6CE' },
{ id: generateId(), name: 'TTC', color: '#FF8C94' },
{ id: generateId(), name: 'Gym', color: '#A8E6CF' }
];
// Default accounts
const defaultAccounts = [
{ id: generateId(), name: 'Cash in hand', currency: 'CAD', classification: 'cash', balances: {} },
{ id: generateId(), name: 'Scotiabank checking', currency: 'CAD', classification: 'savings', balances: {} },
{ id: generateId(), name: 'Wealthsimple checking', currency: 'CAD', classification: 'savings', balances: {} },
{ id: generateId(), name: 'Wealthsimple TFSA', currency: 'CAD', classification: 'investment', balances: {} },
{ id: generateId(), name: 'Wealthsimple RRSP', currency: 'CAD', classification: 'investment', balances: {} },
{ id: generateId(), name: 'Wealthsimple FHSA', currency: 'CAD', classification: 'investment', balances: {} },
{ id: generateId(), name: 'Wealthsimple Crypto', currency: 'CAD', classification: 'investment', balances: {} },
{ id: generateId(), name: 'Zerodha', currency: 'INR→CAD', classification: 'investment', balances: {} },
{ id: generateId(), name: 'Coin', currency: 'INR→CAD', classification: 'investment', balances: {} }
];
if (!(await db.readJson('categories.json'))) {
await db.writeJson('categories.json', defaultCategories);
}
if (!(await db.readJson('accounts.json'))) {
await db.writeJson('accounts.json', defaultAccounts);
}
}
// Initialize data and start server
initializeDefaultData().then(() => {
app.listen(port, () => {
console.log(`Server running at http://localhost:${port}`);
});
}).catch(console.error);