Index: backend/src/main/java/com/trekr/backend/controller/FinanceController.java =================================================================== --- backend/src/main/java/com/trekr/backend/controller/FinanceController.java (revision 8449b9cc520ba82bb2945db031d4b9973a038e59) +++ backend/src/main/java/com/trekr/backend/controller/FinanceController.java (revision 8449b9cc520ba82bb2945db031d4b9973a038e59) @@ -0,0 +1,72 @@ +package com.trekr.backend.controller; + +import com.trekr.backend.dto.finance.CreateIncomeRequest; +import com.trekr.backend.dto.finance.FinanceProfileResponse; +import com.trekr.backend.dto.finance.FinanceStartRequest; +import com.trekr.backend.dto.finance.IncomeDto; +import com.trekr.backend.dto.finance.IncomesResponse; +import com.trekr.backend.dto.finance.TrackingStatusResponse; +import com.trekr.backend.security.UserPrincipal; +import com.trekr.backend.service.FinanceService; +import jakarta.validation.Valid; +import org.springframework.http.HttpStatus; +import org.springframework.security.core.Authentication; +import org.springframework.web.bind.annotation.*; + +@RestController +@RequestMapping("/api/finance") +public class FinanceController { + + private final FinanceService financeService; + + public FinanceController(FinanceService financeService) { + this.financeService = financeService; + } + + @GetMapping("/status") + public TrackingStatusResponse status(Authentication authentication) { + UserPrincipal principal = (UserPrincipal) authentication.getPrincipal(); + boolean tracking = financeService.isTracking(principal.getUserId()); + return new TrackingStatusResponse(tracking); + } + + @PostMapping("/start") + @ResponseStatus(HttpStatus.CREATED) + public TrackingStatusResponse start(@Valid @RequestBody FinanceStartRequest request, + Authentication authentication) { + UserPrincipal principal = (UserPrincipal) authentication.getPrincipal(); + financeService.startOrUpdateTracking(principal.getUserId(), request); + return new TrackingStatusResponse(true); + } + + @GetMapping("/profile") + public FinanceProfileResponse profile(Authentication authentication) { + UserPrincipal principal = (UserPrincipal) authentication.getPrincipal(); + return financeService.getProfile(principal.getUserId()); + } + + @GetMapping("/incomes") + public IncomesResponse incomes( + @RequestParam(defaultValue = "0") int page, + @RequestParam(defaultValue = "5") int size, + Authentication authentication) { + if (size < 1) + size = 5; + if (size > 50) + size = 50; + if (page < 0) + page = 0; + + UserPrincipal principal = (UserPrincipal) authentication.getPrincipal(); + return financeService.getIncomes(principal.getUserId(), page, size); + } + + @PostMapping("/incomes") + @ResponseStatus(HttpStatus.CREATED) + public IncomeDto createIncome(@Valid @RequestBody CreateIncomeRequest request, + Authentication authentication) { + UserPrincipal principal = (UserPrincipal) authentication.getPrincipal(); + return financeService.createIncome(principal.getUserId(), request); + } +} + Index: backend/src/main/java/com/trekr/backend/dto/finance/CreateIncomeRequest.java =================================================================== --- backend/src/main/java/com/trekr/backend/dto/finance/CreateIncomeRequest.java (revision 8449b9cc520ba82bb2945db031d4b9973a038e59) +++ backend/src/main/java/com/trekr/backend/dto/finance/CreateIncomeRequest.java (revision 8449b9cc520ba82bb2945db031d4b9973a038e59) @@ -0,0 +1,35 @@ +package com.trekr.backend.dto.finance; + +import jakarta.validation.constraints.NotNull; + +import java.math.BigDecimal; +import java.time.LocalDate; + +public class CreateIncomeRequest { + + @NotNull + private LocalDate date; + + @NotNull + private BigDecimal amount; + + public CreateIncomeRequest() { + } + + public LocalDate getDate() { + return date; + } + + public void setDate(LocalDate date) { + this.date = date; + } + + public BigDecimal getAmount() { + return amount; + } + + public void setAmount(BigDecimal amount) { + this.amount = amount; + } +} + Index: backend/src/main/java/com/trekr/backend/dto/finance/FinanceProfileResponse.java =================================================================== --- backend/src/main/java/com/trekr/backend/dto/finance/FinanceProfileResponse.java (revision 8449b9cc520ba82bb2945db031d4b9973a038e59) +++ backend/src/main/java/com/trekr/backend/dto/finance/FinanceProfileResponse.java (revision 8449b9cc520ba82bb2945db031d4b9973a038e59) @@ -0,0 +1,12 @@ +package com.trekr.backend.dto.finance; + +import java.math.BigDecimal; + +public record FinanceProfileResponse( + BigDecimal spendingBudget, + BigDecimal savingBudget, + BigDecimal investingBudget, + BigDecimal donationBudget, + BigDecimal credit) { +} + Index: backend/src/main/java/com/trekr/backend/dto/finance/FinanceStartRequest.java =================================================================== --- backend/src/main/java/com/trekr/backend/dto/finance/FinanceStartRequest.java (revision 8449b9cc520ba82bb2945db031d4b9973a038e59) +++ backend/src/main/java/com/trekr/backend/dto/finance/FinanceStartRequest.java (revision 8449b9cc520ba82bb2945db031d4b9973a038e59) @@ -0,0 +1,67 @@ +package com.trekr.backend.dto.finance; + +import jakarta.validation.constraints.NotNull; + +import java.math.BigDecimal; + +public class FinanceStartRequest { + + @NotNull + private BigDecimal spendingBudget; + + @NotNull + private BigDecimal savingBudget; + + @NotNull + private BigDecimal investingBudget; + + @NotNull + private BigDecimal donationBudget; + + @NotNull + private BigDecimal credit; + + public FinanceStartRequest() { + } + + public BigDecimal getSpendingBudget() { + return spendingBudget; + } + + public void setSpendingBudget(BigDecimal spendingBudget) { + this.spendingBudget = spendingBudget; + } + + public BigDecimal getSavingBudget() { + return savingBudget; + } + + public void setSavingBudget(BigDecimal savingBudget) { + this.savingBudget = savingBudget; + } + + public BigDecimal getInvestingBudget() { + return investingBudget; + } + + public void setInvestingBudget(BigDecimal investingBudget) { + this.investingBudget = investingBudget; + } + + public BigDecimal getDonationBudget() { + return donationBudget; + } + + public void setDonationBudget(BigDecimal donationBudget) { + this.donationBudget = donationBudget; + } + + public BigDecimal getCredit() { + return credit; + } + + public void setCredit(BigDecimal credit) { + this.credit = credit; + } +} + Index: backend/src/main/java/com/trekr/backend/dto/finance/IncomeDto.java =================================================================== --- backend/src/main/java/com/trekr/backend/dto/finance/IncomeDto.java (revision 8449b9cc520ba82bb2945db031d4b9973a038e59) +++ backend/src/main/java/com/trekr/backend/dto/finance/IncomeDto.java (revision 8449b9cc520ba82bb2945db031d4b9973a038e59) @@ -0,0 +1,11 @@ +package com.trekr.backend.dto.finance; + +import java.math.BigDecimal; +import java.time.LocalDate; + +public record IncomeDto( + Long incomeId, + LocalDate date, + BigDecimal amount) { +} + Index: backend/src/main/java/com/trekr/backend/dto/finance/IncomesResponse.java =================================================================== --- backend/src/main/java/com/trekr/backend/dto/finance/IncomesResponse.java (revision 8449b9cc520ba82bb2945db031d4b9973a038e59) +++ backend/src/main/java/com/trekr/backend/dto/finance/IncomesResponse.java (revision 8449b9cc520ba82bb2945db031d4b9973a038e59) @@ -0,0 +1,7 @@ +package com.trekr.backend.dto.finance; + +import java.util.List; + +public record IncomesResponse(List incomes, boolean hasMore) { +} + Index: backend/src/main/java/com/trekr/backend/dto/finance/TrackingStatusResponse.java =================================================================== --- backend/src/main/java/com/trekr/backend/dto/finance/TrackingStatusResponse.java (revision 8449b9cc520ba82bb2945db031d4b9973a038e59) +++ backend/src/main/java/com/trekr/backend/dto/finance/TrackingStatusResponse.java (revision 8449b9cc520ba82bb2945db031d4b9973a038e59) @@ -0,0 +1,5 @@ +package com.trekr.backend.dto.finance; + +public record TrackingStatusResponse(boolean tracking) { +} + Index: backend/src/main/java/com/trekr/backend/repository/FinanceUserRepository.java =================================================================== --- backend/src/main/java/com/trekr/backend/repository/FinanceUserRepository.java (revision 8449b9cc520ba82bb2945db031d4b9973a038e59) +++ backend/src/main/java/com/trekr/backend/repository/FinanceUserRepository.java (revision 8449b9cc520ba82bb2945db031d4b9973a038e59) @@ -0,0 +1,8 @@ +package com.trekr.backend.repository; + +import com.trekr.backend.entity.finance.FinanceUser; +import org.springframework.data.jpa.repository.JpaRepository; + +public interface FinanceUserRepository extends JpaRepository { +} + Index: backend/src/main/java/com/trekr/backend/repository/IncomeRepository.java =================================================================== --- backend/src/main/java/com/trekr/backend/repository/IncomeRepository.java (revision 8449b9cc520ba82bb2945db031d4b9973a038e59) +++ backend/src/main/java/com/trekr/backend/repository/IncomeRepository.java (revision 8449b9cc520ba82bb2945db031d4b9973a038e59) @@ -0,0 +1,12 @@ +package com.trekr.backend.repository; + +import com.trekr.backend.entity.finance.Income; +import org.springframework.data.domain.Page; +import org.springframework.data.domain.Pageable; +import org.springframework.data.jpa.repository.JpaRepository; + +public interface IncomeRepository extends JpaRepository { + + Page findByFinanceUser_UserIdOrderByDateDescIncomeIdDesc(Long userId, Pageable pageable); +} + Index: backend/src/main/java/com/trekr/backend/service/FinanceService.java =================================================================== --- backend/src/main/java/com/trekr/backend/service/FinanceService.java (revision 8449b9cc520ba82bb2945db031d4b9973a038e59) +++ backend/src/main/java/com/trekr/backend/service/FinanceService.java (revision 8449b9cc520ba82bb2945db031d4b9973a038e59) @@ -0,0 +1,157 @@ +package com.trekr.backend.service; + +import com.trekr.backend.dto.finance.CreateIncomeRequest; +import com.trekr.backend.dto.finance.FinanceProfileResponse; +import com.trekr.backend.dto.finance.FinanceStartRequest; +import com.trekr.backend.dto.finance.IncomeDto; +import com.trekr.backend.dto.finance.IncomesResponse; +import com.trekr.backend.entity.User; +import com.trekr.backend.entity.finance.FinanceUser; +import com.trekr.backend.entity.finance.Income; +import com.trekr.backend.repository.FinanceUserRepository; +import com.trekr.backend.repository.IncomeRepository; +import com.trekr.backend.repository.UserRepository; +import org.springframework.data.domain.Page; +import org.springframework.data.domain.PageRequest; +import org.springframework.stereotype.Service; +import org.springframework.transaction.annotation.Transactional; + +import java.math.BigDecimal; +import java.math.RoundingMode; +import java.time.LocalDate; +import java.util.List; + +@Service +public class FinanceService { + + private final FinanceUserRepository financeUserRepository; + private final IncomeRepository incomeRepository; + private final UserRepository userRepository; + + public FinanceService( + FinanceUserRepository financeUserRepository, + IncomeRepository incomeRepository, + UserRepository userRepository) { + this.financeUserRepository = financeUserRepository; + this.incomeRepository = incomeRepository; + this.userRepository = userRepository; + } + + public boolean isTracking(Long userId) { + return financeUserRepository.existsById(userId); + } + + @Transactional + public void startOrUpdateTracking(Long userId, FinanceStartRequest request) { + FinanceUser financeUser = financeUserRepository.findById(userId).orElse(null); + if (financeUser == null) { + User user = userRepository.findById(userId) + .orElseThrow(() -> new RuntimeException("User not found")); + financeUser = new FinanceUser(); + financeUser.setUser(user); + } + + BigDecimal spending = normalizePercent(request.getSpendingBudget()); + BigDecimal saving = normalizePercent(request.getSavingBudget()); + BigDecimal investing = normalizePercent(request.getInvestingBudget()); + BigDecimal donation = normalizePercent(request.getDonationBudget()); + BigDecimal credit = normalizePercent(request.getCredit()); + + validateSumTo100(spending, saving, investing, donation, credit); + + financeUser.setSpendingBudget(spending); + financeUser.setSavingBudget(saving); + financeUser.setInvestingBudget(investing); + financeUser.setDonationBudget(donation); + financeUser.setCredit(credit); + + financeUserRepository.save(financeUser); + } + + public FinanceProfileResponse getProfile(Long userId) { + FinanceUser financeUser = financeUserRepository.findById(userId) + .orElseThrow(() -> new RuntimeException("Finance tracking is not enabled for this user")); + + return new FinanceProfileResponse( + financeUser.getSpendingBudget(), + financeUser.getSavingBudget(), + financeUser.getInvestingBudget(), + financeUser.getDonationBudget(), + financeUser.getCredit()); + } + + public IncomesResponse getIncomes(Long userId, int page, int size) { + if (!financeUserRepository.existsById(userId)) { + return new IncomesResponse(List.of(), false); + } + + Page result = incomeRepository.findByFinanceUser_UserIdOrderByDateDescIncomeIdDesc( + userId, PageRequest.of(page, size)); + + List dtos = result.getContent().stream() + .map(i -> new IncomeDto(i.getIncomeId(), i.getDate(), i.getAmount())) + .toList(); + + return new IncomesResponse(dtos, result.hasNext()); + } + + @Transactional + public IncomeDto createIncome(Long userId, CreateIncomeRequest request) { + FinanceUser financeUser = financeUserRepository.findById(userId) + .orElseThrow(() -> new RuntimeException("Finance tracking is not enabled for this user")); + + LocalDate date = request.getDate(); + if (date == null) { + throw new RuntimeException("Date is required"); + } + if (date.isAfter(LocalDate.now().plusDays(1))) { + throw new RuntimeException("Date cannot be in the future"); + } + + BigDecimal amount = request.getAmount(); + if (amount == null) { + throw new RuntimeException("Amount is required"); + } + if (amount.compareTo(BigDecimal.ZERO) <= 0) { + throw new RuntimeException("Amount must be greater than 0"); + } + + Income income = new Income(); + income.setFinanceUser(financeUser); + income.setDate(date); + income.setAmount(amount); + + Income saved = incomeRepository.save(income); + return new IncomeDto(saved.getIncomeId(), saved.getDate(), saved.getAmount()); + } + + private static BigDecimal normalizePercent(BigDecimal value) { + if (value == null) { + return null; + } + return value.setScale(2, RoundingMode.HALF_UP); + } + + private static void validateSumTo100(BigDecimal spending, BigDecimal saving, BigDecimal investing, BigDecimal donation, + BigDecimal credit) { + if (spending == null || saving == null || investing == null || donation == null || credit == null) { + throw new RuntimeException("All 5 percentage values are required"); + } + + List list = List.of(spending, saving, investing, donation, credit); + + for (BigDecimal v : list) { + if (v.compareTo(BigDecimal.ZERO) < 0 || v.compareTo(new BigDecimal("100")) > 0) { + throw new RuntimeException("Percentages must be between 0 and 100"); + } + } + + BigDecimal sum = spending.add(saving).add(investing).add(donation).add(credit); + // allow tiny rounding errors (e.g. 33.33 * 3 + 0.01) + BigDecimal diff = sum.subtract(new BigDecimal("100")).abs(); + if (diff.compareTo(new BigDecimal("0.01")) > 0) { + throw new RuntimeException("Percentages must sum to 100"); + } + } +} +