sync transactions with pocketbase

2026-09-09 22:24:16 +02:00
parent c6d1fdb19e
commit 96627a830e
9 changed files with 1104 additions and 324 deletions
@@ -0,0 +1,218 @@
+/// PocketBase migration: IngTrak sync collections (custom labels + annotations).
+///
+/// Apply on the server (from /opt/pocketbase or wherever the binary lives):
+///
+///   sudo cp this_file /opt/pocketbase/pb_migrations/
+///   sudo chown pocketbase:pocketbase /opt/pocketbase/pb_migrations/*.js
+///   sudo -u pocketbase /opt/pocketbase/pocketbase migrate up
+///   sudo systemctl restart pocketbase
+///
+/// Auth collection must already exist as `usersapp`.
+/// Built-in labels stay in the Flutter app — only custom labels sync.
+migrate((app) => {
+  const users = app.findCollectionByNameOrId("usersapp");
+
+  const ownerRules = {
+    listRule: "user = @request.auth.id",
+    viewRule: "user = @request.auth.id",
+    createRule: "@request.auth.id != '' && user = @request.auth.id",
+    updateRule: "user = @request.auth.id",
+    deleteRule: "user = @request.auth.id",
+  };
+
+  // --- custom labels (TxLabel where custom == true + labelParents) ---
+  const labels = new Collection({
+    type: "base",
+    name: "labels",
+    ...ownerRules,
+    fields: [
+      {
+        type: "relation",
+        name: "user",
+        required: true,
+        collectionId: users.id,
+        cascadeDelete: true,
+        maxSelect: 1,
+      },
+      {
+        // App-side id, e.g. "custom_ah" (not the PocketBase record id)
+        type: "text",
+        name: "client_id",
+        required: true,
+        min: 1,
+        max: 80,
+      },
+      {
+        type: "text",
+        name: "name",
+        required: true,
+        min: 1,
+        max: 80,
+      },
+      {
+        // Flutter Color.value (ARGB int)
+        type: "number",
+        name: "color",
+        required: true,
+        onlyInt: true,
+      },
+      {
+        // Parent label client_id (builtin or custom); empty = root
+        type: "text",
+        name: "parent_client_id",
+        required: false,
+        max: 80,
+      },
+    ],
+    indexes: [
+      "CREATE UNIQUE INDEX idx_labels_user_client ON labels (user, client_id)",
+    ],
+  });
+  app.save(labels);
+
+  // --- per-transaction overlays (TxMetaStoreData.byId) ---
+  const txMeta = new Collection({
+    type: "base",
+    name: "tx_meta",
+    ...ownerRules,
+    fields: [
+      {
+        type: "relation",
+        name: "user",
+        required: true,
+        collectionId: users.id,
+        cascadeDelete: true,
+        maxSelect: 1,
+      },
+      {
+        // BankTransaction.id → "date|currency|amount|description"
+        type: "text",
+        name: "tx_id",
+        required: true,
+        min: 1,
+        max: 2000,
+      },
+      {
+        type: "json",
+        name: "label_ids",
+        required: false,
+      },
+      {
+        type: "bool",
+        name: "recurring",
+        required: false,
+      },
+      {
+        type: "bool",
+        name: "internal_transfer",
+        required: false,
+      },
+      {
+        type: "text",
+        name: "notes",
+        required: false,
+        max: 4000,
+      },
+    ],
+    indexes: [
+      "CREATE UNIQUE INDEX idx_tx_meta_user_tx ON tx_meta (user, tx_id)",
+    ],
+  });
+  app.save(txMeta);
+
+  // --- merchant auto-label / notes rules (labelsByMerchant + notesByMerchant) ---
+  const merchantRules = new Collection({
+    type: "base",
+    name: "merchant_rules",
+    ...ownerRules,
+    fields: [
+      {
+        type: "relation",
+        name: "user",
+        required: true,
+        collectionId: users.id,
+        cascadeDelete: true,
+        maxSelect: 1,
+      },
+      {
+        // merchantKeyFromDescription(...) e.g. "albert heijn"
+        type: "text",
+        name: "merchant_key",
+        required: true,
+        min: 1,
+        max: 200,
+      },
+      {
+        type: "json",
+        name: "label_ids",
+        required: false,
+      },
+      {
+        type: "text",
+        name: "notes",
+        required: false,
+        max: 4000,
+      },
+    ],
+    indexes: [
+      "CREATE UNIQUE INDEX idx_merchant_rules_user_key ON merchant_rules (user, merchant_key)",
+    ],
+  });
+  app.save(merchantRules);
+
+  // --- exact amount+description templates (exactTemplates / TxExactTemplate) ---
+  const exactTemplates = new Collection({
+    type: "base",
+    name: "exact_templates",
+    ...ownerRules,
+    fields: [
+      {
+        type: "relation",
+        name: "user",
+        required: true,
+        collectionId: users.id,
+        cascadeDelete: true,
+        maxSelect: 1,
+      },
+      {
+        // BankTransaction.exactKey → "descriptionKey|amount|currency"
+        type: "text",
+        name: "exact_key",
+        required: true,
+        min: 1,
+        max: 2000,
+      },
+      {
+        type: "text",
+        name: "notes",
+        required: false,
+        max: 4000,
+      },
+      {
+        type: "bool",
+        name: "recurring",
+        required: false,
+      },
+      {
+        type: "bool",
+        name: "internal_transfer",
+        required: false,
+      },
+    ],
+    indexes: [
+      "CREATE UNIQUE INDEX idx_exact_templates_user_key ON exact_templates (user, exact_key)",
+    ],
+  });
+  app.save(exactTemplates);
+}, (app) => {
+  for (const name of [
+    "exact_templates",
+    "merchant_rules",
+    "tx_meta",
+    "labels",
+  ]) {
+    try {
+      app.delete(app.findCollectionByNameOrId(name));
+    } catch (_) {}
+  }
+});