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# Cursor Rules - Group 1: Development Philosophy & Coding Conventions
1. Overall Architecture & Structure:
- Enforce a clear separation of concerns between the backend and the frontend:
- **Backend**: Use Express for routing, Passport for authentication, and Swagger for API documentation. Organize code into modules such as routes, services, and helpers.
- **Example**:
- Routes: `src/routes/auth.js` for authentication routes.
- Services: `src/services/auth.js` for authentication logic.
- Helpers: `src/helpers/wrapAsync.js` for wrapping asynchronous functions.
- **Frontend**: Use Next.js with React and TypeScript. Structure components using functional components, hooks, and layouts.
- **Example**:
- Pages: `pages/index.tsx` for the main page.
- Components: `components/Header.tsx` for the header component.
- Layouts: `layouts/MainLayout.tsx` for common page layouts.
- Ensure that backend modules and frontend components are organized for reusability and maintainability:
- **Backend**: Separate business logic into services and use middleware for common tasks.
- **Frontend**: Use reusable components and hooks to manage state and lifecycle.
2. Coding Style & Formatting:
- For the backend (JavaScript):
• Use ES6+ features (const/let, arrow functions) consistently.
• Follow Prettier and ESLint configurations (e.g., consistent 2-space indentation, semicolons, and single quotes).
• Maintain clear asynchronous patterns with helper wrappers (e.g., wrapAsync).
- **Example from auth.js**:
```javascript
router.post('/signin/local', wrapAsync(async (req, res) => {
const payload = await AuthService.signin(req.body.email, req.body.password, req);
res.status(200).send(payload);
}));
```
• Document API endpoints with inline Swagger comments to ensure API clarity and consistency.
- **Example**:
```javascript
/**
* @swagger
* /api/auth/signin:
* post:
* summary: Sign in a user
* responses:
* 200:
* description: Successful login
*/
```
- For the frontend (TypeScript/React):
• Use functional components with strict typing and separation of concerns.
- **Example**:
```typescript
const Button: React.FC<{ onClick: () => void }> = ({ onClick }) => (
<button onClick={onClick}>Click me</button>
);
```
• Follow naming conventions: PascalCase for components and types/interfaces, camelCase for variables, hooks, and function names.
- **Example**:
```typescript
const useCustomHook = () => {
const [state, setState] = useState(false);
return [state, setState];
};
```
• Utilize hooks (useEffect, useState) to manage state and lifecycle in a clear and concise manner.
- **Example**:
```typescript
useEffect(() => {
console.log('Component mounted');
}, []);
```
3. Code Quality & Best Practices:
- Ensure code modularity by splitting complex logic into smaller, testable units.
- **Example**: In `auth.js`, routes are separated from business logic, which is handled in `AuthService`.
- Write self-documenting code and add comments where the logic is non-trivial.
- **Example**: Use descriptive function and variable names in `auth.js`, and add comments for complex asynchronous operations.
- Embrace declarative programming and adhere to SOLID principles.
- **Example**: In service functions, ensure each function has a single responsibility and dependencies are injected rather than hardcoded.
4. Consistency & Tools Integration:
- Leverage existing tools like Prettier and ESLint to automatically enforce style and formatting rules.
- **Example**: Use `.prettierrc` and `.eslintrc.cjs` for configuration in your project.
- Use TypeScript in the frontend to ensure type safety and catch errors early.
- **Example**: Define interfaces and types in your React components to enforce strict typing.
- Maintain uniformity in API design and error handling strategies.
- **Example**: Consistently use Passport for authentication and a common error handling middleware in `auth.js`.
## Group 2 Naming Conventions
1. File Naming and Structure:
• Frontend:
- Page Files: Use lower-case filenames (e.g., index.tsx) as prescribed by Next.js conventions.
- **Example**: `pages/index.tsx`, `pages/about.tsx`
- Component Files: Use PascalCase for React component files (e.g., WebSiteHeader.tsx, NavBar.tsx).
- **Example**: `components/Header.tsx`, `components/Footer.tsx`
- Directories: Use clear, descriptive names (e.g., 'pages', 'components', 'WebPageComponents').
- **Example**: `src/pages`, `src/components`
• Backend:
- Use lower-case filenames for modules (e.g., index.js, auth.js, projects.js).
- **Example**: `routes/auth.js`, `services/user.js`
- When needed, use hyphenation for clarity, but maintain consistency.
- **Example**: `helpers/wrap-async.js`
2. Component and Module Naming:
• Frontend:
- React Components: Define components in PascalCase.
- TypeScript Interfaces/Types: Use PascalCase (e.g., WebSiteHeaderProps).
• Backend:
- Classes (if any) and constructors should be in PascalCase; most helper functions and modules use camelCase.
3. Variable, Function, and Hook Naming:
• Use camelCase for variables and function names in both frontend and backend.
- **Example**:
```javascript
const userName = 'John Doe';
function handleLogin() { ... }
```
• Custom Hooks: Prefix with 'use' (e.g., useAuth, useForm).
- **Example**:
```typescript
const useAuth = () => {
const [isAuthenticated, setIsAuthenticated] = useState(false);
return { isAuthenticated, setIsAuthenticated };
};
```
4. Consistency and Readability:
• Maintain uniform naming across the project to ensure clarity and ease of maintenance.
- **Example**: Use consistent naming conventions for variables, functions, and components, such as camelCase for variables and functions, and PascalCase for components.
- **Example**: In `auth.js`, ensure that all function names clearly describe their purpose, such as `handleLogin` or `validateUserInput`.
## Group 3 Frontend & React Best Practices
1. Use of Functional Components & TypeScript:
• Build all components as functional components.
- **Example**:
```typescript
const Header: React.FC = () => {
return <header>Header Content</header>;
};
```
• Leverage TypeScript for static type checking and enforce strict prop and state types.
- **Example**:
```typescript
interface ButtonProps {
onClick: () => void;
}
const Button: React.FC<ButtonProps> = ({ onClick }) => (
<button onClick={onClick}>Click me</button>
);
```
2. Effective Use of React Hooks:
• Utilize useState and useEffect appropriately with proper dependency arrays.
- **Example**:
```typescript
const [count, setCount] = useState(0);
useEffect(() => {
console.log('Component mounted');
}, []);
```
• Create custom hooks to encapsulate shared logic (e.g., useAppSelector).
- **Example**:
```typescript
const useAuth = () => {
const [isAuthenticated, setIsAuthenticated] = useState(false);
return { isAuthenticated, setIsAuthenticated };
};
```
3. Component Composition & Separation of Concerns:
• Separate presentational (stateless) components from container components managing logic.
- **Example**: Use `LayoutGuest` to encapsulate common page structures.
4. Code Quality & Readability:
• Maintain consistent formatting and adhere to Prettier and ESLint rules.
• Use descriptive names for variables, functions, and components.
• Document non-trivial logic with inline comments and consider implementing error boundaries where needed.
• New code must adhere to these conventions to avoid ambiguity.
• Use descriptive names that reflect the purpose and domain, avoiding abbreviations unless standard in the project.
## Group 4 Backend & API Guidelines
1. API Endpoint Design & Documentation:
• Follow RESTful naming conventions; all route handlers should be named clearly and consistently.
- **Example**: Use verbs like `GET`, `POST`, `PUT`, `DELETE` to define actions, e.g., `GET /api/auth/me` to retrieve user info.
• Document endpoints with Swagger annotations to provide descriptions, expected request bodies, and response codes.
- **Example**:
```javascript
/**
* @swagger
* /api/auth/signin:
* post:
* summary: Sign in a user
* requestBody:
* description: User credentials
* content:
* application/json:
* schema:
* $ref: "#/components/schemas/Auth"
* responses:
* 200:
* description: Successful login
* 400:
* description: Invalid username/password supplied
*/
```
• Examples (for Auth endpoints):
- POST /api/auth/signin/local
• Description: Logs the user into the system.
• Request Body (application/json):
{ "email": "admin@flatlogic.com", "password": "password" }
• Responses:
- 200: Successful login (returns token and user data).
- 400: Invalid username/password supplied.
- GET /api/auth/me
• Description: Retrieves current authorized user information.
• Secured via Passport JWT; uses req.currentUser.
• Responses:
- 200: Returns current user info.
- 400: Invalid credentials or missing user data.
- POST /api/auth/signup
• Description: Registers a new user.
• Request Body (application/json):
{ "email": "admin@flatlogic.com", "password": "password" }
• Responses:
- 200: New user signed up successfully.
- 400: Invalid input supplied.
- 500: Server error.
## Group 5 Testing, Quality Assurance & Error Handling
1. Testing Guidelines:
• Write unit tests for critical backend and frontend components using frameworks such as Jest, React Testing Library, and Mocha/Chai.
- **Example**:
```javascript
test('should return user data', async () => {
const user = await getUserData();
expect(user).toHaveProperty('email');
});
```
• Practice test-driven development and maintain high test coverage.
• Regularly update tests following changes in business logic.
2. Quality Assurance:
• Enforce code quality with ESLint, Prettier, and static analysis tools.
• Integrate continuous testing workflows (CI/CD) to catch issues early.
- **Example**: Use GitHub Actions for automated testing and deployment.
• Ensure documentation is kept up-to-date with the implemented code.
3. Error Handling:
• Back-end:
- Wrap asynchronous route handlers with a helper (e.g., wrapAsync) to capture errors.
- **Example**:
```javascript
router.post('/signin', wrapAsync(async (req, res) => {
const user = await AuthService.signin(req.body);
res.send(user);
}));
```
- Use centralized error handling middleware (e.g., commonErrorHandler) for uniform error responses.
• Front-end:
- Implement error boundaries in React to gracefully handle runtime errors.
- Display user-friendly error messages and log errors for further analysis.
2. Authentication & Security:
• Protect endpoints by using Passport.js with JWT (e.g., passport.authenticate('jwt', { session: false })).
- **Example**:
```javascript
router.get('/profile', passport.authenticate('jwt', { session: false }), (req, res) => {
res.send(req.user);
});
```
• Ensure that secure routes check for existence of req.currentUser. If absent, return a ForbiddenError.
3. Consistent Error Handling & Middleware Usage:
• Wrap asynchronous route handlers with helpers like wrapAsync for error propagation.
• Use centralized error handling middleware (e.g., commonErrorHandler) to capture and format errors uniformly.
4. Modular Code Organization:
• Organize backend code into separate files for routes, services, and database access (e.g., auth.js, projects.js, tasks.js).
• Use descriptive, lowercase filenames for modules and routes.
5. Endpoint Security Best Practices:
• Validate input data and sanitize requests where necessary.
• Restrict sensitive operations to authenticated users with proper role-based permissions.
────────────────────────────────────────
Group 6 Accessibility, UI, and Styling Guidelines (Updated)
────────────────────────────────────────
1. Sidebar Styling:
• The sidebar is implemented in the authenticated layout via the AsideMenu component, with the actual element defined in AsideMenuLayer (located at frontend/src/components/AsideMenuLayer.tsx) as an <aside> element with id="asideMenu".
- **Example**:
```css
#asideMenu {
background-color: #F8F4E1 !important;
}
```
• When modifying sidebar styles, target #asideMenu and its child elements rather than generic selectors (e.g., avoid .app-sidebar) to ensure that the changes affect the actual rendered sidebar.
• Remove or override any conflicting background utilities (such as an unwanted bg-white) so our desired background color (#F8F4E1) is fully visible. Use a highly specific selector if necessary.
• Adjust spacing (padding/margins) at both the container (#asideMenu) and the individual menu item level to maintain a consistent, compact design.
2. General Project Styling and Tailwind CSS Usage:
• The application leverages Tailwind CSS extensively, with core styling defined in _theme.css using the @apply directive. Any new modifications should follow this pattern to ensure consistency.
- **Example**:
```css
.btn {
@apply bg-blue-500 text-white;
}
```
• The themed blocks (like .theme-pink and .theme-green) standardize the UI's appearance. When applying custom overrides, ensure they integrate cleanly into these structures and avoid conflicts or circular dependency errors (e.g., issues when redefining utilities such as text-blue-600).
• Adjustments via Tailwind CSS generally require modifying class names in the components and ensuring that global overrides are applied in the correct order. Consistent use of design tokens and custom color codes (e.g., #F8F4E1) throughout the app is crucial to a cohesive design.
• Specificity is key. If a change isn't visually reflected as expected, inspect the rendered HTML to identify which classes are taking precedence.

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backend/node_modules
frontend/node_modules
frontend/build

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node_modules/
*/node_modules/
*/build/

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<!DOCTYPE html>
<html lang="en">
<head>
<meta charset="UTF-8">
<meta name="viewport" content="width=device-width, initial-scale=1.0">
<title>Service Starting</title>
<style>
body {
font-family: sans-serif;
display: flex;
flex-direction: column;
justify-content: center;
align-items: center;
min-height: 100vh;
background-color: #EFF2FF;
margin: 0;
padding: 20px;
}
.container {
text-align: center;
padding: 30px 40px;
background-color: #fff;
border-radius: 20px;
margin-bottom: 20px;
max-width: 538px;
width: 100%;
box-shadow: 0 13px 34px 0 rgba(167, 187, 242, 0.2);
box-sizing: border-box;
}
#status-heading {
font-size: 24px;
font-weight: 700;
color: #02004E;
margin-bottom: 20px;
}
h2 {
color: #333;
margin-bottom: 15px;
}
p {
color: #666;
font-size: 1.1em;
margin-bottom: 10px;
}
.tip {
font-weight: 300;
font-size: 17px;
line-height: 150%;
letter-spacing: 0;
text-align: center;
margin-top: 30px;
}
.loader-container {
position: relative;
display: flex;
justify-content: center;
align-items: center;
}
.loader {
width: 100px;
aspect-ratio: 1;
border-radius: 50%;
background:
radial-gradient(farthest-side, #5C7EF1 94%, #0000) top/8px 8px no-repeat,
conic-gradient(#0000 30%, #5C7EF1);
-webkit-mask: radial-gradient(farthest-side, #0000 calc(100% - 8px), #000 0);
animation: l13 2s infinite linear;
}
@keyframes l13 {
100% {
transform: rotate(1turn)
}
}
.app-logo {
position: absolute;
width: 36px;
}
.panel {
padding: 0 18px;
display: none;
background-color: white;
overflow: hidden;
margin-top: 10px;
}
.show {
display: block;
}
.project-info {
border: 1px solid #8C9DFF;
border-radius: 10px;
padding: 12px 16px;
max-width: 600px;
margin: 40px auto;
background-color: #FBFCFF;
}
.project-info h2 {
color: #02004E;
font-size: 14px;
font-weight: 500;
margin-bottom: 10px;
text-align: left;
}
.project-info p {
color: #686791;
font-size: 12px;
font-weight: 400;
text-align: left;
}
</style>
</head>
<body>
<div class="container">
<h2 id="status-heading">Loading the app, just a moment…</h2>
<p class="tip">The application is currently launching. The page will automatically refresh once site is
available.</p>
<div class="project-info">
<h2>Stock Portfolio Tracker</h2>
<p>Track stock portfolios, holdings, performance, dividends, and allocations with dashboards and transactions.</p>
</div>
<div class="loader-container">
<img src="https://flatlogic.com/blog/wp-content/uploads/2025/05/logo-bot-1.png" alt="App Logo"
class="app-logo">
<div class="loader"></div>
</div>
<div class="panel">
<video width="100%" height="315" controls loop>
<source
src="https://flatlogic.com/blog/wp-content/uploads/2025/04/20250430_1336_professional_dynamo_spinner_simple_compose_01jt349yvtenxt7xhg8hhr85j8.mp4"
type="video/mp4">
Your browser does not support the video tag.
</video>
</div>
</div>
<script>
function checkAvailability() {
fetch('/')
.then(response => {
if (response.ok) {
window.location.reload();
} else {
setTimeout(checkAvailability, 5000);
}
})
.catch(() => {
setTimeout(checkAvailability, 5000);
});
}
document.addEventListener('DOMContentLoaded', checkAvailability);
document.addEventListener('DOMContentLoaded', function () {
const appTitle = document.querySelector('#status-heading');
const panel = document.querySelector('.panel');
const video = panel.querySelector('video');
let clickCount = 0;
appTitle.addEventListener('click', function () {
clickCount++;
if (clickCount === 5) {
panel.classList.toggle('show');
if (panel.classList.contains('show')) {
video.play();
} else {
video.pause();
}
clickCount = 0;
}
});
});
</script>
</body>
</html>

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FROM node:20.15.1-alpine AS builder
RUN apk add --no-cache git
WORKDIR /app
COPY frontend/package.json frontend/yarn.lock ./
RUN yarn install --pure-lockfile
COPY frontend .
RUN yarn build
FROM node:20.15.1-alpine
WORKDIR /app
COPY backend/package.json backend/yarn.lock ./
RUN yarn install --pure-lockfile
COPY backend .
COPY --from=builder /app/build /app/public
CMD ["yarn", "start"]

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# Base image for Node.js dependencies
FROM node:20.15.1-alpine AS frontend-deps
RUN apk add --no-cache git
WORKDIR /app/frontend
COPY frontend/package.json frontend/yarn.lock ./
RUN yarn install --pure-lockfile
FROM node:20.15.1-alpine AS backend-deps
RUN apk add --no-cache git
WORKDIR /app/backend
COPY backend/package.json backend/yarn.lock ./
RUN yarn install --pure-lockfile
FROM node:20.15.1-alpine AS app-shell-deps
RUN apk add --no-cache git
WORKDIR /app/app-shell
COPY app-shell/package.json app-shell/yarn.lock ./
RUN yarn install --pure-lockfile
# Nginx setup and application build
FROM node:20.15.1-alpine AS build
RUN apk add --no-cache git nginx curl
RUN apk add --no-cache lsof procps
RUN yarn global add concurrently
RUN apk add --no-cache \
chromium \
nss \
freetype \
harfbuzz \
ttf-freefont \
fontconfig
ENV PUPPETEER_SKIP_CHROMIUM_DOWNLOAD=true
ENV PUPPETEER_EXECUTABLE_PATH=/usr/bin/chromium-browser
RUN mkdir -p /app/pids
# Make sure to add yarn global bin to PATH
ENV PATH /root/.yarn/bin:/root/.config/yarn/global/node_modules/.bin:$PATH
# Copy dependencies
WORKDIR /app
COPY --from=frontend-deps /app/frontend /app/frontend
COPY --from=backend-deps /app/backend /app/backend
COPY --from=app-shell-deps /app/app-shell /app/app-shell
COPY frontend /app/frontend
COPY backend /app/backend
COPY app-shell /app/app-shell
COPY docker /app/docker
# Copy all files from root to /app
COPY . /app
# Copy Nginx configuration
COPY nginx.conf /etc/nginx/nginx.conf
# Copy custom error page
COPY 502.html /usr/share/nginx/html/502.html
# Change owner and permissions of the error page
RUN chown nginx:nginx /usr/share/nginx/html/502.html && \
chmod 644 /usr/share/nginx/html/502.html
# Expose the port the app runs on
EXPOSE 8080
ENV NODE_ENV=dev_stage
ENV FRONT_PORT=3001
ENV BACKEND_PORT=3000
ENV APP_SHELL_PORT=4000
CMD ["sh", "-c", "\
yarn --cwd /app/frontend dev & echo $! > /app/pids/frontend.pid && \
yarn --cwd /app/backend start & echo $! > /app/pids/backend.pid && \
sleep 10 && nginx -g 'daemon off;' & \
NGINX_PID=$! && \
echo 'Waiting for backend (port 3000) to be available...' && \
while ! nc -z localhost ${BACKEND_PORT}; do \
sleep 2; \
done && \
echo 'Backend is up. Starting app_shell for Git check...' && \
yarn --cwd /app/app-shell start && \
wait $NGINX_PID"]

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https://flatlogic.com/

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# Stock Portfolio Tracker
## This project was generated by [Flatlogic Platform](https://flatlogic.com).
- Frontend: [React.js](https://flatlogic.com/templates?framework%5B%5D=react&sort=default)
- Backend: [NodeJS](https://flatlogic.com/templates?backend%5B%5D=nodejs&sort=default)
<details><summary>Backend Folder Structure</summary>
The generated application has the following backend folder structure:
`src` folder which contains your working files that will be used later to create the build. The src folder contains folders as:
- `auth` - config the library for authentication and authorization;
- `db` - contains such folders as:
- `api` - documentation that is automatically generated by jsdoc or other tools;
- `migrations` - is a skeleton of the database or all the actions that users do with the database;
- `models`- what will represent the database for the backend;
- `seeders` - the entity that creates the data for the database.
- `routes` - this folder would contain all the routes that you have created using Express Router and what they do would be exported from a Controller file;
- `services` - contains such folders as `emails` and `notifications`.
</details>
- Database: PostgreSQL
- app-shel: Core application framework that provides essential infrastructure services
for the entire application.
-----------------------
### We offer 2 ways how to start the project locally: by running Frontend and Backend or with Docker.
-----------------------
## To start the project:
### Backend:
> Please change current folder: `cd backend`
#### Install local dependencies:
`yarn install`
------------
#### Adjust local db:
##### 1. Install postgres:
MacOS:
`brew install postgres`
> if you dont have brew please install it (https://brew.sh) and repeat step `brew install postgres`.
Ubuntu:
`sudo apt update`
`sudo apt install postgresql postgresql-contrib`
##### 2. Create db and admin user:
Before run and test connection, make sure you have created a database as described in the above configuration. You can use the `psql` command to create a user and database.
`psql postgres --u postgres`
Next, type this command for creating a new user with password then give access for creating the database.
`postgres-# CREATE ROLE admin WITH LOGIN PASSWORD 'admin_pass';`
`postgres-# ALTER ROLE admin CREATEDB;`
Quit `psql` then log in again using the new user that previously created.
`postgres-# \q`
`psql postgres -U admin`
Type this command to creating a new database.
`postgres=> CREATE DATABASE db_{your_project_name};`
Then give that new user privileges to the new database then quit the `psql`.
`postgres=> GRANT ALL PRIVILEGES ON DATABASE db_{your_project_name} TO admin;`
`postgres=> \q`
------------
#### Create database:
`yarn db:create`
#### Start production build:
`yarn start`
### Frontend:
> Please change current folder: `cd frontend`
## To start the project with Docker:
### Description:
The project contains the **docker folder** and the `Dockerfile`.
The `Dockerfile` is used to Deploy the project to Google Cloud.
The **docker folder** contains a couple of helper scripts:
- `docker-compose.yml` (all our services: web, backend, db are described here)
- `start-backend.sh` (starts backend, but only after the database)
- `wait-for-it.sh` (imported from https://github.com/vishnubob/wait-for-it)
> To avoid breaking the application, we recommend you don't edit the following files: everything that includes the **docker folder** and `Dokerfile`.
## Run services:
1. Install docker compose (https://docs.docker.com/compose/install/)
2. Move to `docker` folder. All next steps should be done from this folder.
``` cd docker ```
3. Make executables from `wait-for-it.sh` and `start-backend.sh`:
``` chmod +x start-backend.sh && chmod +x wait-for-it.sh ```
4. Download dependend projects for services.
5. Review the docker-compose.yml file. Make sure that all services have Dockerfiles. Only db service doesn't require a Dockerfile.
6. Make sure you have needed ports (see them in `ports`) available on your local machine.
7. Start services:
7.1. With an empty database `rm -rf data && docker-compose up`
7.2. With a stored (from previus runs) database data `docker-compose up`
8. Check http://localhost:3000
9. Stop services:
9.1. Just press `Ctr+C`
## Most common errors:
1. `connection refused`
There could be many reasons, but the most common are:
- The port is not open on the destination machine.
- The port is open on the destination machine, but its backlog of pending connections is full.
- A firewall between the client and server is blocking access (also check local firewalls).
After checking for firewalls and that the port is open, use telnet to connect to the IP/port to test connectivity. This removes any potential issues from your application.
***MacOS:***
If you suspect that your SSH service might be down, you can run this command to find out:
`sudo service ssh status`
If the command line returns a status of down, then youve likely found the reason behind your connectivity error.
***Ubuntu:***
Sometimes a connection refused error can also indicate that there is an IP address conflict on your network. You can search for possible IP conflicts by running:
`arp-scan -I eth0 -l | grep <ipaddress>`
`arp-scan -I eth0 -l | grep <ipaddress>`
and
`arping <ipaddress>`
2. `yarn db:create` creates database with the assembled tables (on MacOS with Postgres database)
The workaround - put the next commands to your Postgres database terminal:
`DROP SCHEMA public CASCADE;`
`CREATE SCHEMA public;`
`GRANT ALL ON SCHEMA public TO postgres;`
`GRANT ALL ON SCHEMA public TO public;`
Afterwards, continue to start your project in the backend directory by running:
`yarn start`

14
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DB_NAME=app_38930
DB_USER=app_38930
DB_PASS=010f0bca-fc81-47c7-a4a1-308eef8eefc7
DB_HOST=127.0.0.1
DB_PORT=5432
PORT=3000
GOOGLE_CLIENT_ID=671001533244-kf1k1gmp6mnl0r030qmvdu6v36ghmim6.apps.googleusercontent.com
GOOGLE_CLIENT_SECRET=Yo4qbKZniqvojzUQ60iKlxqR
MS_CLIENT_ID=4696f457-31af-40de-897c-e00d7d4cff73
MS_CLIENT_SECRET=m8jzZ.5UpHF3=-dXzyxiZ4e[F8OF54@p
EMAIL_USER=AKIAVEW7G4PQUBGM52OF
EMAIL_PASS=BLnD4hKGb6YkSz3gaQrf8fnyLi3C3/EdjOOsLEDTDPTz
SECRET_KEY=HUEyqESqgQ1yTwzVlO6wprC9Kf1J1xuA
PEXELS_KEY=Vc99rnmOhHhJAbgGQoKLZtsaIVfkeownoQNbTj78VemUjKh08ZYRbf18

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backend/.eslintignore Normal file
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# Ignore generated and runtime files
node_modules/
tmp/
logs/

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module.exports = {
env: {
node: true,
es2021: true
},
extends: [
'eslint:recommended'
],
plugins: [
'import'
],
rules: {
'import/no-unresolved': 'error'
}
};

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backend/.prettierrc Normal file
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{
"singleQuote": true,
"tabWidth": 2,
"printWidth": 80,
"trailingComma": "all",
"quoteProps": "as-needed",
"jsxSingleQuote": true,
"bracketSpacing": true,
"bracketSameLine": false,
"arrowParens": "always"
}

7
backend/.sequelizerc Normal file
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const path = require('path');
module.exports = {
"config": path.resolve("src", "db", "db.config.js"),
"models-path": path.resolve("src", "db", "models"),
"seeders-path": path.resolve("src", "db", "seeders"),
"migrations-path": path.resolve("src", "db", "migrations")
};

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backend/Dockerfile Normal file
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FROM node:20.15.1-alpine
RUN apk update && apk add bash
# Create app directory
WORKDIR /usr/src/app
# Install app dependencies
# A wildcard is used to ensure both package.json AND package-lock.json are copied
# where available (npm@5+)
COPY package*.json ./
RUN yarn install
# If you are building your code for production
# RUN npm ci --only=production
# Bundle app source
COPY . .
EXPOSE 8080
CMD [ "yarn", "start" ]

56
backend/README.md Normal file
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#Stock Portfolio Tracker - template backend,
#### Run App on local machine:
##### Install local dependencies:
- `yarn install`
------------
##### Adjust local db:
###### 1. Install postgres:
- MacOS:
- `brew install postgres`
- Ubuntu:
- `sudo apt update`
- `sudo apt install postgresql postgresql-contrib`
###### 2. Create db and admin user:
- Before run and test connection, make sure you have created a database as described in the above configuration. You can use the `psql` command to create a user and database.
- `psql postgres --u postgres`
- Next, type this command for creating a new user with password then give access for creating the database.
- `postgres-# CREATE ROLE admin WITH LOGIN PASSWORD 'admin_pass';`
- `postgres-# ALTER ROLE admin CREATEDB;`
- Quit `psql` then log in again using the new user that previously created.
- `postgres-# \q`
- `psql postgres -U admin`
- Type this command to creating a new database.
- `postgres=> CREATE DATABASE db_stock_portfolio_tracker;`
- Then give that new user privileges to the new database then quit the `psql`.
- `postgres=> GRANT ALL PRIVILEGES ON DATABASE db_stock_portfolio_tracker TO admin;`
- `postgres=> \q`
------------
#### Api Documentation (Swagger)
http://localhost:8080/api-docs (local host)
http://host_name/api-docs
------------
##### Setup database tables or update after schema change
- `yarn db:migrate`
##### Seed the initial data (admin accounts, relevant for the first setup):
- `yarn db:seed`
##### Start build:
- `yarn start`

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{
"name": "stockportfoliotracker",
"description": "Stock Portfolio Tracker - template backend",
"scripts": {
"start": "npm run db:migrate && npm run db:seed && npm run watch",
"lint": "eslint . --ext .js",
"db:migrate": "sequelize-cli db:migrate",
"db:seed": "sequelize-cli db:seed:all",
"db:drop": "sequelize-cli db:drop",
"db:create": "sequelize-cli db:create",
"watch": "node watcher.js"
},
"dependencies": {
"@google-cloud/storage": "^5.18.2",
"axios": "^1.6.7",
"bcrypt": "5.1.1",
"chokidar": "^4.0.3",
"cors": "2.8.5",
"csv-parser": "^3.0.0",
"express": "4.18.2",
"formidable": "1.2.2",
"helmet": "4.1.1",
"json2csv": "^5.0.7",
"jsonwebtoken": "8.5.1",
"lodash": "4.17.21",
"moment": "2.30.1",
"multer": "^1.4.4",
"mysql2": "2.2.5",
"nodemailer": "6.9.9",
"passport": "^0.7.0",
"passport-google-oauth2": "^0.2.0",
"passport-jwt": "^4.0.1",
"passport-microsoft": "^0.1.0",
"pg": "8.4.1",
"pg-hstore": "2.3.4",
"sequelize": "6.35.2",
"sequelize-json-schema": "^2.1.1",
"sqlite": "4.0.15",
"swagger-jsdoc": "^6.2.8",
"swagger-ui-express": "^5.0.0",
"tedious": "^18.2.4"
},
"engines": {
"node": ">=18"
},
"private": true,
"devDependencies": {
"cross-env": "7.0.3",
"eslint": "^8.23.1",
"eslint-plugin-import": "^2.29.1",
"mocha": "8.1.3",
"node-mocks-http": "1.9.0",
"nodemon": "2.0.5",
"sequelize-cli": "6.6.2"
}
}

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"use strict";
const fs = require("fs");
const path = require("path");
const http = require("http");
const https = require("https");
const { URL } = require("url");
let CONFIG_CACHE = null;
class LocalAIApi {
static createResponse(params, options) {
return createResponse(params, options);
}
static request(pathValue, payload, options) {
return request(pathValue, payload, options);
}
static fetchStatus(aiRequestId, options) {
return fetchStatus(aiRequestId, options);
}
static awaitResponse(aiRequestId, options) {
return awaitResponse(aiRequestId, options);
}
static extractText(response) {
return extractText(response);
}
static decodeJsonFromResponse(response) {
return decodeJsonFromResponse(response);
}
}
async function createResponse(params, options = {}) {
const payload = { ...(params || {}) };
if (!Array.isArray(payload.input) || payload.input.length === 0) {
return {
success: false,
error: "input_missing",
message: 'Parameter "input" is required and must be a non-empty array.',
};
}
const cfg = config();
if (!payload.model) {
payload.model = cfg.defaultModel;
}
const initial = await request(options.path, payload, options);
if (!initial.success) {
return initial;
}
const data = initial.data;
if (data && typeof data === "object" && data.ai_request_id) {
const pollTimeout = Number(options.poll_timeout ?? 300);
const pollInterval = Number(options.poll_interval ?? 5);
return await awaitResponse(data.ai_request_id, {
interval: pollInterval,
timeout: pollTimeout,
headers: options.headers,
timeout_per_call: options.timeout,
verify_tls: options.verify_tls,
});
}
return initial;
}
async function request(pathValue, payload = {}, options = {}) {
const cfg = config();
const resolvedPath = pathValue || options.path || cfg.responsesPath;
if (!resolvedPath) {
return {
success: false,
error: "project_id_missing",
message: "PROJECT_ID is not defined; cannot resolve AI proxy endpoint.",
};
}
if (!cfg.projectUuid) {
return {
success: false,
error: "project_uuid_missing",
message: "PROJECT_UUID is not defined; aborting AI request.",
};
}
const bodyPayload = { ...(payload || {}) };
if (!bodyPayload.project_uuid) {
bodyPayload.project_uuid = cfg.projectUuid;
}
const url = buildUrl(resolvedPath, cfg.baseUrl);
const timeout = resolveTimeout(options.timeout, cfg.timeout);
const verifyTls = resolveVerifyTls(options.verify_tls, cfg.verifyTls);
const headers = {
Accept: "application/json",
"Content-Type": "application/json",
[cfg.projectHeader]: cfg.projectUuid,
};
if (Array.isArray(options.headers)) {
for (const header of options.headers) {
if (typeof header === "string" && header.includes(":")) {
const [name, value] = header.split(":", 2);
headers[name.trim()] = value.trim();
}
}
}
const body = JSON.stringify(bodyPayload);
return sendRequest(url, "POST", body, headers, timeout, verifyTls);
}
async function fetchStatus(aiRequestId, options = {}) {
const cfg = config();
if (!cfg.projectUuid) {
return {
success: false,
error: "project_uuid_missing",
message: "PROJECT_UUID is not defined; aborting status check.",
};
}
const statusPath = resolveStatusPath(aiRequestId, cfg);
const url = buildUrl(statusPath, cfg.baseUrl);
const timeout = resolveTimeout(options.timeout, cfg.timeout);
const verifyTls = resolveVerifyTls(options.verify_tls, cfg.verifyTls);
const headers = {
Accept: "application/json",
[cfg.projectHeader]: cfg.projectUuid,
};
if (Array.isArray(options.headers)) {
for (const header of options.headers) {
if (typeof header === "string" && header.includes(":")) {
const [name, value] = header.split(":", 2);
headers[name.trim()] = value.trim();
}
}
}
return sendRequest(url, "GET", null, headers, timeout, verifyTls);
}
async function awaitResponse(aiRequestId, options = {}) {
const timeout = Number(options.timeout ?? 300);
const interval = Math.max(Number(options.interval ?? 5), 1);
const deadline = Date.now() + Math.max(timeout, interval) * 1000;
while (true) {
const statusResp = await fetchStatus(aiRequestId, {
headers: options.headers,
timeout: options.timeout_per_call,
verify_tls: options.verify_tls,
});
if (statusResp.success) {
const data = statusResp.data || {};
if (data && typeof data === "object") {
if (data.status === "success") {
return {
success: true,
status: 200,
data: data.response || data,
};
}
if (data.status === "failed") {
return {
success: false,
status: 500,
error: String(data.error || "AI request failed"),
data,
};
}
}
} else {
return statusResp;
}
if (Date.now() >= deadline) {
return {
success: false,
error: "timeout",
message: "Timed out waiting for AI response.",
};
}
await sleep(interval * 1000);
}
}
function extractText(response) {
const payload = response && typeof response === "object" ? response.data || response : null;
if (!payload || typeof payload !== "object") {
return "";
}
if (Array.isArray(payload.output)) {
let combined = "";
for (const item of payload.output) {
if (!item || !Array.isArray(item.content)) {
continue;
}
for (const block of item.content) {
if (
block &&
typeof block === "object" &&
block.type === "output_text" &&
typeof block.text === "string" &&
block.text.length > 0
) {
combined += block.text;
}
}
}
if (combined) {
return combined;
}
}
if (
payload.choices &&
payload.choices[0] &&
payload.choices[0].message &&
typeof payload.choices[0].message.content === "string"
) {
return payload.choices[0].message.content;
}
return "";
}
function decodeJsonFromResponse(response) {
const text = extractText(response);
if (!text) {
throw new Error("No text found in AI response.");
}
const parsed = parseJson(text);
if (parsed.ok && parsed.value && typeof parsed.value === "object") {
return parsed.value;
}
const stripped = stripJsonFence(text);
if (stripped !== text) {
const parsedStripped = parseJson(stripped);
if (parsedStripped.ok && parsedStripped.value && typeof parsedStripped.value === "object") {
return parsedStripped.value;
}
throw new Error(`JSON parse failed after stripping fences: ${parsedStripped.error}`);
}
throw new Error(`JSON parse failed: ${parsed.error}`);
}
function config() {
if (CONFIG_CACHE) {
return CONFIG_CACHE;
}
ensureEnvLoaded();
const baseUrl = process.env.AI_PROXY_BASE_URL || "https://flatlogic.com";
const projectId = process.env.PROJECT_ID || null;
let responsesPath = process.env.AI_RESPONSES_PATH || null;
if (!responsesPath && projectId) {
responsesPath = `/projects/${projectId}/ai-request`;
}
const timeout = resolveTimeout(process.env.AI_TIMEOUT, 30);
const verifyTls = resolveVerifyTls(process.env.AI_VERIFY_TLS, true);
CONFIG_CACHE = {
baseUrl,
responsesPath,
projectId,
projectUuid: process.env.PROJECT_UUID || null,
projectHeader: process.env.AI_PROJECT_HEADER || "project-uuid",
defaultModel: process.env.AI_DEFAULT_MODEL || "gpt-5-mini",
timeout,
verifyTls,
};
return CONFIG_CACHE;
}
function buildUrl(pathValue, baseUrl) {
const trimmed = String(pathValue || "").trim();
if (trimmed === "") {
return baseUrl;
}
if (trimmed.startsWith("http://") || trimmed.startsWith("https://")) {
return trimmed;
}
if (trimmed.startsWith("/")) {
return `${baseUrl}${trimmed}`;
}
return `${baseUrl}/${trimmed}`;
}
function resolveStatusPath(aiRequestId, cfg) {
const basePath = (cfg.responsesPath || "").replace(/\/+$/, "");
if (!basePath) {
return `/ai-request/${encodeURIComponent(String(aiRequestId))}/status`;
}
const normalized = basePath.endsWith("/ai-request") ? basePath : `${basePath}/ai-request`;
return `${normalized}/${encodeURIComponent(String(aiRequestId))}/status`;
}
function sendRequest(urlString, method, body, headers, timeoutSeconds, verifyTls) {
return new Promise((resolve) => {
let targetUrl;
try {
targetUrl = new URL(urlString);
} catch (err) {
resolve({
success: false,
error: "invalid_url",
message: err.message,
});
return;
}
const isHttps = targetUrl.protocol === "https:";
const requestFn = isHttps ? https.request : http.request;
const options = {
protocol: targetUrl.protocol,
hostname: targetUrl.hostname,
port: targetUrl.port || (isHttps ? 443 : 80),
path: `${targetUrl.pathname}${targetUrl.search}`,
method: method.toUpperCase(),
headers,
timeout: Math.max(Number(timeoutSeconds || 30), 1) * 1000,
};
if (isHttps) {
options.rejectUnauthorized = Boolean(verifyTls);
}
const req = requestFn(options, (res) => {
let responseBody = "";
res.setEncoding("utf8");
res.on("data", (chunk) => {
responseBody += chunk;
});
res.on("end", () => {
const status = res.statusCode || 0;
const parsed = parseJson(responseBody);
const payload = parsed.ok ? parsed.value : responseBody;
if (status >= 200 && status < 300) {
const result = {
success: true,
status,
data: payload,
};
if (!parsed.ok) {
result.json_error = parsed.error;
}
resolve(result);
return;
}
const errorMessage =
parsed.ok && payload && typeof payload === "object"
? String(payload.error || payload.message || "AI proxy request failed")
: String(responseBody || "AI proxy request failed");
resolve({
success: false,
status,
error: errorMessage,
response: payload,
json_error: parsed.ok ? undefined : parsed.error,
});
});
});
req.on("timeout", () => {
req.destroy(new Error("request_timeout"));
});
req.on("error", (err) => {
resolve({
success: false,
error: "request_failed",
message: err.message,
});
});
if (body) {
req.write(body);
}
req.end();
});
}
function parseJson(value) {
if (typeof value !== "string" || value.trim() === "") {
return { ok: false, error: "empty_response" };
}
try {
return { ok: true, value: JSON.parse(value) };
} catch (err) {
return { ok: false, error: err.message };
}
}
function stripJsonFence(text) {
const trimmed = text.trim();
if (trimmed.startsWith("```json")) {
return trimmed.replace(/^```json/, "").replace(/```$/, "").trim();
}
if (trimmed.startsWith("```")) {
return trimmed.replace(/^```/, "").replace(/```$/, "").trim();
}
return text;
}
function resolveTimeout(value, fallback) {
const parsed = Number.parseInt(String(value ?? fallback), 10);
return Number.isNaN(parsed) ? Number(fallback) : parsed;
}
function resolveVerifyTls(value, fallback) {
if (value === undefined || value === null) {
return Boolean(fallback);
}
return String(value).toLowerCase() !== "false" && String(value) !== "0";
}
function ensureEnvLoaded() {
if (process.env.PROJECT_UUID && process.env.PROJECT_ID) {
return;
}
const envPath = path.resolve(__dirname, "../../../../.env");
if (!fs.existsSync(envPath)) {
return;
}
let content;
try {
content = fs.readFileSync(envPath, "utf8");
} catch (err) {
throw new Error(`Failed to read executor .env: ${err.message}`);
}
for (const line of content.split(/\r?\n/)) {
const trimmed = line.trim();
if (!trimmed || trimmed.startsWith("#") || !trimmed.includes("=")) {
continue;
}
const [rawKey, ...rest] = trimmed.split("=");
const key = rawKey.trim();
if (!key) {
continue;
}
const value = rest.join("=").trim().replace(/^['"]|['"]$/g, "");
if (!process.env[key]) {
process.env[key] = value;
}
}
}
function sleep(ms) {
return new Promise((resolve) => setTimeout(resolve, ms));
}
module.exports = {
LocalAIApi,
createResponse,
request,
fetchStatus,
awaitResponse,
extractText,
decodeJsonFromResponse,
};

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const config = require('../config');
const providers = config.providers;
const helpers = require('../helpers');
const db = require('../db/models');
const passport = require('passport');
const JWTstrategy = require('passport-jwt').Strategy;
const ExtractJWT = require('passport-jwt').ExtractJwt;
const GoogleStrategy = require('passport-google-oauth2').Strategy;
const MicrosoftStrategy = require('passport-microsoft').Strategy;
const UsersDBApi = require('../db/api/users');
passport.use(new JWTstrategy({
passReqToCallback: true,
secretOrKey: config.secret_key,
jwtFromRequest: ExtractJWT.fromAuthHeaderAsBearerToken()
}, async (req, token, done) => {
try {
const user = await UsersDBApi.findBy( {email: token.user.email});
if (user && user.disabled) {
return done (new Error(`User '${user.email}' is disabled`));
}
req.currentUser = user;
return done(null, user);
} catch (error) {
done(error);
}
}));
passport.use(new GoogleStrategy({
clientID: config.google.clientId,
clientSecret: config.google.clientSecret,
callbackURL: config.apiUrl + '/auth/signin/google/callback',
passReqToCallback: true
},
function (request, accessToken, refreshToken, profile, done) {
socialStrategy(profile.email, profile, providers.GOOGLE, done);
}
));
passport.use(new MicrosoftStrategy({
clientID: config.microsoft.clientId,
clientSecret: config.microsoft.clientSecret,
callbackURL: config.apiUrl + '/auth/signin/microsoft/callback',
passReqToCallback: true
},
function (request, accessToken, refreshToken, profile, done) {
const email = profile._json.mail || profile._json.userPrincipalName;
socialStrategy(email, profile, providers.MICROSOFT, done);
}
));
function socialStrategy(email, profile, provider, done) {
db.users.findOrCreate({where: {email, provider}}).then(([user, created]) => {
const body = {
id: user.id,
email: user.email,
name: profile.displayName,
};
const token = helpers.jwtSign({user: body});
return done(null, {token});
});
}

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const os = require('os');
const config = {
gcloud: {
bucket: "fldemo-files",
hash: "afeefb9d49f5b7977577876b99532ac7"
},
bcrypt: {
saltRounds: 12
},
admin_pass: "010f0bca",
user_pass: "308eef8eefc7",
admin_email: "admin@flatlogic.com",
providers: {
LOCAL: 'local',
GOOGLE: 'google',
MICROSOFT: 'microsoft'
},
secret_key: process.env.SECRET_KEY || '010f0bca-fc81-47c7-a4a1-308eef8eefc7',
remote: '',
port: process.env.NODE_ENV === "production" ? "" : "8080",
hostUI: process.env.NODE_ENV === "production" ? "" : "http://localhost",
portUI: process.env.NODE_ENV === "production" ? "" : "3000",
portUIProd: process.env.NODE_ENV === "production" ? "" : ":3000",
swaggerUI: process.env.NODE_ENV === "production" ? "" : "http://localhost",
swaggerPort: process.env.NODE_ENV === "production" ? "" : ":8080",
google: {
clientId: process.env.GOOGLE_CLIENT_ID || '',
clientSecret: process.env.GOOGLE_CLIENT_SECRET || '',
},
microsoft: {
clientId: process.env.MS_CLIENT_ID || '',
clientSecret: process.env.MS_CLIENT_SECRET || '',
},
uploadDir: os.tmpdir(),
email: {
from: 'Stock Portfolio Tracker <app@flatlogic.app>',
host: 'email-smtp.us-east-1.amazonaws.com',
port: 587,
auth: {
user: process.env.EMAIL_USER || '',
pass: process.env.EMAIL_PASS,
},
tls: {
rejectUnauthorized: false
}
},
roles: {
admin: 'Administrator',
user: 'Viewer',
},
project_uuid: '010f0bca-fc81-47c7-a4a1-308eef8eefc7',
flHost: process.env.NODE_ENV === 'production' || process.env.NODE_ENV === 'dev_stage' ? 'https://flatlogic.com/projects' : 'http://localhost:3000/projects',
gpt_key: process.env.GPT_KEY || '',
};
config.pexelsKey = process.env.PEXELS_KEY || '';
config.pexelsQuery = 'Mountain path at sunrise';
config.host = process.env.NODE_ENV === "production" ? config.remote : "http://localhost";
config.apiUrl = `${config.host}${config.port ? `:${config.port}` : ``}/api`;
config.swaggerUrl = `${config.swaggerUI}${config.swaggerPort}`;
config.uiUrl = `${config.hostUI}${config.portUI ? `:${config.portUI}` : ``}/#`;
config.backUrl = `${config.hostUI}${config.portUI ? `:${config.portUI}` : ``}`;
module.exports = config;

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const db = require('../models');
const FileDBApi = require('./file');
const crypto = require('crypto');
const Utils = require('../utils');
const Sequelize = db.Sequelize;
const Op = Sequelize.Op;
module.exports = class Allocation_targetsDBApi {
static async create(data, options) {
const currentUser = (options && options.currentUser) || { id: null };
const transaction = (options && options.transaction) || undefined;
const allocation_targets = await db.allocation_targets.create(
{
id: data.id || undefined,
dimension: data.dimension
||
null
,
target_percent: data.target_percent
||
null
,
min_percent: data.min_percent
||
null
,
max_percent: data.max_percent
||
null
,
is_active: data.is_active
||
false
,
importHash: data.importHash || null,
createdById: currentUser.id,
updatedById: currentUser.id,
},
{ transaction },
);
await allocation_targets.setPortfolio( data.portfolio || null, {
transaction,
});
await allocation_targets.setAsset_category( data.asset_category || null, {
transaction,
});
await allocation_targets.setSector( data.sector || null, {
transaction,
});
await allocation_targets.setSymbol( data.symbol || null, {
transaction,
});
return allocation_targets;
}
static async bulkImport(data, options) {
const currentUser = (options && options.currentUser) || { id: null };
const transaction = (options && options.transaction) || undefined;
// Prepare data - wrapping individual data transformations in a map() method
const allocation_targetsData = data.map((item, index) => ({
id: item.id || undefined,
dimension: item.dimension
||
null
,
target_percent: item.target_percent
||
null
,
min_percent: item.min_percent
||
null
,
max_percent: item.max_percent
||
null
,
is_active: item.is_active
||
false
,
importHash: item.importHash || null,
createdById: currentUser.id,
updatedById: currentUser.id,
createdAt: new Date(Date.now() + index * 1000),
}));
// Bulk create items
const allocation_targets = await db.allocation_targets.bulkCreate(allocation_targetsData, { transaction });
// For each item created, replace relation files
return allocation_targets;
}
static async update(id, data, options) {
const currentUser = (options && options.currentUser) || {id: null};
const transaction = (options && options.transaction) || undefined;
const allocation_targets = await db.allocation_targets.findByPk(id, {}, {transaction});
const updatePayload = {};
if (data.dimension !== undefined) updatePayload.dimension = data.dimension;
if (data.target_percent !== undefined) updatePayload.target_percent = data.target_percent;
if (data.min_percent !== undefined) updatePayload.min_percent = data.min_percent;
if (data.max_percent !== undefined) updatePayload.max_percent = data.max_percent;
if (data.is_active !== undefined) updatePayload.is_active = data.is_active;
updatePayload.updatedById = currentUser.id;
await allocation_targets.update(updatePayload, {transaction});
if (data.portfolio !== undefined) {
await allocation_targets.setPortfolio(
data.portfolio,
{ transaction }
);
}
if (data.asset_category !== undefined) {
await allocation_targets.setAsset_category(
data.asset_category,
{ transaction }
);
}
if (data.sector !== undefined) {
await allocation_targets.setSector(
data.sector,
{ transaction }
);
}
if (data.symbol !== undefined) {
await allocation_targets.setSymbol(
data.symbol,
{ transaction }
);
}
return allocation_targets;
}
static async deleteByIds(ids, options) {
const currentUser = (options && options.currentUser) || { id: null };
const transaction = (options && options.transaction) || undefined;
const allocation_targets = await db.allocation_targets.findAll({
where: {
id: {
[Op.in]: ids,
},
},
transaction,
});
await db.sequelize.transaction(async (transaction) => {
for (const record of allocation_targets) {
await record.update(
{deletedBy: currentUser.id},
{transaction}
);
}
for (const record of allocation_targets) {
await record.destroy({transaction});
}
});
return allocation_targets;
}
static async remove(id, options) {
const currentUser = (options && options.currentUser) || {id: null};
const transaction = (options && options.transaction) || undefined;
const allocation_targets = await db.allocation_targets.findByPk(id, options);
await allocation_targets.update({
deletedBy: currentUser.id
}, {
transaction,
});
await allocation_targets.destroy({
transaction
});
return allocation_targets;
}
static async findBy(where, options) {
const transaction = (options && options.transaction) || undefined;
const allocation_targets = await db.allocation_targets.findOne(
{ where },
{ transaction },
);
if (!allocation_targets) {
return allocation_targets;
}
const output = allocation_targets.get({plain: true});
output.portfolio = await allocation_targets.getPortfolio({
transaction
});
output.asset_category = await allocation_targets.getAsset_category({
transaction
});
output.sector = await allocation_targets.getSector({
transaction
});
output.symbol = await allocation_targets.getSymbol({
transaction
});
return output;
}
static async findAll(
filter,
options
) {
const limit = filter.limit || 0;
let offset = 0;
let where = {};
const currentPage = +filter.page;
offset = currentPage * limit;
const orderBy = null;
const transaction = (options && options.transaction) || undefined;
let include = [
{
model: db.portfolios,
as: 'portfolio',
where: filter.portfolio ? {
[Op.or]: [
{ id: { [Op.in]: filter.portfolio.split('|').map(term => Utils.uuid(term)) } },
{
name: {
[Op.or]: filter.portfolio.split('|').map(term => ({ [Op.iLike]: `%${term}%` }))
}
},
]
} : {},
},
{
model: db.asset_categories,
as: 'asset_category',
where: filter.asset_category ? {
[Op.or]: [
{ id: { [Op.in]: filter.asset_category.split('|').map(term => Utils.uuid(term)) } },
{
name: {
[Op.or]: filter.asset_category.split('|').map(term => ({ [Op.iLike]: `%${term}%` }))
}
},
]
} : {},
},
{
model: db.sectors,
as: 'sector',
where: filter.sector ? {
[Op.or]: [
{ id: { [Op.in]: filter.sector.split('|').map(term => Utils.uuid(term)) } },
{
name: {
[Op.or]: filter.sector.split('|').map(term => ({ [Op.iLike]: `%${term}%` }))
}
},
]
} : {},
},
{
model: db.symbols,
as: 'symbol',
where: filter.symbol ? {
[Op.or]: [
{ id: { [Op.in]: filter.symbol.split('|').map(term => Utils.uuid(term)) } },
{
ticker: {
[Op.or]: filter.symbol.split('|').map(term => ({ [Op.iLike]: `%${term}%` }))
}
},
]
} : {},
},
];
if (filter) {
if (filter.id) {
where = {
...where,
['id']: Utils.uuid(filter.id),
};
}
if (filter.target_percentRange) {
const [start, end] = filter.target_percentRange;
if (start !== undefined && start !== null && start !== '') {
where = {
...where,
target_percent: {
...where.target_percent,
[Op.gte]: start,
},
};
}
if (end !== undefined && end !== null && end !== '') {
where = {
...where,
target_percent: {
...where.target_percent,
[Op.lte]: end,
},
};
}
}
if (filter.min_percentRange) {
const [start, end] = filter.min_percentRange;
if (start !== undefined && start !== null && start !== '') {
where = {
...where,
min_percent: {
...where.min_percent,
[Op.gte]: start,
},
};
}
if (end !== undefined && end !== null && end !== '') {
where = {
...where,
min_percent: {
...where.min_percent,
[Op.lte]: end,
},
};
}
}
if (filter.max_percentRange) {
const [start, end] = filter.max_percentRange;
if (start !== undefined && start !== null && start !== '') {
where = {
...where,
max_percent: {
...where.max_percent,
[Op.gte]: start,
},
};
}
if (end !== undefined && end !== null && end !== '') {
where = {
...where,
max_percent: {
...where.max_percent,
[Op.lte]: end,
},
};
}
}
if (filter.active !== undefined) {
where = {
...where,
active: filter.active === true || filter.active === 'true'
};
}
if (filter.dimension) {
where = {
...where,
dimension: filter.dimension,
};
}
if (filter.is_active) {
where = {
...where,
is_active: filter.is_active,
};
}
if (filter.createdAtRange) {
const [start, end] = filter.createdAtRange;
if (start !== undefined && start !== null && start !== '') {
where = {
...where,
['createdAt']: {
...where.createdAt,
[Op.gte]: start,
},
};
}
if (end !== undefined && end !== null && end !== '') {
where = {
...where,
['createdAt']: {
...where.createdAt,
[Op.lte]: end,
},
};
}
}
}
const queryOptions = {
where,
include,
distinct: true,
order: filter.field && filter.sort
? [[filter.field, filter.sort]]
: [['createdAt', 'desc']],
transaction: options?.transaction,
logging: console.log
};
if (!options?.countOnly) {
queryOptions.limit = limit ? Number(limit) : undefined;
queryOptions.offset = offset ? Number(offset) : undefined;
}
try {
const { rows, count } = await db.allocation_targets.findAndCountAll(queryOptions);
return {
rows: options?.countOnly ? [] : rows,
count: count
};
} catch (error) {
console.error('Error executing query:', error);
throw error;
}
}
static async findAllAutocomplete(query, limit, offset, ) {
let where = {};
if (query) {
where = {
[Op.or]: [
{ ['id']: Utils.uuid(query) },
Utils.ilike(
'allocation_targets',
'dimension',
query,
),
],
};
}
const records = await db.allocation_targets.findAll({
attributes: [ 'id', 'dimension' ],
where,
limit: limit ? Number(limit) : undefined,
offset: offset ? Number(offset) : undefined,
orderBy: [['dimension', 'ASC']],
});
return records.map((record) => ({
id: record.id,
label: record.dimension,
}));
}
};

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const db = require('../models');
const FileDBApi = require('./file');
const crypto = require('crypto');
const Utils = require('../utils');
const Sequelize = db.Sequelize;
const Op = Sequelize.Op;
module.exports = class Asset_categoriesDBApi {
static async create(data, options) {
const currentUser = (options && options.currentUser) || { id: null };
const transaction = (options && options.transaction) || undefined;
const asset_categories = await db.asset_categories.create(
{
id: data.id || undefined,
name: data.name
||
null
,
description: data.description
||
null
,
importHash: data.importHash || null,
createdById: currentUser.id,
updatedById: currentUser.id,
},
{ transaction },
);
return asset_categories;
}
static async bulkImport(data, options) {
const currentUser = (options && options.currentUser) || { id: null };
const transaction = (options && options.transaction) || undefined;
// Prepare data - wrapping individual data transformations in a map() method
const asset_categoriesData = data.map((item, index) => ({
id: item.id || undefined,
name: item.name
||
null
,
description: item.description
||
null
,
importHash: item.importHash || null,
createdById: currentUser.id,
updatedById: currentUser.id,
createdAt: new Date(Date.now() + index * 1000),
}));
// Bulk create items
const asset_categories = await db.asset_categories.bulkCreate(asset_categoriesData, { transaction });
// For each item created, replace relation files
return asset_categories;
}
static async update(id, data, options) {
const currentUser = (options && options.currentUser) || {id: null};
const transaction = (options && options.transaction) || undefined;
const asset_categories = await db.asset_categories.findByPk(id, {}, {transaction});
const updatePayload = {};
if (data.name !== undefined) updatePayload.name = data.name;
if (data.description !== undefined) updatePayload.description = data.description;
updatePayload.updatedById = currentUser.id;
await asset_categories.update(updatePayload, {transaction});
return asset_categories;
}
static async deleteByIds(ids, options) {
const currentUser = (options && options.currentUser) || { id: null };
const transaction = (options && options.transaction) || undefined;
const asset_categories = await db.asset_categories.findAll({
where: {
id: {
[Op.in]: ids,
},
},
transaction,
});
await db.sequelize.transaction(async (transaction) => {
for (const record of asset_categories) {
await record.update(
{deletedBy: currentUser.id},
{transaction}
);
}
for (const record of asset_categories) {
await record.destroy({transaction});
}
});
return asset_categories;
}
static async remove(id, options) {
const currentUser = (options && options.currentUser) || {id: null};
const transaction = (options && options.transaction) || undefined;
const asset_categories = await db.asset_categories.findByPk(id, options);
await asset_categories.update({
deletedBy: currentUser.id
}, {
transaction,
});
await asset_categories.destroy({
transaction
});
return asset_categories;
}
static async findBy(where, options) {
const transaction = (options && options.transaction) || undefined;
const asset_categories = await db.asset_categories.findOne(
{ where },
{ transaction },
);
if (!asset_categories) {
return asset_categories;
}
const output = asset_categories.get({plain: true});
output.symbols_asset_category = await asset_categories.getSymbols_asset_category({
transaction
});
output.allocation_targets_asset_category = await asset_categories.getAllocation_targets_asset_category({
transaction
});
return output;
}
static async findAll(
filter,
options
) {
const limit = filter.limit || 0;
let offset = 0;
let where = {};
const currentPage = +filter.page;
offset = currentPage * limit;
const orderBy = null;
const transaction = (options && options.transaction) || undefined;
let include = [
];
if (filter) {
if (filter.id) {
where = {
...where,
['id']: Utils.uuid(filter.id),
};
}
if (filter.name) {
where = {
...where,
[Op.and]: Utils.ilike(
'asset_categories',
'name',
filter.name,
),
};
}
if (filter.description) {
where = {
...where,
[Op.and]: Utils.ilike(
'asset_categories',
'description',
filter.description,
),
};
}
if (filter.active !== undefined) {
where = {
...where,
active: filter.active === true || filter.active === 'true'
};
}
if (filter.createdAtRange) {
const [start, end] = filter.createdAtRange;
if (start !== undefined && start !== null && start !== '') {
where = {
...where,
['createdAt']: {
...where.createdAt,
[Op.gte]: start,
},
};
}
if (end !== undefined && end !== null && end !== '') {
where = {
...where,
['createdAt']: {
...where.createdAt,
[Op.lte]: end,
},
};
}
}
}
const queryOptions = {
where,
include,
distinct: true,
order: filter.field && filter.sort
? [[filter.field, filter.sort]]
: [['createdAt', 'desc']],
transaction: options?.transaction,
logging: console.log
};
if (!options?.countOnly) {
queryOptions.limit = limit ? Number(limit) : undefined;
queryOptions.offset = offset ? Number(offset) : undefined;
}
try {
const { rows, count } = await db.asset_categories.findAndCountAll(queryOptions);
return {
rows: options?.countOnly ? [] : rows,
count: count
};
} catch (error) {
console.error('Error executing query:', error);
throw error;
}
}
static async findAllAutocomplete(query, limit, offset, ) {
let where = {};
if (query) {
where = {
[Op.or]: [
{ ['id']: Utils.uuid(query) },
Utils.ilike(
'asset_categories',
'name',
query,
),
],
};
}
const records = await db.asset_categories.findAll({
attributes: [ 'id', 'name' ],
where,
limit: limit ? Number(limit) : undefined,
offset: offset ? Number(offset) : undefined,
orderBy: [['name', 'ASC']],
});
return records.map((record) => ({
id: record.id,
label: record.name,
}));
}
};

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const db = require('../models');
const FileDBApi = require('./file');
const crypto = require('crypto');
const Utils = require('../utils');
const Sequelize = db.Sequelize;
const Op = Sequelize.Op;
module.exports = class Broker_accountsDBApi {
static async create(data, options) {
const currentUser = (options && options.currentUser) || { id: null };
const transaction = (options && options.transaction) || undefined;
const broker_accounts = await db.broker_accounts.create(
{
id: data.id || undefined,
name: data.name
||
null
,
account_type: data.account_type
||
null
,
broker_name: data.broker_name
||
null
,
account_number_masked: data.account_number_masked
||
null
,
currency: data.currency
||
null
,
is_default: data.is_default
||
false
,
is_active: data.is_active
||
false
,
importHash: data.importHash || null,
createdById: currentUser.id,
updatedById: currentUser.id,
},
{ transaction },
);
await broker_accounts.setUser( data.user || null, {
transaction,
});
return broker_accounts;
}
static async bulkImport(data, options) {
const currentUser = (options && options.currentUser) || { id: null };
const transaction = (options && options.transaction) || undefined;
// Prepare data - wrapping individual data transformations in a map() method
const broker_accountsData = data.map((item, index) => ({
id: item.id || undefined,
name: item.name
||
null
,
account_type: item.account_type
||
null
,
broker_name: item.broker_name
||
null
,
account_number_masked: item.account_number_masked
||
null
,
currency: item.currency
||
null
,
is_default: item.is_default
||
false
,
is_active: item.is_active
||
false
,
importHash: item.importHash || null,
createdById: currentUser.id,
updatedById: currentUser.id,
createdAt: new Date(Date.now() + index * 1000),
}));
// Bulk create items
const broker_accounts = await db.broker_accounts.bulkCreate(broker_accountsData, { transaction });
// For each item created, replace relation files
return broker_accounts;
}
static async update(id, data, options) {
const currentUser = (options && options.currentUser) || {id: null};
const transaction = (options && options.transaction) || undefined;
const broker_accounts = await db.broker_accounts.findByPk(id, {}, {transaction});
const updatePayload = {};
if (data.name !== undefined) updatePayload.name = data.name;
if (data.account_type !== undefined) updatePayload.account_type = data.account_type;
if (data.broker_name !== undefined) updatePayload.broker_name = data.broker_name;
if (data.account_number_masked !== undefined) updatePayload.account_number_masked = data.account_number_masked;
if (data.currency !== undefined) updatePayload.currency = data.currency;
if (data.is_default !== undefined) updatePayload.is_default = data.is_default;
if (data.is_active !== undefined) updatePayload.is_active = data.is_active;
updatePayload.updatedById = currentUser.id;
await broker_accounts.update(updatePayload, {transaction});
if (data.user !== undefined) {
await broker_accounts.setUser(
data.user,
{ transaction }
);
}
return broker_accounts;
}
static async deleteByIds(ids, options) {
const currentUser = (options && options.currentUser) || { id: null };
const transaction = (options && options.transaction) || undefined;
const broker_accounts = await db.broker_accounts.findAll({
where: {
id: {
[Op.in]: ids,
},
},
transaction,
});
await db.sequelize.transaction(async (transaction) => {
for (const record of broker_accounts) {
await record.update(
{deletedBy: currentUser.id},
{transaction}
);
}
for (const record of broker_accounts) {
await record.destroy({transaction});
}
});
return broker_accounts;
}
static async remove(id, options) {
const currentUser = (options && options.currentUser) || {id: null};
const transaction = (options && options.transaction) || undefined;
const broker_accounts = await db.broker_accounts.findByPk(id, options);
await broker_accounts.update({
deletedBy: currentUser.id
}, {
transaction,
});
await broker_accounts.destroy({
transaction
});
return broker_accounts;
}
static async findBy(where, options) {
const transaction = (options && options.transaction) || undefined;
const broker_accounts = await db.broker_accounts.findOne(
{ where },
{ transaction },
);
if (!broker_accounts) {
return broker_accounts;
}
const output = broker_accounts.get({plain: true});
output.holdings_broker_account = await broker_accounts.getHoldings_broker_account({
transaction
});
output.transactions_broker_account = await broker_accounts.getTransactions_broker_account({
transaction
});
output.user = await broker_accounts.getUser({
transaction
});
return output;
}
static async findAll(
filter,
options
) {
const limit = filter.limit || 0;
let offset = 0;
let where = {};
const currentPage = +filter.page;
offset = currentPage * limit;
const orderBy = null;
const transaction = (options && options.transaction) || undefined;
let include = [
{
model: db.users,
as: 'user',
where: filter.user ? {
[Op.or]: [
{ id: { [Op.in]: filter.user.split('|').map(term => Utils.uuid(term)) } },
{
firstName: {
[Op.or]: filter.user.split('|').map(term => ({ [Op.iLike]: `%${term}%` }))
}
},
]
} : {},
},
];
if (filter) {
if (filter.id) {
where = {
...where,
['id']: Utils.uuid(filter.id),
};
}
if (filter.name) {
where = {
...where,
[Op.and]: Utils.ilike(
'broker_accounts',
'name',
filter.name,
),
};
}
if (filter.broker_name) {
where = {
...where,
[Op.and]: Utils.ilike(
'broker_accounts',
'broker_name',
filter.broker_name,
),
};
}
if (filter.account_number_masked) {
where = {
...where,
[Op.and]: Utils.ilike(
'broker_accounts',
'account_number_masked',
filter.account_number_masked,
),
};
}
if (filter.currency) {
where = {
...where,
[Op.and]: Utils.ilike(
'broker_accounts',
'currency',
filter.currency,
),
};
}
if (filter.active !== undefined) {
where = {
...where,
active: filter.active === true || filter.active === 'true'
};
}
if (filter.account_type) {
where = {
...where,
account_type: filter.account_type,
};
}
if (filter.is_default) {
where = {
...where,
is_default: filter.is_default,
};
}
if (filter.is_active) {
where = {
...where,
is_active: filter.is_active,
};
}
if (filter.createdAtRange) {
const [start, end] = filter.createdAtRange;
if (start !== undefined && start !== null && start !== '') {
where = {
...where,
['createdAt']: {
...where.createdAt,
[Op.gte]: start,
},
};
}
if (end !== undefined && end !== null && end !== '') {
where = {
...where,
['createdAt']: {
...where.createdAt,
[Op.lte]: end,
},
};
}
}
}
const queryOptions = {
where,
include,
distinct: true,
order: filter.field && filter.sort
? [[filter.field, filter.sort]]
: [['createdAt', 'desc']],
transaction: options?.transaction,
logging: console.log
};
if (!options?.countOnly) {
queryOptions.limit = limit ? Number(limit) : undefined;
queryOptions.offset = offset ? Number(offset) : undefined;
}
try {
const { rows, count } = await db.broker_accounts.findAndCountAll(queryOptions);
return {
rows: options?.countOnly ? [] : rows,
count: count
};
} catch (error) {
console.error('Error executing query:', error);
throw error;
}
}
static async findAllAutocomplete(query, limit, offset, ) {
let where = {};
if (query) {
where = {
[Op.or]: [
{ ['id']: Utils.uuid(query) },
Utils.ilike(
'broker_accounts',
'name',
query,
),
],
};
}
const records = await db.broker_accounts.findAll({
attributes: [ 'id', 'name' ],
where,
limit: limit ? Number(limit) : undefined,
offset: offset ? Number(offset) : undefined,
orderBy: [['name', 'ASC']],
});
return records.map((record) => ({
id: record.id,
label: record.name,
}));
}
};

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const db = require('../models');
const FileDBApi = require('./file');
const crypto = require('crypto');
const Utils = require('../utils');
const Sequelize = db.Sequelize;
const Op = Sequelize.Op;
module.exports = class Dividend_eventsDBApi {
static async create(data, options) {
const currentUser = (options && options.currentUser) || { id: null };
const transaction = (options && options.transaction) || undefined;
const dividend_events = await db.dividend_events.create(
{
id: data.id || undefined,
status: data.status
||
null
,
ex_date: data.ex_date
||
null
,
payment_date: data.payment_date
||
null
,
dividend_per_share: data.dividend_per_share
||
null
,
shares_eligible: data.shares_eligible
||
null
,
gross_amount: data.gross_amount
||
null
,
withholding_tax: data.withholding_tax
||
null
,
net_amount: data.net_amount
||
null
,
currency: data.currency
||
null
,
importHash: data.importHash || null,
createdById: currentUser.id,
updatedById: currentUser.id,
},
{ transaction },
);
await dividend_events.setPortfolio( data.portfolio || null, {
transaction,
});
await dividend_events.setSymbol( data.symbol || null, {
transaction,
});
return dividend_events;
}
static async bulkImport(data, options) {
const currentUser = (options && options.currentUser) || { id: null };
const transaction = (options && options.transaction) || undefined;
// Prepare data - wrapping individual data transformations in a map() method
const dividend_eventsData = data.map((item, index) => ({
id: item.id || undefined,
status: item.status
||
null
,
ex_date: item.ex_date
||
null
,
payment_date: item.payment_date
||
null
,
dividend_per_share: item.dividend_per_share
||
null
,
shares_eligible: item.shares_eligible
||
null
,
gross_amount: item.gross_amount
||
null
,
withholding_tax: item.withholding_tax
||
null
,
net_amount: item.net_amount
||
null
,
currency: item.currency
||
null
,
importHash: item.importHash || null,
createdById: currentUser.id,
updatedById: currentUser.id,
createdAt: new Date(Date.now() + index * 1000),
}));
// Bulk create items
const dividend_events = await db.dividend_events.bulkCreate(dividend_eventsData, { transaction });
// For each item created, replace relation files
return dividend_events;
}
static async update(id, data, options) {
const currentUser = (options && options.currentUser) || {id: null};
const transaction = (options && options.transaction) || undefined;
const dividend_events = await db.dividend_events.findByPk(id, {}, {transaction});
const updatePayload = {};
if (data.status !== undefined) updatePayload.status = data.status;
if (data.ex_date !== undefined) updatePayload.ex_date = data.ex_date;
if (data.payment_date !== undefined) updatePayload.payment_date = data.payment_date;
if (data.dividend_per_share !== undefined) updatePayload.dividend_per_share = data.dividend_per_share;
if (data.shares_eligible !== undefined) updatePayload.shares_eligible = data.shares_eligible;
if (data.gross_amount !== undefined) updatePayload.gross_amount = data.gross_amount;
if (data.withholding_tax !== undefined) updatePayload.withholding_tax = data.withholding_tax;
if (data.net_amount !== undefined) updatePayload.net_amount = data.net_amount;
if (data.currency !== undefined) updatePayload.currency = data.currency;
updatePayload.updatedById = currentUser.id;
await dividend_events.update(updatePayload, {transaction});
if (data.portfolio !== undefined) {
await dividend_events.setPortfolio(
data.portfolio,
{ transaction }
);
}
if (data.symbol !== undefined) {
await dividend_events.setSymbol(
data.symbol,
{ transaction }
);
}
return dividend_events;
}
static async deleteByIds(ids, options) {
const currentUser = (options && options.currentUser) || { id: null };
const transaction = (options && options.transaction) || undefined;
const dividend_events = await db.dividend_events.findAll({
where: {
id: {
[Op.in]: ids,
},
},
transaction,
});
await db.sequelize.transaction(async (transaction) => {
for (const record of dividend_events) {
await record.update(
{deletedBy: currentUser.id},
{transaction}
);
}
for (const record of dividend_events) {
await record.destroy({transaction});
}
});
return dividend_events;
}
static async remove(id, options) {
const currentUser = (options && options.currentUser) || {id: null};
const transaction = (options && options.transaction) || undefined;
const dividend_events = await db.dividend_events.findByPk(id, options);
await dividend_events.update({
deletedBy: currentUser.id
}, {
transaction,
});
await dividend_events.destroy({
transaction
});
return dividend_events;
}
static async findBy(where, options) {
const transaction = (options && options.transaction) || undefined;
const dividend_events = await db.dividend_events.findOne(
{ where },
{ transaction },
);
if (!dividend_events) {
return dividend_events;
}
const output = dividend_events.get({plain: true});
output.portfolio = await dividend_events.getPortfolio({
transaction
});
output.symbol = await dividend_events.getSymbol({
transaction
});
return output;
}
static async findAll(
filter,
options
) {
const limit = filter.limit || 0;
let offset = 0;
let where = {};
const currentPage = +filter.page;
offset = currentPage * limit;
const orderBy = null;
const transaction = (options && options.transaction) || undefined;
let include = [
{
model: db.portfolios,
as: 'portfolio',
where: filter.portfolio ? {
[Op.or]: [
{ id: { [Op.in]: filter.portfolio.split('|').map(term => Utils.uuid(term)) } },
{
name: {
[Op.or]: filter.portfolio.split('|').map(term => ({ [Op.iLike]: `%${term}%` }))
}
},
]
} : {},
},
{
model: db.symbols,
as: 'symbol',
where: filter.symbol ? {
[Op.or]: [
{ id: { [Op.in]: filter.symbol.split('|').map(term => Utils.uuid(term)) } },
{
ticker: {
[Op.or]: filter.symbol.split('|').map(term => ({ [Op.iLike]: `%${term}%` }))
}
},
]
} : {},
},
];
if (filter) {
if (filter.id) {
where = {
...where,
['id']: Utils.uuid(filter.id),
};
}
if (filter.currency) {
where = {
...where,
[Op.and]: Utils.ilike(
'dividend_events',
'currency',
filter.currency,
),
};
}
if (filter.calendarStart && filter.calendarEnd) {
where = {
...where,
[Op.or]: [
{
ex_date: {
[Op.between]: [filter.calendarStart, filter.calendarEnd],
},
},
{
payment_date: {
[Op.between]: [filter.calendarStart, filter.calendarEnd],
},
},
],
};
}
if (filter.ex_dateRange) {
const [start, end] = filter.ex_dateRange;
if (start !== undefined && start !== null && start !== '') {
where = {
...where,
ex_date: {
...where.ex_date,
[Op.gte]: start,
},
};
}
if (end !== undefined && end !== null && end !== '') {
where = {
...where,
ex_date: {
...where.ex_date,
[Op.lte]: end,
},
};
}
}
if (filter.payment_dateRange) {
const [start, end] = filter.payment_dateRange;
if (start !== undefined && start !== null && start !== '') {
where = {
...where,
payment_date: {
...where.payment_date,
[Op.gte]: start,
},
};
}
if (end !== undefined && end !== null && end !== '') {
where = {
...where,
payment_date: {
...where.payment_date,
[Op.lte]: end,
},
};
}
}
if (filter.dividend_per_shareRange) {
const [start, end] = filter.dividend_per_shareRange;
if (start !== undefined && start !== null && start !== '') {
where = {
...where,
dividend_per_share: {
...where.dividend_per_share,
[Op.gte]: start,
},
};
}
if (end !== undefined && end !== null && end !== '') {
where = {
...where,
dividend_per_share: {
...where.dividend_per_share,
[Op.lte]: end,
},
};
}
}
if (filter.shares_eligibleRange) {
const [start, end] = filter.shares_eligibleRange;
if (start !== undefined && start !== null && start !== '') {
where = {
...where,
shares_eligible: {
...where.shares_eligible,
[Op.gte]: start,
},
};
}
if (end !== undefined && end !== null && end !== '') {
where = {
...where,
shares_eligible: {
...where.shares_eligible,
[Op.lte]: end,
},
};
}
}
if (filter.gross_amountRange) {
const [start, end] = filter.gross_amountRange;
if (start !== undefined && start !== null && start !== '') {
where = {
...where,
gross_amount: {
...where.gross_amount,
[Op.gte]: start,
},
};
}
if (end !== undefined && end !== null && end !== '') {
where = {
...where,
gross_amount: {
...where.gross_amount,
[Op.lte]: end,
},
};
}
}
if (filter.withholding_taxRange) {
const [start, end] = filter.withholding_taxRange;
if (start !== undefined && start !== null && start !== '') {
where = {
...where,
withholding_tax: {
...where.withholding_tax,
[Op.gte]: start,
},
};
}
if (end !== undefined && end !== null && end !== '') {
where = {
...where,
withholding_tax: {
...where.withholding_tax,
[Op.lte]: end,
},
};
}
}
if (filter.net_amountRange) {
const [start, end] = filter.net_amountRange;
if (start !== undefined && start !== null && start !== '') {
where = {
...where,
net_amount: {
...where.net_amount,
[Op.gte]: start,
},
};
}
if (end !== undefined && end !== null && end !== '') {
where = {
...where,
net_amount: {
...where.net_amount,
[Op.lte]: end,
},
};
}
}
if (filter.active !== undefined) {
where = {
...where,
active: filter.active === true || filter.active === 'true'
};
}
if (filter.status) {
where = {
...where,
status: filter.status,
};
}
if (filter.createdAtRange) {
const [start, end] = filter.createdAtRange;
if (start !== undefined && start !== null && start !== '') {
where = {
...where,
['createdAt']: {
...where.createdAt,
[Op.gte]: start,
},
};
}
if (end !== undefined && end !== null && end !== '') {
where = {
...where,
['createdAt']: {
...where.createdAt,
[Op.lte]: end,
},
};
}
}
}
const queryOptions = {
where,
include,
distinct: true,
order: filter.field && filter.sort
? [[filter.field, filter.sort]]
: [['createdAt', 'desc']],
transaction: options?.transaction,
logging: console.log
};
if (!options?.countOnly) {
queryOptions.limit = limit ? Number(limit) : undefined;
queryOptions.offset = offset ? Number(offset) : undefined;
}
try {
const { rows, count } = await db.dividend_events.findAndCountAll(queryOptions);
return {
rows: options?.countOnly ? [] : rows,
count: count
};
} catch (error) {
console.error('Error executing query:', error);
throw error;
}
}
static async findAllAutocomplete(query, limit, offset, ) {
let where = {};
if (query) {
where = {
[Op.or]: [
{ ['id']: Utils.uuid(query) },
Utils.ilike(
'dividend_events',
'currency',
query,
),
],
};
}
const records = await db.dividend_events.findAll({
attributes: [ 'id', 'currency' ],
where,
limit: limit ? Number(limit) : undefined,
offset: offset ? Number(offset) : undefined,
orderBy: [['currency', 'ASC']],
});
return records.map((record) => ({
id: record.id,
label: record.currency,
}));
}
};

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@ -0,0 +1,87 @@
const db = require('../models');
const assert = require('assert');
const services = require('../../services/file');
module.exports = class FileDBApi {
static async replaceRelationFiles(
relation,
rawFiles,
options,
) {
assert(relation.belongsTo, 'belongsTo is required');
assert(
relation.belongsToColumn,
'belongsToColumn is required',
);
assert(relation.belongsToId, 'belongsToId is required');
let files = [];
if (Array.isArray(rawFiles)) {
files = rawFiles;
} else {
files = rawFiles ? [rawFiles] : [];
}
await this._removeLegacyFiles(relation, files, options);
await this._addFiles(relation, files, options);
}
static async _addFiles(relation, files, options) {
const transaction = (options && options.transaction) || undefined;
const currentUser = (options && options.currentUser) || {id: null};
const inexistentFiles = files.filter(
(file) => !!file.new,
);
for (const file of inexistentFiles) {
await db.file.create(
{
belongsTo: relation.belongsTo,
belongsToColumn: relation.belongsToColumn,
belongsToId: relation.belongsToId,
name: file.name,
sizeInBytes: file.sizeInBytes,
privateUrl: file.privateUrl,
publicUrl: file.publicUrl,
createdById: currentUser.id,
updatedById: currentUser.id,
},
{
transaction,
},
);
}
}
static async _removeLegacyFiles(
relation,
files,
options,
) {
const transaction = (options && options.transaction) || undefined;
const filesToDelete = await db.file.findAll({
where: {
belongsTo: relation.belongsTo,
belongsToId: relation.belongsToId,
belongsToColumn: relation.belongsToColumn,
id: {
[db.Sequelize.Op
.notIn]: files
.filter((file) => !file.new)
.map((file) => file.id)
},
},
transaction,
});
for (let file of filesToDelete) {
await services.deleteGCloud(file.privateUrl);
await file.destroy({
transaction,
});
}
}
};

View File

@ -0,0 +1,747 @@
const db = require('../models');
const FileDBApi = require('./file');
const crypto = require('crypto');
const Utils = require('../utils');
const Sequelize = db.Sequelize;
const Op = Sequelize.Op;
module.exports = class HoldingsDBApi {
static async create(data, options) {
const currentUser = (options && options.currentUser) || { id: null };
const transaction = (options && options.transaction) || undefined;
const holdings = await db.holdings.create(
{
id: data.id || undefined,
quantity: data.quantity
||
null
,
average_cost: data.average_cost
||
null
,
cost_basis: data.cost_basis
||
null
,
last_price: data.last_price
||
null
,
last_price_at: data.last_price_at
||
null
,
market_value: data.market_value
||
null
,
unrealized_profit_loss: data.unrealized_profit_loss
||
null
,
unrealized_profit_loss_percent: data.unrealized_profit_loss_percent
||
null
,
is_active: data.is_active
||
false
,
importHash: data.importHash || null,
createdById: currentUser.id,
updatedById: currentUser.id,
},
{ transaction },
);
await holdings.setPortfolio( data.portfolio || null, {
transaction,
});
await holdings.setBroker_account( data.broker_account || null, {
transaction,
});
await holdings.setSymbol( data.symbol || null, {
transaction,
});
return holdings;
}
static async bulkImport(data, options) {
const currentUser = (options && options.currentUser) || { id: null };
const transaction = (options && options.transaction) || undefined;
// Prepare data - wrapping individual data transformations in a map() method
const holdingsData = data.map((item, index) => ({
id: item.id || undefined,
quantity: item.quantity
||
null
,
average_cost: item.average_cost
||
null
,
cost_basis: item.cost_basis
||
null
,
last_price: item.last_price
||
null
,
last_price_at: item.last_price_at
||
null
,
market_value: item.market_value
||
null
,
unrealized_profit_loss: item.unrealized_profit_loss
||
null
,
unrealized_profit_loss_percent: item.unrealized_profit_loss_percent
||
null
,
is_active: item.is_active
||
false
,
importHash: item.importHash || null,
createdById: currentUser.id,
updatedById: currentUser.id,
createdAt: new Date(Date.now() + index * 1000),
}));
// Bulk create items
const holdings = await db.holdings.bulkCreate(holdingsData, { transaction });
// For each item created, replace relation files
return holdings;
}
static async update(id, data, options) {
const currentUser = (options && options.currentUser) || {id: null};
const transaction = (options && options.transaction) || undefined;
const holdings = await db.holdings.findByPk(id, {}, {transaction});
const updatePayload = {};
if (data.quantity !== undefined) updatePayload.quantity = data.quantity;
if (data.average_cost !== undefined) updatePayload.average_cost = data.average_cost;
if (data.cost_basis !== undefined) updatePayload.cost_basis = data.cost_basis;
if (data.last_price !== undefined) updatePayload.last_price = data.last_price;
if (data.last_price_at !== undefined) updatePayload.last_price_at = data.last_price_at;
if (data.market_value !== undefined) updatePayload.market_value = data.market_value;
if (data.unrealized_profit_loss !== undefined) updatePayload.unrealized_profit_loss = data.unrealized_profit_loss;
if (data.unrealized_profit_loss_percent !== undefined) updatePayload.unrealized_profit_loss_percent = data.unrealized_profit_loss_percent;
if (data.is_active !== undefined) updatePayload.is_active = data.is_active;
updatePayload.updatedById = currentUser.id;
await holdings.update(updatePayload, {transaction});
if (data.portfolio !== undefined) {
await holdings.setPortfolio(
data.portfolio,
{ transaction }
);
}
if (data.broker_account !== undefined) {
await holdings.setBroker_account(
data.broker_account,
{ transaction }
);
}
if (data.symbol !== undefined) {
await holdings.setSymbol(
data.symbol,
{ transaction }
);
}
return holdings;
}
static async deleteByIds(ids, options) {
const currentUser = (options && options.currentUser) || { id: null };
const transaction = (options && options.transaction) || undefined;
const holdings = await db.holdings.findAll({
where: {
id: {
[Op.in]: ids,
},
},
transaction,
});
await db.sequelize.transaction(async (transaction) => {
for (const record of holdings) {
await record.update(
{deletedBy: currentUser.id},
{transaction}
);
}
for (const record of holdings) {
await record.destroy({transaction});
}
});
return holdings;
}
static async remove(id, options) {
const currentUser = (options && options.currentUser) || {id: null};
const transaction = (options && options.transaction) || undefined;
const holdings = await db.holdings.findByPk(id, options);
await holdings.update({
deletedBy: currentUser.id
}, {
transaction,
});
await holdings.destroy({
transaction
});
return holdings;
}
static async findBy(where, options) {
const transaction = (options && options.transaction) || undefined;
const holdings = await db.holdings.findOne(
{ where },
{ transaction },
);
if (!holdings) {
return holdings;
}
const output = holdings.get({plain: true});
output.portfolio = await holdings.getPortfolio({
transaction
});
output.broker_account = await holdings.getBroker_account({
transaction
});
output.symbol = await holdings.getSymbol({
transaction
});
return output;
}
static async findAll(
filter,
options
) {
const limit = filter.limit || 0;
let offset = 0;
let where = {};
const currentPage = +filter.page;
offset = currentPage * limit;
const orderBy = null;
const transaction = (options && options.transaction) || undefined;
let include = [
{
model: db.portfolios,
as: 'portfolio',
where: filter.portfolio ? {
[Op.or]: [
{ id: { [Op.in]: filter.portfolio.split('|').map(term => Utils.uuid(term)) } },
{
name: {
[Op.or]: filter.portfolio.split('|').map(term => ({ [Op.iLike]: `%${term}%` }))
}
},
]
} : {},
},
{
model: db.broker_accounts,
as: 'broker_account',
where: filter.broker_account ? {
[Op.or]: [
{ id: { [Op.in]: filter.broker_account.split('|').map(term => Utils.uuid(term)) } },
{
name: {
[Op.or]: filter.broker_account.split('|').map(term => ({ [Op.iLike]: `%${term}%` }))
}
},
]
} : {},
},
{
model: db.symbols,
as: 'symbol',
where: filter.symbol ? {
[Op.or]: [
{ id: { [Op.in]: filter.symbol.split('|').map(term => Utils.uuid(term)) } },
{
ticker: {
[Op.or]: filter.symbol.split('|').map(term => ({ [Op.iLike]: `%${term}%` }))
}
},
]
} : {},
},
];
if (filter) {
if (filter.id) {
where = {
...where,
['id']: Utils.uuid(filter.id),
};
}
if (filter.quantityRange) {
const [start, end] = filter.quantityRange;
if (start !== undefined && start !== null && start !== '') {
where = {
...where,
quantity: {
...where.quantity,
[Op.gte]: start,
},
};
}
if (end !== undefined && end !== null && end !== '') {
where = {
...where,
quantity: {
...where.quantity,
[Op.lte]: end,
},
};
}
}
if (filter.average_costRange) {
const [start, end] = filter.average_costRange;
if (start !== undefined && start !== null && start !== '') {
where = {
...where,
average_cost: {
...where.average_cost,
[Op.gte]: start,
},
};
}
if (end !== undefined && end !== null && end !== '') {
where = {
...where,
average_cost: {
...where.average_cost,
[Op.lte]: end,
},
};
}
}
if (filter.cost_basisRange) {
const [start, end] = filter.cost_basisRange;
if (start !== undefined && start !== null && start !== '') {
where = {
...where,
cost_basis: {
...where.cost_basis,
[Op.gte]: start,
},
};
}
if (end !== undefined && end !== null && end !== '') {
where = {
...where,
cost_basis: {
...where.cost_basis,
[Op.lte]: end,
},
};
}
}
if (filter.last_priceRange) {
const [start, end] = filter.last_priceRange;
if (start !== undefined && start !== null && start !== '') {
where = {
...where,
last_price: {
...where.last_price,
[Op.gte]: start,
},
};
}
if (end !== undefined && end !== null && end !== '') {
where = {
...where,
last_price: {
...where.last_price,
[Op.lte]: end,
},
};
}
}
if (filter.last_price_atRange) {
const [start, end] = filter.last_price_atRange;
if (start !== undefined && start !== null && start !== '') {
where = {
...where,
last_price_at: {
...where.last_price_at,
[Op.gte]: start,
},
};
}
if (end !== undefined && end !== null && end !== '') {
where = {
...where,
last_price_at: {
...where.last_price_at,
[Op.lte]: end,
},
};
}
}
if (filter.market_valueRange) {
const [start, end] = filter.market_valueRange;
if (start !== undefined && start !== null && start !== '') {
where = {
...where,
market_value: {
...where.market_value,
[Op.gte]: start,
},
};
}
if (end !== undefined && end !== null && end !== '') {
where = {
...where,
market_value: {
...where.market_value,
[Op.lte]: end,
},
};
}
}
if (filter.unrealized_profit_lossRange) {
const [start, end] = filter.unrealized_profit_lossRange;
if (start !== undefined && start !== null && start !== '') {
where = {
...where,
unrealized_profit_loss: {
...where.unrealized_profit_loss,
[Op.gte]: start,
},
};
}
if (end !== undefined && end !== null && end !== '') {
where = {
...where,
unrealized_profit_loss: {
...where.unrealized_profit_loss,
[Op.lte]: end,
},
};
}
}
if (filter.unrealized_profit_loss_percentRange) {
const [start, end] = filter.unrealized_profit_loss_percentRange;
if (start !== undefined && start !== null && start !== '') {
where = {
...where,
unrealized_profit_loss_percent: {
...where.unrealized_profit_loss_percent,
[Op.gte]: start,
},
};
}
if (end !== undefined && end !== null && end !== '') {
where = {
...where,
unrealized_profit_loss_percent: {
...where.unrealized_profit_loss_percent,
[Op.lte]: end,
},
};
}
}
if (filter.active !== undefined) {
where = {
...where,
active: filter.active === true || filter.active === 'true'
};
}
if (filter.is_active) {
where = {
...where,
is_active: filter.is_active,
};
}
if (filter.createdAtRange) {
const [start, end] = filter.createdAtRange;
if (start !== undefined && start !== null && start !== '') {
where = {
...where,
['createdAt']: {
...where.createdAt,
[Op.gte]: start,
},
};
}
if (end !== undefined && end !== null && end !== '') {
where = {
...where,
['createdAt']: {
...where.createdAt,
[Op.lte]: end,
},
};
}
}
}
const queryOptions = {
where,
include,
distinct: true,
order: filter.field && filter.sort
? [[filter.field, filter.sort]]
: [['createdAt', 'desc']],
transaction: options?.transaction,
logging: console.log
};
if (!options?.countOnly) {
queryOptions.limit = limit ? Number(limit) : undefined;
queryOptions.offset = offset ? Number(offset) : undefined;
}
try {
const { rows, count } = await db.holdings.findAndCountAll(queryOptions);
return {
rows: options?.countOnly ? [] : rows,
count: count
};
} catch (error) {
console.error('Error executing query:', error);
throw error;
}
}
static async findAllAutocomplete(query, limit, offset, ) {
let where = {};
if (query) {
where = {
[Op.or]: [
{ ['id']: Utils.uuid(query) },
Utils.ilike(
'holdings',
'quantity',
query,
),
],
};
}
const records = await db.holdings.findAll({
attributes: [ 'id', 'quantity' ],
where,
limit: limit ? Number(limit) : undefined,
offset: offset ? Number(offset) : undefined,
orderBy: [['quantity', 'ASC']],
});
return records.map((record) => ({
id: record.id,
label: record.quantity,
}));
}
};

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const db = require('../models');
const FileDBApi = require('./file');
const crypto = require('crypto');
const Utils = require('../utils');
const Sequelize = db.Sequelize;
const Op = Sequelize.Op;
module.exports = class PermissionsDBApi {
static async create(data, options) {
const currentUser = (options && options.currentUser) || { id: null };
const transaction = (options && options.transaction) || undefined;
const permissions = await db.permissions.create(
{
id: data.id || undefined,
name: data.name
||
null
,
importHash: data.importHash || null,
createdById: currentUser.id,
updatedById: currentUser.id,
},
{ transaction },
);
return permissions;
}
static async bulkImport(data, options) {
const currentUser = (options && options.currentUser) || { id: null };
const transaction = (options && options.transaction) || undefined;
// Prepare data - wrapping individual data transformations in a map() method
const permissionsData = data.map((item, index) => ({
id: item.id || undefined,
name: item.name
||
null
,
importHash: item.importHash || null,
createdById: currentUser.id,
updatedById: currentUser.id,
createdAt: new Date(Date.now() + index * 1000),
}));
// Bulk create items
const permissions = await db.permissions.bulkCreate(permissionsData, { transaction });
// For each item created, replace relation files
return permissions;
}
static async update(id, data, options) {
const currentUser = (options && options.currentUser) || {id: null};
const transaction = (options && options.transaction) || undefined;
const permissions = await db.permissions.findByPk(id, {}, {transaction});
const updatePayload = {};
if (data.name !== undefined) updatePayload.name = data.name;
updatePayload.updatedById = currentUser.id;
await permissions.update(updatePayload, {transaction});
return permissions;
}
static async deleteByIds(ids, options) {
const currentUser = (options && options.currentUser) || { id: null };
const transaction = (options && options.transaction) || undefined;
const permissions = await db.permissions.findAll({
where: {
id: {
[Op.in]: ids,
},
},
transaction,
});
await db.sequelize.transaction(async (transaction) => {
for (const record of permissions) {
await record.update(
{deletedBy: currentUser.id},
{transaction}
);
}
for (const record of permissions) {
await record.destroy({transaction});
}
});
return permissions;
}
static async remove(id, options) {
const currentUser = (options && options.currentUser) || {id: null};
const transaction = (options && options.transaction) || undefined;
const permissions = await db.permissions.findByPk(id, options);
await permissions.update({
deletedBy: currentUser.id
}, {
transaction,
});
await permissions.destroy({
transaction
});
return permissions;
}
static async findBy(where, options) {
const transaction = (options && options.transaction) || undefined;
const permissions = await db.permissions.findOne(
{ where },
{ transaction },
);
if (!permissions) {
return permissions;
}
const output = permissions.get({plain: true});
return output;
}
static async findAll(
filter,
options
) {
const limit = filter.limit || 0;
let offset = 0;
let where = {};
const currentPage = +filter.page;
offset = currentPage * limit;
const orderBy = null;
const transaction = (options && options.transaction) || undefined;
let include = [
];
if (filter) {
if (filter.id) {
where = {
...where,
['id']: Utils.uuid(filter.id),
};
}
if (filter.name) {
where = {
...where,
[Op.and]: Utils.ilike(
'permissions',
'name',
filter.name,
),
};
}
if (filter.active !== undefined) {
where = {
...where,
active: filter.active === true || filter.active === 'true'
};
}
if (filter.createdAtRange) {
const [start, end] = filter.createdAtRange;
if (start !== undefined && start !== null && start !== '') {
where = {
...where,
['createdAt']: {
...where.createdAt,
[Op.gte]: start,
},
};
}
if (end !== undefined && end !== null && end !== '') {
where = {
...where,
['createdAt']: {
...where.createdAt,
[Op.lte]: end,
},
};
}
}
}
const queryOptions = {
where,
include,
distinct: true,
order: filter.field && filter.sort
? [[filter.field, filter.sort]]
: [['createdAt', 'desc']],
transaction: options?.transaction,
logging: console.log
};
if (!options?.countOnly) {
queryOptions.limit = limit ? Number(limit) : undefined;
queryOptions.offset = offset ? Number(offset) : undefined;
}
try {
const { rows, count } = await db.permissions.findAndCountAll(queryOptions);
return {
rows: options?.countOnly ? [] : rows,
count: count
};
} catch (error) {
console.error('Error executing query:', error);
throw error;
}
}
static async findAllAutocomplete(query, limit, offset, ) {
let where = {};
if (query) {
where = {
[Op.or]: [
{ ['id']: Utils.uuid(query) },
Utils.ilike(
'permissions',
'name',
query,
),
],
};
}
const records = await db.permissions.findAll({
attributes: [ 'id', 'name' ],
where,
limit: limit ? Number(limit) : undefined,
offset: offset ? Number(offset) : undefined,
orderBy: [['name', 'ASC']],
});
return records.map((record) => ({
id: record.id,
label: record.name,
}));
}
};

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const db = require('../models');
const FileDBApi = require('./file');
const crypto = require('crypto');
const Utils = require('../utils');
const Sequelize = db.Sequelize;
const Op = Sequelize.Op;
module.exports = class Portfolio_valuationsDBApi {
static async create(data, options) {
const currentUser = (options && options.currentUser) || { id: null };
const transaction = (options && options.transaction) || undefined;
const portfolio_valuations = await db.portfolio_valuations.create(
{
id: data.id || undefined,
valued_at: data.valued_at
||
null
,
total_value: data.total_value
||
null
,
cash_value: data.cash_value
||
null
,
invested_value: data.invested_value
||
null
,
day_change: data.day_change
||
null
,
day_change_percent: data.day_change_percent
||
null
,
total_profit_loss: data.total_profit_loss
||
null
,
total_profit_loss_percent: data.total_profit_loss_percent
||
null
,
importHash: data.importHash || null,
createdById: currentUser.id,
updatedById: currentUser.id,
},
{ transaction },
);
await portfolio_valuations.setPortfolio( data.portfolio || null, {
transaction,
});
return portfolio_valuations;
}
static async bulkImport(data, options) {
const currentUser = (options && options.currentUser) || { id: null };
const transaction = (options && options.transaction) || undefined;
// Prepare data - wrapping individual data transformations in a map() method
const portfolio_valuationsData = data.map((item, index) => ({
id: item.id || undefined,
valued_at: item.valued_at
||
null
,
total_value: item.total_value
||
null
,
cash_value: item.cash_value
||
null
,
invested_value: item.invested_value
||
null
,
day_change: item.day_change
||
null
,
day_change_percent: item.day_change_percent
||
null
,
total_profit_loss: item.total_profit_loss
||
null
,
total_profit_loss_percent: item.total_profit_loss_percent
||
null
,
importHash: item.importHash || null,
createdById: currentUser.id,
updatedById: currentUser.id,
createdAt: new Date(Date.now() + index * 1000),
}));
// Bulk create items
const portfolio_valuations = await db.portfolio_valuations.bulkCreate(portfolio_valuationsData, { transaction });
// For each item created, replace relation files
return portfolio_valuations;
}
static async update(id, data, options) {
const currentUser = (options && options.currentUser) || {id: null};
const transaction = (options && options.transaction) || undefined;
const portfolio_valuations = await db.portfolio_valuations.findByPk(id, {}, {transaction});
const updatePayload = {};
if (data.valued_at !== undefined) updatePayload.valued_at = data.valued_at;
if (data.total_value !== undefined) updatePayload.total_value = data.total_value;
if (data.cash_value !== undefined) updatePayload.cash_value = data.cash_value;
if (data.invested_value !== undefined) updatePayload.invested_value = data.invested_value;
if (data.day_change !== undefined) updatePayload.day_change = data.day_change;
if (data.day_change_percent !== undefined) updatePayload.day_change_percent = data.day_change_percent;
if (data.total_profit_loss !== undefined) updatePayload.total_profit_loss = data.total_profit_loss;
if (data.total_profit_loss_percent !== undefined) updatePayload.total_profit_loss_percent = data.total_profit_loss_percent;
updatePayload.updatedById = currentUser.id;
await portfolio_valuations.update(updatePayload, {transaction});
if (data.portfolio !== undefined) {
await portfolio_valuations.setPortfolio(
data.portfolio,
{ transaction }
);
}
return portfolio_valuations;
}
static async deleteByIds(ids, options) {
const currentUser = (options && options.currentUser) || { id: null };
const transaction = (options && options.transaction) || undefined;
const portfolio_valuations = await db.portfolio_valuations.findAll({
where: {
id: {
[Op.in]: ids,
},
},
transaction,
});
await db.sequelize.transaction(async (transaction) => {
for (const record of portfolio_valuations) {
await record.update(
{deletedBy: currentUser.id},
{transaction}
);
}
for (const record of portfolio_valuations) {
await record.destroy({transaction});
}
});
return portfolio_valuations;
}
static async remove(id, options) {
const currentUser = (options && options.currentUser) || {id: null};
const transaction = (options && options.transaction) || undefined;
const portfolio_valuations = await db.portfolio_valuations.findByPk(id, options);
await portfolio_valuations.update({
deletedBy: currentUser.id
}, {
transaction,
});
await portfolio_valuations.destroy({
transaction
});
return portfolio_valuations;
}
static async findBy(where, options) {
const transaction = (options && options.transaction) || undefined;
const portfolio_valuations = await db.portfolio_valuations.findOne(
{ where },
{ transaction },
);
if (!portfolio_valuations) {
return portfolio_valuations;
}
const output = portfolio_valuations.get({plain: true});
output.portfolio = await portfolio_valuations.getPortfolio({
transaction
});
return output;
}
static async findAll(
filter,
options
) {
const limit = filter.limit || 0;
let offset = 0;
let where = {};
const currentPage = +filter.page;
offset = currentPage * limit;
const orderBy = null;
const transaction = (options && options.transaction) || undefined;
let include = [
{
model: db.portfolios,
as: 'portfolio',
where: filter.portfolio ? {
[Op.or]: [
{ id: { [Op.in]: filter.portfolio.split('|').map(term => Utils.uuid(term)) } },
{
name: {
[Op.or]: filter.portfolio.split('|').map(term => ({ [Op.iLike]: `%${term}%` }))
}
},
]
} : {},
},
];
if (filter) {
if (filter.id) {
where = {
...where,
['id']: Utils.uuid(filter.id),
};
}
if (filter.valued_atRange) {
const [start, end] = filter.valued_atRange;
if (start !== undefined && start !== null && start !== '') {
where = {
...where,
valued_at: {
...where.valued_at,
[Op.gte]: start,
},
};
}
if (end !== undefined && end !== null && end !== '') {
where = {
...where,
valued_at: {
...where.valued_at,
[Op.lte]: end,
},
};
}
}
if (filter.total_valueRange) {
const [start, end] = filter.total_valueRange;
if (start !== undefined && start !== null && start !== '') {
where = {
...where,
total_value: {
...where.total_value,
[Op.gte]: start,
},
};
}
if (end !== undefined && end !== null && end !== '') {
where = {
...where,
total_value: {
...where.total_value,
[Op.lte]: end,
},
};
}
}
if (filter.cash_valueRange) {
const [start, end] = filter.cash_valueRange;
if (start !== undefined && start !== null && start !== '') {
where = {
...where,
cash_value: {
...where.cash_value,
[Op.gte]: start,
},
};
}
if (end !== undefined && end !== null && end !== '') {
where = {
...where,
cash_value: {
...where.cash_value,
[Op.lte]: end,
},
};
}
}
if (filter.invested_valueRange) {
const [start, end] = filter.invested_valueRange;
if (start !== undefined && start !== null && start !== '') {
where = {
...where,
invested_value: {
...where.invested_value,
[Op.gte]: start,
},
};
}
if (end !== undefined && end !== null && end !== '') {
where = {
...where,
invested_value: {
...where.invested_value,
[Op.lte]: end,
},
};
}
}
if (filter.day_changeRange) {
const [start, end] = filter.day_changeRange;
if (start !== undefined && start !== null && start !== '') {
where = {
...where,
day_change: {
...where.day_change,
[Op.gte]: start,
},
};
}
if (end !== undefined && end !== null && end !== '') {
where = {
...where,
day_change: {
...where.day_change,
[Op.lte]: end,
},
};
}
}
if (filter.day_change_percentRange) {
const [start, end] = filter.day_change_percentRange;
if (start !== undefined && start !== null && start !== '') {
where = {
...where,
day_change_percent: {
...where.day_change_percent,
[Op.gte]: start,
},
};
}
if (end !== undefined && end !== null && end !== '') {
where = {
...where,
day_change_percent: {
...where.day_change_percent,
[Op.lte]: end,
},
};
}
}
if (filter.total_profit_lossRange) {
const [start, end] = filter.total_profit_lossRange;
if (start !== undefined && start !== null && start !== '') {
where = {
...where,
total_profit_loss: {
...where.total_profit_loss,
[Op.gte]: start,
},
};
}
if (end !== undefined && end !== null && end !== '') {
where = {
...where,
total_profit_loss: {
...where.total_profit_loss,
[Op.lte]: end,
},
};
}
}
if (filter.total_profit_loss_percentRange) {
const [start, end] = filter.total_profit_loss_percentRange;
if (start !== undefined && start !== null && start !== '') {
where = {
...where,
total_profit_loss_percent: {
...where.total_profit_loss_percent,
[Op.gte]: start,
},
};
}
if (end !== undefined && end !== null && end !== '') {
where = {
...where,
total_profit_loss_percent: {
...where.total_profit_loss_percent,
[Op.lte]: end,
},
};
}
}
if (filter.active !== undefined) {
where = {
...where,
active: filter.active === true || filter.active === 'true'
};
}
if (filter.createdAtRange) {
const [start, end] = filter.createdAtRange;
if (start !== undefined && start !== null && start !== '') {
where = {
...where,
['createdAt']: {
...where.createdAt,
[Op.gte]: start,
},
};
}
if (end !== undefined && end !== null && end !== '') {
where = {
...where,
['createdAt']: {
...where.createdAt,
[Op.lte]: end,
},
};
}
}
}
const queryOptions = {
where,
include,
distinct: true,
order: filter.field && filter.sort
? [[filter.field, filter.sort]]
: [['createdAt', 'desc']],
transaction: options?.transaction,
logging: console.log
};
if (!options?.countOnly) {
queryOptions.limit = limit ? Number(limit) : undefined;
queryOptions.offset = offset ? Number(offset) : undefined;
}
try {
const { rows, count } = await db.portfolio_valuations.findAndCountAll(queryOptions);
return {
rows: options?.countOnly ? [] : rows,
count: count
};
} catch (error) {
console.error('Error executing query:', error);
throw error;
}
}
static async findAllAutocomplete(query, limit, offset, ) {
let where = {};
if (query) {
where = {
[Op.or]: [
{ ['id']: Utils.uuid(query) },
Utils.ilike(
'portfolio_valuations',
'valued_at',
query,
),
],
};
}
const records = await db.portfolio_valuations.findAll({
attributes: [ 'id', 'valued_at' ],
where,
limit: limit ? Number(limit) : undefined,
offset: offset ? Number(offset) : undefined,
orderBy: [['valued_at', 'ASC']],
});
return records.map((record) => ({
id: record.id,
label: record.valued_at,
}));
}
};

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const db = require('../models');
const FileDBApi = require('./file');
const crypto = require('crypto');
const Utils = require('../utils');
const Sequelize = db.Sequelize;
const Op = Sequelize.Op;
module.exports = class PortfoliosDBApi {
static async create(data, options) {
const currentUser = (options && options.currentUser) || { id: null };
const transaction = (options && options.transaction) || undefined;
const portfolios = await db.portfolios.create(
{
id: data.id || undefined,
name: data.name
||
null
,
currency: data.currency
||
null
,
description: data.description
||
null
,
is_active: data.is_active
||
false
,
importHash: data.importHash || null,
createdById: currentUser.id,
updatedById: currentUser.id,
},
{ transaction },
);
await portfolios.setUser( data.user || null, {
transaction,
});
return portfolios;
}
static async bulkImport(data, options) {
const currentUser = (options && options.currentUser) || { id: null };
const transaction = (options && options.transaction) || undefined;
// Prepare data - wrapping individual data transformations in a map() method
const portfoliosData = data.map((item, index) => ({
id: item.id || undefined,
name: item.name
||
null
,
currency: item.currency
||
null
,
description: item.description
||
null
,
is_active: item.is_active
||
false
,
importHash: item.importHash || null,
createdById: currentUser.id,
updatedById: currentUser.id,
createdAt: new Date(Date.now() + index * 1000),
}));
// Bulk create items
const portfolios = await db.portfolios.bulkCreate(portfoliosData, { transaction });
// For each item created, replace relation files
return portfolios;
}
static async update(id, data, options) {
const currentUser = (options && options.currentUser) || {id: null};
const transaction = (options && options.transaction) || undefined;
const portfolios = await db.portfolios.findByPk(id, {}, {transaction});
const updatePayload = {};
if (data.name !== undefined) updatePayload.name = data.name;
if (data.currency !== undefined) updatePayload.currency = data.currency;
if (data.description !== undefined) updatePayload.description = data.description;
if (data.is_active !== undefined) updatePayload.is_active = data.is_active;
updatePayload.updatedById = currentUser.id;
await portfolios.update(updatePayload, {transaction});
if (data.user !== undefined) {
await portfolios.setUser(
data.user,
{ transaction }
);
}
return portfolios;
}
static async deleteByIds(ids, options) {
const currentUser = (options && options.currentUser) || { id: null };
const transaction = (options && options.transaction) || undefined;
const portfolios = await db.portfolios.findAll({
where: {
id: {
[Op.in]: ids,
},
},
transaction,
});
await db.sequelize.transaction(async (transaction) => {
for (const record of portfolios) {
await record.update(
{deletedBy: currentUser.id},
{transaction}
);
}
for (const record of portfolios) {
await record.destroy({transaction});
}
});
return portfolios;
}
static async remove(id, options) {
const currentUser = (options && options.currentUser) || {id: null};
const transaction = (options && options.transaction) || undefined;
const portfolios = await db.portfolios.findByPk(id, options);
await portfolios.update({
deletedBy: currentUser.id
}, {
transaction,
});
await portfolios.destroy({
transaction
});
return portfolios;
}
static async findBy(where, options) {
const transaction = (options && options.transaction) || undefined;
const portfolios = await db.portfolios.findOne(
{ where },
{ transaction },
);
if (!portfolios) {
return portfolios;
}
const output = portfolios.get({plain: true});
output.holdings_portfolio = await portfolios.getHoldings_portfolio({
transaction
});
output.transactions_portfolio = await portfolios.getTransactions_portfolio({
transaction
});
output.dividend_events_portfolio = await portfolios.getDividend_events_portfolio({
transaction
});
output.portfolio_valuations_portfolio = await portfolios.getPortfolio_valuations_portfolio({
transaction
});
output.allocation_targets_portfolio = await portfolios.getAllocation_targets_portfolio({
transaction
});
output.user = await portfolios.getUser({
transaction
});
return output;
}
static async findAll(
filter,
options
) {
const limit = filter.limit || 0;
let offset = 0;
let where = {};
const currentPage = +filter.page;
offset = currentPage * limit;
const orderBy = null;
const transaction = (options && options.transaction) || undefined;
let include = [
{
model: db.users,
as: 'user',
where: filter.user ? {
[Op.or]: [
{ id: { [Op.in]: filter.user.split('|').map(term => Utils.uuid(term)) } },
{
firstName: {
[Op.or]: filter.user.split('|').map(term => ({ [Op.iLike]: `%${term}%` }))
}
},
]
} : {},
},
];
if (filter) {
if (filter.id) {
where = {
...where,
['id']: Utils.uuid(filter.id),
};
}
if (filter.name) {
where = {
...where,
[Op.and]: Utils.ilike(
'portfolios',
'name',
filter.name,
),
};
}
if (filter.currency) {
where = {
...where,
[Op.and]: Utils.ilike(
'portfolios',
'currency',
filter.currency,
),
};
}
if (filter.description) {
where = {
...where,
[Op.and]: Utils.ilike(
'portfolios',
'description',
filter.description,
),
};
}
if (filter.active !== undefined) {
where = {
...where,
active: filter.active === true || filter.active === 'true'
};
}
if (filter.is_active) {
where = {
...where,
is_active: filter.is_active,
};
}
if (filter.createdAtRange) {
const [start, end] = filter.createdAtRange;
if (start !== undefined && start !== null && start !== '') {
where = {
...where,
['createdAt']: {
...where.createdAt,
[Op.gte]: start,
},
};
}
if (end !== undefined && end !== null && end !== '') {
where = {
...where,
['createdAt']: {
...where.createdAt,
[Op.lte]: end,
},
};
}
}
}
const queryOptions = {
where,
include,
distinct: true,
order: filter.field && filter.sort
? [[filter.field, filter.sort]]
: [['createdAt', 'desc']],
transaction: options?.transaction,
logging: console.log
};
if (!options?.countOnly) {
queryOptions.limit = limit ? Number(limit) : undefined;
queryOptions.offset = offset ? Number(offset) : undefined;
}
try {
const { rows, count } = await db.portfolios.findAndCountAll(queryOptions);
return {
rows: options?.countOnly ? [] : rows,
count: count
};
} catch (error) {
console.error('Error executing query:', error);
throw error;
}
}
static async findAllAutocomplete(query, limit, offset, ) {
let where = {};
if (query) {
where = {
[Op.or]: [
{ ['id']: Utils.uuid(query) },
Utils.ilike(
'portfolios',
'name',
query,
),
],
};
}
const records = await db.portfolios.findAll({
attributes: [ 'id', 'name' ],
where,
limit: limit ? Number(limit) : undefined,
offset: offset ? Number(offset) : undefined,
orderBy: [['name', 'ASC']],
});
return records.map((record) => ({
id: record.id,
label: record.name,
}));
}
};

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@ -0,0 +1,638 @@
const db = require('../models');
const FileDBApi = require('./file');
const crypto = require('crypto');
const Utils = require('../utils');
const Sequelize = db.Sequelize;
const Op = Sequelize.Op;
module.exports = class Price_snapshotsDBApi {
static async create(data, options) {
const currentUser = (options && options.currentUser) || { id: null };
const transaction = (options && options.transaction) || undefined;
const price_snapshots = await db.price_snapshots.create(
{
id: data.id || undefined,
priced_at: data.priced_at
||
null
,
open: data.open
||
null
,
high: data.high
||
null
,
low: data.low
||
null
,
close: data.close
||
null
,
adjusted_close: data.adjusted_close
||
null
,
volume: data.volume
||
null
,
source: data.source
||
null
,
importHash: data.importHash || null,
createdById: currentUser.id,
updatedById: currentUser.id,
},
{ transaction },
);
await price_snapshots.setSymbol( data.symbol || null, {
transaction,
});
return price_snapshots;
}
static async bulkImport(data, options) {
const currentUser = (options && options.currentUser) || { id: null };
const transaction = (options && options.transaction) || undefined;
// Prepare data - wrapping individual data transformations in a map() method
const price_snapshotsData = data.map((item, index) => ({
id: item.id || undefined,
priced_at: item.priced_at
||
null
,
open: item.open
||
null
,
high: item.high
||
null
,
low: item.low
||
null
,
close: item.close
||
null
,
adjusted_close: item.adjusted_close
||
null
,
volume: item.volume
||
null
,
source: item.source
||
null
,
importHash: item.importHash || null,
createdById: currentUser.id,
updatedById: currentUser.id,
createdAt: new Date(Date.now() + index * 1000),
}));
// Bulk create items
const price_snapshots = await db.price_snapshots.bulkCreate(price_snapshotsData, { transaction });
// For each item created, replace relation files
return price_snapshots;
}
static async update(id, data, options) {
const currentUser = (options && options.currentUser) || {id: null};
const transaction = (options && options.transaction) || undefined;
const price_snapshots = await db.price_snapshots.findByPk(id, {}, {transaction});
const updatePayload = {};
if (data.priced_at !== undefined) updatePayload.priced_at = data.priced_at;
if (data.open !== undefined) updatePayload.open = data.open;
if (data.high !== undefined) updatePayload.high = data.high;
if (data.low !== undefined) updatePayload.low = data.low;
if (data.close !== undefined) updatePayload.close = data.close;
if (data.adjusted_close !== undefined) updatePayload.adjusted_close = data.adjusted_close;
if (data.volume !== undefined) updatePayload.volume = data.volume;
if (data.source !== undefined) updatePayload.source = data.source;
updatePayload.updatedById = currentUser.id;
await price_snapshots.update(updatePayload, {transaction});
if (data.symbol !== undefined) {
await price_snapshots.setSymbol(
data.symbol,
{ transaction }
);
}
return price_snapshots;
}
static async deleteByIds(ids, options) {
const currentUser = (options && options.currentUser) || { id: null };
const transaction = (options && options.transaction) || undefined;
const price_snapshots = await db.price_snapshots.findAll({
where: {
id: {
[Op.in]: ids,
},
},
transaction,
});
await db.sequelize.transaction(async (transaction) => {
for (const record of price_snapshots) {
await record.update(
{deletedBy: currentUser.id},
{transaction}
);
}
for (const record of price_snapshots) {
await record.destroy({transaction});
}
});
return price_snapshots;
}
static async remove(id, options) {
const currentUser = (options && options.currentUser) || {id: null};
const transaction = (options && options.transaction) || undefined;
const price_snapshots = await db.price_snapshots.findByPk(id, options);
await price_snapshots.update({
deletedBy: currentUser.id
}, {
transaction,
});
await price_snapshots.destroy({
transaction
});
return price_snapshots;
}
static async findBy(where, options) {
const transaction = (options && options.transaction) || undefined;
const price_snapshots = await db.price_snapshots.findOne(
{ where },
{ transaction },
);
if (!price_snapshots) {
return price_snapshots;
}
const output = price_snapshots.get({plain: true});
output.symbol = await price_snapshots.getSymbol({
transaction
});
return output;
}
static async findAll(
filter,
options
) {
const limit = filter.limit || 0;
let offset = 0;
let where = {};
const currentPage = +filter.page;
offset = currentPage * limit;
const orderBy = null;
const transaction = (options && options.transaction) || undefined;
let include = [
{
model: db.symbols,
as: 'symbol',
where: filter.symbol ? {
[Op.or]: [
{ id: { [Op.in]: filter.symbol.split('|').map(term => Utils.uuid(term)) } },
{
ticker: {
[Op.or]: filter.symbol.split('|').map(term => ({ [Op.iLike]: `%${term}%` }))
}
},
]
} : {},
},
];
if (filter) {
if (filter.id) {
where = {
...where,
['id']: Utils.uuid(filter.id),
};
}
if (filter.source) {
where = {
...where,
[Op.and]: Utils.ilike(
'price_snapshots',
'source',
filter.source,
),
};
}
if (filter.priced_atRange) {
const [start, end] = filter.priced_atRange;
if (start !== undefined && start !== null && start !== '') {
where = {
...where,
priced_at: {
...where.priced_at,
[Op.gte]: start,
},
};
}
if (end !== undefined && end !== null && end !== '') {
where = {
...where,
priced_at: {
...where.priced_at,
[Op.lte]: end,
},
};
}
}
if (filter.openRange) {
const [start, end] = filter.openRange;
if (start !== undefined && start !== null && start !== '') {
where = {
...where,
open: {
...where.open,
[Op.gte]: start,
},
};
}
if (end !== undefined && end !== null && end !== '') {
where = {
...where,
open: {
...where.open,
[Op.lte]: end,
},
};
}
}
if (filter.highRange) {
const [start, end] = filter.highRange;
if (start !== undefined && start !== null && start !== '') {
where = {
...where,
high: {
...where.high,
[Op.gte]: start,
},
};
}
if (end !== undefined && end !== null && end !== '') {
where = {
...where,
high: {
...where.high,
[Op.lte]: end,
},
};
}
}
if (filter.lowRange) {
const [start, end] = filter.lowRange;
if (start !== undefined && start !== null && start !== '') {
where = {
...where,
low: {
...where.low,
[Op.gte]: start,
},
};
}
if (end !== undefined && end !== null && end !== '') {
where = {
...where,
low: {
...where.low,
[Op.lte]: end,
},
};
}
}
if (filter.closeRange) {
const [start, end] = filter.closeRange;
if (start !== undefined && start !== null && start !== '') {
where = {
...where,
close: {
...where.close,
[Op.gte]: start,
},
};
}
if (end !== undefined && end !== null && end !== '') {
where = {
...where,
close: {
...where.close,
[Op.lte]: end,
},
};
}
}
if (filter.adjusted_closeRange) {
const [start, end] = filter.adjusted_closeRange;
if (start !== undefined && start !== null && start !== '') {
where = {
...where,
adjusted_close: {
...where.adjusted_close,
[Op.gte]: start,
},
};
}
if (end !== undefined && end !== null && end !== '') {
where = {
...where,
adjusted_close: {
...where.adjusted_close,
[Op.lte]: end,
},
};
}
}
if (filter.volumeRange) {
const [start, end] = filter.volumeRange;
if (start !== undefined && start !== null && start !== '') {
where = {
...where,
volume: {
...where.volume,
[Op.gte]: start,
},
};
}
if (end !== undefined && end !== null && end !== '') {
where = {
...where,
volume: {
...where.volume,
[Op.lte]: end,
},
};
}
}
if (filter.active !== undefined) {
where = {
...where,
active: filter.active === true || filter.active === 'true'
};
}
if (filter.createdAtRange) {
const [start, end] = filter.createdAtRange;
if (start !== undefined && start !== null && start !== '') {
where = {
...where,
['createdAt']: {
...where.createdAt,
[Op.gte]: start,
},
};
}
if (end !== undefined && end !== null && end !== '') {
where = {
...where,
['createdAt']: {
...where.createdAt,
[Op.lte]: end,
},
};
}
}
}
const queryOptions = {
where,
include,
distinct: true,
order: filter.field && filter.sort
? [[filter.field, filter.sort]]
: [['createdAt', 'desc']],
transaction: options?.transaction,
logging: console.log
};
if (!options?.countOnly) {
queryOptions.limit = limit ? Number(limit) : undefined;
queryOptions.offset = offset ? Number(offset) : undefined;
}
try {
const { rows, count } = await db.price_snapshots.findAndCountAll(queryOptions);
return {
rows: options?.countOnly ? [] : rows,
count: count
};
} catch (error) {
console.error('Error executing query:', error);
throw error;
}
}
static async findAllAutocomplete(query, limit, offset, ) {
let where = {};
if (query) {
where = {
[Op.or]: [
{ ['id']: Utils.uuid(query) },
Utils.ilike(
'price_snapshots',
'source',
query,
),
],
};
}
const records = await db.price_snapshots.findAll({
attributes: [ 'id', 'source' ],
where,
limit: limit ? Number(limit) : undefined,
offset: offset ? Number(offset) : undefined,
orderBy: [['source', 'ASC']],
});
return records.map((record) => ({
id: record.id,
label: record.source,
}));
}
};

412
backend/src/db/api/roles.js Normal file
View File

@ -0,0 +1,412 @@
const db = require('../models');
const FileDBApi = require('./file');
const crypto = require('crypto');
const Utils = require('../utils');
const Sequelize = db.Sequelize;
const Op = Sequelize.Op;
module.exports = class RolesDBApi {
static async create(data, options) {
const currentUser = (options && options.currentUser) || { id: null };
const transaction = (options && options.transaction) || undefined;
const roles = await db.roles.create(
{
id: data.id || undefined,
name: data.name
||
null
,
role_customization: data.role_customization
||
null
,
importHash: data.importHash || null,
createdById: currentUser.id,
updatedById: currentUser.id,
},
{ transaction },
);
await roles.setPermissions(data.permissions || [], {
transaction,
});
return roles;
}
static async bulkImport(data, options) {
const currentUser = (options && options.currentUser) || { id: null };
const transaction = (options && options.transaction) || undefined;
// Prepare data - wrapping individual data transformations in a map() method
const rolesData = data.map((item, index) => ({
id: item.id || undefined,
name: item.name
||
null
,
role_customization: item.role_customization
||
null
,
importHash: item.importHash || null,
createdById: currentUser.id,
updatedById: currentUser.id,
createdAt: new Date(Date.now() + index * 1000),
}));
// Bulk create items
const roles = await db.roles.bulkCreate(rolesData, { transaction });
// For each item created, replace relation files
return roles;
}
static async update(id, data, options) {
const currentUser = (options && options.currentUser) || {id: null};
const transaction = (options && options.transaction) || undefined;
const roles = await db.roles.findByPk(id, {}, {transaction});
const updatePayload = {};
if (data.name !== undefined) updatePayload.name = data.name;
if (data.role_customization !== undefined) updatePayload.role_customization = data.role_customization;
updatePayload.updatedById = currentUser.id;
await roles.update(updatePayload, {transaction});
if (data.permissions !== undefined) {
await roles.setPermissions(data.permissions, { transaction });
}
return roles;
}
static async deleteByIds(ids, options) {
const currentUser = (options && options.currentUser) || { id: null };
const transaction = (options && options.transaction) || undefined;
const roles = await db.roles.findAll({
where: {
id: {
[Op.in]: ids,
},
},
transaction,
});
await db.sequelize.transaction(async (transaction) => {
for (const record of roles) {
await record.update(
{deletedBy: currentUser.id},
{transaction}
);
}
for (const record of roles) {
await record.destroy({transaction});
}
});
return roles;
}
static async remove(id, options) {
const currentUser = (options && options.currentUser) || {id: null};
const transaction = (options && options.transaction) || undefined;
const roles = await db.roles.findByPk(id, options);
await roles.update({
deletedBy: currentUser.id
}, {
transaction,
});
await roles.destroy({
transaction
});
return roles;
}
static async findBy(where, options) {
const transaction = (options && options.transaction) || undefined;
const roles = await db.roles.findOne(
{ where },
{ transaction },
);
if (!roles) {
return roles;
}
const output = roles.get({plain: true});
output.users_app_role = await roles.getUsers_app_role({
transaction
});
output.permissions = await roles.getPermissions({
transaction
});
return output;
}
static async findAll(
filter,
options
) {
const limit = filter.limit || 0;
let offset = 0;
let where = {};
const currentPage = +filter.page;
offset = currentPage * limit;
const orderBy = null;
const transaction = (options && options.transaction) || undefined;
let include = [
{
model: db.permissions,
as: 'permissions',
required: false,
},
];
if (filter) {
if (filter.id) {
where = {
...where,
['id']: Utils.uuid(filter.id),
};
}
if (filter.name) {
where = {
...where,
[Op.and]: Utils.ilike(
'roles',
'name',
filter.name,
),
};
}
if (filter.role_customization) {
where = {
...where,
[Op.and]: Utils.ilike(
'roles',
'role_customization',
filter.role_customization,
),
};
}
if (filter.active !== undefined) {
where = {
...where,
active: filter.active === true || filter.active === 'true'
};
}
if (filter.permissions) {
const searchTerms = filter.permissions.split('|');
include = [
{
model: db.permissions,
as: 'permissions_filter',
required: searchTerms.length > 0,
where: searchTerms.length > 0 ? {
[Op.or]: [
{ id: { [Op.in]: searchTerms.map(term => Utils.uuid(term)) } },
{
name: {
[Op.or]: searchTerms.map(term => ({ [Op.iLike]: `%${term}%` }))
}
}
]
} : undefined
},
...include,
]
}
if (filter.createdAtRange) {
const [start, end] = filter.createdAtRange;
if (start !== undefined && start !== null && start !== '') {
where = {
...where,
['createdAt']: {
...where.createdAt,
[Op.gte]: start,
},
};
}
if (end !== undefined && end !== null && end !== '') {
where = {
...where,
['createdAt']: {
...where.createdAt,
[Op.lte]: end,
},
};
}
}
}
const queryOptions = {
where,
include,
distinct: true,
order: filter.field && filter.sort
? [[filter.field, filter.sort]]
: [['createdAt', 'desc']],
transaction: options?.transaction,
logging: console.log
};
if (!options?.countOnly) {
queryOptions.limit = limit ? Number(limit) : undefined;
queryOptions.offset = offset ? Number(offset) : undefined;
}
try {
const { rows, count } = await db.roles.findAndCountAll(queryOptions);
return {
rows: options?.countOnly ? [] : rows,
count: count
};
} catch (error) {
console.error('Error executing query:', error);
throw error;
}
}
static async findAllAutocomplete(query, limit, offset, ) {
let where = {};
if (query) {
where = {
[Op.or]: [
{ ['id']: Utils.uuid(query) },
Utils.ilike(
'roles',
'name',
query,
),
],
};
}
const records = await db.roles.findAll({
attributes: [ 'id', 'name' ],
where,
limit: limit ? Number(limit) : undefined,
offset: offset ? Number(offset) : undefined,
orderBy: [['name', 'ASC']],
});
return records.map((record) => ({
id: record.id,
label: record.name,
}));
}
};

View File

@ -0,0 +1,374 @@
const db = require('../models');
const FileDBApi = require('./file');
const crypto = require('crypto');
const Utils = require('../utils');
const Sequelize = db.Sequelize;
const Op = Sequelize.Op;
module.exports = class SectorsDBApi {
static async create(data, options) {
const currentUser = (options && options.currentUser) || { id: null };
const transaction = (options && options.transaction) || undefined;
const sectors = await db.sectors.create(
{
id: data.id || undefined,
name: data.name
||
null
,
description: data.description
||
null
,
importHash: data.importHash || null,
createdById: currentUser.id,
updatedById: currentUser.id,
},
{ transaction },
);
return sectors;
}
static async bulkImport(data, options) {
const currentUser = (options && options.currentUser) || { id: null };
const transaction = (options && options.transaction) || undefined;
// Prepare data - wrapping individual data transformations in a map() method
const sectorsData = data.map((item, index) => ({
id: item.id || undefined,
name: item.name
||
null
,
description: item.description
||
null
,
importHash: item.importHash || null,
createdById: currentUser.id,
updatedById: currentUser.id,
createdAt: new Date(Date.now() + index * 1000),
}));
// Bulk create items
const sectors = await db.sectors.bulkCreate(sectorsData, { transaction });
// For each item created, replace relation files
return sectors;
}
static async update(id, data, options) {
const currentUser = (options && options.currentUser) || {id: null};
const transaction = (options && options.transaction) || undefined;
const sectors = await db.sectors.findByPk(id, {}, {transaction});
const updatePayload = {};
if (data.name !== undefined) updatePayload.name = data.name;
if (data.description !== undefined) updatePayload.description = data.description;
updatePayload.updatedById = currentUser.id;
await sectors.update(updatePayload, {transaction});
return sectors;
}
static async deleteByIds(ids, options) {
const currentUser = (options && options.currentUser) || { id: null };
const transaction = (options && options.transaction) || undefined;
const sectors = await db.sectors.findAll({
where: {
id: {
[Op.in]: ids,
},
},
transaction,
});
await db.sequelize.transaction(async (transaction) => {
for (const record of sectors) {
await record.update(
{deletedBy: currentUser.id},
{transaction}
);
}
for (const record of sectors) {
await record.destroy({transaction});
}
});
return sectors;
}
static async remove(id, options) {
const currentUser = (options && options.currentUser) || {id: null};
const transaction = (options && options.transaction) || undefined;
const sectors = await db.sectors.findByPk(id, options);
await sectors.update({
deletedBy: currentUser.id
}, {
transaction,
});
await sectors.destroy({
transaction
});
return sectors;
}
static async findBy(where, options) {
const transaction = (options && options.transaction) || undefined;
const sectors = await db.sectors.findOne(
{ where },
{ transaction },
);
if (!sectors) {
return sectors;
}
const output = sectors.get({plain: true});
output.symbols_sector = await sectors.getSymbols_sector({
transaction
});
output.allocation_targets_sector = await sectors.getAllocation_targets_sector({
transaction
});
return output;
}
static async findAll(
filter,
options
) {
const limit = filter.limit || 0;
let offset = 0;
let where = {};
const currentPage = +filter.page;
offset = currentPage * limit;
const orderBy = null;
const transaction = (options && options.transaction) || undefined;
let include = [
];
if (filter) {
if (filter.id) {
where = {
...where,
['id']: Utils.uuid(filter.id),
};
}
if (filter.name) {
where = {
...where,
[Op.and]: Utils.ilike(
'sectors',
'name',
filter.name,
),
};
}
if (filter.description) {
where = {
...where,
[Op.and]: Utils.ilike(
'sectors',
'description',
filter.description,
),
};
}
if (filter.active !== undefined) {
where = {
...where,
active: filter.active === true || filter.active === 'true'
};
}
if (filter.createdAtRange) {
const [start, end] = filter.createdAtRange;
if (start !== undefined && start !== null && start !== '') {
where = {
...where,
['createdAt']: {
...where.createdAt,
[Op.gte]: start,
},
};
}
if (end !== undefined && end !== null && end !== '') {
where = {
...where,
['createdAt']: {
...where.createdAt,
[Op.lte]: end,
},
};
}
}
}
const queryOptions = {
where,
include,
distinct: true,
order: filter.field && filter.sort
? [[filter.field, filter.sort]]
: [['createdAt', 'desc']],
transaction: options?.transaction,
logging: console.log
};
if (!options?.countOnly) {
queryOptions.limit = limit ? Number(limit) : undefined;
queryOptions.offset = offset ? Number(offset) : undefined;
}
try {
const { rows, count } = await db.sectors.findAndCountAll(queryOptions);
return {
rows: options?.countOnly ? [] : rows,
count: count
};
} catch (error) {
console.error('Error executing query:', error);
throw error;
}
}
static async findAllAutocomplete(query, limit, offset, ) {
let where = {};
if (query) {
where = {
[Op.or]: [
{ ['id']: Utils.uuid(query) },
Utils.ilike(
'sectors',
'name',
query,
),
],
};
}
const records = await db.sectors.findAll({
attributes: [ 'id', 'name' ],
where,
limit: limit ? Number(limit) : undefined,
offset: offset ? Number(offset) : undefined,
orderBy: [['name', 'ASC']],
});
return records.map((record) => ({
id: record.id,
label: record.name,
}));
}
};

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const db = require('../models');
const FileDBApi = require('./file');
const crypto = require('crypto');
const Utils = require('../utils');
const Sequelize = db.Sequelize;
const Op = Sequelize.Op;
module.exports = class SymbolsDBApi {
static async create(data, options) {
const currentUser = (options && options.currentUser) || { id: null };
const transaction = (options && options.transaction) || undefined;
const symbols = await db.symbols.create(
{
id: data.id || undefined,
ticker: data.ticker
||
null
,
name: data.name
||
null
,
asset_type: data.asset_type
||
null
,
exchange: data.exchange
||
null
,
country: data.country
||
null
,
currency: data.currency
||
null
,
is_active: data.is_active
||
false
,
importHash: data.importHash || null,
createdById: currentUser.id,
updatedById: currentUser.id,
},
{ transaction },
);
await symbols.setAsset_category( data.asset_category || null, {
transaction,
});
await symbols.setSector( data.sector || null, {
transaction,
});
return symbols;
}
static async bulkImport(data, options) {
const currentUser = (options && options.currentUser) || { id: null };
const transaction = (options && options.transaction) || undefined;
// Prepare data - wrapping individual data transformations in a map() method
const symbolsData = data.map((item, index) => ({
id: item.id || undefined,
ticker: item.ticker
||
null
,
name: item.name
||
null
,
asset_type: item.asset_type
||
null
,
exchange: item.exchange
||
null
,
country: item.country
||
null
,
currency: item.currency
||
null
,
is_active: item.is_active
||
false
,
importHash: item.importHash || null,
createdById: currentUser.id,
updatedById: currentUser.id,
createdAt: new Date(Date.now() + index * 1000),
}));
// Bulk create items
const symbols = await db.symbols.bulkCreate(symbolsData, { transaction });
// For each item created, replace relation files
return symbols;
}
static async update(id, data, options) {
const currentUser = (options && options.currentUser) || {id: null};
const transaction = (options && options.transaction) || undefined;
const symbols = await db.symbols.findByPk(id, {}, {transaction});
const updatePayload = {};
if (data.ticker !== undefined) updatePayload.ticker = data.ticker;
if (data.name !== undefined) updatePayload.name = data.name;
if (data.asset_type !== undefined) updatePayload.asset_type = data.asset_type;
if (data.exchange !== undefined) updatePayload.exchange = data.exchange;
if (data.country !== undefined) updatePayload.country = data.country;
if (data.currency !== undefined) updatePayload.currency = data.currency;
if (data.is_active !== undefined) updatePayload.is_active = data.is_active;
updatePayload.updatedById = currentUser.id;
await symbols.update(updatePayload, {transaction});
if (data.asset_category !== undefined) {
await symbols.setAsset_category(
data.asset_category,
{ transaction }
);
}
if (data.sector !== undefined) {
await symbols.setSector(
data.sector,
{ transaction }
);
}
return symbols;
}
static async deleteByIds(ids, options) {
const currentUser = (options && options.currentUser) || { id: null };
const transaction = (options && options.transaction) || undefined;
const symbols = await db.symbols.findAll({
where: {
id: {
[Op.in]: ids,
},
},
transaction,
});
await db.sequelize.transaction(async (transaction) => {
for (const record of symbols) {
await record.update(
{deletedBy: currentUser.id},
{transaction}
);
}
for (const record of symbols) {
await record.destroy({transaction});
}
});
return symbols;
}
static async remove(id, options) {
const currentUser = (options && options.currentUser) || {id: null};
const transaction = (options && options.transaction) || undefined;
const symbols = await db.symbols.findByPk(id, options);
await symbols.update({
deletedBy: currentUser.id
}, {
transaction,
});
await symbols.destroy({
transaction
});
return symbols;
}
static async findBy(where, options) {
const transaction = (options && options.transaction) || undefined;
const symbols = await db.symbols.findOne(
{ where },
{ transaction },
);
if (!symbols) {
return symbols;
}
const output = symbols.get({plain: true});
output.holdings_symbol = await symbols.getHoldings_symbol({
transaction
});
output.transactions_symbol = await symbols.getTransactions_symbol({
transaction
});
output.dividend_events_symbol = await symbols.getDividend_events_symbol({
transaction
});
output.watchlist_items_symbol = await symbols.getWatchlist_items_symbol({
transaction
});
output.price_snapshots_symbol = await symbols.getPrice_snapshots_symbol({
transaction
});
output.allocation_targets_symbol = await symbols.getAllocation_targets_symbol({
transaction
});
output.asset_category = await symbols.getAsset_category({
transaction
});
output.sector = await symbols.getSector({
transaction
});
return output;
}
static async findAll(
filter,
options
) {
const limit = filter.limit || 0;
let offset = 0;
let where = {};
const currentPage = +filter.page;
offset = currentPage * limit;
const orderBy = null;
const transaction = (options && options.transaction) || undefined;
let include = [
{
model: db.asset_categories,
as: 'asset_category',
where: filter.asset_category ? {
[Op.or]: [
{ id: { [Op.in]: filter.asset_category.split('|').map(term => Utils.uuid(term)) } },
{
name: {
[Op.or]: filter.asset_category.split('|').map(term => ({ [Op.iLike]: `%${term}%` }))
}
},
]
} : {},
},
{
model: db.sectors,
as: 'sector',
where: filter.sector ? {
[Op.or]: [
{ id: { [Op.in]: filter.sector.split('|').map(term => Utils.uuid(term)) } },
{
name: {
[Op.or]: filter.sector.split('|').map(term => ({ [Op.iLike]: `%${term}%` }))
}
},
]
} : {},
},
];
if (filter) {
if (filter.id) {
where = {
...where,
['id']: Utils.uuid(filter.id),
};
}
if (filter.ticker) {
where = {
...where,
[Op.and]: Utils.ilike(
'symbols',
'ticker',
filter.ticker,
),
};
}
if (filter.name) {
where = {
...where,
[Op.and]: Utils.ilike(
'symbols',
'name',
filter.name,
),
};
}
if (filter.exchange) {
where = {
...where,
[Op.and]: Utils.ilike(
'symbols',
'exchange',
filter.exchange,
),
};
}
if (filter.country) {
where = {
...where,
[Op.and]: Utils.ilike(
'symbols',
'country',
filter.country,
),
};
}
if (filter.currency) {
where = {
...where,
[Op.and]: Utils.ilike(
'symbols',
'currency',
filter.currency,
),
};
}
if (filter.active !== undefined) {
where = {
...where,
active: filter.active === true || filter.active === 'true'
};
}
if (filter.asset_type) {
where = {
...where,
asset_type: filter.asset_type,
};
}
if (filter.is_active) {
where = {
...where,
is_active: filter.is_active,
};
}
if (filter.createdAtRange) {
const [start, end] = filter.createdAtRange;
if (start !== undefined && start !== null && start !== '') {
where = {
...where,
['createdAt']: {
...where.createdAt,
[Op.gte]: start,
},
};
}
if (end !== undefined && end !== null && end !== '') {
where = {
...where,
['createdAt']: {
...where.createdAt,
[Op.lte]: end,
},
};
}
}
}
const queryOptions = {
where,
include,
distinct: true,
order: filter.field && filter.sort
? [[filter.field, filter.sort]]
: [['createdAt', 'desc']],
transaction: options?.transaction,
logging: console.log
};
if (!options?.countOnly) {
queryOptions.limit = limit ? Number(limit) : undefined;
queryOptions.offset = offset ? Number(offset) : undefined;
}
try {
const { rows, count } = await db.symbols.findAndCountAll(queryOptions);
return {
rows: options?.countOnly ? [] : rows,
count: count
};
} catch (error) {
console.error('Error executing query:', error);
throw error;
}
}
static async findAllAutocomplete(query, limit, offset, ) {
let where = {};
if (query) {
where = {
[Op.or]: [
{ ['id']: Utils.uuid(query) },
Utils.ilike(
'symbols',
'ticker',
query,
),
],
};
}
const records = await db.symbols.findAll({
attributes: [ 'id', 'ticker' ],
where,
limit: limit ? Number(limit) : undefined,
offset: offset ? Number(offset) : undefined,
orderBy: [['ticker', 'ASC']],
});
return records.map((record) => ({
id: record.id,
label: record.ticker,
}));
}
};

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const db = require('../models');
const FileDBApi = require('./file');
const crypto = require('crypto');
const Utils = require('../utils');
const Sequelize = db.Sequelize;
const Op = Sequelize.Op;
module.exports = class TransactionsDBApi {
static async create(data, options) {
const currentUser = (options && options.currentUser) || { id: null };
const transaction = (options && options.transaction) || undefined;
const transactions = await db.transactions.create(
{
id: data.id || undefined,
transaction_type: data.transaction_type
||
null
,
trade_at: data.trade_at
||
null
,
quantity: data.quantity
||
null
,
price: data.price
||
null
,
fees: data.fees
||
null
,
taxes: data.taxes
||
null
,
total_amount: data.total_amount
||
null
,
currency: data.currency
||
null
,
notes: data.notes
||
null
,
importHash: data.importHash || null,
createdById: currentUser.id,
updatedById: currentUser.id,
},
{ transaction },
);
await transactions.setPortfolio( data.portfolio || null, {
transaction,
});
await transactions.setBroker_account( data.broker_account || null, {
transaction,
});
await transactions.setSymbol( data.symbol || null, {
transaction,
});
await FileDBApi.replaceRelationFiles(
{
belongsTo: db.transactions.getTableName(),
belongsToColumn: 'attachments',
belongsToId: transactions.id,
},
data.attachments,
options,
);
return transactions;
}
static async bulkImport(data, options) {
const currentUser = (options && options.currentUser) || { id: null };
const transaction = (options && options.transaction) || undefined;
// Prepare data - wrapping individual data transformations in a map() method
const transactionsData = data.map((item, index) => ({
id: item.id || undefined,
transaction_type: item.transaction_type
||
null
,
trade_at: item.trade_at
||
null
,
quantity: item.quantity
||
null
,
price: item.price
||
null
,
fees: item.fees
||
null
,
taxes: item.taxes
||
null
,
total_amount: item.total_amount
||
null
,
currency: item.currency
||
null
,
notes: item.notes
||
null
,
importHash: item.importHash || null,
createdById: currentUser.id,
updatedById: currentUser.id,
createdAt: new Date(Date.now() + index * 1000),
}));
// Bulk create items
const transactions = await db.transactions.bulkCreate(transactionsData, { transaction });
// For each item created, replace relation files
for (let i = 0; i < transactions.length; i++) {
await FileDBApi.replaceRelationFiles(
{
belongsTo: db.transactions.getTableName(),
belongsToColumn: 'attachments',
belongsToId: transactions[i].id,
},
data[i].attachments,
options,
);
}
return transactions;
}
static async update(id, data, options) {
const currentUser = (options && options.currentUser) || {id: null};
const transaction = (options && options.transaction) || undefined;
const transactions = await db.transactions.findByPk(id, {}, {transaction});
const updatePayload = {};
if (data.transaction_type !== undefined) updatePayload.transaction_type = data.transaction_type;
if (data.trade_at !== undefined) updatePayload.trade_at = data.trade_at;
if (data.quantity !== undefined) updatePayload.quantity = data.quantity;
if (data.price !== undefined) updatePayload.price = data.price;
if (data.fees !== undefined) updatePayload.fees = data.fees;
if (data.taxes !== undefined) updatePayload.taxes = data.taxes;
if (data.total_amount !== undefined) updatePayload.total_amount = data.total_amount;
if (data.currency !== undefined) updatePayload.currency = data.currency;
if (data.notes !== undefined) updatePayload.notes = data.notes;
updatePayload.updatedById = currentUser.id;
await transactions.update(updatePayload, {transaction});
if (data.portfolio !== undefined) {
await transactions.setPortfolio(
data.portfolio,
{ transaction }
);
}
if (data.broker_account !== undefined) {
await transactions.setBroker_account(
data.broker_account,
{ transaction }
);
}
if (data.symbol !== undefined) {
await transactions.setSymbol(
data.symbol,
{ transaction }
);
}
await FileDBApi.replaceRelationFiles(
{
belongsTo: db.transactions.getTableName(),
belongsToColumn: 'attachments',
belongsToId: transactions.id,
},
data.attachments,
options,
);
return transactions;
}
static async deleteByIds(ids, options) {
const currentUser = (options && options.currentUser) || { id: null };
const transaction = (options && options.transaction) || undefined;
const transactions = await db.transactions.findAll({
where: {
id: {
[Op.in]: ids,
},
},
transaction,
});
await db.sequelize.transaction(async (transaction) => {
for (const record of transactions) {
await record.update(
{deletedBy: currentUser.id},
{transaction}
);
}
for (const record of transactions) {
await record.destroy({transaction});
}
});
return transactions;
}
static async remove(id, options) {
const currentUser = (options && options.currentUser) || {id: null};
const transaction = (options && options.transaction) || undefined;
const transactions = await db.transactions.findByPk(id, options);
await transactions.update({
deletedBy: currentUser.id
}, {
transaction,
});
await transactions.destroy({
transaction
});
return transactions;
}
static async findBy(where, options) {
const transaction = (options && options.transaction) || undefined;
const transactions = await db.transactions.findOne(
{ where },
{ transaction },
);
if (!transactions) {
return transactions;
}
const output = transactions.get({plain: true});
output.portfolio = await transactions.getPortfolio({
transaction
});
output.broker_account = await transactions.getBroker_account({
transaction
});
output.symbol = await transactions.getSymbol({
transaction
});
output.attachments = await transactions.getAttachments({
transaction
});
return output;
}
static async findAll(
filter,
options
) {
const limit = filter.limit || 0;
let offset = 0;
let where = {};
const currentPage = +filter.page;
offset = currentPage * limit;
const orderBy = null;
const transaction = (options && options.transaction) || undefined;
let include = [
{
model: db.portfolios,
as: 'portfolio',
where: filter.portfolio ? {
[Op.or]: [
{ id: { [Op.in]: filter.portfolio.split('|').map(term => Utils.uuid(term)) } },
{
name: {
[Op.or]: filter.portfolio.split('|').map(term => ({ [Op.iLike]: `%${term}%` }))
}
},
]
} : {},
},
{
model: db.broker_accounts,
as: 'broker_account',
where: filter.broker_account ? {
[Op.or]: [
{ id: { [Op.in]: filter.broker_account.split('|').map(term => Utils.uuid(term)) } },
{
name: {
[Op.or]: filter.broker_account.split('|').map(term => ({ [Op.iLike]: `%${term}%` }))
}
},
]
} : {},
},
{
model: db.symbols,
as: 'symbol',
where: filter.symbol ? {
[Op.or]: [
{ id: { [Op.in]: filter.symbol.split('|').map(term => Utils.uuid(term)) } },
{
ticker: {
[Op.or]: filter.symbol.split('|').map(term => ({ [Op.iLike]: `%${term}%` }))
}
},
]
} : {},
},
{
model: db.file,
as: 'attachments',
},
];
if (filter) {
if (filter.id) {
where = {
...where,
['id']: Utils.uuid(filter.id),
};
}
if (filter.currency) {
where = {
...where,
[Op.and]: Utils.ilike(
'transactions',
'currency',
filter.currency,
),
};
}
if (filter.notes) {
where = {
...where,
[Op.and]: Utils.ilike(
'transactions',
'notes',
filter.notes,
),
};
}
if (filter.trade_atRange) {
const [start, end] = filter.trade_atRange;
if (start !== undefined && start !== null && start !== '') {
where = {
...where,
trade_at: {
...where.trade_at,
[Op.gte]: start,
},
};
}
if (end !== undefined && end !== null && end !== '') {
where = {
...where,
trade_at: {
...where.trade_at,
[Op.lte]: end,
},
};
}
}
if (filter.quantityRange) {
const [start, end] = filter.quantityRange;
if (start !== undefined && start !== null && start !== '') {
where = {
...where,
quantity: {
...where.quantity,
[Op.gte]: start,
},
};
}
if (end !== undefined && end !== null && end !== '') {
where = {
...where,
quantity: {
...where.quantity,
[Op.lte]: end,
},
};
}
}
if (filter.priceRange) {
const [start, end] = filter.priceRange;
if (start !== undefined && start !== null && start !== '') {
where = {
...where,
price: {
...where.price,
[Op.gte]: start,
},
};
}
if (end !== undefined && end !== null && end !== '') {
where = {
...where,
price: {
...where.price,
[Op.lte]: end,
},
};
}
}
if (filter.feesRange) {
const [start, end] = filter.feesRange;
if (start !== undefined && start !== null && start !== '') {
where = {
...where,
fees: {
...where.fees,
[Op.gte]: start,
},
};
}
if (end !== undefined && end !== null && end !== '') {
where = {
...where,
fees: {
...where.fees,
[Op.lte]: end,
},
};
}
}
if (filter.taxesRange) {
const [start, end] = filter.taxesRange;
if (start !== undefined && start !== null && start !== '') {
where = {
...where,
taxes: {
...where.taxes,
[Op.gte]: start,
},
};
}
if (end !== undefined && end !== null && end !== '') {
where = {
...where,
taxes: {
...where.taxes,
[Op.lte]: end,
},
};
}
}
if (filter.total_amountRange) {
const [start, end] = filter.total_amountRange;
if (start !== undefined && start !== null && start !== '') {
where = {
...where,
total_amount: {
...where.total_amount,
[Op.gte]: start,
},
};
}
if (end !== undefined && end !== null && end !== '') {
where = {
...where,
total_amount: {
...where.total_amount,
[Op.lte]: end,
},
};
}
}
if (filter.active !== undefined) {
where = {
...where,
active: filter.active === true || filter.active === 'true'
};
}
if (filter.transaction_type) {
where = {
...where,
transaction_type: filter.transaction_type,
};
}
if (filter.createdAtRange) {
const [start, end] = filter.createdAtRange;
if (start !== undefined && start !== null && start !== '') {
where = {
...where,
['createdAt']: {
...where.createdAt,
[Op.gte]: start,
},
};
}
if (end !== undefined && end !== null && end !== '') {
where = {
...where,
['createdAt']: {
...where.createdAt,
[Op.lte]: end,
},
};
}
}
}
const queryOptions = {
where,
include,
distinct: true,
order: filter.field && filter.sort
? [[filter.field, filter.sort]]
: [['createdAt', 'desc']],
transaction: options?.transaction,
logging: console.log
};
if (!options?.countOnly) {
queryOptions.limit = limit ? Number(limit) : undefined;
queryOptions.offset = offset ? Number(offset) : undefined;
}
try {
const { rows, count } = await db.transactions.findAndCountAll(queryOptions);
return {
rows: options?.countOnly ? [] : rows,
count: count
};
} catch (error) {
console.error('Error executing query:', error);
throw error;
}
}
static async findAllAutocomplete(query, limit, offset, ) {
let where = {};
if (query) {
where = {
[Op.or]: [
{ ['id']: Utils.uuid(query) },
Utils.ilike(
'transactions',
'currency',
query,
),
],
};
}
const records = await db.transactions.findAll({
attributes: [ 'id', 'currency' ],
where,
limit: limit ? Number(limit) : undefined,
offset: offset ? Number(offset) : undefined,
orderBy: [['currency', 'ASC']],
});
return records.map((record) => ({
id: record.id,
label: record.currency,
}));
}
};

952
backend/src/db/api/users.js Normal file
View File

@ -0,0 +1,952 @@
const db = require('../models');
const FileDBApi = require('./file');
const crypto = require('crypto');
const Utils = require('../utils');
const bcrypt = require('bcrypt');
const config = require('../../config');
const Sequelize = db.Sequelize;
const Op = Sequelize.Op;
module.exports = class UsersDBApi {
static async create(data, options) {
const currentUser = (options && options.currentUser) || { id: null };
const transaction = (options && options.transaction) || undefined;
const users = await db.users.create(
{
id: data.data.id || undefined,
firstName: data.data.firstName
||
null
,
lastName: data.data.lastName
||
null
,
phoneNumber: data.data.phoneNumber
||
null
,
email: data.data.email
||
null
,
disabled: data.data.disabled
||
false
,
password: data.data.password
||
null
,
emailVerified: data.data.emailVerified
||
true
,
emailVerificationToken: data.data.emailVerificationToken
||
null
,
emailVerificationTokenExpiresAt: data.data.emailVerificationTokenExpiresAt
||
null
,
passwordResetToken: data.data.passwordResetToken
||
null
,
passwordResetTokenExpiresAt: data.data.passwordResetTokenExpiresAt
||
null
,
provider: data.data.provider
||
null
,
importHash: data.data.importHash || null,
createdById: currentUser.id,
updatedById: currentUser.id,
},
{ transaction },
);
if (!data.data.app_role) {
const role = await db.roles.findOne({
where: { name: 'User' },
});
if (role) {
await users.setApp_role(role, {
transaction,
});
}
}else{
await users.setApp_role(data.data.app_role || null, {
transaction,
});
}
await users.setCustom_permissions(data.data.custom_permissions || [], {
transaction,
});
await FileDBApi.replaceRelationFiles(
{
belongsTo: db.users.getTableName(),
belongsToColumn: 'avatar',
belongsToId: users.id,
},
data.data.avatar,
options,
);
return users;
}
static async bulkImport(data, options) {
const currentUser = (options && options.currentUser) || { id: null };
const transaction = (options && options.transaction) || undefined;
// Prepare data - wrapping individual data transformations in a map() method
const usersData = data.map((item, index) => ({
id: item.id || undefined,
firstName: item.firstName
||
null
,
lastName: item.lastName
||
null
,
phoneNumber: item.phoneNumber
||
null
,
email: item.email
||
null
,
disabled: item.disabled
||
false
,
password: item.password
||
null
,
emailVerified: item.emailVerified
||
false
,
emailVerificationToken: item.emailVerificationToken
||
null
,
emailVerificationTokenExpiresAt: item.emailVerificationTokenExpiresAt
||
null
,
passwordResetToken: item.passwordResetToken
||
null
,
passwordResetTokenExpiresAt: item.passwordResetTokenExpiresAt
||
null
,
provider: item.provider
||
null
,
importHash: item.importHash || null,
createdById: currentUser.id,
updatedById: currentUser.id,
createdAt: new Date(Date.now() + index * 1000),
}));
// Bulk create items
const users = await db.users.bulkCreate(usersData, { transaction });
// For each item created, replace relation files
for (let i = 0; i < users.length; i++) {
await FileDBApi.replaceRelationFiles(
{
belongsTo: db.users.getTableName(),
belongsToColumn: 'avatar',
belongsToId: users[i].id,
},
data[i].avatar,
options,
);
}
return users;
}
static async update(id, data, options) {
const currentUser = (options && options.currentUser) || {id: null};
const transaction = (options && options.transaction) || undefined;
const users = await db.users.findByPk(id, {}, {transaction});
if (!data?.app_role) {
data.app_role = users?.app_role?.id;
}
if (!data?.custom_permissions) {
data.custom_permissions = users?.custom_permissions?.map(item => item.id);
}
if (data.password) {
data.password = bcrypt.hashSync(
data.password,
config.bcrypt.saltRounds,
);
} else {
data.password = users.password;
}
const updatePayload = {};
if (data.firstName !== undefined) updatePayload.firstName = data.firstName;
if (data.lastName !== undefined) updatePayload.lastName = data.lastName;
if (data.phoneNumber !== undefined) updatePayload.phoneNumber = data.phoneNumber;
if (data.email !== undefined) updatePayload.email = data.email;
if (data.disabled !== undefined) updatePayload.disabled = data.disabled;
if (data.password !== undefined) updatePayload.password = data.password;
if (data.emailVerified !== undefined) updatePayload.emailVerified = data.emailVerified;
else updatePayload.emailVerified = true;
if (data.emailVerificationToken !== undefined) updatePayload.emailVerificationToken = data.emailVerificationToken;
if (data.emailVerificationTokenExpiresAt !== undefined) updatePayload.emailVerificationTokenExpiresAt = data.emailVerificationTokenExpiresAt;
if (data.passwordResetToken !== undefined) updatePayload.passwordResetToken = data.passwordResetToken;
if (data.passwordResetTokenExpiresAt !== undefined) updatePayload.passwordResetTokenExpiresAt = data.passwordResetTokenExpiresAt;
if (data.provider !== undefined) updatePayload.provider = data.provider;
updatePayload.updatedById = currentUser.id;
await users.update(updatePayload, {transaction});
if (data.app_role !== undefined) {
await users.setApp_role(
data.app_role,
{ transaction }
);
}
if (data.custom_permissions !== undefined) {
await users.setCustom_permissions(data.custom_permissions, { transaction });
}
await FileDBApi.replaceRelationFiles(
{
belongsTo: db.users.getTableName(),
belongsToColumn: 'avatar',
belongsToId: users.id,
},
data.avatar,
options,
);
return users;
}
static async deleteByIds(ids, options) {
const currentUser = (options && options.currentUser) || { id: null };
const transaction = (options && options.transaction) || undefined;
const users = await db.users.findAll({
where: {
id: {
[Op.in]: ids,
},
},
transaction,
});
await db.sequelize.transaction(async (transaction) => {
for (const record of users) {
await record.update(
{deletedBy: currentUser.id},
{transaction}
);
}
for (const record of users) {
await record.destroy({transaction});
}
});
return users;
}
static async remove(id, options) {
const currentUser = (options && options.currentUser) || {id: null};
const transaction = (options && options.transaction) || undefined;
const users = await db.users.findByPk(id, options);
await users.update({
deletedBy: currentUser.id
}, {
transaction,
});
await users.destroy({
transaction
});
return users;
}
static async findBy(where, options) {
const transaction = (options && options.transaction) || undefined;
const users = await db.users.findOne(
{ where },
{ transaction },
);
if (!users) {
return users;
}
const output = users.get({plain: true});
output.broker_accounts_user = await users.getBroker_accounts_user({
transaction
});
output.portfolios_user = await users.getPortfolios_user({
transaction
});
output.watchlists_user = await users.getWatchlists_user({
transaction
});
output.avatar = await users.getAvatar({
transaction
});
output.app_role = await users.getApp_role({
transaction
});
if (output.app_role) {
output.app_role_permissions = await output.app_role.getPermissions({
transaction,
});
}
output.custom_permissions = await users.getCustom_permissions({
transaction
});
return output;
}
static async findAll(
filter,
options
) {
const limit = filter.limit || 0;
let offset = 0;
let where = {};
const currentPage = +filter.page;
offset = currentPage * limit;
const orderBy = null;
const transaction = (options && options.transaction) || undefined;
let include = [
{
model: db.roles,
as: 'app_role',
where: filter.app_role ? {
[Op.or]: [
{ id: { [Op.in]: filter.app_role.split('|').map(term => Utils.uuid(term)) } },
{
name: {
[Op.or]: filter.app_role.split('|').map(term => ({ [Op.iLike]: `%${term}%` }))
}
},
]
} : {},
},
{
model: db.permissions,
as: 'custom_permissions',
required: false,
},
{
model: db.file,
as: 'avatar',
},
];
if (filter) {
if (filter.id) {
where = {
...where,
['id']: Utils.uuid(filter.id),
};
}
if (filter.firstName) {
where = {
...where,
[Op.and]: Utils.ilike(
'users',
'firstName',
filter.firstName,
),
};
}
if (filter.lastName) {
where = {
...where,
[Op.and]: Utils.ilike(
'users',
'lastName',
filter.lastName,
),
};
}
if (filter.phoneNumber) {
where = {
...where,
[Op.and]: Utils.ilike(
'users',
'phoneNumber',
filter.phoneNumber,
),
};
}
if (filter.email) {
where = {
...where,
[Op.and]: Utils.ilike(
'users',
'email',
filter.email,
),
};
}
if (filter.password) {
where = {
...where,
[Op.and]: Utils.ilike(
'users',
'password',
filter.password,
),
};
}
if (filter.emailVerificationToken) {
where = {
...where,
[Op.and]: Utils.ilike(
'users',
'emailVerificationToken',
filter.emailVerificationToken,
),
};
}
if (filter.passwordResetToken) {
where = {
...where,
[Op.and]: Utils.ilike(
'users',
'passwordResetToken',
filter.passwordResetToken,
),
};
}
if (filter.provider) {
where = {
...where,
[Op.and]: Utils.ilike(
'users',
'provider',
filter.provider,
),
};
}
if (filter.emailVerificationTokenExpiresAtRange) {
const [start, end] = filter.emailVerificationTokenExpiresAtRange;
if (start !== undefined && start !== null && start !== '') {
where = {
...where,
emailVerificationTokenExpiresAt: {
...where.emailVerificationTokenExpiresAt,
[Op.gte]: start,
},
};
}
if (end !== undefined && end !== null && end !== '') {
where = {
...where,
emailVerificationTokenExpiresAt: {
...where.emailVerificationTokenExpiresAt,
[Op.lte]: end,
},
};
}
}
if (filter.passwordResetTokenExpiresAtRange) {
const [start, end] = filter.passwordResetTokenExpiresAtRange;
if (start !== undefined && start !== null && start !== '') {
where = {
...where,
passwordResetTokenExpiresAt: {
...where.passwordResetTokenExpiresAt,
[Op.gte]: start,
},
};
}
if (end !== undefined && end !== null && end !== '') {
where = {
...where,
passwordResetTokenExpiresAt: {
...where.passwordResetTokenExpiresAt,
[Op.lte]: end,
},
};
}
}
if (filter.active !== undefined) {
where = {
...where,
active: filter.active === true || filter.active === 'true'
};
}
if (filter.disabled) {
where = {
...where,
disabled: filter.disabled,
};
}
if (filter.emailVerified) {
where = {
...where,
emailVerified: filter.emailVerified,
};
}
if (filter.custom_permissions) {
const searchTerms = filter.custom_permissions.split('|');
include = [
{
model: db.permissions,
as: 'custom_permissions_filter',
required: searchTerms.length > 0,
where: searchTerms.length > 0 ? {
[Op.or]: [
{ id: { [Op.in]: searchTerms.map(term => Utils.uuid(term)) } },
{
name: {
[Op.or]: searchTerms.map(term => ({ [Op.iLike]: `%${term}%` }))
}
}
]
} : undefined
},
...include,
]
}
if (filter.createdAtRange) {
const [start, end] = filter.createdAtRange;
if (start !== undefined && start !== null && start !== '') {
where = {
...where,
['createdAt']: {
...where.createdAt,
[Op.gte]: start,
},
};
}
if (end !== undefined && end !== null && end !== '') {
where = {
...where,
['createdAt']: {
...where.createdAt,
[Op.lte]: end,
},
};
}
}
}
const queryOptions = {
where,
include,
distinct: true,
order: filter.field && filter.sort
? [[filter.field, filter.sort]]
: [['createdAt', 'desc']],
transaction: options?.transaction,
logging: console.log
};
if (!options?.countOnly) {
queryOptions.limit = limit ? Number(limit) : undefined;
queryOptions.offset = offset ? Number(offset) : undefined;
}
try {
const { rows, count } = await db.users.findAndCountAll(queryOptions);
return {
rows: options?.countOnly ? [] : rows,
count: count
};
} catch (error) {
console.error('Error executing query:', error);
throw error;
}
}
static async findAllAutocomplete(query, limit, offset, ) {
let where = {};
if (query) {
where = {
[Op.or]: [
{ ['id']: Utils.uuid(query) },
Utils.ilike(
'users',
'firstName',
query,
),
],
};
}
const records = await db.users.findAll({
attributes: [ 'id', 'firstName' ],
where,
limit: limit ? Number(limit) : undefined,
offset: offset ? Number(offset) : undefined,
orderBy: [['firstName', 'ASC']],
});
return records.map((record) => ({
id: record.id,
label: record.firstName,
}));
}
static async createFromAuth(data, options) {
const transaction = (options && options.transaction) || undefined;
const users = await db.users.create(
{
email: data.email,
firstName: data.firstName,
authenticationUid: data.authenticationUid,
password: data.password,
},
{ transaction },
);
const app_role = await db.roles.findOne({
where: { name: config.roles?.user || "User" },
});
if (app_role?.id) {
await users.setApp_role(app_role?.id || null, {
transaction,
});
}
await users.update(
{
authenticationUid: users.id,
},
{ transaction },
);
delete users.password;
return users;
}
static async updatePassword(id, password, options) {
const currentUser = (options && options.currentUser) || { id: null };
const transaction = (options && options.transaction) || undefined;
const users = await db.users.findByPk(id, {
transaction,
});
await users.update(
{
password,
authenticationUid: id,
updatedById: currentUser.id,
},
{ transaction },
);
return users;
}
static async generateEmailVerificationToken(email, options) {
return this._generateToken(['emailVerificationToken', 'emailVerificationTokenExpiresAt'], email, options);
}
static async generatePasswordResetToken(email, options) {
return this._generateToken(['passwordResetToken', 'passwordResetTokenExpiresAt'], email, options);
}
static async findByPasswordResetToken(token, options) {
const transaction = (options && options.transaction) || undefined;
return db.users.findOne(
{
where: {
passwordResetToken: token,
passwordResetTokenExpiresAt: {
[db.Sequelize.Op.gt]: Date.now(),
},
},
},
{ transaction },
);
}
static async findByEmailVerificationToken(
token,
options,
) {
const transaction = (options && options.transaction) || undefined;
return db.users.findOne(
{
where: {
emailVerificationToken: token,
emailVerificationTokenExpiresAt: {
[db.Sequelize.Op.gt]: Date.now(),
},
},
},
{ transaction },
);
}
static async markEmailVerified(id, options) {
const currentUser = (options && options.currentUser) || { id: null };
const transaction = (options && options.transaction) || undefined;
const users = await db.users.findByPk(id, {
transaction,
});
await users.update(
{
emailVerified: true,
updatedById: currentUser.id,
},
{ transaction },
);
return true;
}
static async _generateToken(keyNames, email, options) {
const currentUser = (options && options.currentUser) || {id: null};
const transaction = (options && options.transaction) || undefined;
const users = await db.users.findOne(
{
where: { email: email.toLowerCase() },
},
{
transaction,
},
);
const token = crypto
.randomBytes(20)
.toString('hex');
const tokenExpiresAt = Date.now() + 360000;
if(users){
await users.update(
{
[keyNames[0]]: token,
[keyNames[1]]: tokenExpiresAt,
updatedById: currentUser.id,
},
{transaction},
);
}
return token;
}
};

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@ -0,0 +1,549 @@
const db = require('../models');
const FileDBApi = require('./file');
const crypto = require('crypto');
const Utils = require('../utils');
const Sequelize = db.Sequelize;
const Op = Sequelize.Op;
module.exports = class Watchlist_itemsDBApi {
static async create(data, options) {
const currentUser = (options && options.currentUser) || { id: null };
const transaction = (options && options.transaction) || undefined;
const watchlist_items = await db.watchlist_items.create(
{
id: data.id || undefined,
target_price: data.target_price
||
null
,
alert_above_price: data.alert_above_price
||
null
,
alert_below_price: data.alert_below_price
||
null
,
alerts_enabled: data.alerts_enabled
||
false
,
notes: data.notes
||
null
,
importHash: data.importHash || null,
createdById: currentUser.id,
updatedById: currentUser.id,
},
{ transaction },
);
await watchlist_items.setWatchlist( data.watchlist || null, {
transaction,
});
await watchlist_items.setSymbol( data.symbol || null, {
transaction,
});
return watchlist_items;
}
static async bulkImport(data, options) {
const currentUser = (options && options.currentUser) || { id: null };
const transaction = (options && options.transaction) || undefined;
// Prepare data - wrapping individual data transformations in a map() method
const watchlist_itemsData = data.map((item, index) => ({
id: item.id || undefined,
target_price: item.target_price
||
null
,
alert_above_price: item.alert_above_price
||
null
,
alert_below_price: item.alert_below_price
||
null
,
alerts_enabled: item.alerts_enabled
||
false
,
notes: item.notes
||
null
,
importHash: item.importHash || null,
createdById: currentUser.id,
updatedById: currentUser.id,
createdAt: new Date(Date.now() + index * 1000),
}));
// Bulk create items
const watchlist_items = await db.watchlist_items.bulkCreate(watchlist_itemsData, { transaction });
// For each item created, replace relation files
return watchlist_items;
}
static async update(id, data, options) {
const currentUser = (options && options.currentUser) || {id: null};
const transaction = (options && options.transaction) || undefined;
const watchlist_items = await db.watchlist_items.findByPk(id, {}, {transaction});
const updatePayload = {};
if (data.target_price !== undefined) updatePayload.target_price = data.target_price;
if (data.alert_above_price !== undefined) updatePayload.alert_above_price = data.alert_above_price;
if (data.alert_below_price !== undefined) updatePayload.alert_below_price = data.alert_below_price;
if (data.alerts_enabled !== undefined) updatePayload.alerts_enabled = data.alerts_enabled;
if (data.notes !== undefined) updatePayload.notes = data.notes;
updatePayload.updatedById = currentUser.id;
await watchlist_items.update(updatePayload, {transaction});
if (data.watchlist !== undefined) {
await watchlist_items.setWatchlist(
data.watchlist,
{ transaction }
);
}
if (data.symbol !== undefined) {
await watchlist_items.setSymbol(
data.symbol,
{ transaction }
);
}
return watchlist_items;
}
static async deleteByIds(ids, options) {
const currentUser = (options && options.currentUser) || { id: null };
const transaction = (options && options.transaction) || undefined;
const watchlist_items = await db.watchlist_items.findAll({
where: {
id: {
[Op.in]: ids,
},
},
transaction,
});
await db.sequelize.transaction(async (transaction) => {
for (const record of watchlist_items) {
await record.update(
{deletedBy: currentUser.id},
{transaction}
);
}
for (const record of watchlist_items) {
await record.destroy({transaction});
}
});
return watchlist_items;
}
static async remove(id, options) {
const currentUser = (options && options.currentUser) || {id: null};
const transaction = (options && options.transaction) || undefined;
const watchlist_items = await db.watchlist_items.findByPk(id, options);
await watchlist_items.update({
deletedBy: currentUser.id
}, {
transaction,
});
await watchlist_items.destroy({
transaction
});
return watchlist_items;
}
static async findBy(where, options) {
const transaction = (options && options.transaction) || undefined;
const watchlist_items = await db.watchlist_items.findOne(
{ where },
{ transaction },
);
if (!watchlist_items) {
return watchlist_items;
}
const output = watchlist_items.get({plain: true});
output.watchlist = await watchlist_items.getWatchlist({
transaction
});
output.symbol = await watchlist_items.getSymbol({
transaction
});
return output;
}
static async findAll(
filter,
options
) {
const limit = filter.limit || 0;
let offset = 0;
let where = {};
const currentPage = +filter.page;
offset = currentPage * limit;
const orderBy = null;
const transaction = (options && options.transaction) || undefined;
let include = [
{
model: db.watchlists,
as: 'watchlist',
where: filter.watchlist ? {
[Op.or]: [
{ id: { [Op.in]: filter.watchlist.split('|').map(term => Utils.uuid(term)) } },
{
name: {
[Op.or]: filter.watchlist.split('|').map(term => ({ [Op.iLike]: `%${term}%` }))
}
},
]
} : {},
},
{
model: db.symbols,
as: 'symbol',
where: filter.symbol ? {
[Op.or]: [
{ id: { [Op.in]: filter.symbol.split('|').map(term => Utils.uuid(term)) } },
{
ticker: {
[Op.or]: filter.symbol.split('|').map(term => ({ [Op.iLike]: `%${term}%` }))
}
},
]
} : {},
},
];
if (filter) {
if (filter.id) {
where = {
...where,
['id']: Utils.uuid(filter.id),
};
}
if (filter.notes) {
where = {
...where,
[Op.and]: Utils.ilike(
'watchlist_items',
'notes',
filter.notes,
),
};
}
if (filter.target_priceRange) {
const [start, end] = filter.target_priceRange;
if (start !== undefined && start !== null && start !== '') {
where = {
...where,
target_price: {
...where.target_price,
[Op.gte]: start,
},
};
}
if (end !== undefined && end !== null && end !== '') {
where = {
...where,
target_price: {
...where.target_price,
[Op.lte]: end,
},
};
}
}
if (filter.alert_above_priceRange) {
const [start, end] = filter.alert_above_priceRange;
if (start !== undefined && start !== null && start !== '') {
where = {
...where,
alert_above_price: {
...where.alert_above_price,
[Op.gte]: start,
},
};
}
if (end !== undefined && end !== null && end !== '') {
where = {
...where,
alert_above_price: {
...where.alert_above_price,
[Op.lte]: end,
},
};
}
}
if (filter.alert_below_priceRange) {
const [start, end] = filter.alert_below_priceRange;
if (start !== undefined && start !== null && start !== '') {
where = {
...where,
alert_below_price: {
...where.alert_below_price,
[Op.gte]: start,
},
};
}
if (end !== undefined && end !== null && end !== '') {
where = {
...where,
alert_below_price: {
...where.alert_below_price,
[Op.lte]: end,
},
};
}
}
if (filter.active !== undefined) {
where = {
...where,
active: filter.active === true || filter.active === 'true'
};
}
if (filter.alerts_enabled) {
where = {
...where,
alerts_enabled: filter.alerts_enabled,
};
}
if (filter.createdAtRange) {
const [start, end] = filter.createdAtRange;
if (start !== undefined && start !== null && start !== '') {
where = {
...where,
['createdAt']: {
...where.createdAt,
[Op.gte]: start,
},
};
}
if (end !== undefined && end !== null && end !== '') {
where = {
...where,
['createdAt']: {
...where.createdAt,
[Op.lte]: end,
},
};
}
}
}
const queryOptions = {
where,
include,
distinct: true,
order: filter.field && filter.sort
? [[filter.field, filter.sort]]
: [['createdAt', 'desc']],
transaction: options?.transaction,
logging: console.log
};
if (!options?.countOnly) {
queryOptions.limit = limit ? Number(limit) : undefined;
queryOptions.offset = offset ? Number(offset) : undefined;
}
try {
const { rows, count } = await db.watchlist_items.findAndCountAll(queryOptions);
return {
rows: options?.countOnly ? [] : rows,
count: count
};
} catch (error) {
console.error('Error executing query:', error);
throw error;
}
}
static async findAllAutocomplete(query, limit, offset, ) {
let where = {};
if (query) {
where = {
[Op.or]: [
{ ['id']: Utils.uuid(query) },
Utils.ilike(
'watchlist_items',
'notes',
query,
),
],
};
}
const records = await db.watchlist_items.findAll({
attributes: [ 'id', 'notes' ],
where,
limit: limit ? Number(limit) : undefined,
offset: offset ? Number(offset) : undefined,
orderBy: [['notes', 'ASC']],
});
return records.map((record) => ({
id: record.id,
label: record.notes,
}));
}
};

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@ -0,0 +1,407 @@
const db = require('../models');
const FileDBApi = require('./file');
const crypto = require('crypto');
const Utils = require('../utils');
const Sequelize = db.Sequelize;
const Op = Sequelize.Op;
module.exports = class WatchlistsDBApi {
static async create(data, options) {
const currentUser = (options && options.currentUser) || { id: null };
const transaction = (options && options.transaction) || undefined;
const watchlists = await db.watchlists.create(
{
id: data.id || undefined,
name: data.name
||
null
,
description: data.description
||
null
,
importHash: data.importHash || null,
createdById: currentUser.id,
updatedById: currentUser.id,
},
{ transaction },
);
await watchlists.setUser( data.user || null, {
transaction,
});
return watchlists;
}
static async bulkImport(data, options) {
const currentUser = (options && options.currentUser) || { id: null };
const transaction = (options && options.transaction) || undefined;
// Prepare data - wrapping individual data transformations in a map() method
const watchlistsData = data.map((item, index) => ({
id: item.id || undefined,
name: item.name
||
null
,
description: item.description
||
null
,
importHash: item.importHash || null,
createdById: currentUser.id,
updatedById: currentUser.id,
createdAt: new Date(Date.now() + index * 1000),
}));
// Bulk create items
const watchlists = await db.watchlists.bulkCreate(watchlistsData, { transaction });
// For each item created, replace relation files
return watchlists;
}
static async update(id, data, options) {
const currentUser = (options && options.currentUser) || {id: null};
const transaction = (options && options.transaction) || undefined;
const watchlists = await db.watchlists.findByPk(id, {}, {transaction});
const updatePayload = {};
if (data.name !== undefined) updatePayload.name = data.name;
if (data.description !== undefined) updatePayload.description = data.description;
updatePayload.updatedById = currentUser.id;
await watchlists.update(updatePayload, {transaction});
if (data.user !== undefined) {
await watchlists.setUser(
data.user,
{ transaction }
);
}
return watchlists;
}
static async deleteByIds(ids, options) {
const currentUser = (options && options.currentUser) || { id: null };
const transaction = (options && options.transaction) || undefined;
const watchlists = await db.watchlists.findAll({
where: {
id: {
[Op.in]: ids,
},
},
transaction,
});
await db.sequelize.transaction(async (transaction) => {
for (const record of watchlists) {
await record.update(
{deletedBy: currentUser.id},
{transaction}
);
}
for (const record of watchlists) {
await record.destroy({transaction});
}
});
return watchlists;
}
static async remove(id, options) {
const currentUser = (options && options.currentUser) || {id: null};
const transaction = (options && options.transaction) || undefined;
const watchlists = await db.watchlists.findByPk(id, options);
await watchlists.update({
deletedBy: currentUser.id
}, {
transaction,
});
await watchlists.destroy({
transaction
});
return watchlists;
}
static async findBy(where, options) {
const transaction = (options && options.transaction) || undefined;
const watchlists = await db.watchlists.findOne(
{ where },
{ transaction },
);
if (!watchlists) {
return watchlists;
}
const output = watchlists.get({plain: true});
output.watchlist_items_watchlist = await watchlists.getWatchlist_items_watchlist({
transaction
});
output.user = await watchlists.getUser({
transaction
});
return output;
}
static async findAll(
filter,
options
) {
const limit = filter.limit || 0;
let offset = 0;
let where = {};
const currentPage = +filter.page;
offset = currentPage * limit;
const orderBy = null;
const transaction = (options && options.transaction) || undefined;
let include = [
{
model: db.users,
as: 'user',
where: filter.user ? {
[Op.or]: [
{ id: { [Op.in]: filter.user.split('|').map(term => Utils.uuid(term)) } },
{
firstName: {
[Op.or]: filter.user.split('|').map(term => ({ [Op.iLike]: `%${term}%` }))
}
},
]
} : {},
},
];
if (filter) {
if (filter.id) {
where = {
...where,
['id']: Utils.uuid(filter.id),
};
}
if (filter.name) {
where = {
...where,
[Op.and]: Utils.ilike(
'watchlists',
'name',
filter.name,
),
};
}
if (filter.description) {
where = {
...where,
[Op.and]: Utils.ilike(
'watchlists',
'description',
filter.description,
),
};
}
if (filter.active !== undefined) {
where = {
...where,
active: filter.active === true || filter.active === 'true'
};
}
if (filter.createdAtRange) {
const [start, end] = filter.createdAtRange;
if (start !== undefined && start !== null && start !== '') {
where = {
...where,
['createdAt']: {
...where.createdAt,
[Op.gte]: start,
},
};
}
if (end !== undefined && end !== null && end !== '') {
where = {
...where,
['createdAt']: {
...where.createdAt,
[Op.lte]: end,
},
};
}
}
}
const queryOptions = {
where,
include,
distinct: true,
order: filter.field && filter.sort
? [[filter.field, filter.sort]]
: [['createdAt', 'desc']],
transaction: options?.transaction,
logging: console.log
};
if (!options?.countOnly) {
queryOptions.limit = limit ? Number(limit) : undefined;
queryOptions.offset = offset ? Number(offset) : undefined;
}
try {
const { rows, count } = await db.watchlists.findAndCountAll(queryOptions);
return {
rows: options?.countOnly ? [] : rows,
count: count
};
} catch (error) {
console.error('Error executing query:', error);
throw error;
}
}
static async findAllAutocomplete(query, limit, offset, ) {
let where = {};
if (query) {
where = {
[Op.or]: [
{ ['id']: Utils.uuid(query) },
Utils.ilike(
'watchlists',
'name',
query,
),
],
};
}
const records = await db.watchlists.findAll({
attributes: [ 'id', 'name' ],
where,
limit: limit ? Number(limit) : undefined,
offset: offset ? Number(offset) : undefined,
orderBy: [['name', 'ASC']],
});
return records.map((record) => ({
id: record.id,
label: record.name,
}));
}
};

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module.exports = {
production: {
dialect: 'postgres',
username: process.env.DB_USER,
password: process.env.DB_PASS,
database: process.env.DB_NAME,
host: process.env.DB_HOST,
port: process.env.DB_PORT,
logging: console.log,
seederStorage: 'sequelize',
},
development: {
username: 'postgres',
dialect: 'postgres',
password: '',
database: 'db_stock_portfolio_tracker',
host: process.env.DB_HOST || 'localhost',
logging: console.log,
seederStorage: 'sequelize',
},
dev_stage: {
dialect: 'postgres',
username: process.env.DB_USER,
password: process.env.DB_PASS,
database: process.env.DB_NAME,
host: process.env.DB_HOST,
port: process.env.DB_PORT,
logging: console.log,
seederStorage: 'sequelize',
}
};

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const config = require('../../config');
const providers = config.providers;
const crypto = require('crypto');
const bcrypt = require('bcrypt');
const moment = require('moment');
module.exports = function(sequelize, DataTypes) {
const allocation_targets = sequelize.define(
'allocation_targets',
{
id: {
type: DataTypes.UUID,
defaultValue: DataTypes.UUIDV4,
primaryKey: true,
},
dimension: {
type: DataTypes.ENUM,
values: [
"asset_category",
"sector",
"symbol"
],
},
target_percent: {
type: DataTypes.DECIMAL,
},
min_percent: {
type: DataTypes.DECIMAL,
},
max_percent: {
type: DataTypes.DECIMAL,
},
is_active: {
type: DataTypes.BOOLEAN,
allowNull: false,
defaultValue: false,
},
importHash: {
type: DataTypes.STRING(255),
allowNull: true,
unique: true,
},
},
{
timestamps: true,
paranoid: true,
freezeTableName: true,
},
);
allocation_targets.associate = (db) => {
/// loop through entities and it's fields, and if ref === current e[name] and create relation has many on parent entity
//end loop
db.allocation_targets.belongsTo(db.portfolios, {
as: 'portfolio',
foreignKey: {
name: 'portfolioId',
},
constraints: false,
});
db.allocation_targets.belongsTo(db.asset_categories, {
as: 'asset_category',
foreignKey: {
name: 'asset_categoryId',
},
constraints: false,
});
db.allocation_targets.belongsTo(db.sectors, {
as: 'sector',
foreignKey: {
name: 'sectorId',
},
constraints: false,
});
db.allocation_targets.belongsTo(db.symbols, {
as: 'symbol',
foreignKey: {
name: 'symbolId',
},
constraints: false,
});
db.allocation_targets.belongsTo(db.users, {
as: 'createdBy',
});
db.allocation_targets.belongsTo(db.users, {
as: 'updatedBy',
});
};
return allocation_targets;
};

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const config = require('../../config');
const providers = config.providers;
const crypto = require('crypto');
const bcrypt = require('bcrypt');
const moment = require('moment');
module.exports = function(sequelize, DataTypes) {
const asset_categories = sequelize.define(
'asset_categories',
{
id: {
type: DataTypes.UUID,
defaultValue: DataTypes.UUIDV4,
primaryKey: true,
},
name: {
type: DataTypes.TEXT,
},
description: {
type: DataTypes.TEXT,
},
importHash: {
type: DataTypes.STRING(255),
allowNull: true,
unique: true,
},
},
{
timestamps: true,
paranoid: true,
freezeTableName: true,
},
);
asset_categories.associate = (db) => {
/// loop through entities and it's fields, and if ref === current e[name] and create relation has many on parent entity
db.asset_categories.hasMany(db.symbols, {
as: 'symbols_asset_category',
foreignKey: {
name: 'asset_categoryId',
},
constraints: false,
});
db.asset_categories.hasMany(db.allocation_targets, {
as: 'allocation_targets_asset_category',
foreignKey: {
name: 'asset_categoryId',
},
constraints: false,
});
//end loop
db.asset_categories.belongsTo(db.users, {
as: 'createdBy',
});
db.asset_categories.belongsTo(db.users, {
as: 'updatedBy',
});
};
return asset_categories;
};

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const config = require('../../config');
const providers = config.providers;
const crypto = require('crypto');
const bcrypt = require('bcrypt');
const moment = require('moment');
module.exports = function(sequelize, DataTypes) {
const broker_accounts = sequelize.define(
'broker_accounts',
{
id: {
type: DataTypes.UUID,
defaultValue: DataTypes.UUIDV4,
primaryKey: true,
},
name: {
type: DataTypes.TEXT,
},
account_type: {
type: DataTypes.ENUM,
values: [
"taxable",
"ira_traditional",
"ira_roth",
"401k",
"hsa",
"other"
],
},
broker_name: {
type: DataTypes.TEXT,
},
account_number_masked: {
type: DataTypes.TEXT,
},
currency: {
type: DataTypes.TEXT,
},
is_default: {
type: DataTypes.BOOLEAN,
allowNull: false,
defaultValue: false,
},
is_active: {
type: DataTypes.BOOLEAN,
allowNull: false,
defaultValue: false,
},
importHash: {
type: DataTypes.STRING(255),
allowNull: true,
unique: true,
},
},
{
timestamps: true,
paranoid: true,
freezeTableName: true,
},
);
broker_accounts.associate = (db) => {
/// loop through entities and it's fields, and if ref === current e[name] and create relation has many on parent entity
db.broker_accounts.hasMany(db.holdings, {
as: 'holdings_broker_account',
foreignKey: {
name: 'broker_accountId',
},
constraints: false,
});
db.broker_accounts.hasMany(db.transactions, {
as: 'transactions_broker_account',
foreignKey: {
name: 'broker_accountId',
},
constraints: false,
});
//end loop
db.broker_accounts.belongsTo(db.users, {
as: 'user',
foreignKey: {
name: 'userId',
},
constraints: false,
});
db.broker_accounts.belongsTo(db.users, {
as: 'createdBy',
});
db.broker_accounts.belongsTo(db.users, {
as: 'updatedBy',
});
};
return broker_accounts;
};

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const config = require('../../config');
const providers = config.providers;
const crypto = require('crypto');
const bcrypt = require('bcrypt');
const moment = require('moment');
module.exports = function(sequelize, DataTypes) {
const dividend_events = sequelize.define(
'dividend_events',
{
id: {
type: DataTypes.UUID,
defaultValue: DataTypes.UUIDV4,
primaryKey: true,
},
status: {
type: DataTypes.ENUM,
values: [
"announced",
"estimated",
"paid",
"canceled"
],
},
ex_date: {
type: DataTypes.DATE,
},
payment_date: {
type: DataTypes.DATE,
},
dividend_per_share: {
type: DataTypes.DECIMAL,
},
shares_eligible: {
type: DataTypes.DECIMAL,
},
gross_amount: {
type: DataTypes.DECIMAL,
},
withholding_tax: {
type: DataTypes.DECIMAL,
},
net_amount: {
type: DataTypes.DECIMAL,
},
currency: {
type: DataTypes.TEXT,
},
importHash: {
type: DataTypes.STRING(255),
allowNull: true,
unique: true,
},
},
{
timestamps: true,
paranoid: true,
freezeTableName: true,
},
);
dividend_events.associate = (db) => {
/// loop through entities and it's fields, and if ref === current e[name] and create relation has many on parent entity
//end loop
db.dividend_events.belongsTo(db.portfolios, {
as: 'portfolio',
foreignKey: {
name: 'portfolioId',
},
constraints: false,
});
db.dividend_events.belongsTo(db.symbols, {
as: 'symbol',
foreignKey: {
name: 'symbolId',
},
constraints: false,
});
db.dividend_events.belongsTo(db.users, {
as: 'createdBy',
});
db.dividend_events.belongsTo(db.users, {
as: 'updatedBy',
});
};
return dividend_events;
};

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module.exports = function(sequelize, DataTypes) {
const file = sequelize.define(
'file',
{
id: {
type: DataTypes.UUID,
defaultValue: DataTypes.UUIDV4,
primaryKey: true,
},
belongsTo: DataTypes.STRING(255),
belongsToId: DataTypes.UUID,
belongsToColumn: DataTypes.STRING(255),
name: {
type: DataTypes.STRING(2083),
allowNull: false,
validate: {
notEmpty: true,
},
},
sizeInBytes: {
type: DataTypes.INTEGER,
allowNull: true,
},
privateUrl: {
type: DataTypes.STRING(2083),
allowNull: true,
},
publicUrl: {
type: DataTypes.STRING(2083),
allowNull: false,
validate: {
notEmpty: true,
},
},
},
{
timestamps: true,
paranoid: true,
},
);
file.associate = (db) => {
db.file.belongsTo(db.users, {
as: 'createdBy',
});
db.file.belongsTo(db.users, {
as: 'updatedBy',
});
};
return file;
};

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const config = require('../../config');
const providers = config.providers;
const crypto = require('crypto');
const bcrypt = require('bcrypt');
const moment = require('moment');
module.exports = function(sequelize, DataTypes) {
const holdings = sequelize.define(
'holdings',
{
id: {
type: DataTypes.UUID,
defaultValue: DataTypes.UUIDV4,
primaryKey: true,
},
quantity: {
type: DataTypes.DECIMAL,
},
average_cost: {
type: DataTypes.DECIMAL,
},
cost_basis: {
type: DataTypes.DECIMAL,
},
last_price: {
type: DataTypes.DECIMAL,
},
last_price_at: {
type: DataTypes.DATE,
},
market_value: {
type: DataTypes.DECIMAL,
},
unrealized_profit_loss: {
type: DataTypes.DECIMAL,
},
unrealized_profit_loss_percent: {
type: DataTypes.DECIMAL,
},
is_active: {
type: DataTypes.BOOLEAN,
allowNull: false,
defaultValue: false,
},
importHash: {
type: DataTypes.STRING(255),
allowNull: true,
unique: true,
},
},
{
timestamps: true,
paranoid: true,
freezeTableName: true,
},
);
holdings.associate = (db) => {
/// loop through entities and it's fields, and if ref === current e[name] and create relation has many on parent entity
//end loop
db.holdings.belongsTo(db.portfolios, {
as: 'portfolio',
foreignKey: {
name: 'portfolioId',
},
constraints: false,
});
db.holdings.belongsTo(db.broker_accounts, {
as: 'broker_account',
foreignKey: {
name: 'broker_accountId',
},
constraints: false,
});
db.holdings.belongsTo(db.symbols, {
as: 'symbol',
foreignKey: {
name: 'symbolId',
},
constraints: false,
});
db.holdings.belongsTo(db.users, {
as: 'createdBy',
});
db.holdings.belongsTo(db.users, {
as: 'updatedBy',
});
};
return holdings;
};

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'use strict';
const fs = require('fs');
const path = require('path');
const Sequelize = require('sequelize');
const basename = path.basename(__filename);
const env = process.env.NODE_ENV || 'development';
const config = require("../db.config")[env];
const db = {};
let sequelize;
console.log(env);
if (config.use_env_variable) {
sequelize = new Sequelize(process.env[config.use_env_variable], config);
} else {
sequelize = new Sequelize(config.database, config.username, config.password, config);
}
fs
.readdirSync(__dirname)
.filter(file => {
return (file.indexOf('.') !== 0) && (file !== basename) && (file.slice(-3) === '.js');
})
.forEach(file => {
const model = require(path.join(__dirname, file))(sequelize, Sequelize.DataTypes)
db[model.name] = model;
});
Object.keys(db).forEach(modelName => {
if (db[modelName].associate) {
db[modelName].associate(db);
}
});
db.sequelize = sequelize;
db.Sequelize = Sequelize;
module.exports = db;

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const config = require('../../config');
const providers = config.providers;
const crypto = require('crypto');
const bcrypt = require('bcrypt');
const moment = require('moment');
module.exports = function(sequelize, DataTypes) {
const permissions = sequelize.define(
'permissions',
{
id: {
type: DataTypes.UUID,
defaultValue: DataTypes.UUIDV4,
primaryKey: true,
},
name: {
type: DataTypes.TEXT,
},
importHash: {
type: DataTypes.STRING(255),
allowNull: true,
unique: true,
},
},
{
timestamps: true,
paranoid: true,
freezeTableName: true,
},
);
permissions.associate = (db) => {
/// loop through entities and it's fields, and if ref === current e[name] and create relation has many on parent entity
//end loop
db.permissions.belongsTo(db.users, {
as: 'createdBy',
});
db.permissions.belongsTo(db.users, {
as: 'updatedBy',
});
};
return permissions;
};

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const config = require('../../config');
const providers = config.providers;
const crypto = require('crypto');
const bcrypt = require('bcrypt');
const moment = require('moment');
module.exports = function(sequelize, DataTypes) {
const portfolio_valuations = sequelize.define(
'portfolio_valuations',
{
id: {
type: DataTypes.UUID,
defaultValue: DataTypes.UUIDV4,
primaryKey: true,
},
valued_at: {
type: DataTypes.DATE,
},
total_value: {
type: DataTypes.DECIMAL,
},
cash_value: {
type: DataTypes.DECIMAL,
},
invested_value: {
type: DataTypes.DECIMAL,
},
day_change: {
type: DataTypes.DECIMAL,
},
day_change_percent: {
type: DataTypes.DECIMAL,
},
total_profit_loss: {
type: DataTypes.DECIMAL,
},
total_profit_loss_percent: {
type: DataTypes.DECIMAL,
},
importHash: {
type: DataTypes.STRING(255),
allowNull: true,
unique: true,
},
},
{
timestamps: true,
paranoid: true,
freezeTableName: true,
},
);
portfolio_valuations.associate = (db) => {
/// loop through entities and it's fields, and if ref === current e[name] and create relation has many on parent entity
//end loop
db.portfolio_valuations.belongsTo(db.portfolios, {
as: 'portfolio',
foreignKey: {
name: 'portfolioId',
},
constraints: false,
});
db.portfolio_valuations.belongsTo(db.users, {
as: 'createdBy',
});
db.portfolio_valuations.belongsTo(db.users, {
as: 'updatedBy',
});
};
return portfolio_valuations;
};

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const config = require('../../config');
const providers = config.providers;
const crypto = require('crypto');
const bcrypt = require('bcrypt');
const moment = require('moment');
module.exports = function(sequelize, DataTypes) {
const portfolios = sequelize.define(
'portfolios',
{
id: {
type: DataTypes.UUID,
defaultValue: DataTypes.UUIDV4,
primaryKey: true,
},
name: {
type: DataTypes.TEXT,
},
currency: {
type: DataTypes.TEXT,
},
description: {
type: DataTypes.TEXT,
},
is_active: {
type: DataTypes.BOOLEAN,
allowNull: false,
defaultValue: false,
},
importHash: {
type: DataTypes.STRING(255),
allowNull: true,
unique: true,
},
},
{
timestamps: true,
paranoid: true,
freezeTableName: true,
},
);
portfolios.associate = (db) => {
/// loop through entities and it's fields, and if ref === current e[name] and create relation has many on parent entity
db.portfolios.hasMany(db.holdings, {
as: 'holdings_portfolio',
foreignKey: {
name: 'portfolioId',
},
constraints: false,
});
db.portfolios.hasMany(db.transactions, {
as: 'transactions_portfolio',
foreignKey: {
name: 'portfolioId',
},
constraints: false,
});
db.portfolios.hasMany(db.dividend_events, {
as: 'dividend_events_portfolio',
foreignKey: {
name: 'portfolioId',
},
constraints: false,
});
db.portfolios.hasMany(db.portfolio_valuations, {
as: 'portfolio_valuations_portfolio',
foreignKey: {
name: 'portfolioId',
},
constraints: false,
});
db.portfolios.hasMany(db.allocation_targets, {
as: 'allocation_targets_portfolio',
foreignKey: {
name: 'portfolioId',
},
constraints: false,
});
//end loop
db.portfolios.belongsTo(db.users, {
as: 'user',
foreignKey: {
name: 'userId',
},
constraints: false,
});
db.portfolios.belongsTo(db.users, {
as: 'createdBy',
});
db.portfolios.belongsTo(db.users, {
as: 'updatedBy',
});
};
return portfolios;
};

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const config = require('../../config');
const providers = config.providers;
const crypto = require('crypto');
const bcrypt = require('bcrypt');
const moment = require('moment');
module.exports = function(sequelize, DataTypes) {
const price_snapshots = sequelize.define(
'price_snapshots',
{
id: {
type: DataTypes.UUID,
defaultValue: DataTypes.UUIDV4,
primaryKey: true,
},
priced_at: {
type: DataTypes.DATE,
},
open: {
type: DataTypes.DECIMAL,
},
high: {
type: DataTypes.DECIMAL,
},
low: {
type: DataTypes.DECIMAL,
},
close: {
type: DataTypes.DECIMAL,
},
adjusted_close: {
type: DataTypes.DECIMAL,
},
volume: {
type: DataTypes.DECIMAL,
},
source: {
type: DataTypes.TEXT,
},
importHash: {
type: DataTypes.STRING(255),
allowNull: true,
unique: true,
},
},
{
timestamps: true,
paranoid: true,
freezeTableName: true,
},
);
price_snapshots.associate = (db) => {
/// loop through entities and it's fields, and if ref === current e[name] and create relation has many on parent entity
//end loop
db.price_snapshots.belongsTo(db.symbols, {
as: 'symbol',
foreignKey: {
name: 'symbolId',
},
constraints: false,
});
db.price_snapshots.belongsTo(db.users, {
as: 'createdBy',
});
db.price_snapshots.belongsTo(db.users, {
as: 'updatedBy',
});
};
return price_snapshots;
};

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const config = require('../../config');
const providers = config.providers;
const crypto = require('crypto');
const bcrypt = require('bcrypt');
const moment = require('moment');
module.exports = function(sequelize, DataTypes) {
const roles = sequelize.define(
'roles',
{
id: {
type: DataTypes.UUID,
defaultValue: DataTypes.UUIDV4,
primaryKey: true,
},
name: {
type: DataTypes.TEXT,
},
role_customization: {
type: DataTypes.TEXT,
},
importHash: {
type: DataTypes.STRING(255),
allowNull: true,
unique: true,
},
},
{
timestamps: true,
paranoid: true,
freezeTableName: true,
},
);
roles.associate = (db) => {
db.roles.belongsToMany(db.permissions, {
as: 'permissions',
foreignKey: {
name: 'roles_permissionsId',
},
constraints: false,
through: 'rolesPermissionsPermissions',
});
db.roles.belongsToMany(db.permissions, {
as: 'permissions_filter',
foreignKey: {
name: 'roles_permissionsId',
},
constraints: false,
through: 'rolesPermissionsPermissions',
});
/// loop through entities and it's fields, and if ref === current e[name] and create relation has many on parent entity
db.roles.hasMany(db.users, {
as: 'users_app_role',
foreignKey: {
name: 'app_roleId',
},
constraints: false,
});
//end loop
db.roles.belongsTo(db.users, {
as: 'createdBy',
});
db.roles.belongsTo(db.users, {
as: 'updatedBy',
});
};
return roles;
};

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const config = require('../../config');
const providers = config.providers;
const crypto = require('crypto');
const bcrypt = require('bcrypt');
const moment = require('moment');
module.exports = function(sequelize, DataTypes) {
const sectors = sequelize.define(
'sectors',
{
id: {
type: DataTypes.UUID,
defaultValue: DataTypes.UUIDV4,
primaryKey: true,
},
name: {
type: DataTypes.TEXT,
},
description: {
type: DataTypes.TEXT,
},
importHash: {
type: DataTypes.STRING(255),
allowNull: true,
unique: true,
},
},
{
timestamps: true,
paranoid: true,
freezeTableName: true,
},
);
sectors.associate = (db) => {
/// loop through entities and it's fields, and if ref === current e[name] and create relation has many on parent entity
db.sectors.hasMany(db.symbols, {
as: 'symbols_sector',
foreignKey: {
name: 'sectorId',
},
constraints: false,
});
db.sectors.hasMany(db.allocation_targets, {
as: 'allocation_targets_sector',
foreignKey: {
name: 'sectorId',
},
constraints: false,
});
//end loop
db.sectors.belongsTo(db.users, {
as: 'createdBy',
});
db.sectors.belongsTo(db.users, {
as: 'updatedBy',
});
};
return sectors;
};

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const config = require('../../config');
const providers = config.providers;
const crypto = require('crypto');
const bcrypt = require('bcrypt');
const moment = require('moment');
module.exports = function(sequelize, DataTypes) {
const symbols = sequelize.define(
'symbols',
{
id: {
type: DataTypes.UUID,
defaultValue: DataTypes.UUIDV4,
primaryKey: true,
},
ticker: {
type: DataTypes.TEXT,
},
name: {
type: DataTypes.TEXT,
},
asset_type: {
type: DataTypes.ENUM,
values: [
"stock",
"etf",
"mutual_fund",
"crypto",
"bond",
"cash",
"other"
],
},
exchange: {
type: DataTypes.TEXT,
},
country: {
type: DataTypes.TEXT,
},
currency: {
type: DataTypes.TEXT,
},
is_active: {
type: DataTypes.BOOLEAN,
allowNull: false,
defaultValue: false,
},
importHash: {
type: DataTypes.STRING(255),
allowNull: true,
unique: true,
},
},
{
timestamps: true,
paranoid: true,
freezeTableName: true,
},
);
symbols.associate = (db) => {
/// loop through entities and it's fields, and if ref === current e[name] and create relation has many on parent entity
db.symbols.hasMany(db.holdings, {
as: 'holdings_symbol',
foreignKey: {
name: 'symbolId',
},
constraints: false,
});
db.symbols.hasMany(db.transactions, {
as: 'transactions_symbol',
foreignKey: {
name: 'symbolId',
},
constraints: false,
});
db.symbols.hasMany(db.dividend_events, {
as: 'dividend_events_symbol',
foreignKey: {
name: 'symbolId',
},
constraints: false,
});
db.symbols.hasMany(db.watchlist_items, {
as: 'watchlist_items_symbol',
foreignKey: {
name: 'symbolId',
},
constraints: false,
});
db.symbols.hasMany(db.price_snapshots, {
as: 'price_snapshots_symbol',
foreignKey: {
name: 'symbolId',
},
constraints: false,
});
db.symbols.hasMany(db.allocation_targets, {
as: 'allocation_targets_symbol',
foreignKey: {
name: 'symbolId',
},
constraints: false,
});
//end loop
db.symbols.belongsTo(db.asset_categories, {
as: 'asset_category',
foreignKey: {
name: 'asset_categoryId',
},
constraints: false,
});
db.symbols.belongsTo(db.sectors, {
as: 'sector',
foreignKey: {
name: 'sectorId',
},
constraints: false,
});
db.symbols.belongsTo(db.users, {
as: 'createdBy',
});
db.symbols.belongsTo(db.users, {
as: 'updatedBy',
});
};
return symbols;
};

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const config = require('../../config');
const providers = config.providers;
const crypto = require('crypto');
const bcrypt = require('bcrypt');
const moment = require('moment');
module.exports = function(sequelize, DataTypes) {
const transactions = sequelize.define(
'transactions',
{
id: {
type: DataTypes.UUID,
defaultValue: DataTypes.UUIDV4,
primaryKey: true,
},
transaction_type: {
type: DataTypes.ENUM,
values: [
"buy",
"sell",
"dividend",
"deposit",
"withdrawal",
"fee",
"interest",
"split",
"transfer"
],
},
trade_at: {
type: DataTypes.DATE,
},
quantity: {
type: DataTypes.DECIMAL,
},
price: {
type: DataTypes.DECIMAL,
},
fees: {
type: DataTypes.DECIMAL,
},
taxes: {
type: DataTypes.DECIMAL,
},
total_amount: {
type: DataTypes.DECIMAL,
},
currency: {
type: DataTypes.TEXT,
},
notes: {
type: DataTypes.TEXT,
},
importHash: {
type: DataTypes.STRING(255),
allowNull: true,
unique: true,
},
},
{
timestamps: true,
paranoid: true,
freezeTableName: true,
},
);
transactions.associate = (db) => {
/// loop through entities and it's fields, and if ref === current e[name] and create relation has many on parent entity
//end loop
db.transactions.belongsTo(db.portfolios, {
as: 'portfolio',
foreignKey: {
name: 'portfolioId',
},
constraints: false,
});
db.transactions.belongsTo(db.broker_accounts, {
as: 'broker_account',
foreignKey: {
name: 'broker_accountId',
},
constraints: false,
});
db.transactions.belongsTo(db.symbols, {
as: 'symbol',
foreignKey: {
name: 'symbolId',
},
constraints: false,
});
db.transactions.hasMany(db.file, {
as: 'attachments',
foreignKey: 'belongsToId',
constraints: false,
scope: {
belongsTo: db.transactions.getTableName(),
belongsToColumn: 'attachments',
},
});
db.transactions.belongsTo(db.users, {
as: 'createdBy',
});
db.transactions.belongsTo(db.users, {
as: 'updatedBy',
});
};
return transactions;
};

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const config = require('../../config');
const providers = config.providers;
const crypto = require('crypto');
const bcrypt = require('bcrypt');
const moment = require('moment');
module.exports = function(sequelize, DataTypes) {
const users = sequelize.define(
'users',
{
id: {
type: DataTypes.UUID,
defaultValue: DataTypes.UUIDV4,
primaryKey: true,
},
firstName: {
type: DataTypes.TEXT,
},
lastName: {
type: DataTypes.TEXT,
},
phoneNumber: {
type: DataTypes.TEXT,
},
email: {
type: DataTypes.TEXT,
},
disabled: {
type: DataTypes.BOOLEAN,
allowNull: false,
defaultValue: false,
},
password: {
type: DataTypes.TEXT,
},
emailVerified: {
type: DataTypes.BOOLEAN,
allowNull: false,
defaultValue: false,
},
emailVerificationToken: {
type: DataTypes.TEXT,
},
emailVerificationTokenExpiresAt: {
type: DataTypes.DATE,
},
passwordResetToken: {
type: DataTypes.TEXT,
},
passwordResetTokenExpiresAt: {
type: DataTypes.DATE,
},
provider: {
type: DataTypes.TEXT,
},
importHash: {
type: DataTypes.STRING(255),
allowNull: true,
unique: true,
},
},
{
timestamps: true,
paranoid: true,
freezeTableName: true,
},
);
users.associate = (db) => {
db.users.belongsToMany(db.permissions, {
as: 'custom_permissions',
foreignKey: {
name: 'users_custom_permissionsId',
},
constraints: false,
through: 'usersCustom_permissionsPermissions',
});
db.users.belongsToMany(db.permissions, {
as: 'custom_permissions_filter',
foreignKey: {
name: 'users_custom_permissionsId',
},
constraints: false,
through: 'usersCustom_permissionsPermissions',
});
/// loop through entities and it's fields, and if ref === current e[name] and create relation has many on parent entity
db.users.hasMany(db.broker_accounts, {
as: 'broker_accounts_user',
foreignKey: {
name: 'userId',
},
constraints: false,
});
db.users.hasMany(db.portfolios, {
as: 'portfolios_user',
foreignKey: {
name: 'userId',
},
constraints: false,
});
db.users.hasMany(db.watchlists, {
as: 'watchlists_user',
foreignKey: {
name: 'userId',
},
constraints: false,
});
//end loop
db.users.belongsTo(db.roles, {
as: 'app_role',
foreignKey: {
name: 'app_roleId',
},
constraints: false,
});
db.users.hasMany(db.file, {
as: 'avatar',
foreignKey: 'belongsToId',
constraints: false,
scope: {
belongsTo: db.users.getTableName(),
belongsToColumn: 'avatar',
},
});
db.users.belongsTo(db.users, {
as: 'createdBy',
});
db.users.belongsTo(db.users, {
as: 'updatedBy',
});
};
users.beforeCreate((users, options) => {
users = trimStringFields(users);
if (users.provider !== providers.LOCAL && Object.values(providers).indexOf(users.provider) > -1) {
users.emailVerified = true;
if (!users.password) {
const password = crypto
.randomBytes(20)
.toString('hex');
const hashedPassword = bcrypt.hashSync(
password,
config.bcrypt.saltRounds,
);
users.password = hashedPassword
}
}
});
users.beforeUpdate((users, options) => {
users = trimStringFields(users);
});
return users;
};
function trimStringFields(users) {
users.email = users.email.trim();
users.firstName = users.firstName
? users.firstName.trim()
: null;
users.lastName = users.lastName
? users.lastName.trim()
: null;
return users;
}

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const config = require('../../config');
const providers = config.providers;
const crypto = require('crypto');
const bcrypt = require('bcrypt');
const moment = require('moment');
module.exports = function(sequelize, DataTypes) {
const watchlist_items = sequelize.define(
'watchlist_items',
{
id: {
type: DataTypes.UUID,
defaultValue: DataTypes.UUIDV4,
primaryKey: true,
},
target_price: {
type: DataTypes.DECIMAL,
},
alert_above_price: {
type: DataTypes.DECIMAL,
},
alert_below_price: {
type: DataTypes.DECIMAL,
},
alerts_enabled: {
type: DataTypes.BOOLEAN,
allowNull: false,
defaultValue: false,
},
notes: {
type: DataTypes.TEXT,
},
importHash: {
type: DataTypes.STRING(255),
allowNull: true,
unique: true,
},
},
{
timestamps: true,
paranoid: true,
freezeTableName: true,
},
);
watchlist_items.associate = (db) => {
/// loop through entities and it's fields, and if ref === current e[name] and create relation has many on parent entity
//end loop
db.watchlist_items.belongsTo(db.watchlists, {
as: 'watchlist',
foreignKey: {
name: 'watchlistId',
},
constraints: false,
});
db.watchlist_items.belongsTo(db.symbols, {
as: 'symbol',
foreignKey: {
name: 'symbolId',
},
constraints: false,
});
db.watchlist_items.belongsTo(db.users, {
as: 'createdBy',
});
db.watchlist_items.belongsTo(db.users, {
as: 'updatedBy',
});
};
return watchlist_items;
};

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const config = require('../../config');
const providers = config.providers;
const crypto = require('crypto');
const bcrypt = require('bcrypt');
const moment = require('moment');
module.exports = function(sequelize, DataTypes) {
const watchlists = sequelize.define(
'watchlists',
{
id: {
type: DataTypes.UUID,
defaultValue: DataTypes.UUIDV4,
primaryKey: true,
},
name: {
type: DataTypes.TEXT,
},
description: {
type: DataTypes.TEXT,
},
importHash: {
type: DataTypes.STRING(255),
allowNull: true,
unique: true,
},
},
{
timestamps: true,
paranoid: true,
freezeTableName: true,
},
);
watchlists.associate = (db) => {
/// loop through entities and it's fields, and if ref === current e[name] and create relation has many on parent entity
db.watchlists.hasMany(db.watchlist_items, {
as: 'watchlist_items_watchlist',
foreignKey: {
name: 'watchlistId',
},
constraints: false,
});
//end loop
db.watchlists.belongsTo(db.users, {
as: 'user',
foreignKey: {
name: 'userId',
},
constraints: false,
});
db.watchlists.belongsTo(db.users, {
as: 'createdBy',
});
db.watchlists.belongsTo(db.users, {
as: 'updatedBy',
});
};
return watchlists;
};

16
backend/src/db/reset.js Normal file
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const db = require('./models');
const {execSync} = require("child_process");
console.log('Resetting Database');
db.sequelize
.sync({ force: true })
.then(() => {
execSync("sequelize db:seed:all");
console.log('OK');
process.exit();
})
.catch((error) => {
console.error(error);
process.exit(1);
});

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'use strict';
const bcrypt = require("bcrypt");
const config = require("../../config");
const ids = [
'193bf4b5-9f07-4bd5-9a43-e7e41f3e96af',
'af5a87be-8f9c-4630-902a-37a60b7005ba',
'5bc531ab-611f-41f3-9373-b7cc5d09c93d',
]
module.exports = {
up: async (queryInterface, Sequelize) => {
let admin_hash = bcrypt.hashSync(config.admin_pass, config.bcrypt.saltRounds);
let user_hash = bcrypt.hashSync(config.user_pass, config.bcrypt.saltRounds);
try {
await queryInterface.bulkInsert('users', [
{
id: ids[0],
firstName: 'Admin',
email: config.admin_email,
emailVerified: true,
provider: config.providers.LOCAL,
password: admin_hash,
createdAt: new Date(),
updatedAt: new Date()
},
{
id: ids[1],
firstName: 'John',
email: 'john@doe.com',
emailVerified: true,
provider: config.providers.LOCAL,
password: user_hash,
createdAt: new Date(),
updatedAt: new Date()
},
{
id: ids[2],
firstName: 'Client',
email: 'client@hello.com',
emailVerified: true,
provider: config.providers.LOCAL,
password: user_hash,
createdAt: new Date(),
updatedAt: new Date()
},
]);
} catch (error) {
console.error('Error during bulkInsert:', error);
throw error;
}
},
down: async (queryInterface, Sequelize) => {
try {
await queryInterface.bulkDelete('users', {
id: {
[Sequelize.Op.in]: ids,
},
}, {});
} catch (error) {
console.error('Error during bulkDelete:', error);
throw error;
}
}
}

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27
backend/src/db/utils.js Normal file
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const validator = require('validator');
const { v4: uuid } = require('uuid');
const Sequelize = require('./models').Sequelize;
module.exports = class Utils {
static uuid(value) {
let id = value;
if (!validator.isUUID(id)) {
id = uuid();
}
return id;
}
static ilike(model, column, value) {
return Sequelize.where(
Sequelize.fn(
'lower',
Sequelize.col(`${model}.${column}`),
),
{
[Sequelize.Op.like]: `%${value}%`.toLowerCase(),
},
);
}
};

23
backend/src/helpers.js Normal file
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const jwt = require('jsonwebtoken');
const config = require('./config');
module.exports = class Helpers {
static wrapAsync(fn) {
return function (req, res, next) {
fn(req, res, next).catch(next);
};
}
static commonErrorHandler(error, req, res, next) {
if ([400, 403, 404].includes(error.code)) {
return res.status(error.code).send(error.message);
}
console.error(error);
return res.status(500).send(error.message);
}
static jwtSign(data) {
return jwt.sign(data, config.secret_key, {expiresIn: '6h'});
};
};

190
backend/src/index.js Normal file
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const express = require('express');
const cors = require('cors');
const app = express();
const passport = require('passport');
const path = require('path');
const fs = require('fs');
const bodyParser = require('body-parser');
const db = require('./db/models');
const config = require('./config');
const swaggerUI = require('swagger-ui-express');
const swaggerJsDoc = require('swagger-jsdoc');
const authRoutes = require('./routes/auth');
const fileRoutes = require('./routes/file');
const searchRoutes = require('./routes/search');
const sqlRoutes = require('./routes/sql');
const pexelsRoutes = require('./routes/pexels');
const openaiRoutes = require('./routes/openai');
const usersRoutes = require('./routes/users');
const rolesRoutes = require('./routes/roles');
const permissionsRoutes = require('./routes/permissions');
const broker_accountsRoutes = require('./routes/broker_accounts');
const portfoliosRoutes = require('./routes/portfolios');
const asset_categoriesRoutes = require('./routes/asset_categories');
const sectorsRoutes = require('./routes/sectors');
const symbolsRoutes = require('./routes/symbols');
const holdingsRoutes = require('./routes/holdings');
const transactionsRoutes = require('./routes/transactions');
const dividend_eventsRoutes = require('./routes/dividend_events');
const watchlistsRoutes = require('./routes/watchlists');
const watchlist_itemsRoutes = require('./routes/watchlist_items');
const price_snapshotsRoutes = require('./routes/price_snapshots');
const portfolio_valuationsRoutes = require('./routes/portfolio_valuations');
const allocation_targetsRoutes = require('./routes/allocation_targets');
const getBaseUrl = (url) => {
if (!url) return '';
return url.endsWith('/api') ? url.slice(0, -4) : url;
};
const options = {
definition: {
openapi: "3.0.0",
info: {
version: "1.0.0",
title: "Stock Portfolio Tracker",
description: "Stock Portfolio Tracker Online REST API for Testing and Prototyping application. You can perform all major operations with your entities - create, delete and etc.",
},
servers: [
{
url: getBaseUrl(process.env.NEXT_PUBLIC_BACK_API) || config.swaggerUrl,
description: "Development server",
}
],
components: {
securitySchemes: {
bearerAuth: {
type: 'http',
scheme: 'bearer',
bearerFormat: 'JWT',
}
},
responses: {
UnauthorizedError: {
description: "Access token is missing or invalid"
}
}
},
security: [{
bearerAuth: []
}]
},
apis: ["./src/routes/*.js"],
};
const specs = swaggerJsDoc(options);
app.use('/api-docs', function (req, res, next) {
swaggerUI.host = getBaseUrl(process.env.NEXT_PUBLIC_BACK_API) || req.get('host');
next()
}, swaggerUI.serve, swaggerUI.setup(specs))
app.use(cors({origin: true}));
require('./auth/auth');
app.use(bodyParser.json());
app.use('/api/auth', authRoutes);
app.use('/api/file', fileRoutes);
app.use('/api/pexels', pexelsRoutes);
app.enable('trust proxy');
app.use('/api/users', passport.authenticate('jwt', {session: false}), usersRoutes);
app.use('/api/roles', passport.authenticate('jwt', {session: false}), rolesRoutes);
app.use('/api/permissions', passport.authenticate('jwt', {session: false}), permissionsRoutes);
app.use('/api/broker_accounts', passport.authenticate('jwt', {session: false}), broker_accountsRoutes);
app.use('/api/portfolios', passport.authenticate('jwt', {session: false}), portfoliosRoutes);
app.use('/api/asset_categories', passport.authenticate('jwt', {session: false}), asset_categoriesRoutes);
app.use('/api/sectors', passport.authenticate('jwt', {session: false}), sectorsRoutes);
app.use('/api/symbols', passport.authenticate('jwt', {session: false}), symbolsRoutes);
app.use('/api/holdings', passport.authenticate('jwt', {session: false}), holdingsRoutes);
app.use('/api/transactions', passport.authenticate('jwt', {session: false}), transactionsRoutes);
app.use('/api/dividend_events', passport.authenticate('jwt', {session: false}), dividend_eventsRoutes);
app.use('/api/watchlists', passport.authenticate('jwt', {session: false}), watchlistsRoutes);
app.use('/api/watchlist_items', passport.authenticate('jwt', {session: false}), watchlist_itemsRoutes);
app.use('/api/price_snapshots', passport.authenticate('jwt', {session: false}), price_snapshotsRoutes);
app.use('/api/portfolio_valuations', passport.authenticate('jwt', {session: false}), portfolio_valuationsRoutes);
app.use('/api/allocation_targets', passport.authenticate('jwt', {session: false}), allocation_targetsRoutes);
app.use(
'/api/openai',
passport.authenticate('jwt', { session: false }),
openaiRoutes,
);
app.use(
'/api/ai',
passport.authenticate('jwt', { session: false }),
openaiRoutes,
);
app.use(
'/api/search',
passport.authenticate('jwt', { session: false }),
searchRoutes);
app.use(
'/api/sql',
passport.authenticate('jwt', { session: false }),
sqlRoutes);
const publicDir = path.join(
__dirname,
'../public',
);
if (fs.existsSync(publicDir)) {
app.use('/', express.static(publicDir));
app.get('*', function(request, response) {
response.sendFile(
path.resolve(publicDir, 'index.html'),
);
});
}
const PORT = process.env.NODE_ENV === 'dev_stage' ? 3000 : 8080;
db.sequelize.sync().then(function () {
app.listen(PORT, () => {
console.log(`Listening on port ${PORT}`);
});
});
module.exports = app;

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const ValidationError = require('../services/notifications/errors/validation');
const RolesDBApi = require('../db/api/roles');
// Cache for the 'Public' role object
let publicRoleCache = null;
// Function to asynchronously fetch and cache the 'Public' role
async function fetchAndCachePublicRole() {
try {
// Use RolesDBApi to find the role by name 'Public'
publicRoleCache = await RolesDBApi.findBy({ name: 'Public' });
if (!publicRoleCache) {
console.error("WARNING: Role 'Public' not found in database during middleware startup. Check your migrations.");
// The system might not function correctly without this role. May need to throw an error or use a fallback stub.
} else {
console.log("'Public' role successfully loaded and cached.");
}
} catch (error) {
console.error("Error fetching 'Public' role during middleware startup:", error);
// Handle the error during startup fetch
throw error; // Important to know if the app can proceed without the Public role
}
}
// Trigger the role fetching when the check-permissions.js module is imported/loaded
// This should happen during application startup when routes are being configured.
fetchAndCachePublicRole().catch(error => {
// Handle the case where the fetchAndCachePublicRole promise is rejected
console.error("Critical error during permissions middleware initialization:", error);
// Decide here if the process should exit if the Public role is essential.
// process.exit(1);
});
/**
* Middleware creator to check if the current user (or Public role) has a specific permission.
* @param {string} permission - The name of the required permission.
* @return {import("express").RequestHandler} Express middleware function.
*/
function checkPermissions(permission) {
return async (req, res, next) => {
const { currentUser } = req;
// 1. Check self-access bypass (only if the user is authenticated)
if (currentUser && (currentUser.id === req.params.id || currentUser.id === req.body.id)) {
return next(); // User has access to their own resource
}
// 2. Check Custom Permissions (only if the user is authenticated)
if (currentUser) {
// Ensure custom_permissions is an array before using find
const customPermissions = Array.isArray(currentUser.custom_permissions)
? currentUser.custom_permissions
: [];
const userPermission = customPermissions.find(
(cp) => cp.name === permission,
);
if (userPermission) {
return next(); // User has a custom permission
}
}
// 3. Determine the "effective" role for permission check
let effectiveRole = null;
try {
if (currentUser && currentUser.app_role) {
// User is authenticated and has an assigned role
effectiveRole = currentUser.app_role;
} else {
// User is NOT authenticated OR is authenticated but has no role
// Use the cached 'Public' role
if (!publicRoleCache) {
// If the cache is unexpectedly empty (e.g., startup error caught),
// we can try fetching the role again synchronously (less ideal) or just deny access.
console.error("Public role cache is empty. Attempting synchronous fetch...");
// Less efficient fallback option:
effectiveRole = await RolesDBApi.findBy({ name: 'Public' }); // Could be slow
if (!effectiveRole) {
// If even the synchronous attempt failed
return next(new Error("Internal Server Error: Public role missing and cannot be fetched."));
}
} else {
effectiveRole = publicRoleCache; // Use the cached object
}
}
// Check if we got a valid role object
if (!effectiveRole) {
return next(new Error("Internal Server Error: Could not determine effective role."));
}
// 4. Check Permissions on the "effective" role
// Assume the effectiveRole object (from app_role or RolesDBApi) has a getPermissions() method
// or a 'permissions' property (if permissions are eagerly loaded).
let rolePermissions = [];
if (typeof effectiveRole.getPermissions === 'function') {
rolePermissions = await effectiveRole.getPermissions(); // Get permissions asynchronously if the method exists
} else if (Array.isArray(effectiveRole.permissions)) {
rolePermissions = effectiveRole.permissions; // Or take from property if permissions are pre-loaded
} else {
console.error("Role object lacks getPermissions() method or permissions property:", effectiveRole);
return next(new Error("Internal Server Error: Invalid role object format."));
}
if (rolePermissions.find((p) => p.name === permission)) {
next(); // The "effective" role has the required permission
} else {
// The "effective" role does not have the required permission
const roleName = effectiveRole.name || 'unknown role';
next(new ValidationError('auth.forbidden', `Role '${roleName}' denied access to '${permission}'.`));
}
} catch (e) {
// Handle errors during role or permission fetching
console.error("Error during permission check:", e);
next(e); // Pass the error to the next middleware
}
};
}
const METHOD_MAP = {
POST: 'CREATE',
GET: 'READ',
PUT: 'UPDATE',
PATCH: 'UPDATE',
DELETE: 'DELETE',
};
/**
* Middleware creator to check standard CRUD permissions based on HTTP method and entity name.
* @param {string} name - The name of the entity.
* @return {import("express").RequestHandler} Express middleware function.
*/
function checkCrudPermissions(name) {
return (req, res, next) => {
// Dynamically determine the permission name (e.g., 'READ_USERS')
const permissionName = `${METHOD_MAP[req.method]}_${name.toUpperCase()}`;
// Call the checkPermissions middleware with the determined permission
checkPermissions(permissionName)(req, res, next);
};
}
module.exports = {
checkPermissions,
checkCrudPermissions,
};

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const util = require('util');
const Multer = require('multer');
const maxSize = 10 * 1024 * 1024;
let processFile = Multer({
storage: Multer.memoryStorage(),
limits: { fileSize: maxSize },
}).single("file");
let processFileMiddleware = util.promisify(processFile);
module.exports = processFileMiddleware;

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const express = require('express');
const Allocation_targetsService = require('../services/allocation_targets');
const Allocation_targetsDBApi = require('../db/api/allocation_targets');
const wrapAsync = require('../helpers').wrapAsync;
const router = express.Router();
const { parse } = require('json2csv');
const {
checkCrudPermissions,
} = require('../middlewares/check-permissions');
router.use(checkCrudPermissions('allocation_targets'));
/**
* @swagger
* components:
* schemas:
* Allocation_targets:
* type: object
* properties:
* target_percent:
* type: integer
* format: int64
* min_percent:
* type: integer
* format: int64
* max_percent:
* type: integer
* format: int64
*
*/
/**
* @swagger
* tags:
* name: Allocation_targets
* description: The Allocation_targets managing API
*/
/**
* @swagger
* /api/allocation_targets:
* post:
* security:
* - bearerAuth: []
* tags: [Allocation_targets]
* summary: Add new item
* description: Add new item
* requestBody:
* required: true
* content:
* application/json:
* schema:
* properties:
* data:
* description: Data of the updated item
* type: object
* $ref: "#/components/schemas/Allocation_targets"
* responses:
* 200:
* description: The item was successfully added
* content:
* application/json:
* schema:
* $ref: "#/components/schemas/Allocation_targets"
* 401:
* $ref: "#/components/responses/UnauthorizedError"
* 405:
* description: Invalid input data
* 500:
* description: Some server error
*/
router.post('/', wrapAsync(async (req, res) => {
const referer = req.headers.referer || `${req.protocol}://${req.hostname}${req.originalUrl}`;
const link = new URL(referer);
await Allocation_targetsService.create(req.body.data, req.currentUser, true, link.host);
const payload = true;
res.status(200).send(payload);
}));
/**
* @swagger
* /api/budgets/bulk-import:
* post:
* security:
* - bearerAuth: []
* tags: [Allocation_targets]
* summary: Bulk import items
* description: Bulk import items
* requestBody:
* required: true
* content:
* application/json:
* schema:
* properties:
* data:
* description: Data of the updated items
* type: array
* items:
* $ref: "#/components/schemas/Allocation_targets"
* responses:
* 200:
* description: The items were successfully imported
* content:
* application/json:
* schema:
* $ref: "#/components/schemas/Allocation_targets"
* 401:
* $ref: "#/components/responses/UnauthorizedError"
* 405:
* description: Invalid input data
* 500:
* description: Some server error
*
*/
router.post('/bulk-import', wrapAsync(async (req, res) => {
const referer = req.headers.referer || `${req.protocol}://${req.hostname}${req.originalUrl}`;
const link = new URL(referer);
await Allocation_targetsService.bulkImport(req, res, true, link.host);
const payload = true;
res.status(200).send(payload);
}));
/**
* @swagger
* /api/allocation_targets/{id}:
* put:
* security:
* - bearerAuth: []
* tags: [Allocation_targets]
* summary: Update the data of the selected item
* description: Update the data of the selected item
* parameters:
* - in: path
* name: id
* description: Item ID to update
* required: true
* schema:
* type: string
* requestBody:
* description: Set new item data
* required: true
* content:
* application/json:
* schema:
* properties:
* id:
* description: ID of the updated item
* type: string
* data:
* description: Data of the updated item
* type: object
* $ref: "#/components/schemas/Allocation_targets"
* required:
* - id
* responses:
* 200:
* description: The item data was successfully updated
* content:
* application/json:
* schema:
* $ref: "#/components/schemas/Allocation_targets"
* 400:
* description: Invalid ID supplied
* 401:
* $ref: "#/components/responses/UnauthorizedError"
* 404:
* description: Item not found
* 500:
* description: Some server error
*/
router.put('/:id', wrapAsync(async (req, res) => {
await Allocation_targetsService.update(req.body.data, req.body.id, req.currentUser);
const payload = true;
res.status(200).send(payload);
}));
/**
* @swagger
* /api/allocation_targets/{id}:
* delete:
* security:
* - bearerAuth: []
* tags: [Allocation_targets]
* summary: Delete the selected item
* description: Delete the selected item
* parameters:
* - in: path
* name: id
* description: Item ID to delete
* required: true
* schema:
* type: string
* responses:
* 200:
* description: The item was successfully deleted
* content:
* application/json:
* schema:
* $ref: "#/components/schemas/Allocation_targets"
* 400:
* description: Invalid ID supplied
* 401:
* $ref: "#/components/responses/UnauthorizedError"
* 404:
* description: Item not found
* 500:
* description: Some server error
*/
router.delete('/:id', wrapAsync(async (req, res) => {
await Allocation_targetsService.remove(req.params.id, req.currentUser);
const payload = true;
res.status(200).send(payload);
}));
/**
* @swagger
* /api/allocation_targets/deleteByIds:
* post:
* security:
* - bearerAuth: []
* tags: [Allocation_targets]
* summary: Delete the selected item list
* description: Delete the selected item list
* requestBody:
* required: true
* content:
* application/json:
* schema:
* properties:
* ids:
* description: IDs of the updated items
* type: array
* responses:
* 200:
* description: The items was successfully deleted
* content:
* application/json:
* schema:
* $ref: "#/components/schemas/Allocation_targets"
* 401:
* $ref: "#/components/responses/UnauthorizedError"
* 404:
* description: Items not found
* 500:
* description: Some server error
*/
router.post('/deleteByIds', wrapAsync(async (req, res) => {
await Allocation_targetsService.deleteByIds(req.body.data, req.currentUser);
const payload = true;
res.status(200).send(payload);
}));
/**
* @swagger
* /api/allocation_targets:
* get:
* security:
* - bearerAuth: []
* tags: [Allocation_targets]
* summary: Get all allocation_targets
* description: Get all allocation_targets
* responses:
* 200:
* description: Allocation_targets list successfully received
* content:
* application/json:
* schema:
* type: array
* items:
* $ref: "#/components/schemas/Allocation_targets"
* 401:
* $ref: "#/components/responses/UnauthorizedError"
* 404:
* description: Data not found
* 500:
* description: Some server error
*/
router.get('/', wrapAsync(async (req, res) => {
const filetype = req.query.filetype
const currentUser = req.currentUser;
const payload = await Allocation_targetsDBApi.findAll(
req.query, { currentUser }
);
if (filetype && filetype === 'csv') {
const fields = ['id',
'target_percent','min_percent','max_percent',
];
const opts = { fields };
try {
const csv = parse(payload.rows, opts);
res.status(200).attachment(csv);
res.send(csv)
} catch (err) {
console.error(err);
}
} else {
res.status(200).send(payload);
}
}));
/**
* @swagger
* /api/allocation_targets/count:
* get:
* security:
* - bearerAuth: []
* tags: [Allocation_targets]
* summary: Count all allocation_targets
* description: Count all allocation_targets
* responses:
* 200:
* description: Allocation_targets count successfully received
* content:
* application/json:
* schema:
* type: array
* items:
* $ref: "#/components/schemas/Allocation_targets"
* 401:
* $ref: "#/components/responses/UnauthorizedError"
* 404:
* description: Data not found
* 500:
* description: Some server error
*/
router.get('/count', wrapAsync(async (req, res) => {
const currentUser = req.currentUser;
const payload = await Allocation_targetsDBApi.findAll(
req.query,
null,
{ countOnly: true, currentUser }
);
res.status(200).send(payload);
}));
/**
* @swagger
* /api/allocation_targets/autocomplete:
* get:
* security:
* - bearerAuth: []
* tags: [Allocation_targets]
* summary: Find all allocation_targets that match search criteria
* description: Find all allocation_targets that match search criteria
* responses:
* 200:
* description: Allocation_targets list successfully received
* content:
* application/json:
* schema:
* type: array
* items:
* $ref: "#/components/schemas/Allocation_targets"
* 401:
* $ref: "#/components/responses/UnauthorizedError"
* 404:
* description: Data not found
* 500:
* description: Some server error
*/
router.get('/autocomplete', async (req, res) => {
const payload = await Allocation_targetsDBApi.findAllAutocomplete(
req.query.query,
req.query.limit,
req.query.offset,
);
res.status(200).send(payload);
});
/**
* @swagger
* /api/allocation_targets/{id}:
* get:
* security:
* - bearerAuth: []
* tags: [Allocation_targets]
* summary: Get selected item
* description: Get selected item
* parameters:
* - in: path
* name: id
* description: ID of item to get
* required: true
* schema:
* type: string
* responses:
* 200:
* description: Selected item successfully received
* content:
* application/json:
* schema:
* $ref: "#/components/schemas/Allocation_targets"
* 400:
* description: Invalid ID supplied
* 401:
* $ref: "#/components/responses/UnauthorizedError"
* 404:
* description: Item not found
* 500:
* description: Some server error
*/
router.get('/:id', wrapAsync(async (req, res) => {
const payload = await Allocation_targetsDBApi.findBy(
{ id: req.params.id },
);
res.status(200).send(payload);
}));
router.use('/', require('../helpers').commonErrorHandler);
module.exports = router;

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const express = require('express');
const Asset_categoriesService = require('../services/asset_categories');
const Asset_categoriesDBApi = require('../db/api/asset_categories');
const wrapAsync = require('../helpers').wrapAsync;
const router = express.Router();
const { parse } = require('json2csv');
const {
checkCrudPermissions,
} = require('../middlewares/check-permissions');
router.use(checkCrudPermissions('asset_categories'));
/**
* @swagger
* components:
* schemas:
* Asset_categories:
* type: object
* properties:
* name:
* type: string
* default: name
* description:
* type: string
* default: description
*/
/**
* @swagger
* tags:
* name: Asset_categories
* description: The Asset_categories managing API
*/
/**
* @swagger
* /api/asset_categories:
* post:
* security:
* - bearerAuth: []
* tags: [Asset_categories]
* summary: Add new item
* description: Add new item
* requestBody:
* required: true
* content:
* application/json:
* schema:
* properties:
* data:
* description: Data of the updated item
* type: object
* $ref: "#/components/schemas/Asset_categories"
* responses:
* 200:
* description: The item was successfully added
* content:
* application/json:
* schema:
* $ref: "#/components/schemas/Asset_categories"
* 401:
* $ref: "#/components/responses/UnauthorizedError"
* 405:
* description: Invalid input data
* 500:
* description: Some server error
*/
router.post('/', wrapAsync(async (req, res) => {
const referer = req.headers.referer || `${req.protocol}://${req.hostname}${req.originalUrl}`;
const link = new URL(referer);
await Asset_categoriesService.create(req.body.data, req.currentUser, true, link.host);
const payload = true;
res.status(200).send(payload);
}));
/**
* @swagger
* /api/budgets/bulk-import:
* post:
* security:
* - bearerAuth: []
* tags: [Asset_categories]
* summary: Bulk import items
* description: Bulk import items
* requestBody:
* required: true
* content:
* application/json:
* schema:
* properties:
* data:
* description: Data of the updated items
* type: array
* items:
* $ref: "#/components/schemas/Asset_categories"
* responses:
* 200:
* description: The items were successfully imported
* content:
* application/json:
* schema:
* $ref: "#/components/schemas/Asset_categories"
* 401:
* $ref: "#/components/responses/UnauthorizedError"
* 405:
* description: Invalid input data
* 500:
* description: Some server error
*
*/
router.post('/bulk-import', wrapAsync(async (req, res) => {
const referer = req.headers.referer || `${req.protocol}://${req.hostname}${req.originalUrl}`;
const link = new URL(referer);
await Asset_categoriesService.bulkImport(req, res, true, link.host);
const payload = true;
res.status(200).send(payload);
}));
/**
* @swagger
* /api/asset_categories/{id}:
* put:
* security:
* - bearerAuth: []
* tags: [Asset_categories]
* summary: Update the data of the selected item
* description: Update the data of the selected item
* parameters:
* - in: path
* name: id
* description: Item ID to update
* required: true
* schema:
* type: string
* requestBody:
* description: Set new item data
* required: true
* content:
* application/json:
* schema:
* properties:
* id:
* description: ID of the updated item
* type: string
* data:
* description: Data of the updated item
* type: object
* $ref: "#/components/schemas/Asset_categories"
* required:
* - id
* responses:
* 200:
* description: The item data was successfully updated
* content:
* application/json:
* schema:
* $ref: "#/components/schemas/Asset_categories"
* 400:
* description: Invalid ID supplied
* 401:
* $ref: "#/components/responses/UnauthorizedError"
* 404:
* description: Item not found
* 500:
* description: Some server error
*/
router.put('/:id', wrapAsync(async (req, res) => {
await Asset_categoriesService.update(req.body.data, req.body.id, req.currentUser);
const payload = true;
res.status(200).send(payload);
}));
/**
* @swagger
* /api/asset_categories/{id}:
* delete:
* security:
* - bearerAuth: []
* tags: [Asset_categories]
* summary: Delete the selected item
* description: Delete the selected item
* parameters:
* - in: path
* name: id
* description: Item ID to delete
* required: true
* schema:
* type: string
* responses:
* 200:
* description: The item was successfully deleted
* content:
* application/json:
* schema:
* $ref: "#/components/schemas/Asset_categories"
* 400:
* description: Invalid ID supplied
* 401:
* $ref: "#/components/responses/UnauthorizedError"
* 404:
* description: Item not found
* 500:
* description: Some server error
*/
router.delete('/:id', wrapAsync(async (req, res) => {
await Asset_categoriesService.remove(req.params.id, req.currentUser);
const payload = true;
res.status(200).send(payload);
}));
/**
* @swagger
* /api/asset_categories/deleteByIds:
* post:
* security:
* - bearerAuth: []
* tags: [Asset_categories]
* summary: Delete the selected item list
* description: Delete the selected item list
* requestBody:
* required: true
* content:
* application/json:
* schema:
* properties:
* ids:
* description: IDs of the updated items
* type: array
* responses:
* 200:
* description: The items was successfully deleted
* content:
* application/json:
* schema:
* $ref: "#/components/schemas/Asset_categories"
* 401:
* $ref: "#/components/responses/UnauthorizedError"
* 404:
* description: Items not found
* 500:
* description: Some server error
*/
router.post('/deleteByIds', wrapAsync(async (req, res) => {
await Asset_categoriesService.deleteByIds(req.body.data, req.currentUser);
const payload = true;
res.status(200).send(payload);
}));
/**
* @swagger
* /api/asset_categories:
* get:
* security:
* - bearerAuth: []
* tags: [Asset_categories]
* summary: Get all asset_categories
* description: Get all asset_categories
* responses:
* 200:
* description: Asset_categories list successfully received
* content:
* application/json:
* schema:
* type: array
* items:
* $ref: "#/components/schemas/Asset_categories"
* 401:
* $ref: "#/components/responses/UnauthorizedError"
* 404:
* description: Data not found
* 500:
* description: Some server error
*/
router.get('/', wrapAsync(async (req, res) => {
const filetype = req.query.filetype
const currentUser = req.currentUser;
const payload = await Asset_categoriesDBApi.findAll(
req.query, { currentUser }
);
if (filetype && filetype === 'csv') {
const fields = ['id','name','description',
];
const opts = { fields };
try {
const csv = parse(payload.rows, opts);
res.status(200).attachment(csv);
res.send(csv)
} catch (err) {
console.error(err);
}
} else {
res.status(200).send(payload);
}
}));
/**
* @swagger
* /api/asset_categories/count:
* get:
* security:
* - bearerAuth: []
* tags: [Asset_categories]
* summary: Count all asset_categories
* description: Count all asset_categories
* responses:
* 200:
* description: Asset_categories count successfully received
* content:
* application/json:
* schema:
* type: array
* items:
* $ref: "#/components/schemas/Asset_categories"
* 401:
* $ref: "#/components/responses/UnauthorizedError"
* 404:
* description: Data not found
* 500:
* description: Some server error
*/
router.get('/count', wrapAsync(async (req, res) => {
const currentUser = req.currentUser;
const payload = await Asset_categoriesDBApi.findAll(
req.query,
null,
{ countOnly: true, currentUser }
);
res.status(200).send(payload);
}));
/**
* @swagger
* /api/asset_categories/autocomplete:
* get:
* security:
* - bearerAuth: []
* tags: [Asset_categories]
* summary: Find all asset_categories that match search criteria
* description: Find all asset_categories that match search criteria
* responses:
* 200:
* description: Asset_categories list successfully received
* content:
* application/json:
* schema:
* type: array
* items:
* $ref: "#/components/schemas/Asset_categories"
* 401:
* $ref: "#/components/responses/UnauthorizedError"
* 404:
* description: Data not found
* 500:
* description: Some server error
*/
router.get('/autocomplete', async (req, res) => {
const payload = await Asset_categoriesDBApi.findAllAutocomplete(
req.query.query,
req.query.limit,
req.query.offset,
);
res.status(200).send(payload);
});
/**
* @swagger
* /api/asset_categories/{id}:
* get:
* security:
* - bearerAuth: []
* tags: [Asset_categories]
* summary: Get selected item
* description: Get selected item
* parameters:
* - in: path
* name: id
* description: ID of item to get
* required: true
* schema:
* type: string
* responses:
* 200:
* description: Selected item successfully received
* content:
* application/json:
* schema:
* $ref: "#/components/schemas/Asset_categories"
* 400:
* description: Invalid ID supplied
* 401:
* $ref: "#/components/responses/UnauthorizedError"
* 404:
* description: Item not found
* 500:
* description: Some server error
*/
router.get('/:id', wrapAsync(async (req, res) => {
const payload = await Asset_categoriesDBApi.findBy(
{ id: req.params.id },
);
res.status(200).send(payload);
}));
router.use('/', require('../helpers').commonErrorHandler);
module.exports = router;

207
backend/src/routes/auth.js Normal file
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const express = require('express');
const passport = require('passport');
const config = require('../config');
const AuthService = require('../services/auth');
const ForbiddenError = require('../services/notifications/errors/forbidden');
const EmailSender = require('../services/email');
const wrapAsync = require('../helpers').wrapAsync;
const router = express.Router();
/**
* @swagger
* components:
* schemas:
* Auth:
* type: object
* required:
* - email
* - password
* properties:
* email:
* type: string
* default: admin@flatlogic.com
* description: User email
* password:
* type: string
* default: password
* description: User password
*/
/**
* @swagger
* tags:
* name: Auth
* description: Authorization operations
*/
/**
* @swagger
* /api/auth/signin/local:
* post:
* tags: [Auth]
* summary: Logs user into the system
* description: Logs user into the system
* requestBody:
* description: Set valid user email and password
* content:
* application/json:
* schema:
* $ref: "#/components/schemas/Auth"
* responses:
* 200:
* description: Successful login
* 400:
* description: Invalid username/password supplied
* x-codegen-request-body-name: body
*/
router.post('/signin/local', wrapAsync(async (req, res) => {
const payload = await AuthService.signin(req.body.email, req.body.password, req,);
res.status(200).send(payload);
}));
/**
* @swagger
* /api/auth/me:
* get:
* security:
* - bearerAuth: []
* tags: [Auth]
* summary: Get current authorized user info
* description: Get current authorized user info
* responses:
* 200:
* description: Successful retrieval of current authorized user data
* 400:
* description: Invalid username/password supplied
* x-codegen-request-body-name: body
*/
router.get('/me', passport.authenticate('jwt', {session: false}), (req, res) => {
if (!req.currentUser || !req.currentUser.id) {
throw new ForbiddenError();
}
const payload = req.currentUser;
delete payload.password;
res.status(200).send(payload);
});
router.put('/password-reset', wrapAsync(async (req, res) => {
const payload = await AuthService.passwordReset(req.body.token, req.body.password, req,);
res.status(200).send(payload);
}));
router.put('/password-update', passport.authenticate('jwt', {session: false}), wrapAsync(async (req, res) => {
const payload = await AuthService.passwordUpdate(req.body.currentPassword, req.body.newPassword, req);
res.status(200).send(payload);
}));
router.post('/send-email-address-verification-email', passport.authenticate('jwt', {session: false}), wrapAsync(async (req, res) => {
if (!req.currentUser) {
throw new ForbiddenError();
}
await AuthService.sendEmailAddressVerificationEmail(req.currentUser.email);
const payload = true;
res.status(200).send(payload);
}));
router.post('/send-password-reset-email', wrapAsync(async (req, res) => {
const link = new URL(req.headers.referer);
await AuthService.sendPasswordResetEmail(req.body.email, 'register', link.host,);
const payload = true;
res.status(200).send(payload);
}));
/**
* @swagger
* /api/auth/signup:
* post:
* tags: [Auth]
* summary: Register new user into the system
* description: Register new user into the system
* requestBody:
* description: Set valid user email and password
* content:
* application/json:
* schema:
* $ref: "#/components/schemas/Auth"
* responses:
* 200:
* description: New user successfully signed up
* 400:
* description: Invalid username/password supplied
* 500:
* description: Some server error
* x-codegen-request-body-name: body
*/
router.post('/signup', wrapAsync(async (req, res) => {
const link = new URL(req.headers.referer);
const payload = await AuthService.signup(
req.body.email,
req.body.password,
req,
link.host,
)
res.status(200).send(payload);
}));
router.put('/profile', passport.authenticate('jwt', {session: false}), wrapAsync(async (req, res) => {
if (!req.currentUser || !req.currentUser.id) {
throw new ForbiddenError();
}
await AuthService.updateProfile(req.body.profile, req.currentUser);
const payload = true;
res.status(200).send(payload);
}));
router.put('/verify-email', wrapAsync(async (req, res) => {
const payload = await AuthService.verifyEmail(req.body.token, req, req.headers.referer)
res.status(200).send(payload);
}));
router.get('/email-configured', (req, res) => {
const payload = EmailSender.isConfigured;
res.status(200).send(payload);
});
router.get('/signin/google', (req, res, next) => {
passport.authenticate("google", {scope: ["profile", "email"], state: req.query.app})(req, res, next);
});
router.get('/signin/google/callback', passport.authenticate("google", {failureRedirect: "/login", session: false}),
function (req, res) {
socialRedirect(res, req.query.state, req.user.token, config);
}
);
router.get('/signin/microsoft', (req, res, next) => {
passport.authenticate("microsoft", {
scope: ["https://graph.microsoft.com/user.read openid"],
state: req.query.app
})(req, res, next);
});
router.get('/signin/microsoft/callback', passport.authenticate("microsoft", {
failureRedirect: "/login",
session: false
}),
function (req, res) {
socialRedirect(res, req.query.state, req.user.token, config);
}
);
router.use('/', require('../helpers').commonErrorHandler);
function socialRedirect(res, state, token, config) {
res.redirect(config.uiUrl + "/login?token=" + token);
}
module.exports = router;

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const express = require('express');
const Broker_accountsService = require('../services/broker_accounts');
const Broker_accountsDBApi = require('../db/api/broker_accounts');
const wrapAsync = require('../helpers').wrapAsync;
const router = express.Router();
const { parse } = require('json2csv');
const {
checkCrudPermissions,
} = require('../middlewares/check-permissions');
router.use(checkCrudPermissions('broker_accounts'));
/**
* @swagger
* components:
* schemas:
* Broker_accounts:
* type: object
* properties:
* name:
* type: string
* default: name
* broker_name:
* type: string
* default: broker_name
* account_number_masked:
* type: string
* default: account_number_masked
* currency:
* type: string
* default: currency
*
*/
/**
* @swagger
* tags:
* name: Broker_accounts
* description: The Broker_accounts managing API
*/
/**
* @swagger
* /api/broker_accounts:
* post:
* security:
* - bearerAuth: []
* tags: [Broker_accounts]
* summary: Add new item
* description: Add new item
* requestBody:
* required: true
* content:
* application/json:
* schema:
* properties:
* data:
* description: Data of the updated item
* type: object
* $ref: "#/components/schemas/Broker_accounts"
* responses:
* 200:
* description: The item was successfully added
* content:
* application/json:
* schema:
* $ref: "#/components/schemas/Broker_accounts"
* 401:
* $ref: "#/components/responses/UnauthorizedError"
* 405:
* description: Invalid input data
* 500:
* description: Some server error
*/
router.post('/', wrapAsync(async (req, res) => {
const referer = req.headers.referer || `${req.protocol}://${req.hostname}${req.originalUrl}`;
const link = new URL(referer);
await Broker_accountsService.create(req.body.data, req.currentUser, true, link.host);
const payload = true;
res.status(200).send(payload);
}));
/**
* @swagger
* /api/budgets/bulk-import:
* post:
* security:
* - bearerAuth: []
* tags: [Broker_accounts]
* summary: Bulk import items
* description: Bulk import items
* requestBody:
* required: true
* content:
* application/json:
* schema:
* properties:
* data:
* description: Data of the updated items
* type: array
* items:
* $ref: "#/components/schemas/Broker_accounts"
* responses:
* 200:
* description: The items were successfully imported
* content:
* application/json:
* schema:
* $ref: "#/components/schemas/Broker_accounts"
* 401:
* $ref: "#/components/responses/UnauthorizedError"
* 405:
* description: Invalid input data
* 500:
* description: Some server error
*
*/
router.post('/bulk-import', wrapAsync(async (req, res) => {
const referer = req.headers.referer || `${req.protocol}://${req.hostname}${req.originalUrl}`;
const link = new URL(referer);
await Broker_accountsService.bulkImport(req, res, true, link.host);
const payload = true;
res.status(200).send(payload);
}));
/**
* @swagger
* /api/broker_accounts/{id}:
* put:
* security:
* - bearerAuth: []
* tags: [Broker_accounts]
* summary: Update the data of the selected item
* description: Update the data of the selected item
* parameters:
* - in: path
* name: id
* description: Item ID to update
* required: true
* schema:
* type: string
* requestBody:
* description: Set new item data
* required: true
* content:
* application/json:
* schema:
* properties:
* id:
* description: ID of the updated item
* type: string
* data:
* description: Data of the updated item
* type: object
* $ref: "#/components/schemas/Broker_accounts"
* required:
* - id
* responses:
* 200:
* description: The item data was successfully updated
* content:
* application/json:
* schema:
* $ref: "#/components/schemas/Broker_accounts"
* 400:
* description: Invalid ID supplied
* 401:
* $ref: "#/components/responses/UnauthorizedError"
* 404:
* description: Item not found
* 500:
* description: Some server error
*/
router.put('/:id', wrapAsync(async (req, res) => {
await Broker_accountsService.update(req.body.data, req.body.id, req.currentUser);
const payload = true;
res.status(200).send(payload);
}));
/**
* @swagger
* /api/broker_accounts/{id}:
* delete:
* security:
* - bearerAuth: []
* tags: [Broker_accounts]
* summary: Delete the selected item
* description: Delete the selected item
* parameters:
* - in: path
* name: id
* description: Item ID to delete
* required: true
* schema:
* type: string
* responses:
* 200:
* description: The item was successfully deleted
* content:
* application/json:
* schema:
* $ref: "#/components/schemas/Broker_accounts"
* 400:
* description: Invalid ID supplied
* 401:
* $ref: "#/components/responses/UnauthorizedError"
* 404:
* description: Item not found
* 500:
* description: Some server error
*/
router.delete('/:id', wrapAsync(async (req, res) => {
await Broker_accountsService.remove(req.params.id, req.currentUser);
const payload = true;
res.status(200).send(payload);
}));
/**
* @swagger
* /api/broker_accounts/deleteByIds:
* post:
* security:
* - bearerAuth: []
* tags: [Broker_accounts]
* summary: Delete the selected item list
* description: Delete the selected item list
* requestBody:
* required: true
* content:
* application/json:
* schema:
* properties:
* ids:
* description: IDs of the updated items
* type: array
* responses:
* 200:
* description: The items was successfully deleted
* content:
* application/json:
* schema:
* $ref: "#/components/schemas/Broker_accounts"
* 401:
* $ref: "#/components/responses/UnauthorizedError"
* 404:
* description: Items not found
* 500:
* description: Some server error
*/
router.post('/deleteByIds', wrapAsync(async (req, res) => {
await Broker_accountsService.deleteByIds(req.body.data, req.currentUser);
const payload = true;
res.status(200).send(payload);
}));
/**
* @swagger
* /api/broker_accounts:
* get:
* security:
* - bearerAuth: []
* tags: [Broker_accounts]
* summary: Get all broker_accounts
* description: Get all broker_accounts
* responses:
* 200:
* description: Broker_accounts list successfully received
* content:
* application/json:
* schema:
* type: array
* items:
* $ref: "#/components/schemas/Broker_accounts"
* 401:
* $ref: "#/components/responses/UnauthorizedError"
* 404:
* description: Data not found
* 500:
* description: Some server error
*/
router.get('/', wrapAsync(async (req, res) => {
const filetype = req.query.filetype
const currentUser = req.currentUser;
const payload = await Broker_accountsDBApi.findAll(
req.query, { currentUser }
);
if (filetype && filetype === 'csv') {
const fields = ['id','name','broker_name','account_number_masked','currency',
];
const opts = { fields };
try {
const csv = parse(payload.rows, opts);
res.status(200).attachment(csv);
res.send(csv)
} catch (err) {
console.error(err);
}
} else {
res.status(200).send(payload);
}
}));
/**
* @swagger
* /api/broker_accounts/count:
* get:
* security:
* - bearerAuth: []
* tags: [Broker_accounts]
* summary: Count all broker_accounts
* description: Count all broker_accounts
* responses:
* 200:
* description: Broker_accounts count successfully received
* content:
* application/json:
* schema:
* type: array
* items:
* $ref: "#/components/schemas/Broker_accounts"
* 401:
* $ref: "#/components/responses/UnauthorizedError"
* 404:
* description: Data not found
* 500:
* description: Some server error
*/
router.get('/count', wrapAsync(async (req, res) => {
const currentUser = req.currentUser;
const payload = await Broker_accountsDBApi.findAll(
req.query,
null,
{ countOnly: true, currentUser }
);
res.status(200).send(payload);
}));
/**
* @swagger
* /api/broker_accounts/autocomplete:
* get:
* security:
* - bearerAuth: []
* tags: [Broker_accounts]
* summary: Find all broker_accounts that match search criteria
* description: Find all broker_accounts that match search criteria
* responses:
* 200:
* description: Broker_accounts list successfully received
* content:
* application/json:
* schema:
* type: array
* items:
* $ref: "#/components/schemas/Broker_accounts"
* 401:
* $ref: "#/components/responses/UnauthorizedError"
* 404:
* description: Data not found
* 500:
* description: Some server error
*/
router.get('/autocomplete', async (req, res) => {
const payload = await Broker_accountsDBApi.findAllAutocomplete(
req.query.query,
req.query.limit,
req.query.offset,
);
res.status(200).send(payload);
});
/**
* @swagger
* /api/broker_accounts/{id}:
* get:
* security:
* - bearerAuth: []
* tags: [Broker_accounts]
* summary: Get selected item
* description: Get selected item
* parameters:
* - in: path
* name: id
* description: ID of item to get
* required: true
* schema:
* type: string
* responses:
* 200:
* description: Selected item successfully received
* content:
* application/json:
* schema:
* $ref: "#/components/schemas/Broker_accounts"
* 400:
* description: Invalid ID supplied
* 401:
* $ref: "#/components/responses/UnauthorizedError"
* 404:
* description: Item not found
* 500:
* description: Some server error
*/
router.get('/:id', wrapAsync(async (req, res) => {
const payload = await Broker_accountsDBApi.findBy(
{ id: req.params.id },
);
res.status(200).send(payload);
}));
router.use('/', require('../helpers').commonErrorHandler);
module.exports = router;

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const express = require('express');
const Dividend_eventsService = require('../services/dividend_events');
const Dividend_eventsDBApi = require('../db/api/dividend_events');
const wrapAsync = require('../helpers').wrapAsync;
const router = express.Router();
const { parse } = require('json2csv');
const {
checkCrudPermissions,
} = require('../middlewares/check-permissions');
router.use(checkCrudPermissions('dividend_events'));
/**
* @swagger
* components:
* schemas:
* Dividend_events:
* type: object
* properties:
* currency:
* type: string
* default: currency
* dividend_per_share:
* type: integer
* format: int64
* shares_eligible:
* type: integer
* format: int64
* gross_amount:
* type: integer
* format: int64
* withholding_tax:
* type: integer
* format: int64
* net_amount:
* type: integer
* format: int64
*
*/
/**
* @swagger
* tags:
* name: Dividend_events
* description: The Dividend_events managing API
*/
/**
* @swagger
* /api/dividend_events:
* post:
* security:
* - bearerAuth: []
* tags: [Dividend_events]
* summary: Add new item
* description: Add new item
* requestBody:
* required: true
* content:
* application/json:
* schema:
* properties:
* data:
* description: Data of the updated item
* type: object
* $ref: "#/components/schemas/Dividend_events"
* responses:
* 200:
* description: The item was successfully added
* content:
* application/json:
* schema:
* $ref: "#/components/schemas/Dividend_events"
* 401:
* $ref: "#/components/responses/UnauthorizedError"
* 405:
* description: Invalid input data
* 500:
* description: Some server error
*/
router.post('/', wrapAsync(async (req, res) => {
const referer = req.headers.referer || `${req.protocol}://${req.hostname}${req.originalUrl}`;
const link = new URL(referer);
await Dividend_eventsService.create(req.body.data, req.currentUser, true, link.host);
const payload = true;
res.status(200).send(payload);
}));
/**
* @swagger
* /api/budgets/bulk-import:
* post:
* security:
* - bearerAuth: []
* tags: [Dividend_events]
* summary: Bulk import items
* description: Bulk import items
* requestBody:
* required: true
* content:
* application/json:
* schema:
* properties:
* data:
* description: Data of the updated items
* type: array
* items:
* $ref: "#/components/schemas/Dividend_events"
* responses:
* 200:
* description: The items were successfully imported
* content:
* application/json:
* schema:
* $ref: "#/components/schemas/Dividend_events"
* 401:
* $ref: "#/components/responses/UnauthorizedError"
* 405:
* description: Invalid input data
* 500:
* description: Some server error
*
*/
router.post('/bulk-import', wrapAsync(async (req, res) => {
const referer = req.headers.referer || `${req.protocol}://${req.hostname}${req.originalUrl}`;
const link = new URL(referer);
await Dividend_eventsService.bulkImport(req, res, true, link.host);
const payload = true;
res.status(200).send(payload);
}));
/**
* @swagger
* /api/dividend_events/{id}:
* put:
* security:
* - bearerAuth: []
* tags: [Dividend_events]
* summary: Update the data of the selected item
* description: Update the data of the selected item
* parameters:
* - in: path
* name: id
* description: Item ID to update
* required: true
* schema:
* type: string
* requestBody:
* description: Set new item data
* required: true
* content:
* application/json:
* schema:
* properties:
* id:
* description: ID of the updated item
* type: string
* data:
* description: Data of the updated item
* type: object
* $ref: "#/components/schemas/Dividend_events"
* required:
* - id
* responses:
* 200:
* description: The item data was successfully updated
* content:
* application/json:
* schema:
* $ref: "#/components/schemas/Dividend_events"
* 400:
* description: Invalid ID supplied
* 401:
* $ref: "#/components/responses/UnauthorizedError"
* 404:
* description: Item not found
* 500:
* description: Some server error
*/
router.put('/:id', wrapAsync(async (req, res) => {
await Dividend_eventsService.update(req.body.data, req.body.id, req.currentUser);
const payload = true;
res.status(200).send(payload);
}));
/**
* @swagger
* /api/dividend_events/{id}:
* delete:
* security:
* - bearerAuth: []
* tags: [Dividend_events]
* summary: Delete the selected item
* description: Delete the selected item
* parameters:
* - in: path
* name: id
* description: Item ID to delete
* required: true
* schema:
* type: string
* responses:
* 200:
* description: The item was successfully deleted
* content:
* application/json:
* schema:
* $ref: "#/components/schemas/Dividend_events"
* 400:
* description: Invalid ID supplied
* 401:
* $ref: "#/components/responses/UnauthorizedError"
* 404:
* description: Item not found
* 500:
* description: Some server error
*/
router.delete('/:id', wrapAsync(async (req, res) => {
await Dividend_eventsService.remove(req.params.id, req.currentUser);
const payload = true;
res.status(200).send(payload);
}));
/**
* @swagger
* /api/dividend_events/deleteByIds:
* post:
* security:
* - bearerAuth: []
* tags: [Dividend_events]
* summary: Delete the selected item list
* description: Delete the selected item list
* requestBody:
* required: true
* content:
* application/json:
* schema:
* properties:
* ids:
* description: IDs of the updated items
* type: array
* responses:
* 200:
* description: The items was successfully deleted
* content:
* application/json:
* schema:
* $ref: "#/components/schemas/Dividend_events"
* 401:
* $ref: "#/components/responses/UnauthorizedError"
* 404:
* description: Items not found
* 500:
* description: Some server error
*/
router.post('/deleteByIds', wrapAsync(async (req, res) => {
await Dividend_eventsService.deleteByIds(req.body.data, req.currentUser);
const payload = true;
res.status(200).send(payload);
}));
/**
* @swagger
* /api/dividend_events:
* get:
* security:
* - bearerAuth: []
* tags: [Dividend_events]
* summary: Get all dividend_events
* description: Get all dividend_events
* responses:
* 200:
* description: Dividend_events list successfully received
* content:
* application/json:
* schema:
* type: array
* items:
* $ref: "#/components/schemas/Dividend_events"
* 401:
* $ref: "#/components/responses/UnauthorizedError"
* 404:
* description: Data not found
* 500:
* description: Some server error
*/
router.get('/', wrapAsync(async (req, res) => {
const filetype = req.query.filetype
const currentUser = req.currentUser;
const payload = await Dividend_eventsDBApi.findAll(
req.query, { currentUser }
);
if (filetype && filetype === 'csv') {
const fields = ['id','currency',
'dividend_per_share','shares_eligible','gross_amount','withholding_tax','net_amount',
'ex_date','payment_date',
];
const opts = { fields };
try {
const csv = parse(payload.rows, opts);
res.status(200).attachment(csv);
res.send(csv)
} catch (err) {
console.error(err);
}
} else {
res.status(200).send(payload);
}
}));
/**
* @swagger
* /api/dividend_events/count:
* get:
* security:
* - bearerAuth: []
* tags: [Dividend_events]
* summary: Count all dividend_events
* description: Count all dividend_events
* responses:
* 200:
* description: Dividend_events count successfully received
* content:
* application/json:
* schema:
* type: array
* items:
* $ref: "#/components/schemas/Dividend_events"
* 401:
* $ref: "#/components/responses/UnauthorizedError"
* 404:
* description: Data not found
* 500:
* description: Some server error
*/
router.get('/count', wrapAsync(async (req, res) => {
const currentUser = req.currentUser;
const payload = await Dividend_eventsDBApi.findAll(
req.query,
null,
{ countOnly: true, currentUser }
);
res.status(200).send(payload);
}));
/**
* @swagger
* /api/dividend_events/autocomplete:
* get:
* security:
* - bearerAuth: []
* tags: [Dividend_events]
* summary: Find all dividend_events that match search criteria
* description: Find all dividend_events that match search criteria
* responses:
* 200:
* description: Dividend_events list successfully received
* content:
* application/json:
* schema:
* type: array
* items:
* $ref: "#/components/schemas/Dividend_events"
* 401:
* $ref: "#/components/responses/UnauthorizedError"
* 404:
* description: Data not found
* 500:
* description: Some server error
*/
router.get('/autocomplete', async (req, res) => {
const payload = await Dividend_eventsDBApi.findAllAutocomplete(
req.query.query,
req.query.limit,
req.query.offset,
);
res.status(200).send(payload);
});
/**
* @swagger
* /api/dividend_events/{id}:
* get:
* security:
* - bearerAuth: []
* tags: [Dividend_events]
* summary: Get selected item
* description: Get selected item
* parameters:
* - in: path
* name: id
* description: ID of item to get
* required: true
* schema:
* type: string
* responses:
* 200:
* description: Selected item successfully received
* content:
* application/json:
* schema:
* $ref: "#/components/schemas/Dividend_events"
* 400:
* description: Invalid ID supplied
* 401:
* $ref: "#/components/responses/UnauthorizedError"
* 404:
* description: Item not found
* 500:
* description: Some server error
*/
router.get('/:id', wrapAsync(async (req, res) => {
const payload = await Dividend_eventsDBApi.findBy(
{ id: req.params.id },
);
res.status(200).send(payload);
}));
router.use('/', require('../helpers').commonErrorHandler);
module.exports = router;

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const express = require('express');
const config = require('../config');
const path = require('path');
const passport = require('passport');
const services = require('../services/file');
const router = express.Router();
router.get('/download', (req, res) => {
if (process.env.NODE_ENV == "production" || process.env.NEXT_PUBLIC_BACK_API) {
services.downloadGCloud(req, res);
}
else {
services.downloadLocal(req, res);
}
});
router.post('/upload/:table/:field', passport.authenticate('jwt', {session: false}), (req, res) => {
const fileName = `${req.params.table}/${req.params.field}`;
if (process.env.NODE_ENV == "production" || process.env.NEXT_PUBLIC_BACK_API) {
services.uploadGCloud(fileName, req, res);
}
else {
services.uploadLocal(fileName, {
entity: null,
maxFileSize: 10 * 1024 * 1024,
folderIncludesAuthenticationUid: false,
})(req, res);
}
});
module.exports = router;

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const express = require('express');
const HoldingsService = require('../services/holdings');
const HoldingsDBApi = require('../db/api/holdings');
const wrapAsync = require('../helpers').wrapAsync;
const router = express.Router();
const { parse } = require('json2csv');
const {
checkCrudPermissions,
} = require('../middlewares/check-permissions');
router.use(checkCrudPermissions('holdings'));
/**
* @swagger
* components:
* schemas:
* Holdings:
* type: object
* properties:
* quantity:
* type: integer
* format: int64
* average_cost:
* type: integer
* format: int64
* cost_basis:
* type: integer
* format: int64
* last_price:
* type: integer
* format: int64
* market_value:
* type: integer
* format: int64
* unrealized_profit_loss:
* type: integer
* format: int64
* unrealized_profit_loss_percent:
* type: integer
* format: int64
*/
/**
* @swagger
* tags:
* name: Holdings
* description: The Holdings managing API
*/
/**
* @swagger
* /api/holdings:
* post:
* security:
* - bearerAuth: []
* tags: [Holdings]
* summary: Add new item
* description: Add new item
* requestBody:
* required: true
* content:
* application/json:
* schema:
* properties:
* data:
* description: Data of the updated item
* type: object
* $ref: "#/components/schemas/Holdings"
* responses:
* 200:
* description: The item was successfully added
* content:
* application/json:
* schema:
* $ref: "#/components/schemas/Holdings"
* 401:
* $ref: "#/components/responses/UnauthorizedError"
* 405:
* description: Invalid input data
* 500:
* description: Some server error
*/
router.post('/', wrapAsync(async (req, res) => {
const referer = req.headers.referer || `${req.protocol}://${req.hostname}${req.originalUrl}`;
const link = new URL(referer);
await HoldingsService.create(req.body.data, req.currentUser, true, link.host);
const payload = true;
res.status(200).send(payload);
}));
/**
* @swagger
* /api/budgets/bulk-import:
* post:
* security:
* - bearerAuth: []
* tags: [Holdings]
* summary: Bulk import items
* description: Bulk import items
* requestBody:
* required: true
* content:
* application/json:
* schema:
* properties:
* data:
* description: Data of the updated items
* type: array
* items:
* $ref: "#/components/schemas/Holdings"
* responses:
* 200:
* description: The items were successfully imported
* content:
* application/json:
* schema:
* $ref: "#/components/schemas/Holdings"
* 401:
* $ref: "#/components/responses/UnauthorizedError"
* 405:
* description: Invalid input data
* 500:
* description: Some server error
*
*/
router.post('/bulk-import', wrapAsync(async (req, res) => {
const referer = req.headers.referer || `${req.protocol}://${req.hostname}${req.originalUrl}`;
const link = new URL(referer);
await HoldingsService.bulkImport(req, res, true, link.host);
const payload = true;
res.status(200).send(payload);
}));
/**
* @swagger
* /api/holdings/{id}:
* put:
* security:
* - bearerAuth: []
* tags: [Holdings]
* summary: Update the data of the selected item
* description: Update the data of the selected item
* parameters:
* - in: path
* name: id
* description: Item ID to update
* required: true
* schema:
* type: string
* requestBody:
* description: Set new item data
* required: true
* content:
* application/json:
* schema:
* properties:
* id:
* description: ID of the updated item
* type: string
* data:
* description: Data of the updated item
* type: object
* $ref: "#/components/schemas/Holdings"
* required:
* - id
* responses:
* 200:
* description: The item data was successfully updated
* content:
* application/json:
* schema:
* $ref: "#/components/schemas/Holdings"
* 400:
* description: Invalid ID supplied
* 401:
* $ref: "#/components/responses/UnauthorizedError"
* 404:
* description: Item not found
* 500:
* description: Some server error
*/
router.put('/:id', wrapAsync(async (req, res) => {
await HoldingsService.update(req.body.data, req.body.id, req.currentUser);
const payload = true;
res.status(200).send(payload);
}));
/**
* @swagger
* /api/holdings/{id}:
* delete:
* security:
* - bearerAuth: []
* tags: [Holdings]
* summary: Delete the selected item
* description: Delete the selected item
* parameters:
* - in: path
* name: id
* description: Item ID to delete
* required: true
* schema:
* type: string
* responses:
* 200:
* description: The item was successfully deleted
* content:
* application/json:
* schema:
* $ref: "#/components/schemas/Holdings"
* 400:
* description: Invalid ID supplied
* 401:
* $ref: "#/components/responses/UnauthorizedError"
* 404:
* description: Item not found
* 500:
* description: Some server error
*/
router.delete('/:id', wrapAsync(async (req, res) => {
await HoldingsService.remove(req.params.id, req.currentUser);
const payload = true;
res.status(200).send(payload);
}));
/**
* @swagger
* /api/holdings/deleteByIds:
* post:
* security:
* - bearerAuth: []
* tags: [Holdings]
* summary: Delete the selected item list
* description: Delete the selected item list
* requestBody:
* required: true
* content:
* application/json:
* schema:
* properties:
* ids:
* description: IDs of the updated items
* type: array
* responses:
* 200:
* description: The items was successfully deleted
* content:
* application/json:
* schema:
* $ref: "#/components/schemas/Holdings"
* 401:
* $ref: "#/components/responses/UnauthorizedError"
* 404:
* description: Items not found
* 500:
* description: Some server error
*/
router.post('/deleteByIds', wrapAsync(async (req, res) => {
await HoldingsService.deleteByIds(req.body.data, req.currentUser);
const payload = true;
res.status(200).send(payload);
}));
/**
* @swagger
* /api/holdings:
* get:
* security:
* - bearerAuth: []
* tags: [Holdings]
* summary: Get all holdings
* description: Get all holdings
* responses:
* 200:
* description: Holdings list successfully received
* content:
* application/json:
* schema:
* type: array
* items:
* $ref: "#/components/schemas/Holdings"
* 401:
* $ref: "#/components/responses/UnauthorizedError"
* 404:
* description: Data not found
* 500:
* description: Some server error
*/
router.get('/', wrapAsync(async (req, res) => {
const filetype = req.query.filetype
const currentUser = req.currentUser;
const payload = await HoldingsDBApi.findAll(
req.query, { currentUser }
);
if (filetype && filetype === 'csv') {
const fields = ['id',
'quantity','average_cost','cost_basis','last_price','market_value','unrealized_profit_loss','unrealized_profit_loss_percent',
'last_price_at',
];
const opts = { fields };
try {
const csv = parse(payload.rows, opts);
res.status(200).attachment(csv);
res.send(csv)
} catch (err) {
console.error(err);
}
} else {
res.status(200).send(payload);
}
}));
/**
* @swagger
* /api/holdings/count:
* get:
* security:
* - bearerAuth: []
* tags: [Holdings]
* summary: Count all holdings
* description: Count all holdings
* responses:
* 200:
* description: Holdings count successfully received
* content:
* application/json:
* schema:
* type: array
* items:
* $ref: "#/components/schemas/Holdings"
* 401:
* $ref: "#/components/responses/UnauthorizedError"
* 404:
* description: Data not found
* 500:
* description: Some server error
*/
router.get('/count', wrapAsync(async (req, res) => {
const currentUser = req.currentUser;
const payload = await HoldingsDBApi.findAll(
req.query,
null,
{ countOnly: true, currentUser }
);
res.status(200).send(payload);
}));
/**
* @swagger
* /api/holdings/autocomplete:
* get:
* security:
* - bearerAuth: []
* tags: [Holdings]
* summary: Find all holdings that match search criteria
* description: Find all holdings that match search criteria
* responses:
* 200:
* description: Holdings list successfully received
* content:
* application/json:
* schema:
* type: array
* items:
* $ref: "#/components/schemas/Holdings"
* 401:
* $ref: "#/components/responses/UnauthorizedError"
* 404:
* description: Data not found
* 500:
* description: Some server error
*/
router.get('/autocomplete', async (req, res) => {
const payload = await HoldingsDBApi.findAllAutocomplete(
req.query.query,
req.query.limit,
req.query.offset,
);
res.status(200).send(payload);
});
/**
* @swagger
* /api/holdings/{id}:
* get:
* security:
* - bearerAuth: []
* tags: [Holdings]
* summary: Get selected item
* description: Get selected item
* parameters:
* - in: path
* name: id
* description: ID of item to get
* required: true
* schema:
* type: string
* responses:
* 200:
* description: Selected item successfully received
* content:
* application/json:
* schema:
* $ref: "#/components/schemas/Holdings"
* 400:
* description: Invalid ID supplied
* 401:
* $ref: "#/components/responses/UnauthorizedError"
* 404:
* description: Item not found
* 500:
* description: Some server error
*/
router.get('/:id', wrapAsync(async (req, res) => {
const payload = await HoldingsDBApi.findBy(
{ id: req.params.id },
);
res.status(200).send(payload);
}));
router.use('/', require('../helpers').commonErrorHandler);
module.exports = router;

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const express = require('express');
const db = require('../db/models');
const wrapAsync = require('../helpers').wrapAsync;
const router = express.Router();
const sjs = require('sequelize-json-schema');
const { getWidget, askGpt } = require('../services/openai');
const { LocalAIApi } = require('../ai/LocalAIApi');
const loadRolesModules = () => {
try {
return {
RolesService: require('../services/roles'),
RolesDBApi: require('../db/api/roles'),
};
} catch (error) {
console.error('Roles modules are missing. Advanced roles are required for this endpoint.', error);
const err = new Error('Roles modules are missing. Advanced roles are required for this endpoint.');
err.originalError = error;
throw err;
}
};
/**
* @swagger
* /api/roles/roles-info/{infoId}:
* delete:
* security:
* - bearerAuth: []
* tags: [Roles]
* summary: Remove role information by ID
* description: Remove specific role information by ID
* parameters:
* - in: path
* name: infoId
* description: ID of role information to remove
* required: true
* schema:
* type: string
* - in: query
* name: userId
* description: ID of the user
* required: true
* schema:
* type: string
* - in: query
* name: key
* description: Key of the role information to remove
* required: true
* schema:
* type: string
* responses:
* 200:
* description: Role information successfully removed
* content:
* application/json:
* schema:
* type: object
* properties:
* user:
* type: string
* description: The user information
* 400:
* description: Invalid ID or key supplied
* 401:
* $ref: "#/components/responses/UnauthorizedError"
* 404:
* description: Role not found
* 500:
* description: Some server error
*/
router.delete(
'/roles-info/:infoId',
wrapAsync(async (req, res) => {
const { RolesService } = loadRolesModules();
const role = await RolesService.removeRoleInfoById(
req.query.infoId,
req.query.roleId,
req.query.key,
req.currentUser,
);
res.status(200).send(role);
}),
);
/**
* @swagger
* /api/roles/role-info/{roleId}:
* get:
* security:
* - bearerAuth: []
* tags: [Roles]
* summary: Get role information by key
* description: Get specific role information by key
* parameters:
* - in: path
* name: roleId
* description: ID of role to get information for
* required: true
* schema:
* type: string
* - in: query
* name: key
* description: Key of the role information to retrieve
* required: true
* schema:
* type: string
* responses:
* 200:
* description: Role information successfully received
* content:
* application/json:
* schema:
* type: object
* properties:
* info:
* type: string
* description: The role information
* 400:
* description: Invalid ID or key supplied
* 401:
* $ref: "#/components/responses/UnauthorizedError"
* 404:
* description: Role not found
* 500:
* description: Some server error
*/
router.get(
'/info-by-key',
wrapAsync(async (req, res) => {
const { RolesService, RolesDBApi } = loadRolesModules();
const roleId = req.query.roleId;
const key = req.query.key;
const currentUser = req.currentUser;
let info = await RolesService.getRoleInfoByKey(
key,
roleId,
currentUser,
);
const role = await RolesDBApi.findBy({ id: roleId });
if (!role?.role_customization) {
await Promise.all(["pie", "bar"].map(async (e) => {
const schema = await sjs.getSequelizeSchema(db.sequelize, {});
const payload = {
description: `Create some cool ${e} chart`,
modelDefinition: schema.definitions,
};
const widgetId = await getWidget(payload, currentUser?.id, roleId);
if (widgetId) {
await RolesService.addRoleInfo(
roleId,
currentUser?.id,
'widgets',
widgetId,
req.currentUser,
);
}
}))
info = await RolesService.getRoleInfoByKey(
key,
roleId,
currentUser,
);
}
res.status(200).send(info);
}),
);
router.post(
'/create_widget',
wrapAsync(async (req, res) => {
const { RolesService } = loadRolesModules();
const { description, userId, roleId } = req.body;
const currentUser = req.currentUser;
const schema = await sjs.getSequelizeSchema(db.sequelize, {});
const payload = {
description,
modelDefinition: schema.definitions,
};
const widgetId = await getWidget(payload, userId, roleId);
if (widgetId) {
await RolesService.addRoleInfo(
roleId,
userId,
'widgets',
widgetId,
currentUser,
);
return res.status(200).send(widgetId);
} else {
return res.status(400).send(widgetId);
}
}),
);
/**
* @swagger
* /api/openai/response:
* post:
* security:
* - bearerAuth: []
* tags: [OpenAI]
* summary: Proxy a Responses API request
* description: Sends the payload to the Flatlogic AI proxy and returns the response.
* requestBody:
* required: true
* content:
* application/json:
* schema:
* type: object
* properties:
* input:
* type: array
* description: List of messages with roles and content.
* items:
* type: object
* properties:
* role:
* type: string
* content:
* type: string
* options:
* type: object
* description: Optional polling controls.
* properties:
* poll_interval:
* type: number
* poll_timeout:
* type: number
* responses:
* 200:
* description: AI response received
* 400:
* description: Invalid request
* 401:
* $ref: "#/components/responses/UnauthorizedError"
* 502:
* description: Proxy error
*/
router.post(
'/response',
wrapAsync(async (req, res) => {
const body = req.body || {};
const options = body.options || {};
const payload = { ...body };
delete payload.options;
const response = await LocalAIApi.createResponse(payload, options);
if (response.success) {
return res.status(200).send(response);
}
console.error('AI proxy error:', response);
const status = response.error === 'input_missing' ? 400 : 502;
return res.status(status).send(response);
}),
);
/**
* @swagger
* /api/openai/ask:
* post:
* security:
* - bearerAuth: []
* tags: [OpenAI]
* summary: Ask a question to ChatGPT
* description: Send a question through the Flatlogic AI proxy and get a response
* requestBody:
* required: true
* content:
* application/json:
* schema:
* type: object
* properties:
* prompt:
* type: string
* description: The question to ask ChatGPT
* responses:
* 200:
* description: Question successfully answered
* content:
* application/json:
* schema:
* type: object
* properties:
* success:
* type: boolean
* description: Whether the request was successful
* data:
* type: string
* description: The answer from ChatGPT
* 400:
* description: Invalid request
* 401:
* $ref: "#/components/responses/UnauthorizedError"
* 500:
* description: Some server error
*/
router.post(
'/ask-gpt',
wrapAsync(async (req, res) => {
const { prompt } = req.body;
if (!prompt) {
return res.status(400).send({
success: false,
error: 'Prompt is required',
});
}
const response = await askGpt(prompt);
if (response.success) {
return res.status(200).send(response);
} else {
return res.status(500).send(response);
}
}),
);
module.exports = router;

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const express = require('express');
const PermissionsService = require('../services/permissions');
const PermissionsDBApi = require('../db/api/permissions');
const wrapAsync = require('../helpers').wrapAsync;
const router = express.Router();
const { parse } = require('json2csv');
const {
checkCrudPermissions,
} = require('../middlewares/check-permissions');
router.use(checkCrudPermissions('permissions'));
/**
* @swagger
* components:
* schemas:
* Permissions:
* type: object
* properties:
* name:
* type: string
* default: name
*/
/**
* @swagger
* tags:
* name: Permissions
* description: The Permissions managing API
*/
/**
* @swagger
* /api/permissions:
* post:
* security:
* - bearerAuth: []
* tags: [Permissions]
* summary: Add new item
* description: Add new item
* requestBody:
* required: true
* content:
* application/json:
* schema:
* properties:
* data:
* description: Data of the updated item
* type: object
* $ref: "#/components/schemas/Permissions"
* responses:
* 200:
* description: The item was successfully added
* content:
* application/json:
* schema:
* $ref: "#/components/schemas/Permissions"
* 401:
* $ref: "#/components/responses/UnauthorizedError"
* 405:
* description: Invalid input data
* 500:
* description: Some server error
*/
router.post('/', wrapAsync(async (req, res) => {
const referer = req.headers.referer || `${req.protocol}://${req.hostname}${req.originalUrl}`;
const link = new URL(referer);
await PermissionsService.create(req.body.data, req.currentUser, true, link.host);
const payload = true;
res.status(200).send(payload);
}));
/**
* @swagger
* /api/budgets/bulk-import:
* post:
* security:
* - bearerAuth: []
* tags: [Permissions]
* summary: Bulk import items
* description: Bulk import items
* requestBody:
* required: true
* content:
* application/json:
* schema:
* properties:
* data:
* description: Data of the updated items
* type: array
* items:
* $ref: "#/components/schemas/Permissions"
* responses:
* 200:
* description: The items were successfully imported
* content:
* application/json:
* schema:
* $ref: "#/components/schemas/Permissions"
* 401:
* $ref: "#/components/responses/UnauthorizedError"
* 405:
* description: Invalid input data
* 500:
* description: Some server error
*
*/
router.post('/bulk-import', wrapAsync(async (req, res) => {
const referer = req.headers.referer || `${req.protocol}://${req.hostname}${req.originalUrl}`;
const link = new URL(referer);
await PermissionsService.bulkImport(req, res, true, link.host);
const payload = true;
res.status(200).send(payload);
}));
/**
* @swagger
* /api/permissions/{id}:
* put:
* security:
* - bearerAuth: []
* tags: [Permissions]
* summary: Update the data of the selected item
* description: Update the data of the selected item
* parameters:
* - in: path
* name: id
* description: Item ID to update
* required: true
* schema:
* type: string
* requestBody:
* description: Set new item data
* required: true
* content:
* application/json:
* schema:
* properties:
* id:
* description: ID of the updated item
* type: string
* data:
* description: Data of the updated item
* type: object
* $ref: "#/components/schemas/Permissions"
* required:
* - id
* responses:
* 200:
* description: The item data was successfully updated
* content:
* application/json:
* schema:
* $ref: "#/components/schemas/Permissions"
* 400:
* description: Invalid ID supplied
* 401:
* $ref: "#/components/responses/UnauthorizedError"
* 404:
* description: Item not found
* 500:
* description: Some server error
*/
router.put('/:id', wrapAsync(async (req, res) => {
await PermissionsService.update(req.body.data, req.body.id, req.currentUser);
const payload = true;
res.status(200).send(payload);
}));
/**
* @swagger
* /api/permissions/{id}:
* delete:
* security:
* - bearerAuth: []
* tags: [Permissions]
* summary: Delete the selected item
* description: Delete the selected item
* parameters:
* - in: path
* name: id
* description: Item ID to delete
* required: true
* schema:
* type: string
* responses:
* 200:
* description: The item was successfully deleted
* content:
* application/json:
* schema:
* $ref: "#/components/schemas/Permissions"
* 400:
* description: Invalid ID supplied
* 401:
* $ref: "#/components/responses/UnauthorizedError"
* 404:
* description: Item not found
* 500:
* description: Some server error
*/
router.delete('/:id', wrapAsync(async (req, res) => {
await PermissionsService.remove(req.params.id, req.currentUser);
const payload = true;
res.status(200).send(payload);
}));
/**
* @swagger
* /api/permissions/deleteByIds:
* post:
* security:
* - bearerAuth: []
* tags: [Permissions]
* summary: Delete the selected item list
* description: Delete the selected item list
* requestBody:
* required: true
* content:
* application/json:
* schema:
* properties:
* ids:
* description: IDs of the updated items
* type: array
* responses:
* 200:
* description: The items was successfully deleted
* content:
* application/json:
* schema:
* $ref: "#/components/schemas/Permissions"
* 401:
* $ref: "#/components/responses/UnauthorizedError"
* 404:
* description: Items not found
* 500:
* description: Some server error
*/
router.post('/deleteByIds', wrapAsync(async (req, res) => {
await PermissionsService.deleteByIds(req.body.data, req.currentUser);
const payload = true;
res.status(200).send(payload);
}));
/**
* @swagger
* /api/permissions:
* get:
* security:
* - bearerAuth: []
* tags: [Permissions]
* summary: Get all permissions
* description: Get all permissions
* responses:
* 200:
* description: Permissions list successfully received
* content:
* application/json:
* schema:
* type: array
* items:
* $ref: "#/components/schemas/Permissions"
* 401:
* $ref: "#/components/responses/UnauthorizedError"
* 404:
* description: Data not found
* 500:
* description: Some server error
*/
router.get('/', wrapAsync(async (req, res) => {
const filetype = req.query.filetype
const currentUser = req.currentUser;
const payload = await PermissionsDBApi.findAll(
req.query, { currentUser }
);
if (filetype && filetype === 'csv') {
const fields = ['id','name',
];
const opts = { fields };
try {
const csv = parse(payload.rows, opts);
res.status(200).attachment(csv);
res.send(csv)
} catch (err) {
console.error(err);
}
} else {
res.status(200).send(payload);
}
}));
/**
* @swagger
* /api/permissions/count:
* get:
* security:
* - bearerAuth: []
* tags: [Permissions]
* summary: Count all permissions
* description: Count all permissions
* responses:
* 200:
* description: Permissions count successfully received
* content:
* application/json:
* schema:
* type: array
* items:
* $ref: "#/components/schemas/Permissions"
* 401:
* $ref: "#/components/responses/UnauthorizedError"
* 404:
* description: Data not found
* 500:
* description: Some server error
*/
router.get('/count', wrapAsync(async (req, res) => {
const currentUser = req.currentUser;
const payload = await PermissionsDBApi.findAll(
req.query,
null,
{ countOnly: true, currentUser }
);
res.status(200).send(payload);
}));
/**
* @swagger
* /api/permissions/autocomplete:
* get:
* security:
* - bearerAuth: []
* tags: [Permissions]
* summary: Find all permissions that match search criteria
* description: Find all permissions that match search criteria
* responses:
* 200:
* description: Permissions list successfully received
* content:
* application/json:
* schema:
* type: array
* items:
* $ref: "#/components/schemas/Permissions"
* 401:
* $ref: "#/components/responses/UnauthorizedError"
* 404:
* description: Data not found
* 500:
* description: Some server error
*/
router.get('/autocomplete', async (req, res) => {
const payload = await PermissionsDBApi.findAllAutocomplete(
req.query.query,
req.query.limit,
req.query.offset,
);
res.status(200).send(payload);
});
/**
* @swagger
* /api/permissions/{id}:
* get:
* security:
* - bearerAuth: []
* tags: [Permissions]
* summary: Get selected item
* description: Get selected item
* parameters:
* - in: path
* name: id
* description: ID of item to get
* required: true
* schema:
* type: string
* responses:
* 200:
* description: Selected item successfully received
* content:
* application/json:
* schema:
* $ref: "#/components/schemas/Permissions"
* 400:
* description: Invalid ID supplied
* 401:
* $ref: "#/components/responses/UnauthorizedError"
* 404:
* description: Item not found
* 500:
* description: Some server error
*/
router.get('/:id', wrapAsync(async (req, res) => {
const payload = await PermissionsDBApi.findBy(
{ id: req.params.id },
);
res.status(200).send(payload);
}));
router.use('/', require('../helpers').commonErrorHandler);
module.exports = router;

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const express = require('express');
const router = express.Router();
const { pexelsKey, pexelsQuery } = require('../config');
const fetch = require('node-fetch');
const KEY = pexelsKey;
router.get('/image', async (req, res) => {
const headers = {
Authorization: `${KEY}`,
};
const query = pexelsQuery || 'nature';
const orientation = 'portrait';
const perPage = 1;
const url = `https://api.pexels.com/v1/search?query=${query}&orientation=${orientation}&per_page=${perPage}&page=1`;
try {
const response = await fetch(url, { headers });
const data = await response.json();
res.status(200).json(data.photos[0]);
} catch (error) {
res.status(200).json({ error: 'Failed to fetch image' });
}
});
router.get('/video', async (req, res) => {
const headers = {
Authorization: `${KEY}`,
};
const query = pexelsQuery || 'nature';
const orientation = 'portrait';
const perPage = 1;
const url = `https://api.pexels.com/videos/search?query=${query}&orientation=${orientation}&per_page=${perPage}&page=1`;
try {
const response = await fetch(url, { headers });
const data = await response.json();
res.status(200).json(data.videos[0]);
} catch (error) {
res.status(200).json({ error: 'Failed to fetch video' });
}
});
router.get('/multiple-images', async (req, res) => {
const headers = {
Authorization: `${KEY}`,
};
const queries = req.query.queries
? req.query.queries.split(',')
: ['home', 'apple', 'pizza', 'mountains', 'cat'];
const orientation = 'square';
const perPage = 1;
const fallbackImage = {
src: 'https://images.pexels.com/photos/8199252/pexels-photo-8199252.jpeg',
photographer: 'Yan Krukau',
photographer_url: 'https://www.pexels.com/@yankrukov',
};
const fetchFallbackImage = async () => {
try {
const response = await fetch('https://picsum.photos/600');
return {
src: response.url,
photographer: 'Random Picsum',
photographer_url: 'https://picsum.photos/',
};
} catch (error) {
return fallbackImage;
}
};
const fetchImage = async (query) => {
const url = `https://api.pexels.com/v1/search?query=${query}&orientation=${orientation}&per_page=${perPage}&page=1`;
const response = await fetch(url, { headers });
const data = await response.json();
return data.photos[0] || null;
};
const imagePromises = queries.map((query) => fetchImage(query));
const imagesResults = await Promise.allSettled(imagePromises);
const formattedImages = await Promise.all(imagesResults.map(async (result) => {
if (result.status === 'fulfilled' && result.value) {
const image = result.value;
return {
src: image.src?.original || fallbackImage.src,
photographer: image.photographer || fallbackImage.photographer,
photographer_url: image.photographer_url || fallbackImage.photographer_url,
};
} else {
const fallback = await fetchFallbackImage();
return {
src: fallback.src || '',
photographer: fallback.photographer || 'Unknown',
photographer_url: fallback.photographer_url || '',
};
}
}));
res.json(formattedImages);
});
module.exports = router;

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const express = require('express');
const Portfolio_valuationsService = require('../services/portfolio_valuations');
const Portfolio_valuationsDBApi = require('../db/api/portfolio_valuations');
const wrapAsync = require('../helpers').wrapAsync;
const router = express.Router();
const { parse } = require('json2csv');
const {
checkCrudPermissions,
} = require('../middlewares/check-permissions');
router.use(checkCrudPermissions('portfolio_valuations'));
/**
* @swagger
* components:
* schemas:
* Portfolio_valuations:
* type: object
* properties:
* total_value:
* type: integer
* format: int64
* cash_value:
* type: integer
* format: int64
* invested_value:
* type: integer
* format: int64
* day_change:
* type: integer
* format: int64
* day_change_percent:
* type: integer
* format: int64
* total_profit_loss:
* type: integer
* format: int64
* total_profit_loss_percent:
* type: integer
* format: int64
*/
/**
* @swagger
* tags:
* name: Portfolio_valuations
* description: The Portfolio_valuations managing API
*/
/**
* @swagger
* /api/portfolio_valuations:
* post:
* security:
* - bearerAuth: []
* tags: [Portfolio_valuations]
* summary: Add new item
* description: Add new item
* requestBody:
* required: true
* content:
* application/json:
* schema:
* properties:
* data:
* description: Data of the updated item
* type: object
* $ref: "#/components/schemas/Portfolio_valuations"
* responses:
* 200:
* description: The item was successfully added
* content:
* application/json:
* schema:
* $ref: "#/components/schemas/Portfolio_valuations"
* 401:
* $ref: "#/components/responses/UnauthorizedError"
* 405:
* description: Invalid input data
* 500:
* description: Some server error
*/
router.post('/', wrapAsync(async (req, res) => {
const referer = req.headers.referer || `${req.protocol}://${req.hostname}${req.originalUrl}`;
const link = new URL(referer);
await Portfolio_valuationsService.create(req.body.data, req.currentUser, true, link.host);
const payload = true;
res.status(200).send(payload);
}));
/**
* @swagger
* /api/budgets/bulk-import:
* post:
* security:
* - bearerAuth: []
* tags: [Portfolio_valuations]
* summary: Bulk import items
* description: Bulk import items
* requestBody:
* required: true
* content:
* application/json:
* schema:
* properties:
* data:
* description: Data of the updated items
* type: array
* items:
* $ref: "#/components/schemas/Portfolio_valuations"
* responses:
* 200:
* description: The items were successfully imported
* content:
* application/json:
* schema:
* $ref: "#/components/schemas/Portfolio_valuations"
* 401:
* $ref: "#/components/responses/UnauthorizedError"
* 405:
* description: Invalid input data
* 500:
* description: Some server error
*
*/
router.post('/bulk-import', wrapAsync(async (req, res) => {
const referer = req.headers.referer || `${req.protocol}://${req.hostname}${req.originalUrl}`;
const link = new URL(referer);
await Portfolio_valuationsService.bulkImport(req, res, true, link.host);
const payload = true;
res.status(200).send(payload);
}));
/**
* @swagger
* /api/portfolio_valuations/{id}:
* put:
* security:
* - bearerAuth: []
* tags: [Portfolio_valuations]
* summary: Update the data of the selected item
* description: Update the data of the selected item
* parameters:
* - in: path
* name: id
* description: Item ID to update
* required: true
* schema:
* type: string
* requestBody:
* description: Set new item data
* required: true
* content:
* application/json:
* schema:
* properties:
* id:
* description: ID of the updated item
* type: string
* data:
* description: Data of the updated item
* type: object
* $ref: "#/components/schemas/Portfolio_valuations"
* required:
* - id
* responses:
* 200:
* description: The item data was successfully updated
* content:
* application/json:
* schema:
* $ref: "#/components/schemas/Portfolio_valuations"
* 400:
* description: Invalid ID supplied
* 401:
* $ref: "#/components/responses/UnauthorizedError"
* 404:
* description: Item not found
* 500:
* description: Some server error
*/
router.put('/:id', wrapAsync(async (req, res) => {
await Portfolio_valuationsService.update(req.body.data, req.body.id, req.currentUser);
const payload = true;
res.status(200).send(payload);
}));
/**
* @swagger
* /api/portfolio_valuations/{id}:
* delete:
* security:
* - bearerAuth: []
* tags: [Portfolio_valuations]
* summary: Delete the selected item
* description: Delete the selected item
* parameters:
* - in: path
* name: id
* description: Item ID to delete
* required: true
* schema:
* type: string
* responses:
* 200:
* description: The item was successfully deleted
* content:
* application/json:
* schema:
* $ref: "#/components/schemas/Portfolio_valuations"
* 400:
* description: Invalid ID supplied
* 401:
* $ref: "#/components/responses/UnauthorizedError"
* 404:
* description: Item not found
* 500:
* description: Some server error
*/
router.delete('/:id', wrapAsync(async (req, res) => {
await Portfolio_valuationsService.remove(req.params.id, req.currentUser);
const payload = true;
res.status(200).send(payload);
}));
/**
* @swagger
* /api/portfolio_valuations/deleteByIds:
* post:
* security:
* - bearerAuth: []
* tags: [Portfolio_valuations]
* summary: Delete the selected item list
* description: Delete the selected item list
* requestBody:
* required: true
* content:
* application/json:
* schema:
* properties:
* ids:
* description: IDs of the updated items
* type: array
* responses:
* 200:
* description: The items was successfully deleted
* content:
* application/json:
* schema:
* $ref: "#/components/schemas/Portfolio_valuations"
* 401:
* $ref: "#/components/responses/UnauthorizedError"
* 404:
* description: Items not found
* 500:
* description: Some server error
*/
router.post('/deleteByIds', wrapAsync(async (req, res) => {
await Portfolio_valuationsService.deleteByIds(req.body.data, req.currentUser);
const payload = true;
res.status(200).send(payload);
}));
/**
* @swagger
* /api/portfolio_valuations:
* get:
* security:
* - bearerAuth: []
* tags: [Portfolio_valuations]
* summary: Get all portfolio_valuations
* description: Get all portfolio_valuations
* responses:
* 200:
* description: Portfolio_valuations list successfully received
* content:
* application/json:
* schema:
* type: array
* items:
* $ref: "#/components/schemas/Portfolio_valuations"
* 401:
* $ref: "#/components/responses/UnauthorizedError"
* 404:
* description: Data not found
* 500:
* description: Some server error
*/
router.get('/', wrapAsync(async (req, res) => {
const filetype = req.query.filetype
const currentUser = req.currentUser;
const payload = await Portfolio_valuationsDBApi.findAll(
req.query, { currentUser }
);
if (filetype && filetype === 'csv') {
const fields = ['id',
'total_value','cash_value','invested_value','day_change','day_change_percent','total_profit_loss','total_profit_loss_percent',
'valued_at',
];
const opts = { fields };
try {
const csv = parse(payload.rows, opts);
res.status(200).attachment(csv);
res.send(csv)
} catch (err) {
console.error(err);
}
} else {
res.status(200).send(payload);
}
}));
/**
* @swagger
* /api/portfolio_valuations/count:
* get:
* security:
* - bearerAuth: []
* tags: [Portfolio_valuations]
* summary: Count all portfolio_valuations
* description: Count all portfolio_valuations
* responses:
* 200:
* description: Portfolio_valuations count successfully received
* content:
* application/json:
* schema:
* type: array
* items:
* $ref: "#/components/schemas/Portfolio_valuations"
* 401:
* $ref: "#/components/responses/UnauthorizedError"
* 404:
* description: Data not found
* 500:
* description: Some server error
*/
router.get('/count', wrapAsync(async (req, res) => {
const currentUser = req.currentUser;
const payload = await Portfolio_valuationsDBApi.findAll(
req.query,
null,
{ countOnly: true, currentUser }
);
res.status(200).send(payload);
}));
/**
* @swagger
* /api/portfolio_valuations/autocomplete:
* get:
* security:
* - bearerAuth: []
* tags: [Portfolio_valuations]
* summary: Find all portfolio_valuations that match search criteria
* description: Find all portfolio_valuations that match search criteria
* responses:
* 200:
* description: Portfolio_valuations list successfully received
* content:
* application/json:
* schema:
* type: array
* items:
* $ref: "#/components/schemas/Portfolio_valuations"
* 401:
* $ref: "#/components/responses/UnauthorizedError"
* 404:
* description: Data not found
* 500:
* description: Some server error
*/
router.get('/autocomplete', async (req, res) => {
const payload = await Portfolio_valuationsDBApi.findAllAutocomplete(
req.query.query,
req.query.limit,
req.query.offset,
);
res.status(200).send(payload);
});
/**
* @swagger
* /api/portfolio_valuations/{id}:
* get:
* security:
* - bearerAuth: []
* tags: [Portfolio_valuations]
* summary: Get selected item
* description: Get selected item
* parameters:
* - in: path
* name: id
* description: ID of item to get
* required: true
* schema:
* type: string
* responses:
* 200:
* description: Selected item successfully received
* content:
* application/json:
* schema:
* $ref: "#/components/schemas/Portfolio_valuations"
* 400:
* description: Invalid ID supplied
* 401:
* $ref: "#/components/responses/UnauthorizedError"
* 404:
* description: Item not found
* 500:
* description: Some server error
*/
router.get('/:id', wrapAsync(async (req, res) => {
const payload = await Portfolio_valuationsDBApi.findBy(
{ id: req.params.id },
);
res.status(200).send(payload);
}));
router.use('/', require('../helpers').commonErrorHandler);
module.exports = router;

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const express = require('express');
const PortfoliosService = require('../services/portfolios');
const PortfoliosDBApi = require('../db/api/portfolios');
const wrapAsync = require('../helpers').wrapAsync;
const router = express.Router();
const { parse } = require('json2csv');
const {
checkCrudPermissions,
} = require('../middlewares/check-permissions');
router.use(checkCrudPermissions('portfolios'));
/**
* @swagger
* components:
* schemas:
* Portfolios:
* type: object
* properties:
* name:
* type: string
* default: name
* currency:
* type: string
* default: currency
* description:
* type: string
* default: description
*/
/**
* @swagger
* tags:
* name: Portfolios
* description: The Portfolios managing API
*/
/**
* @swagger
* /api/portfolios:
* post:
* security:
* - bearerAuth: []
* tags: [Portfolios]
* summary: Add new item
* description: Add new item
* requestBody:
* required: true
* content:
* application/json:
* schema:
* properties:
* data:
* description: Data of the updated item
* type: object
* $ref: "#/components/schemas/Portfolios"
* responses:
* 200:
* description: The item was successfully added
* content:
* application/json:
* schema:
* $ref: "#/components/schemas/Portfolios"
* 401:
* $ref: "#/components/responses/UnauthorizedError"
* 405:
* description: Invalid input data
* 500:
* description: Some server error
*/
router.post('/', wrapAsync(async (req, res) => {
const referer = req.headers.referer || `${req.protocol}://${req.hostname}${req.originalUrl}`;
const link = new URL(referer);
await PortfoliosService.create(req.body.data, req.currentUser, true, link.host);
const payload = true;
res.status(200).send(payload);
}));
/**
* @swagger
* /api/budgets/bulk-import:
* post:
* security:
* - bearerAuth: []
* tags: [Portfolios]
* summary: Bulk import items
* description: Bulk import items
* requestBody:
* required: true
* content:
* application/json:
* schema:
* properties:
* data:
* description: Data of the updated items
* type: array
* items:
* $ref: "#/components/schemas/Portfolios"
* responses:
* 200:
* description: The items were successfully imported
* content:
* application/json:
* schema:
* $ref: "#/components/schemas/Portfolios"
* 401:
* $ref: "#/components/responses/UnauthorizedError"
* 405:
* description: Invalid input data
* 500:
* description: Some server error
*
*/
router.post('/bulk-import', wrapAsync(async (req, res) => {
const referer = req.headers.referer || `${req.protocol}://${req.hostname}${req.originalUrl}`;
const link = new URL(referer);
await PortfoliosService.bulkImport(req, res, true, link.host);
const payload = true;
res.status(200).send(payload);
}));
/**
* @swagger
* /api/portfolios/{id}:
* put:
* security:
* - bearerAuth: []
* tags: [Portfolios]
* summary: Update the data of the selected item
* description: Update the data of the selected item
* parameters:
* - in: path
* name: id
* description: Item ID to update
* required: true
* schema:
* type: string
* requestBody:
* description: Set new item data
* required: true
* content:
* application/json:
* schema:
* properties:
* id:
* description: ID of the updated item
* type: string
* data:
* description: Data of the updated item
* type: object
* $ref: "#/components/schemas/Portfolios"
* required:
* - id
* responses:
* 200:
* description: The item data was successfully updated
* content:
* application/json:
* schema:
* $ref: "#/components/schemas/Portfolios"
* 400:
* description: Invalid ID supplied
* 401:
* $ref: "#/components/responses/UnauthorizedError"
* 404:
* description: Item not found
* 500:
* description: Some server error
*/
router.put('/:id', wrapAsync(async (req, res) => {
await PortfoliosService.update(req.body.data, req.body.id, req.currentUser);
const payload = true;
res.status(200).send(payload);
}));
/**
* @swagger
* /api/portfolios/{id}:
* delete:
* security:
* - bearerAuth: []
* tags: [Portfolios]
* summary: Delete the selected item
* description: Delete the selected item
* parameters:
* - in: path
* name: id
* description: Item ID to delete
* required: true
* schema:
* type: string
* responses:
* 200:
* description: The item was successfully deleted
* content:
* application/json:
* schema:
* $ref: "#/components/schemas/Portfolios"
* 400:
* description: Invalid ID supplied
* 401:
* $ref: "#/components/responses/UnauthorizedError"
* 404:
* description: Item not found
* 500:
* description: Some server error
*/
router.delete('/:id', wrapAsync(async (req, res) => {
await PortfoliosService.remove(req.params.id, req.currentUser);
const payload = true;
res.status(200).send(payload);
}));
/**
* @swagger
* /api/portfolios/deleteByIds:
* post:
* security:
* - bearerAuth: []
* tags: [Portfolios]
* summary: Delete the selected item list
* description: Delete the selected item list
* requestBody:
* required: true
* content:
* application/json:
* schema:
* properties:
* ids:
* description: IDs of the updated items
* type: array
* responses:
* 200:
* description: The items was successfully deleted
* content:
* application/json:
* schema:
* $ref: "#/components/schemas/Portfolios"
* 401:
* $ref: "#/components/responses/UnauthorizedError"
* 404:
* description: Items not found
* 500:
* description: Some server error
*/
router.post('/deleteByIds', wrapAsync(async (req, res) => {
await PortfoliosService.deleteByIds(req.body.data, req.currentUser);
const payload = true;
res.status(200).send(payload);
}));
/**
* @swagger
* /api/portfolios:
* get:
* security:
* - bearerAuth: []
* tags: [Portfolios]
* summary: Get all portfolios
* description: Get all portfolios
* responses:
* 200:
* description: Portfolios list successfully received
* content:
* application/json:
* schema:
* type: array
* items:
* $ref: "#/components/schemas/Portfolios"
* 401:
* $ref: "#/components/responses/UnauthorizedError"
* 404:
* description: Data not found
* 500:
* description: Some server error
*/
router.get('/', wrapAsync(async (req, res) => {
const filetype = req.query.filetype
const currentUser = req.currentUser;
const payload = await PortfoliosDBApi.findAll(
req.query, { currentUser }
);
if (filetype && filetype === 'csv') {
const fields = ['id','name','currency','description',
];
const opts = { fields };
try {
const csv = parse(payload.rows, opts);
res.status(200).attachment(csv);
res.send(csv)
} catch (err) {
console.error(err);
}
} else {
res.status(200).send(payload);
}
}));
/**
* @swagger
* /api/portfolios/count:
* get:
* security:
* - bearerAuth: []
* tags: [Portfolios]
* summary: Count all portfolios
* description: Count all portfolios
* responses:
* 200:
* description: Portfolios count successfully received
* content:
* application/json:
* schema:
* type: array
* items:
* $ref: "#/components/schemas/Portfolios"
* 401:
* $ref: "#/components/responses/UnauthorizedError"
* 404:
* description: Data not found
* 500:
* description: Some server error
*/
router.get('/count', wrapAsync(async (req, res) => {
const currentUser = req.currentUser;
const payload = await PortfoliosDBApi.findAll(
req.query,
null,
{ countOnly: true, currentUser }
);
res.status(200).send(payload);
}));
/**
* @swagger
* /api/portfolios/autocomplete:
* get:
* security:
* - bearerAuth: []
* tags: [Portfolios]
* summary: Find all portfolios that match search criteria
* description: Find all portfolios that match search criteria
* responses:
* 200:
* description: Portfolios list successfully received
* content:
* application/json:
* schema:
* type: array
* items:
* $ref: "#/components/schemas/Portfolios"
* 401:
* $ref: "#/components/responses/UnauthorizedError"
* 404:
* description: Data not found
* 500:
* description: Some server error
*/
router.get('/autocomplete', async (req, res) => {
const payload = await PortfoliosDBApi.findAllAutocomplete(
req.query.query,
req.query.limit,
req.query.offset,
);
res.status(200).send(payload);
});
/**
* @swagger
* /api/portfolios/{id}:
* get:
* security:
* - bearerAuth: []
* tags: [Portfolios]
* summary: Get selected item
* description: Get selected item
* parameters:
* - in: path
* name: id
* description: ID of item to get
* required: true
* schema:
* type: string
* responses:
* 200:
* description: Selected item successfully received
* content:
* application/json:
* schema:
* $ref: "#/components/schemas/Portfolios"
* 400:
* description: Invalid ID supplied
* 401:
* $ref: "#/components/responses/UnauthorizedError"
* 404:
* description: Item not found
* 500:
* description: Some server error
*/
router.get('/:id', wrapAsync(async (req, res) => {
const payload = await PortfoliosDBApi.findBy(
{ id: req.params.id },
);
res.status(200).send(payload);
}));
router.use('/', require('../helpers').commonErrorHandler);
module.exports = router;

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const express = require('express');
const Price_snapshotsService = require('../services/price_snapshots');
const Price_snapshotsDBApi = require('../db/api/price_snapshots');
const wrapAsync = require('../helpers').wrapAsync;
const router = express.Router();
const { parse } = require('json2csv');
const {
checkCrudPermissions,
} = require('../middlewares/check-permissions');
router.use(checkCrudPermissions('price_snapshots'));
/**
* @swagger
* components:
* schemas:
* Price_snapshots:
* type: object
* properties:
* source:
* type: string
* default: source
* open:
* type: integer
* format: int64
* high:
* type: integer
* format: int64
* low:
* type: integer
* format: int64
* close:
* type: integer
* format: int64
* adjusted_close:
* type: integer
* format: int64
* volume:
* type: integer
* format: int64
*/
/**
* @swagger
* tags:
* name: Price_snapshots
* description: The Price_snapshots managing API
*/
/**
* @swagger
* /api/price_snapshots:
* post:
* security:
* - bearerAuth: []
* tags: [Price_snapshots]
* summary: Add new item
* description: Add new item
* requestBody:
* required: true
* content:
* application/json:
* schema:
* properties:
* data:
* description: Data of the updated item
* type: object
* $ref: "#/components/schemas/Price_snapshots"
* responses:
* 200:
* description: The item was successfully added
* content:
* application/json:
* schema:
* $ref: "#/components/schemas/Price_snapshots"
* 401:
* $ref: "#/components/responses/UnauthorizedError"
* 405:
* description: Invalid input data
* 500:
* description: Some server error
*/
router.post('/', wrapAsync(async (req, res) => {
const referer = req.headers.referer || `${req.protocol}://${req.hostname}${req.originalUrl}`;
const link = new URL(referer);
await Price_snapshotsService.create(req.body.data, req.currentUser, true, link.host);
const payload = true;
res.status(200).send(payload);
}));
/**
* @swagger
* /api/budgets/bulk-import:
* post:
* security:
* - bearerAuth: []
* tags: [Price_snapshots]
* summary: Bulk import items
* description: Bulk import items
* requestBody:
* required: true
* content:
* application/json:
* schema:
* properties:
* data:
* description: Data of the updated items
* type: array
* items:
* $ref: "#/components/schemas/Price_snapshots"
* responses:
* 200:
* description: The items were successfully imported
* content:
* application/json:
* schema:
* $ref: "#/components/schemas/Price_snapshots"
* 401:
* $ref: "#/components/responses/UnauthorizedError"
* 405:
* description: Invalid input data
* 500:
* description: Some server error
*
*/
router.post('/bulk-import', wrapAsync(async (req, res) => {
const referer = req.headers.referer || `${req.protocol}://${req.hostname}${req.originalUrl}`;
const link = new URL(referer);
await Price_snapshotsService.bulkImport(req, res, true, link.host);
const payload = true;
res.status(200).send(payload);
}));
/**
* @swagger
* /api/price_snapshots/{id}:
* put:
* security:
* - bearerAuth: []
* tags: [Price_snapshots]
* summary: Update the data of the selected item
* description: Update the data of the selected item
* parameters:
* - in: path
* name: id
* description: Item ID to update
* required: true
* schema:
* type: string
* requestBody:
* description: Set new item data
* required: true
* content:
* application/json:
* schema:
* properties:
* id:
* description: ID of the updated item
* type: string
* data:
* description: Data of the updated item
* type: object
* $ref: "#/components/schemas/Price_snapshots"
* required:
* - id
* responses:
* 200:
* description: The item data was successfully updated
* content:
* application/json:
* schema:
* $ref: "#/components/schemas/Price_snapshots"
* 400:
* description: Invalid ID supplied
* 401:
* $ref: "#/components/responses/UnauthorizedError"
* 404:
* description: Item not found
* 500:
* description: Some server error
*/
router.put('/:id', wrapAsync(async (req, res) => {
await Price_snapshotsService.update(req.body.data, req.body.id, req.currentUser);
const payload = true;
res.status(200).send(payload);
}));
/**
* @swagger
* /api/price_snapshots/{id}:
* delete:
* security:
* - bearerAuth: []
* tags: [Price_snapshots]
* summary: Delete the selected item
* description: Delete the selected item
* parameters:
* - in: path
* name: id
* description: Item ID to delete
* required: true
* schema:
* type: string
* responses:
* 200:
* description: The item was successfully deleted
* content:
* application/json:
* schema:
* $ref: "#/components/schemas/Price_snapshots"
* 400:
* description: Invalid ID supplied
* 401:
* $ref: "#/components/responses/UnauthorizedError"
* 404:
* description: Item not found
* 500:
* description: Some server error
*/
router.delete('/:id', wrapAsync(async (req, res) => {
await Price_snapshotsService.remove(req.params.id, req.currentUser);
const payload = true;
res.status(200).send(payload);
}));
/**
* @swagger
* /api/price_snapshots/deleteByIds:
* post:
* security:
* - bearerAuth: []
* tags: [Price_snapshots]
* summary: Delete the selected item list
* description: Delete the selected item list
* requestBody:
* required: true
* content:
* application/json:
* schema:
* properties:
* ids:
* description: IDs of the updated items
* type: array
* responses:
* 200:
* description: The items was successfully deleted
* content:
* application/json:
* schema:
* $ref: "#/components/schemas/Price_snapshots"
* 401:
* $ref: "#/components/responses/UnauthorizedError"
* 404:
* description: Items not found
* 500:
* description: Some server error
*/
router.post('/deleteByIds', wrapAsync(async (req, res) => {
await Price_snapshotsService.deleteByIds(req.body.data, req.currentUser);
const payload = true;
res.status(200).send(payload);
}));
/**
* @swagger
* /api/price_snapshots:
* get:
* security:
* - bearerAuth: []
* tags: [Price_snapshots]
* summary: Get all price_snapshots
* description: Get all price_snapshots
* responses:
* 200:
* description: Price_snapshots list successfully received
* content:
* application/json:
* schema:
* type: array
* items:
* $ref: "#/components/schemas/Price_snapshots"
* 401:
* $ref: "#/components/responses/UnauthorizedError"
* 404:
* description: Data not found
* 500:
* description: Some server error
*/
router.get('/', wrapAsync(async (req, res) => {
const filetype = req.query.filetype
const currentUser = req.currentUser;
const payload = await Price_snapshotsDBApi.findAll(
req.query, { currentUser }
);
if (filetype && filetype === 'csv') {
const fields = ['id','source',
'open','high','low','close','adjusted_close','volume',
'priced_at',
];
const opts = { fields };
try {
const csv = parse(payload.rows, opts);
res.status(200).attachment(csv);
res.send(csv)
} catch (err) {
console.error(err);
}
} else {
res.status(200).send(payload);
}
}));
/**
* @swagger
* /api/price_snapshots/count:
* get:
* security:
* - bearerAuth: []
* tags: [Price_snapshots]
* summary: Count all price_snapshots
* description: Count all price_snapshots
* responses:
* 200:
* description: Price_snapshots count successfully received
* content:
* application/json:
* schema:
* type: array
* items:
* $ref: "#/components/schemas/Price_snapshots"
* 401:
* $ref: "#/components/responses/UnauthorizedError"
* 404:
* description: Data not found
* 500:
* description: Some server error
*/
router.get('/count', wrapAsync(async (req, res) => {
const currentUser = req.currentUser;
const payload = await Price_snapshotsDBApi.findAll(
req.query,
null,
{ countOnly: true, currentUser }
);
res.status(200).send(payload);
}));
/**
* @swagger
* /api/price_snapshots/autocomplete:
* get:
* security:
* - bearerAuth: []
* tags: [Price_snapshots]
* summary: Find all price_snapshots that match search criteria
* description: Find all price_snapshots that match search criteria
* responses:
* 200:
* description: Price_snapshots list successfully received
* content:
* application/json:
* schema:
* type: array
* items:
* $ref: "#/components/schemas/Price_snapshots"
* 401:
* $ref: "#/components/responses/UnauthorizedError"
* 404:
* description: Data not found
* 500:
* description: Some server error
*/
router.get('/autocomplete', async (req, res) => {
const payload = await Price_snapshotsDBApi.findAllAutocomplete(
req.query.query,
req.query.limit,
req.query.offset,
);
res.status(200).send(payload);
});
/**
* @swagger
* /api/price_snapshots/{id}:
* get:
* security:
* - bearerAuth: []
* tags: [Price_snapshots]
* summary: Get selected item
* description: Get selected item
* parameters:
* - in: path
* name: id
* description: ID of item to get
* required: true
* schema:
* type: string
* responses:
* 200:
* description: Selected item successfully received
* content:
* application/json:
* schema:
* $ref: "#/components/schemas/Price_snapshots"
* 400:
* description: Invalid ID supplied
* 401:
* $ref: "#/components/responses/UnauthorizedError"
* 404:
* description: Item not found
* 500:
* description: Some server error
*/
router.get('/:id', wrapAsync(async (req, res) => {
const payload = await Price_snapshotsDBApi.findBy(
{ id: req.params.id },
);
res.status(200).send(payload);
}));
router.use('/', require('../helpers').commonErrorHandler);
module.exports = router;

429
backend/src/routes/roles.js Normal file
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const express = require('express');
const RolesService = require('../services/roles');
const RolesDBApi = require('../db/api/roles');
const wrapAsync = require('../helpers').wrapAsync;
const router = express.Router();
const { parse } = require('json2csv');
const {
checkCrudPermissions,
} = require('../middlewares/check-permissions');
router.use(checkCrudPermissions('roles'));
/**
* @swagger
* components:
* schemas:
* Roles:
* type: object
* properties:
* name:
* type: string
* default: name
*/
/**
* @swagger
* tags:
* name: Roles
* description: The Roles managing API
*/
/**
* @swagger
* /api/roles:
* post:
* security:
* - bearerAuth: []
* tags: [Roles]
* summary: Add new item
* description: Add new item
* requestBody:
* required: true
* content:
* application/json:
* schema:
* properties:
* data:
* description: Data of the updated item
* type: object
* $ref: "#/components/schemas/Roles"
* responses:
* 200:
* description: The item was successfully added
* content:
* application/json:
* schema:
* $ref: "#/components/schemas/Roles"
* 401:
* $ref: "#/components/responses/UnauthorizedError"
* 405:
* description: Invalid input data
* 500:
* description: Some server error
*/
router.post('/', wrapAsync(async (req, res) => {
const referer = req.headers.referer || `${req.protocol}://${req.hostname}${req.originalUrl}`;
const link = new URL(referer);
await RolesService.create(req.body.data, req.currentUser, true, link.host);
const payload = true;
res.status(200).send(payload);
}));
/**
* @swagger
* /api/budgets/bulk-import:
* post:
* security:
* - bearerAuth: []
* tags: [Roles]
* summary: Bulk import items
* description: Bulk import items
* requestBody:
* required: true
* content:
* application/json:
* schema:
* properties:
* data:
* description: Data of the updated items
* type: array
* items:
* $ref: "#/components/schemas/Roles"
* responses:
* 200:
* description: The items were successfully imported
* content:
* application/json:
* schema:
* $ref: "#/components/schemas/Roles"
* 401:
* $ref: "#/components/responses/UnauthorizedError"
* 405:
* description: Invalid input data
* 500:
* description: Some server error
*
*/
router.post('/bulk-import', wrapAsync(async (req, res) => {
const referer = req.headers.referer || `${req.protocol}://${req.hostname}${req.originalUrl}`;
const link = new URL(referer);
await RolesService.bulkImport(req, res, true, link.host);
const payload = true;
res.status(200).send(payload);
}));
/**
* @swagger
* /api/roles/{id}:
* put:
* security:
* - bearerAuth: []
* tags: [Roles]
* summary: Update the data of the selected item
* description: Update the data of the selected item
* parameters:
* - in: path
* name: id
* description: Item ID to update
* required: true
* schema:
* type: string
* requestBody:
* description: Set new item data
* required: true
* content:
* application/json:
* schema:
* properties:
* id:
* description: ID of the updated item
* type: string
* data:
* description: Data of the updated item
* type: object
* $ref: "#/components/schemas/Roles"
* required:
* - id
* responses:
* 200:
* description: The item data was successfully updated
* content:
* application/json:
* schema:
* $ref: "#/components/schemas/Roles"
* 400:
* description: Invalid ID supplied
* 401:
* $ref: "#/components/responses/UnauthorizedError"
* 404:
* description: Item not found
* 500:
* description: Some server error
*/
router.put('/:id', wrapAsync(async (req, res) => {
await RolesService.update(req.body.data, req.body.id, req.currentUser);
const payload = true;
res.status(200).send(payload);
}));
/**
* @swagger
* /api/roles/{id}:
* delete:
* security:
* - bearerAuth: []
* tags: [Roles]
* summary: Delete the selected item
* description: Delete the selected item
* parameters:
* - in: path
* name: id
* description: Item ID to delete
* required: true
* schema:
* type: string
* responses:
* 200:
* description: The item was successfully deleted
* content:
* application/json:
* schema:
* $ref: "#/components/schemas/Roles"
* 400:
* description: Invalid ID supplied
* 401:
* $ref: "#/components/responses/UnauthorizedError"
* 404:
* description: Item not found
* 500:
* description: Some server error
*/
router.delete('/:id', wrapAsync(async (req, res) => {
await RolesService.remove(req.params.id, req.currentUser);
const payload = true;
res.status(200).send(payload);
}));
/**
* @swagger
* /api/roles/deleteByIds:
* post:
* security:
* - bearerAuth: []
* tags: [Roles]
* summary: Delete the selected item list
* description: Delete the selected item list
* requestBody:
* required: true
* content:
* application/json:
* schema:
* properties:
* ids:
* description: IDs of the updated items
* type: array
* responses:
* 200:
* description: The items was successfully deleted
* content:
* application/json:
* schema:
* $ref: "#/components/schemas/Roles"
* 401:
* $ref: "#/components/responses/UnauthorizedError"
* 404:
* description: Items not found
* 500:
* description: Some server error
*/
router.post('/deleteByIds', wrapAsync(async (req, res) => {
await RolesService.deleteByIds(req.body.data, req.currentUser);
const payload = true;
res.status(200).send(payload);
}));
/**
* @swagger
* /api/roles:
* get:
* security:
* - bearerAuth: []
* tags: [Roles]
* summary: Get all roles
* description: Get all roles
* responses:
* 200:
* description: Roles list successfully received
* content:
* application/json:
* schema:
* type: array
* items:
* $ref: "#/components/schemas/Roles"
* 401:
* $ref: "#/components/responses/UnauthorizedError"
* 404:
* description: Data not found
* 500:
* description: Some server error
*/
router.get('/', wrapAsync(async (req, res) => {
const filetype = req.query.filetype
const currentUser = req.currentUser;
const payload = await RolesDBApi.findAll(
req.query, { currentUser }
);
if (filetype && filetype === 'csv') {
const fields = ['id','name',
];
const opts = { fields };
try {
const csv = parse(payload.rows, opts);
res.status(200).attachment(csv);
res.send(csv)
} catch (err) {
console.error(err);
}
} else {
res.status(200).send(payload);
}
}));
/**
* @swagger
* /api/roles/count:
* get:
* security:
* - bearerAuth: []
* tags: [Roles]
* summary: Count all roles
* description: Count all roles
* responses:
* 200:
* description: Roles count successfully received
* content:
* application/json:
* schema:
* type: array
* items:
* $ref: "#/components/schemas/Roles"
* 401:
* $ref: "#/components/responses/UnauthorizedError"
* 404:
* description: Data not found
* 500:
* description: Some server error
*/
router.get('/count', wrapAsync(async (req, res) => {
const currentUser = req.currentUser;
const payload = await RolesDBApi.findAll(
req.query,
null,
{ countOnly: true, currentUser }
);
res.status(200).send(payload);
}));
/**
* @swagger
* /api/roles/autocomplete:
* get:
* security:
* - bearerAuth: []
* tags: [Roles]
* summary: Find all roles that match search criteria
* description: Find all roles that match search criteria
* responses:
* 200:
* description: Roles list successfully received
* content:
* application/json:
* schema:
* type: array
* items:
* $ref: "#/components/schemas/Roles"
* 401:
* $ref: "#/components/responses/UnauthorizedError"
* 404:
* description: Data not found
* 500:
* description: Some server error
*/
router.get('/autocomplete', async (req, res) => {
const payload = await RolesDBApi.findAllAutocomplete(
req.query.query,
req.query.limit,
req.query.offset,
);
res.status(200).send(payload);
});
/**
* @swagger
* /api/roles/{id}:
* get:
* security:
* - bearerAuth: []
* tags: [Roles]
* summary: Get selected item
* description: Get selected item
* parameters:
* - in: path
* name: id
* description: ID of item to get
* required: true
* schema:
* type: string
* responses:
* 200:
* description: Selected item successfully received
* content:
* application/json:
* schema:
* $ref: "#/components/schemas/Roles"
* 400:
* description: Invalid ID supplied
* 401:
* $ref: "#/components/responses/UnauthorizedError"
* 404:
* description: Item not found
* 500:
* description: Some server error
*/
router.get('/:id', wrapAsync(async (req, res) => {
const payload = await RolesDBApi.findBy(
{ id: req.params.id },
);
res.status(200).send(payload);
}));
router.use('/', require('../helpers').commonErrorHandler);
module.exports = router;

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const express = require('express');
const SearchService = require('../services/search');
const router = express.Router();
const { checkCrudPermissions } = require('../middlewares/check-permissions');
router.use(checkCrudPermissions('search'));
/**
* @swagger
* path:
* /api/search:
* post:
* summary: Search
* description: Search results across multiple tables
* requestBody:
* content:
* application/json:
* schema:
* type: object
* properties:
* searchQuery:
* type: string
* required:
* - searchQuery
* responses:
* 200:
* description: Successful request
* 400:
* description: Invalid request
* 500:
* description: Internal server error
*/
router.post('/', async (req, res) => {
const { searchQuery } = req.body;
if (!searchQuery) {
return res.status(400).json({ error: 'Please enter a search query' });
}
try {
const foundMatches = await SearchService.search(searchQuery, req.currentUser );
res.json(foundMatches);
} catch (error) {
console.error('Internal Server Error', error);
res.status(500).json({ error: 'Internal Server Error' });
}
});
module.exports = router;

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const express = require('express');
const SectorsService = require('../services/sectors');
const SectorsDBApi = require('../db/api/sectors');
const wrapAsync = require('../helpers').wrapAsync;
const router = express.Router();
const { parse } = require('json2csv');
const {
checkCrudPermissions,
} = require('../middlewares/check-permissions');
router.use(checkCrudPermissions('sectors'));
/**
* @swagger
* components:
* schemas:
* Sectors:
* type: object
* properties:
* name:
* type: string
* default: name
* description:
* type: string
* default: description
*/
/**
* @swagger
* tags:
* name: Sectors
* description: The Sectors managing API
*/
/**
* @swagger
* /api/sectors:
* post:
* security:
* - bearerAuth: []
* tags: [Sectors]
* summary: Add new item
* description: Add new item
* requestBody:
* required: true
* content:
* application/json:
* schema:
* properties:
* data:
* description: Data of the updated item
* type: object
* $ref: "#/components/schemas/Sectors"
* responses:
* 200:
* description: The item was successfully added
* content:
* application/json:
* schema:
* $ref: "#/components/schemas/Sectors"
* 401:
* $ref: "#/components/responses/UnauthorizedError"
* 405:
* description: Invalid input data
* 500:
* description: Some server error
*/
router.post('/', wrapAsync(async (req, res) => {
const referer = req.headers.referer || `${req.protocol}://${req.hostname}${req.originalUrl}`;
const link = new URL(referer);
await SectorsService.create(req.body.data, req.currentUser, true, link.host);
const payload = true;
res.status(200).send(payload);
}));
/**
* @swagger
* /api/budgets/bulk-import:
* post:
* security:
* - bearerAuth: []
* tags: [Sectors]
* summary: Bulk import items
* description: Bulk import items
* requestBody:
* required: true
* content:
* application/json:
* schema:
* properties:
* data:
* description: Data of the updated items
* type: array
* items:
* $ref: "#/components/schemas/Sectors"
* responses:
* 200:
* description: The items were successfully imported
* content:
* application/json:
* schema:
* $ref: "#/components/schemas/Sectors"
* 401:
* $ref: "#/components/responses/UnauthorizedError"
* 405:
* description: Invalid input data
* 500:
* description: Some server error
*
*/
router.post('/bulk-import', wrapAsync(async (req, res) => {
const referer = req.headers.referer || `${req.protocol}://${req.hostname}${req.originalUrl}`;
const link = new URL(referer);
await SectorsService.bulkImport(req, res, true, link.host);
const payload = true;
res.status(200).send(payload);
}));
/**
* @swagger
* /api/sectors/{id}:
* put:
* security:
* - bearerAuth: []
* tags: [Sectors]
* summary: Update the data of the selected item
* description: Update the data of the selected item
* parameters:
* - in: path
* name: id
* description: Item ID to update
* required: true
* schema:
* type: string
* requestBody:
* description: Set new item data
* required: true
* content:
* application/json:
* schema:
* properties:
* id:
* description: ID of the updated item
* type: string
* data:
* description: Data of the updated item
* type: object
* $ref: "#/components/schemas/Sectors"
* required:
* - id
* responses:
* 200:
* description: The item data was successfully updated
* content:
* application/json:
* schema:
* $ref: "#/components/schemas/Sectors"
* 400:
* description: Invalid ID supplied
* 401:
* $ref: "#/components/responses/UnauthorizedError"
* 404:
* description: Item not found
* 500:
* description: Some server error
*/
router.put('/:id', wrapAsync(async (req, res) => {
await SectorsService.update(req.body.data, req.body.id, req.currentUser);
const payload = true;
res.status(200).send(payload);
}));
/**
* @swagger
* /api/sectors/{id}:
* delete:
* security:
* - bearerAuth: []
* tags: [Sectors]
* summary: Delete the selected item
* description: Delete the selected item
* parameters:
* - in: path
* name: id
* description: Item ID to delete
* required: true
* schema:
* type: string
* responses:
* 200:
* description: The item was successfully deleted
* content:
* application/json:
* schema:
* $ref: "#/components/schemas/Sectors"
* 400:
* description: Invalid ID supplied
* 401:
* $ref: "#/components/responses/UnauthorizedError"
* 404:
* description: Item not found
* 500:
* description: Some server error
*/
router.delete('/:id', wrapAsync(async (req, res) => {
await SectorsService.remove(req.params.id, req.currentUser);
const payload = true;
res.status(200).send(payload);
}));
/**
* @swagger
* /api/sectors/deleteByIds:
* post:
* security:
* - bearerAuth: []
* tags: [Sectors]
* summary: Delete the selected item list
* description: Delete the selected item list
* requestBody:
* required: true
* content:
* application/json:
* schema:
* properties:
* ids:
* description: IDs of the updated items
* type: array
* responses:
* 200:
* description: The items was successfully deleted
* content:
* application/json:
* schema:
* $ref: "#/components/schemas/Sectors"
* 401:
* $ref: "#/components/responses/UnauthorizedError"
* 404:
* description: Items not found
* 500:
* description: Some server error
*/
router.post('/deleteByIds', wrapAsync(async (req, res) => {
await SectorsService.deleteByIds(req.body.data, req.currentUser);
const payload = true;
res.status(200).send(payload);
}));
/**
* @swagger
* /api/sectors:
* get:
* security:
* - bearerAuth: []
* tags: [Sectors]
* summary: Get all sectors
* description: Get all sectors
* responses:
* 200:
* description: Sectors list successfully received
* content:
* application/json:
* schema:
* type: array
* items:
* $ref: "#/components/schemas/Sectors"
* 401:
* $ref: "#/components/responses/UnauthorizedError"
* 404:
* description: Data not found
* 500:
* description: Some server error
*/
router.get('/', wrapAsync(async (req, res) => {
const filetype = req.query.filetype
const currentUser = req.currentUser;
const payload = await SectorsDBApi.findAll(
req.query, { currentUser }
);
if (filetype && filetype === 'csv') {
const fields = ['id','name','description',
];
const opts = { fields };
try {
const csv = parse(payload.rows, opts);
res.status(200).attachment(csv);
res.send(csv)
} catch (err) {
console.error(err);
}
} else {
res.status(200).send(payload);
}
}));
/**
* @swagger
* /api/sectors/count:
* get:
* security:
* - bearerAuth: []
* tags: [Sectors]
* summary: Count all sectors
* description: Count all sectors
* responses:
* 200:
* description: Sectors count successfully received
* content:
* application/json:
* schema:
* type: array
* items:
* $ref: "#/components/schemas/Sectors"
* 401:
* $ref: "#/components/responses/UnauthorizedError"
* 404:
* description: Data not found
* 500:
* description: Some server error
*/
router.get('/count', wrapAsync(async (req, res) => {
const currentUser = req.currentUser;
const payload = await SectorsDBApi.findAll(
req.query,
null,
{ countOnly: true, currentUser }
);
res.status(200).send(payload);
}));
/**
* @swagger
* /api/sectors/autocomplete:
* get:
* security:
* - bearerAuth: []
* tags: [Sectors]
* summary: Find all sectors that match search criteria
* description: Find all sectors that match search criteria
* responses:
* 200:
* description: Sectors list successfully received
* content:
* application/json:
* schema:
* type: array
* items:
* $ref: "#/components/schemas/Sectors"
* 401:
* $ref: "#/components/responses/UnauthorizedError"
* 404:
* description: Data not found
* 500:
* description: Some server error
*/
router.get('/autocomplete', async (req, res) => {
const payload = await SectorsDBApi.findAllAutocomplete(
req.query.query,
req.query.limit,
req.query.offset,
);
res.status(200).send(payload);
});
/**
* @swagger
* /api/sectors/{id}:
* get:
* security:
* - bearerAuth: []
* tags: [Sectors]
* summary: Get selected item
* description: Get selected item
* parameters:
* - in: path
* name: id
* description: ID of item to get
* required: true
* schema:
* type: string
* responses:
* 200:
* description: Selected item successfully received
* content:
* application/json:
* schema:
* $ref: "#/components/schemas/Sectors"
* 400:
* description: Invalid ID supplied
* 401:
* $ref: "#/components/responses/UnauthorizedError"
* 404:
* description: Item not found
* 500:
* description: Some server error
*/
router.get('/:id', wrapAsync(async (req, res) => {
const payload = await SectorsDBApi.findBy(
{ id: req.params.id },
);
res.status(200).send(payload);
}));
router.use('/', require('../helpers').commonErrorHandler);
module.exports = router;

61
backend/src/routes/sql.js Normal file
View File

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const express = require('express');
const db = require('../db/models');
const wrapAsync = require('../helpers').wrapAsync;
const router = express.Router();
/**
* @swagger
* /api/sql:
* post:
* security:
* - bearerAuth: []
* summary: Execute a SELECT-only SQL query
* description: Executes a read-only SQL query and returns rows.
* requestBody:
* required: true
* content:
* application/json:
* schema:
* type: object
* properties:
* sql:
* type: string
* required:
* - sql
* responses:
* 200:
* description: Query result
* 400:
* description: Invalid SQL
* 401:
* $ref: "#/components/responses/UnauthorizedError"
* 500:
* description: Internal server error
*/
router.post(
'/',
wrapAsync(async (req, res) => {
const { sql } = req.body;
if (typeof sql !== 'string' || !sql.trim()) {
return res.status(400).json({ error: 'SQL is required' });
}
const normalized = sql.trim().replace(/;+\s*$/, '');
if (!/^select\b/i.test(normalized)) {
return res.status(400).json({ error: 'Only SELECT statements are allowed' });
}
if (normalized.includes(';')) {
return res.status(400).json({ error: 'Only a single SELECT statement is allowed' });
}
const rows = await db.sequelize.query(normalized, {
type: db.Sequelize.QueryTypes.SELECT,
});
return res.status(200).json({ rows });
}),
);
module.exports = router;

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const express = require('express');
const SymbolsService = require('../services/symbols');
const SymbolsDBApi = require('../db/api/symbols');
const wrapAsync = require('../helpers').wrapAsync;
const router = express.Router();
const { parse } = require('json2csv');
const {
checkCrudPermissions,
} = require('../middlewares/check-permissions');
router.use(checkCrudPermissions('symbols'));
/**
* @swagger
* components:
* schemas:
* Symbols:
* type: object
* properties:
* ticker:
* type: string
* default: ticker
* name:
* type: string
* default: name
* exchange:
* type: string
* default: exchange
* country:
* type: string
* default: country
* currency:
* type: string
* default: currency
*
*/
/**
* @swagger
* tags:
* name: Symbols
* description: The Symbols managing API
*/
/**
* @swagger
* /api/symbols:
* post:
* security:
* - bearerAuth: []
* tags: [Symbols]
* summary: Add new item
* description: Add new item
* requestBody:
* required: true
* content:
* application/json:
* schema:
* properties:
* data:
* description: Data of the updated item
* type: object
* $ref: "#/components/schemas/Symbols"
* responses:
* 200:
* description: The item was successfully added
* content:
* application/json:
* schema:
* $ref: "#/components/schemas/Symbols"
* 401:
* $ref: "#/components/responses/UnauthorizedError"
* 405:
* description: Invalid input data
* 500:
* description: Some server error
*/
router.post('/', wrapAsync(async (req, res) => {
const referer = req.headers.referer || `${req.protocol}://${req.hostname}${req.originalUrl}`;
const link = new URL(referer);
await SymbolsService.create(req.body.data, req.currentUser, true, link.host);
const payload = true;
res.status(200).send(payload);
}));
/**
* @swagger
* /api/budgets/bulk-import:
* post:
* security:
* - bearerAuth: []
* tags: [Symbols]
* summary: Bulk import items
* description: Bulk import items
* requestBody:
* required: true
* content:
* application/json:
* schema:
* properties:
* data:
* description: Data of the updated items
* type: array
* items:
* $ref: "#/components/schemas/Symbols"
* responses:
* 200:
* description: The items were successfully imported
* content:
* application/json:
* schema:
* $ref: "#/components/schemas/Symbols"
* 401:
* $ref: "#/components/responses/UnauthorizedError"
* 405:
* description: Invalid input data
* 500:
* description: Some server error
*
*/
router.post('/bulk-import', wrapAsync(async (req, res) => {
const referer = req.headers.referer || `${req.protocol}://${req.hostname}${req.originalUrl}`;
const link = new URL(referer);
await SymbolsService.bulkImport(req, res, true, link.host);
const payload = true;
res.status(200).send(payload);
}));
/**
* @swagger
* /api/symbols/{id}:
* put:
* security:
* - bearerAuth: []
* tags: [Symbols]
* summary: Update the data of the selected item
* description: Update the data of the selected item
* parameters:
* - in: path
* name: id
* description: Item ID to update
* required: true
* schema:
* type: string
* requestBody:
* description: Set new item data
* required: true
* content:
* application/json:
* schema:
* properties:
* id:
* description: ID of the updated item
* type: string
* data:
* description: Data of the updated item
* type: object
* $ref: "#/components/schemas/Symbols"
* required:
* - id
* responses:
* 200:
* description: The item data was successfully updated
* content:
* application/json:
* schema:
* $ref: "#/components/schemas/Symbols"
* 400:
* description: Invalid ID supplied
* 401:
* $ref: "#/components/responses/UnauthorizedError"
* 404:
* description: Item not found
* 500:
* description: Some server error
*/
router.put('/:id', wrapAsync(async (req, res) => {
await SymbolsService.update(req.body.data, req.body.id, req.currentUser);
const payload = true;
res.status(200).send(payload);
}));
/**
* @swagger
* /api/symbols/{id}:
* delete:
* security:
* - bearerAuth: []
* tags: [Symbols]
* summary: Delete the selected item
* description: Delete the selected item
* parameters:
* - in: path
* name: id
* description: Item ID to delete
* required: true
* schema:
* type: string
* responses:
* 200:
* description: The item was successfully deleted
* content:
* application/json:
* schema:
* $ref: "#/components/schemas/Symbols"
* 400:
* description: Invalid ID supplied
* 401:
* $ref: "#/components/responses/UnauthorizedError"
* 404:
* description: Item not found
* 500:
* description: Some server error
*/
router.delete('/:id', wrapAsync(async (req, res) => {
await SymbolsService.remove(req.params.id, req.currentUser);
const payload = true;
res.status(200).send(payload);
}));
/**
* @swagger
* /api/symbols/deleteByIds:
* post:
* security:
* - bearerAuth: []
* tags: [Symbols]
* summary: Delete the selected item list
* description: Delete the selected item list
* requestBody:
* required: true
* content:
* application/json:
* schema:
* properties:
* ids:
* description: IDs of the updated items
* type: array
* responses:
* 200:
* description: The items was successfully deleted
* content:
* application/json:
* schema:
* $ref: "#/components/schemas/Symbols"
* 401:
* $ref: "#/components/responses/UnauthorizedError"
* 404:
* description: Items not found
* 500:
* description: Some server error
*/
router.post('/deleteByIds', wrapAsync(async (req, res) => {
await SymbolsService.deleteByIds(req.body.data, req.currentUser);
const payload = true;
res.status(200).send(payload);
}));
/**
* @swagger
* /api/symbols:
* get:
* security:
* - bearerAuth: []
* tags: [Symbols]
* summary: Get all symbols
* description: Get all symbols
* responses:
* 200:
* description: Symbols list successfully received
* content:
* application/json:
* schema:
* type: array
* items:
* $ref: "#/components/schemas/Symbols"
* 401:
* $ref: "#/components/responses/UnauthorizedError"
* 404:
* description: Data not found
* 500:
* description: Some server error
*/
router.get('/', wrapAsync(async (req, res) => {
const filetype = req.query.filetype
const currentUser = req.currentUser;
const payload = await SymbolsDBApi.findAll(
req.query, { currentUser }
);
if (filetype && filetype === 'csv') {
const fields = ['id','ticker','name','exchange','country','currency',
];
const opts = { fields };
try {
const csv = parse(payload.rows, opts);
res.status(200).attachment(csv);
res.send(csv)
} catch (err) {
console.error(err);
}
} else {
res.status(200).send(payload);
}
}));
/**
* @swagger
* /api/symbols/count:
* get:
* security:
* - bearerAuth: []
* tags: [Symbols]
* summary: Count all symbols
* description: Count all symbols
* responses:
* 200:
* description: Symbols count successfully received
* content:
* application/json:
* schema:
* type: array
* items:
* $ref: "#/components/schemas/Symbols"
* 401:
* $ref: "#/components/responses/UnauthorizedError"
* 404:
* description: Data not found
* 500:
* description: Some server error
*/
router.get('/count', wrapAsync(async (req, res) => {
const currentUser = req.currentUser;
const payload = await SymbolsDBApi.findAll(
req.query,
null,
{ countOnly: true, currentUser }
);
res.status(200).send(payload);
}));
/**
* @swagger
* /api/symbols/autocomplete:
* get:
* security:
* - bearerAuth: []
* tags: [Symbols]
* summary: Find all symbols that match search criteria
* description: Find all symbols that match search criteria
* responses:
* 200:
* description: Symbols list successfully received
* content:
* application/json:
* schema:
* type: array
* items:
* $ref: "#/components/schemas/Symbols"
* 401:
* $ref: "#/components/responses/UnauthorizedError"
* 404:
* description: Data not found
* 500:
* description: Some server error
*/
router.get('/autocomplete', async (req, res) => {
const payload = await SymbolsDBApi.findAllAutocomplete(
req.query.query,
req.query.limit,
req.query.offset,
);
res.status(200).send(payload);
});
/**
* @swagger
* /api/symbols/{id}:
* get:
* security:
* - bearerAuth: []
* tags: [Symbols]
* summary: Get selected item
* description: Get selected item
* parameters:
* - in: path
* name: id
* description: ID of item to get
* required: true
* schema:
* type: string
* responses:
* 200:
* description: Selected item successfully received
* content:
* application/json:
* schema:
* $ref: "#/components/schemas/Symbols"
* 400:
* description: Invalid ID supplied
* 401:
* $ref: "#/components/responses/UnauthorizedError"
* 404:
* description: Item not found
* 500:
* description: Some server error
*/
router.get('/:id', wrapAsync(async (req, res) => {
const payload = await SymbolsDBApi.findBy(
{ id: req.params.id },
);
res.status(200).send(payload);
}));
router.use('/', require('../helpers').commonErrorHandler);
module.exports = router;

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const express = require('express');
const TransactionsService = require('../services/transactions');
const TransactionsDBApi = require('../db/api/transactions');
const wrapAsync = require('../helpers').wrapAsync;
const router = express.Router();
const { parse } = require('json2csv');
const {
checkCrudPermissions,
} = require('../middlewares/check-permissions');
router.use(checkCrudPermissions('transactions'));
/**
* @swagger
* components:
* schemas:
* Transactions:
* type: object
* properties:
* currency:
* type: string
* default: currency
* notes:
* type: string
* default: notes
* quantity:
* type: integer
* format: int64
* price:
* type: integer
* format: int64
* fees:
* type: integer
* format: int64
* taxes:
* type: integer
* format: int64
* total_amount:
* type: integer
* format: int64
*
*/
/**
* @swagger
* tags:
* name: Transactions
* description: The Transactions managing API
*/
/**
* @swagger
* /api/transactions:
* post:
* security:
* - bearerAuth: []
* tags: [Transactions]
* summary: Add new item
* description: Add new item
* requestBody:
* required: true
* content:
* application/json:
* schema:
* properties:
* data:
* description: Data of the updated item
* type: object
* $ref: "#/components/schemas/Transactions"
* responses:
* 200:
* description: The item was successfully added
* content:
* application/json:
* schema:
* $ref: "#/components/schemas/Transactions"
* 401:
* $ref: "#/components/responses/UnauthorizedError"
* 405:
* description: Invalid input data
* 500:
* description: Some server error
*/
router.post('/', wrapAsync(async (req, res) => {
const referer = req.headers.referer || `${req.protocol}://${req.hostname}${req.originalUrl}`;
const link = new URL(referer);
await TransactionsService.create(req.body.data, req.currentUser, true, link.host);
const payload = true;
res.status(200).send(payload);
}));
/**
* @swagger
* /api/budgets/bulk-import:
* post:
* security:
* - bearerAuth: []
* tags: [Transactions]
* summary: Bulk import items
* description: Bulk import items
* requestBody:
* required: true
* content:
* application/json:
* schema:
* properties:
* data:
* description: Data of the updated items
* type: array
* items:
* $ref: "#/components/schemas/Transactions"
* responses:
* 200:
* description: The items were successfully imported
* content:
* application/json:
* schema:
* $ref: "#/components/schemas/Transactions"
* 401:
* $ref: "#/components/responses/UnauthorizedError"
* 405:
* description: Invalid input data
* 500:
* description: Some server error
*
*/
router.post('/bulk-import', wrapAsync(async (req, res) => {
const referer = req.headers.referer || `${req.protocol}://${req.hostname}${req.originalUrl}`;
const link = new URL(referer);
await TransactionsService.bulkImport(req, res, true, link.host);
const payload = true;
res.status(200).send(payload);
}));
/**
* @swagger
* /api/transactions/{id}:
* put:
* security:
* - bearerAuth: []
* tags: [Transactions]
* summary: Update the data of the selected item
* description: Update the data of the selected item
* parameters:
* - in: path
* name: id
* description: Item ID to update
* required: true
* schema:
* type: string
* requestBody:
* description: Set new item data
* required: true
* content:
* application/json:
* schema:
* properties:
* id:
* description: ID of the updated item
* type: string
* data:
* description: Data of the updated item
* type: object
* $ref: "#/components/schemas/Transactions"
* required:
* - id
* responses:
* 200:
* description: The item data was successfully updated
* content:
* application/json:
* schema:
* $ref: "#/components/schemas/Transactions"
* 400:
* description: Invalid ID supplied
* 401:
* $ref: "#/components/responses/UnauthorizedError"
* 404:
* description: Item not found
* 500:
* description: Some server error
*/
router.put('/:id', wrapAsync(async (req, res) => {
await TransactionsService.update(req.body.data, req.body.id, req.currentUser);
const payload = true;
res.status(200).send(payload);
}));
/**
* @swagger
* /api/transactions/{id}:
* delete:
* security:
* - bearerAuth: []
* tags: [Transactions]
* summary: Delete the selected item
* description: Delete the selected item
* parameters:
* - in: path
* name: id
* description: Item ID to delete
* required: true
* schema:
* type: string
* responses:
* 200:
* description: The item was successfully deleted
* content:
* application/json:
* schema:
* $ref: "#/components/schemas/Transactions"
* 400:
* description: Invalid ID supplied
* 401:
* $ref: "#/components/responses/UnauthorizedError"
* 404:
* description: Item not found
* 500:
* description: Some server error
*/
router.delete('/:id', wrapAsync(async (req, res) => {
await TransactionsService.remove(req.params.id, req.currentUser);
const payload = true;
res.status(200).send(payload);
}));
/**
* @swagger
* /api/transactions/deleteByIds:
* post:
* security:
* - bearerAuth: []
* tags: [Transactions]
* summary: Delete the selected item list
* description: Delete the selected item list
* requestBody:
* required: true
* content:
* application/json:
* schema:
* properties:
* ids:
* description: IDs of the updated items
* type: array
* responses:
* 200:
* description: The items was successfully deleted
* content:
* application/json:
* schema:
* $ref: "#/components/schemas/Transactions"
* 401:
* $ref: "#/components/responses/UnauthorizedError"
* 404:
* description: Items not found
* 500:
* description: Some server error
*/
router.post('/deleteByIds', wrapAsync(async (req, res) => {
await TransactionsService.deleteByIds(req.body.data, req.currentUser);
const payload = true;
res.status(200).send(payload);
}));
/**
* @swagger
* /api/transactions:
* get:
* security:
* - bearerAuth: []
* tags: [Transactions]
* summary: Get all transactions
* description: Get all transactions
* responses:
* 200:
* description: Transactions list successfully received
* content:
* application/json:
* schema:
* type: array
* items:
* $ref: "#/components/schemas/Transactions"
* 401:
* $ref: "#/components/responses/UnauthorizedError"
* 404:
* description: Data not found
* 500:
* description: Some server error
*/
router.get('/', wrapAsync(async (req, res) => {
const filetype = req.query.filetype
const currentUser = req.currentUser;
const payload = await TransactionsDBApi.findAll(
req.query, { currentUser }
);
if (filetype && filetype === 'csv') {
const fields = ['id','currency','notes',
'quantity','price','fees','taxes','total_amount',
'trade_at',
];
const opts = { fields };
try {
const csv = parse(payload.rows, opts);
res.status(200).attachment(csv);
res.send(csv)
} catch (err) {
console.error(err);
}
} else {
res.status(200).send(payload);
}
}));
/**
* @swagger
* /api/transactions/count:
* get:
* security:
* - bearerAuth: []
* tags: [Transactions]
* summary: Count all transactions
* description: Count all transactions
* responses:
* 200:
* description: Transactions count successfully received
* content:
* application/json:
* schema:
* type: array
* items:
* $ref: "#/components/schemas/Transactions"
* 401:
* $ref: "#/components/responses/UnauthorizedError"
* 404:
* description: Data not found
* 500:
* description: Some server error
*/
router.get('/count', wrapAsync(async (req, res) => {
const currentUser = req.currentUser;
const payload = await TransactionsDBApi.findAll(
req.query,
null,
{ countOnly: true, currentUser }
);
res.status(200).send(payload);
}));
/**
* @swagger
* /api/transactions/autocomplete:
* get:
* security:
* - bearerAuth: []
* tags: [Transactions]
* summary: Find all transactions that match search criteria
* description: Find all transactions that match search criteria
* responses:
* 200:
* description: Transactions list successfully received
* content:
* application/json:
* schema:
* type: array
* items:
* $ref: "#/components/schemas/Transactions"
* 401:
* $ref: "#/components/responses/UnauthorizedError"
* 404:
* description: Data not found
* 500:
* description: Some server error
*/
router.get('/autocomplete', async (req, res) => {
const payload = await TransactionsDBApi.findAllAutocomplete(
req.query.query,
req.query.limit,
req.query.offset,
);
res.status(200).send(payload);
});
/**
* @swagger
* /api/transactions/{id}:
* get:
* security:
* - bearerAuth: []
* tags: [Transactions]
* summary: Get selected item
* description: Get selected item
* parameters:
* - in: path
* name: id
* description: ID of item to get
* required: true
* schema:
* type: string
* responses:
* 200:
* description: Selected item successfully received
* content:
* application/json:
* schema:
* $ref: "#/components/schemas/Transactions"
* 400:
* description: Invalid ID supplied
* 401:
* $ref: "#/components/responses/UnauthorizedError"
* 404:
* description: Item not found
* 500:
* description: Some server error
*/
router.get('/:id', wrapAsync(async (req, res) => {
const payload = await TransactionsDBApi.findBy(
{ id: req.params.id },
);
res.status(200).send(payload);
}));
router.use('/', require('../helpers').commonErrorHandler);
module.exports = router;

440
backend/src/routes/users.js Normal file
View File

@ -0,0 +1,440 @@
const express = require('express');
const UsersService = require('../services/users');
const UsersDBApi = require('../db/api/users');
const wrapAsync = require('../helpers').wrapAsync;
const router = express.Router();
const { parse } = require('json2csv');
const {
checkCrudPermissions,
} = require('../middlewares/check-permissions');
router.use(checkCrudPermissions('users'));
/**
* @swagger
* components:
* schemas:
* Users:
* type: object
* properties:
* firstName:
* type: string
* default: firstName
* lastName:
* type: string
* default: lastName
* phoneNumber:
* type: string
* default: phoneNumber
* email:
* type: string
* default: email
*/
/**
* @swagger
* tags:
* name: Users
* description: The Users managing API
*/
/**
* @swagger
* /api/users:
* post:
* security:
* - bearerAuth: []
* tags: [Users]
* summary: Add new item
* description: Add new item
* requestBody:
* required: true
* content:
* application/json:
* schema:
* properties:
* data:
* description: Data of the updated item
* type: object
* $ref: "#/components/schemas/Users"
* responses:
* 200:
* description: The item was successfully added
* content:
* application/json:
* schema:
* $ref: "#/components/schemas/Users"
* 401:
* $ref: "#/components/responses/UnauthorizedError"
* 405:
* description: Invalid input data
* 500:
* description: Some server error
*/
router.post('/', wrapAsync(async (req, res) => {
const referer = req.headers.referer || `${req.protocol}://${req.hostname}${req.originalUrl}`;
const link = new URL(referer);
await UsersService.create(req.body.data, req.currentUser, true, link.host);
const payload = true;
res.status(200).send(payload);
}));
/**
* @swagger
* /api/budgets/bulk-import:
* post:
* security:
* - bearerAuth: []
* tags: [Users]
* summary: Bulk import items
* description: Bulk import items
* requestBody:
* required: true
* content:
* application/json:
* schema:
* properties:
* data:
* description: Data of the updated items
* type: array
* items:
* $ref: "#/components/schemas/Users"
* responses:
* 200:
* description: The items were successfully imported
* content:
* application/json:
* schema:
* $ref: "#/components/schemas/Users"
* 401:
* $ref: "#/components/responses/UnauthorizedError"
* 405:
* description: Invalid input data
* 500:
* description: Some server error
*
*/
router.post('/bulk-import', wrapAsync(async (req, res) => {
const referer = req.headers.referer || `${req.protocol}://${req.hostname}${req.originalUrl}`;
const link = new URL(referer);
await UsersService.bulkImport(req, res, true, link.host);
const payload = true;
res.status(200).send(payload);
}));
/**
* @swagger
* /api/users/{id}:
* put:
* security:
* - bearerAuth: []
* tags: [Users]
* summary: Update the data of the selected item
* description: Update the data of the selected item
* parameters:
* - in: path
* name: id
* description: Item ID to update
* required: true
* schema:
* type: string
* requestBody:
* description: Set new item data
* required: true
* content:
* application/json:
* schema:
* properties:
* id:
* description: ID of the updated item
* type: string
* data:
* description: Data of the updated item
* type: object
* $ref: "#/components/schemas/Users"
* required:
* - id
* responses:
* 200:
* description: The item data was successfully updated
* content:
* application/json:
* schema:
* $ref: "#/components/schemas/Users"
* 400:
* description: Invalid ID supplied
* 401:
* $ref: "#/components/responses/UnauthorizedError"
* 404:
* description: Item not found
* 500:
* description: Some server error
*/
router.put('/:id', wrapAsync(async (req, res) => {
await UsersService.update(req.body.data, req.body.id, req.currentUser);
const payload = true;
res.status(200).send(payload);
}));
/**
* @swagger
* /api/users/{id}:
* delete:
* security:
* - bearerAuth: []
* tags: [Users]
* summary: Delete the selected item
* description: Delete the selected item
* parameters:
* - in: path
* name: id
* description: Item ID to delete
* required: true
* schema:
* type: string
* responses:
* 200:
* description: The item was successfully deleted
* content:
* application/json:
* schema:
* $ref: "#/components/schemas/Users"
* 400:
* description: Invalid ID supplied
* 401:
* $ref: "#/components/responses/UnauthorizedError"
* 404:
* description: Item not found
* 500:
* description: Some server error
*/
router.delete('/:id', wrapAsync(async (req, res) => {
await UsersService.remove(req.params.id, req.currentUser);
const payload = true;
res.status(200).send(payload);
}));
/**
* @swagger
* /api/users/deleteByIds:
* post:
* security:
* - bearerAuth: []
* tags: [Users]
* summary: Delete the selected item list
* description: Delete the selected item list
* requestBody:
* required: true
* content:
* application/json:
* schema:
* properties:
* ids:
* description: IDs of the updated items
* type: array
* responses:
* 200:
* description: The items was successfully deleted
* content:
* application/json:
* schema:
* $ref: "#/components/schemas/Users"
* 401:
* $ref: "#/components/responses/UnauthorizedError"
* 404:
* description: Items not found
* 500:
* description: Some server error
*/
router.post('/deleteByIds', wrapAsync(async (req, res) => {
await UsersService.deleteByIds(req.body.data, req.currentUser);
const payload = true;
res.status(200).send(payload);
}));
/**
* @swagger
* /api/users:
* get:
* security:
* - bearerAuth: []
* tags: [Users]
* summary: Get all users
* description: Get all users
* responses:
* 200:
* description: Users list successfully received
* content:
* application/json:
* schema:
* type: array
* items:
* $ref: "#/components/schemas/Users"
* 401:
* $ref: "#/components/responses/UnauthorizedError"
* 404:
* description: Data not found
* 500:
* description: Some server error
*/
router.get('/', wrapAsync(async (req, res) => {
const filetype = req.query.filetype
const currentUser = req.currentUser;
const payload = await UsersDBApi.findAll(
req.query, { currentUser }
);
if (filetype && filetype === 'csv') {
const fields = ['id','firstName','lastName','phoneNumber','email',
];
const opts = { fields };
try {
const csv = parse(payload.rows, opts);
res.status(200).attachment(csv);
res.send(csv)
} catch (err) {
console.error(err);
}
} else {
res.status(200).send(payload);
}
}));
/**
* @swagger
* /api/users/count:
* get:
* security:
* - bearerAuth: []
* tags: [Users]
* summary: Count all users
* description: Count all users
* responses:
* 200:
* description: Users count successfully received
* content:
* application/json:
* schema:
* type: array
* items:
* $ref: "#/components/schemas/Users"
* 401:
* $ref: "#/components/responses/UnauthorizedError"
* 404:
* description: Data not found
* 500:
* description: Some server error
*/
router.get('/count', wrapAsync(async (req, res) => {
const currentUser = req.currentUser;
const payload = await UsersDBApi.findAll(
req.query,
null,
{ countOnly: true, currentUser }
);
res.status(200).send(payload);
}));
/**
* @swagger
* /api/users/autocomplete:
* get:
* security:
* - bearerAuth: []
* tags: [Users]
* summary: Find all users that match search criteria
* description: Find all users that match search criteria
* responses:
* 200:
* description: Users list successfully received
* content:
* application/json:
* schema:
* type: array
* items:
* $ref: "#/components/schemas/Users"
* 401:
* $ref: "#/components/responses/UnauthorizedError"
* 404:
* description: Data not found
* 500:
* description: Some server error
*/
router.get('/autocomplete', async (req, res) => {
const payload = await UsersDBApi.findAllAutocomplete(
req.query.query,
req.query.limit,
req.query.offset,
);
res.status(200).send(payload);
});
/**
* @swagger
* /api/users/{id}:
* get:
* security:
* - bearerAuth: []
* tags: [Users]
* summary: Get selected item
* description: Get selected item
* parameters:
* - in: path
* name: id
* description: ID of item to get
* required: true
* schema:
* type: string
* responses:
* 200:
* description: Selected item successfully received
* content:
* application/json:
* schema:
* $ref: "#/components/schemas/Users"
* 400:
* description: Invalid ID supplied
* 401:
* $ref: "#/components/responses/UnauthorizedError"
* 404:
* description: Item not found
* 500:
* description: Some server error
*/
router.get('/:id', wrapAsync(async (req, res) => {
const payload = await UsersDBApi.findBy(
{ id: req.params.id },
);
delete payload.password;
res.status(200).send(payload);
}));
router.use('/', require('../helpers').commonErrorHandler);
module.exports = router;

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@ -0,0 +1,438 @@
const express = require('express');
const Watchlist_itemsService = require('../services/watchlist_items');
const Watchlist_itemsDBApi = require('../db/api/watchlist_items');
const wrapAsync = require('../helpers').wrapAsync;
const router = express.Router();
const { parse } = require('json2csv');
const {
checkCrudPermissions,
} = require('../middlewares/check-permissions');
router.use(checkCrudPermissions('watchlist_items'));
/**
* @swagger
* components:
* schemas:
* Watchlist_items:
* type: object
* properties:
* notes:
* type: string
* default: notes
* target_price:
* type: integer
* format: int64
* alert_above_price:
* type: integer
* format: int64
* alert_below_price:
* type: integer
* format: int64
*/
/**
* @swagger
* tags:
* name: Watchlist_items
* description: The Watchlist_items managing API
*/
/**
* @swagger
* /api/watchlist_items:
* post:
* security:
* - bearerAuth: []
* tags: [Watchlist_items]
* summary: Add new item
* description: Add new item
* requestBody:
* required: true
* content:
* application/json:
* schema:
* properties:
* data:
* description: Data of the updated item
* type: object
* $ref: "#/components/schemas/Watchlist_items"
* responses:
* 200:
* description: The item was successfully added
* content:
* application/json:
* schema:
* $ref: "#/components/schemas/Watchlist_items"
* 401:
* $ref: "#/components/responses/UnauthorizedError"
* 405:
* description: Invalid input data
* 500:
* description: Some server error
*/
router.post('/', wrapAsync(async (req, res) => {
const referer = req.headers.referer || `${req.protocol}://${req.hostname}${req.originalUrl}`;
const link = new URL(referer);
await Watchlist_itemsService.create(req.body.data, req.currentUser, true, link.host);
const payload = true;
res.status(200).send(payload);
}));
/**
* @swagger
* /api/budgets/bulk-import:
* post:
* security:
* - bearerAuth: []
* tags: [Watchlist_items]
* summary: Bulk import items
* description: Bulk import items
* requestBody:
* required: true
* content:
* application/json:
* schema:
* properties:
* data:
* description: Data of the updated items
* type: array
* items:
* $ref: "#/components/schemas/Watchlist_items"
* responses:
* 200:
* description: The items were successfully imported
* content:
* application/json:
* schema:
* $ref: "#/components/schemas/Watchlist_items"
* 401:
* $ref: "#/components/responses/UnauthorizedError"
* 405:
* description: Invalid input data
* 500:
* description: Some server error
*
*/
router.post('/bulk-import', wrapAsync(async (req, res) => {
const referer = req.headers.referer || `${req.protocol}://${req.hostname}${req.originalUrl}`;
const link = new URL(referer);
await Watchlist_itemsService.bulkImport(req, res, true, link.host);
const payload = true;
res.status(200).send(payload);
}));
/**
* @swagger
* /api/watchlist_items/{id}:
* put:
* security:
* - bearerAuth: []
* tags: [Watchlist_items]
* summary: Update the data of the selected item
* description: Update the data of the selected item
* parameters:
* - in: path
* name: id
* description: Item ID to update
* required: true
* schema:
* type: string
* requestBody:
* description: Set new item data
* required: true
* content:
* application/json:
* schema:
* properties:
* id:
* description: ID of the updated item
* type: string
* data:
* description: Data of the updated item
* type: object
* $ref: "#/components/schemas/Watchlist_items"
* required:
* - id
* responses:
* 200:
* description: The item data was successfully updated
* content:
* application/json:
* schema:
* $ref: "#/components/schemas/Watchlist_items"
* 400:
* description: Invalid ID supplied
* 401:
* $ref: "#/components/responses/UnauthorizedError"
* 404:
* description: Item not found
* 500:
* description: Some server error
*/
router.put('/:id', wrapAsync(async (req, res) => {
await Watchlist_itemsService.update(req.body.data, req.body.id, req.currentUser);
const payload = true;
res.status(200).send(payload);
}));
/**
* @swagger
* /api/watchlist_items/{id}:
* delete:
* security:
* - bearerAuth: []
* tags: [Watchlist_items]
* summary: Delete the selected item
* description: Delete the selected item
* parameters:
* - in: path
* name: id
* description: Item ID to delete
* required: true
* schema:
* type: string
* responses:
* 200:
* description: The item was successfully deleted
* content:
* application/json:
* schema:
* $ref: "#/components/schemas/Watchlist_items"
* 400:
* description: Invalid ID supplied
* 401:
* $ref: "#/components/responses/UnauthorizedError"
* 404:
* description: Item not found
* 500:
* description: Some server error
*/
router.delete('/:id', wrapAsync(async (req, res) => {
await Watchlist_itemsService.remove(req.params.id, req.currentUser);
const payload = true;
res.status(200).send(payload);
}));
/**
* @swagger
* /api/watchlist_items/deleteByIds:
* post:
* security:
* - bearerAuth: []
* tags: [Watchlist_items]
* summary: Delete the selected item list
* description: Delete the selected item list
* requestBody:
* required: true
* content:
* application/json:
* schema:
* properties:
* ids:
* description: IDs of the updated items
* type: array
* responses:
* 200:
* description: The items was successfully deleted
* content:
* application/json:
* schema:
* $ref: "#/components/schemas/Watchlist_items"
* 401:
* $ref: "#/components/responses/UnauthorizedError"
* 404:
* description: Items not found
* 500:
* description: Some server error
*/
router.post('/deleteByIds', wrapAsync(async (req, res) => {
await Watchlist_itemsService.deleteByIds(req.body.data, req.currentUser);
const payload = true;
res.status(200).send(payload);
}));
/**
* @swagger
* /api/watchlist_items:
* get:
* security:
* - bearerAuth: []
* tags: [Watchlist_items]
* summary: Get all watchlist_items
* description: Get all watchlist_items
* responses:
* 200:
* description: Watchlist_items list successfully received
* content:
* application/json:
* schema:
* type: array
* items:
* $ref: "#/components/schemas/Watchlist_items"
* 401:
* $ref: "#/components/responses/UnauthorizedError"
* 404:
* description: Data not found
* 500:
* description: Some server error
*/
router.get('/', wrapAsync(async (req, res) => {
const filetype = req.query.filetype
const currentUser = req.currentUser;
const payload = await Watchlist_itemsDBApi.findAll(
req.query, { currentUser }
);
if (filetype && filetype === 'csv') {
const fields = ['id','notes',
'target_price','alert_above_price','alert_below_price',
];
const opts = { fields };
try {
const csv = parse(payload.rows, opts);
res.status(200).attachment(csv);
res.send(csv)
} catch (err) {
console.error(err);
}
} else {
res.status(200).send(payload);
}
}));
/**
* @swagger
* /api/watchlist_items/count:
* get:
* security:
* - bearerAuth: []
* tags: [Watchlist_items]
* summary: Count all watchlist_items
* description: Count all watchlist_items
* responses:
* 200:
* description: Watchlist_items count successfully received
* content:
* application/json:
* schema:
* type: array
* items:
* $ref: "#/components/schemas/Watchlist_items"
* 401:
* $ref: "#/components/responses/UnauthorizedError"
* 404:
* description: Data not found
* 500:
* description: Some server error
*/
router.get('/count', wrapAsync(async (req, res) => {
const currentUser = req.currentUser;
const payload = await Watchlist_itemsDBApi.findAll(
req.query,
null,
{ countOnly: true, currentUser }
);
res.status(200).send(payload);
}));
/**
* @swagger
* /api/watchlist_items/autocomplete:
* get:
* security:
* - bearerAuth: []
* tags: [Watchlist_items]
* summary: Find all watchlist_items that match search criteria
* description: Find all watchlist_items that match search criteria
* responses:
* 200:
* description: Watchlist_items list successfully received
* content:
* application/json:
* schema:
* type: array
* items:
* $ref: "#/components/schemas/Watchlist_items"
* 401:
* $ref: "#/components/responses/UnauthorizedError"
* 404:
* description: Data not found
* 500:
* description: Some server error
*/
router.get('/autocomplete', async (req, res) => {
const payload = await Watchlist_itemsDBApi.findAllAutocomplete(
req.query.query,
req.query.limit,
req.query.offset,
);
res.status(200).send(payload);
});
/**
* @swagger
* /api/watchlist_items/{id}:
* get:
* security:
* - bearerAuth: []
* tags: [Watchlist_items]
* summary: Get selected item
* description: Get selected item
* parameters:
* - in: path
* name: id
* description: ID of item to get
* required: true
* schema:
* type: string
* responses:
* 200:
* description: Selected item successfully received
* content:
* application/json:
* schema:
* $ref: "#/components/schemas/Watchlist_items"
* 400:
* description: Invalid ID supplied
* 401:
* $ref: "#/components/responses/UnauthorizedError"
* 404:
* description: Item not found
* 500:
* description: Some server error
*/
router.get('/:id', wrapAsync(async (req, res) => {
const payload = await Watchlist_itemsDBApi.findBy(
{ id: req.params.id },
);
res.status(200).send(payload);
}));
router.use('/', require('../helpers').commonErrorHandler);
module.exports = router;

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const express = require('express');
const WatchlistsService = require('../services/watchlists');
const WatchlistsDBApi = require('../db/api/watchlists');
const wrapAsync = require('../helpers').wrapAsync;
const router = express.Router();
const { parse } = require('json2csv');
const {
checkCrudPermissions,
} = require('../middlewares/check-permissions');
router.use(checkCrudPermissions('watchlists'));
/**
* @swagger
* components:
* schemas:
* Watchlists:
* type: object
* properties:
* name:
* type: string
* default: name
* description:
* type: string
* default: description
*/
/**
* @swagger
* tags:
* name: Watchlists
* description: The Watchlists managing API
*/
/**
* @swagger
* /api/watchlists:
* post:
* security:
* - bearerAuth: []
* tags: [Watchlists]
* summary: Add new item
* description: Add new item
* requestBody:
* required: true
* content:
* application/json:
* schema:
* properties:
* data:
* description: Data of the updated item
* type: object
* $ref: "#/components/schemas/Watchlists"
* responses:
* 200:
* description: The item was successfully added
* content:
* application/json:
* schema:
* $ref: "#/components/schemas/Watchlists"
* 401:
* $ref: "#/components/responses/UnauthorizedError"
* 405:
* description: Invalid input data
* 500:
* description: Some server error
*/
router.post('/', wrapAsync(async (req, res) => {
const referer = req.headers.referer || `${req.protocol}://${req.hostname}${req.originalUrl}`;
const link = new URL(referer);
await WatchlistsService.create(req.body.data, req.currentUser, true, link.host);
const payload = true;
res.status(200).send(payload);
}));
/**
* @swagger
* /api/budgets/bulk-import:
* post:
* security:
* - bearerAuth: []
* tags: [Watchlists]
* summary: Bulk import items
* description: Bulk import items
* requestBody:
* required: true
* content:
* application/json:
* schema:
* properties:
* data:
* description: Data of the updated items
* type: array
* items:
* $ref: "#/components/schemas/Watchlists"
* responses:
* 200:
* description: The items were successfully imported
* content:
* application/json:
* schema:
* $ref: "#/components/schemas/Watchlists"
* 401:
* $ref: "#/components/responses/UnauthorizedError"
* 405:
* description: Invalid input data
* 500:
* description: Some server error
*
*/
router.post('/bulk-import', wrapAsync(async (req, res) => {
const referer = req.headers.referer || `${req.protocol}://${req.hostname}${req.originalUrl}`;
const link = new URL(referer);
await WatchlistsService.bulkImport(req, res, true, link.host);
const payload = true;
res.status(200).send(payload);
}));
/**
* @swagger
* /api/watchlists/{id}:
* put:
* security:
* - bearerAuth: []
* tags: [Watchlists]
* summary: Update the data of the selected item
* description: Update the data of the selected item
* parameters:
* - in: path
* name: id
* description: Item ID to update
* required: true
* schema:
* type: string
* requestBody:
* description: Set new item data
* required: true
* content:
* application/json:
* schema:
* properties:
* id:
* description: ID of the updated item
* type: string
* data:
* description: Data of the updated item
* type: object
* $ref: "#/components/schemas/Watchlists"
* required:
* - id
* responses:
* 200:
* description: The item data was successfully updated
* content:
* application/json:
* schema:
* $ref: "#/components/schemas/Watchlists"
* 400:
* description: Invalid ID supplied
* 401:
* $ref: "#/components/responses/UnauthorizedError"
* 404:
* description: Item not found
* 500:
* description: Some server error
*/
router.put('/:id', wrapAsync(async (req, res) => {
await WatchlistsService.update(req.body.data, req.body.id, req.currentUser);
const payload = true;
res.status(200).send(payload);
}));
/**
* @swagger
* /api/watchlists/{id}:
* delete:
* security:
* - bearerAuth: []
* tags: [Watchlists]
* summary: Delete the selected item
* description: Delete the selected item
* parameters:
* - in: path
* name: id
* description: Item ID to delete
* required: true
* schema:
* type: string
* responses:
* 200:
* description: The item was successfully deleted
* content:
* application/json:
* schema:
* $ref: "#/components/schemas/Watchlists"
* 400:
* description: Invalid ID supplied
* 401:
* $ref: "#/components/responses/UnauthorizedError"
* 404:
* description: Item not found
* 500:
* description: Some server error
*/
router.delete('/:id', wrapAsync(async (req, res) => {
await WatchlistsService.remove(req.params.id, req.currentUser);
const payload = true;
res.status(200).send(payload);
}));
/**
* @swagger
* /api/watchlists/deleteByIds:
* post:
* security:
* - bearerAuth: []
* tags: [Watchlists]
* summary: Delete the selected item list
* description: Delete the selected item list
* requestBody:
* required: true
* content:
* application/json:
* schema:
* properties:
* ids:
* description: IDs of the updated items
* type: array
* responses:
* 200:
* description: The items was successfully deleted
* content:
* application/json:
* schema:
* $ref: "#/components/schemas/Watchlists"
* 401:
* $ref: "#/components/responses/UnauthorizedError"
* 404:
* description: Items not found
* 500:
* description: Some server error
*/
router.post('/deleteByIds', wrapAsync(async (req, res) => {
await WatchlistsService.deleteByIds(req.body.data, req.currentUser);
const payload = true;
res.status(200).send(payload);
}));
/**
* @swagger
* /api/watchlists:
* get:
* security:
* - bearerAuth: []
* tags: [Watchlists]
* summary: Get all watchlists
* description: Get all watchlists
* responses:
* 200:
* description: Watchlists list successfully received
* content:
* application/json:
* schema:
* type: array
* items:
* $ref: "#/components/schemas/Watchlists"
* 401:
* $ref: "#/components/responses/UnauthorizedError"
* 404:
* description: Data not found
* 500:
* description: Some server error
*/
router.get('/', wrapAsync(async (req, res) => {
const filetype = req.query.filetype
const currentUser = req.currentUser;
const payload = await WatchlistsDBApi.findAll(
req.query, { currentUser }
);
if (filetype && filetype === 'csv') {
const fields = ['id','name','description',
];
const opts = { fields };
try {
const csv = parse(payload.rows, opts);
res.status(200).attachment(csv);
res.send(csv)
} catch (err) {
console.error(err);
}
} else {
res.status(200).send(payload);
}
}));
/**
* @swagger
* /api/watchlists/count:
* get:
* security:
* - bearerAuth: []
* tags: [Watchlists]
* summary: Count all watchlists
* description: Count all watchlists
* responses:
* 200:
* description: Watchlists count successfully received
* content:
* application/json:
* schema:
* type: array
* items:
* $ref: "#/components/schemas/Watchlists"
* 401:
* $ref: "#/components/responses/UnauthorizedError"
* 404:
* description: Data not found
* 500:
* description: Some server error
*/
router.get('/count', wrapAsync(async (req, res) => {
const currentUser = req.currentUser;
const payload = await WatchlistsDBApi.findAll(
req.query,
null,
{ countOnly: true, currentUser }
);
res.status(200).send(payload);
}));
/**
* @swagger
* /api/watchlists/autocomplete:
* get:
* security:
* - bearerAuth: []
* tags: [Watchlists]
* summary: Find all watchlists that match search criteria
* description: Find all watchlists that match search criteria
* responses:
* 200:
* description: Watchlists list successfully received
* content:
* application/json:
* schema:
* type: array
* items:
* $ref: "#/components/schemas/Watchlists"
* 401:
* $ref: "#/components/responses/UnauthorizedError"
* 404:
* description: Data not found
* 500:
* description: Some server error
*/
router.get('/autocomplete', async (req, res) => {
const payload = await WatchlistsDBApi.findAllAutocomplete(
req.query.query,
req.query.limit,
req.query.offset,
);
res.status(200).send(payload);
});
/**
* @swagger
* /api/watchlists/{id}:
* get:
* security:
* - bearerAuth: []
* tags: [Watchlists]
* summary: Get selected item
* description: Get selected item
* parameters:
* - in: path
* name: id
* description: ID of item to get
* required: true
* schema:
* type: string
* responses:
* 200:
* description: Selected item successfully received
* content:
* application/json:
* schema:
* $ref: "#/components/schemas/Watchlists"
* 400:
* description: Invalid ID supplied
* 401:
* $ref: "#/components/responses/UnauthorizedError"
* 404:
* description: Item not found
* 500:
* description: Some server error
*/
router.get('/:id', wrapAsync(async (req, res) => {
const payload = await WatchlistsDBApi.findBy(
{ id: req.params.id },
);
res.status(200).send(payload);
}));
router.use('/', require('../helpers').commonErrorHandler);
module.exports = router;

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const db = require('../db/models');
const Allocation_targetsDBApi = require('../db/api/allocation_targets');
const processFile = require("../middlewares/upload");
const ValidationError = require('./notifications/errors/validation');
const csv = require('csv-parser');
const axios = require('axios');
const config = require('../config');
const stream = require('stream');
module.exports = class Allocation_targetsService {
static async create(data, currentUser) {
const transaction = await db.sequelize.transaction();
try {
await Allocation_targetsDBApi.create(
data,
{
currentUser,
transaction,
},
);
await transaction.commit();
} catch (error) {
await transaction.rollback();
throw error;
}
};
static async bulkImport(req, res, sendInvitationEmails = true, host) {
const transaction = await db.sequelize.transaction();
try {
await processFile(req, res);
const bufferStream = new stream.PassThrough();
const results = [];
await bufferStream.end(Buffer.from(req.file.buffer, "utf-8")); // convert Buffer to Stream
await new Promise((resolve, reject) => {
bufferStream
.pipe(csv())
.on('data', (data) => results.push(data))
.on('end', async () => {
console.log('CSV results', results);
resolve();
})
.on('error', (error) => reject(error));
})
await Allocation_targetsDBApi.bulkImport(results, {
transaction,
ignoreDuplicates: true,
validate: true,
currentUser: req.currentUser
});
await transaction.commit();
} catch (error) {
await transaction.rollback();
throw error;
}
}
static async update(data, id, currentUser) {
const transaction = await db.sequelize.transaction();
try {
let allocation_targets = await Allocation_targetsDBApi.findBy(
{id},
{transaction},
);
if (!allocation_targets) {
throw new ValidationError(
'allocation_targetsNotFound',
);
}
const updatedAllocation_targets = await Allocation_targetsDBApi.update(
id,
data,
{
currentUser,
transaction,
},
);
await transaction.commit();
return updatedAllocation_targets;
} catch (error) {
await transaction.rollback();
throw error;
}
};
static async deleteByIds(ids, currentUser) {
const transaction = await db.sequelize.transaction();
try {
await Allocation_targetsDBApi.deleteByIds(ids, {
currentUser,
transaction,
});
await transaction.commit();
} catch (error) {
await transaction.rollback();
throw error;
}
}
static async remove(id, currentUser) {
const transaction = await db.sequelize.transaction();
try {
await Allocation_targetsDBApi.remove(
id,
{
currentUser,
transaction,
},
);
await transaction.commit();
} catch (error) {
await transaction.rollback();
throw error;
}
}
};

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const db = require('../db/models');
const Asset_categoriesDBApi = require('../db/api/asset_categories');
const processFile = require("../middlewares/upload");
const ValidationError = require('./notifications/errors/validation');
const csv = require('csv-parser');
const axios = require('axios');
const config = require('../config');
const stream = require('stream');
module.exports = class Asset_categoriesService {
static async create(data, currentUser) {
const transaction = await db.sequelize.transaction();
try {
await Asset_categoriesDBApi.create(
data,
{
currentUser,
transaction,
},
);
await transaction.commit();
} catch (error) {
await transaction.rollback();
throw error;
}
};
static async bulkImport(req, res, sendInvitationEmails = true, host) {
const transaction = await db.sequelize.transaction();
try {
await processFile(req, res);
const bufferStream = new stream.PassThrough();
const results = [];
await bufferStream.end(Buffer.from(req.file.buffer, "utf-8")); // convert Buffer to Stream
await new Promise((resolve, reject) => {
bufferStream
.pipe(csv())
.on('data', (data) => results.push(data))
.on('end', async () => {
console.log('CSV results', results);
resolve();
})
.on('error', (error) => reject(error));
})
await Asset_categoriesDBApi.bulkImport(results, {
transaction,
ignoreDuplicates: true,
validate: true,
currentUser: req.currentUser
});
await transaction.commit();
} catch (error) {
await transaction.rollback();
throw error;
}
}
static async update(data, id, currentUser) {
const transaction = await db.sequelize.transaction();
try {
let asset_categories = await Asset_categoriesDBApi.findBy(
{id},
{transaction},
);
if (!asset_categories) {
throw new ValidationError(
'asset_categoriesNotFound',
);
}
const updatedAsset_categories = await Asset_categoriesDBApi.update(
id,
data,
{
currentUser,
transaction,
},
);
await transaction.commit();
return updatedAsset_categories;
} catch (error) {
await transaction.rollback();
throw error;
}
};
static async deleteByIds(ids, currentUser) {
const transaction = await db.sequelize.transaction();
try {
await Asset_categoriesDBApi.deleteByIds(ids, {
currentUser,
transaction,
});
await transaction.commit();
} catch (error) {
await transaction.rollback();
throw error;
}
}
static async remove(id, currentUser) {
const transaction = await db.sequelize.transaction();
try {
await Asset_categoriesDBApi.remove(
id,
{
currentUser,
transaction,
},
);
await transaction.commit();
} catch (error) {
await transaction.rollback();
throw error;
}
}
};

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const UsersDBApi = require('../db/api/users');
const ValidationError = require('./notifications/errors/validation');
const ForbiddenError = require('./notifications/errors/forbidden');
const bcrypt = require('bcrypt');
const EmailAddressVerificationEmail = require('./email/list/addressVerification');
const InvitationEmail = require("./email/list/invitation");
const PasswordResetEmail = require('./email/list/passwordReset');
const EmailSender = require('./email');
const config = require('../config');
const helpers = require('../helpers');
class Auth {
static async signup(email, password, options = {}, host) {
const user = await UsersDBApi.findBy({email});
const hashedPassword = await bcrypt.hash(
password,
config.bcrypt.saltRounds,
);
if (user) {
if (user.authenticationUid) {
throw new ValidationError(
'auth.emailAlreadyInUse',
);
}
if (user.disabled) {
throw new ValidationError(
'auth.userDisabled',
);
}
await UsersDBApi.updatePassword(
user.id,
hashedPassword,
options,
);
if (EmailSender.isConfigured) {
await this.sendEmailAddressVerificationEmail(
user.email,
host,
);
}
const data = {
user: {
id: user.id,
email: user.email
}
};
return helpers.jwtSign(data);
}
const newUser = await UsersDBApi.createFromAuth(
{
firstName: email.split('@')[0],
password: hashedPassword,
email: email,
},
options,
);
if (EmailSender.isConfigured) {
await this.sendEmailAddressVerificationEmail(
newUser.email,
host,
);
}
const data = {
user: {
id: newUser.id,
email: newUser.email
}
};
return helpers.jwtSign(data);
}
static async signin(email, password, options = {}) {
const user = await UsersDBApi.findBy({email});
if (!user) {
throw new ValidationError(
'auth.userNotFound',
);
}
if (user.disabled) {
throw new ValidationError(
'auth.userDisabled',
);
}
if (!user.password) {
throw new ValidationError(
'auth.wrongPassword',
);
}
if (!EmailSender.isConfigured) {
user.emailVerified = true;
}
if (!user.emailVerified) {
throw new ValidationError(
'auth.userNotVerified',
);
}
const passwordsMatch = await bcrypt.compare(
password,
user.password,
);
if (!passwordsMatch) {
throw new ValidationError(
'auth.wrongPassword',
);
}
const data = {
user: {
id: user.id,
email: user.email
}
};
return helpers.jwtSign(data);
}
static async sendEmailAddressVerificationEmail(
email,
host,
) {
let link;
try {
const token = await UsersDBApi.generateEmailVerificationToken(
email,
);
link = `${host}/verify-email?token=${token}`;
} catch (error) {
console.error(error);
throw new ValidationError(
'auth.emailAddressVerificationEmail.error',
);
}
const emailAddressVerificationEmail = new EmailAddressVerificationEmail(
email,
link,
);
return new EmailSender(
emailAddressVerificationEmail,
).send();
}
static async sendPasswordResetEmail(email, type = 'register', host) {
let link;
try {
const token = await UsersDBApi.generatePasswordResetToken(
email,
);
link = `${host}/password-reset?token=${token}`;
} catch (error) {
console.error(error);
throw new ValidationError(
'auth.passwordReset.error',
);
}
let passwordResetEmail;
if (type === 'register') {
passwordResetEmail = new PasswordResetEmail(
email,
link,
);
}
if (type === 'invitation') {
passwordResetEmail = new InvitationEmail(
email,
link,
);
}
return new EmailSender(passwordResetEmail).send();
}
static async verifyEmail(token, options = {}) {
const user = await UsersDBApi.findByEmailVerificationToken(
token,
options,
);
if (!user) {
throw new ValidationError(
'auth.emailAddressVerificationEmail.invalidToken',
);
}
return UsersDBApi.markEmailVerified(
user.id,
options,
);
}
static async passwordUpdate(currentPassword, newPassword, options) {
const currentUser = options.currentUser || null;
if (!currentUser) {
throw new ForbiddenError();
}
const currentPasswordMatch = await bcrypt.compare(
currentPassword,
currentUser.password,
);
if (!currentPasswordMatch) {
throw new ValidationError(
'auth.wrongPassword'
)
}
const newPasswordMatch = await bcrypt.compare(
newPassword,
currentUser.password,
);
if (newPasswordMatch) {
throw new ValidationError(
'auth.passwordUpdate.samePassword'
)
}
const hashedPassword = await bcrypt.hash(
newPassword,
config.bcrypt.saltRounds,
);
return UsersDBApi.updatePassword(
currentUser.id,
hashedPassword,
options,
);
}
static async passwordReset(
token,
password,
options = {},
) {
const user = await UsersDBApi.findByPasswordResetToken(
token,
options,
);
if (!user) {
throw new ValidationError(
'auth.passwordReset.invalidToken',
);
}
const hashedPassword = await bcrypt.hash(
password,
config.bcrypt.saltRounds,
);
return UsersDBApi.updatePassword(
user.id,
hashedPassword,
options,
);
}
static async updateProfile(data, currentUser) {
let transaction = await db.sequelize.transaction();
try {
await UsersDBApi.findBy(
{id: currentUser.id},
{transaction},
);
await UsersDBApi.update(
currentUser.id,
data,
{
currentUser,
transaction
},
);
await transaction.commit();
} catch (error) {
await transaction.rollback();
throw error;
}
}
}
module.exports = Auth;

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const db = require('../db/models');
const Broker_accountsDBApi = require('../db/api/broker_accounts');
const processFile = require("../middlewares/upload");
const ValidationError = require('./notifications/errors/validation');
const csv = require('csv-parser');
const axios = require('axios');
const config = require('../config');
const stream = require('stream');
module.exports = class Broker_accountsService {
static async create(data, currentUser) {
const transaction = await db.sequelize.transaction();
try {
await Broker_accountsDBApi.create(
data,
{
currentUser,
transaction,
},
);
await transaction.commit();
} catch (error) {
await transaction.rollback();
throw error;
}
};
static async bulkImport(req, res, sendInvitationEmails = true, host) {
const transaction = await db.sequelize.transaction();
try {
await processFile(req, res);
const bufferStream = new stream.PassThrough();
const results = [];
await bufferStream.end(Buffer.from(req.file.buffer, "utf-8")); // convert Buffer to Stream
await new Promise((resolve, reject) => {
bufferStream
.pipe(csv())
.on('data', (data) => results.push(data))
.on('end', async () => {
console.log('CSV results', results);
resolve();
})
.on('error', (error) => reject(error));
})
await Broker_accountsDBApi.bulkImport(results, {
transaction,
ignoreDuplicates: true,
validate: true,
currentUser: req.currentUser
});
await transaction.commit();
} catch (error) {
await transaction.rollback();
throw error;
}
}
static async update(data, id, currentUser) {
const transaction = await db.sequelize.transaction();
try {
let broker_accounts = await Broker_accountsDBApi.findBy(
{id},
{transaction},
);
if (!broker_accounts) {
throw new ValidationError(
'broker_accountsNotFound',
);
}
const updatedBroker_accounts = await Broker_accountsDBApi.update(
id,
data,
{
currentUser,
transaction,
},
);
await transaction.commit();
return updatedBroker_accounts;
} catch (error) {
await transaction.rollback();
throw error;
}
};
static async deleteByIds(ids, currentUser) {
const transaction = await db.sequelize.transaction();
try {
await Broker_accountsDBApi.deleteByIds(ids, {
currentUser,
transaction,
});
await transaction.commit();
} catch (error) {
await transaction.rollback();
throw error;
}
}
static async remove(id, currentUser) {
const transaction = await db.sequelize.transaction();
try {
await Broker_accountsDBApi.remove(
id,
{
currentUser,
transaction,
},
);
await transaction.commit();
} catch (error) {
await transaction.rollback();
throw error;
}
}
};

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const db = require('../db/models');
const Dividend_eventsDBApi = require('../db/api/dividend_events');
const processFile = require("../middlewares/upload");
const ValidationError = require('./notifications/errors/validation');
const csv = require('csv-parser');
const axios = require('axios');
const config = require('../config');
const stream = require('stream');
module.exports = class Dividend_eventsService {
static async create(data, currentUser) {
const transaction = await db.sequelize.transaction();
try {
await Dividend_eventsDBApi.create(
data,
{
currentUser,
transaction,
},
);
await transaction.commit();
} catch (error) {
await transaction.rollback();
throw error;
}
};
static async bulkImport(req, res, sendInvitationEmails = true, host) {
const transaction = await db.sequelize.transaction();
try {
await processFile(req, res);
const bufferStream = new stream.PassThrough();
const results = [];
await bufferStream.end(Buffer.from(req.file.buffer, "utf-8")); // convert Buffer to Stream
await new Promise((resolve, reject) => {
bufferStream
.pipe(csv())
.on('data', (data) => results.push(data))
.on('end', async () => {
console.log('CSV results', results);
resolve();
})
.on('error', (error) => reject(error));
})
await Dividend_eventsDBApi.bulkImport(results, {
transaction,
ignoreDuplicates: true,
validate: true,
currentUser: req.currentUser
});
await transaction.commit();
} catch (error) {
await transaction.rollback();
throw error;
}
}
static async update(data, id, currentUser) {
const transaction = await db.sequelize.transaction();
try {
let dividend_events = await Dividend_eventsDBApi.findBy(
{id},
{transaction},
);
if (!dividend_events) {
throw new ValidationError(
'dividend_eventsNotFound',
);
}
const updatedDividend_events = await Dividend_eventsDBApi.update(
id,
data,
{
currentUser,
transaction,
},
);
await transaction.commit();
return updatedDividend_events;
} catch (error) {
await transaction.rollback();
throw error;
}
};
static async deleteByIds(ids, currentUser) {
const transaction = await db.sequelize.transaction();
try {
await Dividend_eventsDBApi.deleteByIds(ids, {
currentUser,
transaction,
});
await transaction.commit();
} catch (error) {
await transaction.rollback();
throw error;
}
}
static async remove(id, currentUser) {
const transaction = await db.sequelize.transaction();
try {
await Dividend_eventsDBApi.remove(
id,
{
currentUser,
transaction,
},
);
await transaction.commit();
} catch (error) {
await transaction.rollback();
throw error;
}
}
};

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<!DOCTYPE html>
<html>
<head>
<style>
.email-container {
max-width: 600px;
margin: auto;
background-color: #ffffff;
border: 1px solid #e2e8f0;
border-radius: 4px;
overflow: hidden;
}
.email-header {
background-color: #3498db;
color: #fff;
padding: 16px;
text-align: center;
}
.email-body {
padding: 16px;
}
.email-footer {
padding: 16px;
background-color: #f7fafc;
text-align: center;
color: #4a5568;
font-size: 14px;
}
.link-primary {
color: #3498db;
text-decoration: none;
}
</style>
</head>
<body>
<div class="email-container">
<div class="email-header">
Verify your email for {appTitle}!
</div>
<div class="email-body">
<p>Hello,</p>
<p>Follow this link to verify your email address.</p>
<p>If you didn't ask to verify this address, you can ignore this email.</p>
<p><a href="{signupUrl}" class="link-primary">{signupUrl}</a></p>
</div>
<div class="email-footer">
Thanks,<br/>
The {appTitle} Team
</div>
</div>
</body>
</html>

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<!DOCTYPE html>
<html>
<head>
<style>
.email-container {
max-width: 600px;
margin: auto;
background-color: #ffffff;
border: 1px solid #e2e8f0;
border-radius: 4px;
overflow: hidden;
}
.email-header {
background-color: #3498db;
color: #fff;
padding: 16px;
text-align: center;
}
.email-body {
padding: 16px;
}
.email-footer {
padding: 16px;
background-color: #f7fafc;
text-align: center;
color: #4a5568;
font-size: 14px;
}
.btn-primary {
background-color: #3498db;
color: #fff!important;
padding: 8px 16px;
border-radius: 4px;
text-decoration: none;
display: inline-block;
}
</style>
</head>
<body>
<div class="email-container">
<div class="email-header">
Welcome to {appTitle}!
</div>
<div class="email-body">
<p>Hello,</p>
<p>You've been invited to join {appTitle}. Please click the button below to set up your account.</p>
<a href="{signupUrl}" class="btn-primary">Set up account</a>
</div>
<div class="email-footer">
Thanks,<br/>
The {appTitle} Team
</div>
</div>
</body>
</html>

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@ -0,0 +1,52 @@
<!DOCTYPE html>
<html>
<head>
<style>
.email-container {
max-width: 600px;
margin: auto;
background-color: #ffffff;
border: 1px solid #e2e8f0;
border-radius: 4px;
overflow: hidden;
}
.email-header {
background-color: #3498db;
color: #fff;
padding: 16px;
text-align: center;
}
.email-body {
padding: 16px;
}
.email-footer {
padding: 16px;
background-color: #f7fafc;
text-align: center;
color: #4a5568;
font-size: 14px;
}
.link-primary {
color: #3498db;
text-decoration: none;
}
</style>
</head>
<body>
<div class="email-container">
<div class="email-header">
Reset your password for {appTitle}
</div>
<div class="email-body">
<p>Hello,</p>
<p>Follow this link to reset your {appTitle} password for your {accountName} account.</p>
<p><a href="{resetUrl}" class="link-primary">{resetUrl}</a></p>
<p>If you didn't ask to reset your password, you can ignore this email.</p>
</div>
<div class="email-footer">
Thanks,<br/>
The {appTitle} Team
</div>
</div>
</body>
</html>

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const config = require('../../config');
const assert = require('assert');
const nodemailer = require('nodemailer');
module.exports = class EmailSender {
constructor(email) {
this.email = email;
}
async send() {
assert(this.email, 'email is required');
assert(this.email.to, 'email.to is required');
assert(this.email.subject, 'email.subject is required');
assert(this.email.html, 'email.html is required');
const htmlContent = await this.email.html();
const transporter = nodemailer.createTransport(this.transportConfig);
const mailOptions = {
from: this.from,
to: this.email.to,
subject: this.email.subject,
html: htmlContent,
headers: {
'X-SES-CONFIGURATION-SET': 'flatlogic-app',
},
};
return transporter.sendMail(mailOptions);
}
static get isConfigured() {
return !!config.email?.auth?.pass && !!config.email?.auth?.user;
}
get transportConfig() {
return config.email;
}
get from() {
return config.email.from;
}
};

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@ -0,0 +1,38 @@
const { getNotification } = require('../../notifications/helpers');
const fs = require('fs').promises;
const path = require('path');
module.exports = class EmailAddressVerificationEmail {
constructor(to, link) {
this.to = to;
this.link = link;
}
get subject() {
return getNotification(
'emails.emailAddressVerification.subject',
getNotification('app.title'),
);
}
async html() {
try {
const templatePath = path.join(__dirname, '../../email/htmlTemplates/addressVerification/emailAddressVerification.html');
const template = await fs.readFile(templatePath, 'utf8');
const appTitle = getNotification('app.title');
const signupUrl = this.link;
let html = template.replace(/{appTitle}/g, appTitle)
.replace(/{signupUrl}/g, signupUrl)
.replace(/{to}/g, this.to);
return html;
} catch (error) {
console.error('Error generating invitation email HTML:', error);
throw error;
}
}
};

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const fs = require('fs').promises;
const path = require('path');
const { getNotification } = require('../../notifications/helpers');
module.exports = class InvitationEmail {
constructor(to, host) {
this.to = to;
this.host = host;
}
get subject() {
return getNotification(
'emails.invitation.subject',
getNotification('app.title'),
);
}
async html() {
try {
const templatePath = path.join(__dirname, '../../email/htmlTemplates/invitation/invitationTemplate.html');
const template = await fs.readFile(templatePath, 'utf8');
const appTitle = getNotification('app.title');
const signupUrl = `${this.host}&invitation=true`;
let html = template.replace(/{appTitle}/g, appTitle)
.replace(/{signupUrl}/g, signupUrl)
.replace(/{to}/g, this.to);
return html;
} catch (error) {
console.error('Error generating invitation email HTML:', error);
throw error;
}
}
};

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