feature: auto pay for customers (#15)

* feature: auto-pay wip

* set some jobs active

* auto pay now works

* fix icon

cmd/fun-banking/main.go

@@ -1,9 +1,16 @@
 package main
 
 import (
+	"fmt"
+	"time"
+
 	"github.com/bytebury/fun-banking/internal/api"
+	"github.com/bytebury/fun-banking/internal/domain"
 	"github.com/bytebury/fun-banking/internal/infrastructure/persistence"
+	"github.com/bytebury/fun-banking/internal/service"
 	"github.com/joho/godotenv"
+	"github.com/robfig/cron/v3"
+	"gorm.io/gorm"
 )
 
 func main() {
@@ -12,5 +19,41 @@ func main() {
 	}
 	persistence.Connect()
 	persistence.RunMigrations()
+
+	// Cron Jobs
+	c := cron.New()
+
+	// Every day at midnight
+	c.AddFunc("0 0 * * *", func() {
+		fulfillAutoPay()
+	})
+
+	c.Start()
+
 	api.Start()
 }
+
+func fulfillAutoPay() {
+	persistence.DB.Transaction(func(tx *gorm.DB) error {
+		var autoPays []domain.AutoPay
+
+		persistence.DB.
+			Where("active = 1").
+			Where("strftime('%Y-%m-%d', next_run_date) <= ?", time.Now().Format("2006-01-02")).
+			Find(&autoPays)
+
+		if len(autoPays) == 0 {
+			return nil
+		}
+
+		transactionService := service.NewTransactionService()
+
+		for _, autoPay := range autoPays {
+			if err := transactionService.AutoPay(autoPay); err != nil {
+				fmt.Println("Error! Auto Pay failed...")
+			}
+		}
+
+		return nil
+	})
+}

go.mod

@@ -34,6 +34,7 @@ require (
 	github.com/modern-go/reflect2 v1.0.2 // indirect
 	github.com/pelletier/go-toml/v2 v2.2.2 // indirect
 	github.com/plutov/paypal/v4 v4.10.1
+	github.com/robfig/cron/v3 v3.0.1
 	github.com/twitchyliquid64/golang-asm v0.15.1 // indirect
 	github.com/ugorji/go/codec v1.2.12 // indirect
 	github.com/yuin/goldmark v1.7.4

go.sum

@@ -63,6 +63,8 @@ github.com/plutov/paypal/v4 v4.10.1 h1:2eyhpnvRIXWDwiglfajk5TpFFYyF5tKEc3lCXgkcw
 github.com/plutov/paypal/v4 v4.10.1/go.mod h1:uvznSL1/ZG53kMklaW/sc/X0UjAJ3e1tw9ExvLi6kiI=
 github.com/pmezard/go-difflib v1.0.0 h1:4DBwDE0NGyQoBHbLQYPwSUPoCMWR5BEzIk/f1lZbAQM=
 github.com/pmezard/go-difflib v1.0.0/go.mod h1:iKH77koFhYxTK1pcRnkKkqfTogsbg7gZNVY4sRDYZ/4=
+github.com/robfig/cron/v3 v3.0.1 h1:WdRxkvbJztn8LMz/QEvLN5sBU+xKpSqwwUO1Pjr4qDs=
+github.com/robfig/cron/v3 v3.0.1/go.mod h1:eQICP3HwyT7UooqI/z+Ov+PtYAWygg1TEWWzGIFLtro=
 github.com/stretchr/objx v0.1.0/go.mod h1:HFkY916IF+rwdDfMAkV7OtwuqBVzrE8GR6GFx+wExME=
 github.com/stretchr/objx v0.4.0/go.mod h1:YvHI0jy2hoMjB+UWwv71VJQ9isScKT/TqJzVSSt89Yw=
 github.com/stretchr/objx v0.5.0/go.mod h1:Yh+to48EsGEfYuaHDzXPcE3xhTkx73EhmCGUpEOglKo=

internal/api/handler/account_handler.go

@@ -16,6 +16,7 @@ import (
 type accountHandler struct {
 	pageObject
 	Account            domain.Account
+	AutoPays           []domain.AutoPay
 	PagingInfo         pagination.PagingInfo[domain.Transaction]
 	StatementPeriod    string
 	LastTwelveMonths   [][]string
@@ -28,6 +29,7 @@ type accountHandler struct {
 func NewAccountHandler() accountHandler {
 	return accountHandler{
 		Account:            domain.Account{},
+		AutoPays:           []domain.AutoPay{},
 		PagingInfo:         pagination.PagingInfo[domain.Transaction]{},
 		StatementPeriod:    "",
 		LastTwelveMonths:   make([][]string, 0),

internal/api/handler/auto_pay_handler.go

@@ -0,0 +1,104 @@
+package handler
+
+import (
+	"net/http"
+	"strconv"
+	"time"
+
+	"github.com/bytebury/fun-banking/internal/domain"
+	"github.com/bytebury/fun-banking/internal/infrastructure/persistence"
+	"github.com/gin-gonic/gin"
+)
+
+func (h accountHandler) OpenAutoPayModal(c *gin.Context) {
+	h.Reset(c)
+
+	yesterday := time.Now().Format("2006-01-02")
+
+	h.ModalType = "create_auto_pay"
+	h.Form.Data["min_date"] = yesterday
+
+	if err := h.accountService.FindByID(c.Param("id"), &h.Account); err != nil {
+		c.HTML(http.StatusNotFound, "not-found", nil)
+		return
+	}
+
+	c.HTML(http.StatusOK, "modal", h)
+}
+
+func (h accountHandler) AutoPay(c *gin.Context) {
+	h.Reset(c)
+
+	if err := h.accountService.FindByID(c.Param("id"), &h.Account); err != nil {
+		c.HTML(http.StatusNotFound, "not-found", nil)
+		return
+	}
+
+	persistence.DB.Find(&h.AutoPays, "account_id = ?", c.Param("id"))
+
+	c.HTML(http.StatusOK, "auto_pay.html", h)
+}
+
+func (h accountHandler) CreateAutoPay(c *gin.Context) {
+	h.Reset(c)
+	h.ModalType = "create_auto_pay"
+
+	startDate, startDateErr := time.Parse("2006-01-02", h.Form.Data["start_date"])
+	amount, amountErr := strconv.ParseFloat(h.Form.Data["amount"], 64)
+	accountId, _ := strconv.Atoi(c.Param("id"))
+
+	if startDateErr != nil {
+		h.Form.Errors["start_date"] = "You provided an invalid start date"
+		c.HTML(http.StatusUnprocessableEntity, "create_auto_pay_form.html", h)
+		return
+	}
+
+	if amountErr != nil {
+		h.Form.Errors["amount"] = "Invalid value for amount"
+		c.HTML(http.StatusUnprocessableEntity, "create_auto_pay_form.html", h)
+		return
+	}
+
+	if h.Form.Data["type"] == "withdraw" {
+		amount *= -1
+	}
+
+	autoPay := domain.AutoPay{
+		Cadence:     h.Form.Data["cadence"],
+		StartDate:   startDate,
+		NextRunDate: startDate,
+		Amount:      amount,
+		Description: h.Form.Data["description"],
+		AccountID:   accountId,
+		Active:      true,
+	}
+
+	// TODO: Move to service
+	if err := persistence.DB.Create(&autoPay).Error; err != nil {
+		h.Form.Errors["general"] = "Something went wrong creating your Auto Pay Rule"
+		c.HTML(http.StatusUnprocessableEntity, "create_auto_pay_form.html", h)
+		return
+	}
+
+	persistence.DB.Find(&h.AutoPays, "account_id = ?", c.Param("id"))
+	h.accountService.FindByID(c.Param("id"), &h.Account)
+
+	c.Header("HX-Trigger", "closeModal")
+	c.HTML(http.StatusOK, "auto_pay_oob.html", h)
+}
+
+func (h accountHandler) UpdateAutoPay(c *gin.Context) {
+	h.Reset(c)
+
+	var autoPay domain.AutoPay
+	if err := persistence.DB.First(&autoPay, "id = ?", c.Param("auto_pay_id")).Error; err != nil {
+		c.HTML(http.StatusNotFound, "not-found", h)
+		return
+	}
+
+	persistence.DB.Model(&autoPay).Select("Active").Updates(domain.AutoPay{Active: h.Form.Data["checked"] == "on"})
+	persistence.DB.Find(&h.AutoPays, "account_id = ?", c.Param("id"))
+	h.accountService.FindByID(c.Param("id"), &h.Account)
+
+	c.HTML(http.StatusOK, "auto_pay_oob.html", h)
+}

internal/api/routes.go

@@ -32,6 +32,7 @@ func Start() {
 		"mul":      func(a, b int) int { return a * b },
 		"mulfloat": func(a, b float64) float64 { return a * b },
 		"datetime": func(dateTime time.Time) string { return dateTime.Format("January 02, 2006 at 3:04 PM") },
+		"date":     func(date time.Time) string { return date.Format("January 02, 2006") },
 	})
 	// Load Templates
 	router.LoadHTMLGlob("templates/**/*")
@@ -155,7 +156,11 @@ func setupAccountRoutes() {
 		PUT(":id/withdraw-or-deposit", middleware.AnyAuth(), account.WithdrawOrDeposit).
 		GET(":id/send-money", middleware.AnyAuth(), account.OpenSendMoneyModal).
 		PUT(":id/send-money", middleware.AnyAuth(), account.SendMoney).
-		GET(":id/statements", middleware.AnyAuth(), account.Statements)
+		GET(":id/statements", middleware.AnyAuth(), account.Statements).
+		POST(":id/auto-pay", middleware.UserAuth(), account.OpenAutoPayModal).
+		GET(":id/auto-pay", middleware.UserAuth(), account.AutoPay).
+		PUT(":id/auto-pay", middleware.UserAuth(), account.CreateAutoPay).
+		PATCH(":id/auto-pay/:auto_pay_id", middleware.UserAuth(), account.UpdateAutoPay)
 }
 
 func setupTransactionRoutes() {

internal/domain/auto_pay.go

@@ -0,0 +1,15 @@
+package domain
+
+import "time"
+
+type AutoPay struct {
+	Audit
+	Cadence     string    `gorm:"not null; default:day"`
+	StartDate   time.Time `gorm:"not null"`
+	NextRunDate time.Time `gorm:"not null"`
+	Amount      float64   `gorm:"not null; default:0.00; type:decimal(50,2)"`
+	Description string    `gorm:"not null; size:255"`
+	AccountID   int       `gorm:"not null"`
+	Account     Account   `gorm:"foreignKey:AccountID; constraint:OnDelete:CASCADE"`
+	Active      bool      `gorm:"not null;default:true"`
+}

internal/infrastructure/persistence/database.go

@@ -29,6 +29,7 @@ func RunMigrations() {
 	DB.AutoMigrate(&domain.Transaction{})
 	DB.AutoMigrate(&domain.Announcement{})
 	DB.AutoMigrate(&domain.Subscription{})
+	DB.AutoMigrate(&domain.AutoPay{})
 
 	log.Println("🟢 successfully ran the migrations")
 }

internal/service/transaction_service.go

@@ -4,6 +4,7 @@ import (
 	"errors"
 	"fmt"
 	"strconv"
+	"time"
 
 	"github.com/bytebury/fun-banking/internal/domain"
 	"github.com/bytebury/fun-banking/internal/infrastructure/persistence"
@@ -21,6 +22,7 @@ type TransactionService interface {
 	Update(id, userID, status string) error
 	SendMoney(fromAccount domain.Account, recipient domain.Customer, transaction *domain.Transaction) error
 	BulkTransfer(customerIDs []string, transaction *domain.Transaction) error
+	AutoPay(autoPay domain.AutoPay) error
 }
 
 type transactionService struct {
@@ -35,6 +37,42 @@ func NewTransactionService() TransactionService {
 	}
 }
 
+func (ts transactionService) AutoPay(autoPay domain.AutoPay) error {
+	return persistence.DB.Transaction(func(tx *gorm.DB) error {
+		var account domain.Account
+		if err := persistence.DB.
+			Preload("Customer").
+			Preload("Customer.Bank").
+			First(&account, "id = ?", autoPay.AccountID).Error; err != nil {
+			return err
+		}
+
+		transaction := domain.Transaction{
+			AccountID:   autoPay.AccountID,
+			Amount:      autoPay.Amount,
+			Description: autoPay.Description,
+			UserID:      &account.Customer.Bank.UserID,
+		}
+
+		if err := ts.Create(&transaction); err != nil {
+			return err
+		}
+
+		nextRunDate := time.Now()
+
+		switch autoPay.Cadence {
+		case "day":
+			nextRunDate = nextRunDate.AddDate(0, 0, 1)
+		case "week":
+			nextRunDate = nextRunDate.AddDate(0, 0, 7)
+		case "month":
+			nextRunDate = nextRunDate.AddDate(0, 1, 0)
+		}
+
+		return persistence.DB.Model(&autoPay).Select("NextRunDate").Updates(domain.AutoPay{NextRunDate: nextRunDate}).Error
+	})
+}
+
 func (ts transactionService) Create(transaction *domain.Transaction) error {
 	return persistence.DB.Transaction(func(tx *gorm.DB) error {
 		defer func() {

public/styles.css

@@ -143,6 +143,7 @@ textarea,
 input[type="text"],
 input[type="number"],
 input[type="password"],
+input[type="date"],
 input[type="search"],
 input[type="email"] {
   border-width: 1px;
@@ -151,6 +152,14 @@ input[type="email"] {
   width: 100%;
 }
 
+input[type="date"] {
+  color: var(--default);
+}
+
+:root[theme="dark"] input[type="date"]::-webkit-calendar-picker-indicator {
+  filter: invert(1);
+}
+
 button[type="submit"] {
   font-weight: 900;
   color: white;

templates/accounts/account.html

@@ -66,6 +66,28 @@ <h1 id="account-balance" class="font-extrabold text-2xl leading-1">
             </a>
           </li>
           {{ if .SignedIn }}
+          <li>
+            <a
+              href="/accounts/{{ .Account.ID }}/auto-pay"
+              class="flex items-center gap-1 link-hover font-semibold"
+            >
+              <svg
+                xmlns="http://www.w3.org/2000/svg"
+                fill="none"
+                viewBox="0 0 24 24"
+                stroke-width="1.5"
+                stroke="currentColor"
+                class="size-5"
+              >
+                <path
+                  stroke-linecap="round"
+                  stroke-linejoin="round"
+                  d="M16.023 9.348h4.992v-.001M2.985 19.644v-4.992m0 0h4.992m-4.993 0 3.181 3.183a8.25 8.25 0 0 0 13.803-3.7M4.031 9.865a8.25 8.25 0 0 1 13.803-3.7l3.181 3.182m0-4.991v4.99"
+                />
+              </svg>
+              Auto Payments
+            </a>
+          </li>
           <li>
             <button
               id="open-settings"