saksh-wallet/SakshBudgetManagement.js

A Node.js library for managing user wallets, including functionalities for crediting, debiting, and converting currencies, as well as retrieving balances and transaction reports.

const Transaction = require('./models/Transaction');
const Budget = require('./models/Budget');




class SakshBudgetManagement {
    constructor(budgetModel = Budget, transactionModel = Transaction) {
        this.Budget = budgetModel;
        this.Transaction = transactionModel;
    }
    async sakshSetBudget(userId, category, amount, period) {


 


        const startDate = new Date();
        let endDate;
        if (period === 'daily') {
            endDate = new Date(startDate);
            endDate.setDate(startDate.getDate() + 1);
        } else if (period === 'weekly') {
            endDate = new Date(startDate);
            endDate.setDate(startDate.getDate() + 7);
        } else if (period === 'monthly') {
            endDate = new Date(startDate);
            endDate.setMonth(startDate.getMonth() + 1);
        }

        // Check for overlapping budgets
        const overlappingBudget = await this.Budget.findOne({
            userId,
            category,
            period,
            $or: [
                { startDate: { $lte: endDate }, endDate: { $gte: startDate } }
            ]
        });

        if (overlappingBudget) {
            throw new Error('A budget for this category and period already exists.');
        }

        const budget = new this.Budget({ userId, category, amount, period, startDate, endDate });
        await budget.save();
    } async sakshAdjustBudget(userId, category, newAmount) {
        const budget = await this.Budget.findOne({ userId, category });
        if (budget) {
            budget.history.push({ amount: budget.amount, date: new Date() });
            budget.amount = newAmount;
            await budget.save();
        }
    }



    async sakshCheckBudget(userId, category, amount) {
        const user = await this.User.findOne({ userId });
        if (user && user.budgetEnabled === false) {
            return; // Skip budget check if budget is disabled for the user
        }

        const budgets = await this.Budget.find({ userId, category });

        for (const budget of budgets) {
            const spent = await this.Transaction.aggregate([
                { $match: { userId, category, date: { $gte: budget.startDate, $lte: budget.endDate } } },
                { $group: { _id: null, total: { $sum: '$amount' } } }
            ]);

            if (spent.length > 0 && spent[0].total + amount > budget.amount) {
                this.emit('budgetExceeded', {
                    userId,
                    category,
                    amountSpent: spent[0].total + amount,
                    budgetAmount: budget.amount
                });
                throw new Error('Budget exceeded');
            }
        }
    }





    async sakshGetBudgetStatus(userId, category) {
        const budgets = await this.Budget.find({ userId, category });
        const budgetStatus = [];

        for (const budget of budgets) {
            const spent = await this.Transaction.aggregate([
                { $match: { userId, category, date: { $gte: budget.startDate, $lte: budget.endDate } } },
                { $group: { _id: null, total: { $sum: '$amount' } } }
            ]);

            const totalSpent = spent.length > 0 ? spent[0].total : 0;
            const availableBudget = budget.amount - totalSpent;

            budgetStatus.push({
                category: budget.category,
                totalBudget: budget.amount,
                totalSpent,
                availableBudget,
                period: budget.period,
                startDate: budget.startDate,
                endDate: budget.endDate
            });
        }

        return budgetStatus;
    }





    async sakshToggleBudget(userId, enable) {
        const user = await this.User.findOne({ userId });
        if (user) {
            user.budgetEnabled = enable;
            await user.save();
        }
    }



}

module.exports = SakshBudgetManagement;