Files
jarca-ledger-mcp/jarca_ledger_mcp/application/accounts_write_services.py
T

56 lines
3.1 KiB
Python

from __future__ import annotations
from .shared import *
def create_ledger_account(name: str, type: str = "bank", institution: str = "", currency: str = "KRW", active: bool = True, memo: str = "", account_number_masked: str = "", holder_name: str = "", last_balance: int | None = None, last_synced_at: str = "", statement_status: str = "unknown", liquidity_bucket: str = "other", db_path: str | None = None) -> dict[str, Any]:
if not name.strip():
return fail("validation_error", "account name is required")
if type not in VALID_ACCOUNT_TYPES:
return fail("validation_error", f"type must be one of {sorted(VALID_ACCOUNT_TYPES)}")
try:
statement_status_norm = normalize_statement_status(statement_status)
liquidity_bucket_norm = normalize_liquidity_bucket(liquidity_bucket)
except Exception as e:
return fail("validation_error", str(e))
ts = now_iso(); account_id = new_id("acct")
with db(db_path) as conn:
conn.execute("""INSERT INTO accounts(id,name,type,institution,currency,active,memo,account_number_masked,holder_name,last_balance,last_synced_at,statement_status,liquidity_bucket,created_at,updated_at)
VALUES(?,?,?,?,?,?,?,?,?,?,?,?,?,?,?)""", (account_id, name.strip(), type, institution, currency, int(active), memo, account_number_masked, holder_name, last_balance, last_synced_at, statement_status_norm, liquidity_bucket_norm, ts, ts))
row = conn.execute("SELECT * FROM accounts WHERE id=?", (account_id,)).fetchone()
return ok(account=row_to_dict(row))
def update_ledger_account(account_id: str, db_path: str | None = None, **fields: Any) -> dict[str, Any]:
allowed = {"name", "type", "institution", "currency", "active", "memo", "account_number_masked", "holder_name", "last_balance", "last_synced_at", "statement_status", "liquidity_bucket"}
updates: list[str] = []
params: list[Any] = []
for k, v in fields.items():
if k not in allowed or v is None:
continue
try:
if k == "type" and v not in VALID_ACCOUNT_TYPES:
return fail("validation_error", f"type must be one of {sorted(VALID_ACCOUNT_TYPES)}")
if k == "statement_status":
v = normalize_statement_status(str(v))
if k == "liquidity_bucket":
v = normalize_liquidity_bucket(str(v))
if k == "active":
v = int(bool(v))
if k == "last_balance" and v != "":
v = int(v)
except Exception as e:
return fail("validation_error", str(e))
updates.append(f"{k}=?")
params.append(v)
if not updates:
return fail("validation_error", "no fields to update")
updates.append("updated_at=?")
params.extend([now_iso(), account_id])
with db(db_path) as conn:
cur = conn.execute(f"UPDATE accounts SET {', '.join(updates)} WHERE id=?", params)
if cur.rowcount == 0:
return fail("not_found", "account not found")
row = conn.execute("SELECT * FROM accounts WHERE id=?", (account_id,)).fetchone()
return ok(account=row_to_dict(row))