popertots
f4a6033715
Add CleanupExpiredFinancialRecords to enforce HMRC + Limitation Act compliance (7-year retention, 1-year post-anonymization buffer). - financial_aggregates table: monthly totals by payment method/type (no PII) - CleanupExpiredFinancialRecords(): aggregates expired payments/refunds, deletes granular records, idempotent via ON CONFLICT DO UPDATE - Wired into GET /api/availability alongside existing cleanup functions - 8 tests: 7yr expiry, 1yr buffer, 9yr override, aggregation totals, idempotency, active user protection, both-thresholds elapsed, refunds - testdb.go: financial_aggregates in drop-order and truncate lists - README + Technical Manual updated
583 lines
20 KiB
Go
583 lines
20 KiB
Go
package scheduling
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import (
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"context"
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"encoding/json"
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"fmt"
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"log"
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"net/http"
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"time"
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"crussell/db"
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"crussell/internal/validators"
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"crussell/mw"
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"github.com/go-chi/chi/v5"
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"github.com/jackc/pgx/v5"
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"github.com/robfig/cron/v3"
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)
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// --- Types ---
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type TimeBlocker struct {
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ID string `json:"id"`
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StartTime time.Time `json:"start_time"`
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DurationMinutes int `json:"duration_minutes"`
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Description string `json:"description,omitempty"`
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CronExpression *string `json:"cron_expression,omitempty"`
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CreatedAt time.Time `json:"created_at"`
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CreatedBy *string `json:"created_by,omitempty"`
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}
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type CreateTimeBlockerRequest struct {
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StartTime time.Time `json:"start_time" validate:"required"`
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DurationMinutes int `json:"duration_minutes" validate:"required,gt=0"`
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Description string `json:"description,omitempty" validate:"omitempty,max=500"`
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CronExpression *string `json:"cron_expression,omitempty" validate:"omitempty,max=500"`
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}
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// --- List Time Blockers ---
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// GET /api/admin/time-blockers
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// Returns:
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// - Future one-off blockers (cron_expression IS NULL AND start_time >= now)
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// - ALL recurring blockers (cron_expression IS NOT NULL)
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func ListTimeBlockers(w http.ResponseWriter, r *http.Request) {
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// Optional date range filtering
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startStr := r.URL.Query().Get("start")
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endStr := r.URL.Query().Get("end")
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var rows pgx.Rows
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var err error
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if startStr != "" && endStr != "" {
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// Filter by date range
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ukLocation, _ := time.LoadLocation("Europe/London")
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start, err1 := time.ParseInLocation("2006-01-02", startStr, ukLocation)
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end, err2 := time.ParseInLocation("2006-01-02", endStr, ukLocation)
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if err1 != nil || err2 != nil {
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http.Error(w, "invalid date format, expected YYYY-MM-DD", http.StatusBadRequest)
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return
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}
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start = time.Date(start.Year(), start.Month(), start.Day(), 0, 0, 0, 0, ukLocation)
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end = time.Date(end.Year(), end.Month(), end.Day(), 23, 59, 59, 999999999, ukLocation)
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// Get one-off blockers in range + ALL recurring blockers
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rows, err = db.DB.Query(r.Context(), `
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SELECT id, start_time, duration_minutes, description, cron_expression, created_at, created_by
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FROM time_blockers
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WHERE (cron_expression IS NULL AND start_time >= $1 AND start_time <= $2)
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OR (cron_expression IS NOT NULL)
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ORDER BY
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CASE WHEN cron_expression IS NULL THEN 0 ELSE 1 END,
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start_time DESC
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`, start, end)
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} else {
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// Get future one-off blockers + ALL recurring blockers
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now := time.Now()
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rows, err = db.DB.Query(r.Context(), `
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SELECT id, start_time, duration_minutes, description, cron_expression, created_at, created_by
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FROM time_blockers
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WHERE (cron_expression IS NULL AND start_time >= $1)
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OR (cron_expression IS NOT NULL)
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ORDER BY
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CASE WHEN cron_expression IS NULL THEN 0 ELSE 1 END,
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start_time DESC
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LIMIT 100
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`, now)
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}
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if err != nil {
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http.Error(w, "failed to fetch time blockers", http.StatusInternalServerError)
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return
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}
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defer rows.Close()
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var blockers []TimeBlocker
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for rows.Next() {
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var b TimeBlocker
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if err := rows.Scan(&b.ID, &b.StartTime, &b.DurationMinutes, &b.Description, &b.CronExpression, &b.CreatedAt, &b.CreatedBy); err != nil {
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http.Error(w, "failed to scan time blocker", http.StatusInternalServerError)
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return
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}
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blockers = append(blockers, b)
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}
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if err := rows.Err(); err != nil {
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http.Error(w, "error iterating time blockers", http.StatusInternalServerError)
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return
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}
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if blockers == nil {
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blockers = []TimeBlocker{}
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}
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w.Header().Set("Content-Type", "application/json")
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json.NewEncoder(w).Encode(blockers)
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}
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// --- Create Time Blocker ---
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// POST /api/admin/time-blockers
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func CreateTimeBlocker(w http.ResponseWriter, r *http.Request) {
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var req CreateTimeBlockerRequest
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if err := json.NewDecoder(r.Body).Decode(&req); err != nil {
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http.Error(w, "invalid JSON: "+err.Error(), http.StatusBadRequest)
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return
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}
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if err := validators.Validate.Struct(&req); err != nil {
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http.Error(w, err.Error(), http.StatusBadRequest)
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return
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}
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// Validate required fields
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if req.StartTime.IsZero() {
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http.Error(w, "start_time is required", http.StatusBadRequest)
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return
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}
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if req.DurationMinutes <= 0 {
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http.Error(w, "duration_minutes must be greater than 0", http.StatusBadRequest)
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return
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}
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// Get admin user ID from context
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var createdBy *string
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if userID, ok := r.Context().Value(mw.UserIDKey).(string); ok {
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createdBy = &userID
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}
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// Insert the time blocker
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var blocker TimeBlocker
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err := db.DB.QueryRow(r.Context(), `
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INSERT INTO time_blockers (start_time, duration_minutes, description, cron_expression, created_by)
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VALUES ($1, $2, $3, $4, $5)
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RETURNING id, start_time, duration_minutes, description, cron_expression, created_at, created_by
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`, req.StartTime, req.DurationMinutes, req.Description, req.CronExpression, createdBy).Scan(
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&blocker.ID, &blocker.StartTime, &blocker.DurationMinutes, &blocker.Description,
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&blocker.CronExpression, &blocker.CreatedAt, &blocker.CreatedBy,
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)
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if err != nil {
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http.Error(w, "failed to create time blocker", http.StatusInternalServerError)
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return
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}
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w.Header().Set("Content-Type", "application/json")
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w.WriteHeader(http.StatusCreated)
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json.NewEncoder(w).Encode(blocker)
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}
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// --- Delete Time Blocker ---
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// DELETE /api/admin/time-blockers/{id}
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func DeleteTimeBlocker(w http.ResponseWriter, r *http.Request) {
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id := chi.URLParam(r, "id")
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if id == "" || !validators.IsValidID(id) {
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http.Error(w, "time blocker not found", http.StatusNotFound)
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return
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}
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result, err := db.DB.Exec(r.Context(), `
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DELETE FROM time_blockers WHERE id = $1
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`, id)
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if err != nil {
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http.Error(w, "failed to delete time blocker", http.StatusInternalServerError)
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return
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}
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rowsAffected := result.RowsAffected()
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if rowsAffected == 0 {
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http.Error(w, "time blocker not found", http.StatusNotFound)
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return
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}
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w.WriteHeader(http.StatusNoContent)
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}
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// --- Helper: Get Time Blockers in Range ---
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// --- Helper: Get Time Blockers in Range ---
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// Returns blockers for the given date range, expanded for recurring blockers
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// Used by GetAvailableHours to subtract blocked time from available slots
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func GetTimeBlockersInRange(ctx context.Context, start, end time.Time) ([]TimeBlocker, error) {
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// Get one-off blockers in range
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rows, err := db.DB.Query(ctx, `
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SELECT id, start_time, duration_minutes, description, cron_expression, created_at, created_by
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FROM time_blockers
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WHERE cron_expression IS NULL
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AND description NOT LIKE 'RESERVATION:%'
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AND start_time >= $1 AND start_time <= $2
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ORDER BY start_time
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`, start, end)
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if err != nil {
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return nil, err
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}
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defer rows.Close()
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var blockers []TimeBlocker
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for rows.Next() {
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var b TimeBlocker
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if err := rows.Scan(&b.ID, &b.StartTime, &b.DurationMinutes, &b.Description, &b.CronExpression, &b.CreatedAt, &b.CreatedBy); err != nil {
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return nil, err
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}
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blockers = append(blockers, b)
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}
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rows.Close()
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// Get ALL recurring blockers and expand them
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recurringRows, err := db.DB.Query(ctx, `
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SELECT id, start_time, duration_minutes, description, cron_expression, created_at, created_by
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FROM time_blockers
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WHERE cron_expression IS NOT NULL
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`)
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if err != nil {
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return nil, err
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}
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defer recurringRows.Close()
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for recurringRows.Next() {
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var b TimeBlocker
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if err := recurringRows.Scan(&b.ID, &b.StartTime, &b.DurationMinutes, &b.Description, &b.CronExpression, &b.CreatedAt, &b.CreatedBy); err != nil {
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return nil, err
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}
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// Expand recurring blocker to occurrences within range
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occurrences := expandCronOccurrences(b, start, end)
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blockers = append(blockers, occurrences...)
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}
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return blockers, nil
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}
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// expandCronOccurrences expands a recurring blocker to all occurrences within a date range
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// The cron expression defines the pattern, and the blocker's start_time provides the time-of-day
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func expandCronOccurrences(blocker TimeBlocker, rangeStart, rangeEnd time.Time) []TimeBlocker {
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if blocker.CronExpression == nil {
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return nil
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}
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parser := cron.NewParser(cron.Minute | cron.Hour | cron.Dom | cron.Month | cron.Dow)
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schedule, err := parser.Parse(*blocker.CronExpression)
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if err != nil {
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log.Printf("Invalid cron expression '%s': %v", *blocker.CronExpression, err)
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return nil
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}
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// Get the time-of-day from the blocker's start_time
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blockerHour := blocker.StartTime.Hour()
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blockerMinute := blocker.StartTime.Minute()
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// Use UK timezone for expansion
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ukLocation, _ := time.LoadLocation("Europe/London")
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var occurrences []TimeBlocker
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// Start from the beginning of the range
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current := time.Date(rangeStart.Year(), rangeStart.Month(), rangeStart.Day(), blockerHour, blockerMinute, 0, 0, ukLocation)
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// Find the first occurrence on or after rangeStart
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firstNext := schedule.Next(current.Add(-time.Second))
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if firstNext.Before(rangeStart) {
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current = schedule.Next(firstNext)
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} else {
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current = firstNext
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}
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// Collect all occurrences within the range
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for current.Before(rangeEnd) || current.Equal(rangeEnd) {
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// Create a new blocker instance for this occurrence
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occurrence := TimeBlocker{
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ID: blocker.ID,
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StartTime: current,
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DurationMinutes: blocker.DurationMinutes,
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Description: blocker.Description,
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CronExpression: blocker.CronExpression,
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CreatedAt: blocker.CreatedAt,
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CreatedBy: blocker.CreatedBy,
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}
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occurrences = append(occurrences, occurrence)
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// Get next occurrence
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next := schedule.Next(current)
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if next.Equal(current) {
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break // Prevent infinite loop if schedule isn't advancing
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}
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current = next
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}
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return occurrences
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}
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// --- Helper: Check Time Blocker Overlap ---
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// Returns (hasOverlap, blockerDescription, error)
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// Used by booking handlers to check for blocker conflicts
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func CheckTimeBlockerOverlap(ctx context.Context, startTime, endTime time.Time) (bool, string, error) {
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// Get all blockers in an expanded range that could overlap
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// We need to look further back because recurring blockers could span multiple periods
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searchStart := startTime.AddDate(0, -1, 0) // Look back 1 month for recurring patterns
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searchEnd := endTime
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blockers, err := GetTimeBlockersInRange(ctx, searchStart, searchEnd)
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if err != nil {
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return false, "", err
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}
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// Check each blocker (one-off or expanded recurring) for overlap
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for _, blocker := range blockers {
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blockerEnd := blocker.StartTime.Add(time.Duration(blocker.DurationMinutes) * time.Minute)
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// Check if the booking overlaps with the blocker
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// Overlap condition: booking_start < blocker_end AND booking_end > blocker_start
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if startTime.Before(blockerEnd) && endTime.After(blocker.StartTime) {
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desc := blocker.Description
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if desc == "" {
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desc = "Time blocked"
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}
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if blocker.CronExpression != nil {
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desc = fmt.Sprintf("%s (recurring: %s)", desc, *blocker.CronExpression)
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}
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return true, desc, nil
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}
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}
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return false, "", nil
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}
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// CleanupOldReservations deletes expired reservations:
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// - Logged-in (RESERVATION:user): older than 1 hour
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// - Anonymous (RESERVATION:anon): older than 10 minutes
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// - Admin walk-in (RESERVATION:admin:walkin:%): older than 15 minutes
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// - Admin call-in (RESERVATION:admin:callin:%): older than 15 minutes
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func CleanupOldReservations(ctx context.Context) error {
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oneHourAgo := time.Now().Add(-1 * time.Hour)
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tenMinutesAgo := time.Now().Add(-10 * time.Minute)
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fifteenMinutesAgo := time.Now().Add(-15 * time.Minute)
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twentyFourHoursAgo := time.Now().Add(-24 * time.Hour)
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_, err := db.DB.Exec(ctx, `
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DELETE FROM time_blockers
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WHERE (description LIKE 'RESERVATION:user:%' AND created_at < $1)
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OR (description LIKE 'RESERVATION:anon:%' AND created_at < $2)
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OR (description LIKE 'RESERVATION:admin:walkin:%' AND created_at < $3)
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OR (description LIKE 'RESERVATION:admin:callin:%' AND created_at < $3)
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OR (description LIKE 'RESERVATION:edit_request:%' AND created_at < $4)
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`, oneHourAgo, tenMinutesAgo, fifteenMinutesAgo, twentyFourHoursAgo)
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return err
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}
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// AnonymizeStaleGuestAccounts anonymizes personal data for guest accounts
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// whose last booking was more than 6 months ago (UK GDPR storage limitation).
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// Financial records (bookings, payments) remain intact — only PII is scrubbed.
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// Active/pending bookings are excluded so the salon can still contact the guest.
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func AnonymizeStaleGuestAccounts(ctx context.Context) error {
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_, err := db.DB.Exec(ctx, `
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UPDATE users SET
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n_first_name = 'Guest',
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n_last_name = 'Anonymized',
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email = 'anon-' || id || '@anon.invalid',
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phone = '000000000000',
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date_of_birth = '1900-01-01',
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profile_pic_url = NULL,
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referral_code = NULL,
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notes = NULL,
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data_retention_consent = FALSE,
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updated_at = NOW()
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WHERE account_role = 'guest'
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AND id NOT IN (
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SELECT user_id FROM bookings WHERE status IN ('pending', 'confirmed')
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)
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AND id IN (
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SELECT user_id
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FROM bookings
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WHERE user_id IS NOT NULL
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GROUP BY user_id
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HAVING MAX(start_time) < NOW() - INTERVAL '6 months'
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)
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`)
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if err != nil {
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return err
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}
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// Anonymize patch test records for stale guests (medical-adjacent PII)
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_, err = db.DB.Exec(ctx, `
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UPDATE user_patch_tests SET user_id = NULL
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WHERE user_id IN (
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SELECT id FROM users
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WHERE account_role = 'guest'
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AND n_first_name = 'Guest'
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AND n_last_name = 'Anonymized'
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)
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`)
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if err != nil {
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return err
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}
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// Anonymize referral relationships for stale guests
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_, err = db.DB.Exec(ctx, `
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UPDATE user_referrals SET referrer_id = NULL
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WHERE referrer_id IN (
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SELECT id FROM users
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WHERE account_role = 'guest'
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AND n_first_name = 'Guest'
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AND n_last_name = 'Anonymized'
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)
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`)
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if err != nil {
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return err
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}
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_, err = db.DB.Exec(ctx, `
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UPDATE user_referrals SET referred_id = NULL
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WHERE referred_id IN (
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SELECT id FROM users
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WHERE account_role = 'guest'
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AND n_first_name = 'Guest'
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AND n_last_name = 'Anonymized'
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)
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`)
|
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if err != nil {
|
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return err
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}
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|
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// Anonymize admin notification references for stale guests
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_, err = db.DB.Exec(ctx, `
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UPDATE admin_notifications SET user_id = NULL
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WHERE user_id IN (
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SELECT id FROM users
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WHERE account_role = 'guest'
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AND n_first_name = 'Guest'
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AND n_last_name = 'Anonymized'
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)
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`)
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return err
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}
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|
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func CleanupExpiredLoyaltyRedemptions(ctx context.Context) error {
|
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_, err := db.DB.Exec(ctx, `
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DELETE FROM loyalty_redemptions
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WHERE status = 'pending'
|
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AND expires_at < NOW()
|
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`)
|
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return err
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}
|
|
|
|
// CleanupExpiredFinancialRecords deletes granular payment/refund records whose
|
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// retention period has expired and replaces them with monthly aggregates.
|
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//
|
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// Retention: MAX(p.created_at + 7 years, user_anonymized_at + 1 year)
|
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// - Walk-in records (no user): 7 years from payment creation
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// - Active users: 7 years from payment creation
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// - Anonymized users: 7 years from payment creation AND 1 year since anonymization
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//
|
|
// The function is idempotent — running it twice produces the same result.
|
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func CleanupExpiredFinancialRecords(ctx context.Context) error {
|
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tx, err := db.DB.Begin(ctx)
|
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if err != nil {
|
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return fmt.Errorf("failed to begin transaction: %w", err)
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}
|
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defer tx.Rollback(ctx)
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|
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_, err = tx.Exec(ctx, `
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INSERT INTO financial_aggregates (month, total_payments, total_square_fees, total_cash, total_online, total_in_person, total_discounts, total_giftcard, total_tips, total_deposits, total_balances, total_partials, booking_count)
|
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SELECT
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DATE_TRUNC('month', p.created_at)::date AS month,
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COALESCE(SUM(p.amount), 0) AS total_payments,
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COALESCE(SUM(p.fees), 0) AS total_square_fees,
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COALESCE(SUM(p.amount) FILTER (WHERE p.payment_method = 'cash'), 0) AS total_cash,
|
|
COALESCE(SUM(p.amount) FILTER (WHERE p.payment_method = 'online_square'), 0) AS total_online,
|
|
COALESCE(SUM(p.amount) FILTER (WHERE p.payment_method = 'in_person_card'), 0) AS total_in_person,
|
|
COALESCE(SUM(p.amount) FILTER (WHERE p.payment_method = 'discount'), 0) AS total_discounts,
|
|
COALESCE(SUM(p.amount) FILTER (WHERE p.payment_method = 'giftcard'), 0) AS total_giftcard,
|
|
COALESCE(SUM(p.amount) FILTER (WHERE p.payment_type = 'tip'), 0) AS total_tips,
|
|
COALESCE(SUM(p.amount) FILTER (WHERE p.payment_type = 'deposit'), 0) AS total_deposits,
|
|
COALESCE(SUM(p.amount) FILTER (WHERE p.payment_type = 'balance'), 0) AS total_balances,
|
|
COALESCE(SUM(p.amount) FILTER (WHERE p.payment_type = 'partial'), 0) AS total_partials,
|
|
COALESCE(COUNT(DISTINCT p.booking_id), 0) AS booking_count
|
|
FROM payments p
|
|
LEFT JOIN bookings b ON p.booking_id = b.id
|
|
LEFT JOIN users u ON b.user_id = u.id
|
|
WHERE p.created_at < NOW() - INTERVAL '7 years'
|
|
AND (
|
|
b.user_id IS NULL
|
|
OR u.id IS NULL
|
|
OR NOT (u.account_role = 'guest' AND (u.email LIKE 'anon-%@anon.invalid' OR u.email LIKE 'deleted+%@deleted.invalid'))
|
|
OR u.updated_at < NOW() - INTERVAL '1 year'
|
|
)
|
|
GROUP BY DATE_TRUNC('month', p.created_at)::date
|
|
ON CONFLICT (month) DO UPDATE SET
|
|
total_payments = financial_aggregates.total_payments + EXCLUDED.total_payments,
|
|
total_square_fees = financial_aggregates.total_square_fees + EXCLUDED.total_square_fees,
|
|
total_cash = financial_aggregates.total_cash + EXCLUDED.total_cash,
|
|
total_online = financial_aggregates.total_online + EXCLUDED.total_online,
|
|
total_in_person = financial_aggregates.total_in_person + EXCLUDED.total_in_person,
|
|
total_discounts = financial_aggregates.total_discounts + EXCLUDED.total_discounts,
|
|
total_giftcard = financial_aggregates.total_giftcard + EXCLUDED.total_giftcard,
|
|
total_tips = financial_aggregates.total_tips + EXCLUDED.total_tips,
|
|
total_deposits = financial_aggregates.total_deposits + EXCLUDED.total_deposits,
|
|
total_balances = financial_aggregates.total_balances + EXCLUDED.total_balances,
|
|
total_partials = financial_aggregates.total_partials + EXCLUDED.total_partials,
|
|
booking_count = financial_aggregates.booking_count + EXCLUDED.booking_count
|
|
`)
|
|
if err != nil {
|
|
return fmt.Errorf("failed to aggregate expired payments: %w", err)
|
|
}
|
|
|
|
_, err = tx.Exec(ctx, `
|
|
INSERT INTO financial_aggregates (month, total_refunds)
|
|
SELECT
|
|
DATE_TRUNC('month', r.created_at)::date AS month,
|
|
COALESCE(SUM(r.amount), 0) AS total_refunds
|
|
FROM refunds r
|
|
JOIN payments p ON r.payment_id = p.id
|
|
LEFT JOIN bookings b ON p.booking_id = b.id
|
|
LEFT JOIN users u ON b.user_id = u.id
|
|
WHERE p.created_at < NOW() - INTERVAL '7 years'
|
|
AND (
|
|
b.user_id IS NULL
|
|
OR u.id IS NULL
|
|
OR NOT (u.account_role = 'guest' AND (u.email LIKE 'anon-%@anon.invalid' OR u.email LIKE 'deleted+%@deleted.invalid'))
|
|
OR u.updated_at < NOW() - INTERVAL '1 year'
|
|
)
|
|
GROUP BY DATE_TRUNC('month', r.created_at)::date
|
|
ON CONFLICT (month) DO UPDATE SET
|
|
total_refunds = financial_aggregates.total_refunds + EXCLUDED.total_refunds
|
|
`)
|
|
if err != nil {
|
|
return fmt.Errorf("failed to aggregate expired refunds: %w", err)
|
|
}
|
|
|
|
_, err = tx.Exec(ctx, `
|
|
DELETE FROM payments p
|
|
USING bookings b
|
|
LEFT JOIN users u ON b.user_id = u.id
|
|
WHERE p.booking_id = b.id
|
|
AND p.created_at < NOW() - INTERVAL '7 years'
|
|
AND (
|
|
b.user_id IS NULL
|
|
OR u.id IS NULL
|
|
OR NOT (u.account_role = 'guest' AND (u.email LIKE 'anon-%@anon.invalid' OR u.email LIKE 'deleted+%@deleted.invalid'))
|
|
OR u.updated_at < NOW() - INTERVAL '1 year'
|
|
)
|
|
`)
|
|
if err != nil {
|
|
return fmt.Errorf("failed to delete expired payments: %w", err)
|
|
}
|
|
|
|
_, err = tx.Exec(ctx, `
|
|
DELETE FROM refunds r
|
|
USING payments p
|
|
LEFT JOIN bookings b ON p.booking_id = b.id
|
|
LEFT JOIN users u ON b.user_id = u.id
|
|
WHERE r.payment_id = p.id
|
|
AND p.created_at < NOW() - INTERVAL '7 years'
|
|
AND (
|
|
b.user_id IS NULL
|
|
OR u.id IS NULL
|
|
OR NOT (u.account_role = 'guest' AND (u.email LIKE 'anon-%@anon.invalid' OR u.email LIKE 'deleted+%@deleted.invalid'))
|
|
OR u.updated_at < NOW() - INTERVAL '1 year'
|
|
)
|
|
`)
|
|
if err != nil {
|
|
return fmt.Errorf("failed to delete expired refunds: %w", err)
|
|
}
|
|
|
|
return tx.Commit(ctx)
|
|
}
|