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db.py
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711 lines (625 loc) · 23.1 KB
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import os
import json
import sqlite3
import logging
import threading
from typing import Any, Dict, Iterable, Optional
logger = logging.getLogger(__name__)
# SQLite file lives under backend/output/index.db
_BASE_DIR = os.path.dirname(__file__)
_DB_DIR = os.path.join(_BASE_DIR, "output")
os.makedirs(_DB_DIR, exist_ok=True)
DB_PATH = os.path.join(_DB_DIR, "index.db")
_CONN_LOCK = threading.Lock()
_CONN: Optional[sqlite3.Connection] = None
def _get_conn() -> sqlite3.Connection:
global _CONN
if _CONN is None:
with _CONN_LOCK:
if _CONN is None:
_CONN = sqlite3.connect(DB_PATH, check_same_thread=False)
_CONN.row_factory = sqlite3.Row
return _CONN
def _exec(sql: str, params: Iterable[Any] = ()):
conn = _get_conn()
with _CONN_LOCK:
cur = conn.execute(sql, params)
conn.commit()
return cur
def _query(sql: str, params: Iterable[Any] = ()):
conn = _get_conn()
with _CONN_LOCK:
cur = conn.execute(sql, params)
rows = cur.fetchall()
return rows
def init_db():
_exec(
"""
CREATE TABLE IF NOT EXISTS documents (
id INTEGER PRIMARY KEY,
sha256 TEXT UNIQUE NOT NULL,
filename TEXT,
page_count INTEGER,
created_at TEXT DEFAULT CURRENT_TIMESTAMP
)
"""
)
_exec(
"""
CREATE TABLE IF NOT EXISTS sections (
id INTEGER PRIMARY KEY,
document_id INTEGER NOT NULL,
page_number INTEGER NOT NULL,
heading TEXT,
section_type TEXT, -- snapshot | statement_summary | sip_summary | other
y_top REAL,
y_bottom REAL,
text TEXT NOT NULL,
FOREIGN KEY(document_id) REFERENCES documents(id) ON DELETE CASCADE
)
"""
)
_exec(
"""
CREATE TABLE IF NOT EXISTS tables (
id INTEGER PRIMARY KEY,
document_id INTEGER NOT NULL,
section_id INTEGER,
page_number INTEGER NOT NULL,
header_json TEXT,
rows_json TEXT,
FOREIGN KEY(document_id) REFERENCES documents(id) ON DELETE CASCADE,
FOREIGN KEY(section_id) REFERENCES sections(id) ON DELETE SET NULL
)
"""
)
_exec(
"""
CREATE TABLE IF NOT EXISTS metrics (
id INTEGER PRIMARY KEY,
document_id INTEGER NOT NULL,
key TEXT NOT NULL,
value_num REAL,
source_section_id INTEGER,
FOREIGN KEY(document_id) REFERENCES documents(id) ON DELETE CASCADE,
FOREIGN KEY(source_section_id) REFERENCES sections(id) ON DELETE SET NULL
)
"""
)
_exec("CREATE INDEX IF NOT EXISTS idx_sections_doc_page ON sections(document_id, page_number, y_top)")
_exec("CREATE INDEX IF NOT EXISTS idx_metrics_doc_key ON metrics(document_id, key)")
# Questionnaire: core container
_exec(
"""
CREATE TABLE IF NOT EXISTS questionnaires (
id INTEGER PRIMARY KEY,
user_id TEXT,
status TEXT, -- in_progress | completed | archived
created_at TEXT DEFAULT CURRENT_TIMESTAMP,
updated_at TEXT DEFAULT CURRENT_TIMESTAMP
)
"""
)
_exec("CREATE INDEX IF NOT EXISTS idx_questionnaires_user ON questionnaires(user_id, created_at)")
# Questionnaire sections (normalized per section, JSON blob per row)
_exec(
"""
CREATE TABLE IF NOT EXISTS personal_info (
questionnaire_id INTEGER PRIMARY KEY,
data_json TEXT NOT NULL,
FOREIGN KEY(questionnaire_id) REFERENCES questionnaires(id) ON DELETE CASCADE
)
"""
)
_exec(
"""
CREATE TABLE IF NOT EXISTS family_info (
questionnaire_id INTEGER PRIMARY KEY,
data_json TEXT NOT NULL,
FOREIGN KEY(questionnaire_id) REFERENCES questionnaires(id) ON DELETE CASCADE
)
"""
)
_exec(
"""
CREATE TABLE IF NOT EXISTS goals (
questionnaire_id INTEGER PRIMARY KEY,
data_json TEXT NOT NULL,
FOREIGN KEY(questionnaire_id) REFERENCES questionnaires(id) ON DELETE CASCADE
)
"""
)
_exec(
"""
CREATE TABLE IF NOT EXISTS risk_profile (
questionnaire_id INTEGER PRIMARY KEY,
data_json TEXT NOT NULL,
FOREIGN KEY(questionnaire_id) REFERENCES questionnaires(id) ON DELETE CASCADE
)
"""
)
_exec(
"""
CREATE TABLE IF NOT EXISTS insurance (
questionnaire_id INTEGER PRIMARY KEY,
data_json TEXT NOT NULL,
FOREIGN KEY(questionnaire_id) REFERENCES questionnaires(id) ON DELETE CASCADE
)
"""
)
_exec(
"""
CREATE TABLE IF NOT EXISTS estate (
questionnaire_id INTEGER PRIMARY KEY,
data_json TEXT NOT NULL,
FOREIGN KEY(questionnaire_id) REFERENCES questionnaires(id) ON DELETE CASCADE
)
"""
)
_exec(
"""
CREATE TABLE IF NOT EXISTS lifestyle (
questionnaire_id INTEGER PRIMARY KEY,
data_json TEXT NOT NULL,
FOREIGN KEY(questionnaire_id) REFERENCES questionnaires(id) ON DELETE CASCADE
)
"""
)
# Link uploaded docs to questionnaire
_exec(
"""
CREATE TABLE IF NOT EXISTS questionnaire_uploads (
id INTEGER PRIMARY KEY,
questionnaire_id INTEGER NOT NULL,
document_id INTEGER,
sha256 TEXT,
doc_type TEXT, -- Bank statement | ITR | Insurance document | Mutual fund CAS...
filename TEXT,
metadata_json TEXT,
created_at TEXT DEFAULT CURRENT_TIMESTAMP,
FOREIGN KEY(questionnaire_id) REFERENCES questionnaires(id) ON DELETE CASCADE,
FOREIGN KEY(document_id) REFERENCES documents(id) ON DELETE SET NULL
)
"""
)
_exec("CREATE INDEX IF NOT EXISTS idx_q_uploads_qid ON questionnaire_uploads(questionnaire_id)")
# Users table for Firebase authentication and payment tracking
_exec(
"""
CREATE TABLE IF NOT EXISTS users (
id INTEGER PRIMARY KEY,
firebase_uid TEXT UNIQUE NOT NULL,
email TEXT,
display_name TEXT,
has_paid INTEGER DEFAULT 0,
report_credits INTEGER DEFAULT 0,
payment_id TEXT,
payment_order_id TEXT,
payment_amount_paise INTEGER,
payment_date TEXT,
created_at TEXT DEFAULT CURRENT_TIMESTAMP,
updated_at TEXT DEFAULT CURRENT_TIMESTAMP
)
"""
)
_exec("CREATE INDEX IF NOT EXISTS idx_users_firebase_uid ON users(firebase_uid)")
# Add report_credits column if it doesn't exist (migration for existing databases)
try:
_exec("ALTER TABLE users ADD COLUMN report_credits INTEGER DEFAULT 0")
except Exception:
pass # Column already exists
# Payments table for tracking payment history and credits granted
_exec(
"""
CREATE TABLE IF NOT EXISTS payments (
id INTEGER PRIMARY KEY,
user_id INTEGER NOT NULL,
firebase_uid TEXT NOT NULL,
payment_id TEXT NOT NULL,
order_id TEXT,
amount_paise INTEGER,
credits_granted INTEGER DEFAULT 3,
created_at TEXT DEFAULT CURRENT_TIMESTAMP,
FOREIGN KEY(user_id) REFERENCES users(id) ON DELETE CASCADE
)
"""
)
_exec("CREATE INDEX IF NOT EXISTS idx_payments_firebase_uid ON payments(firebase_uid)")
_exec("CREATE INDEX IF NOT EXISTS idx_payments_user_id ON payments(user_id)")
_exec("CREATE UNIQUE INDEX IF NOT EXISTS idx_payments_payment_id ON payments(payment_id)")
def upsert_document(sha256: str, filename: str, page_count: int) -> int:
rows = _query("SELECT id FROM documents WHERE sha256=?", (sha256,))
if rows:
return rows[0]["id"]
cur = _exec(
"INSERT INTO documents (sha256, filename, page_count) VALUES (?, ?, ?)",
(sha256, filename, page_count),
)
return cur.lastrowid
def get_document_by_sha(sha256: str) -> Optional[sqlite3.Row]:
rows = _query("SELECT * FROM documents WHERE sha256=?", (sha256,))
return rows[0] if rows else None
def insert_section(
document_id: int,
page_number: int,
heading: Optional[str],
section_type: str,
y_top: Optional[float],
y_bottom: Optional[float],
text: str,
) -> int:
cur = _exec(
"""
INSERT INTO sections (document_id, page_number, heading, section_type, y_top, y_bottom, text)
VALUES (?, ?, ?, ?, ?, ?, ?)
""",
(document_id, page_number, heading, section_type, y_top, y_bottom, text),
)
return cur.lastrowid
def insert_table(
document_id: int,
section_id: Optional[int],
page_number: int,
header: Iterable[str],
rows: Iterable[Iterable[str]],
) -> int:
header_json = json.dumps(list(header) if header else [])
rows_json = json.dumps([list(r) for r in rows] if rows else [])
cur = _exec(
"""
INSERT INTO tables (document_id, section_id, page_number, header_json, rows_json)
VALUES (?, ?, ?, ?, ?)
""",
(document_id, section_id, page_number, header_json, rows_json),
)
return cur.lastrowid
def insert_metric(document_id: int, key: str, value_num: Optional[float], source_section_id: Optional[int]) -> int:
cur = _exec(
"""
INSERT INTO metrics (document_id, key, value_num, source_section_id)
VALUES (?, ?, ?, ?)
""",
(document_id, key, value_num, source_section_id),
)
return cur.lastrowid
def delete_metrics_for_doc_keys(document_id: int, keys: Iterable[str]):
keys = list(keys)
if not keys:
return
placeholders = ",".join("?" for _ in keys)
_exec(
f"DELETE FROM metrics WHERE document_id=? AND key IN ({placeholders})",
(document_id, *keys),
)
def list_sections(document_id: int):
return _query(
"""
SELECT id, page_number, heading, section_type, y_top, y_bottom, substr(text,1,200) AS preview
FROM sections WHERE document_id=?
ORDER BY page_number ASC, y_top ASC
""",
(document_id,),
)
def list_metrics(document_id: int):
return _query(
"""
SELECT m.id, m.key, m.value_num, m.source_section_id, s.page_number, s.section_type
FROM metrics m
LEFT JOIN sections s ON s.id = m.source_section_id
WHERE m.document_id=?
ORDER BY m.key ASC
""",
(document_id,),
)
# Questionnaire helpers
def create_questionnaire(user_id: str, status: str = "in_progress") -> int:
cur = _exec(
"INSERT INTO questionnaires (user_id, status) VALUES (?, ?)",
(user_id, status),
)
return cur.lastrowid
def update_questionnaire_status(qid: int, status: str):
_exec(
"UPDATE questionnaires SET status=?, updated_at=CURRENT_TIMESTAMP WHERE id=?",
(status, qid),
)
def _upsert_section(table: str, questionnaire_id: int, data: Dict[str, Any]):
payload = json.dumps(data or {})
# Try insert, if conflict then update (SQLite UPSERT)
_exec(
f"""
INSERT INTO {table} (questionnaire_id, data_json)
VALUES (?, ?)
ON CONFLICT(questionnaire_id) DO UPDATE SET
data_json=excluded.data_json
""",
(questionnaire_id, payload),
)
def save_personal_info(qid: int, data: Dict[str, Any]): _upsert_section("personal_info", qid, data)
def save_family_info(qid: int, data: Dict[str, Any]): _upsert_section("family_info", qid, data)
def save_goals(qid: int, data: Dict[str, Any]): _upsert_section("goals", qid, data)
def save_risk_profile(qid: int, data: Dict[str, Any]): _upsert_section("risk_profile", qid, data)
def save_insurance(qid: int, data: Dict[str, Any]): _upsert_section("insurance", qid, data)
def save_estate(qid: int, data: Dict[str, Any]): _upsert_section("estate", qid, data)
def save_lifestyle(qid: int, data: Dict[str, Any]): _upsert_section("lifestyle", qid, data)
def get_questionnaire(qid: int) -> Dict[str, Any]:
# base row
rows = _query("SELECT id, user_id, status, created_at, updated_at FROM questionnaires WHERE id=?", (qid,))
if not rows:
return {}
base = dict(rows[0])
def _fetch_section(table: str) -> Optional[Dict[str, Any]]:
srows = _query(f"SELECT data_json FROM {table} WHERE questionnaire_id=?", (qid,))
if not srows:
return None
try:
return json.loads(srows[0]["data_json"] or "{}")
except Exception:
return None
return {
"id": base["id"],
"user_id": base["user_id"],
"status": base["status"],
"created_at": base["created_at"],
"updated_at": base["updated_at"],
"personal_info": _fetch_section("personal_info"),
"family_info": _fetch_section("family_info"),
"goals": _fetch_section("goals"),
"risk_profile": _fetch_section("risk_profile"),
"insurance": _fetch_section("insurance"),
"estate": _fetch_section("estate"),
"lifestyle": _fetch_section("lifestyle"),
}
def get_latest_questionnaire_for_user(user_id: str) -> Optional[int]:
rows = _query(
"SELECT id FROM questionnaires WHERE user_id=? ORDER BY created_at DESC LIMIT 1",
(user_id,),
)
return rows[0]["id"] if rows else None
def link_questionnaire_upload(
questionnaire_id: int,
document_id: Optional[int],
sha256: Optional[str],
doc_type: Optional[str],
filename: Optional[str],
metadata: Optional[Dict[str, Any]] = None,
) -> int:
cur = _exec(
"""
INSERT INTO questionnaire_uploads (questionnaire_id, document_id, sha256, doc_type, filename, metadata_json)
VALUES (?, ?, ?, ?, ?, ?)
""",
(questionnaire_id, document_id, sha256, doc_type, filename, json.dumps(metadata or {})),
)
return cur.lastrowid
def list_questionnaire_uploads(questionnaire_id: int):
return _query(
"""
SELECT id, questionnaire_id, document_id, sha256, doc_type, filename, metadata_json, created_at
FROM questionnaire_uploads
WHERE questionnaire_id=?
ORDER BY created_at DESC
""",
(questionnaire_id,),
)
def update_questionnaire_upload_metadata(upload_id: int, metadata: Dict[str, Any]):
"""Update metadata_json for an existing upload record."""
_exec(
"UPDATE questionnaire_uploads SET metadata_json = ? WHERE id = ?",
(json.dumps(metadata), upload_id)
)
# User helpers for Firebase authentication
def get_user_by_firebase_uid(firebase_uid: str) -> Optional[Dict[str, Any]]:
"""Get user by Firebase UID."""
rows = _query("SELECT * FROM users WHERE firebase_uid = ?", (firebase_uid,))
if not rows:
return None
row = rows[0]
# Handle report_credits column which might not exist in older databases
try:
report_credits = row["report_credits"] or 0
except (KeyError, IndexError):
report_credits = 0
return {
"id": row["id"],
"firebase_uid": row["firebase_uid"],
"email": row["email"],
"display_name": row["display_name"],
"has_paid": bool(row["has_paid"]),
"report_credits": report_credits,
"payment_id": row["payment_id"],
"payment_order_id": row["payment_order_id"],
"payment_amount_paise": row["payment_amount_paise"],
"payment_date": row["payment_date"],
"created_at": row["created_at"],
"updated_at": row["updated_at"],
}
def create_or_update_user(firebase_uid: str, email: str = None, display_name: str = None) -> int:
"""Create a new user or update existing user info. Returns user id."""
existing = get_user_by_firebase_uid(firebase_uid)
if existing:
# Update existing user
_exec(
"""
UPDATE users SET email = COALESCE(?, email), display_name = COALESCE(?, display_name),
updated_at = CURRENT_TIMESTAMP WHERE firebase_uid = ?
""",
(email, display_name, firebase_uid)
)
return existing["id"]
else:
# Create new user
cur = _exec(
"INSERT INTO users (firebase_uid, email, display_name) VALUES (?, ?, ?)",
(firebase_uid, email, display_name)
)
return cur.lastrowid
def mark_user_as_paid(firebase_uid: str, payment_id: str, order_id: str = None, amount_paise: int = None, credits_to_add: int = 3) -> bool:
"""
Mark a user as paid after successful payment.
Adds credits and records payment in payments table.
IDEMPOTENT: If payment_id was already processed, skips credit addition
and returns True. This prevents duplicate credits from verify + webhook + reconcile.
Returns True if updated (or already processed).
"""
# Idempotency: check if this payment_id was already processed
existing = _query("SELECT id FROM payments WHERE payment_id = ?", (payment_id,))
if existing:
logger.info(f"Payment {payment_id} already processed for user {firebase_uid} (idempotent skip)")
return True
user = get_user_by_firebase_uid(firebase_uid)
if not user:
return False
# Update user record with payment info and add credits
result = _exec(
"""
UPDATE users SET has_paid = 1, payment_id = ?, payment_order_id = ?,
payment_amount_paise = ?, payment_date = CURRENT_TIMESTAMP,
report_credits = report_credits + ?,
updated_at = CURRENT_TIMESTAMP WHERE firebase_uid = ?
""",
(payment_id, order_id, amount_paise, credits_to_add, firebase_uid)
)
if result.rowcount > 0:
# Record payment in payments table for audit trail
_exec(
"""
INSERT INTO payments (user_id, firebase_uid, payment_id, order_id, amount_paise, credits_granted)
VALUES (?, ?, ?, ?, ?, ?)
""",
(user["id"], firebase_uid, payment_id, order_id, amount_paise, credits_to_add)
)
return True
return False
def check_user_payment_status(firebase_uid: str) -> bool:
"""Check if user has paid. Returns False if user doesn't exist."""
rows = _query("SELECT has_paid FROM users WHERE firebase_uid = ?", (firebase_uid,))
if not rows:
return False
return bool(rows[0]["has_paid"])
def get_user_credits(firebase_uid: str) -> int:
"""Get remaining report credits for a user. Returns 0 if user doesn't exist."""
rows = _query("SELECT report_credits FROM users WHERE firebase_uid = ?", (firebase_uid,))
if not rows:
return 0
return rows[0]["report_credits"] or 0
def add_user_credits(firebase_uid: str, credits: int = 3) -> bool:
"""Add credits to a user's account. Returns True if updated."""
result = _exec(
"""
UPDATE users SET report_credits = report_credits + ?,
updated_at = CURRENT_TIMESTAMP WHERE firebase_uid = ?
""",
(credits, firebase_uid)
)
return result.rowcount > 0
def consume_user_credit(firebase_uid: str) -> bool:
"""
Atomically consume one report credit from user's account.
Returns True if successful, False if no credits available or user doesn't exist.
Uses atomic SQL UPDATE with WHERE clause to prevent race conditions.
"""
result = _exec(
"""
UPDATE users SET report_credits = report_credits - 1,
updated_at = CURRENT_TIMESTAMP
WHERE firebase_uid = ? AND report_credits > 0
""",
(firebase_uid,)
)
return result.rowcount > 0
def get_payment_history(firebase_uid: str) -> list:
"""Get payment history for a user."""
rows = _query(
"""
SELECT id, payment_id, order_id, amount_paise, credits_granted, created_at
FROM payments WHERE firebase_uid = ?
ORDER BY created_at DESC
""",
(firebase_uid,)
)
return [dict(row) for row in rows]
def migrate_existing_paid_users(credits: int = 3) -> int:
"""
One-time migration: Grant credits to existing paid users who have 0 credits.
Returns number of users updated.
"""
result = _exec(
"""
UPDATE users SET report_credits = ?
WHERE has_paid = 1 AND (report_credits IS NULL OR report_credits = 0)
""",
(credits,)
)
return result.rowcount
# --- Admin helpers ---
def list_all_users(page: int = 1, per_page: int = 25, search: Optional[str] = None):
"""List all users with pagination and optional email search. Returns (users, total)."""
offset = (page - 1) * per_page
if search:
like = f"%{search}%"
total_rows = _query(
"SELECT COUNT(*) AS cnt FROM users WHERE email LIKE ? OR display_name LIKE ?",
(like, like),
)
total = total_rows[0]["cnt"] if total_rows else 0
rows = _query(
"""
SELECT id, firebase_uid, email, display_name, has_paid,
report_credits, payment_date, created_at, updated_at
FROM users
WHERE email LIKE ? OR display_name LIKE ?
ORDER BY created_at DESC
LIMIT ? OFFSET ?
""",
(like, like, per_page, offset),
)
else:
total_rows = _query("SELECT COUNT(*) AS cnt FROM users")
total = total_rows[0]["cnt"] if total_rows else 0
rows = _query(
"""
SELECT id, firebase_uid, email, display_name, has_paid,
report_credits, payment_date, created_at, updated_at
FROM users
ORDER BY created_at DESC
LIMIT ? OFFSET ?
""",
(per_page, offset),
)
users = [dict(r) for r in rows]
return users, total
def delete_user(firebase_uid: str) -> bool:
"""Delete a user and their payment history. Returns True if user existed."""
user = get_user_by_firebase_uid(firebase_uid)
if not user:
return False
_exec("DELETE FROM payments WHERE firebase_uid = ?", (firebase_uid,))
_exec("DELETE FROM users WHERE firebase_uid = ?", (firebase_uid,))
return True
def set_user_credits(firebase_uid: str, credits: int) -> bool:
"""Set credits to an exact value. Returns True if updated."""
result = _exec(
"""
UPDATE users SET report_credits = ?,
updated_at = CURRENT_TIMESTAMP WHERE firebase_uid = ?
""",
(credits, firebase_uid),
)
return result.rowcount > 0
def get_user_count() -> Dict[str, int]:
"""Get total and paid user counts for dashboard stats."""
total_rows = _query("SELECT COUNT(*) AS cnt FROM users")
paid_rows = _query("SELECT COUNT(*) AS cnt FROM users WHERE has_paid = 1")
credits_rows = _query("SELECT COUNT(*) AS cnt FROM users WHERE report_credits > 0")
return {
"total": total_rows[0]["cnt"] if total_rows else 0,
"paid": paid_rows[0]["cnt"] if paid_rows else 0,
"with_credits": credits_rows[0]["cnt"] if credits_rows else 0,
}
# Initialize schema on import
init_db()
# Auto-migrate existing paid users who have 0 credits (from old one-time payment model)
_migrated = migrate_existing_paid_users(credits=3)
if _migrated > 0:
print(f"[db] Migrated {_migrated} existing paid user(s) → granted 3 report credits each")