Add multi-account support

- Schema: account_id FK on checks and layout_fields; UNIQUE per-account on check_no and field_name
- DB: runtime migration recreates both tables to add account_id (assigns existing rows to account 1)
- Routes: GET /api/accounts lists all; GET /api/account/:id replaces hardcoded id=1; POST /api/account/setup always creates a new account and returns accountId
- checks.js: all queries scoped by account_id; POST requires account_id in body
- pdf.js: resolves account from check's account_id instead of id=1; layout fields fetched per-account
- import-mdb.js: always INSERTs a new account (never deletes existing); all records tagged with new accountId
- Frontend: account switcher in header; activeAccountId persisted to localStorage; all API calls pass account_id; switching accounts reloads checks; wizard and import auto-switch to newly created account
This commit is contained in:
2026-03-12 22:13:52 -06:00
parent 5f9cc16ea5
commit e81a4386d2
10 changed files with 285 additions and 192 deletions
+35 -53
View File
@@ -4,16 +4,13 @@
/**
* import-mdb.js
*
* One-time migration: reads a single ezCheckPrinting .mdb file and imports
* account config, check layout, and check records into the SQLite database.
*
* Prerequisites:
* - mdbtools installed: `sudo apt install mdbtools` or brew install mdbtools
* - SQLite DB initialized (runs automatically on first require of database.js)
* Migration: reads an ezCheckPrinting .mdb file and imports account config,
* check layout, and check records into the SQLite database as a NEW account.
* Each import creates a separate account row; existing accounts are unaffected.
*
* Usage:
* node migrations/import-mdb.js --file "/path/to/Montana Dinosaur Center.mdb"
* node migrations/import-mdb.js --file "/path/to/Montana Dinosaur Center.mdb" --dry-run
* node migrations/import-mdb.js --file "/path/to/Account.mdb"
* node migrations/import-mdb.js --file "/path/to/Account.mdb" --dry-run
*/
const { execSync } = require('child_process');
@@ -51,17 +48,11 @@ function mdbExport(table) {
}
}
/**
* Minimal CSV parser. Handles quoted fields with embedded commas and newlines.
* Not a full RFC 4180 implementation but sufficient for mdb-export output.
*/
function parseCsv(text) {
const lines = text.trim().split('\n');
if (lines.length < 2) return [];
const headers = splitCsvLine(lines[0]);
const rows = [];
for (let i = 1; i < lines.length; i++) {
const values = splitCsvLine(lines[i]);
if (values.length === 0) continue;
@@ -78,16 +69,11 @@ function splitCsvLine(line) {
const result = [];
let current = '';
let inQuotes = false;
for (let i = 0; i < line.length; i++) {
const ch = line[i];
if (ch === '"') {
if (inQuotes && line[i + 1] === '"') {
current += '"';
i++;
} else {
inQuotes = !inQuotes;
}
if (inQuotes && line[i + 1] === '"') { current += '"'; i++; }
else inQuotes = !inQuotes;
} else if (ch === ',' && !inQuotes) {
result.push(current);
current = '';
@@ -100,8 +86,7 @@ function splitCsvLine(line) {
}
// ---- Font name normalization -------------------------------------------------
// .mdb stores Windows font names; map common ones to PDFKit built-ins.
// Any unmapped font will fall back to Helvetica at render time.
const FONT_MAP = {
'Times New Roman': 'Times-Roman',
'Helsinki': 'Helvetica',
@@ -119,27 +104,21 @@ function normalizeFont(fontName, isBold) {
return mapped;
}
// TODO: Support multi-account .mdb import -- run migration per account and associate records with account_id
// ---- Import: T100 (account config) ------------------------------------------
function importAccount() {
console.log('\n--- Importing account config (T100) ---');
const rows = mdbExport('T100');
if (rows.length === 0) {
console.error('No rows in T100. Is this a valid ezCheckPrinting .mdb?');
process.exit(1);
}
// Take the first (and typically only) row
const r = rows[0];
console.log(`Account: ${r.Company1} / Bank: ${r.BankName}`);
console.log(`Routing: ${r.BankRouteNo} | Account: ${r.BankAccountNo}`);
console.log(`Current check no: ${r.CurrentCheckNo}`);
// Logo is stored as base64 in the Settings table (not T100)
// We fetch it separately below and update after insert.
const accountData = {
bank_name: r.BankName?.trim() || '',
bank_info1: r.BankInfo1?.trim() || null,
@@ -165,9 +144,7 @@ function importAccount() {
};
if (!dryRun) {
// Delete existing account row (single-account Phase 1 assumption)
db.prepare('DELETE FROM account').run();
db.prepare(`
const result = db.prepare(`
INSERT INTO account (
bank_name, bank_info1, bank_info2, bank_info3, transit_code,
routing_number, account_number, start_check_no, current_check_no,
@@ -182,17 +159,18 @@ function importAccount() {
@blank_stock, @check_position
)
`).run(accountData);
console.log('Account config imported.');
const accountId = result.lastInsertRowid;
console.log(`Account config imported (id=${accountId}).`);
return accountId;
} else {
console.log('[dry-run] Would insert:', JSON.stringify(accountData, null, 2));
return null;
}
return accountData;
}
// ---- Import: Settings (logo image) ------------------------------------------
function importLogo() {
function importLogo(accountId) {
console.log('\n--- Importing logo from Settings table ---');
const rows = mdbExport('Settings');
const logoRow = rows.find(r => r.SettingKey === 'LogoImg');
@@ -202,12 +180,11 @@ function importLogo() {
return;
}
// Value is raw base64 (GIF format based on the data we saw)
const base64Data = logoRow.SettingValue.trim();
const dataUri = `data:image/gif;base64,${base64Data}`;
if (!dryRun) {
db.prepare('UPDATE account SET logo_data = ? WHERE id = 1').run(dataUri);
db.prepare('UPDATE account SET logo_data = ? WHERE id = ?').run(dataUri, accountId);
console.log(`Logo imported (${Math.round(base64Data.length / 1024)} KB base64).`);
} else {
console.log(`[dry-run] Would import logo (${Math.round(base64Data.length / 1024)} KB base64).`);
@@ -216,22 +193,22 @@ function importLogo() {
// ---- Import: T200 (check layout fields) -------------------------------------
function importLayoutFields() {
function importLayoutFields(accountId) {
console.log('\n--- Importing check layout fields (T200) ---');
const rows = mdbExport('T200');
console.log(`Found ${rows.length} layout fields.`);
if (!dryRun) {
db.prepare('DELETE FROM layout_fields').run();
db.prepare('DELETE FROM layout_fields WHERE account_id = ?').run(accountId);
}
const insert = db.prepare(`
INSERT INTO layout_fields (
field_name, field_text, font_name, font_size, font_bold,
account_id, field_name, field_text, font_name, font_size, font_bold,
field_type, line_thick, x_pos, y_pos, x_end_pos, y_end_pos,
visible, not_for_preprint
) VALUES (
@field_name, @field_text, @font_name, @font_size, @font_bold,
@account_id, @field_name, @field_text, @font_name, @font_size, @font_bold,
@field_type, @line_thick, @x_pos, @y_pos, @x_end_pos, @y_end_pos,
@visible, @not_for_preprint
)
@@ -241,6 +218,7 @@ function importLayoutFields() {
for (const r of rows) {
const isBold = r.FldFontType === '1';
const fieldData = {
account_id: accountId,
field_name: r.FldName?.trim() || '',
field_text: r.FldText?.trim() || null,
font_name: normalizeFont(r.FldFontName?.trim(), isBold),
@@ -269,7 +247,7 @@ function importLayoutFields() {
// ---- Import: T104 (check records) -------------------------------------------
function importChecks() {
function importChecks(accountId) {
console.log('\n--- Importing check records (T104) ---');
const rows = mdbExport('T104');
console.log(`Found ${rows.length} check records.`);
@@ -280,16 +258,16 @@ function importChecks() {
}
if (!dryRun) {
db.prepare('DELETE FROM checks').run();
db.prepare('DELETE FROM checks WHERE account_id = ?').run(accountId);
}
const insert = db.prepare(`
INSERT INTO checks (
check_no, payee, amount, check_date, memo, note1, note2,
account_id, check_no, payee, amount, check_date, memo, note1, note2,
payee_address1, payee_address2, payee_address3, payee_address4,
printed, add_date, mdb_check_id
) VALUES (
@check_no, @payee, @amount, @check_date, @memo, @note1, @note2,
@account_id, @check_no, @payee, @amount, @check_date, @memo, @note1, @note2,
@payee_address1, @payee_address2, @payee_address3, @payee_address4,
@printed, @add_date, @mdb_check_id
)
@@ -298,13 +276,12 @@ function importChecks() {
let count = 0;
let skipped = 0;
for (const r of rows) {
// Normalize date: .mdb uses MM/DD/YYYY or similar; convert to YYYY-MM-DD
const rawDate = r.CheckDate?.trim() || '';
const checkDate = normalizeDate(rawDate);
const addDate = normalizeDate(r.AddDate?.trim() || '') || new Date().toISOString();
const checkData = {
account_id: accountId,
check_no: parseInt(r.CheckNo),
payee: r.Payee?.trim() || '',
amount: parseFloat(r.Amount) || 0,
@@ -348,7 +325,6 @@ function importChecks() {
function normalizeDate(raw) {
if (!raw) return null;
// mdb-export outputs dates as "MM/DD/YYYY HH:MM:SS", "MM/DD/YY", or "YYYY-MM-DD"
const mdyMatch = raw.match(/^(\d{1,2})\/(\d{1,2})\/(\d{2,4})/);
if (mdyMatch) {
const [, m, d, y] = mdyMatch;
@@ -368,10 +344,16 @@ console.log(`\nImporting from: ${mdbFile}`);
console.log(`Target database: ${process.env.DB_PATH || 'data/ezcheck.db'}`);
try {
importAccount();
importLogo();
importLayoutFields();
importChecks();
const accountId = importAccount();
if (!dryRun && accountId) {
importLogo(accountId);
importLayoutFields(accountId);
importChecks(accountId);
} else if (dryRun) {
importLogo(null);
importLayoutFields(null);
importChecks(null);
}
console.log('\nMigration complete.');
} catch (err) {
console.error('\nMigration failed:', err);