forked from git.gladyson/openmonetis
refactor: migrate from ESLint to Biome and extract SQL queries to data.ts
- Replace ESLint with Biome for linting and formatting - Configure Biome with tabs, double quotes, and organized imports - Move all SQL/Drizzle queries from page.tsx files to data.ts files - Create new data.ts files for: ajustes, dashboard, relatorios/categorias - Update existing data.ts files: extrato, fatura (add lancamentos queries) - Remove all drizzle-orm imports from page.tsx files - Update README.md with new tooling info Co-Authored-By: Claude Opus 4.5 <noreply@anthropic.com>
This commit is contained in:
Felipe Coutinho
@@ -1,421 +1,421 @@
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import { and, eq, gte, ilike, inArray, lte, not, sum } from "drizzle-orm";
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import {
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cartoes,
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categorias,
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faturas,
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lancamentos,
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pagadores,
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cartoes,
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categorias,
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faturas,
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lancamentos,
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pagadores,
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} from "@/db/schema";
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import { db } from "@/lib/db";
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import { PAGADOR_ROLE_ADMIN } from "@/lib/pagadores/constants";
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import { safeToNumber } from "@/lib/utils/number";
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import { getPreviousPeriod } from "@/lib/utils/period";
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import { and, eq, gte, ilike, inArray, lte, not, sum } from "drizzle-orm";
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const DESPESA = "Despesa";
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export type CardSummary = {
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id: string;
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name: string;
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brand: string | null;
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logo: string | null;
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limit: number;
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currentUsage: number;
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usagePercent: number;
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previousUsage: number;
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changePercent: number;
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trend: "up" | "down" | "stable";
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status: string;
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id: string;
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name: string;
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brand: string | null;
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logo: string | null;
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limit: number;
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currentUsage: number;
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usagePercent: number;
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previousUsage: number;
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changePercent: number;
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trend: "up" | "down" | "stable";
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status: string;
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};
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export type CardDetailData = {
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card: CardSummary;
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monthlyUsage: {
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period: string;
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periodLabel: string;
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amount: number;
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}[];
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categoryBreakdown: {
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id: string;
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name: string;
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icon: string | null;
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amount: number;
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percent: number;
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}[];
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topExpenses: {
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id: string;
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name: string;
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amount: number;
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date: string;
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category: string | null;
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}[];
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invoiceStatus: {
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period: string;
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status: string | null;
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amount: number;
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}[];
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card: CardSummary;
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monthlyUsage: {
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period: string;
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periodLabel: string;
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amount: number;
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}[];
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categoryBreakdown: {
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id: string;
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name: string;
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icon: string | null;
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amount: number;
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percent: number;
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}[];
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topExpenses: {
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id: string;
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name: string;
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amount: number;
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date: string;
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category: string | null;
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}[];
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invoiceStatus: {
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period: string;
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status: string | null;
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amount: number;
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}[];
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};
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export type CartoesReportData = {
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cards: CardSummary[];
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totalLimit: number;
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totalUsage: number;
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totalUsagePercent: number;
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selectedCard: CardDetailData | null;
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cards: CardSummary[];
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totalLimit: number;
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totalUsage: number;
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totalUsagePercent: number;
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selectedCard: CardDetailData | null;
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};
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export async function fetchCartoesReportData(
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userId: string,
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currentPeriod: string,
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selectedCartaoId?: string | null,
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userId: string,
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currentPeriod: string,
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selectedCartaoId?: string | null,
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): Promise<CartoesReportData> {
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const previousPeriod = getPreviousPeriod(currentPeriod);
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const previousPeriod = getPreviousPeriod(currentPeriod);
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// Fetch all active cards (not inactive)
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const allCards = await db
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.select({
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id: cartoes.id,
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name: cartoes.name,
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brand: cartoes.brand,
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logo: cartoes.logo,
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limit: cartoes.limit,
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status: cartoes.status,
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})
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.from(cartoes)
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.where(
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and(eq(cartoes.userId, userId), not(ilike(cartoes.status, "inativo"))),
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);
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// Fetch all active cards (not inactive)
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const allCards = await db
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.select({
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id: cartoes.id,
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name: cartoes.name,
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brand: cartoes.brand,
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logo: cartoes.logo,
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limit: cartoes.limit,
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status: cartoes.status,
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})
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.from(cartoes)
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.where(
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and(eq(cartoes.userId, userId), not(ilike(cartoes.status, "inativo"))),
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);
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if (allCards.length === 0) {
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return {
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cards: [],
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totalLimit: 0,
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totalUsage: 0,
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totalUsagePercent: 0,
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selectedCard: null,
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};
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}
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if (allCards.length === 0) {
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return {
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cards: [],
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totalLimit: 0,
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totalUsage: 0,
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totalUsagePercent: 0,
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selectedCard: null,
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};
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}
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const cardIds = allCards.map((c) => c.id);
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const cardIds = allCards.map((c) => c.id);
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// Fetch current period usage by card
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const currentUsageData = await db
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.select({
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cartaoId: lancamentos.cartaoId,
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totalAmount: sum(lancamentos.amount).as("total"),
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})
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.from(lancamentos)
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.innerJoin(pagadores, eq(lancamentos.pagadorId, pagadores.id))
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.where(
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and(
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eq(lancamentos.userId, userId),
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eq(lancamentos.period, currentPeriod),
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eq(pagadores.role, PAGADOR_ROLE_ADMIN),
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eq(lancamentos.transactionType, DESPESA),
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inArray(lancamentos.cartaoId, cardIds),
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),
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)
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.groupBy(lancamentos.cartaoId);
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// Fetch current period usage by card
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const currentUsageData = await db
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.select({
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cartaoId: lancamentos.cartaoId,
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totalAmount: sum(lancamentos.amount).as("total"),
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})
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.from(lancamentos)
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.innerJoin(pagadores, eq(lancamentos.pagadorId, pagadores.id))
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.where(
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and(
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eq(lancamentos.userId, userId),
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eq(lancamentos.period, currentPeriod),
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eq(pagadores.role, PAGADOR_ROLE_ADMIN),
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eq(lancamentos.transactionType, DESPESA),
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inArray(lancamentos.cartaoId, cardIds),
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),
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)
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.groupBy(lancamentos.cartaoId);
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// Fetch previous period usage by card
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const previousUsageData = await db
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.select({
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cartaoId: lancamentos.cartaoId,
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totalAmount: sum(lancamentos.amount).as("total"),
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})
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.from(lancamentos)
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.innerJoin(pagadores, eq(lancamentos.pagadorId, pagadores.id))
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.where(
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and(
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eq(lancamentos.userId, userId),
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eq(lancamentos.period, previousPeriod),
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eq(pagadores.role, PAGADOR_ROLE_ADMIN),
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eq(lancamentos.transactionType, DESPESA),
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inArray(lancamentos.cartaoId, cardIds),
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),
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)
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.groupBy(lancamentos.cartaoId);
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// Fetch previous period usage by card
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const previousUsageData = await db
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.select({
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cartaoId: lancamentos.cartaoId,
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totalAmount: sum(lancamentos.amount).as("total"),
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})
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.from(lancamentos)
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.innerJoin(pagadores, eq(lancamentos.pagadorId, pagadores.id))
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.where(
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and(
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eq(lancamentos.userId, userId),
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eq(lancamentos.period, previousPeriod),
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eq(pagadores.role, PAGADOR_ROLE_ADMIN),
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eq(lancamentos.transactionType, DESPESA),
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inArray(lancamentos.cartaoId, cardIds),
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),
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)
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.groupBy(lancamentos.cartaoId);
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const currentUsageMap = new Map<string, number>();
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for (const row of currentUsageData) {
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if (row.cartaoId) {
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currentUsageMap.set(
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row.cartaoId,
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Math.abs(safeToNumber(row.totalAmount)),
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);
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}
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}
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const currentUsageMap = new Map<string, number>();
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for (const row of currentUsageData) {
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if (row.cartaoId) {
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currentUsageMap.set(
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row.cartaoId,
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Math.abs(safeToNumber(row.totalAmount)),
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);
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}
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}
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const previousUsageMap = new Map<string, number>();
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for (const row of previousUsageData) {
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if (row.cartaoId) {
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previousUsageMap.set(
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row.cartaoId,
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Math.abs(safeToNumber(row.totalAmount)),
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);
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}
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}
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const previousUsageMap = new Map<string, number>();
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for (const row of previousUsageData) {
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if (row.cartaoId) {
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previousUsageMap.set(
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row.cartaoId,
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Math.abs(safeToNumber(row.totalAmount)),
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);
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}
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}
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// Build card summaries
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const cards: CardSummary[] = allCards.map((card) => {
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const limit = safeToNumber(card.limit);
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const currentUsage = currentUsageMap.get(card.id) || 0;
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const previousUsage = previousUsageMap.get(card.id) || 0;
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const usagePercent = limit > 0 ? (currentUsage / limit) * 100 : 0;
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// Build card summaries
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const cards: CardSummary[] = allCards.map((card) => {
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const limit = safeToNumber(card.limit);
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const currentUsage = currentUsageMap.get(card.id) || 0;
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const previousUsage = previousUsageMap.get(card.id) || 0;
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const usagePercent = limit > 0 ? (currentUsage / limit) * 100 : 0;
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let changePercent = 0;
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let trend: "up" | "down" | "stable" = "stable";
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if (previousUsage > 0) {
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changePercent = ((currentUsage - previousUsage) / previousUsage) * 100;
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if (changePercent > 5) trend = "up";
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else if (changePercent < -5) trend = "down";
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} else if (currentUsage > 0) {
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changePercent = 100;
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trend = "up";
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}
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let changePercent = 0;
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let trend: "up" | "down" | "stable" = "stable";
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if (previousUsage > 0) {
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changePercent = ((currentUsage - previousUsage) / previousUsage) * 100;
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if (changePercent > 5) trend = "up";
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else if (changePercent < -5) trend = "down";
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} else if (currentUsage > 0) {
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changePercent = 100;
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trend = "up";
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}
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return {
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id: card.id,
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name: card.name,
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brand: card.brand,
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||||
logo: card.logo,
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||||
limit,
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||||
currentUsage,
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usagePercent,
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previousUsage,
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changePercent,
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trend,
|
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status: card.status,
|
||||
};
|
||||
});
|
||||
return {
|
||||
id: card.id,
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name: card.name,
|
||||
brand: card.brand,
|
||||
logo: card.logo,
|
||||
limit,
|
||||
currentUsage,
|
||||
usagePercent,
|
||||
previousUsage,
|
||||
changePercent,
|
||||
trend,
|
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status: card.status,
|
||||
};
|
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});
|
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|
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// Sort cards by usage (descending)
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cards.sort((a, b) => b.currentUsage - a.currentUsage);
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// Sort cards by usage (descending)
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cards.sort((a, b) => b.currentUsage - a.currentUsage);
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||||
|
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// Calculate totals
|
||||
const totalLimit = cards.reduce((acc, c) => acc + c.limit, 0);
|
||||
const totalUsage = cards.reduce((acc, c) => acc + c.currentUsage, 0);
|
||||
const totalUsagePercent =
|
||||
totalLimit > 0 ? (totalUsage / totalLimit) * 100 : 0;
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||||
// Calculate totals
|
||||
const totalLimit = cards.reduce((acc, c) => acc + c.limit, 0);
|
||||
const totalUsage = cards.reduce((acc, c) => acc + c.currentUsage, 0);
|
||||
const totalUsagePercent =
|
||||
totalLimit > 0 ? (totalUsage / totalLimit) * 100 : 0;
|
||||
|
||||
// Fetch selected card details if provided
|
||||
let selectedCard: CardDetailData | null = null;
|
||||
const targetCardId =
|
||||
selectedCartaoId || (cards.length > 0 ? cards[0].id : null);
|
||||
// Fetch selected card details if provided
|
||||
let selectedCard: CardDetailData | null = null;
|
||||
const targetCardId =
|
||||
selectedCartaoId || (cards.length > 0 ? cards[0].id : null);
|
||||
|
||||
if (targetCardId) {
|
||||
const cardSummary = cards.find((c) => c.id === targetCardId);
|
||||
if (cardSummary) {
|
||||
selectedCard = await fetchCardDetail(
|
||||
userId,
|
||||
targetCardId,
|
||||
cardSummary,
|
||||
currentPeriod,
|
||||
);
|
||||
}
|
||||
}
|
||||
if (targetCardId) {
|
||||
const cardSummary = cards.find((c) => c.id === targetCardId);
|
||||
if (cardSummary) {
|
||||
selectedCard = await fetchCardDetail(
|
||||
userId,
|
||||
targetCardId,
|
||||
cardSummary,
|
||||
currentPeriod,
|
||||
);
|
||||
}
|
||||
}
|
||||
|
||||
return {
|
||||
cards,
|
||||
totalLimit,
|
||||
totalUsage,
|
||||
totalUsagePercent,
|
||||
selectedCard,
|
||||
};
|
||||
return {
|
||||
cards,
|
||||
totalLimit,
|
||||
totalUsage,
|
||||
totalUsagePercent,
|
||||
selectedCard,
|
||||
};
|
||||
}
|
||||
|
||||
async function fetchCardDetail(
|
||||
userId: string,
|
||||
cardId: string,
|
||||
cardSummary: CardSummary,
|
||||
currentPeriod: string,
|
||||
userId: string,
|
||||
cardId: string,
|
||||
cardSummary: CardSummary,
|
||||
currentPeriod: string,
|
||||
): Promise<CardDetailData> {
|
||||
// Build period range for last 12 months
|
||||
const periods: string[] = [];
|
||||
let p = currentPeriod;
|
||||
for (let i = 0; i < 12; i++) {
|
||||
periods.unshift(p);
|
||||
p = getPreviousPeriod(p);
|
||||
}
|
||||
// Build period range for last 12 months
|
||||
const periods: string[] = [];
|
||||
let p = currentPeriod;
|
||||
for (let i = 0; i < 12; i++) {
|
||||
periods.unshift(p);
|
||||
p = getPreviousPeriod(p);
|
||||
}
|
||||
|
||||
const startPeriod = periods[0];
|
||||
const startPeriod = periods[0];
|
||||
|
||||
const monthLabels = [
|
||||
"Jan",
|
||||
"Fev",
|
||||
"Mar",
|
||||
"Abr",
|
||||
"Mai",
|
||||
"Jun",
|
||||
"Jul",
|
||||
"Ago",
|
||||
"Set",
|
||||
"Out",
|
||||
"Nov",
|
||||
"Dez",
|
||||
];
|
||||
const monthLabels = [
|
||||
"Jan",
|
||||
"Fev",
|
||||
"Mar",
|
||||
"Abr",
|
||||
"Mai",
|
||||
"Jun",
|
||||
"Jul",
|
||||
"Ago",
|
||||
"Set",
|
||||
"Out",
|
||||
"Nov",
|
||||
"Dez",
|
||||
];
|
||||
|
||||
// Fetch monthly usage
|
||||
const monthlyData = await db
|
||||
.select({
|
||||
period: lancamentos.period,
|
||||
totalAmount: sum(lancamentos.amount).as("total"),
|
||||
})
|
||||
.from(lancamentos)
|
||||
.innerJoin(pagadores, eq(lancamentos.pagadorId, pagadores.id))
|
||||
.where(
|
||||
and(
|
||||
eq(lancamentos.userId, userId),
|
||||
eq(lancamentos.cartaoId, cardId),
|
||||
gte(lancamentos.period, startPeriod),
|
||||
lte(lancamentos.period, currentPeriod),
|
||||
eq(pagadores.role, PAGADOR_ROLE_ADMIN),
|
||||
eq(lancamentos.transactionType, DESPESA),
|
||||
),
|
||||
)
|
||||
.groupBy(lancamentos.period)
|
||||
.orderBy(lancamentos.period);
|
||||
// Fetch monthly usage
|
||||
const monthlyData = await db
|
||||
.select({
|
||||
period: lancamentos.period,
|
||||
totalAmount: sum(lancamentos.amount).as("total"),
|
||||
})
|
||||
.from(lancamentos)
|
||||
.innerJoin(pagadores, eq(lancamentos.pagadorId, pagadores.id))
|
||||
.where(
|
||||
and(
|
||||
eq(lancamentos.userId, userId),
|
||||
eq(lancamentos.cartaoId, cardId),
|
||||
gte(lancamentos.period, startPeriod),
|
||||
lte(lancamentos.period, currentPeriod),
|
||||
eq(pagadores.role, PAGADOR_ROLE_ADMIN),
|
||||
eq(lancamentos.transactionType, DESPESA),
|
||||
),
|
||||
)
|
||||
.groupBy(lancamentos.period)
|
||||
.orderBy(lancamentos.period);
|
||||
|
||||
const monthlyUsage = periods.map((period) => {
|
||||
const data = monthlyData.find((d) => d.period === period);
|
||||
const [year, month] = period.split("-");
|
||||
return {
|
||||
period,
|
||||
periodLabel: `${monthLabels[parseInt(month, 10) - 1]}/${year.slice(2)}`,
|
||||
amount: Math.abs(safeToNumber(data?.totalAmount)),
|
||||
};
|
||||
});
|
||||
const monthlyUsage = periods.map((period) => {
|
||||
const data = monthlyData.find((d) => d.period === period);
|
||||
const [year, month] = period.split("-");
|
||||
return {
|
||||
period,
|
||||
periodLabel: `${monthLabels[parseInt(month, 10) - 1]}/${year.slice(2)}`,
|
||||
amount: Math.abs(safeToNumber(data?.totalAmount)),
|
||||
};
|
||||
});
|
||||
|
||||
// Fetch category breakdown for current period
|
||||
const categoryData = await db
|
||||
.select({
|
||||
categoriaId: lancamentos.categoriaId,
|
||||
totalAmount: sum(lancamentos.amount).as("total"),
|
||||
})
|
||||
.from(lancamentos)
|
||||
.innerJoin(pagadores, eq(lancamentos.pagadorId, pagadores.id))
|
||||
.where(
|
||||
and(
|
||||
eq(lancamentos.userId, userId),
|
||||
eq(lancamentos.cartaoId, cardId),
|
||||
eq(lancamentos.period, currentPeriod),
|
||||
eq(pagadores.role, PAGADOR_ROLE_ADMIN),
|
||||
eq(lancamentos.transactionType, DESPESA),
|
||||
),
|
||||
)
|
||||
.groupBy(lancamentos.categoriaId);
|
||||
// Fetch category breakdown for current period
|
||||
const categoryData = await db
|
||||
.select({
|
||||
categoriaId: lancamentos.categoriaId,
|
||||
totalAmount: sum(lancamentos.amount).as("total"),
|
||||
})
|
||||
.from(lancamentos)
|
||||
.innerJoin(pagadores, eq(lancamentos.pagadorId, pagadores.id))
|
||||
.where(
|
||||
and(
|
||||
eq(lancamentos.userId, userId),
|
||||
eq(lancamentos.cartaoId, cardId),
|
||||
eq(lancamentos.period, currentPeriod),
|
||||
eq(pagadores.role, PAGADOR_ROLE_ADMIN),
|
||||
eq(lancamentos.transactionType, DESPESA),
|
||||
),
|
||||
)
|
||||
.groupBy(lancamentos.categoriaId);
|
||||
|
||||
// Fetch category names
|
||||
const categoryIds = categoryData
|
||||
.map((c) => c.categoriaId)
|
||||
.filter((id): id is string => id !== null);
|
||||
// Fetch category names
|
||||
const categoryIds = categoryData
|
||||
.map((c) => c.categoriaId)
|
||||
.filter((id): id is string => id !== null);
|
||||
|
||||
const categoryNames =
|
||||
categoryIds.length > 0
|
||||
? await db
|
||||
.select({
|
||||
id: categorias.id,
|
||||
name: categorias.name,
|
||||
icon: categorias.icon,
|
||||
})
|
||||
.from(categorias)
|
||||
.where(inArray(categorias.id, categoryIds))
|
||||
: [];
|
||||
const categoryNames =
|
||||
categoryIds.length > 0
|
||||
? await db
|
||||
.select({
|
||||
id: categorias.id,
|
||||
name: categorias.name,
|
||||
icon: categorias.icon,
|
||||
})
|
||||
.from(categorias)
|
||||
.where(inArray(categorias.id, categoryIds))
|
||||
: [];
|
||||
|
||||
const categoryNameMap = new Map(categoryNames.map((c) => [c.id, c]));
|
||||
const categoryNameMap = new Map(categoryNames.map((c) => [c.id, c]));
|
||||
|
||||
const totalCategoryAmount = categoryData.reduce(
|
||||
(acc, c) => acc + Math.abs(safeToNumber(c.totalAmount)),
|
||||
0,
|
||||
);
|
||||
const totalCategoryAmount = categoryData.reduce(
|
||||
(acc, c) => acc + Math.abs(safeToNumber(c.totalAmount)),
|
||||
0,
|
||||
);
|
||||
|
||||
const categoryBreakdown = categoryData
|
||||
.map((cat) => {
|
||||
const amount = Math.abs(safeToNumber(cat.totalAmount));
|
||||
const catInfo = cat.categoriaId
|
||||
? categoryNameMap.get(cat.categoriaId)
|
||||
: null;
|
||||
return {
|
||||
id: cat.categoriaId || "sem-categoria",
|
||||
name: catInfo?.name || "Sem categoria",
|
||||
icon: catInfo?.icon || null,
|
||||
amount,
|
||||
percent:
|
||||
totalCategoryAmount > 0 ? (amount / totalCategoryAmount) * 100 : 0,
|
||||
};
|
||||
})
|
||||
.sort((a, b) => b.amount - a.amount)
|
||||
.slice(0, 10);
|
||||
const categoryBreakdown = categoryData
|
||||
.map((cat) => {
|
||||
const amount = Math.abs(safeToNumber(cat.totalAmount));
|
||||
const catInfo = cat.categoriaId
|
||||
? categoryNameMap.get(cat.categoriaId)
|
||||
: null;
|
||||
return {
|
||||
id: cat.categoriaId || "sem-categoria",
|
||||
name: catInfo?.name || "Sem categoria",
|
||||
icon: catInfo?.icon || null,
|
||||
amount,
|
||||
percent:
|
||||
totalCategoryAmount > 0 ? (amount / totalCategoryAmount) * 100 : 0,
|
||||
};
|
||||
})
|
||||
.sort((a, b) => b.amount - a.amount)
|
||||
.slice(0, 10);
|
||||
|
||||
// Fetch top expenses for current period
|
||||
const topExpensesData = await db
|
||||
.select({
|
||||
id: lancamentos.id,
|
||||
name: lancamentos.name,
|
||||
amount: lancamentos.amount,
|
||||
purchaseDate: lancamentos.purchaseDate,
|
||||
categoriaId: lancamentos.categoriaId,
|
||||
})
|
||||
.from(lancamentos)
|
||||
.innerJoin(pagadores, eq(lancamentos.pagadorId, pagadores.id))
|
||||
.where(
|
||||
and(
|
||||
eq(lancamentos.userId, userId),
|
||||
eq(lancamentos.cartaoId, cardId),
|
||||
eq(lancamentos.period, currentPeriod),
|
||||
eq(pagadores.role, PAGADOR_ROLE_ADMIN),
|
||||
eq(lancamentos.transactionType, DESPESA),
|
||||
),
|
||||
)
|
||||
.orderBy(lancamentos.amount)
|
||||
.limit(10);
|
||||
// Fetch top expenses for current period
|
||||
const topExpensesData = await db
|
||||
.select({
|
||||
id: lancamentos.id,
|
||||
name: lancamentos.name,
|
||||
amount: lancamentos.amount,
|
||||
purchaseDate: lancamentos.purchaseDate,
|
||||
categoriaId: lancamentos.categoriaId,
|
||||
})
|
||||
.from(lancamentos)
|
||||
.innerJoin(pagadores, eq(lancamentos.pagadorId, pagadores.id))
|
||||
.where(
|
||||
and(
|
||||
eq(lancamentos.userId, userId),
|
||||
eq(lancamentos.cartaoId, cardId),
|
||||
eq(lancamentos.period, currentPeriod),
|
||||
eq(pagadores.role, PAGADOR_ROLE_ADMIN),
|
||||
eq(lancamentos.transactionType, DESPESA),
|
||||
),
|
||||
)
|
||||
.orderBy(lancamentos.amount)
|
||||
.limit(10);
|
||||
|
||||
const topExpenses = topExpensesData.map((expense) => {
|
||||
const catInfo = expense.categoriaId
|
||||
? categoryNameMap.get(expense.categoriaId)
|
||||
: null;
|
||||
return {
|
||||
id: expense.id,
|
||||
name: expense.name,
|
||||
amount: Math.abs(safeToNumber(expense.amount)),
|
||||
date: expense.purchaseDate
|
||||
? new Date(expense.purchaseDate).toLocaleDateString("pt-BR")
|
||||
: "",
|
||||
category: catInfo?.name || null,
|
||||
};
|
||||
});
|
||||
const topExpenses = topExpensesData.map((expense) => {
|
||||
const catInfo = expense.categoriaId
|
||||
? categoryNameMap.get(expense.categoriaId)
|
||||
: null;
|
||||
return {
|
||||
id: expense.id,
|
||||
name: expense.name,
|
||||
amount: Math.abs(safeToNumber(expense.amount)),
|
||||
date: expense.purchaseDate
|
||||
? new Date(expense.purchaseDate).toLocaleDateString("pt-BR")
|
||||
: "",
|
||||
category: catInfo?.name || null,
|
||||
};
|
||||
});
|
||||
|
||||
// Fetch invoice status for last 6 months
|
||||
const invoiceData = await db
|
||||
.select({
|
||||
period: faturas.period,
|
||||
status: faturas.paymentStatus,
|
||||
})
|
||||
.from(faturas)
|
||||
.where(
|
||||
and(
|
||||
eq(faturas.userId, userId),
|
||||
eq(faturas.cartaoId, cardId),
|
||||
gte(faturas.period, startPeriod),
|
||||
lte(faturas.period, currentPeriod),
|
||||
),
|
||||
)
|
||||
.orderBy(faturas.period);
|
||||
// Fetch invoice status for last 6 months
|
||||
const invoiceData = await db
|
||||
.select({
|
||||
period: faturas.period,
|
||||
status: faturas.paymentStatus,
|
||||
})
|
||||
.from(faturas)
|
||||
.where(
|
||||
and(
|
||||
eq(faturas.userId, userId),
|
||||
eq(faturas.cartaoId, cardId),
|
||||
gte(faturas.period, startPeriod),
|
||||
lte(faturas.period, currentPeriod),
|
||||
),
|
||||
)
|
||||
.orderBy(faturas.period);
|
||||
|
||||
const invoiceStatus = periods.map((period) => {
|
||||
const invoice = invoiceData.find((i) => i.period === period);
|
||||
const usage = monthlyUsage.find((m) => m.period === period);
|
||||
return {
|
||||
period,
|
||||
status: invoice?.status || null,
|
||||
amount: usage?.amount || 0,
|
||||
};
|
||||
});
|
||||
const invoiceStatus = periods.map((period) => {
|
||||
const invoice = invoiceData.find((i) => i.period === period);
|
||||
const usage = monthlyUsage.find((m) => m.period === period);
|
||||
return {
|
||||
period,
|
||||
status: invoice?.status || null,
|
||||
amount: usage?.amount || 0,
|
||||
};
|
||||
});
|
||||
|
||||
return {
|
||||
card: cardSummary,
|
||||
monthlyUsage,
|
||||
categoryBreakdown,
|
||||
topExpenses,
|
||||
invoiceStatus,
|
||||
};
|
||||
return {
|
||||
card: cardSummary,
|
||||
monthlyUsage,
|
||||
categoryBreakdown,
|
||||
topExpenses,
|
||||
invoiceStatus,
|
||||
};
|
||||
}
|
||||
|
||||
@@ -2,179 +2,176 @@
|
||||
* Data fetching function for Category Chart (based on selected filters)
|
||||
*/
|
||||
|
||||
import { categorias, lancamentos, pagadores } from "@/db/schema";
|
||||
import { ACCOUNT_AUTO_INVOICE_NOTE_PREFIX } from "@/lib/accounts/constants";
|
||||
import { db } from "@/lib/db";
|
||||
import { PAGADOR_ROLE_ADMIN } from "@/lib/pagadores/constants";
|
||||
import { toNumber } from "@/lib/dashboard/common";
|
||||
import { and, eq, inArray, isNull, or, sql } from "drizzle-orm";
|
||||
import { generatePeriodRange } from "./utils";
|
||||
import { format } from "date-fns";
|
||||
import { ptBR } from "date-fns/locale";
|
||||
import { and, eq, inArray, isNull, or, sql } from "drizzle-orm";
|
||||
import { categorias, lancamentos, pagadores } from "@/db/schema";
|
||||
import { ACCOUNT_AUTO_INVOICE_NOTE_PREFIX } from "@/lib/accounts/constants";
|
||||
import { toNumber } from "@/lib/dashboard/common";
|
||||
import { db } from "@/lib/db";
|
||||
import { PAGADOR_ROLE_ADMIN } from "@/lib/pagadores/constants";
|
||||
import { generatePeriodRange } from "./utils";
|
||||
|
||||
export type CategoryChartData = {
|
||||
months: string[]; // Short month labels (e.g., "JAN", "FEV")
|
||||
categories: Array<{
|
||||
id: string;
|
||||
name: string;
|
||||
icon: string | null;
|
||||
type: "despesa" | "receita";
|
||||
}>;
|
||||
chartData: Array<{
|
||||
month: string;
|
||||
[categoryName: string]: number | string;
|
||||
}>;
|
||||
allCategories: Array<{
|
||||
id: string;
|
||||
name: string;
|
||||
icon: string | null;
|
||||
type: "despesa" | "receita";
|
||||
}>;
|
||||
months: string[]; // Short month labels (e.g., "JAN", "FEV")
|
||||
categories: Array<{
|
||||
id: string;
|
||||
name: string;
|
||||
icon: string | null;
|
||||
type: "despesa" | "receita";
|
||||
}>;
|
||||
chartData: Array<{
|
||||
month: string;
|
||||
[categoryName: string]: number | string;
|
||||
}>;
|
||||
allCategories: Array<{
|
||||
id: string;
|
||||
name: string;
|
||||
icon: string | null;
|
||||
type: "despesa" | "receita";
|
||||
}>;
|
||||
};
|
||||
|
||||
export async function fetchCategoryChartData(
|
||||
userId: string,
|
||||
startPeriod: string,
|
||||
endPeriod: string,
|
||||
categoryIds?: string[]
|
||||
userId: string,
|
||||
startPeriod: string,
|
||||
endPeriod: string,
|
||||
categoryIds?: string[],
|
||||
): Promise<CategoryChartData> {
|
||||
// Generate all periods in the range
|
||||
const periods = generatePeriodRange(startPeriod, endPeriod);
|
||||
// Generate all periods in the range
|
||||
const periods = generatePeriodRange(startPeriod, endPeriod);
|
||||
|
||||
// Build WHERE conditions
|
||||
const whereConditions = [
|
||||
eq(lancamentos.userId, userId),
|
||||
inArray(lancamentos.period, periods),
|
||||
eq(pagadores.role, PAGADOR_ROLE_ADMIN),
|
||||
or(eq(categorias.type, "despesa"), eq(categorias.type, "receita")),
|
||||
or(
|
||||
isNull(lancamentos.note),
|
||||
sql`${lancamentos.note} NOT LIKE ${`${ACCOUNT_AUTO_INVOICE_NOTE_PREFIX}%`}`
|
||||
),
|
||||
];
|
||||
// Build WHERE conditions
|
||||
const whereConditions = [
|
||||
eq(lancamentos.userId, userId),
|
||||
inArray(lancamentos.period, periods),
|
||||
eq(pagadores.role, PAGADOR_ROLE_ADMIN),
|
||||
or(eq(categorias.type, "despesa"), eq(categorias.type, "receita")),
|
||||
or(
|
||||
isNull(lancamentos.note),
|
||||
sql`${lancamentos.note} NOT LIKE ${`${ACCOUNT_AUTO_INVOICE_NOTE_PREFIX}%`}`,
|
||||
),
|
||||
];
|
||||
|
||||
// Add optional category filter
|
||||
if (categoryIds && categoryIds.length > 0) {
|
||||
whereConditions.push(inArray(categorias.id, categoryIds));
|
||||
}
|
||||
// Add optional category filter
|
||||
if (categoryIds && categoryIds.length > 0) {
|
||||
whereConditions.push(inArray(categorias.id, categoryIds));
|
||||
}
|
||||
|
||||
// Query to get aggregated data by category and period
|
||||
const rows = await db
|
||||
.select({
|
||||
categoryId: categorias.id,
|
||||
categoryName: categorias.name,
|
||||
categoryIcon: categorias.icon,
|
||||
categoryType: categorias.type,
|
||||
period: lancamentos.period,
|
||||
total: sql<number>`coalesce(sum(abs(${lancamentos.amount})), 0)`,
|
||||
})
|
||||
.from(lancamentos)
|
||||
.innerJoin(pagadores, eq(lancamentos.pagadorId, pagadores.id))
|
||||
.innerJoin(categorias, eq(lancamentos.categoriaId, categorias.id))
|
||||
.where(and(...whereConditions))
|
||||
.groupBy(
|
||||
categorias.id,
|
||||
categorias.name,
|
||||
categorias.icon,
|
||||
categorias.type,
|
||||
lancamentos.period
|
||||
);
|
||||
// Query to get aggregated data by category and period
|
||||
const rows = await db
|
||||
.select({
|
||||
categoryId: categorias.id,
|
||||
categoryName: categorias.name,
|
||||
categoryIcon: categorias.icon,
|
||||
categoryType: categorias.type,
|
||||
period: lancamentos.period,
|
||||
total: sql<number>`coalesce(sum(abs(${lancamentos.amount})), 0)`,
|
||||
})
|
||||
.from(lancamentos)
|
||||
.innerJoin(pagadores, eq(lancamentos.pagadorId, pagadores.id))
|
||||
.innerJoin(categorias, eq(lancamentos.categoriaId, categorias.id))
|
||||
.where(and(...whereConditions))
|
||||
.groupBy(
|
||||
categorias.id,
|
||||
categorias.name,
|
||||
categorias.icon,
|
||||
categorias.type,
|
||||
lancamentos.period,
|
||||
);
|
||||
|
||||
// Fetch all categories for the user (for category selection)
|
||||
const allCategoriesRows = await db
|
||||
.select({
|
||||
id: categorias.id,
|
||||
name: categorias.name,
|
||||
icon: categorias.icon,
|
||||
type: categorias.type,
|
||||
})
|
||||
.from(categorias)
|
||||
.where(eq(categorias.userId, userId))
|
||||
.orderBy(categorias.type, categorias.name);
|
||||
// Fetch all categories for the user (for category selection)
|
||||
const allCategoriesRows = await db
|
||||
.select({
|
||||
id: categorias.id,
|
||||
name: categorias.name,
|
||||
icon: categorias.icon,
|
||||
type: categorias.type,
|
||||
})
|
||||
.from(categorias)
|
||||
.where(eq(categorias.userId, userId))
|
||||
.orderBy(categorias.type, categorias.name);
|
||||
|
||||
// Map all categories
|
||||
const allCategories = allCategoriesRows.map((cat: {
|
||||
id: string;
|
||||
name: string;
|
||||
icon: string | null;
|
||||
type: string;
|
||||
}) => ({
|
||||
id: cat.id,
|
||||
name: cat.name,
|
||||
icon: cat.icon,
|
||||
type: cat.type as "despesa" | "receita",
|
||||
}));
|
||||
// Map all categories
|
||||
const allCategories = allCategoriesRows.map(
|
||||
(cat: { id: string; name: string; icon: string | null; type: string }) => ({
|
||||
id: cat.id,
|
||||
name: cat.name,
|
||||
icon: cat.icon,
|
||||
type: cat.type as "despesa" | "receita",
|
||||
}),
|
||||
);
|
||||
|
||||
// Process results into chart format
|
||||
const categoryMap = new Map<
|
||||
string,
|
||||
{
|
||||
id: string;
|
||||
name: string;
|
||||
icon: string | null;
|
||||
type: "despesa" | "receita";
|
||||
dataByPeriod: Map<string, number>;
|
||||
}
|
||||
>();
|
||||
// Process results into chart format
|
||||
const categoryMap = new Map<
|
||||
string,
|
||||
{
|
||||
id: string;
|
||||
name: string;
|
||||
icon: string | null;
|
||||
type: "despesa" | "receita";
|
||||
dataByPeriod: Map<string, number>;
|
||||
}
|
||||
>();
|
||||
|
||||
// Process each row
|
||||
for (const row of rows) {
|
||||
const amount = Math.abs(toNumber(row.total));
|
||||
const { categoryId, categoryName, categoryIcon, categoryType, period } =
|
||||
row;
|
||||
// Process each row
|
||||
for (const row of rows) {
|
||||
const amount = Math.abs(toNumber(row.total));
|
||||
const { categoryId, categoryName, categoryIcon, categoryType, period } =
|
||||
row;
|
||||
|
||||
if (!categoryMap.has(categoryId)) {
|
||||
categoryMap.set(categoryId, {
|
||||
id: categoryId,
|
||||
name: categoryName,
|
||||
icon: categoryIcon,
|
||||
type: categoryType as "despesa" | "receita",
|
||||
dataByPeriod: new Map(),
|
||||
});
|
||||
}
|
||||
if (!categoryMap.has(categoryId)) {
|
||||
categoryMap.set(categoryId, {
|
||||
id: categoryId,
|
||||
name: categoryName,
|
||||
icon: categoryIcon,
|
||||
type: categoryType as "despesa" | "receita",
|
||||
dataByPeriod: new Map(),
|
||||
});
|
||||
}
|
||||
|
||||
const categoryItem = categoryMap.get(categoryId)!;
|
||||
categoryItem.dataByPeriod.set(period, amount);
|
||||
}
|
||||
const categoryItem = categoryMap.get(categoryId)!;
|
||||
categoryItem.dataByPeriod.set(period, amount);
|
||||
}
|
||||
|
||||
// Build chart data
|
||||
const chartData = periods.map((period) => {
|
||||
const [year, month] = period.split("-");
|
||||
const date = new Date(parseInt(year), parseInt(month) - 1, 1);
|
||||
const monthLabel = format(date, "MMM", { locale: ptBR }).toUpperCase();
|
||||
// Build chart data
|
||||
const chartData = periods.map((period) => {
|
||||
const [year, month] = period.split("-");
|
||||
const date = new Date(parseInt(year, 10), parseInt(month, 10) - 1, 1);
|
||||
const monthLabel = format(date, "MMM", { locale: ptBR }).toUpperCase();
|
||||
|
||||
const dataPoint: { month: string; [key: string]: number | string } = {
|
||||
month: monthLabel,
|
||||
};
|
||||
const dataPoint: { month: string; [key: string]: number | string } = {
|
||||
month: monthLabel,
|
||||
};
|
||||
|
||||
// Add data for each category
|
||||
for (const category of categoryMap.values()) {
|
||||
const value = category.dataByPeriod.get(period) ?? 0;
|
||||
dataPoint[category.name] = value;
|
||||
}
|
||||
// Add data for each category
|
||||
for (const category of categoryMap.values()) {
|
||||
const value = category.dataByPeriod.get(period) ?? 0;
|
||||
dataPoint[category.name] = value;
|
||||
}
|
||||
|
||||
return dataPoint;
|
||||
});
|
||||
return dataPoint;
|
||||
});
|
||||
|
||||
// Generate month labels
|
||||
const months = periods.map((period) => {
|
||||
const [year, month] = period.split("-");
|
||||
const date = new Date(parseInt(year), parseInt(month) - 1, 1);
|
||||
return format(date, "MMM", { locale: ptBR }).toUpperCase();
|
||||
});
|
||||
// Generate month labels
|
||||
const months = periods.map((period) => {
|
||||
const [year, month] = period.split("-");
|
||||
const date = new Date(parseInt(year, 10), parseInt(month, 10) - 1, 1);
|
||||
return format(date, "MMM", { locale: ptBR }).toUpperCase();
|
||||
});
|
||||
|
||||
// Build categories array
|
||||
const categories = Array.from(categoryMap.values()).map((cat) => ({
|
||||
id: cat.id,
|
||||
name: cat.name,
|
||||
icon: cat.icon,
|
||||
type: cat.type,
|
||||
}));
|
||||
// Build categories array
|
||||
const categories = Array.from(categoryMap.values()).map((cat) => ({
|
||||
id: cat.id,
|
||||
name: cat.name,
|
||||
icon: cat.icon,
|
||||
type: cat.type,
|
||||
}));
|
||||
|
||||
return {
|
||||
months,
|
||||
categories,
|
||||
chartData,
|
||||
allCategories,
|
||||
};
|
||||
return {
|
||||
months,
|
||||
categories,
|
||||
chartData,
|
||||
allCategories,
|
||||
};
|
||||
}
|
||||
|
||||
@@ -2,17 +2,17 @@
|
||||
* Data fetching function for Category Report
|
||||
*/
|
||||
|
||||
import { and, eq, inArray, isNull, or, sql } from "drizzle-orm";
|
||||
import { categorias, lancamentos, pagadores } from "@/db/schema";
|
||||
import { ACCOUNT_AUTO_INVOICE_NOTE_PREFIX } from "@/lib/accounts/constants";
|
||||
import { toNumber } from "@/lib/dashboard/common";
|
||||
import { db } from "@/lib/db";
|
||||
import { PAGADOR_ROLE_ADMIN } from "@/lib/pagadores/constants";
|
||||
import { toNumber } from "@/lib/dashboard/common";
|
||||
import { and, eq, inArray, isNull, or, sql } from "drizzle-orm";
|
||||
import type {
|
||||
CategoryReportData,
|
||||
CategoryReportFilters,
|
||||
CategoryReportItem,
|
||||
MonthlyData,
|
||||
CategoryReportData,
|
||||
CategoryReportFilters,
|
||||
CategoryReportItem,
|
||||
MonthlyData,
|
||||
} from "./types";
|
||||
import { calculatePercentageChange, generatePeriodRange } from "./utils";
|
||||
|
||||
@@ -24,175 +24,173 @@ import { calculatePercentageChange, generatePeriodRange } from "./utils";
|
||||
* @returns Complete category report data
|
||||
*/
|
||||
export async function fetchCategoryReport(
|
||||
userId: string,
|
||||
filters: CategoryReportFilters
|
||||
userId: string,
|
||||
filters: CategoryReportFilters,
|
||||
): Promise<CategoryReportData> {
|
||||
const { startPeriod, endPeriod, categoryIds } = filters;
|
||||
const { startPeriod, endPeriod, categoryIds } = filters;
|
||||
|
||||
// Generate all periods in the range
|
||||
const periods = generatePeriodRange(startPeriod, endPeriod);
|
||||
// Generate all periods in the range
|
||||
const periods = generatePeriodRange(startPeriod, endPeriod);
|
||||
|
||||
// Build WHERE conditions
|
||||
const whereConditions = [
|
||||
eq(lancamentos.userId, userId),
|
||||
inArray(lancamentos.period, periods),
|
||||
eq(pagadores.role, PAGADOR_ROLE_ADMIN),
|
||||
or(
|
||||
eq(categorias.type, "despesa"),
|
||||
eq(categorias.type, "receita")
|
||||
),
|
||||
or(
|
||||
isNull(lancamentos.note),
|
||||
sql`${lancamentos.note} NOT LIKE ${`${ACCOUNT_AUTO_INVOICE_NOTE_PREFIX}%`}`
|
||||
),
|
||||
];
|
||||
// Build WHERE conditions
|
||||
const whereConditions = [
|
||||
eq(lancamentos.userId, userId),
|
||||
inArray(lancamentos.period, periods),
|
||||
eq(pagadores.role, PAGADOR_ROLE_ADMIN),
|
||||
or(eq(categorias.type, "despesa"), eq(categorias.type, "receita")),
|
||||
or(
|
||||
isNull(lancamentos.note),
|
||||
sql`${lancamentos.note} NOT LIKE ${`${ACCOUNT_AUTO_INVOICE_NOTE_PREFIX}%`}`,
|
||||
),
|
||||
];
|
||||
|
||||
// Add optional category filter
|
||||
if (categoryIds && categoryIds.length > 0) {
|
||||
whereConditions.push(inArray(categorias.id, categoryIds));
|
||||
}
|
||||
// Add optional category filter
|
||||
if (categoryIds && categoryIds.length > 0) {
|
||||
whereConditions.push(inArray(categorias.id, categoryIds));
|
||||
}
|
||||
|
||||
// Query to get aggregated data by category and period
|
||||
const rows = await db
|
||||
.select({
|
||||
categoryId: categorias.id,
|
||||
categoryName: categorias.name,
|
||||
categoryIcon: categorias.icon,
|
||||
categoryType: categorias.type,
|
||||
period: lancamentos.period,
|
||||
total: sql<number>`coalesce(sum(${lancamentos.amount}), 0)`,
|
||||
})
|
||||
.from(lancamentos)
|
||||
.innerJoin(pagadores, eq(lancamentos.pagadorId, pagadores.id))
|
||||
.innerJoin(categorias, eq(lancamentos.categoriaId, categorias.id))
|
||||
.where(and(...whereConditions))
|
||||
.groupBy(
|
||||
categorias.id,
|
||||
categorias.name,
|
||||
categorias.icon,
|
||||
categorias.type,
|
||||
lancamentos.period
|
||||
);
|
||||
// Query to get aggregated data by category and period
|
||||
const rows = await db
|
||||
.select({
|
||||
categoryId: categorias.id,
|
||||
categoryName: categorias.name,
|
||||
categoryIcon: categorias.icon,
|
||||
categoryType: categorias.type,
|
||||
period: lancamentos.period,
|
||||
total: sql<number>`coalesce(sum(${lancamentos.amount}), 0)`,
|
||||
})
|
||||
.from(lancamentos)
|
||||
.innerJoin(pagadores, eq(lancamentos.pagadorId, pagadores.id))
|
||||
.innerJoin(categorias, eq(lancamentos.categoriaId, categorias.id))
|
||||
.where(and(...whereConditions))
|
||||
.groupBy(
|
||||
categorias.id,
|
||||
categorias.name,
|
||||
categorias.icon,
|
||||
categorias.type,
|
||||
lancamentos.period,
|
||||
);
|
||||
|
||||
// Process results into CategoryReportData structure
|
||||
const categoryMap = new Map<string, CategoryReportItem>();
|
||||
const periodTotalsMap = new Map<string, number>();
|
||||
// Process results into CategoryReportData structure
|
||||
const categoryMap = new Map<string, CategoryReportItem>();
|
||||
const periodTotalsMap = new Map<string, number>();
|
||||
|
||||
// Initialize period totals
|
||||
for (const period of periods) {
|
||||
periodTotalsMap.set(period, 0);
|
||||
}
|
||||
// Initialize period totals
|
||||
for (const period of periods) {
|
||||
periodTotalsMap.set(period, 0);
|
||||
}
|
||||
|
||||
// Process each row
|
||||
for (const row of rows) {
|
||||
const amount = Math.abs(toNumber(row.total));
|
||||
const { categoryId, categoryName, categoryIcon, categoryType, period } = row;
|
||||
// Process each row
|
||||
for (const row of rows) {
|
||||
const amount = Math.abs(toNumber(row.total));
|
||||
const { categoryId, categoryName, categoryIcon, categoryType, period } =
|
||||
row;
|
||||
|
||||
// Get or create category item
|
||||
if (!categoryMap.has(categoryId)) {
|
||||
categoryMap.set(categoryId, {
|
||||
categoryId,
|
||||
name: categoryName,
|
||||
icon: categoryIcon,
|
||||
type: categoryType as "despesa" | "receita",
|
||||
monthlyData: new Map<string, MonthlyData>(),
|
||||
total: 0,
|
||||
});
|
||||
}
|
||||
// Get or create category item
|
||||
if (!categoryMap.has(categoryId)) {
|
||||
categoryMap.set(categoryId, {
|
||||
categoryId,
|
||||
name: categoryName,
|
||||
icon: categoryIcon,
|
||||
type: categoryType as "despesa" | "receita",
|
||||
monthlyData: new Map<string, MonthlyData>(),
|
||||
total: 0,
|
||||
});
|
||||
}
|
||||
|
||||
const categoryItem = categoryMap.get(categoryId)!;
|
||||
const categoryItem = categoryMap.get(categoryId)!;
|
||||
|
||||
// Add monthly data (will calculate percentage later)
|
||||
categoryItem.monthlyData.set(period, {
|
||||
period,
|
||||
amount,
|
||||
previousAmount: 0, // Will be filled in next step
|
||||
percentageChange: null, // Will be calculated in next step
|
||||
});
|
||||
// Add monthly data (will calculate percentage later)
|
||||
categoryItem.monthlyData.set(period, {
|
||||
period,
|
||||
amount,
|
||||
previousAmount: 0, // Will be filled in next step
|
||||
percentageChange: null, // Will be calculated in next step
|
||||
});
|
||||
|
||||
// Update category total
|
||||
categoryItem.total += amount;
|
||||
// Update category total
|
||||
categoryItem.total += amount;
|
||||
|
||||
// Update period total
|
||||
const currentPeriodTotal = periodTotalsMap.get(period) ?? 0;
|
||||
periodTotalsMap.set(period, currentPeriodTotal + amount);
|
||||
}
|
||||
// Update period total
|
||||
const currentPeriodTotal = periodTotalsMap.get(period) ?? 0;
|
||||
periodTotalsMap.set(period, currentPeriodTotal + amount);
|
||||
}
|
||||
|
||||
// Calculate percentage changes (compare with previous period)
|
||||
for (const categoryItem of categoryMap.values()) {
|
||||
const sortedPeriods = Array.from(categoryItem.monthlyData.keys()).sort();
|
||||
// Calculate percentage changes (compare with previous period)
|
||||
for (const categoryItem of categoryMap.values()) {
|
||||
const sortedPeriods = Array.from(categoryItem.monthlyData.keys()).sort();
|
||||
|
||||
for (let i = 0; i < sortedPeriods.length; i++) {
|
||||
const period = sortedPeriods[i];
|
||||
const monthlyData = categoryItem.monthlyData.get(period)!;
|
||||
for (let i = 0; i < sortedPeriods.length; i++) {
|
||||
const period = sortedPeriods[i];
|
||||
const monthlyData = categoryItem.monthlyData.get(period)!;
|
||||
|
||||
if (i > 0) {
|
||||
// Get previous period data
|
||||
const prevPeriod = sortedPeriods[i - 1];
|
||||
const prevMonthlyData = categoryItem.monthlyData.get(prevPeriod);
|
||||
const previousAmount = prevMonthlyData?.amount ?? 0;
|
||||
if (i > 0) {
|
||||
// Get previous period data
|
||||
const prevPeriod = sortedPeriods[i - 1];
|
||||
const prevMonthlyData = categoryItem.monthlyData.get(prevPeriod);
|
||||
const previousAmount = prevMonthlyData?.amount ?? 0;
|
||||
|
||||
// Update with previous amount and calculate percentage
|
||||
monthlyData.previousAmount = previousAmount;
|
||||
monthlyData.percentageChange = calculatePercentageChange(
|
||||
monthlyData.amount,
|
||||
previousAmount
|
||||
);
|
||||
} else {
|
||||
// First period - no comparison
|
||||
monthlyData.previousAmount = 0;
|
||||
monthlyData.percentageChange = null;
|
||||
}
|
||||
}
|
||||
}
|
||||
// Update with previous amount and calculate percentage
|
||||
monthlyData.previousAmount = previousAmount;
|
||||
monthlyData.percentageChange = calculatePercentageChange(
|
||||
monthlyData.amount,
|
||||
previousAmount,
|
||||
);
|
||||
} else {
|
||||
// First period - no comparison
|
||||
monthlyData.previousAmount = 0;
|
||||
monthlyData.percentageChange = null;
|
||||
}
|
||||
}
|
||||
}
|
||||
|
||||
// Fill in missing periods with zero values
|
||||
for (const categoryItem of categoryMap.values()) {
|
||||
for (const period of periods) {
|
||||
if (!categoryItem.monthlyData.has(period)) {
|
||||
// Find previous period data for percentage calculation
|
||||
const periodIndex = periods.indexOf(period);
|
||||
let previousAmount = 0;
|
||||
// Fill in missing periods with zero values
|
||||
for (const categoryItem of categoryMap.values()) {
|
||||
for (const period of periods) {
|
||||
if (!categoryItem.monthlyData.has(period)) {
|
||||
// Find previous period data for percentage calculation
|
||||
const periodIndex = periods.indexOf(period);
|
||||
let previousAmount = 0;
|
||||
|
||||
if (periodIndex > 0) {
|
||||
const prevPeriod = periods[periodIndex - 1];
|
||||
const prevData = categoryItem.monthlyData.get(prevPeriod);
|
||||
previousAmount = prevData?.amount ?? 0;
|
||||
}
|
||||
if (periodIndex > 0) {
|
||||
const prevPeriod = periods[periodIndex - 1];
|
||||
const prevData = categoryItem.monthlyData.get(prevPeriod);
|
||||
previousAmount = prevData?.amount ?? 0;
|
||||
}
|
||||
|
||||
categoryItem.monthlyData.set(period, {
|
||||
period,
|
||||
amount: 0,
|
||||
previousAmount,
|
||||
percentageChange: calculatePercentageChange(0, previousAmount),
|
||||
});
|
||||
}
|
||||
}
|
||||
}
|
||||
categoryItem.monthlyData.set(period, {
|
||||
period,
|
||||
amount: 0,
|
||||
previousAmount,
|
||||
percentageChange: calculatePercentageChange(0, previousAmount),
|
||||
});
|
||||
}
|
||||
}
|
||||
}
|
||||
|
||||
// Convert to array and sort
|
||||
const categories = Array.from(categoryMap.values());
|
||||
// Convert to array and sort
|
||||
const categories = Array.from(categoryMap.values());
|
||||
|
||||
// Sort: despesas first (by total desc), then receitas (by total desc)
|
||||
categories.sort((a, b) => {
|
||||
// First by type: despesa comes before receita
|
||||
if (a.type !== b.type) {
|
||||
return a.type === "despesa" ? -1 : 1;
|
||||
}
|
||||
// Then by total (descending)
|
||||
return b.total - a.total;
|
||||
});
|
||||
// Sort: despesas first (by total desc), then receitas (by total desc)
|
||||
categories.sort((a, b) => {
|
||||
// First by type: despesa comes before receita
|
||||
if (a.type !== b.type) {
|
||||
return a.type === "despesa" ? -1 : 1;
|
||||
}
|
||||
// Then by total (descending)
|
||||
return b.total - a.total;
|
||||
});
|
||||
|
||||
// Calculate grand total
|
||||
let grandTotal = 0;
|
||||
for (const categoryItem of categories) {
|
||||
grandTotal += categoryItem.total;
|
||||
}
|
||||
// Calculate grand total
|
||||
let grandTotal = 0;
|
||||
for (const categoryItem of categories) {
|
||||
grandTotal += categoryItem.total;
|
||||
}
|
||||
|
||||
return {
|
||||
categories,
|
||||
periods,
|
||||
totals: periodTotalsMap,
|
||||
grandTotal,
|
||||
};
|
||||
return {
|
||||
categories,
|
||||
periods,
|
||||
totals: periodTotalsMap,
|
||||
grandTotal,
|
||||
};
|
||||
}
|
||||
|
||||
@@ -6,47 +6,47 @@
|
||||
* Monthly data for a specific category in a specific period
|
||||
*/
|
||||
export type MonthlyData = {
|
||||
period: string; // Format: "YYYY-MM"
|
||||
amount: number; // Total amount for this category in this period
|
||||
previousAmount: number; // Amount from previous period (for comparison)
|
||||
percentageChange: number | null; // Percentage change from previous period
|
||||
period: string; // Format: "YYYY-MM"
|
||||
amount: number; // Total amount for this category in this period
|
||||
previousAmount: number; // Amount from previous period (for comparison)
|
||||
percentageChange: number | null; // Percentage change from previous period
|
||||
};
|
||||
|
||||
/**
|
||||
* Single category item in the report
|
||||
*/
|
||||
export type CategoryReportItem = {
|
||||
categoryId: string;
|
||||
name: string;
|
||||
icon: string | null;
|
||||
type: "despesa" | "receita";
|
||||
monthlyData: Map<string, MonthlyData>; // Key: period (YYYY-MM)
|
||||
total: number; // Total across all periods
|
||||
categoryId: string;
|
||||
name: string;
|
||||
icon: string | null;
|
||||
type: "despesa" | "receita";
|
||||
monthlyData: Map<string, MonthlyData>; // Key: period (YYYY-MM)
|
||||
total: number; // Total across all periods
|
||||
};
|
||||
|
||||
/**
|
||||
* Complete category report data structure
|
||||
*/
|
||||
export type CategoryReportData = {
|
||||
categories: CategoryReportItem[]; // All categories with their data
|
||||
periods: string[]; // All periods in the report (sorted chronologically)
|
||||
totals: Map<string, number>; // Total per period across all categories
|
||||
grandTotal: number; // Total of all categories and all periods
|
||||
categories: CategoryReportItem[]; // All categories with their data
|
||||
periods: string[]; // All periods in the report (sorted chronologically)
|
||||
totals: Map<string, number>; // Total per period across all categories
|
||||
grandTotal: number; // Total of all categories and all periods
|
||||
};
|
||||
|
||||
/**
|
||||
* Filters for category report query
|
||||
*/
|
||||
export type CategoryReportFilters = {
|
||||
startPeriod: string; // Format: "YYYY-MM"
|
||||
endPeriod: string; // Format: "YYYY-MM"
|
||||
categoryIds?: string[]; // Optional: filter by specific categories
|
||||
startPeriod: string; // Format: "YYYY-MM"
|
||||
endPeriod: string; // Format: "YYYY-MM"
|
||||
categoryIds?: string[]; // Optional: filter by specific categories
|
||||
};
|
||||
|
||||
/**
|
||||
* Validation result for date range
|
||||
*/
|
||||
export type DateRangeValidation = {
|
||||
isValid: boolean;
|
||||
error?: string;
|
||||
isValid: boolean;
|
||||
error?: string;
|
||||
};
|
||||
|
||||
@@ -2,9 +2,9 @@
|
||||
* Utility functions for Category Report feature
|
||||
*/
|
||||
|
||||
import { buildPeriodRange, MONTH_NAMES, parsePeriod } from "@/lib/utils/period";
|
||||
import { calculatePercentageChange } from "@/lib/utils/math";
|
||||
import { currencyFormatter } from "@/lib/lancamentos/formatting-helpers";
|
||||
import { calculatePercentageChange } from "@/lib/utils/math";
|
||||
import { buildPeriodRange, MONTH_NAMES, parsePeriod } from "@/lib/utils/period";
|
||||
import type { DateRangeValidation } from "./types";
|
||||
|
||||
// Re-export for convenience
|
||||
@@ -18,18 +18,18 @@ export { calculatePercentageChange };
|
||||
* @returns Formatted period string
|
||||
*/
|
||||
export function formatPeriodLabel(period: string): string {
|
||||
try {
|
||||
const { year, month } = parsePeriod(period);
|
||||
const monthName = MONTH_NAMES[month - 1];
|
||||
try {
|
||||
const { year, month } = parsePeriod(period);
|
||||
const monthName = MONTH_NAMES[month - 1];
|
||||
|
||||
// Capitalize first letter and take first 3 chars
|
||||
const shortMonth =
|
||||
monthName.charAt(0).toUpperCase() + monthName.slice(1, 3);
|
||||
// Capitalize first letter and take first 3 chars
|
||||
const shortMonth =
|
||||
monthName.charAt(0).toUpperCase() + monthName.slice(1, 3);
|
||||
|
||||
return `${shortMonth}/${year}`;
|
||||
} catch {
|
||||
return period; // Return original if parsing fails
|
||||
}
|
||||
return `${shortMonth}/${year}`;
|
||||
} catch {
|
||||
return period; // Return original if parsing fails
|
||||
}
|
||||
}
|
||||
|
||||
/**
|
||||
@@ -41,10 +41,10 @@ export function formatPeriodLabel(period: string): string {
|
||||
* @returns Array of period strings in chronological order
|
||||
*/
|
||||
export function generatePeriodRange(
|
||||
startPeriod: string,
|
||||
endPeriod: string
|
||||
startPeriod: string,
|
||||
endPeriod: string,
|
||||
): string[] {
|
||||
return buildPeriodRange(startPeriod, endPeriod);
|
||||
return buildPeriodRange(startPeriod, endPeriod);
|
||||
}
|
||||
|
||||
/**
|
||||
@@ -56,47 +56,47 @@ export function generatePeriodRange(
|
||||
* @returns Validation result with error message if invalid
|
||||
*/
|
||||
export function validateDateRange(
|
||||
startPeriod: string,
|
||||
endPeriod: string
|
||||
startPeriod: string,
|
||||
endPeriod: string,
|
||||
): DateRangeValidation {
|
||||
try {
|
||||
// Parse periods to validate format
|
||||
const start = parsePeriod(startPeriod);
|
||||
const end = parsePeriod(endPeriod);
|
||||
try {
|
||||
// Parse periods to validate format
|
||||
const start = parsePeriod(startPeriod);
|
||||
const end = parsePeriod(endPeriod);
|
||||
|
||||
// Check if end is before start
|
||||
if (
|
||||
end.year < start.year ||
|
||||
(end.year === start.year && end.month < start.month)
|
||||
) {
|
||||
return {
|
||||
isValid: false,
|
||||
error: "A data final deve ser maior ou igual à data inicial",
|
||||
};
|
||||
}
|
||||
// Check if end is before start
|
||||
if (
|
||||
end.year < start.year ||
|
||||
(end.year === start.year && end.month < start.month)
|
||||
) {
|
||||
return {
|
||||
isValid: false,
|
||||
error: "A data final deve ser maior ou igual à data inicial",
|
||||
};
|
||||
}
|
||||
|
||||
// Calculate number of months between periods
|
||||
const monthsDiff =
|
||||
(end.year - start.year) * 12 + (end.month - start.month) + 1;
|
||||
// Calculate number of months between periods
|
||||
const monthsDiff =
|
||||
(end.year - start.year) * 12 + (end.month - start.month) + 1;
|
||||
|
||||
// Check if period exceeds 24 months
|
||||
if (monthsDiff > 24) {
|
||||
return {
|
||||
isValid: false,
|
||||
error: "O período máximo permitido é de 24 meses",
|
||||
};
|
||||
}
|
||||
// Check if period exceeds 24 months
|
||||
if (monthsDiff > 24) {
|
||||
return {
|
||||
isValid: false,
|
||||
error: "O período máximo permitido é de 24 meses",
|
||||
};
|
||||
}
|
||||
|
||||
return { isValid: true };
|
||||
} catch (error) {
|
||||
return {
|
||||
isValid: false,
|
||||
error:
|
||||
error instanceof Error
|
||||
? error.message
|
||||
: "Formato de período inválido. Use YYYY-MM",
|
||||
};
|
||||
}
|
||||
return { isValid: true };
|
||||
} catch (error) {
|
||||
return {
|
||||
isValid: false,
|
||||
error:
|
||||
error instanceof Error
|
||||
? error.message
|
||||
: "Formato de período inválido. Use YYYY-MM",
|
||||
};
|
||||
}
|
||||
}
|
||||
|
||||
/**
|
||||
@@ -107,7 +107,7 @@ export function validateDateRange(
|
||||
* @returns Formatted currency string
|
||||
*/
|
||||
export function formatCurrency(value: number): string {
|
||||
return currencyFormatter.format(value);
|
||||
return currencyFormatter.format(value);
|
||||
}
|
||||
|
||||
/**
|
||||
@@ -118,14 +118,14 @@ export function formatCurrency(value: number): string {
|
||||
* @returns Formatted percentage string
|
||||
*/
|
||||
export function formatPercentageChange(change: number | null): string {
|
||||
if (change === null) return "-";
|
||||
if (change === null) return "-";
|
||||
|
||||
const absChange = Math.abs(change);
|
||||
const sign = change >= 0 ? "+" : "-";
|
||||
const absChange = Math.abs(change);
|
||||
const sign = change >= 0 ? "+" : "-";
|
||||
|
||||
// Use one decimal place if less than 10%
|
||||
const formatted =
|
||||
absChange < 10 ? absChange.toFixed(1) : Math.round(absChange).toString();
|
||||
// Use one decimal place if less than 10%
|
||||
const formatted =
|
||||
absChange < 10 ? absChange.toFixed(1) : Math.round(absChange).toString();
|
||||
|
||||
return `${sign}${formatted}%`;
|
||||
return `${sign}${formatted}%`;
|
||||
}
|
||||
|
||||
Reference in New Issue
Block a user