openmonetis/lib/dashboard/metrics.ts

import { lancamentos, pagadores, contas } from "@/db/schema";
import { ACCOUNT_AUTO_INVOICE_NOTE_PREFIX, INITIAL_BALANCE_NOTE } from "@/lib/accounts/constants";
import { db } from "@/lib/db";
import { PAGADOR_ROLE_ADMIN } from "@/lib/pagadores/constants";
import {
  getPreviousPeriod,
  buildPeriodRange,
  comparePeriods,
} from "@/lib/utils/period";
import { safeToNumber } from "@/lib/utils/number";
import { and, asc, eq, ilike, isNull, lte, not, or, sum, ne } from "drizzle-orm";

const RECEITA = "Receita";
const DESPESA = "Despesa";
const TRANSFERENCIA = "Transferência";

type MetricPair = {
  current: number;
  previous: number;
};

export type DashboardCardMetrics = {
  period: string;
  previousPeriod: string;
  receitas: MetricPair;
  despesas: MetricPair;
  balanco: MetricPair;
  previsto: MetricPair;
};

type PeriodTotals = {
  receitas: number;
  despesas: number;
  balanco: number;
};

const createEmptyTotals = (): PeriodTotals => ({
  receitas: 0,
  despesas: 0,
  balanco: 0,
});

const ensurePeriodTotals = (
  store: Map<string, PeriodTotals>,
  period: string
): PeriodTotals => {
  if (!store.has(period)) {
    store.set(period, createEmptyTotals());
  }
  const totals = store.get(period);
  // This should always exist since we just set it above
  if (!totals) {
    const emptyTotals = createEmptyTotals();
    store.set(period, emptyTotals);
    return emptyTotals;
  }
  return totals;
};

// Re-export for backward compatibility
export { getPreviousPeriod };

export async function fetchDashboardCardMetrics(
  userId: string,
  period: string
): Promise<DashboardCardMetrics> {
  const previousPeriod = getPreviousPeriod(period);

  const rows = await db
    .select({
      period: lancamentos.period,
      transactionType: lancamentos.transactionType,
      totalAmount: sum(lancamentos.amount).as("total"),
    })
    .from(lancamentos)
    .innerJoin(pagadores, eq(lancamentos.pagadorId, pagadores.id))
    .leftJoin(contas, eq(lancamentos.contaId, contas.id))
    .where(
      and(
        eq(lancamentos.userId, userId),
        lte(lancamentos.period, period),
        eq(pagadores.role, PAGADOR_ROLE_ADMIN),
        ne(lancamentos.transactionType, TRANSFERENCIA),
        or(
          isNull(lancamentos.note),
          not(
            ilike(
              lancamentos.note,
              `${ACCOUNT_AUTO_INVOICE_NOTE_PREFIX}%`
            )
          )
        ),
        // Excluir saldos iniciais se a conta tiver o flag ativo
        or(
          ne(lancamentos.note, INITIAL_BALANCE_NOTE),
          isNull(contas.excludeInitialBalanceFromIncome),
          eq(contas.excludeInitialBalanceFromIncome, false)
        )
      )
    )
    .groupBy(lancamentos.period, lancamentos.transactionType)
    .orderBy(asc(lancamentos.period), asc(lancamentos.transactionType));

  const periodTotals = new Map<string, PeriodTotals>();

  for (const row of rows) {
    if (!row.period) continue;
    const totals = ensurePeriodTotals(periodTotals, row.period);
    const total = safeToNumber(row.totalAmount);
    if (row.transactionType === RECEITA) {
      totals.receitas += total;
    } else if (row.transactionType === DESPESA) {
      totals.despesas += Math.abs(total);
    }
  }

  ensurePeriodTotals(periodTotals, period);
  ensurePeriodTotals(periodTotals, previousPeriod);

  const earliestPeriod =
    periodTotals.size > 0 ? Array.from(periodTotals.keys()).sort()[0] : period;

  const startPeriod =
    comparePeriods(earliestPeriod, previousPeriod) <= 0
      ? earliestPeriod
      : previousPeriod;

  const periodRange = buildPeriodRange(startPeriod, period);
  const forecastByPeriod = new Map<string, number>();
  let runningForecast = 0;

  for (const key of periodRange) {
    const totals = ensurePeriodTotals(periodTotals, key);
    totals.balanco = totals.receitas - totals.despesas;
    runningForecast += totals.balanco;
    forecastByPeriod.set(key, runningForecast);
  }

  const currentTotals = ensurePeriodTotals(periodTotals, period);
  const previousTotals = ensurePeriodTotals(periodTotals, previousPeriod);

  return {
    period,
    previousPeriod,
    receitas: {
      current: currentTotals.receitas,
      previous: previousTotals.receitas,
    },
    despesas: {
      current: currentTotals.despesas,
      previous: previousTotals.despesas,
    },
    balanco: {
      current: currentTotals.balanco,
      previous: previousTotals.balanco,
    },
    previsto: {
      current: forecastByPeriod.get(period) ?? runningForecast,
      previous: forecastByPeriod.get(previousPeriod) ?? 0,
    },
  };
}