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refactor: agrega queries e cache do dashboard
This commit is contained in:
Felipe Coutinho
287
src/features/dashboard/category-overview-queries.ts
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287
src/features/dashboard/category-overview-queries.ts
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@@ -0,0 +1,287 @@
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import { and, eq, inArray, or, sql } from "drizzle-orm";
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import {
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budgets,
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categories,
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financialAccounts,
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transactions,
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} from "@/db/schema";
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import {
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buildCategoryBreakdownData,
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type DashboardCategoryBreakdownData,
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} from "@/features/dashboard/categories/category-breakdown";
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import type { ExpensesByCategoryData } from "@/features/dashboard/categories/expenses-by-category-queries";
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import type { IncomeByCategoryData } from "@/features/dashboard/categories/income-by-category-queries";
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import type {
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GoalProgressCategory,
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GoalProgressItem,
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GoalsProgressData,
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} from "@/features/dashboard/goals-progress-queries";
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import {
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buildDashboardAdminFilters,
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excludeAutoInvoiceEntries,
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excludeInitialBalanceWhenConfigured,
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} from "@/features/dashboard/transaction-filters";
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import { db } from "@/shared/lib/db";
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import { getAdminPayerId } from "@/shared/lib/payers/get-admin-id";
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import { safeToNumber as toNumber } from "@/shared/utils/number";
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import { getPreviousPeriod } from "@/shared/utils/period";
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const BUDGET_CRITICAL_THRESHOLD = 80;
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type CategorySnapshotRow = {
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categoryId: string;
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categoryName: string;
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categoryIcon: string | null;
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categoryType: string | null;
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period: string | null;
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condition: string;
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total: number;
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absoluteTotal: number;
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};
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type BudgetSnapshotRow = {
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budgetId: string;
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categoryId: string | null;
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categoryName: string;
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categoryIcon: string | null;
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period: string;
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createdAt: Date;
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amount: string | number | null;
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};
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export type DashboardCategoryOverview = {
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goalsProgressData: GoalsProgressData;
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incomeByCategoryData: IncomeByCategoryData;
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expensesByCategoryData: ExpensesByCategoryData;
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};
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const resolveStatus = (usedPercentage: number): GoalProgressItem["status"] => {
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if (usedPercentage >= 100) {
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return "exceeded";
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}
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if (usedPercentage >= BUDGET_CRITICAL_THRESHOLD) {
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return "critical";
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}
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return "on-track";
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};
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const emptyOverview = (): DashboardCategoryOverview => ({
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goalsProgressData: {
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items: [],
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categories: [],
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totalBudgets: 0,
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exceededCount: 0,
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criticalCount: 0,
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},
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incomeByCategoryData: {
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categories: [],
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currentTotal: 0,
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previousTotal: 0,
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},
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expensesByCategoryData: {
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categories: [],
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currentTotal: 0,
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previousTotal: 0,
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},
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});
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const aggregateCategoryRows = (
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rows: CategorySnapshotRow[],
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categoryType: "receita" | "despesa",
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) => {
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const grouped = new Map<
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string,
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{
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categoryId: string;
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categoryName: string;
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categoryIcon: string | null;
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period: string | null;
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total: number;
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}
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>();
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for (const row of rows) {
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if (row.categoryType !== categoryType) {
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continue;
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}
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const key = `${row.categoryId}:${row.period ?? "sem-periodo"}`;
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const current = grouped.get(key) ?? {
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categoryId: row.categoryId,
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categoryName: row.categoryName,
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categoryIcon: row.categoryIcon,
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period: row.period,
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total: 0,
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};
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current.total += toNumber(row.total);
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grouped.set(key, current);
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}
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return Array.from(grouped.values());
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};
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export async function fetchDashboardCategoryOverview(
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userId: string,
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period: string,
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): Promise<DashboardCategoryOverview> {
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const adminPayerId = await getAdminPayerId(userId);
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if (!adminPayerId) {
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return emptyOverview();
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}
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const previousPeriod = getPreviousPeriod(period);
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const [transactionRows, budgetRows, categoryRows] = await Promise.all([
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db
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.select({
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categoryId: categories.id,
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categoryName: categories.name,
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categoryIcon: categories.icon,
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categoryType: categories.type,
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period: transactions.period,
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condition: transactions.condition,
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total: sql<number>`coalesce(sum(${transactions.amount}), 0)`,
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absoluteTotal: sql<number>`coalesce(sum(abs(${transactions.amount})), 0)`,
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})
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.from(transactions)
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.innerJoin(categories, eq(transactions.categoryId, categories.id))
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.leftJoin(
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financialAccounts,
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eq(transactions.accountId, financialAccounts.id),
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)
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.where(
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and(
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...buildDashboardAdminFilters({ userId, adminPayerId }),
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inArray(transactions.period, [period, previousPeriod]),
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or(
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and(
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eq(transactions.transactionType, "Despesa"),
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eq(categories.type, "despesa"),
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excludeAutoInvoiceEntries(),
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),
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and(
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eq(transactions.transactionType, "Receita"),
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eq(categories.type, "receita"),
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excludeAutoInvoiceEntries(),
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excludeInitialBalanceWhenConfigured(),
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),
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),
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),
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)
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.groupBy(
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categories.id,
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categories.name,
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categories.icon,
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categories.type,
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transactions.period,
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transactions.condition,
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),
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db
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.select({
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budgetId: budgets.id,
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categoryId: budgets.categoryId,
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categoryName: categories.name,
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categoryIcon: categories.icon,
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period: budgets.period,
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createdAt: budgets.createdAt,
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amount: budgets.amount,
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})
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.from(budgets)
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.innerJoin(categories, eq(budgets.categoryId, categories.id))
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.where(and(eq(budgets.userId, userId), eq(budgets.period, period))),
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db.query.categories.findMany({
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where: and(eq(categories.userId, userId), eq(categories.type, "despesa")),
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orderBy: (category, { asc }) => [asc(category.name)],
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}),
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]);
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const snapshotRows = transactionRows as CategorySnapshotRow[];
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const incomeRows = aggregateCategoryRows(snapshotRows, "receita");
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const expenseRows = aggregateCategoryRows(snapshotRows, "despesa");
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const budgetAmountRows = (budgetRows as BudgetSnapshotRow[]).map((row) => ({
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categoryId: row.categoryId,
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amount: row.amount,
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}));
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const incomeByCategoryData: DashboardCategoryBreakdownData =
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buildCategoryBreakdownData({
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rows: incomeRows,
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budgetRows: budgetAmountRows,
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period,
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});
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const expensesByCategoryData: DashboardCategoryBreakdownData =
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buildCategoryBreakdownData({
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rows: expenseRows,
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budgetRows: budgetAmountRows,
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period,
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});
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const currentExpenseMap = new Map<string, number>();
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for (const row of snapshotRows) {
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if (
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row.categoryType === "despesa" &&
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row.period === period &&
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row.condition !== "cancelado"
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) {
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currentExpenseMap.set(
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row.categoryId,
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(currentExpenseMap.get(row.categoryId) ?? 0) +
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toNumber(row.absoluteTotal),
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);
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}
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}
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const goalsCategories: GoalProgressCategory[] = categoryRows.map(
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(category) => ({
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id: category.id,
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name: category.name,
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icon: category.icon,
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}),
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);
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const goalItems: GoalProgressItem[] = (budgetRows as BudgetSnapshotRow[])
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.map((row) => {
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const budgetAmount = toNumber(row.amount);
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const spentAmount = row.categoryId
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? (currentExpenseMap.get(row.categoryId) ?? 0)
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: 0;
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const usedPercentage =
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budgetAmount > 0 ? (spentAmount / budgetAmount) * 100 : 0;
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return {
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id: row.budgetId,
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categoryId: row.categoryId,
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categoryName: row.categoryName,
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categoryIcon: row.categoryIcon,
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period: row.period,
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createdAt: row.createdAt.toISOString(),
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budgetAmount,
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spentAmount,
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usedPercentage,
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status: resolveStatus(usedPercentage),
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};
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})
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.sort((a, b) => b.usedPercentage - a.usedPercentage);
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const exceededCount = goalItems.filter(
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(item) => item.status === "exceeded",
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).length;
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const criticalCount = goalItems.filter(
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(item) => item.status === "critical",
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).length;
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return {
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goalsProgressData: {
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items: goalItems,
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categories: goalsCategories,
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totalBudgets: goalItems.length,
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exceededCount,
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criticalCount,
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},
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incomeByCategoryData,
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expensesByCategoryData,
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};
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}
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