feat(reports): melhora notas, calendario e analises

This commit is contained in:
Felipe Coutinho
2026-03-09 17:14:04 +00:00
parent ada1377640
commit 6205dee42a
35 changed files with 429 additions and 590 deletions

View File

@@ -20,8 +20,13 @@ import {
} from "@/db/schema";
import { db } from "@/lib/db";
import { PAGADOR_ROLE_ADMIN } from "@/lib/pagadores/constants";
import { formatDateOnly } from "@/lib/utils/date";
import { safeToNumber } from "@/lib/utils/number";
import { getPreviousPeriod } from "@/lib/utils/period";
import {
buildPeriodWindow,
formatCompactPeriodLabel,
getPreviousPeriod,
} from "@/lib/utils/period";
const DESPESA = "Despesa";
@@ -75,6 +80,49 @@ export type CartoesReportData = {
selectedCard: CardDetailData | null;
};
type CardRow = {
id: string;
name: string;
brand: string | null;
logo: string | null;
limit: unknown;
status: string;
};
type CardUsageRow = {
cartaoId: string | null;
totalAmount: unknown;
};
type MonthlyUsageRow = {
period: string;
totalAmount: unknown;
};
type CategoryAmountRow = {
categoriaId: string | null;
totalAmount: unknown;
};
type CategoryInfoRow = {
id: string;
name: string;
icon: string | null;
};
type TopExpenseRow = {
id: string;
name: string;
amount: unknown;
purchaseDate: Date | string | null;
categoriaId: string | null;
};
type InvoiceStatusRow = {
period: string;
status: string | null;
};
export async function fetchCartoesReportData(
userId: string,
currentPeriod: string,
@@ -83,7 +131,7 @@ export async function fetchCartoesReportData(
const previousPeriod = getPreviousPeriod(currentPeriod);
// Fetch all active cards (not inactive)
const allCards = await db
const allCards = (await db
.select({
id: cartoes.id,
name: cartoes.name,
@@ -95,7 +143,7 @@ export async function fetchCartoesReportData(
.from(cartoes)
.where(
and(eq(cartoes.userId, userId), not(ilike(cartoes.status, "inativo"))),
);
)) as CardRow[];
if (allCards.length === 0) {
return {
@@ -110,7 +158,7 @@ export async function fetchCartoesReportData(
const cardIds = allCards.map((c) => c.id);
// Fetch current period usage by card (recorrente só conta quando a data da ocorrência já passou)
const currentUsageData = await db
const currentUsageData = (await db
.select({
cartaoId: lancamentos.cartaoId,
totalAmount: sum(lancamentos.amount).as("total"),
@@ -130,10 +178,10 @@ export async function fetchCartoesReportData(
),
),
)
.groupBy(lancamentos.cartaoId);
.groupBy(lancamentos.cartaoId)) as CardUsageRow[];
// Fetch previous period usage by card
const previousUsageData = await db
const previousUsageData = (await db
.select({
cartaoId: lancamentos.cartaoId,
totalAmount: sum(lancamentos.amount).as("total"),
@@ -149,7 +197,7 @@ export async function fetchCartoesReportData(
inArray(lancamentos.cartaoId, cardIds),
),
)
.groupBy(lancamentos.cartaoId);
.groupBy(lancamentos.cartaoId)) as CardUsageRow[];
const currentUsageMap = new Map<string, number>();
for (const row of currentUsageData) {
@@ -246,32 +294,12 @@ async function fetchCardDetail(
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);
}
const periods = buildPeriodWindow(currentPeriod, 12);
const startPeriod = periods[0];
const monthLabels = [
"Jan",
"Fev",
"Mar",
"Abr",
"Mai",
"Jun",
"Jul",
"Ago",
"Set",
"Out",
"Nov",
"Dez",
];
// Fetch monthly usage
const monthlyData = await db
const monthlyData = (await db
.select({
period: lancamentos.period,
totalAmount: sum(lancamentos.amount).as("total"),
@@ -289,20 +317,19 @@ async function fetchCardDetail(
),
)
.groupBy(lancamentos.period)
.orderBy(lancamentos.period);
.orderBy(lancamentos.period)) as MonthlyUsageRow[];
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)}`,
periodLabel: formatCompactPeriodLabel(period),
amount: Math.abs(safeToNumber(data?.totalAmount)),
};
});
// Fetch category breakdown for current period
const categoryData = await db
const categoryData = (await db
.select({
categoriaId: lancamentos.categoriaId,
totalAmount: sum(lancamentos.amount).as("total"),
@@ -318,7 +345,7 @@ async function fetchCardDetail(
eq(lancamentos.transactionType, DESPESA),
),
)
.groupBy(lancamentos.categoriaId);
.groupBy(lancamentos.categoriaId)) as CategoryAmountRow[];
// Fetch category names
const categoryIds = categoryData
@@ -327,15 +354,15 @@ async function fetchCardDetail(
const categoryNames =
categoryIds.length > 0
? await db
? ((await db
.select({
id: categorias.id,
name: categorias.name,
icon: categorias.icon,
})
.from(categorias)
.where(inArray(categorias.id, categoryIds))
: [];
.where(inArray(categorias.id, categoryIds))) as CategoryInfoRow[])
: ([] as CategoryInfoRow[]);
const categoryNameMap = new Map(categoryNames.map((c) => [c.id, c]));
@@ -363,7 +390,7 @@ async function fetchCardDetail(
.slice(0, 10);
// Fetch top expenses for current period
const topExpensesData = await db
const topExpensesData = (await db
.select({
id: lancamentos.id,
name: lancamentos.name,
@@ -383,7 +410,7 @@ async function fetchCardDetail(
),
)
.orderBy(lancamentos.amount)
.limit(10);
.limit(10)) as TopExpenseRow[];
const topExpenses = topExpensesData.map((expense) => {
const catInfo = expense.categoriaId
@@ -393,15 +420,18 @@ async function fetchCardDetail(
id: expense.id,
name: expense.name,
amount: Math.abs(safeToNumber(expense.amount)),
date: expense.purchaseDate
? new Date(expense.purchaseDate).toLocaleDateString("pt-BR")
: "",
date:
formatDateOnly(expense.purchaseDate, {
day: "2-digit",
month: "2-digit",
year: "numeric",
}) ?? "",
category: catInfo?.name || null,
};
});
// Fetch invoice status for last 6 months
const invoiceData = await db
const invoiceData = (await db
.select({
period: faturas.period,
status: faturas.paymentStatus,
@@ -415,7 +445,7 @@ async function fetchCardDetail(
lte(faturas.period, currentPeriod),
),
)
.orderBy(faturas.period);
.orderBy(faturas.period)) as InvoiceStatusRow[];
const invoiceStatus = periods.map((period) => {
const invoice = invoiceData.find((i) => i.period === period);