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refactor: atualiza transacoes dashboard e relatorios

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This commit is contained in:
Felipe Coutinho
2026-03-14 12:51:22 +00:00
parent 43b0f0c47e
commit 6854017a8c
89 changed files with 2785 additions and 2705 deletions
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123
src/features/reports/establishments/queries.ts
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@@ -13,13 +13,18 @@ import {
sql,
sum,
} from "drizzle-orm";
import { categorias, contas, lancamentos, pagadores } from "@/db/schema";
import {
categories,
financialAccounts,
payers,
transactions,
} from "@/db/schema";
import {
ACCOUNT_AUTO_INVOICE_NOTE_PREFIX,
INITIAL_BALANCE_NOTE,
} from "@/shared/lib/accounts/constants";
import { db } from "@/shared/lib/db";
import { PAGADOR_ROLE_ADMIN } from "@/shared/lib/payers/constants";
import { PAYER_ROLE_ADMIN } from "@/shared/lib/payers/constants";
import { safeToNumber } from "@/shared/utils/number";
import { getPreviousPeriod } from "@/shared/utils/period";
@@ -68,7 +73,7 @@ function buildPeriodRange(currentPeriod: string, months: number): string[] {
return periods;
}
export async function fetchTopEstabelecimentosData(
export async function fetchTopEstablishmentsData(
userId: string,
currentPeriod: string,
periodFilter: PeriodFilter = "6",
@@ -80,33 +85,36 @@ export async function fetchTopEstabelecimentosData(
// Fetch establishments with transaction count and total amount
const establishmentsData = await db
.select({
name: lancamentos.name,
name: transactions.name,
count: count().as("count"),
totalAmount: sum(lancamentos.amount).as("total"),
totalAmount: sum(transactions.amount).as("total"),
})
.from(lancamentos)
.innerJoin(pagadores, eq(lancamentos.pagadorId, pagadores.id))
.leftJoin(contas, eq(lancamentos.contaId, contas.id))
.from(transactions)
.innerJoin(payers, eq(transactions.payerId, payers.id))
.leftJoin(
financialAccounts,
eq(transactions.accountId, financialAccounts.id),
)
.where(
and(
eq(lancamentos.userId, userId),
gte(lancamentos.period, startPeriod),
lte(lancamentos.period, currentPeriod),
eq(pagadores.role, PAGADOR_ROLE_ADMIN),
eq(lancamentos.transactionType, DESPESA),
ne(lancamentos.transactionType, TRANSFERENCIA),
eq(transactions.userId, userId),
gte(transactions.period, startPeriod),
lte(transactions.period, currentPeriod),
eq(payers.role, PAYER_ROLE_ADMIN),
eq(transactions.transactionType, DESPESA),
ne(transactions.transactionType, TRANSFERENCIA),
or(
isNull(lancamentos.note),
not(ilike(lancamentos.note, `${ACCOUNT_AUTO_INVOICE_NOTE_PREFIX}%`)),
isNull(transactions.note),
not(ilike(transactions.note, `${ACCOUNT_AUTO_INVOICE_NOTE_PREFIX}%`)),
),
or(
ne(lancamentos.note, INITIAL_BALANCE_NOTE),
isNull(contas.excludeInitialBalanceFromIncome),
eq(contas.excludeInitialBalanceFromIncome, false),
ne(transactions.note, INITIAL_BALANCE_NOTE),
isNull(financialAccounts.excludeInitialBalanceFromIncome),
eq(financialAccounts.excludeInitialBalanceFromIncome, false),
),
),
)
.groupBy(lancamentos.name)
.groupBy(transactions.name)
.orderBy(desc(sql`count`))
.limit(50);
@@ -117,32 +125,32 @@ export async function fetchTopEstabelecimentosData(
const categoriesByEstablishment = await db
.select({
establishmentName: lancamentos.name,
categoriaId: lancamentos.categoriaId,
establishmentName: transactions.name,
categoryId: transactions.categoryId,
count: count().as("count"),
})
.from(lancamentos)
.innerJoin(pagadores, eq(lancamentos.pagadorId, pagadores.id))
.from(transactions)
.innerJoin(payers, eq(transactions.payerId, payers.id))
.where(
and(
eq(lancamentos.userId, userId),
gte(lancamentos.period, startPeriod),
lte(lancamentos.period, currentPeriod),
eq(pagadores.role, PAGADOR_ROLE_ADMIN),
eq(lancamentos.transactionType, DESPESA),
eq(transactions.userId, userId),
gte(transactions.period, startPeriod),
lte(transactions.period, currentPeriod),
eq(payers.role, PAYER_ROLE_ADMIN),
eq(transactions.transactionType, DESPESA),
),
)
.groupBy(lancamentos.name, lancamentos.categoriaId);
.groupBy(transactions.name, transactions.categoryId);
// Fetch all category names
const allCategories = await db
.select({
id: categorias.id,
name: categorias.name,
icon: categorias.icon,
id: categories.id,
name: categories.name,
icon: categories.icon,
})
.from(categorias)
.where(eq(categorias.userId, userId));
.from(categories)
.where(eq(categories.userId, userId));
type CategoryInfo = { id: string; name: string; icon: string | null };
const categoryMap = new Map<string, CategoryInfo>(
@@ -161,11 +169,11 @@ export async function fetchTopEstabelecimentosData(
const estCategories = categoriesByEstablishment
.filter(
(c: CategoryByEstRow) =>
c.establishmentName === est.name && c.categoriaId,
c.establishmentName === est.name && c.categoryId,
)
.map((c: CategoryByEstRow) => ({
name:
categoryMap.get(c.categoriaId as string)?.name || "Sem categoria",
categoryMap.get(c.categoryId as string)?.name || "Sem categoria",
count: Number(c.count) || 0,
}))
.sort(
@@ -189,43 +197,46 @@ export async function fetchTopEstabelecimentosData(
// Fetch top categories by spending
const topCategoriesData = await db
.select({
categoriaId: lancamentos.categoriaId,
totalAmount: sum(lancamentos.amount).as("total"),
categoryId: transactions.categoryId,
totalAmount: sum(transactions.amount).as("total"),
count: count().as("count"),
})
.from(lancamentos)
.innerJoin(pagadores, eq(lancamentos.pagadorId, pagadores.id))
.leftJoin(contas, eq(lancamentos.contaId, contas.id))
.from(transactions)
.innerJoin(payers, eq(transactions.payerId, payers.id))
.leftJoin(
financialAccounts,
eq(transactions.accountId, financialAccounts.id),
)
.where(
and(
eq(lancamentos.userId, userId),
gte(lancamentos.period, startPeriod),
lte(lancamentos.period, currentPeriod),
eq(pagadores.role, PAGADOR_ROLE_ADMIN),
eq(lancamentos.transactionType, DESPESA),
eq(transactions.userId, userId),
gte(transactions.period, startPeriod),
lte(transactions.period, currentPeriod),
eq(payers.role, PAYER_ROLE_ADMIN),
eq(transactions.transactionType, DESPESA),
or(
isNull(lancamentos.note),
not(ilike(lancamentos.note, `${ACCOUNT_AUTO_INVOICE_NOTE_PREFIX}%`)),
isNull(transactions.note),
not(ilike(transactions.note, `${ACCOUNT_AUTO_INVOICE_NOTE_PREFIX}%`)),
),
or(
ne(lancamentos.note, INITIAL_BALANCE_NOTE),
isNull(contas.excludeInitialBalanceFromIncome),
eq(contas.excludeInitialBalanceFromIncome, false),
ne(transactions.note, INITIAL_BALANCE_NOTE),
isNull(financialAccounts.excludeInitialBalanceFromIncome),
eq(financialAccounts.excludeInitialBalanceFromIncome, false),
),
),
)
.groupBy(lancamentos.categoriaId)
.groupBy(transactions.categoryId)
.orderBy(sql`total ASC`)
.limit(10);
type TopCategoryRow = (typeof topCategoriesData)[0];
const topCategories: TopCategoryData[] = topCategoriesData
.filter((c: TopCategoryRow) => c.categoriaId)
.filter((c: TopCategoryRow) => c.categoryId)
.map((cat: TopCategoryRow) => {
const catInfo = categoryMap.get(cat.categoriaId as string);
const catInfo = categoryMap.get(cat.categoryId as string);
return {
id: cat.categoriaId as string,
id: cat.categoryId as string,
name: catInfo?.name || "Sem categoria",
icon: catInfo?.icon || null,
totalAmount: Math.abs(safeToNumber(cat.totalAmount)),