perf: otimizar dashboard com indexes, cache e consolidação de queries (v1.3.0)

- Adicionar indexes compostos em lancamentos para queries frequentes
- Eliminar ~20 JOINs com pagadores via helper cacheado getAdminPagadorId()
- Consolidar queries: income-expense-balance (12→1), payment-status (2→1), categories (4→2)
- Adicionar cache cross-request via unstable_cache com tag-based invalidation
- Limitar scan de métricas a 24 meses
- Deduplicar auth session por request via React.cache()

Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
This commit is contained in:
Felipe Coutinho
2026-02-06 12:24:15 +00:00
parent 21fac52e28
commit 6f5c41a4cf
45 changed files with 3589 additions and 1219 deletions

View File

@@ -1,9 +1,10 @@
import { and, eq, isNull, or, sql } from "drizzle-orm";
import { categorias, lancamentos, orcamentos, pagadores } from "@/db/schema";
import { and, eq, inArray, isNull, or, sql } from "drizzle-orm";
import { categorias, lancamentos, orcamentos } 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 { getAdminPagadorId } from "@/lib/pagadores/get-admin-id";
import { calculatePercentageChange } from "@/lib/utils/math";
import { getPreviousPeriod } from "@/lib/utils/period";
export type CategoryExpenseItem = {
@@ -24,138 +25,129 @@ export type ExpensesByCategoryData = {
previousTotal: number;
};
const calculatePercentageChange = (
current: number,
previous: number,
): number | null => {
const EPSILON = 0.01; // Considera valores menores que 1 centavo como zero
if (Math.abs(previous) < EPSILON) {
if (Math.abs(current) < EPSILON) return null;
return current > 0 ? 100 : -100;
}
const change = ((current - previous) / Math.abs(previous)) * 100;
// Protege contra valores absurdos (retorna null se > 1 milhão %)
return Number.isFinite(change) && Math.abs(change) < 1000000 ? change : null;
};
export async function fetchExpensesByCategory(
userId: string,
period: string,
): Promise<ExpensesByCategoryData> {
const previousPeriod = getPreviousPeriod(period);
// Busca despesas do período atual agrupadas por categoria
const currentPeriodRows = await db
.select({
categoryId: categorias.id,
categoryName: categorias.name,
categoryIcon: categorias.icon,
total: sql<number>`coalesce(sum(${lancamentos.amount}), 0)`,
budgetAmount: orcamentos.amount,
})
.from(lancamentos)
.innerJoin(pagadores, eq(lancamentos.pagadorId, pagadores.id))
.innerJoin(categorias, eq(lancamentos.categoriaId, categorias.id))
.leftJoin(
orcamentos,
and(
eq(orcamentos.categoriaId, categorias.id),
eq(orcamentos.period, period),
eq(orcamentos.userId, userId),
),
)
.where(
and(
eq(lancamentos.userId, userId),
eq(lancamentos.period, period),
eq(lancamentos.transactionType, "Despesa"),
eq(pagadores.role, PAGADOR_ROLE_ADMIN),
eq(categorias.type, "despesa"),
or(
isNull(lancamentos.note),
sql`${lancamentos.note} NOT LIKE ${`${ACCOUNT_AUTO_INVOICE_NOTE_PREFIX}%`}`,
const adminPagadorId = await getAdminPagadorId(userId);
if (!adminPagadorId) {
return { categories: [], currentTotal: 0, previousTotal: 0 };
}
// Single query: GROUP BY categoriaId + period for both current and previous periods
const [rows, budgetRows] = await Promise.all([
db
.select({
categoryId: categorias.id,
categoryName: categorias.name,
categoryIcon: categorias.icon,
period: lancamentos.period,
total: sql<number>`coalesce(sum(${lancamentos.amount}), 0)`,
})
.from(lancamentos)
.innerJoin(categorias, eq(lancamentos.categoriaId, categorias.id))
.where(
and(
eq(lancamentos.userId, userId),
eq(lancamentos.pagadorId, adminPagadorId),
inArray(lancamentos.period, [period, previousPeriod]),
eq(lancamentos.transactionType, "Despesa"),
eq(categorias.type, "despesa"),
or(
isNull(lancamentos.note),
sql`${lancamentos.note} NOT LIKE ${`${ACCOUNT_AUTO_INVOICE_NOTE_PREFIX}%`}`,
),
),
)
.groupBy(
categorias.id,
categorias.name,
categorias.icon,
lancamentos.period,
),
)
.groupBy(
categorias.id,
categorias.name,
categorias.icon,
orcamentos.amount,
);
db
.select({
categoriaId: orcamentos.categoriaId,
amount: orcamentos.amount,
})
.from(orcamentos)
.where(and(eq(orcamentos.userId, userId), eq(orcamentos.period, period))),
]);
// Busca despesas do período anterior agrupadas por categoria
const previousPeriodRows = await db
.select({
categoryId: categorias.id,
total: sql<number>`coalesce(sum(${lancamentos.amount}), 0)`,
})
.from(lancamentos)
.innerJoin(pagadores, eq(lancamentos.pagadorId, pagadores.id))
.innerJoin(categorias, eq(lancamentos.categoriaId, categorias.id))
.where(
and(
eq(lancamentos.userId, userId),
eq(lancamentos.period, previousPeriod),
eq(lancamentos.transactionType, "Despesa"),
eq(pagadores.role, PAGADOR_ROLE_ADMIN),
eq(categorias.type, "despesa"),
or(
isNull(lancamentos.note),
sql`${lancamentos.note} NOT LIKE ${`${ACCOUNT_AUTO_INVOICE_NOTE_PREFIX}%`}`,
),
),
)
.groupBy(categorias.id);
// Build budget lookup
const budgetMap = new Map<string, number>();
for (const row of budgetRows) {
if (row.categoriaId) {
budgetMap.set(row.categoriaId, toNumber(row.amount));
}
}
// Cria um mapa do período anterior para busca rápida
const previousMap = new Map<string, number>();
let previousTotal = 0;
// Build category data from grouped results
const categoryMap = new Map<
string,
{
name: string;
icon: string | null;
current: number;
previous: number;
}
>();
for (const row of rows) {
const entry = categoryMap.get(row.categoryId) ?? {
name: row.categoryName,
icon: row.categoryIcon,
current: 0,
previous: 0,
};
for (const row of previousPeriodRows) {
const amount = Math.abs(toNumber(row.total));
previousMap.set(row.categoryId, amount);
previousTotal += amount;
if (row.period === period) {
entry.current = amount;
} else {
entry.previous = amount;
}
categoryMap.set(row.categoryId, entry);
}
// Calcula o total do período atual
// Calculate totals
let currentTotal = 0;
for (const row of currentPeriodRows) {
currentTotal += Math.abs(toNumber(row.total));
let previousTotal = 0;
for (const entry of categoryMap.values()) {
currentTotal += entry.current;
previousTotal += entry.previous;
}
// Monta os dados de cada categoria
const categories: CategoryExpenseItem[] = currentPeriodRows.map((row) => {
const currentAmount = Math.abs(toNumber(row.total));
const previousAmount = previousMap.get(row.categoryId) ?? 0;
// Build result
const categories: CategoryExpenseItem[] = [];
for (const [categoryId, entry] of categoryMap) {
const percentageChange = calculatePercentageChange(
currentAmount,
previousAmount,
entry.current,
entry.previous,
);
const percentageOfTotal =
currentTotal > 0 ? (currentAmount / currentTotal) * 100 : 0;
currentTotal > 0 ? (entry.current / currentTotal) * 100 : 0;
const budgetAmount = row.budgetAmount ? toNumber(row.budgetAmount) : null;
const budgetAmount = budgetMap.get(categoryId) ?? null;
const budgetUsedPercentage =
budgetAmount && budgetAmount > 0
? (currentAmount / budgetAmount) * 100
? (entry.current / budgetAmount) * 100
: null;
return {
categoryId: row.categoryId,
categoryName: row.categoryName,
categoryIcon: row.categoryIcon,
currentAmount,
previousAmount,
categories.push({
categoryId,
categoryName: entry.name,
categoryIcon: entry.icon,
currentAmount: entry.current,
previousAmount: entry.previous,
percentageChange,
percentageOfTotal,
budgetAmount,
budgetUsedPercentage,
};
});
});
}
// Ordena por valor atual (maior para menor)
categories.sort((a, b) => b.currentAmount - a.currentAmount);

View File

@@ -1,17 +1,11 @@
import { and, eq, isNull, ne, or, sql } from "drizzle-orm";
import {
categorias,
contas,
lancamentos,
orcamentos,
pagadores,
} from "@/db/schema";
import { and, eq, inArray, isNull, ne, or, sql } from "drizzle-orm";
import { categorias, contas, lancamentos, orcamentos } 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 { getAdminPagadorId } from "@/lib/pagadores/get-admin-id";
import { calculatePercentageChange } from "@/lib/utils/math";
import { safeToNumber } from "@/lib/utils/number";
import { getPreviousPeriod } from "@/lib/utils/period";
@@ -40,131 +34,130 @@ export async function fetchIncomeByCategory(
): Promise<IncomeByCategoryData> {
const previousPeriod = getPreviousPeriod(period);
// Busca receitas do período atual agrupadas por categoria
const currentPeriodRows = await db
.select({
categoryId: categorias.id,
categoryName: categorias.name,
categoryIcon: categorias.icon,
total: sql<number>`coalesce(sum(${lancamentos.amount}), 0)`,
budgetAmount: orcamentos.amount,
})
.from(lancamentos)
.innerJoin(pagadores, eq(lancamentos.pagadorId, pagadores.id))
.innerJoin(categorias, eq(lancamentos.categoriaId, categorias.id))
.leftJoin(contas, eq(lancamentos.contaId, contas.id))
.leftJoin(
orcamentos,
and(
eq(orcamentos.categoriaId, categorias.id),
eq(orcamentos.period, period),
eq(orcamentos.userId, userId),
),
)
.where(
and(
eq(lancamentos.userId, userId),
eq(lancamentos.period, period),
eq(lancamentos.transactionType, "Receita"),
eq(pagadores.role, PAGADOR_ROLE_ADMIN),
eq(categorias.type, "receita"),
or(
isNull(lancamentos.note),
sql`${lancamentos.note} NOT LIKE ${`${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(
categorias.id,
categorias.name,
categorias.icon,
orcamentos.amount,
);
const adminPagadorId = await getAdminPagadorId(userId);
if (!adminPagadorId) {
return { categories: [], currentTotal: 0, previousTotal: 0 };
}
// Busca receitas do período anterior agrupadas por categoria
const previousPeriodRows = await db
.select({
categoryId: categorias.id,
total: sql<number>`coalesce(sum(${lancamentos.amount}), 0)`,
})
.from(lancamentos)
.innerJoin(pagadores, eq(lancamentos.pagadorId, pagadores.id))
.innerJoin(categorias, eq(lancamentos.categoriaId, categorias.id))
.leftJoin(contas, eq(lancamentos.contaId, contas.id))
.where(
and(
eq(lancamentos.userId, userId),
eq(lancamentos.period, previousPeriod),
eq(lancamentos.transactionType, "Receita"),
eq(pagadores.role, PAGADOR_ROLE_ADMIN),
eq(categorias.type, "receita"),
or(
isNull(lancamentos.note),
sql`${lancamentos.note} NOT LIKE ${`${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),
// Single query: GROUP BY categoriaId + period for both current and previous periods
const [rows, budgetRows] = await Promise.all([
db
.select({
categoryId: categorias.id,
categoryName: categorias.name,
categoryIcon: categorias.icon,
period: lancamentos.period,
total: sql<number>`coalesce(sum(${lancamentos.amount}), 0)`,
})
.from(lancamentos)
.innerJoin(categorias, eq(lancamentos.categoriaId, categorias.id))
.leftJoin(contas, eq(lancamentos.contaId, contas.id))
.where(
and(
eq(lancamentos.userId, userId),
eq(lancamentos.pagadorId, adminPagadorId),
inArray(lancamentos.period, [period, previousPeriod]),
eq(lancamentos.transactionType, "Receita"),
eq(categorias.type, "receita"),
or(
isNull(lancamentos.note),
sql`${lancamentos.note} NOT LIKE ${`${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(
categorias.id,
categorias.name,
categorias.icon,
lancamentos.period,
),
)
.groupBy(categorias.id);
db
.select({
categoriaId: orcamentos.categoriaId,
amount: orcamentos.amount,
})
.from(orcamentos)
.where(and(eq(orcamentos.userId, userId), eq(orcamentos.period, period))),
]);
// Cria um mapa do período anterior para busca rápida
const previousMap = new Map<string, number>();
let previousTotal = 0;
// Build budget lookup
const budgetMap = new Map<string, number>();
for (const row of budgetRows) {
if (row.categoriaId) {
budgetMap.set(row.categoriaId, safeToNumber(row.amount));
}
}
// Build category data from grouped results
const categoryMap = new Map<
string,
{
name: string;
icon: string | null;
current: number;
previous: number;
}
>();
for (const row of rows) {
const entry = categoryMap.get(row.categoryId) ?? {
name: row.categoryName,
icon: row.categoryIcon,
current: 0,
previous: 0,
};
for (const row of previousPeriodRows) {
const amount = Math.abs(safeToNumber(row.total));
previousMap.set(row.categoryId, amount);
previousTotal += amount;
if (row.period === period) {
entry.current = amount;
} else {
entry.previous = amount;
}
categoryMap.set(row.categoryId, entry);
}
// Calcula o total do período atual
// Calculate totals
let currentTotal = 0;
for (const row of currentPeriodRows) {
currentTotal += Math.abs(safeToNumber(row.total));
let previousTotal = 0;
for (const entry of categoryMap.values()) {
currentTotal += entry.current;
previousTotal += entry.previous;
}
// Monta os dados de cada categoria
const categories: CategoryIncomeItem[] = currentPeriodRows.map((row) => {
const currentAmount = Math.abs(safeToNumber(row.total));
const previousAmount = previousMap.get(row.categoryId) ?? 0;
// Build result
const categories: CategoryIncomeItem[] = [];
for (const [categoryId, entry] of categoryMap) {
const percentageChange = calculatePercentageChange(
currentAmount,
previousAmount,
entry.current,
entry.previous,
);
const percentageOfTotal =
currentTotal > 0 ? (currentAmount / currentTotal) * 100 : 0;
currentTotal > 0 ? (entry.current / currentTotal) * 100 : 0;
const budgetAmount = row.budgetAmount
? safeToNumber(row.budgetAmount)
: null;
const budgetAmount = budgetMap.get(categoryId) ?? null;
const budgetUsedPercentage =
budgetAmount && budgetAmount > 0
? (currentAmount / budgetAmount) * 100
? (entry.current / budgetAmount) * 100
: null;
return {
categoryId: row.categoryId,
categoryName: row.categoryName,
categoryIcon: row.categoryIcon,
currentAmount,
previousAmount,
categories.push({
categoryId,
categoryName: entry.name,
categoryIcon: entry.icon,
currentAmount: entry.current,
previousAmount: entry.previous,
percentageChange,
percentageOfTotal,
budgetAmount,
budgetUsedPercentage,
};
});
});
}
// Ordena por valor atual (maior para menor)
categories.sort((a, b) => b.currentAmount - a.currentAmount);