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refactor(dashboard): reorganizar módulos em subdiretórios e nova arquitetura de widgets
Arquivos de queries, helpers e controllers dispersos na raiz de dashboard/ foram movidos para subdiretórios temáticos (bills/, invoices/, notes/, notifications/, overview/, payments/, goals-progress/, categories/). ~25 widgets monolíticos obsoletos removidos em favor de nova arquitetura baseada em widget-registry com components/widgets/. Novos componentes: category-breakdown-chart/list, goals-progress-item, percentage-change-indicator. Imports atualizados em fetch-dashboard-data e transaction-filters limpos. Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
This commit is contained in:
@@ -0,0 +1,604 @@
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import { and, desc, eq } from "drizzle-orm";
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import {
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cards,
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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 type { DashboardBillsSnapshot } from "@/features/dashboard/bills/bills-queries";
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import type { InstallmentExpensesData } from "@/features/dashboard/expenses/installment-expenses-queries";
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import type { RecurringExpensesData } from "@/features/dashboard/expenses/recurring-expenses-queries";
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import type {
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TopExpense,
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TopExpensesData,
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} from "@/features/dashboard/expenses/top-expenses-queries";
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import type { PaymentConditionsData } from "@/features/dashboard/payments/payment-conditions-queries";
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import type { PaymentMethodsData } from "@/features/dashboard/payments/payment-methods-queries";
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import type { PaymentStatusData } from "@/features/dashboard/payments/payment-status-queries";
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import type { PurchasesByCategoryData } from "@/features/dashboard/categories/purchases-by-category-queries";
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import type { TopEstablishmentsData } from "@/features/dashboard/top-establishments-queries";
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import { excludeTransactionsFromExcludedAccounts } from "@/features/dashboard/transaction-filters";
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import {
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ACCOUNT_AUTO_INVOICE_NOTE_PREFIX,
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INITIAL_BALANCE_NOTE,
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} from "@/shared/lib/accounts/constants";
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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 {
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compareDateOnly,
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getBusinessDateString,
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isDateOnlyPast,
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} from "@/shared/utils/date";
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import { safeToNumber as toNumber } from "@/shared/utils/number";
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const PAYMENT_METHOD_BOLETO = "Boleto";
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const PAYMENT_METHOD_CARD = "Cartão de Crédito";
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const TRANSACTION_TYPE_EXPENSE = "Despesa";
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const TRANSACTION_TYPE_INCOME = "Receita";
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const CONDITION_RECURRING = "Recorrente";
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const CONDITION_INSTALLMENT = "Parcelado";
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type CurrentPeriodTransactionRow = {
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id: string;
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name: string;
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amount: string | number | null;
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period: string;
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purchaseDate: Date;
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paymentMethod: string;
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condition: string;
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currentInstallment: number | null;
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installmentCount: number | null;
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recurrenceCount: number | null;
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dueDate: Date | null;
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boletoPaymentDate: Date | null;
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isSettled: boolean | null;
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transactionType: string;
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note: string | null;
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isAnticipated: boolean;
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categoryId: string | null;
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categoryName: string | null;
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categoryType: string | null;
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cardLogo: string | null;
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accountLogo: string | null;
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accountExcludeInitialBalanceFromIncome: boolean | null;
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};
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type CategoryOption = PurchasesByCategoryData["categories"][number];
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type CategoryTransaction =
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PurchasesByCategoryData["transactionsByCategory"][string][number];
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type DashboardCurrentPeriodOverview = {
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billsSnapshot: DashboardBillsSnapshot;
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paymentStatusData: PaymentStatusData;
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paymentConditionsData: PaymentConditionsData;
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paymentMethodsData: PaymentMethodsData;
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recurringExpensesData: RecurringExpensesData;
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installmentExpensesData: InstallmentExpensesData;
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topEstablishmentsData: TopEstablishmentsData;
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topExpensesAll: TopExpensesData;
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topExpensesCardOnly: TopExpensesData;
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purchasesByCategoryData: PurchasesByCategoryData;
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};
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const emptyOverview = (): DashboardCurrentPeriodOverview => ({
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billsSnapshot: {
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bills: [],
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totalPendingAmount: 0,
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pendingCount: 0,
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},
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paymentStatusData: {
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income: { total: 0, confirmed: 0, pending: 0 },
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expenses: { total: 0, confirmed: 0, pending: 0 },
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},
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paymentConditionsData: { conditions: [] },
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paymentMethodsData: { methods: [] },
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recurringExpensesData: { expenses: [] },
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installmentExpensesData: { expenses: [] },
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topEstablishmentsData: { establishments: [] },
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topExpensesAll: { expenses: [] },
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topExpensesCardOnly: { expenses: [] },
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purchasesByCategoryData: {
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categories: [],
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transactionsByCategory: {},
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},
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});
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const normalizeNote = (note: string | null | undefined) => note?.trim() ?? "";
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const isAutoInvoiceNote = (note: string | null | undefined) =>
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normalizeNote(note)
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.toLowerCase()
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.startsWith(ACCOUNT_AUTO_INVOICE_NOTE_PREFIX.toLowerCase());
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const isInitialBalanceNote = (note: string | null | undefined) =>
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normalizeNote(note) === INITIAL_BALANCE_NOTE;
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const shouldIncludeWithoutAutoInvoice = (note: string | null | undefined) =>
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!isAutoInvoiceNote(note);
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const shouldIncludeWithoutAutoGenerated = (note: string | null | undefined) =>
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!isInitialBalanceNote(note) && !isAutoInvoiceNote(note);
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const shouldIncludeInPaymentStatus = (row: CurrentPeriodTransactionRow) => {
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if (!shouldIncludeWithoutAutoInvoice(row.note)) {
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return false;
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}
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if (
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isInitialBalanceNote(row.note) &&
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row.accountExcludeInitialBalanceFromIncome === true
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) {
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return false;
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}
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return true;
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};
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const shouldIncludeNamedItem = (name: string) => {
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const normalized = name.trim().toLowerCase();
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if (normalized === "saldo inicial") {
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return false;
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}
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if (normalized.includes("fatura")) {
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return false;
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}
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return true;
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};
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const compareDateOnlyAscWithNullsLast = (
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left: string | null,
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right: string | null,
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) => {
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if (!left && !right) return 0;
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if (!left) return 1;
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if (!right) return -1;
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return compareDateOnly(left, right);
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};
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const compareDateOnlyDescWithNullsLast = (
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left: string | null,
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right: string | null,
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) => {
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if (!left && !right) return 0;
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if (!left) return 1;
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if (!right) return -1;
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return compareDateOnly(right, left);
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};
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const buildBillsSnapshot = (
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rows: CurrentPeriodTransactionRow[],
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): DashboardBillsSnapshot => {
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const today = getBusinessDateString();
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const bills = rows
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.filter((row) => row.paymentMethod === PAYMENT_METHOD_BOLETO)
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.map((row) => ({
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id: row.id,
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name: row.name,
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amount: Math.abs(toNumber(row.amount)),
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dueDate: row.dueDate ? row.dueDate.toISOString().slice(0, 10) : null,
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boletoPaymentDate: row.boletoPaymentDate
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? row.boletoPaymentDate.toISOString().slice(0, 10)
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: null,
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isSettled: Boolean(row.isSettled),
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}))
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.sort((a, b) => {
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if (a.isSettled !== b.isSettled) {
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return a.isSettled ? 1 : -1;
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}
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if (!a.isSettled && !b.isSettled) {
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const aIsOverdue = a.dueDate ? isDateOnlyPast(a.dueDate, today) : false;
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const bIsOverdue = b.dueDate ? isDateOnlyPast(b.dueDate, today) : false;
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if (aIsOverdue !== bIsOverdue) {
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return aIsOverdue ? -1 : 1;
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}
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const dueDateDiff = compareDateOnlyAscWithNullsLast(
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a.dueDate,
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b.dueDate,
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);
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if (dueDateDiff !== 0) {
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return dueDateDiff;
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}
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const amountDiff = b.amount - a.amount;
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if (amountDiff !== 0) {
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return amountDiff;
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}
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}
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if (a.isSettled && b.isSettled) {
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const paidAtDiff = compareDateOnlyDescWithNullsLast(
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a.boletoPaymentDate,
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b.boletoPaymentDate,
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);
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if (paidAtDiff !== 0) {
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return paidAtDiff;
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}
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const amountDiff = b.amount - a.amount;
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if (amountDiff !== 0) {
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return amountDiff;
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}
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}
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return a.name.localeCompare(b.name, "pt-BR");
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});
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const pendingBills = bills.filter((bill) => !bill.isSettled);
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return {
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bills,
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totalPendingAmount: pendingBills.reduce(
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(total, bill) => total + bill.amount,
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0,
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),
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pendingCount: pendingBills.length,
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};
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};
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const buildPaymentStatusData = (
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rows: CurrentPeriodTransactionRow[],
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): PaymentStatusData => {
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const result: PaymentStatusData = {
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income: { total: 0, confirmed: 0, pending: 0 },
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expenses: { total: 0, confirmed: 0, pending: 0 },
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};
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for (const row of rows) {
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if (
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!shouldIncludeInPaymentStatus(row) ||
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(row.transactionType !== TRANSACTION_TYPE_INCOME &&
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row.transactionType !== TRANSACTION_TYPE_EXPENSE)
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) {
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continue;
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}
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const amount = toNumber(row.amount);
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const target =
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row.transactionType === TRANSACTION_TYPE_INCOME
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? result.income
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: result.expenses;
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if (row.isSettled === true) {
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target.confirmed += amount;
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} else {
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target.pending += amount;
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}
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}
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result.income.total = result.income.confirmed + result.income.pending;
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result.expenses.total = result.expenses.confirmed + result.expenses.pending;
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return result;
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};
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const buildExpenseBreakdown = (
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rows: CurrentPeriodTransactionRow[],
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field: "condition" | "paymentMethod",
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) => {
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const groups = new Map<
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string,
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{
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amount: number;
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transactions: number;
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}
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>();
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for (const row of rows) {
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if (
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row.transactionType !== TRANSACTION_TYPE_EXPENSE ||
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!shouldIncludeWithoutAutoGenerated(row.note)
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) {
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continue;
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}
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const key = row[field];
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const current = groups.get(key) ?? { amount: 0, transactions: 0 };
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current.amount += Math.abs(toNumber(row.amount));
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current.transactions += 1;
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groups.set(key, current);
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}
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const entries = Array.from(groups.entries()).map(([key, value]) => ({
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key,
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amount: value.amount,
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transactions: value.transactions,
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}));
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const overallTotal = entries.reduce(
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(total, entry) => total + entry.amount,
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0,
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);
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return entries
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.map((entry) => ({
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key: entry.key,
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amount: entry.amount,
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transactions: entry.transactions,
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percentage:
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overallTotal > 0
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? Number(((entry.amount / overallTotal) * 100).toFixed(2))
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: 0,
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}))
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.sort((a, b) => b.amount - a.amount);
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};
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const buildPaymentConditionsData = (
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rows: CurrentPeriodTransactionRow[],
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): PaymentConditionsData => ({
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conditions: buildExpenseBreakdown(rows, "condition").map((entry) => ({
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condition: entry.key,
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amount: entry.amount,
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transactions: entry.transactions,
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percentage: entry.percentage,
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})),
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});
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const buildPaymentMethodsData = (
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rows: CurrentPeriodTransactionRow[],
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): PaymentMethodsData => ({
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methods: buildExpenseBreakdown(rows, "paymentMethod").map((entry) => ({
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paymentMethod: entry.key,
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amount: entry.amount,
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transactions: entry.transactions,
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percentage: entry.percentage,
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})),
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});
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const buildRecurringExpensesData = (
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rows: CurrentPeriodTransactionRow[],
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): RecurringExpensesData => ({
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expenses: rows
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.filter(
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(row) =>
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row.transactionType === TRANSACTION_TYPE_EXPENSE &&
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row.condition === CONDITION_RECURRING &&
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shouldIncludeWithoutAutoGenerated(row.note),
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)
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.map((row) => ({
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id: row.id,
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name: row.name,
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amount: Math.abs(toNumber(row.amount)),
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paymentMethod: row.paymentMethod,
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recurrenceCount: row.recurrenceCount,
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})),
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});
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const buildInstallmentExpensesData = (
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rows: CurrentPeriodTransactionRow[],
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): InstallmentExpensesData => ({
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expenses: rows
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.filter(
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(row) =>
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row.transactionType === TRANSACTION_TYPE_EXPENSE &&
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row.condition === CONDITION_INSTALLMENT &&
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row.isAnticipated === false &&
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shouldIncludeWithoutAutoGenerated(row.note),
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)
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.map((row) => ({
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id: row.id,
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name: row.name,
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amount: Math.abs(toNumber(row.amount)),
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paymentMethod: row.paymentMethod,
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currentInstallment: row.currentInstallment,
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installmentCount: row.installmentCount,
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dueDate: row.dueDate,
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purchaseDate: row.purchaseDate,
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period: row.period,
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}))
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.sort((a, b) => {
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const remainingA =
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a.installmentCount && a.currentInstallment
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? a.installmentCount - a.currentInstallment
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: 0;
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const remainingB =
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b.installmentCount && b.currentInstallment
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? b.installmentCount - b.currentInstallment
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: 0;
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return remainingA - remainingB;
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}),
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});
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const mapTopExpense = (row: CurrentPeriodTransactionRow): TopExpense => ({
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id: row.id,
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name: row.name,
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amount: Math.abs(toNumber(row.amount)),
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purchaseDate: row.purchaseDate,
|
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paymentMethod: row.paymentMethod,
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logo: row.cardLogo ?? row.accountLogo ?? null,
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});
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|
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const buildTopExpensesData = (
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rows: CurrentPeriodTransactionRow[],
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cardOnly: boolean,
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): TopExpensesData => ({
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expenses: rows
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.filter(
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(row) =>
|
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row.transactionType === TRANSACTION_TYPE_EXPENSE &&
|
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shouldIncludeWithoutAutoGenerated(row.note) &&
|
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(!cardOnly || row.paymentMethod === PAYMENT_METHOD_CARD),
|
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)
|
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.sort((a, b) => toNumber(a.amount) - toNumber(b.amount))
|
||||
.slice(0, 10)
|
||||
.map(mapTopExpense),
|
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});
|
||||
|
||||
const buildTopEstablishmentsData = (
|
||||
rows: CurrentPeriodTransactionRow[],
|
||||
): TopEstablishmentsData => {
|
||||
const groups = new Map<
|
||||
string,
|
||||
{
|
||||
amount: number;
|
||||
occurrences: number;
|
||||
logo: string | null;
|
||||
}
|
||||
>();
|
||||
|
||||
for (const row of rows) {
|
||||
if (
|
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row.transactionType !== TRANSACTION_TYPE_EXPENSE ||
|
||||
!shouldIncludeWithoutAutoGenerated(row.note)
|
||||
) {
|
||||
continue;
|
||||
}
|
||||
|
||||
const current = groups.get(row.name) ?? {
|
||||
amount: 0,
|
||||
occurrences: 0,
|
||||
logo: row.cardLogo ?? row.accountLogo ?? null,
|
||||
};
|
||||
|
||||
current.amount += toNumber(row.amount);
|
||||
current.occurrences += 1;
|
||||
current.logo = current.logo ?? row.cardLogo ?? row.accountLogo ?? null;
|
||||
groups.set(row.name, current);
|
||||
}
|
||||
|
||||
const topRows = Array.from(groups.entries())
|
||||
.map(([name, value]) => ({
|
||||
id: name,
|
||||
name,
|
||||
amount: Math.abs(value.amount),
|
||||
occurrences: value.occurrences,
|
||||
logo: value.logo,
|
||||
}))
|
||||
.sort((a, b) => {
|
||||
if (a.occurrences !== b.occurrences) {
|
||||
return b.occurrences - a.occurrences;
|
||||
}
|
||||
|
||||
return b.amount - a.amount;
|
||||
})
|
||||
.slice(0, 10);
|
||||
|
||||
return {
|
||||
establishments: topRows.filter((row) => shouldIncludeNamedItem(row.name)),
|
||||
};
|
||||
};
|
||||
|
||||
const buildPurchasesByCategoryData = (
|
||||
rows: CurrentPeriodTransactionRow[],
|
||||
): PurchasesByCategoryData => {
|
||||
const categoriesMap = new Map<string, CategoryOption>();
|
||||
const transactionsByCategory: Record<string, CategoryTransaction[]> = {};
|
||||
|
||||
for (const row of rows) {
|
||||
if (
|
||||
!row.categoryId ||
|
||||
!row.categoryName ||
|
||||
!row.categoryType ||
|
||||
!["despesa", "receita"].includes(row.categoryType) ||
|
||||
!shouldIncludeWithoutAutoGenerated(row.note) ||
|
||||
!shouldIncludeNamedItem(row.name)
|
||||
) {
|
||||
continue;
|
||||
}
|
||||
|
||||
if (!categoriesMap.has(row.categoryId)) {
|
||||
categoriesMap.set(row.categoryId, {
|
||||
id: row.categoryId,
|
||||
name: row.categoryName,
|
||||
type: row.categoryType,
|
||||
});
|
||||
}
|
||||
|
||||
const transactionList = transactionsByCategory[row.categoryId] ?? [];
|
||||
if (transactionList.length < 10) {
|
||||
transactionList.push({
|
||||
id: row.id,
|
||||
name: row.name,
|
||||
amount: Math.abs(toNumber(row.amount)),
|
||||
purchaseDate: row.purchaseDate,
|
||||
logo: row.cardLogo ?? row.accountLogo ?? null,
|
||||
});
|
||||
transactionsByCategory[row.categoryId] = transactionList;
|
||||
}
|
||||
}
|
||||
|
||||
return {
|
||||
categories: Array.from(categoriesMap.values()).sort((a, b) => {
|
||||
if (a.type !== b.type) {
|
||||
return a.type === "receita" ? -1 : 1;
|
||||
}
|
||||
|
||||
return a.name.localeCompare(b.name, "pt-BR");
|
||||
}),
|
||||
transactionsByCategory,
|
||||
};
|
||||
};
|
||||
|
||||
export async function fetchDashboardCurrentPeriodOverview(
|
||||
userId: string,
|
||||
period: string,
|
||||
): Promise<DashboardCurrentPeriodOverview> {
|
||||
const adminPayerId = await getAdminPayerId(userId);
|
||||
if (!adminPayerId) {
|
||||
return emptyOverview();
|
||||
}
|
||||
|
||||
const rows = (await db
|
||||
.select({
|
||||
id: transactions.id,
|
||||
name: transactions.name,
|
||||
amount: transactions.amount,
|
||||
period: transactions.period,
|
||||
purchaseDate: transactions.purchaseDate,
|
||||
paymentMethod: transactions.paymentMethod,
|
||||
condition: transactions.condition,
|
||||
currentInstallment: transactions.currentInstallment,
|
||||
installmentCount: transactions.installmentCount,
|
||||
recurrenceCount: transactions.recurrenceCount,
|
||||
dueDate: transactions.dueDate,
|
||||
boletoPaymentDate: transactions.boletoPaymentDate,
|
||||
isSettled: transactions.isSettled,
|
||||
transactionType: transactions.transactionType,
|
||||
note: transactions.note,
|
||||
isAnticipated: transactions.isAnticipated,
|
||||
categoryId: transactions.categoryId,
|
||||
categoryName: categories.name,
|
||||
categoryType: categories.type,
|
||||
cardLogo: cards.logo,
|
||||
accountLogo: financialAccounts.logo,
|
||||
accountExcludeInitialBalanceFromIncome:
|
||||
financialAccounts.excludeInitialBalanceFromIncome,
|
||||
})
|
||||
.from(transactions)
|
||||
.leftJoin(cards, eq(transactions.cardId, cards.id))
|
||||
.leftJoin(
|
||||
financialAccounts,
|
||||
eq(transactions.accountId, financialAccounts.id),
|
||||
)
|
||||
.leftJoin(categories, eq(transactions.categoryId, categories.id))
|
||||
.where(
|
||||
and(
|
||||
eq(transactions.userId, userId),
|
||||
eq(transactions.period, period),
|
||||
eq(transactions.payerId, adminPayerId),
|
||||
excludeTransactionsFromExcludedAccounts(),
|
||||
),
|
||||
)
|
||||
.orderBy(
|
||||
desc(transactions.purchaseDate),
|
||||
desc(transactions.createdAt),
|
||||
)) as CurrentPeriodTransactionRow[];
|
||||
|
||||
return {
|
||||
billsSnapshot: buildBillsSnapshot(rows),
|
||||
paymentStatusData: buildPaymentStatusData(rows),
|
||||
paymentConditionsData: buildPaymentConditionsData(rows),
|
||||
paymentMethodsData: buildPaymentMethodsData(rows),
|
||||
recurringExpensesData: buildRecurringExpensesData(rows),
|
||||
installmentExpensesData: buildInstallmentExpensesData(rows),
|
||||
topEstablishmentsData: buildTopEstablishmentsData(rows),
|
||||
topExpensesAll: buildTopExpensesData(rows, false),
|
||||
topExpensesCardOnly: buildTopExpensesData(rows, true),
|
||||
purchasesByCategoryData: buildPurchasesByCategoryData(rows),
|
||||
};
|
||||
}
|
||||
Reference in New Issue
Block a user