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refactor: modulariza insights e atualiza catálogo de IA
This commit is contained in:
Felipe Coutinho
@@ -1,871 +1,32 @@
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"use server";
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import { anthropic } from "@ai-sdk/anthropic";
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import { google } from "@ai-sdk/google";
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import { openai } from "@ai-sdk/openai";
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import { createOpenRouter } from "@openrouter/ai-sdk-provider";
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import { generateObject } from "ai";
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import { getDay } from "date-fns";
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import { and, eq, isNull, ne, or, sql } from "drizzle-orm";
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import { generateInsightsAction as generateInsightsActionImpl } from "./actions/generate";
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import {
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budgets,
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cards,
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categories,
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financialAccounts,
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payers,
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savedInsights,
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transactions,
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} from "@/db/schema";
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import { ACCOUNT_AUTO_INVOICE_NOTE_PREFIX } from "@/shared/lib/accounts/constants";
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import { getUser } from "@/shared/lib/auth/server";
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import { db } from "@/shared/lib/db";
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import { PAYER_ROLE_ADMIN } from "@/shared/lib/payers/constants";
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import {
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type InsightsResponse,
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InsightsResponseSchema,
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} from "@/shared/lib/schemas/insights";
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import { getPreviousPeriod } from "@/shared/utils/period";
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import { AVAILABLE_MODELS, INSIGHTS_SYSTEM_PROMPT } from "./constants";
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deleteSavedInsightsAction as deleteSavedInsightsActionImpl,
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loadSavedInsightsAction as loadSavedInsightsActionImpl,
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saveInsightsAction as saveInsightsActionImpl,
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} from "./actions/storage";
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const TRANSFERENCIA = "Transferência";
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type ActionResult<T> =
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| { success: true; data: T }
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| { success: false; error: string };
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/**
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* Função auxiliar para converter valores numéricos
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*/
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const toNumber = (value: unknown): number => {
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if (typeof value === "number") return value;
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if (typeof value === "string") {
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const parsed = Number(value);
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return Number.isNaN(parsed) ? 0 : parsed;
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}
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return 0;
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};
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/**
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* Agrega dados financeiros do mês para análise
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*/
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async function aggregateMonthData(userId: string, period: string) {
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const previousPeriod = getPreviousPeriod(period);
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const twoMonthsAgo = getPreviousPeriod(previousPeriod);
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const threeMonthsAgo = getPreviousPeriod(twoMonthsAgo);
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// Buscar métricas de receitas e despesas dos últimos 3 meses
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const [
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currentPeriodRows,
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previousPeriodRows,
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twoMonthsAgoRows,
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threeMonthsAgoRows,
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] = await Promise.all([
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db
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.select({
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transactionType: transactions.transactionType,
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totalAmount: sql<number>`coalesce(sum(${transactions.amount}), 0)`,
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})
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.from(transactions)
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.innerJoin(payers, eq(transactions.payerId, payers.id))
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.where(
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and(
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eq(transactions.userId, userId),
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eq(transactions.period, period),
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eq(payers.role, PAYER_ROLE_ADMIN),
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ne(transactions.transactionType, TRANSFERENCIA),
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or(
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isNull(transactions.note),
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sql`${
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transactions.note
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} NOT LIKE ${`${ACCOUNT_AUTO_INVOICE_NOTE_PREFIX}%`}`,
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),
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),
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)
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.groupBy(transactions.transactionType),
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db
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.select({
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transactionType: transactions.transactionType,
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totalAmount: sql<number>`coalesce(sum(${transactions.amount}), 0)`,
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})
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.from(transactions)
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.innerJoin(payers, eq(transactions.payerId, payers.id))
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.where(
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and(
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eq(transactions.userId, userId),
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eq(transactions.period, previousPeriod),
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eq(payers.role, PAYER_ROLE_ADMIN),
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ne(transactions.transactionType, TRANSFERENCIA),
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or(
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isNull(transactions.note),
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sql`${
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transactions.note
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} NOT LIKE ${`${ACCOUNT_AUTO_INVOICE_NOTE_PREFIX}%`}`,
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),
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),
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)
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.groupBy(transactions.transactionType),
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db
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.select({
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transactionType: transactions.transactionType,
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totalAmount: sql<number>`coalesce(sum(${transactions.amount}), 0)`,
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})
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.from(transactions)
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.innerJoin(payers, eq(transactions.payerId, payers.id))
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.where(
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and(
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eq(transactions.userId, userId),
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eq(transactions.period, twoMonthsAgo),
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eq(payers.role, PAYER_ROLE_ADMIN),
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ne(transactions.transactionType, TRANSFERENCIA),
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or(
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isNull(transactions.note),
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sql`${
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transactions.note
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} NOT LIKE ${`${ACCOUNT_AUTO_INVOICE_NOTE_PREFIX}%`}`,
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),
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),
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)
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.groupBy(transactions.transactionType),
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db
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.select({
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transactionType: transactions.transactionType,
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totalAmount: sql<number>`coalesce(sum(${transactions.amount}), 0)`,
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})
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.from(transactions)
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.innerJoin(payers, eq(transactions.payerId, payers.id))
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.where(
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and(
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eq(transactions.userId, userId),
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eq(transactions.period, threeMonthsAgo),
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eq(payers.role, PAYER_ROLE_ADMIN),
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ne(transactions.transactionType, TRANSFERENCIA),
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or(
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isNull(transactions.note),
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sql`${
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transactions.note
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} NOT LIKE ${`${ACCOUNT_AUTO_INVOICE_NOTE_PREFIX}%`}`,
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),
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),
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)
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.groupBy(transactions.transactionType),
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]);
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// Calcular totais dos últimos 3 meses
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let currentIncome = 0;
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let currentExpense = 0;
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let previousIncome = 0;
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let previousExpense = 0;
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let twoMonthsAgoIncome = 0;
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let twoMonthsAgoExpense = 0;
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let threeMonthsAgoIncome = 0;
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let threeMonthsAgoExpense = 0;
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for (const row of currentPeriodRows) {
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const amount = Math.abs(toNumber(row.totalAmount));
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if (row.transactionType === "Receita") currentIncome += amount;
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else if (row.transactionType === "Despesa") currentExpense += amount;
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}
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for (const row of previousPeriodRows) {
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const amount = Math.abs(toNumber(row.totalAmount));
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if (row.transactionType === "Receita") previousIncome += amount;
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else if (row.transactionType === "Despesa") previousExpense += amount;
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}
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for (const row of twoMonthsAgoRows) {
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const amount = Math.abs(toNumber(row.totalAmount));
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if (row.transactionType === "Receita") twoMonthsAgoIncome += amount;
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else if (row.transactionType === "Despesa") twoMonthsAgoExpense += amount;
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}
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for (const row of threeMonthsAgoRows) {
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const amount = Math.abs(toNumber(row.totalAmount));
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if (row.transactionType === "Receita") threeMonthsAgoIncome += amount;
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else if (row.transactionType === "Despesa") threeMonthsAgoExpense += amount;
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}
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// Buscar despesas por categoria (top 5)
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const expensesByCategory = await db
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.select({
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categoryName: categories.name,
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total: sql<number>`coalesce(sum(${transactions.amount}), 0)`,
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})
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.from(transactions)
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.innerJoin(payers, eq(transactions.payerId, payers.id))
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.innerJoin(categories, eq(transactions.categoryId, categories.id))
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.where(
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and(
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eq(transactions.userId, userId),
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eq(transactions.period, period),
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eq(transactions.transactionType, "Despesa"),
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eq(payers.role, PAYER_ROLE_ADMIN),
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eq(categories.type, "despesa"),
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or(
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isNull(transactions.note),
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sql`${
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transactions.note
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} NOT LIKE ${`${ACCOUNT_AUTO_INVOICE_NOTE_PREFIX}%`}`,
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),
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),
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)
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.groupBy(categories.name)
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.orderBy(sql`sum(${transactions.amount}) ASC`)
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.limit(5);
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// Buscar orçamentos e uso
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const budgetsData = await db
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.select({
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categoryName: categories.name,
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budgetAmount: budgets.amount,
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spent: sql<number>`coalesce(sum(${transactions.amount}), 0)`,
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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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.leftJoin(
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transactions,
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and(
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eq(transactions.categoryId, categories.id),
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eq(transactions.period, period),
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eq(transactions.userId, userId),
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eq(transactions.transactionType, "Despesa"),
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),
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)
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.where(and(eq(budgets.userId, userId), eq(budgets.period, period)))
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.groupBy(categories.name, budgets.amount);
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// Buscar métricas de cartões
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const cardsData = await db
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.select({
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totalLimit: sql<number>`coalesce(sum(${cards.limit}), 0)`,
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cardCount: sql<number>`count(*)`,
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})
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.from(cards)
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.where(and(eq(cards.userId, userId), eq(cards.status, "ativo")));
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// Buscar saldo total das financialAccounts
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const accountsData = await db
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.select({
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totalBalance: sql<number>`coalesce(sum(${financialAccounts.initialBalance}), 0)`,
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accountCount: sql<number>`count(*)`,
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})
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.from(financialAccounts)
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.where(
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and(
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eq(financialAccounts.userId, userId),
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eq(financialAccounts.status, "ativa"),
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eq(financialAccounts.excludeFromBalance, false),
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),
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);
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// Calcular ticket médio das transações
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const avgTicketData = await db
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.select({
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avgAmount: sql<number>`coalesce(avg(abs(${transactions.amount})), 0)`,
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transactionCount: sql<number>`count(*)`,
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})
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.from(transactions)
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.innerJoin(payers, eq(transactions.payerId, payers.id))
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.where(
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and(
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eq(transactions.userId, userId),
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eq(transactions.period, period),
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eq(payers.role, PAYER_ROLE_ADMIN),
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ne(transactions.transactionType, TRANSFERENCIA),
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),
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);
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// Buscar gastos por dia da semana
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const dayOfWeekSpending = await db
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.select({
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purchaseDate: transactions.purchaseDate,
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amount: transactions.amount,
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})
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.from(transactions)
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.innerJoin(payers, eq(transactions.payerId, payers.id))
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.where(
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and(
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eq(transactions.userId, userId),
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eq(transactions.period, period),
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eq(transactions.transactionType, "Despesa"),
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eq(payers.role, PAYER_ROLE_ADMIN),
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),
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);
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// Agregar por dia da semana
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const dayTotals = new Map<number, number>();
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for (const row of dayOfWeekSpending) {
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if (!row.purchaseDate) continue;
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const dayOfWeek = getDay(new Date(row.purchaseDate));
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const current = dayTotals.get(dayOfWeek) ?? 0;
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dayTotals.set(dayOfWeek, current + Math.abs(toNumber(row.amount)));
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}
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// Buscar métodos de pagamento (agregado)
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const paymentMethodsData = await db
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.select({
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paymentMethod: transactions.paymentMethod,
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total: sql<number>`coalesce(sum(abs(${transactions.amount})), 0)`,
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})
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.from(transactions)
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.innerJoin(payers, eq(transactions.payerId, payers.id))
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.where(
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and(
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eq(transactions.userId, userId),
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eq(transactions.period, period),
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eq(transactions.transactionType, "Despesa"),
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eq(payers.role, PAYER_ROLE_ADMIN),
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),
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)
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.groupBy(transactions.paymentMethod);
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// Buscar transações dos últimos 3 meses para análise de recorrência
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const last3MonthsTransactions = await db
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.select({
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name: transactions.name,
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amount: transactions.amount,
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period: transactions.period,
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condition: transactions.condition,
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installmentCount: transactions.installmentCount,
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currentInstallment: transactions.currentInstallment,
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categoryName: categories.name,
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})
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.from(transactions)
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.innerJoin(payers, eq(transactions.payerId, payers.id))
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.leftJoin(categories, eq(transactions.categoryId, categories.id))
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.where(
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and(
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eq(transactions.userId, userId),
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sql`${transactions.period} IN (${period}, ${previousPeriod}, ${twoMonthsAgo})`,
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eq(transactions.transactionType, "Despesa"),
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eq(payers.role, PAYER_ROLE_ADMIN),
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ne(transactions.transactionType, TRANSFERENCIA),
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),
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)
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.orderBy(transactions.name);
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// Análise de recorrência
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const transactionsByName = new Map<
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string,
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Array<{ period: string; amount: number }>
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>();
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for (const tx of last3MonthsTransactions) {
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const key = tx.name.toLowerCase().trim();
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if (!transactionsByName.has(key)) {
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transactionsByName.set(key, []);
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}
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const transactions = transactionsByName.get(key);
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if (transactions) {
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transactions.push({
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period: tx.period,
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amount: Math.abs(toNumber(tx.amount)),
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});
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}
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}
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// Identificar gastos recorrentes (aparece em 2+ meses com valor similar)
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const recurringExpenses: Array<{
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name: string;
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avgAmount: number;
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frequency: number;
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}> = [];
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let totalRecurring = 0;
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for (const [name, occurrences] of transactionsByName.entries()) {
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if (occurrences.length >= 2) {
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const amounts = occurrences.map((o) => o.amount);
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const avgAmount =
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amounts.reduce((sum, amt) => sum + amt, 0) / amounts.length;
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const maxDiff = Math.max(...amounts) - Math.min(...amounts);
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// Considerar recorrente se variação <= 20% da média
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if (maxDiff <= avgAmount * 0.2) {
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recurringExpenses.push({
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name,
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avgAmount,
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frequency: occurrences.length,
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});
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// Somar apenas os do mês atual
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const currentMonthOccurrence = occurrences.find(
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(o) => o.period === period,
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);
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if (currentMonthOccurrence) {
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totalRecurring += currentMonthOccurrence.amount;
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}
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}
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}
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}
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// Análise de gastos parcelados
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const installmentTransactions = last3MonthsTransactions.filter(
|
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(tx) =>
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tx.condition === "Parcelado" &&
|
||||
tx.installmentCount &&
|
||||
tx.installmentCount > 1,
|
||||
);
|
||||
|
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const installmentData = installmentTransactions
|
||||
.filter((tx) => tx.period === period)
|
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.map((tx) => ({
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name: tx.name,
|
||||
currentInstallment: tx.currentInstallment ?? 1,
|
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totalInstallments: tx.installmentCount ?? 1,
|
||||
amount: Math.abs(toNumber(tx.amount)),
|
||||
category: tx.categoryName ?? "Outros",
|
||||
}));
|
||||
|
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const totalInstallmentAmount = installmentData.reduce(
|
||||
(sum, tx) => sum + tx.amount,
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0,
|
||||
);
|
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const futureCommitment = installmentData.reduce((sum, tx) => {
|
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const remaining = tx.totalInstallments - tx.currentInstallment;
|
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return sum + tx.amount * remaining;
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}, 0);
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|
||||
// Montar dados agregados e anonimizados
|
||||
const aggregatedData = {
|
||||
month: period,
|
||||
totalIncome: currentIncome,
|
||||
totalExpense: currentExpense,
|
||||
balance: currentIncome - currentExpense,
|
||||
|
||||
// Tendência de 3 meses
|
||||
threeMonthTrend: {
|
||||
periods: [threeMonthsAgo, twoMonthsAgo, previousPeriod, period],
|
||||
incomes: [
|
||||
threeMonthsAgoIncome,
|
||||
twoMonthsAgoIncome,
|
||||
previousIncome,
|
||||
currentIncome,
|
||||
],
|
||||
expenses: [
|
||||
threeMonthsAgoExpense,
|
||||
twoMonthsAgoExpense,
|
||||
previousExpense,
|
||||
currentExpense,
|
||||
],
|
||||
avgIncome:
|
||||
(threeMonthsAgoIncome +
|
||||
twoMonthsAgoIncome +
|
||||
previousIncome +
|
||||
currentIncome) /
|
||||
4,
|
||||
avgExpense:
|
||||
(threeMonthsAgoExpense +
|
||||
twoMonthsAgoExpense +
|
||||
previousExpense +
|
||||
currentExpense) /
|
||||
4,
|
||||
trend:
|
||||
currentExpense > previousExpense &&
|
||||
previousExpense > twoMonthsAgoExpense
|
||||
? "crescente"
|
||||
: currentExpense < previousExpense &&
|
||||
previousExpense < twoMonthsAgoExpense
|
||||
? "decrescente"
|
||||
: "estável",
|
||||
},
|
||||
|
||||
previousMonthIncome: previousIncome,
|
||||
previousMonthExpense: previousExpense,
|
||||
monthOverMonthIncomeChange:
|
||||
Math.abs(previousIncome) > 0.01
|
||||
? ((currentIncome - previousIncome) / Math.abs(previousIncome)) * 100
|
||||
: 0,
|
||||
monthOverMonthExpenseChange:
|
||||
Math.abs(previousExpense) > 0.01
|
||||
? ((currentExpense - previousExpense) / Math.abs(previousExpense)) * 100
|
||||
: 0,
|
||||
savingsRate:
|
||||
currentIncome > 0.01
|
||||
? ((currentIncome - currentExpense) / currentIncome) * 100
|
||||
: 0,
|
||||
topExpenseCategories: expensesByCategory.map(
|
||||
(cat: { categoryName: string; total: unknown }) => ({
|
||||
category: cat.categoryName,
|
||||
amount: Math.abs(toNumber(cat.total)),
|
||||
percentageOfTotal:
|
||||
currentExpense > 0
|
||||
? (Math.abs(toNumber(cat.total)) / currentExpense) * 100
|
||||
: 0,
|
||||
}),
|
||||
),
|
||||
budgets: budgetsData.map(
|
||||
(b: { categoryName: string; budgetAmount: unknown; spent: unknown }) => ({
|
||||
category: b.categoryName,
|
||||
budgetAmount: toNumber(b.budgetAmount),
|
||||
spent: Math.abs(toNumber(b.spent)),
|
||||
usagePercentage:
|
||||
toNumber(b.budgetAmount) > 0
|
||||
? (Math.abs(toNumber(b.spent)) / toNumber(b.budgetAmount)) * 100
|
||||
: 0,
|
||||
}),
|
||||
),
|
||||
creditCards: {
|
||||
totalLimit: toNumber(cardsData[0]?.totalLimit ?? 0),
|
||||
cardCount: toNumber(cardsData[0]?.cardCount ?? 0),
|
||||
},
|
||||
accounts: {
|
||||
totalBalance: toNumber(accountsData[0]?.totalBalance ?? 0),
|
||||
accountCount: toNumber(accountsData[0]?.accountCount ?? 0),
|
||||
},
|
||||
avgTicket: toNumber(avgTicketData[0]?.avgAmount ?? 0),
|
||||
transactionCount: toNumber(avgTicketData[0]?.transactionCount ?? 0),
|
||||
dayOfWeekSpending: Array.from(dayTotals.entries()).map(([day, total]) => ({
|
||||
dayOfWeek:
|
||||
["Dom", "Seg", "Ter", "Qua", "Qui", "Sex", "Sáb"][day] ?? "N/A",
|
||||
total,
|
||||
})),
|
||||
paymentMethodsBreakdown: paymentMethodsData.map(
|
||||
(pm: { paymentMethod: string | null; total: unknown }) => ({
|
||||
method: pm.paymentMethod,
|
||||
total: toNumber(pm.total),
|
||||
percentage:
|
||||
currentExpense > 0 ? (toNumber(pm.total) / currentExpense) * 100 : 0,
|
||||
}),
|
||||
),
|
||||
|
||||
// Análise de recorrência
|
||||
recurringExpenses: {
|
||||
count: recurringExpenses.length,
|
||||
total: totalRecurring,
|
||||
percentageOfTotal:
|
||||
currentExpense > 0 ? (totalRecurring / currentExpense) * 100 : 0,
|
||||
topRecurring: recurringExpenses
|
||||
.sort((a, b) => b.avgAmount - a.avgAmount)
|
||||
.slice(0, 5)
|
||||
.map((r) => ({
|
||||
name: r.name,
|
||||
avgAmount: r.avgAmount,
|
||||
frequency: r.frequency,
|
||||
})),
|
||||
predictability:
|
||||
currentExpense > 0 ? (totalRecurring / currentExpense) * 100 : 0,
|
||||
},
|
||||
|
||||
// Análise de parcelamentos
|
||||
installments: {
|
||||
currentMonthInstallments: installmentData.length,
|
||||
totalInstallmentAmount,
|
||||
percentageOfExpenses:
|
||||
currentExpense > 0
|
||||
? (totalInstallmentAmount / currentExpense) * 100
|
||||
: 0,
|
||||
futureCommitment,
|
||||
topInstallments: installmentData
|
||||
.sort((a, b) => b.amount - a.amount)
|
||||
.slice(0, 5)
|
||||
.map((i) => ({
|
||||
name: i.name,
|
||||
current: i.currentInstallment,
|
||||
total: i.totalInstallments,
|
||||
amount: i.amount,
|
||||
category: i.category,
|
||||
remaining: i.totalInstallments - i.currentInstallment,
|
||||
})),
|
||||
},
|
||||
};
|
||||
|
||||
return aggregatedData;
|
||||
}
|
||||
|
||||
/**
|
||||
* Gera insights usando IA
|
||||
*/
|
||||
export async function generateInsightsAction(
|
||||
period: string,
|
||||
modelId: string,
|
||||
): Promise<ActionResult<InsightsResponse>> {
|
||||
try {
|
||||
const user = await getUser();
|
||||
|
||||
// Validar modelo - verificar se existe na lista ou se é um modelo customizado
|
||||
const selectedModel = AVAILABLE_MODELS.find((m) => m.id === modelId);
|
||||
|
||||
// Se não encontrou na lista e não tem "/" (formato OpenRouter), é inválido
|
||||
const isOpenRouterFormat = /^[a-zA-Z0-9_-]+\/[a-zA-Z0-9._-]+$/.test(
|
||||
modelId,
|
||||
);
|
||||
if (!selectedModel && !isOpenRouterFormat) {
|
||||
return {
|
||||
success: false,
|
||||
error: "Modelo inválido.",
|
||||
};
|
||||
}
|
||||
|
||||
// Agregar dados
|
||||
const aggregatedData = await aggregateMonthData(user.id, period);
|
||||
|
||||
// Selecionar provider
|
||||
let model: ReturnType<typeof google>;
|
||||
|
||||
// Se o modelo tem "/" é OpenRouter (formato: provider/model)
|
||||
if (isOpenRouterFormat && !selectedModel) {
|
||||
const apiKey = process.env.OPENROUTER_API_KEY;
|
||||
if (!apiKey) {
|
||||
return {
|
||||
success: false,
|
||||
error:
|
||||
"OPENROUTER_API_KEY não configurada. Adicione a chave no arquivo .env",
|
||||
};
|
||||
}
|
||||
|
||||
const openrouter = createOpenRouter({
|
||||
apiKey,
|
||||
});
|
||||
model = openrouter.chat(modelId);
|
||||
} else if (selectedModel?.provider === "openai") {
|
||||
model = openai(modelId);
|
||||
} else if (selectedModel?.provider === "anthropic") {
|
||||
model = anthropic(modelId);
|
||||
} else if (selectedModel?.provider === "google") {
|
||||
model = google(modelId);
|
||||
} else {
|
||||
return {
|
||||
success: false,
|
||||
error: "Provider de modelo não suportado.",
|
||||
};
|
||||
}
|
||||
|
||||
// Chamar AI SDK
|
||||
const result = await generateObject({
|
||||
model,
|
||||
schema: InsightsResponseSchema,
|
||||
system: INSIGHTS_SYSTEM_PROMPT,
|
||||
prompt: `Analise os seguintes dados financeiros agregados do período ${period}.
|
||||
|
||||
Dados agregados:
|
||||
${JSON.stringify(aggregatedData, null, 2)}
|
||||
|
||||
DADOS IMPORTANTES PARA SUA ANÁLISE:
|
||||
|
||||
**Tendência de 3 meses:**
|
||||
- Os dados incluem tendência dos últimos 3 meses (threeMonthTrend)
|
||||
- Use isso para identificar padrões crescentes, decrescentes ou estáveis
|
||||
- Compare o mês atual com a média dos 3 meses
|
||||
|
||||
**Análise de Recorrência:**
|
||||
- Gastos recorrentes representam ${aggregatedData.recurringExpenses.percentageOfTotal.toFixed(1)}% das despesas
|
||||
- ${aggregatedData.recurringExpenses.count} gastos identificados como recorrentes
|
||||
- Use isso para avaliar previsibilidade e oportunidades de otimização
|
||||
|
||||
**Gastos Parcelados:**
|
||||
- ${aggregatedData.installments.currentMonthInstallments} parcelas ativas no mês
|
||||
- Comprometimento futuro de R$ ${aggregatedData.installments.futureCommitment.toFixed(2)}
|
||||
- Use isso para alertas sobre comprometimento de renda futura
|
||||
|
||||
Organize suas observações nas 4 categories especificadas no prompt do sistema:
|
||||
1. Comportamentos Observados (behaviors): 3-6 itens
|
||||
2. Gatilhos de Consumo (triggers): 3-6 itens
|
||||
3. Recomendações Práticas (recommendations): 3-6 itens
|
||||
4. Melhorias Sugeridas (improvements): 3-6 itens
|
||||
|
||||
Cada item deve ser conciso, direto e acionável. Use os novos dados para dar contexto temporal e identificar padrões mais profundos.
|
||||
|
||||
Responda APENAS com um JSON válido seguindo exatamente o schema especificado.`,
|
||||
});
|
||||
|
||||
// Validar resposta
|
||||
const validatedData = InsightsResponseSchema.parse(result.object);
|
||||
|
||||
return {
|
||||
success: true,
|
||||
data: validatedData,
|
||||
};
|
||||
} catch (error) {
|
||||
console.error("Error generating insights:", error);
|
||||
return {
|
||||
success: false,
|
||||
error: "Erro ao gerar insights. Tente novamente.",
|
||||
};
|
||||
}
|
||||
...args: Parameters<typeof generateInsightsActionImpl>
|
||||
): ReturnType<typeof generateInsightsActionImpl> {
|
||||
return generateInsightsActionImpl(...args);
|
||||
}
|
||||
|
||||
/**
|
||||
* Salva insights gerados no banco de dados
|
||||
*/
|
||||
export async function saveInsightsAction(
|
||||
period: string,
|
||||
modelId: string,
|
||||
data: InsightsResponse,
|
||||
): Promise<ActionResult<{ id: string; createdAt: Date }>> {
|
||||
try {
|
||||
const user = await getUser();
|
||||
|
||||
// Verificar se já existe um insight salvo para este período
|
||||
const existing = await db
|
||||
.select()
|
||||
.from(savedInsights)
|
||||
.where(
|
||||
and(
|
||||
eq(savedInsights.userId, user.id),
|
||||
eq(savedInsights.period, period),
|
||||
),
|
||||
)
|
||||
.limit(1);
|
||||
|
||||
if (existing.length > 0) {
|
||||
// Atualizar existente
|
||||
const updated = await db
|
||||
.update(savedInsights)
|
||||
.set({
|
||||
modelId,
|
||||
data: JSON.stringify(data),
|
||||
updatedAt: new Date(),
|
||||
})
|
||||
.where(
|
||||
and(
|
||||
eq(savedInsights.userId, user.id),
|
||||
eq(savedInsights.period, period),
|
||||
),
|
||||
)
|
||||
.returning({
|
||||
id: savedInsights.id,
|
||||
createdAt: savedInsights.createdAt,
|
||||
});
|
||||
|
||||
const updatedRecord = updated[0];
|
||||
if (!updatedRecord) {
|
||||
return {
|
||||
success: false,
|
||||
error: "Falha ao atualizar a análise. Tente novamente.",
|
||||
};
|
||||
}
|
||||
|
||||
return {
|
||||
success: true,
|
||||
data: {
|
||||
id: updatedRecord.id,
|
||||
createdAt: updatedRecord.createdAt,
|
||||
},
|
||||
};
|
||||
}
|
||||
|
||||
// Criar novo
|
||||
const result = await db
|
||||
.insert(savedInsights)
|
||||
.values({
|
||||
userId: user.id,
|
||||
period,
|
||||
modelId,
|
||||
data: JSON.stringify(data),
|
||||
})
|
||||
.returning({
|
||||
id: savedInsights.id,
|
||||
createdAt: savedInsights.createdAt,
|
||||
});
|
||||
|
||||
const insertedRecord = result[0];
|
||||
if (!insertedRecord) {
|
||||
return {
|
||||
success: false,
|
||||
error: "Falha ao salvar a análise. Tente novamente.",
|
||||
};
|
||||
}
|
||||
|
||||
return {
|
||||
success: true,
|
||||
data: {
|
||||
id: insertedRecord.id,
|
||||
createdAt: insertedRecord.createdAt,
|
||||
},
|
||||
};
|
||||
} catch (error) {
|
||||
console.error("Error saving insights:", error);
|
||||
return {
|
||||
success: false,
|
||||
error: "Erro ao salvar análise. Tente novamente.",
|
||||
};
|
||||
}
|
||||
...args: Parameters<typeof saveInsightsActionImpl>
|
||||
): ReturnType<typeof saveInsightsActionImpl> {
|
||||
return saveInsightsActionImpl(...args);
|
||||
}
|
||||
|
||||
/**
|
||||
* Carrega insights salvos do banco de dados
|
||||
*/
|
||||
export async function loadSavedInsightsAction(period: string): Promise<
|
||||
ActionResult<{
|
||||
insights: InsightsResponse;
|
||||
modelId: string;
|
||||
createdAt: Date;
|
||||
} | null>
|
||||
> {
|
||||
try {
|
||||
const user = await getUser();
|
||||
|
||||
const result = await db
|
||||
.select()
|
||||
.from(savedInsights)
|
||||
.where(
|
||||
and(
|
||||
eq(savedInsights.userId, user.id),
|
||||
eq(savedInsights.period, period),
|
||||
),
|
||||
)
|
||||
.limit(1);
|
||||
|
||||
if (result.length === 0) {
|
||||
return {
|
||||
success: true,
|
||||
data: null,
|
||||
};
|
||||
}
|
||||
|
||||
const saved = result[0];
|
||||
if (!saved) {
|
||||
return {
|
||||
success: true,
|
||||
data: null,
|
||||
};
|
||||
}
|
||||
|
||||
const insights = InsightsResponseSchema.parse(JSON.parse(saved.data));
|
||||
|
||||
return {
|
||||
success: true,
|
||||
data: {
|
||||
insights,
|
||||
modelId: saved.modelId,
|
||||
createdAt: saved.createdAt,
|
||||
},
|
||||
};
|
||||
} catch (error) {
|
||||
console.error("Error loading saved insights:", error);
|
||||
return {
|
||||
success: false,
|
||||
error: "Erro ao carregar análise salva. Tente novamente.",
|
||||
};
|
||||
}
|
||||
export async function loadSavedInsightsAction(
|
||||
...args: Parameters<typeof loadSavedInsightsActionImpl>
|
||||
): ReturnType<typeof loadSavedInsightsActionImpl> {
|
||||
return loadSavedInsightsActionImpl(...args);
|
||||
}
|
||||
|
||||
/**
|
||||
* Remove insights salvos do banco de dados
|
||||
*/
|
||||
export async function deleteSavedInsightsAction(
|
||||
period: string,
|
||||
): Promise<ActionResult<void>> {
|
||||
try {
|
||||
const user = await getUser();
|
||||
|
||||
await db
|
||||
.delete(savedInsights)
|
||||
.where(
|
||||
and(
|
||||
eq(savedInsights.userId, user.id),
|
||||
eq(savedInsights.period, period),
|
||||
),
|
||||
);
|
||||
|
||||
return {
|
||||
success: true,
|
||||
data: undefined,
|
||||
};
|
||||
} catch (error) {
|
||||
console.error("Error deleting saved insights:", error);
|
||||
return {
|
||||
success: false,
|
||||
error: "Erro ao remover análise. Tente novamente.",
|
||||
};
|
||||
}
|
||||
...args: Parameters<typeof deleteSavedInsightsActionImpl>
|
||||
): ReturnType<typeof deleteSavedInsightsActionImpl> {
|
||||
return deleteSavedInsightsActionImpl(...args);
|
||||
}
|
||||
|
||||
493
src/features/insights/actions/aggregate.ts
Normal file
493
src/features/insights/actions/aggregate.ts
Normal file
@@ -0,0 +1,493 @@
|
||||
import { getDay } from "date-fns";
|
||||
import { and, eq, inArray, isNull, ne, or, sql } from "drizzle-orm";
|
||||
import { unstable_cache } from "next/cache";
|
||||
import {
|
||||
budgets,
|
||||
cards,
|
||||
categories,
|
||||
financialAccounts,
|
||||
transactions,
|
||||
} from "@/db/schema";
|
||||
import { ACCOUNT_AUTO_INVOICE_NOTE_PREFIX } from "@/shared/lib/accounts/constants";
|
||||
import { db } from "@/shared/lib/db";
|
||||
import { getAdminPayerId } from "@/shared/lib/payers/get-admin-id";
|
||||
import { safeToNumber } from "@/shared/utils/number";
|
||||
import { getPreviousPeriod } from "@/shared/utils/period";
|
||||
|
||||
const TRANSFERENCIA = "Transferência";
|
||||
|
||||
async function aggregateMonthDataInternal(userId: string, period: string) {
|
||||
const previousPeriod = getPreviousPeriod(period);
|
||||
const twoMonthsAgo = getPreviousPeriod(previousPeriod);
|
||||
const threeMonthsAgo = getPreviousPeriod(twoMonthsAgo);
|
||||
const adminPayerId = await getAdminPayerId(userId);
|
||||
const autoInvoiceExclusion =
|
||||
or(
|
||||
isNull(transactions.note),
|
||||
sql`${transactions.note} NOT LIKE ${`${ACCOUNT_AUTO_INVOICE_NOTE_PREFIX}%`}`,
|
||||
) ?? sql`true`;
|
||||
const adminPayerCondition = adminPayerId
|
||||
? eq(transactions.payerId, adminPayerId)
|
||||
: sql`false`;
|
||||
|
||||
const buildAdminTransactionConditions = ({
|
||||
period: singlePeriod,
|
||||
periods,
|
||||
transactionType,
|
||||
excludeTransfers = true,
|
||||
excludeAutoInvoice = true,
|
||||
}: {
|
||||
period?: string;
|
||||
periods?: string[];
|
||||
transactionType?: string;
|
||||
excludeTransfers?: boolean;
|
||||
excludeAutoInvoice?: boolean;
|
||||
}) => {
|
||||
const conditions = [eq(transactions.userId, userId), adminPayerCondition];
|
||||
|
||||
if (singlePeriod) {
|
||||
conditions.push(eq(transactions.period, singlePeriod));
|
||||
}
|
||||
if (periods && periods.length > 0) {
|
||||
conditions.push(inArray(transactions.period, periods));
|
||||
}
|
||||
if (transactionType) {
|
||||
conditions.push(eq(transactions.transactionType, transactionType));
|
||||
}
|
||||
if (excludeTransfers) {
|
||||
conditions.push(ne(transactions.transactionType, TRANSFERENCIA));
|
||||
}
|
||||
if (excludeAutoInvoice) {
|
||||
conditions.push(autoInvoiceExclusion);
|
||||
}
|
||||
|
||||
return conditions;
|
||||
};
|
||||
|
||||
const [
|
||||
currentPeriodRows,
|
||||
previousPeriodRows,
|
||||
twoMonthsAgoRows,
|
||||
threeMonthsAgoRows,
|
||||
expensesByCategory,
|
||||
budgetsData,
|
||||
cardsData,
|
||||
accountsData,
|
||||
avgTicketData,
|
||||
dayOfWeekSpending,
|
||||
paymentMethodsData,
|
||||
last3MonthsTransactions,
|
||||
] = await Promise.all([
|
||||
db
|
||||
.select({
|
||||
transactionType: transactions.transactionType,
|
||||
totalAmount: sql<number>`coalesce(sum(${transactions.amount}), 0)`,
|
||||
})
|
||||
.from(transactions)
|
||||
.where(and(...buildAdminTransactionConditions({ period })))
|
||||
.groupBy(transactions.transactionType),
|
||||
db
|
||||
.select({
|
||||
transactionType: transactions.transactionType,
|
||||
totalAmount: sql<number>`coalesce(sum(${transactions.amount}), 0)`,
|
||||
})
|
||||
.from(transactions)
|
||||
.where(
|
||||
and(...buildAdminTransactionConditions({ period: previousPeriod })),
|
||||
)
|
||||
.groupBy(transactions.transactionType),
|
||||
db
|
||||
.select({
|
||||
transactionType: transactions.transactionType,
|
||||
totalAmount: sql<number>`coalesce(sum(${transactions.amount}), 0)`,
|
||||
})
|
||||
.from(transactions)
|
||||
.where(and(...buildAdminTransactionConditions({ period: twoMonthsAgo })))
|
||||
.groupBy(transactions.transactionType),
|
||||
db
|
||||
.select({
|
||||
transactionType: transactions.transactionType,
|
||||
totalAmount: sql<number>`coalesce(sum(${transactions.amount}), 0)`,
|
||||
})
|
||||
.from(transactions)
|
||||
.where(
|
||||
and(...buildAdminTransactionConditions({ period: threeMonthsAgo })),
|
||||
)
|
||||
.groupBy(transactions.transactionType),
|
||||
db
|
||||
.select({
|
||||
categoryName: categories.name,
|
||||
total: sql<number>`coalesce(sum(${transactions.amount}), 0)`,
|
||||
})
|
||||
.from(transactions)
|
||||
.innerJoin(categories, eq(transactions.categoryId, categories.id))
|
||||
.where(
|
||||
and(
|
||||
...buildAdminTransactionConditions({
|
||||
period,
|
||||
transactionType: "Despesa",
|
||||
}),
|
||||
eq(categories.type, "despesa"),
|
||||
),
|
||||
)
|
||||
.groupBy(categories.name)
|
||||
.orderBy(sql`sum(${transactions.amount}) ASC`)
|
||||
.limit(5),
|
||||
db
|
||||
.select({
|
||||
categoryName: categories.name,
|
||||
budgetAmount: budgets.amount,
|
||||
spent: sql<number>`coalesce(sum(${transactions.amount}), 0)`,
|
||||
})
|
||||
.from(budgets)
|
||||
.innerJoin(categories, eq(budgets.categoryId, categories.id))
|
||||
.leftJoin(
|
||||
transactions,
|
||||
and(
|
||||
eq(transactions.categoryId, categories.id),
|
||||
eq(transactions.period, period),
|
||||
eq(transactions.userId, userId),
|
||||
eq(transactions.transactionType, "Despesa"),
|
||||
adminPayerCondition,
|
||||
autoInvoiceExclusion,
|
||||
),
|
||||
)
|
||||
.where(and(eq(budgets.userId, userId), eq(budgets.period, period)))
|
||||
.groupBy(categories.name, budgets.amount),
|
||||
db
|
||||
.select({
|
||||
totalLimit: sql<number>`coalesce(sum(${cards.limit}), 0)`,
|
||||
cardCount: sql<number>`count(*)`,
|
||||
})
|
||||
.from(cards)
|
||||
.where(and(eq(cards.userId, userId), eq(cards.status, "ativo"))),
|
||||
db
|
||||
.select({
|
||||
totalBalance: sql<number>`coalesce(sum(${financialAccounts.initialBalance}), 0)`,
|
||||
accountCount: sql<number>`count(*)`,
|
||||
})
|
||||
.from(financialAccounts)
|
||||
.where(
|
||||
and(
|
||||
eq(financialAccounts.userId, userId),
|
||||
eq(financialAccounts.status, "ativa"),
|
||||
eq(financialAccounts.excludeFromBalance, false),
|
||||
),
|
||||
),
|
||||
db
|
||||
.select({
|
||||
avgAmount: sql<number>`coalesce(avg(abs(${transactions.amount})), 0)`,
|
||||
transactionCount: sql<number>`count(*)`,
|
||||
})
|
||||
.from(transactions)
|
||||
.where(and(...buildAdminTransactionConditions({ period }))),
|
||||
db
|
||||
.select({
|
||||
purchaseDate: transactions.purchaseDate,
|
||||
amount: transactions.amount,
|
||||
})
|
||||
.from(transactions)
|
||||
.where(
|
||||
and(
|
||||
...buildAdminTransactionConditions({
|
||||
period,
|
||||
transactionType: "Despesa",
|
||||
}),
|
||||
),
|
||||
),
|
||||
db
|
||||
.select({
|
||||
paymentMethod: transactions.paymentMethod,
|
||||
total: sql<number>`coalesce(sum(abs(${transactions.amount})), 0)`,
|
||||
})
|
||||
.from(transactions)
|
||||
.where(
|
||||
and(
|
||||
...buildAdminTransactionConditions({
|
||||
period,
|
||||
transactionType: "Despesa",
|
||||
}),
|
||||
),
|
||||
)
|
||||
.groupBy(transactions.paymentMethod),
|
||||
db
|
||||
.select({
|
||||
name: transactions.name,
|
||||
amount: transactions.amount,
|
||||
period: transactions.period,
|
||||
condition: transactions.condition,
|
||||
installmentCount: transactions.installmentCount,
|
||||
currentInstallment: transactions.currentInstallment,
|
||||
categoryName: categories.name,
|
||||
})
|
||||
.from(transactions)
|
||||
.leftJoin(categories, eq(transactions.categoryId, categories.id))
|
||||
.where(
|
||||
and(
|
||||
...buildAdminTransactionConditions({
|
||||
periods: [period, previousPeriod, twoMonthsAgo],
|
||||
transactionType: "Despesa",
|
||||
}),
|
||||
),
|
||||
)
|
||||
.orderBy(transactions.name),
|
||||
]);
|
||||
|
||||
const sumByType = (
|
||||
rows: Array<{ transactionType: string | null; totalAmount: unknown }>,
|
||||
) => {
|
||||
let income = 0;
|
||||
let expense = 0;
|
||||
|
||||
for (const row of rows) {
|
||||
const amount = Math.abs(safeToNumber(row.totalAmount));
|
||||
if (row.transactionType === "Receita") income += amount;
|
||||
else if (row.transactionType === "Despesa") expense += amount;
|
||||
}
|
||||
|
||||
return { income, expense };
|
||||
};
|
||||
|
||||
const { income: currentIncome, expense: currentExpense } =
|
||||
sumByType(currentPeriodRows);
|
||||
const { income: previousIncome, expense: previousExpense } =
|
||||
sumByType(previousPeriodRows);
|
||||
const { income: twoMonthsAgoIncome, expense: twoMonthsAgoExpense } =
|
||||
sumByType(twoMonthsAgoRows);
|
||||
const { income: threeMonthsAgoIncome, expense: threeMonthsAgoExpense } =
|
||||
sumByType(threeMonthsAgoRows);
|
||||
|
||||
const dayTotals = new Map<number, number>();
|
||||
for (const row of dayOfWeekSpending) {
|
||||
if (!row.purchaseDate) continue;
|
||||
const dayOfWeek = getDay(new Date(row.purchaseDate));
|
||||
const current = dayTotals.get(dayOfWeek) ?? 0;
|
||||
dayTotals.set(dayOfWeek, current + Math.abs(safeToNumber(row.amount)));
|
||||
}
|
||||
|
||||
const transactionsByName = new Map<
|
||||
string,
|
||||
Array<{ period: string; amount: number }>
|
||||
>();
|
||||
|
||||
for (const tx of last3MonthsTransactions) {
|
||||
const key = tx.name.toLowerCase().trim();
|
||||
if (!transactionsByName.has(key)) {
|
||||
transactionsByName.set(key, []);
|
||||
}
|
||||
const transactionsList = transactionsByName.get(key);
|
||||
if (transactionsList) {
|
||||
transactionsList.push({
|
||||
period: tx.period,
|
||||
amount: Math.abs(safeToNumber(tx.amount)),
|
||||
});
|
||||
}
|
||||
}
|
||||
|
||||
const recurringExpenses: Array<{
|
||||
name: string;
|
||||
avgAmount: number;
|
||||
frequency: number;
|
||||
}> = [];
|
||||
let totalRecurring = 0;
|
||||
|
||||
for (const [name, occurrences] of transactionsByName.entries()) {
|
||||
if (occurrences.length >= 2) {
|
||||
const amounts = occurrences.map((o) => o.amount);
|
||||
const avgAmount =
|
||||
amounts.reduce((sum, amt) => sum + amt, 0) / amounts.length;
|
||||
const maxDiff = Math.max(...amounts) - Math.min(...amounts);
|
||||
|
||||
if (maxDiff <= avgAmount * 0.2) {
|
||||
recurringExpenses.push({
|
||||
name,
|
||||
avgAmount,
|
||||
frequency: occurrences.length,
|
||||
});
|
||||
|
||||
const currentMonthOccurrence = occurrences.find(
|
||||
(o) => o.period === period,
|
||||
);
|
||||
if (currentMonthOccurrence) {
|
||||
totalRecurring += currentMonthOccurrence.amount;
|
||||
}
|
||||
}
|
||||
}
|
||||
}
|
||||
|
||||
const installmentTransactions = last3MonthsTransactions.filter(
|
||||
(tx) =>
|
||||
tx.condition === "Parcelado" &&
|
||||
tx.installmentCount &&
|
||||
tx.installmentCount > 1,
|
||||
);
|
||||
|
||||
const installmentData = installmentTransactions
|
||||
.filter((tx) => tx.period === period)
|
||||
.map((tx) => ({
|
||||
name: tx.name,
|
||||
currentInstallment: tx.currentInstallment ?? 1,
|
||||
totalInstallments: tx.installmentCount ?? 1,
|
||||
amount: Math.abs(safeToNumber(tx.amount)),
|
||||
category: tx.categoryName ?? "Outros",
|
||||
}));
|
||||
|
||||
const totalInstallmentAmount = installmentData.reduce(
|
||||
(sum, tx) => sum + tx.amount,
|
||||
0,
|
||||
);
|
||||
const futureCommitment = installmentData.reduce((sum, tx) => {
|
||||
const remaining = tx.totalInstallments - tx.currentInstallment;
|
||||
return sum + tx.amount * remaining;
|
||||
}, 0);
|
||||
|
||||
return {
|
||||
month: period,
|
||||
totalIncome: currentIncome,
|
||||
totalExpense: currentExpense,
|
||||
balance: currentIncome - currentExpense,
|
||||
threeMonthTrend: {
|
||||
periods: [threeMonthsAgo, twoMonthsAgo, previousPeriod, period],
|
||||
incomes: [
|
||||
threeMonthsAgoIncome,
|
||||
twoMonthsAgoIncome,
|
||||
previousIncome,
|
||||
currentIncome,
|
||||
],
|
||||
expenses: [
|
||||
threeMonthsAgoExpense,
|
||||
twoMonthsAgoExpense,
|
||||
previousExpense,
|
||||
currentExpense,
|
||||
],
|
||||
avgIncome:
|
||||
(threeMonthsAgoIncome +
|
||||
twoMonthsAgoIncome +
|
||||
previousIncome +
|
||||
currentIncome) /
|
||||
4,
|
||||
avgExpense:
|
||||
(threeMonthsAgoExpense +
|
||||
twoMonthsAgoExpense +
|
||||
previousExpense +
|
||||
currentExpense) /
|
||||
4,
|
||||
trend:
|
||||
currentExpense > previousExpense &&
|
||||
previousExpense > twoMonthsAgoExpense
|
||||
? "crescente"
|
||||
: currentExpense < previousExpense &&
|
||||
previousExpense < twoMonthsAgoExpense
|
||||
? "decrescente"
|
||||
: "estável",
|
||||
},
|
||||
previousMonthIncome: previousIncome,
|
||||
previousMonthExpense: previousExpense,
|
||||
monthOverMonthIncomeChange:
|
||||
Math.abs(previousIncome) > 0.01
|
||||
? ((currentIncome - previousIncome) / Math.abs(previousIncome)) * 100
|
||||
: 0,
|
||||
monthOverMonthExpenseChange:
|
||||
Math.abs(previousExpense) > 0.01
|
||||
? ((currentExpense - previousExpense) / Math.abs(previousExpense)) * 100
|
||||
: 0,
|
||||
savingsRate:
|
||||
currentIncome > 0.01
|
||||
? ((currentIncome - currentExpense) / currentIncome) * 100
|
||||
: 0,
|
||||
topExpenseCategories: expensesByCategory.map(
|
||||
(cat: { categoryName: string; total: unknown }) => ({
|
||||
category: cat.categoryName,
|
||||
amount: Math.abs(safeToNumber(cat.total)),
|
||||
percentageOfTotal:
|
||||
currentExpense > 0
|
||||
? (Math.abs(safeToNumber(cat.total)) / currentExpense) * 100
|
||||
: 0,
|
||||
}),
|
||||
),
|
||||
budgets: budgetsData.map(
|
||||
(b: { categoryName: string; budgetAmount: unknown; spent: unknown }) => ({
|
||||
category: b.categoryName,
|
||||
budgetAmount: safeToNumber(b.budgetAmount),
|
||||
spent: Math.abs(safeToNumber(b.spent)),
|
||||
usagePercentage:
|
||||
safeToNumber(b.budgetAmount) > 0
|
||||
? (Math.abs(safeToNumber(b.spent)) / safeToNumber(b.budgetAmount)) *
|
||||
100
|
||||
: 0,
|
||||
}),
|
||||
),
|
||||
creditCards: {
|
||||
totalLimit: safeToNumber(cardsData[0]?.totalLimit ?? 0),
|
||||
cardCount: safeToNumber(cardsData[0]?.cardCount ?? 0),
|
||||
},
|
||||
accounts: {
|
||||
totalBalance: safeToNumber(accountsData[0]?.totalBalance ?? 0),
|
||||
accountCount: safeToNumber(accountsData[0]?.accountCount ?? 0),
|
||||
},
|
||||
avgTicket: safeToNumber(avgTicketData[0]?.avgAmount ?? 0),
|
||||
transactionCount: safeToNumber(avgTicketData[0]?.transactionCount ?? 0),
|
||||
dayOfWeekSpending: Array.from(dayTotals.entries()).map(([day, total]) => ({
|
||||
dayOfWeek:
|
||||
["Dom", "Seg", "Ter", "Qua", "Qui", "Sex", "Sáb"][day] ?? "N/A",
|
||||
total,
|
||||
})),
|
||||
paymentMethodsBreakdown: paymentMethodsData.map(
|
||||
(pm: { paymentMethod: string | null; total: unknown }) => ({
|
||||
method: pm.paymentMethod,
|
||||
total: safeToNumber(pm.total),
|
||||
percentage:
|
||||
currentExpense > 0
|
||||
? (safeToNumber(pm.total) / currentExpense) * 100
|
||||
: 0,
|
||||
}),
|
||||
),
|
||||
recurringExpenses: {
|
||||
count: recurringExpenses.length,
|
||||
total: totalRecurring,
|
||||
percentageOfTotal:
|
||||
currentExpense > 0 ? (totalRecurring / currentExpense) * 100 : 0,
|
||||
topRecurring: recurringExpenses
|
||||
.sort((a, b) => b.avgAmount - a.avgAmount)
|
||||
.slice(0, 5)
|
||||
.map((r) => ({
|
||||
name: r.name,
|
||||
avgAmount: r.avgAmount,
|
||||
frequency: r.frequency,
|
||||
})),
|
||||
predictability:
|
||||
currentExpense > 0 ? (totalRecurring / currentExpense) * 100 : 0,
|
||||
},
|
||||
installments: {
|
||||
currentMonthInstallments: installmentData.length,
|
||||
totalInstallmentAmount,
|
||||
percentageOfExpenses:
|
||||
currentExpense > 0
|
||||
? (totalInstallmentAmount / currentExpense) * 100
|
||||
: 0,
|
||||
futureCommitment,
|
||||
topInstallments: installmentData
|
||||
.sort((a, b) => b.amount - a.amount)
|
||||
.slice(0, 5)
|
||||
.map((i) => ({
|
||||
name: i.name,
|
||||
current: i.currentInstallment,
|
||||
total: i.totalInstallments,
|
||||
amount: i.amount,
|
||||
category: i.category,
|
||||
remaining: i.totalInstallments - i.currentInstallment,
|
||||
})),
|
||||
},
|
||||
};
|
||||
}
|
||||
|
||||
export function aggregateMonthData(userId: string, period: string) {
|
||||
return unstable_cache(
|
||||
() => aggregateMonthDataInternal(userId, period),
|
||||
[`insights-aggregate-${userId}-${period}`],
|
||||
{
|
||||
tags: [`dashboard-${userId}`],
|
||||
revalidate: 60,
|
||||
},
|
||||
)();
|
||||
}
|
||||
125
src/features/insights/actions/generate.ts
Normal file
125
src/features/insights/actions/generate.ts
Normal file
@@ -0,0 +1,125 @@
|
||||
"use server";
|
||||
|
||||
import { anthropic } from "@ai-sdk/anthropic";
|
||||
import { google } from "@ai-sdk/google";
|
||||
import { openai } from "@ai-sdk/openai";
|
||||
import { createOpenRouter } from "@openrouter/ai-sdk-provider";
|
||||
import { generateObject } from "ai";
|
||||
import { getUser } from "@/shared/lib/auth/server";
|
||||
import {
|
||||
type InsightsResponse,
|
||||
InsightsResponseSchema,
|
||||
} from "@/shared/lib/schemas/insights";
|
||||
import { AVAILABLE_MODELS, INSIGHTS_SYSTEM_PROMPT } from "../constants";
|
||||
import { aggregateMonthData } from "./aggregate";
|
||||
import type { ActionResult } from "./types";
|
||||
|
||||
const PERIOD_REGEX = /^\d{4}-\d{2}$/;
|
||||
|
||||
export async function generateInsightsAction(
|
||||
period: string,
|
||||
modelId: string,
|
||||
): Promise<ActionResult<InsightsResponse>> {
|
||||
try {
|
||||
const user = await getUser();
|
||||
|
||||
if (!PERIOD_REGEX.test(period)) {
|
||||
return {
|
||||
success: false,
|
||||
error: "Período inválido (formato esperado: YYYY-MM)",
|
||||
};
|
||||
}
|
||||
|
||||
const selectedModel = AVAILABLE_MODELS.find((m) => m.id === modelId);
|
||||
const isOpenRouterFormat = /^[a-zA-Z0-9_-]+\/[a-zA-Z0-9._-]+$/.test(
|
||||
modelId,
|
||||
);
|
||||
if (!selectedModel && !isOpenRouterFormat) {
|
||||
return {
|
||||
success: false,
|
||||
error: "Modelo inválido.",
|
||||
};
|
||||
}
|
||||
|
||||
const aggregatedData = await aggregateMonthData(user.id, period);
|
||||
|
||||
let model: ReturnType<typeof google>;
|
||||
|
||||
if (isOpenRouterFormat && !selectedModel) {
|
||||
const apiKey = process.env.OPENROUTER_API_KEY;
|
||||
if (!apiKey) {
|
||||
return {
|
||||
success: false,
|
||||
error:
|
||||
"OPENROUTER_API_KEY não configurada. Adicione a chave no arquivo .env",
|
||||
};
|
||||
}
|
||||
|
||||
const openrouter = createOpenRouter({
|
||||
apiKey,
|
||||
});
|
||||
model = openrouter.chat(modelId);
|
||||
} else if (selectedModel?.provider === "openai") {
|
||||
model = openai(modelId);
|
||||
} else if (selectedModel?.provider === "anthropic") {
|
||||
model = anthropic(modelId);
|
||||
} else if (selectedModel?.provider === "google") {
|
||||
model = google(modelId);
|
||||
} else {
|
||||
return {
|
||||
success: false,
|
||||
error: "Provider de modelo não suportado.",
|
||||
};
|
||||
}
|
||||
|
||||
const result = await generateObject({
|
||||
model,
|
||||
schema: InsightsResponseSchema,
|
||||
system: INSIGHTS_SYSTEM_PROMPT,
|
||||
prompt: `Analise os seguintes dados financeiros agregados do período ${period}.
|
||||
|
||||
Dados agregados:
|
||||
${JSON.stringify(aggregatedData, null, 2)}
|
||||
|
||||
DADOS IMPORTANTES PARA SUA ANÁLISE:
|
||||
|
||||
**Tendência de 3 meses:**
|
||||
- Os dados incluem tendência dos últimos 3 meses (threeMonthTrend)
|
||||
- Use isso para identificar padrões crescentes, decrescentes ou estáveis
|
||||
- Compare o mês atual com a média dos 3 meses
|
||||
|
||||
**Análise de Recorrência:**
|
||||
- Gastos recorrentes representam ${aggregatedData.recurringExpenses.percentageOfTotal.toFixed(1)}% das despesas
|
||||
- ${aggregatedData.recurringExpenses.count} gastos identificados como recorrentes
|
||||
- Use isso para avaliar previsibilidade e oportunidades de otimização
|
||||
|
||||
**Gastos Parcelados:**
|
||||
- ${aggregatedData.installments.currentMonthInstallments} parcelas ativas no mês
|
||||
- Comprometimento futuro de R$ ${aggregatedData.installments.futureCommitment.toFixed(2)}
|
||||
- Use isso para alertas sobre comprometimento de renda futura
|
||||
|
||||
Organize suas observações nas 4 categories especificadas no prompt do sistema:
|
||||
1. Comportamentos Observados (behaviors): 3-6 itens
|
||||
2. Gatilhos de Consumo (triggers): 3-6 itens
|
||||
3. Recomendações Práticas (recommendations): 3-6 itens
|
||||
4. Melhorias Sugeridas (improvements): 3-6 itens
|
||||
|
||||
Cada item deve ser conciso, direto e acionável. Use os novos dados para dar contexto temporal e identificar padrões mais profundos.
|
||||
|
||||
Responda APENAS com um JSON válido seguindo exatamente o schema especificado.`,
|
||||
});
|
||||
|
||||
const validatedData = InsightsResponseSchema.parse(result.object);
|
||||
|
||||
return {
|
||||
success: true,
|
||||
data: validatedData,
|
||||
};
|
||||
} catch (error) {
|
||||
console.error("Error generating insights:", error);
|
||||
return {
|
||||
success: false,
|
||||
error: "Erro ao gerar insights. Tente novamente.",
|
||||
};
|
||||
}
|
||||
}
|
||||
208
src/features/insights/actions/storage.ts
Normal file
208
src/features/insights/actions/storage.ts
Normal file
@@ -0,0 +1,208 @@
|
||||
"use server";
|
||||
|
||||
import { and, eq } from "drizzle-orm";
|
||||
import { z } from "zod";
|
||||
import { savedInsights } from "@/db/schema";
|
||||
import { getUser } from "@/shared/lib/auth/server";
|
||||
import { db } from "@/shared/lib/db";
|
||||
import {
|
||||
type InsightsResponse,
|
||||
InsightsResponseSchema,
|
||||
} from "@/shared/lib/schemas/insights";
|
||||
import type { ActionResult } from "./types";
|
||||
|
||||
const periodSchema = z
|
||||
.string()
|
||||
.regex(/^\d{4}-\d{2}$/, "Período inválido (formato esperado: YYYY-MM)");
|
||||
|
||||
export async function saveInsightsAction(
|
||||
period: string,
|
||||
modelId: string,
|
||||
data: InsightsResponse,
|
||||
): Promise<ActionResult<{ id: string; createdAt: Date }>> {
|
||||
try {
|
||||
const user = await getUser();
|
||||
const validatedPeriod = periodSchema.safeParse(period);
|
||||
if (!validatedPeriod.success) {
|
||||
return {
|
||||
success: false,
|
||||
error: validatedPeriod.error.issues[0]?.message ?? "Período inválido",
|
||||
};
|
||||
}
|
||||
period = validatedPeriod.data;
|
||||
|
||||
const existing = await db
|
||||
.select()
|
||||
.from(savedInsights)
|
||||
.where(
|
||||
and(
|
||||
eq(savedInsights.userId, user.id),
|
||||
eq(savedInsights.period, period),
|
||||
),
|
||||
)
|
||||
.limit(1);
|
||||
|
||||
if (existing.length > 0) {
|
||||
const updated = await db
|
||||
.update(savedInsights)
|
||||
.set({
|
||||
modelId,
|
||||
data: JSON.stringify(data),
|
||||
updatedAt: new Date(),
|
||||
})
|
||||
.where(
|
||||
and(
|
||||
eq(savedInsights.userId, user.id),
|
||||
eq(savedInsights.period, period),
|
||||
),
|
||||
)
|
||||
.returning({
|
||||
id: savedInsights.id,
|
||||
createdAt: savedInsights.createdAt,
|
||||
});
|
||||
|
||||
const updatedRecord = updated[0];
|
||||
if (!updatedRecord) {
|
||||
return {
|
||||
success: false,
|
||||
error: "Falha ao atualizar a análise. Tente novamente.",
|
||||
};
|
||||
}
|
||||
|
||||
return {
|
||||
success: true,
|
||||
data: {
|
||||
id: updatedRecord.id,
|
||||
createdAt: updatedRecord.createdAt,
|
||||
},
|
||||
};
|
||||
}
|
||||
|
||||
const result = await db
|
||||
.insert(savedInsights)
|
||||
.values({
|
||||
userId: user.id,
|
||||
period,
|
||||
modelId,
|
||||
data: JSON.stringify(data),
|
||||
})
|
||||
.returning({
|
||||
id: savedInsights.id,
|
||||
createdAt: savedInsights.createdAt,
|
||||
});
|
||||
|
||||
const insertedRecord = result[0];
|
||||
if (!insertedRecord) {
|
||||
return {
|
||||
success: false,
|
||||
error: "Falha ao salvar a análise. Tente novamente.",
|
||||
};
|
||||
}
|
||||
|
||||
return {
|
||||
success: true,
|
||||
data: {
|
||||
id: insertedRecord.id,
|
||||
createdAt: insertedRecord.createdAt,
|
||||
},
|
||||
};
|
||||
} catch (error) {
|
||||
console.error("Error saving insights:", error);
|
||||
return {
|
||||
success: false,
|
||||
error: "Erro ao salvar análise. Tente novamente.",
|
||||
};
|
||||
}
|
||||
}
|
||||
|
||||
export async function loadSavedInsightsAction(period: string): Promise<
|
||||
ActionResult<{
|
||||
insights: InsightsResponse;
|
||||
modelId: string;
|
||||
createdAt: Date;
|
||||
} | null>
|
||||
> {
|
||||
try {
|
||||
const user = await getUser();
|
||||
const validatedPeriod = periodSchema.safeParse(period);
|
||||
if (!validatedPeriod.success) {
|
||||
return {
|
||||
success: false,
|
||||
error: validatedPeriod.error.issues[0]?.message ?? "Período inválido",
|
||||
};
|
||||
}
|
||||
period = validatedPeriod.data;
|
||||
|
||||
const result = await db
|
||||
.select()
|
||||
.from(savedInsights)
|
||||
.where(
|
||||
and(
|
||||
eq(savedInsights.userId, user.id),
|
||||
eq(savedInsights.period, period),
|
||||
),
|
||||
)
|
||||
.limit(1);
|
||||
|
||||
if (result.length === 0) {
|
||||
return {
|
||||
success: true,
|
||||
data: null,
|
||||
};
|
||||
}
|
||||
|
||||
const saved = result[0];
|
||||
const insights = InsightsResponseSchema.parse(JSON.parse(saved.data));
|
||||
|
||||
return {
|
||||
success: true,
|
||||
data: {
|
||||
insights,
|
||||
modelId: saved.modelId,
|
||||
createdAt: saved.createdAt,
|
||||
},
|
||||
};
|
||||
} catch (error) {
|
||||
console.error("Error loading saved insights:", error);
|
||||
return {
|
||||
success: false,
|
||||
error: "Erro ao carregar análise salva. Tente novamente.",
|
||||
};
|
||||
}
|
||||
}
|
||||
|
||||
export async function deleteSavedInsightsAction(
|
||||
period: string,
|
||||
): Promise<ActionResult<void>> {
|
||||
try {
|
||||
const user = await getUser();
|
||||
const validatedPeriod = periodSchema.safeParse(period);
|
||||
if (!validatedPeriod.success) {
|
||||
return {
|
||||
success: false,
|
||||
error: validatedPeriod.error.issues[0]?.message ?? "Período inválido",
|
||||
};
|
||||
}
|
||||
period = validatedPeriod.data;
|
||||
|
||||
await db
|
||||
.delete(savedInsights)
|
||||
.where(
|
||||
and(
|
||||
eq(savedInsights.userId, user.id),
|
||||
eq(savedInsights.period, period),
|
||||
),
|
||||
);
|
||||
|
||||
return {
|
||||
success: true,
|
||||
data: undefined,
|
||||
};
|
||||
} catch (error) {
|
||||
console.error("Error deleting saved insights:", error);
|
||||
return {
|
||||
success: false,
|
||||
error: "Erro ao remover análise. Tente novamente.",
|
||||
};
|
||||
}
|
||||
}
|
||||
3
src/features/insights/actions/types.ts
Normal file
3
src/features/insights/actions/types.ts
Normal file
@@ -0,0 +1,3 @@
|
||||
export type ActionResult<T> =
|
||||
| { success: true; data: T }
|
||||
| { success: false; error: string };
|
||||
@@ -157,7 +157,7 @@ export function InsightsPage({ period, onAnalyze }: InsightsPageProps) {
|
||||
<Button
|
||||
onClick={handleAnalyze}
|
||||
disabled={isPending || isLoading}
|
||||
className="bg-linear-to-r from-primary to-violet-500 dark:from-primary-dark dark:to-emerald-600"
|
||||
className="bg-linear-to-r from-primary via-violet-400 to-cyan-400 dark:from-primary-dark dark:to-cyan-600"
|
||||
>
|
||||
<RiSparklingLine className="mr-2 size-5" aria-hidden="true" />
|
||||
{isPending ? "Analisando..." : "Gerar análise inteligente"}
|
||||
|
||||
@@ -33,61 +33,47 @@ export const PROVIDERS = {
|
||||
* Lista de modelos de IA disponíveis para análise de insights
|
||||
*/
|
||||
export const AVAILABLE_MODELS = [
|
||||
// OpenAI Models - GPT-5.2 Family (Latest)
|
||||
{ id: "gpt-5.2", name: "GPT-5.2", provider: "openai" as const },
|
||||
{
|
||||
id: "gpt-5.2-instant",
|
||||
name: "GPT-5.2 Instant",
|
||||
provider: "openai" as const,
|
||||
},
|
||||
{
|
||||
id: "gpt-5.2-thinking",
|
||||
name: "GPT-5.2 Thinking",
|
||||
provider: "openai" as const,
|
||||
},
|
||||
// OpenAI
|
||||
{ id: "gpt-5.4", name: "GPT-5.4", provider: "openai" as const },
|
||||
{ id: "gpt-5.4-mini", name: "GPT-5.4 Mini", provider: "openai" as const },
|
||||
{ id: "gpt-5.4-nano", name: "GPT-5.4 Nano", provider: "openai" as const },
|
||||
|
||||
// OpenAI Models - GPT-5 Family
|
||||
{ id: "gpt-5", name: "GPT-5", provider: "openai" as const },
|
||||
{ id: "gpt-5-instant", name: "GPT-5 Instant", provider: "openai" as const },
|
||||
|
||||
// Anthropic Models - Claude 4.5
|
||||
// Anthropic
|
||||
{
|
||||
id: "claude-4.5-haiku",
|
||||
name: "Claude 4.5 Haiku",
|
||||
id: "claude-opus-4-6",
|
||||
name: "Claude Opus 4.6",
|
||||
provider: "anthropic" as const,
|
||||
},
|
||||
{
|
||||
id: "claude-4.5-sonnet",
|
||||
name: "Claude 4.5 Sonnet",
|
||||
id: "claude-sonnet-4-6",
|
||||
name: "Claude Sonnet 4.6",
|
||||
provider: "anthropic" as const,
|
||||
},
|
||||
{
|
||||
id: "claude-opus-4.1",
|
||||
name: "Claude 4.1 Opus",
|
||||
id: "claude-haiku-4-5-20251001",
|
||||
name: "Claude Haiku 4.5",
|
||||
provider: "anthropic" as const,
|
||||
},
|
||||
|
||||
// Google Models - Gemini 3 (Latest)
|
||||
// Google
|
||||
{
|
||||
id: "gemini-3.1-pro-preview",
|
||||
name: "Gemini 3.1 Pro",
|
||||
provider: "google" as const,
|
||||
},
|
||||
{
|
||||
id: "gemini-3-flash-preview",
|
||||
name: "Gemini 3 Flash",
|
||||
provider: "google" as const,
|
||||
},
|
||||
{
|
||||
id: "gemini-3-pro-preview",
|
||||
name: "Gemini 3 Pro",
|
||||
provider: "google" as const,
|
||||
},
|
||||
|
||||
// Google Models - Gemini 2.0
|
||||
{
|
||||
id: "gemini-2.0-flash",
|
||||
name: "Gemini 2.0 Flash",
|
||||
id: "gemini-3.1-flash-lite-preview",
|
||||
name: "Gemini 3.1 Flash Lite",
|
||||
provider: "google" as const,
|
||||
},
|
||||
] as const;
|
||||
|
||||
export const DEFAULT_MODEL = "gpt-5.2";
|
||||
export const DEFAULT_MODEL = "gpt-5.4";
|
||||
export const DEFAULT_PROVIDER = "openai";
|
||||
|
||||
/**
|
||||
|
||||
Reference in New Issue
Block a user