Files
openmonetis/src/features/dashboard/invoices-queries.ts
2026-04-03 18:10:43 +00:00

349 lines
8.6 KiB
TypeScript

import { and, eq, ilike, isNotNull, sql } from "drizzle-orm";
import { cards, invoices, payers, transactions } from "@/db/schema";
import { ACCOUNT_AUTO_INVOICE_NOTE_PREFIX } from "@/shared/lib/accounts/constants";
import { db } from "@/shared/lib/db";
import {
INVOICE_PAYMENT_STATUS,
INVOICE_STATUS_VALUES,
type InvoicePaymentStatus,
} from "@/shared/lib/invoices";
import {
buildDateOnlyStringFromPeriodDay,
compareDateOnly,
getBusinessDateString,
isDateOnlyPast,
toDateOnlyString,
} from "@/shared/utils/date";
import { safeToNumber as toNumber } from "@/shared/utils/number";
type RawDashboardInvoice = {
invoiceId: string | null;
cardId: string;
cardName: string;
cardBrand: string | null;
cardStatus: string | null;
logo: string | null;
dueDay: string;
period: string | null;
paymentStatus: string | null;
totalAmount: string | number | null;
transactionCount: string | number | null;
invoiceCreatedAt: Date | null;
};
type RawInvoiceBreakdownRow = {
cardId: string | null;
period: string | null;
payerId: string | null;
pagadorName: string | null;
pagadorAvatar: string | null;
amount: number | string | null;
};
export type InvoicePagadorBreakdown = {
payerId: string | null;
pagadorName: string;
pagadorAvatar: string | null;
amount: number;
};
export type DashboardInvoice = {
id: string;
cardId: string;
cardName: string;
cardBrand: string | null;
cardStatus: string | null;
logo: string | null;
dueDay: string;
period: string;
paymentStatus: InvoicePaymentStatus;
totalAmount: number;
paidAt: string | null;
pagadorBreakdown: InvoicePagadorBreakdown[];
};
export type DashboardInvoicesSnapshot = {
invoices: DashboardInvoice[];
totalPending: number;
};
const isInvoiceStatus = (value: unknown): value is InvoicePaymentStatus =>
typeof value === "string" &&
(INVOICE_STATUS_VALUES as string[]).includes(value);
const buildFallbackId = (cardId: string, period: string) =>
`${cardId}:${period}`;
const compareDateOnlyAscWithNullsLast = (
left: string | null,
right: string | null,
) => {
if (!left && !right) return 0;
if (!left) return 1;
if (!right) return -1;
return compareDateOnly(left, right);
};
const compareDateOnlyDescWithNullsLast = (
left: string | null,
right: string | null,
) => {
if (!left && !right) return 0;
if (!left) return 1;
if (!right) return -1;
return compareDateOnly(right, left);
};
export async function fetchDashboardInvoices(
userId: string,
period: string,
): Promise<DashboardInvoicesSnapshot> {
const today = getBusinessDateString();
const paymentRows = await db
.select({
note: transactions.note,
purchaseDate: transactions.purchaseDate,
createdAt: transactions.createdAt,
})
.from(transactions)
.where(
and(
eq(transactions.userId, userId),
ilike(transactions.note, `${ACCOUNT_AUTO_INVOICE_NOTE_PREFIX}%`),
),
);
const paymentMap = new Map<string, string>();
for (const row of paymentRows) {
const note = row.note;
if (!note?.startsWith(ACCOUNT_AUTO_INVOICE_NOTE_PREFIX)) {
continue;
}
const parts = note.split(":");
if (parts.length < 3) {
continue;
}
const cardIdPart = parts[1];
const periodPart = parts[2];
if (!cardIdPart || !periodPart) {
continue;
}
const key = `${cardIdPart}:${periodPart}`;
const resolvedDate =
row.purchaseDate instanceof Date &&
!Number.isNaN(row.purchaseDate.valueOf())
? row.purchaseDate
: row.createdAt;
const isoDate = toDateOnlyString(resolvedDate);
if (!isoDate) {
continue;
}
const existing = paymentMap.get(key);
if (!existing || existing < isoDate) {
paymentMap.set(key, isoDate);
}
}
const [rows, breakdownRows] = (await Promise.all([
db
.select({
invoiceId: invoices.id,
cardId: cards.id,
cardName: cards.name,
logo: cards.logo,
dueDay: cards.dueDay,
period: invoices.period,
paymentStatus: invoices.paymentStatus,
invoiceCreatedAt: invoices.createdAt,
totalAmount: sql<number | null>`
COALESCE(SUM(${transactions.amount}), 0)
`,
transactionCount: sql<number | null>`COUNT(${transactions.id})`,
})
.from(cards)
.leftJoin(
invoices,
and(
eq(invoices.cardId, cards.id),
eq(invoices.userId, userId),
eq(invoices.period, period),
),
)
.leftJoin(
transactions,
and(
eq(transactions.cardId, cards.id),
eq(transactions.userId, userId),
eq(transactions.period, period),
),
)
.where(eq(cards.userId, userId))
.groupBy(
invoices.id,
cards.id,
cards.name,
cards.brand,
cards.status,
cards.logo,
cards.dueDay,
invoices.period,
invoices.paymentStatus,
),
db
.select({
cardId: transactions.cardId,
period: transactions.period,
payerId: transactions.payerId,
pagadorName: payers.name,
pagadorAvatar: payers.avatarUrl,
amount: sql<number>`coalesce(sum(${transactions.amount}), 0)`,
})
.from(transactions)
.leftJoin(payers, eq(transactions.payerId, payers.id))
.where(
and(
eq(transactions.userId, userId),
eq(transactions.period, period),
isNotNull(transactions.cardId),
),
)
.groupBy(
transactions.cardId,
transactions.period,
transactions.payerId,
payers.name,
payers.avatarUrl,
),
])) as [RawDashboardInvoice[], RawInvoiceBreakdownRow[]];
const breakdownMap = new Map<string, InvoicePagadorBreakdown[]>();
for (const row of breakdownRows) {
if (!row.cardId) {
continue;
}
const resolvedPeriod = row.period ?? period;
const amount = Math.abs(toNumber(row.amount));
if (amount <= 0) {
continue;
}
const key = `${row.cardId}:${resolvedPeriod}`;
const current = breakdownMap.get(key) ?? [];
current.push({
payerId: row.payerId ?? null,
pagadorName: row.pagadorName?.trim() || "Sem pagador",
pagadorAvatar: row.pagadorAvatar ?? null,
amount,
});
breakdownMap.set(key, current);
}
const invoiceList: DashboardInvoice[] = [];
for (const row of rows) {
if (!row) {
continue;
}
const totalAmount = toNumber(row.totalAmount);
const transactionCount = toNumber(row.transactionCount);
const paymentStatus = isInvoiceStatus(row.paymentStatus)
? row.paymentStatus
: INVOICE_PAYMENT_STATUS.PENDING;
const shouldInclude =
transactionCount > 0 ||
Math.abs(totalAmount) > 0 ||
row.invoiceId !== null;
if (!shouldInclude) {
continue;
}
const resolvedPeriod = row.period ?? period;
const paymentKey = `${row.cardId}:${resolvedPeriod}`;
const paidAt =
paymentStatus === INVOICE_PAYMENT_STATUS.PAID
? (paymentMap.get(paymentKey) ?? toDateOnlyString(row.invoiceCreatedAt))
: null;
invoiceList.push({
id: row.invoiceId ?? buildFallbackId(row.cardId, period),
cardId: row.cardId,
cardName: row.cardName,
cardBrand: row.cardBrand,
cardStatus: row.cardStatus,
logo: row.logo,
dueDay: row.dueDay,
period: resolvedPeriod,
paymentStatus,
totalAmount,
paidAt,
pagadorBreakdown: (
breakdownMap.get(`${row.cardId}:${resolvedPeriod}`) ?? []
).sort((a, b) => b.amount - a.amount),
});
}
invoiceList.sort((a, b) => {
const aIsPending = a.paymentStatus === INVOICE_PAYMENT_STATUS.PENDING;
const bIsPending = b.paymentStatus === INVOICE_PAYMENT_STATUS.PENDING;
if (aIsPending !== bIsPending) {
return aIsPending ? -1 : 1;
}
if (aIsPending && bIsPending) {
const aDueDate = buildDateOnlyStringFromPeriodDay(a.period, a.dueDay);
const bDueDate = buildDateOnlyStringFromPeriodDay(b.period, b.dueDay);
const aIsOverdue = aDueDate ? isDateOnlyPast(aDueDate, today) : false;
const bIsOverdue = bDueDate ? isDateOnlyPast(bDueDate, today) : false;
if (aIsOverdue !== bIsOverdue) {
return aIsOverdue ? -1 : 1;
}
const dueDateDiff = compareDateOnlyAscWithNullsLast(aDueDate, bDueDate);
if (dueDateDiff !== 0) {
return dueDateDiff;
}
const amountDiff = Math.abs(b.totalAmount) - Math.abs(a.totalAmount);
if (amountDiff !== 0) {
return amountDiff;
}
}
if (!aIsPending && !bIsPending) {
const paidAtDiff = compareDateOnlyDescWithNullsLast(a.paidAt, b.paidAt);
if (paidAtDiff !== 0) {
return paidAtDiff;
}
const amountDiff = Math.abs(b.totalAmount) - Math.abs(a.totalAmount);
if (amountDiff !== 0) {
return amountDiff;
}
}
const nameDiff = a.cardName.localeCompare(b.cardName, "pt-BR", {
sensitivity: "base",
});
if (nameDiff !== 0) {
return nameDiff;
}
return a.id.localeCompare(b.id);
});
const totalPending = invoiceList.reduce((total, invoice) => {
if (invoice.paymentStatus !== INVOICE_PAYMENT_STATUS.PENDING) {
return total;
}
return total + invoice.totalAmount;
}, 0);
return {
invoices: invoiceList,
totalPending,
};
}