feat: Faz 9b - dönemsel rapor ve net varlık
Co-Authored-By: Claude Opus 5.5 <noreply@anthropic.com>
This commit is contained in:
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@@ -6,6 +6,26 @@ Biçim [Keep a Changelog](https://keepachangelog.com/tr-TR/1.1.0/) esas alınır
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## [Yayınlanmamış]
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## [0.9.0] - 2026-11-06
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Faz 9: birikim ve varlık takibi, fiyat tablosu (elle), kâr/zarar, net varlık (9a ve 9b alt fazları).
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### Eklendi — Faz 9b: dönemsel rapor ve net varlık
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- Dönemsel rapor (`/birikim` toplam, `/birikim/:id` varlık bazında): 3 ay / 6 ay / 12 ay / tümü (`?donem=`); dönem başı değer, yatırılan TL, dönem sonu değer, satış geliri, gelen/çıkan hediye ve dönem kâr/zararı (TL ve %, dönemde bağlanan sermayeye oranla). Formül sayfada yazılıdır.
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- Aylık değer grafiği (shadcn charts / Recharts): güncel değer (düz çizgi) ve maliyet (kesikli, basamaklı), lejant, ipucu ve tablo görünümü. Fiyatı olmayan varlık toplam rapora katılmaz ve belirtilir.
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- Net varlık (`/birikim` üstünde): hesap bakiyeleri + birikim (alış fiyatı) + cari alacaklar + aynî alacaklar (alış) − kart/KMH borçları − cari borçlar − aynî borçlar (satış). Gizli varlık ve cariler yalnızca sahibinin net varlığına girer; gizli hesap bakiyeleri hane ayarına göre.
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- Dashboard: "Toplam hesap bakiyesi", "Kart borçları" ve "Net varlık" kartları gerçek veriyle (gelir/gider kartları Faz 14).
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- Aynî kayıt ↔ varlık bağlantısı: "Ödeme gerçekleşti → Aynı varlıkla" diyaloğunda isteğe bağlı kutucuk. Borç ödemesi seçilen varlıktan ortalama maliyetle düşer; alacak tahsilatı varlığa borç tarihindeki birim fiyatla eklenir. Ödeme ve varlık hareketi tek transaction'da; varlık yetersizse hiçbir şey yazılmaz. Bağlı hareket Birikim'den tek başına silinemez; aynî kayıt silinince bağ çözülür.
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- Fiyat okuma yardımcıları ayrı modülde (`features/in-kind/prices.ts`).
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- Testler: dönem noktaları, örnek senaryo ("10 gr'ı 25.000'e aldım, her ay ekledim"), başlangıç değeri, fiyat yokluğu, toplam (birim); dönem raporu, gizli varlık ve fiyatsız varlık, net varlık formülü ve değişmezleri (makas, cari borç), aynî borç/alacak bağlantısı, yetersiz varlıkta geri alma, tür uyuşmazlığı (entegrasyon).
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### Değişti — Faz 9b
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- "Aynı varlıkla" alacak tahsilatında anlamsız olan "varlığı almak için harcanan" tutar alanı kaldırıldı (yalnızca borç ödemesinde gösterilir).
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- `recharts` bağımlılığı ve `components/ui/chart.tsx` eklendi.
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- CHANGELOG sürüm karşılaştırma bağlantıları 0.6.0–0.9.0 için tamamlandı.
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### Eklendi — Faz 9a: varlık lotları ve kâr/zarar
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- Birikim sayfası (`/birikim`): altın, döviz ve ziynet varlıkları (`assets`); toplam güncel değer, toplam maliyet, gerçekleşmemiş ve gerçekleşmiş kâr/zarar; elde kalmayan varlıklar ayrı grupta. Fiyatı olmayan varlık toplam değere katılmaz ve belirtilir.
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@@ -264,7 +284,11 @@ Faz 1: Framework, klasör yapısı ve altyapı.
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- `.nvmrc` (Node 26), `engines.node`, `typecheck`, `test`, `format`, `db:up`, `seed` scriptleri.
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- `docs/PROMPT.md` (ana prompt ve Faz 0 kararları), `README.md`, `CHANGELOG.md`.
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[Yayınlanmamış]: https://gitea.ta1sph.info/suphicakir/butcem/compare/v0.5.0...HEAD
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[Yayınlanmamış]: https://gitea.ta1sph.info/suphicakir/butcem/compare/v0.9.0...HEAD
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[0.9.0]: https://gitea.ta1sph.info/suphicakir/butcem/compare/v0.8.0...v0.9.0
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[0.8.0]: https://gitea.ta1sph.info/suphicakir/butcem/compare/v0.7.0...v0.8.0
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[0.7.0]: https://gitea.ta1sph.info/suphicakir/butcem/compare/v0.6.0...v0.7.0
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[0.6.0]: https://gitea.ta1sph.info/suphicakir/butcem/compare/v0.5.0...v0.6.0
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[0.5.0]: https://gitea.ta1sph.info/suphicakir/butcem/compare/v0.4.0...v0.5.0
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[0.4.0]: https://gitea.ta1sph.info/suphicakir/butcem/compare/v0.3.0...v0.4.0
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[0.3.0]: https://gitea.ta1sph.info/suphicakir/butcem/compare/v0.2.0...v0.3.0
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Generated
+372
-3
@@ -1,12 +1,12 @@
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"resolved": "https://registry.npmjs.org/d3-time/-/d3-time-3.1.1.tgz",
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"license": "ISC",
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"dependencies": {
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||||
"d3-array": "2 - 3"
|
||||
},
|
||||
"engines": {
|
||||
"node": ">=12"
|
||||
}
|
||||
},
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"node_modules/d3-time-format": {
|
||||
"version": "4.1.1",
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"resolved": "https://registry.npmjs.org/d3-time-format/-/d3-time-format-4.1.1.tgz",
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"license": "ISC",
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"dependencies": {
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"d3-time": "1 - 3"
|
||||
},
|
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"engines": {
|
||||
"node": ">=12"
|
||||
}
|
||||
},
|
||||
"node_modules/d3-timer": {
|
||||
"version": "3.0.2",
|
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"resolved": "https://registry.npmjs.org/d3-timer/-/d3-timer-3.0.2.tgz",
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"integrity": "sha512-1Il1aliroVSErrv5aulRBxAY+7+DnaoLIWGd1C6SsBTWDeobWiP/V69vwb8vT6abR1kKwaNe1196pmaQ1fK90A==",
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"license": "ISC",
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"engines": {
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"node": ">=12"
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"node_modules/damerau-levenshtein": {
|
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"version": "1.0.8",
|
||||
"resolved": "https://registry.npmjs.org/damerau-levenshtein/-/damerau-levenshtein-1.0.8.tgz",
|
||||
@@ -6666,6 +6897,12 @@
|
||||
}
|
||||
}
|
||||
},
|
||||
"node_modules/decimal.js-light": {
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"version": "2.5.1",
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"resolved": "https://registry.npmjs.org/decimal.js-light/-/decimal.js-light-2.5.1.tgz",
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"license": "MIT"
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},
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"version": "1.7.2",
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"resolved": "https://registry.npmjs.org/dedent/-/dedent-1.7.2.tgz",
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@@ -7140,6 +7377,18 @@
|
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"url": "https://github.com/sponsors/ljharb"
|
||||
}
|
||||
},
|
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"node_modules/es-toolkit": {
|
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"version": "1.53.1",
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"resolved": "https://registry.npmjs.org/es-toolkit/-/es-toolkit-1.53.1.tgz",
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"integrity": "sha512-VhMc6IXmexu8iYFfL2aaAww6IvJTdHlqBLruLoEUs33YD4IcP5DdZcLOybMsMmmLsiy1c8PsiLsrM0DdIuuRUA==",
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"license": "MIT",
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"workspaces": [
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"docs",
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"benchmarks",
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"tests/types",
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"tests/browser-compat"
|
||||
]
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},
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"node_modules/esbuild": {
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||||
"version": "0.28.2",
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"resolved": "https://registry.npmjs.org/esbuild/-/esbuild-0.28.2.tgz",
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@@ -7658,6 +7907,12 @@
|
||||
"node": ">=0.10.0"
|
||||
}
|
||||
},
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"node_modules/eventemitter3": {
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"version": "5.0.4",
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"resolved": "https://registry.npmjs.org/eventemitter3/-/eventemitter3-5.0.4.tgz",
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"integrity": "sha512-mlsTRyGaPBjPedk6Bvw+aqbsXDtoAyAzm5MO7JgU+yVRyMQ5O8bD4Kcci7BS85f93veegeCPkL8R4GLClnjLFw==",
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"license": "MIT"
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},
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"node_modules/execa": {
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"version": "9.6.1",
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"resolved": "https://registry.npmjs.org/execa/-/execa-9.6.1.tgz",
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@@ -8282,6 +8537,16 @@
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"node": ">= 4"
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}
|
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},
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"node_modules/immer": {
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"version": "10.2.0",
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"resolved": "https://registry.npmjs.org/immer/-/immer-10.2.0.tgz",
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"integrity": "sha512-d/+XTN3zfODyjr89gM3mPq1WNX2B8pYsu7eORitdwyA2sBubnTl3laYlBk4sXY5FUa5qTZGBDPJICVbvqzjlbw==",
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"license": "MIT",
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"funding": {
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"type": "opencollective",
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"url": "https://opencollective.com/immer"
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}
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},
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"node_modules/import-fresh": {
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||||
"version": "3.3.1",
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"resolved": "https://registry.npmjs.org/import-fresh/-/import-fresh-3.3.1.tgz",
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@@ -8324,6 +8589,15 @@
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||||
"node": ">= 0.4"
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}
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},
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"node_modules/internmap": {
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"version": "2.0.3",
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"resolved": "https://registry.npmjs.org/internmap/-/internmap-2.0.3.tgz",
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"integrity": "sha512-5Hh7Y1wQbvY5ooGgPbDaL5iYLAPzMTUrjMulskHLH6wnv/A+1q5rgEaiuqEjB+oxGXIVZs1FF+R/KPN3ZSQYYg==",
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"license": "ISC",
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"engines": {
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"node": ">=12"
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}
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},
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"node_modules/ip-address": {
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"version": "10.7.6",
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"resolved": "https://registry.npmjs.org/ip-address/-/ip-address-10.7.6.tgz",
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@@ -10715,9 +10989,31 @@
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"version": "16.13.1",
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"resolved": "https://registry.npmjs.org/react-is/-/react-is-16.13.1.tgz",
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"integrity": "sha512-24e6ynE2H+OKt4kqsOvNd8kBpV65zoxbA4BVsEOB3ARVWQki/DHzaUoC5KuON/BiccDaCCTZBuOcfZs70kR8bQ==",
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"dev": true,
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"license": "MIT"
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},
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"node_modules/react-redux": {
|
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"version": "9.3.1",
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"resolved": "https://registry.npmjs.org/react-redux/-/react-redux-9.3.1.tgz",
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"integrity": "sha512-vxMLT0lalUjbZPkoTepWyKAZbjIIFssNx/CEL9lTfwQBU6XpkGSmCNdcCIrkOBUgB68uftZMnbXVb6DwGnhRKQ==",
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"license": "MIT",
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"dependencies": {
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"@types/use-sync-external-store": "^0.0.6",
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"use-sync-external-store": "^1.4.0"
|
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},
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"peerDependencies": {
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"@types/react": "^18.2.25 || ^19",
|
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"react": "^18.0 || ^19",
|
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"redux": "^5.0.0"
|
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},
|
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"peerDependenciesMeta": {
|
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"@types/react": {
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"optional": true
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},
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"redux": {
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"optional": true
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}
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}
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},
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"node_modules/react-remove-scroll": {
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"version": "2.7.2",
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"resolved": "https://registry.npmjs.org/react-remove-scroll/-/react-remove-scroll-2.7.2.tgz",
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@@ -10803,6 +11099,51 @@
|
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"node": ">= 4"
|
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}
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},
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"node_modules/recharts": {
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"version": "3.8.0",
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"resolved": "https://registry.npmjs.org/recharts/-/recharts-3.8.0.tgz",
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"integrity": "sha512-Z/m38DX3L73ExO4Tpc9/iZWHmHnlzWG4njQbxsF5aSjwqmHNDDIm0rdEBArkwsBvR8U6EirlEHiQNYWCVh9sGQ==",
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"license": "MIT",
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"workspaces": [
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"www"
|
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],
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"dependencies": {
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"@reduxjs/toolkit": "^1.9.0 || 2.x.x",
|
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"clsx": "^2.1.1",
|
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"decimal.js-light": "^2.5.1",
|
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"es-toolkit": "^1.39.3",
|
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"eventemitter3": "^5.0.1",
|
||||
"immer": "^10.1.1",
|
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"react-redux": "8.x.x || 9.x.x",
|
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"reselect": "5.1.1",
|
||||
"tiny-invariant": "^1.3.3",
|
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"use-sync-external-store": "^1.2.2",
|
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"victory-vendor": "^37.0.2"
|
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},
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"engines": {
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"node": ">=18"
|
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},
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"peerDependencies": {
|
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"react": "^16.8.0 || ^17.0.0 || ^18.0.0 || ^19.0.0",
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"react-dom": "^16.0.0 || ^17.0.0 || ^18.0.0 || ^19.0.0",
|
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"react-is": "^16.8.0 || ^17.0.0 || ^18.0.0 || ^19.0.0"
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}
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},
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"node_modules/redux": {
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"version": "5.0.1",
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"resolved": "https://registry.npmjs.org/redux/-/redux-5.0.1.tgz",
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"integrity": "sha512-M9/ELqF6fy8FwmkpnF0S3YKOqMyoWJ4+CS5Efg2ct3oY9daQvd/Pc71FpGZsVsbl3Cpb+IIcjBDUnnyBdQbq4w==",
|
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"license": "MIT"
|
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},
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"node_modules/redux-thunk": {
|
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"version": "3.1.0",
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"resolved": "https://registry.npmjs.org/redux-thunk/-/redux-thunk-3.1.0.tgz",
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"integrity": "sha512-NW2r5T6ksUKXCabzhL9z+h206HQw/NJkcLm1GPImRQ8IzfXwRGqjVhKJGauHirT0DAuyy6hjdnMZaRoAcy0Klw==",
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"license": "MIT",
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"peerDependencies": {
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"redux": "^5.0.0"
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}
|
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},
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"node_modules/reflect.getprototypeof": {
|
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"version": "1.0.10",
|
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"resolved": "https://registry.npmjs.org/reflect.getprototypeof/-/reflect.getprototypeof-1.0.10.tgz",
|
||||
@@ -10856,6 +11197,12 @@
|
||||
"node": ">=0.10.0"
|
||||
}
|
||||
},
|
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"node_modules/reselect": {
|
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"version": "5.1.1",
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"resolved": "https://registry.npmjs.org/reselect/-/reselect-5.1.1.tgz",
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"integrity": "sha512-K/BG6eIky/SBpzfHZv/dd+9JBFiS4SWV7FIujVyJRux6e45+73RaUHXLmIR1f7WOMaQ0U1km6qwklRQxpJJY0w==",
|
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"license": "MIT"
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},
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"node_modules/resolve": {
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||||
"version": "2.0.0-next.7",
|
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"resolved": "https://registry.npmjs.org/resolve/-/resolve-2.0.0-next.7.tgz",
|
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@@ -12405,6 +12752,28 @@
|
||||
"react-dom": "^16.8 || ^17.0 || ^18.0 || ^19.0.0 || ^19.0.0-rc"
|
||||
}
|
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},
|
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"node_modules/victory-vendor": {
|
||||
"version": "37.4.1",
|
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"resolved": "https://registry.npmjs.org/victory-vendor/-/victory-vendor-37.4.1.tgz",
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"integrity": "sha512-geV4p2GVfVM9lgm9ZRS3pvsbAPS+BUGhM9W9nPzPHTKi+/+KjNrFXdgP6KkG+XspNZuvcXmchcrtklfuQ4gniw==",
|
||||
"license": "MIT AND ISC AND BSD-3-Clause",
|
||||
"dependencies": {
|
||||
"@types/d3-array": "^3.0.3",
|
||||
"@types/d3-ease": "^3.0.0",
|
||||
"@types/d3-interpolate": "^3.0.1",
|
||||
"@types/d3-scale": "^4.0.2",
|
||||
"@types/d3-shape": "^3.1.0",
|
||||
"@types/d3-time": "^3.0.0",
|
||||
"@types/d3-timer": "^3.0.0",
|
||||
"d3-array": "^3.1.6",
|
||||
"d3-ease": "^3.0.1",
|
||||
"d3-interpolate": "^3.0.1",
|
||||
"d3-scale": "^4.0.2",
|
||||
"d3-shape": "^3.1.0",
|
||||
"d3-time": "^3.0.0",
|
||||
"d3-timer": "^3.0.1"
|
||||
}
|
||||
},
|
||||
"node_modules/vite": {
|
||||
"version": "8.3.5",
|
||||
"resolved": "https://registry.npmjs.org/vite/-/vite-8.3.5.tgz",
|
||||
|
||||
+2
-1
@@ -1,6 +1,6 @@
|
||||
{
|
||||
"name": "butcem",
|
||||
"version": "0.8.0",
|
||||
"version": "0.9.0",
|
||||
"private": true,
|
||||
"description": "BÜTÇEM — aile bütçe, cari, birikim, ev stoğu ve akıllı alışveriş uygulaması",
|
||||
"engines": {
|
||||
@@ -42,6 +42,7 @@
|
||||
"react": "^19.3.1",
|
||||
"react-dom": "^19.3.1",
|
||||
"react-hook-form": "^7.91.0",
|
||||
"recharts": "^3.8.0",
|
||||
"server-only": "^0.0.1",
|
||||
"shadcn": "^4.23.0",
|
||||
"sharp": "^0.35.5",
|
||||
|
||||
@@ -1,17 +1,36 @@
|
||||
import type { Metadata } from "next";
|
||||
import { notFound } from "next/navigation";
|
||||
import { AssetDetailView } from "@/features/assets/components/asset-detail-view";
|
||||
import { getAsset } from "@/features/assets/service";
|
||||
import { PeriodReportView } from "@/features/assets/components/period-report";
|
||||
import {
|
||||
getAsset,
|
||||
getPeriodReport,
|
||||
REPORT_RANGES,
|
||||
type ReportRange,
|
||||
} from "@/features/assets/service";
|
||||
import { tr } from "@/i18n/tr";
|
||||
import { requireActiveHousehold } from "@/lib/dal";
|
||||
|
||||
export const metadata: Metadata = { title: tr.assets.history };
|
||||
|
||||
/** /birikim/:id — varlık hareketleri (gizli varlık yalnızca sahibine; aksi 404). */
|
||||
export default async function AssetPage({ params }: PageProps<"/birikim/[id]">) {
|
||||
/** /birikim/:id — varlık hareketleri ve dönemsel rapor (gizli varlık yalnızca sahibine; aksi 404). */
|
||||
export default async function AssetPage({ params, searchParams }: PageProps<"/birikim/[id]">) {
|
||||
const { user, household } = await requireActiveHousehold("viewer");
|
||||
const { id } = await params;
|
||||
const data = await getAsset(user.id, household.id, id);
|
||||
if (!data) notFound();
|
||||
return <AssetDetailView key={id} data={data} />;
|
||||
const donem = (await searchParams).donem;
|
||||
const range: ReportRange = REPORT_RANGES.includes(donem as ReportRange)
|
||||
? (donem as ReportRange)
|
||||
: "6";
|
||||
const [data, report] = await Promise.all([
|
||||
getAsset(user.id, household.id, id),
|
||||
getPeriodReport(user.id, household.id, range, id),
|
||||
]);
|
||||
if (!data || !report) notFound();
|
||||
return (
|
||||
<AssetDetailView
|
||||
key={id}
|
||||
data={data}
|
||||
report={<PeriodReportView report={report} range={range} basePath={`/birikim/${id}`} />}
|
||||
/>
|
||||
);
|
||||
}
|
||||
|
||||
@@ -2,21 +2,45 @@ import type { Metadata } from "next";
|
||||
import { notFound } from "next/navigation";
|
||||
import { PageHeader } from "@/components/page-header";
|
||||
import { AssetsView } from "@/features/assets/components/assets-view";
|
||||
import { listAssets } from "@/features/assets/service";
|
||||
import { PeriodReportView } from "@/features/assets/components/period-report";
|
||||
import {
|
||||
getPeriodReport,
|
||||
listAssets,
|
||||
REPORT_RANGES,
|
||||
type ReportRange,
|
||||
} from "@/features/assets/service";
|
||||
import { NetWorthCard } from "@/features/net-worth/components/net-worth-card";
|
||||
import { getNetWorth } from "@/features/net-worth/service";
|
||||
import { tr } from "@/i18n/tr";
|
||||
import { requireActiveHousehold } from "@/lib/dal";
|
||||
|
||||
export const metadata: Metadata = { title: tr.assets.title };
|
||||
|
||||
/** /birikim — altın, döviz ve ziynet varlıkları; ortalama maliyet ve kâr/zarar. */
|
||||
export default async function AssetsPage() {
|
||||
function parseRange(value: string | string[] | undefined): ReportRange {
|
||||
return REPORT_RANGES.includes(value as ReportRange) ? (value as ReportRange) : "6";
|
||||
}
|
||||
|
||||
/** /birikim — net varlık, varlıklar (ortalama maliyet, K/Z) ve dönemsel rapor. */
|
||||
export default async function AssetsPage({ searchParams }: PageProps<"/birikim">) {
|
||||
const { user, household } = await requireActiveHousehold("viewer");
|
||||
const data = await listAssets(user.id, household.id);
|
||||
if (!data) notFound();
|
||||
const range = parseRange((await searchParams).donem);
|
||||
const [data, report, netWorth] = await Promise.all([
|
||||
listAssets(user.id, household.id),
|
||||
getPeriodReport(user.id, household.id, range),
|
||||
getNetWorth(user.id, household.id),
|
||||
]);
|
||||
if (!data || !report || !netWorth) notFound();
|
||||
return (
|
||||
<>
|
||||
<PageHeader title={tr.assets.title} description={tr.assets.description} />
|
||||
<section aria-labelledby="net-worth-title" className="flex flex-col gap-2">
|
||||
<h2 id="net-worth-title" className="text-base font-medium">
|
||||
{tr.assets.netWorth.title}
|
||||
</h2>
|
||||
<NetWorthCard data={netWorth} />
|
||||
</section>
|
||||
<AssetsView items={data.items} totals={data.totals} canWrite={data.canWrite} />
|
||||
<PeriodReportView report={report} range={range} basePath="/birikim" />
|
||||
</>
|
||||
);
|
||||
}
|
||||
|
||||
@@ -1,9 +1,11 @@
|
||||
import type { Metadata } from "next";
|
||||
import Link from "next/link";
|
||||
import { Suspense } from "react";
|
||||
import { PageHeader } from "@/components/page-header";
|
||||
import { Card, CardContent, CardDescription, CardHeader, CardTitle } from "@/components/ui/card";
|
||||
import { SummaryCardsSkeleton } from "@/features/dashboard/components/summary-cards-skeleton";
|
||||
import { ContactsDueBanner } from "@/features/contacts/components/due-banner";
|
||||
import { getNetWorth } from "@/features/net-worth/service";
|
||||
import { OverdueBanner } from "@/features/recurring/components/overdue-banner";
|
||||
import { tr } from "@/i18n/tr";
|
||||
import { requireActiveHousehold } from "@/lib/dal";
|
||||
@@ -16,22 +18,27 @@ type SummaryCard = {
|
||||
key: keyof typeof tr.dashboard.cards;
|
||||
tone?: string;
|
||||
amountMinor: number | null;
|
||||
href?: string;
|
||||
};
|
||||
|
||||
/** FAZ 14: gerçek özet verisi (gelir, gider, bakiye, kart borcu, net varlık). */
|
||||
async function getSummary(): Promise<SummaryCard[]> {
|
||||
/**
|
||||
* Özet kartları. Bakiye, kart borcu ve net varlık gerçek (Faz 9); bu ayın gelir/gider/kalan
|
||||
* kartları Faz 14'te dolar.
|
||||
*/
|
||||
async function getSummary(userId: string, householdId: string): Promise<SummaryCard[]> {
|
||||
const nw = await getNetWorth(userId, householdId);
|
||||
return [
|
||||
{ key: "monthIncome", tone: "text-income", amountMinor: null },
|
||||
{ key: "monthExpense", tone: "text-expense", amountMinor: null },
|
||||
{ key: "monthRemaining", tone: "text-budget", amountMinor: null },
|
||||
{ key: "totalBalance", amountMinor: null },
|
||||
{ key: "cardDebt", tone: "text-expense", amountMinor: null },
|
||||
{ key: "netWorth", amountMinor: null },
|
||||
{ key: "totalBalance", amountMinor: nw?.accountsMinor ?? null, href: "/hesaplar" },
|
||||
{ key: "cardDebt", tone: "text-expense", amountMinor: nw?.cardDebtMinor ?? null },
|
||||
{ key: "netWorth", amountMinor: nw?.totalMinor ?? null, href: "/birikim" },
|
||||
];
|
||||
}
|
||||
|
||||
async function SummaryCards() {
|
||||
const cards = await getSummary();
|
||||
async function SummaryCards({ userId, householdId }: { userId: string; householdId: string }) {
|
||||
const cards = await getSummary(userId, householdId);
|
||||
return (
|
||||
<div className="grid grid-cols-2 gap-3 lg:grid-cols-3 xl:grid-cols-6">
|
||||
{cards.map((c) => (
|
||||
@@ -39,7 +46,15 @@ async function SummaryCards() {
|
||||
<CardHeader>
|
||||
<CardDescription>{tr.dashboard.cards[c.key]}</CardDescription>
|
||||
<CardTitle className={cn("text-lg tabular-nums", c.tone)}>
|
||||
{c.amountMinor === null ? "—" : formatMoney(c.amountMinor)}
|
||||
{c.amountMinor === null ? (
|
||||
"—"
|
||||
) : c.href ? (
|
||||
<Link href={c.href} className="hover:underline">
|
||||
{formatMoney(c.amountMinor)}
|
||||
</Link>
|
||||
) : (
|
||||
formatMoney(c.amountMinor)
|
||||
)}
|
||||
</CardTitle>
|
||||
</CardHeader>
|
||||
{c.amountMinor === null ? (
|
||||
@@ -68,7 +83,7 @@ export default async function DashboardPage() {
|
||||
<ContactsDueBanner userId={user.id} householdId={household.id} />
|
||||
</Suspense>
|
||||
<Suspense fallback={<SummaryCardsSkeleton />}>
|
||||
<SummaryCards />
|
||||
<SummaryCards userId={user.id} householdId={household.id} />
|
||||
</Suspense>
|
||||
</>
|
||||
);
|
||||
|
||||
@@ -27,7 +27,7 @@ export type NavItem = {
|
||||
|
||||
/** Şu an tamamlanmış en yüksek faz — sayfalar eklendikçe artar. */
|
||||
/** Alt fazlar ondalıkla: 6.1 = Faz 6a. */
|
||||
export const CURRENT_PHASE = 9.1;
|
||||
export const CURRENT_PHASE = 9.2;
|
||||
|
||||
export const isAvailable = (item: NavItem) => item.phase <= CURRENT_PHASE;
|
||||
|
||||
|
||||
@@ -0,0 +1,338 @@
|
||||
"use client";
|
||||
|
||||
import * as React from "react";
|
||||
import { cn } from "@/lib/utils";
|
||||
import * as RechartsPrimitive from "recharts";
|
||||
import type { TooltipValueType } from "recharts";
|
||||
|
||||
// Format: { THEME_NAME: CSS_SELECTOR }
|
||||
const THEMES = { light: "", dark: ".dark" } as const;
|
||||
|
||||
const INITIAL_DIMENSION = { width: 320, height: 200 } as const;
|
||||
type TooltipNameType = number | string;
|
||||
|
||||
export type ChartConfig = Record<
|
||||
string,
|
||||
{
|
||||
label?: React.ReactNode;
|
||||
icon?: React.ComponentType;
|
||||
} & (
|
||||
| { color?: string; theme?: never }
|
||||
| { color?: never; theme: Record<keyof typeof THEMES, string> }
|
||||
)
|
||||
>;
|
||||
|
||||
type ChartContextProps = {
|
||||
config: ChartConfig;
|
||||
};
|
||||
|
||||
const ChartContext = React.createContext<ChartContextProps | null>(null);
|
||||
|
||||
function useChart() {
|
||||
const context = React.useContext(ChartContext);
|
||||
|
||||
if (!context) {
|
||||
throw new Error("useChart must be used within a <ChartContainer />");
|
||||
}
|
||||
|
||||
return context;
|
||||
}
|
||||
|
||||
function ChartContainer({
|
||||
id,
|
||||
className,
|
||||
children,
|
||||
config,
|
||||
initialDimension = INITIAL_DIMENSION,
|
||||
...props
|
||||
}: React.ComponentProps<"div"> & {
|
||||
config: ChartConfig;
|
||||
children: React.ComponentProps<typeof RechartsPrimitive.ResponsiveContainer>["children"];
|
||||
initialDimension?: {
|
||||
width: number;
|
||||
height: number;
|
||||
};
|
||||
}) {
|
||||
const uniqueId = React.useId();
|
||||
const chartId = `chart-${id ?? uniqueId.replace(/:/g, "")}`;
|
||||
|
||||
return (
|
||||
<ChartContext.Provider value={{ config }}>
|
||||
<div
|
||||
data-slot="chart"
|
||||
data-chart={chartId}
|
||||
className={cn(
|
||||
"flex aspect-video justify-center text-xs [&_.recharts-cartesian-axis-tick_text]:fill-muted-foreground [&_.recharts-cartesian-grid_line[stroke='#ccc']]:stroke-border/50 [&_.recharts-curve.recharts-tooltip-cursor]:stroke-border [&_.recharts-dot[stroke='#fff']]:stroke-transparent [&_.recharts-layer]:outline-hidden [&_.recharts-polar-grid_[stroke='#ccc']]:stroke-border [&_.recharts-radial-bar-background-sector]:fill-muted [&_.recharts-rectangle.recharts-tooltip-cursor]:fill-muted [&_.recharts-reference-line_[stroke='#ccc']]:stroke-border [&_.recharts-sector]:outline-hidden [&_.recharts-sector[stroke='#fff']]:stroke-transparent [&_.recharts-surface]:outline-hidden",
|
||||
className,
|
||||
)}
|
||||
{...props}
|
||||
>
|
||||
<ChartStyle id={chartId} config={config} />
|
||||
<RechartsPrimitive.ResponsiveContainer initialDimension={initialDimension}>
|
||||
{children}
|
||||
</RechartsPrimitive.ResponsiveContainer>
|
||||
</div>
|
||||
</ChartContext.Provider>
|
||||
);
|
||||
}
|
||||
|
||||
const ChartStyle = ({ id, config }: { id: string; config: ChartConfig }) => {
|
||||
const colorConfig = Object.entries(config).filter(([, config]) => config.theme ?? config.color);
|
||||
|
||||
if (!colorConfig.length) {
|
||||
return null;
|
||||
}
|
||||
|
||||
return (
|
||||
<style
|
||||
dangerouslySetInnerHTML={{
|
||||
__html: Object.entries(THEMES)
|
||||
.map(
|
||||
([theme, prefix]) => `
|
||||
${prefix} [data-chart=${id}] {
|
||||
${colorConfig
|
||||
.map(([key, itemConfig]) => {
|
||||
const color = itemConfig.theme?.[theme as keyof typeof itemConfig.theme] ?? itemConfig.color;
|
||||
return color ? ` --color-${key}: ${color};` : null;
|
||||
})
|
||||
.join("\n")}
|
||||
}
|
||||
`,
|
||||
)
|
||||
.join("\n"),
|
||||
}}
|
||||
/>
|
||||
);
|
||||
};
|
||||
|
||||
const ChartTooltip = RechartsPrimitive.Tooltip;
|
||||
|
||||
function ChartTooltipContent({
|
||||
active,
|
||||
payload,
|
||||
className,
|
||||
indicator = "dot",
|
||||
hideLabel = false,
|
||||
hideIndicator = false,
|
||||
label,
|
||||
labelFormatter,
|
||||
labelClassName,
|
||||
formatter,
|
||||
color,
|
||||
nameKey,
|
||||
labelKey,
|
||||
}: React.ComponentProps<typeof RechartsPrimitive.Tooltip> &
|
||||
React.ComponentProps<"div"> & {
|
||||
hideLabel?: boolean;
|
||||
hideIndicator?: boolean;
|
||||
indicator?: "line" | "dot" | "dashed";
|
||||
nameKey?: string;
|
||||
labelKey?: string;
|
||||
} & Omit<
|
||||
RechartsPrimitive.DefaultTooltipContentProps<TooltipValueType, TooltipNameType>,
|
||||
"accessibilityLayer"
|
||||
>) {
|
||||
const { config } = useChart();
|
||||
|
||||
const tooltipLabel = React.useMemo(() => {
|
||||
if (hideLabel || !payload?.length) {
|
||||
return null;
|
||||
}
|
||||
|
||||
const [item] = payload;
|
||||
const key = `${labelKey ?? item?.dataKey ?? item?.name ?? "value"}`;
|
||||
const itemConfig = getPayloadConfigFromPayload(config, item, key);
|
||||
const value =
|
||||
!labelKey && typeof label === "string" ? (config[label]?.label ?? label) : itemConfig?.label;
|
||||
|
||||
if (labelFormatter) {
|
||||
return (
|
||||
<div className={cn("font-medium", labelClassName)}>{labelFormatter(value, payload)}</div>
|
||||
);
|
||||
}
|
||||
|
||||
if (!value) {
|
||||
return null;
|
||||
}
|
||||
|
||||
return <div className={cn("font-medium", labelClassName)}>{value}</div>;
|
||||
}, [label, labelFormatter, payload, hideLabel, labelClassName, config, labelKey]);
|
||||
|
||||
if (!active || !payload?.length) {
|
||||
return null;
|
||||
}
|
||||
|
||||
const nestLabel = payload.length === 1 && indicator !== "dot";
|
||||
|
||||
return (
|
||||
<div
|
||||
className={cn(
|
||||
"grid min-w-32 items-start gap-1.5 rounded-lg border border-border/50 bg-background px-2.5 py-1.5 text-xs shadow-xl",
|
||||
className,
|
||||
)}
|
||||
>
|
||||
{!nestLabel ? tooltipLabel : null}
|
||||
<div className="grid gap-1.5">
|
||||
{payload
|
||||
.filter((item) => item.type !== "none")
|
||||
.map((item, index) => {
|
||||
const key = `${nameKey ?? item.name ?? item.dataKey ?? "value"}`;
|
||||
const itemConfig = getPayloadConfigFromPayload(config, item, key);
|
||||
const indicatorColor = color ?? item.payload?.fill ?? item.color;
|
||||
|
||||
return (
|
||||
<div
|
||||
key={index}
|
||||
className={cn(
|
||||
"flex w-full flex-wrap items-stretch gap-2 [&>svg]:h-2.5 [&>svg]:w-2.5 [&>svg]:text-muted-foreground",
|
||||
indicator === "dot" && "items-center",
|
||||
)}
|
||||
>
|
||||
{formatter && item?.value !== undefined && item.name ? (
|
||||
formatter(item.value, item.name, item, index, item.payload)
|
||||
) : (
|
||||
<>
|
||||
{itemConfig?.icon ? (
|
||||
<itemConfig.icon />
|
||||
) : (
|
||||
!hideIndicator && (
|
||||
<div
|
||||
className={cn(
|
||||
"shrink-0 rounded-[2px] border-(--color-border) bg-(--color-bg)",
|
||||
{
|
||||
"h-2.5 w-2.5": indicator === "dot",
|
||||
"w-1": indicator === "line",
|
||||
"w-0 border-[1.5px] border-dashed bg-transparent":
|
||||
indicator === "dashed",
|
||||
"my-0.5": nestLabel && indicator === "dashed",
|
||||
},
|
||||
)}
|
||||
style={
|
||||
{
|
||||
"--color-bg": indicatorColor,
|
||||
"--color-border": indicatorColor,
|
||||
} as React.CSSProperties
|
||||
}
|
||||
/>
|
||||
)
|
||||
)}
|
||||
<div
|
||||
className={cn(
|
||||
"flex flex-1 justify-between leading-none",
|
||||
nestLabel ? "items-end" : "items-center",
|
||||
)}
|
||||
>
|
||||
<div className="grid gap-1.5">
|
||||
{nestLabel ? tooltipLabel : null}
|
||||
<span className="text-muted-foreground">
|
||||
{itemConfig?.label ?? item.name}
|
||||
</span>
|
||||
</div>
|
||||
{item.value != null && (
|
||||
<span className="font-mono font-medium text-foreground tabular-nums">
|
||||
{typeof item.value === "number"
|
||||
? item.value.toLocaleString()
|
||||
: String(item.value)}
|
||||
</span>
|
||||
)}
|
||||
</div>
|
||||
</>
|
||||
)}
|
||||
</div>
|
||||
);
|
||||
})}
|
||||
</div>
|
||||
</div>
|
||||
);
|
||||
}
|
||||
|
||||
const ChartLegend = RechartsPrimitive.Legend;
|
||||
|
||||
function ChartLegendContent({
|
||||
className,
|
||||
hideIcon = false,
|
||||
payload,
|
||||
verticalAlign = "bottom",
|
||||
nameKey,
|
||||
}: React.ComponentProps<"div"> & {
|
||||
hideIcon?: boolean;
|
||||
nameKey?: string;
|
||||
} & RechartsPrimitive.DefaultLegendContentProps) {
|
||||
const { config } = useChart();
|
||||
|
||||
if (!payload?.length) {
|
||||
return null;
|
||||
}
|
||||
|
||||
return (
|
||||
<div
|
||||
className={cn(
|
||||
"flex items-center justify-center gap-4",
|
||||
verticalAlign === "top" ? "pb-3" : "pt-3",
|
||||
className,
|
||||
)}
|
||||
>
|
||||
{payload
|
||||
.filter((item) => item.type !== "none")
|
||||
.map((item, index) => {
|
||||
const key = `${nameKey ?? item.dataKey ?? "value"}`;
|
||||
const itemConfig = getPayloadConfigFromPayload(config, item, key);
|
||||
|
||||
return (
|
||||
<div
|
||||
key={index}
|
||||
className={cn(
|
||||
"flex items-center gap-1.5 [&>svg]:h-3 [&>svg]:w-3 [&>svg]:text-muted-foreground",
|
||||
)}
|
||||
>
|
||||
{itemConfig?.icon && !hideIcon ? (
|
||||
<itemConfig.icon />
|
||||
) : (
|
||||
<div
|
||||
className="h-2 w-2 shrink-0 rounded-[2px]"
|
||||
style={{
|
||||
backgroundColor: item.color,
|
||||
}}
|
||||
/>
|
||||
)}
|
||||
{itemConfig?.label}
|
||||
</div>
|
||||
);
|
||||
})}
|
||||
</div>
|
||||
);
|
||||
}
|
||||
|
||||
function getPayloadConfigFromPayload(config: ChartConfig, payload: unknown, key: string) {
|
||||
if (typeof payload !== "object" || payload === null) {
|
||||
return undefined;
|
||||
}
|
||||
|
||||
const payloadPayload =
|
||||
"payload" in payload && typeof payload.payload === "object" && payload.payload !== null
|
||||
? payload.payload
|
||||
: undefined;
|
||||
|
||||
let configLabelKey: string = key;
|
||||
|
||||
if (key in payload && typeof payload[key as keyof typeof payload] === "string") {
|
||||
configLabelKey = payload[key as keyof typeof payload] as string;
|
||||
} else if (
|
||||
payloadPayload &&
|
||||
key in payloadPayload &&
|
||||
typeof payloadPayload[key as keyof typeof payloadPayload] === "string"
|
||||
) {
|
||||
configLabelKey = payloadPayload[key as keyof typeof payloadPayload] as string;
|
||||
}
|
||||
|
||||
return configLabelKey in config ? config[configLabelKey] : config[key];
|
||||
}
|
||||
|
||||
export {
|
||||
ChartContainer,
|
||||
ChartTooltip,
|
||||
ChartTooltipContent,
|
||||
ChartLegend,
|
||||
ChartLegendContent,
|
||||
ChartStyle,
|
||||
};
|
||||
@@ -3,10 +3,17 @@
|
||||
import { revalidatePath } from "next/cache";
|
||||
import { z } from "zod";
|
||||
import { tr } from "@/i18n/tr";
|
||||
import { fail, type ActionResult } from "@/lib/action-result";
|
||||
import { fail, ok, type ActionResult } from "@/lib/action-result";
|
||||
import { getHouseholdActionContext } from "@/lib/dal";
|
||||
import { assetFormSchema, movementFormSchema } from "@/shared/schemas/asset";
|
||||
import { addMovement, createAsset, deleteAsset, deleteMovement, updateAsset } from "./service";
|
||||
import {
|
||||
addMovement,
|
||||
createAsset,
|
||||
deleteAsset,
|
||||
deleteMovement,
|
||||
listAssets,
|
||||
updateAsset,
|
||||
} from "./service";
|
||||
|
||||
const idSchema = z.string().regex(/^[a-f0-9]{24}$/i);
|
||||
|
||||
@@ -60,3 +67,21 @@ export async function deleteMovementAction(movementId: unknown) {
|
||||
if (!id.success) return fail(tr.common.notFound);
|
||||
return run(z.unknown(), null, (u, h) => deleteMovement(u, h, id.data));
|
||||
}
|
||||
|
||||
export type AssetOption = { id: string; name: string; assetKey: string; quantity: number };
|
||||
|
||||
/** Aynî ödeme diyaloğu için görünür varlıklar (ad, tür, eldeki miktar). */
|
||||
export async function getAssetOptionsAction(): Promise<ActionResult<AssetOption[]>> {
|
||||
const ctx = await getHouseholdActionContext("viewer");
|
||||
if (!ctx) return fail(tr.common.unauthorized);
|
||||
const data = await listAssets(ctx.user.id, ctx.household.id);
|
||||
if (!data) return fail(tr.common.unauthorized);
|
||||
return ok(
|
||||
data.items.map((a) => ({
|
||||
id: a.id,
|
||||
name: a.name,
|
||||
assetKey: a.assetKey,
|
||||
quantity: a.summary.quantity,
|
||||
})),
|
||||
);
|
||||
}
|
||||
|
||||
@@ -54,7 +54,14 @@ type Pending =
|
||||
| null;
|
||||
|
||||
/** /birikim/:id — özet, hareket ekleme ve hareket geçmişi. */
|
||||
export function AssetDetailView({ data }: { data: AssetDetail }) {
|
||||
export function AssetDetailView({
|
||||
data,
|
||||
report,
|
||||
}: {
|
||||
data: AssetDetail;
|
||||
/** Dönemsel rapor (sunucuda hazırlanır). */
|
||||
report?: React.ReactNode;
|
||||
}) {
|
||||
const router = useRouter();
|
||||
const [pending, setPending] = useState<Pending>(null);
|
||||
const close = () => setPending(null);
|
||||
@@ -171,6 +178,8 @@ export function AssetDetailView({ data }: { data: AssetDetail }) {
|
||||
</CardContent>
|
||||
</Card>
|
||||
|
||||
{report}
|
||||
|
||||
<section className="flex flex-col gap-2" aria-labelledby="movements-title">
|
||||
<h2 id="movements-title" className="text-base font-medium">
|
||||
{t.history}
|
||||
|
||||
@@ -0,0 +1,204 @@
|
||||
"use client";
|
||||
|
||||
import Link from "next/link";
|
||||
import { CartesianGrid, Line, LineChart, XAxis, YAxis } from "recharts";
|
||||
import { Card, CardContent, CardDescription, CardHeader, CardTitle } from "@/components/ui/card";
|
||||
import {
|
||||
ChartContainer,
|
||||
ChartLegend,
|
||||
ChartLegendContent,
|
||||
ChartTooltip,
|
||||
ChartTooltipContent,
|
||||
type ChartConfig,
|
||||
} from "@/components/ui/chart";
|
||||
import { tr } from "@/i18n/tr";
|
||||
import { cn } from "@/lib/utils";
|
||||
import { formatDate, formatMoney } from "@/shared/format";
|
||||
import type { PeriodReport } from "@/shared/portfolio";
|
||||
import type { ReportRange } from "../service";
|
||||
import { ProfitLoss, Stat } from "./assets-view";
|
||||
|
||||
const t = tr.assets.report;
|
||||
const RANGES: ReportRange[] = ["3", "6", "12", "tum"];
|
||||
const d = (ymd: string) => formatDate(`${ymd}T12:00:00+03:00`);
|
||||
const tickFmt = new Intl.DateTimeFormat("tr-TR", {
|
||||
day: "numeric",
|
||||
month: "short",
|
||||
timeZone: "Europe/Istanbul",
|
||||
});
|
||||
const compact = new Intl.NumberFormat("tr-TR", { notation: "compact", maximumFractionDigits: 1 });
|
||||
|
||||
const config = {
|
||||
value: { label: t.value, color: "var(--budget)" },
|
||||
cost: { label: t.cost, color: "var(--muted-foreground)" },
|
||||
} satisfies ChartConfig;
|
||||
|
||||
/** Dönem seçici + özet + aylık değer/maliyet grafiği + tablo görünümü. */
|
||||
export function PeriodReportView({
|
||||
report,
|
||||
range,
|
||||
basePath,
|
||||
}: {
|
||||
report: PeriodReport & { excluded: number };
|
||||
range: ReportRange;
|
||||
basePath: string;
|
||||
}) {
|
||||
const data = report.points.map((p) => ({
|
||||
date: p.date,
|
||||
label: tickFmt.format(new Date(`${p.date}T12:00:00+03:00`)),
|
||||
// Kuruş → TL (eksen ve ipucu TL gösterir).
|
||||
value: p.valueMinor === null ? null : p.valueMinor / 100,
|
||||
cost: p.costMinor / 100,
|
||||
}));
|
||||
const hasData = report.points.some((p) => p.costMinor > 0 || (p.valueMinor ?? 0) > 0);
|
||||
|
||||
return (
|
||||
<Card size="sm">
|
||||
<CardHeader>
|
||||
<div className="flex flex-wrap items-start justify-between gap-2">
|
||||
<div>
|
||||
<CardTitle className="text-base">{t.title}</CardTitle>
|
||||
<CardDescription>{t.period(d(report.from), d(report.to))}</CardDescription>
|
||||
</div>
|
||||
<nav aria-label={t.rangeLabel} className="flex rounded-lg bg-muted p-0.5 text-sm">
|
||||
{RANGES.map((r) => (
|
||||
<Link
|
||||
key={r}
|
||||
href={`${basePath}?donem=${r}`}
|
||||
scroll={false}
|
||||
aria-current={r === range ? "page" : undefined}
|
||||
className={cn(
|
||||
"rounded-md px-2.5 py-1 text-muted-foreground transition-colors",
|
||||
r === range && "bg-background font-medium text-foreground shadow-sm",
|
||||
)}
|
||||
>
|
||||
{t.ranges[r]}
|
||||
</Link>
|
||||
))}
|
||||
</nav>
|
||||
</div>
|
||||
</CardHeader>
|
||||
<CardContent className="flex flex-col gap-4">
|
||||
<div className="grid grid-cols-2 gap-3 sm:grid-cols-4">
|
||||
<Stat label={t.startValue}>
|
||||
{report.startValueMinor !== null ? formatMoney(report.startValueMinor) : t.noPrice}
|
||||
</Stat>
|
||||
<Stat label={t.invested}>{formatMoney(report.investedMinor)}</Stat>
|
||||
<Stat label={t.endValue}>
|
||||
{report.endValueMinor !== null ? formatMoney(report.endValueMinor) : t.noPrice}
|
||||
</Stat>
|
||||
<Stat label={t.profit}>
|
||||
<ProfitLoss minor={report.profitMinor} bp={report.profitBp} />
|
||||
</Stat>
|
||||
{report.proceedsMinor ? (
|
||||
<Stat label={t.proceeds}>{formatMoney(report.proceedsMinor)}</Stat>
|
||||
) : null}
|
||||
{report.giftInMinor ? (
|
||||
<Stat label={t.giftIn}>{formatMoney(report.giftInMinor)}</Stat>
|
||||
) : null}
|
||||
{report.giftOutMinor ? (
|
||||
<Stat label={t.giftOut}>{formatMoney(report.giftOutMinor)}</Stat>
|
||||
) : null}
|
||||
</div>
|
||||
<p className="text-xs text-muted-foreground">{t.formula}</p>
|
||||
{report.excluded ? (
|
||||
<p className="text-xs text-muted-foreground">{t.excluded(report.excluded)}</p>
|
||||
) : null}
|
||||
|
||||
{hasData ? (
|
||||
<>
|
||||
<ChartContainer
|
||||
config={config}
|
||||
className="aspect-auto h-56 w-full sm:h-64"
|
||||
aria-label={t.chartLabel}
|
||||
role="img"
|
||||
>
|
||||
<LineChart data={data} margin={{ left: 4, right: 12, top: 8 }}>
|
||||
<CartesianGrid vertical={false} />
|
||||
<XAxis
|
||||
dataKey="label"
|
||||
tickLine={false}
|
||||
axisLine={false}
|
||||
tickMargin={8}
|
||||
minTickGap={16}
|
||||
/>
|
||||
<YAxis
|
||||
tickLine={false}
|
||||
axisLine={false}
|
||||
width={48}
|
||||
tickFormatter={(v: number) => compact.format(v)}
|
||||
/>
|
||||
<ChartTooltip
|
||||
cursor
|
||||
content={
|
||||
<ChartTooltipContent
|
||||
labelFormatter={(_, payload) => {
|
||||
const date = payload?.[0]?.payload?.date as string | undefined;
|
||||
return date ? d(date) : "";
|
||||
}}
|
||||
formatter={(value, name) => (
|
||||
<div className="flex w-full items-center justify-between gap-3">
|
||||
<span className="text-muted-foreground">
|
||||
{config[name as keyof typeof config]?.label}
|
||||
</span>
|
||||
<span className="font-medium text-foreground tabular-nums">
|
||||
{formatMoney(Math.round(Number(value) * 100))}
|
||||
</span>
|
||||
</div>
|
||||
)}
|
||||
/>
|
||||
}
|
||||
/>
|
||||
<ChartLegend content={<ChartLegendContent />} />
|
||||
<Line
|
||||
dataKey="cost"
|
||||
type="stepAfter"
|
||||
stroke="var(--color-cost)"
|
||||
strokeWidth={2}
|
||||
strokeDasharray="4 4"
|
||||
dot={false}
|
||||
isAnimationActive={false}
|
||||
/>
|
||||
<Line
|
||||
dataKey="value"
|
||||
type="linear"
|
||||
stroke="var(--color-value)"
|
||||
strokeWidth={2}
|
||||
dot={false}
|
||||
activeDot={{ r: 4 }}
|
||||
connectNulls={false}
|
||||
isAnimationActive={false}
|
||||
/>
|
||||
</LineChart>
|
||||
</ChartContainer>
|
||||
<details className="text-sm">
|
||||
<summary className="cursor-pointer text-xs text-muted-foreground">{t.table}</summary>
|
||||
<table className="mt-2 w-full text-right tabular-nums">
|
||||
<thead className="text-xs text-muted-foreground">
|
||||
<tr>
|
||||
<th className="py-1 text-left font-normal">{t.date}</th>
|
||||
<th className="py-1 font-normal">{t.value}</th>
|
||||
<th className="py-1 font-normal">{t.cost}</th>
|
||||
</tr>
|
||||
</thead>
|
||||
<tbody className="divide-y">
|
||||
{report.points.map((p) => (
|
||||
<tr key={p.date}>
|
||||
<td className="py-1 text-left">{d(p.date)}</td>
|
||||
<td className="py-1">
|
||||
{p.valueMinor !== null ? formatMoney(p.valueMinor) : t.noPrice}
|
||||
</td>
|
||||
<td className="py-1">{formatMoney(p.costMinor)}</td>
|
||||
</tr>
|
||||
))}
|
||||
</tbody>
|
||||
</table>
|
||||
</details>
|
||||
</>
|
||||
) : (
|
||||
<p className="text-sm text-muted-foreground">{t.empty}</p>
|
||||
)}
|
||||
</CardContent>
|
||||
</Card>
|
||||
);
|
||||
}
|
||||
@@ -1,7 +1,7 @@
|
||||
import "server-only";
|
||||
import mongoose, { Types } from "mongoose";
|
||||
import { hasHouseholdRole } from "@/features/households/roles";
|
||||
import { priceOn, type PriceQuote } from "@/features/in-kind/service";
|
||||
import { buyPriceLookup, priceOn, type PriceQuote } from "@/features/in-kind/prices";
|
||||
import { loadContext, type Ctx } from "@/features/transactions/service";
|
||||
import { tr } from "@/i18n/tr";
|
||||
import { fail, ok, type ActionResult } from "@/lib/action-result";
|
||||
@@ -14,10 +14,14 @@ import { formatAssetQuantity, valueOf, type AssetKey } from "@/shared/assets";
|
||||
import { istanbulDayStart, todayIstanbul } from "@/shared/dates";
|
||||
import {
|
||||
holdingSummary,
|
||||
periodReport,
|
||||
runMovements,
|
||||
sumReports,
|
||||
type HoldingSummary,
|
||||
type MovementKind,
|
||||
type PeriodReport,
|
||||
} from "@/shared/portfolio";
|
||||
import { addDays, addMonths } from "@/shared/recurrence";
|
||||
import { QUANTITY_SCALE } from "@/shared/quantity";
|
||||
import type { AssetForm, MovementForm } from "@/shared/schemas/asset";
|
||||
import { compareTr, foldTr } from "@/shared/search";
|
||||
@@ -482,3 +486,58 @@ export async function deleteMovement(
|
||||
});
|
||||
return ok(undefined);
|
||||
}
|
||||
|
||||
// --- Dönemsel rapor ---
|
||||
|
||||
export const REPORT_RANGES = ["3", "6", "12", "tum"] as const;
|
||||
export type ReportRange = (typeof REPORT_RANGES)[number];
|
||||
|
||||
/**
|
||||
* Seçilen aralıkta (son N ay veya ilk hareketten bugüne) yatırılan TL, dönem sonu değer,
|
||||
* kâr/zarar ve aylık değer noktaları. `assetId` verilirse yalnızca o varlık, yoksa tüm görünür
|
||||
* varlıkların toplamı.
|
||||
*/
|
||||
export async function getPeriodReport(
|
||||
userId: string,
|
||||
householdId: string,
|
||||
range: ReportRange,
|
||||
assetId?: string,
|
||||
): Promise<(PeriodReport & { excluded: number }) | null> {
|
||||
const ctx = await loadContext(userId, householdId, "viewer");
|
||||
if (!ctx) return null;
|
||||
let docs: AssetDoc[];
|
||||
if (assetId) {
|
||||
const a = await loadAsset(ctx, assetId);
|
||||
if (!a) return null;
|
||||
docs = [a];
|
||||
} else {
|
||||
docs = (
|
||||
await AssetModel.find({ householdId: ctx.m.householdId, deletedAt: null }).lean<AssetDoc[]>()
|
||||
).filter((a) => visibleAsset(ctx, a._id));
|
||||
}
|
||||
const movements = await loadMovements(
|
||||
ctx.m.householdId,
|
||||
docs.map((a) => a._id),
|
||||
);
|
||||
const to = todayIstanbul();
|
||||
let from: string;
|
||||
if (range === "tum") {
|
||||
const first = [...movements.values()]
|
||||
.flat()
|
||||
.map((m) => m.date)
|
||||
.sort()[0];
|
||||
from = first && first < to ? first : addDays(to, -1);
|
||||
} else from = addMonths(to, -Number(range));
|
||||
const price = await buyPriceLookup(
|
||||
ctx.m.householdId,
|
||||
[...new Set(docs.map((a) => a.assetKey))],
|
||||
to,
|
||||
);
|
||||
const reports = docs.map((a) =>
|
||||
periodReport(movements.get(String(a._id)) ?? [], (date) => price(a.assetKey, date), from, to),
|
||||
);
|
||||
if (assetId) return { ...reports[0]!, excluded: 0 };
|
||||
// Toplamda fiyatı eksik varlıklar (kâr hesaplanamayan) dışarıda bırakılır ve sayılır.
|
||||
const priced = reports.filter((r) => r.profitMinor !== null);
|
||||
return { ...sumReports(priced, from, to), excluded: reports.length - priced.length };
|
||||
}
|
||||
|
||||
@@ -16,6 +16,7 @@ import {
|
||||
AlertDialogTitle,
|
||||
} from "@/components/ui/alert-dialog";
|
||||
import { Badge } from "@/components/ui/badge";
|
||||
import { Checkbox } from "@/components/ui/checkbox";
|
||||
import { Button } from "@/components/ui/button";
|
||||
import { Card, CardContent, CardDescription, CardHeader, CardTitle } from "@/components/ui/card";
|
||||
import {
|
||||
@@ -35,6 +36,7 @@ import {
|
||||
SelectValue,
|
||||
} from "@/components/ui/select";
|
||||
import { Tabs, TabsList, TabsTrigger } from "@/components/ui/tabs";
|
||||
import { getAssetOptionsAction, type AssetOption } from "@/features/assets/actions";
|
||||
import { getTransactionFormOptionsAction } from "@/features/transactions/actions";
|
||||
import { AccountSelect } from "@/features/transactions/components/transaction-form";
|
||||
import type { TransactionFormOptions } from "@/features/transactions/service";
|
||||
@@ -79,6 +81,21 @@ export function useAccounts() {
|
||||
return options?.accounts ?? null;
|
||||
}
|
||||
|
||||
/** Kaydın varlık türündeki birikim varlıkları (ödeme diyaloğu açıldığında). */
|
||||
function useAssetOptions(assetKey: AssetKey) {
|
||||
const [options, setOptions] = useState<AssetOption[] | null>(null);
|
||||
useEffect(() => {
|
||||
let cancelled = false;
|
||||
getAssetOptionsAction().then((r) => {
|
||||
if (!cancelled && r.ok) setOptions(r.data.filter((a) => a.assetKey === assetKey));
|
||||
});
|
||||
return () => {
|
||||
cancelled = true;
|
||||
};
|
||||
}, [assetKey]);
|
||||
return options;
|
||||
}
|
||||
|
||||
function Stat({ label, value, tone }: { label: string; value: string; tone?: string }) {
|
||||
return (
|
||||
<div className="min-w-0">
|
||||
@@ -602,16 +619,23 @@ function PaymentForm({ item, onClose }: { item: InKindView; onClose: () => void
|
||||
});
|
||||
const [errors, setErrors] = useState<Errors>({});
|
||||
const [busy, setBusy] = useState(false);
|
||||
const assets = useAssetOptions(item.assetKey);
|
||||
const [link, setLink] = useState(false);
|
||||
const [assetId, setAssetId] = useState("");
|
||||
const linked = method === "asset" && link;
|
||||
const linkAssetId = assetId || assets?.[0]?.id || "";
|
||||
|
||||
async function submit(e: React.FormEvent) {
|
||||
e.preventDefault();
|
||||
setBusy(true);
|
||||
const amount = linked ? "" : v.amount;
|
||||
const r = await recordPaymentAction(item.id, {
|
||||
method,
|
||||
date: v.date,
|
||||
quantity: method === "cash" ? "" : v.quantity,
|
||||
amount: v.amount,
|
||||
accountId: v.amount ? v.accountId || accounts?.[0]?.id || "" : "",
|
||||
amount,
|
||||
accountId: amount ? v.accountId || accounts?.[0]?.id || "" : "",
|
||||
assetId: linked ? linkAssetId : "",
|
||||
note: v.note,
|
||||
});
|
||||
setBusy(false);
|
||||
@@ -659,17 +683,19 @@ function PaymentForm({ item, onClose }: { item: InKindView; onClose: () => void
|
||||
{errors.quantity ? <FieldError>{errors.quantity}</FieldError> : null}
|
||||
</Field>
|
||||
) : null}
|
||||
<Field data-invalid={Boolean(errors.amount)}>
|
||||
<FieldLabel htmlFor="pay-amount">
|
||||
{method === "cash" ? f.amount : f.assetAmount}
|
||||
</FieldLabel>
|
||||
<MoneyInput
|
||||
id="pay-amount"
|
||||
value={v.amount}
|
||||
onChange={(x) => setV((s) => ({ ...s, amount: x }))}
|
||||
/>
|
||||
{errors.amount ? <FieldError>{errors.amount}</FieldError> : null}
|
||||
</Field>
|
||||
{linked || (method === "asset" && !debt) ? null : (
|
||||
<Field data-invalid={Boolean(errors.amount)}>
|
||||
<FieldLabel htmlFor="pay-amount">
|
||||
{method === "cash" ? f.amount : f.assetAmount}
|
||||
</FieldLabel>
|
||||
<MoneyInput
|
||||
id="pay-amount"
|
||||
value={v.amount}
|
||||
onChange={(x) => setV((s) => ({ ...s, amount: x }))}
|
||||
/>
|
||||
{errors.amount ? <FieldError>{errors.amount}</FieldError> : null}
|
||||
</Field>
|
||||
)}
|
||||
<Field>
|
||||
<FieldLabel htmlFor="pay-date">{tr.transactions.fields.date}</FieldLabel>
|
||||
<Input
|
||||
@@ -684,7 +710,49 @@ function PaymentForm({ item, onClose }: { item: InKindView; onClose: () => void
|
||||
{method === "cash" ? (
|
||||
<FieldDescription className="-mt-2">{f.quantityHint}</FieldDescription>
|
||||
) : null}
|
||||
{method === "cash" || v.amount ? (
|
||||
{method === "asset" ? (
|
||||
<div className="flex flex-col gap-2 rounded-lg border p-3">
|
||||
<label className="flex items-start gap-2 text-sm">
|
||||
<Checkbox
|
||||
checked={link}
|
||||
onCheckedChange={(x) => setLink(x === true)}
|
||||
disabled={!assets?.length}
|
||||
className="mt-0.5"
|
||||
/>
|
||||
<span>
|
||||
{debt ? t.link.debt : t.link.receivable}
|
||||
<span className="block text-xs text-muted-foreground">
|
||||
{assets && !assets.length
|
||||
? t.link.none
|
||||
: debt
|
||||
? t.link.debtHint
|
||||
: t.link.receivableHint}
|
||||
</span>
|
||||
</span>
|
||||
</label>
|
||||
{link && assets?.length ? (
|
||||
<Field data-invalid={Boolean(errors.assetId)}>
|
||||
<FieldLabel htmlFor="pay-asset" className="sr-only">
|
||||
{t.link.asset}
|
||||
</FieldLabel>
|
||||
<Select value={linkAssetId} onValueChange={setAssetId}>
|
||||
<SelectTrigger id="pay-asset" className="w-full">
|
||||
<SelectValue>{assets.find((a) => a.id === linkAssetId)?.name}</SelectValue>
|
||||
</SelectTrigger>
|
||||
<SelectContent>
|
||||
{assets.map((a) => (
|
||||
<SelectItem key={a.id} value={a.id}>
|
||||
{a.name} · {formatAssetQuantity(item.assetKey, a.quantity)}
|
||||
</SelectItem>
|
||||
))}
|
||||
</SelectContent>
|
||||
</Select>
|
||||
{errors.assetId ? <FieldError>{errors.assetId}</FieldError> : null}
|
||||
</Field>
|
||||
) : null}
|
||||
</div>
|
||||
) : null}
|
||||
{(method === "cash" || v.amount) && !linked ? (
|
||||
<Field data-invalid={Boolean(errors.accountId)}>
|
||||
<FieldLabel htmlFor="pay-account">{f.account}</FieldLabel>
|
||||
<AccountSelect
|
||||
|
||||
@@ -0,0 +1,60 @@
|
||||
import "server-only";
|
||||
import type { Types } from "mongoose";
|
||||
import { AssetPriceModel } from "@/models/asset-price";
|
||||
import type { AssetKey } from "@/shared/assets";
|
||||
|
||||
/** Fiyat tablosu okuma yardımcıları (aynî kayıtlar ve varlık takibi ortak kullanır). */
|
||||
|
||||
export type PriceQuote = { buyMinor: number; sellMinor: number; date: string };
|
||||
|
||||
/** Varlığın verilen tarihteki (veya öncesindeki en yakın) fiyatı. */
|
||||
export async function priceOn(
|
||||
householdId: Types.ObjectId,
|
||||
assetKey: AssetKey,
|
||||
date: string,
|
||||
): Promise<PriceQuote | null> {
|
||||
const p = await AssetPriceModel.findOne({ householdId, assetKey, date: { $lte: date } })
|
||||
.sort({ date: -1 })
|
||||
.lean();
|
||||
return p ? { buyMinor: p.buyMinor, sellMinor: p.sellMinor, date: p.date } : null;
|
||||
}
|
||||
|
||||
/**
|
||||
* Varlıkların `to` tarihine kadarki tüm fiyatları; dönen fonksiyon bir tarihteki (veya
|
||||
* öncesindeki en yakın) alış fiyatını verir (yoksa null).
|
||||
*/
|
||||
export async function buyPriceLookup(
|
||||
householdId: Types.ObjectId,
|
||||
assetKeys: AssetKey[],
|
||||
to: string,
|
||||
): Promise<(assetKey: AssetKey, date: string) => number | null> {
|
||||
const rows = await AssetPriceModel.find({
|
||||
householdId,
|
||||
assetKey: { $in: assetKeys },
|
||||
date: { $lte: to },
|
||||
})
|
||||
.sort({ date: 1 })
|
||||
.lean();
|
||||
const by = new Map<string, { date: string; buyMinor: number }[]>();
|
||||
for (const r of rows) {
|
||||
const list = by.get(r.assetKey) ?? [];
|
||||
list.push({ date: r.date, buyMinor: r.buyMinor });
|
||||
by.set(r.assetKey, list);
|
||||
}
|
||||
return (assetKey, date) => {
|
||||
const list = by.get(assetKey);
|
||||
if (!list) return null;
|
||||
// İkili arama: date'ten küçük-eşit son kayıt.
|
||||
let lo = 0;
|
||||
let hi = list.length - 1;
|
||||
let found = -1;
|
||||
while (lo <= hi) {
|
||||
const mid = (lo + hi) >> 1;
|
||||
if (list[mid]!.date <= date) {
|
||||
found = mid;
|
||||
lo = mid + 1;
|
||||
} else hi = mid - 1;
|
||||
}
|
||||
return found === -1 ? null : list[found]!.buyMinor;
|
||||
};
|
||||
}
|
||||
@@ -9,6 +9,9 @@ import { toObjectId } from "@/lib/object-id";
|
||||
import { AssetPriceModel } from "@/models/asset-price";
|
||||
import { InKindDebtModel } from "@/models/in-kind-debt";
|
||||
import { TransactionModel } from "@/models/transaction";
|
||||
import { addMovement } from "@/features/assets/service";
|
||||
import { AssetMovementModel } from "@/models/asset-movement";
|
||||
import { priceOn, type PriceQuote } from "./prices";
|
||||
import {
|
||||
ASSET_KEYS,
|
||||
formatAssetQuantity,
|
||||
@@ -38,19 +41,7 @@ const t = tr.inKind;
|
||||
|
||||
// --- Fiyat tablosu ---
|
||||
|
||||
export type PriceQuote = { buyMinor: number; sellMinor: number; date: string };
|
||||
|
||||
/** Varlığın verilen tarihteki (veya öncesindeki en yakın) fiyatı. */
|
||||
export async function priceOn(
|
||||
householdId: Types.ObjectId,
|
||||
assetKey: AssetKey,
|
||||
date: string,
|
||||
): Promise<PriceQuote | null> {
|
||||
const p = await AssetPriceModel.findOne({ householdId, assetKey, date: { $lte: date } })
|
||||
.sort({ date: -1 })
|
||||
.lean();
|
||||
return p ? { buyMinor: p.buyMinor, sellMinor: p.sellMinor, date: p.date } : null;
|
||||
}
|
||||
export { priceOn, type PriceQuote } from "./prices";
|
||||
|
||||
export type PriceRow = { assetKey: AssetKey; latest: PriceQuote | null; history: PriceQuote[] };
|
||||
|
||||
@@ -381,6 +372,11 @@ export async function deleteInKind(
|
||||
{ _id: d._id },
|
||||
{ $set: { deletedAt: new Date(), updatedBy: actor } },
|
||||
);
|
||||
// Bağlı varlık hareketleri serbest kalır (Birikim sayfasından yönetilebilir).
|
||||
await AssetMovementModel.updateMany(
|
||||
{ householdId: ctx.m.householdId, inKindDebtId: d._id },
|
||||
{ $set: { inKindDebtId: null } },
|
||||
);
|
||||
await writeAudit({
|
||||
action: "inkind.delete",
|
||||
actorId: actor,
|
||||
@@ -491,7 +487,15 @@ export async function recordPayment(
|
||||
contactName,
|
||||
);
|
||||
|
||||
await mongoose.connection.transaction(async (session) => {
|
||||
if (input.assetId) {
|
||||
const asset = ctx.assetMap.get(input.assetId);
|
||||
if (!asset || asset.hidden || asset.deleted)
|
||||
return fail(tr.common.notFound, { assetId: tr.common.notFound });
|
||||
if (asset.assetKey !== d.assetKey)
|
||||
return fail(t.link.assetMismatch, { assetId: t.link.assetMismatch });
|
||||
}
|
||||
|
||||
const writePayment = async (session: mongoose.ClientSession) => {
|
||||
let transactionId: Types.ObjectId | null = null;
|
||||
if (amountMinor > 0 && account) {
|
||||
const out = d.direction === "debt";
|
||||
@@ -549,10 +553,50 @@ export async function recordPayment(
|
||||
},
|
||||
session,
|
||||
);
|
||||
});
|
||||
};
|
||||
|
||||
try {
|
||||
await mongoose.connection.transaction(async (session) => {
|
||||
// Varlık bağlantısı: borç ödemesi varlıktan çıkış, alacak tahsilatı varlığa giriş.
|
||||
if (input.assetId) {
|
||||
const r = await addMovement(
|
||||
actorId,
|
||||
householdId,
|
||||
input.assetId,
|
||||
{
|
||||
kind: d.direction === "debt" ? "gift_out" : "gift_in",
|
||||
date: input.date,
|
||||
quantity,
|
||||
unitPrice: d.direction === "debt" ? null : (d.unitPriceMinor ?? null),
|
||||
amount: null,
|
||||
accountId: null,
|
||||
storage: "",
|
||||
note: t.link.movementNote(contactName),
|
||||
},
|
||||
{ inKindDebtId: d._id, session },
|
||||
);
|
||||
if (!r.ok) throw new LinkError(r.error, r.fieldErrors?.quantity);
|
||||
}
|
||||
await writePayment(session);
|
||||
});
|
||||
} catch (error) {
|
||||
if (error instanceof LinkError)
|
||||
return fail(error.message, error.quantity ? { quantity: error.quantity } : undefined);
|
||||
throw error;
|
||||
}
|
||||
return ok({ closed });
|
||||
}
|
||||
|
||||
/** Varlık hareketi eklenemedi: transaction geri alınır, hata kullanıcıya döner. */
|
||||
class LinkError extends Error {
|
||||
constructor(
|
||||
message: string,
|
||||
readonly quantity?: string,
|
||||
) {
|
||||
super(message);
|
||||
}
|
||||
}
|
||||
|
||||
/** Cari listesi için açık aynî kayıt özetleri (cari kimliği → etiketler). */
|
||||
export async function openInKindByContact(
|
||||
userId: string,
|
||||
|
||||
@@ -0,0 +1,62 @@
|
||||
import { Card, CardContent } from "@/components/ui/card";
|
||||
import { tr } from "@/i18n/tr";
|
||||
import { cn } from "@/lib/utils";
|
||||
import { formatMoney } from "@/shared/format";
|
||||
import type { NetWorth } from "../service";
|
||||
|
||||
const t = tr.assets.netWorth;
|
||||
|
||||
/** Net varlık dökümü: artılar ve eksiler, altta toplam. */
|
||||
export function NetWorthCard({ data }: { data: NetWorth }) {
|
||||
const rows: { label: string; minor: number; sign: 1 | -1 }[] = [
|
||||
{ label: t.accounts, minor: data.accountsMinor, sign: 1 },
|
||||
{ label: t.assets, minor: data.assetsMinor, sign: 1 },
|
||||
{ label: t.contactReceivable, minor: data.contactReceivableMinor, sign: 1 },
|
||||
{ label: t.inKindReceivable, minor: data.inKindReceivableMinor, sign: 1 },
|
||||
{ label: t.cardDebt, minor: data.cardDebtMinor, sign: -1 },
|
||||
{ label: t.contactPayable, minor: data.contactPayableMinor, sign: -1 },
|
||||
{ label: t.inKindPayable, minor: data.inKindPayableMinor, sign: -1 },
|
||||
];
|
||||
const plus = rows.filter((r) => r.sign === 1);
|
||||
const minus = rows.filter((r) => r.sign === -1);
|
||||
const list = (items: typeof rows) => (
|
||||
<dl className="flex flex-col text-sm">
|
||||
{items.map((r) => (
|
||||
<div key={r.label} className="flex items-center justify-between gap-2 py-1">
|
||||
<dt className="text-muted-foreground">{r.label}</dt>
|
||||
<dd className="tabular-nums">
|
||||
{r.sign < 0 && r.minor ? "−" : ""}
|
||||
{formatMoney(r.minor)}
|
||||
</dd>
|
||||
</div>
|
||||
))}
|
||||
</dl>
|
||||
);
|
||||
return (
|
||||
<Card size="sm">
|
||||
<CardContent className="flex flex-col gap-3">
|
||||
<div>
|
||||
<p
|
||||
className={cn(
|
||||
"text-3xl font-semibold tracking-tight tabular-nums",
|
||||
data.totalMinor < 0 && "text-expense",
|
||||
)}
|
||||
>
|
||||
{formatMoney(data.totalMinor)}
|
||||
</p>
|
||||
<p className="text-sm text-muted-foreground">{t.description}</p>
|
||||
</div>
|
||||
<div className="grid gap-x-8 gap-y-1 border-t pt-2 sm:grid-cols-2">
|
||||
{list(plus)}
|
||||
{list(minus)}
|
||||
</div>
|
||||
{data.missingPrice ? (
|
||||
<p className="text-xs text-muted-foreground">{t.missingPrice(data.missingPrice)}</p>
|
||||
) : null}
|
||||
{data.includesHidden ? (
|
||||
<p className="text-xs text-muted-foreground">{t.includesHidden}</p>
|
||||
) : null}
|
||||
</CardContent>
|
||||
</Card>
|
||||
);
|
||||
}
|
||||
@@ -0,0 +1,310 @@
|
||||
import { afterAll, beforeAll, describe, expect, it } from "vitest";
|
||||
import { addMovement, createAsset, getAsset, getPeriodReport } from "@/features/assets/service";
|
||||
import { createContactEntry, createContact } from "@/features/contacts/service";
|
||||
import {
|
||||
createInKind,
|
||||
deleteInKind,
|
||||
listInKind,
|
||||
recordPayment,
|
||||
savePrice,
|
||||
} from "@/features/in-kind/service";
|
||||
import { AccountModel } from "@/models/account";
|
||||
import { AssetModel } from "@/models/asset";
|
||||
import { AssetMovementModel } from "@/models/asset-movement";
|
||||
import { AssetPriceModel } from "@/models/asset-price";
|
||||
import { InKindDebtModel } from "@/models/in-kind-debt";
|
||||
import { TransactionModel } from "@/models/transaction";
|
||||
import { todayIstanbul } from "@/shared/dates";
|
||||
import { addDays, addMonths } from "@/shared/recurrence";
|
||||
import { assetFormSchema, movementFormSchema } from "@/shared/schemas/asset";
|
||||
import { contactEntrySchema, contactFormSchema } from "@/shared/schemas/contact";
|
||||
import {
|
||||
assetPriceFormSchema,
|
||||
inKindFormSchema,
|
||||
paymentFormSchema,
|
||||
} from "@/shared/schemas/in-kind";
|
||||
import { setupSeededDb, teardownDb } from "@/test/seeded-db";
|
||||
import { getNetWorth } from "./service";
|
||||
|
||||
let ids: Awaited<ReturnType<typeof setupSeededDb>>;
|
||||
let cakir = "";
|
||||
let ayse = "";
|
||||
let emre = "";
|
||||
const today = todayIstanbul();
|
||||
|
||||
beforeAll(async () => {
|
||||
ids = await setupSeededDb();
|
||||
cakir = ids.household("Çakır Ailesi");
|
||||
ayse = ids.user("ayse");
|
||||
emre = ids.user("emre");
|
||||
// Seed varlık/fiyat/aynî örnekleri senaryoları etkilemesin.
|
||||
await Promise.all([
|
||||
AssetPriceModel.deleteMany({}),
|
||||
AssetModel.deleteMany({}),
|
||||
AssetMovementModel.deleteMany({}),
|
||||
InKindDebtModel.deleteMany({}),
|
||||
TransactionModel.deleteMany({
|
||||
$or: [{ assetId: { $ne: null } }, { inKindDebtId: { $ne: null } }],
|
||||
}),
|
||||
]);
|
||||
});
|
||||
afterAll(teardownDb);
|
||||
|
||||
const acc = (name: string) =>
|
||||
AccountModel.findOne({ householdId: cakir, name })
|
||||
.lean()
|
||||
.then((a) => String(a!._id));
|
||||
const price = (assetKey: string, date: string, buy: string, sell = "") =>
|
||||
savePrice(ayse, cakir, assetPriceFormSchema.parse({ assetKey, date, buy, sell }));
|
||||
const mv = (input: Record<string, unknown>) => movementFormSchema.parse({ date: today, ...input });
|
||||
async function asset(name: string, assetKey = "gram_gold", isPrivate = false, by = ayse) {
|
||||
const r = await createAsset(by, cakir, assetFormSchema.parse({ assetKey, name, isPrivate }));
|
||||
return r.ok ? r.data.id : "";
|
||||
}
|
||||
async function contact(name: string) {
|
||||
const r = await createContact(
|
||||
ayse,
|
||||
cakir,
|
||||
contactFormSchema.parse({ name, openingDate: addDays(today, -200) }),
|
||||
);
|
||||
return r.ok ? r.data.id : "";
|
||||
}
|
||||
const netWorth = async (user = ayse) => (await getNetWorth(user, cakir))!;
|
||||
|
||||
describe("dönemsel rapor", () => {
|
||||
let gold = "";
|
||||
|
||||
it("son 6 ay: yatırılan, dönem sonu değer ve kâr; aylık noktalar", async () => {
|
||||
const m6 = addMonths(today, -6);
|
||||
await price("gram_gold", addDays(m6, -10), "2.500", "2.550");
|
||||
await price("gram_gold", addMonths(today, -3), "2.800", "2.850");
|
||||
await price("gram_gold", today, "3.000", "3.050");
|
||||
gold = await asset("Rapor altın");
|
||||
// Dönem öncesi 2 gr (başlangıç değeri), dönem içinde 10 gr + 1 gr.
|
||||
await addMovement(
|
||||
ayse,
|
||||
cakir,
|
||||
gold,
|
||||
mv({ kind: "buy", date: addDays(m6, -5), quantity: "2", amount: "5.000" }),
|
||||
);
|
||||
await addMovement(
|
||||
ayse,
|
||||
cakir,
|
||||
gold,
|
||||
mv({ kind: "buy", date: addDays(m6, 3), quantity: "10", amount: "25.000" }),
|
||||
);
|
||||
await addMovement(
|
||||
ayse,
|
||||
cakir,
|
||||
gold,
|
||||
mv({ kind: "buy", date: addMonths(today, -2), quantity: "1", amount: "2.850" }),
|
||||
);
|
||||
const r = (await getPeriodReport(ayse, cakir, "6", gold))!;
|
||||
expect(r.from).toBe(m6);
|
||||
expect(r.startValueMinor).toBe(5_000_00);
|
||||
expect(r.investedMinor).toBe(27_850_00);
|
||||
expect(r.endValueMinor).toBe(39_000_00);
|
||||
expect(r.profitMinor).toBe(39_000_00 - 5_000_00 - 27_850_00);
|
||||
expect(r.points[0]!.date).toBe(m6);
|
||||
expect(r.points.at(-1)).toMatchObject({
|
||||
date: today,
|
||||
valueMinor: 39_000_00,
|
||||
costMinor: 32_850_00,
|
||||
});
|
||||
expect(r.points.length).toBeGreaterThanOrEqual(7);
|
||||
// "Tümü" ilk hareketten başlar; başlangıç değeri 0, kâr = değer − maliyet.
|
||||
const all = (await getPeriodReport(ayse, cakir, "tum", gold))!;
|
||||
expect(all.startValueMinor).toBe(0);
|
||||
expect(all.profitMinor).toBe(39_000_00 - 32_850_00);
|
||||
});
|
||||
|
||||
it("toplam rapor gizli varlığı başkasına katmaz; fiyatsız varlık dışarıda sayılır", async () => {
|
||||
const secret = await asset("Gizli altın", "gram_gold", true, emre);
|
||||
await addMovement(emre, cakir, secret, mv({ kind: "buy", quantity: "5", amount: "15.000" }));
|
||||
const silver = await asset("Gümüş", "silver_gram");
|
||||
await addMovement(
|
||||
ayse,
|
||||
cakir,
|
||||
silver,
|
||||
mv({ kind: "gift_in", quantity: "100", amount: "4.000" }),
|
||||
);
|
||||
const forAyse = (await getPeriodReport(ayse, cakir, "tum"))!;
|
||||
expect(forAyse.investedMinor).toBe(32_850_00);
|
||||
expect(forAyse.excluded).toBe(1);
|
||||
const forEmre = (await getPeriodReport(emre, cakir, "tum"))!;
|
||||
expect(forEmre.investedMinor).toBe(32_850_00 + 15_000_00);
|
||||
expect(await getPeriodReport(ayse, cakir, "6", secret)).toBeNull();
|
||||
});
|
||||
});
|
||||
|
||||
describe("net varlık", () => {
|
||||
it("formül: hesaplar − kart borcu + varlıklar + alacaklar − borçlar", async () => {
|
||||
const n = await netWorth();
|
||||
expect(n.totalMinor).toBe(
|
||||
n.accountsMinor -
|
||||
n.cardDebtMinor +
|
||||
n.assetsMinor +
|
||||
n.contactReceivableMinor -
|
||||
n.contactPayableMinor +
|
||||
n.inKindReceivableMinor -
|
||||
n.inKindPayableMinor,
|
||||
);
|
||||
// Gümüşün fiyatı yok → katılmaz ve sayılır.
|
||||
expect(n.missingPrice).toBe(1);
|
||||
// Emre kendi gizli altınını da görür: 5 × 3.000.
|
||||
expect((await netWorth(emre)).assetsMinor - n.assetsMinor).toBe(15_000_00);
|
||||
});
|
||||
|
||||
it("satış fiyatından alım net varlığı yalnızca makas kadar düşürür; cariden borç almak değiştirmez", async () => {
|
||||
const gold = await asset("Makas altın");
|
||||
const n0 = (await netWorth()).totalMinor;
|
||||
await addMovement(
|
||||
ayse,
|
||||
cakir,
|
||||
gold,
|
||||
mv({ kind: "buy", quantity: "1", accountId: await acc("Ziraat Maaş") }),
|
||||
);
|
||||
expect((await netWorth()).totalMinor).toBe(n0 - 50_00);
|
||||
|
||||
const ali = await contact("Net Ali");
|
||||
const n1 = (await netWorth()).totalMinor;
|
||||
await createContactEntry(
|
||||
ayse,
|
||||
cakir,
|
||||
ali,
|
||||
contactEntrySchema.parse({
|
||||
kind: "borrow",
|
||||
accountId: await acc("Cüzdan"),
|
||||
amount: "1.000",
|
||||
date: today,
|
||||
}),
|
||||
);
|
||||
const n2 = await netWorth();
|
||||
expect(n2.totalMinor).toBe(n1);
|
||||
expect(n2.contactPayableMinor).toBeGreaterThanOrEqual(1_000_00);
|
||||
});
|
||||
|
||||
it("aynî borç satış, aynî alacak alış fiyatıyla düşülür/eklenir", async () => {
|
||||
const hasan = await contact("Net Hasan");
|
||||
const n0 = (await netWorth()).totalMinor;
|
||||
await createInKind(
|
||||
ayse,
|
||||
cakir,
|
||||
hasan,
|
||||
inKindFormSchema.parse({
|
||||
direction: "debt",
|
||||
assetKey: "gram_gold",
|
||||
quantity: "2",
|
||||
date: today,
|
||||
}),
|
||||
);
|
||||
expect((await netWorth()).totalMinor).toBe(n0 - 6_100_00);
|
||||
await createInKind(
|
||||
ayse,
|
||||
cakir,
|
||||
hasan,
|
||||
inKindFormSchema.parse({
|
||||
direction: "receivable",
|
||||
assetKey: "gram_gold",
|
||||
quantity: "1",
|
||||
date: today,
|
||||
}),
|
||||
);
|
||||
expect((await netWorth()).totalMinor).toBe(n0 - 6_100_00 + 3_000_00);
|
||||
});
|
||||
});
|
||||
|
||||
describe("aynî kayıt ↔ varlık bağlantısı", () => {
|
||||
it("borç aynı varlıkla ödenirken varlıktan düşer; yetersizse hiçbir şey yazılmaz", async () => {
|
||||
const kasa = await asset("Kasa altın");
|
||||
await addMovement(ayse, cakir, kasa, mv({ kind: "buy", quantity: "3", amount: "9.000" }));
|
||||
const veli = await contact("Bağ Veli");
|
||||
const debt = await createInKind(
|
||||
ayse,
|
||||
cakir,
|
||||
veli,
|
||||
inKindFormSchema.parse({
|
||||
direction: "debt",
|
||||
assetKey: "gram_gold",
|
||||
quantity: "5",
|
||||
date: today,
|
||||
}),
|
||||
);
|
||||
const debtId = debt.ok ? debt.data.id : "";
|
||||
|
||||
// 4 gr ödemek istiyor ama kasada 3 gr var → reddedilir, ödeme yazılmaz.
|
||||
const fail = await recordPayment(
|
||||
ayse,
|
||||
cakir,
|
||||
debtId,
|
||||
paymentFormSchema.parse({ method: "asset", date: today, quantity: "4", assetId: kasa }),
|
||||
);
|
||||
expect(fail.ok).toBe(false);
|
||||
expect((await InKindDebtModel.findById(debtId).lean())!.payments).toHaveLength(0);
|
||||
|
||||
const r = await recordPayment(
|
||||
ayse,
|
||||
cakir,
|
||||
debtId,
|
||||
paymentFormSchema.parse({ method: "asset", date: today, quantity: "2", assetId: kasa }),
|
||||
);
|
||||
expect(r).toMatchObject({ ok: true, data: { closed: false } });
|
||||
const a = (await getAsset(ayse, cakir, kasa))!;
|
||||
expect(a.summary.quantity).toBe(1_000);
|
||||
expect(a.movements[0]).toMatchObject({ kind: "gift_out", quantity: 2_000, fromInKind: true });
|
||||
expect((await listInKind(ayse, cakir, veli))![0]!.paidQuantity).toBe(2_000);
|
||||
|
||||
// Kayıt silinince hareket serbest kalır.
|
||||
await deleteInKind(ayse, cakir, debtId);
|
||||
expect((await getAsset(ayse, cakir, kasa))!.movements[0]!.fromInKind).toBe(false);
|
||||
});
|
||||
|
||||
it("alacak aynı varlıkla tahsil edilince varlığa borç tarihindeki fiyatla eklenir", async () => {
|
||||
const ziynet = await asset("Ziynet kutusu", "quarter_gold");
|
||||
const ayten = await contact("Bağ Ayten");
|
||||
const rec = await createInKind(
|
||||
ayse,
|
||||
cakir,
|
||||
ayten,
|
||||
inKindFormSchema.parse({
|
||||
direction: "receivable",
|
||||
assetKey: "quarter_gold",
|
||||
quantity: "2",
|
||||
date: addDays(today, -30),
|
||||
unitPrice: "5.000",
|
||||
}),
|
||||
);
|
||||
const recId = rec.ok ? rec.data.id : "";
|
||||
const gold = await asset("Yanlış tür");
|
||||
expect(
|
||||
(
|
||||
await recordPayment(
|
||||
ayse,
|
||||
cakir,
|
||||
recId,
|
||||
paymentFormSchema.parse({ method: "asset", date: today, quantity: "2", assetId: gold }),
|
||||
)
|
||||
).ok,
|
||||
).toBe(false);
|
||||
expect(
|
||||
paymentFormSchema.safeParse({
|
||||
method: "cash",
|
||||
date: today,
|
||||
amount: "1",
|
||||
accountId: await acc("Cüzdan"),
|
||||
assetId: ziynet,
|
||||
}).success,
|
||||
).toBe(false);
|
||||
|
||||
const r = await recordPayment(
|
||||
ayse,
|
||||
cakir,
|
||||
recId,
|
||||
paymentFormSchema.parse({ method: "asset", date: today, quantity: "2", assetId: ziynet }),
|
||||
);
|
||||
expect(r).toMatchObject({ ok: true, data: { closed: true } });
|
||||
const a = (await getAsset(ayse, cakir, ziynet))!;
|
||||
expect(a.summary).toMatchObject({ quantity: 2_000, costMinor: 10_000_00, investedMinor: 0 });
|
||||
expect(a.movements[0]).toMatchObject({ kind: "gift_in", fromInKind: true });
|
||||
});
|
||||
});
|
||||
@@ -0,0 +1,71 @@
|
||||
import "server-only";
|
||||
import { listAccounts } from "@/features/accounts/service";
|
||||
import { listAssets } from "@/features/assets/service";
|
||||
import { listContacts } from "@/features/contacts/service";
|
||||
import { listInKind } from "@/features/in-kind/service";
|
||||
|
||||
/**
|
||||
* Net varlık (Bölüm 6.6): hesap bakiyeleri (kart borçları eksi) + varlıkların güncel değeri
|
||||
* (alış) + cari alacaklar − cari borçlar + aynî alacaklar (alış) − aynî borçlar (satış).
|
||||
* Görünürlük kaynak listelerin kurallarını izler (gizli varlık/cari sayılmaz; gizli hesap
|
||||
* bakiyeleri hane ayarına göre toplama girer).
|
||||
*/
|
||||
export type NetWorth = {
|
||||
accountsMinor: number;
|
||||
cardDebtMinor: number;
|
||||
assetsMinor: number;
|
||||
contactReceivableMinor: number;
|
||||
contactPayableMinor: number;
|
||||
inKindReceivableMinor: number;
|
||||
inKindPayableMinor: number;
|
||||
totalMinor: number;
|
||||
/** Fiyatı olmadığı için katılmayan varlık + aynî kayıt sayısı. */
|
||||
missingPrice: number;
|
||||
/** Başkasının gizli hesabının bakiyesi toplama dahil (hane ayarı). */
|
||||
includesHidden: boolean;
|
||||
};
|
||||
|
||||
export async function getNetWorth(userId: string, householdId: string): Promise<NetWorth | null> {
|
||||
const [accounts, assets, contacts, inKind] = await Promise.all([
|
||||
listAccounts(userId, householdId),
|
||||
listAssets(userId, householdId),
|
||||
listContacts(userId, householdId),
|
||||
listInKind(userId, householdId),
|
||||
]);
|
||||
if (!accounts || !assets || !contacts || !inKind) return null;
|
||||
let inKindReceivableMinor = 0;
|
||||
let inKindPayableMinor = 0;
|
||||
let missingPrice = assets.totals.missingPrice;
|
||||
for (const v of inKind) {
|
||||
if (v.closedAt || v.progress.remainingQuantity === 0) continue;
|
||||
const value = v.progress.currentValueMinor;
|
||||
if (value === null) {
|
||||
missingPrice++;
|
||||
continue;
|
||||
}
|
||||
if (v.direction === "debt") inKindPayableMinor += value;
|
||||
else inKindReceivableMinor += value;
|
||||
}
|
||||
const r = {
|
||||
accountsMinor: accounts.totals.assetsMinor,
|
||||
cardDebtMinor: -accounts.totals.cardDebtMinor,
|
||||
assetsMinor: assets.totals.valueMinor,
|
||||
contactReceivableMinor: contacts.totals.owesMeMinor,
|
||||
contactPayableMinor: contacts.totals.iOweMinor,
|
||||
inKindReceivableMinor,
|
||||
inKindPayableMinor,
|
||||
};
|
||||
return {
|
||||
...r,
|
||||
totalMinor:
|
||||
r.accountsMinor -
|
||||
r.cardDebtMinor +
|
||||
r.assetsMinor +
|
||||
r.contactReceivableMinor -
|
||||
r.contactPayableMinor +
|
||||
r.inKindReceivableMinor -
|
||||
r.inKindPayableMinor,
|
||||
missingPrice,
|
||||
includesHidden: accounts.totals.includesHidden,
|
||||
};
|
||||
}
|
||||
@@ -639,6 +639,19 @@ export const tr = {
|
||||
price: "Alış veya satış fiyatı girin",
|
||||
amount: "Tutar girin",
|
||||
account: "Hesap seçin",
|
||||
assetOnlyWithAsset: "Varlık bağlantısı yalnızca aynı varlıkla ödemede kullanılır.",
|
||||
noAmountWithAsset: "Varlıktan ödemede TL tutar girilmez.",
|
||||
},
|
||||
link: {
|
||||
debt: "Birikimdeki varlıktan düş",
|
||||
receivable: "Birikimdeki varlığa ekle",
|
||||
debtHint: "Ödenen miktar seçilen varlıktan ortalama maliyetle çıkar.",
|
||||
receivableHint:
|
||||
"Tahsil edilen miktar seçilen varlığa eklenir; maliyet borç tarihindeki birim fiyattır.",
|
||||
asset: "Varlık",
|
||||
none: "Bu türde varlık yok; önce Birikim sayfasından ekleyin.",
|
||||
movementNote: (name: string) => `Aynî kayıt: ${name}`,
|
||||
assetMismatch: "Seçilen varlık bu kaydın varlık türünde değil.",
|
||||
},
|
||||
},
|
||||
assets: {
|
||||
@@ -713,6 +726,43 @@ export const tr = {
|
||||
},
|
||||
history: "Hareketler",
|
||||
noMovements: "Henüz hareket yok.",
|
||||
report: {
|
||||
title: "Dönemsel rapor",
|
||||
ranges: { "3": "3 ay", "6": "6 ay", "12": "12 ay", tum: "Tümü" },
|
||||
rangeLabel: "Dönem",
|
||||
period: (from: string, to: string) => `${from} – ${to}`,
|
||||
startValue: "Dönem başı değer",
|
||||
invested: "Yatırılan",
|
||||
endValue: "Dönem sonu değer",
|
||||
profit: "Dönem kâr/zararı",
|
||||
proceeds: "Satış geliri",
|
||||
giftIn: "Gelen hediye",
|
||||
giftOut: "Çıkan hediye",
|
||||
formula:
|
||||
"Kâr/zarar = dönem sonu değer + satış + çıkan hediye − dönem başı değer − yatırılan − gelen hediye.",
|
||||
value: "Güncel değer",
|
||||
cost: "Maliyet",
|
||||
chartLabel: "Aylık değer ve maliyet",
|
||||
table: "Tablo olarak göster",
|
||||
date: "Tarih",
|
||||
noPrice: "Fiyat yok",
|
||||
excluded: (n: number) => `${n} varlık fiyatı olmadığı için rapora katılmadı.`,
|
||||
empty: "Bu dönemde gösterilecek varlık yok.",
|
||||
},
|
||||
netWorth: {
|
||||
title: "Net varlık",
|
||||
description: "Hesaplar + birikim + alacaklar − borçlar (TL ve aynî).",
|
||||
accounts: "Hesap bakiyeleri",
|
||||
cardDebt: "Kart ve KMH borçları",
|
||||
assets: "Birikim (altın, döviz)",
|
||||
contactReceivable: "Cari alacaklar",
|
||||
contactPayable: "Cari borçlar",
|
||||
inKindReceivable: "Aynî alacaklar",
|
||||
inKindPayable: "Aynî borçlar",
|
||||
total: "Net varlık",
|
||||
missingPrice: (n: number) => `${n} kalemin fiyatı yok; toplama katılmadı.`,
|
||||
includesHidden: "Hane ayarı gereği diğer üyelerin gizli hesap bakiyeleri dahil.",
|
||||
},
|
||||
table: {
|
||||
date: "Tarih",
|
||||
kind: "Hareket",
|
||||
|
||||
@@ -1,5 +1,14 @@
|
||||
import { describe, expect, it } from "vitest";
|
||||
import { formatBp, holdingSummary, runMovements, type MovementInput } from "./portfolio";
|
||||
import {
|
||||
formatBp,
|
||||
holdingSummary,
|
||||
periodPoints,
|
||||
periodReport,
|
||||
runMovements,
|
||||
sumReports,
|
||||
type DatedMovement,
|
||||
type MovementInput,
|
||||
} from "./portfolio";
|
||||
|
||||
const buy = (quantity: number, amountMinor: number): MovementInput => ({
|
||||
kind: "buy",
|
||||
@@ -70,3 +79,67 @@ describe("ağırlıklı ortalama maliyet", () => {
|
||||
expect(formatBp(0)).toBe("%0");
|
||||
});
|
||||
});
|
||||
|
||||
describe("dönemsel rapor", () => {
|
||||
it("noktalar: başlangıç, ay sonları, bitiş", () => {
|
||||
expect(periodPoints("2026-05-06", "2026-08-15")).toEqual([
|
||||
"2026-05-06",
|
||||
"2026-05-31",
|
||||
"2026-06-30",
|
||||
"2026-07-31",
|
||||
"2026-08-15",
|
||||
]);
|
||||
expect(periodPoints("2026-05-31", "2026-06-30")).toEqual(["2026-05-31", "2026-06-30"]);
|
||||
});
|
||||
|
||||
// Örnek: 10 gr'ı 25.000'e aldım, her ay 1 gr ekledim; 6 ay sonra ne kazandım?
|
||||
const prices: Record<string, number> = {
|
||||
"2026-01-01": 2_500_00,
|
||||
"2026-02-01": 2_600_00,
|
||||
"2026-03-01": 2_700_00,
|
||||
"2026-07-01": 3_000_00,
|
||||
};
|
||||
const priceAt = (date: string) => {
|
||||
const keys = Object.keys(prices)
|
||||
.filter((k) => k <= date)
|
||||
.sort();
|
||||
return keys.length ? prices[keys.at(-1)!]! : null;
|
||||
};
|
||||
const ms: DatedMovement[] = [
|
||||
{ kind: "buy", date: "2026-01-01", quantity: 10_000, amountMinor: 25_000_00 },
|
||||
{ kind: "buy", date: "2026-02-01", quantity: 1_000, amountMinor: 2_600_00 },
|
||||
{ kind: "buy", date: "2026-03-01", quantity: 1_000, amountMinor: 2_700_00 },
|
||||
{ kind: "gift_out", date: "2026-07-01", quantity: 1_000, amountMinor: 0 },
|
||||
];
|
||||
|
||||
it("örnek senaryo: yatırılan, dönem sonu değer, kâr", () => {
|
||||
const r = periodReport(ms, priceAt, "2026-01-01", "2026-07-02");
|
||||
expect(r.startValueMinor).toBe(0);
|
||||
expect(r.investedMinor).toBe(30_300_00);
|
||||
// 11 gr × 3.000 = 33.000; çıkan 1 gr o günkü değeri 3.000
|
||||
expect(r.endValueMinor).toBe(33_000_00);
|
||||
expect(r.giftOutMinor).toBe(3_000_00);
|
||||
expect(r.profitMinor).toBe(5_700_00);
|
||||
expect(r.profitBp).toBe(1881);
|
||||
expect(r.points.map((p) => p.valueMinor)).toEqual([
|
||||
0, 25_000_00, 28_600_00, 32_400_00, 32_400_00, 32_400_00, 32_400_00, 33_000_00,
|
||||
]);
|
||||
});
|
||||
|
||||
it("başlangıçta eldeki değer dönem içi kârdan düşülür; fiyat yoksa null", () => {
|
||||
const r = periodReport(ms, priceAt, "2026-03-15", "2026-07-02");
|
||||
expect(r.startValueMinor).toBe(32_400_00);
|
||||
expect(r.investedMinor).toBe(0);
|
||||
expect(r.profitMinor).toBe(33_000_00 + 3_000_00 - 32_400_00);
|
||||
expect(periodReport(ms, () => null, "2026-01-01", "2026-07-02").profitMinor).toBeNull();
|
||||
});
|
||||
|
||||
it("toplam", () => {
|
||||
const a = periodReport(ms, priceAt, "2026-01-01", "2026-07-02");
|
||||
const t = sumReports([a, a], "2026-01-01", "2026-07-02");
|
||||
expect(t.investedMinor).toBe(60_600_00);
|
||||
expect(t.profitMinor).toBe(11_400_00);
|
||||
expect(t.points.at(-1)!.valueMinor).toBe(66_000_00);
|
||||
expect(sumReports([], "2026-01-01", "2026-01-31").points).toHaveLength(2);
|
||||
});
|
||||
});
|
||||
|
||||
@@ -1,4 +1,5 @@
|
||||
import { QUANTITY_SCALE } from "./quantity";
|
||||
import { addDays, addMonths } from "./recurrence";
|
||||
|
||||
/**
|
||||
* Varlık takibi hesap motoru (Bölüm 6.6): ağırlıklı ortalama maliyet, gerçekleşmiş ve
|
||||
@@ -144,3 +145,141 @@ export function formatBp(bp: number): string {
|
||||
const s = (Math.abs(bp) / 100).toLocaleString("tr-TR", { maximumFractionDigits: 2 });
|
||||
return `${bp < 0 ? "−" : bp > 0 ? "+" : ""}%${s}`;
|
||||
}
|
||||
|
||||
// --- Dönemsel rapor (Bölüm 6.6) ---
|
||||
|
||||
export type DatedMovement = MovementInput & { date: string };
|
||||
|
||||
/** Dönem noktaları: başlangıç, aradaki ay sonları ve bitiş ("YYYY-MM-DD", artan, tekil). */
|
||||
export function periodPoints(from: string, to: string): string[] {
|
||||
const out = [from];
|
||||
let monthEnd = addMonths(`${from.slice(0, 7)}-01`, 0, "last");
|
||||
while (monthEnd < to) {
|
||||
if (monthEnd > from) out.push(monthEnd);
|
||||
monthEnd = addMonths(addDays(monthEnd, 1), 0, "last");
|
||||
}
|
||||
if (to > from) out.push(to);
|
||||
return out;
|
||||
}
|
||||
|
||||
export type PeriodPoint = { date: string; valueMinor: number | null; costMinor: number };
|
||||
|
||||
export type PeriodReport = {
|
||||
from: string;
|
||||
to: string;
|
||||
/** Dönem başındaki (başlangıç gününden önceki hareketlerle) değer. */
|
||||
startValueMinor: number | null;
|
||||
endValueMinor: number | null;
|
||||
/** Dönemdeki alımlarda ödenen. */
|
||||
investedMinor: number;
|
||||
/** Dönemdeki satışlardan alınan. */
|
||||
proceedsMinor: number;
|
||||
/** Dönemde gelen hediyelerin girişteki değeri. */
|
||||
giftInMinor: number;
|
||||
/** Dönemde çıkan hediyelerin o günkü değeri (fiyat yoksa maliyeti). */
|
||||
giftOutMinor: number;
|
||||
/**
|
||||
* Dönem kârı: bitiş değeri + satış + çıkan hediye − başlangıç değeri − alım − gelen hediye.
|
||||
* Fiyat eksikse null.
|
||||
*/
|
||||
profitMinor: number | null;
|
||||
/** Kârın, dönemde bağlanan sermayeye (başlangıç + alım + gelen hediye) oranı (baz puan). */
|
||||
profitBp: number | null;
|
||||
points: PeriodPoint[];
|
||||
};
|
||||
|
||||
/**
|
||||
* Bir varlığın dönem raporu. `movements` kronolojik sıralı; `priceAt(date)` o tarihteki (veya
|
||||
* öncesindeki en yakın) değerleme fiyatı (alış), yoksa null.
|
||||
*/
|
||||
export function periodReport(
|
||||
movements: DatedMovement[],
|
||||
priceAt: (date: string) => number | null,
|
||||
from: string,
|
||||
to: string,
|
||||
): PeriodReport {
|
||||
const valueAt = (date: string, inclusive: boolean) => {
|
||||
const run = runMovements(movements.filter((m) => (inclusive ? m.date <= date : m.date < date)));
|
||||
const price = priceAt(date);
|
||||
return {
|
||||
run,
|
||||
value:
|
||||
run.quantity === 0
|
||||
? 0
|
||||
: price === null
|
||||
? null
|
||||
: Math.round((run.quantity * price) / QUANTITY_SCALE),
|
||||
};
|
||||
};
|
||||
const start = valueAt(from, false);
|
||||
const end = valueAt(to, true);
|
||||
const all = runMovements(movements);
|
||||
let invested = 0;
|
||||
let proceeds = 0;
|
||||
let giftIn = 0;
|
||||
let giftOut = 0;
|
||||
movements.forEach((m, i) => {
|
||||
if (m.date < from || m.date > to) return;
|
||||
if (m.kind === "buy") invested += m.amountMinor;
|
||||
else if (m.kind === "sell") proceeds += m.amountMinor;
|
||||
else if (m.kind === "gift_in") giftIn += m.amountMinor;
|
||||
else {
|
||||
const price = priceAt(m.date);
|
||||
giftOut +=
|
||||
price === null
|
||||
? all.steps[i]!.costOutMinor
|
||||
: Math.round((m.quantity * price) / QUANTITY_SCALE);
|
||||
}
|
||||
});
|
||||
const profitMinor =
|
||||
start.value === null || end.value === null
|
||||
? null
|
||||
: end.value + proceeds + giftOut - start.value - invested - giftIn;
|
||||
const base = (start.value ?? 0) + invested + giftIn;
|
||||
const points = periodPoints(from, to).map((date, i) => {
|
||||
const p = i === 0 ? start : valueAt(date, true);
|
||||
return { date, valueMinor: p.value, costMinor: p.run.costMinor };
|
||||
});
|
||||
return {
|
||||
from,
|
||||
to,
|
||||
startValueMinor: start.value,
|
||||
endValueMinor: end.value,
|
||||
investedMinor: invested,
|
||||
proceedsMinor: proceeds,
|
||||
giftInMinor: giftIn,
|
||||
giftOutMinor: giftOut,
|
||||
profitMinor,
|
||||
profitBp: profitMinor === null || base <= 0 ? null : Math.round((profitMinor * 10_000) / base),
|
||||
points,
|
||||
};
|
||||
}
|
||||
|
||||
/** Birden çok varlığın raporlarını toplar (noktalar aynı tarihlerde). Eksik fiyatlı değerler atlanır. */
|
||||
export function sumReports(reports: PeriodReport[], from: string, to: string): PeriodReport {
|
||||
const add = (a: number | null, b: number | null) => (a === null || b === null ? null : a + b);
|
||||
const points = periodPoints(from, to).map((date, i) => ({
|
||||
date,
|
||||
valueMinor: reports.reduce<number | null>((a, r) => add(a, r.points[i]?.valueMinor ?? null), 0),
|
||||
costMinor: reports.reduce((a, r) => a + (r.points[i]?.costMinor ?? 0), 0),
|
||||
}));
|
||||
const sum = (k: "investedMinor" | "proceedsMinor" | "giftInMinor" | "giftOutMinor") =>
|
||||
reports.reduce((a, r) => a + r[k], 0);
|
||||
const startValueMinor = reports.reduce<number | null>((a, r) => add(a, r.startValueMinor), 0);
|
||||
const endValueMinor = reports.reduce<number | null>((a, r) => add(a, r.endValueMinor), 0);
|
||||
const profitMinor = reports.reduce<number | null>((a, r) => add(a, r.profitMinor), 0);
|
||||
const base = (startValueMinor ?? 0) + sum("investedMinor") + sum("giftInMinor");
|
||||
return {
|
||||
from,
|
||||
to,
|
||||
startValueMinor,
|
||||
endValueMinor,
|
||||
investedMinor: sum("investedMinor"),
|
||||
proceedsMinor: sum("proceedsMinor"),
|
||||
giftInMinor: sum("giftInMinor"),
|
||||
giftOutMinor: sum("giftOutMinor"),
|
||||
profitMinor,
|
||||
profitBp: profitMinor === null || base <= 0 ? null : Math.round((profitMinor * 10_000) / base),
|
||||
points,
|
||||
};
|
||||
}
|
||||
|
||||
@@ -101,9 +101,15 @@ export const paymentFormSchema = z
|
||||
quantity: z.preprocess(emptyToNull, quantity.nullable()),
|
||||
amount: optionalMoney,
|
||||
accountId: z.preprocess(emptyToNull, objectId.nullable()),
|
||||
/** Aynı varlıkla ödemede bağlanacak varlık (Faz 9b): borçta varlıktan düşer, alacakta eklenir. */
|
||||
assetId: z.preprocess(emptyToNull, objectId.nullable()).default(null),
|
||||
note: z.string().trim().max(300).default(""),
|
||||
})
|
||||
.superRefine((x, ctx) => {
|
||||
if (x.assetId && x.method !== "asset")
|
||||
ctx.addIssue({ code: "custom", path: ["assetId"], message: k.assetOnlyWithAsset });
|
||||
if (x.assetId && x.amount)
|
||||
ctx.addIssue({ code: "custom", path: ["amount"], message: k.noAmountWithAsset });
|
||||
if (x.method === "asset" && x.quantity === null)
|
||||
ctx.addIssue({ code: "custom", path: ["quantity"], message: k.quantity });
|
||||
if (x.method === "cash") {
|
||||
|
||||
Reference in New Issue
Block a user