feat(assets): dönemsel rapor, net varlık ve aynî kayıt bağlantısı

Co-Authored-By: Claude Opus 5.5 <noreply@anthropic.com>

src/features/assets/actions.ts

@@ -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,
+    })),
+  );
+}

src/features/assets/service.ts

@@ -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 };
+}