butcem/src/features/reports/service.ts

import "server-only";
import { Types } from "mongoose";
import { incomePlan } from "@/features/budgets/plan";
import {
  budgetFor,
  expenseAmounts,
  settingsOf,
  type BudgetLineView,
  type BudgetView,
  type Settings,
} from "@/features/budgets/service";
import { loadContext, userNames, type Ctx } from "@/features/transactions/service";
import { tr } from "@/i18n/tr";
import { TransactionModel } from "@/models/transaction";
import type { AccountType } from "@/shared/accounts";
import type { IconKey, Swatch } from "@/shared/appearance";
import { budgetPeriod, periodOfDate, shiftMonth } from "@/shared/budget";
import { istanbulDayStart, todayIstanbul } from "@/shared/dates";
import { categoryBreakdown, savingsRate, sharePct, type CategoryBreakdown } from "@/shared/reports";

/**
 * Raporlar (Bölüm 6.14). Okuma: viewer. "Ay" bütçe ayıdır (hane ayarı); gider kuralları bütçeyle
 * aynı: gerçekleşmiş işlemler, bölünmüş işlemler kalem bazında, taksit modu ve başkasının
 * "yalnızca ben" hesabındaki giderler hane ayarına göre (yalnızca tutar). Başkasının gizli
 * hesabı hesap raporunda hiç görünmez.
 */

const DAY_MS = 86_400_000;
export const ORPHAN = "__none__";

export type Base = { ctx: Ctx; s: Settings; today: string; currentMonth: string };

export async function base(userId: string, householdId: string): Promise<Base | null> {
  const ctx = await loadContext(userId, householdId, "viewer");
  if (!ctx) return null;
  const s = await settingsOf(ctx.m.householdId);
  const today = todayIstanbul();
  return { ctx, s, today, currentMonth: periodOfDate(today, s.startDay) };
}

/** Kategori bazında gerçekleşen gider (kendi tutarı); kategorisiz/bilinmeyen tek satırda. */
export async function actualByCategory(b: Base, month: string) {
  const { from, to } = budgetPeriod(month, b.s.startDay);
  const amounts = await expenseAmounts(b.ctx, b.s, from, to);
  const out = new Map<string, number>();
  for (const [id, a] of amounts) {
    const v = a.fixedMinor + a.variableMinor;
    if (!v) continue;
    const known = id && b.ctx.categoryMap.get(id)?.kind === "expense";
    const key = known ? id : ORPHAN;
    out.set(key, (out.get(key) ?? 0) + v);
  }
  return out;
}

export type MonthInfo = {
  month: string;
  from: string;
  to: string;
  current: boolean;
  currentMonth: string;
};

export const monthInfo = (b: Base, month: string): MonthInfo => ({
  month,
  ...budgetPeriod(month, b.s.startDay),
  current: month === b.currentMonth,
  currentMonth: b.currentMonth,
});

// --- Kategori dağılımı ---

export type CategoryReport = MonthInfo & {
  previous: string;
  breakdown: CategoryBreakdown;
  appearance: Record<string, { icon: IconKey; color: Swatch; path: string }>;
  includesHidden: boolean;
};

export async function getCategoryReport(
  userId: string,
  householdId: string,
  month?: string,
): Promise<CategoryReport | null> {
  const b = await base(userId, householdId);
  if (!b) return null;
  const m = month ?? b.currentMonth;
  const prev = shiftMonth(m, -1);
  const [current, previous] = await Promise.all([
    actualByCategory(b, m),
    actualByCategory(b, prev),
  ]);
  const cats = b.ctx.flatCategories
    .filter((c) => c.kind === "expense")
    .map((c) => ({ id: c.id, parentId: c.parentId, name: c.name, order: c.order }));
  cats.push({ id: ORPHAN, parentId: null, name: tr.reports.uncategorized, order: 1e9 });
  const appearance: CategoryReport["appearance"] = {
    [ORPHAN]: { icon: "tag", color: "slate", path: tr.reports.uncategorized },
  };
  for (const c of b.ctx.categoryMap.values())
    if (c.kind === "expense")
      appearance[String(c.id)] = { icon: c.icon, color: c.color, path: c.path };
  return {
    ...monthInfo(b, m),
    previous: prev,
    breakdown: categoryBreakdown(cats, current, previous),
    appearance,
    includesHidden: b.s.includePrivate && b.ctx.hiddenAccountIds.length > 0,
  };
}

// --- Aylık trend ---

export type TrendRow = {
  month: string;
  incomeMinor: number;
  expenseMinor: number;
  netMinor: number;
  savingsPct: number | null;
};

export type TrendReport = {
  months: TrendRow[];
  totals: {
    incomeMinor: number;
    expenseMinor: number;
    netMinor: number;
    savingsPct: number | null;
  };
  currentMonth: string;
};

/** Son `count` bütçe ayı (içinde bulunulan dahil): gerçekleşen gelir, gider, net, tasarruf oranı. */
export async function getTrendReport(
  userId: string,
  householdId: string,
  count = 12,
): Promise<TrendReport | null> {
  const b = await base(userId, householdId);
  if (!b) return null;
  const months = Array.from({ length: count }, (_, i) => shiftMonth(b.currentMonth, i - count + 1));
  const rows = await Promise.all(
    months.map(async (month) => {
      const [income, expense] = await Promise.all([
        incomePlan(b.ctx, b.s, month),
        actualByCategory(b, month),
      ]);
      const incomeMinor = income.actualMinor;
      const expenseMinor = [...expense.values()].reduce((a, v) => a + v, 0);
      return {
        month,
        incomeMinor,
        expenseMinor,
        netMinor: incomeMinor - expenseMinor,
        savingsPct: savingsRate(incomeMinor, expenseMinor),
      };
    }),
  );
  const incomeMinor = rows.reduce((a, r) => a + r.incomeMinor, 0);
  const expenseMinor = rows.reduce((a, r) => a + r.expenseMinor, 0);
  return {
    months: rows,
    totals: {
      incomeMinor,
      expenseMinor,
      netMinor: incomeMinor - expenseMinor,
      savingsPct: savingsRate(incomeMinor, expenseMinor),
    },
    currentMonth: b.currentMonth,
  };
}

// --- Kişi ve hesap bazlı ---

export type PersonRow = {
  userId: string;
  name: string;
  expenseMinor: number;
  count: number;
  sharePct: number;
};

export type AccountRow = {
  id: string;
  name: string;
  type: AccountType;
  archived: boolean;
  incomeMinor: number;
  expenseMinor: number;
  transferInMinor: number;
  transferOutMinor: number;
  netMinor: number;
  count: number;
};

export type PeopleAccountsReport = MonthInfo & {
  people: PersonRow[];
  peopleTotalMinor: number;
  accounts: AccountRow[];
  includesHidden: boolean;
};

type TxLean = {
  type: "income" | "expense" | "transfer";
  amountMinor: number;
  accountId: Types.ObjectId | null;
  toAccountId: Types.ObjectId | null;
  createdBy: Types.ObjectId;
};

export async function getPeopleAccountsReport(
  userId: string,
  householdId: string,
  month?: string,
): Promise<PeopleAccountsReport | null> {
  const b = await base(userId, householdId);
  if (!b) return null;
  const m = month ?? b.currentMonth;
  const info = monthInfo(b, m);
  const docs = await TransactionModel.find({
    householdId: b.ctx.m.householdId,
    deletedAt: null,
    status: "posted",
    date: {
      $gte: istanbulDayStart(info.from)!,
      $lt: new Date(istanbulDayStart(info.to)!.getTime() + DAY_MS),
    },
  })
    .select({ type: 1, amountMinor: 1, accountId: 1, toAccountId: 1, createdBy: 1 })
    .lean<TxLean[]>();
  const hidden = new Set(b.ctx.hiddenAccountIds.map(String));

  // Kişi: kaydı giren üye; gizli hesap giderleri hane ayarına göre (yalnızca tutar).
  const people = new Map<string, { expense: number; count: number }>();
  for (const d of docs) {
    if (d.type !== "expense") continue;
    if (d.accountId && hidden.has(String(d.accountId)) && !b.s.includePrivate) continue;
    const key = String(d.createdBy);
    const p = people.get(key) ?? { expense: 0, count: 0 };
    p.expense += d.amountMinor;
    p.count++;
    people.set(key, p);
  }
  const names = await userNames([...people.keys()].map((id) => new Types.ObjectId(id)));
  const peopleTotal = [...people.values()].reduce((a, p) => a + p.expense, 0);

  // Hesap: başkasının gizli hesabı hiç görünmez.
  const acc = new Map<string, Omit<AccountRow, "id" | "name" | "type" | "archived" | "netMinor">>();
  const bump = (
    id: Types.ObjectId | null,
    k: "incomeMinor" | "expenseMinor" | "transferInMinor" | "transferOutMinor",
    v: number,
  ) => {
    if (!id || hidden.has(String(id))) return;
    const key = String(id);
    const row = acc.get(key) ?? {
      incomeMinor: 0,
      expenseMinor: 0,
      transferInMinor: 0,
      transferOutMinor: 0,
      count: 0,
    };
    row[k] += v;
    row.count++;
    acc.set(key, row);
  };
  for (const d of docs) {
    if (d.type === "income") bump(d.accountId, "incomeMinor", d.amountMinor);
    else if (d.type === "expense") bump(d.accountId, "expenseMinor", d.amountMinor);
    else {
      bump(d.accountId, "transferOutMinor", d.amountMinor);
      bump(d.toAccountId, "transferInMinor", d.amountMinor);
    }
  }
  const accounts: AccountRow[] = [];
  for (const a of b.ctx.accountMap.values()) {
    if (a.hidden) continue;
    const row = acc.get(String(a.id));
    if (!row && a.archived) continue;
    const r = row ?? {
      incomeMinor: 0,
      expenseMinor: 0,
      transferInMinor: 0,
      transferOutMinor: 0,
      count: 0,
    };
    accounts.push({
      id: String(a.id),
      name: a.name,
      type: a.type,
      archived: a.archived,
      ...r,
      netMinor: r.incomeMinor + r.transferInMinor - r.expenseMinor - r.transferOutMinor,
    });
  }
  accounts.sort((x, y) => y.count - x.count || x.name.localeCompare(y.name, "tr"));

  return {
    ...info,
    people: [...people.entries()]
      .map(([id, p]) => ({
        userId: id,
        name: names.get(id) ?? "—",
        expenseMinor: p.expense,
        count: p.count,
        sharePct: sharePct(p.expense, peopleTotal),
      }))
      .sort((x, y) => y.expenseMinor - x.expenseMinor),
    peopleTotalMinor: peopleTotal,
    accounts,
    includesHidden: b.s.includePrivate && b.ctx.hiddenAccountIds.length > 0,
  };
}

// --- Bütçe vs. gerçekleşen ---

export type BudgetHistoryRow = {
  month: string;
  limitMinor: number | null;
  actualMinor: number;
  ratioBp: number | null;
};

export type BudgetReport = MonthInfo & {
  budget: BudgetView;
  lines: BudgetLineView[];
  history: BudgetHistoryRow[];
};

/** Seçilen ayın kategori bazında bütçe/gerçekleşen tablosu ve son 6 ayın toplamları. */
export async function getBudgetReport(
  userId: string,
  householdId: string,
  month?: string,
): Promise<BudgetReport | null> {
  const b = await base(userId, householdId);
  if (!b) return null;
  const m = month ?? b.currentMonth;
  const months = Array.from({ length: 6 }, (_, i) => shiftMonth(m, i - 5));
  const budgets = await Promise.all(months.map((x) => budgetFor(b.ctx, b.s, x)));
  const budget = budgets.at(-1)!;
  return {
    ...monthInfo(b, m),
    budget,
    lines: budget.lines,
    history: budgets.map((x) => ({
      month: x.month,
      limitMinor: x.hasBudget ? x.totals.limitMinor : null,
      actualMinor: x.totals.actualMinor,
      ratioBp: x.hasBudget ? x.totals.ratioBp : null,
    })),
  };
}