feat(#21): contas bancárias e patrimônio consolidado

CRUD de contas (corrente/poupança/investimento/cartão) com saldo calculado automaticamente. account_id nullable em transactions. Widget patrimônio no dashboard. Tela /contas. Seletor de conta nas transações manuais. Co-Authored-By: Claude Sonnet 4.6 <[email protected]>
2026-05-26 21:34:56 -03:00
parent fbcb1d76aa
commit 9a964423fd
21 changed files with 667 additions and 24 deletions
@@ -0,0 +1,70 @@
+package service
+
+import (
+	"context"
+	"errors"
+
+	"financeiro-carvalho/internal/model"
+)
+
+var (
+	ErrAccountEmptyName   = errors.New("account name cannot be empty")
+	ErrAccountInvalidType = errors.New("account type must be checking, savings, investment, or credit")
+)
+
+var validAccountTypes = map[string]bool{
+	"checking": true, "savings": true, "investment": true, "credit": true,
+}
+
+type AccountRepo interface {
+	List(ctx context.Context) ([]model.Account, error)
+	GetByID(ctx context.Context, id int) (*model.Account, error)
+	Create(ctx context.Context, in model.AccountInput) (*model.Account, error)
+	Update(ctx context.Context, id int, in model.AccountInput) (*model.Account, error)
+	Delete(ctx context.Context, id int) error
+	TotalPatrimony(ctx context.Context) (float64, error)
+}
+
+type AccountService struct {
+	repo AccountRepo
+}
+
+func NewAccountService(repo AccountRepo) *AccountService {
+	return &AccountService{repo: repo}
+}
+
+func (s *AccountService) validate(in model.AccountInput) error {
+	if in.Name == "" {
+		return ErrAccountEmptyName
+	}
+	if !validAccountTypes[in.Type] {
+		return ErrAccountInvalidType
+	}
+	return nil
+}
+
+func (s *AccountService) List(ctx context.Context) ([]model.Account, error) {
+	return s.repo.List(ctx)
+}
+
+func (s *AccountService) Create(ctx context.Context, in model.AccountInput) (*model.Account, error) {
+	if err := s.validate(in); err != nil {
+		return nil, err
+	}
+	return s.repo.Create(ctx, in)
+}
+
+func (s *AccountService) Update(ctx context.Context, id int, in model.AccountInput) (*model.Account, error) {
+	if err := s.validate(in); err != nil {
+		return nil, err
+	}
+	return s.repo.Update(ctx, id, in)
+}
+
+func (s *AccountService) Delete(ctx context.Context, id int) error {
+	return s.repo.Delete(ctx, id)
+}
+
+func (s *AccountService) TotalPatrimony(ctx context.Context) (float64, error) {
+	return s.repo.TotalPatrimony(ctx)
+}
@@ -0,0 +1,68 @@
+package service_test
+
+import (
+	"context"
+	"testing"
+
+	"financeiro-carvalho/internal/model"
+	"financeiro-carvalho/internal/service"
+)
+
+type mockAccountRepo struct {
+	items []model.Account
+}
+
+func (m *mockAccountRepo) List(_ context.Context) ([]model.Account, error) { return m.items, nil }
+func (m *mockAccountRepo) GetByID(_ context.Context, id int) (*model.Account, error) {
+	for _, a := range m.items {
+		if a.ID == id {
+			cp := a
+			return &cp, nil
+		}
+	}
+	return nil, nil
+}
+func (m *mockAccountRepo) Create(_ context.Context, in model.AccountInput) (*model.Account, error) {
+	a := model.Account{ID: len(m.items) + 1, Name: in.Name, Type: in.Type, InitialBalance: in.InitialBalance, Balance: in.InitialBalance}
+	m.items = append(m.items, a)
+	return &a, nil
+}
+func (m *mockAccountRepo) Update(_ context.Context, id int, in model.AccountInput) (*model.Account, error) {
+	for i, a := range m.items {
+		if a.ID == id {
+			m.items[i].Name = in.Name
+			cp := m.items[i]
+			return &cp, nil
+		}
+	}
+	return nil, nil
+}
+func (m *mockAccountRepo) Delete(_ context.Context, _ int) error       { return nil }
+func (m *mockAccountRepo) TotalPatrimony(_ context.Context) (float64, error) { return 0, nil }
+
+func TestCreateAccount_EmptyName(t *testing.T) {
+	svc := service.NewAccountService(&mockAccountRepo{})
+	_, err := svc.Create(context.Background(), model.AccountInput{Name: "", Type: "checking", InitialBalance: 0})
+	if err != service.ErrAccountEmptyName {
+		t.Fatalf("expected ErrAccountEmptyName, got %v", err)
+	}
+}
+
+func TestCreateAccount_InvalidType(t *testing.T) {
+	svc := service.NewAccountService(&mockAccountRepo{})
+	_, err := svc.Create(context.Background(), model.AccountInput{Name: "Nubank", Type: "bitcoin"})
+	if err != service.ErrAccountInvalidType {
+		t.Fatalf("expected ErrAccountInvalidType, got %v", err)
+	}
+}
+
+func TestCreateAccount_OK(t *testing.T) {
+	svc := service.NewAccountService(&mockAccountRepo{})
+	a, err := svc.Create(context.Background(), model.AccountInput{Name: "Nubank", Type: "checking", InitialBalance: 1000})
+	if err != nil {
+		t.Fatal(err)
+	}
+	if a.Name != "Nubank" || a.Balance != 1000 {
+		t.Errorf("unexpected account: %+v", a)
+	}
+}
@@ -13,13 +13,18 @@ type DashboardRepo interface {
 	RecentTransactions(ctx context.Context, month string) ([]model.RecentTransaction, error)
 }

-type DashboardService struct {
-	repo      DashboardRepo
-	recurrSvc *RecurringService
+type PatrimonySource interface {
+	TotalPatrimony(ctx context.Context) (float64, error)
 }

-func NewDashboardService(repo DashboardRepo, recurrSvc *RecurringService) *DashboardService {
-	return &DashboardService{repo: repo, recurrSvc: recurrSvc}
+type DashboardService struct {
+	repo       DashboardRepo
+	recurrSvc  *RecurringService
+	patrimony  PatrimonySource
+}
+
+func NewDashboardService(repo DashboardRepo, recurrSvc *RecurringService, patrimony PatrimonySource) *DashboardService {
+	return &DashboardService{repo: repo, recurrSvc: recurrSvc, patrimony: patrimony}
 }

 func (s *DashboardService) Get(ctx context.Context, month string) (*model.DashboardData, error) {
@@ -69,11 +74,17 @@ func (s *DashboardService) Get(ctx context.Context, month string) (*model.Dashbo
 		recent = []model.RecentTransaction{}
 	}

+	patrimony, err := s.patrimony.TotalPatrimony(ctx)
+	if err != nil {
+		return nil, err
+	}
+
 	return &model.DashboardData{
 		Month:              month,
 		TotalIncome:        income,
 		TotalExpenses:      expenses,
 		SavingsPct:         savingsPct,
+		TotalPatrimony:     patrimony,
 		ByCategory:         byCategory,
 		MonthlyEvolution:   evolution,
 		RecentTransactions: recent,
@@ -26,9 +26,13 @@ func (m *mockDashboardRepo) RecentTransactions(_ context.Context, _ string) ([]m
 	return nil, nil
 }

+type mockPatrimony struct{}
+
+func (m *mockPatrimony) TotalPatrimony(_ context.Context) (float64, error) { return 0, nil }
+
 func newDashboardSvc(income, expenses float64) *service.DashboardService {
 	recurrSvc := service.NewRecurringService(newMockRecurring(nil), &mockTxRepo{})
-	return service.NewDashboardService(&mockDashboardRepo{income: income, expenses: expenses}, recurrSvc)
+	return service.NewDashboardService(&mockDashboardRepo{income: income, expenses: expenses}, recurrSvc, &mockPatrimony{})
 }

 func TestDashboard_SavingsPct_40(t *testing.T) {