carvalho-finances/apps/api/internal/service/dashboard.go

package service

import (
	"context"

	"financeiro-carvalho/internal/model"
)

type DashboardRepo interface {
	MonthlySummary(ctx context.Context, month string) (income, expenses float64, err error)
	TotalTaxes(ctx context.Context, month string) (float64, error)
	ByCategory(ctx context.Context, month string) ([]model.CategoryTotal, error)
	MonthlyEvolution(ctx context.Context, month string) ([]model.MonthEvolution, error)
	RecentTransactions(ctx context.Context, month string) ([]model.RecentTransaction, error)
}

type PatrimonySource interface {
	TotalPatrimony(ctx context.Context) (float64, error)
}

type DashboardService struct {
	repo           DashboardRepo
	recurrSvc      *RecurringService
	patrimony      PatrimonySource
	billSvc        *CreditBillService
	pendingBillSvc *PendingBillService
	settingsSvc    *SettingsService
}

func NewDashboardService(repo DashboardRepo, recurrSvc *RecurringService, patrimony PatrimonySource, billSvc *CreditBillService, pendingBillSvc *PendingBillService, settingsSvc *SettingsService) *DashboardService {
	return &DashboardService{repo: repo, recurrSvc: recurrSvc, patrimony: patrimony, billSvc: billSvc, pendingBillSvc: pendingBillSvc, settingsSvc: settingsSvc}
}

func (s *DashboardService) Get(ctx context.Context, month string) (*model.DashboardData, error) {
	income, expenses, err := s.repo.MonthlySummary(ctx, month)
	if err != nil {
		return nil, err
	}

	taxes, err := s.repo.TotalTaxes(ctx, month)
	if err != nil {
		return nil, err
	}

	byCategory, err := s.repo.ByCategory(ctx, month)
	if err != nil {
		return nil, err
	}

	evolution, err := s.repo.MonthlyEvolution(ctx, month)
	if err != nil {
		return nil, err
	}

	recent, err := s.repo.RecentTransactions(ctx, month)
	if err != nil {
		return nil, err
	}

	// savings_pct uses net income (gross - taxes) as denominator (Option B)
	var savingsPct float64
	netIncome := income - taxes
	if netIncome > 0 {
		savingsPct = (income - expenses) / netIncome * 100
	}

	statuses, err := s.recurrSvc.MonthlyStatus(ctx, month)
	if err != nil {
		return nil, err
	}
	pending := 0
	var pendingIncome []model.PendingIncome
	for _, st := range statuses {
		if st.Type == "income" {
			if !st.Covered {
				pendingIncome = append(pendingIncome, model.PendingIncome{
					ID:             st.ID,
					Name:           st.Name,
					ExpectedAmount: st.ExpectedAmount,
					DayOfMonth:     st.DayOfMonth,
					Late:           st.Late,
				})
			}
		} else {
			if !st.Covered {
				pending++
			}
		}
	}
	if pendingIncome == nil {
		pendingIncome = []model.PendingIncome{}
	}

	if byCategory == nil {
		byCategory = []model.CategoryTotal{}
	}
	if evolution == nil {
		evolution = []model.MonthEvolution{}
	}
	if recent == nil {
		recent = []model.RecentTransaction{}
	}

	patrimony, err := s.patrimony.TotalPatrimony(ctx)
	if err != nil {
		return nil, err
	}

	currentBills, _ := s.billSvc.currentBillsForDashboard(ctx)
	if currentBills == nil {
		currentBills = []model.CreditBill{}
	}

	pendingBillImports, _ := s.pendingBillSvc.List(ctx)
	if pendingBillImports == nil {
		pendingBillImports = []model.PendingBillImport{}
	}

	settings, _ := s.settingsSvc.Get(ctx)
	goalPct := 40.0
	if settings != nil {
		goalPct = settings.SavingsGoalPct
	}

	return &model.DashboardData{
		Month:                   month,
		TotalIncome:             income,
		TotalExpenses:           expenses,
		SavingsPct:              savingsPct,
		SavingsGoalPct:          goalPct,
		TotalPatrimony:          patrimony,
		ByCategory:              byCategory,
		MonthlyEvolution:        evolution,
		RecentTransactions:      recent,
		PendingRecurring:        pending,
		PendingIncomeRecurrings: pendingIncome,
		CurrentBills:            currentBills,
		PendingBillImports:      pendingBillImports,
	}, nil
}