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

package service

import (
	"context"
	"errors"
	"strings"
	"time"

	"financeiro-carvalho/internal/model"
	"financeiro-carvalho/internal/repository"
)

var (
	ErrRecurringEmptyName         = errors.New("name is required")
	ErrRecurringInvalidAmount     = errors.New("expected_amount must be greater than zero")
	ErrRecurringInvalidDayOfMonth = errors.New("day_of_month must be between 1 and 31")
	ErrRecurringNotIncome         = errors.New("recurring item is not of type income")
)

type RecurringService struct {
	repo   repository.RecurringRepository
	txRepo repository.ManualTransactionRepository
}

func NewRecurringService(repo repository.RecurringRepository, txRepo repository.ManualTransactionRepository) *RecurringService {
	return &RecurringService{repo: repo, txRepo: txRepo}
}

func (s *RecurringService) List(ctx context.Context) ([]model.RecurringExpense, error) {
	items, err := s.repo.List(ctx)
	if items == nil {
		return []model.RecurringExpense{}, err
	}
	return items, err
}

func (s *RecurringService) Create(ctx context.Context, in model.RecurringInput) (*model.RecurringExpense, error) {
	if err := validateRecurringInput(in); err != nil {
		return nil, err
	}
	in.Name = strings.TrimSpace(in.Name)
	return s.repo.Create(ctx, in)
}

func (s *RecurringService) Update(ctx context.Context, id int, in model.RecurringInput) (*model.RecurringExpense, error) {
	if err := validateRecurringInput(in); err != nil {
		return nil, err
	}
	in.Name = strings.TrimSpace(in.Name)
	return s.repo.Update(ctx, id, in)
}

func (s *RecurringService) Delete(ctx context.Context, id int) error {
	return s.repo.Delete(ctx, id)
}

// MonthlyStatus checks which active recurring items are covered/ignored/late for the given month (YYYY-MM).
func (s *RecurringService) MonthlyStatus(ctx context.Context, month string) ([]model.RecurringStatus, error) {
	items, err := s.repo.List(ctx)
	if err != nil {
		return nil, err
	}

	var result []model.RecurringStatus
	for _, re := range items {
		if !re.Active {
			continue
		}

		txType := re.Type
		if txType == "" {
			txType = "expense"
		}

		if txType == "expense" {
			ignored, reason, err := s.repo.IsIgnored(ctx, re.ID, month)
			if err != nil {
				return nil, err
			}
			covered := false
			if !ignored {
				covered, err = s.txRepo.HasMatchingTransaction(ctx, re.CategoryID, month, re.ExpectedAmount, "expense")
				if err != nil {
					return nil, err
				}
			}
			result = append(result, model.RecurringStatus{
				RecurringExpense: re,
				Covered:          covered || ignored,
				Ignored:          ignored,
				Reason:           reason,
			})
		} else {
			// income type
			late, err := s.repo.IsLate(ctx, re.ID, month)
			if err != nil {
				return nil, err
			}
			covered, err := s.txRepo.HasMatchingTransaction(ctx, re.CategoryID, month, re.ExpectedAmount, "income")
			if err != nil {
				return nil, err
			}
			result = append(result, model.RecurringStatus{
				RecurringExpense: re,
				Covered:          covered,
				Late:             late,
			})
		}
	}
	return result, nil
}

// ConfirmIncome creates an income transaction confirming receipt of this recurring income.
func (s *RecurringService) ConfirmIncome(ctx context.Context, id int, month string) error {
	re, err := s.repo.GetByID(ctx, id)
	if err != nil {
		return err
	}
	if re.Type != "income" {
		return ErrRecurringNotIncome
	}
	today := time.Now().Format("2006-01-02")
	tx := model.Transaction{
		Date:        today,
		Amount:      re.ExpectedAmount,
		Description: re.Name,
		Type:        "income",
		CategoryID:  re.CategoryID,
	}
	_, err = s.txRepo.Create(ctx, tx)
	return err
}

func (s *RecurringService) MarkLate(ctx context.Context, id int, month string) error {
	re, err := s.repo.GetByID(ctx, id)
	if err != nil {
		return err
	}
	if re.Type != "income" {
		return ErrRecurringNotIncome
	}
	return s.repo.MarkLate(ctx, id, month)
}

func (s *RecurringService) Ignore(ctx context.Context, id int, month, reason string) error {
	return s.repo.Ignore(ctx, id, month, reason)
}

func (s *RecurringService) Unignore(ctx context.Context, id int, month string) error {
	return s.repo.Unignore(ctx, id, month)
}

func validateRecurringInput(in model.RecurringInput) error {
	if strings.TrimSpace(in.Name) == "" {
		return ErrRecurringEmptyName
	}
	if in.ExpectedAmount <= 0 {
		return ErrRecurringInvalidAmount
	}
	if in.DayOfMonth < 1 || in.DayOfMonth > 31 {
		return ErrRecurringInvalidDayOfMonth
	}
	return nil
}