family_budget/backend/src/services/analytics.ts

import { pool } from '../db/pool';
import type {
  AnalyticsSummaryResponse,
  TopCategory,
  ByCategoryItem,
  TimeseriesItem,
  Granularity,
} from '@family-budget/shared';

interface BaseParams {
  from: string;
  to: string;
  accountId?: number;
  onlyConfirmed?: boolean;
}

function buildBaseConditions(
  params: BaseParams,
  startIdx: number,
): { conditions: string[]; values: unknown[]; nextIdx: number } {
  const conditions: string[] = [];
  const values: unknown[] = [];
  let idx = startIdx;

  conditions.push(`t.operation_at >= $${idx}::date`);
  values.push(params.from);
  idx++;

  conditions.push(`t.operation_at < ($${idx}::date + 1)`);
  values.push(params.to);
  idx++;

  if (params.accountId != null) {
    conditions.push(`t.account_id = $${idx}`);
    values.push(params.accountId);
    idx++;
  }
  if (params.onlyConfirmed) {
    conditions.push('t.is_category_confirmed = TRUE');
  }

  return { conditions, values, nextIdx: idx };
}

export async function getSummary(params: BaseParams): Promise<AnalyticsSummaryResponse> {
  const { conditions, values } = buildBaseConditions(params, 1);
  const where = 'WHERE ' + conditions.join(' AND ');

  const totalsResult = await pool.query(
    `WITH investment_ref AS (
       SELECT (
         SELECT id
         FROM categories
         WHERE name = 'Инвестиции' AND type = 'transfer'
         ORDER BY id ASC
         LIMIT 1
       ) AS investment_category_id
     )
     SELECT
       COALESCE(SUM(
         CASE
           WHEN (t.direction = 'expense' OR (t.direction = 'transfer' AND t.amount_signed < 0))
             AND (
               ir.investment_category_id IS NULL
               OR t.category_id IS DISTINCT FROM ir.investment_category_id
             )
             THEN ABS(t.amount_signed) + t.commission
           ELSE 0
         END
       ), 0)::bigint AS total_expense,
       COALESCE(SUM(
         CASE
           WHEN t.direction = 'income'
             AND (
               ir.investment_category_id IS NULL
               OR t.category_id IS DISTINCT FROM ir.investment_category_id
             )
             THEN t.amount_signed + t.commission
           ELSE 0
         END
       ), 0)::bigint AS total_income,
       COALESCE(SUM(
         CASE
           WHEN t.amount_signed < 0
             AND ir.investment_category_id IS NOT NULL
             AND t.category_id = ir.investment_category_id
             THEN ABS(t.amount_signed) + t.commission
           ELSE 0
         END
       ), 0)::bigint AS investment_outflow,
       COALESCE(SUM(
         CASE
           WHEN t.amount_signed > 0
             AND ir.investment_category_id IS NOT NULL
             AND t.category_id = ir.investment_category_id
             THEN t.amount_signed + t.commission
           ELSE 0
         END
       ), 0)::bigint AS investment_income_excluded
     FROM transactions t
     CROSS JOIN investment_ref ir
     ${where}`,
    values,
  );

  const totalExpense = Number(totalsResult.rows[0].total_expense);
  const totalIncome = Number(totalsResult.rows[0].total_income);
  const investmentOutflow = Number(totalsResult.rows[0].investment_outflow);
  const investmentIncomeExcluded = Number(totalsResult.rows[0].investment_income_excluded);

  const topResult = await pool.query(
    `WITH investment_ref AS (
       SELECT (
         SELECT id
         FROM categories
         WHERE name = 'Инвестиции' AND type = 'transfer'
         ORDER BY id ASC
         LIMIT 1
       ) AS investment_category_id
     )
     SELECT
       COALESCE(t.category_id, 0)::bigint AS category_id,
       COALESCE(c.name, 'Без категории') AS category_name,
       SUM(ABS(t.amount_signed) + t.commission)::bigint AS amount
     FROM transactions t
     CROSS JOIN investment_ref ir
     LEFT JOIN categories c ON c.id = t.category_id
     ${where}
       AND (t.direction = 'expense' OR (t.direction = 'transfer' AND t.amount_signed < 0))
       AND (
         ir.investment_category_id IS NULL
         OR t.category_id IS DISTINCT FROM ir.investment_category_id
       )
     GROUP BY COALESCE(t.category_id, 0), COALESCE(c.name, 'Без категории')
     ORDER BY amount DESC
     LIMIT 5`,
    values,
  );

  const topCategories: TopCategory[] = topResult.rows.map((r) => ({
    categoryId: Number(r.category_id),
    categoryName: r.category_name,
    amount: Number(r.amount),
    share: totalExpense > 0 ? Number(r.amount) / totalExpense : 0,
  }));

  return {
    totalExpense,
    totalIncome,
    net: totalIncome - totalExpense,
    investmentOutflow,
    investmentIncomeExcluded,
    topCategories,
  };
}

export async function getByCategory(params: BaseParams): Promise<ByCategoryItem[]> {
  const { conditions, values } = buildBaseConditions(params, 1);
  const where = 'WHERE ' + conditions.join(' AND ');

  const totalResult = await pool.query(
    `WITH investment_ref AS (
       SELECT (
         SELECT id
         FROM categories
         WHERE name = 'Инвестиции' AND type = 'transfer'
         ORDER BY id ASC
         LIMIT 1
       ) AS investment_category_id
     )
     SELECT COALESCE(SUM(ABS(t.amount_signed) + t.commission), 0)::bigint AS total
     FROM transactions t
     CROSS JOIN investment_ref ir
     ${where}
       AND (t.direction = 'expense' OR (t.direction = 'transfer' AND t.amount_signed < 0))
       AND (
         ir.investment_category_id IS NULL
         OR t.category_id IS DISTINCT FROM ir.investment_category_id
       )`,
    values,
  );
  const total = Number(totalResult.rows[0].total);

  const { rows } = await pool.query(
    `WITH investment_ref AS (
       SELECT (
         SELECT id
         FROM categories
         WHERE name = 'Инвестиции' AND type = 'transfer'
         ORDER BY id ASC
         LIMIT 1
       ) AS investment_category_id
     )
     SELECT
       COALESCE(t.category_id, 0)::bigint AS category_id,
       COALESCE(c.name, 'Без категории') AS category_name,
       SUM(ABS(t.amount_signed) + t.commission)::bigint AS amount,
       COUNT(*)::int AS tx_count
     FROM transactions t
     CROSS JOIN investment_ref ir
     LEFT JOIN categories c ON c.id = t.category_id
     ${where}
       AND (t.direction = 'expense' OR (t.direction = 'transfer' AND t.amount_signed < 0))
       AND (
         ir.investment_category_id IS NULL
         OR t.category_id IS DISTINCT FROM ir.investment_category_id
       )
     GROUP BY COALESCE(t.category_id, 0), COALESCE(c.name, 'Без категории')
     ORDER BY amount DESC`,
    values,
  );

  return rows.map((r) => ({
    categoryId: r.category_id != null ? Number(r.category_id) : 0,
    categoryName: r.category_name ?? 'Без категории',
    amount: Number(r.amount),
    txCount: r.tx_count,
    share: total > 0 ? Number(r.amount) / total : 0,
  }));
}

export async function getTimeseries(
  params: BaseParams & { categoryId?: number; granularity: Granularity },
): Promise<TimeseriesItem[]> {
  let truncExpr: string;
  let intervalStr: string;
  let periodEndExpr: string;

  switch (params.granularity) {
    case 'day':
      truncExpr = `$1::date`;
      intervalStr = '1 day';
      periodEndExpr = 'gs::date';
      break;
    case 'week':
      truncExpr = `date_trunc('week', $1::date)::date`;
      intervalStr = '1 week';
      periodEndExpr = "(gs + interval '6 days')::date";
      break;
    case 'month':
      truncExpr = `date_trunc('month', $1::date)::date`;
      intervalStr = '1 month';
      periodEndExpr = "(gs + interval '1 month' - interval '1 day')::date";
      break;
  }

  const txConditions: string[] = [
    't.operation_at::date >= p.period_start',
    't.operation_at::date <= p.period_end',
  ];
  const values: unknown[] = [params.from, params.to];
  let idx = 3;

  if (params.accountId != null) {
    txConditions.push(`t.account_id = $${idx++}`);
    values.push(params.accountId);
  }
  if (params.categoryId != null) {
    txConditions.push(`t.category_id = $${idx++}`);
    values.push(params.categoryId);
  }
  if (params.onlyConfirmed) {
    txConditions.push('t.is_category_confirmed = TRUE');
  }

  const txWhere = txConditions.join(' AND ');

  const { rows } = await pool.query(
    `WITH periods AS (
       SELECT
         gs::date AS period_start,
         ${periodEndExpr} AS period_end
       FROM generate_series(${truncExpr}, $2::date, '${intervalStr}'::interval) gs
     ),
     investment_ref AS (
       SELECT (
         SELECT id
         FROM categories
         WHERE name = 'Инвестиции' AND type = 'transfer'
         ORDER BY id ASC
         LIMIT 1
       ) AS investment_category_id
     )
     SELECT
       p.period_start,
       p.period_end,
       COALESCE(SUM(
         CASE
           WHEN (t.direction = 'expense' OR (t.direction = 'transfer' AND t.amount_signed < 0))
             AND (
               ir.investment_category_id IS NULL
               OR t.category_id IS DISTINCT FROM ir.investment_category_id
             )
             THEN ABS(t.amount_signed) + t.commission
           ELSE 0
         END
       ), 0)::bigint AS expense_amount,
       COALESCE(SUM(
         CASE
           WHEN t.direction = 'income'
             AND (
               ir.investment_category_id IS NULL
               OR t.category_id IS DISTINCT FROM ir.investment_category_id
             )
             THEN t.amount_signed + t.commission
           ELSE 0
         END
       ), 0)::bigint AS income_amount,
       COALESCE(SUM(
         CASE
           WHEN t.amount_signed < 0
             AND ir.investment_category_id IS NOT NULL
             AND t.category_id = ir.investment_category_id
             THEN ABS(t.amount_signed) + t.commission
           ELSE 0
         END
       ), 0)::bigint AS investment_outflow
     FROM periods p
     CROSS JOIN investment_ref ir
     LEFT JOIN transactions t ON ${txWhere}
     GROUP BY p.period_start, p.period_end
     ORDER BY p.period_start`,
    values,
  );

  return rows.map((r) => ({
    periodStart: r.period_start.toISOString().slice(0, 10),
    periodEnd: r.period_end.toISOString().slice(0, 10),
    expenseAmount: Number(r.expense_amount),
    incomeAmount: Number(r.income_amount),
    investmentOutflow: Number(r.investment_outflow),
  }));
}