MoneyMap/MoneyMap.Core/Models/Api/FinancialAuditModels.cs

namespace MoneyMap.Models.Api;

/// <summary>
/// Complete financial audit response for AI analysis.
/// </summary>
public class FinancialAuditResponse
{
    public DateTime GeneratedAt { get; set; }
    public DateTime PeriodStart { get; set; }
    public DateTime PeriodEnd { get; set; }

    public AuditSummary Summary { get; set; } = new();
    public List<BudgetStatusDto> Budgets { get; set; } = new();
    public List<CategorySpendingDto> SpendingByCategory { get; set; } = new();
    public List<MerchantSpendingDto> TopMerchants { get; set; } = new();
    public List<MonthlyTrendDto> MonthlyTrends { get; set; } = new();
    public List<AccountSummaryDto> Accounts { get; set; } = new();
    public List<AuditFlagDto> Flags { get; set; } = new();
    public List<TransactionDto>? Transactions { get; set; }
}

/// <summary>
/// High-level financial statistics for the audit period.
/// </summary>
public class AuditSummary
{
    public int TotalTransactions { get; set; }
    public decimal TotalIncome { get; set; }
    public decimal TotalExpenses { get; set; }
    public decimal NetCashFlow { get; set; }
    public decimal AverageDailySpend { get; set; }
    public int DaysInPeriod { get; set; }
    public int UncategorizedTransactions { get; set; }
    public decimal UncategorizedAmount { get; set; }
}

/// <summary>
/// Budget status with period information.
/// </summary>
public class BudgetStatusDto
{
    public int BudgetId { get; set; }
    public string Category { get; set; } = "";
    public string Period { get; set; } = "";
    public decimal Limit { get; set; }
    public decimal Spent { get; set; }
    public decimal Remaining { get; set; }
    public decimal PercentUsed { get; set; }
    public bool IsOverBudget { get; set; }
    public string PeriodRange { get; set; } = "";
}

/// <summary>
/// Spending breakdown by category with optional budget correlation.
/// </summary>
public class CategorySpendingDto
{
    public string Category { get; set; } = "";
    public decimal TotalSpent { get; set; }
    public int TransactionCount { get; set; }
    public decimal PercentOfTotal { get; set; }
    public decimal AverageTransaction { get; set; }
    public decimal? BudgetLimit { get; set; }
    public decimal? BudgetRemaining { get; set; }
    public bool? IsOverBudget { get; set; }
}

/// <summary>
/// Spending patterns by merchant.
/// </summary>
public class MerchantSpendingDto
{
    public string MerchantName { get; set; } = "";
    public string? Category { get; set; }
    public decimal TotalSpent { get; set; }
    public int TransactionCount { get; set; }
    public decimal AverageTransaction { get; set; }
    public DateTime FirstTransaction { get; set; }
    public DateTime LastTransaction { get; set; }
}

/// <summary>
/// Monthly income/expense/net trends.
/// </summary>
public class MonthlyTrendDto
{
    public string Month { get; set; } = "";
    public int Year { get; set; }
    public decimal Income { get; set; }
    public decimal Expenses { get; set; }
    public decimal NetCashFlow { get; set; }
    public int TransactionCount { get; set; }
    public Dictionary<string, decimal> TopCategories { get; set; } = new();
}

/// <summary>
/// Per-account transaction summary.
/// </summary>
public class AccountSummaryDto
{
    public int AccountId { get; set; }
    public string AccountName { get; set; } = "";
    public string Institution { get; set; } = "";
    public string AccountType { get; set; } = "";
    public int TransactionCount { get; set; }
    public decimal TotalDebits { get; set; }
    public decimal TotalCredits { get; set; }
    public decimal NetFlow { get; set; }
}

/// <summary>
/// AI-friendly flag highlighting potential issues or observations.
/// </summary>
public class AuditFlagDto
{
    public string Type { get; set; } = "";
    public string Severity { get; set; } = "";
    public string Message { get; set; } = "";
    public object? Details { get; set; }
}

/// <summary>
/// Simplified transaction for export.
/// </summary>
public class TransactionDto
{
    public long Id { get; set; }
    public DateTime Date { get; set; }
    public string Name { get; set; } = "";
    public string? Memo { get; set; }
    public decimal Amount { get; set; }
    public string? Category { get; set; }
    public string? MerchantName { get; set; }
    public string AccountName { get; set; } = "";
    public string? CardLabel { get; set; }
    public bool IsTransfer { get; set; }
}