MoneyMap/MoneyMap.Core/Services/DashboardService.cs

using Microsoft.EntityFrameworkCore;
using MoneyMap.Data;
using MoneyMap.Models.Dashboard;

namespace MoneyMap.Services
{
    /// <summary>
    /// Service for retrieving dashboard data.
    /// </summary>
    public interface IDashboardService
    {
        Task<DashboardData> GetDashboardDataAsync(int topCategoriesCount = 8, int recentTransactionsCount = 20);
    }

    public class DashboardService : IDashboardService
    {
        private readonly IDashboardStatsCalculator _statsCalculator;
        private readonly ITopCategoriesProvider _topCategoriesProvider;
        private readonly IRecentTransactionsProvider _recentTransactionsProvider;
        private readonly ISpendTrendsProvider _spendTrendsProvider;

        public DashboardService(
            IDashboardStatsCalculator statsCalculator,
            ITopCategoriesProvider topCategoriesProvider,
            IRecentTransactionsProvider recentTransactionsProvider,
            ISpendTrendsProvider spendTrendsProvider)
        {
            _statsCalculator = statsCalculator;
            _topCategoriesProvider = topCategoriesProvider;
            _recentTransactionsProvider = recentTransactionsProvider;
            _spendTrendsProvider = spendTrendsProvider;
        }

        public async Task<DashboardData> GetDashboardDataAsync(int topCategoriesCount = 8, int recentTransactionsCount = 20)
        {
            var stats = await _statsCalculator.CalculateAsync();
            var topCategories = await _topCategoriesProvider.GetTopCategoriesAsync(topCategoriesCount);
            var recent = await _recentTransactionsProvider.GetRecentTransactionsAsync(recentTransactionsCount);
            var trends = await _spendTrendsProvider.GetDailyTrendsAsync(30);

            return new DashboardData
            {
                Stats = stats,
                TopCategories = topCategories,
                RecentTransactions = recent,
                Trends = trends
            };
        }
    }

    /// <summary>
    /// Calculates dashboard statistics.
    /// </summary>
    public interface IDashboardStatsCalculator
    {
        Task<DashboardStats> CalculateAsync();
    }

    public class DashboardStatsCalculator : IDashboardStatsCalculator
    {
        private readonly MoneyMapContext _db;

        public DashboardStatsCalculator(MoneyMapContext db)
        {
            _db = db;
        }

        public async Task<DashboardStats> CalculateAsync()
        {
            var transactionStats = await GetTransactionStatsAsync();
            var receiptsCount = await _db.Receipts.CountAsync();
            var cardsCount = await _db.Cards.CountAsync();

            return new DashboardStats(
                transactionStats.Total,
                transactionStats.Credits,
                transactionStats.Debits,
                transactionStats.Uncategorized,
                receiptsCount,
                cardsCount
            );
        }

        private async Task<TransactionStatsInternal> GetTransactionStatsAsync()
        {
            var stats = await _db.Transactions
                .GroupBy(_ => 1)
                .Select(g => new TransactionStatsInternal
                {
                    Total = g.Count(),
                    Credits = g.Count(t => t.Amount > 0),
                    Debits = g.Count(t => t.Amount < 0),
                    Uncategorized = g.Count(t => t.Category == null || t.Category == "")
                })
                .FirstOrDefaultAsync();

            return stats ?? new TransactionStatsInternal();
        }

        private class TransactionStatsInternal
        {
            public int Total { get; set; }
            public int Credits { get; set; }
            public int Debits { get; set; }
            public int Uncategorized { get; set; }
        }
    }

    /// <summary>
    /// Provides top spending categories.
    /// </summary>
    public interface ITopCategoriesProvider
    {
        Task<List<TopCategoryRow>> GetTopCategoriesAsync(int count = 8, int lastDays = 90);
    }

    public class TopCategoriesProvider : ITopCategoriesProvider
    {
        private readonly MoneyMapContext _db;

        public TopCategoriesProvider(MoneyMapContext db)
        {
            _db = db;
        }

        public async Task<List<TopCategoryRow>> GetTopCategoriesAsync(int count = 8, int lastDays = 90)
        {
            var since = DateTime.UtcNow.Date.AddDays(-lastDays);

            var expenseTransactions = await _db.Transactions
                .Where(t => t.Date >= since && t.Amount < 0)
                .ExcludeTransfers()
                .ToListAsync();

            var totalSpend = expenseTransactions.Sum(t => -t.Amount);

            var topCategories = expenseTransactions
                .GroupBy(t => t.Category ?? "")
                .Select(g => new TopCategoryRow
                {
                    Category = g.Key,
                    TotalSpend = g.Sum(x => -x.Amount),
                    Count = g.Count(),
                    PercentageOfTotal = totalSpend > 0 ? (g.Sum(x => -x.Amount) / totalSpend) * 100 : 0,
                    AveragePerTransaction = g.Count() > 0 ? g.Sum(x => -x.Amount) / g.Count() : 0
                })
                .OrderByDescending(x => x.TotalSpend)
                .Take(count)
                .ToList();

            return topCategories;
        }
    }

    /// <summary>
    /// Provides recent transactions.
    /// </summary>
    public interface IRecentTransactionsProvider
    {
        Task<List<RecentTransactionRow>> GetRecentTransactionsAsync(int count = 20);
    }

    public class RecentTransactionsProvider : IRecentTransactionsProvider
    {
        private readonly MoneyMapContext _db;

        public RecentTransactionsProvider(MoneyMapContext db)
        {
            _db = db;
        }

        public async Task<List<RecentTransactionRow>> GetRecentTransactionsAsync(int count = 20)
        {
            return await _db.Transactions
                .Include(t => t.Card)
                .OrderByDescending(t => t.Date)
                .ThenByDescending(t => t.Id)
                .Select(t => new RecentTransactionRow
                {
                    Id = t.Id,
                    Date = t.Date,
                    Name = t.Name,
                    Memo = t.Memo,
                    Amount = t.Amount,
                    Category = t.Category ?? "",
                    CardLabel = t.PaymentMethodLabel,
                    ReceiptCount = t.Receipts.Count()
                })
                .Take(count)
                .AsNoTracking()
                .ToListAsync();
        }
    }

    /// <summary>
    /// Provides spending trends over time.
    /// </summary>
    public interface ISpendTrendsProvider
    {
        Task<SpendTrends> GetDailyTrendsAsync(int lastDays = 30);
    }

    public class SpendTrendsProvider : ISpendTrendsProvider
    {
        private readonly MoneyMapContext _db;

        public SpendTrendsProvider(MoneyMapContext db)
        {
            _db = db;
        }

        public async Task<SpendTrends> GetDailyTrendsAsync(int lastDays = 30)
        {
            var today = DateTime.UtcNow.Date;
            var since = today.AddDays(-(lastDays - 1));

            var raw = await _db.Transactions
                .Where(t => t.Date >= since)
                .ExcludeTransfers()
                .GroupBy(t => t.Date.Date)
                .Select(g => new
                {
                    Date = g.Key,
                    Debits = g.Where(t => t.Amount < 0).Sum(t => t.Amount),
                    Credits = g.Where(t => t.Amount > 0).Sum(t => t.Amount)
                })
                .ToListAsync();

            var dict = raw.ToDictionary(x => x.Date, x => x);
            var labels = new List<string>();
            var debitsAbs = new List<decimal>();
            var credits = new List<decimal>();
            var net = new List<decimal>();
            var runningBalance = new List<decimal>();
            decimal cumulative = 0;

            for (var d = since; d <= today; d = d.AddDays(1))
            {
                labels.Add(d.ToString("MMM d"));
                if (dict.TryGetValue(d, out var v))
                {
                    var debit = v.Debits;
                    var credit = v.Credits;
                    debitsAbs.Add(Math.Abs(debit));
                    credits.Add(credit);
                    net.Add(credit + debit);
                    cumulative += credit + debit;
                }
                else
                {
                    debitsAbs.Add(0);
                    credits.Add(0);
                    net.Add(0);
                }
                runningBalance.Add(cumulative);
            }

            return new SpendTrends
            {
                Labels = labels,
                DebitsAbs = debitsAbs,
                Credits = credits,
                Net = net,
                RunningBalance = runningBalance
            };
        }
    }
}