import { NextRequest, NextResponse } from "next/server"; import { getCurrentUser } from "@/lib/auth"; import { queryRaw } from "@/lib/db"; import { OWNER_SCOPE, STATEMENTS_JOIN, EFFECTIVE_CATEGORY, EXCLUDE_NON_SPEND, EXCLUDE_RECONCILED_SOURCE, NET_SPEND_ROWS, SPEND_SIGNED, mySplitOf, toDateStr, } from "@/lib/analytics-sql"; export async function GET(req: NextRequest) { const user = await getCurrentUser(req); if (!user) return NextResponse.json({ error: "Unauthorized" }, { status: 403 }); const { searchParams } = new URL(req.url); const monthCount = Math.min(Math.max(Number(searchParams.get("months") || "6"), 1), 24); const now = new Date(); const endDate = new Date(now.getFullYear(), now.getMonth() + 1, 1); const startDate = new Date(now.getFullYear(), now.getMonth() - monthCount + 1, 1); const startStr = toDateStr(startDate); const endStr = toDateStr(endDate); // Expenses: debits excluding transfers and investments, split-adjusted const spendRows = await queryRaw<{ month: string; category: string; total_spent: number; transaction_count: number; }>( `SELECT TO_CHAR(DATE_TRUNC('month', t.transaction_date::date), 'YYYY-MM') as month, ${EFFECTIVE_CATEGORY} as category, -- 4dp so the month total is summed from unrounded parts; every consumer -- rounds for display. See the note in /api/analytics/daily. SUM(${mySplitOf(SPEND_SIGNED)})::numeric(14,4) as total_spent, COUNT(*)::int as transaction_count FROM transactions t LEFT JOIN transaction_overrides o ON o.transaction_id = t.id LEFT JOIN transaction_splits ts ON ts.transaction_id = t.id AND ts.participant_id = $1 ${STATEMENTS_JOIN} WHERE ${OWNER_SCOPE} = $1 AND ${NET_SPEND_ROWS} AND ${EXCLUDE_NON_SPEND} AND ${EXCLUDE_RECONCILED_SOURCE} AND t.transaction_date >= $2 AND t.transaction_date < $3 GROUP BY 1, 2 ORDER BY 1 DESC, total_spent DESC`, [user.id, startStr, endStr] ); // Income: credits/payments categorised as income const incomeRows = await queryRaw<{ month: string; total_income: number; transaction_count: number; }>( `SELECT TO_CHAR(DATE_TRUNC('month', t.transaction_date::date), 'YYYY-MM') as month, SUM(COALESCE(t.amount_aud, t.amount))::numeric(12,2) as total_income, COUNT(*)::int as transaction_count FROM transactions t LEFT JOIN transaction_overrides o ON o.transaction_id = t.id ${STATEMENTS_JOIN} WHERE ${OWNER_SCOPE} = $1 AND t.transaction_type IN ('credit', 'payment') AND ${EFFECTIVE_CATEGORY} = 'income' AND ${EXCLUDE_RECONCILED_SOURCE} AND t.transaction_date >= $2 AND t.transaction_date < $3 GROUP BY 1 ORDER BY 1 DESC`, [user.id, startStr, endStr] ); // Investments: any transaction categorised as investment const investmentRows = await queryRaw<{ month: string; total_invested: number; transaction_count: number; }>( `SELECT TO_CHAR(DATE_TRUNC('month', t.transaction_date::date), 'YYYY-MM') as month, SUM(COALESCE(t.amount_aud, t.amount))::numeric(12,2) as total_invested, COUNT(*)::int as transaction_count FROM transactions t LEFT JOIN transaction_overrides o ON o.transaction_id = t.id ${STATEMENTS_JOIN} WHERE ${OWNER_SCOPE} = $1 AND ${EFFECTIVE_CATEGORY} = 'investment' AND ${EXCLUDE_RECONCILED_SOURCE} AND t.transaction_date >= $2 AND t.transaction_date < $3 GROUP BY 1 ORDER BY 1 DESC`, [user.id, startStr, endStr] ); // Build month list (most recent first) const months: string[] = []; for (let i = monthCount - 1; i >= 0; i--) { const d = new Date(now.getFullYear(), now.getMonth() - i, 1); months.push(`${d.getFullYear()}-${String(d.getMonth() + 1).padStart(2, "0")}`); } months.reverse(); const spendMap = new Map(); const countMap = new Map(); const incomeMap = new Map(); const investMap = new Map(); for (const r of spendRows) { spendMap.set(`${r.category}:${r.month}`, Number(r.total_spent)); countMap.set(`${r.category}:${r.month}`, r.transaction_count); } for (const r of incomeRows) incomeMap.set(r.month, Number(r.total_income)); for (const r of investmentRows) investMap.set(r.month, Number(r.total_invested)); const allCategories = new Set(); for (const r of spendRows) allCategories.add(r.category); const rows = Array.from(allCategories) .sort() .map((cat) => { const spent: Record = {}; const txCount: Record = {}; for (const m of months) { const s = spendMap.get(`${cat}:${m}`); const c = countMap.get(`${cat}:${m}`); if (s !== undefined) spent[m] = s; if (c !== undefined) txCount[m] = c; } return { category: cat, spent, txCount }; }); const totals: Record = {}; for (const m of months) { let spent = 0; for (const row of rows) spent += row.spent[m] || 0; const income = incomeMap.get(m) || 0; const investments = investMap.get(m) || 0; totals[m] = { spent: Math.round(spent * 100) / 100, income: Math.round(income * 100) / 100, investments: Math.round(investments * 100) / 100, net: Math.round((income - spent - investments) * 100) / 100, }; } return NextResponse.json({ months, rows, income: Object.fromEntries(incomeMap), investments: Object.fromEntries(investMap), totals }); }