using Microsoft.EntityFrameworkCore;
using ROLAC.API.Data;
using ROLAC.API.DTOs.Finance;
using ROLAC.API.Entities;
namespace ROLAC.API.Services;
///
/// Read-only aggregation over Givings + Expenses for the Finance Dashboard.
/// Expense scope is Paid+Approved everywhere (decided with the user); income is Givings only.
///
public class FinanceDashboardService : IFinanceDashboardService
{
private readonly AppDbContext _db;
public FinanceDashboardService(AppDbContext db) => _db = db;
// Paid+Approved expenses, optionally bounded by ExpenseDate. Shared by the
// income/expense pie and the breakdown so the filter is identical in both.
private IQueryable PaidApproved(DateOnly? from, DateOnly? to)
{
var q = _db.Expenses.Where(e => e.Status == "Paid" || e.Status == "Approved");
if (from.HasValue) q = q.Where(e => e.ExpenseDate >= from.Value);
if (to.HasValue) q = q.Where(e => e.ExpenseDate <= to.Value);
return q;
}
public async Task GetSummaryAsync()
{
var income = await _db.Givings.SumAsync(g => (decimal?)g.Amount) ?? 0m;
var expense = await PaidApproved(null, null).SumAsync(e => (decimal?)e.Amount) ?? 0m;
return new FinanceSummaryDto
{
TotalIncome = income,
TotalExpenses = expense,
Balance = income - expense,
};
}
public async Task GetIncomeExpenseAsync(DateOnly? from, DateOnly? to)
{
var giving = _db.Givings.AsQueryable();
if (from.HasValue) giving = giving.Where(g => g.GivingDate >= from.Value);
if (to.HasValue) giving = giving.Where(g => g.GivingDate <= to.Value);
return new IncomeExpenseDto
{
Income = await giving.SumAsync(g => (decimal?)g.Amount) ?? 0m,
Expense = await PaidApproved(from, to).SumAsync(e => (decimal?)e.Amount) ?? 0m,
};
}
public async Task> GetExpenseBreakdownAsync(
DateOnly? from, DateOnly? to, int? ministryId, int? categoryGroupId)
{
var q = PaidApproved(from, to);
if (ministryId.HasValue) q = q.Where(e => e.MinistryId == ministryId.Value);
// Lines belonging to the scoped (Paid+Approved, optionally ministry-filtered) expenses.
var scopedLines = from l in _db.ExpenseLines
join e in q on l.ExpenseId equals e.Id
select l;
// Group by the deepest level whose parent id is supplied. Category levels aggregate
// over LINES (line amounts); the ministry level uses the header total to avoid
// double-counting a multi-line expense across its lines.
List<(int Id, decimal Amount)> grouped;
if (categoryGroupId.HasValue)
grouped = (await scopedLines.Where(l => l.CategoryGroupId == categoryGroupId.Value)
.GroupBy(l => l.SubCategoryId)
.Select(g => new { Id = g.Key, Amount = g.Sum(x => x.Amount) }).ToListAsync())
.Select(x => (x.Id, x.Amount)).ToList();
else if (ministryId.HasValue)
grouped = (await scopedLines.GroupBy(l => l.CategoryGroupId)
.Select(g => new { Id = g.Key, Amount = g.Sum(x => x.Amount) }).ToListAsync())
.Select(x => (x.Id, x.Amount)).ToList();
else
grouped = (await q.GroupBy(e => e.MinistryId)
.Select(g => new { Id = g.Key, Amount = g.Sum(x => x.Amount) }).ToListAsync())
.Select(x => (x.Id, x.Amount)).ToList();
var ids = grouped.Select(x => x.Id).ToHashSet();
Dictionary names = categoryGroupId.HasValue
? await _db.ExpenseSubCategories.Where(s => ids.Contains(s.Id))
.ToDictionaryAsync(s => s.Id, s => (s.Name_en, s.Name_zh))
: ministryId.HasValue
? await _db.ExpenseCategoryGroups.Where(g => ids.Contains(g.Id))
.ToDictionaryAsync(g => g.Id, g => (g.Name_en, g.Name_zh))
: await _db.Ministries.Where(m => ids.Contains(m.Id))
.ToDictionaryAsync(m => m.Id, m => (m.Name_en, m.Name_zh));
return grouped.Select(x =>
{
names.TryGetValue(x.Id, out var n);
return new BreakdownSliceDto { Id = x.Id, Name_en = n.En ?? "", Name_zh = n.Zh, Amount = x.Amount };
}).OrderByDescending(s => s.Amount).ToList();
}
}