Added row actionns with delete

apps/dashboard-app/actions/notion/financial.ts

@@ -0,0 +1,282 @@
+'use server'
+
+import {queryAllNotionDatabase } from '@repo/notion/notion-client'
+import { format } from "date-fns";
+import { queryNotionDatabaseByDateRange } from "./notion";
+
+export const getDateSpecificFinancialSummary = async ({apiToken, transactionsDbId, startDate, endDate }:any) => {
+    const response = await queryNotionDatabaseByDateRange({apiToken,database_id: transactionsDbId,startDate,endDate})
+    let totalExpensesByType:any = {}
+    let totalExpensesByBudget:any = {}
+    let totalExpensesByExpenseType:any = []
+    let totalExpensesByBudgetType:any = [] 
+
+    let expenseTypes =  response.results.reduce((acc:any, item:any) => {
+        acc.add(item['Expense Type'][0])
+        acc.add(item['Old Expense Type'][0])
+        return acc
+    },new Set())
+
+    let monthlyBudgetTypes =  response.results.reduce((acc:any, item:any) => {
+        acc.add(item['Monthly Budget Name'][0])
+        acc.add(item['Old Monthly Budget Name'][0])
+        return acc
+    },new Set())
+
+    expenseTypes.forEach((type:any) => {
+        totalExpensesByType[type] = response.results.filter((item:any) => item['Expense Type'].includes(type) || item['Old Expense Type'].includes(type) ).reduce((acc:any, item:any) => { return acc += item.Cost},0)
+        totalExpensesByExpenseType.unshift({type,totalExpenses:totalExpensesByType[type]})
+        totalExpensesByExpenseType = totalExpensesByExpenseType.filter((item:any) => item.totalExpenses > 0)
+    })
+
+    monthlyBudgetTypes.forEach((type:any) => {
+        totalExpensesByBudget[type] = response.results.filter((item:any) => item['Monthly Budget Name'].includes(type) || item['Old Monthly Budget Name'].includes(type) ).reduce((acc:any, item:any) => { return acc += item.Cost},0)
+        totalExpensesByBudgetType.unshift({type,totalExpenses:totalExpensesByBudget[type]})
+        totalExpensesByBudgetType = totalExpensesByBudgetType.filter((item:any) => item.totalExpenses > 0)
+    })
+
+    let totalExpense = response.results.reduce((acc:any, item:any) => { return acc += item.Cost},0)
+
+    let summary = {totalExpensesByExpenseType,totalExpensesByBudgetType,totalExpense}
+    return summary;
+}
+
+const getLastKMonthsStartAndEndDates = async (k:number) => {
+    const currentDate = new Date();
+    const dates = [];
+
+    for (let i = 0; i < k; i++) {
+      const start = new Date(currentDate.getFullYear(), currentDate.getMonth() - i, 1);
+      const end = new Date(start.getFullYear(), start.getMonth() + 1, 0);
+
+      dates.push({
+        start: format(start,'yyyy-MM-dd'), // Format as YYYY-MM-DD
+        end: format(end, 'yyyy-MM-dd'), // Format as YYYY-MM-DD
+      });
+    }
+
+    return dates;
+  };
+
+
+export const getLastMonthsFinancialSummary = async ({apiToken, transactionsDbId,k}:any) => {
+    const lastMonthsDates = await getLastKMonthsStartAndEndDates(k);
+    let totalExpensesByMonth:any = []
+    let totalExpensesByExpenseType:any = {}
+
+    let expenseTypes = ['Living','Growth','Delight','Savings','Others']
+    for (const dateRange of lastMonthsDates) {
+        const startDate = dateRange.start;
+        const endDate = dateRange.end;
+        if (startDate && endDate) {
+            let currentMonth = format(new Date(startDate), "MMMyy")
+            const response = await queryNotionDatabaseByDateRange({apiToken,database_id: transactionsDbId,startDate,endDate})
+            let totalExpenses = response.results.reduce((acc:any, item:any) => {
+                return acc += item.Cost;
+            },0)
+            for (let expenseType of expenseTypes){
+                totalExpensesByExpenseType[expenseType] = response.results.filter((item:any) => item['Expense Type'].includes(expenseType) || item['Old Expense Type'].includes(expenseType) ).reduce((acc:any, item:any) => { return acc += item.Cost},0)  
+            }
+            totalExpensesByMonth.unshift({month:currentMonth, totalExpenses,...totalExpensesByExpenseType})
+        }
+    }
+    return totalExpensesByMonth;    
+}
+
+export const getAccountsSummary = async ({apiToken, accountsDbId}:any) => {
+    const response = await queryAllNotionDatabase({apiToken,database_id:accountsDbId,  filters: []})
+
+    let totalExpensesByType:any = {}
+    let totalExpensesByAssetType:any = []
+    let summary:any = {}
+
+    let assetTypes =  response.results.reduce((acc:any, item:any) => {
+        acc.add(item['Asset Type'])
+        return acc
+    },new Set())
+
+    let liquidityTypes =  response.results.reduce((acc:any, item:any) => {
+        acc.add(item['Liquidity Type'])
+        return acc
+    },new Set())
+
+    assetTypes.forEach((type:any) => {
+        totalExpensesByType[type] = response.results.filter((item:any) => item['Asset Type'] === type).reduce((acc:any, item:any) => { return acc += item.balance},0)
+        totalExpensesByAssetType.unshift({type,totalExpenses:totalExpensesByType[type]})
+    })
+
+    let totalExpensesByLiquidity:any = []
+
+    liquidityTypes.forEach((type:any) => {
+        totalExpensesByType[type] = response.results.filter((item:any) => item['Liquidity Type'] === type).reduce((acc:any, item:any) => { return acc += item.balance},0)
+        totalExpensesByLiquidity.unshift({type,totalExpenses:totalExpensesByType[type]})
+    })
+
+    totalExpensesByType = {}
+    let totalExpensesByName:any = []
+
+    for (let item of response.results){
+        totalExpensesByName.unshift({type:item.Name, totalExpenses:item.balance})
+    }
+
+    let totalBalance = response.results.reduce((acc:any, item:any) => { return acc += item.balance},0)
+
+    summary = {
+        totalExpensesByAssetType,
+        totalExpensesByLiquidity,
+        totalExpensesByName,
+        totalBalance
+    }
+
+    return summary;
+}
+
+export const getMonthlyBudgetSummary = async ({apiToken, budgetDbId}:any) => {
+    const response = await queryAllNotionDatabase({apiToken,database_id:budgetDbId,  filters: []})
+    const filteredResults = response.results.filter((item:any) => item['Currently Applicable'] === true )
+
+    let summary:any = {}
+    let monthlyBudgetByExpenseType:any = []
+    let monthlyBudgetByName:any = []
+
+    let expenseTypes = filteredResults.reduce((acc:any, item:any) => {
+        acc.add(item['Expense Type'])
+        return acc
+    },new Set())
+
+    const monthlyResults = filteredResults.filter((item:any) => item['Payment Schedule Type'] === 'Monthly')
+
+    let cost =0;
+    let expense=0;
+    expenseTypes.forEach((type:any) => {
+        cost = monthlyResults.filter((item:any) => item['Expense Type'] === type).reduce((acc:any, item:any) => { return acc += item.Cost},0)
+        expense = monthlyResults.filter((item:any) => item['Expense Type'] === type).filter((item:any)=>item['Current Month Transaction Sum']).reduce((acc:any, item:any) => { return acc += item['Current Month Transaction Sum']},0)
+        monthlyBudgetByExpenseType.unshift({type,cost,expense})
+    })
+
+
+    monthlyResults.forEach((item:any) => {
+        monthlyBudgetByName.unshift({type:item.Name,cost:item.Cost,expense:item['Current Month Transaction Sum']})
+    })
+
+    let monthlyBudget = monthlyResults.reduce((acc:any, item:any) => { return acc += item.Cost},0)
+    let monthlyExpense = monthlyResults.filter((item:any)=>item['Current Month Transaction Sum']).reduce((acc:any, item:any) => { return acc += item['Current Month Transaction Sum']},0)
+
+
+    summary = {
+        monthlyBudgetByExpenseType,
+        monthlyBudgetByName,
+        monthlyBudget,  
+        monthlyExpense,
+    }
+    return summary
+
+}
+
+export const getYearlyBudgetSummary = async ({apiToken, budgetDbId,transactionsDbId}:any) => {
+    const response = await queryAllNotionDatabase({apiToken,database_id:budgetDbId,  filters: []})
+    const filteredResults = response.results.filter((item:any) => item['Currently Applicable'] === true )
+
+    const endDate = format(new Date(), 'yyyy-MM-dd')
+    const startDate = format(new Date(new Date().getFullYear(),0,1), 'yyyy-MM-dd')
+    const transactionsResponseYearly = await queryNotionDatabaseByDateRange({apiToken,database_id: transactionsDbId,startDate:startDate,endDate:endDate})
+
+    let summary:any = {}
+    let yearlyBudgetByExpenseType:any = []
+    let yearlyBudgetByName:any = []
+
+    let expenseTypes = filteredResults.reduce((acc:any, item:any) => {
+        acc.add(item['Expense Type'])
+        return acc
+    },new Set())
+
+    const budgetYearlyResults = filteredResults.filter((item:any) => item['Payment Schedule Type'] === 'Yearly')
+    let transactionYearlyResults:any = []
+    budgetYearlyResults.forEach((item1:any) => {
+        let result = transactionsResponseYearly.results.filter((item2:any) => item1['Name'] === item2['Monthly Budget Name'][0] || item1['Name'] === item2['Old Monthly Budget Name'][0])
+       transactionYearlyResults.unshift(...result)
+    })
+
+    let cost =0;
+    let expense=0;
+    expenseTypes.forEach((type:any) => {
+        cost = budgetYearlyResults.filter((item:any) => item['Expense Type'] === type || item['Old Expense Type'] === type).reduce((acc:any, item:any) => { return acc += item.Cost},0)
+        expense = transactionYearlyResults.filter((item:any) => item['Expense Type'].includes(type) || item['Old Expense Type'].includes(type)).reduce((acc:any, item:any) => { return acc += item.Cost},0)
+        yearlyBudgetByExpenseType.unshift({type,cost,expense})
+    })
+
+    budgetYearlyResults.forEach((item:any) => {
+        yearlyBudgetByName.unshift({type:item.Name,cost:item.Cost,expense:transactionYearlyResults.filter((item2:any) => item['Name'] === item2['Monthly Budget Name'][0] || item['Name'] === item2['Old Monthly Budget Name'][0]).reduce((acc:any, item2:any) => { return acc += item2.Cost},0)})
+    })
+
+    let yearlyBudget = budgetYearlyResults.reduce((acc:any, item:any) => { return acc += item.Cost},0)
+
+    let yearlyExpense = transactionYearlyResults.reduce((acc:any, item:any) => { return acc += item.Cost},0)
+
+    summary = {
+        yearlyBudgetByExpenseType,
+        yearlyBudgetByName,
+        yearlyBudget,   
+        yearlyExpense
+    }
+
+    return summary
+}
+
+export const getPastMonthsBudgetSummary = async ({apiToken, budgetDbId,transactionsDbId,k}:any) => {
+    const lastMonthsDates = await getLastKMonthsStartAndEndDates(k);
+    let totalBudgetByMonth:any = []
+    let totalLivingBudgetByMonth:any = []
+    let totalDelightBudgetByMonth:any = []
+    let totalSavingsBudgetByMonth:any = []
+    let totalGrowthBudgetByMonth:any = []
+    let cost:any = {}
+    const response = await queryAllNotionDatabase({apiToken,database_id:budgetDbId,  filters: []})
+    const filteredResults = response.results
+    const monthlyResults = filteredResults.filter((item:any) => item['Payment Schedule Type'] === 'Monthly').filter((item:any) => item['Currently Applicable'] )
+    let totalLastMonthCosts = monthlyResults.reduce((acc:any, item:any) => { return acc += item.Cost},0)
+    let expenseTypes = ['Living','Growth','Delight','Savings']
+    expenseTypes.forEach((type:any) => {
+        cost[type] = monthlyResults.filter((item:any) => item['Expense Type'] === type).reduce((acc:any, item:any) => { return acc += item.Cost},0)
+    })
+
+
+    let totalLastMonthExpenses = 0
+    for (const dateRange of lastMonthsDates) {
+        const startDate = dateRange.start;
+        const endDate = dateRange.end;
+
+        if (startDate && endDate) {
+            let currentMonth = format(new Date(startDate), "MMMyy")
+            const response = await queryNotionDatabaseByDateRange({apiToken,database_id: transactionsDbId,startDate,endDate})
+            let totalExpenses = response.results.filter((item:any) => item.Cost).reduce((acc:any, item:any) => {
+                return acc += item.Cost;
+            },0)
+            let expense:any = {}
+            expenseTypes.forEach((type:any) => {
+                expense[type] = response.results.filter((item:any) => item['Expense Type'].includes(type) || item['Old Expense Type'].includes(type)).reduce((acc:any, item:any) => { return acc += item.Cost},0)
+
+            })
+
+            totalBudgetByMonth.unshift({month:currentMonth,cost:totalLastMonthCosts, expense:totalExpenses})
+            totalLivingBudgetByMonth.unshift({month:currentMonth,cost:cost['Living'], expense:expense['Living']})
+            totalGrowthBudgetByMonth.unshift({month:currentMonth,cost:cost['Growth'], expense:expense['Growth']})
+            totalDelightBudgetByMonth.unshift({month:currentMonth,cost:cost['Delight'], expense:expense['Delight']})
+            totalSavingsBudgetByMonth.unshift({month:currentMonth,cost:cost['Savings'], expense:expense['Savings']})
+            totalLastMonthExpenses += totalExpenses
+        }
+    }
+
+    let summary = {
+        totalBudgetByMonth,
+        totalLastMonthCosts,
+        totalLastMonthExpenses,
+        totalLivingBudgetByMonth,
+        totalDelightBudgetByMonth,
+        totalSavingsBudgetByMonth,
+        totalGrowthBudgetByMonth
+
+    }
+
+    return summary
+}