WealthySmart/backend/app/api/v1/endpoints/analytics.py

from datetime import datetime
from typing import Optional

from fastapi import APIRouter, Depends
from pydantic import BaseModel
from sqlalchemy import case
from sqlmodel import Session, func, select

from app.auth import get_current_user
from app.db import get_session
from app.models.models import Category, Transaction, TransactionType
from app.services.budget_projection import NOT_INSTALLMENT_ANCHOR, get_cycle_range
from app.timeutil import utcnow
from app.services.exchange_rate import get_converted_amount_expr

router = APIRouter(prefix="/analytics", tags=["analytics"])


class CategorySpending(BaseModel):
    category_id: Optional[int]
    category_name: str
    total: float
    count: int
    percentage: float


class MonthlyTrend(BaseModel):
    year: int
    month: int
    label: str
    total_crc: float
    total_usd: float
    count: int


class DailySpending(BaseModel):
    date: str
    total: float
    count: int


@router.get("/by-category", response_model=list[CategorySpending])
def spending_by_category(
    cycle_year: Optional[int] = None,
    cycle_month: Optional[int] = None,
    session: Session = Depends(get_session),
    _user: str = Depends(get_current_user),
):
    amount_crc = get_converted_amount_expr(session)

    query = (
        select(
            Transaction.category_id,
            func.sum(amount_crc).label("total"),
            func.count().label("count"),
        )
        .where(
            Transaction.transaction_type == TransactionType.COMPRA,
            NOT_INSTALLMENT_ANCHOR,
        )
        .group_by(Transaction.category_id)
    )

    if cycle_year and cycle_month:
        start, end = get_cycle_range(cycle_year, cycle_month)
        query = query.where(Transaction.date >= start, Transaction.date < end)

    rows = session.exec(query).all()

    grand_total = sum(r[1] for r in rows) or 1

    results = []
    for category_id, total, count in rows:
        cat_name = "Uncategorized"
        if category_id:
            cat = session.get(Category, category_id)
            if cat:
                cat_name = cat.name
        results.append(
            CategorySpending(
                category_id=category_id,
                category_name=cat_name,
                total=float(total),
                count=count,
                percentage=round(float(total) / grand_total * 100, 1),
            )
        )

    return sorted(results, key=lambda x: x.total, reverse=True)


@router.get("/monthly-trend", response_model=list[MonthlyTrend])
def monthly_trend(
    months: int = 6,
    session: Session = Depends(get_session),
    _user: str = Depends(get_current_user),
):
    """Monthly spending totals using billing cycle boundaries (18th-18th).

    total_crc includes all currencies converted to CRC at current rates.
    total_usd is the raw USD amount (unconverted) for display purposes.
    """
    amount_crc = get_converted_amount_expr(session)
    now = datetime.now()
    results = []
    month_names = [
        "", "Jan", "Feb", "Mar", "Apr", "May", "Jun",
        "Jul", "Aug", "Sep", "Oct", "Nov", "Dec",
    ]

    y, m = now.year, now.month
    for _ in range(months):
        start, end = get_cycle_range(y, m)

        row = session.exec(
            select(
                func.count(),
                func.coalesce(func.sum(amount_crc), 0),
                func.coalesce(
                    func.sum(
                        case(
                            (Transaction.currency == "USD", Transaction.amount),
                            else_=0,
                        )
                    ),
                    0,
                ),
            )
            .where(
                Transaction.transaction_type == TransactionType.COMPRA,
                Transaction.date >= start,
                Transaction.date < end,
                NOT_INSTALLMENT_ANCHOR,
            )
        ).first()

        count = row[0] if row else 0
        total_crc = float(row[1]) if row else 0.0
        total_usd = float(row[2]) if row else 0.0

        end_month = m + 1 if m < 12 else 1
        label = f"{month_names[m]} - {month_names[end_month]}"

        results.append(
            MonthlyTrend(
                year=y,
                month=m,
                label=label,
                total_crc=total_crc,
                total_usd=total_usd,
                count=count,
            )
        )

        # Previous month
        if m == 1:
            y, m = y - 1, 12
        else:
            m -= 1

    return list(reversed(results))


@router.get("/daily-spending", response_model=list[DailySpending])
def daily_spending(
    cycle_year: Optional[int] = None,
    cycle_month: Optional[int] = None,
    session: Session = Depends(get_session),
    _user: str = Depends(get_current_user),
):
    amount_crc = get_converted_amount_expr(session)

    query = (
        select(
            func.date(Transaction.date).label("day"),
            func.sum(amount_crc).label("total"),
            func.count().label("count"),
        )
        .where(
            Transaction.transaction_type == TransactionType.COMPRA,
            NOT_INSTALLMENT_ANCHOR,
            # Tasa Cero generates future-dated cuotas; daily spending is
            # about money already spent.
            Transaction.date <= utcnow(),
        )
        .group_by(func.date(Transaction.date))
        .order_by(func.date(Transaction.date))
    )

    if cycle_year and cycle_month:
        start, end = get_cycle_range(cycle_year, cycle_month)
        query = query.where(Transaction.date >= start, Transaction.date < end)

    rows = session.exec(query).all()
    return [
        DailySpending(date=str(day), total=float(total), count=count)
        for day, total, count in rows
    ]