@fayz-ai/plugin-financial 0.9.0 → 0.9.1

package/src/store.ts

@@ -1,329 +0,0 @@
-import { createStore, type StoreApi } from 'zustand/vanilla'
-import { dedup } from '@fayz-ai/saas'
-import { toast } from '@fayz-ai/ui'
-import type { FinancialDataProvider } from './data/types'
-import type {
-  Invoice, FinancialMovement, BankAccount, CashSession,
-  PaymentMethod, PaymentMethodType, CardTransaction,
-  FinancialSummary, StatementResult,
-  InvoiceQuery, MovementQuery, StatementQuery,
-  CreateInvoiceInput, PayMovementInput, CreateTransferInput,
-  OpenCashSessionInput, CloseCashSessionInput,
-  QuickTransactionInput,
-  DateRange,
-} from './types'
-
-// ---------------------------------------------------------------------------
-// Store state
-// ---------------------------------------------------------------------------
-
-export interface FinancialUIState {
-  // Data cache
-  invoices: Invoice[]
-  invoicesTotal: number
-  invoicesLoading: boolean
-  invoiceQuery: InvoiceQuery
-
-  movements: FinancialMovement[]
-  movementsTotal: number
-  movementsLoading: boolean
-
-  bankAccounts: BankAccount[]
-  bankAccountsLoading: boolean
-
-  cashSessions: CashSession[]
-  cashSessionsLoading: boolean
-
-  paymentMethods: PaymentMethod[]
-  paymentMethodTypes: PaymentMethodType[]
-
-  summary: FinancialSummary | null
-  summaryLoading: boolean
-
-  statement: StatementResult | null
-  statementLoading: boolean
-  statementQuery: StatementQuery | null
-
-  cardTransactions: CardTransaction[]
-  cardsLoading: boolean
-
-  // Actions
-  fetchSummary(dateRange?: DateRange): Promise<void>
-  fetchInvoices(query: InvoiceQuery): Promise<void>
-  fetchBankAccounts(): Promise<void>
-  fetchCashSessions(bankAccountId?: string): Promise<void>
-  fetchPaymentMethods(): Promise<void>
-  fetchStatement(query: StatementQuery): Promise<void>
-  fetchCardTransactions(dateRange?: DateRange): Promise<void>
-  createInvoice(input: CreateInvoiceInput): Promise<Invoice>
-  /** FAY-1225 "log money in a few taps": one call → the right provider plumbing + full surface refresh. */
-  createQuickTransaction(input: QuickTransactionInput): Promise<void>
-  payMovement(input: PayMovementInput): Promise<void>
-  createTransfer(input: CreateTransferInput): Promise<void>
-  cancelInvoice(invoiceId: string): Promise<void>
-  openCashSession(input: OpenCashSessionInput): Promise<CashSession>
-  closeCashSession(input: CloseCashSessionInput): Promise<CashSession>
-}
-
-// ---------------------------------------------------------------------------
-// Store factory
-// ---------------------------------------------------------------------------
-
-export function createFinancialStore(provider: FinancialDataProvider): StoreApi<FinancialUIState> {
-  return createStore<FinancialUIState>((set, get) => ({
-    invoices: [],
-    invoicesTotal: 0,
-    invoicesLoading: false,
-    invoiceQuery: {},
-
-    movements: [],
-    movementsTotal: 0,
-    movementsLoading: false,
-
-    bankAccounts: [],
-    bankAccountsLoading: false,
-
-    cashSessions: [],
-    cashSessionsLoading: false,
-
-    paymentMethods: [],
-    paymentMethodTypes: [],
-
-    summary: null,
-    summaryLoading: false,
-
-    statement: null,
-    statementLoading: false,
-    statementQuery: null,
-
-    cardTransactions: [],
-    cardsLoading: false,
-
-    async fetchSummary(dateRange) {
-      return dedup('fin:summary', async () => {
-        set({ summaryLoading: true })
-        const summary = await provider.getSummary(dateRange)
-        set({ summary, summaryLoading: false })
-      })
-    },
-
-    async fetchInvoices(query) {
-      return dedup('fin:invoices:' + JSON.stringify(query), async () => {
-        set({ invoicesLoading: true, invoiceQuery: query })
-        const result = await provider.getInvoices(query)
-        set({ invoices: result.data, invoicesTotal: result.total, invoicesLoading: false })
-      })
-    },
-
-    async fetchBankAccounts() {
-      return dedup('fin:bankAccounts', async () => {
-        set({ bankAccountsLoading: true })
-        const bankAccounts = await provider.getBankAccounts()
-        set({ bankAccounts, bankAccountsLoading: false })
-      })
-    },
-
-    async fetchCashSessions(bankAccountId) {
-      return dedup('fin:cashSessions:' + (bankAccountId ?? ''), async () => {
-        set({ cashSessionsLoading: true })
-        const cashSessions = await provider.getCashSessions(bankAccountId)
-        set({ cashSessions, cashSessionsLoading: false })
-      })
-    },
-
-    async fetchPaymentMethods() {
-      return dedup('fin:paymentMethods', async () => {
-        const [paymentMethods, paymentMethodTypes] = await Promise.all([
-          provider.getPaymentMethods(),
-          provider.getPaymentMethodTypes(),
-        ])
-        set({ paymentMethods, paymentMethodTypes })
-      })
-    },
-
-    async fetchStatement(query) {
-      return dedup('fin:statement:' + JSON.stringify(query), async () => {
-        set({ statementLoading: true, statementQuery: query })
-        const statement = await provider.getStatement(query)
-        set({ statement, statementLoading: false })
-      })
-    },
-
-    async fetchCardTransactions(dateRange) {
-      return dedup('fin:cards', async () => {
-        set({ cardsLoading: true })
-        const cardTransactions = await provider.getCardTransactions(dateRange)
-        set({ cardTransactions, cardsLoading: false })
-      })
-    },
-
-    async createInvoice(input) {
-      try {
-        const invoice = await provider.createInvoice(input)
-        const query = get().invoiceQuery
-        const result = await provider.getInvoices(query)
-        const summary = await provider.getSummary()
-        set({ invoices: result.data, invoicesTotal: result.total, summary })
-        toast.success('Invoice created')
-        return invoice
-      } catch (err: any) {
-        toast.error('Failed to create invoice', { description: err?.message })
-        throw err
-      }
-    },
-
-    async createQuickTransaction(input) {
-      try {
-        if (input.type === 'transfer') {
-          if (!input.bankAccountId || !input.toAccountId) {
-            throw new Error('Select source and destination accounts')
-          }
-          await provider.createTransfer({
-            fromAccountId: input.bankAccountId,
-            toAccountId: input.toAccountId,
-            amount: input.amount,
-            date: input.date,
-            notes: input.description?.trim() || undefined,
-          })
-        } else {
-          const direction: 'debit' | 'credit' = input.type === 'income' ? 'credit' : 'debit'
-          const desc = input.description?.trim() || (input.type === 'income' ? 'Receita' : 'Despesa')
-          // 1. The obligation (invoice + bill movement).
-          // Persist the recurring flag + the snapped-receipt data URL (FAY-1226)
-          // on the invoice metadata so the transaction feed can indicate/preview it.
-          const invoiceMeta: Record<string, unknown> = {}
-          if (input.recurring) invoiceMeta.recurring = true
-          if (input.receiptUrl) invoiceMeta.receiptUrl = input.receiptUrl
-          const invoice = await provider.createInvoice({
-            direction,
-            invoiceDate: input.date,
-            contactName: desc,
-            metadata: Object.keys(invoiceMeta).length > 0 ? invoiceMeta : undefined,
-            items: [{
-              itemKind: 'other',
-              description: desc,
-              quantity: 1,
-              unitPrice: input.amount,
-              accountId: input.categoryId,
-            }],
-            installments: [{
-              direction,
-              movementKind: 'bill',
-              amount: input.amount,
-              dueDate: input.date,
-              installmentNumber: 1,
-              bankAccountId: input.bankAccountId,
-              notes: desc,
-            }],
-          })
-          // 2. Settle it now when marked paid → a realized cash event that shows in
-          //    the statement/extract and feeds the monthly cash-flow KPIs.
-          if (input.paid) {
-            const movements = await provider.getMovements({ direction, status: 'pending' })
-            const bill = movements.data.find((m) => m.invoiceId === invoice.id && m.movementKind === 'bill')
-            if (bill) {
-              await provider.payMovement({
-                movementId: bill.id,
-                amount: input.amount,
-                paymentDate: input.date,
-                bankAccountId: input.bankAccountId,
-                notes: desc,
-              })
-            }
-          }
-        }
-        // Refresh every surface this store feeds: Home/Resumo KPIs (summary),
-        // the mobile transaction list (statement), balances, and the payables/
-        // receivables tables (invoices).
-        const invoiceQuery = get().invoiceQuery
-        const statementQuery = get().statementQuery
-        const [summary, bankAccounts, invoicesRes, statement] = await Promise.all([
-          provider.getSummary(),
-          provider.getBankAccounts(),
-          provider.getInvoices(invoiceQuery),
-          statementQuery ? provider.getStatement(statementQuery) : Promise.resolve(get().statement),
-        ])
-        set({
-          summary,
-          bankAccounts,
-          invoices: invoicesRes.data,
-          invoicesTotal: invoicesRes.total,
-          statement,
-        })
-        toast.success('Transaction saved')
-      } catch (err: any) {
-        toast.error('Failed to save transaction', { description: err?.message })
-        throw err
-      }
-    },
-
-    async payMovement(input) {
-      try {
-        await provider.payMovement(input)
-        const query = get().invoiceQuery
-        const [result, summary] = await Promise.all([provider.getInvoices(query), provider.getSummary()])
-        set({ invoices: result.data, invoicesTotal: result.total, summary })
-        toast.success('Payment recorded')
-      } catch (err: any) {
-        toast.error('Failed to record payment', { description: err?.message })
-        throw err
-      }
-    },
-
-    async createTransfer(input) {
-      try {
-        await provider.createTransfer(input)
-        const query = get().statementQuery
-        const [bankAccounts, summary, statement] = await Promise.all([
-          provider.getBankAccounts(),
-          provider.getSummary(),
-          query ? provider.getStatement(query) : Promise.resolve(get().statement),
-        ])
-        set({ bankAccounts, summary, statement })
-        toast.success('Transfer recorded')
-      } catch (err: any) {
-        toast.error('Failed to record transfer', { description: err?.message })
-        throw err
-      }
-    },
-
-    async cancelInvoice(invoiceId) {
-      try {
-        await provider.cancelInvoice(invoiceId)
-        const query = get().invoiceQuery
-        const [result, summary] = await Promise.all([provider.getInvoices(query), provider.getSummary()])
-        set({ invoices: result.data, invoicesTotal: result.total, summary })
-        toast.success('Invoice cancelled')
-      } catch (err: any) {
-        toast.error('Failed to cancel invoice', { description: err?.message })
-        throw err
-      }
-    },
-
-    async openCashSession(input) {
-      try {
-        const session = await provider.openCashSession(input)
-        const cashSessions = await provider.getCashSessions()
-        set({ cashSessions })
-        toast.success('Cash session opened')
-        return session
-      } catch (err: any) {
-        toast.error('Failed to open session', { description: err?.message })
-        throw err
-      }
-    },
-
-    async closeCashSession(input) {
-      try {
-        const session = await provider.closeCashSession(input)
-        const cashSessions = await provider.getCashSessions()
-        set({ cashSessions })
-        toast.success('Cash session closed')
-        return session
-      } catch (err: any) {
-        toast.error('Failed to close session', { description: err?.message })
-        throw err
-      }
-    },
-  }))
-}