Novault-backend/internal/service/budget_service.go

package service

import (
	"errors"
	"fmt"
	"time"

	"accounting-app/internal/models"
	"accounting-app/internal/repository"

	"gorm.io/gorm"
)

// Service layer errors for budgets
var (
	ErrBudgetNotFound      = errors.New("budget not found")
	ErrBudgetInUse         = errors.New("budget is in use and cannot be deleted")
	ErrInvalidBudgetAmount = errors.New("budget amount must be positive")
	ErrInvalidDateRange    = errors.New("end date must be after start date")
	ErrInvalidPeriodType   = errors.New("invalid period type")
)

// BudgetInput represents the input data for creating or updating a budget
type BudgetInput struct {
	UserID     uint              `json:"user_id"`
	Name       string            `json:"name" binding:"required"`
	Amount     float64           `json:"amount" binding:"required,gt=0"`
	PeriodType models.PeriodType `json:"period_type" binding:"required"`
	CategoryID *uint             `json:"category_id,omitempty"`
	AccountID  *uint             `json:"account_id,omitempty"`
	IsRolling  bool              `json:"is_rolling"`
	StartDate  time.Time         `json:"start_date" binding:"required"`
	EndDate    *time.Time        `json:"end_date,omitempty"`
}

// BudgetProgress represents the progress of a budget
type BudgetProgress struct {
	BudgetID      uint              `json:"budget_id"`
	Name          string            `json:"name"`
	Amount        float64           `json:"amount"`
	Spent         float64           `json:"spent"`
	Remaining     float64           `json:"remaining"`
	Progress      float64           `json:"progress"` // Percentage (0-100)
	PeriodType    models.PeriodType `json:"period_type"`
	CurrentPeriod string            `json:"current_period"`
	IsRolling     bool              `json:"is_rolling"`
	IsOverBudget  bool              `json:"is_over_budget"`
	IsNearLimit   bool              `json:"is_near_limit"` // 80% threshold
	CategoryID    *uint             `json:"category_id,omitempty"`
	AccountID     *uint             `json:"account_id,omitempty"`
}

// BudgetService handles business logic for budgets
type BudgetService struct {
	repo *repository.BudgetRepository
	db   *gorm.DB
}

// NewBudgetService creates a new BudgetService instance
func NewBudgetService(repo *repository.BudgetRepository, db *gorm.DB) *BudgetService {
	return &BudgetService{
		repo: repo,
		db:   db,
	}
}

// CreateBudget creates a new budget with business logic validation
func (s *BudgetService) CreateBudget(input BudgetInput) (*models.Budget, error) {
	// Validate amount
	if input.Amount <= 0 {
		return nil, ErrInvalidBudgetAmount
	}

	// 分类和账户都可选，支持全局预算

	// Validate date range
	if input.EndDate != nil && input.EndDate.Before(input.StartDate) {
		return nil, ErrInvalidDateRange
	}

	// Validate period type
	if !isValidPeriodType(input.PeriodType) {
		return nil, ErrInvalidPeriodType
	}

	// Create the budget model
	budget := &models.Budget{
		UserID:     input.UserID,
		Name:       input.Name,
		Amount:     input.Amount,
		PeriodType: input.PeriodType,
		CategoryID: input.CategoryID,
		AccountID:  input.AccountID,
		IsRolling:  input.IsRolling,
		StartDate:  input.StartDate,
		EndDate:    input.EndDate,
	}

	// Save to database
	if err := s.repo.Create(budget); err != nil {
		return nil, fmt.Errorf("failed to create budget: %w", err)
	}

	return budget, nil
}

// GetBudget retrieves a budget by ID and verifies ownership
func (s *BudgetService) GetBudget(userID, id uint) (*models.Budget, error) {
	budget, err := s.repo.GetByID(userID, id)
	if err != nil {
		if errors.Is(err, repository.ErrBudgetNotFound) {
			return nil, ErrBudgetNotFound
		}
		return nil, fmt.Errorf("failed to get budget: %w", err)
	}
	// userID check handled by repo
	return budget, nil
}

// GetAllBudgets retrieves all budgets for a user
func (s *BudgetService) GetAllBudgets(userID uint) ([]models.Budget, error) {
	budgets, err := s.repo.GetAll(userID)
	if err != nil {
		return nil, fmt.Errorf("failed to get budgets: %w", err)
	}
	return budgets, nil
}

// UpdateBudget updates an existing budget after verifying ownership
func (s *BudgetService) UpdateBudget(userID, id uint, input BudgetInput) (*models.Budget, error) {
	// Get existing budget
	budget, err := s.repo.GetByID(userID, id)
	if err != nil {
		if errors.Is(err, repository.ErrBudgetNotFound) {
			return nil, ErrBudgetNotFound
		}
		return nil, fmt.Errorf("failed to get budget: %w", err)
	}
	// userID check handled by repo

	// Validate amount
	if input.Amount <= 0 {
		return nil, ErrInvalidBudgetAmount
	}

	// 分类和账户都可选，支持全局预算

	// Validate date range
	if input.EndDate != nil && input.EndDate.Before(input.StartDate) {
		return nil, ErrInvalidDateRange
	}

	// Validate period type
	if !isValidPeriodType(input.PeriodType) {
		return nil, ErrInvalidPeriodType
	}

	// Update fields
	budget.Name = input.Name
	budget.Amount = input.Amount
	budget.PeriodType = input.PeriodType
	budget.CategoryID = input.CategoryID
	budget.AccountID = input.AccountID
	budget.IsRolling = input.IsRolling
	budget.StartDate = input.StartDate
	budget.EndDate = input.EndDate

	// Save to database
	if err := s.repo.Update(budget); err != nil {
		return nil, fmt.Errorf("failed to update budget: %w", err)
	}

	return budget, nil
}

// DeleteBudget deletes a budget by ID after verifying ownership
func (s *BudgetService) DeleteBudget(userID, id uint) error {
	_, err := s.repo.GetByID(userID, id)
	if err != nil {
		if errors.Is(err, repository.ErrBudgetNotFound) {
			return ErrBudgetNotFound
		}
		return fmt.Errorf("failed to check budget existence: %w", err)
	}
	// userID check handled by repo

	err = s.repo.Delete(userID, id)
	if err != nil {
		if errors.Is(err, repository.ErrBudgetNotFound) {
			return ErrBudgetNotFound
		}
		if errors.Is(err, repository.ErrBudgetInUse) {
			return ErrBudgetInUse
		}
		return fmt.Errorf("failed to delete budget: %w", err)
	}
	return nil
}

// GetBudgetProgress calculates and returns the progress of a budget for a user
// This implements the core budget progress calculation logic for weekly, monthly, and rolling budgets
func (s *BudgetService) GetBudgetProgress(userID, id uint) (*BudgetProgress, error) {
	// Get the budget
	budget, err := s.repo.GetByID(userID, id)
	if err != nil {
		if errors.Is(err, repository.ErrBudgetNotFound) {
			return nil, ErrBudgetNotFound
		}
		return nil, fmt.Errorf("failed to get budget: %w", err)
	}
	// userID check handled by repo

	// Calculate the current period based on budget period type
	now := time.Now()
	startDate, endDate := s.calculateCurrentPeriod(budget, now)

	// Get spent amount for the current period
	currentSpent, err := s.repo.GetSpentAmount(budget, startDate, endDate)
	if err != nil {
		return nil, fmt.Errorf("failed to calculate spent amount: %w", err)
	}

	// Calculate effective budget amount
	effectiveAmount := budget.Amount
	totalSpent := currentSpent

	if budget.IsRolling {
		// 滚动预算：结余自动累加到下一周期
		// 当期可用额度 = 总额度 - 历史支出

		// 计算已过的完整周期数（不含当期）
		periodsElapsed := s.calculatePeriodsElapsed(budget, startDate)

		// 总额度 = (已过周期数 + 当期) × 单期额度
		totalBudget := budget.Amount * float64(periodsElapsed+1)

		// 获取历史支出（从预算开始到当期开始前一秒）
		historyEnd := startDate.Add(-time.Second)
		historySpent := 0.0
		if historyEnd.After(budget.StartDate) {
			historySpent, err = s.repo.GetSpentAmount(budget, budget.StartDate, historyEnd)
			if err != nil {
				return nil, fmt.Errorf("failed to calculate history spent: %w", err)
			}
		}

		// 当期可用额度 = 总额度 - 历史支出
		effectiveAmount = totalBudget - historySpent
		totalSpent = currentSpent
	}

	// Calculate progress metrics
	remaining := effectiveAmount - totalSpent
	progress := 0.0
	if effectiveAmount > 0 {
		progress = (totalSpent / effectiveAmount) * 100
	}

	isOverBudget := totalSpent > effectiveAmount
	isNearLimit := progress >= 80.0 && !isOverBudget

	return &BudgetProgress{
		BudgetID:      budget.ID,
		Name:          budget.Name,
		Amount:        effectiveAmount,
		Spent:         totalSpent,
		Remaining:     remaining,
		Progress:      progress,
		PeriodType:    budget.PeriodType,
		CurrentPeriod: formatPeriod(startDate, endDate),
		IsRolling:     budget.IsRolling,
		IsOverBudget:  isOverBudget,
		IsNearLimit:   isNearLimit,
		CategoryID:    budget.CategoryID,
		AccountID:     budget.AccountID,
	}, nil
}

// GetAllBudgetProgress returns progress for all active budgets for a user
func (s *BudgetService) GetAllBudgetProgress(userID uint) ([]BudgetProgress, error) {
	budgets, err := s.repo.GetActiveBudgets(userID, time.Now())
	if err != nil {
		return nil, fmt.Errorf("failed to get active budgets: %w", err)
	}

	var progressList []BudgetProgress
	for _, budget := range budgets {
		progress, err := s.GetBudgetProgress(userID, budget.ID)
		if err != nil {
			return nil, fmt.Errorf("failed to calculate progress for budget %d: %w", budget.ID, err)
		}
		progressList = append(progressList, *progress)
	}

	return progressList, nil
}

// calculateCurrentPeriod calculates the start and end date of the current budget period
func (s *BudgetService) calculateCurrentPeriod(budget *models.Budget, referenceDate time.Time) (time.Time, time.Time) {
	switch budget.PeriodType {
	case models.PeriodTypeDaily:
		// Daily budget: current day
		start := time.Date(referenceDate.Year(), referenceDate.Month(), referenceDate.Day(), 0, 0, 0, 0, referenceDate.Location())
		end := start.AddDate(0, 0, 1).Add(-time.Second)
		return start, end

	case models.PeriodTypeWeekly:
		// Weekly budget: current week (Monday to Sunday)
		weekday := int(referenceDate.Weekday())
		if weekday == 0 { // Sunday
			weekday = 7
		}
		daysFromMonday := weekday - 1
		start := time.Date(referenceDate.Year(), referenceDate.Month(), referenceDate.Day()-daysFromMonday, 0, 0, 0, 0, referenceDate.Location())
		end := start.AddDate(0, 0, 7).Add(-time.Second)
		return start, end

	case models.PeriodTypeMonthly:
		// Monthly budget: current month
		start := time.Date(referenceDate.Year(), referenceDate.Month(), 1, 0, 0, 0, 0, referenceDate.Location())
		end := start.AddDate(0, 1, 0).Add(-time.Second)
		return start, end

	case models.PeriodTypeYearly:
		// Yearly budget: current year
		start := time.Date(referenceDate.Year(), 1, 1, 0, 0, 0, 0, referenceDate.Location())
		end := start.AddDate(1, 0, 0).Add(-time.Second)
		return start, end

	default:
		// Default to monthly
		start := time.Date(referenceDate.Year(), referenceDate.Month(), 1, 0, 0, 0, 0, referenceDate.Location())
		end := start.AddDate(0, 1, 0).Add(-time.Second)
		return start, end
	}
}

// calculatePreviousPeriod calculates the start and end date of the previous budget period
func (s *BudgetService) calculatePreviousPeriod(budget *models.Budget, referenceDate time.Time) (time.Time, time.Time) {
	switch budget.PeriodType {
	case models.PeriodTypeDaily:
		prevDay := referenceDate.AddDate(0, 0, -1)
		return s.calculateCurrentPeriod(budget, prevDay)

	case models.PeriodTypeWeekly:
		prevWeek := referenceDate.AddDate(0, 0, -7)
		return s.calculateCurrentPeriod(budget, prevWeek)

	case models.PeriodTypeMonthly:
		prevMonth := referenceDate.AddDate(0, -1, 0)
		return s.calculateCurrentPeriod(budget, prevMonth)

	case models.PeriodTypeYearly:
		prevYear := referenceDate.AddDate(-1, 0, 0)
		return s.calculateCurrentPeriod(budget, prevYear)

	default:
		prevMonth := referenceDate.AddDate(0, -1, 0)
		return s.calculateCurrentPeriod(budget, prevMonth)
	}
}

// calculatePeriodsElapsed 计算从预算开始日期到当前周期开始日期之间的完整周期数
func (s *BudgetService) calculatePeriodsElapsed(budget *models.Budget, currentPeriodStart time.Time) int {
	if currentPeriodStart.Before(budget.StartDate) || currentPeriodStart.Equal(budget.StartDate) {
		return 0
	}

	var periods int
	switch budget.PeriodType {
	case models.PeriodTypeDaily:
		periods = int(currentPeriodStart.Sub(budget.StartDate).Hours() / 24)

	case models.PeriodTypeWeekly:
		periods = int(currentPeriodStart.Sub(budget.StartDate).Hours() / (24 * 7))

	case models.PeriodTypeMonthly:
		yearDiff := currentPeriodStart.Year() - budget.StartDate.Year()
		monthDiff := int(currentPeriodStart.Month()) - int(budget.StartDate.Month())
		periods = yearDiff*12 + monthDiff

	case models.PeriodTypeYearly:
		periods = currentPeriodStart.Year() - budget.StartDate.Year()

	default:
		yearDiff := currentPeriodStart.Year() - budget.StartDate.Year()
		monthDiff := int(currentPeriodStart.Month()) - int(budget.StartDate.Month())
		periods = yearDiff*12 + monthDiff
	}

	// 确保返回非负数
	if periods < 0 {
		return 0
	}
	return periods
}

// isValidPeriodType checks if a period type is valid
func isValidPeriodType(periodType models.PeriodType) bool {
	switch periodType {
	case models.PeriodTypeDaily, models.PeriodTypeWeekly, models.PeriodTypeMonthly, models.PeriodTypeYearly:
		return true
	default:
		return false
	}
}

// formatPeriod formats a period as a string
func formatPeriod(start, end time.Time) string {
	return fmt.Sprintf("%s to %s", start.Format("2006-01-02"), end.Format("2006-01-02"))
}

// GetBudgetsByCategoryID retrieves all budgets for a specific category and user
func (s *BudgetService) GetBudgetsByCategoryID(userID, categoryID uint) ([]models.Budget, error) {
	budgets, err := s.repo.GetByCategoryID(userID, categoryID)
	if err != nil {
		return nil, fmt.Errorf("failed to get budgets by category: %w", err)
	}
	return budgets, nil
}

// GetBudgetsByAccountID retrieves all budgets for a specific account and user
func (s *BudgetService) GetBudgetsByAccountID(userID, accountID uint) ([]models.Budget, error) {
	budgets, err := s.repo.GetByAccountID(userID, accountID)
	if err != nil {
		return nil, fmt.Errorf("failed to get budgets by account: %w", err)
	}
	return budgets, nil
}

// GetActiveBudgets retrieves all currently active budgets for a user
func (s *BudgetService) GetActiveBudgets(userID uint) ([]models.Budget, error) {
	budgets, err := s.repo.GetActiveBudgets(userID, time.Now())
	if err != nil {
		return nil, fmt.Errorf("failed to get active budgets: %w", err)
	}
	return budgets, nil
}