Novault-backend/internal/service/recurring_transaction_service.go

package service

import (
	"errors"
	"fmt"
	"time"

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

	"gorm.io/gorm"
)

// RecurringTransactionService handles business logic for recurring transactions
type RecurringTransactionService struct {
	recurringRepo      *repository.RecurringTransactionRepository
	transactionRepo    *repository.TransactionRepository
	accountRepo        *repository.AccountRepository
	categoryRepo       *repository.CategoryRepository
	allocationRuleRepo *repository.AllocationRuleRepository
	recordRepo         *repository.AllocationRecordRepository
	piggyBankRepo      *repository.PiggyBankRepository
	db                 *gorm.DB
}

// NewRecurringTransactionService creates a new RecurringTransactionService instance
func NewRecurringTransactionService(
	recurringRepo *repository.RecurringTransactionRepository,
	transactionRepo *repository.TransactionRepository,
	accountRepo *repository.AccountRepository,
	categoryRepo *repository.CategoryRepository,
	allocationRuleRepo *repository.AllocationRuleRepository,
	recordRepo *repository.AllocationRecordRepository,
	piggyBankRepo *repository.PiggyBankRepository,
	db *gorm.DB,
) *RecurringTransactionService {
	return &RecurringTransactionService{
		recurringRepo:      recurringRepo,
		transactionRepo:    transactionRepo,
		accountRepo:        accountRepo,
		categoryRepo:       categoryRepo,
		allocationRuleRepo: allocationRuleRepo,
		recordRepo:         recordRepo,
		piggyBankRepo:      piggyBankRepo,
		db:                 db,
	}
}

// CreateRecurringTransactionRequest represents the request to create a recurring transaction
type CreateRecurringTransactionRequest struct {
	UserID     uint                   `json:"user_id"`
	Amount     float64                `json:"amount" binding:"required,gt=0"`
	Type       models.TransactionType `json:"type" binding:"required,oneof=income expense"`
	CategoryID uint                   `json:"category_id" binding:"required"`
	AccountID  uint                   `json:"account_id" binding:"required"`
	Currency   models.Currency        `json:"currency" binding:"required"`
	Note       string                 `json:"note"`
	Frequency  models.FrequencyType   `json:"frequency" binding:"required,oneof=daily weekly monthly yearly"`
	StartDate  time.Time              `json:"start_date" binding:"required"`
	EndDate    *time.Time             `json:"end_date"`
}

// UpdateRecurringTransactionRequest represents the request to update a recurring transaction
type UpdateRecurringTransactionRequest struct {
	Amount       *float64                `json:"amount" binding:"omitempty,gt=0"`
	Type         *models.TransactionType `json:"type" binding:"omitempty,oneof=income expense"`
	CategoryID   *uint                   `json:"category_id"`
	AccountID    *uint                   `json:"account_id"`
	Currency     *models.Currency        `json:"currency"`
	Note         *string                 `json:"note"`
	Frequency    *models.FrequencyType   `json:"frequency" binding:"omitempty,oneof=daily weekly monthly yearly"`
	StartDate    *time.Time              `json:"start_date"`
	EndDate      *time.Time              `json:"end_date"`
	ClearEndDate bool                    `json:"clear_end_date"` // 璁句负true鏃舵竻闄ょ粨鏉熸棩鏈?
	IsActive     *bool                   `json:"is_active"`
}

// Create creates a new recurring transaction
func (s *RecurringTransactionService) Create(req CreateRecurringTransactionRequest) (*models.RecurringTransaction, error) {
	// Validate account exists
	account, err := s.accountRepo.GetByID(req.UserID, req.AccountID)
	if err != nil {
		if errors.Is(err, repository.ErrAccountNotFound) {
			return nil, fmt.Errorf("account not found")
		}
		return nil, fmt.Errorf("failed to validate account: %w", err)
	}

	// Validate category exists
	_, err = s.categoryRepo.GetByID(req.UserID, req.CategoryID)
	if err != nil {
		if errors.Is(err, repository.ErrCategoryNotFound) {
			return nil, fmt.Errorf("category not found")
		}
		return nil, fmt.Errorf("failed to validate category: %w", err)
	}

	// Validate currency matches account currency
	if req.Currency != account.Currency {
		return nil, fmt.Errorf("currency mismatch: transaction currency %s does not match account currency %s", req.Currency, account.Currency)
	}

	// Validate end date is after start date
	if req.EndDate != nil && req.EndDate.Before(req.StartDate) {
		return nil, fmt.Errorf("end date must be after start date")
	}

	// Calculate next occurrence (first occurrence is the start date)
	nextOccurrence := req.StartDate

	recurringTransaction := &models.RecurringTransaction{
		UserID:         req.UserID,
		Amount:         req.Amount,
		Type:           req.Type,
		CategoryID:     req.CategoryID,
		AccountID:      req.AccountID,
		Currency:       req.Currency,
		Note:           req.Note,
		Frequency:      req.Frequency,
		StartDate:      req.StartDate,
		EndDate:        req.EndDate,
		NextOccurrence: nextOccurrence,
		IsActive:       true,
	}

	if err := s.recurringRepo.Create(recurringTransaction); err != nil {
		return nil, fmt.Errorf("failed to create recurring transaction: %w", err)
	}

	return recurringTransaction, nil
}

// GetByID retrieves a recurring transaction by its ID and verifies ownership
func (s *RecurringTransactionService) GetByID(userID, id uint) (*models.RecurringTransaction, error) {
	recurringTransaction, err := s.recurringRepo.GetByIDWithRelations(userID, id)
	if err != nil {
		return nil, err
	}
	if recurringTransaction.UserID != userID {
		return nil, repository.ErrRecurringTransactionNotFound
	}
	return recurringTransaction, nil
}

// Update updates an existing recurring transaction after verifying ownership
func (s *RecurringTransactionService) Update(userID, id uint, req UpdateRecurringTransactionRequest) (*models.RecurringTransaction, error) {
	// Get existing recurring transaction
	recurringTransaction, err := s.recurringRepo.GetByID(userID, id)
	if err != nil {
		return nil, err
	}
	if recurringTransaction.UserID != userID {
		return nil, repository.ErrRecurringTransactionNotFound
	}

	// Update fields if provided
	if req.Amount != nil {
		recurringTransaction.Amount = *req.Amount
	}
	if req.Type != nil {
		recurringTransaction.Type = *req.Type
	}
	if req.CategoryID != nil {
		// Validate category exists
		_, err := s.categoryRepo.GetByID(userID, *req.CategoryID)
		if err != nil {
			if errors.Is(err, repository.ErrCategoryNotFound) {
				return nil, fmt.Errorf("category not found")
			}
			return nil, fmt.Errorf("failed to validate category: %w", err)
		}
		recurringTransaction.CategoryID = *req.CategoryID
	}
	if req.AccountID != nil {
		// Validate account exists
		account, err := s.accountRepo.GetByID(userID, *req.AccountID)
		if err != nil {
			if errors.Is(err, repository.ErrAccountNotFound) {
				return nil, fmt.Errorf("account not found")
			}
			return nil, fmt.Errorf("failed to validate account: %w", err)
		}
		// Validate currency matches if currency is not being updated
		if req.Currency == nil && recurringTransaction.Currency != account.Currency {
			return nil, fmt.Errorf("currency mismatch: transaction currency %s does not match account currency %s", recurringTransaction.Currency, account.Currency)
		}
		recurringTransaction.AccountID = *req.AccountID
	}
	if req.Currency != nil {
		// Validate currency matches account
		account, err := s.accountRepo.GetByID(userID, recurringTransaction.AccountID)
		if err != nil {
			return nil, fmt.Errorf("failed to validate account: %w", err)
		}
		if *req.Currency != account.Currency {
			return nil, fmt.Errorf("currency mismatch: transaction currency %s does not match account currency %s", *req.Currency, account.Currency)
		}
		recurringTransaction.Currency = *req.Currency
	}
	if req.Note != nil {
		recurringTransaction.Note = *req.Note
	}
	if req.Frequency != nil {
		recurringTransaction.Frequency = *req.Frequency
		// Recalculate next occurrence with new frequency
		recurringTransaction.NextOccurrence = s.CalculateNextOccurrence(recurringTransaction.NextOccurrence, *req.Frequency)
	}
	if req.StartDate != nil {
		recurringTransaction.StartDate = *req.StartDate
	}
	if req.ClearEndDate {
		// 娓呴櫎缁撴潫鏃ユ湡
		recurringTransaction.EndDate = nil
	} else if req.EndDate != nil {
		// 楠岃瘉缁撴潫鏃ユ湡蹇呴』鍦ㄥ紑濮嬫棩鏈熶箣鍚?
		if req.EndDate.Before(recurringTransaction.StartDate) {
			return nil, fmt.Errorf("end date must be after start date")
		}
		recurringTransaction.EndDate = req.EndDate
	}
	if req.IsActive != nil {
		recurringTransaction.IsActive = *req.IsActive
	}

	if err := s.recurringRepo.Update(recurringTransaction); err != nil {
		return nil, fmt.Errorf("failed to update recurring transaction: %w", err)
	}

	return recurringTransaction, nil
}

// Delete deletes a recurring transaction after verifying ownership
func (s *RecurringTransactionService) Delete(userID, id uint) error {
	recurringTransaction, err := s.recurringRepo.GetByID(userID, id)
	if err != nil {
		return err
	}
	if recurringTransaction.UserID != userID {
		return repository.ErrRecurringTransactionNotFound
	}
	return s.recurringRepo.Delete(userID, id)
}

// List retrieves all recurring transactions for a user
func (s *RecurringTransactionService) List(userID uint) ([]models.RecurringTransaction, error) {
	return s.recurringRepo.List(userID)
}

// GetActive retrieves all active recurring transactions for a user
func (s *RecurringTransactionService) GetActive(userID uint) ([]models.RecurringTransaction, error) {
	return s.recurringRepo.GetActive(userID)
}

// CalculateNextOccurrence calculates the next occurrence date based on the current date and frequency
func (s *RecurringTransactionService) CalculateNextOccurrence(currentDate time.Time, frequency models.FrequencyType) time.Time {
	switch frequency {
	case models.FrequencyDaily:
		return currentDate.AddDate(0, 0, 1)
	case models.FrequencyWeekly:
		return currentDate.AddDate(0, 0, 7)
	case models.FrequencyMonthly:
		return currentDate.AddDate(0, 1, 0)
	case models.FrequencyYearly:
		return currentDate.AddDate(1, 0, 0)
	default:
		// Default to daily if unknown frequency
		return currentDate.AddDate(0, 0, 1)
	}
}

// ProcessDueTransactionsResult represents the result of processing due transactions
type ProcessDueTransactionsResult struct {
	Transactions []models.Transaction `json:"transactions"`
	Allocations  []AllocationResult   `json:"allocations,omitempty"`
}

// ProcessDueTransactions processes all due recurring transactions for a user and generates actual transactions
// For income transactions, it also triggers matching allocation rules
func (s *RecurringTransactionService) ProcessDueTransactions(userID uint, now time.Time) (*ProcessDueTransactionsResult, error) {
	// Get all due recurring transactions
	dueRecurringTransactions, err := s.recurringRepo.GetDueTransactions(userID, now)
	if err != nil {
		return nil, fmt.Errorf("failed to get due recurring transactions: %w", err)
	}

	result := &ProcessDueTransactionsResult{
		Transactions: []models.Transaction{},
		Allocations:  []AllocationResult{},
	}

	for _, recurringTxn := range dueRecurringTransactions {
		// Check if the recurring transaction has ended
		if recurringTxn.EndDate != nil && recurringTxn.NextOccurrence.After(*recurringTxn.EndDate) {
			// Deactivate the recurring transaction
			recurringTxn.IsActive = false
			if err := s.recurringRepo.Update(&recurringTxn); err != nil {
				return nil, fmt.Errorf("failed to deactivate recurring transaction %d: %w", recurringTxn.ID, err)
			}
			continue
		}

		// Start a database transaction for each recurring transaction
		tx := s.db.Begin()
		if tx.Error != nil {
			return nil, fmt.Errorf("failed to begin transaction: %w", tx.Error)
		}

		// Generate the transaction
		transaction := models.Transaction{
			UserID:          recurringTxn.UserID,
			Amount:          recurringTxn.Amount,
			Type:            recurringTxn.Type,
			CategoryID:      recurringTxn.CategoryID,
			AccountID:       recurringTxn.AccountID,
			Currency:        recurringTxn.Currency,
			TransactionDate: recurringTxn.NextOccurrence,
			Note:            recurringTxn.Note,
			RecurringID:     &recurringTxn.ID,
		}

		// Create the transaction
		if err := tx.Create(&transaction).Error; err != nil {
			tx.Rollback()
			return nil, fmt.Errorf("failed to create transaction from recurring transaction %d: %w", recurringTxn.ID, err)
		}

		// Update account balance
		var account models.Account
		if err := tx.First(&account, recurringTxn.AccountID).Error; err != nil {
			tx.Rollback()
			return nil, fmt.Errorf("failed to get account %d: %w", recurringTxn.AccountID, err)
		}

		switch recurringTxn.Type {
		case models.TransactionTypeIncome:
			account.Balance += recurringTxn.Amount
		case models.TransactionTypeExpense:
			account.Balance -= recurringTxn.Amount
		}

		if err := tx.Save(&account).Error; err != nil {
			tx.Rollback()
			return nil, fmt.Errorf("failed to update account balance: %w", err)
		}

		// For income transactions, check and apply allocation rules
		if recurringTxn.Type == models.TransactionTypeIncome && s.allocationRuleRepo != nil {
			allocationResult, err := s.applyAllocationRulesForIncome(userID, tx, recurringTxn.AccountID, recurringTxn.Amount)
			if err != nil {
				tx.Rollback()
				return nil, fmt.Errorf("failed to apply allocation rules: %w", err)
			}
			if allocationResult != nil {
				result.Allocations = append(result.Allocations, *allocationResult)
			}
		}

		// Calculate and update next occurrence
		nextOccurrence := s.CalculateNextOccurrence(recurringTxn.NextOccurrence, recurringTxn.Frequency)
		recurringTxn.NextOccurrence = nextOccurrence

		// Check if the next occurrence is beyond the end date
		if recurringTxn.EndDate != nil && nextOccurrence.After(*recurringTxn.EndDate) {
			recurringTxn.IsActive = false
		}

		if err := tx.Save(&recurringTxn).Error; err != nil {
			tx.Rollback()
			return nil, fmt.Errorf("failed to update recurring transaction %d: %w", recurringTxn.ID, err)
		}

		// Commit the transaction
		if err := tx.Commit().Error; err != nil {
			return nil, fmt.Errorf("failed to commit transaction: %w", err)
		}

		result.Transactions = append(result.Transactions, transaction)
	}

	return result, nil
}

// applyAllocationRulesForIncome applies matching allocation rules for income transactions
func (s *RecurringTransactionService) applyAllocationRulesForIncome(userID uint, tx *gorm.DB, accountID uint, amount float64) (*AllocationResult, error) {
	// Get active allocation rules that match income trigger and source account
	rules, err := s.allocationRuleRepo.GetActiveByTriggerTypeAndAccount(userID, models.TriggerTypeIncome, accountID)
	if err != nil {
		return nil, fmt.Errorf("failed to get allocation rules: %w", err)
	}

	if len(rules) == 0 {
		return nil, nil // No matching rules
	}

	// Apply the first matching rule (can be extended to apply multiple rules)
	rule := rules[0]

	// Calculate allocations
	result := &AllocationResult{
		RuleID:      rule.ID,
		RuleName:    rule.Name,
		TotalAmount: amount,
		Allocations: []AllocationDetail{},
	}

	totalAllocated := 0.0

	// Process each target
	for _, target := range rule.Targets {
		var allocatedAmount float64

		// Calculate allocation amount
		if target.Percentage != nil {
			allocatedAmount = amount * (*target.Percentage / 100.0)
		} else if target.FixedAmount != nil {
			allocatedAmount = *target.FixedAmount
			// Ensure we don't allocate more than available
			if allocatedAmount > amount-totalAllocated {
				allocatedAmount = amount - totalAllocated
			}
		} else {
			continue // Skip invalid target
		}

		// Round to 2 decimal places
		allocatedAmount = float64(int(allocatedAmount*100+0.5)) / 100

		if allocatedAmount <= 0 {
			continue
		}

		// Get target name and apply allocation
		targetName := ""

		switch target.TargetType {
		case models.TargetTypeAccount:
			var targetAccount models.Account
			if err := tx.First(&targetAccount, target.TargetID).Error; err != nil {
				return nil, fmt.Errorf("failed to get target account: %w", err)
			}
			targetName = targetAccount.Name

			// Add to target account
			targetAccount.Balance += allocatedAmount
			if err := tx.Save(&targetAccount).Error; err != nil {
				return nil, fmt.Errorf("failed to update target account balance: %w", err)
			}

			// Deduct from source account
			var sourceAccount models.Account
			if err := tx.First(&sourceAccount, accountID).Error; err != nil {
				return nil, fmt.Errorf("failed to get source account: %w", err)
			}
			sourceAccount.Balance -= allocatedAmount
			if err := tx.Save(&sourceAccount).Error; err != nil {
				return nil, fmt.Errorf("failed to update source account balance: %w", err)
			}

		case models.TargetTypePiggyBank:
			var piggyBank models.PiggyBank
			if err := tx.First(&piggyBank, target.TargetID).Error; err != nil {
				return nil, fmt.Errorf("failed to get target piggy bank: %w", err)
			}
			targetName = piggyBank.Name

			// Add to piggy bank
			piggyBank.CurrentAmount += allocatedAmount
			if err := tx.Save(&piggyBank).Error; err != nil {
				return nil, fmt.Errorf("failed to update piggy bank balance: %w", err)
			}

			// Deduct from source account
			var sourceAccount models.Account
			if err := tx.First(&sourceAccount, accountID).Error; err != nil {
				return nil, fmt.Errorf("failed to get source account: %w", err)
			}
			sourceAccount.Balance -= allocatedAmount
			if err := tx.Save(&sourceAccount).Error; err != nil {
				return nil, fmt.Errorf("failed to update source account balance: %w", err)
			}

		default:
			continue // Skip invalid target type
		}

		// Add to result
		result.Allocations = append(result.Allocations, AllocationDetail{
			TargetType:  target.TargetType,
			TargetID:    target.TargetID,
			TargetName:  targetName,
			Amount:      allocatedAmount,
			Percentage:  target.Percentage,
			FixedAmount: target.FixedAmount,
		})

		totalAllocated += allocatedAmount
	}

	result.AllocatedAmount = totalAllocated
	result.Remaining = amount - totalAllocated

	// Create allocation record
	if totalAllocated > 0 {
		allocationRecord := &models.AllocationRecord{
			UserID:          userID,
			RuleID:          rule.ID,
			RuleName:        rule.Name,
			SourceAccountID: accountID,
			TotalAmount:     amount,
			AllocatedAmount: totalAllocated,
			RemainingAmount: result.Remaining,
			Note:            fmt.Sprintf("鍛ㄦ湡鎬ф敹鍏ヨ嚜鍔ㄥ垎閰?(瑙勫垯: %s)", rule.Name),
		}

		if err := tx.Create(allocationRecord).Error; err != nil {
			return nil, fmt.Errorf("failed to create allocation record: %w", err)
		}

		// Save allocation record details
		for _, allocation := range result.Allocations {
			detail := &models.AllocationRecordDetail{
				RecordID:    allocationRecord.ID,
				TargetType:  allocation.TargetType,
				TargetID:    allocation.TargetID,
				TargetName:  allocation.TargetName,
				Amount:      allocation.Amount,
				Percentage:  allocation.Percentage,
				FixedAmount: allocation.FixedAmount,
			}
			if err := tx.Create(detail).Error; err != nil {
				return nil, fmt.Errorf("failed to create allocation record detail: %w", err)
			}
		}
	}

	return result, nil
}

// GetByAccountID retrieves all recurring transactions for a specific account
func (s *RecurringTransactionService) GetByAccountID(userID, accountID uint) ([]models.RecurringTransaction, error) {
	return s.recurringRepo.GetByAccountID(userID, accountID)
}

// GetByCategoryID retrieves all recurring transactions for a specific category
func (s *RecurringTransactionService) GetByCategoryID(userID, categoryID uint) ([]models.RecurringTransaction, error) {
	return s.recurringRepo.GetByCategoryID(userID, categoryID)
}