backend/src/modules/investments/upcoming-events/upcoming-events.service.ts

import { BadRequestException, Injectable } from '@nestjs/common';

import {
  add,
  type Decimal,
  decimalFromString,
  formatDecimal,
  isZero,
} from '../../../common/decimal';
import { MoneyDto } from '../../../common/money.dto';
import { ISO_DATE_LENGTH, ISO_DATE_START } from '../../../common/time';
import {
  InstrumentMetadataService,
  metadataKey,
  TbankAccessService,
} from '../../../integrations/tbank/tbank.api';
import { CatalogEnrichmentService } from '../instruments/instruments.api';
import { investmentResourceMeta } from '../investment-resource.mapper';
import {
  ForecastService,
  type PortfolioPositionDto,
  PortfolioService,
} from '../portfolio/portfolio.api';
import {
  hourlyAttempt,
  TbankSyncRepository,
} from '../tbank-sync/tbank-sync.repository';
import { bondEvent, dividendEvent } from './upcoming-event.mapper';
import {
  UpcomingEventDto,
  UpcomingEventsDto,
  UpcomingEventsQueryDto,
} from './upcoming-events.dto';

enum EventsErrorCode { InvalidPeriod = 'INVALID_EVENTS_PERIOD' }

const FIRST_BATCH_OFFSET = 0;

const DEFAULT_EVENT_WINDOW_DAYS = 30;
const calendarReadBatchSize = 100;
type Position = PortfolioPositionDto;

@Injectable()
export class UpcomingEventsService {
  constructor(
    private readonly access: TbankAccessService,
    private readonly portfolios: PortfolioService,
    private readonly sources: CatalogEnrichmentService,
    private readonly forecasts: ForecastService,
    private readonly metadata: InstrumentMetadataService,
    private readonly sync: TbankSyncRepository,
  ) {}

  // Read endpoints stay local; callers without a saved portfolio receive unknown.
  async get(
    userId: string,
    accountId: string,
    query: UpcomingEventsQueryDto = {},
  ): Promise<Awaited<ReturnType<ForecastService['result']>>> {
    const window = dateWindow(query);
    const connection = await this.access.local(userId, accountId);
    const portfolio = await this.portfolios.read(userId, accountId);
    const hourly = await this.sync.hourly(userId);
    const events: UpcomingEventDto[] = [];
    let ready = portfolio.data !== null;
    const positions = portfolio.data?.positions.filter(supported) ?? [];
    const { sources, metadata } = await this.readSources(
      userId,
      positions,
      window,
      true,
    );
    for (const position of positions) {
      const generic = metadata.get(metadataKey(position))?.data;
      const uid = position.instrumentUid || generic?.uid;
      if (!uid) {
        ready = false;
        sources.push({
          input: { uid: '', instrumentType: 'share', kind: 'detail' },
          version: null,
          payload: undefined,
          instrument: null,
          price: null,
          meta: investmentResourceMeta({
            resourceKey: `events/identity/${position.figi ?? ''}`,
            dataRevision: '0',
            availability: 'missing',
            fetchedAt: null,
            freshForMs: 0,
            work: null,
          }),
        });
        continue;
      }
      const type = position.type === 'STOCK' ? 'share' : 'bond';
      const calendar = sources.find(
        (source) =>
          source.input.uid === uid &&
          source.input.kind ===
          (type === 'share' ? 'dividends' : 'bond-events'),
      );
      const instrument =
        sources.find(
          (source) =>
            source.input.uid === uid && source.input.kind === 'detail',
        )?.instrument || generic;
      const ticker = position.ticker || instrument?.ticker;
      if (!calendar || calendar.meta.completeness !== 'complete' || !ticker) {
        ready = false;
        continue;
      }
      const identity = {
        figi: position.figi || null,
        instrumentUid: uid,
        ticker,
        displayName: instrument?.name?.trim() || position.displayName || ticker,
        isin: instrument?.isin || position.isin || null,
        logoName: instrument?.brand?.logoName || position.logoName || null,
      };
      const quantity = decimalFromString(position.quantity);
      const projected =
        type === 'share'
          ? (calendar.payload?.dividends ?? [])
              .filter(
                (event) =>
                  event.dividendType?.toLowerCase() !== 'cancelled' &&
                  Boolean(event.recordDate),
              )
              .map((event) => dividendEvent(identity, quantity, event))
          : (calendar.payload?.bondEvents ?? []).map((event) =>
              bondEvent(identity, quantity, event),
            );
      events.push(
        ...projected
          .filter(
            (event) => event.date >= window.from && event.date <= window.to,
          )
          .map((event) => ({
            ...event,
            ...(accountId === 'all' && position.account
              ? { account: position.account }
              : {}),
          })),
      );
    }
    events.sort(
      (a, b) =>
        a.date.localeCompare(b.date) ||
        (a.account?.id ?? '').localeCompare(b.account?.id ?? '') ||
        a.type.localeCompare(b.type) ||
        a.ticker.localeCompare(b.ticker),
    );
    const candidate: undefined | UpcomingEventsDto = ready
      ? {
          accountId,
          calculatedAt: new Date().toISOString(),
          events,
          incomeTotalsByCurrency: incomeTotals(events),
        }
      : undefined;
    return this.forecasts.result({
      userId,
      revision: connection.revision,
      membershipRevision: connection.membershipRevision,
      scopeKey: `events/${JSON.stringify([accountId, window.from, window.to])}`,
      portfolio: portfolio.meta,
      lastAttempt: hourlyAttempt(
        hourly,
        'events',
        accountId === 'all' ? undefined : accountId,
      ),
      sources,
      candidate,
    });
  }

  getAll(userId: string, query: UpcomingEventsQueryDto = {}) {
    return this.get(userId, 'all', query);
  }

  // Triggers online refreshes of the account's event sources and returns the
  // launched work ids for the hourly walk to observe.
  async refresh(
    userId: string,
    accountId: string,
    query: UpcomingEventsQueryDto = {},
  ): Promise<string[]> {
    const window = dateWindow(query);
    await this.access.local(userId, accountId);
    const portfolio = await this.portfolios.read(userId, accountId);
    const positions = portfolio.data?.positions.filter(supported) ?? [];
    const { launched } = await this.readSources(
      userId,
      positions,
      window,
      false,
    );
    return launched;
  }

  private async readSources(
    userId: string,
    positions: Position[],
    window: { from: string; to: string },
    observe: boolean,
  ) {
    const metadata = await this.metadata.savedMany(positions);
    const sources: Awaited<ReturnType<CatalogEnrichmentService['readMany']>> =
      [];
    const launched: string[] = [];
    for (const type of ['share', 'bond'] as const) {
      const identities = this.positionIdentities(positions, metadata, type);
      const uids = [...new Set(identities.map((entry) => entry.uid))];
      for (
        let offset = FIRST_BATCH_OFFSET;
        offset < uids.length;
        offset += calendarReadBatchSize
      ) {
        const batch = await this.sources.readMany(
          userId,
          type,
          uids.slice(offset, offset + calendarReadBatchSize),
          observe,
          ['detail', type === 'share' ? 'dividends' : 'bond-events'],
          {
            ...window,
            tickers: Object.fromEntries(
              identities.map((entry) => [entry.uid, entry.ticker]),
            ),
          },
        );
        sources.push(...batch);
        for (const source of batch) {
          if (source.meta.sync.state === 'running' && source.meta.sync.id) {
            launched.push(source.meta.sync.id);
          }
        }
      }
    }
    return { sources, metadata, launched };
  }

  private positionIdentities(
    positions: Position[],
    metadata: Awaited<ReturnType<InstrumentMetadataService['savedMany']>>,
    type: 'bond' | 'share',
  ) {
    return positions
      .filter((position) => position.type === (type === 'share' ? 'STOCK' : 'BOND'))
      .map((position) => ({
        uid:
          position.instrumentUid ||
          metadata.get(metadataKey(position))?.data?.uid,
        ticker:
          position.ticker ||
          metadata.get(metadataKey(position))?.data?.ticker ||
          '',
      }))
      .filter((entry): entry is { ticker: string; uid: string } =>
        Boolean(entry.uid),
      );
  }
}

function supported(position: Position): boolean {
  return (
    !isZero(decimalFromString(position.quantity)) &&
    ['BOND', 'STOCK'].includes(position.type)
  );
}

function dateWindow(query: UpcomingEventsQueryDto) {
  const from = query.from ?? new Date().toISOString().slice(ISO_DATE_START, ISO_DATE_LENGTH);
  const end = new Date(`${from}T00:00:00.000Z`);
  end.setUTCDate(end.getUTCDate() + DEFAULT_EVENT_WINDOW_DAYS);
  const to = query.to ?? end.toISOString().slice(ISO_DATE_START, ISO_DATE_LENGTH);
  if (from > to) {
    throw new BadRequestException({ code: EventsErrorCode.InvalidPeriod });
  }
  return { from, to };
}

function incomeTotals(events: UpcomingEventDto[]): MoneyDto[] {
  const totals = new Map<string, Decimal>();
  for (const event of events) {
    if (!['coupon', 'dividend'].includes(event.type) || !event.projectedAmount) {
      continue;
    }
    const current = totals.get(event.projectedAmount.currency) ?? {
      value: 0n,
      scale: 0,
    };
    totals.set(
      event.projectedAmount.currency,
      add(current, decimalFromString(event.projectedAmount.value)),
    );
  }
  return [...totals]
    .sort(([left], [right]) => left.localeCompare(right))
    .map(([currency, value]) => ({ currency, value: formatDecimal(value) }));
}