backend/src/modules/investments/income/income-analytics.dto.ts

import { ApiProperty, ApiPropertyOptional } from '@nestjs/swagger';
import { IsOptional, Matches } from 'class-validator';
import { MoneyDto } from '../../../common/money.dto';
import { BrokerageOperationDto } from '../operations/operations.api';

import {
  InvestmentDependencyDto,
  InvestmentReadQueryDto,
  InvestmentResourceMetaDto,
} from '../investment-resource.dto';

const dateOnly = /^\d{4}-\d{2}-\d{2}$/;

export class IncomeAnalyticsQueryDto extends InvestmentReadQueryDto {
  @ApiPropertyOptional({
    format: 'date',
    description:
      'Inclusive calendar date in Europe/Moscow. Supply both from/to or neither.',
  })
  @IsOptional()
  @Matches(dateOnly)
  from?: string;

  @ApiPropertyOptional({
    format: 'date',
    description:
      'Inclusive calendar date in Europe/Moscow, no later than today. Supply both from/to or neither.',
  })
  @IsOptional()
  @Matches(dateOnly)
  to?: string;
}

export class IncomePeriodDto {
  @ApiProperty({ format: 'date' })
  declare from: string;

  @ApiProperty({ format: 'date' })
  declare to: string;
}

export class IncomeCurrencySummaryDto {
  @ApiProperty()
  declare currency: string;

  @ApiProperty({ type: MoneyDto })
  declare coupon: MoneyDto;

  @ApiProperty({ type: MoneyDto })
  declare dividend: MoneyDto;

  @ApiProperty({ type: MoneyDto })
  declare total: MoneyDto;
}

export class IncomeSummaryDto {
  @ApiProperty()
  declare accountId: string;

  @ApiProperty({ type: IncomePeriodDto })
  declare period: IncomePeriodDto;

  @ApiProperty({ type: IncomeCurrencySummaryDto, isArray: true })
  declare totalsByCurrency: IncomeCurrencySummaryDto[];

  @ApiProperty({ format: 'date-time' })
  declare calculatedAt: string;
}

export class IncomeComparisonCurrencyDto {
  @ApiProperty()
  declare currency: string;

  @ApiProperty({ type: IncomeCurrencySummaryDto })
  declare selected: IncomeCurrencySummaryDto;

  @ApiProperty({ type: IncomeCurrencySummaryDto })
  declare compared: IncomeCurrencySummaryDto;

  @ApiProperty({ type: IncomeCurrencySummaryDto })
  declare difference: IncomeCurrencySummaryDto;
}

export class IncomeComparisonDto {
  @ApiProperty({ type: IncomePeriodDto })
  declare period: IncomePeriodDto;

  @ApiProperty({ type: IncomeComparisonCurrencyDto, isArray: true })
  declare totalsByCurrency: IncomeComparisonCurrencyDto[];
}

export class IncomeBucketDto {
  @ApiProperty({ type: IncomePeriodDto })
  declare period: IncomePeriodDto;

  @ApiProperty({ type: IncomeCurrencySummaryDto, isArray: true })
  declare totalsByCurrency: IncomeCurrencySummaryDto[];
}

export class IncomeInstrumentDto {
  @ApiProperty()
  declare key: string;

  @ApiProperty({ type: String, nullable: true })
  declare figi: string | null;

  @ApiProperty({ type: String, nullable: true })
  declare instrumentUid: string | null;

  @ApiProperty({ type: String, nullable: true })
  declare ticker: string | null;

  @ApiProperty({ type: String, nullable: true })
  declare instrumentType: string | null;

  @ApiProperty()
  declare displayName: string;

  @ApiProperty({ type: MoneyDto })
  declare coupon: MoneyDto;

  @ApiProperty({ type: MoneyDto })
  declare dividend: MoneyDto;

  @ApiProperty({ type: MoneyDto })
  declare total: MoneyDto;

  @ApiProperty()
  declare receiptCount: number;
}

export class IncomeAnalyticsEntryDto extends BrokerageOperationDto {
  @ApiProperty()
  declare instrumentKey: string;
}

export class IncomeAnalyticsDto extends IncomeSummaryDto {
  @ApiProperty({ type: IncomeComparisonDto, nullable: true })
  declare previous: IncomeComparisonDto | null;

  @ApiProperty({ type: IncomeComparisonDto, nullable: true })
  declare yearComparison: IncomeComparisonDto | null;

  @ApiProperty({ enum: ['day', 'week', 'month'] })
  declare bucketGranularity: 'day' | 'week' | 'month';

  @ApiProperty({ type: IncomeBucketDto, isArray: true })
  declare buckets: IncomeBucketDto[];

  @ApiProperty({ type: IncomeInstrumentDto, isArray: true })
  declare instruments: IncomeInstrumentDto[];

  @ApiProperty({ type: IncomeAnalyticsEntryDto, isArray: true })
  declare entries: IncomeAnalyticsEntryDto[];
}

export class IncomeSummaryResourceDto {
  @ApiProperty({ type: IncomeSummaryDto, nullable: true })
  declare data: IncomeSummaryDto | null;
  @ApiProperty({ type: InvestmentResourceMetaDto })
  declare meta: InvestmentResourceMetaDto;
}

const incomeDependencyRoles = ['selected', 'previous', 'year'] as const;

export class IncomeDependencyDto extends InvestmentDependencyDto {
  @ApiProperty({ enum: incomeDependencyRoles })
  declare role: (typeof incomeDependencyRoles)[number];
}

export class IncomeAnalyticsMetaDto extends InvestmentResourceMetaDto {
  @ApiProperty({
    type: IncomeDependencyDto,
    isArray: true,
    required: true,
    description:
      'Dependencies identified by role, not array order or resourceKey. A missing role is unavailable.',
  })
  declare dependencies: IncomeDependencyDto[];
}

export class IncomeAnalyticsResourceDto {
  @ApiProperty({ type: IncomeAnalyticsDto, nullable: true })
  declare data: IncomeAnalyticsDto | null;
  @ApiProperty({ type: IncomeAnalyticsMetaDto })
  declare meta: IncomeAnalyticsMetaDto;
}