backend/src/modules/investments/investment-sync-plan.ts

import { ISO_DATE_LENGTH, ISO_DATE_START } from '../../common/time';
import { planIncomePeriod } from './income/income.api';
import { dateOnlyBounds, moscowDate } from './investment-calendar';
import {
  type OperationInterval,
  operationIntervals,
} from './operations/domain/operations-sync-plan';

const FORECAST_YEARS = 1;
const JANUARY_INDEX = 0;
const FIRST_DAY_OF_MONTH = 1;
const EXCLUSIVE_END_OFFSET_MS = 1;
const NO_END_OFFSET_MS = 0;

export type InvestmentScreen = {
  accountId?: string;
  candlePeriod?: 'all' | 'halfYear' | 'month' | 'year';
  candleRange?: { from: Date; to: Date };
  from?: string;
  instrumentUid?: string;
  query?: string;
  screen:
    | 'account' |
    'accounts' |
    'bond' |
    'bonds' |
    'events' |
    'income' |
    'operations' |
    'stock' |
    'stocks';
  to?: string;
};
const defaultEventDays = 30;
const incomeHistoryYears = 5;
const candleMonths = { month: 1, halfYear: 6, year: 12 };

type Account = { accountId: string; openedOn: null | string };
type Instrument = {
  historyFrom: Date | null;
  type: 'BOND' | 'STOCK';
  uid: string;
};
type Source = {
  accountId?: string;
  from?: Date;
  instrumentType?: 'BOND' | 'STOCK';
  instrumentUid?: string;
  kind:
    | 'calendar' |
    'candles' |
    'catalog' |
    'company' |
    'membership' |
    'metadata' |
    'metrics' |
    'operations' |
    'portfolio' |
    'quote';
  priority: 'discovery' | 'history' | 'screen';
  query?: string;
  to?: Date;
};

// Expands screen scope, never credentials or arbitrary caller-supplied jobs.
// Owners execute their own sources and expand instruments after discovery.
export function planInvestmentScreen(
  screen: InvestmentScreen,
  context: {
    accounts: Account[];
    instruments: Instrument[];
    membershipKnown: boolean;
  },
  now: Date,
  force = false,
) {
  const sources: Source[] = [{ kind: 'membership', priority: 'discovery' }];
  const accounts = context.accounts.filter(
    (account) =>
      !screen.accountId ||
      screen.accountId === 'all' ||
      account.accountId === screen.accountId,
  );
  const unavailable: { reason: string; resourceKey: string }[] = [];
  const operations = (from: Date, to: Date, instrumentUid?: string) => {
    const targets = accounts.flatMap((account) =>
      from < to
        ? [
            {
              accountId: account.accountId,
              from,
              to,
              ...(instrumentUid ? { instrumentUid } : {}),
            },
          ]
        : [],
    );
    sources.push(
      ...operationIntervals(targets).map((range) => ({
        ...range,
        kind: 'operations' as const,
        priority: 'screen' as const,
      })),
    );
  };
  const portfolio = () =>
    sources.push(
      ...accounts.map(({ accountId }) => ({
        kind: 'portfolio' as const,
        accountId,
        priority: 'screen' as const,
      })),
    );
  const knownOpening =
    accounts.length && accounts.every((account) => account.openedOn)
      ? new Date(
          // eslint-disable-next-line sonarjs/no-alphabetical-sort -- Code-unit ordering is intentional for canonical keys and ISO dates; locale collation would change persisted bindings.
          `${accounts.map((account) => account.openedOn ?? '').sort()[0]}T00:00:00+03:00`,
        )
      : undefined;
  if (!context.membershipKnown) return { sources, unavailable, now };
  if (
    ['account', 'accounts', 'bond', 'events', 'stock'].includes(screen.screen)
  ) {
    portfolio();
  }
  if (
    screen.screen === 'operations' ||
    screen.screen === 'stock' ||
    screen.screen === 'bond'
  ) {
    const range = ledgerRange(
      screen.from,
      screen.to,
      screen.instrumentUid,
      accounts,
      now,
    );
    operations(range.from, range.to, force ? screen.instrumentUid : undefined);
  }
  if (screen.screen === 'account' || screen.screen === 'income') {
    const period = planIncomePeriod(
      screen.screen === 'income' ? screen.from : undefined,
      screen.screen === 'income' ? screen.to : undefined,
      knownOpening,
    );
    for (const range of [
      period.selected,
      ...(screen.screen === 'income'
        ? [period.previous, ...(period.yearAgo ? [period.yearAgo] : [])]
        : []),
    ]) {
      const bounds = dateOnlyBounds(range, now);
      operations(bounds.from, bounds.to);
    }
    if (screen.screen === 'income' && !period.yearAgo) {
      unavailable.push({
        resourceKey: 'income/yearAgo', // gitleaks:allow public resource identifier
        reason: 'calendar_or_account_boundary',
      });
    }
    if (screen.screen === 'account') {
      const range = ledgerRange(
        screen.from,
        screen.to,
        undefined,
        accounts,
        now,
      );
      operations(range.from, range.to);
    }
  }
  if (screen.screen === 'stocks' || screen.screen === 'bonds') {
    sources.push({
      kind: 'catalog',
      instrumentType: screen.screen === 'stocks' ? 'STOCK' : 'BOND',
      query: screen.query?.trim().toUpperCase() ?? '',
      priority: 'screen',
    });
  }
  const instruments = context.instruments.filter(
    (instrument) =>
      !screen.instrumentUid || instrument.uid === screen.instrumentUid,
  );
  if (
    screen.instrumentUid &&
    !instruments.length &&
    (screen.screen === 'stock' || screen.screen === 'bond')
  ) {
    instruments.push({
      uid: screen.instrumentUid,
      type: screen.screen === 'stock' ? 'STOCK' : 'BOND',
      historyFrom: null,
    });
  }
  for (const instrument of instruments) {
    const identity = {
      instrumentUid: instrument.uid,
      instrumentType: instrument.type,
    };
    sources.push({ ...identity, kind: 'metadata', priority: 'screen' });
    if (['bond', 'bonds', 'stock', 'stocks'].includes(screen.screen)) {
      sources.push({ ...identity, kind: 'quote', priority: 'screen' });
    }
    if (screen.screen === 'stock' || screen.screen === 'bond') {
      sources.push({
        ...identity,
        kind: screen.screen === 'stock' ? 'company' : 'metrics',
        priority: 'screen',
      });
      const from = new Date(now);
      const period = screen.candlePeriod ?? 'month';
      if (period !== 'all') {
        // eslint-disable-next-line security/detect-object-injection -- The period belongs to the validated candle-period union.
        from.setUTCMonth(from.getUTCMonth() - candleMonths[period]);
      }
      const range =
        screen.candleRange ??
        (period === 'all'
          ? instrument.historyFrom
            ? { from: instrument.historyFrom, to: now }
            : null
          : { from, to: now });
      if (range) {
        sources.push({
          ...identity,
          kind: 'candles',
          ...range,
          priority: 'screen',
        });
      } else {
        unavailable.push({
          resourceKey: `candles/${instrument.uid}/all`,
          reason: 'history_start_unavailable',
        });
      }
    }
    if (['account', 'bond', 'events', 'stock'].includes(screen.screen)) {
      const day =
        screen.screen === 'stock' || screen.screen === 'bond'
          ? moscowDate(now)
          : now.toISOString().slice(ISO_DATE_START, ISO_DATE_LENGTH);
      const from =
        screen.screen === 'events' && screen.from
          ? new Date(`${screen.from}T00:00:00Z`)
          : new Date(`${day}T00:00:00Z`);
      const to =
        screen.screen === 'events' && screen.to
          ? new Date(`${screen.to}T00:00:00Z`)
          : new Date(from);
      if (
        !(screen.screen === 'events' && screen.to) &&
        screen.screen !== 'stock' &&
        screen.screen !== 'bond'
      ) {
        to.setUTCDate(to.getUTCDate() + defaultEventDays);
      }
      if (screen.screen === 'stock' || screen.screen === 'bond') {
        from.setUTCFullYear(from.getUTCFullYear() - incomeHistoryYears);
        to.setUTCFullYear(to.getUTCFullYear() + FORECAST_YEARS);
      }
      sources.push({
        ...identity,
        kind: 'calendar',
        from,
        to,
        priority: 'screen',
      });
    }
  }
  if (!force && !['bonds', 'stocks'].includes(screen.screen)) {
    sources.push(
      ...accountHistory(accounts, now).map((range) => ({
        ...range,
        kind: 'operations' as const,
        priority: 'history' as const,
      })),
    );
  }
  const priorities = { discovery: 0, screen: 1, history: 2 };
  sources.sort(
    (left, right) => priorities[left.priority] - priorities[right.priority],
  );
  return { sources, unavailable, now };
}

export function accountHistory(
  accounts: Account[],
  now: Date,
): OperationInterval[] {
  return accounts.flatMap((account) => {
    const from = new Date(
      account.openedOn
        ? `${account.openedOn}T00:00:00Z`
        : '1970-01-01T00:00:00Z',
    );
    return from < now ? [{ accountId: account.accountId, from, to: now }] : [];
  });
}

export function ledgerRange(
  fromValue: string | undefined,
  toValue: string | undefined,
  instrumentUid: string | undefined,
  accounts: Account[],
  now: Date,
) {
  const opening = accounts.every((account) => account.openedOn)
    // eslint-disable-next-line sonarjs/no-alphabetical-sort -- Code-unit ordering is intentional for canonical keys and ISO dates; locale collation would change persisted bindings.
    ? accounts.map((account) => account.openedOn ?? '').sort()[0]
    : undefined;
  const from = fromValue
    ? new Date(fromValue)
    : instrumentUid
      ? new Date(opening ? `${opening}T00:00:00Z` : '1970-01-01T00:00:00Z')
      : new Date(Date.UTC(now.getUTCFullYear(), JANUARY_INDEX, FIRST_DAY_OF_MONTH));
  const end = toValue
    ? new Date(
        /^\d{4}-\d{2}-\d{2}$/.test(toValue)
          ? `${toValue}T23:59:59.999Z`
          : toValue,
      )
    : now;
  return {
    from,
    to: new Date(Math.min(end.valueOf() + (toValue ? EXCLUSIVE_END_OFFSET_MS : NO_END_OFFSET_MS), now.valueOf())),
  };
}