WFDASH-WEBAPP/src/lib/server/dashboard-service.test.ts

import { describe, it, expect, beforeEach, vi } from "vitest";

// --- PocketBase mock ---------------------------------------------------------
// Pattern lifted from orders-service.test.ts: a minimal in-memory store with
// just enough query semantics to drive getDashboardData's aggregation.

const { store, pbMock, clearStore } = vi.hoisted(() => {
  type StoreMap = Map<string, Record<string, unknown>>;
  const store: Record<string, StoreMap> = {};
  let seq = 0;
  const nextId = () => `mock-${++seq}`;

  const getOrCreateMap = (name: string): StoreMap => {
    if (!store[name]) store[name] = new Map();
    return store[name];
  };

  // Tokenise the filter enough for the dashboard queries to work. The
  // dashboard uses these shapes:
  //   "(status = \"a\" || status = \"b\") && is_template != true"
  //   "created >= \"2026-07-01T00:00:00.000Z\""
  //   "follow_up_due != \"\" && follow_up_due <= \"...\" && status != \"...\" && is_template != true"
  // We split on `&&` / `||`, then match each leaf as `field op "value"`.
  const matchesLeaf = (
    item: Record<string, unknown>,
    clause: string,
  ): boolean => {
    // PB accepts quoted or unquoted RHS values; capture both.
    const m = clause.match(/^(\w+)\s*(>=|<=|!=|=)\s*(?:"([^"]*)"|(\S+))$/);
    if (!m) return true; // unrecognised leaf — fail open (matches everything)
    const [, field, op, quoted, unquoted] = m;
    const expected = quoted ?? unquoted ?? "";
    const actual = item[field];
    const a = actual instanceof Date ? actual.toISOString() : String(actual ?? "");
    switch (op) {
      case "=": return a === expected;
      case "!=": return a !== expected;
      case ">=": return a >= expected;
      case "<=": return a <= expected;
      default: return true;
    }
  };

  const matchesGroup = (
    item: Record<string, unknown>,
    group: string,
  ): boolean => {
    if (!group.trim()) return true;
    const alts = group.split("||").map((s) => s.trim()).filter(Boolean);
    return alts.some((alt) => {
      const leaves = alt.split("&&").map((s) => s.trim()).filter(Boolean);
      return leaves.every((leaf) => matchesLeaf(item, leaf));
    });
  };

  const where = (name: string, filter: string): Record<string, unknown>[] => {
    const items = Array.from(getOrCreateMap(name).values());
    if (!filter || !filter.trim()) return items;
    return items.filter((item) => matchesGroup(item, filter));
  };

  const pbMock = {
    autoCancellation: () => undefined,
    collection: (name: string) => ({
      async getList(
        page = 1,
        perPage = 25,
        opts: { filter?: string; sort?: string; fields?: string } = {},
      ) {
        const all = where(name, opts.filter || "");
        if (opts.sort) {
          const sign = opts.sort.startsWith("-") ? -1 : 1;
          const field = opts.sort.replace(/^-/, "");
          all.sort((a, b) => {
            const av = a[field] as string | number | undefined;
            const bv = b[field] as string | number | undefined;
            if (av === bv) return 0;
            if (av === undefined) return 1;
            if (bv === undefined) return -1;
            return (av > bv ? 1 : -1) * sign;
          });
        }
        const totalItems = all.length;
        const totalPages = Math.max(1, Math.ceil(totalItems / perPage));
        const start = (page - 1) * perPage;
        const items = all.slice(start, start + perPage);
        return { items, totalItems, totalPages, page, perPage };
      },
      async getFullList(opts: { filter?: string; fields?: string } = {}) {
        return where(name, opts.filter || "");
      },
      async create(data: Record<string, unknown>) {
        const item = {
          id: nextId(),
          created: new Date().toISOString(),
          updated: new Date().toISOString(),
          ...data,
        };
        getOrCreateMap(name).set(item.id, item);
        return item;
      },
    }),
  };

  const clearStore = () => {
    for (const key of Object.keys(store)) delete store[key];
    seq = 0;
  };

  return { store, pbMock, clearStore };
});

vi.mock("pocketbase", () => ({
  default: vi.fn().mockImplementation(() => pbMock),
}));

vi.mock("./pocketbase-admin", () => ({
  getAdminPocketBase: vi.fn().mockResolvedValue(pbMock),
}));

import { getDashboardData } from "./dashboard-service";

beforeEach(() => {
  clearStore();
});

/* ============================================================================
 * Helpers
 * ========================================================================== */
function isoDaysAgo(n: number): string {
  const d = new Date("2026-08-05T12:00:00.000Z");
  d.setUTCDate(d.getUTCDate() - n);
  return d.toISOString();
}

/**
 * Lazy-init the backing map for `name` and return it. We can't use
 * `pbMock.collection(name).getList(...)` to initialise because the test
 * bodies then want predictable ids and write directly to the map.
 */
function getMap(name: string): Map<string, Record<string, unknown>> {
  pbMock.collection(name).getList(1, 1);
  return (store as Record<string, Map<string, Record<string, unknown>>>)[name];
}

async function seedBasic() {
  const customersMap = getMap("customers");
  const ordersMap = getMap("orders");
  const orderItemsMap = getMap("order_items");
  const quotesMap = getMap("quotes");
  const stockMap = getMap("stock_items");

  customersMap.set("c-1", { id: "c-1", customer: "Acme", created: isoDaysAgo(1) });
  customersMap.set("c-2", { id: "c-2", customer: "Bravo", created: isoDaysAgo(14) });

  ordersMap.set("o-1", { id: "o-1", created: isoDaysAgo(1) });
  ordersMap.set("o-2", { id: "o-2", created: isoDaysAgo(20) });

  orderItemsMap.set("oi-1", {
    id: "oi-1",
    created: isoDaysAgo(1),
    item_status: "delivered",
    selling_price: 100,
    quantity: 2,
  });

  for (let i = 0; i < 10; i += 1) {
    quotesMap.set(`q-${i}`, {
      id: `q-${i}`,
      status: i % 2 === 0 ? "emailed" : "approved",
      is_template: false,
      created: isoDaysAgo(7),
      customer: "c-1",
    });
  }

  stockMap.set("s-1", { id: "s-1", current_qty: 0, min_qty: 5, is_active: true });
  stockMap.set("s-2", { id: "s-2", current_qty: 2, min_qty: 5, is_active: true });
}

/* ============================================================================
 * Tests
 * ========================================================================== */
describe("getDashboardData", () => {
  it("returns counts and week buckets from a small seed", async () => {
    await seedBasic();
    const data = await getDashboardData(new Date("2026-08-05T12:00:00.000Z"));

    expect(data.stats.totalCustomers).toBe(2);
    expect(data.stats.ordersThisMonth).toBeGreaterThanOrEqual(1);
    expect(data.stats.totalRevenue).toBeGreaterThan(0);
    expect(data.customersByWeek.length).toBe(12);
    expect(data.ordersByWeek.length).toBe(8);
    expect(data.fulfilledByWeek.length).toBe(8);
    expect(data.quotesByWeek.length).toBe(12);
    expect(data.revenueByWeek.length).toBe(12);
  });

  it("buckets orders into Monday-anchored weeks and increments the right bucket", async () => {
    const customersMap = getMap("customers");
    // Two customers in the most-recent week
    customersMap.set("c-recent-1", { id: "c-recent-1", customer: "Recent A", created: "2026-08-04T12:00:00.000Z" });
    customersMap.set("c-recent-2", { id: "c-recent-2", customer: "Recent B", created: "2026-08-03T12:00:00.000Z" });
    // One customer ~2 weeks ago
    customersMap.set("c-old", { id: "c-old", customer: "Old", created: "2026-07-22T12:00:00.000Z" });

    const data = await getDashboardData(new Date("2026-08-05T12:00:00.000Z"));

    const lastWeek = data.customersByWeek.at(-1);
    const secondLast = data.customersByWeek.at(-2);
    expect(lastWeek?.count).toBeGreaterThanOrEqual(2);
    // The old customer should NOT be in the most-recent bucket
    expect((lastWeek?.count ?? 0) + (secondLast?.count ?? 0)).toBeLessThanOrEqual(3);
  });

  it("counts fulfilled items only from the terminal-status set", async () => {
    const orderItemsMap = getMap("order_items");
    orderItemsMap.set("oi-d1", { id: "oi-d1", created: isoDaysAgo(1), item_status: "delivered" });
    orderItemsMap.set("oi-d2", { id: "oi-d2", created: isoDaysAgo(2), item_status: "invoiced" });
    orderItemsMap.set("oi-d3", { id: "oi-d3", created: isoDaysAgo(3), item_status: "completed" });
    orderItemsMap.set("oi-d4", { id: "oi-d4", created: isoDaysAgo(4), item_status: "checked_in" });
    orderItemsMap.set("oi-d5", { id: "oi-d5", created: isoDaysAgo(5), item_status: "new" });
    orderItemsMap.set("oi-d6", { id: "oi-d6", created: isoDaysAgo(6), item_status: "cancelled" });

    const data = await getDashboardData(new Date("2026-08-05T12:00:00.000Z"));
    const fulfilledTotal = data.fulfilledByWeek.reduce((s, w) => s + w.count, 0);
    expect(fulfilledTotal).toBe(4);
  });

  it("computes revenue from selling_price × quantity in the sample window", async () => {
    const orderItemsMap = getMap("order_items");
    orderItemsMap.set("oi-r1", { id: "oi-r1", created: isoDaysAgo(1), selling_price: 50, quantity: 4 });
    orderItemsMap.set("oi-r2", { id: "oi-r2", created: isoDaysAgo(2), selling_price: 0, quantity: 10 });
    orderItemsMap.set("oi-r3", { id: "oi-r3", created: isoDaysAgo(3), selling_price: 100, quantity: 2 });

    const data = await getDashboardData(new Date("2026-08-05T12:00:00.000Z"));
    const revenueTotal = data.revenueByWeek.reduce((s, w) => s + w.count, 0);
    expect(revenueTotal).toBeCloseTo(400, 2);
  });

  it("groups quotes into status buckets and surfaces top customers", async () => {
    const quotesMap = getMap("quotes");
    const customersMap = getMap("customers");
    customersMap.set("c-a", { id: "c-a", customer: "AlphaCorp" });
    customersMap.set("c-b", { id: "c-b", customer: "BetaCorp" });

    // 6 emailed + 3 approved for AlphaCorp, 2 emailed for BetaCorp
    for (let i = 0; i < 6; i += 1) {
      quotesMap.set(`q-a-${i}`, {
        id: `q-a-${i}`,
        status: "emailed",
        is_template: false,
        created: isoDaysAgo(7),
        customer: "c-a",
        expand: { customer: { customer: "AlphaCorp" } },
      });
    }
    for (let i = 0; i < 3; i += 1) {
      quotesMap.set(`q-a-appr-${i}`, {
        id: `q-a-appr-${i}`,
        status: "approved",
        is_template: false,
        created: isoDaysAgo(7),
        customer: "c-a",
        expand: { customer: { customer: "AlphaCorp" } },
      });
    }
    for (let i = 0; i < 2; i += 1) {
      quotesMap.set(`q-b-${i}`, {
        id: `q-b-${i}`,
        status: "emailed",
        is_template: false,
        created: isoDaysAgo(7),
        customer: "c-b",
        expand: { customer: { customer: "BetaCorp" } },
      });
    }

    const data = await getDashboardData(new Date("2026-08-05T12:00:00.000Z"));

    const emailedBucket = data.quoteStatusBuckets.find((b) => b.status === "emailed");
    const approvedBucket = data.quoteStatusBuckets.find((b) => b.status === "approved");
    expect(emailedBucket?.count).toBe(8);
    expect(approvedBucket?.count).toBe(3);

    expect(data.topCustomers[0]?.name).toBe("AlphaCorp");
    expect(data.topCustomers[0]?.count).toBe(9);
    expect(data.topCustomers[1]?.name).toBe("BetaCorp");
    expect(data.topCustomers[1]?.count).toBe(2);
  });

  it("excludes templates from status buckets and active counts", async () => {
    const quotesMap = getMap("quotes");
    for (let i = 0; i < 5; i += 1) {
      quotesMap.set(`q-${i}`, {
        id: `q-${i}`,
        status: "emailed",
        is_template: false,
        created: isoDaysAgo(7),
      });
    }
    // Templates should NOT count
    for (let i = 0; i < 3; i += 1) {
      quotesMap.set(`qt-${i}`, {
        id: `qt-${i}`,
        status: "emailed",
        is_template: true,
        created: isoDaysAgo(7),
      });
    }

    const data = await getDashboardData(new Date("2026-08-05T12:00:00.000Z"));

    const emailedBucket = data.quoteStatusBuckets.find((b) => b.status === "emailed");
    expect(emailedBucket?.count).toBe(5);
  });

  it("sums stock totals, low-stock, and out-of-stock correctly", async () => {
    const stockMap = getMap("stock_items");
    stockMap.set("s-1", { id: "s-1", current_qty: 0, min_qty: 5, is_active: true });
    stockMap.set("s-2", { id: "s-2", current_qty: 5, min_qty: 5, is_active: true });
    stockMap.set("s-3", { id: "s-3", current_qty: 6, min_qty: 5, is_active: true });
    stockMap.set("s-4", { id: "s-4", current_qty: 3, min_qty: 5, is_active: true });
    stockMap.set("s-5", { id: "s-5", current_qty: 100, min_qty: 5, is_active: true });

    const data = await getDashboardData(new Date("2026-08-05T12:00:00.000Z"));
    expect(data.stockSummary.totalItems).toBe(5);
    expect(data.stockSummary.totalQty).toBe(114);
    expect(data.stockSummary.outOfStockCount).toBe(1);
    expect(data.stockSummary.lowStockCount).toBe(2); // 5 (at-min) and 3 (below-min)
  });

  it("returns follow-ups only for due dates in non-terminal statuses", async () => {
    const quotesMap = getMap("quotes");
    const customersMap = getMap("customers");
    customersMap.set("c-1", { id: "c-1", customer: "Acme" });

    quotesMap.set("q-overdue", {
      id: "q-overdue",
      quote_number: "Q-001",
      follow_up_due: "2026-08-01T00:00:00.000Z",
      status: "emailed",
      is_template: false,
      customer: "c-1",
      expand: { customer: { customer: "Acme" } },
    });
    // Future follow-up: should be excluded by the <= now filter
    quotesMap.set("q-future", {
      id: "q-future",
      quote_number: "Q-002",
      follow_up_due: "2099-01-01T00:00:00.000Z",
      status: "emailed",
      is_template: false,
    });
    // Empty follow_up_due: excluded
    quotesMap.set("q-empty", {
      id: "q-empty",
      quote_number: "Q-003",
      follow_up_due: "",
      status: "emailed",
      is_template: false,
    });
    // Complete status: excluded
    quotesMap.set("q-complete", {
      id: "q-complete",
      quote_number: "Q-004",
      follow_up_due: "2026-08-01T00:00:00.000Z",
      status: "complete",
      is_template: false,
    });

    const data = await getDashboardData(new Date("2026-08-05T12:00:00.000Z"));
    expect(data.followUps).toHaveLength(1);
    expect(data.followUps[0]?.id).toBe("q-overdue");
    expect(data.followUps[0]?.customer_name).toBe("Acme");
  });

  it("flags stats.sampled when the 500-row sample is a subset of a larger matching set", async () => {
    const quotesMap = getMap("quotes");
    // 510 quotes → sample limit (500) is hit, so sampled=true
    for (let i = 0; i < 510; i += 1) {
      quotesMap.set(`q-${i}`, {
        id: `q-${i}`,
        status: "emailed",
        is_template: false,
        created: isoDaysAgo(7),
      });
    }

    const data = await getDashboardData(new Date("2026-08-05T12:00:00.000Z"));
    expect(data.stats.sampled).toBe(true);
  });

  it("does not flag sampled when all matching rows fit in the sample window", async () => {
    const quotesMap = getMap("quotes");
    for (let i = 0; i < 50; i += 1) {
      quotesMap.set(`q-${i}`, {
        id: `q-${i}`,
        status: "emailed",
        is_template: false,
        created: isoDaysAgo(7),
      });
    }

    const data = await getDashboardData(new Date("2026-08-05T12:00:00.000Z"));
    expect(data.stats.sampled).toBe(false);
  });
});