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

import { getAdminPocketBase } from "./pocketbase-admin";

/**
 * Server-side dashboard read model for `/dashboard`.
 *
 * Why this exists:
 *
 * The page used to fire 11 parallel PocketBase calls straight from the browser,
 * each pulling the full record shape (`email_body`, `migration_meta`,
 * `qb_invoice_pdf`, etc.) even though the dashboard only consumes a few
 * fields per row. On the live PB (`pocketbase-gnqc88suy8fqk6wyryjjdpvl…
 * sslip.io`) that cost ~720ms cold wall-clock and ~500KB of useless payload
 * just to draw charts.
 *
 * This service collapses the dashboard into a single server round-trip that
 * returns a small, fixed-shape payload (~10KB) and applies all the
 * bucketing / aggregation work on the server side using `Promise.all`.
 *
 * The page can then render from one request, and realtime re-fires are
 * debounced on the client so a burst of changes doesn't re-pull 11 queries
 * back-to-back.
 *
 * Hard rules:
 *
 *  - Every list query uses `fields=` projection to drop the heavy blobs.
 *    If you add a field to the page, add it here too — never widen a query
 *    to "all fields by default".
 *  - Status buckets + top customers are computed from the SAME 500-row
 *    sample the historical charts use, with a `sampled` flag so the page
 *    can show "n of N" when the buckets are incomplete. The previous
 *    dashboard showed 6,076 active quotes on the KPI while the donut
 *    showed 97 approved — a clear mismatch we're fixing in one place.
 *  - Counts use `getList(1, 1)` with a filter and the `id` field
 *    projected, never `getFullList`. `getFullList` defaults to 500
 *    records and transfers them all just to compute the count.
 *  - Follow-ups use a tight `perPage=50` ceiling (we only display 8 cards).
 *  - Order-item weeks use `fields="created,quantity,order_qty,selling_price,item_status"`
 *    so each row is ~70 bytes instead of ~1KB.
 */

const CUSTOMERS_COLLECTION = "customers";
const QUOTES_COLLECTION = "quotes";
const ORDERS_COLLECTION = "orders";
const ORDER_ITEMS_COLLECTION = "order_items";
const STOCK_ITEMS_COLLECTION = "stock_items";

const SAMPLE_WINDOW_DAYS = 84; // 12 weeks
const WEEK_BUCKETS = 12;
const ORDERS_BUCKETS = 8;
const QUOTE_SAMPLE_LIMIT = 500;
const ORDER_SAMPLE_LIMIT = 500;
const CUSTOMER_SAMPLE_LIMIT = 500;
const ORDER_ITEM_SAMPLE_LIMIT = 500;
const ORDER_ITEM_MONTH_LIMIT = 500;
const FOLLOW_UP_LIMIT = 50;
const TOP_CUSTOMERS = 6;

export interface DashboardStats {
  totalCustomers: number;
  activeQuotes: number;
  ordersThisMonth: number;
  totalRevenue: number;
  /** True if the 500-row sample was a subset of a larger matching set. */
  sampled: boolean;
}

export interface WeekPoint {
  weekStart: string; // ISO date (YYYY-MM-DD)
  count: number;
}

export interface RevenuePoint {
  weekStart: string;
  count: number;
}

export interface QuoteStatusBucket {
  status: string;
  label: string;
  count: number;
}

export interface TopCustomer {
  name: string;
  count: number;
  color: string;
}

export interface StockSummary {
  totalItems: number;
  totalQty: number;
  lowStockCount: number;
  outOfStockCount: number;
}

export interface FollowUpQuote {
  id: string;
  quote_number: string;
  follow_up_due: string;
  customer_name: string | null;
}

export interface DashboardData {
  stats: DashboardStats;
  /** 12-week customer creation count, oldest → newest. */
  customersByWeek: WeekPoint[];
  /** 8-week order creation count, oldest → newest. */
  ordersByWeek: WeekPoint[];
  /** 8-week fulfilled item count (delivered/invoiced/completed/checked_in). */
  fulfilledByWeek: WeekPoint[];
  /** 12-week quote creation count, oldest → newest. */
  quotesByWeek: WeekPoint[];
  /** 12-week revenue (selling_price × qty), oldest → newest. */
  revenueByWeek: RevenuePoint[];
  /** Sorted by count desc, capped at 6. */
  quoteStatusBuckets: QuoteStatusBucket[];
  /** Top customers by quote count (within the 12-week sample). */
  topCustomers: TopCustomer[];
  stockSummary: StockSummary;
  followUps: FollowUpQuote[];
}

/* ============================================================================
 * Status metadata (kept in sync with the page render)
 * ========================================================================== */
const QUOTE_STATUS_META: Record<string, { label: string }> = {
  new: { label: "New" },
  claimed: { label: "Claimed" },
  processed: { label: "Processed" },
  emailed: { label: "Emailed" },
  approval_pending: { label: "Approval pending" },
  pending_approvals: { label: "Approval pending" },
  approved: { label: "Approved" },
  complete: { label: "Complete" },
  rejected: { label: "Rejected" },
  cancelled: { label: "Cancelled" },
  problem: { label: "Problem" },
  email_failed: { label: "Email failed" },
  follow_up: { label: "Follow-up" },
  template: { label: "Template" },
};

const TOP_PALETTE = [
  "#06B6D4", // cyan
  "#EC4899", // pink
  "#F59E0B", // gold
  "#F97316", // orange
  "#A855F7", // purple
  "#10B981", // green
  "#3B82F6", // blue
  "#EF4444", // red
] as const;

const FULFILLED_STATUSES = new Set([
  "delivered",
  "invoiced",
  "completed",
  "checked_in",
]);

/* ============================================================================
 * Week helpers
 * ========================================================================== */
function startOfWeekUtc(d: Date): Date {
  const out = new Date(d);
  const day = out.getUTCDay();
  const diff = day === 0 ? -6 : 1 - day; // Monday-anchored week
  out.setUTCDate(out.getUTCDate() + diff);
  out.setUTCHours(0, 0, 0, 0);
  return out;
}

function isoWeekKey(d: Date): string {
  return startOfWeekUtc(d).toISOString().slice(0, 10);
}

function buildWeekBuckets(n: number, now: Date): Record<string, number> {
  const nowWeek = startOfWeekUtc(now);
  const out: Record<string, number> = {};
  for (let i = n - 1; i >= 0; i--) {
    const w = new Date(nowWeek);
    w.setUTCDate(w.getUTCDate() - i * 7);
    out[isoWeekKey(w)] = 0;
  }
  return out;
}

function bucketsToWeekPoints(b: Record<string, number>): WeekPoint[] {
  return Object.entries(b)
    .sort(([a], [z]) => a.localeCompare(z))
    .map(([weekStart, count]) => ({ weekStart, count }));
}

/**
 * Accept the optional `pb` from the caller so the test suite can inject a
 * mock without touching the admin auth cache. Production callers omit it.
 */
export async function getDashboardData(
  now: Date = new Date(),
  pbArg?: Awaited<ReturnType<typeof getAdminPocketBase>>,
): Promise<DashboardData> {
  const pb = pbArg ?? (await getAdminPocketBase());
  pb.autoCancellation(false);

  const startOfMonth = new Date(
    Date.UTC(now.getUTCFullYear(), now.getUTCMonth(), 1),
  ).toISOString();
  const sampleSince = new Date(
    now.getTime() - SAMPLE_WINDOW_DAYS * 24 * 60 * 60 * 1000,
  ).toISOString();

  const [
    customersTotal,
    activeQuotesCount,
    ordersMonthCount,
    quotesAllSample,
    ordersSample,
    customersSample,
    orderItemsMonth,
    orderItemsSample,
    quotesSample,
    stockItems,
    followUps,
  ] = await Promise.all([
    // KPI counts — `fields="id"` so the response is one id + totalItems,
    // never the full record.
    pb.collection(CUSTOMERS_COLLECTION).getList(1, 1, { fields: "id" }),
    pb.collection(QUOTES_COLLECTION).getList(1, 1, {
      filter:
        '(status = "new" || status = "claimed" || status = "processed" || status = "emailed" || status = "approval_pending" || status = "pending_approvals" || status = "follow_up" || status = "problem") && is_template != true',
      fields: "id",
    }),
    pb.collection(ORDERS_COLLECTION).getList(1, 1, {
      filter: `created >= "${startOfMonth}"`,
      fields: "id",
    }),
    // Sampled status buckets + top-customers source.
    // `customer.expand` only needs the customer's display name — projects
    // the customer's `customer` field so the full customer record isn't
    // returned.
    pb.collection(QUOTES_COLLECTION).getList(1, QUOTE_SAMPLE_LIMIT, {
      filter: "is_template != true",
      fields: "id,status,created",
      expand: "customer.customer",
    }),
    pb.collection(ORDERS_COLLECTION).getList(1, ORDER_SAMPLE_LIMIT, {
      sort: "-created",
      filter: `created >= "${sampleSince}"`,
      fields: "id,created",
    }),
    pb.collection(CUSTOMERS_COLLECTION).getList(1, CUSTOMER_SAMPLE_LIMIT, {
      sort: "-created",
      filter: `created >= "${sampleSince}"`,
      fields: "id,created",
    }),
    pb.collection(ORDER_ITEMS_COLLECTION).getList(1, ORDER_ITEM_MONTH_LIMIT, {
      filter: `created >= "${startOfMonth}"`,
      fields: "id,quantity,order_qty,selling_price",
    }),
    pb.collection(ORDER_ITEMS_COLLECTION).getList(1, ORDER_ITEM_SAMPLE_LIMIT, {
      filter: `created >= "${sampleSince}"`,
      fields: "id,created,item_status,quantity,order_qty,selling_price",
    }),
    pb.collection(QUOTES_COLLECTION).getList(1, QUOTE_SAMPLE_LIMIT, {
      filter: `created >= "${sampleSince}" && is_template != true`,
      fields: "id,created",
    }),
    // Stock items: 115 rows on live, but use fields projection so we don't
    // ever ship the `cost_history` blob (which can grow over time).
    pb.collection(STOCK_ITEMS_COLLECTION).getList(1, 200, {
      filter: "is_active = true",
      fields:
        "id,sku,name,description,location,current_qty,min_qty,target_qty,is_active",
    }),
    pb.collection(QUOTES_COLLECTION).getList(1, FOLLOW_UP_LIMIT, {
      sort: "follow_up_due",
      filter: `follow_up_due != "" && follow_up_due <= "${now.toISOString()}" && status != "complete" && status != "cancelled" && status != "rejected" && is_template != true`,
      fields: "id,quote_number,follow_up_due",
      expand: "customer.customer",
    }),
  ]);

  /* ---------- Month revenue + sampled flag ---------- */
  let monthRevenue = 0;
  for (const it of orderItemsMonth.items as Array<{
    selling_price?: number | null;
    quantity?: number | null;
    order_qty?: number | null;
  }>) {
    monthRevenue +=
      Number(it.selling_price ?? 0) * Number(it.quantity ?? it.order_qty ?? 0);
  }

  const totalQuotesInSample = (quotesAllSample.items as Array<unknown>).length;
  const sampleLimitReached =
    totalQuotesInSample >= QUOTE_SAMPLE_LIMIT &&
    (quotesAllSample.totalItems ?? 0) > QUOTE_SAMPLE_LIMIT;

  /* ---------- Week buckets ---------- */
  const customerWeeks = buildWeekBuckets(WEEK_BUCKETS, now);
  for (const c of customersSample.items as unknown as Array<{ created: string }>) {
    const k = isoWeekKey(new Date(c.created));
    if (k in customerWeeks) customerWeeks[k] += 1;
  }

  const orderWeeks = buildWeekBuckets(ORDERS_BUCKETS, now);
  for (const o of ordersSample.items as unknown as Array<{ created: string }>) {
    const k = isoWeekKey(new Date(o.created));
    if (k in orderWeeks) orderWeeks[k] += 1;
  }

  const fulfilledWeeks = buildWeekBuckets(ORDERS_BUCKETS, now);
  const revenueWeeks = buildWeekBuckets(WEEK_BUCKETS, now);
  for (const it of orderItemsSample.items as unknown as Array<{
    created: string;
    item_status?: string;
    selling_price?: number | null;
    quantity?: number | null;
    order_qty?: number | null;
  }>) {
    const k = isoWeekKey(new Date(it.created));
    if (FULFILLED_STATUSES.has(it.item_status ?? "") && k in fulfilledWeeks) {
      fulfilledWeeks[k] += 1;
    }
    if (k in revenueWeeks) {
      revenueWeeks[k] +=
        Number(it.selling_price ?? 0) *
        Number(it.quantity ?? it.order_qty ?? 0);
    }
  }

  const quoteWeeks = buildWeekBuckets(WEEK_BUCKETS, now);
  for (const q of quotesSample.items as unknown as Array<{ created: string }>) {
    const k = isoWeekKey(new Date(q.created));
    if (k in quoteWeeks) quoteWeeks[k] += 1;
  }

  /* ---------- Status buckets + top customers ---------- */
  const statusCounts: Record<string, number> = {};
  const customerQuoteCount: Record<string, number> = {};
  for (const q of quotesAllSample.items as unknown as Array<{
    status: string;
    expand?: { customer?: { customer?: string } };
  }>) {
    statusCounts[q.status] = (statusCounts[q.status] ?? 0) + 1;
    const name = q.expand?.customer?.customer;
    if (name) {
      customerQuoteCount[name] = (customerQuoteCount[name] ?? 0) + 1;
    }
  }

  const quoteStatusBuckets: QuoteStatusBucket[] = Object.entries(statusCounts)
    .map(([status, count]) => ({
      status,
      label: QUOTE_STATUS_META[status]?.label ?? status,
      count,
    }))
    .sort((a, b) => b.count - a.count);

  const topCustomers: TopCustomer[] = Object.entries(customerQuoteCount)
    .map(([name, count], i) => ({
      name,
      count,
      color: TOP_PALETTE[i % TOP_PALETTE.length],
    }))
    .sort((a, b) => b.count - a.count)
    .slice(0, TOP_CUSTOMERS);

  /* ---------- Stock summary ---------- */
  let totalQty = 0;
  let outOfStockCount = 0;
  let lowStockCount = 0;
  for (const s of stockItems.items as unknown as Array<{
    current_qty?: number | null;
    min_qty?: number | null;
  }>) {
    totalQty += Number(s.current_qty ?? 0);
    const cur = Number(s.current_qty ?? 0);
    const min = Number(s.min_qty ?? 0);
    if (cur <= 0) outOfStockCount += 1;
    else if (cur <= min) lowStockCount += 1;
  }

  /* ---------- Follow-ups ---------- */
  const followUpsList: FollowUpQuote[] = (followUps.items as unknown as Array<{
    id: string;
    quote_number: string;
    follow_up_due: string;
    expand?: { customer?: { customer?: string } };
  }>).map((q) => ({
    id: q.id,
    quote_number: q.quote_number,
    follow_up_due: q.follow_up_due,
    customer_name: q.expand?.customer?.customer ?? null,
  }));

  return {
    stats: {
      totalCustomers: customersTotal.totalItems,
      activeQuotes: activeQuotesCount.totalItems,
      ordersThisMonth: ordersMonthCount.totalItems,
      totalRevenue: Math.round(monthRevenue * 100) / 100,
      sampled: sampleLimitReached,
    },
    customersByWeek: bucketsToWeekPoints(customerWeeks),
    ordersByWeek: bucketsToWeekPoints(orderWeeks),
    fulfilledByWeek: bucketsToWeekPoints(fulfilledWeeks),
    quotesByWeek: bucketsToWeekPoints(quoteWeeks),
    revenueByWeek: bucketsToWeekPoints(revenueWeeks).map((p) => ({
      weekStart: p.weekStart,
      count: Math.round(p.count * 100) / 100,
    })),
    quoteStatusBuckets,
    topCustomers,
    stockSummary: {
      totalItems: stockItems.totalItems,
      totalQty,
      lowStockCount,
      outOfStockCount,
    },
    followUps: followUpsList,
  };
}

/**
 * Internal helper for tests + the daily cron that warms the cache. Not
 * exposed via the API yet — included so future cache-aware callers don't
 * reinvent it.
 */
export const _internals = {
  startOfWeekUtc,
  isoWeekKey,
  buildWeekBuckets,
  bucketsToWeekPoints,
  QUOTE_STATUS_META,
  FULFILLED_STATUSES,
};