marco
54cccdd095
- Removido README.md padrão do Laravel (backend) - Removidos scripts de deploy (não mais necessários) - Atualizado copilot-instructions.md para novo fluxo - Adicionada documentação de auditoria do servidor - Sincronizado código de produção com repositório Novo workflow: - Trabalhamos diretamente em /root/webmoney (symlink para /var/www/webmoney) - Mudanças PHP são instantâneas - Mudanças React requerem 'npm run build' - Commit após validação funcional
394 lines
14 KiB
PHP
Executable File
394 lines
14 KiB
PHP
Executable File
<?php
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namespace App\Services;
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use App\Models\RecurringTemplate;
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use App\Models\RecurringInstance;
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use App\Models\Transaction;
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use Carbon\Carbon;
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use Illuminate\Support\Facades\DB;
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class RecurringService
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{
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/**
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* Horizonte padrão de geração (em meses)
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*/
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private const DEFAULT_HORIZON_MONTHS = 12;
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/**
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* Cria um template de recorrência a partir de uma transação existente
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*/
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public function createFromTransaction(
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Transaction $transaction,
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string $frequency,
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array $options = []
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): RecurringTemplate {
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$template = RecurringTemplate::create([
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'user_id' => $transaction->user_id,
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'source_transaction_id' => $transaction->id,
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'name' => $options['name'] ?? $transaction->description,
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'description' => $options['description'] ?? null,
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'frequency' => $frequency,
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'frequency_interval' => $options['frequency_interval'] ?? 1,
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'day_of_month' => $options['day_of_month'] ?? $transaction->planned_date->day,
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'day_of_week' => $options['day_of_week'] ?? $transaction->planned_date->dayOfWeek,
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'start_date' => $options['start_date'] ?? $transaction->planned_date,
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'end_date' => $options['end_date'] ?? null,
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'max_occurrences' => $options['max_occurrences'] ?? null,
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'account_id' => $transaction->account_id,
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'category_id' => $transaction->category_id,
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'cost_center_id' => $transaction->cost_center_id,
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'type' => $transaction->type,
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'planned_amount' => $transaction->planned_amount,
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'transaction_description' => $transaction->description,
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'notes' => $transaction->notes,
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'is_active' => true,
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]);
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// Gerar instâncias iniciais
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$this->generateInstances($template);
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return $template->fresh(['instances', 'account', 'category']);
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}
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/**
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* Cria um template de recorrência manualmente
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*/
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public function createTemplate(int $userId, array $data): RecurringTemplate
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{
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$template = RecurringTemplate::create([
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'user_id' => $userId,
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'source_transaction_id' => $data['source_transaction_id'] ?? null,
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'name' => $data['name'],
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'description' => $data['description'] ?? null,
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'frequency' => $data['frequency'],
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'frequency_interval' => $data['frequency_interval'] ?? 1,
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'day_of_month' => $data['day_of_month'] ?? null,
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'day_of_week' => $data['day_of_week'] ?? null,
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'start_date' => $data['start_date'],
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'end_date' => $data['end_date'] ?? null,
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'max_occurrences' => $data['max_occurrences'] ?? null,
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'account_id' => $data['account_id'],
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'category_id' => $data['category_id'] ?? null,
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'cost_center_id' => $data['cost_center_id'] ?? null,
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'type' => $data['type'],
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'planned_amount' => $data['planned_amount'],
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'transaction_description' => $data['transaction_description'],
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'notes' => $data['notes'] ?? null,
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'is_active' => true,
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]);
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// Gerar instâncias iniciais
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$this->generateInstances($template);
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return $template->fresh(['instances', 'account', 'category']);
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}
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/**
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* Gera instâncias para um template até o horizonte definido
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*/
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public function generateInstances(RecurringTemplate $template, ?int $horizonMonths = null): int
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{
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if (!$template->canGenerateMore()) {
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return 0;
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}
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$horizonMonths = $horizonMonths ?? self::DEFAULT_HORIZON_MONTHS;
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$horizonDate = now()->addMonths($horizonMonths)->endOfMonth();
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// Determinar data inicial para geração
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$startDate = $template->last_generated_date
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? $this->calculateNextDate($template, $template->last_generated_date)
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: Carbon::parse($template->start_date);
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$generated = 0;
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$currentDate = $startDate;
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$occurrenceNumber = $template->occurrences_generated;
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while ($currentDate->lte($horizonDate)) {
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// Verificar limites
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if ($template->max_occurrences !== null && $occurrenceNumber >= $template->max_occurrences) {
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break;
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}
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if ($template->end_date !== null && $currentDate->gt($template->end_date)) {
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break;
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}
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// Verificar se já existe instância para esta data
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$exists = RecurringInstance::where('recurring_template_id', $template->id)
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->where('due_date', $currentDate->toDateString())
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->exists();
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if (!$exists) {
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$occurrenceNumber++;
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RecurringInstance::create([
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'user_id' => $template->user_id,
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'recurring_template_id' => $template->id,
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'occurrence_number' => $occurrenceNumber,
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'due_date' => $currentDate,
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'planned_amount' => $template->planned_amount,
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'status' => RecurringInstance::STATUS_PENDING,
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]);
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$generated++;
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}
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// Próxima data
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$currentDate = $this->calculateNextDate($template, $currentDate);
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}
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// Atualizar template
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if ($generated > 0) {
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$template->update([
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'last_generated_date' => RecurringInstance::where('recurring_template_id', $template->id)
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->max('due_date'),
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'occurrences_generated' => $occurrenceNumber,
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]);
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}
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return $generated;
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}
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/**
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* Calcula a próxima data de vencimento baseada na frequência
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* IMPORTANTE: Ajusta dias para meses curtos (ex: 31 → 28 em fevereiro)
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*/
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public function calculateNextDate(RecurringTemplate $template, Carbon $fromDate): Carbon
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{
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$interval = $template->frequency_interval ?? 1;
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$nextDate = $fromDate->copy();
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switch ($template->frequency) {
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case 'daily':
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$nextDate->addDays($interval);
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break;
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case 'weekly':
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$nextDate->addWeeks($interval);
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// Se tem dia da semana definido, ajustar
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if ($template->day_of_week !== null) {
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$nextDate->next($template->day_of_week);
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}
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break;
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case 'biweekly':
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$nextDate->addWeeks(2 * $interval);
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break;
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case 'monthly':
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case 'bimonthly':
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case 'quarterly':
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case 'semiannual':
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case 'annual':
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$months = match($template->frequency) {
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'monthly' => 1,
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'bimonthly' => 2,
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'quarterly' => 3,
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'semiannual' => 6,
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'annual' => 12,
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} * $interval;
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$nextDate = $this->addMonthsWithDayAdjustment(
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$fromDate,
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$months,
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$template->day_of_month
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);
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break;
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}
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return $nextDate;
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}
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/**
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* Adiciona meses à data mantendo o dia do mês correto
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* Se o dia não existe no mês destino, usa o último dia disponível
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*
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* Exemplo: 31/Jan + 1 mês = 28/Fev (ou 29 em bissexto)
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* 30/Jan + 1 mês = 28/Fev
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* 29/Jan + 1 mês = 28/Fev (ou 29 em bissexto)
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*/
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private function addMonthsWithDayAdjustment(Carbon $date, int $months, ?int $preferredDay = null): Carbon
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{
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$targetDay = $preferredDay ?? $date->day;
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// Avançar os meses
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$newDate = $date->copy()->addMonths($months);
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// Obter o último dia do mês destino
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$lastDayOfMonth = $newDate->copy()->endOfMonth()->day;
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// Se o dia preferido é maior que o último dia do mês, usar o último dia
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$actualDay = min($targetDay, $lastDayOfMonth);
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// Definir o dia correto
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$newDate->day($actualDay);
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return $newDate;
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}
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/**
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* Concilia uma instância com uma transação existente
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*/
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public function reconcileWithTransaction(
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RecurringInstance $instance,
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Transaction $transaction,
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?string $notes = null
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): RecurringInstance {
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return DB::transaction(function () use ($instance, $transaction, $notes) {
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$instance->update([
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'status' => RecurringInstance::STATUS_PAID,
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'transaction_id' => $transaction->id,
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'paid_at' => $transaction->effective_date ?? $transaction->planned_date,
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'paid_amount' => $transaction->amount ?? $transaction->planned_amount,
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'paid_notes' => $notes,
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]);
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// Atualizar transação com link reverso
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$transaction->update([
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'recurring_instance_id' => $instance->id,
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]);
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// Gerar próximas instâncias se necessário
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$this->generateInstances($instance->template);
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return $instance->fresh(['template', 'transaction']);
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});
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}
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/**
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* Marca como pago criando uma nova transação
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*/
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public function markAsPaid(
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RecurringInstance $instance,
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array $transactionData = []
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): RecurringInstance {
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return DB::transaction(function () use ($instance, $transactionData) {
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$template = $instance->template;
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// Criar transação
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$transaction = Transaction::create([
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'user_id' => $template->user_id,
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'account_id' => $template->account_id,
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'category_id' => $template->category_id,
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'cost_center_id' => $template->cost_center_id,
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'type' => $template->type,
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'planned_amount' => $transactionData['amount'] ?? $instance->planned_amount,
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'amount' => $transactionData['amount'] ?? $instance->planned_amount,
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'planned_date' => $instance->due_date,
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'effective_date' => $transactionData['effective_date'] ?? now(),
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'description' => $transactionData['description'] ?? $template->transaction_description,
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'notes' => $transactionData['notes'] ?? $template->notes,
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'status' => 'completed',
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'recurring_instance_id' => $instance->id,
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]);
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// Atualizar instância
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$instance->update([
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'status' => RecurringInstance::STATUS_PAID,
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'transaction_id' => $transaction->id,
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'paid_at' => $transaction->effective_date,
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'paid_amount' => $transaction->amount,
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'paid_notes' => $transactionData['notes'] ?? null,
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]);
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// Gerar próximas instâncias se necessário
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$this->generateInstances($template);
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return $instance->fresh(['template', 'transaction']);
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});
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}
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/**
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* Pula uma instância
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*/
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public function skipInstance(RecurringInstance $instance, ?string $reason = null): RecurringInstance
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{
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$instance->update([
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'status' => RecurringInstance::STATUS_SKIPPED,
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'paid_notes' => $reason,
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]);
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// Gerar próximas instâncias se necessário
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$this->generateInstances($instance->template);
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return $instance->fresh();
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}
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/**
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* Cancela uma instância
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*/
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public function cancelInstance(RecurringInstance $instance, ?string $reason = null): RecurringInstance
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{
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$instance->update([
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'status' => RecurringInstance::STATUS_CANCELLED,
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'paid_notes' => $reason,
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]);
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return $instance->fresh();
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}
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/**
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* Pausa um template (para de gerar novas instâncias)
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*/
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public function pauseTemplate(RecurringTemplate $template): RecurringTemplate
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{
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$template->update(['is_active' => false]);
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return $template->fresh();
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}
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/**
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* Reativa um template e gera instâncias faltantes
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*/
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public function resumeTemplate(RecurringTemplate $template): RecurringTemplate
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{
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$template->update(['is_active' => true]);
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$this->generateInstances($template);
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return $template->fresh(['instances']);
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}
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/**
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* Regenera instâncias pendentes para todos os templates ativos de um usuário
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* Útil para rodar em um job diário
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*/
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public function regenerateAllForUser(int $userId): int
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{
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$templates = RecurringTemplate::where('user_id', $userId)
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->where('is_active', true)
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->get();
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$totalGenerated = 0;
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foreach ($templates as $template) {
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$totalGenerated += $this->generateInstances($template);
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}
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return $totalGenerated;
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}
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/**
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* Busca transações candidatas para conciliar com uma instância
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*/
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public function findCandidateTransactions(RecurringInstance $instance, int $daysTolerance = 7): \Illuminate\Support\Collection
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{
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$template = $instance->template;
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return Transaction::where('user_id', $template->user_id)
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->where('account_id', $template->account_id)
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->where('type', $template->type)
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->whereNull('recurring_instance_id') // Não está vinculada a outra recorrência
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->where('status', 'completed')
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->whereBetween('effective_date', [
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$instance->due_date->copy()->subDays($daysTolerance),
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$instance->due_date->copy()->addDays($daysTolerance),
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])
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->whereBetween('amount', [
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$instance->planned_amount * 0.9, // 10% de tolerância
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$instance->planned_amount * 1.1,
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])
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->orderByRaw('ABS(DATEDIFF(effective_date, ?))', [$instance->due_date])
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->limit(10)
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->get();
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}
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}
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