feat(MED-97): update benefit stats view in dashboards

app/home/[account]/_lib/server/load-team-account-benefit-expenses-overview.ts

@@ -0,0 +1,75 @@
+import { getSupabaseServerClient } from "@/packages/supabase/src/clients/server-client";
+import { loadAccountBenefitStatistics, loadCompanyPersonalAccountsBalanceEntries } from "./load-team-account-benefit-statistics";
+
+export interface TeamAccountBenefitExpensesOverview {
+  benefitAmount: number | null;
+  benefitOccurrence: 'yearly' | 'monthly' | 'quarterly' | null;
+  currentMonthUsageTotal: number;
+  managementFee: number;
+  managementFeeTotal: number;
+  total: number;
+}
+
+const MANAGEMENT_FEE = 5.50;
+
+const MONTHS = 12;
+const QUARTERS = 4;
+
+export async function loadTeamAccountBenefitExpensesOverview({
+  companyId,
+  employeeCount,
+}: {
+  companyId: string;
+  employeeCount: number;
+}): Promise<TeamAccountBenefitExpensesOverview> {
+  const supabase = getSupabaseServerClient();
+  const { data, error } = await supabase
+    .schema('medreport')
+    .from('benefit_distribution_schedule')
+    .select('*')
+    .eq('company_id', companyId)
+    .eq('is_active', true)
+    .single();
+
+  let benefitAmount: TeamAccountBenefitExpensesOverview['benefitAmount'] = null;
+  let benefitOccurrence: TeamAccountBenefitExpensesOverview['benefitOccurrence'] = null;
+  if (error) {
+    console.warn('Failed to load team account benefit expenses overview');
+  } else {
+    benefitAmount = data.benefit_amount as TeamAccountBenefitExpensesOverview['benefitAmount'];
+    benefitOccurrence = data.benefit_occurrence as TeamAccountBenefitExpensesOverview['benefitOccurrence'];
+  }
+
+  const { purchaseEntriesTotal } = await loadCompanyPersonalAccountsBalanceEntries({ accountId: companyId });
+
+  return {
+    benefitAmount,
+    benefitOccurrence,
+    currentMonthUsageTotal: purchaseEntriesTotal,
+    managementFee: MANAGEMENT_FEE,
+    managementFeeTotal: MANAGEMENT_FEE * employeeCount,
+    total: (() => {
+      if (typeof benefitAmount !== 'number') {
+        return 0;
+      }
+
+      const currentDate = new Date();
+      const createdAt = new Date(data.created_at);
+      const isCreatedThisYear = createdAt.getFullYear() === currentDate.getFullYear();
+      if (benefitOccurrence === 'yearly') {
+        return benefitAmount * employeeCount;
+      } else if (benefitOccurrence === 'monthly') {
+        const monthsLeft = isCreatedThisYear
+          ? MONTHS - createdAt.getMonth()
+          : MONTHS;
+        return benefitAmount * employeeCount * monthsLeft;
+      } else if (benefitOccurrence === 'quarterly') {
+        const quartersLeft = isCreatedThisYear
+          ? QUARTERS - (createdAt.getMonth() / 3)
+          : QUARTERS;
+        return benefitAmount * employeeCount * quartersLeft;
+      }
+      return 0;
+    })(),
+  }
+}

app/home/[account]/_lib/server/load-team-account-benefit-statistics.ts

@@ -0,0 +1,96 @@
+'use server';
+
+import { getSupabaseServerAdminClient } from '@kit/supabase/server-admin-client';
+
+export interface AccountBenefitStatistics {
+  benefitDistributionSchedule: {
+    amount: number;
+  };
+  companyAccountsCount: number;
+  periodTotal: number;
+  orders: {
+    totalSum: number;
+
+    analysesCount: number;
+    analysesSum: number;
+
+    analysisPackagesCount: number;
+    analysisPackagesSum: number;
+  }
+}
+
+export const loadCompanyPersonalAccountsBalanceEntries = async ({
+  accountId,
+}: {
+  accountId: string;
+}) => {
+  const supabase = getSupabaseServerAdminClient();
+
+  const { count, data: accountMemberships } = await supabase
+    .schema('medreport')
+    .from('accounts_memberships')
+    .select('user_id')
+    .eq('account_id', accountId)
+    .throwOnError();
+
+  const { data: accountBalanceEntries } = await supabase
+    .schema('medreport')
+    .from('account_balance_entries')
+    .select('*')
+    .eq('is_active', true)
+    .in('account_id', accountMemberships.map(({ user_id }) => user_id))
+    .throwOnError();
+
+  const purchaseEntries = accountBalanceEntries.filter(({ entry_type }) => entry_type === 'purchase');
+  const analysesEntries = purchaseEntries.filter(({ is_analysis_order }) => is_analysis_order);
+  const analysisPackagesEntries = purchaseEntries.filter(({ is_analysis_package_order }) => is_analysis_package_order);
+
+  return {
+    accountBalanceEntries,
+    analysesEntries,
+    analysisPackagesEntries,
+    companyAccountsCount: count || 0,
+    purchaseEntries,
+    purchaseEntriesTotal: purchaseEntries.reduce((acc, { amount }) => acc + Math.abs(amount || 0), 0),
+  };
+}
+
+export const loadAccountBenefitStatistics = async (
+  accountId: string,
+): Promise<AccountBenefitStatistics> => {
+  const supabase = getSupabaseServerAdminClient();
+
+  const {
+    analysesEntries,
+    analysisPackagesEntries,
+    companyAccountsCount,
+    purchaseEntriesTotal,
+  } = await loadCompanyPersonalAccountsBalanceEntries({ accountId });
+
+  const { data: benefitDistributionSchedule } = await supabase
+    .schema('medreport')
+    .from('benefit_distribution_schedule')
+    .select('*')
+    .eq('company_id', accountId)
+    .eq('is_active', true)
+    .single()
+    .throwOnError();
+
+  const scheduleAmount = benefitDistributionSchedule?.benefit_amount || 0;
+  return {
+    companyAccountsCount,
+    benefitDistributionSchedule: {
+      amount: benefitDistributionSchedule?.benefit_amount || 0,
+    },
+    periodTotal: scheduleAmount * companyAccountsCount,
+    orders: {
+      totalSum: purchaseEntriesTotal,
+
+      analysesCount: analysesEntries.length,
+      analysesSum: analysesEntries.reduce((acc, { amount }) => acc + Math.abs(amount || 0), 0),
+
+      analysisPackagesCount: analysisPackagesEntries.length,
+      analysisPackagesSum: analysisPackagesEntries.reduce((acc, { amount }) => acc + Math.abs(amount || 0), 0),
+    },
+  };
+};

app/home/[account]/_lib/server/load-team-account-health-details.ts

@@ -11,6 +11,7 @@ import {
 } from '~/lib/utils';
 
 import { TeamAccountStatisticsProps } from '../../_components/team-account-statistics';
+import type { BmiThresholds } from '@kit/accounts/types/accounts';
 
 interface AccountHealthDetailsField {
   title: string;
@@ -25,10 +26,7 @@ interface AccountHealthDetailsField {
 
 export const getAccountHealthDetailsFields = (
   memberParams: TeamAccountStatisticsProps['memberParams'],
-  bmiThresholds: Omit<
-    Database['medreport']['Tables']['bmi_thresholds']['Row'],
-    'id'
-  >[],
+  bmiThresholds: Omit<BmiThresholds, 'id'>[],
   members: Database['medreport']['Functions']['get_account_members']['Returns'],
 ): AccountHealthDetailsField[] => {
   const averageWeight =
@@ -82,7 +80,7 @@ export const getAccountHealthDetailsFields = (
     },
     {
       title: 'teams:healthDetails.bmi',
-      value: averageBMI,
+      value: averageBMI!,
       Icon: TrendingUp,
       iconBg: getBmiBackgroundColor(bmiStatus),
     },