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;
+    })(),
+  }
+}