Phase 6: Summary API and page

- Add SummaryController: computes monthly income, breakdown by type (Need/Want/Save/Unspent), and pre-tax income - Need/Want/Save get target% (50/30/20), maxAmount, and remaining; Unspent shows totals only - PUT /summary/tax-rate updates EffectiveTaxRate on the budget (no new migration needed) - Add SummaryDto, SummaryBreakdownItem, PreTaxIncomeDto DTOs - Add Summary page: income header cards, type breakdown table with ⓘ tooltip for target%, pre-tax section with editable tax rate field Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
2026-04-25 07:58:54 -05:00
parent 38296bc22a
commit 69d6ac0bea
3 changed files with 210 additions and 1 deletions
@@ -0,0 +1,81 @@
+using Budget.Api.Data;
+using Budget.Api.DTOs;
+using Budget.Api.Models;
+using Budget.Api.Services;
+using Microsoft.AspNetCore.Authorization;
+using Microsoft.AspNetCore.Mvc;
+using Microsoft.EntityFrameworkCore;
+
+namespace Budget.Api.Controllers;
+
+[ApiController]
+[Route("api/budgets/{budgetId:guid}/summary")]
+[Authorize]
+public class SummaryController(AppDbContext db, BudgetAuthorizationService authz) : ControllerBase
+{
+    private string UserId => User.FindFirst("sub")!.Value;
+
+    [HttpGet]
+    public async Task<IActionResult> Get(Guid budgetId)
+    {
+        if (!await authz.CanReadAsync(budgetId, UserId)) return Forbid();
+
+        var budget = await db.Budgets.FindAsync(budgetId);
+        if (budget is null) return NotFound();
+
+        var incomes = await db.Incomes.Where(i => i.BudgetId == budgetId).ToListAsync();
+        var outgos = await db.Outgos.Where(o => o.BudgetId == budgetId).ToListAsync();
+
+        var monthlyIncome = incomes.Sum(i => FrequencyCalculator.ToMonthly(i.Amount, i.Frequency));
+        var annualIncome = monthlyIncome * 12m;
+
+        var typeTargets = new Dictionary<OutgoType, int>
+        {
+            [OutgoType.Need] = 50,
+            [OutgoType.Want] = 30,
+            [OutgoType.Save] = 20,
+        };
+
+        var breakdown = new List<SummaryBreakdownItem>();
+        decimal totalMonthlyOutgo = 0m;
+
+        foreach (var (type, target) in typeTargets)
+        {
+            var typeOutgos = outgos.Where(o => o.Type == type).ToList();
+            var monthlyTotal = typeOutgos.Sum(o => FrequencyCalculator.ToMonthly(o.Amount, o.Frequency));
+            var annualTotal = monthlyTotal * 12m;
+            totalMonthlyOutgo += monthlyTotal;
+            var percent = monthlyIncome > 0 ? Math.Round(monthlyTotal / monthlyIncome * 100, 2) : 0m;
+            var maxAmount = monthlyIncome * target / 100m;
+            var remaining = maxAmount - monthlyTotal;
+            breakdown.Add(new SummaryBreakdownItem(type.ToString(), target, monthlyTotal, annualTotal, percent, maxAmount, remaining));
+        }
+
+        var unspent = monthlyIncome - totalMonthlyOutgo;
+        var unspentPercent = monthlyIncome > 0 ? Math.Round(unspent / monthlyIncome * 100, 2) : 0m;
+        breakdown.Add(new SummaryBreakdownItem("Unspent", null, unspent, unspent * 12m, unspentPercent, null, null));
+
+        var annualOutgoTotal = totalMonthlyOutgo * 12m;
+        var minimumAnnualGross = budget.EffectiveTaxRate < 1m
+            ? annualOutgoTotal / (1m - budget.EffectiveTaxRate)
+            : 0m;
+
+        return Ok(new SummaryDto(
+            monthlyIncome,
+            annualIncome,
+            breakdown,
+            new PreTaxIncomeDto(budget.EffectiveTaxRate, minimumAnnualGross, minimumAnnualGross / 12m)));
+    }
+
+    [HttpPut("tax-rate")]
+    public async Task<IActionResult> UpdateTaxRate(Guid budgetId, [FromBody] UpdateTaxRateRequest req)
+    {
+        if (!await authz.CanWriteAsync(budgetId, UserId)) return Forbid();
+        var budget = await db.Budgets.FindAsync(budgetId);
+        if (budget is null) return NotFound();
+        budget.EffectiveTaxRate = req.EffectiveTaxRate;
+        budget.UpdatedAt = DateTimeOffset.UtcNow;
+        await db.SaveChangesAsync();
+        return NoContent();
+    }
+}