sims-hq/apps/hq/test/dashboard.test.ts

// apps/hq/test/dashboard.test.ts
import { describe, it, expect, afterAll, beforeAll } from 'vitest'
import express from 'express'
import { openDb } from '../src/db'
import { seedIfEmpty } from '../src/seed'
import { createStaff } from '../src/auth'
import { apiRouter } from '../src/api'
import { createClient } from '../src/repos-clients'
import { assignModule, createModule, setPrice, updateClientModule } from '../src/repos-modules'
import { createDraft, issueDocument } from '../src/repos-documents'
import { createInteraction } from '../src/repos-interactions'
import { dashboardView } from '../src/repos-dashboard'
import { runDailyScan, type ScanDeps } from '../src/scheduler'

const scanDeps: ScanDeps = {
  gmail: { f: (async () => new Response('{}')) as typeof fetch, clientId: '', clientSecret: '', keyHex: '' },
  renderPdf: async () => Buffer.from('%PDF-'), company: () => ({ 'company.name': 'Tecnostac' }), now: () => '2026-07-10T00:00:00Z',
}

async function seeded() {
  const db = openDb(':memory:'); await seedIfEmpty(db)
  const c = await createClient(db, 'u1', { name: 'Acme', stateCode: '32', contacts: [{ name: 'R', email: 'r@acme.in' }] })
  const m = await createModule(db, 'u1', { code: 'POS', name: 'POS' })
  await setPrice(db, 'u1', { moduleId: m.id, kind: 'yearly', pricePaise: 10_000_00, effectiveFrom: '2026-01-01' })
  const inv = await issueDocument(db, 'u1', (await createDraft(db, 'u1', { docType: 'INVOICE', clientId: c.id, lines: [{ moduleId: m.id, qty: 1, kind: 'yearly' }] })).id)
  await db.run(`UPDATE document SET doc_date='2026-06-01', due_date=NULL WHERE id=?`, inv.id)
  const cm = await assignModule(db, 'u1', { clientId: c.id, moduleId: m.id, kind: 'yearly' })
  await updateClientModule(db, 'u1', cm.id, { nextRenewal: '2026-07-20' })
  await createInteraction(db, 'u1', { clientId: c.id, typeCode: 'call', onDate: '2026-07-01', followUpOn: '2026-07-09' })
  return { db, c, inv }
}

describe('dashboardView', () => {
  it('aggregates overdue, renewals, follow-ups and the reminder queue', async () => {
    const { db, inv } = await seeded()
    await runDailyScan(db, scanDeps, '2026-07-10') // populates the queue
    const view = await dashboardView(db, '2026-07-10')
    expect(view.overdue.map((o) => o.docId)).toContain(inv.id)
    expect(view.overdue[0]!.outstandingPaise).toBe(11_800_00)
    expect(view.renewalsThisMonth).toHaveLength(1)
    expect(view.followUpsToday).toHaveLength(1)
    expect(view.queue.length).toBeGreaterThanOrEqual(3) // overdue + renewal + follow_up
    expect(view.totals.overduePaise).toBe(11_800_00)
  })

  it('anchors overdue on the stamped due date, not the issue date (D18 WS-A)', async () => {
    const { db, inv } = await seeded()
    // Issued 2026-06-01 but not due until 2026-07-20 → NOT overdue on 2026-07-10.
    await db.run(`UPDATE document SET due_date='2026-07-20' WHERE id=?`, inv.id)
    expect((await dashboardView(db, '2026-07-10')).overdue).toHaveLength(0)
    // Due date passed → overdue, aged from the due date (5 days, not 39).
    await db.run(`UPDATE document SET due_date='2026-07-05' WHERE id=?`, inv.id)
    const view = await dashboardView(db, '2026-07-10')
    expect(view.overdue.map((o) => o.docId)).toContain(inv.id)
    expect(view.overdue[0]!.daysOverdue).toBe(5)
  })
})

describe('GET /api/dashboard + reminder queue routes', () => {
  async function routeCtx() {
    const { db } = await seeded()
    await createStaff(db, { email: 'e2e@test.in', displayName: 'E2E', role: 'owner', password: 'e2e-password' })
    const app = express(); app.use(express.json()); app.locals['db'] = db; app.use('/api', apiRouter(db))
    const server = app.listen(0)
    const base = `http://localhost:${(server.address() as { port: number }).port}/api`
    return { db, server, base }
  }
  let ctx: Awaited<ReturnType<typeof routeCtx>>
  beforeAll(async () => { ctx = await routeCtx() })
  let token = ''
  const call = async (method: string, path: string, body?: unknown) => {
    const res = await fetch(ctx.base + path, { method, headers: { 'content-type': 'application/json', authorization: `Bearer ${token}` }, ...(body ? { body: JSON.stringify(body) } : {}) })
    return { status: res.status, json: await res.json() as any }
  }
  afterAll(() => ctx.server.close())
  it('serves the dashboard, lists the queue and dismisses a reminder', async () => {
    token = (await call('POST', '/auth/login', { email: 'e2e@test.in', password: 'e2e-password' })).json.token
    await runDailyScan(ctx.db, scanDeps, '2026-07-10')
    const dash = (await call('GET', '/dashboard')).json
    expect(dash.ok).toBe(true)
    expect(dash.view.overdue.length).toBeGreaterThanOrEqual(1)
    const queue = (await call('GET', '/reminders')).json.reminders
    expect(queue.length).toBeGreaterThanOrEqual(1)
    const dismissed = (await call('POST', `/reminders/${queue[0].id}/dismiss`)).json
    expect(dismissed.reminder.status).toBe('dismissed')
  })
})

describe('My Day scoping (D18 WS-E)', () => {
  it('staff are forced to their own book; managerial mine=true narrows; default managerial view is everyone', async () => {
    const { openDb } = await import('../src/db')
    const { seedIfEmpty } = await import('../src/seed')
    const { createStaff } = await import('../src/auth')
    const { createClient } = await import('../src/repos-clients')
    const { setClientOwner } = await import('../src/repos-clients')
    const { createModule, setPrice, assignModule, updateClientModule } = await import('../src/repos-modules')
    const { dashboardView } = await import('../src/repos-dashboard')

    const db = openDb(':memory:'); await seedIfEmpty(db)
    const { id: staffId } = await createStaff(db, { email: 's@x.co', displayName: 'S', role: 'staff', password: 'password-9' })
    const { id: mgrId } = await createStaff(db, { email: 'm@x.co', displayName: 'M', role: 'manager', password: 'password-9' })
    const mine = await createClient(db, 'u1', { name: 'Mine Bank', stateCode: '32' })
    const other = await createClient(db, 'u1', { name: 'Other Bank', stateCode: '32' })
    await setClientOwner(db, mgrId, mine.id, staffId)
    const m = await createModule(db, 'u1', { code: 'POS2', name: 'POS2' })
    await setPrice(db, 'u1', { moduleId: m.id, kind: 'yearly', pricePaise: 1_000_00, effectiveFrom: '2026-01-01' })
    const today = '2026-07-17'
    for (const c of [mine, other]) {
      const cm = await assignModule(db, 'u1', { clientId: c.id, moduleId: m.id, kind: 'yearly' })
      await updateClientModule(db, 'u1', cm.id, { nextRenewal: '2026-07-25' })
    }
    // Staff: only the client they own shows in renewals.
    const staffView = await dashboardView(db, today, { id: staffId, role: 'staff' })
    expect(staffView.renewalsThisMonth.map((r) => r.clientName)).toEqual(['Mine Bank'])
    // Managerial default: everyone.
    const mgrAll = await dashboardView(db, today, { id: mgrId, role: 'manager' })
    expect(mgrAll.renewalsThisMonth).toHaveLength(2)
    // Managerial My Day: narrowed to their own book (they own nothing → empty).
    const mgrMine = await dashboardView(db, today, { id: mgrId, role: 'manager' }, { mine: true })
    expect(mgrMine.renewalsThisMonth).toHaveLength(0)
  })
})