feat(miniapp): add finance dashboard view

packages/application/src/finance-command-service.test.ts

@@ -20,6 +20,14 @@ class FinanceRepositoryStub implements FinanceRepository {
   rentRule: FinanceRentRuleRecord | null = null
   utilityTotal: bigint = 0n
   purchases: readonly FinanceParsedPurchaseRecord[] = []
+  utilityBills: readonly {
+    id: string
+    billName: string
+    amountMinor: bigint
+    currency: 'USD' | 'GEL'
+    createdByMemberId: string | null
+    createdAt: Date
+  }[] = []
 
   lastSavedRentRule: {
     period: string
@@ -93,6 +101,10 @@ class FinanceRepositoryStub implements FinanceRepository {
     return this.utilityTotal
   }
 
+  async listUtilityBillsForCycle() {
+    return this.utilityBills
+  }
+
   async listParsedPurchasesForRange(): Promise<readonly FinanceParsedPurchaseRecord[]> {
     return this.purchases
   }
@@ -161,17 +173,33 @@ describe('createFinanceCommandService', () => {
       currency: 'USD'
     }
     repository.utilityTotal = 12000n
+    repository.utilityBills = [
+      {
+        id: 'utility-1',
+        billName: 'Electricity',
+        amountMinor: 12000n,
+        currency: 'USD',
+        createdByMemberId: 'alice',
+        createdAt: new Date('2026-03-12T12:00:00.000Z')
+      }
+    ]
     repository.purchases = [
       {
         id: 'purchase-1',
         payerMemberId: 'alice',
-        amountMinor: 3000n
+        amountMinor: 3000n,
+        description: 'Soap',
+        occurredAt: new Date('2026-03-12T11:00:00.000Z')
       }
     ]
 
     const service = createFinanceCommandService(repository)
+    const dashboard = await service.generateDashboard()
     const statement = await service.generateStatement()
 
+    expect(dashboard).not.toBeNull()
+    expect(dashboard?.members.map((line) => line.netDue.amountMinor)).toEqual([39500n, 42500n])
+    expect(dashboard?.ledger.map((entry) => entry.title)).toEqual(['Soap', 'Electricity'])
     expect(statement).toBe(
       [
         'Statement for 2026-03',

packages/application/src/finance-command-service.ts

@@ -47,6 +47,147 @@ async function getCycleByPeriodOrLatest(
   return repository.getLatestCycle()
 }
 
+export interface FinanceDashboardMemberLine {
+  memberId: string
+  displayName: string
+  rentShare: Money
+  utilityShare: Money
+  purchaseOffset: Money
+  netDue: Money
+  explanations: readonly string[]
+}
+
+export interface FinanceDashboardLedgerEntry {
+  id: string
+  kind: 'purchase' | 'utility'
+  title: string
+  amount: Money
+  actorDisplayName: string | null
+  occurredAt: string | null
+}
+
+export interface FinanceDashboard {
+  period: string
+  currency: CurrencyCode
+  totalDue: Money
+  members: readonly FinanceDashboardMemberLine[]
+  ledger: readonly FinanceDashboardLedgerEntry[]
+}
+
+async function buildFinanceDashboard(
+  repository: FinanceRepository,
+  periodArg?: string
+): Promise<FinanceDashboard | null> {
+  const cycle = await getCycleByPeriodOrLatest(repository, periodArg)
+  if (!cycle) {
+    return null
+  }
+
+  const members = await repository.listMembers()
+  if (members.length === 0) {
+    throw new Error('No household members configured')
+  }
+
+  const rentRule = await repository.getRentRuleForPeriod(cycle.period)
+  if (!rentRule) {
+    throw new Error('No rent rule configured for this cycle period')
+  }
+
+  const period = BillingPeriod.fromString(cycle.period)
+  const { start, end } = monthRange(period)
+  const purchases = await repository.listParsedPurchasesForRange(start, end)
+  const utilityBills = await repository.listUtilityBillsForCycle(cycle.id)
+  const utilitiesMinor = await repository.getUtilityTotalForCycle(cycle.id)
+
+  const settlement = calculateMonthlySettlement({
+    cycleId: BillingCycleId.from(cycle.id),
+    period,
+    rent: Money.fromMinor(rentRule.amountMinor, rentRule.currency),
+    utilities: Money.fromMinor(utilitiesMinor, rentRule.currency),
+    utilitySplitMode: 'equal',
+    members: members.map((member) => ({
+      memberId: MemberId.from(member.id),
+      active: true
+    })),
+    purchases: purchases.map((purchase) => ({
+      purchaseId: PurchaseEntryId.from(purchase.id),
+      payerId: MemberId.from(purchase.payerMemberId),
+      amount: Money.fromMinor(purchase.amountMinor, rentRule.currency)
+    }))
+  })
+
+  await repository.replaceSettlementSnapshot({
+    cycleId: cycle.id,
+    inputHash: computeInputHash({
+      cycleId: cycle.id,
+      rentMinor: rentRule.amountMinor.toString(),
+      utilitiesMinor: utilitiesMinor.toString(),
+      purchaseCount: purchases.length,
+      memberCount: members.length
+    }),
+    totalDueMinor: settlement.totalDue.amountMinor,
+    currency: rentRule.currency,
+    metadata: {
+      generatedBy: 'bot-command',
+      source: 'finance-service'
+    },
+    lines: settlement.lines.map((line) => ({
+      memberId: line.memberId.toString(),
+      rentShareMinor: line.rentShare.amountMinor,
+      utilityShareMinor: line.utilityShare.amountMinor,
+      purchaseOffsetMinor: line.purchaseOffset.amountMinor,
+      netDueMinor: line.netDue.amountMinor,
+      explanations: line.explanations
+    }))
+  })
+
+  const memberNameById = new Map(members.map((member) => [member.id, member.displayName]))
+  const dashboardMembers = settlement.lines.map((line) => ({
+    memberId: line.memberId.toString(),
+    displayName: memberNameById.get(line.memberId.toString()) ?? line.memberId.toString(),
+    rentShare: line.rentShare,
+    utilityShare: line.utilityShare,
+    purchaseOffset: line.purchaseOffset,
+    netDue: line.netDue,
+    explanations: line.explanations
+  }))
+
+  const ledger: FinanceDashboardLedgerEntry[] = [
+    ...utilityBills.map((bill) => ({
+      id: bill.id,
+      kind: 'utility' as const,
+      title: bill.billName,
+      amount: Money.fromMinor(bill.amountMinor, bill.currency),
+      actorDisplayName: bill.createdByMemberId
+        ? (memberNameById.get(bill.createdByMemberId) ?? null)
+        : null,
+      occurredAt: bill.createdAt.toISOString()
+    })),
+    ...purchases.map((purchase) => ({
+      id: purchase.id,
+      kind: 'purchase' as const,
+      title: purchase.description ?? 'Shared purchase',
+      amount: Money.fromMinor(purchase.amountMinor, rentRule.currency),
+      actorDisplayName: memberNameById.get(purchase.payerMemberId) ?? null,
+      occurredAt: purchase.occurredAt?.toISOString() ?? null
+    }))
+  ].sort((left, right) => {
+    if (left.occurredAt === right.occurredAt) {
+      return left.title.localeCompare(right.title)
+    }
+
+    return (left.occurredAt ?? '').localeCompare(right.occurredAt ?? '')
+  })
+
+  return {
+    period: cycle.period,
+    currency: rentRule.currency,
+    totalDue: settlement.totalDue,
+    members: dashboardMembers,
+    ledger
+  }
+}
+
 export interface FinanceCommandService {
   getMemberByTelegramUserId(telegramUserId: string): Promise<FinanceMemberRecord | null>
   getOpenCycle(): Promise<FinanceCycleRecord | null>
@@ -71,6 +212,7 @@ export interface FinanceCommandService {
     currency: CurrencyCode
     period: string
   } | null>
+  generateDashboard(periodArg?: string): Promise<FinanceDashboard | null>
   generateStatement(periodArg?: string): Promise<string | null>
 }
 
@@ -155,79 +297,24 @@ export function createFinanceCommandService(repository: FinanceRepository): Fina
     },
 
     async generateStatement(periodArg) {
-      const cycle = await getCycleByPeriodOrLatest(repository, periodArg)
-      if (!cycle) {
+      const dashboard = await buildFinanceDashboard(repository, periodArg)
+      if (!dashboard) {
         return null
       }
 
-      const members = await repository.listMembers()
-      if (members.length === 0) {
-        throw new Error('No household members configured')
-      }
-
-      const rentRule = await repository.getRentRuleForPeriod(cycle.period)
-      if (!rentRule) {
-        throw new Error('No rent rule configured for this cycle period')
-      }
-
-      const period = BillingPeriod.fromString(cycle.period)
-      const { start, end } = monthRange(period)
-      const purchases = await repository.listParsedPurchasesForRange(start, end)
-      const utilitiesMinor = await repository.getUtilityTotalForCycle(cycle.id)
-
-      const settlement = calculateMonthlySettlement({
-        cycleId: BillingCycleId.from(cycle.id),
-        period,
-        rent: Money.fromMinor(rentRule.amountMinor, rentRule.currency),
-        utilities: Money.fromMinor(utilitiesMinor, rentRule.currency),
-        utilitySplitMode: 'equal',
-        members: members.map((member) => ({
-          memberId: MemberId.from(member.id),
-          active: true
-        })),
-        purchases: purchases.map((purchase) => ({
-          purchaseId: PurchaseEntryId.from(purchase.id),
-          payerId: MemberId.from(purchase.payerMemberId),
-          amount: Money.fromMinor(purchase.amountMinor, rentRule.currency)
-        }))
-      })
-
-      await repository.replaceSettlementSnapshot({
-        cycleId: cycle.id,
-        inputHash: computeInputHash({
-          cycleId: cycle.id,
-          rentMinor: rentRule.amountMinor.toString(),
-          utilitiesMinor: utilitiesMinor.toString(),
-          purchaseCount: purchases.length,
-          memberCount: members.length
-        }),
-        totalDueMinor: settlement.totalDue.amountMinor,
-        currency: rentRule.currency,
-        metadata: {
-          generatedBy: 'bot-command',
-          source: 'statement'
-        },
-        lines: settlement.lines.map((line) => ({
-          memberId: line.memberId.toString(),
-          rentShareMinor: line.rentShare.amountMinor,
-          utilityShareMinor: line.utilityShare.amountMinor,
-          purchaseOffsetMinor: line.purchaseOffset.amountMinor,
-          netDueMinor: line.netDue.amountMinor,
-          explanations: line.explanations
-        }))
-      })
-
-      const memberNameById = new Map(members.map((member) => [member.id, member.displayName]))
-      const statementLines = settlement.lines.map((line) => {
-        const name = memberNameById.get(line.memberId.toString()) ?? line.memberId.toString()
-        return `- ${name}: ${line.netDue.toMajorString()} ${rentRule.currency}`
+      const statementLines = dashboard.members.map((line) => {
+        return `- ${line.displayName}: ${line.netDue.toMajorString()} ${dashboard.currency}`
       })
 
       return [
-        `Statement for ${cycle.period}`,
+        `Statement for ${dashboard.period}`,
         ...statementLines,
-        `Total: ${settlement.totalDue.toMajorString()} ${rentRule.currency}`
+        `Total: ${dashboard.totalDue.toMajorString()} ${dashboard.currency}`
       ].join('\n')
+    },
+
+    generateDashboard(periodArg) {
+      return buildFinanceDashboard(repository, periodArg)
     }
   }
 }