Initial commit: FPT Financial Planning Tool

src/lib/queries.ts

@@ -0,0 +1,102 @@
+import { Prisma } from "@/generated/prisma/client";
+import { prisma } from "@/lib/db";
+import type { HouseholdInput, PlanInput } from "@/lib/types";
+
+export const phaseInclude = {
+  incomeEntries: true,
+  expenseEntries: true,
+  securities: true,
+  realEstates: true,
+  oneTimeEvents: true,
+  retirementInfos: true,
+} satisfies Prisma.PhaseInclude;
+
+export const planInclude = {
+  phases: {
+    include: phaseInclude,
+    orderBy: { sequenceNumber: "asc" },
+  },
+} satisfies Prisma.PlanInclude;
+
+export type PlanWithRelations = Prisma.PlanGetPayload<{ include: typeof planInclude }>;
+export type PhaseWithRelations = Prisma.PhaseGetPayload<{ include: typeof phaseInclude }>;
+export type HouseholdWithPersons = Prisma.HouseholdGetPayload<{ include: { persons: true } }>;
+
+export function toHouseholdInput(household: HouseholdWithPersons): HouseholdInput {
+  return {
+    id: household.id,
+    householdType: household.householdType,
+    inflationRateDefault: household.inflationRateDefault,
+    persons: household.persons.map((p) => ({
+      id: p.id,
+      role: p.role,
+      age: p.age,
+      retirementAge: p.retirementAge,
+    })),
+  };
+}
+
+export function toPlanInput(plan: PlanWithRelations): PlanInput {
+  return {
+    id: plan.id,
+    name: plan.name,
+    parentPlanId: plan.parentPlanId,
+    branchFromPhaseId: plan.branchFromPhaseId,
+    phases: plan.phases.map((phase) => ({
+      id: phase.id,
+      sequenceNumber: phase.sequenceNumber,
+      name: phase.name,
+      durationYears: phase.durationYears,
+      inflationRate: phase.inflationRate,
+      incomeMode: phase.incomeMode,
+      incomeEntries: phase.incomeEntries.map((e) => ({
+        id: e.id,
+        personId: e.personId,
+        label: e.label,
+        amount: e.amount,
+      })),
+      expenseEntries: phase.expenseEntries.map((e) => ({
+        id: e.id,
+        label: e.label,
+        amount: e.amount,
+      })),
+      securities: phase.securities.map((s) => ({
+        id: s.id,
+        name: s.name,
+        startValue: s.startValue,
+        expectedReturn: s.expectedReturn,
+        annualContribution: s.annualContribution,
+        ownerTag: s.ownerTag,
+        saleTaxRate: s.saleTaxRate,
+      })),
+      realEstates: phase.realEstates.map((re) => ({
+        id: re.id,
+        name: re.name,
+        marketValue: re.marketValue,
+        mortgage: re.mortgage,
+        valueGrowth: re.valueGrowth,
+        amortization: re.amortization,
+        salePrice: re.salePrice,
+        saleTaxRate: re.saleTaxRate,
+      })),
+      oneTimeEvents: phase.oneTimeEvents.map((e) => ({
+        id: e.id,
+        type: e.type,
+        amount: e.amount,
+        description: e.description,
+      })),
+      retirementInfos: phase.retirementInfos.map((r) => ({
+        id: r.id,
+        personId: r.personId,
+        ahvAmount: r.ahvAmount,
+        pkPensionAmount: r.pkPensionAmount,
+        lumpSumAmount: r.lumpSumAmount,
+        lumpSumTaxRate: r.lumpSumTaxRate,
+      })),
+    })),
+  };
+}
+
+export async function getHouseholdOrNull(): Promise<HouseholdWithPersons | null> {
+  return prisma.household.findFirst({ include: { persons: true } });
+}