Refactor liability schemas and enhance asset/invoice repositories

- Updated LiabilityController and LiabilityService to consolidate liability properties into a single 'balance' field for improved clarity.
- Added new methods in AssetRepository to retrieve assets grouped by type.
- Introduced a method in InvoiceRepository to calculate user-specific invoice statistics, including total, paid, outstanding, and overdue invoices.
- Adjusted DashboardService to reflect changes in asset value calculations.

backend-api/src/controllers/LiabilityController.ts

@@ -6,29 +6,13 @@ import {z} from 'zod';
 const createLiabilitySchema = z.object({
   name: z.string().min(1).max(255),
   type: z.string().min(1),
-  currentBalance: z.number().min(0),
+  balance: z.number().min(0)
-  interestRate: z.number().min(0).max(100).optional(),
-  minimumPayment: z.number().min(0).optional(),
-  dueDate: z
-    .string()
-    .transform(str => new Date(str))
-    .optional(),
-  creditor: z.string().max(255).optional(),
-  notes: z.string().optional()
 });
 
 const updateLiabilitySchema = z.object({
   name: z.string().min(1).max(255).optional(),
   type: z.string().min(1).optional(),
-  currentBalance: z.number().min(0).optional(),
+  balance: z.number().min(0).optional()
-  interestRate: z.number().min(0).max(100).optional(),
-  minimumPayment: z.number().min(0).optional(),
-  dueDate: z
-    .string()
-    .transform(str => new Date(str))
-    .optional(),
-  creditor: z.string().max(255).optional(),
-  notes: z.string().optional()
 });
 
 /**

backend-api/src/repositories/AssetRepository.ts

@@ -46,4 +46,24 @@ export class AssetRepository {
 
     return result._sum.value || 0;
   }
+
+  /**
+   * Get assets grouped by type
+   */
+  async getByType(userId: string): Promise<Record<string, Asset[]>> {
+    const assets = await this.findAllByUser(userId);
+
+    return assets.reduce(
+      (acc, asset) => {
+        const type = asset.type;
+        if (!acc[type]) {
+          acc[type] = [];
+        }
+        acc[type].push(asset);
+
+        return acc;
+      },
+      {} as Record<string, Asset[]>
+    );
+  }
 }

backend-api/src/repositories/InvoiceRepository.ts

@@ -76,4 +76,31 @@ export class InvoiceRepository implements IUserScopedRepository<Invoice> {
 
     return `INV-${year}-${String(count + 1).padStart(3, '0')}`;
   }
+
+  /**
+   * Get invoice statistics for a user
+   */
+  async getStats(userId: string): Promise<{
+    totalInvoices: number;
+    paidInvoices: number;
+    outstandingAmount: number;
+    overdueInvoices: number;
+  }> {
+    const invoices = await prisma.invoice.findMany({
+      where: {userId},
+      select: {status: true, total: true, dueDate: true}
+    });
+
+    const now = new Date();
+    const totalInvoices = invoices.length;
+    const paidInvoices = invoices.filter(inv => inv.status === 'paid').length;
+    const outstandingAmount = invoices
+      .filter(inv => inv.status !== 'paid' && inv.status !== 'cancelled')
+      .reduce((sum, inv) => sum + inv.total, 0);
+    const overdueInvoices = invoices.filter(
+      inv => inv.status !== 'paid' && inv.status !== 'cancelled' && inv.dueDate < now
+    ).length;
+
+    return {totalInvoices, paidInvoices, outstandingAmount, overdueInvoices};
+  }
 }

backend-api/src/services/DashboardService.ts

@@ -55,7 +55,7 @@ export class DashboardService {
     const assetAllocation = Object.entries(assetsByType).map(([type, assets]) => ({
       type,
       count: assets.length,
-      totalValue: assets.reduce((sum, asset) => sum + asset.currentValue, 0)
+      totalValue: assets.reduce((sum, asset) => sum + asset.value, 0)
     }));
 
     return {

backend-api/src/services/LiabilityService.ts

@@ -5,23 +5,13 @@ import {NotFoundError, ValidationError, ForbiddenError} from '../utils/errors';
 export interface CreateLiabilityDTO {
   name: string;
   type: string;
-  currentBalance: number;
+  balance: number;
-  interestRate?: number;
-  minimumPayment?: number;
-  dueDate?: Date;
-  creditor?: string;
-  notes?: string;
 }
 
 export interface UpdateLiabilityDTO {
   name?: string;
   type?: string;
-  currentBalance?: number;
+  balance?: number;
-  interestRate?: number;
-  minimumPayment?: number;
-  dueDate?: Date;
-  creditor?: string;
-  notes?: string;
 }
 
 /**
@@ -41,12 +31,7 @@ export class LiabilityService {
     return this.liabilityRepository.create({
       name: data.name,
       type: data.type,
-      currentBalance: data.currentBalance,
+      balance: data.balance,
-      interestRate: data.interestRate,
-      minimumPayment: data.minimumPayment,
-      dueDate: data.dueDate,
-      creditor: data.creditor,
-      notes: data.notes,
       user: {
         connect: {id: userId}
       }
@@ -85,7 +70,7 @@ export class LiabilityService {
     // Verify ownership
     await this.getById(id, userId);
 
-    if (data.currentBalance !== undefined || data.interestRate !== undefined || data.minimumPayment !== undefined) {
+    if (data.balance !== undefined) {
       this.validateLiabilityData(data as CreateLiabilityDTO);
     }
 
@@ -120,16 +105,8 @@ export class LiabilityService {
    * Validate liability data
    */
   private validateLiabilityData(data: CreateLiabilityDTO | UpdateLiabilityDTO): void {
-    if (data.currentBalance !== undefined && data.currentBalance < 0) {
+    if (data.balance !== undefined && data.balance < 0) {
-      throw new ValidationError('Current balance cannot be negative');
+      throw new ValidationError('Balance cannot be negative');
-    }
-
-    if (data.interestRate !== undefined && (data.interestRate < 0 || data.interestRate > 100)) {
-      throw new ValidationError('Interest rate must be between 0 and 100');
-    }
-
-    if (data.minimumPayment !== undefined && data.minimumPayment < 0) {
-      throw new ValidationError('Minimum payment cannot be negative');
     }
   }
 }