bug double subscription

README.md

@@ -77,8 +77,12 @@ Versioned files in `database/migrations` update existing volumes. After pulling
 an update that includes a new migration, apply it once with:
 
 ```bash
-cat database/migrations/001_subscription_lifecycle.sql | docker compose exec -T postgres psql -v ON_ERROR_STOP=1 -U appspese -d appspese
-cat database/migrations/002_subscription_custom_intervals.sql | docker compose exec -T postgres psql -v ON_ERROR_STOP=1 -U appspese -d appspese
+cat database/migrations/001_subscription_lifecycle.sql | docker compose exec -T postgres sh -lc 'psql -v ON_ERROR_STOP=1 -U "$POSTGRES_USER" -d "$POSTGRES_DB"'
+cat database/migrations/002_subscription_custom_intervals.sql | docker compose exec -T postgres sh -lc 'psql -v ON_ERROR_STOP=1 -U "$POSTGRES_USER" -d "$POSTGRES_DB"'
+cat database/migrations/003_subscription_ledger_renewal_dates.sql | docker compose exec -T postgres sh -lc 'psql -v ON_ERROR_STOP=1 -U "$POSTGRES_USER" -d "$POSTGRES_DB"'
+cat database/migrations/004_income_titles.sql | docker compose exec -T postgres sh -lc 'psql -v ON_ERROR_STOP=1 -U "$POSTGRES_USER" -d "$POSTGRES_DB"'
+cat database/migrations/005_user_avatar.sql | docker compose exec -T postgres sh -lc 'psql -v ON_ERROR_STOP=1 -U "$POSTGRES_USER" -d "$POSTGRES_DB"'
+cat database/migrations/006_subscription_payment_snapshots.sql | docker compose exec -T postgres sh -lc 'psql -v ON_ERROR_STOP=1 -U "$POSTGRES_USER" -d "$POSTGRES_DB"'
 ```
 
 ## Authentication

database/init.sql

@@ -57,6 +57,8 @@ CREATE TABLE subscription_payments (
   user_id uuid NOT NULL REFERENCES users(id) ON DELETE CASCADE,
   subscription_id uuid NOT NULL REFERENCES subscriptions(id) ON DELETE CASCADE,
   renewal_date text NOT NULL,
+  title text NOT NULL,
+  amount double precision NOT NULL CHECK (amount > 0),
   status text NOT NULL,
   payment_date text,
   linked_payment_id uuid,

database/migrations/006_subscription_payment_snapshots.sql

@@ -0,0 +1,22 @@
+ALTER TABLE subscription_payments
+  ADD COLUMN IF NOT EXISTS title text,
+  ADD COLUMN IF NOT EXISTS amount double precision;
+
+UPDATE subscription_payments AS payment
+SET
+  title = subscription.title,
+  amount = subscription.amount
+FROM subscriptions AS subscription
+WHERE
+  subscription.id = payment.subscription_id
+  AND (payment.title IS NULL OR payment.amount IS NULL);
+
+ALTER TABLE subscription_payments
+  ALTER COLUMN title SET NOT NULL,
+  ALTER COLUMN amount SET NOT NULL;
+
+ALTER TABLE subscription_payments
+  DROP CONSTRAINT IF EXISTS subscription_payments_amount_positive;
+
+ALTER TABLE subscription_payments
+  ADD CONSTRAINT subscription_payments_amount_positive CHECK (amount > 0);

src/app/api/subscription-payments/route.ts

@@ -146,6 +146,8 @@ export async function POST(request: Request) {
         collections.subscriptionPayments,
         {
           ...data,
+          title: subscription.title,
+          amount: subscription.amount,
           userId,
           createdAt: new Date().toISOString(),
           updatedAt: new Date().toISOString(),

src/app/api/subscriptions/[id]/route.ts

@@ -7,7 +7,16 @@ import {
   query,
   updateDocument,
 } from "@/lib/database/server";
-import { removeLinkedLedger } from "@/lib/finance/ledger";
+import { todayIso } from "@/lib/date/formatDate";
+import {
+  removeLinkedLedger,
+  syncSubscriptionLedger,
+} from "@/lib/finance/ledger";
+import {
+  findClosestSubscriptionOccurrenceDate,
+  isScheduledSubscriptionOccurrence,
+} from "@/lib/finance/subscriptionOccurrences";
+import { materializeSubscriptionHistory } from "@/lib/finance/subscriptionPaymentHistory";
 import { parseBody, updatedField } from "@/lib/validation/common";
 import { parseSubscriptionPatch } from "@/lib/validation/subscriptions";
 import type { Subscription, SubscriptionPayment } from "@/types/finance";
@@ -36,6 +45,7 @@ export async function PATCH(request: Request, ctx: Ctx) {
       { status: 400 },
     );
   }
+  await materializeSubscriptionHistory(current, "unpaid");
   const document = await updateDocument<Subscription>(
     collections.subscriptions,
     id,
@@ -44,6 +54,82 @@ export async function PATCH(request: Request, ctx: Ctx) {
       ...updatedField(),
     },
   );
+  const payments = await listDocuments<SubscriptionPayment>(
+    collections.subscriptionPayments,
+    [
+      query.equal("userId", auth.user.id),
+      query.equal("subscriptionId", id),
+      query.limit(5000),
+    ],
+  );
+  const occupiedDates = new Set(
+    payments.documents.map((payment) => payment.renewalDate),
+  );
+  const today = todayIso();
+  for (const payment of payments.documents) {
+    if (payment.renewalDate <= today) continue;
+    const renewalDate = findClosestSubscriptionOccurrenceDate(
+      document,
+      payment.renewalDate,
+    );
+    if (
+      renewalDate &&
+      renewalDate !== payment.renewalDate &&
+      !occupiedDates.has(renewalDate)
+    ) {
+      occupiedDates.delete(payment.renewalDate);
+      occupiedDates.add(renewalDate);
+      const updated = await updateDocument<SubscriptionPayment>(
+        collections.subscriptionPayments,
+        payment.$id,
+        {
+          renewalDate,
+          title: document.title,
+          amount: document.amount,
+          ...updatedField(),
+        },
+      );
+      const ledger = await syncSubscriptionLedger(document, updated);
+      await updateDocument<SubscriptionPayment>(
+        collections.subscriptionPayments,
+        payment.$id,
+        {
+          linkedPaymentId: ledger?.$id ?? "",
+          ...updatedField(),
+        },
+      );
+      continue;
+    }
+    if (!isScheduledSubscriptionOccurrence(document, payment.renewalDate)) {
+      if (payment.status === "paid") continue;
+      await removeLinkedLedger(
+        auth.user.id,
+        payment.linkedPaymentId,
+        "subscription",
+        payment.$id,
+      );
+      await deleteDocument(collections.subscriptionPayments, payment.$id);
+      continue;
+    }
+    const updated = await updateDocument<SubscriptionPayment>(
+      collections.subscriptionPayments,
+      payment.$id,
+      {
+        title: document.title,
+        amount: document.amount,
+        ...updatedField(),
+      },
+    );
+    const ledger = await syncSubscriptionLedger(document, updated);
+    await updateDocument<SubscriptionPayment>(
+      collections.subscriptionPayments,
+      payment.$id,
+      {
+        linkedPaymentId: ledger?.$id ?? "",
+        ...updatedField(),
+      },
+    );
+  }
   return Response.json(document);
 }
 

src/app/api/subscriptions/route.ts

@@ -5,6 +5,7 @@ import {
   listDocuments,
   query,
 } from "@/lib/database/server";
+import { materializeSubscriptionHistory } from "@/lib/finance/subscriptionPaymentHistory";
 import { nowFields, parseBody } from "@/lib/validation/common";
 import { parseSubscriptionInput } from "@/lib/validation/subscriptions";
 import type { Subscription } from "@/types/finance";
@@ -28,13 +29,17 @@ export async function POST(request: Request) {
   if (!parsed.ok)
     return Response.json({ error: parsed.error }, { status: 400 });
   const { collections } = databaseConfig();
+  const { markPreviousAsPaid, ...subscription } = parsed.data;
   const document = await createDocument<Subscription>(
     collections.subscriptions,
     {
-      ...parsed.data,
+      ...subscription,
       userId: auth.user.id,
       ...nowFields(),
     },
   );
+  if (markPreviousAsPaid) {
+    await materializeSubscriptionHistory(document, "paid");
+  }
   return Response.json(document, { status: 201 });
 }

src/components/reports/ReportsPageClient.tsx

@@ -101,8 +101,13 @@ export function ReportsPageClient({ initialYear }: { initialYear: number }) {
     [annual, ledger.data, period, selectedYear],
   );
   const subscriptionInsights = useMemo(
-    () => getSubscriptionInsights(subscriptions.data ?? [], period),
-    [period, subscriptions.data],
+    () =>
+      getSubscriptionInsights(
+        subscriptions.data ?? [],
+        subscriptionPayments.data ?? [],
+        period,
+      ),
+    [period, subscriptionPayments.data, subscriptions.data],
   );
   const billsInsights = useMemo(
     () => getBillsInsights(bills.data ?? [], period),

src/components/subscriptions/SubscriptionForm.tsx

@@ -61,6 +61,7 @@ export function SubscriptionForm({
   const [subscriptionStatus, setSubscriptionStatus] = useState(
     editing?.subscriptionStatus ?? "active",
   );
+  const [markPreviousAsPaid, setMarkPreviousAsPaid] = useState(false);
   const [error, setError] = useState("");
 
   useEffect(() => {
@@ -76,6 +77,7 @@ export function SubscriptionForm({
     setCustomIntervalValue(String(editing?.customIntervalValue ?? ""));
     setCustomIntervalUnit(editing?.customIntervalUnit ?? "months");
     setSubscriptionStatus(editing?.subscriptionStatus ?? "active");
+    setMarkPreviousAsPaid(false);
     setError("");
   }, [editing]);
 
@@ -96,6 +98,7 @@ export function SubscriptionForm({
       customIntervalValue: billingCycle === "custom" ? customIntervalValue : "",
       customIntervalUnit: billingCycle === "custom" ? customIntervalUnit : "",
       subscriptionStatus,
+      markPreviousAsPaid: !editing && markPreviousAsPaid,
     });
   }
 
@@ -193,6 +196,9 @@ export function SubscriptionForm({
             billingCycle={billingCycle}
             durationMode={durationMode}
             editing={editing}
+            firstPaymentDate={firstPaymentDate}
+            markPreviousAsPaid={markPreviousAsPaid}
+            onMarkPreviousAsPaidChange={setMarkPreviousAsPaid}
             onStatusChange={setSubscriptionStatus}
             status={subscriptionStatus}
             title={title}
@@ -439,6 +445,9 @@ function ReviewStep({
   billingCycle,
   durationMode,
   editing,
+  firstPaymentDate,
+  markPreviousAsPaid,
+  onMarkPreviousAsPaidChange,
   status,
   onStatusChange,
 }: {
@@ -447,6 +456,9 @@ function ReviewStep({
   billingCycle: BillingCycle;
   durationMode: DurationMode;
   editing?: Subscription;
+  firstPaymentDate: string;
+  markPreviousAsPaid: boolean;
+  onMarkPreviousAsPaidChange: (value: boolean) => void;
   status: SubscriptionStatus;
   onStatusChange: (value: SubscriptionStatus) => void;
 }) {
@@ -478,9 +490,32 @@ function ReviewStep({
           }
         />
       ) : (
-        <p className="text-sm text-slate-400">
-          Il nuovo abbonamento sarà creato come attivo.
-        </p>
+        <>
+          <p className="text-sm text-slate-400">
+            Il nuovo abbonamento sarà creato come attivo.
+          </p>
+          {firstPaymentDate < todayIso() ? (
+            <label className="flex cursor-pointer items-start gap-3 rounded-lg border border-white/10 bg-slate-950/20 p-4 text-sm text-slate-200">
+              <input
+                checked={markPreviousAsPaid}
+                className="mt-0.5 size-4 accent-sky-500"
+                onChange={(event) =>
+                  onMarkPreviousAsPaidChange(event.target.checked)
+                }
+                type="checkbox"
+              />
+              <span>
+                <span className="block font-medium text-white">
+                  Segna le rate precedenti come pagate
+                </span>
+                <span className="mt-1 block text-xs leading-relaxed text-slate-400">
+                  Crea la cronologia dei rinnovi precedenti a oggi e li registra
+                  come pagati.
+                </span>
+              </span>
+            </label>
+          ) : null}
+        </>
       )}
     </div>
   );

src/components/subscriptions/SubscriptionsPageClient.tsx

@@ -89,6 +89,9 @@ export function SubscriptionsPageClient() {
           ? list.map((item) => (item.$id === saved.$id ? saved : item))
           : [saved, ...list];
       });
+      if (editing) {
+        await subscriptionPayments.mutate();
+      }
       setModalOpen(false);
       setEditing(undefined);
       notify("Abbonamento salvato");

src/lib/database/server.ts

@@ -50,6 +50,8 @@ const tableFields = {
     "userId",
     "subscriptionId",
     "renewalDate",
+    "title",
+    "amount",
     "status",
     "paymentDate",
     "linkedPaymentId",

src/lib/finance/ledger.ts

@@ -193,8 +193,8 @@ export async function syncSubscriptionLedger(
   }
   return upsertLedgerForSource({
     userId: payment.userId,
-    title: subscription.title,
-    amount: subscription.amount,
+    title: payment.title ?? subscription.title,
+    amount: payment.amount ?? subscription.amount,
     date: payment.renewalDate,
     sourceType: "subscription",
     sourceId: payment.$id,

src/lib/finance/reportAnalysis.ts

@@ -5,6 +5,7 @@ import type {
   Income,
   PaymentLedger,
   Subscription,
+  SubscriptionPayment,
 } from "@/types/finance";
 
 export function getMonthlyReportSummary(input: {
@@ -21,17 +22,26 @@ export function getMonthlyReportSummary(input: {
 
 export function getSubscriptionInsights(
   subscriptions: Subscription[],
+  payments: SubscriptionPayment[],
   period: number | string = new Date().getFullYear(),
 ) {
   const { start, end } = periodBounds(period);
   return subscriptions
-    .filter((item) => item.subscriptionStatus === "active")
-    .map((subscription) => ({
-      subscription,
-      periodCost:
-        generateSubscriptionOccurrencesForRange([subscription], [], start, end)
-          .length * subscription.amount,
-    }))
+    .map((subscription) => {
+      const occurrences = generateSubscriptionOccurrencesForRange(
+        [subscription],
+        payments,
+        start,
+        end,
+      );
+      return {
+        subscription,
+        periodCost: occurrences.reduce(
+          (total, occurrence) => total + occurrence.subscription.amount,
+          0,
+        ),
+      };
+    })
     .filter((item) => item.periodCost > 0)
     .sort((a, b) => b.periodCost - a.periodCost);
 }

src/lib/finance/subscriptionOccurrences.ts

@@ -2,6 +2,7 @@ import {
   addDays,
   addMonths,
   addYears,
+  fromIso,
   monthBounds,
   todayIso,
 } from "@/lib/date/formatDate";
@@ -48,7 +49,7 @@ export function generateSubscriptionOccurrencesForRange(
     for (const payment of paymentsBySubscription.get(subscription.$id) ?? []) {
       if (payment.renewalDate < start || payment.renewalDate > end) continue;
       occurrences.set(occurrenceKey(subscription.$id, payment.renewalDate), {
-        subscription,
+        subscription: subscriptionSnapshot(subscription, payment),
         renewalDate: payment.renewalDate,
         payment,
         status: resolveSubscriptionOccurrenceStatus(
@@ -64,6 +65,12 @@ export function generateSubscriptionOccurrencesForRange(
     occurrence.payment ??= paymentsBySubscription
       .get(occurrence.subscription.$id)
       ?.find((payment) => payment.renewalDate === occurrence.renewalDate);
+    if (occurrence.payment) {
+      occurrence.subscription = subscriptionSnapshot(
+        occurrence.subscription,
+        occurrence.payment,
+      );
+    }
     occurrence.status = resolveSubscriptionOccurrenceStatus(
       occurrence.renewalDate,
       occurrence.payment,
@@ -76,6 +83,17 @@ export function generateSubscriptionOccurrencesForRange(
   );
 }
 
+function subscriptionSnapshot(
+  subscription: Subscription,
+  payment: SubscriptionPayment,
+) {
+  return {
+    ...subscription,
+    title: payment.title ?? subscription.title,
+    amount: payment.amount ?? subscription.amount,
+  };
+}
+
 export function isScheduledSubscriptionOccurrence(
   subscription: Subscription,
   renewalDate: string,
@@ -89,6 +107,30 @@ export function isScheduledSubscriptionOccurrence(
   ).some((occurrence) => occurrence.renewalDate === renewalDate);
 }
 
+export function findClosestSubscriptionOccurrenceDate(
+  subscription: Subscription,
+  renewalDate: string,
+) {
+  if (subscription.subscriptionStatus !== "active") return undefined;
+  let step = 0;
+  let closest: string | undefined;
+  let closestDistance = Number.POSITIVE_INFINITY;
+  while (step < MAX_GENERATED_OCCURRENCES) {
+    const candidate = occurrenceDate(subscription, step);
+    if (!hasOccurrence(subscription, candidate, step)) break;
+    const distance = Math.abs(
+      fromIso(candidate).getTime() - fromIso(renewalDate).getTime(),
+    );
+    if (distance < closestDistance) {
+      closest = candidate;
+      closestDistance = distance;
+    }
+    if (candidate >= renewalDate) break;
+    step += 1;
+  }
+  return closest;
+}
+
 export function getEffectiveSubscriptionStatus(
   subscription: Subscription,
   referenceDate = todayIso(),

src/lib/finance/subscriptionPaymentHistory.ts

@@ -0,0 +1,69 @@
+import "server-only";
+
+import {
+  createDocument,
+  databaseConfig,
+  listDocuments,
+  query,
+  updateDocument,
+} from "@/lib/database/server";
+import { addDays, todayIso } from "@/lib/date/formatDate";
+import { syncSubscriptionLedger } from "@/lib/finance/ledger";
+import { generateSubscriptionOccurrencesForRange } from "@/lib/finance/subscriptionOccurrences";
+import { nowFields, updatedField } from "@/lib/validation/common";
+import type { Subscription, SubscriptionPayment } from "@/types/finance";
+
+export async function materializeSubscriptionHistory(
+  subscription: Subscription,
+  status: SubscriptionPayment["status"],
+  beforeDate = todayIso(),
+) {
+  const end = addDays(beforeDate, -1);
+  if (end < subscription.firstPaymentDate) return [];
+  const { collections } = databaseConfig();
+  const stored = await listDocuments<SubscriptionPayment>(
+    collections.subscriptionPayments,
+    [
+      query.equal("userId", subscription.userId),
+      query.equal("subscriptionId", subscription.$id),
+      query.limit(5000),
+    ],
+  );
+  const storedDates = new Set(
+    stored.documents.map((payment) => payment.renewalDate),
+  );
+  const scheduled = generateSubscriptionOccurrencesForRange(
+    [{ ...subscription, subscriptionStatus: "active" }],
+    [],
+    subscription.firstPaymentDate,
+    end,
+  );
+  const created: SubscriptionPayment[] = [];
+  for (const occurrence of scheduled) {
+    if (storedDates.has(occurrence.renewalDate)) continue;
+    let payment = await createDocument<SubscriptionPayment>(
+      collections.subscriptionPayments,
+      {
+        userId: subscription.userId,
+        subscriptionId: subscription.$id,
+        renewalDate: occurrence.renewalDate,
+        title: subscription.title,
+        amount: subscription.amount,
+        status,
+        paymentDate: status === "paid" ? occurrence.renewalDate : undefined,
+        ...nowFields(),
+      },
+    );
+    const ledger = await syncSubscriptionLedger(subscription, payment);
+    payment = await updateDocument<SubscriptionPayment>(
+      collections.subscriptionPayments,
+      payment.$id,
+      {
+        linkedPaymentId: ledger?.$id ?? "",
+        ...updatedField(),
+      },
+    );
+    created.push(payment);
+  }
+  return created;
+}

src/lib/validation/subscriptions.ts

@@ -19,7 +19,7 @@ const intervalUnits: RenewalIntervalUnit[] = [
   "years",
 ];
 
-export function parseSubscriptionInput(body: Record<string, unknown>) {
+function parseSubscriptionFields(body: Record<string, unknown>) {
   const amount = validateAmount(body.amount);
   if (!amount) throw new Error("L'importo deve essere maggiore di zero");
   const activationDate = requireDate(body.activationDate, "activationDate");
@@ -65,8 +65,15 @@ export function parseSubscriptionInput(body: Record<string, unknown>) {
   };
 }
 
+export function parseSubscriptionInput(body: Record<string, unknown>) {
+  return {
+    ...parseSubscriptionFields(body),
+    markPreviousAsPaid: body.markPreviousAsPaid === true,
+  };
+}
+
 export function parseSubscriptionPatch(body: Record<string, unknown>) {
-  return parseSubscriptionInput(body);
+  return parseSubscriptionFields(body);
 }
 
 function optionalDate(value: unknown, name: string) {

src/types/finance.ts

@@ -47,6 +47,8 @@ export type Subscription = BaseDocument & {
 export type SubscriptionPayment = BaseDocument & {
   subscriptionId: string;
   renewalDate: string;
+  title: string;
+  amount: number;
   status: "paid" | "unpaid";
   paymentDate?: string;
   linkedPaymentId?: string;