feature/ calculations done, being displayed dynamically in the plan card

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nicoagostini committed 2025-05-16 19:36:17 -07:00
1 parent 53e72e2a19
commit 69624f859c
5 files changed
+109 -21

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@@ -42,4 +42,72 @@ async function updatePlanProgressInDB(planId, percentage, plans) {
}
}
module.exports = { calculatePlanProgress, updatePlanProgressInDB };
async function calculateProgress(plan, assets, users, userId) {
if (!plan || typeof plan !== 'object') {
console.error("Error with the plan");
return;
}
if (!assets || typeof assets.find !== 'function') {
console.error("Error with the assets collection");
return;
}
if (!users || typeof users.findOne !== 'function') {
console.error("Error with the users collection");
return;
}
if (!userId) {
console.error("No user ID provided");
return;
}
try {
const userAssets = await assets.find({ userId: new ObjectId(userId) }).toArray();
const totalUserAssetValue = userAssets.reduce((total, asset) => total + asset.value, 0);
const totalUserPlanValue = plan.retirementAssets;
const userDoc = await users.findOne({ _id: new ObjectId(userId) });
if (!userDoc || !userDoc.dob) {
console.error("User document or DOB not found for userId:", userId);
return { monthlyInvestment: NaN, totalCostOfRetirement: NaN, monthsUntilRetirement: NaN, yearsRetired: NaN, percentage: NaN };
}
const userDob = new Date(userDoc.dob);
if (isNaN(userDob.getTime())) {
console.error("userDob is an invalid date. Aborting calculation.");
return { monthlyInvestment: NaN, totalCostOfRetirement: NaN, monthsUntilRetirement: NaN, yearsRetired: NaN, percentage: NaN };
}
const today = new Date();
const userUnalivedBy = new Date(userDob);
userUnalivedBy.setFullYear(userUnalivedBy.getFullYear() + 90);
const yearOfRetirement = userDob.getFullYear() + plan.retirementAge;
const monthsUntilRetirement = (yearOfRetirement - today.getFullYear()) * 12;
const yearsRetired = userUnalivedBy.getFullYear() - yearOfRetirement;
const totalCostOfRetirement = ((plan.retirementExpenses + plan.retirementLiabilities) * 12) * yearsRetired;
const monthlyInvestment = (totalUserPlanValue - totalUserAssetValue + totalCostOfRetirement) / monthsUntilRetirement;
const percentageCalculated = (totalUserAssetValue / (totalUserPlanValue + totalCostOfRetirement)) * 100;
const progress = {};
progress.monthlyInvestment = Math.round(monthlyInvestment);
progress.totalCostOfRetirement = totalCostOfRetirement;
progress.monthsUntilRetirement = monthsUntilRetirement;
progress.yearsRetired = yearsRetired;
progress.yearsUntilRetirement = (yearOfRetirement - today.getFullYear());
progress.percentage = percentageCalculated;
return progress;
} catch (err) {
console.error("Error in calculateProgress:", err);
return;
}
}
module.exports = { calculatePlanProgress, updatePlanProgressInDB, calculateProgress};