feat: add guardian transactions feature with response DTOs and service integration

fix: add gender property to UserResponseDto

src/auth/dtos/response/user.response.dto.ts

@@ -1,4 +1,5 @@
 import { ApiProperty, ApiPropertyOptional } from '@nestjs/swagger';
+import { Gender } from '~/customer/enums';
 import { DocumentMetaResponseDto } from '~/document/dtos/response';
 import { User } from '~/user/entities';
 
@@ -33,6 +34,10 @@ export class UserResponseDto {
   @ApiProperty()
   isEmailVerified!: boolean;
 
+  @ApiPropertyOptional({ enum: Gender, nullable: true })
+  gender!: Gender | null;
+
+
   constructor(user: User) {
     this.id = user.id;
     this.countryCode = user.countryCode;
@@ -44,5 +49,6 @@ export class UserResponseDto {
     this.profilePicture = user.profilePicture ? new DocumentMetaResponseDto(user.profilePicture) : null;
     this.isEmailVerified = user.isEmailVerified;
     this.isPhoneVerified = user.isPhoneVerified;
+    this.gender = (user.customer?.gender as Gender) || null;
   }
 }

src/card/dtos/responses/card.response.dto.ts

@@ -58,7 +58,9 @@ export class CardResponseDto {
     this.status = card.status;
     this.statusDescription = CardStatusDescriptionMapper[card.statusDescription][UserLocale.ENGLISH].description;
     this.balance =
-      card.customerType === CustomerType.CHILD ? Math.min(card.limit, card.account.balance) : card.account.balance;
+      card.customerType === CustomerType.CHILD
+        ? Math.min(card.limit, card.account.balance)
+        : card.account.balance - card.account.reservedBalance;
     this.reservedBalance = card.customerType === CustomerType.PARENT ? card.account.reservedBalance : null;
   }
 }

src/card/dtos/responses/guardian-home.response.dto.ts

@@ -0,0 +1,17 @@
+import { ApiProperty } from '@nestjs/swagger';
+import { TransactionItemResponseDto } from './transaction-item.response.dto';
+
+export class GuardianHomeResponseDto {
+  @ApiProperty({ example: 2000.0 })
+  availableBalance!: number;
+
+  @ApiProperty({ type: [TransactionItemResponseDto] })
+  recentTransactions!: TransactionItemResponseDto[];
+
+  constructor(availableBalance: number, recentTransactions: TransactionItemResponseDto[]) {
+    this.availableBalance = availableBalance;
+    this.recentTransactions = recentTransactions;
+  }
+}
+
+

src/card/dtos/responses/index.ts

@@ -1,3 +1,6 @@
 export * from './account-iban.response.dto';
 export * from './card.response.dto';
 export * from './child-card.response.dto';
+export * from './transaction-item.response.dto';
+export * from './guardian-home.response.dto';
+export * from './paged-transactions.response.dto';

src/card/dtos/responses/paged-transactions.response.dto.ts

@@ -0,0 +1,33 @@
+import { ApiProperty } from '@nestjs/swagger';
+import { TransactionItemResponseDto } from './transaction-item.response.dto';
+
+export class PagedTransactionsResponseDto {
+  @ApiProperty({ type: [TransactionItemResponseDto] })
+  items!: TransactionItemResponseDto[];
+
+  @ApiProperty({ example: 1 })
+  page!: number;
+
+  @ApiProperty({ example: 10 })
+  size!: number;
+
+  @ApiProperty({ example: 45 })
+  total!: number;
+
+  @ApiProperty({ example: true })
+  hasMore!: boolean;
+
+  constructor(
+    items: TransactionItemResponseDto[],
+    page: number,
+    size: number,
+    total: number,
+  ) {
+    this.items = items;
+    this.page = page;
+    this.size = size;
+    this.total = total;
+    this.hasMore = page * size < total;
+  }
+}
+

src/card/dtos/responses/transaction-item.response.dto.ts

@@ -0,0 +1,24 @@
+import { ApiProperty } from '@nestjs/swagger';
+import { ParentTransactionType } from '~/card/enums';
+
+export class TransactionItemResponseDto {
+  @ApiProperty()
+  date!: Date;
+
+  @ApiProperty({ example: -50.0 })
+  amountSigned!: number;
+
+  @ApiProperty({ enum: ParentTransactionType })
+  type!: ParentTransactionType;
+
+  @ApiProperty({ description: 'Counterparty display name (child for transfer, source label for top-up)' })
+  counterpartyName!: string;
+
+  @ApiProperty({ nullable: true })
+  counterpartyAccountMasked!: string | null;
+
+  @ApiProperty({ required: false })
+  childName?: string;
+}
+
+

src/card/entities/transaction.entity.ts

@@ -32,7 +32,16 @@ export class Transaction {
   @Column({ name: 'rrn', nullable: true, type: 'varchar' })
   rrn!: string;
 
-  @Column({ type: 'decimal', precision: 12, scale: 2, name: 'transaction_amount' })
+  @Column({
+    type: 'decimal',
+    precision: 12,
+    scale: 2,
+    name: 'transaction_amount',
+    transformer: {
+      to: (value: number) => value,
+      from: (value: string) => parseFloat(value),
+    },
+  })
   transactionAmount!: number;
 
   @Column({ type: 'varchar', name: 'transaction_currency' })

src/card/enums/index.ts

@@ -6,3 +6,4 @@ export * from './card-status.enum';
 export * from './customer-type.enum';
 export * from './transaction-scope.enum';
 export * from './transaction-type.enum';
+export * from './parent-transaction-type.enum';

src/card/enums/parent-transaction-type.enum.ts

@@ -0,0 +1,6 @@
+export enum ParentTransactionType {
+  PARENT_TRANSFER = 'PARENT_TRANSFER',
+  PARENT_TOPUP = 'PARENT_TOPUP',
+}
+
+

src/card/repositories/index.ts

@@ -1 +1,3 @@
 export * from './card.repository';
+export * from './transaction.repository';
+export * from './account.repository';

src/card/repositories/transaction.repository.ts

@@ -84,4 +84,64 @@ export class TransactionRepository {
       where: { transactionId, accountReference },
     });
   }
+
+  getTransactionsForCardWithinDateRange(juniorId: string, startDate: Date, endDate: Date): Promise<Transaction[]> {
+    return this.transactionRepository
+      .createQueryBuilder('transaction')
+      .innerJoinAndSelect('transaction.card', 'card')
+      .where('card.customerId = :juniorId', { juniorId })
+      .andWhere('transaction.transactionScope = :scope', { scope: TransactionScope.CARD })
+      .andWhere('transaction.transactionType = :type', { type: TransactionType.EXTERNAL })
+      .andWhere('transaction.transactionDate BETWEEN :startDate AND :endDate', { startDate, endDate })
+      .orderBy('transaction.transactionDate', 'DESC')
+      .getMany();
+  }
+
+  findParentTransfers(guardianCustomerId: string, skip: number, take: number): Promise<Transaction[]> {
+    return this.transactionRepository
+      .createQueryBuilder('tx')
+      .innerJoinAndSelect('tx.card', 'card')
+      .innerJoinAndSelect('card.customer', 'childCustomer')
+      .innerJoinAndSelect('card.account', 'account')
+      .where('card.parentId = :guardianCustomerId', { guardianCustomerId })
+      .andWhere('tx.transactionScope = :scope', { scope: TransactionScope.CARD })
+      .andWhere('tx.transactionType = :type', { type: TransactionType.INTERNAL })
+      .orderBy('tx.transactionDate', 'DESC')
+      .skip(skip)
+      .take(take)
+      .getMany();
+  }
+
+  findParentTopups(guardianCustomerId: string, skip: number, take: number): Promise<Transaction[]> {
+    return this.transactionRepository
+      .createQueryBuilder('tx')
+      .innerJoinAndSelect('tx.account', 'account')
+      .leftJoinAndSelect('account.cards', 'parentCards')
+      .where('tx.transactionScope = :scope', { scope: TransactionScope.ACCOUNT })
+      .andWhere('parentCards.customerId = :guardianCustomerId', { guardianCustomerId })
+      .orderBy('tx.transactionDate', 'DESC')
+      .skip(skip)
+      .take(take)
+      .getMany();
+  }
+
+  countParentTransfers(guardianCustomerId: string): Promise<number> {
+    return this.transactionRepository
+      .createQueryBuilder('tx')
+      .innerJoin('tx.card', 'card')
+      .where('card.parentId = :guardianCustomerId', { guardianCustomerId })
+      .andWhere('tx.transactionScope = :scope', { scope: TransactionScope.CARD })
+      .andWhere('tx.transactionType = :type', { type: TransactionType.INTERNAL })
+      .getCount();
+  }
+
+  countParentTopups(guardianCustomerId: string): Promise<number> {
+    return this.transactionRepository
+      .createQueryBuilder('tx')
+      .innerJoin('tx.account', 'account')
+      .leftJoin('account.cards', 'parentCards')
+      .where('tx.transactionScope = :scope', { scope: TransactionScope.ACCOUNT })
+      .andWhere('parentCards.customerId = :guardianCustomerId', { guardianCustomerId })
+      .getCount();
+  }
 }

src/card/services/card.service.ts

@@ -163,6 +163,10 @@ export class CardService {
     return finalAmount.toNumber();
   }
 
+  getWeeklySummary(juniorId: string) {
+    return this.transactionService.getWeeklySummary(juniorId);
+  }
+
   fundIban(iban: string, amount: number) {
     return this.accountService.fundIban(iban, amount);
   }

src/card/services/index.ts

@@ -1 +1,3 @@
 export * from './card.service';
+export * from './transaction.service';
+export * from './account.service';

src/card/services/transaction.service.ts

@@ -1,15 +1,18 @@
 import { forwardRef, Inject, Injectable, UnprocessableEntityException } from '@nestjs/common';
 import Decimal from 'decimal.js';
+import moment from 'moment';
 import { Transactional } from 'typeorm-transactional';
 import {
   AccountTransactionWebhookRequest,
   CardTransactionWebhookRequest,
 } from '~/common/modules/neoleap/dtos/requests';
 import { Transaction } from '../entities/transaction.entity';
-import { CustomerType } from '../enums';
+import { CustomerType, TransactionType } from '../enums';
 import { TransactionRepository } from '../repositories/transaction.repository';
 import { AccountService } from './account.service';
 import { CardService } from './card.service';
+import { TransactionItemResponseDto, PagedTransactionsResponseDto } from '../dtos/responses';
+import { ParentTransactionType } from '../enums';
 
 @Injectable()
 export class TransactionService {
@@ -73,4 +76,135 @@ export class TransactionService {
 
     return existingTransaction;
   }
+
+  async getWeeklySummary(juniorId: string) {
+    const startOfWeek = moment().startOf('week').toDate();
+    const endOfWeek = moment().endOf('week').toDate();
+
+    const transactions = await this.transactionRepository.getTransactionsForCardWithinDateRange(
+      juniorId,
+      startOfWeek,
+      endOfWeek,
+    );
+    const summary = {
+      startOfWeek: startOfWeek,
+      endOfWeek: endOfWeek,
+      total: 0,
+      monday: 0,
+      tuesday: 0,
+      wednesday: 0,
+      thursday: 0,
+      friday: 0,
+      saturday: 0,
+      sunday: 0,
+    };
+
+    transactions.forEach((transaction) => {
+      const day = moment(transaction.transactionDate).format('dddd').toLowerCase() as
+        | 'monday'
+        | 'tuesday'
+        | 'wednesday'
+        | 'thursday'
+        | 'friday'
+        | 'saturday'
+        | 'sunday';
+      summary[day] += transaction.transactionAmount;
+    });
+
+    summary.total = transactions.reduce((acc, curr) => acc + curr.transactionAmount, 0);
+
+    return summary;
+  }
+
+  async getParentConsolidated(
+    guardianCustomerId: string,
+    page: number,
+    size: number,
+  ): Promise<TransactionItemResponseDto[]> {
+    const skip = (page - 1) * size;
+
+    const [transfers, topups] = await Promise.all([
+      this.transactionRepository.findParentTransfers(guardianCustomerId, skip, size),
+      this.transactionRepository.findParentTopups(guardianCustomerId, skip, size),
+    ]);
+
+    const merged = [...transfers, ...topups].sort(
+      (a, b) => new Date(b.transactionDate).getTime() - new Date(a.transactionDate).getTime(),
+    );
+
+    const trimmed = merged.slice(0, size);
+
+    return trimmed.map((t) => this.mapParentItem(t));
+  }
+
+  async getParentTransactionsPaginated(
+    guardianCustomerId: string,
+    page: number,
+    size: number,
+    type?: ParentTransactionType,
+  ): Promise<PagedTransactionsResponseDto> {
+    const skip = (page - 1) * size;
+
+    let transfers: Transaction[] = [];
+    let topups: Transaction[] = [];
+    let transferCount = 0;
+    let topupCount = 0;
+
+    if (!type || type === ParentTransactionType.PARENT_TRANSFER) {
+      [transfers, transferCount] = await Promise.all([
+        this.transactionRepository.findParentTransfers(guardianCustomerId, skip, size),
+        this.transactionRepository.countParentTransfers(guardianCustomerId),
+      ]);
+    }
+
+    if (!type || type === ParentTransactionType.PARENT_TOPUP) {
+      [topups, topupCount] = await Promise.all([
+        this.transactionRepository.findParentTopups(guardianCustomerId, skip, size),
+        this.transactionRepository.countParentTopups(guardianCustomerId),
+      ]);
+    }
+
+    const total = transferCount + topupCount;
+
+    if (type) {
+      const items = type === ParentTransactionType.PARENT_TRANSFER ? transfers : topups;
+      const mapped = items.map((t) => this.mapParentItem(t));
+      return new PagedTransactionsResponseDto(mapped, page, size, total);
+    }
+
+    const merged = [...transfers, ...topups].sort(
+      (a, b) => new Date(b.transactionDate).getTime() - new Date(a.transactionDate).getTime(),
+    );
+
+    const paginated = merged.slice(0, size);
+    const mapped = paginated.map((t) => this.mapParentItem(t));
+
+    return new PagedTransactionsResponseDto(mapped, page, size, total);
+  }
+
+  private mapParentItem(t: Transaction): TransactionItemResponseDto {
+    const dto = new TransactionItemResponseDto();
+    dto.date = t.transactionDate;
+
+    if (t.transactionType === TransactionType.INTERNAL) {
+      dto.type = ParentTransactionType.PARENT_TRANSFER;
+      dto.amountSigned = -Math.abs(t.transactionAmount);
+      const child = t.card?.customer;
+      dto.counterpartyName = child ? `${child.firstName} ${child.lastName}` : 'Child';
+      dto.childName = dto.counterpartyName;
+      dto.counterpartyAccountMasked = t.card?.account?.accountReference
+        ? `****${t.card.account.accountReference.slice(-4)}`
+        : null;
+      return dto;
+    }
+
+    dto.type = ParentTransactionType.PARENT_TOPUP;
+    const settlement = Number(t.settlementAmount ?? 0);
+    const txn = Number(t.transactionAmount ?? 0);
+    const creditAmount = settlement > 0 ? settlement : txn;
+    dto.amountSigned = Math.abs(Number.isFinite(creditAmount) ? creditAmount : 0);
+    dto.counterpartyName = 'Top-up';
+    dto.counterpartyAccountMasked = t.accountReference ? `****${t.accountReference.slice(-4)}` : null;
+    return dto;
+  }
 }

src/common/modules/neoleap/dtos/requests/account-transaction-webhook.request.dto.ts

@@ -56,12 +56,12 @@ export class AccountTransactionWebhookRequest {
   @ApiProperty({ example: '682' })
   currency!: string;
 
-  @Expose()
+  @Expose({ name: 'Date' })
   @IsString()
   @ApiProperty({ name: 'Date', example: '20241112' })
   date!: string;
 
-  @Expose()
+  @Expose({ name: 'Time' })
   @IsString()
   @ApiProperty({ name: 'Time', example: '125340' })
   time!: string;

src/guardian/controllers/guardian-transactions.controller.ts

@@ -0,0 +1,53 @@
+import { Controller, Get, Query, UseGuards } from '@nestjs/common';
+import { ApiBearerAuth, ApiTags, ApiQuery } from '@nestjs/swagger';
+import { Roles } from '~/auth/enums';
+import { IJwtPayload } from '~/auth/interfaces';
+import { AllowedRoles, AuthenticatedUser } from '~/common/decorators';
+import { AccessTokenGuard, RolesGuard } from '~/common/guards';
+import { ApiDataResponse, ApiLangRequestHeader } from '~/core/decorators';
+import { ResponseFactory } from '~/core/utils';
+import { GuardianHomeResponseDto, PagedTransactionsResponseDto } from '~/card/dtos/responses';
+import { ParentTransactionType } from '~/card/enums';
+import { GuardianTransactionsService } from '../services';
+
+
+@Controller('guardians/me')
+@ApiTags('Guardians')
+@ApiBearerAuth()
+@ApiLangRequestHeader()
+@UseGuards(AccessTokenGuard, RolesGuard)
+@AllowedRoles(Roles.GUARDIAN)
+export class GuardianTransactionsController {
+  constructor(private readonly guardianTxService: GuardianTransactionsService) {}
+
+  @Get('home')
+  @ApiQuery({ name: 'size', required: false, type: Number, example: 5 })
+  @ApiDataResponse(GuardianHomeResponseDto)
+  async getHome(
+    @AuthenticatedUser() user: IJwtPayload,
+    @Query('size') size?: number,
+  ) {
+    const limit = Math.max(1, Math.min(Number(size) || 5, 20));
+    const res = await this.guardianTxService.getHome(user.sub, limit);
+    return ResponseFactory.data(res);
+  }
+
+  @Get('transactions')
+  @ApiQuery({ name: 'page', required: false, type: Number, example: 1 })
+  @ApiQuery({ name: 'size', required: false, type: Number, example: 10 })
+  @ApiQuery({ name: 'type', required: false, enum: ParentTransactionType })
+  @ApiDataResponse(PagedTransactionsResponseDto)
+  async getTransactions(
+    @AuthenticatedUser() user: IJwtPayload,
+    @Query('page') page?: number,
+    @Query('size') size?: number,
+    @Query('type') type?: ParentTransactionType,
+  ) {
+    const pageNum = Math.max(1, Number(page) || 1);
+    const pageSize = Math.max(1, Math.min(Number(size) || 10, 50));
+    const res = await this.guardianTxService.getTransactions(user.sub, pageNum, pageSize, type);
+    return ResponseFactory.data(res);
+  }
+}
+
+

src/guardian/controllers/index.ts

@@ -0,0 +1,3 @@
+export * from './guardian-transactions.controller';
+
+

src/guardian/guardian.module.ts

@@ -1,12 +1,18 @@
 import { Module } from '@nestjs/common';
+import { forwardRef } from '@nestjs/common';
+import { CustomerModule } from '~/customer/customer.module';
+import { CardModule } from '~/card/card.module';
+import { GuardianTransactionsController } from './controllers/guardian-transactions.controller';
+import { GuardianTransactionsService } from './services/guardian-transactions.service';
 import { TypeOrmModule } from '@nestjs/typeorm';
 import { Guardian } from './entities/guradian.entity';
 import { GuardianRepository } from './repositories';
 import { GuardianService } from './services';
 
 @Module({
-  providers: [GuardianService, GuardianRepository],
-  imports: [TypeOrmModule.forFeature([Guardian])],
+  providers: [GuardianService, GuardianRepository, GuardianTransactionsService],
+  controllers: [GuardianTransactionsController],
+  imports: [TypeOrmModule.forFeature([Guardian]), forwardRef(() => CustomerModule), forwardRef(() => CardModule)],
   exports: [GuardianService],
 })
 export class GuardianModule {}

src/guardian/services/guardian-transactions.service.ts

@@ -0,0 +1,45 @@
+import { Injectable } from '@nestjs/common';
+import { CustomerService } from '~/customer/services';
+import { GuardianHomeResponseDto, PagedTransactionsResponseDto } from '~/card/dtos/responses';
+import { TransactionItemResponseDto } from '~/card/dtos/responses';
+import { ParentTransactionType } from '~/card/enums';
+import { TransactionService } from '~/card/services/transaction.service';
+
+@Injectable()
+export class GuardianTransactionsService {
+  constructor(
+    private readonly customerService: CustomerService,
+    private readonly transactionService: TransactionService,
+  ) {}
+
+  async getHome(guardianId: string, size: number): Promise<GuardianHomeResponseDto> {
+    const parent = await this.customerService.findCustomerById(guardianId);
+    const primaryCard = parent.cards?.[0];
+
+    let availableBalance = 0;
+    if (primaryCard) {
+      const hasLimit = typeof primaryCard.limit === 'number' && !Number.isNaN(primaryCard.limit);
+      const hasBalance = primaryCard.account && typeof primaryCard.account.balance === 'number';
+      if (hasLimit && hasBalance && primaryCard.limit > 0) {
+        availableBalance = Math.min(primaryCard.limit, primaryCard.account.balance);
+      } else if (hasBalance) {
+        availableBalance = primaryCard.account.balance;
+      }
+    }
+
+    const items: TransactionItemResponseDto[] = await this.transactionService.getParentConsolidated(guardianId, 1, size);
+
+    return new GuardianHomeResponseDto(availableBalance, items);
+  }
+
+  async getTransactions(
+    guardianId: string,
+    page: number,
+    size: number,
+    type?: ParentTransactionType,
+  ): Promise<PagedTransactionsResponseDto> {
+    return this.transactionService.getParentTransactionsPaginated(guardianId, page, size, type);
+  }
+}
+
+

src/guardian/services/index.ts

@@ -1 +1,2 @@
-export * from './guardian.service';
+export * from './guardian.service'
+export * from './guardian-transactions.service'

src/junior/controllers/junior.controller.ts

@@ -32,6 +32,7 @@ import {
   ThemeResponseDto,
   TransferToJuniorResponseDto,
 } from '../dtos/response';
+import { WeeklySummaryResponseDto } from '../dtos/response/weekly-summary.response.dto';
 import { JuniorService } from '../services';
 
 @Controller('juniors')
@@ -144,4 +145,16 @@ export class JuniorController {
 
     return ResponseFactory.data(new TransferToJuniorResponseDto(newAmount));
   }
+
+  @Get(':juniorId/weekly-summary')
+  @UseGuards(RolesGuard)
+  @AllowedRoles(Roles.GUARDIAN)
+  @ApiDataResponse(WeeklySummaryResponseDto)
+  async getWeeklySummary(
+    @Param('juniorId', CustomParseUUIDPipe) juniorId: string,
+    @AuthenticatedUser() user: IJwtPayload,
+  ) {
+    const summary = await this.juniorService.getWeeklySummary(juniorId, user.sub);
+    return ResponseFactory.data(summary);
+  }
 }

src/junior/dtos/response/weekly-summary.response.dto.ts

@@ -0,0 +1,31 @@
+import { ApiProperty } from '@nestjs/swagger';
+
+export class WeeklySummaryResponseDto {
+  @ApiProperty({ description: 'Start date of the week', example: '2023-10-01' })
+  startOfWeek!: Date;
+  @ApiProperty({ description: 'End date of the week', example: '2023-10-07' })
+  endOfWeek!: Date;
+  @ApiProperty({ description: 'Total amount spent in the week', example: 350 })
+  total!: number;
+
+  @ApiProperty({ description: 'Amount spent on Sunday', example: 50 })
+  sunday!: number;
+
+  @ApiProperty({ description: 'Amount spent on Monday', example: 30 })
+  monday!: number;
+
+  @ApiProperty({ description: 'Amount spent on Tuesday', example: 20 })
+  tuesday!: number;
+
+  @ApiProperty({ description: 'Amount spent on Wednesday', example: 40 })
+  wednesday!: number;
+
+  @ApiProperty({ description: 'Amount spent on Thursday', example: 60 })
+  thursday!: number;
+
+  @ApiProperty({ description: 'Amount spent on Friday', example: 70 })
+  friday!: number;
+
+  @ApiProperty({ description: 'Amount spent on Saturday', example: 80 })
+  saturday!: number;
+}

src/junior/services/junior.service.ts

@@ -209,6 +209,18 @@ export class JuniorService {
     this.logger.log(`Junior ${juniorId} deleted successfully`);
   }
 
+  getWeeklySummary(juniorId: string, guardianId: string) {
+    const doesBelong = this.doesJuniorBelongToGuardian(guardianId, juniorId);
+
+    if (!doesBelong) {
+      this.logger.error(`Junior ${juniorId} does not belong to guardian ${guardianId}`);
+      throw new BadRequestException('JUNIOR.NOT_BELONG_TO_GUARDIAN');
+    }
+
+    this.logger.log(`Getting weekly summary for junior ${juniorId}`);
+    return this.cardService.getWeeklySummary(juniorId);
+  }
+
   private async prepareJuniorImages(juniors: Junior[]) {
     this.logger.log(`Preparing junior images`);
     await Promise.all(