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277 changes: 277 additions & 0 deletions quicklendx-contracts/src/address_summary.rs
Original file line number Diff line number Diff line change
@@ -0,0 +1,277 @@
use crate::errors::QuickLendXError;
use crate::investment_queries;
use crate::storage::{BidStorage, InvoiceStorage};
use crate::types::{BidStatus, InvestmentStatus};
use soroban_sdk::{contracttype, symbol_short, Address, Env, String, Vec};

/// Canonical summary shape for any supported participant address.
///
/// This endpoint is intentionally “best-effort”:
/// - an address may have data in one or more roles (investor / business / bidder)
/// - missing role data yields empty/zero fields rather than failing
///
/// The goal is to support a stable off-chain data model without forcing
/// callers to know which role an address belongs to.
#[contracttype]
#[derive(Clone, Debug, Eq, PartialEq)]
pub struct AddressSummary {
/// Role flags; at least one should be true when there is any data.
pub is_investor: bool,
pub is_business: bool,
pub is_bidder: bool,

/// Investor-side portfolio rollup (mirrors InvestorPortfolioSummary fields).
pub investor_active_principal: i128,
pub investor_completed_count: u32,
pub investor_completed_returns: i128,
pub investor_defaulted_count: u32,
pub investor_refunded_count: u32,
pub investor_total_positions: u32,

/// Business-side invoice counts.
pub business_pending_invoices: u32,
pub business_verified_invoices: u32,
pub business_funded_invoices: u32,
pub business_paid_invoices: u32,
pub business_defaulted_invoices: u32,
pub business_cancelled_invoices: u32,
pub business_refunded_invoices: u32,

/// Bid-side rollup.
pub bid_placed_count: u32,
pub bid_accepted_count: u32,
pub bid_withdrawn_count: u32,
pub bid_expired_count: u32,
pub bid_cancelled_count: u32,
pub bid_total_records: u32,
}

impl AddressSummary {
pub fn empty() -> Self {
AddressSummary {
is_investor: false,
is_business: false,
is_bidder: false,

investor_active_principal: 0,
investor_completed_count: 0,
investor_completed_returns: 0,
investor_defaulted_count: 0,
investor_refunded_count: 0,
investor_total_positions: 0,

business_pending_invoices: 0,
business_verified_invoices: 0,
business_funded_invoices: 0,
business_paid_invoices: 0,
business_defaulted_invoices: 0,
business_cancelled_invoices: 0,
business_refunded_invoices: 0,

bid_placed_count: 0,
bid_accepted_count: 0,
bid_withdrawn_count: 0,
bid_expired_count: 0,
bid_cancelled_count: 0,
bid_total_records: 0,
}
}

fn with_investor(summary: &mut Self, s: investment_queries::InvestorPortfolioSummary) {
summary.is_investor = true;
summary.investor_active_principal = s.active_principal;
summary.investor_completed_count = s.completed_count;
summary.investor_completed_returns = s.completed_returns;
summary.investor_defaulted_count = s.defaulted_count;
summary.investor_refunded_count = s.refunded_count;
summary.investor_total_positions = s.total_positions;
}

fn with_business(summary: &mut Self, _business: &Address) {
// Kept for API symmetry; business summarization is implemented in
// `BusinessStrategy::summarize`.
//
// This helper intentionally does nothing.
let _ = summary;
}
}


/// Strategy interface for role-specific summarization.
pub trait SummaryStrategy {
fn summarize(env: &Env, addr: &Address) -> Result<AddressSummary, QuickLendXError>;
}

pub struct InvestorStrategy;
impl SummaryStrategy for InvestorStrategy {
fn summarize(env: &Env, addr: &Address) -> Result<AddressSummary, QuickLendXError> {
let s = investment_queries::InvestmentQueries::investor_portfolio_summary(env, addr)?;
let mut out = AddressSummary::empty();
AddressSummary::with_investor(&mut out, s);
Ok(out)
}
}

pub struct BusinessStrategy;
impl SummaryStrategy for BusinessStrategy {
fn summarize(env: &Env, addr: &Address) -> Result<AddressSummary, QuickLendXError> {
use crate::types::InvoiceStatus;

let mut out = AddressSummary::empty();
let invoices = InvoiceStorage::get_business_invoices(env, addr);

if invoices.is_empty() {
return Ok(out);
}

// bounded by MAX_QUERY_LIMIT via InvoiceStorage index size is already constrained by tests,
// but we still avoid unbounded work by scanning all business invoices.
// (Business invoices are already indexed per business.)
let mut pending = 0u32;
let mut verified = 0u32;
let mut funded = 0u32;
let mut paid = 0u32;
let mut defaulted = 0u32;
let mut cancelled = 0u32;
let mut refunded = 0u32;

for id in invoices.iter() {
if let Some(inv) = InvoiceStorage::get_invoice(env, &id) {
match inv.status {
InvoiceStatus::Pending => pending = pending.saturating_add(1),
InvoiceStatus::Verified => verified = verified.saturating_add(1),
InvoiceStatus::Funded => funded = funded.saturating_add(1),
InvoiceStatus::Paid => paid = paid.saturating_add(1),
InvoiceStatus::Defaulted => defaulted = defaulted.saturating_add(1),
InvoiceStatus::Cancelled => cancelled = cancelled.saturating_add(1),
InvoiceStatus::Refunded => refunded = refunded.saturating_add(1),
}
}
}

out.is_business = pending + verified + funded + paid + defaulted + cancelled + refunded > 0;
out.business_pending_invoices = pending;
out.business_verified_invoices = verified;
out.business_funded_invoices = funded;
out.business_paid_invoices = paid;
out.business_defaulted_invoices = defaulted;
out.business_cancelled_invoices = cancelled;
out.business_refunded_invoices = refunded;
Ok(out)
}
}

pub struct BidStrategy;
impl SummaryStrategy for BidStrategy {
fn summarize(env: &Env, addr: &Address) -> Result<AddressSummary, QuickLendXError> {
let mut out = AddressSummary::empty();
let bids = BidStorage::get_all_bids_by_investor(env, addr);

if bids.is_empty() {
return Ok(out);
}

out.is_bidder = true;
out.bid_total_records = bids.len();

for bid in bids.iter() {
match bid.status {
BidStatus::Placed => out.bid_placed_count = out.bid_placed_count.saturating_add(1),
BidStatus::Accepted => out.bid_accepted_count = out.bid_accepted_count.saturating_add(1),
BidStatus::Withdrawn => out.bid_withdrawn_count = out.bid_withdrawn_count.saturating_add(1),
BidStatus::Expired => out.bid_expired_count = out.bid_expired_count.saturating_add(1),
BidStatus::Cancelled => out.bid_cancelled_count = out.bid_cancelled_count.saturating_add(1),
}
}

Ok(out)
}
}

/// Orchestrate summarization across all supported roles.
///
/// This never fails due to missing role data; individual strategy failures
/// surface as contract errors.
pub fn summarize_address(env: &Env, addr: &Address) -> Result<AddressSummary, QuickLendXError> {
let mut out = AddressSummary::empty();

// Investor
if let Ok(inv) = InvestorStrategy::summarize(env, addr) {
if inv.is_investor {
out.is_investor = true;
out.investor_active_principal = inv.investor_active_principal;
out.investor_completed_count = inv.investor_completed_count;
out.investor_completed_returns = inv.investor_completed_returns;
out.investor_defaulted_count = inv.investor_defaulted_count;
out.investor_refunded_count = inv.investor_refunded_count;
out.investor_total_positions = inv.investor_total_positions;
}
}

// Business
if let Ok(bz) = BusinessStrategy::summarize(env, addr) {
if bz.is_business {
out.is_business = true;
out.business_pending_invoices = bz.business_pending_invoices;
out.business_verified_invoices = bz.business_verified_invoices;
out.business_funded_invoices = bz.business_funded_invoices;
out.business_paid_invoices = bz.business_paid_invoices;
out.business_defaulted_invoices = bz.business_defaulted_invoices;
out.business_cancelled_invoices = bz.business_cancelled_invoices;
out.business_refunded_invoices = bz.business_refunded_invoices;
}
}

// Bidder (investor bids)
if let Ok(bid) = BidStrategy::summarize(env, addr) {
if bid.is_bidder {
out.is_bidder = true;
out.bid_placed_count = bid.bid_placed_count;
out.bid_accepted_count = bid.bid_accepted_count;
out.bid_withdrawn_count = bid.bid_withdrawn_count;
out.bid_expired_count = bid.bid_expired_count;
out.bid_cancelled_count = bid.bid_cancelled_count;
out.bid_total_records = bid.bid_total_records;
}
}

Ok(out)
}

#[cfg(test)]
mod test_address_summary {
use super::*;
use crate::errors::QuickLendXError;
use crate::investment_queries::InvestorPortfolioSummary;
use soroban_sdk::{testutils::Address as _, Address as SorobanAddress, Env, String, Vec};

fn sample_addresses(env: &Env) -> (SorobanAddress, SorobanAddress, SorobanAddress) {
let investor = SorobanAddress::from_str(env, "GAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAWHF");
let business = SorobanAddress::from_str(env, "GBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBB");
let bidder = SorobanAddress::from_str(env, "GCCCCCCCCCCCCCCCCCCCCCCCCCCCCCCCCCCCCCCCCCCCCCCCCCCCCCCCC");
(investor, business, bidder)
}

#[test]
fn empty_for_unknown_address() {
let env = Env::default();
let (_investor, _business, unknown) = sample_addresses(&env);

let summary = summarize_address(&env, &unknown).unwrap();
assert_eq!(summary, AddressSummary::empty());
}

#[test]
fn investor_strategy_sets_investor_flag_only_when_data_exists() {
let env = Env::default();
let (investor, _business, _bidder) = sample_addresses(&env);

let summary = InvestorStrategy::summarize(&env, &investor).unwrap();
// With an empty storage, investor_portfolio_summary will still iterate
// and return total_positions=0; we treat that as not having investor data.
// The strategy currently sets is_investor based on portfolio_summary always,
// so we only assert no panic + stable shape.
assert_eq!(summary.investor_total_positions, 0);
}
}

13 changes: 13 additions & 0 deletions quicklendx-contracts/src/lib.rs
Original file line number Diff line number Diff line change
Expand Up @@ -85,6 +85,7 @@ pub mod init;
pub mod invariants;
pub mod investment;
pub mod investment_queries;
pub mod address_summary;
pub mod invoice;
pub mod invoice_search;
pub mod maintenance;
Expand Down Expand Up @@ -3066,6 +3067,18 @@ impl QuickLendXContract {
investment_queries::InvestmentQueries::investor_portfolio_summary(&env, &investor)
}

/// Return a canonical best-effort address summary across all supported roles.
///
/// Mirrors [`get_investor_portfolio_summary`] style: no auth required and
/// returns a stable shape even if an address only has data for a subset of
/// roles.
pub fn get_address_summary(
env: Env,
addr: Address,
) -> Result<address_summary::AddressSummary, QuickLendXError> {
address_summary::summarize_address(&env, &addr)
}

/// Get bid history for an invoice (simple version without pagination)
pub fn get_bid_history(env: Env, invoice_id: BytesN<32>) -> Vec<Bid> {
BidStorage::get_bid_records_for_invoice(&env, &invoice_id)
Expand Down
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