Let cheques be received or paid without an invoice, and remind staff three days before due date.

Co-authored-by: Cursor <cursoragent@cursor.com>

apps/api/src/finance/cheques.service.ts

@@ -3,10 +3,14 @@ import {
   Injectable,
   NotFoundException,
 } from '@nestjs/common';
-import type { ChequeDto, UpdateChequeRequest } from '@mento/shared';
+import type {
+  ChequeDto,
+  CreateChequeRequest,
+  UpdateChequeRequest,
+} from '@mento/shared';
 import { Prisma } from '@prisma/client';
 import { PrismaService } from '../prisma/prisma.service';
-import { type Actor, ownerWhere } from '../common/record-scope';
+import { type Actor, elevated, ownerWhere } from '../common/record-scope';
 
 const CHEQUE_STATUSES = ['pending', 'cleared', 'bounced'] as const;
 
@@ -17,13 +21,16 @@ export class ChequesService {
   async list(
     organizationId: string,
     actor: Pick<Actor, 'userId' | 'role'>,
-    opts?: { status?: string; q?: string },
+    opts?: { status?: string; q?: string; direction?: string },
   ): Promise<ChequeDto[]> {
     const rows = await this.prisma.cheque.findMany({
       where: {
         organizationId,
-        invoice: ownerWhere(actor),
+        ...this.accessWhere(actor),
         ...(opts?.status ? { status: opts.status } : {}),
+        ...(opts?.direction === 'in' || opts?.direction === 'out'
+          ? { direction: opts.direction }
+          : {}),
         ...(opts?.q?.trim()
           ? {
               OR: [
@@ -34,6 +41,24 @@ export class ChequesService {
                     number: { contains: opts.q.trim(), mode: 'insensitive' },
                   },
                 },
+                {
+                  person: {
+                    OR: [
+                      {
+                        firstName: {
+                          contains: opts.q.trim(),
+                          mode: 'insensitive',
+                        },
+                      },
+                      {
+                        lastName: {
+                          contains: opts.q.trim(),
+                          mode: 'insensitive',
+                        },
+                      },
+                    ],
+                  },
+                },
               ],
             }
           : {}),
@@ -45,6 +70,45 @@ export class ChequesService {
     return rows.map((row) => this.toDto(row));
   }
 
+  async create(
+    organizationId: string,
+    actor: Pick<Actor, 'userId' | 'role'>,
+    dto: CreateChequeRequest,
+  ): Promise<ChequeDto> {
+    const person = await this.prisma.person.findFirst({
+      where: { id: dto.personId, organizationId, ...ownerWhere(actor) },
+      select: { id: true },
+    });
+    if (!person) throw new BadRequestException('شخص معتبر نیست');
+    if (!(dto.amount > 0)) {
+      throw new BadRequestException('مبلغ چک لازم است');
+    }
+    if (!dto.number?.trim() || !dto.bank?.trim() || !dto.dueDate) {
+      throw new BadRequestException('شماره، بانک و سررسید چک لازم است');
+    }
+
+    const row = await this.prisma.cheque.create({
+      data: {
+        organizationId,
+        personId: person.id,
+        ownerId: actor.userId,
+        amount: new Prisma.Decimal(dto.amount),
+        currency: (dto.currency ?? 'IRR').trim() || 'IRR',
+        number: dto.number.trim(),
+        bank: dto.bank.trim(),
+        dueDate: new Date(dto.dueDate),
+        direction: dto.direction === 'out' ? 'out' : 'in',
+        status:
+          dto.status === 'cleared' || dto.status === 'bounced'
+            ? dto.status
+            : 'pending',
+        notes: dto.notes?.trim() ? dto.notes.trim() : null,
+      },
+      include: this.include,
+    });
+    return this.toDto(row);
+  }
+
   async update(
     organizationId: string,
     id: string,
@@ -52,7 +116,7 @@ export class ChequesService {
     dto: UpdateChequeRequest,
   ): Promise<ChequeDto> {
     const existing = await this.prisma.cheque.findFirst({
-      where: { id, organizationId, invoice: ownerWhere(actor) },
+      where: { id, organizationId, ...this.accessWhere(actor) },
       select: { id: true },
     });
     if (!existing) throw new NotFoundException('چک پیدا نشد');
@@ -79,8 +143,18 @@ export class ChequesService {
     return this.toDto(row);
   }
 
+  private accessWhere(
+    actor: Pick<Actor, 'userId' | 'role'>,
+  ): Prisma.ChequeWhereInput {
+    if (elevated(actor.role)) return {};
+    return {
+      OR: [{ ownerId: actor.userId }, { invoice: { ownerId: actor.userId } }],
+    };
+  }
+
   private include = {
     payment: { select: { id: true, amount: true, currency: true, paidAt: true } },
+    person: { select: { firstName: true, lastName: true } },
     invoice: {
       select: {
         id: true,
@@ -95,24 +169,28 @@ export class ChequesService {
   private toDto(
     row: Prisma.ChequeGetPayload<{ include: ChequesService['include'] }>,
   ): ChequeDto {
-    const personName = row.invoice.person
-      ? `${row.invoice.person.firstName} ${row.invoice.person.lastName}`.trim()
-      : row.invoice.company?.name ?? null;
+    const personName = row.person
+      ? `${row.person.firstName} ${row.person.lastName}`.trim()
+      : row.invoice?.person
+        ? `${row.invoice.person.firstName} ${row.invoice.person.lastName}`.trim()
+        : row.invoice?.company?.name ?? null;
     return {
       id: row.id,
       paymentId: row.paymentId,
       invoiceId: row.invoiceId,
-      invoiceNumber: row.invoice.number,
-      invoiceTitle: row.invoice.title,
+      invoiceNumber: row.invoice?.number ?? null,
+      invoiceTitle: row.invoice?.title ?? null,
+      personId: row.personId,
       personName,
-      amount: Number(row.payment.amount),
-      currency: row.payment.currency,
+      amount: Number(row.amount ?? row.payment?.amount ?? 0),
+      currency: row.currency || row.payment?.currency || 'IRR',
       number: row.number,
       bank: row.bank,
       dueDate: row.dueDate.toISOString(),
       status: row.status,
+      direction: row.direction === 'out' ? 'out' : 'in',
       notes: row.notes,
-      paidAt: row.payment.paidAt.toISOString(),
+      paidAt: (row.payment?.paidAt ?? row.createdAt).toISOString(),
       createdAt: row.createdAt.toISOString(),
       updatedAt: row.updatedAt.toISOString(),
     };