Files
CRM_Montzar/apps/api/src/invoices/invoices.service.ts
T
MahdiandCursor 8981a552fc feat: gate treasury as an org module and group money inputs
Link optional invoice and cheque settlements to cash accounts, and let superadmin enable the finance module per organization.

Co-authored-by: Cursor <cursoragent@cursor.com>
2026-10-18 19:33:09 +03:30

951 lines
30 KiB
TypeScript

import {
BadRequestException,
Injectable,
NotFoundException,
} from '@nestjs/common';
import type {
CreateInvoiceRequest,
CreatePaymentRequest,
DealLineItemInput,
InvoiceDto,
InvoiceInstallmentInput,
PaginatedResponse,
PaymentDto,
UpdateInvoiceRequest,
} from '@mento/shared';
import { Prisma } from '@prisma/client';
import { PrismaService } from '../prisma/prisma.service';
import { buildSearchWhere, ci } from '../common/search';
import { type Actor, ownerWhere } from '../common/record-scope';
import { AutomationsService } from '../automations/automations.service';
import { MessageAutomationsService } from '../message-automations/message-automations.service';
import { InventoryService } from '../inventory/inventory.service';
import { CommissionsService } from '../finance/commissions.service';
import { GamificationService } from '../gamification/gamification.service';
import { TreasuryBridgeService } from '../treasury/treasury-bridge.service';
type InvoiceActor = Pick<Actor, 'userId' | 'role'>;
const include = {
person: { select: { id: true, firstName: true, lastName: true } },
company: { select: { id: true, name: true } },
deal: { select: { id: true, title: true } },
quote: { select: { id: true, number: true, title: true } },
owner: { select: { id: true, fullName: true } },
lineItems: { orderBy: { position: 'asc' as const } },
payments: {
orderBy: { paidAt: 'desc' as const },
include: { cheque: true },
},
commissionEntry: true,
installments: {
orderBy: { position: 'asc' as const },
include: { payment: { select: { id: true } } },
},
} satisfies Prisma.InvoiceInclude;
type InvoiceRow = Prisma.InvoiceGetPayload<{ include: typeof include }>;
@Injectable()
export class InvoicesService {
constructor(
private readonly prisma: PrismaService,
private readonly automations: AutomationsService,
private readonly messageAutomations: MessageAutomationsService,
private readonly inventory: InventoryService,
private readonly commissions: CommissionsService,
private readonly game: GamificationService,
private readonly treasury: TreasuryBridgeService,
) {}
async list(
organizationId: string,
actor: InvoiceActor,
opts: {
q?: string;
status?: string;
kind?: string;
dealId?: string;
personId?: string;
companyId?: string;
quoteId?: string;
from?: string;
to?: string;
amountMin?: number;
amountMax?: number;
page?: number;
limit?: number;
},
): Promise<PaginatedResponse<InvoiceDto>> {
const page = opts.page ?? 1;
const limit = opts.limit ?? 50;
const dateFilter = buildDateRangeFilter(opts.from, opts.to);
const where: Prisma.InvoiceWhereInput = {
organizationId,
...ownerWhere(actor, 'finance'),
...(opts.status ? { status: opts.status as never } : {}),
...(opts.kind ? { kind: opts.kind } : {}),
...(opts.dealId ? { dealId: opts.dealId } : {}),
...(opts.personId ? { personId: opts.personId } : {}),
...(opts.companyId ? { companyId: opts.companyId } : {}),
...(opts.quoteId ? { quoteId: opts.quoteId } : {}),
...(dateFilter ? dateFilter : {}),
...invoiceSearchWhere(opts.q),
};
const hasAmountFilter =
opts.amountMin != null || opts.amountMax != null;
if (hasAmountFilter) {
const rows = await this.prisma.invoice.findMany({
where,
include,
orderBy: { updatedAt: 'desc' },
});
const filtered = rows
.map((row) => this.toDto(row))
.filter((dto) => {
const amount = Math.abs(dto.payableAmount);
if (opts.amountMin != null && amount < opts.amountMin) return false;
if (opts.amountMax != null && amount > opts.amountMax) return false;
return true;
});
const total = filtered.length;
const items = filtered.slice((page - 1) * limit, page * limit);
return { items, total, page, limit };
}
const [rows, total] = await this.prisma.$transaction([
this.prisma.invoice.findMany({
where,
include,
orderBy: { updatedAt: 'desc' },
skip: (page - 1) * limit,
take: limit,
}),
this.prisma.invoice.count({ where }),
]);
return {
items: rows.map((row) => this.toDto(row)),
total,
page,
limit,
};
}
async get(
organizationId: string,
id: string,
actor: InvoiceActor,
): Promise<InvoiceDto> {
const row = await this.prisma.invoice.findFirst({
where: { id, organizationId, ...ownerWhere(actor, 'finance') },
include,
});
if (!row) throw new NotFoundException('فاکتور پیدا نشد');
return this.toDto(row);
}
async create(
organizationId: string,
userId: string,
dto: CreateInvoiceRequest,
): Promise<InvoiceDto> {
let title = dto.title.trim();
let personId = emptyToNull(dto.personId ?? null);
let companyId = emptyToNull(dto.companyId ?? null);
let dealId = emptyToNull(dto.dealId ?? null);
let quoteId = emptyToNull(dto.quoteId ?? null);
let lineItems = dto.lineItems ?? [];
let currency = (dto.currency ?? 'IRR').trim() || 'IRR';
let notes = emptyToNull(dto.notes ?? null);
let dueDate = dto.dueDate ? new Date(dto.dueDate) : null;
let issuedAt = dto.issuedAt ? new Date(dto.issuedAt) : null;
let status = (dto.status as never) || 'draft';
const fromQuoteId = emptyToNull(dto.fromQuoteId ?? null);
if (fromQuoteId) {
const quote = await this.prisma.quote.findFirst({
where: { id: fromQuoteId, organizationId },
include: { lineItems: { orderBy: { position: 'asc' } } },
});
if (!quote) throw new BadRequestException('پیش‌فاکتور مبدأ معتبر نیست');
quoteId = quote.id;
dealId = dealId ?? quote.dealId;
personId = personId ?? quote.personId;
companyId = companyId ?? quote.companyId;
if (!title || title === 'فاکتور') {
title = `فاکتور — ${quote.title}`;
}
currency = quote.currency || currency;
notes = notes ?? quote.notes;
if (!lineItems.length && quote.lineItems.length) {
lineItems = quote.lineItems.map((item) => ({
productId: item.productId,
name: item.name,
quantity: Number(item.quantity),
unitPrice: Number(item.unitPrice),
currency: item.currency,
}));
}
}
const fromDealId = emptyToNull(dto.fromDealId ?? null);
if (fromDealId) {
const deal = await this.prisma.deal.findFirst({
where: { id: fromDealId, organizationId },
include: { lineItems: { orderBy: { position: 'asc' } } },
});
if (!deal) throw new BadRequestException('معامله مبدأ معتبر نیست');
dealId = deal.id;
personId = personId ?? deal.personId;
companyId = companyId ?? deal.companyId;
if (!title || title === 'فاکتور') {
title = `فاکتور — ${deal.title}`;
}
currency = deal.currency || currency;
notes = notes ?? deal.notes;
if (!lineItems.length && deal.lineItems.length) {
lineItems = deal.lineItems.map((item) => ({
productId: item.productId,
name: item.name,
quantity: Number(item.quantity),
unitPrice: Number(item.unitPrice),
currency: item.currency,
}));
}
}
if (status !== 'draft' && !issuedAt) {
issuedAt = new Date();
}
await this.assertLinks(
organizationId,
personId,
companyId,
dealId,
quoteId,
);
if (lineItems.length) {
await this.assertProducts(organizationId, lineItems);
}
const number = await this.nextNumber(organizationId);
const installments = dto.installments ?? [];
const kind = dto.kind === 'credit' ? 'credit' : 'invoice';
const row = await this.prisma.invoice.create({
data: {
organizationId,
number,
title,
status,
kind,
currency,
notes,
discountAmount: new Prisma.Decimal(dto.discountAmount ?? 0),
taxPercent: new Prisma.Decimal(dto.taxPercent ?? 0),
issuedAt,
dueDate,
personId,
companyId,
dealId,
quoteId,
ownerId: userId,
commissionPercent:
dto.commissionPercent != null
? new Prisma.Decimal(dto.commissionPercent)
: null,
commissionFixedAmount:
dto.commissionFixedAmount != null
? new Prisma.Decimal(dto.commissionFixedAmount)
: null,
...(lineItems.length
? {
lineItems: {
create: lineItems.map((item, index) =>
this.lineCreate(item, index, currency),
),
},
}
: {}),
...(installments.length
? {
installments: {
create: installments.map((item, index) =>
this.installmentCreate(item, index, currency),
),
},
}
: {}),
},
include,
});
await this.inventory.syncInvoiceStock(organizationId, row.id);
await this.commissions.syncInvoice(organizationId, row.id);
const fresh = await this.prisma.invoice.findFirst({
where: { id: row.id },
include,
});
const created = this.toDto(fresh ?? row);
if (created.status !== 'draft' && created.status !== 'canceled') {
await this.fireIssued(organizationId, created);
}
return created;
}
async update(
organizationId: string,
id: string,
actor: InvoiceActor,
dto: UpdateInvoiceRequest,
): Promise<InvoiceDto> {
const existing = await this.prisma.invoice.findFirst({
where: { id, organizationId, ...ownerWhere(actor, 'finance') },
select: { id: true, status: true, currency: true },
});
if (!existing) throw new NotFoundException('فاکتور پیدا نشد');
if (
'personId' in dto ||
'companyId' in dto ||
'dealId' in dto ||
'quoteId' in dto
) {
await this.assertLinks(
organizationId,
emptyToNull(dto.personId ?? null),
emptyToNull(dto.companyId ?? null),
emptyToNull(dto.dealId ?? null),
emptyToNull(dto.quoteId ?? null),
);
}
if (dto.lineItems?.length) {
await this.assertProducts(organizationId, dto.lineItems);
}
const data: Prisma.InvoiceUncheckedUpdateInput = {};
if (dto.title !== undefined) data.title = dto.title.trim();
if (dto.status !== undefined) data.status = dto.status as never;
if (dto.currency !== undefined) {
data.currency = dto.currency.trim() || 'IRR';
}
if ('notes' in dto) data.notes = emptyToNull(dto.notes ?? null);
if (dto.kind !== undefined) {
data.kind = dto.kind === 'credit' ? 'credit' : 'invoice';
}
if (dto.discountAmount !== undefined) {
data.discountAmount = new Prisma.Decimal(dto.discountAmount);
}
if (dto.taxPercent !== undefined) {
data.taxPercent = new Prisma.Decimal(dto.taxPercent);
}
if ('issuedAt' in dto) {
data.issuedAt = dto.issuedAt ? new Date(dto.issuedAt) : null;
}
if ('dueDate' in dto) {
data.dueDate = dto.dueDate ? new Date(dto.dueDate) : null;
}
if ('personId' in dto) data.personId = emptyToNull(dto.personId ?? null);
if ('companyId' in dto) data.companyId = emptyToNull(dto.companyId ?? null);
if ('dealId' in dto) data.dealId = emptyToNull(dto.dealId ?? null);
if ('quoteId' in dto) data.quoteId = emptyToNull(dto.quoteId ?? null);
if ('commissionPercent' in dto) {
data.commissionPercent =
dto.commissionPercent == null
? null
: new Prisma.Decimal(dto.commissionPercent);
}
if ('commissionFixedAmount' in dto) {
data.commissionFixedAmount =
dto.commissionFixedAmount == null
? null
: new Prisma.Decimal(dto.commissionFixedAmount);
}
if (
dto.status &&
dto.status !== 'draft' &&
dto.status !== 'canceled' &&
!('issuedAt' in dto)
) {
data.issuedAt = new Date();
}
const currency =
(typeof data.currency === 'string' && data.currency) ||
existing.currency ||
'IRR';
await this.prisma.$transaction(async (tx) => {
if (dto.lineItems) {
await tx.invoiceLineItem.deleteMany({ where: { invoiceId: id } });
data.lineItems = {
create: dto.lineItems.map((item, index) =>
this.lineCreate(item, index, currency),
),
};
}
if (dto.installments) {
const linkedPayments = await tx.payment.count({
where: { invoiceId: id, installmentId: { not: null } },
});
if (linkedPayments > 0) {
throw new BadRequestException(
'برای تغییر اقساط، ابتدا پرداخت‌های متصل به قسط را حذف کنید',
);
}
await tx.invoiceInstallment.deleteMany({ where: { invoiceId: id } });
data.installments = {
create: dto.installments.map((item, index) =>
this.installmentCreate(item, index, currency),
),
};
}
if (Object.keys(data).length) {
await tx.invoice.update({ where: { id }, data });
}
});
if (dto.status === undefined || dto.status === 'issued') {
await this.recomputeStatus(id);
}
const row = await this.get(organizationId, id, actor);
await this.inventory.syncInvoiceStock(organizationId, row.id);
await this.commissions.syncInvoice(organizationId, row.id);
const leftDraft =
existing.status === 'draft' &&
row.status !== 'draft' &&
row.status !== 'canceled';
if (leftDraft) {
await this.fireIssued(organizationId, row);
}
return row;
}
async remove(
organizationId: string,
id: string,
actor: InvoiceActor,
): Promise<void> {
await this.ensureExists(organizationId, id, actor);
await this.prisma.invoice.delete({ where: { id } });
}
async addPayment(
organizationId: string,
invoiceId: string,
actor: InvoiceActor,
dto: CreatePaymentRequest,
): Promise<InvoiceDto> {
const invoice = await this.prisma.invoice.findFirst({
where: { id: invoiceId, organizationId, ...ownerWhere(actor, 'finance') },
select: {
id: true,
status: true,
currency: true,
organizationId: true,
personId: true,
ownerId: true,
},
});
if (!invoice) throw new NotFoundException('فاکتور پیدا نشد');
if (invoice.status === 'canceled') {
throw new BadRequestException('روی فاکتور لغوشده نمی‌توان پرداخت ثبت کرد');
}
const method = (dto.method as string) || 'transfer';
if (method === 'check') {
const cheque = dto.cheque;
if (!cheque?.number?.trim() || !cheque.bank?.trim() || !cheque.dueDate) {
throw new BadRequestException(
'برای پرداخت چکی شماره، بانک و تاریخ سررسید لازم است',
);
}
}
const installmentId = emptyToNull(dto.installmentId ?? null);
if (installmentId) {
const installment = await this.prisma.invoiceInstallment.findFirst({
where: { id: installmentId, invoiceId },
include: { payment: true },
});
if (!installment) throw new BadRequestException('قسط معتبر نیست');
if (installment.payment) {
throw new BadRequestException('برای این قسط قبلاً پرداخت ثبت شده');
}
}
const paymentId = await this.prisma.$transaction(async (tx) => {
const payment = await tx.payment.create({
data: {
invoiceId,
amount: new Prisma.Decimal(dto.amount),
currency: (dto.currency ?? invoice.currency).trim() || 'IRR',
method: method as never,
paidAt: dto.paidAt ? new Date(dto.paidAt) : new Date(),
notes: emptyToNull(dto.notes ?? null),
installmentId,
},
});
if (method === 'check' && dto.cheque) {
await tx.cheque.create({
data: {
organizationId: invoice.organizationId,
paymentId: payment.id,
invoiceId,
personId: invoice.personId,
ownerId: invoice.ownerId,
amount: new Prisma.Decimal(dto.amount),
currency: (dto.currency ?? invoice.currency).trim() || 'IRR',
number: dto.cheque.number.trim(),
bank: dto.cheque.bank.trim(),
dueDate: new Date(dto.cheque.dueDate),
direction: 'in',
status: dto.cheque.status === 'cleared' || dto.cheque.status === 'bounced'
? dto.cheque.status
: 'pending',
notes: emptyToNull(dto.cheque.notes ?? null),
financialAccountId: dto.financialAccountId || null,
},
});
}
if (dto.financialAccountId) {
await tx.payment.update({
where: { id: payment.id },
data: { financialAccountId: dto.financialAccountId },
});
}
if (installmentId) {
await tx.invoiceInstallment.update({
where: { id: installmentId },
data: {
status: 'paid',
paidAt: dto.paidAt ? new Date(dto.paidAt) : new Date(),
},
});
}
if (invoice.status === 'draft') {
await tx.invoice.update({
where: { id: invoiceId },
data: { status: 'issued', issuedAt: new Date() },
});
}
return payment.id;
});
const accountId = dto.financialAccountId || null;
const chequePending = method === 'check' && dto.cheque?.status !== 'cleared';
if (accountId && !chequePending) {
const linkedCheque = method === 'check'
? await this.prisma.cheque.findFirst({ where: { paymentId }, select: { id: true } })
: null;
await this.treasury.postCash({
organizationId,
accountId,
amount: dto.amount,
direction: 'in',
kind: 'receipt',
occurredAt: dto.paidAt ? new Date(dto.paidAt) : new Date(),
memo: 'پرداخت فاکتور',
actorUserId: actor.userId,
paymentId,
chequeId: linkedCheque?.id ?? null,
});
}
await this.recomputeStatus(invoiceId);
const row = await this.get(organizationId, invoiceId, actor);
await this.inventory.syncInvoiceStock(organizationId, row.id);
await this.commissions.syncInvoice(organizationId, row.id);
if (invoice.status === 'draft') {
await this.fireIssued(organizationId, row);
}
const paidCtx = {
organizationId,
entityType: 'invoice' as const,
entityId: row.id,
title: row.title || row.number,
personId: row.person?.id ?? null,
companyId: row.company?.id ?? null,
dealId: row.deal?.id ?? null,
ownerId: row.owner?.id ?? null,
};
await this.automations.runTrigger('invoice_paid', paidCtx);
await this.messageAutomations.onEvent('invoice_paid', paidCtx);
this.game.emit({
organizationId,
userId: actor.userId,
event: 'PAYMENT_REGISTERED',
entityType: 'invoice',
entityId: row.id,
entityTitle: paidCtx.title,
eventKey: paymentId,
facts: { amount: dto.amount },
});
return row;
}
async removePayment(
organizationId: string,
invoiceId: string,
paymentId: string,
actor: InvoiceActor,
): Promise<InvoiceDto> {
await this.ensureExists(organizationId, invoiceId, actor);
const payment = await this.prisma.payment.findFirst({
where: { id: paymentId, invoiceId },
});
if (!payment) throw new NotFoundException('پرداخت پیدا نشد');
await this.treasury.voidPayment(paymentId);
await this.prisma.$transaction(async (tx) => {
if (payment.installmentId) {
await tx.invoiceInstallment.update({
where: { id: payment.installmentId },
data: { status: 'pending', paidAt: null },
});
}
await tx.payment.delete({ where: { id: paymentId } });
});
await this.recomputeStatus(invoiceId);
await this.commissions.syncInvoice(organizationId, invoiceId);
return this.get(organizationId, invoiceId, actor);
}
private async recomputeStatus(invoiceId: string) {
const invoice = await this.prisma.invoice.findFirst({
where: { id: invoiceId },
include: {
lineItems: true,
payments: true,
},
});
if (!invoice || invoice.status === 'canceled' || invoice.status === 'draft') {
return;
}
const subtotal = invoice.lineItems.reduce(
(sum, item) => sum + Number(item.quantity) * Number(item.unitPrice),
0,
);
const discountAmount = Number(invoice.discountAmount ?? 0);
const taxPercent = Number(invoice.taxPercent ?? 0);
const taxAmount = roundMoney(
Math.max(0, subtotal - discountAmount) * (taxPercent / 100),
);
const total = Math.abs(
roundMoney(subtotal - discountAmount + taxAmount),
);
const paid = invoice.payments.reduce(
(sum, item) => sum + Number(item.amount),
0,
);
let status: 'issued' | 'partially_paid' | 'paid' = 'issued';
if (paid <= 0) status = 'issued';
else if (paid + 0.0001 >= total && total > 0) status = 'paid';
else if (paid > 0) status = 'partially_paid';
else status = 'issued';
if (invoice.status !== status) {
await this.prisma.invoice.update({
where: { id: invoiceId },
data: { status },
});
}
}
private lineCreate(
item: DealLineItemInput,
index: number,
currency: string,
) {
return {
productId: emptyToNull(item.productId ?? null),
name: item.name.trim(),
quantity: new Prisma.Decimal(item.quantity),
unitPrice: new Prisma.Decimal(item.unitPrice),
currency: (item.currency ?? currency).trim() || 'IRR',
position: index,
};
}
private installmentCreate(
item: InvoiceInstallmentInput,
index: number,
currency: string,
) {
return {
position: index,
dueDate: new Date(item.dueDate),
amount: new Prisma.Decimal(item.amount),
currency: (item.currency ?? currency).trim() || 'IRR',
status: 'pending' as const,
};
}
private async nextNumber(organizationId: string): Promise<string> {
const count = await this.prisma.invoice.count({ where: { organizationId } });
return `FA-${String(count + 1).padStart(4, '0')}`;
}
private async fireIssued(organizationId: string, row: InvoiceDto) {
const ctx = {
organizationId,
entityType: 'invoice' as const,
entityId: row.id,
title: row.title || row.number,
personId: row.person?.id ?? null,
companyId: row.company?.id ?? null,
dealId: row.deal?.id ?? null,
ownerId: row.owner?.id ?? null,
};
await this.automations.runTrigger('invoice_issued', ctx);
await this.messageAutomations.onEvent('invoice_issued', ctx);
this.game.emit({
organizationId,
userId: row.owner?.id,
event: 'INVOICE_ISSUED',
entityType: 'invoice',
entityId: row.id,
entityTitle: ctx.title,
facts: { amount: row.payableAmount },
});
}
private async ensureExists(
organizationId: string,
id: string,
actor: InvoiceActor,
) {
const found = await this.prisma.invoice.findFirst({
where: { id, organizationId, ...ownerWhere(actor, 'finance') },
select: { id: true },
});
if (!found) throw new NotFoundException('فاکتور پیدا نشد');
}
private async assertLinks(
organizationId: string,
personId: string | null,
companyId: string | null,
dealId: string | null,
quoteId: string | null,
) {
if (personId) {
const person = await this.prisma.person.findFirst({
where: { id: personId, organizationId },
select: { id: true },
});
if (!person) throw new BadRequestException('شخص معتبر نیست');
}
if (companyId) {
const company = await this.prisma.company.findFirst({
where: { id: companyId, organizationId },
select: { id: true },
});
if (!company) throw new BadRequestException('شرکت معتبر نیست');
}
if (dealId) {
const deal = await this.prisma.deal.findFirst({
where: { id: dealId, organizationId },
select: { id: true },
});
if (!deal) throw new BadRequestException('معامله معتبر نیست');
}
if (quoteId) {
const quote = await this.prisma.quote.findFirst({
where: { id: quoteId, organizationId },
select: { id: true },
});
if (!quote) throw new BadRequestException('پیش‌فاکتور معتبر نیست');
}
}
private async assertProducts(
organizationId: string,
lines: DealLineItemInput[],
) {
const ids = [
...new Set(
lines
.map((l) => emptyToNull(l.productId ?? null))
.filter((id): id is string => Boolean(id)),
),
];
if (!ids.length) return;
const count = await this.prisma.product.count({
where: { organizationId, id: { in: ids } },
});
if (count !== ids.length) {
throw new BadRequestException('یکی از محصولات معتبر نیست');
}
}
private toDto(row: InvoiceRow): InvoiceDto {
const lineItems = row.lineItems.map((item) => {
const quantity = Number(item.quantity);
const unitPrice = Number(item.unitPrice);
return {
id: item.id,
productId: item.productId,
name: item.name,
quantity,
unitPrice,
currency: item.currency,
position: item.position,
lineTotal: quantity * unitPrice,
};
});
const subtotal = lineItems.reduce((sum, item) => sum + item.lineTotal, 0);
const discountAmount = Number(row.discountAmount ?? 0);
const taxPercent = Number(row.taxPercent ?? 0);
const taxAmount = roundMoney(
Math.max(0, subtotal - discountAmount) * (taxPercent / 100),
);
const signedPayable = roundMoney(subtotal - discountAmount + taxAmount);
const kind = row.kind === 'credit' ? 'credit' : 'invoice';
const payableAmount = kind === 'credit' ? -signedPayable : signedPayable;
const payments: PaymentDto[] = row.payments.map((p) => ({
id: p.id,
amount: Number(p.amount),
currency: p.currency,
method: p.method,
paidAt: p.paidAt.toISOString(),
notes: p.notes,
installmentId: p.installmentId,
cheque: p.cheque
? {
id: p.cheque.id,
paymentId: p.id,
invoiceId: row.id,
invoiceNumber: row.number,
invoiceTitle: row.title,
personId: row.person?.id ?? p.cheque.personId ?? null,
personName: row.person
? `${row.person.firstName} ${row.person.lastName}`.trim()
: row.company?.name ?? null,
amount: Number(p.cheque.amount ?? p.amount),
currency: p.cheque.currency || p.currency,
number: p.cheque.number,
bank: p.cheque.bank,
dueDate: p.cheque.dueDate.toISOString(),
status: p.cheque.status,
direction: p.cheque.direction === 'out' ? 'out' : 'in',
notes: p.cheque.notes,
paidAt: p.paidAt.toISOString(),
createdAt: p.cheque.createdAt.toISOString(),
updatedAt: p.cheque.updatedAt.toISOString(),
}
: null,
createdAt: p.createdAt.toISOString(),
}));
const paidAmount = payments.reduce((sum, p) => sum + p.amount, 0);
const installments = row.installments.map((item) => ({
id: item.id,
position: item.position,
dueDate: item.dueDate.toISOString(),
amount: Number(item.amount),
currency: item.currency,
status: item.status,
paidAt: item.paidAt?.toISOString() ?? null,
paymentId: item.payment?.id ?? null,
}));
return {
id: row.id,
number: row.number,
title: row.title,
status: row.status,
kind,
currency: row.currency,
notes: row.notes,
discountAmount,
taxPercent,
issuedAt: row.issuedAt?.toISOString() ?? null,
dueDate: row.dueDate?.toISOString() ?? null,
totalAmount: subtotal,
subtotal,
taxAmount,
payableAmount,
paidAmount,
remainingAmount: Math.max(0, Math.abs(payableAmount) - paidAmount),
person: row.person
? {
id: row.person.id,
fullName: `${row.person.firstName} ${row.person.lastName}`.trim(),
}
: null,
company: row.company,
deal: row.deal,
quote: row.quote,
owner: row.owner,
lineItems,
payments,
installments,
commissionPercent:
row.commissionPercent == null ? null : Number(row.commissionPercent),
commissionFixedAmount:
row.commissionFixedAmount == null
? null
: Number(row.commissionFixedAmount),
commission: row.commissionEntry
? {
percent: Number(row.commissionEntry.percent),
amount: Number(row.commissionEntry.amount),
status: row.commissionEntry.status,
}
: null,
createdAt: row.createdAt.toISOString(),
updatedAt: row.updatedAt.toISOString(),
};
}
}
function emptyToNull(value?: string | null): string | null {
if (value == null) return null;
const trimmed = value.trim();
return trimmed.length ? trimmed : null;
}
function roundMoney(value: number): number {
return Math.round((value + Number.EPSILON) * 100) / 100;
}
function invoiceSearchWhere(q?: string): Prisma.InvoiceWhereInput {
const search = buildSearchWhere<Prisma.InvoiceWhereInput>(q, (t) => [
{ title: ci(t) },
{ number: ci(t) },
{ notes: ci(t) },
{
person: {
OR: [{ firstName: ci(t) }, { lastName: ci(t) }, { mobile: { contains: t } }],
},
},
{ company: { name: ci(t) } },
]);
return search ? { AND: [search] } : {};
}
function buildDateRangeFilter(
from?: string,
to?: string,
): Prisma.InvoiceWhereInput | null {
if (!from && !to) return null;
const range: Prisma.DateTimeFilter = {};
if (from) range.gte = new Date(from);
if (to) range.lte = new Date(to);
return {
OR: [
{ issuedAt: range },
{ AND: [{ issuedAt: null }, { createdAt: range }] },
],
};
}