Add a small internal warehouse and party balances when Tahesab is off.

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

apps/api/prisma/migrations/20260910220000_internal_inventory/migration.sql

@@ -0,0 +1,80 @@
+-- CreateTable
+CREATE TABLE "Warehouse" (
+    "id" TEXT NOT NULL,
+    "organizationId" TEXT NOT NULL,
+    "name" TEXT NOT NULL,
+    "isDefault" BOOLEAN NOT NULL DEFAULT true,
+    "createdAt" TIMESTAMP(3) NOT NULL DEFAULT CURRENT_TIMESTAMP,
+    "updatedAt" TIMESTAMP(3) NOT NULL,
+
+    CONSTRAINT "Warehouse_pkey" PRIMARY KEY ("id")
+);
+
+-- CreateTable
+CREATE TABLE "StockMovement" (
+    "id" TEXT NOT NULL,
+    "organizationId" TEXT NOT NULL,
+    "warehouseId" TEXT NOT NULL,
+    "productId" TEXT NOT NULL,
+    "type" TEXT NOT NULL,
+    "quantity" DECIMAL(18,2) NOT NULL,
+    "note" TEXT,
+    "invoiceId" TEXT,
+    "occurredAt" TIMESTAMP(3) NOT NULL DEFAULT CURRENT_TIMESTAMP,
+    "createdAt" TIMESTAMP(3) NOT NULL DEFAULT CURRENT_TIMESTAMP,
+
+    CONSTRAINT "StockMovement_pkey" PRIMARY KEY ("id")
+);
+
+-- CreateTable
+CREATE TABLE "PartyOpeningBalance" (
+    "id" TEXT NOT NULL,
+    "organizationId" TEXT NOT NULL,
+    "personId" TEXT NOT NULL,
+    "amount" DECIMAL(18,2) NOT NULL,
+    "currency" TEXT NOT NULL DEFAULT 'IRR',
+    "note" TEXT,
+    "createdAt" TIMESTAMP(3) NOT NULL DEFAULT CURRENT_TIMESTAMP,
+    "updatedAt" TIMESTAMP(3) NOT NULL,
+
+    CONSTRAINT "PartyOpeningBalance_pkey" PRIMARY KEY ("id")
+);
+
+-- CreateIndex
+CREATE INDEX "Warehouse_organizationId_isDefault_idx" ON "Warehouse"("organizationId", "isDefault");
+
+-- CreateIndex
+CREATE INDEX "StockMovement_organizationId_productId_occurredAt_idx" ON "StockMovement"("organizationId", "productId", "occurredAt");
+
+-- CreateIndex
+CREATE INDEX "StockMovement_invoiceId_idx" ON "StockMovement"("invoiceId");
+
+-- CreateIndex
+CREATE INDEX "StockMovement_warehouseId_idx" ON "StockMovement"("warehouseId");
+
+-- CreateIndex
+CREATE UNIQUE INDEX "PartyOpeningBalance_organizationId_personId_key" ON "PartyOpeningBalance"("organizationId", "personId");
+
+-- CreateIndex
+CREATE INDEX "PartyOpeningBalance_personId_idx" ON "PartyOpeningBalance"("personId");
+
+-- AddForeignKey
+ALTER TABLE "Warehouse" ADD CONSTRAINT "Warehouse_organizationId_fkey" FOREIGN KEY ("organizationId") REFERENCES "Organization"("id") ON DELETE CASCADE ON UPDATE CASCADE;
+
+-- AddForeignKey
+ALTER TABLE "StockMovement" ADD CONSTRAINT "StockMovement_organizationId_fkey" FOREIGN KEY ("organizationId") REFERENCES "Organization"("id") ON DELETE CASCADE ON UPDATE CASCADE;
+
+-- AddForeignKey
+ALTER TABLE "StockMovement" ADD CONSTRAINT "StockMovement_warehouseId_fkey" FOREIGN KEY ("warehouseId") REFERENCES "Warehouse"("id") ON DELETE CASCADE ON UPDATE CASCADE;
+
+-- AddForeignKey
+ALTER TABLE "StockMovement" ADD CONSTRAINT "StockMovement_productId_fkey" FOREIGN KEY ("productId") REFERENCES "Product"("id") ON DELETE CASCADE ON UPDATE CASCADE;
+
+-- AddForeignKey
+ALTER TABLE "StockMovement" ADD CONSTRAINT "StockMovement_invoiceId_fkey" FOREIGN KEY ("invoiceId") REFERENCES "Invoice"("id") ON DELETE CASCADE ON UPDATE CASCADE;
+
+-- AddForeignKey
+ALTER TABLE "PartyOpeningBalance" ADD CONSTRAINT "PartyOpeningBalance_organizationId_fkey" FOREIGN KEY ("organizationId") REFERENCES "Organization"("id") ON DELETE CASCADE ON UPDATE CASCADE;
+
+-- AddForeignKey
+ALTER TABLE "PartyOpeningBalance" ADD CONSTRAINT "PartyOpeningBalance_personId_fkey" FOREIGN KEY ("personId") REFERENCES "Person"("id") ON DELETE CASCADE ON UPDATE CASCADE;

apps/api/prisma/schema.prisma

@@ -180,6 +180,9 @@ model Organization {
   noteAiSuggestions     NoteAiSuggestion[]
   accountingConnections AccountingConnection[]
   accountingSyncJobs    AccountingSyncJob[]
+  warehouses            Warehouse[]
+  stockMovements        StockMovement[]
+  partyOpenings         PartyOpeningBalance[]
 }
 
 model User {
@@ -283,6 +286,7 @@ model Person {
   memoryItems           MemoryItem[]
   accountingLinks       PersonAccountingLink[]
   accountingDocuments   AccountingDocumentLog[]
+  openingBalances       PartyOpeningBalance[]
   createdAt             DateTime                 @default(now())
   updatedAt             DateTime                 @updatedAt
 
@@ -545,6 +549,7 @@ model Product {
   lineItems         DealLineItem[]
   quoteLineItems    QuoteLineItem[]
   invoiceLineItems  InvoiceLineItem[]
+  stockMovements    StockMovement[]
   createdAt         DateTime       @default(now())
   updatedAt         DateTime       @updatedAt
 
@@ -725,6 +730,7 @@ model Invoice {
   lineItems      InvoiceLineItem[]
   payments       Payment[]
   installments   InvoiceInstallment[]
+  stockMovements StockMovement[]
   createdAt      DateTime             @default(now())
   updatedAt      DateTime             @updatedAt
 
@@ -1210,3 +1216,57 @@ model AccountingSyncJob {
 
   @@index([organizationId, createdAt])
 }
+
+/// انبار داخلی — وقتی ته‌حساب وصل نیست
+model Warehouse {
+  id             String          @id @default(cuid())
+  organizationId String
+  organization   Organization    @relation(fields: [organizationId], references: [id], onDelete: Cascade)
+  name           String
+  isDefault      Boolean         @default(true)
+  movements      StockMovement[]
+  createdAt      DateTime        @default(now())
+  updatedAt      DateTime        @updatedAt
+
+  @@index([organizationId, isDefault])
+}
+
+/// گردش کالا؛ مقدار مثبت ورود، منفی خروج
+model StockMovement {
+  id             String       @id @default(cuid())
+  organizationId String
+  organization   Organization @relation(fields: [organizationId], references: [id], onDelete: Cascade)
+  warehouseId    String
+  warehouse      Warehouse    @relation(fields: [warehouseId], references: [id], onDelete: Cascade)
+  productId      String
+  product        Product      @relation(fields: [productId], references: [id], onDelete: Cascade)
+  /// opening | purchase | sale | credit | adjustment
+  type           String
+  quantity       Decimal      @db.Decimal(18, 2)
+  note           String?
+  invoiceId      String?
+  invoice        Invoice?     @relation(fields: [invoiceId], references: [id], onDelete: Cascade)
+  occurredAt     DateTime     @default(now())
+  createdAt      DateTime     @default(now())
+
+  @@index([organizationId, productId, occurredAt])
+  @@index([invoiceId])
+  @@index([warehouseId])
+}
+
+/// مانده اول دوره طرف‌حساب (مثبت = بدهکار ما)
+model PartyOpeningBalance {
+  id             String       @id @default(cuid())
+  organizationId String
+  organization   Organization @relation(fields: [organizationId], references: [id], onDelete: Cascade)
+  personId       String
+  person         Person       @relation(fields: [personId], references: [id], onDelete: Cascade)
+  amount         Decimal      @db.Decimal(18, 2)
+  currency       String       @default("IRR")
+  note           String?
+  createdAt      DateTime     @default(now())
+  updatedAt      DateTime     @updatedAt
+
+  @@unique([organizationId, personId])
+  @@index([personId])
+}

apps/api/src/app.module.ts

@@ -27,6 +27,7 @@ import { AutomationsModule } from './automations/automations.module';
 import { AiModule } from './ai/ai.module';
 import { MemoryModule } from './memory/memory.module';
 import { TahesabModule } from './integrations/tahesab/tahesab.module';
+import { InventoryModule } from './inventory/inventory.module';
 
 @Module({
   imports: [
@@ -51,6 +52,7 @@ import { TahesabModule } from './integrations/tahesab/tahesab.module';
     LeadFormsModule,
     QuotesModule,
     InvoicesModule,
+    InventoryModule,
     SalesModule,
     TicketsModule,
     FaqModule,

apps/api/src/inventory/dto.ts

@@ -0,0 +1,38 @@
+import { Type } from 'class-transformer';
+import {
+  IsIn,
+  IsNumber,
+  IsOptional,
+  IsString,
+  MaxLength,
+  MinLength,
+} from 'class-validator';
+
+export class CreateStockMovementDto {
+  @IsString()
+  @MinLength(1)
+  productId!: string;
+
+  @IsIn(['purchase', 'adjustment'])
+  type!: 'purchase' | 'adjustment';
+
+  @Type(() => Number)
+  @IsNumber()
+  quantity!: number;
+
+  @IsOptional()
+  @IsString()
+  @MaxLength(400)
+  note?: string;
+}
+
+export class UpdatePartyOpeningDto {
+  @Type(() => Number)
+  @IsNumber()
+  amount!: number;
+
+  @IsOptional()
+  @IsString()
+  @MaxLength(400)
+  note?: string;
+}

apps/api/src/inventory/inventory.controller.ts

@@ -0,0 +1,69 @@
+import {
+  Body,
+  Controller,
+  Get,
+  Param,
+  Patch,
+  Post,
+  Query,
+  UseGuards,
+} from '@nestjs/common';
+import { JwtAuthGuard } from '../auth/jwt-auth.guard';
+import { CurrentUser } from '../auth/current-user.decorator';
+import { Roles } from '../auth/roles.decorator';
+import { RolesGuard } from '../auth/roles.guard';
+import { CreateStockMovementDto, UpdatePartyOpeningDto } from './dto';
+import { InventoryService } from './inventory.service';
+
+type AuthUser = { organizationId: string };
+
+@Controller('inventory')
+@UseGuards(JwtAuthGuard, RolesGuard)
+export class InventoryController {
+  constructor(private readonly inventory: InventoryService) {}
+
+  @Get()
+  summary(@CurrentUser() user: AuthUser) {
+    return this.inventory.getSummary(user.organizationId);
+  }
+
+  @Get('movements')
+  movements(
+    @CurrentUser() user: AuthUser,
+    @Query('productId') productId?: string,
+  ) {
+    return this.inventory.listMovements(user.organizationId, productId);
+  }
+
+  @Post('movements')
+  @Roles('owner', 'admin')
+  addMovement(
+    @CurrentUser() user: AuthUser,
+    @Body() dto: CreateStockMovementDto,
+  ) {
+    return this.inventory.addManualMovement(user.organizationId, dto);
+  }
+
+  @Get('party/:personId')
+  partyBalance(
+    @CurrentUser() user: AuthUser,
+    @Param('personId') personId: string,
+  ) {
+    return this.inventory.getPartyBalance(user.organizationId, personId);
+  }
+
+  @Patch('party/:personId/opening')
+  @Roles('owner', 'admin')
+  setOpening(
+    @CurrentUser() user: AuthUser,
+    @Param('personId') personId: string,
+    @Body() dto: UpdatePartyOpeningDto,
+  ) {
+    return this.inventory.setPartyOpening(
+      user.organizationId,
+      personId,
+      dto.amount,
+      dto.note,
+    );
+  }
+}

apps/api/src/inventory/inventory.module.ts

@@ -0,0 +1,12 @@
+import { Module } from '@nestjs/common';
+import { AuthModule } from '../auth/auth.module';
+import { InventoryController } from './inventory.controller';
+import { InventoryService } from './inventory.service';
+
+@Module({
+  imports: [AuthModule],
+  controllers: [InventoryController],
+  providers: [InventoryService],
+  exports: [InventoryService],
+})
+export class InventoryModule {}

apps/api/src/inventory/inventory.service.ts

@@ -0,0 +1,515 @@
+import {
+  BadRequestException,
+  Injectable,
+  NotFoundException,
+} from '@nestjs/common';
+import type {
+  InventorySummaryDto,
+  PartyBalanceDto,
+  StockMovementDto,
+  StockMovementType,
+} from '@mento/shared';
+import { Prisma } from '@prisma/client';
+import { PrismaService } from '../prisma/prisma.service';
+
+const MOVEMENT_TYPES = new Set([
+  'opening',
+  'purchase',
+  'sale',
+  'credit',
+  'adjustment',
+]);
+
+@Injectable()
+export class InventoryService {
+  constructor(private readonly prisma: PrismaService) {}
+
+  async isInternalEnabled(organizationId: string): Promise<boolean> {
+    const n = await this.prisma.accountingConnection.count({
+      where: { organizationId, enabled: true },
+    });
+    return n === 0;
+  }
+
+  async getSummary(organizationId: string): Promise<InventorySummaryDto> {
+    const enabled = await this.isInternalEnabled(organizationId);
+    const org = await this.prisma.organization.findFirst({
+      where: { id: organizationId },
+      select: { baseCurrency: true },
+    });
+    const currency = org?.baseCurrency ?? 'IRR';
+    if (!enabled) {
+      return {
+        enabled: false,
+        warehouseName: null,
+        products: [],
+        cashTotal: 0,
+        receivablesTotal: 0,
+        currency,
+      };
+    }
+
+    const warehouse = await this.ensureReady(organizationId);
+    const products = await this.prisma.product.findMany({
+      where: { organizationId, kind: 'product' },
+      orderBy: [{ isActive: 'desc' }, { name: 'asc' }],
+    });
+    const stocks = await this.stockByProduct(
+      organizationId,
+      products.map((p) => p.id),
+    );
+
+    const [cashTotal, receivablesTotal] = await Promise.all([
+      this.cashTotal(organizationId),
+      this.receivablesTotal(organizationId),
+    ]);
+
+    return {
+      enabled: true,
+      warehouseName: warehouse.name,
+      products: products.map((p) => ({
+        productId: p.id,
+        name: p.name,
+        sku: p.sku,
+        unit: p.unit,
+        kind: 'product',
+        stockQty: stocks.get(p.id) ?? 0,
+        currency: p.currency,
+        unitPrice: p.unitPrice == null ? null : Number(p.unitPrice),
+      })),
+      cashTotal,
+      receivablesTotal,
+      currency,
+    };
+  }
+
+  async listMovements(
+    organizationId: string,
+    productId?: string,
+  ): Promise<StockMovementDto[]> {
+    if (!(await this.isInternalEnabled(organizationId))) return [];
+    await this.ensureReady(organizationId);
+    const rows = await this.prisma.stockMovement.findMany({
+      where: {
+        organizationId,
+        ...(productId ? { productId } : {}),
+      },
+      include: { product: { select: { name: true } } },
+      orderBy: [{ occurredAt: 'desc' }, { createdAt: 'desc' }],
+      take: 200,
+    });
+    return rows.map((row) => ({
+      id: row.id,
+      productId: row.productId,
+      productName: row.product.name,
+      type: asMovementType(row.type),
+      quantity: Number(row.quantity),
+      note: row.note,
+      invoiceId: row.invoiceId,
+      occurredAt: row.occurredAt.toISOString(),
+    }));
+  }
+
+  async addManualMovement(
+    organizationId: string,
+    dto: { productId: string; type: 'purchase' | 'adjustment'; quantity: number; note?: string },
+  ): Promise<StockMovementDto> {
+    if (!(await this.isInternalEnabled(organizationId))) {
+      throw new BadRequestException(
+        'با اتصال ته‌حساب، انبار داخلی غیرفعال است',
+      );
+    }
+    const warehouse = await this.ensureReady(organizationId);
+    const product = await this.prisma.product.findFirst({
+      where: { id: dto.productId, organizationId },
+    });
+    if (!product) throw new NotFoundException('محصول پیدا نشد');
+    if (product.kind === 'service') {
+      throw new BadRequestException('خدمات موجودی انبار ندارند');
+    }
+
+    let quantity = Number(dto.quantity);
+    if (!Number.isFinite(quantity) || quantity === 0) {
+      throw new BadRequestException('مقدار نامعتبر است');
+    }
+    if (dto.type === 'purchase' && quantity < 0) {
+      throw new BadRequestException('ورود خرید باید مثبت باشد');
+    }
+
+    const row = await this.prisma.stockMovement.create({
+      data: {
+        organizationId,
+        warehouseId: warehouse.id,
+        productId: product.id,
+        type: dto.type,
+        quantity: new Prisma.Decimal(quantity),
+        note: dto.note?.trim() || null,
+      },
+      include: { product: { select: { name: true } } },
+    });
+    await this.refreshProductStock(organizationId, product.id);
+    return {
+      id: row.id,
+      productId: row.productId,
+      productName: row.product.name,
+      type: asMovementType(row.type),
+      quantity: Number(row.quantity),
+      note: row.note,
+      invoiceId: row.invoiceId,
+      occurredAt: row.occurredAt.toISOString(),
+    };
+  }
+
+  async getPartyBalance(
+    organizationId: string,
+    personId: string,
+  ): Promise<PartyBalanceDto> {
+    const enabled = await this.isInternalEnabled(organizationId);
+    const org = await this.prisma.organization.findFirst({
+      where: { id: organizationId },
+      select: { baseCurrency: true },
+    });
+    const currency = org?.baseCurrency ?? 'IRR';
+    if (!enabled) {
+      return {
+        enabled: false,
+        personId,
+        openingAmount: 0,
+        invoicedAmount: 0,
+        paidAmount: 0,
+        balance: 0,
+        currency,
+      };
+    }
+
+    const person = await this.prisma.person.findFirst({
+      where: { id: personId, organizationId },
+      select: { id: true },
+    });
+    if (!person) throw new NotFoundException('شخص پیدا نشد');
+
+    const { openingAmount, invoicedAmount, paidAmount } =
+      await this.personLedger(organizationId, personId);
+    return {
+      enabled: true,
+      personId,
+      openingAmount,
+      invoicedAmount,
+      paidAmount,
+      balance: roundMoney(openingAmount + invoicedAmount - paidAmount),
+      currency,
+    };
+  }
+
+  async setPartyOpening(
+    organizationId: string,
+    personId: string,
+    amount: number,
+    note?: string,
+  ): Promise<PartyBalanceDto> {
+    if (!(await this.isInternalEnabled(organizationId))) {
+      throw new BadRequestException(
+        'با اتصال ته‌حساب، مانده داخلی غیرفعال است',
+      );
+    }
+    const person = await this.prisma.person.findFirst({
+      where: { id: personId, organizationId },
+      select: { id: true },
+    });
+    if (!person) throw new NotFoundException('شخص پیدا نشد');
+    if (!Number.isFinite(amount)) {
+      throw new BadRequestException('مبلغ نامعتبر است');
+    }
+
+    await this.prisma.partyOpeningBalance.upsert({
+      where: { organizationId_personId: { organizationId, personId } },
+      create: {
+        organizationId,
+        personId,
+        amount: new Prisma.Decimal(amount),
+        note: note?.trim() || null,
+      },
+      update: {
+        amount: new Prisma.Decimal(amount),
+        note: note?.trim() || null,
+      },
+    });
+    return this.getPartyBalance(organizationId, personId);
+  }
+
+  async syncInvoiceStock(organizationId: string, invoiceId: string) {
+    if (!(await this.isInternalEnabled(organizationId))) {
+      await this.prisma.stockMovement.deleteMany({ where: { invoiceId } });
+      return;
+    }
+    const warehouse = await this.ensureReady(organizationId);
+    const invoice = await this.prisma.invoice.findFirst({
+      where: { id: invoiceId, organizationId },
+      include: {
+        lineItems: { include: { product: { select: { id: true, kind: true } } } },
+      },
+    });
+    if (!invoice) return;
+
+    const productIds = [
+      ...new Set(
+        invoice.lineItems
+          .map((l) => l.productId)
+          .filter((id): id is string => Boolean(id)),
+      ),
+    ];
+
+    await this.prisma.stockMovement.deleteMany({ where: { invoiceId } });
+
+    const active =
+      invoice.status !== 'draft' && invoice.status !== 'canceled';
+    if (active) {
+      const isCredit = invoice.kind === 'credit';
+      const sign = isCredit ? 1 : -1;
+      const type = isCredit ? 'credit' : 'sale';
+      const rows = invoice.lineItems
+        .filter((l) => l.productId && l.product?.kind !== 'service')
+        .map((l) => ({
+          organizationId,
+          warehouseId: warehouse.id,
+          productId: l.productId!,
+          type,
+          quantity: new Prisma.Decimal(sign * Number(l.quantity)),
+          note: invoice.number,
+          invoiceId,
+          occurredAt: invoice.issuedAt ?? new Date(),
+        }));
+      if (rows.length) {
+        await this.prisma.stockMovement.createMany({ data: rows });
+      }
+    }
+
+    await Promise.all(
+      productIds.map((id) => this.refreshProductStock(organizationId, id)),
+    );
+  }
+
+  async onProductCreated(
+    organizationId: string,
+    productId: string,
+    stockQty: number | null,
+    kind: string,
+  ) {
+    if (kind === 'service') return;
+    if (!(await this.isInternalEnabled(organizationId))) return;
+    if (stockQty == null || stockQty === 0) return;
+    const warehouse = await this.ensureReady(organizationId);
+    const existing = await this.prisma.stockMovement.count({
+      where: { productId },
+    });
+    if (existing) return;
+    await this.prisma.stockMovement.create({
+      data: {
+        organizationId,
+        warehouseId: warehouse.id,
+        productId,
+        type: 'opening',
+        quantity: new Prisma.Decimal(stockQty),
+        note: 'موجودی اول دوره',
+      },
+    });
+    await this.refreshProductStock(organizationId, productId);
+  }
+
+  async onProductStockEdited(
+    organizationId: string,
+    productId: string,
+    nextQty: number | null,
+    kind: string,
+  ) {
+    if (kind === 'service') return;
+    if (!(await this.isInternalEnabled(organizationId))) return;
+    const warehouse = await this.ensureReady(organizationId);
+    const current = await this.liveStock(organizationId, productId);
+    const target = nextQty ?? 0;
+    const delta = target - current;
+    if (Math.abs(delta) < 0.0001) {
+      await this.refreshProductStock(organizationId, productId);
+      return;
+    }
+    await this.prisma.stockMovement.create({
+      data: {
+        organizationId,
+        warehouseId: warehouse.id,
+        productId,
+        type: 'adjustment',
+        quantity: new Prisma.Decimal(delta),
+        note: 'اصلاح از فرم محصول',
+      },
+    });
+    await this.refreshProductStock(organizationId, productId);
+  }
+
+  private async ensureReady(organizationId: string) {
+    let warehouse = await this.prisma.warehouse.findFirst({
+      where: { organizationId, isDefault: true },
+    });
+    if (!warehouse) {
+      warehouse = await this.prisma.warehouse.create({
+        data: {
+          organizationId,
+          name: 'انبار اصلی',
+          isDefault: true,
+        },
+      });
+    }
+
+    const products = await this.prisma.product.findMany({
+      where: { organizationId, kind: 'product', stockQty: { not: null } },
+      select: { id: true, stockQty: true },
+    });
+    for (const product of products) {
+      const count = await this.prisma.stockMovement.count({
+        where: { productId: product.id },
+      });
+      if (count > 0 || product.stockQty == null || product.stockQty === 0) {
+        continue;
+      }
+      await this.prisma.stockMovement.create({
+        data: {
+          organizationId,
+          warehouseId: warehouse.id,
+          productId: product.id,
+          type: 'opening',
+          quantity: new Prisma.Decimal(product.stockQty),
+          note: 'موجودی اول دوره',
+        },
+      });
+    }
+    return warehouse;
+  }
+
+  private async stockByProduct(
+    organizationId: string,
+    productIds: string[],
+  ): Promise<Map<string, number>> {
+    const map = new Map<string, number>();
+    if (!productIds.length) return map;
+    const groups = await this.prisma.stockMovement.groupBy({
+      by: ['productId'],
+      where: { organizationId, productId: { in: productIds } },
+      _sum: { quantity: true },
+    });
+    for (const g of groups) {
+      map.set(g.productId, Number(g._sum.quantity ?? 0));
+    }
+    return map;
+  }
+
+  private async liveStock(organizationId: string, productId: string) {
+    const agg = await this.prisma.stockMovement.aggregate({
+      where: { organizationId, productId },
+      _sum: { quantity: true },
+    });
+    return Number(agg._sum.quantity ?? 0);
+  }
+
+  private async refreshProductStock(organizationId: string, productId: string) {
+    const live = await this.liveStock(organizationId, productId);
+    await this.prisma.product.update({
+      where: { id: productId },
+      data: { stockQty: Math.round(live) },
+    });
+  }
+
+  private async cashTotal(organizationId: string): Promise<number> {
+    const payments = await this.prisma.payment.findMany({
+      where: {
+        invoice: {
+          organizationId,
+          status: { not: 'canceled' },
+        },
+      },
+      select: { amount: true },
+    });
+    return roundMoney(payments.reduce((s, p) => s + Number(p.amount), 0));
+  }
+
+  private async receivablesTotal(organizationId: string): Promise<number> {
+    const openings = await this.prisma.partyOpeningBalance.findMany({
+      where: { organizationId },
+      select: { amount: true },
+    });
+    const openingSum = openings.reduce((s, r) => s + Number(r.amount), 0);
+    const invoices = await this.prisma.invoice.findMany({
+      where: {
+        organizationId,
+        status: { in: ['issued', 'partially_paid', 'paid'] },
+      },
+      include: { lineItems: true, payments: true },
+    });
+    let remaining = 0;
+    for (const inv of invoices) {
+      remaining += invoiceRemaining(inv);
+    }
+    return roundMoney(openingSum + remaining);
+  }
+
+  private async personLedger(organizationId: string, personId: string) {
+    const opening = await this.prisma.partyOpeningBalance.findFirst({
+      where: { organizationId, personId },
+    });
+    const invoices = await this.prisma.invoice.findMany({
+      where: {
+        organizationId,
+        personId,
+        status: { in: ['issued', 'partially_paid', 'paid'] },
+      },
+      include: { lineItems: true, payments: true },
+    });
+    let invoicedAmount = 0;
+    let paidAmount = 0;
+    for (const inv of invoices) {
+      invoicedAmount += invoicePayable(inv);
+      paidAmount += inv.payments.reduce((s, p) => s + Number(p.amount), 0);
+    }
+    return {
+      openingAmount: Number(opening?.amount ?? 0),
+      invoicedAmount: roundMoney(invoicedAmount),
+      paidAmount: roundMoney(paidAmount),
+    };
+  }
+}
+
+function asMovementType(type: string): StockMovementType {
+  if (MOVEMENT_TYPES.has(type)) return type as StockMovementType;
+  return 'adjustment';
+}
+
+function invoicePayable(inv: {
+  kind: string;
+  discountAmount: Prisma.Decimal;
+  taxPercent: Prisma.Decimal;
+  lineItems: Array<{ quantity: Prisma.Decimal; unitPrice: Prisma.Decimal }>;
+}): number {
+  const subtotal = inv.lineItems.reduce(
+    (s, i) => s + Number(i.quantity) * Number(i.unitPrice),
+    0,
+  );
+  const discount = Number(inv.discountAmount ?? 0);
+  const taxPercent = Number(inv.taxPercent ?? 0);
+  const tax = Math.max(0, subtotal - discount) * (taxPercent / 100);
+  const signed = roundMoney(subtotal - discount + tax);
+  return inv.kind === 'credit' ? -signed : signed;
+}
+
+function invoiceRemaining(inv: {
+  kind: string;
+  discountAmount: Prisma.Decimal;
+  taxPercent: Prisma.Decimal;
+  lineItems: Array<{ quantity: Prisma.Decimal; unitPrice: Prisma.Decimal }>;
+  payments: Array<{ amount: Prisma.Decimal }>;
+}): number {
+  const payable = invoicePayable(inv);
+  const paid = inv.payments.reduce((s, p) => s + Number(p.amount), 0);
+  return payable - paid;
+}
+
+function roundMoney(n: number) {
+  return Math.round(n * 100) / 100;
+}

apps/api/src/invoices/invoices.module.ts

@@ -1,10 +1,11 @@
 import { Module } from '@nestjs/common';
 import { AutomationsModule } from '../automations/automations.module';
+import { InventoryModule } from '../inventory/inventory.module';
 import { InvoicesController } from './invoices.controller';
 import { InvoicesService } from './invoices.service';
 
 @Module({
-  imports: [AutomationsModule],
+  imports: [AutomationsModule, InventoryModule],
   controllers: [InvoicesController],
   providers: [InvoicesService],
   exports: [InvoicesService],

apps/api/src/invoices/invoices.service.ts

@@ -17,6 +17,7 @@ import { Prisma } from '@prisma/client';
 import { PrismaService } from '../prisma/prisma.service';
 import { type Actor, ownerWhere } from '../common/record-scope';
 import { AutomationsService } from '../automations/automations.service';
+import { InventoryService } from '../inventory/inventory.service';
 
 type InvoiceActor = Pick<Actor, 'userId' | 'role'>;
 
@@ -41,6 +42,7 @@ export class InvoicesService {
   constructor(
     private readonly prisma: PrismaService,
     private readonly automations: AutomationsService,
+    private readonly inventory: InventoryService,
   ) {}
 
   async list(
@@ -269,6 +271,7 @@ export class InvoicesService {
       include,
     });
     const created = this.toDto(row);
+    await this.inventory.syncInvoiceStock(organizationId, created.id);
     if (created.status !== 'draft' && created.status !== 'canceled') {
       await this.fireIssued(organizationId, created);
     }
@@ -383,6 +386,7 @@ export class InvoicesService {
     }
 
     const row = await this.get(organizationId, id, actor);
+    await this.inventory.syncInvoiceStock(organizationId, row.id);
     const leftDraft =
       existing.status === 'draft' &&
       row.status !== 'draft' &&
@@ -460,6 +464,7 @@ export class InvoicesService {
 
     await this.recomputeStatus(invoiceId);
     const row = await this.get(organizationId, invoiceId, actor);
+    await this.inventory.syncInvoiceStock(organizationId, row.id);
     if (invoice.status === 'draft') {
       await this.fireIssued(organizationId, row);
     }

apps/api/src/products/products.module.ts

@@ -1,10 +1,11 @@
 import { Module } from '@nestjs/common';
 import { AuthModule } from '../auth/auth.module';
+import { InventoryModule } from '../inventory/inventory.module';
 import { ProductsController } from './products.controller';
 import { ProductsService } from './products.service';
 
 @Module({
-  imports: [AuthModule],
+  imports: [AuthModule, InventoryModule],
   controllers: [ProductsController],
   providers: [ProductsService],
   exports: [ProductsService],

apps/api/src/products/products.service.ts

@@ -10,6 +10,7 @@ import type {
 } from '@mento/shared';
 import { Prisma } from '@prisma/client';
 import { PrismaService } from '../prisma/prisma.service';
+import { InventoryService } from '../inventory/inventory.service';
 
 type ProductRow = {
   id: string;
@@ -33,7 +34,10 @@ type ProductRow = {
 
 @Injectable()
 export class ProductsService {
-  constructor(private readonly prisma: PrismaService) {}
+  constructor(
+    private readonly prisma: PrismaService,
+    private readonly inventory: InventoryService,
+  ) {}
 
   async list(
     organizationId: string,
@@ -115,6 +119,12 @@ export class ProductsService {
         isActive: dto.isActive ?? true,
       },
     });
+    await this.inventory.onProductCreated(
+      organizationId,
+      row.id,
+      row.stockQty,
+      row.kind,
+    );
     return this.toDto(row);
   }
 
@@ -154,6 +164,14 @@ export class ProductsService {
     if (dto.isActive !== undefined) data.isActive = dto.isActive;
 
     const row = await this.prisma.product.update({ where: { id }, data });
+    if ('stockQty' in dto) {
+      await this.inventory.onProductStockEdited(
+        organizationId,
+        row.id,
+        row.stockQty,
+        row.kind,
+      );
+    }
     return this.toDto(row);
   }