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pn-new-crm/src/lib/services/expenses.ts

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import { eq, and, gte, lte, sql } from 'drizzle-orm';
import { db } from '@/lib/db';
import { expenses, invoices, invoiceExpenses } from '@/lib/db/schema/financial';
import { buildListQuery } from '@/lib/db/query-builder';
import { createAuditLog } from '@/lib/audit';
import { diffEntity } from '@/lib/entity-diff';
import { softDelete, restore } from '@/lib/db/utils';
import { NotFoundError, ConflictError } from '@/lib/errors';
import { emitToRoom } from '@/lib/socket/server';
import { convert } from '@/lib/services/currency';
import { logger } from '@/lib/logger';
import type { CreateExpenseInput, UpdateExpenseInput, ListExpensesInput } from '@/lib/validators/expenses';
export type { ListExpensesInput };
// AuditMeta type expected by service functions
export interface ServiceAuditMeta {
userId: string;
portId: string;
ipAddress: string;
userAgent: string;
}
export async function listExpenses(portId: string, query: ListExpensesInput) {
const filters = [];
if (query.category) {
filters.push(eq(expenses.category, query.category));
}
if (query.paymentStatus) {
filters.push(eq(expenses.paymentStatus, query.paymentStatus));
}
if (query.currency) {
filters.push(eq(expenses.currency, query.currency));
}
if (query.payer) {
filters.push(eq(expenses.payer, query.payer));
}
if (query.dateFrom) {
filters.push(gte(expenses.expenseDate, new Date(query.dateFrom)));
}
if (query.dateTo) {
filters.push(lte(expenses.expenseDate, new Date(query.dateTo)));
}
return buildListQuery({
table: expenses,
portIdColumn: expenses.portId,
portId,
idColumn: expenses.id,
updatedAtColumn: expenses.updatedAt,
filters,
page: query.page,
pageSize: query.limit,
searchColumns: [expenses.establishmentName, expenses.description],
searchTerm: query.search,
includeArchived: query.includeArchived,
archivedAtColumn: expenses.archivedAt,
sort: query.sort
? { column: expenses[query.sort as keyof typeof expenses] as any, direction: query.order }
: undefined,
});
}
export async function getExpenseById(id: string, portId: string) {
const expense = await db.query.expenses.findFirst({
where: and(eq(expenses.id, id), eq(expenses.portId, portId)),
});
if (!expense) throw new NotFoundError('Expense');
return expense;
}
export async function createExpense(
portId: string,
data: CreateExpenseInput,
meta: ServiceAuditMeta,
) {
let amountUsd: string | null = null;
let exchangeRate: string | null = null;
if (data.currency !== 'USD') {
const conversion = await convert(data.amount, data.currency, 'USD');
if (conversion) {
amountUsd = String(conversion.result);
exchangeRate = String(conversion.rate);
} else {
// BR-040: if rate unavailable, save without conversion + log warning
logger.warn({ currency: data.currency }, 'Currency rate unavailable, saving expense without USD conversion');
}
} else {
amountUsd = String(data.amount);
exchangeRate = '1';
}
const [expense] = await db
.insert(expenses)
.values({
portId,
establishmentName: data.establishmentName,
amount: String(data.amount),
currency: data.currency,
amountUsd,
exchangeRate,
paymentMethod: data.paymentMethod,
category: data.category,
payer: data.payer,
expenseDate: data.expenseDate,
description: data.description,
receiptFileIds: data.receiptFileIds ?? [],
paymentStatus: data.paymentStatus,
paymentDate: data.paymentDate ?? null,
paymentReference: data.paymentReference ?? null,
paymentNotes: data.paymentNotes ?? null,
createdBy: meta.userId,
})
.returning();
if (!expense) throw new Error('Insert failed');
void createAuditLog({
userId: meta.userId,
portId,
action: 'create',
entityType: 'expense',
entityId: expense.id,
newValue: expense as unknown as Record<string, unknown>,
ipAddress: meta.ipAddress,
userAgent: meta.userAgent,
});
emitToRoom(`port:${portId}`, 'expense:created', {
expenseId: expense.id,
amount: Number(expense.amount),
currency: expense.currency,
category: expense.category ?? '',
});
return expense;
}
export async function updateExpense(
id: string,
portId: string,
data: UpdateExpenseInput,
meta: ServiceAuditMeta,
) {
const existing = await getExpenseById(id, portId);
const updateData: Record<string, unknown> = { ...data, updatedAt: new Date() };
// Re-convert to USD if amount or currency changed
const newAmount = data.amount ?? Number(existing.amount);
const newCurrency = data.currency ?? existing.currency;
if (data.amount !== undefined || data.currency !== undefined) {
if (newCurrency !== 'USD') {
const conversion = await convert(newAmount, newCurrency, 'USD');
if (conversion) {
updateData.amountUsd = String(conversion.result);
updateData.exchangeRate = String(conversion.rate);
} else {
logger.warn({ currency: newCurrency }, 'Currency rate unavailable during update, clearing USD conversion');
updateData.amountUsd = null;
updateData.exchangeRate = null;
}
} else {
updateData.amountUsd = String(newAmount);
updateData.exchangeRate = '1';
}
}
if (data.amount !== undefined) updateData.amount = String(data.amount);
const { diff } = diffEntity(existing as unknown as Record<string, unknown>, updateData);
const [updated] = await db
.update(expenses)
.set(updateData as any)
.where(and(eq(expenses.id, id), eq(expenses.portId, portId)))
.returning();
if (!updated) throw new NotFoundError('Expense');
void createAuditLog({
userId: meta.userId,
portId,
action: 'update',
entityType: 'expense',
entityId: id,
oldValue: existing as unknown as Record<string, unknown>,
newValue: updated as unknown as Record<string, unknown>,
metadata: { diff },
ipAddress: meta.ipAddress,
userAgent: meta.userAgent,
});
emitToRoom(`port:${portId}`, 'expense:updated', {
expenseId: id,
changedFields: Object.keys(diff),
});
return updated;
}
export async function archiveExpense(
id: string,
portId: string,
meta: ServiceAuditMeta,
) {
const existing = await getExpenseById(id, portId);
// BR-045: Check if linked to non-draft invoice
const linkedInvoice = await db
.select({ invoiceId: invoiceExpenses.invoiceId })
.from(invoiceExpenses)
.innerJoin(invoices, eq(invoices.id, invoiceExpenses.invoiceId))
.where(
and(
eq(invoiceExpenses.expenseId, id),
sql`${invoices.status} != 'draft'`,
),
)
.limit(1);
if (linkedInvoice.length > 0) {
throw new ConflictError('Cannot archive expense linked to a non-draft invoice');
}
await softDelete(expenses, expenses.id, id);
void createAuditLog({
userId: meta.userId,
portId,
action: 'archive',
entityType: 'expense',
entityId: id,
oldValue: existing as unknown as Record<string, unknown>,
ipAddress: meta.ipAddress,
userAgent: meta.userAgent,
});
emitToRoom(`port:${portId}`, 'expense:archived', { expenseId: id });
}
export async function restoreExpense(
id: string,
portId: string,
meta: ServiceAuditMeta,
) {
await getExpenseById(id, portId);
await restore(expenses, expenses.id, id);
const restored = await getExpenseById(id, portId);
void createAuditLog({
userId: meta.userId,
portId,
action: 'restore',
entityType: 'expense',
entityId: id,
newValue: restored as unknown as Record<string, unknown>,
ipAddress: meta.ipAddress,
userAgent: meta.userAgent,
});
emitToRoom(`port:${portId}`, 'expense:updated', {
expenseId: id,
changedFields: ['archivedAt'],
});
return restored;
}
export async function addReceiptFiles(
id: string,
portId: string,
fileIds: string[],
meta: ServiceAuditMeta,
) {
await getExpenseById(id, portId);
const [updated] = await db
.update(expenses)
.set({
receiptFileIds: sql`array_cat(receipt_file_ids, ${fileIds}::text[])`,
updatedAt: new Date(),
} as any)
.where(and(eq(expenses.id, id), eq(expenses.portId, portId)))
.returning();
if (!updated) throw new NotFoundError('Expense');
void createAuditLog({
userId: meta.userId,
portId,
action: 'update',
entityType: 'expense',
entityId: id,
metadata: { addedFileIds: fileIds },
ipAddress: meta.ipAddress,
userAgent: meta.userAgent,
});
return updated;
}