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

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import { eq, and, desc, like, lt, sql, gte, lte, inArray, ne } from 'drizzle-orm';
import { db } from '@/lib/db';
import {
invoices,
invoiceLineItems,
invoiceExpenses,
expenses,
} from '@/lib/db/schema/financial';
import { files } from '@/lib/db/schema/documents';
import { ports } from '@/lib/db/schema/ports';
import { systemSettings } from '@/lib/db/schema/system';
import { buildListQuery } from '@/lib/db/query-builder';
import { createAuditLog } from '@/lib/audit';
import { diffEntity } from '@/lib/entity-diff';
import { withTransaction } from '@/lib/db/utils';
import { NotFoundError, ConflictError } from '@/lib/errors';
import { emitToRoom } from '@/lib/socket/server';
import { logger } from '@/lib/logger';
import { generatePdf } from '@/lib/pdf/generate';
import { invoiceTemplate, buildInvoiceInputs } from '@/lib/pdf/templates/invoice-template';
import { minioClient, buildStoragePath } from '@/lib/minio';
import { getQueue } from '@/lib/queue';
import { env } from '@/lib/env';
import type {
CreateInvoiceInput,
UpdateInvoiceInput,
RecordPaymentInput,
ListInvoicesInput,
} from '@/lib/validators/invoices';
// AuditMeta type expected by service functions
export interface ServiceAuditMeta {
userId: string;
portId: string;
ipAddress: string;
userAgent: string;
}
// ─── Auto-numbering (BR-041) ───────────────────────────────────────────────
async function generateInvoiceNumber(portId: string, tx: typeof db): Promise<string> {
const lockKey = `invoice_${portId}`;
await tx.execute(sql`SELECT pg_advisory_xact_lock(hashtext(${lockKey}))`);
const now = new Date();
const prefix = `INV-${now.getFullYear()}${String(now.getMonth() + 1).padStart(2, '0')}`;
const [existing] = await tx
.select({ invoiceNumber: invoices.invoiceNumber })
.from(invoices)
.where(
and(eq(invoices.portId, portId), like(invoices.invoiceNumber, `${prefix}-%`)),
)
.orderBy(desc(invoices.invoiceNumber))
.limit(1);
let seq = 1;
if (existing) {
const parts = existing.invoiceNumber.split('-');
seq = parseInt(parts[parts.length - 1] ?? '0', 10) + 1;
}
return `${prefix}-${String(seq).padStart(3, '0')}`;
}
// ─── List ─────────────────────────────────────────────────────────────────
export async function listInvoices(portId: string, query: ListInvoicesInput) {
const filters = [];
if (query.status) {
filters.push(eq(invoices.status, query.status));
}
if (query.clientName) {
filters.push(like(invoices.clientName, `%${query.clientName}%`));
}
if (query.dateFrom) {
filters.push(gte(invoices.dueDate, query.dateFrom));
}
if (query.dateTo) {
filters.push(lte(invoices.dueDate, query.dateTo));
}
return buildListQuery({
table: invoices,
portIdColumn: invoices.portId,
portId,
idColumn: invoices.id,
updatedAtColumn: invoices.updatedAt,
filters,
page: query.page,
pageSize: query.limit,
searchColumns: [invoices.clientName, invoices.invoiceNumber],
searchTerm: query.search,
includeArchived: query.includeArchived,
archivedAtColumn: invoices.archivedAt,
sort: query.sort
? {
column: invoices[query.sort as keyof typeof invoices] as any,
direction: query.order,
}
: undefined,
});
}
// ─── Get by ID ────────────────────────────────────────────────────────────
export async function getInvoiceById(id: string, portId: string) {
const invoice = await db.query.invoices.findFirst({
where: and(eq(invoices.id, id), eq(invoices.portId, portId)),
});
if (!invoice) throw new NotFoundError('Invoice');
const lineItems = await db
.select()
.from(invoiceLineItems)
.where(eq(invoiceLineItems.invoiceId, id))
.orderBy(invoiceLineItems.sortOrder);
const linkedExpenses = await db
.select({ expense: expenses })
.from(invoiceExpenses)
.innerJoin(expenses, eq(expenses.id, invoiceExpenses.expenseId))
.where(eq(invoiceExpenses.invoiceId, id));
return {
...invoice,
lineItems,
linkedExpenses: linkedExpenses.map((r) => r.expense),
};
}
// ─── Create (BR-041, BR-042, BR-045) ─────────────────────────────────────
export async function createInvoice(
portId: string,
data: CreateInvoiceInput,
meta: ServiceAuditMeta,
) {
const invoice = await withTransaction(async (tx) => {
const invoiceNumber = await generateInvoiceNumber(portId, tx);
// Calculate subtotal from line items
const lineItemsData = data.lineItems ?? [];
const subtotal = lineItemsData.reduce(
(sum, li) => sum + li.quantity * li.unitPrice,
0,
);
// BR-042: net10 discount — read from systemSettings
let discountPct = 0;
if (data.paymentTerms === 'net10') {
const [setting] = await tx
.select({ value: systemSettings.value })
.from(systemSettings)
.where(
and(
eq(systemSettings.key, 'invoice_net10_discount'),
eq(systemSettings.portId, portId),
),
)
.limit(1);
if (setting) {
discountPct = Number(setting.value) || 2;
} else {
discountPct = 2;
}
}
const discountAmount = (subtotal * discountPct) / 100;
const feeAmount = 0; // No fee by default
const feePct = 0;
const total = subtotal - discountAmount + feeAmount;
// BR-045: Verify expenses aren't already linked to a non-draft invoice
const expenseIds = data.expenseIds ?? [];
if (expenseIds.length > 0) {
const alreadyLinked = await tx
.select({ expenseId: invoiceExpenses.expenseId })
.from(invoiceExpenses)
.innerJoin(invoices, eq(invoices.id, invoiceExpenses.invoiceId))
.where(
and(
inArray(invoiceExpenses.expenseId, expenseIds),
sql`${invoices.status} != 'draft'`,
),
)
.limit(1);
if (alreadyLinked.length > 0) {
throw new ConflictError(
'One or more expenses are already linked to a non-draft invoice',
);
}
}
const [newInvoice] = await tx
.insert(invoices)
.values({
portId,
invoiceNumber,
clientName: data.clientName,
billingEmail: data.billingEmail ?? null,
billingAddress: data.billingAddress ?? null,
dueDate: data.dueDate,
paymentTerms: data.paymentTerms ?? 'net30',
currency: data.currency ?? 'USD',
subtotal: String(subtotal),
discountPct: String(discountPct),
discountAmount: String(discountAmount),
feePct: String(feePct),
feeAmount: String(feeAmount),
total: String(total),
status: 'draft',
paymentStatus: 'unpaid',
notes: data.notes ?? null,
createdBy: meta.userId,
})
.returning();
if (!newInvoice) throw new Error('Insert failed');
// Insert line items
if (lineItemsData.length > 0) {
await tx.insert(invoiceLineItems).values(
lineItemsData.map((li, idx) => ({
invoiceId: newInvoice.id,
description: li.description,
quantity: String(li.quantity),
unitPrice: String(li.unitPrice),
total: String(li.quantity * li.unitPrice),
sortOrder: idx,
})),
);
}
// Link expenses
if (expenseIds.length > 0) {
await tx.insert(invoiceExpenses).values(
expenseIds.map((expenseId) => ({
invoiceId: newInvoice.id,
expenseId,
})),
);
}
return newInvoice;
});
void createAuditLog({
userId: meta.userId,
portId,
action: 'create',
entityType: 'invoice',
entityId: invoice.id,
newValue: invoice as unknown as Record<string, unknown>,
ipAddress: meta.ipAddress,
userAgent: meta.userAgent,
});
emitToRoom(`port:${portId}`, 'invoice:created', {
invoiceId: invoice.id,
invoiceNumber: invoice.invoiceNumber,
total: Number(invoice.total),
clientName: invoice.clientName,
});
return invoice;
}
// ─── Update (draft only) ──────────────────────────────────────────────────
export async function updateInvoice(
id: string,
portId: string,
data: UpdateInvoiceInput,
meta: ServiceAuditMeta,
) {
const existing = await getInvoiceById(id, portId);
if (existing.status !== 'draft') {
throw new ConflictError('Only draft invoices can be updated');
}
const updated = await withTransaction(async (tx) => {
const updateData: Record<string, unknown> = { updatedAt: new Date() };
if (data.clientName !== undefined) updateData.clientName = data.clientName;
if (data.billingEmail !== undefined) updateData.billingEmail = data.billingEmail;
if (data.billingAddress !== undefined) updateData.billingAddress = data.billingAddress;
if (data.dueDate !== undefined) updateData.dueDate = data.dueDate;
if (data.paymentTerms !== undefined) updateData.paymentTerms = data.paymentTerms;
if (data.currency !== undefined) updateData.currency = data.currency;
if (data.notes !== undefined) updateData.notes = data.notes;
// Recalculate totals if line items changed
if (data.lineItems !== undefined) {
const lineItemsData = data.lineItems;
const subtotal = lineItemsData.reduce(
(sum, li) => sum + li.quantity * li.unitPrice,
0,
);
const paymentTerms = data.paymentTerms ?? existing.paymentTerms;
let discountPct = 0;
if (paymentTerms === 'net10') {
const [setting] = await tx
.select({ value: systemSettings.value })
.from(systemSettings)
.where(
and(
eq(systemSettings.key, 'invoice_net10_discount'),
eq(systemSettings.portId, portId),
),
)
.limit(1);
discountPct = setting ? Number(setting.value) || 2 : 2;
}
const discountAmount = (subtotal * discountPct) / 100;
const feeAmount = Number(existing.feeAmount) || 0;
const feePct = Number(existing.feePct) || 0;
const total = subtotal - discountAmount + feeAmount;
updateData.subtotal = String(subtotal);
updateData.discountPct = String(discountPct);
updateData.discountAmount = String(discountAmount);
updateData.feePct = String(feePct);
updateData.feeAmount = String(feeAmount);
updateData.total = String(total);
// Replace line items
await tx.delete(invoiceLineItems).where(eq(invoiceLineItems.invoiceId, id));
if (lineItemsData.length > 0) {
await tx.insert(invoiceLineItems).values(
lineItemsData.map((li, idx) => ({
invoiceId: id,
description: li.description,
quantity: String(li.quantity),
unitPrice: String(li.unitPrice),
total: String(li.quantity * li.unitPrice),
sortOrder: idx,
})),
);
}
}
// Replace expense links if provided
if (data.expenseIds !== undefined) {
// BR-045
if (data.expenseIds.length > 0) {
const alreadyLinked = await tx
.select({ expenseId: invoiceExpenses.expenseId })
.from(invoiceExpenses)
.innerJoin(invoices, eq(invoices.id, invoiceExpenses.invoiceId))
.where(
and(
inArray(invoiceExpenses.expenseId, data.expenseIds),
sql`${invoices.status} != 'draft'`,
ne(invoices.id, id),
),
)
.limit(1);
if (alreadyLinked.length > 0) {
throw new ConflictError(
'One or more expenses are already linked to a non-draft invoice',
);
}
}
await tx.delete(invoiceExpenses).where(eq(invoiceExpenses.invoiceId, id));
if (data.expenseIds.length > 0) {
await tx.insert(invoiceExpenses).values(
data.expenseIds.map((expenseId) => ({ invoiceId: id, expenseId })),
);
}
}
const [result] = await tx
.update(invoices)
.set(updateData as any)
.where(and(eq(invoices.id, id), eq(invoices.portId, portId)))
.returning();
if (!result) throw new NotFoundError('Invoice');
return result;
});
const { diff } = diffEntity(
existing as unknown as Record<string, unknown>,
updated as unknown as Record<string, unknown>,
);
void createAuditLog({
userId: meta.userId,
portId,
action: 'update',
entityType: 'invoice',
entityId: id,
oldValue: existing as unknown as Record<string, unknown>,
newValue: updated as unknown as Record<string, unknown>,
metadata: { diff },
ipAddress: meta.ipAddress,
userAgent: meta.userAgent,
});
emitToRoom(`port:${portId}`, 'invoice:updated', {
invoiceId: id,
changedFields: Object.keys(diff),
});
return updated;
}
// ─── Delete (draft only) ──────────────────────────────────────────────────
export async function deleteInvoice(
id: string,
portId: string,
meta: ServiceAuditMeta,
) {
const existing = await getInvoiceById(id, portId);
if (existing.status !== 'draft') {
throw new ConflictError('Only draft invoices can be deleted');
}
await withTransaction(async (tx) => {
await tx.delete(invoiceExpenses).where(eq(invoiceExpenses.invoiceId, id));
await tx.delete(invoiceLineItems).where(eq(invoiceLineItems.invoiceId, id));
await tx
.delete(invoices)
.where(and(eq(invoices.id, id), eq(invoices.portId, portId)));
});
void createAuditLog({
userId: meta.userId,
portId,
action: 'delete',
entityType: 'invoice',
entityId: id,
oldValue: existing as unknown as Record<string, unknown>,
ipAddress: meta.ipAddress,
userAgent: meta.userAgent,
});
emitToRoom(`port:${portId}`, 'invoice:updated', {
invoiceId: id,
changedFields: ['status'],
});
}
// ─── Generate PDF ─────────────────────────────────────────────────────────
export async function generateInvoicePdf(
id: string,
portId: string,
meta: ServiceAuditMeta,
) {
const invoice = await getInvoiceById(id, portId);
const [port] = await db
.select({ id: ports.id, name: ports.name, slug: ports.slug })
.from(ports)
.where(eq(ports.id, portId))
.limit(1);
const inputs = buildInvoiceInputs(invoice, invoice.lineItems, port);
const pdfBytes = await generatePdf(invoiceTemplate, [inputs]);
const fileId = crypto.randomUUID();
const storagePath = buildStoragePath(port?.slug ?? portId, 'invoices', id, fileId, 'pdf');
await minioClient.putObject(
env.MINIO_BUCKET,
storagePath,
Buffer.from(pdfBytes),
pdfBytes.length,
{ 'Content-Type': 'application/pdf' },
);
const [fileRecord] = await db
.insert(files)
.values({
portId,
filename: `invoice-${invoice.invoiceNumber}.pdf`,
originalName: `invoice-${invoice.invoiceNumber}.pdf`,
mimeType: 'application/pdf',
sizeBytes: String(pdfBytes.length),
storagePath,
storageBucket: env.MINIO_BUCKET,
category: 'invoice',
uploadedBy: meta.userId,
})
.returning();
if (!fileRecord) throw new Error('File record insert failed');
await db
.update(invoices)
.set({ pdfFileId: fileRecord.id, updatedAt: new Date() })
.where(and(eq(invoices.id, id), eq(invoices.portId, portId)));
void createAuditLog({
userId: meta.userId,
portId,
action: 'update',
entityType: 'invoice',
entityId: id,
metadata: { action: 'pdf_generated', fileId: fileRecord.id },
ipAddress: meta.ipAddress,
userAgent: meta.userAgent,
});
return fileRecord;
}
// ─── Send invoice ─────────────────────────────────────────────────────────
export async function sendInvoice(
id: string,
portId: string,
meta: ServiceAuditMeta,
) {
const invoice = await getInvoiceById(id, portId);
// Generate PDF if not exists
let pdfFileId = invoice.pdfFileId;
if (!pdfFileId) {
const fileRecord = await generateInvoicePdf(id, portId, meta);
pdfFileId = fileRecord.id;
}
// Queue email job
await getQueue('email').add('send-invoice', { invoiceId: id, portId });
// Update status to 'sent'
const [updated] = await db
.update(invoices)
.set({ status: 'sent', updatedAt: new Date() })
.where(and(eq(invoices.id, id), eq(invoices.portId, portId)))
.returning();
void createAuditLog({
userId: meta.userId,
portId,
action: 'update',
entityType: 'invoice',
entityId: id,
oldValue: { status: invoice.status },
newValue: { status: 'sent' },
metadata: { action: 'invoice_sent' },
ipAddress: meta.ipAddress,
userAgent: meta.userAgent,
});
emitToRoom(`port:${portId}`, 'invoice:sent', {
invoiceId: id,
invoiceNumber: invoice.invoiceNumber,
recipientEmail: invoice.billingEmail ?? '',
});
return updated;
}
// ─── Record payment ───────────────────────────────────────────────────────
export async function recordPayment(
id: string,
portId: string,
data: RecordPaymentInput,
meta: ServiceAuditMeta,
) {
const existing = await getInvoiceById(id, portId);
const [updated] = await db
.update(invoices)
.set({
paymentStatus: 'paid',
paymentDate: data.paymentDate,
paymentMethod: data.paymentMethod ?? null,
paymentReference: data.paymentReference ?? null,
status: 'paid',
updatedAt: new Date(),
})
.where(and(eq(invoices.id, id), eq(invoices.portId, portId)))
.returning();
if (!updated) throw new NotFoundError('Invoice');
void createAuditLog({
userId: meta.userId,
portId,
action: 'update',
entityType: 'invoice',
entityId: id,
oldValue: { status: existing.status, paymentStatus: existing.paymentStatus },
newValue: { status: 'paid', paymentStatus: 'paid', paymentDate: data.paymentDate },
metadata: { action: 'payment_recorded' },
ipAddress: meta.ipAddress,
userAgent: meta.userAgent,
});
emitToRoom(`port:${portId}`, 'invoice:paid', {
invoiceId: id,
invoiceNumber: existing.invoiceNumber,
amount: Number(existing.total),
});
return updated;
}
// ─── Detect overdue (BR-044) ──────────────────────────────────────────────
export async function detectOverdue(portId: string) {
const today = new Date().toISOString().split('T')[0]!;
const overdueInvoices = await db
.select({ id: invoices.id, invoiceNumber: invoices.invoiceNumber, dueDate: invoices.dueDate })
.from(invoices)
.where(
and(
eq(invoices.portId, portId),
eq(invoices.status, 'sent'),
lt(invoices.dueDate, today),
),
);
if (overdueInvoices.length === 0) return;
for (const inv of overdueInvoices) {
await db
.update(invoices)
.set({ status: 'overdue', updatedAt: new Date() })
.where(eq(invoices.id, inv.id));
const daysPastDue = Math.max(1, Math.ceil(
(Date.now() - new Date(inv.dueDate).getTime()) / (1000 * 60 * 60 * 24),
));
emitToRoom(`port:${portId}`, 'invoice:overdue', {
invoiceId: inv.id,
invoiceNumber: inv.invoiceNumber,
daysPastDue,
});
await getQueue('notifications').add('invoice-overdue-notify', {
invoiceId: inv.id,
portId,
});
logger.info(
{ invoiceId: inv.id, invoiceNumber: inv.invoiceNumber, portId },
'Invoice marked overdue',
);
}
}