Transactions and the bank register become append-only with a void (reversal) action — never edited or hard-deleted. This is the API half of phase 5; the capture/void web UI is the remaining piece. Schema: - Transaction and BankTransaction gain voidedAt + voidedById. A non-null voidedAt reverses the row. Pushed to dev. Correctness (the high-stakes part): - Every aggregate excludes voided rows: billing movements totals, the raw balances SQL, stats (groupBy + the sides/crossLine raw subqueries + first/last), facets (types/sources/years); the statement's running balance freezes on a voided row and its per-currency/per-domain/per-type summaries skip them; customers.detail and property owner-ledger groupBy; and every bank total (totalsFor, stats counts/bounds, facets + summary raw SQL). List views still return voided rows with a `voided` flag so the UI can strike them through. - Bank's legacy zero-amount "void" cheques are unchanged and distinct from app voids (voidedAt). API: - POST /billing + POST /billing/:id/void (ledger:create / ledger:void); POST /bank + POST /bank/:id/void (bank:create / bank:void). Create needs STAFF+, void needs MANAGER+. Double-void -> 400, unknown id -> 404, bad date -> 400. Mutations audited. DTOs added. Verified against dev end-to-end: a -500 MXN charge moved a customer balance 31082.08 -> 30582.08, and voiding it returned it to 31082.08 to the cent; a +1234.56 bank ingreso moved net 899375.77 -> 900610.33 and voiding returned it to 899375.77. VIEWER create/void both 403, double-void 400. API compiles clean. Co-Authored-By: Claude Opus 4.8 <noreply@anthropic.com>
221 lines
7.0 KiB
TypeScript
221 lines
7.0 KiB
TypeScript
import { Injectable, NotFoundException } from "@nestjs/common";
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import { Prisma } from "@jorgecuadros/database";
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import { PrismaService } from "../prisma/prisma.service";
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import { CreateCustomerDto } from "./create-customer.dto";
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import { UpdateCustomerDto } from "./update-customer.dto";
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export interface ListParams {
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query?: string;
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page: number;
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pageSize: number;
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line?: "utility" | "insurance" | "both";
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includeArchived?: boolean;
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}
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/** Parse an optional ISO date string to a Date (or null to clear it). */
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function toDate(v?: string): Date | null | undefined {
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if (v === undefined) return undefined;
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if (v === "" || v === null) return null;
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const d = new Date(v);
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return isNaN(d.getTime()) ? undefined : d;
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}
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@Injectable()
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export class CustomersService {
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constructor(private readonly prisma: PrismaService) {}
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/** Unified customer list with search + business-line filter, paginated. */
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async list({ query, page, pageSize, line, includeArchived }: ListParams) {
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const where: Prisma.CustomerWhereInput = {};
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if (!includeArchived) where.archivedAt = null;
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if (query && query.trim()) {
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const q = query.trim();
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where.OR = [
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{ name: { contains: q } },
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{ email: { contains: q } },
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{ phone: { contains: q } },
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{ mobile: { contains: q } },
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{ city: { contains: q } },
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{ legacyRefs: { some: { legacyId: { contains: q } } } },
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];
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}
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if (line === "utility") where.properties = { some: {} };
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if (line === "insurance") where.policies = { some: {} };
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if (line === "both") {
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where.properties = { some: {} };
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where.policies = { some: {} };
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}
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const [total, rows] = await this.prisma.$transaction([
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this.prisma.customer.count({ where }),
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this.prisma.customer.findMany({
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where,
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skip: (page - 1) * pageSize,
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take: pageSize,
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// Nameless records last: ordering by name alone floats every
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// "(SIN NOMBRE)" to the top, since "(" sorts before every letter.
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orderBy: [{ nameMissing: "asc" }, { name: "asc" }],
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select: {
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id: true,
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name: true,
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nameSource: true,
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city: true,
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state: true,
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email: true,
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phone: true,
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mobile: true,
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status: true,
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archivedAt: true,
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_count: { select: { properties: true, policies: true, transactions: true } },
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},
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}),
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]);
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const items = rows.map((r) => ({
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id: r.id,
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name: r.name,
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nameSource: r.nameSource,
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city: r.city,
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state: r.state,
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email: r.email,
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phone: r.phone,
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mobile: r.mobile,
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status: r.status,
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archived: r.archivedAt != null,
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propertyCount: r._count.properties,
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policyCount: r._count.policies,
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transactionCount: r._count.transactions,
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hasUtilities: r._count.properties > 0,
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hasInsurance: r._count.policies > 0,
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}));
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return { items, total, page, pageSize, pageCount: Math.ceil(total / pageSize) };
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}
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/** Full unified customer view: identity + both business lines + ledger. */
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async detail(id: string) {
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const customer = await this.prisma.customer.findUnique({
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where: { id },
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include: {
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legacyRefs: true,
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properties: {
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include: { services: true, trustAccount: true, documents: true },
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},
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policies: {
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orderBy: { policyFrom: "desc" },
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include: {
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policyType: true,
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insuranceProvider: true,
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installments: { orderBy: { sequence: "asc" } },
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vehicles: true,
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insuredDrivers: true,
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beneficiaries: true,
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claims: true,
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documents: true,
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},
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},
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transactions: {
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orderBy: { transactionDate: "desc" },
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take: 100,
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include: { type: true },
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},
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},
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});
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if (!customer) {
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throw new NotFoundException(`Customer ${id} not found`);
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}
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// Ledger totals per domain + currency (the "one statement across both
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// business lines" payoff), computed in the DB rather than in JS.
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const summary = await this.prisma.transaction.groupBy({
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by: ["domain", "currency"],
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// Exclude voided rows so the per-domain balance matches the statement.
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where: { customerId: id, voidedAt: null },
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_sum: { amount: true },
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_count: { _all: true },
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});
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return {
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...customer,
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transactionSummary: summary.map((s) => ({
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domain: s.domain,
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currency: s.currency,
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total: s._sum.amount,
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count: s._count._all,
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})),
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};
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}
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// --- writes ---------------------------------------------------------------
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private toData(dto: CreateCustomerDto | UpdateCustomerDto) {
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// Whitelisted by the DTO already; map the date strings to Date objects.
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const { identificationExpiration, customerSince, ...rest } = dto;
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return {
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...rest,
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...(identificationExpiration !== undefined && {
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identificationExpiration: toDate(identificationExpiration),
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}),
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...(customerSince !== undefined && { customerSince: toDate(customerSince) }),
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};
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}
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async create(dto: CreateCustomerDto) {
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return this.prisma.customer.create({
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// App-created rows: nameMissing false (name is required), no legacy
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// provenance — those columns stay null, marking a native record.
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data: { ...this.toData(dto), name: dto.name, nameMissing: false },
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});
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}
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async update(id: string, dto: UpdateCustomerDto) {
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await this.ensureExists(id);
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return this.prisma.customer.update({ where: { id }, data: this.toData(dto) });
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}
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/** Soft-delete: hide from default lists, keep the row + provenance. */
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async archive(id: string) {
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await this.ensureExists(id);
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return this.prisma.customer.update({
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where: { id },
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data: { archivedAt: new Date() },
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});
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}
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async restore(id: string) {
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await this.ensureExists(id);
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return this.prisma.customer.update({
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where: { id },
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data: { archivedAt: null },
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});
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}
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private async ensureExists(id: string) {
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const found = await this.prisma.customer.findUnique({
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where: { id },
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select: { id: true },
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});
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if (!found) throw new NotFoundException(`Customer ${id} not found`);
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}
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/** Top-line counts for a dashboard header. */
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async stats() {
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const [customers, withUtilities, withInsurance, policies, properties, transactions] =
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await this.prisma.$transaction([
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this.prisma.customer.count(),
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this.prisma.customer.count({ where: { properties: { some: {} } } }),
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this.prisma.customer.count({ where: { policies: { some: {} } } }),
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this.prisma.policy.count(),
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this.prisma.property.count(),
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this.prisma.transaction.count(),
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]);
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const bothLines = await this.prisma.customer.count({
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where: { properties: { some: {} }, policies: { some: {} } },
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});
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return { customers, withUtilities, withInsurance, bothLines, policies, properties, transactions };
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}
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}
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