@classytic/ledger 0.2.0 → 0.3.0

package/dist/{idempotency.plugin-v9NQ_ta-.mjs → date-lock.plugin-eYAJ9h_u.mjs}

@@ -80,8 +80,8 @@ function doubleEntryPlugin(options = {}) {
 					...existing
 				}, context);
 			};
-			repo.on("before:create", (payload) => validate(payload));
-			repo.on("before:update", (payload) => validateUpdate(payload));
+			repo.on("before:create", validate);
+			repo.on("before:update", validateUpdate);
 		}
 	};
 }
@@ -132,8 +132,8 @@ function fiscalLockPlugin(options) {
 					throw Errors.fiscal(`Cannot post entry dated ${entryDate.toISOString().split("T")[0]}: fiscal period "${period.name}" is closed.`);
 				}
 			};
-			repo.on("before:create", (payload) => checkPeriod(payload, false));
-			repo.on("before:update", (payload) => checkPeriod(payload, true));
+			repo.on("before:create", (ctx) => checkPeriod(ctx, false));
+			repo.on("before:update", (ctx) => checkPeriod(ctx, true));
 		}
 	};
 }
@@ -144,8 +144,7 @@ function idempotencyPlugin(options) {
 	return {
 		name: "accounting:idempotency",
 		apply(repo) {
-			repo.on("before:create", async (raw) => {
-				const context = raw;
+			repo.on("before:create", async (context) => {
 				const data = context.data;
 				if (!data?.idempotencyKey) return;
 				const query = { idempotencyKey: data.idempotencyKey };
@@ -157,6 +156,47 @@ function idempotencyPlugin(options) {
 	};
 }
 //#endregion
-export { fiscalLockPlugin as n, doubleEntryPlugin as r, idempotencyPlugin as t };
-
-//# sourceMappingURL=idempotency.plugin-v9NQ_ta-.mjs.map
+//#region src/plugins/date-lock.plugin.ts
+function dateLockPlugin(options) {
+	const { getLockDate, JournalEntryModel, orgField } = options;
+	return {
+		name: "accounting:date-lock",
+		apply(repo) {
+			const checkLock = async (context, isUpdate) => {
+				const data = context.data;
+				if (!data) return;
+				if (data.state !== "posted") return;
+				const session = context.session ?? null;
+				let entryDate;
+				let persistedDoc = null;
+				if (data.date) entryDate = new Date(data.date);
+				else if (!isUpdate) entryDate = /* @__PURE__ */ new Date();
+				else {
+					if (!context.id) throw new Error("dateLockPlugin: update context is missing \"id\". Cannot validate date lock without document ID.");
+					const selectFields = orgField ? `date ${orgField}` : "date";
+					persistedDoc = await JournalEntryModel.findById(context.id).select(selectFields).session(session).lean();
+					if (persistedDoc?.date) entryDate = new Date(persistedDoc.date);
+				}
+				if (!entryDate) return;
+				let orgValue;
+				if (orgField) {
+					orgValue = data[orgField] ?? context[orgField];
+					if (!orgValue && isUpdate) {
+						if (persistedDoc) orgValue = persistedDoc[orgField];
+						else if (context.id) {
+							const persisted = await JournalEntryModel.findById(context.id).select(orgField).session(session).lean();
+							if (persisted) orgValue = persisted[orgField];
+						}
+					}
+				}
+				const lockDate = await getLockDate(orgValue, session ?? void 0);
+				if (!lockDate) return;
+				if (entryDate < lockDate) throw Errors.fiscal(`Cannot post entry dated ${entryDate.toISOString().split("T")[0]}: date is before lock date ${lockDate.toISOString().split("T")[0]}.`);
+			};
+			repo.on("before:create", (ctx) => checkLock(ctx, false));
+			repo.on("before:update", (ctx) => checkLock(ctx, true));
+		}
+	};
+}
+//#endregion
+export { doubleEntryPlugin as i, idempotencyPlugin as n, fiscalLockPlugin as r, dateLockPlugin as t };

package/dist/{engine-BzBMpWuy.d.mts → engine-Cn-9yerQ.d.mts}

@@ -1,5 +1,5 @@
-import { t as CountryPack } from "./index-ZnSiqHYV.mjs";
-import { t as Logger } from "./logger-UbTdBb1x.mjs";
+import { t as CountryPack } from "./index-CxZqRaOU.mjs";
+import { t as Logger } from "./logger-CbHWZl7v.mjs";
 
 //#region src/types/engine.d.ts
 /** Multi-tenant configuration */
@@ -80,9 +80,14 @@ interface AccountingEngineConfig {
   multiCurrency?: MultiCurrencyConfig;
   /** Fiscal year start month (1-12, default: 1 = January) */
   fiscalYearStartMonth?: number;
-  /** Display code for prior retained earnings on balance sheet (default: '3660') */
-  retainedEarningsCode?: string;
-  /** Display code for current year net income on balance sheet (default: '3680') */
+  /**
+   * The retained earnings account code (e.g. '3600' CA, '3310' BD).
+   * Overrides the country pack value. See CountryPack.retainedEarningsAccountCode.
+   */
+  retainedEarningsAccountCode?: string;
+  /** Display code for the "Previous Years Retained Earnings" line. Overrides country pack. */
+  retainedEarningsDisplayCode?: string;
+  /** Display code for current year net income line. Overrides country pack. */
   currentYearEarningsCode?: string;
   /** Logger instance. Defaults to console-based logger. */
   logger?: Logger;
@@ -94,5 +99,4 @@ interface AccountingEngineConfig {
   strictness?: StrictnessConfig;
 }
 //#endregion
-export { MultiTenantConfig as a, MultiCurrencyConfig as i, AuditConfig as n, SchemaOptions as o, JournalSchemaOptions as r, StrictnessConfig as s, AccountingEngineConfig as t };
-//# sourceMappingURL=engine-BzBMpWuy.d.mts.map
+export { MultiTenantConfig as a, MultiCurrencyConfig as i, AuditConfig as n, SchemaOptions as o, JournalSchemaOptions as r, StrictnessConfig as s, AccountingEngineConfig as t };

package/dist/errors-B7yC-Jfw.mjs

@@ -24,5 +24,3 @@ const Errors = {
 };
 //#endregion
 export { Errors as n, AccountingError as t };
-
-//# sourceMappingURL=errors-B7yC-Jfw.mjs.map

package/dist/exports-I5Xkq-9_.mjs

@@ -248,5 +248,3 @@ const universalFieldMap = {
 };
 //#endregion
 export { exportToCsv as a, getHeaders as c, serializeCsv as d, flattenJournalEntry as i, buildCsv as l, quickbooksFieldMap as n, extractAllRows as o, flattenJournalEntries as r, extractRow as s, universalFieldMap as t, escapeCell as u };
-
-//# sourceMappingURL=exports-I5Xkq-9_.mjs.map