@classytic/revenue 2.3.0 → 2.4.0

package/dist/{settlement.repository-CdM3myTI.mjs → settlement.repository-DtLSBDIk.mjs}

@@ -1,4 +1,4 @@
-import { _ as TRANSACTION_STATUS, a as TRANSACTION_KIND, s as initialStatusFor } from "./bank-feed.enums-CU38W8dv.mjs";
+import { _ as TRANSACTION_STATUS, a as TRANSACTION_KIND, s as initialStatusFor } from "./bank-feed.enums-ByS3mjX0.mjs";
 import { n as createEvent, t as REVENUE_EVENTS } from "./event-constants-DM_-A57b.mjs";
 import { g as SETTLEMENT_STATUS, r as SUBSCRIPTION_STATUS, w as HOLD_STATUS } from "./subscription.enums-95othr0i.mjs";
 import { _ as WrongTransactionKindError, g as ValidationError, h as TransactionNotFoundError, m as SubscriptionNotFoundError, n as BankFeedImportError, o as MethodKindLockedError, p as SettlementNotFoundError } from "./errors-Bt5NRVMq.mjs";
@@ -979,6 +979,69 @@ var TransactionRepository = class extends RevenueRepositoryBase {
 		return claimed;
 	}
 	/**
+	* Reconcile a bank-feed / manual row that settled a linked document
+	* (invoice/bill) WITHOUT posting a journal entry. The document's payment
+	* already owns the cash JE (`Dr Bank / Cr AR`), so the bank line only needs
+	* its status moved to `settled` — calling `match()` here would fire
+	* `LedgerBridge.onTransactionMatched` and double-count the cash. This is the
+	* package's intended path when the JE lives elsewhere (the reachable sibling
+	* of the born-`reconciled_external` import).
+	*
+	* `imported → settled` (bank_feed) / `pending → settled` (manual). Idempotent:
+	* a row already `settled` is returned unchanged, so a best-effort caller can
+	* safely re-run. The optional `metadata` is shallow-merged onto the document's
+	* `metadata` (dotted `$set`, so sibling keys survive) — hosts stamp the link
+	* back to the settling document there. No JE bridge call, no domain event:
+	* settlement is host-initiated and the host owns the reconcile audit trail.
+	*/
+	async settle(id, data = {}, ctx = {}) {
+		const existing = await this.getById(id, this.optsFromCtx(ctx));
+		if (!existing) throw new TransactionNotFoundError(id);
+		if (existing.kind !== TRANSACTION_KIND.BANK_FEED && existing.kind !== TRANSACTION_KIND.MANUAL) throw new WrongTransactionKindError(id, "bank_feed | manual", existing.kind);
+		if (existing.status === TRANSACTION_STATUS.SETTLED) return existing;
+		smFor(existing.kind).validate(existing.status, TRANSACTION_STATUS.SETTLED, id);
+		const set = {
+			verifiedAt: /* @__PURE__ */ new Date(),
+			...data.settledBy !== void 0 ? { verifiedBy: data.settledBy } : {}
+		};
+		if (data.metadata) for (const [k, v] of Object.entries(data.metadata)) set[`metadata.${k}`] = v;
+		const claimed = await this.claim(existing._id, {
+			from: [TRANSACTION_STATUS.IMPORTED, TRANSACTION_STATUS.PENDING],
+			to: TRANSACTION_STATUS.SETTLED,
+			where: { kind: existing.kind }
+		}, { $set: set }, this.optsFromCtx(ctx));
+		if (!claimed) throw new ValidationError(`Transaction ${id} could not be settled (race-loss or illegal state)`);
+		return claimed;
+	}
+	/**
+	* Reverse a `settle()` — the linked document's payment was undone, so the
+	* bank line returns to its birth status to re-enter the reconcile queue.
+	* `settled → imported` (bank_feed) / `settled → pending` (manual). Clears
+	* `verifiedAt`/`verifiedBy` plus any metadata keys named in `clearMetadata`
+	* (the host-stamped link back to the now-reversed document). Idempotent: a
+	* row not currently `settled` is returned unchanged.
+	*/
+	async unsettle(id, data = {}, ctx = {}) {
+		const existing = await this.getById(id, this.optsFromCtx(ctx));
+		if (!existing) throw new TransactionNotFoundError(id);
+		if (existing.kind !== TRANSACTION_KIND.BANK_FEED && existing.kind !== TRANSACTION_KIND.MANUAL) throw new WrongTransactionKindError(id, "bank_feed | manual", existing.kind);
+		if (existing.status !== TRANSACTION_STATUS.SETTLED) return existing;
+		const target = existing.kind === TRANSACTION_KIND.MANUAL ? TRANSACTION_STATUS.PENDING : TRANSACTION_STATUS.IMPORTED;
+		smFor(existing.kind).validate(TRANSACTION_STATUS.SETTLED, target, id);
+		const unset = {
+			verifiedBy: 1,
+			verifiedAt: 1
+		};
+		for (const k of data.clearMetadata ?? []) unset[`metadata.${k}`] = 1;
+		const claimed = await this.claim(existing._id, {
+			from: TRANSACTION_STATUS.SETTLED,
+			to: target,
+			where: { kind: existing.kind }
+		}, { $unset: unset }, this.optsFromCtx(ctx));
+		if (!claimed) throw new ValidationError(`Transaction ${id} could not be un-settled (current state is not 'settled')`);
+		return claimed;
+	}
+	/**
 	* Stamp the journal entry reference and transition `matched →
 	* journalized`. Typical caller is the `LedgerBridge.onTransactionMatched`
 	* implementation — after creating a JE, it calls this verb so the row

package/dist/validators/index.d.mts

@@ -1,4 +1,4 @@
-import { A as transactionBaseSchema, C as subscriptionBaseSchema, D as TransactionCreateInput, E as subscriptionUpdateSchema, M as transactionListFilterSchema, N as transactionUpdateSchema, O as TransactionListFilter, S as SubscriptionUpdateInput, T as subscriptionListFilterSchema, _ as settlementCreateSchema, a as escrowReleaseSchema, b as SubscriptionCreateInput, c as PaymentVerifyInput, d as paymentVerifySchema, f as refundSchema, g as settlementBaseSchema, h as SettlementUpdateInput, i as escrowHoldSchema, j as transactionCreateSchema, k as TransactionUpdateInput, l as RefundInput, m as SettlementListFilter, n as EscrowReleaseInput, o as splitRuleSchema, p as SettlementCreateInput, r as SplitRuleInput, s as PaymentIntentInput, t as EscrowHoldInput, u as paymentIntentSchema, v as settlementListFilterSchema, w as subscriptionCreateSchema, x as SubscriptionListFilter, y as settlementUpdateSchema } from "../escrow.schema-C_UeLtsC.mjs";
+import { A as transactionBaseSchema, C as subscriptionBaseSchema, D as TransactionCreateInput, E as subscriptionUpdateSchema, M as transactionListFilterSchema, N as transactionUpdateSchema, O as TransactionListFilter, S as SubscriptionUpdateInput, T as subscriptionListFilterSchema, _ as settlementCreateSchema, a as escrowReleaseSchema, b as SubscriptionCreateInput, c as PaymentVerifyInput, d as paymentVerifySchema, f as refundSchema, g as settlementBaseSchema, h as SettlementUpdateInput, i as escrowHoldSchema, j as transactionCreateSchema, k as TransactionUpdateInput, l as RefundInput, m as SettlementListFilter, n as EscrowReleaseInput, o as splitRuleSchema, p as SettlementCreateInput, r as SplitRuleInput, s as PaymentIntentInput, t as EscrowHoldInput, u as paymentIntentSchema, v as settlementListFilterSchema, w as subscriptionCreateSchema, x as SubscriptionListFilter, y as settlementUpdateSchema } from "../escrow.schema-Cklvlywy.mjs";
 import { z } from "zod";
 
 //#region src/validators/bank-feed.schema.d.ts

package/dist/validators/index.mjs

@@ -1,4 +1,4 @@
-import { n as BANK_FEED_SOURCE_VALUES, o as TRANSACTION_KIND_VALUES } from "../bank-feed.enums-CU38W8dv.mjs";
+import { n as BANK_FEED_SOURCE_VALUES, o as TRANSACTION_KIND_VALUES } from "../bank-feed.enums-ByS3mjX0.mjs";
 import { _ as transactionListFilterSchema, a as paymentVerifySchema, c as settlementCreateSchema, d as subscriptionBaseSchema, f as subscriptionCreateSchema, g as transactionCreateSchema, h as transactionBaseSchema, i as paymentIntentSchema, l as settlementListFilterSchema, m as subscriptionUpdateSchema, n as escrowReleaseSchema, o as refundSchema, p as subscriptionListFilterSchema, r as splitRuleSchema, s as settlementBaseSchema, t as escrowHoldSchema, u as settlementUpdateSchema, v as transactionUpdateSchema } from "../escrow.schema-BcKdzrJ7.mjs";
 import { z } from "zod";
 

package/package.json

@@ -1,6 +1,6 @@
 {
   "name": "@classytic/revenue",
-  "version": "2.3.0",
+  "version": "2.4.0",
   "description": "Payment lifecycle engine — transactions, subscriptions, escrow, settlements, commissions. MongoKit-powered, Arc-compatible, framework-agnostic.",
   "type": "module",
   "sideEffects": false,