@hed-hog/finance 0.0.365 → 0.0.370

package/dist/finance.service.js

@@ -3606,6 +3606,7 @@ let FinanceService = FinanceService_1 = class FinanceService {
         return title;
     }
     async createTitle(data, titleType, locale, userId) {
+        var _a, _b;
         const rule = data.recurrence_rule;
         if (rule && !rule.end_date && !rule.max_occurrences) {
             throw new common_1.BadRequestException((0, api_locale_1.getLocaleText)('recurrenceEndOrCountRequired', locale, 'Provide end_date or max_occurrences for recurring titles'));
@@ -3614,12 +3615,42 @@ let FinanceService = FinanceService_1 = class FinanceService {
             throw new common_1.BadRequestException((0, api_locale_1.getLocaleText)('recurringCannotBePaid', locale, 'Recurring titles cannot be created as already paid'));
         }
         const isRecurring = Boolean(rule);
-        const installments = isRecurring
-            ? this.buildRecurrenceInstallments(data.due_date, rule.frequency, this.toCents(data.total_amount), rule.end_date, rule.max_occurrences)
-            : this.normalizeAndValidateInstallments(data, locale);
-        const hasPaidInstallments = installments.some((installment) => installment.paid);
+        // Recurring titles are NOT installment titles: each occurrence becomes an
+        // independent title (with a single installment), all linked by a shared
+        // recurrence_group_id. Installment titles remain a single title with many
+        // installments.
+        let titleSpecs;
+        if (isRecurring) {
+            const occurrences = this.buildRecurrenceInstallments(data.due_date, rule.frequency, this.toCents(data.total_amount), rule.end_date, rule.max_occurrences);
+            const recurrenceGroupId = (0, node_crypto_1.randomUUID)();
+            const baseDocument = ((_a = data.document_number) === null || _a === void 0 ? void 0 : _a.trim()) || null;
+            const documentMode = rule.document_number_mode || 'same';
+            titleSpecs = occurrences.map((occurrence, index) => ({
+                documentNumber: this.resolveRecurrenceDocumentNumber(baseDocument, documentMode, index + 1, occurrences.length),
+                recurrenceGroupId,
+                totalAmountCents: occurrence.amount_cents,
+                installments: [
+                    {
+                        installment_number: 1,
+                        due_date: occurrence.due_date,
+                        amount_cents: occurrence.amount_cents,
+                    },
+                ],
+            }));
+        }
+        else {
+            titleSpecs = [
+                {
+                    documentNumber: ((_b = data.document_number) === null || _b === void 0 ? void 0 : _b.trim()) || null,
+                    recurrenceGroupId: null,
+                    totalAmountCents: this.toCents(data.total_amount),
+                    installments: this.normalizeAndValidateInstallments(data, locale),
+                },
+            ];
+        }
+        const hasPaidInstallments = titleSpecs.some((spec) => spec.installments.some((installment) => installment.paid));
         const createResult = await this.prisma.$transaction(async (tx) => {
-            var _a, _b, _c, _d;
+            var _a, _b, _c;
             const person = await tx.person.findUnique({
                 where: { id: data.person_id },
                 select: { id: true },
@@ -3674,122 +3705,124 @@ let FinanceService = FinanceService_1 = class FinanceService {
             }
             await this.assertDateNotInClosedPeriod(tx, data.competence_date
                 ? this.parseLocalDate(data.competence_date)
-                : this.parseLocalDate(installments[0].due_date), 'create title');
-            const totalAmountCents = isRecurring
-                ? this.toCents(data.total_amount) * installments.length
-                : this.toCents(data.total_amount);
-            const title = await tx.financial_title.create({
-                data: {
-                    person_id: data.person_id,
-                    title_type: titleType,
-                    status: 'draft',
-                    document_number: ((_a = data.document_number) === null || _a === void 0 ? void 0 : _a.trim()) || null,
-                    description: data.description,
-                    competence_date: data.competence_date
-                        ? this.parseLocalDate(data.competence_date)
-                        : null,
-                    issue_date: data.issue_date ? this.parseLocalDate(data.issue_date) : null,
-                    total_amount_cents: totalAmountCents,
-                    is_recurring: isRecurring,
-                    recurrence_frequency: (_b = rule === null || rule === void 0 ? void 0 : rule.frequency) !== null && _b !== void 0 ? _b : null,
-                    recurrence_end_date: (rule === null || rule === void 0 ? void 0 : rule.end_date) ? this.parseLocalDate(rule.end_date) : null,
-                    finance_category_id: data.finance_category_id,
-                    created_by_user_id: userId,
-                },
-            });
-            if (attachmentFileIds.length > 0) {
-                await tx.financial_title_attachment.createMany({
-                    data: attachmentFileIds.map((fileId) => ({
-                        title_id: title.id,
-                        file_id: fileId,
-                        uploaded_by_user_id: userId,
-                    })),
-                });
-            }
+                : this.parseLocalDate(titleSpecs[0].installments[0].due_date), 'create title');
+            const createdTitleIds = [];
             const appliedSettlements = [];
-            for (let index = 0; index < installments.length; index++) {
-                const installment = installments[index];
-                const amountCents = installment.amount_cents;
-                const createdInstallment = await tx.financial_installment.create({
+            for (const spec of titleSpecs) {
+                const title = await tx.financial_title.create({
                     data: {
-                        title_id: title.id,
-                        installment_number: installment.installment_number,
+                        person_id: data.person_id,
+                        title_type: titleType,
+                        status: 'draft',
+                        document_number: spec.documentNumber,
+                        description: data.description,
                         competence_date: data.competence_date
                             ? this.parseLocalDate(data.competence_date)
-                            : this.parseLocalDate(installment.due_date),
-                        due_date: this.parseLocalDate(installment.due_date),
-                        amount_cents: amountCents,
-                        open_amount_cents: amountCents,
-                        status: this.resolveInstallmentStatus(amountCents, amountCents, this.parseLocalDate(installment.due_date)),
-                        notes: data.description,
+                            : null,
+                        issue_date: data.issue_date ? this.parseLocalDate(data.issue_date) : null,
+                        total_amount_cents: spec.totalAmountCents,
+                        is_recurring: isRecurring,
+                        recurrence_frequency: (_a = rule === null || rule === void 0 ? void 0 : rule.frequency) !== null && _a !== void 0 ? _a : null,
+                        recurrence_end_date: (rule === null || rule === void 0 ? void 0 : rule.end_date) ? this.parseLocalDate(rule.end_date) : null,
+                        recurrence_group_id: spec.recurrenceGroupId,
+                        finance_category_id: data.finance_category_id,
+                        created_by_user_id: userId,
                     },
                 });
-                if (data.cost_center_id) {
-                    await tx.installment_allocation.create({
-                        data: {
-                            installment_id: createdInstallment.id,
-                            cost_center_id: data.cost_center_id,
-                            allocated_amount_cents: amountCents,
-                        },
+                createdTitleIds.push(title.id);
+                if (attachmentFileIds.length > 0) {
+                    await tx.financial_title_attachment.createMany({
+                        data: attachmentFileIds.map((fileId) => ({
+                            title_id: title.id,
+                            file_id: fileId,
+                            uploaded_by_user_id: userId,
+                        })),
                     });
                 }
-                if (installment.paid) {
-                    const appliedSettlement = await this.applyInstallmentSettlement(tx, {
-                        title: { id: title.id, person_id: data.person_id },
-                        titleType,
-                        installmentId: createdInstallment.id,
-                        amountCents: (_c = installment.paid_amount_cents) !== null && _c !== void 0 ? _c : amountCents,
-                        settledAt: this.parseLocalDate(installment.paid_at || installment.due_date),
-                        bankAccountId: (_d = data.bank_account_id) !== null && _d !== void 0 ? _d : null,
-                        paymentChannel: data.payment_channel,
-                        discountCents: installment.discount_cents,
-                        interestCents: installment.interest_cents,
-                        penaltyCents: installment.penalty_cents,
-                        userId,
+                for (const installment of spec.installments) {
+                    const amountCents = installment.amount_cents;
+                    const createdInstallment = await tx.financial_installment.create({
+                        data: {
+                            title_id: title.id,
+                            installment_number: installment.installment_number,
+                            competence_date: data.competence_date
+                                ? this.parseLocalDate(data.competence_date)
+                                : this.parseLocalDate(installment.due_date),
+                            due_date: this.parseLocalDate(installment.due_date),
+                            amount_cents: amountCents,
+                            open_amount_cents: amountCents,
+                            status: this.resolveInstallmentStatus(amountCents, amountCents, this.parseLocalDate(installment.due_date)),
+                            notes: data.description,
+                        },
                     });
-                    appliedSettlements.push(appliedSettlement);
+                    if (data.cost_center_id) {
+                        await tx.installment_allocation.create({
+                            data: {
+                                installment_id: createdInstallment.id,
+                                cost_center_id: data.cost_center_id,
+                                allocated_amount_cents: amountCents,
+                            },
+                        });
+                    }
+                    if (installment.paid) {
+                        const appliedSettlement = await this.applyInstallmentSettlement(tx, {
+                            title: { id: title.id, person_id: data.person_id },
+                            titleType,
+                            installmentId: createdInstallment.id,
+                            amountCents: (_b = installment.paid_amount_cents) !== null && _b !== void 0 ? _b : amountCents,
+                            settledAt: this.parseLocalDate(installment.paid_at || installment.due_date),
+                            bankAccountId: (_c = data.bank_account_id) !== null && _c !== void 0 ? _c : null,
+                            paymentChannel: data.payment_channel,
+                            discountCents: installment.discount_cents,
+                            interestCents: installment.interest_cents,
+                            penaltyCents: installment.penalty_cents,
+                            userId,
+                        });
+                        appliedSettlements.push(Object.assign(Object.assign({}, appliedSettlement), { titleId: title.id }));
+                    }
                 }
-            }
-            const finalStatus = appliedSettlements.length > 0
-                ? await this.recalculateTitleStatus(tx, title.id)
-                : 'draft';
-            await this.createAuditLog(tx, {
-                action: 'CREATE_TITLE',
-                entityTable: 'financial_title',
-                entityId: String(title.id),
-                actorUserId: userId,
-                summary: `Created ${titleType} title ${title.id} in ${finalStatus}`,
-                afterData: JSON.stringify({
-                    status: finalStatus,
-                    total_amount_cents: this.toCents(data.total_amount),
-                }),
-            });
-            for (const appliedSettlement of appliedSettlements) {
+                const titleSettlements = appliedSettlements.filter((s) => s.titleId === title.id);
+                const finalStatus = titleSettlements.length > 0
+                    ? await this.recalculateTitleStatus(tx, title.id)
+                    : 'draft';
                 await this.createAuditLog(tx, {
-                    action: 'SETTLE_INSTALLMENT',
+                    action: 'CREATE_TITLE',
                     entityTable: 'financial_title',
                     entityId: String(title.id),
                     actorUserId: userId,
-                    summary: `Settled installment ${appliedSettlement.installmentId} of title ${title.id}`,
-                    beforeData: JSON.stringify({
-                        title_status: 'draft',
-                        installment_open_amount_cents: appliedSettlement.openAmountCentsBefore,
-                    }),
+                    summary: `Created ${titleType} title ${title.id} in ${finalStatus}`,
                     afterData: JSON.stringify({
-                        title_status: finalStatus,
-                        installment_open_amount_cents: appliedSettlement.openAmountCentsAfter,
-                        settlement_id: appliedSettlement.settlementId,
-                        bank_reconciliation_id: null,
+                        status: finalStatus,
+                        total_amount_cents: spec.totalAmountCents,
                     }),
                 });
+                for (const appliedSettlement of titleSettlements) {
+                    await this.createAuditLog(tx, {
+                        action: 'SETTLE_INSTALLMENT',
+                        entityTable: 'financial_title',
+                        entityId: String(title.id),
+                        actorUserId: userId,
+                        summary: `Settled installment ${appliedSettlement.installmentId} of title ${title.id}`,
+                        beforeData: JSON.stringify({
+                            title_status: 'draft',
+                            installment_open_amount_cents: appliedSettlement.openAmountCentsBefore,
+                        }),
+                        afterData: JSON.stringify({
+                            title_status: finalStatus,
+                            installment_open_amount_cents: appliedSettlement.openAmountCentsAfter,
+                            settlement_id: appliedSettlement.settlementId,
+                            bank_reconciliation_id: null,
+                        }),
+                    });
+                }
             }
             return {
-                titleId: title.id,
-                settlementIds: appliedSettlements.map((appliedSettlement) => appliedSettlement.settlementId),
+                titleIds: createdTitleIds,
+                settlementIds: appliedSettlements.map((s) => s.settlementId),
             };
         });
-        const createdTitle = await this.getTitleById(createResult.titleId, titleType, locale);
-        this.financeRealtime.publish({ domain: 'installment', type: 'created', entityId: createResult.titleId });
+        const createdTitle = await this.getTitleById(createResult.titleIds[0], titleType, locale);
+        this.financeRealtime.publish({ domain: 'installment', type: 'created', entityId: createResult.titleIds[0] });
         for (const settlementId of createResult.settlementIds) {
             this.financeRealtime.publish({ domain: 'settlement', type: 'settled', entityId: settlementId });
         }
@@ -3801,8 +3834,16 @@ let FinanceService = FinanceService_1 = class FinanceService {
             throw new common_1.BadRequestException((0, api_locale_1.getLocaleText)('recurrenceEndOrCountRequired', locale, 'Provide end_date or max_occurrences for recurring titles'));
         }
         const isRecurring = Boolean(rule);
+        // When editing a recurring title we only update this single occurrence
+        // (one installment). Re-building the full series is out of scope for edits.
         const installments = isRecurring
-            ? this.buildRecurrenceInstallments(data.due_date, rule.frequency, this.toCents(data.total_amount), rule.end_date, rule.max_occurrences)
+            ? [
+                {
+                    installment_number: 1,
+                    due_date: data.due_date,
+                    amount_cents: this.toCents(data.total_amount),
+                },
+            ]
             : this.normalizeAndValidateInstallments(data, locale);
         const updatedTitle = await this.prisma.$transaction(async (tx) => {
             var _a, _b;
@@ -3887,9 +3928,7 @@ let FinanceService = FinanceService_1 = class FinanceService {
                     throw new common_1.BadRequestException('Cannot edit title with settled installments');
                 }
             }
-            const totalAmountCents = isRecurring
-                ? this.toCents(data.total_amount) * installments.length
-                : this.toCents(data.total_amount);
+            const totalAmountCents = this.toCents(data.total_amount);
             await tx.financial_title.update({
                 where: { id: title.id },
                 data: {
@@ -3904,7 +3943,8 @@ let FinanceService = FinanceService_1 = class FinanceService {
                     is_recurring: isRecurring,
                     recurrence_frequency: (_b = rule === null || rule === void 0 ? void 0 : rule.frequency) !== null && _b !== void 0 ? _b : null,
                     recurrence_end_date: (rule === null || rule === void 0 ? void 0 : rule.end_date) ? this.parseLocalDate(rule.end_date) : null,
-                    finance_category_id: data.finance_category_id,
+                    // Preserve recurrence_group_id — editing a single occurrence must not
+                    // break the link to the rest of the series.
                 },
             });
             if (installmentIds.length > 0) {
@@ -4038,6 +4078,13 @@ let FinanceService = FinanceService_1 = class FinanceService {
         }
         return installments;
     }
+    resolveRecurrenceDocumentNumber(base, mode, index, total) {
+        if (mode === 'none')
+            return null;
+        if (mode === 'sequence')
+            return base ? `${base} ${index}/${total}` : `${index}/${total}`;
+        return base; // 'same'
+    }
     normalizeAndValidateInstallments(data, locale) {
         const fallbackDueDate = data.due_date;
         const totalAmountCents = this.toCents(data.total_amount);
@@ -5054,7 +5101,7 @@ let FinanceService = FinanceService_1 = class FinanceService {
         });
     }
     mapTitleToFront(title, paymentChannelOverride) {
-        var _a, _b, _c, _d, _e;
+        var _a, _b, _c, _d, _e, _f;
         const allocations = title.financial_installment.flatMap((installment) => installment.installment_allocation);
         const firstCostCenter = (_a = allocations[0]) === null || _a === void 0 ? void 0 : _a.cost_center_id;
         const tags = [
@@ -5116,14 +5163,14 @@ let FinanceService = FinanceService_1 = class FinanceService {
                 paymentChannelOverride ||
                 'transferencia', isRecurring: (_b = title.is_recurring) !== null && _b !== void 0 ? _b : false, recurrenceFrequency: (_c = title.recurrence_frequency) !== null && _c !== void 0 ? _c : null, recurrenceEndDate: title.recurrence_end_date
                 ? title.recurrence_end_date.toISOString().slice(0, 10)
-                : null }, (title.title_type === 'payable'
+                : null, recurrenceGroupId: (_d = title.recurrence_group_id) !== null && _d !== void 0 ? _d : null }, (title.title_type === 'payable'
             ? {
                 fornecedorId: String(title.person_id),
-                fornecedor: ((_d = title.person) === null || _d === void 0 ? void 0 : _d.name) || '',
+                fornecedor: ((_e = title.person) === null || _e === void 0 ? void 0 : _e.name) || '',
             }
             : {
                 clienteId: String(title.person_id),
-                cliente: ((_e = title.person) === null || _e === void 0 ? void 0 : _e.name) || '',
+                cliente: ((_f = title.person) === null || _f === void 0 ? void 0 : _f.name) || '',
             }));
     }
     defaultTitleInclude() {