@primocaredentgroup/compensi-medici-core 0.1.0

package/convex/documents/invoiceGeneration.ts

@@ -0,0 +1,611 @@
+import { v } from "convex/values";
+import { mutation, query, internalMutation } from "../_generated/server";
+import {
+  aggregateForInvoices,
+  calculateFiscalAmounts,
+  createTaxProfileSnapshot,
+  determineCompanyGrouping,
+  determineOutsideCompanyType,
+  generateDraftInvoices,
+  resolveUserTaxProfile,
+  applyCompanyMapping,
+  calculateVatRate,
+  type ResolvedTaxProfile,
+  type ResolvedUserTaxAssignment,
+  type TaxProfileResolution,
+  type CommissionForInvoice,
+  type CompanyMapping,
+  type AggregatedInvoiceGroup,
+} from "./invoiceEngine";
+
+// ── Guard ────────────────────────────────────────────────
+
+async function assertRunWritable(
+  ctx: { db: { get: (id: any) => Promise<any> } },
+  runId: any,
+): Promise<{ period: string }> {
+  const run = await ctx.db.get(runId);
+  if (!run) throw new Error("Run non trovato");
+  if (run.status === "closed") {
+    throw new Error("Impossibile generare bozze fattura su un run chiuso");
+  }
+  if (run.status === "approved") {
+    throw new Error(
+      "Impossibile generare bozze fattura su un run approvato. " +
+        "Riportarlo in draft prima di rigenerare.",
+    );
+  }
+  return { period: run.period };
+}
+
+// ── Clear ────────────────────────────────────────────────
+
+export const clearAutoGeneratedInvoices = mutation({
+  args: {
+    runId: v.id("compensationRuns"),
+    userId: v.string(),
+  },
+  handler: async (ctx, args) => {
+    await assertRunWritable(ctx, args.runId);
+
+    const invoices = await ctx.db
+      .query("draftInvoices")
+      .withIndex("by_run", (q) => q.eq("runId", args.runId))
+      .collect();
+
+    let deletedCount = 0;
+    for (const inv of invoices) {
+      if (inv.isAutoGenerated) {
+        await ctx.db.delete(inv._id);
+        deletedCount++;
+      }
+    }
+
+    if (deletedCount > 0) {
+      await ctx.db.insert("auditLogs", {
+        entityType: "compensationRuns",
+        entityId: args.runId,
+        action: "draft_invoices_cleared",
+        userId: args.userId,
+        payload: { deletedCount },
+        createdAt: Date.now(),
+      });
+    }
+
+    return { deletedCount };
+  },
+});
+
+// ── Helpers per caricare dati ────────────────────────────
+
+async function loadTaxProfileData(ctx: any, userIds: string[], period: string) {
+  const allAssignments: ResolvedUserTaxAssignment[] = [];
+  for (const uid of userIds) {
+    const assignments = await ctx.db
+      .query("userTaxProfiles")
+      .withIndex("by_user", (q: any) => q.eq("userId", uid))
+      .collect();
+    for (const a of assignments) {
+      allAssignments.push({
+        _id: a._id,
+        userId: a.userId,
+        taxProfileId: a.taxProfileId,
+        effectiveFrom: a.effectiveFrom,
+        effectiveTo: a.effectiveTo,
+      });
+    }
+  }
+
+  const taxProfileIds = [...new Set(allAssignments.map((a) => a.taxProfileId))];
+  const profilesMap = new Map<string, ResolvedTaxProfile>();
+  for (const tpId of taxProfileIds) {
+    const profile = await ctx.db.get(tpId);
+    if (profile) {
+      profilesMap.set(tpId, {
+        _id: profile._id,
+        code: profile.code,
+        name: profile.name,
+        vatRatePercent: profile.vatRatePercent,
+        withholdingRatePercent: profile.withholdingRatePercent,
+        withholdingOnPercent: profile.withholdingOnPercent ?? 100,
+        contributionRatePercent: profile.contributionRatePercent,
+        contributionWithholding: profile.contributionWithholding ?? false,
+        contributionText: profile.contributionText,
+        stampDutyEnabled: profile.stampDutyEnabled ?? true,
+        stampDutyAmount: profile.stampDutyAmount,
+        stampDutyThreshold: profile.stampDutyThreshold ?? 77.47,
+        is104: profile.is104 ?? false,
+        isBolloCompreso: profile.isBolloCompreso ?? false,
+        footerText: profile.footerText,
+        additionalRules: profile.additionalRules as Record<string, unknown> | undefined,
+      });
+    }
+  }
+
+  const profileByUser = new Map<string, ResolvedTaxProfile>();
+  for (const uid of userIds) {
+    const resolution = resolveUserTaxProfile(allAssignments, profilesMap, uid, period);
+    if (resolution.status === "found") {
+      profileByUser.set(uid, resolution.profile);
+    }
+  }
+
+  return { allAssignments, profilesMap, profileByUser };
+}
+
+async function loadCompanyMappings(ctx: any): Promise<CompanyMapping[]> {
+  const mappings = await ctx.db
+    .query("companyMappings")
+    .collect();
+
+  return mappings
+    .filter((m: any) => m.isActive)
+    .map((m: any) => ({
+      fromCompanyId: m.fromCompanyId,
+      toCompanyId: m.toCompanyId,
+      category: m.category,
+    }));
+}
+
+async function loadGlobalSetting(ctx: any, key: string, defaultValue: number): Promise<number> {
+  const setting = await ctx.db
+    .query("globalSettings")
+    .withIndex("by_key", (q: any) => q.eq("key", key))
+    .first();
+  if (!setting) return defaultValue;
+  const parsed = parseFloat(setting.value);
+  return isNaN(parsed) ? defaultValue : parsed;
+}
+
+// ── Refresh (idempotente) ────────────────────────────────
+
+export const refreshDraftInvoices = mutation({
+  args: {
+    runId: v.id("compensationRuns"),
+    userId: v.string(),
+  },
+  handler: async (ctx, args) => {
+    const { period } = await assertRunWritable(ctx, args.runId);
+    const now = Date.now();
+
+    const existingInvoices = await ctx.db
+      .query("draftInvoices")
+      .withIndex("by_run", (q) => q.eq("runId", args.runId))
+      .collect();
+
+    let clearedCount = 0;
+    for (const inv of existingInvoices) {
+      if (inv.isAutoGenerated) {
+        await ctx.db.delete(inv._id);
+        clearedCount++;
+      }
+    }
+
+    const allEntries = await ctx.db
+      .query("ledgerEntries")
+      .withIndex("by_run", (q) => q.eq("runId", args.runId))
+      .collect();
+
+    const commissionEntries = allEntries.filter(
+      (e) => !e.isManual && (e.type === "commission" || e.type === "fixed"),
+    );
+
+    if (commissionEntries.length === 0) {
+      await ctx.db.insert("auditLogs", {
+        entityType: "compensationRuns",
+        entityId: args.runId,
+        action: "draft_invoices_refreshed",
+        userId: args.userId,
+        payload: { clearedCount, generatedCount: 0, commissionEntries: 0 },
+        createdAt: now,
+      });
+      return { clearedCount, generatedCount: 0, commissionEntries: 0, taxProfileIssues: [], invoices: [] };
+    }
+
+    const userIds = [...new Set(commissionEntries.map((e) => e.userId))];
+    const { allAssignments, profilesMap, profileByUser } = await loadTaxProfileData(ctx, userIds, period);
+    const companyMappings = await loadCompanyMappings(ctx);
+    const stampDutyThreshold = await loadGlobalSetting(ctx, "default_stamp_duty_value", 77.47);
+    const stampDutyCost = await loadGlobalSetting(ctx, "default_stamp_duty_cost", 2.00);
+
+    const commissionsForInvoice: CommissionForInvoice[] = commissionEntries.map((e) => {
+      const meta = (e.metadata ?? {}) as Record<string, any>;
+      const profile = profileByUser.get(e.userId);
+      return {
+        id: e._id,
+        userId: e.userId,
+        clinicId: e.clinicId,
+        companyId: e.companyId ?? meta.companyId ?? "",
+        period: e.period,
+        calculated: e.amount,
+        netPrice: meta.netPrice ?? 0,
+        scope: e.scope ?? meta.scope ?? "completed_rows",
+        fixedCommissionTypeId: e.fixedCommissionTypeId ?? meta.fixedCommissionTypeId,
+        carePlanTypeId: meta.carePlanTypeId,
+        carePlanRowId: meta.carePlanRowId ?? e.sourceId,
+        invoiceVat: meta.invoiceVat,
+        taxProfileName: profile?.name ?? "",
+        isInvoiceable: meta.isInvoiceable !== false,
+      };
+    });
+
+    const groups = aggregateForInvoices(commissionsForInvoice, companyMappings, profilesMap, profileByUser);
+
+    const existingGroupedKeys = new Set<string>();
+    const draftInvoices = generateDraftInvoices(groups, existingGroupedKeys, stampDutyThreshold, stampDutyCost);
+
+    const taxProfileIssues: Array<{ userId: string; clinicId: string; issue: string }> = [];
+    const generatedInvoices: Array<{ invoiceId: string; userId: string; clinicId: string; total: number; netToPay: number }> = [];
+
+    for (const draft of draftInvoices) {
+      const resolution = resolveUserTaxProfile(allAssignments, profilesMap, draft.userId, period);
+      if (resolution.status !== "found") {
+        taxProfileIssues.push({
+          userId: draft.userId,
+          clinicId: draft.clinicId,
+          issue: resolutionToMessage(resolution),
+        });
+        continue;
+      }
+
+      const invoiceId = await ctx.db.insert("draftInvoices", {
+        runId: args.runId as any,
+        userId: draft.userId,
+        clinicId: draft.clinicId,
+        companyId: draft.companyId,
+        period,
+        status: "draft",
+        isAutoGenerated: true,
+        outsideCompanyType: draft.outsideCompanyType,
+        isCompanyGrouped: draft.isCompanyGrouped,
+        taxProfileId: resolution.profile._id,
+        taxProfileSnapshot: draft.taxProfileSnapshot,
+        lineItemCount: draft.lineItemCount,
+        netPrice: draft.fiscal.netPrice,
+        subtotal: draft.fiscal.subtotal,
+        vatRate: draft.fiscal.vatRate,
+        vatAmount: draft.fiscal.vatAmount,
+        withholdingRate: draft.fiscal.withholdingRate,
+        withholdingOnRate: draft.fiscal.withholdingOnRate,
+        withholdingAmount: draft.fiscal.withholdingAmount,
+        contributionRate: resolution.profile.contributionRatePercent,
+        contributionAmount: draft.fiscal.contributionAmount,
+        stampDutyAmount: draft.fiscal.stampDutyAmount,
+        total: draft.fiscal.total,
+        netToPay: draft.fiscal.netToPay,
+        commissionIds: draft.commissionIds,
+        cprIds: draft.cprIds,
+        createdBy: args.userId,
+        createdAt: now,
+        updatedAt: now,
+      });
+
+      generatedInvoices.push({
+        invoiceId,
+        userId: draft.userId,
+        clinicId: draft.clinicId,
+        total: draft.fiscal.total,
+        netToPay: draft.fiscal.netToPay,
+      });
+    }
+
+    await ctx.db.insert("auditLogs", {
+      entityType: "compensationRuns",
+      entityId: args.runId,
+      action: "draft_invoices_refreshed",
+      userId: args.userId,
+      payload: {
+        clearedCount,
+        commissionEntries: commissionEntries.length,
+        generatedCount: generatedInvoices.length,
+        taxProfileIssues: taxProfileIssues.length,
+        totalNetToPay: generatedInvoices.reduce((s, inv) => s + inv.netToPay, 0),
+      },
+      createdAt: now,
+    });
+
+    return {
+      clearedCount,
+      commissionEntries: commissionEntries.length,
+      generatedCount: generatedInvoices.length,
+      taxProfileIssues,
+      invoices: generatedInvoices,
+    };
+  },
+});
+
+export const _refreshDraftInvoicesInternal = internalMutation({
+  args: {
+    runId: v.id("compensationRuns"),
+    userId: v.string(),
+  },
+  handler: async (ctx, args) => {
+    const { period } = await assertRunWritable(ctx, args.runId);
+    const now = Date.now();
+
+    const existingInvoices = await ctx.db
+      .query("draftInvoices")
+      .withIndex("by_run", (q) => q.eq("runId", args.runId))
+      .collect();
+
+    let clearedCount = 0;
+    for (const inv of existingInvoices) {
+      if (inv.isAutoGenerated) {
+        await ctx.db.delete(inv._id);
+        clearedCount++;
+      }
+    }
+
+    const allEntries = await ctx.db
+      .query("ledgerEntries")
+      .withIndex("by_run", (q) => q.eq("runId", args.runId))
+      .collect();
+
+    const commissionEntries = allEntries.filter(
+      (e) => !e.isManual && (e.type === "commission" || e.type === "fixed"),
+    );
+
+    if (commissionEntries.length === 0) {
+      return { clearedCount, generatedCount: 0, taxProfileIssues: [] };
+    }
+
+    const userIds = [...new Set(commissionEntries.map((e) => e.userId))];
+    const { allAssignments, profilesMap, profileByUser } = await loadTaxProfileData(ctx, userIds, period);
+    const companyMappings = await loadCompanyMappings(ctx);
+    const stampDutyThreshold = await loadGlobalSetting(ctx, "default_stamp_duty_value", 77.47);
+    const stampDutyCost = await loadGlobalSetting(ctx, "default_stamp_duty_cost", 2.00);
+
+    const commissionsForInvoice: CommissionForInvoice[] = commissionEntries.map((e) => {
+      const meta = (e.metadata ?? {}) as Record<string, any>;
+      const profile = profileByUser.get(e.userId);
+      return {
+        id: e._id,
+        userId: e.userId,
+        clinicId: e.clinicId,
+        companyId: e.companyId ?? meta.companyId ?? "",
+        period: e.period,
+        calculated: e.amount,
+        netPrice: meta.netPrice ?? 0,
+        scope: e.scope ?? meta.scope ?? "completed_rows",
+        fixedCommissionTypeId: e.fixedCommissionTypeId ?? meta.fixedCommissionTypeId,
+        carePlanTypeId: meta.carePlanTypeId,
+        carePlanRowId: meta.carePlanRowId ?? e.sourceId,
+        invoiceVat: meta.invoiceVat,
+        taxProfileName: profile?.name ?? "",
+        isInvoiceable: meta.isInvoiceable !== false,
+      };
+    });
+
+    const groups = aggregateForInvoices(commissionsForInvoice, companyMappings, profilesMap, profileByUser);
+    const existingGroupedKeys = new Set<string>();
+    const draftInvoices = generateDraftInvoices(groups, existingGroupedKeys, stampDutyThreshold, stampDutyCost);
+
+    const taxProfileIssues: Array<{ userId: string; clinicId: string; issue: string }> = [];
+    let generatedCount = 0;
+
+    for (const draft of draftInvoices) {
+      const resolution = resolveUserTaxProfile(allAssignments, profilesMap, draft.userId, period);
+      if (resolution.status !== "found") {
+        taxProfileIssues.push({
+          userId: draft.userId,
+          clinicId: draft.clinicId,
+          issue: resolutionToMessage(resolution),
+        });
+        continue;
+      }
+
+      await ctx.db.insert("draftInvoices", {
+        runId: args.runId,
+        userId: draft.userId,
+        clinicId: draft.clinicId,
+        companyId: draft.companyId,
+        period,
+        status: "draft",
+        isAutoGenerated: true,
+        outsideCompanyType: draft.outsideCompanyType,
+        isCompanyGrouped: draft.isCompanyGrouped,
+        taxProfileId: resolution.profile._id,
+        taxProfileSnapshot: draft.taxProfileSnapshot,
+        lineItemCount: draft.lineItemCount,
+        netPrice: draft.fiscal.netPrice,
+        subtotal: draft.fiscal.subtotal,
+        vatRate: draft.fiscal.vatRate,
+        vatAmount: draft.fiscal.vatAmount,
+        withholdingRate: draft.fiscal.withholdingRate,
+        withholdingOnRate: draft.fiscal.withholdingOnRate,
+        withholdingAmount: draft.fiscal.withholdingAmount,
+        contributionRate: resolution.profile.contributionRatePercent,
+        contributionAmount: draft.fiscal.contributionAmount,
+        stampDutyAmount: draft.fiscal.stampDutyAmount,
+        total: draft.fiscal.total,
+        netToPay: draft.fiscal.netToPay,
+        commissionIds: draft.commissionIds,
+        cprIds: draft.cprIds,
+        createdBy: args.userId,
+        createdAt: now,
+        updatedAt: now,
+      });
+      generatedCount++;
+    }
+
+    await ctx.db.insert("auditLogs", {
+      entityType: "compensationRuns",
+      entityId: args.runId,
+      action: "draft_invoices_refreshed",
+      userId: args.userId,
+      payload: { clearedCount, generatedCount, taxProfileIssues: taxProfileIssues.length },
+      createdAt: now,
+    });
+
+    return { clearedCount, generatedCount, taxProfileIssues };
+  },
+});
+
+// ── Query ────────────────────────────────────────────────
+
+export const getTotalNetToPay = query({
+  args: { runId: v.id("compensationRuns") },
+  handler: async (ctx, args) => {
+    const invoices = await ctx.db
+      .query("draftInvoices")
+      .withIndex("by_run", (q) => q.eq("runId", args.runId))
+      .collect();
+
+    let totalNetToPay = 0;
+    let totalSubtotal = 0;
+    let totalVat = 0;
+    let totalWithholding = 0;
+
+    for (const inv of invoices) {
+      totalNetToPay += inv.netToPay;
+      totalSubtotal += inv.subtotal;
+      totalVat += inv.vatAmount;
+      totalWithholding += inv.withholdingAmount;
+    }
+
+    return {
+      runId: args.runId,
+      invoiceCount: invoices.length,
+      totalSubtotal: Math.round(totalSubtotal * 100) / 100,
+      totalVat: Math.round(totalVat * 100) / 100,
+      totalWithholding: Math.round(totalWithholding * 100) / 100,
+      totalNetToPay: Math.round(totalNetToPay * 100) / 100,
+    };
+  },
+});
+
+export const getInvoiceSummaryByUser = query({
+  args: {
+    runId: v.id("compensationRuns"),
+    userId: v.string(),
+  },
+  handler: async (ctx, args) => {
+    const invoices = await ctx.db
+      .query("draftInvoices")
+      .withIndex("by_run_user", (q) =>
+        q.eq("runId", args.runId).eq("userId", args.userId),
+      )
+      .collect();
+
+    return {
+      runId: args.runId,
+      userId: args.userId,
+      invoices,
+      totalNetToPay: invoices.reduce((s, inv) => s + inv.netToPay, 0),
+      totalSubtotal: invoices.reduce((s, inv) => s + inv.subtotal, 0),
+    };
+  },
+});
+
+export const listUsersWithoutTaxProfile = query({
+  args: { runId: v.id("compensationRuns") },
+  handler: async (ctx, args) => {
+    const run = await ctx.db.get(args.runId);
+    if (!run) throw new Error("Run non trovato");
+
+    const allEntries = await ctx.db
+      .query("ledgerEntries")
+      .withIndex("by_run", (q) => q.eq("runId", args.runId))
+      .collect();
+
+    const commissionEntries = allEntries.filter(
+      (e) => !e.isManual && (e.type === "commission" || e.type === "fixed"),
+    );
+
+    const userIds = [...new Set(commissionEntries.map((e) => e.userId))];
+    const usersWithoutProfile: Array<{ userId: string; commissionTotal: number; issue: string }> = [];
+
+    for (const uid of userIds) {
+      const assignments = await ctx.db
+        .query("userTaxProfiles")
+        .withIndex("by_user", (q) => q.eq("userId", uid))
+        .collect();
+
+      const resolvedAssignments: ResolvedUserTaxAssignment[] = assignments.map((a) => ({
+        _id: a._id,
+        userId: a.userId,
+        taxProfileId: a.taxProfileId,
+        effectiveFrom: a.effectiveFrom,
+        effectiveTo: a.effectiveTo,
+      }));
+
+      const profilesMap = new Map<string, ResolvedTaxProfile>();
+      for (const a of assignments) {
+        const profile = await ctx.db.get(a.taxProfileId);
+        if (profile) {
+          profilesMap.set(a.taxProfileId, {
+            _id: profile._id,
+            code: profile.code,
+            name: profile.name,
+            vatRatePercent: profile.vatRatePercent,
+            withholdingRatePercent: profile.withholdingRatePercent,
+            withholdingOnPercent: profile.withholdingOnPercent ?? 100,
+            contributionRatePercent: profile.contributionRatePercent,
+            contributionWithholding: profile.contributionWithholding ?? false,
+            stampDutyEnabled: profile.stampDutyEnabled ?? true,
+            stampDutyAmount: profile.stampDutyAmount,
+            stampDutyThreshold: profile.stampDutyThreshold ?? 77.47,
+            is104: profile.is104 ?? false,
+            isBolloCompreso: profile.isBolloCompreso ?? false,
+          });
+        }
+      }
+
+      const resolution = resolveUserTaxProfile(resolvedAssignments, profilesMap, uid, run.period);
+      if (resolution.status !== "found") {
+        const userComms = commissionEntries.filter((e) => e.userId === uid);
+        usersWithoutProfile.push({
+          userId: uid,
+          commissionTotal: userComms.reduce((s, e) => s + e.amount, 0),
+          issue: resolutionToMessage(resolution),
+        });
+      }
+    }
+
+    return { runId: args.runId, period: run.period, usersWithoutProfile, totalAffected: usersWithoutProfile.length };
+  },
+});
+
+export const listFiscalAnomalies = query({
+  args: { runId: v.id("compensationRuns") },
+  handler: async (ctx, args) => {
+    const invoices = await ctx.db
+      .query("draftInvoices")
+      .withIndex("by_run", (q) => q.eq("runId", args.runId))
+      .collect();
+
+    const anomalies: Array<{
+      invoiceId: string;
+      userId: string;
+      clinicId: string;
+      anomalyType: string;
+      details: Record<string, unknown>;
+    }> = [];
+
+    for (const inv of invoices) {
+      if (inv.subtotal <= 0) {
+        anomalies.push({ invoiceId: inv._id, userId: inv.userId, clinicId: inv.clinicId, anomalyType: "non_positive_subtotal", details: { subtotal: inv.subtotal } });
+      }
+      if (inv.netToPay < 0) {
+        anomalies.push({ invoiceId: inv._id, userId: inv.userId, clinicId: inv.clinicId, anomalyType: "negative_net_to_pay", details: { netToPay: inv.netToPay, total: inv.total } });
+      }
+      if (!inv.taxProfileId) {
+        anomalies.push({ invoiceId: inv._id, userId: inv.userId, clinicId: inv.clinicId, anomalyType: "missing_tax_profile", details: {} });
+      }
+    }
+
+    return { runId: args.runId, anomalies, totalAnomalies: anomalies.length, totalInvoices: invoices.length };
+  },
+});
+
+// ── Helpers ──────────────────────────────────────────────
+
+function resolutionToMessage(resolution: TaxProfileResolution): string {
+  switch (resolution.status) {
+    case "no_assignment": return `Nessun profilo fiscale assegnato per userId=${resolution.userId}`;
+    case "multiple_assignments": return `Profili fiscali multipli (${resolution.count}) per userId=${resolution.userId}`;
+    case "profile_not_found": return `Profilo fiscale ${resolution.taxProfileId} non trovato per userId=${resolution.userId}`;
+    case "profile_inactive": return `Profilo fiscale "${resolution.profileCode}" non attivo per userId=${resolution.userId}`;
+    default: return "Profilo fiscale trovato";
+  }
+}