@tailor-platform/erp-kit 0.6.0 → 0.7.0
This diff represents the content of publicly available package versions that have been released to one of the supported registries. The information contained in this diff is provided for informational purposes only and reflects changes between package versions as they appear in their respective public registries.
- package/CHANGELOG.md +14 -0
- package/README.md +10 -10
- package/dist/cli.mjs +407 -69
- package/package.json +1 -1
- package/skills/erp-kit-app-1-requirements/SKILL.md +33 -17
- package/skills/erp-kit-app-2-requirements-review/SKILL.md +12 -0
- package/skills/erp-kit-app-3-plan/SKILL.md +18 -4
- package/skills/erp-kit-app-3-plan/references/resolver-extraction.md +1 -1
- package/skills/erp-kit-app-3-plan/references/screen-extraction.md +1 -1
- package/skills/erp-kit-app-4-plan-review/SKILL.md +12 -0
- package/skills/erp-kit-app-5-impl-backend/SKILL.md +12 -0
- package/skills/erp-kit-app-6-impl-frontend/SKILL.md +12 -0
- package/skills/erp-kit-app-7-impl-review/SKILL.md +13 -1
- package/skills/erp-kit-app-shared/references/progress-protocol.md +77 -0
- package/skills/erp-kit-mock-scenario/SKILL.md +1 -1
- package/skills/erp-kit-module-1-requirements/SKILL.md +1 -1
- package/skills/erp-kit-module-3-plan/SKILL.md +3 -3
- package/skills/erp-kit-module-3-update-plan/SKILL.md +3 -3
- package/skills/erp-kit-module-5-impl/SKILL.md +1 -1
- package/src/commands/app/index.ts +2 -0
- package/src/commands/app/progress/git-context.ts +16 -0
- package/src/commands/app/progress/index.ts +45 -0
- package/src/commands/app/progress/log.ts +49 -0
- package/src/commands/app/progress/progress.test.ts +128 -0
- package/src/commands/app/progress/schema-cmd.ts +10 -0
- package/src/commands/check.test.ts +4 -4
- package/src/commands/lib/discovery.test.ts +5 -7
- package/src/commands/lib/discovery.ts +8 -8
- package/src/commands/lib/sync-check-source.test.ts +1 -1
- package/src/commands/lib/sync-check-source.ts +6 -1
- package/src/commands/lib/sync-check-tests.test.ts +43 -0
- package/src/commands/lib/sync-check-tests.ts +20 -2
- package/src/commands/sync-check.ts +3 -0
- package/src/generator/generate-app-code.test.ts +0 -6
- package/src/generator/generate-app-code.ts +3 -13
- package/src/generator/generate-code.test.ts +10 -40
- package/src/generator/generate-code.ts +6 -12
- package/src/generator/stub-templates.test.ts +0 -7
- package/src/generator/stub-templates.ts +0 -14
- package/src/modules/finance-ledger/README.md +50 -0
- package/src/modules/finance-ledger/command/.gitkeep +0 -0
- package/src/modules/finance-ledger/command/addJournalLine.generated.ts +6 -0
- package/src/modules/finance-ledger/command/addJournalLine.test.ts +438 -0
- package/src/modules/finance-ledger/command/addJournalLine.ts +122 -0
- package/src/modules/finance-ledger/command/approveAndLockPeriod.generated.ts +6 -0
- package/src/modules/finance-ledger/command/approveAndLockPeriod.test.ts +107 -0
- package/src/modules/finance-ledger/command/approveAndLockPeriod.ts +72 -0
- package/src/modules/finance-ledger/command/beginClose.generated.ts +6 -0
- package/src/modules/finance-ledger/command/beginClose.test.ts +106 -0
- package/src/modules/finance-ledger/command/beginClose.ts +58 -0
- package/src/modules/finance-ledger/command/closePeriod.generated.ts +6 -0
- package/src/modules/finance-ledger/command/closePeriod.test.ts +87 -0
- package/src/modules/finance-ledger/command/closePeriod.ts +44 -0
- package/src/modules/finance-ledger/command/createAccountingPeriod.generated.ts +6 -0
- package/src/modules/finance-ledger/command/createAccountingPeriod.test.ts +425 -0
- package/src/modules/finance-ledger/command/createAccountingPeriod.ts +133 -0
- package/src/modules/finance-ledger/command/createFiscalYear.generated.ts +6 -0
- package/src/modules/finance-ledger/command/createFiscalYear.test.ts +197 -0
- package/src/modules/finance-ledger/command/createFiscalYear.ts +70 -0
- package/src/modules/finance-ledger/command/createJournalEntry.generated.ts +6 -0
- package/src/modules/finance-ledger/command/createJournalEntry.test.ts +261 -0
- package/src/modules/finance-ledger/command/createJournalEntry.ts +121 -0
- package/src/modules/finance-ledger/command/deleteAccountingPeriod.generated.ts +6 -0
- package/src/modules/finance-ledger/command/deleteAccountingPeriod.test.ts +71 -0
- package/src/modules/finance-ledger/command/deleteAccountingPeriod.ts +55 -0
- package/src/modules/finance-ledger/command/deleteFiscalYear.generated.ts +6 -0
- package/src/modules/finance-ledger/command/deleteFiscalYear.test.ts +38 -0
- package/src/modules/finance-ledger/command/deleteFiscalYear.ts +34 -0
- package/src/modules/finance-ledger/command/deleteJournalEntry.generated.ts +6 -0
- package/src/modules/finance-ledger/command/deleteJournalEntry.test.ts +58 -0
- package/src/modules/finance-ledger/command/deleteJournalEntry.ts +43 -0
- package/src/modules/finance-ledger/command/executeYearEndClose.generated.ts +6 -0
- package/src/modules/finance-ledger/command/executeYearEndClose.test.ts +239 -0
- package/src/modules/finance-ledger/command/executeYearEndClose.ts +415 -0
- package/src/modules/finance-ledger/command/finalCloseAndLockPeriod.generated.ts +6 -0
- package/src/modules/finance-ledger/command/finalCloseAndLockPeriod.test.ts +102 -0
- package/src/modules/finance-ledger/command/finalCloseAndLockPeriod.ts +76 -0
- package/src/modules/finance-ledger/command/finalizeFinancialStatement.generated.ts +6 -0
- package/src/modules/finance-ledger/command/finalizeFinancialStatement.test.ts +73 -0
- package/src/modules/finance-ledger/command/finalizeFinancialStatement.ts +73 -0
- package/src/modules/finance-ledger/command/generateFinancialStatement.generated.ts +6 -0
- package/src/modules/finance-ledger/command/generateFinancialStatement.test.ts +311 -0
- package/src/modules/finance-ledger/command/generateFinancialStatement.ts +275 -0
- package/src/modules/finance-ledger/command/generatePreliminaryStatements.generated.ts +6 -0
- package/src/modules/finance-ledger/command/generatePreliminaryStatements.test.ts +152 -0
- package/src/modules/finance-ledger/command/generatePreliminaryStatements.ts +140 -0
- package/src/modules/finance-ledger/command/generateTrialBalance.generated.ts +6 -0
- package/src/modules/finance-ledger/command/generateTrialBalance.test.ts +439 -0
- package/src/modules/finance-ledger/command/generateTrialBalance.ts +268 -0
- package/src/modules/finance-ledger/command/initiatePeriodClose.generated.ts +6 -0
- package/src/modules/finance-ledger/command/initiatePeriodClose.test.ts +153 -0
- package/src/modules/finance-ledger/command/initiatePeriodClose.ts +84 -0
- package/src/modules/finance-ledger/command/openForAdvanceEntry.generated.ts +6 -0
- package/src/modules/finance-ledger/command/openForAdvanceEntry.test.ts +87 -0
- package/src/modules/finance-ledger/command/openForAdvanceEntry.ts +44 -0
- package/src/modules/finance-ledger/command/openPeriod.generated.ts +6 -0
- package/src/modules/finance-ledger/command/openPeriod.test.ts +90 -0
- package/src/modules/finance-ledger/command/openPeriod.ts +44 -0
- package/src/modules/finance-ledger/command/permanentlyClosePeriod.generated.ts +6 -0
- package/src/modules/finance-ledger/command/permanentlyClosePeriod.test.ts +87 -0
- package/src/modules/finance-ledger/command/permanentlyClosePeriod.ts +48 -0
- package/src/modules/finance-ledger/command/postAdjustingEntries.generated.ts +6 -0
- package/src/modules/finance-ledger/command/postAdjustingEntries.test.ts +392 -0
- package/src/modules/finance-ledger/command/postAdjustingEntries.ts +156 -0
- package/src/modules/finance-ledger/command/postJournalEntry.generated.ts +6 -0
- package/src/modules/finance-ledger/command/postJournalEntry.test.ts +346 -0
- package/src/modules/finance-ledger/command/postJournalEntry.ts +160 -0
- package/src/modules/finance-ledger/command/processInventoryHandoff.generated.ts +6 -0
- package/src/modules/finance-ledger/command/processInventoryHandoff.test.ts +211 -0
- package/src/modules/finance-ledger/command/processInventoryHandoff.ts +133 -0
- package/src/modules/finance-ledger/command/processManufacturingHandoff.generated.ts +6 -0
- package/src/modules/finance-ledger/command/processManufacturingHandoff.test.ts +221 -0
- package/src/modules/finance-ledger/command/processManufacturingHandoff.ts +133 -0
- package/src/modules/finance-ledger/command/processPurchaseHandoff.generated.ts +6 -0
- package/src/modules/finance-ledger/command/processPurchaseHandoff.test.ts +222 -0
- package/src/modules/finance-ledger/command/processPurchaseHandoff.ts +133 -0
- package/src/modules/finance-ledger/command/processSalesHandoff.generated.ts +6 -0
- package/src/modules/finance-ledger/command/processSalesHandoff.test.ts +257 -0
- package/src/modules/finance-ledger/command/processSalesHandoff.ts +135 -0
- package/src/modules/finance-ledger/command/regenerateFinancialStatement.generated.ts +6 -0
- package/src/modules/finance-ledger/command/regenerateFinancialStatement.test.ts +129 -0
- package/src/modules/finance-ledger/command/regenerateFinancialStatement.ts +186 -0
- package/src/modules/finance-ledger/command/removeJournalLine.generated.ts +6 -0
- package/src/modules/finance-ledger/command/removeJournalLine.test.ts +65 -0
- package/src/modules/finance-ledger/command/removeJournalLine.ts +39 -0
- package/src/modules/finance-ledger/command/reopenPeriod.generated.ts +6 -0
- package/src/modules/finance-ledger/command/reopenPeriod.test.ts +87 -0
- package/src/modules/finance-ledger/command/reopenPeriod.ts +44 -0
- package/src/modules/finance-ledger/command/reverseJournalEntry.generated.ts +6 -0
- package/src/modules/finance-ledger/command/reverseJournalEntry.test.ts +337 -0
- package/src/modules/finance-ledger/command/reverseJournalEntry.ts +140 -0
- package/src/modules/finance-ledger/command/revertSoftLock.generated.ts +6 -0
- package/src/modules/finance-ledger/command/revertSoftLock.test.ts +96 -0
- package/src/modules/finance-ledger/command/revertSoftLock.ts +67 -0
- package/src/modules/finance-ledger/command/updateFiscalYear.generated.ts +6 -0
- package/src/modules/finance-ledger/command/updateFiscalYear.test.ts +138 -0
- package/src/modules/finance-ledger/command/updateFiscalYear.ts +85 -0
- package/src/modules/finance-ledger/command/updateJournalEntry.generated.ts +6 -0
- package/src/modules/finance-ledger/command/updateJournalEntry.test.ts +195 -0
- package/src/modules/finance-ledger/command/updateJournalEntry.ts +86 -0
- package/src/modules/finance-ledger/command/updateJournalLine.generated.ts +6 -0
- package/src/modules/finance-ledger/command/updateJournalLine.test.ts +385 -0
- package/src/modules/finance-ledger/command/updateJournalLine.ts +155 -0
- package/src/modules/finance-ledger/command/verifySubledgerTransfers.generated.ts +6 -0
- package/src/modules/finance-ledger/command/verifySubledgerTransfers.test.ts +201 -0
- package/src/modules/finance-ledger/command/verifySubledgerTransfers.ts +113 -0
- package/src/modules/finance-ledger/command/verifyTrialBalance.generated.ts +6 -0
- package/src/modules/finance-ledger/command/verifyTrialBalance.test.ts +136 -0
- package/src/modules/finance-ledger/command/verifyTrialBalance.ts +97 -0
- package/src/modules/finance-ledger/db/.gitkeep +0 -0
- package/src/modules/finance-ledger/db/accountingPeriod.ts +58 -0
- package/src/modules/finance-ledger/db/financialStatement.ts +92 -0
- package/src/modules/finance-ledger/db/financialStatementLineItem.ts +76 -0
- package/src/modules/finance-ledger/db/fiscalYear.ts +41 -0
- package/src/modules/finance-ledger/db/journalEntry.ts +101 -0
- package/src/modules/finance-ledger/db/journalLine.ts +64 -0
- package/src/modules/finance-ledger/db/periodClose.ts +97 -0
- package/src/modules/finance-ledger/db/trialBalance.ts +63 -0
- package/src/modules/finance-ledger/db/trialBalanceLine.ts +63 -0
- package/src/modules/finance-ledger/docs/commands/AddJournalLine.md +74 -0
- package/src/modules/finance-ledger/docs/commands/ApproveAndLockPeriod.md +53 -0
- package/src/modules/finance-ledger/docs/commands/BeginClose.md +47 -0
- package/src/modules/finance-ledger/docs/commands/ClosePeriod.md +45 -0
- package/src/modules/finance-ledger/docs/commands/CreateAccountingPeriod.md +69 -0
- package/src/modules/finance-ledger/docs/commands/CreateFiscalYear.md +56 -0
- package/src/modules/finance-ledger/docs/commands/CreateJournalEntry.md +63 -0
- package/src/modules/finance-ledger/docs/commands/DeleteAccountingPeriod.md +46 -0
- package/src/modules/finance-ledger/docs/commands/DeleteFiscalYear.md +40 -0
- package/src/modules/finance-ledger/docs/commands/DeleteJournalEntry.md +44 -0
- package/src/modules/finance-ledger/docs/commands/ExecuteYearEndClose.md +81 -0
- package/src/modules/finance-ledger/docs/commands/FinalCloseAndLockPeriod.md +49 -0
- package/src/modules/finance-ledger/docs/commands/FinalizeFinancialStatement.md +43 -0
- package/src/modules/finance-ledger/docs/commands/GenerateFinancialStatement.md +86 -0
- package/src/modules/finance-ledger/docs/commands/GeneratePreliminaryStatements.md +53 -0
- package/src/modules/finance-ledger/docs/commands/GenerateTrialBalance.md +75 -0
- package/src/modules/finance-ledger/docs/commands/InitiatePeriodClose.md +58 -0
- package/src/modules/finance-ledger/docs/commands/OpenForAdvanceEntry.md +44 -0
- package/src/modules/finance-ledger/docs/commands/OpenPeriod.md +45 -0
- package/src/modules/finance-ledger/docs/commands/PermanentlyClosePeriod.md +45 -0
- package/src/modules/finance-ledger/docs/commands/PostAdjustingEntries.md +61 -0
- package/src/modules/finance-ledger/docs/commands/PostJournalEntry.md +81 -0
- package/src/modules/finance-ledger/docs/commands/ProcessInventoryHandoff.md +72 -0
- package/src/modules/finance-ledger/docs/commands/ProcessManufacturingHandoff.md +68 -0
- package/src/modules/finance-ledger/docs/commands/ProcessPurchaseHandoff.md +68 -0
- package/src/modules/finance-ledger/docs/commands/ProcessSalesHandoff.md +71 -0
- package/src/modules/finance-ledger/docs/commands/RegenerateFinancialStatement.md +60 -0
- package/src/modules/finance-ledger/docs/commands/RemoveJournalLine.md +42 -0
- package/src/modules/finance-ledger/docs/commands/ReopenPeriod.md +45 -0
- package/src/modules/finance-ledger/docs/commands/ReverseJournalEntry.md +62 -0
- package/src/modules/finance-ledger/docs/commands/RevertSoftLock.md +49 -0
- package/src/modules/finance-ledger/docs/commands/UpdateFiscalYear.md +60 -0
- package/src/modules/finance-ledger/docs/commands/UpdateJournalEntry.md +50 -0
- package/src/modules/finance-ledger/docs/commands/UpdateJournalLine.md +61 -0
- package/src/modules/finance-ledger/docs/commands/VerifySubledgerTransfers.md +59 -0
- package/src/modules/finance-ledger/docs/commands/VerifyTrialBalance.md +53 -0
- package/src/modules/finance-ledger/docs/features/accounting-period-management.md +110 -0
- package/src/modules/finance-ledger/docs/features/financial-statement-generation.md +115 -0
- package/src/modules/finance-ledger/docs/features/journal-entry-management.md +138 -0
- package/src/modules/finance-ledger/docs/features/period-end-close.md +102 -0
- package/src/modules/finance-ledger/docs/features/subledger-integration.md +141 -0
- package/src/modules/finance-ledger/docs/features/trial-balance.md +99 -0
- package/src/modules/finance-ledger/docs/features/year-end-close.md +84 -0
- package/src/modules/finance-ledger/docs/models/AccountingPeriod.md +71 -0
- package/src/modules/finance-ledger/docs/models/FinancialStatement.md +76 -0
- package/src/modules/finance-ledger/docs/models/FinancialStatementLineItem.md +41 -0
- package/src/modules/finance-ledger/docs/models/FiscalYear.md +41 -0
- package/src/modules/finance-ledger/docs/models/JournalEntry.md +80 -0
- package/src/modules/finance-ledger/docs/models/JournalLine.md +47 -0
- package/src/modules/finance-ledger/docs/models/PeriodClose.md +83 -0
- package/src/modules/finance-ledger/docs/models/TrialBalance.md +56 -0
- package/src/modules/finance-ledger/docs/models/TrialBalanceLine.md +37 -0
- package/src/modules/finance-ledger/docs/queries/GetAccountingPeriod.md +35 -0
- package/src/modules/finance-ledger/docs/queries/GetFinancialStatement.md +38 -0
- package/src/modules/finance-ledger/docs/queries/GetFiscalYear.md +35 -0
- package/src/modules/finance-ledger/docs/queries/GetJournalEntry.md +37 -0
- package/src/modules/finance-ledger/docs/queries/GetPeriodByDate.md +38 -0
- package/src/modules/finance-ledger/docs/queries/GetPeriodClose.md +36 -0
- package/src/modules/finance-ledger/docs/queries/GetSubledgerTransferStatus.md +45 -0
- package/src/modules/finance-ledger/docs/queries/GetTrialBalance.md +38 -0
- package/src/modules/finance-ledger/docs/queries/ListAccountingPeriods.md +46 -0
- package/src/modules/finance-ledger/docs/queries/ListFinancialStatements.md +46 -0
- package/src/modules/finance-ledger/docs/queries/ListFiscalYears.md +42 -0
- package/src/modules/finance-ledger/docs/queries/ListJournalEntries.md +48 -0
- package/src/modules/finance-ledger/docs/queries/ListPeriodCloses.md +46 -0
- package/src/modules/finance-ledger/docs/queries/ListTrialBalances.md +51 -0
- package/src/modules/finance-ledger/executor/.gitkeep +0 -0
- package/src/modules/finance-ledger/generated/enums.ts +109 -0
- package/src/modules/finance-ledger/generated/kysely-tailordb.ts +202 -0
- package/src/modules/finance-ledger/index.ts +2 -0
- package/src/modules/finance-ledger/lib/_db_deps.ts +56 -0
- package/src/modules/finance-ledger/lib/errors.generated.ts +332 -0
- package/src/modules/finance-ledger/lib/permissions.generated.ts +41 -0
- package/src/modules/finance-ledger/lib/types.ts +66 -0
- package/src/modules/finance-ledger/module.ts +262 -0
- package/src/modules/finance-ledger/package.json +26 -0
- package/src/modules/finance-ledger/permissions.ts +3 -0
- package/src/modules/finance-ledger/query/.gitkeep +0 -0
- package/src/modules/finance-ledger/query/getAccountingPeriod.generated.ts +5 -0
- package/src/modules/finance-ledger/query/getAccountingPeriod.test.ts +31 -0
- package/src/modules/finance-ledger/query/getAccountingPeriod.ts +21 -0
- package/src/modules/finance-ledger/query/getFinancialStatement.generated.ts +5 -0
- package/src/modules/finance-ledger/query/getFinancialStatement.test.ts +35 -0
- package/src/modules/finance-ledger/query/getFinancialStatement.ts +29 -0
- package/src/modules/finance-ledger/query/getFiscalYear.generated.ts +5 -0
- package/src/modules/finance-ledger/query/getFiscalYear.test.ts +31 -0
- package/src/modules/finance-ledger/query/getFiscalYear.ts +21 -0
- package/src/modules/finance-ledger/query/getJournalEntry.generated.ts +5 -0
- package/src/modules/finance-ledger/query/getJournalEntry.test.ts +35 -0
- package/src/modules/finance-ledger/query/getJournalEntry.ts +29 -0
- package/src/modules/finance-ledger/query/getPeriodByDate.generated.ts +5 -0
- package/src/modules/finance-ledger/query/getPeriodByDate.test.ts +53 -0
- package/src/modules/finance-ledger/query/getPeriodByDate.ts +27 -0
- package/src/modules/finance-ledger/query/getPeriodClose.generated.ts +5 -0
- package/src/modules/finance-ledger/query/getPeriodClose.test.ts +31 -0
- package/src/modules/finance-ledger/query/getPeriodClose.ts +21 -0
- package/src/modules/finance-ledger/query/getSubledgerTransferStatus.generated.ts +5 -0
- package/src/modules/finance-ledger/query/getSubledgerTransferStatus.test.ts +101 -0
- package/src/modules/finance-ledger/query/getSubledgerTransferStatus.ts +68 -0
- package/src/modules/finance-ledger/query/getTrialBalance.generated.ts +5 -0
- package/src/modules/finance-ledger/query/getTrialBalance.test.ts +33 -0
- package/src/modules/finance-ledger/query/getTrialBalance.ts +30 -0
- package/src/modules/finance-ledger/query/listAccountingPeriods.generated.ts +5 -0
- package/src/modules/finance-ledger/query/listAccountingPeriods.test.ts +81 -0
- package/src/modules/finance-ledger/query/listAccountingPeriods.ts +61 -0
- package/src/modules/finance-ledger/query/listFinancialStatements.generated.ts +5 -0
- package/src/modules/finance-ledger/query/listFinancialStatements.test.ts +76 -0
- package/src/modules/finance-ledger/query/listFinancialStatements.ts +62 -0
- package/src/modules/finance-ledger/query/listFiscalYears.generated.ts +5 -0
- package/src/modules/finance-ledger/query/listFiscalYears.test.ts +63 -0
- package/src/modules/finance-ledger/query/listFiscalYears.ts +45 -0
- package/src/modules/finance-ledger/query/listJournalEntries.generated.ts +5 -0
- package/src/modules/finance-ledger/query/listJournalEntries.test.ts +91 -0
- package/src/modules/finance-ledger/query/listJournalEntries.ts +64 -0
- package/src/modules/finance-ledger/query/listPeriodCloses.generated.ts +5 -0
- package/src/modules/finance-ledger/query/listPeriodCloses.test.ts +63 -0
- package/src/modules/finance-ledger/query/listPeriodCloses.ts +64 -0
- package/src/modules/finance-ledger/query/listTrialBalances.generated.ts +5 -0
- package/src/modules/finance-ledger/query/listTrialBalances.test.ts +78 -0
- package/src/modules/finance-ledger/query/listTrialBalances.ts +56 -0
- package/src/modules/finance-ledger/seed/index.ts +19 -0
- package/src/modules/finance-ledger/tailor.config.ts +13 -0
- package/src/modules/finance-ledger/tailor.d.ts +13 -0
- package/src/modules/finance-ledger/testing/commandTestUtils.ts +35 -0
- package/src/modules/finance-ledger/testing/fixtures.ts +382 -0
- package/src/modules/finance-ledger/tsconfig.json +16 -0
- package/src/progress/schema.test.ts +161 -0
- package/src/progress/schema.ts +316 -0
- package/templates/scaffold/app/backend/package.json +1 -3
- package/templates/scaffold/app/backend/vitest.config.ts +4 -21
- package/src/generator/generate-stubs.ts +0 -35
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describe("getPeriodClose", () => {
|
|
8
|
+
it("returns period close when found by accounting period id", async () => {
|
|
9
|
+
const { db, spies } = createMockDb<DB>();
|
|
10
|
+
spies.select.mockReturnValue(basePeriodClose);
|
|
11
|
+
|
|
12
|
+
const result = await run(db, { accountingPeriodId: basePeriodClose.accountingPeriodId });
|
|
13
|
+
|
|
14
|
+
expect(result.ok).toBe(true);
|
|
15
|
+
if (result.ok) {
|
|
16
|
+
expect(result.value.periodClose).toEqual(basePeriodClose);
|
|
17
|
+
}
|
|
18
|
+
});
|
|
19
|
+
|
|
20
|
+
it("returns null when not found", async () => {
|
|
21
|
+
const { db, spies } = createMockDb<DB>();
|
|
22
|
+
spies.select.mockReturnValue(undefined);
|
|
23
|
+
|
|
24
|
+
const result = await run(db, { accountingPeriodId: "nonexistent" });
|
|
25
|
+
|
|
26
|
+
expect(result.ok).toBe(true);
|
|
27
|
+
if (result.ok) {
|
|
28
|
+
expect(result.value.periodClose).toBeNull();
|
|
29
|
+
}
|
|
30
|
+
});
|
|
31
|
+
});
|
|
@@ -0,0 +1,21 @@
|
|
|
1
|
+
import { ok, type ReadonlyDB } from "@tailor-platform/erp-kit/module";
|
|
2
|
+
import type { DB } from "../generated/kysely-tailordb";
|
|
3
|
+
|
|
4
|
+
export interface GetPeriodCloseInput {
|
|
5
|
+
accountingPeriodId: string;
|
|
6
|
+
}
|
|
7
|
+
|
|
8
|
+
/**
|
|
9
|
+
* Function: getPeriodClose
|
|
10
|
+
*
|
|
11
|
+
* Retrieves a single period close by accounting period id.
|
|
12
|
+
*/
|
|
13
|
+
export async function run(db: ReadonlyDB<DB>, input: GetPeriodCloseInput) {
|
|
14
|
+
const result = await db
|
|
15
|
+
.selectFrom("PeriodClose")
|
|
16
|
+
.selectAll()
|
|
17
|
+
.where("accountingPeriodId", "=", input.accountingPeriodId)
|
|
18
|
+
.executeTakeFirst();
|
|
19
|
+
|
|
20
|
+
return ok({ periodClose: result ?? null });
|
|
21
|
+
}
|
|
@@ -0,0 +1,101 @@
|
|
|
1
|
+
import { describe, expect, it } from "vitest";
|
|
2
|
+
import { createMockDb } from "../../../testing/index";
|
|
3
|
+
import type { DB } from "../generated/kysely-tailordb";
|
|
4
|
+
import { AccountingPeriodNotFoundError } from "../lib/errors.generated";
|
|
5
|
+
import { baseAccountingPeriod, baseJournalEntry, postedJournalEntry } from "../testing/fixtures";
|
|
6
|
+
import { run } from "./getSubledgerTransferStatus";
|
|
7
|
+
|
|
8
|
+
describe("getSubledgerTransferStatus", () => {
|
|
9
|
+
it("returns error when accounting period does not exist", async () => {
|
|
10
|
+
const { db, spies } = createMockDb<DB>();
|
|
11
|
+
spies.select.mockReturnValueOnce(undefined); // AccountingPeriod lookup
|
|
12
|
+
|
|
13
|
+
const result = await run(db, { accountingPeriodId: "nonexistent" });
|
|
14
|
+
|
|
15
|
+
expect(result.ok).toBe(false);
|
|
16
|
+
if (!result.ok) {
|
|
17
|
+
expect(result.error).toBeInstanceOf(AccountingPeriodNotFoundError);
|
|
18
|
+
}
|
|
19
|
+
});
|
|
20
|
+
|
|
21
|
+
it("returns status for all 4 modules", async () => {
|
|
22
|
+
const { db, spies } = createMockDb<DB>();
|
|
23
|
+
spies.select.mockReturnValueOnce(baseAccountingPeriod); // AccountingPeriod lookup
|
|
24
|
+
spies.select.mockReturnValue([]);
|
|
25
|
+
|
|
26
|
+
const result = await run(db, { accountingPeriodId: "period-1" });
|
|
27
|
+
|
|
28
|
+
expect(result.ok).toBe(true);
|
|
29
|
+
if (result.ok) {
|
|
30
|
+
expect(result.value.statuses).toHaveLength(4);
|
|
31
|
+
const modules = result.value.statuses.map((s) => s.module);
|
|
32
|
+
expect(modules).toEqual(["purchase", "sales", "inventory", "manufacturing"]);
|
|
33
|
+
}
|
|
34
|
+
});
|
|
35
|
+
|
|
36
|
+
it("returns zero counts when no entries exist", async () => {
|
|
37
|
+
const { db, spies } = createMockDb<DB>();
|
|
38
|
+
spies.select.mockReturnValueOnce(baseAccountingPeriod); // AccountingPeriod lookup
|
|
39
|
+
spies.select.mockReturnValue([]);
|
|
40
|
+
|
|
41
|
+
const result = await run(db, { accountingPeriodId: "period-1" });
|
|
42
|
+
|
|
43
|
+
expect(result.ok).toBe(true);
|
|
44
|
+
if (result.ok) {
|
|
45
|
+
for (const status of result.value.statuses) {
|
|
46
|
+
expect(status.totalExpected).toBe(0);
|
|
47
|
+
expect(status.acknowledged).toBe(0);
|
|
48
|
+
expect(status.outstanding).toBe(0);
|
|
49
|
+
}
|
|
50
|
+
}
|
|
51
|
+
});
|
|
52
|
+
|
|
53
|
+
it("correctly counts posted vs draft entries", async () => {
|
|
54
|
+
const { db, spies } = createMockDb<DB>();
|
|
55
|
+
spies.select.mockReturnValueOnce(baseAccountingPeriod); // AccountingPeriod lookup
|
|
56
|
+
// First module (purchase) has 2 entries: 1 draft + 1 posted
|
|
57
|
+
spies.select
|
|
58
|
+
.mockReturnValueOnce([baseJournalEntry, postedJournalEntry])
|
|
59
|
+
// Remaining modules have no entries
|
|
60
|
+
.mockReturnValueOnce([])
|
|
61
|
+
.mockReturnValueOnce([])
|
|
62
|
+
.mockReturnValueOnce([]);
|
|
63
|
+
|
|
64
|
+
const result = await run(db, { accountingPeriodId: "period-1" });
|
|
65
|
+
|
|
66
|
+
expect(result.ok).toBe(true);
|
|
67
|
+
if (result.ok) {
|
|
68
|
+
const purchaseStatus = result.value.statuses[0];
|
|
69
|
+
expect(purchaseStatus.totalExpected).toBe(2);
|
|
70
|
+
expect(purchaseStatus.acknowledged).toBe(1);
|
|
71
|
+
expect(purchaseStatus.outstanding).toBe(1);
|
|
72
|
+
}
|
|
73
|
+
});
|
|
74
|
+
|
|
75
|
+
it("returns correct outstanding counts", async () => {
|
|
76
|
+
const { db, spies } = createMockDb<DB>();
|
|
77
|
+
spies.select.mockReturnValueOnce(baseAccountingPeriod); // AccountingPeriod lookup
|
|
78
|
+
// All entries posted for purchase module
|
|
79
|
+
spies.select
|
|
80
|
+
.mockReturnValueOnce([postedJournalEntry])
|
|
81
|
+
// Sales has one draft
|
|
82
|
+
.mockReturnValueOnce([baseJournalEntry])
|
|
83
|
+
.mockReturnValueOnce([])
|
|
84
|
+
.mockReturnValueOnce([]);
|
|
85
|
+
|
|
86
|
+
const result = await run(db, { accountingPeriodId: "period-1" });
|
|
87
|
+
|
|
88
|
+
expect(result.ok).toBe(true);
|
|
89
|
+
if (result.ok) {
|
|
90
|
+
const purchaseStatus = result.value.statuses[0];
|
|
91
|
+
expect(purchaseStatus.totalExpected).toBe(1);
|
|
92
|
+
expect(purchaseStatus.acknowledged).toBe(1);
|
|
93
|
+
expect(purchaseStatus.outstanding).toBe(0);
|
|
94
|
+
|
|
95
|
+
const salesStatus = result.value.statuses[1];
|
|
96
|
+
expect(salesStatus.totalExpected).toBe(1);
|
|
97
|
+
expect(salesStatus.acknowledged).toBe(0);
|
|
98
|
+
expect(salesStatus.outstanding).toBe(1);
|
|
99
|
+
}
|
|
100
|
+
});
|
|
101
|
+
});
|
|
@@ -0,0 +1,68 @@
|
|
|
1
|
+
import { ok, err, type ReadonlyDB } from "@tailor-platform/erp-kit/module";
|
|
2
|
+
import type { DB } from "../generated/kysely-tailordb";
|
|
3
|
+
import { AccountingPeriodNotFoundError } from "../lib/errors.generated";
|
|
4
|
+
|
|
5
|
+
export interface GetSubledgerTransferStatusInput {
|
|
6
|
+
accountingPeriodId: string;
|
|
7
|
+
}
|
|
8
|
+
|
|
9
|
+
interface ModuleStatus {
|
|
10
|
+
module: string;
|
|
11
|
+
journalType: string;
|
|
12
|
+
totalExpected: number;
|
|
13
|
+
acknowledged: number;
|
|
14
|
+
outstanding: number;
|
|
15
|
+
}
|
|
16
|
+
|
|
17
|
+
const SUBLEDGER_MODULES = [
|
|
18
|
+
{ module: "purchase", journalType: "PURCHASE" as const },
|
|
19
|
+
{ module: "sales", journalType: "SALES" as const },
|
|
20
|
+
{ module: "inventory", journalType: "INVENTORY" as const },
|
|
21
|
+
{ module: "manufacturing", journalType: "MANUFACTURING" as const },
|
|
22
|
+
];
|
|
23
|
+
|
|
24
|
+
/**
|
|
25
|
+
* Function: getSubledgerTransferStatus
|
|
26
|
+
*
|
|
27
|
+
* Returns transfer completeness status for all subledger modules for a given
|
|
28
|
+
* accounting period. Per-module status includes: totalExpected, acknowledged,
|
|
29
|
+
* outstanding. Registered modules: purchase, sales, inventory, manufacturing.
|
|
30
|
+
* Returns status for all modules even if zero expected events.
|
|
31
|
+
*/
|
|
32
|
+
export async function run(db: ReadonlyDB<DB>, input: GetSubledgerTransferStatusInput) {
|
|
33
|
+
// Validate that the accounting period exists
|
|
34
|
+
const period = await db
|
|
35
|
+
.selectFrom("AccountingPeriod")
|
|
36
|
+
.selectAll()
|
|
37
|
+
.where("id", "=", input.accountingPeriodId)
|
|
38
|
+
.executeTakeFirst();
|
|
39
|
+
|
|
40
|
+
if (!period) {
|
|
41
|
+
return err(new AccountingPeriodNotFoundError(input.accountingPeriodId));
|
|
42
|
+
}
|
|
43
|
+
|
|
44
|
+
const statuses: ModuleStatus[] = [];
|
|
45
|
+
|
|
46
|
+
for (const subledger of SUBLEDGER_MODULES) {
|
|
47
|
+
// Count all entries of this type for the period
|
|
48
|
+
const allEntries = await db
|
|
49
|
+
.selectFrom("JournalEntry")
|
|
50
|
+
.selectAll()
|
|
51
|
+
.where("accountingPeriodId", "=", input.accountingPeriodId)
|
|
52
|
+
.where("journalType", "=", subledger.journalType)
|
|
53
|
+
.execute();
|
|
54
|
+
|
|
55
|
+
const totalExpected = allEntries.length;
|
|
56
|
+
const acknowledged = allEntries.filter((e) => e.status === "POSTED").length;
|
|
57
|
+
|
|
58
|
+
statuses.push({
|
|
59
|
+
module: subledger.module,
|
|
60
|
+
journalType: subledger.journalType,
|
|
61
|
+
totalExpected,
|
|
62
|
+
acknowledged,
|
|
63
|
+
outstanding: totalExpected - acknowledged,
|
|
64
|
+
});
|
|
65
|
+
}
|
|
66
|
+
|
|
67
|
+
return ok({ statuses });
|
|
68
|
+
}
|
|
@@ -0,0 +1,33 @@
|
|
|
1
|
+
import { describe, expect, it } from "vitest";
|
|
2
|
+
import { createMockDb } from "../../../testing/index";
|
|
3
|
+
import type { DB } from "../generated/kysely-tailordb";
|
|
4
|
+
import { baseTrialBalance, baseTrialBalanceLine } from "../testing/fixtures";
|
|
5
|
+
import { run } from "./getTrialBalance";
|
|
6
|
+
|
|
7
|
+
describe("getTrialBalance", () => {
|
|
8
|
+
it("returns trial balance with lines when found by id", async () => {
|
|
9
|
+
const { db, spies } = createMockDb<DB>();
|
|
10
|
+
spies.select.mockReturnValueOnce(baseTrialBalance).mockReturnValueOnce([baseTrialBalanceLine]);
|
|
11
|
+
|
|
12
|
+
const result = await run(db, { id: baseTrialBalance.id });
|
|
13
|
+
|
|
14
|
+
expect(result.ok).toBe(true);
|
|
15
|
+
if (result.ok) {
|
|
16
|
+
expect(result.value.trialBalance).toEqual(baseTrialBalance);
|
|
17
|
+
expect(result.value.lines).toEqual([baseTrialBalanceLine]);
|
|
18
|
+
}
|
|
19
|
+
});
|
|
20
|
+
|
|
21
|
+
it("returns null with empty lines when not found", async () => {
|
|
22
|
+
const { db, spies } = createMockDb<DB>();
|
|
23
|
+
spies.select.mockReturnValue(undefined);
|
|
24
|
+
|
|
25
|
+
const result = await run(db, { id: "nonexistent" });
|
|
26
|
+
|
|
27
|
+
expect(result.ok).toBe(true);
|
|
28
|
+
if (result.ok) {
|
|
29
|
+
expect(result.value.trialBalance).toBeNull();
|
|
30
|
+
expect(result.value.lines).toEqual([]);
|
|
31
|
+
}
|
|
32
|
+
});
|
|
33
|
+
});
|
|
@@ -0,0 +1,30 @@
|
|
|
1
|
+
import { ok, type ReadonlyDB } from "@tailor-platform/erp-kit/module";
|
|
2
|
+
import type { DB } from "../generated/kysely-tailordb";
|
|
3
|
+
|
|
4
|
+
export interface GetTrialBalanceInput {
|
|
5
|
+
id: string;
|
|
6
|
+
}
|
|
7
|
+
|
|
8
|
+
/**
|
|
9
|
+
* Function: getTrialBalance
|
|
10
|
+
*
|
|
11
|
+
* Retrieves a single trial balance by id, along with its associated trial balance lines.
|
|
12
|
+
*/
|
|
13
|
+
export async function run(db: ReadonlyDB<DB>, input: GetTrialBalanceInput) {
|
|
14
|
+
const result = await db
|
|
15
|
+
.selectFrom("TrialBalance")
|
|
16
|
+
.selectAll()
|
|
17
|
+
.where("id", "=", input.id)
|
|
18
|
+
.executeTakeFirst();
|
|
19
|
+
|
|
20
|
+
const lines = result
|
|
21
|
+
? await db
|
|
22
|
+
.selectFrom("TrialBalanceLine")
|
|
23
|
+
.selectAll()
|
|
24
|
+
.where("trialBalanceId", "=", input.id)
|
|
25
|
+
.orderBy("accountCode", "asc")
|
|
26
|
+
.execute()
|
|
27
|
+
: [];
|
|
28
|
+
|
|
29
|
+
return ok({ trialBalance: result ?? null, lines });
|
|
30
|
+
}
|
|
@@ -0,0 +1,81 @@
|
|
|
1
|
+
import { describe, expect, it } from "vitest";
|
|
2
|
+
import { createMockDb } from "../../../testing/index";
|
|
3
|
+
import type { DB } from "../generated/kysely-tailordb";
|
|
4
|
+
import { EmptyResultError } from "../lib/errors.generated";
|
|
5
|
+
import { baseAccountingPeriod, closedPeriod } from "../testing/fixtures";
|
|
6
|
+
import { run } from "./listAccountingPeriods";
|
|
7
|
+
|
|
8
|
+
describe("listAccountingPeriods", () => {
|
|
9
|
+
it("returns error when neither companyId nor fiscalYearId is provided", async () => {
|
|
10
|
+
const { db } = createMockDb<DB>();
|
|
11
|
+
|
|
12
|
+
const result = await run(db, {});
|
|
13
|
+
|
|
14
|
+
expect(result.ok).toBe(false);
|
|
15
|
+
if (!result.ok) {
|
|
16
|
+
expect(result.error).toBeInstanceOf(EmptyResultError);
|
|
17
|
+
}
|
|
18
|
+
});
|
|
19
|
+
|
|
20
|
+
it("returns all accounting periods for a company", async () => {
|
|
21
|
+
const { db, spies } = createMockDb<DB>();
|
|
22
|
+
spies.select.mockReturnValue([baseAccountingPeriod, closedPeriod]);
|
|
23
|
+
|
|
24
|
+
const result = await run(db, { companyId: "company-1" });
|
|
25
|
+
|
|
26
|
+
expect(result.ok).toBe(true);
|
|
27
|
+
if (result.ok) {
|
|
28
|
+
expect(result.value.items).toEqual([baseAccountingPeriod, closedPeriod]);
|
|
29
|
+
expect(result.value.hasNextPage).toBe(false);
|
|
30
|
+
}
|
|
31
|
+
});
|
|
32
|
+
|
|
33
|
+
it("returns accounting periods filtered by fiscal year", async () => {
|
|
34
|
+
const { db, spies } = createMockDb<DB>();
|
|
35
|
+
spies.select.mockReturnValue([baseAccountingPeriod]);
|
|
36
|
+
|
|
37
|
+
const result = await run(db, { fiscalYearId: "fiscal-year-1" });
|
|
38
|
+
|
|
39
|
+
expect(result.ok).toBe(true);
|
|
40
|
+
if (result.ok) {
|
|
41
|
+
expect(result.value.items).toEqual([baseAccountingPeriod]);
|
|
42
|
+
}
|
|
43
|
+
});
|
|
44
|
+
|
|
45
|
+
it("returns accounting periods filtered by status", async () => {
|
|
46
|
+
const { db, spies } = createMockDb<DB>();
|
|
47
|
+
spies.select.mockReturnValue([closedPeriod]);
|
|
48
|
+
|
|
49
|
+
const result = await run(db, { companyId: "company-1", status: "CLOSED" });
|
|
50
|
+
|
|
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|
+
expect(result.ok).toBe(true);
|
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if (result.ok) {
|
|
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|
+
expect(result.value.items).toEqual([closedPeriod]);
|
|
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+
}
|
|
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|
+
});
|
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|
+
|
|
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|
+
it("returns accounting periods filtered by period type", async () => {
|
|
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|
+
const { db, spies } = createMockDb<DB>();
|
|
59
|
+
spies.select.mockReturnValue([baseAccountingPeriod]);
|
|
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+
|
|
61
|
+
const result = await run(db, { companyId: "company-1", periodType: "OPERATING" });
|
|
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+
|
|
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|
+
expect(result.ok).toBe(true);
|
|
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|
+
if (result.ok) {
|
|
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|
+
expect(result.value.items).toEqual([baseAccountingPeriod]);
|
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|
+
}
|
|
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|
+
});
|
|
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|
+
|
|
69
|
+
it("returns empty list when no accounting periods match", async () => {
|
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+
const { db, spies } = createMockDb<DB>();
|
|
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|
+
spies.select.mockReturnValue([]);
|
|
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|
+
|
|
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|
+
const result = await run(db, { companyId: "nonexistent" });
|
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|
+
|
|
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|
+
expect(result.ok).toBe(true);
|
|
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|
+
if (result.ok) {
|
|
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|
+
expect(result.value.items).toEqual([]);
|
|
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|
+
expect(result.value.hasNextPage).toBe(false);
|
|
79
|
+
}
|
|
80
|
+
});
|
|
81
|
+
});
|
|
@@ -0,0 +1,61 @@
|
|
|
1
|
+
import {
|
|
2
|
+
ok,
|
|
3
|
+
err,
|
|
4
|
+
type ReadonlyDB,
|
|
5
|
+
type PaginationInput,
|
|
6
|
+
buildPaginatedResult,
|
|
7
|
+
DEFAULT_PAGE_SIZE,
|
|
8
|
+
} from "@tailor-platform/erp-kit/module";
|
|
9
|
+
import type { AccountingPeriodPeriodType, AccountingPeriodStatus } from "../generated/enums";
|
|
10
|
+
import type { DB } from "../generated/kysely-tailordb";
|
|
11
|
+
import { EmptyResultError } from "../lib/errors.generated";
|
|
12
|
+
|
|
13
|
+
type AccountingPeriodOrderByField = "startDate" | "endDate" | "name" | "status" | "createdAt";
|
|
14
|
+
|
|
15
|
+
export interface ListAccountingPeriodsInput extends PaginationInput<AccountingPeriodOrderByField> {
|
|
16
|
+
companyId?: string;
|
|
17
|
+
fiscalYearId?: string;
|
|
18
|
+
status?: string;
|
|
19
|
+
periodType?: string;
|
|
20
|
+
}
|
|
21
|
+
|
|
22
|
+
/**
|
|
23
|
+
* Function: listAccountingPeriods
|
|
24
|
+
*
|
|
25
|
+
* Lists accounting periods with optional filters for company, fiscal year,
|
|
26
|
+
* status, and period type. At least one scoping parameter (companyId or
|
|
27
|
+
* fiscalYearId) is required. All filters use AND logic.
|
|
28
|
+
*/
|
|
29
|
+
export async function run(db: ReadonlyDB<DB>, input: ListAccountingPeriodsInput) {
|
|
30
|
+
if (!input.companyId && !input.fiscalYearId) {
|
|
31
|
+
return err(new EmptyResultError("companyId or fiscalYearId is required"));
|
|
32
|
+
}
|
|
33
|
+
|
|
34
|
+
const limit = input.limit ?? DEFAULT_PAGE_SIZE;
|
|
35
|
+
const offset = input.offset ?? 0;
|
|
36
|
+
const orderBy = input.orderBy ?? "startDate";
|
|
37
|
+
const orderDirection = input.orderDirection ?? "asc";
|
|
38
|
+
|
|
39
|
+
let query = db.selectFrom("AccountingPeriod").selectAll();
|
|
40
|
+
|
|
41
|
+
if (input.companyId) {
|
|
42
|
+
query = query.where("companyId", "=", input.companyId);
|
|
43
|
+
}
|
|
44
|
+
if (input.fiscalYearId) {
|
|
45
|
+
query = query.where("fiscalYearId", "=", input.fiscalYearId);
|
|
46
|
+
}
|
|
47
|
+
if (input.status) {
|
|
48
|
+
query = query.where("status", "=", input.status as AccountingPeriodStatus);
|
|
49
|
+
}
|
|
50
|
+
if (input.periodType) {
|
|
51
|
+
query = query.where("periodType", "=", input.periodType as AccountingPeriodPeriodType);
|
|
52
|
+
}
|
|
53
|
+
|
|
54
|
+
const results = await query
|
|
55
|
+
.orderBy(orderBy, orderDirection)
|
|
56
|
+
.limit(limit + 1)
|
|
57
|
+
.offset(offset)
|
|
58
|
+
.execute();
|
|
59
|
+
|
|
60
|
+
return ok(buildPaginatedResult(results, limit));
|
|
61
|
+
}
|
|
@@ -0,0 +1,76 @@
|
|
|
1
|
+
import { describe, expect, it } from "vitest";
|
|
2
|
+
import { createMockDb } from "../../../testing/index";
|
|
3
|
+
import type { DB } from "../generated/kysely-tailordb";
|
|
4
|
+
import { baseFinancialStatement, finalizedFinancialStatement } from "../testing/fixtures";
|
|
5
|
+
import { run } from "./listFinancialStatements";
|
|
6
|
+
|
|
7
|
+
describe("listFinancialStatements", () => {
|
|
8
|
+
it("returns all financial statements for a company", async () => {
|
|
9
|
+
const { db, spies } = createMockDb<DB>();
|
|
10
|
+
spies.select.mockReturnValue([baseFinancialStatement, finalizedFinancialStatement]);
|
|
11
|
+
|
|
12
|
+
const result = await run(db, { companyId: "company-1" });
|
|
13
|
+
|
|
14
|
+
expect(result.ok).toBe(true);
|
|
15
|
+
if (result.ok) {
|
|
16
|
+
expect(result.value.items).toEqual([baseFinancialStatement, finalizedFinancialStatement]);
|
|
17
|
+
expect(result.value.hasNextPage).toBe(false);
|
|
18
|
+
}
|
|
19
|
+
});
|
|
20
|
+
|
|
21
|
+
it("returns financial statements filtered by statement type", async () => {
|
|
22
|
+
const { db, spies } = createMockDb<DB>();
|
|
23
|
+
spies.select.mockReturnValue([baseFinancialStatement]);
|
|
24
|
+
|
|
25
|
+
const result = await run(db, {
|
|
26
|
+
companyId: "company-1",
|
|
27
|
+
statementType: "BALANCE_SHEET",
|
|
28
|
+
});
|
|
29
|
+
|
|
30
|
+
expect(result.ok).toBe(true);
|
|
31
|
+
if (result.ok) {
|
|
32
|
+
expect(result.value.items).toEqual([baseFinancialStatement]);
|
|
33
|
+
}
|
|
34
|
+
});
|
|
35
|
+
|
|
36
|
+
it("returns financial statements filtered by status", async () => {
|
|
37
|
+
const { db, spies } = createMockDb<DB>();
|
|
38
|
+
spies.select.mockReturnValue([finalizedFinancialStatement]);
|
|
39
|
+
|
|
40
|
+
const result = await run(db, { companyId: "company-1", status: "FINALIZED" });
|
|
41
|
+
|
|
42
|
+
expect(result.ok).toBe(true);
|
|
43
|
+
if (result.ok) {
|
|
44
|
+
expect(result.value.items).toEqual([finalizedFinancialStatement]);
|
|
45
|
+
}
|
|
46
|
+
});
|
|
47
|
+
|
|
48
|
+
it("returns financial statements filtered by dateRange", async () => {
|
|
49
|
+
const { db, spies } = createMockDb<DB>();
|
|
50
|
+
spies.select.mockReturnValue([baseFinancialStatement]);
|
|
51
|
+
|
|
52
|
+
const result = await run(db, {
|
|
53
|
+
companyId: "company-1",
|
|
54
|
+
startDate: new Date("2024-01-01"),
|
|
55
|
+
endDate: new Date("2024-01-31"),
|
|
56
|
+
});
|
|
57
|
+
|
|
58
|
+
expect(result.ok).toBe(true);
|
|
59
|
+
if (result.ok) {
|
|
60
|
+
expect(result.value.items).toEqual([baseFinancialStatement]);
|
|
61
|
+
}
|
|
62
|
+
});
|
|
63
|
+
|
|
64
|
+
it("returns empty list when no financial statements match", async () => {
|
|
65
|
+
const { db, spies } = createMockDb<DB>();
|
|
66
|
+
spies.select.mockReturnValue([]);
|
|
67
|
+
|
|
68
|
+
const result = await run(db, { companyId: "nonexistent" });
|
|
69
|
+
|
|
70
|
+
expect(result.ok).toBe(true);
|
|
71
|
+
if (result.ok) {
|
|
72
|
+
expect(result.value.items).toEqual([]);
|
|
73
|
+
expect(result.value.hasNextPage).toBe(false);
|
|
74
|
+
}
|
|
75
|
+
});
|
|
76
|
+
});
|
|
@@ -0,0 +1,62 @@
|
|
|
1
|
+
import {
|
|
2
|
+
ok,
|
|
3
|
+
type ReadonlyDB,
|
|
4
|
+
type PaginationInput,
|
|
5
|
+
buildPaginatedResult,
|
|
6
|
+
DEFAULT_PAGE_SIZE,
|
|
7
|
+
} from "@tailor-platform/erp-kit/module";
|
|
8
|
+
import type { FinancialStatementStatementType, FinancialStatementStatus } from "../generated/enums";
|
|
9
|
+
import type { DB } from "../generated/kysely-tailordb";
|
|
10
|
+
|
|
11
|
+
type FinancialStatementOrderByField = "createdAt" | "statementType" | "status" | "generatedAt";
|
|
12
|
+
|
|
13
|
+
export interface ListFinancialStatementsInput extends PaginationInput<FinancialStatementOrderByField> {
|
|
14
|
+
companyId: string;
|
|
15
|
+
statementType?: string;
|
|
16
|
+
status?: string;
|
|
17
|
+
startDate?: Date;
|
|
18
|
+
endDate?: Date;
|
|
19
|
+
}
|
|
20
|
+
|
|
21
|
+
/**
|
|
22
|
+
* Function: listFinancialStatements
|
|
23
|
+
*
|
|
24
|
+
* Lists financial statement headers for a company with optional filters
|
|
25
|
+
* for statement type, status, and date range (by reportingDate).
|
|
26
|
+
*/
|
|
27
|
+
export async function run(db: ReadonlyDB<DB>, input: ListFinancialStatementsInput) {
|
|
28
|
+
const limit = input.limit ?? DEFAULT_PAGE_SIZE;
|
|
29
|
+
const offset = input.offset ?? 0;
|
|
30
|
+
const orderBy = input.orderBy ?? "createdAt";
|
|
31
|
+
const orderDirection = input.orderDirection ?? "desc";
|
|
32
|
+
|
|
33
|
+
let query = db
|
|
34
|
+
.selectFrom("FinancialStatement")
|
|
35
|
+
.selectAll()
|
|
36
|
+
.where("companyId", "=", input.companyId);
|
|
37
|
+
|
|
38
|
+
if (input.statementType) {
|
|
39
|
+
query = query.where(
|
|
40
|
+
"statementType",
|
|
41
|
+
"=",
|
|
42
|
+
input.statementType as FinancialStatementStatementType,
|
|
43
|
+
);
|
|
44
|
+
}
|
|
45
|
+
if (input.status) {
|
|
46
|
+
query = query.where("status", "=", input.status as FinancialStatementStatus);
|
|
47
|
+
}
|
|
48
|
+
if (input.startDate) {
|
|
49
|
+
query = query.where("reportingDate", ">=", input.startDate);
|
|
50
|
+
}
|
|
51
|
+
if (input.endDate) {
|
|
52
|
+
query = query.where("reportingDate", "<=", input.endDate);
|
|
53
|
+
}
|
|
54
|
+
|
|
55
|
+
const results = await query
|
|
56
|
+
.orderBy(orderBy, orderDirection)
|
|
57
|
+
.limit(limit + 1)
|
|
58
|
+
.offset(offset)
|
|
59
|
+
.execute();
|
|
60
|
+
|
|
61
|
+
return ok(buildPaginatedResult(results, limit));
|
|
62
|
+
}
|
|
@@ -0,0 +1,63 @@
|
|
|
1
|
+
import { describe, expect, it } from "vitest";
|
|
2
|
+
import { createMockDb } from "../../../testing/index";
|
|
3
|
+
import type { DB } from "../generated/kysely-tailordb";
|
|
4
|
+
import { baseFiscalYear, baseFiscalYear2 } from "../testing/fixtures";
|
|
5
|
+
import { run } from "./listFiscalYears";
|
|
6
|
+
|
|
7
|
+
describe("listFiscalYears", () => {
|
|
8
|
+
it("returns all fiscal years for a company", async () => {
|
|
9
|
+
const { db, spies } = createMockDb<DB>();
|
|
10
|
+
spies.select.mockReturnValue([baseFiscalYear, baseFiscalYear2]);
|
|
11
|
+
|
|
12
|
+
const result = await run(db, { companyId: "company-1" });
|
|
13
|
+
|
|
14
|
+
expect(result.ok).toBe(true);
|
|
15
|
+
if (result.ok) {
|
|
16
|
+
expect(result.value.items).toEqual([baseFiscalYear, baseFiscalYear2]);
|
|
17
|
+
expect(result.value.hasNextPage).toBe(false);
|
|
18
|
+
}
|
|
19
|
+
});
|
|
20
|
+
|
|
21
|
+
it("returns fiscal years filtered by startDate", async () => {
|
|
22
|
+
const { db, spies } = createMockDb<DB>();
|
|
23
|
+
spies.select.mockReturnValue([baseFiscalYear2]);
|
|
24
|
+
|
|
25
|
+
const result = await run(db, {
|
|
26
|
+
companyId: "company-1",
|
|
27
|
+
startDate: new Date("2025-01-01"),
|
|
28
|
+
});
|
|
29
|
+
|
|
30
|
+
expect(result.ok).toBe(true);
|
|
31
|
+
if (result.ok) {
|
|
32
|
+
expect(result.value.items).toEqual([baseFiscalYear2]);
|
|
33
|
+
}
|
|
34
|
+
});
|
|
35
|
+
|
|
36
|
+
it("returns fiscal years filtered by endDate", async () => {
|
|
37
|
+
const { db, spies } = createMockDb<DB>();
|
|
38
|
+
spies.select.mockReturnValue([baseFiscalYear]);
|
|
39
|
+
|
|
40
|
+
const result = await run(db, {
|
|
41
|
+
companyId: "company-1",
|
|
42
|
+
endDate: new Date("2024-12-31"),
|
|
43
|
+
});
|
|
44
|
+
|
|
45
|
+
expect(result.ok).toBe(true);
|
|
46
|
+
if (result.ok) {
|
|
47
|
+
expect(result.value.items).toEqual([baseFiscalYear]);
|
|
48
|
+
}
|
|
49
|
+
});
|
|
50
|
+
|
|
51
|
+
it("returns empty list when no fiscal years match", async () => {
|
|
52
|
+
const { db, spies } = createMockDb<DB>();
|
|
53
|
+
spies.select.mockReturnValue([]);
|
|
54
|
+
|
|
55
|
+
const result = await run(db, { companyId: "nonexistent" });
|
|
56
|
+
|
|
57
|
+
expect(result.ok).toBe(true);
|
|
58
|
+
if (result.ok) {
|
|
59
|
+
expect(result.value.items).toEqual([]);
|
|
60
|
+
expect(result.value.hasNextPage).toBe(false);
|
|
61
|
+
}
|
|
62
|
+
});
|
|
63
|
+
});
|