@wirecat/cli-core 0.556.0 → 0.558.0

package/dist/store/sqlite/migrations.generated.js

@@ -889,5 +889,48 @@ export const GENERATED = [
         "statements": [
             "-- A suggestion's references (chat:, msg:) need the store's own encoding, which SQL cannot write, so the next writable\n-- open moves the unconfirmed agent and rule links into `proposed_actions` and deletes this key (moveSuggestedLinks).\nINSERT OR REPLACE INTO store_settings (key, value, at) VALUES ('suggested_links_to_move', '1', unixepoch() * 1000);"
         ]
+    },
+    {
+        "name": "20261102173102_version-45-finance",
+        "statements": [
+            "CREATE TABLE `invoice_lines` (\n\t`id` integer PRIMARY KEY,\n\t`invoice_id` integer NOT NULL,\n\t`position` integer NOT NULL,\n\t`description` text NOT NULL,\n\t`quantity` text NOT NULL,\n\t`unit_price` integer,\n\t`amount` integer NOT NULL,\n\t`created_at` integer NOT NULL,\n\t`updated_at` integer NOT NULL,\n\tCONSTRAINT `fk_invoice_lines_invoice_id_invoices_id_fk` FOREIGN KEY (`invoice_id`) REFERENCES `invoices`(`id`),\n\tCONSTRAINT `invoice_lines_invoice_id_position_unique` UNIQUE(`invoice_id`,`position`)\n);",
+            "CREATE TABLE `invoices` (\n\t`id` integer PRIMARY KEY,\n\t`direction` text NOT NULL,\n\t`number` text,\n\t`issuer_type` text,\n\t`issuer_id` integer,\n\t`counterparty_type` text NOT NULL,\n\t`counterparty_id` integer NOT NULL,\n\t`project_id` integer,\n\t`currency` text NOT NULL,\n\t`total` integer NOT NULL,\n\t`issue_date` text,\n\t`due_date` text,\n\t`status` text NOT NULL,\n\t`review` text NOT NULL,\n\t`author_type` text NOT NULL,\n\t`author_id` integer NOT NULL,\n\t`model` text,\n\t`confirmed_by_type` text,\n\t`confirmed_by_id` integer,\n\t`source` text NOT NULL,\n\t`metadata` text,\n\t`created_at` integer NOT NULL,\n\t`updated_at` integer NOT NULL,\n\t`deleted_at` integer,\n\tCONSTRAINT `fk_invoices_project_id_projects_id_fk` FOREIGN KEY (`project_id`) REFERENCES `projects`(`id`)\n);",
+            "CREATE TABLE `payment_allocations` (\n\t`id` integer PRIMARY KEY,\n\t`payment_id` integer NOT NULL,\n\t`invoice_id` integer NOT NULL,\n\t`amount` integer NOT NULL,\n\t`author_type` text NOT NULL,\n\t`author_id` integer NOT NULL,\n\t`created_at` integer NOT NULL,\n\t`updated_at` integer NOT NULL,\n\tCONSTRAINT `fk_payment_allocations_payment_id_payments_id_fk` FOREIGN KEY (`payment_id`) REFERENCES `payments`(`id`),\n\tCONSTRAINT `fk_payment_allocations_invoice_id_invoices_id_fk` FOREIGN KEY (`invoice_id`) REFERENCES `invoices`(`id`),\n\tCONSTRAINT `payment_allocations_payment_id_invoice_id_unique` UNIQUE(`payment_id`,`invoice_id`)\n);",
+            "CREATE TABLE `payments` (\n\t`id` integer PRIMARY KEY,\n\t`direction` text NOT NULL,\n\t`payer_type` text,\n\t`payer_id` integer,\n\t`payee_type` text,\n\t`payee_id` integer,\n\t`amount` integer NOT NULL,\n\t`currency` text NOT NULL,\n\t`payment_date` text NOT NULL,\n\t`reference` text,\n\t`project_id` integer,\n\t`review` text NOT NULL,\n\t`author_type` text NOT NULL,\n\t`author_id` integer NOT NULL,\n\t`model` text,\n\t`confirmed_by_type` text,\n\t`confirmed_by_id` integer,\n\t`source` text NOT NULL,\n\t`metadata` text,\n\t`created_at` integer NOT NULL,\n\t`updated_at` integer NOT NULL,\n\t`deleted_at` integer,\n\tCONSTRAINT `fk_payments_project_id_projects_id_fk` FOREIGN KEY (`project_id`) REFERENCES `projects`(`id`)\n);",
+            "CREATE INDEX `invoices_by_issuer_type_issuer_id` ON `invoices` (`issuer_type`,`issuer_id`);",
+            "CREATE INDEX `invoices_by_counterparty_type_counterparty_id` ON `invoices` (`counterparty_type`,`counterparty_id`);",
+            "CREATE INDEX `invoices_by_project_id` ON `invoices` (`project_id`);",
+            "CREATE INDEX `invoices_by_author_type_author_id` ON `invoices` (`author_type`,`author_id`);",
+            "CREATE INDEX `invoices_by_confirmed_by_type_confirmed_by_id` ON `invoices` (`confirmed_by_type`,`confirmed_by_id`);",
+            "CREATE INDEX `payment_allocations_by_invoice_id` ON `payment_allocations` (`invoice_id`);",
+            "CREATE INDEX `payment_allocations_by_author_type_author_id` ON `payment_allocations` (`author_type`,`author_id`);",
+            "CREATE INDEX `payments_by_payer_type_payer_id` ON `payments` (`payer_type`,`payer_id`);",
+            "CREATE INDEX `payments_by_payee_type_payee_id` ON `payments` (`payee_type`,`payee_id`);",
+            "CREATE INDEX `payments_by_project_id` ON `payments` (`project_id`);",
+            "CREATE INDEX `payments_by_author_type_author_id` ON `payments` (`author_type`,`author_id`);",
+            "CREATE INDEX `payments_by_confirmed_by_type_confirmed_by_id` ON `payments` (`confirmed_by_type`,`confirmed_by_id`);"
+        ]
+    },
+    {
+        "name": "20261102173113_version-45-finance-rules",
+        "statements": [
+            "-- The store's code checks these first and says why; the triggers keep a stray write from another build or a hand\n-- edit from storing money that does not add up. An invoice's limit counts confirmed payments only, so an agent's\n-- pending proposal never blocks the owner; confirming a payment checks the limit again.\nCREATE TRIGGER invoices_valid_bi BEFORE INSERT ON invoices\n  WHEN new.direction NOT IN ('receivable', 'payable') OR new.total < 0\n    OR new.status NOT IN ('draft', 'issued', 'partly_paid', 'paid', 'void')\n    OR new.review NOT IN ('proposed', 'confirmed', 'rejected') BEGIN\n  SELECT RAISE(ABORT, 'invoices: direction receivable or payable, a total of 0 or more, a known status and review');\nEND;",
+            "CREATE TRIGGER invoices_valid_bu BEFORE UPDATE ON invoices\n  WHEN new.direction NOT IN ('receivable', 'payable') OR new.total < 0\n    OR new.status NOT IN ('draft', 'issued', 'partly_paid', 'paid', 'void')\n    OR new.review NOT IN ('proposed', 'confirmed', 'rejected')\n    OR (new.currency IS NOT old.currency AND EXISTS (SELECT 1 FROM payment_allocations WHERE invoice_id = new.id))\n    OR new.total < (SELECT coalesce(sum(a.amount), 0) FROM payment_allocations a JOIN payments p ON p.id = a.payment_id\n      WHERE a.invoice_id = new.id AND p.review = 'confirmed' AND p.deleted_at IS NULL) BEGIN\n  SELECT RAISE(ABORT, 'invoices: the total stays at or above what is allocated to it, in the same currency');\nEND;",
+            "CREATE TRIGGER invoice_lines_valid_bi BEFORE INSERT ON invoice_lines\n  WHEN new.amount < 0 OR new.unit_price < 0 BEGIN\n  SELECT RAISE(ABORT, 'invoice_lines: an amount and a unit price of 0 or more');\nEND;",
+            "CREATE TRIGGER invoice_lines_valid_bu BEFORE UPDATE ON invoice_lines\n  WHEN new.amount < 0 OR new.unit_price < 0 BEGIN\n  SELECT RAISE(ABORT, 'invoice_lines: an amount and a unit price of 0 or more');\nEND;",
+            "CREATE TRIGGER payments_valid_bi BEFORE INSERT ON payments\n  WHEN new.direction NOT IN ('in', 'out') OR new.amount <= 0\n    OR new.review NOT IN ('proposed', 'confirmed', 'rejected') BEGIN\n  SELECT RAISE(ABORT, 'payments: direction in or out, an amount above 0 and a known review');\nEND;",
+            "CREATE TRIGGER payments_valid_bu BEFORE UPDATE ON payments\n  WHEN new.direction NOT IN ('in', 'out') OR new.amount <= 0\n    OR new.review NOT IN ('proposed', 'confirmed', 'rejected')\n    OR (new.currency IS NOT old.currency AND EXISTS (SELECT 1 FROM payment_allocations WHERE payment_id = new.id))\n    OR new.amount < (SELECT coalesce(sum(amount), 0) FROM payment_allocations WHERE payment_id = new.id) BEGIN\n  SELECT RAISE(ABORT, 'payments: the amount stays at or above what is allocated from it, in the same currency');\nEND;",
+            "CREATE TRIGGER payments_confirm_bu BEFORE UPDATE OF review ON payments\n  WHEN new.review = 'confirmed' AND old.review IS NOT 'confirmed' AND EXISTS (\n    SELECT 1 FROM payment_allocations a JOIN invoices i ON i.id = a.invoice_id WHERE a.payment_id = new.id\n      AND a.amount + (SELECT coalesce(sum(o.amount), 0) FROM payment_allocations o JOIN payments p ON p.id = o.payment_id\n        WHERE o.invoice_id = a.invoice_id AND o.payment_id <> new.id AND p.review = 'confirmed' AND p.deleted_at IS NULL)\n      > i.total) BEGIN\n  SELECT RAISE(ABORT, 'payments: confirming it would settle more than an invoice''s total');\nEND;",
+            "CREATE TRIGGER payment_allocations_valid_bi BEFORE INSERT ON payment_allocations\n  WHEN new.amount <= 0\n    OR (SELECT currency FROM payments WHERE id = new.payment_id)\n      IS NOT (SELECT currency FROM invoices WHERE id = new.invoice_id)\n    OR (SELECT coalesce(sum(amount), 0) FROM payment_allocations WHERE payment_id = new.payment_id) + new.amount\n      > (SELECT amount FROM payments WHERE id = new.payment_id)\n    OR (SELECT coalesce(sum(a.amount), 0) FROM payment_allocations a JOIN payments p ON p.id = a.payment_id\n      WHERE a.invoice_id = new.invoice_id\n        AND ((p.review = 'confirmed' AND p.deleted_at IS NULL) OR a.payment_id = new.payment_id)) + new.amount\n      > (SELECT total FROM invoices WHERE id = new.invoice_id) BEGIN\n  SELECT RAISE(ABORT, 'payment_allocations: above 0, one currency, within the payment and within the invoice');\nEND;",
+            "CREATE TRIGGER payment_allocations_valid_bu BEFORE UPDATE ON payment_allocations\n  WHEN new.amount <= 0 OR new.payment_id IS NOT old.payment_id OR new.invoice_id IS NOT old.invoice_id\n    OR (SELECT coalesce(sum(amount), 0) FROM payment_allocations WHERE payment_id = new.payment_id AND id <> old.id)\n      + new.amount > (SELECT amount FROM payments WHERE id = new.payment_id)\n    OR (SELECT coalesce(sum(a.amount), 0) FROM payment_allocations a JOIN payments p ON p.id = a.payment_id\n      WHERE a.invoice_id = new.invoice_id AND a.id <> old.id\n        AND ((p.review = 'confirmed' AND p.deleted_at IS NULL) OR a.payment_id = new.payment_id)) + new.amount\n      > (SELECT total FROM invoices WHERE id = new.invoice_id) BEGIN\n  SELECT RAISE(ABORT, 'payment_allocations: above 0, within the payment and within the invoice, sides unchanged');\nEND;"
+        ]
+    },
+    {
+        "name": "20261102185954_version-46-payment-facts",
+        "statements": [
+            "-- Money lives in `payments` and `invoices`, not facts. An older build still takes a payment fact, so the triggers\n-- refuse one; the facts already stored need the finance code's minor units and rules, so the next writable open moves\n-- them and deletes this key (movePaymentFacts).\nCREATE TRIGGER facts_no_payment_bi BEFORE INSERT ON facts WHEN new.type = 'payment' BEGIN\n  SELECT RAISE(ABORT, 'facts: a payment is a payments row in store.finance, not a fact; upgrade the CLI');\nEND;",
+            "CREATE TRIGGER facts_no_payment_bu BEFORE UPDATE OF type ON facts WHEN new.type = 'payment' BEGIN\n  SELECT RAISE(ABORT, 'facts: a payment is a payments row in store.finance, not a fact; upgrade the CLI');\nEND;",
+            "INSERT OR REPLACE INTO store_settings (key, value, at) VALUES ('payment_facts_to_move', '1', unixepoch() * 1000);"
+        ]
     }
 ];

package/dist/store/sqlite/open-store.js

@@ -12,6 +12,7 @@ import { fillFolded } from "./folded.js";
 import { fillJoinKeys } from "./join-keys.js";
 import { logPruner } from "./log-pruning.js";
 import { openSqlite } from "./open.js";
+import { movePaymentFacts } from "./payment-facts.js";
 import { loadProviders } from "./providers.js";
 import { assertReadCompatible } from "./read-compatibility.js";
 import { stemsState } from "./stems.js";
@@ -57,6 +58,7 @@ export const openStoreContext = async ({ path, env, now = Date.now, command, ver
             fillFolded(database);
             fillJoinKeys(database);
             moveSuggestedLinks(database, now);
+            movePaymentFacts({ ...opened, now, decisions });
             const pending = pendingNormalization(database);
             if (pending > 0 && pending <= BACKFILL_ON_OPEN)
                 backfillNormalized(database);

package/dist/store/sqlite/payment-entries.d.ts

@@ -0,0 +1,26 @@
+import { type Payment } from "../../meetings/index.js";
+import type { Decider } from "../decisions.js";
+import type { Author } from "./memories.js";
+import type { StoreContext } from "./open.js";
+/** A payment as an agent's finding or a retired payment fact holds it. */
+export interface PaymentEntry {
+    payment: Payment;
+    statement?: string;
+    project?: string;
+    evidence: string[];
+    /** The `invoice:` a paid entry settles or a cancelled one voids. */
+    supersedes?: string;
+}
+/** What becomes of the proposal: confirmed or rejected by the decider, or left proposed. */
+export type PaymentOutcome = {
+    confirm: boolean;
+    by: Decider;
+} | "proposed";
+/** The finding's two-decimal amount in the currency's own scale: "1200.00" JPY is "1200", "1200.50" JPY is refused. */
+export declare const entryAmount: (payment: Payment) => string;
+/**
+ * Money from a payment finding goes to `store.finance`, never into a fact: a paid one is a payment, allocated to the
+ * invoice it supersedes as far as that is open; an expected one is an invoice of one line; a cancelled one voids its
+ * invoice, which only the owner does. The author proposes; `outcome` is the owner's decision on it.
+ */
+export declare const paymentEntriesOver: (context: StoreContext) => (entry: PaymentEntry, by: Author, outcome: PaymentOutcome) => string;

package/dist/store/sqlite/payment-entries.js

@@ -0,0 +1,91 @@
+import { CliError } from "@wirecat/cli-base";
+import { formatDecimal, minorUnits, parseDecimal, scaleOf } from "../../domain/money.js";
+import { paymentTitle } from "../../meetings/index.js";
+import { financeOperationsOver } from "./finance.js";
+const refuse = (message, reason) => {
+    throw new CliError("validation_error", message, { reason });
+};
+/** The finding's two-decimal amount in the currency's own scale: "1200.00" JPY is "1200", "1200.50" JPY is refused. */
+export const entryAmount = (payment) => {
+    const scale = scaleOf(payment.currency);
+    const cents = parseDecimal(payment.amount, 2);
+    if (cents === undefined)
+        return refuse(`${payment.amount} is not an amount`, "money.amount");
+    const shift = 10n ** BigInt(Math.abs(scale - 2));
+    if (scale >= 2)
+        return formatDecimal(cents * shift, scale);
+    if (cents % shift !== 0n)
+        return refuse(`${payment.currency} has ${scale} decimals; ${payment.amount} does not fit`, "money.amount");
+    return formatDecimal(cents / shift, scale);
+};
+const party = (payment) => /^(person|organization):/.test(payment.counterparty ?? "") ? payment.counterparty : null;
+/**
+ * Money from a payment finding goes to `store.finance`, never into a fact: a paid one is a payment, allocated to the
+ * invoice it supersedes as far as that is open; an expected one is an invoice of one line; a cancelled one voids its
+ * invoice, which only the owner does. The author proposes; `outcome` is the owner's decision on it.
+ */
+export const paymentEntriesOver = (context) => {
+    const finance = financeOperationsOver(context);
+    const today = () => new Date(context.now()).toISOString().slice(0, 10);
+    const decided = (ref, outcome) => {
+        if (outcome === "proposed")
+            return ref;
+        return (outcome.confirm ? finance.confirm(ref, outcome.by) : finance.reject(ref, outcome.by)).ref;
+    };
+    /** As much of the payment as the invoice still has open; nothing when it is already covered. */
+    const settled = (reference, amount, currency) => {
+        const invoice = finance.invoice(reference);
+        const units = Math.min(minorUnits(amount, currency), minorUnits(invoice.open, invoice.currency));
+        return units > 0 ? [{ invoice: invoice.ref, amount: formatDecimal(units, scaleOf(currency)) }] : [];
+    };
+    return (entry, by, outcome) => {
+        const { payment } = entry;
+        const amount = entryAmount(payment);
+        const project = entry.project ?? (payment.counterparty?.startsWith("project:") ? payment.counterparty : undefined);
+        const written = {
+            by,
+            ...(project === undefined ? {} : { project }),
+            ...(by === "owner" ? {} : { source: "agent", reason: entry.statement ?? paymentTitle(entry) }),
+            evidence: entry.evidence,
+        };
+        const counterparty = party(payment);
+        if (payment.state === "cancelled") {
+            if (entry.supersedes === undefined)
+                return refuse("a cancelled payment names the invoice it cancels", "finance.ref");
+            if (outcome === "proposed" || !outcome.confirm)
+                return entry.supersedes;
+            if (outcome.by !== "owner")
+                throw new CliError("permission_error", "only the owner voids an invoice", { reason: "finance.owner-only" });
+            return finance.voidInvoice(entry.supersedes, "owner").ref;
+        }
+        if (payment.state === "expected") {
+            if (counterparty === null)
+                return refuse("an expected payment is an invoice, which names a person: or organization:", "finance.party");
+            const invoice = finance.addInvoice({
+                ...written,
+                direction: payment.direction === "to_us" ? "receivable" : "payable",
+                counterparty,
+                currency: payment.currency,
+                ...(payment.due_at === null ? {} : { dueDate: payment.due_at }),
+                lines: [{ description: (payment.item ?? entry.statement ?? paymentTitle(entry)).slice(0, 500), amount }],
+            });
+            return decided(invoice.ref, outcome);
+        }
+        const settles = entry.supersedes === undefined ? [] : settled(entry.supersedes, amount, payment.currency);
+        const made = finance.addPayment({
+            ...written,
+            direction: payment.direction === "to_us" ? "in" : "out",
+            ...(counterparty === null
+                ? {}
+                : payment.direction === "to_us"
+                    ? { payer: counterparty }
+                    : { payee: counterparty }),
+            amount,
+            currency: payment.currency,
+            date: payment.paid_at ?? payment.due_at ?? today(),
+            ...(payment.item === null ? {} : { reference: payment.item }),
+            allocations: settles,
+        });
+        return decided(made.ref, outcome);
+    };
+};

package/dist/store/sqlite/payment-facts.d.ts

@@ -0,0 +1,12 @@
+import type { StoreContext } from "./open.js";
+/** Set by store version 46 and deleted once the move ran. */
+export declare const PAYMENT_FACTS_TO_MOVE = "payment_facts_to_move";
+/**
+ * Moves the payment facts store versions 44–45 took into `store.finance`, as a payment finding is recorded now: a
+ * paid one a payment, an expected one an invoice, a cancelled one voids the invoice it supersedes. An accepted fact
+ * becomes a confirmed row and a proposed one stays proposed; a rejected one, or one a correction superseded, is
+ * rejected. An expected fact that a payment or a cancellation superseded held until then, so its invoice is
+ * confirmed and the payment settles it. What cannot be a row (no party for an invoice, a pending cancellation, an
+ * owner's fact that no longer holds) stays a `statement` fact with the fields under `metadata.retired_payment`.
+ */
+export declare const movePaymentFacts: (context: StoreContext) => number;

package/dist/store/sqlite/payment-facts.js

@@ -0,0 +1,92 @@
+import { validatePayment } from "../../meetings/index.js";
+import { dropLinksOf, evidenceOf, keepHighestId } from "./memories.js";
+import { paymentEntriesOver } from "./payment-entries.js";
+import { write } from "./transaction.js";
+/** Set by store version 46 and deleted once the move ran. */
+export const PAYMENT_FACTS_TO_MOVE = "payment_facts_to_move";
+const paymentOf = (metadata) => {
+    try {
+        return validatePayment(JSON.parse(String(metadata)).payment);
+    }
+    catch {
+        return undefined;
+    }
+};
+/**
+ * Moves the payment facts store versions 44–45 took into `store.finance`, as a payment finding is recorded now: a
+ * paid one a payment, an expected one an invoice, a cancelled one voids the invoice it supersedes. An accepted fact
+ * becomes a confirmed row and a proposed one stays proposed; a rejected one, or one a correction superseded, is
+ * rejected. An expected fact that a payment or a cancellation superseded held until then, so its invoice is
+ * confirmed and the payment settles it. What cannot be a row (no party for an invoice, a pending cancellation, an
+ * owner's fact that no longer holds) stays a `statement` fact with the fields under `metadata.retired_payment`.
+ */
+export const movePaymentFacts = (context) => {
+    const { database, now } = context;
+    if (!database.prepare("SELECT 1 AS found FROM store_settings WHERE key = ?").get(PAYMENT_FACTS_TO_MOVE))
+        return 0;
+    const record = paymentEntriesOver(context);
+    return write(database, () => {
+        const rows = database
+            .prepare("SELECT f.*, b.name AS bot_name, b.kind AS bot_kind FROM facts f " +
+            "LEFT JOIN bots b ON f.author_type = 'bot' AND b.id = f.author_id WHERE f.type = 'payment' ORDER BY f.id")
+            .all();
+        const nextState = (id) => paymentOf(database
+            .prepare("SELECT metadata FROM facts WHERE supersedes_id = ? AND type = 'payment' ORDER BY id DESC LIMIT 1")
+            .get(id)?.metadata)?.state;
+        const outcomeOf = (row, payment) => {
+            if (row.status === "proposed")
+                return "proposed";
+            if (row.status === "accepted")
+                return { confirm: true, by: "owner" };
+            const settled = row.status === "superseded" && payment.state === "expected" && nextState(Number(row.id));
+            return { confirm: settled === "paid" || settled === "cancelled", by: "owner" };
+        };
+        const moved = new Map();
+        for (const row of rows) {
+            const id = Number(row.id);
+            const payment = paymentOf(row.metadata);
+            if (!payment)
+                continue;
+            const by = row.author_type === "bot" && row.bot_name != null
+                ? {
+                    bot: String(row.bot_name),
+                    kind: row.bot_kind === "rule" ? "rule" : "agent",
+                    ...(row.model == null ? {} : { model: String(row.model) }),
+                }
+                : "owner";
+            const outcome = outcomeOf(row, payment);
+            const holds = outcome !== "proposed" && outcome.confirm;
+            if ((by === "owner" && !holds) || (payment.state === "cancelled" && !holds))
+                continue;
+            const target = row.supersedes_id == null ? undefined : moved.get(Number(row.supersedes_id));
+            const entry = {
+                payment,
+                statement: String(row.statement),
+                ...(row.project_id == null ? {} : { project: `project:${row.project_id}` }),
+                evidence: evidenceOf(context, { type: "fact", id }),
+                ...(payment.state !== "expected" && target?.startsWith("invoice:") ? { supersedes: target } : {}),
+            };
+            try {
+                moved.set(id, write(database, () => record(entry, by, by === "owner" ? "proposed" : outcome)));
+            }
+            catch {
+                // Kept below as a statement: an unknown currency or a party that is gone is no reason to lose the fact.
+            }
+        }
+        if (moved.size)
+            keepHighestId(database, "facts", now());
+        for (const id of moved.keys()) {
+            database.prepare("UPDATE facts SET supersedes_id = NULL WHERE supersedes_id = ?").run(id);
+            dropLinksOf(database, { type: "fact", id });
+            database.prepare("DELETE FROM links WHERE from_type = 'fact' AND from_id = ?").run(id);
+            database.prepare("DELETE FROM taggings WHERE taggable_type = 'fact' AND taggable_id = ?").run(id);
+            database.prepare("DELETE FROM facts WHERE id = ?").run(id);
+        }
+        database
+            .prepare("UPDATE facts SET type = 'statement', updated_at = ?, metadata = json_remove(json_set(coalesce(metadata, '{}'), " +
+            "'$.retired_payment', json(json_extract(metadata, '$.payment'))), '$.payment') WHERE type = 'payment'")
+            .run(now());
+        database.prepare("DELETE FROM store_settings WHERE key = ?").run(PAYMENT_FACTS_TO_MOVE);
+        return moved.size;
+    });
+};

package/dist/store/sqlite/project-transfer/snapshot.d.ts

@@ -5,7 +5,7 @@ export declare const projectAnnotationSnapshot: (database: CacheDatabase, projec
         format: "wirecat.project-annotations";
         facts: {
             ref: string;
-            type: "decision" | "fact" | "payment" | "promise" | "question" | "statement";
+            type: "decision" | "fact" | "promise" | "question" | "statement";
             statement: string;
             status: "accepted" | "proposed" | "rejected" | "reversed" | "superseded";
             subject: string | null;

package/dist/store/sqlite/ref-summaries.js

@@ -1,3 +1,4 @@
+import { invoiceLine, paymentLine } from "../../domain/finance.js";
 import { filesAccountSql, providerLabel, providerNamed } from "../../domain/providers.js";
 import { oneLine } from "../../domain/ref-summaries.js";
 import { formatReference, parseReference } from "../../domain/references.js";
@@ -181,6 +182,23 @@ const READERS = {
         body: bodyOr(body, "x.statement"),
     })),
     bot: byId("bot", "bots", () => ({ title: "x.name" })),
+    // Money is formatted with its currency's scale in JS, so SQL hands `titleOf` the fields as JSON.
+    invoice: byId("invoice", "invoices", () => ({
+        title: "json_object('id', x.id, 'number', x.number, 'direction', x.direction, 'total', x.total, " +
+            `'currency', x.currency, 'counterpartyName', ${subjectName("x.counterparty_type", "x.counterparty_id")}, ` +
+            "'dueDate', x.due_date, 'status', x.status, 'review', x.review)",
+        holder: "(SELECT name FROM projects WHERE id = x.project_id)",
+        at: "x.created_at",
+        deleted: "x.deleted_at",
+    })),
+    payment: byId("payment", "payments", () => ({
+        title: "json_object('direction', x.direction, 'amount', x.amount, 'currency', x.currency, 'partyName', " +
+            `CASE x.direction WHEN 'in' THEN ${subjectName("x.payer_type", "x.payer_id")} ` +
+            `ELSE ${subjectName("x.payee_type", "x.payee_id")} END, 'date', x.payment_date, 'review', x.review)`,
+        holder: "(SELECT name FROM projects WHERE id = x.project_id)",
+        at: "x.created_at",
+        deleted: "x.deleted_at",
+    })),
 };
 /** Mail saved before the mail tables existed is still messages, so a miss there is read again as a message. */
 const FALLBACK = { email: "message", email_thread: "chat" };
@@ -262,6 +280,17 @@ const refOfAccount = (reference) => reference.type === "message" || reference.ty
     : reference.type === "contact"
         ? { provider: reference.provider, account: null }
         : { provider: null, account: null };
+/** A summary never throws: fields that no longer parse, after `flat` made them one line, read as no title. */
+const fieldsOf = (json, line) => {
+    if (json === null)
+        return null;
+    try {
+        return line(JSON.parse(json));
+    }
+    catch {
+        return null;
+    }
+};
 const titleOf = (kind, reference, found) => {
     switch (kind) {
         case "message": {
@@ -271,6 +300,10 @@ const titleOf = (kind, reference, found) => {
         case "memory":
         case "fact":
             return cut(found.title, MEMORY_TITLE_CHARS);
+        case "invoice":
+            return fieldsOf(found.title, invoiceLine);
+        case "payment":
+            return fieldsOf(found.title, paymentLine);
         case "folder":
             return reference.type === "folder" && reference.path !== null && found.title !== null
                 ? `${found.title}/${reference.path}`