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@accounter/server

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import { ExchangeProvider } from '../../../exchange-rates/providers/exchange.provider.js'; import { TaxCategoriesProvider } from '../../../financial-entities/providers/tax-categories.provider.js'; import { ledgerEntryFromMainTransaction } from '../../../ledger/helpers/common-charge-ledger.helper.js'; import { calculateExchangeRate } from '../../../ledger/helpers/exchange-ledger.helper.js'; import { generateMiscExpensesLedger } from '../../../ledger/helpers/misc-expenses-ledger.helper.js'; import { LedgerProvider } from '../../../ledger/providers/ledger.provider.js'; import { BankDepositTransactionsProvider } from '../../../transactions/providers/bank-deposit-transactions.provider.js'; import { TransactionsProvider } from '../../../transactions/providers/transactions.provider.js'; import { convertLedgerRecordToProto, storeInitialGeneratedRecords, } from '../../helpers/ledgrer-storage.helper.js'; import { getFinancialAccountTaxCategoryId, getLedgerBalanceInfo, LedgerError, ledgerProtoToRecordsConverter, updateLedgerBalanceByEntry, validateTransactionBasicVariables, } from '../../helpers/utils.helper.js'; export const generateLedgerRecordsForBankDeposit = async (charge, { insertLedgerRecordsIfNotExists }, context) => { const chargeId = charge.id; const { injector, adminContext: { defaultLocalCurrency, general: { taxCategories: { exchangeRateTaxCategoryId }, }, }, } = context; const errors = new Set(); try { // validate ledger records are balanced const ledgerBalance = new Map(); const transactionsPromise = injector .get(TransactionsProvider) .getTransactionsByChargeIDLoader.load(chargeId); const bankDepositTransactionsPromise = injector .get(BankDepositTransactionsProvider) .getDepositTransactionsByChargeId(chargeId); const [transactions, bankDepositTransactions] = await Promise.all([ transactionsPromise, bankDepositTransactionsPromise, ]); const entriesPromises = []; const financialAccountLedgerEntries = []; const interestLedgerEntries = []; const feeFinancialAccountLedgerEntries = []; let isWithdrawal = false; // generate ledger from transactions const [mainTransaction, interestTransactions] = transactions.reduce(([mainTransaction, interestTransactions], current) => { if (mainTransaction.id === current.id) { return [mainTransaction, interestTransactions]; } return Number(current.amount) > Number(mainTransaction.amount) ? [current, [mainTransaction, ...interestTransactions]] : [mainTransaction, [current, ...interestTransactions]]; }, [transactions[0], []]); if (Number(mainTransaction.amount) > 0) { isWithdrawal = true; } const mainTransactionPromise = async () => ledgerEntryFromMainTransaction(mainTransaction, context, chargeId, charge.owner_id, charge.business_id ?? undefined) .then(ledgerEntry => { financialAccountLedgerEntries.push(ledgerEntry); updateLedgerBalanceByEntry(ledgerEntry, ledgerBalance, context); }) .catch(e => { if (e instanceof LedgerError) { errors.add(e.message); } else { throw e; } }); // create a ledger record for fee transactions const interestTransactionsPromises = interestTransactions.map(async (transaction) => { // for each transaction, create a ledger record const { currency, valueDate, transactionBusinessId } = validateTransactionBasicVariables(transaction); const businessTaxCategory = await injector .get(TaxCategoriesProvider) .taxCategoryByBusinessAndOwnerIDsLoader.load({ businessId: transactionBusinessId, ownerId: charge.owner_id, }); if (!businessTaxCategory) { errors.add(`Business ID="${transactionBusinessId}" is missing tax category`); return; } let amount = Number(transaction.amount); let foreignAmount = undefined; if (currency !== defaultLocalCurrency) { // get exchange rate for currency const exchangeRate = await injector .get(ExchangeProvider) .getExchangeRates(currency, defaultLocalCurrency, valueDate); foreignAmount = amount; // calculate amounts in ILS: amount = exchangeRate * amount; } const accountTaxCategoryId = await getFinancialAccountTaxCategoryId(injector, transaction); const isCreditorCounterparty = amount > 0; const ledgerEntry = { id: transaction.id, invoiceDate: transaction.event_date, valueDate, currency, creditAccountID1: isCreditorCounterparty ? businessTaxCategory.id : accountTaxCategoryId, creditAmount1: foreignAmount ? Math.abs(foreignAmount) : undefined, localCurrencyCreditAmount1: Math.abs(amount), debitAccountID1: isCreditorCounterparty ? accountTaxCategoryId : businessTaxCategory.id, debitAmount1: foreignAmount ? Math.abs(foreignAmount) : undefined, localCurrencyDebitAmount1: Math.abs(amount), description: transaction.source_description ?? undefined, reference: transaction.source_id, isCreditorCounterparty, ownerId: charge.owner_id, currencyRate: transaction.currency_rate ? Number(transaction.currency_rate) : undefined, chargeId, }; interestLedgerEntries.push(ledgerEntry); updateLedgerBalanceByEntry(ledgerEntry, ledgerBalance, context); }); // generate ledger from misc expenses const expensesLedgerPromise = generateMiscExpensesLedger(charge, context).then(entries => { entries.map(entry => { entry.ownerId = charge.owner_id; feeFinancialAccountLedgerEntries.push(entry); updateLedgerBalanceByEntry(entry, ledgerBalance, context); }); }); entriesPromises.push(mainTransactionPromise(), ...interestTransactionsPromises, expensesLedgerPromise); await Promise.all(entriesPromises); const miscLedgerEntries = []; const miscLedgerEntriesPromise = async () => { // handle exchange rates if (isWithdrawal) { const mainLedgerEntry = financialAccountLedgerEntries[0]; if (!mainLedgerEntry) { throw new LedgerError('Main ledger entry not found'); } const depositTransactions = bankDepositTransactions.filter(t => Number(t.amount) < 0); if (depositTransactions.length !== 1) { if (depositTransactions.length === 0) { throw new LedgerError('Deposit transaction not found'); } throw new LedgerError('Multiple deposit transactions found'); } const mainBusinessBalance = mainTransaction.business_id ? ledgerBalance.get(mainTransaction.business_id) : undefined; const mainBusinessBalanceByCurrency = mainTransaction.currency === defaultLocalCurrency ? mainBusinessBalance?.amount : mainBusinessBalance?.foreignAmounts?.[mainTransaction.currency]?.foreign; const mainBusinessAbsBalance = mainBusinessBalanceByCurrency ? Math.abs(mainBusinessBalanceByCurrency) : undefined; const depositTransaction = depositTransactions[0]; const depositTransactionAmount = Math.abs(Number(depositTransaction.amount)); if (mainBusinessAbsBalance !== depositTransactionAmount || mainTransaction.currency !== depositTransaction.currency) { throw new LedgerError('Deposit transaction does not match the withdrawal transaction'); } const depositLedgerRecords = await injector .get(LedgerProvider) .getLedgerRecordsByChargesIdLoader.load(depositTransaction.charge_id); if (depositLedgerRecords.length !== 1) { if (depositLedgerRecords.length === 0) { throw new LedgerError('Deposit ledger record not found'); } throw new LedgerError('Multiple deposit ledger records found'); } const depositLedgerRecord = depositLedgerRecords[0]; if (Number.isNaN(depositLedgerRecord.credit_local_amount1)) { throw new LedgerError('Deposit ledger record has invalid local amount'); } if (depositLedgerRecord.debit_entity1) { updateLedgerBalanceByEntry(convertLedgerRecordToProto(depositLedgerRecord, context), ledgerBalance, context); } if (mainTransaction.currency !== defaultLocalCurrency) { const rawAmount = Number(depositLedgerRecord.credit_local_amount1) - mainLedgerEntry.localCurrencyCreditAmount1; const amount = Math.abs(rawAmount); const isCreditorCounterparty = rawAmount > 0; const mainAccountId = mainLedgerEntry.creditAccountID1; // validate exchange rate try { const exchangeAmount = calculateExchangeRate(mainLedgerEntry.creditAccountID1, [ ...financialAccountLedgerEntries, convertLedgerRecordToProto(depositLedgerRecord, context), ], defaultLocalCurrency); if ((!exchangeAmount && !!amount) || (exchangeAmount && Math.abs(exchangeAmount) !== amount)) { throw new LedgerError('Exchange rate error'); } } catch (e) { errors.add(e.message); } const exchangeLedgerEntry = { id: mainTransaction.id + '|fee', // NOTE: this field is dummy creditAccountID1: isCreditorCounterparty ? mainAccountId : exchangeRateTaxCategoryId, localCurrencyCreditAmount1: amount, debitAccountID1: isCreditorCounterparty ? exchangeRateTaxCategoryId : mainAccountId, localCurrencyDebitAmount1: amount, description: 'Exchange ledger record', isCreditorCounterparty, invoiceDate: mainLedgerEntry.valueDate, valueDate: mainLedgerEntry.valueDate, currency: defaultLocalCurrency, ownerId: mainLedgerEntry.ownerId, chargeId, }; miscLedgerEntries.push(exchangeLedgerEntry); updateLedgerBalanceByEntry(exchangeLedgerEntry, ledgerBalance, context); } } return; }; await miscLedgerEntriesPromise().catch(e => { if (e instanceof LedgerError) { errors.add(e.message); } else { throw e; } }); const records = [ ...financialAccountLedgerEntries, ...interestLedgerEntries, ...feeFinancialAccountLedgerEntries, ...miscLedgerEntries, ]; if (insertLedgerRecordsIfNotExists) { await storeInitialGeneratedRecords(charge, records, context); } const allowedUnbalancedBusinesses = new Set(); const mainLedgerEntry = financialAccountLedgerEntries[0]; if (!mainLedgerEntry.isCreditorCounterparty) { allowedUnbalancedBusinesses.add(mainLedgerEntry.debitAccountID1); } const ledgerBalanceInfo = await getLedgerBalanceInfo(context, ledgerBalance, errors, allowedUnbalancedBusinesses); return { records: ledgerProtoToRecordsConverter(records), charge, balance: ledgerBalanceInfo, errors: Array.from(errors), }; } catch (e) { return { __typename: 'CommonError', message: `Failed to generate ledger records for charge ID="${chargeId}"\n${e}`, }; } }; //# sourceMappingURL=bank-deposit-ledger-generation.resolver.js.map