UNPKG

@accounter/server

Version:
255 lines • 13.2 kB
import { AdminContextProvider } from '../../../admin-context/providers/admin-context.provider.js'; import { ExchangeProvider } from '../../../exchange-rates/providers/exchange.provider.js'; import { TransactionsProvider } from '../../../transactions/providers/transactions.provider.js'; import { conversionFeeCalculator } from '../../helpers/conversion-charge-ledger.helper.js'; import { isSupplementalFeeTransaction, splitFeeTransactions, } from '../../helpers/fee-transactions.js'; import { storeInitialGeneratedRecords } from '../../helpers/ledgrer-storage.helper.js'; import { getFinancialAccountTaxCategoryId, getLedgerBalanceInfo, isTransactionsOppositeSign, LedgerError, ledgerProtoToRecordsConverter, updateLedgerBalanceByEntry, validateTransactionBasicVariables, } from '../../helpers/utils.helper.js'; export const generateLedgerRecordsForConversion = async (charge, { insertLedgerRecordsIfNotExists }, { injector }) => { const { defaultLocalCurrency, general: { taxCategories: { feeTaxCategoryId, exchangeRevaluationTaxCategoryId }, }, financialAccounts, } = await injector.get(AdminContextProvider).getVerifiedAdminContext(); const chargeId = charge.id; const errors = new Set(); try { // validate ledger records are balanced const ledgerBalance = new Map(); // generate ledger from transactions const mainFinancialAccountLedgerEntries = []; const feeFinancialAccountLedgerEntries = []; const miscLedgerEntries = []; let baseEntry = undefined; let quoteEntry = undefined; // Get all transactions const transactions = await injector .get(TransactionsProvider) .transactionsByChargeIDLoader.load(chargeId); const { mainTransactions, feeTransactions } = splitFeeTransactions(transactions); if (mainTransactions.length !== 2) { errors.add(`Conversion Charge must include two main transactions`); } try { if (!isTransactionsOppositeSign(mainTransactions)) { errors.add(`Conversion Charge must include two main transactions with opposite sign`); } } catch (e) { if (e instanceof LedgerError) { errors.add(e.message); } else { throw e; } } // for each transaction, create a ledger record const mainTransactionsPromises = mainTransactions.map(async (transaction) => { try { const { currency, valueDate } = validateTransactionBasicVariables(transaction); 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, ...(isCreditorCounterparty ? { debitAccountID1: accountTaxCategoryId, } : { creditAccountID1: accountTaxCategoryId, }), creditAmount1: foreignAmount ? Math.abs(foreignAmount) : undefined, localCurrencyCreditAmount1: Math.abs(amount), debitAmount1: foreignAmount ? Math.abs(foreignAmount) : undefined, localCurrencyDebitAmount1: Math.abs(amount), description: transaction.source_description ?? undefined, reference: transaction.origin_key, isCreditorCounterparty, ownerId: charge.owner_id, currencyRate: transaction.currency_rate ? Number(transaction.currency_rate) : undefined, chargeId, }; mainFinancialAccountLedgerEntries.push(ledgerEntry); updateLedgerBalanceByEntry(ledgerEntry, ledgerBalance, defaultLocalCurrency); } catch (e) { if (e instanceof LedgerError) { errors.add(e.message); } else { throw e; } } }); await Promise.all(mainTransactionsPromises); for (const entry of mainFinancialAccountLedgerEntries) { if (entry.isCreditorCounterparty) { quoteEntry = entry; } else { baseEntry = entry; } } if (!baseEntry || !quoteEntry) { errors.add(`Conversion Charge must include two main transactions`); } else { // create a ledger record for fee transactions for (const transaction of feeTransactions) { if (!transaction.is_fee) { continue; } try { const isSupplementalFee = isSupplementalFeeTransaction(transaction, financialAccounts); const { currency, valueDate, transactionBusinessId } = validateTransactionBasicVariables(transaction); let amount = Number(transaction.amount); if (amount === 0) { continue; } 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 isCreditorCounterparty = amount > 0; if (isSupplementalFee) { const financialAccountTaxCategoryId = await getFinancialAccountTaxCategoryId(injector, transaction); feeFinancialAccountLedgerEntries.push({ id: transaction.id, invoiceDate: transaction.event_date, valueDate, currency, creditAccountID1: isCreditorCounterparty ? feeTaxCategoryId : financialAccountTaxCategoryId, creditAmount1: foreignAmount ? Math.abs(foreignAmount) : undefined, localCurrencyCreditAmount1: Math.abs(amount), debitAccountID1: isCreditorCounterparty ? financialAccountTaxCategoryId : feeTaxCategoryId, debitAmount1: foreignAmount ? Math.abs(foreignAmount) : undefined, localCurrencyDebitAmount1: Math.abs(amount), description: transaction.source_description ?? undefined, reference: transaction.origin_key, isCreditorCounterparty, ownerId: charge.owner_id, currencyRate: transaction.currency_rate ? Number(transaction.currency_rate) : undefined, chargeId, }); } else { const businessTaxCategory = quoteEntry.debitAccountID1; if (!businessTaxCategory) { throw new LedgerError(`Quote ledger entry for charge ID=${chargeId} is missing Tax category`); } const ledgerEntry = { id: transaction.id, invoiceDate: transaction.event_date, valueDate, currency, creditAccountID1: isCreditorCounterparty ? feeTaxCategoryId : transactionBusinessId, creditAmount1: foreignAmount ? Math.abs(foreignAmount) : undefined, localCurrencyCreditAmount1: Math.abs(amount), debitAccountID1: isCreditorCounterparty ? transactionBusinessId : feeTaxCategoryId, debitAmount1: foreignAmount ? Math.abs(foreignAmount) : undefined, localCurrencyDebitAmount1: Math.abs(amount), description: transaction.source_description ?? undefined, reference: transaction.origin_key, isCreditorCounterparty: !isCreditorCounterparty, ownerId: charge.owner_id, currencyRate: transaction.currency_rate ? Number(transaction.currency_rate) : undefined, chargeId, }; feeFinancialAccountLedgerEntries.push(ledgerEntry); updateLedgerBalanceByEntry(ledgerEntry, ledgerBalance, defaultLocalCurrency); } } catch (e) { if (e instanceof LedgerError) { errors.add(e.message); } else { throw e; } } } // calculate conversion fee const [quoteRate, baseRate] = await Promise.all([quoteEntry.currency, baseEntry.currency].map(currency => injector .get(ExchangeProvider) .getExchangeRates(currency, defaultLocalCurrency, baseEntry.valueDate))); const directRate = quoteRate / baseRate; try { const conversionFeeInLocalAmount = conversionFeeCalculator(baseEntry, quoteEntry, directRate, defaultLocalCurrency); if (conversionFeeInLocalAmount !== 0) { const isDebitConversion = conversionFeeInLocalAmount >= 0; const ledgerEntry = { id: quoteEntry.id + '|revaluation', // NOTE: this field is dummy creditAccountID1: isDebitConversion ? exchangeRevaluationTaxCategoryId : undefined, localCurrencyCreditAmount1: Math.abs(conversionFeeInLocalAmount), debitAccountID1: isDebitConversion ? undefined : exchangeRevaluationTaxCategoryId, localCurrencyDebitAmount1: Math.abs(conversionFeeInLocalAmount), description: 'Exchange Revaluation', isCreditorCounterparty: true, invoiceDate: quoteEntry.invoiceDate, valueDate: quoteEntry.valueDate, currency: defaultLocalCurrency, reference: quoteEntry.reference, ownerId: quoteEntry.ownerId, chargeId, }; miscLedgerEntries.push(ledgerEntry); updateLedgerBalanceByEntry(ledgerEntry, ledgerBalance, defaultLocalCurrency); } } catch (e) { if (e instanceof LedgerError) { errors.add(e.message); } else { throw e; } } } const ledgerBalanceInfo = await getLedgerBalanceInfo(injector, ledgerBalance, errors); const records = [ ...mainFinancialAccountLedgerEntries, ...feeFinancialAccountLedgerEntries, ...miscLedgerEntries, ]; if (insertLedgerRecordsIfNotExists) { await storeInitialGeneratedRecords(charge.id, records, injector); } 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=conversion-ledger-generation.resolver.js.map