Files
accounted/lib/core/bookkeeping/period-service.ts
T
2026-02-19 09:48:02 +01:00

236 lines
6.3 KiB
TypeScript

import { createClient } from '@/lib/supabase/server'
import { eventBus } from '@/lib/events'
import type { FiscalPeriod, PeriodStatus } from '@/types'
/**
* Lock a fiscal period — prevents new journal entries from being posted.
* Requires: period exists, belongs to user, not already locked/closed.
*/
export async function lockPeriod(
userId: string,
fiscalPeriodId: string
): Promise<FiscalPeriod> {
const supabase = await createClient()
// Fetch period
const { data: period, error: fetchError } = await supabase
.from('fiscal_periods')
.select('*')
.eq('id', fiscalPeriodId)
.eq('user_id', userId)
.single()
if (fetchError || !period) {
throw new Error('Fiscal period not found')
}
if (period.is_closed) {
throw new Error('Period is already closed')
}
if (period.locked_at) {
throw new Error('Period is already locked')
}
const { data: updated, error: updateError } = await supabase
.from('fiscal_periods')
.update({ locked_at: new Date().toISOString() })
.eq('id', fiscalPeriodId)
.eq('user_id', userId)
.select()
.single()
if (updateError || !updated) {
throw new Error(`Failed to lock period: ${updateError?.message}`)
}
const result = updated as FiscalPeriod
await eventBus.emit({
type: 'period.locked',
payload: { period: result, userId },
})
return result
}
/**
* Close a fiscal period — marks it as permanently closed.
* Requires: period is locked AND closing_entry_id is set (year-end must run first).
*/
export async function closePeriod(
userId: string,
fiscalPeriodId: string
): Promise<FiscalPeriod> {
const supabase = await createClient()
const { data: period, error: fetchError } = await supabase
.from('fiscal_periods')
.select('*')
.eq('id', fiscalPeriodId)
.eq('user_id', userId)
.single()
if (fetchError || !period) {
throw new Error('Fiscal period not found')
}
if (period.is_closed) {
throw new Error('Period is already closed')
}
if (!period.locked_at) {
throw new Error('Period must be locked before closing')
}
if (!period.closing_entry_id) {
throw new Error('Year-end closing must be executed before closing the period')
}
const { data: updated, error: updateError } = await supabase
.from('fiscal_periods')
.update({
is_closed: true,
closed_at: new Date().toISOString(),
})
.eq('id', fiscalPeriodId)
.eq('user_id', userId)
.select()
.single()
if (updateError || !updated) {
throw new Error(`Failed to close period: ${updateError?.message}`)
}
return updated as FiscalPeriod
}
/**
* Create the next fiscal period following the current one.
* Computes dates based on the current period's length (handles brutet räkenskapsår).
* Sets previous_period_id for chain validation.
*/
export async function createNextPeriod(
userId: string,
currentPeriodId: string
): Promise<FiscalPeriod> {
const supabase = await createClient()
const { data: current, error: fetchError } = await supabase
.from('fiscal_periods')
.select('*')
.eq('id', currentPeriodId)
.eq('user_id', userId)
.single()
if (fetchError || !current) {
throw new Error('Current fiscal period not found')
}
// Check if next period already exists
const nextStart = new Date(current.period_end)
nextStart.setDate(nextStart.getDate() + 1)
const { data: existing } = await supabase
.from('fiscal_periods')
.select('id')
.eq('user_id', userId)
.eq('period_start', nextStart.toISOString().split('T')[0])
.maybeSingle()
if (existing) {
throw new Error('Next fiscal period already exists')
}
// Compute period length from current period to handle broken fiscal years
const currentStart = new Date(current.period_start)
const currentEnd = new Date(current.period_end)
// Calculate months difference
const monthsDiff =
(currentEnd.getFullYear() - currentStart.getFullYear()) * 12 +
(currentEnd.getMonth() - currentStart.getMonth())
// Next period end: add same number of months from next start, then go to end of that month
const nextEnd = new Date(nextStart)
nextEnd.setMonth(nextEnd.getMonth() + monthsDiff)
// Go to end of the month
nextEnd.setMonth(nextEnd.getMonth() + 1)
nextEnd.setDate(0)
const nextStartStr = nextStart.toISOString().split('T')[0]
const nextEndStr = nextEnd.toISOString().split('T')[0]
// Generate name: e.g. "FY 2025" or "FY 2025/2026"
const startYear = nextStart.getFullYear()
const endYear = nextEnd.getFullYear()
const name = startYear === endYear ? `FY ${startYear}` : `FY ${startYear}/${endYear}`
const { data: newPeriod, error: insertError } = await supabase
.from('fiscal_periods')
.insert({
user_id: userId,
name,
period_start: nextStartStr,
period_end: nextEndStr,
previous_period_id: currentPeriodId,
})
.select()
.single()
if (insertError || !newPeriod) {
throw new Error(`Failed to create next period: ${insertError?.message}`)
}
return newPeriod as FiscalPeriod
}
/**
* Get status summary for a fiscal period.
*/
export async function getPeriodStatus(
userId: string,
fiscalPeriodId: string
): Promise<PeriodStatus> {
const supabase = await createClient()
const { data: period, error: fetchError } = await supabase
.from('fiscal_periods')
.select('*')
.eq('id', fiscalPeriodId)
.eq('user_id', userId)
.single()
if (fetchError || !period) {
throw new Error('Fiscal period not found')
}
// Count draft entries in this period
const { count: draftCount } = await supabase
.from('journal_entries')
.select('id', { count: 'exact', head: true })
.eq('user_id', userId)
.eq('fiscal_period_id', fiscalPeriodId)
.eq('status', 'draft')
// Check if next period exists
const nextStart = new Date(period.period_end)
nextStart.setDate(nextStart.getDate() + 1)
const { data: nextPeriod } = await supabase
.from('fiscal_periods')
.select('id')
.eq('user_id', userId)
.eq('previous_period_id', fiscalPeriodId)
.maybeSingle()
return {
is_locked: !!period.locked_at,
is_closed: period.is_closed,
has_closing_entry: !!period.closing_entry_id,
has_opening_balances: period.opening_balances_set,
draft_count: draftCount ?? 0,
next_period_exists: !!nextPeriod,
}
}