Files
accounted/lib/tax/deadline-generator.ts
T
2026-02-24 10:02:13 +01:00

271 lines
7.6 KiB
TypeScript

/**
* Deadline generator - creates tax deadlines based on company settings
*/
import { SupabaseClient } from '@supabase/supabase-js'
import { createLogger } from '@/lib/logger'
import type { TaxDeadlineType, DeadlineStatus, CreateDeadlineInput } from '@/types'
const log = createLogger('deadline-generator')
import {
TAX_DEADLINE_CONFIGS,
getApplicableDeadlineConfigs,
type CompanySettingsForDeadlines,
type DeadlineInstance,
} from './deadline-config'
import { adjustDeadlineToNextBankingDay } from './swedish-holidays'
/**
* Fields in company_settings that affect tax deadline generation
*/
export const TAX_RELEVANT_FIELDS = [
'entity_type',
'moms_period',
'f_skatt',
'vat_registered',
'pays_salaries',
'fiscal_year_start_month',
] as const
/**
* Check if any tax-relevant fields changed
*/
export function didTaxFieldsChange(
oldSettings: Partial<CompanySettingsForDeadlines>,
newSettings: Partial<CompanySettingsForDeadlines>
): boolean {
for (const field of TAX_RELEVANT_FIELDS) {
if (oldSettings[field] !== newSettings[field]) {
return true
}
}
return false
}
/**
* Format date to YYYY-MM-DD
*/
function formatDateISO(date: Date): string {
const year = date.getFullYear()
const month = String(date.getMonth() + 1).padStart(2, '0')
const day = String(date.getDate()).padStart(2, '0')
return `${year}-${month}-${day}`
}
/**
* Generate all tax deadlines for a user based on their company settings
*/
export async function generateTaxDeadlinesForUser(
supabase: SupabaseClient,
userId: string,
settings: CompanySettingsForDeadlines,
years: number[] = []
): Promise<{ created: number; deleted: number }> {
// Default to current and next year if not specified
if (years.length === 0) {
const currentYear = new Date().getFullYear()
years = [currentYear, currentYear + 1]
}
// Get applicable deadline configs based on settings
const applicableConfigs = getApplicableDeadlineConfigs(settings)
// Delete existing system-generated deadlines for these years
const startDate = `${Math.min(...years)}-01-01`
const endDate = `${Math.max(...years)}-12-31`
const { data: deletedData, error: deleteError } = await supabase
.from('deadlines')
.delete()
.eq('user_id', userId)
.eq('source', 'system')
.gte('due_date', startDate)
.lte('due_date', endDate)
.select('id')
if (deleteError) {
log.error('Error deleting existing deadlines:', deleteError)
throw deleteError
}
const deletedCount = deletedData?.length || 0
// Generate new deadlines
const deadlines: Array<{
user_id: string
title: string
due_date: string
deadline_type: 'tax'
priority: 'critical' | 'important' | 'normal'
is_completed: boolean
source: 'system'
status: DeadlineStatus
tax_deadline_type: TaxDeadlineType
tax_period: string
linked_report_type: string | null
linked_report_period: Record<string, unknown> | null
reminder_offsets: number[]
is_auto_generated: boolean
}> = []
for (const config of applicableConfigs) {
for (const year of years) {
const instances = config.generateDates(year, settings)
for (const instance of instances) {
// Create the raw deadline date
const rawDate = new Date(instance.year, instance.month, instance.day)
// Adjust for banking days (skip weekends and holidays)
const adjustedDate = adjustDeadlineToNextBankingDay(rawDate)
const dueDate = formatDateISO(adjustedDate)
// Skip if the deadline is in the past
const today = new Date()
today.setHours(0, 0, 0, 0)
if (adjustedDate < today) {
continue
}
// Determine initial status based on days until deadline
const daysUntil = Math.ceil((adjustedDate.getTime() - today.getTime()) / (1000 * 60 * 60 * 24))
const status: DeadlineStatus = daysUntil <= 14 ? 'action_needed' : 'upcoming'
// Generate title from template
const title = config.titleTemplate.replace('{periodLabel}', instance.periodLabel)
// Create linked report period data
const linkedReportPeriod = createLinkedReportPeriod(instance, config.type)
deadlines.push({
user_id: userId,
title,
due_date: dueDate,
deadline_type: 'tax',
priority: config.priority,
is_completed: false,
source: 'system',
status,
tax_deadline_type: config.type,
tax_period: instance.period,
linked_report_type: config.linkedReportType,
linked_report_period: linkedReportPeriod,
reminder_offsets: [14, 7, 1, 0],
is_auto_generated: true,
})
}
}
}
// Insert new deadlines
if (deadlines.length > 0) {
const { error: insertError } = await supabase
.from('deadlines')
.insert(deadlines)
if (insertError) {
log.error('Error inserting deadlines:', insertError)
throw insertError
}
}
return {
created: deadlines.length,
deleted: deletedCount,
}
}
/**
* Create linked report period object for navigation
*/
function createLinkedReportPeriod(
instance: DeadlineInstance,
type: TaxDeadlineType
): Record<string, unknown> | null {
const period = instance.period
// Parse the period string
if (period.includes('-Q')) {
// Quarterly: "2025-Q1"
const [year, quarter] = period.split('-Q')
return { year: parseInt(year), quarter: parseInt(quarter) }
}
if (period.includes('-') && period.length === 7) {
// Monthly: "2025-01"
const [year, month] = period.split('-')
return { year: parseInt(year), month: parseInt(month) }
}
if (period.includes('/')) {
// Fiscal year: "2024/2025"
const [startYear, endYear] = period.split('/')
return { startYear: parseInt(startYear), endYear: parseInt(endYear) }
}
// Annual: "2025"
if (/^\d{4}$/.test(period)) {
return { year: parseInt(period) }
}
return null
}
/**
* Regenerate tax deadlines for a user after settings change
*/
export async function regenerateTaxDeadlinesForUser(
supabase: SupabaseClient,
userId: string,
newSettings: CompanySettingsForDeadlines
): Promise<{ created: number; deleted: number }> {
const currentYear = new Date().getFullYear()
return generateTaxDeadlinesForUser(supabase, userId, newSettings, [currentYear, currentYear + 1])
}
/**
* Generate tax deadlines for the new year (called by annual cron job)
*/
export async function generateNewYearDeadlines(
supabase: SupabaseClient
): Promise<{ usersProcessed: number; totalCreated: number }> {
const newYear = new Date().getFullYear()
// Fetch all users with company settings
const { data: allSettings, error } = await supabase
.from('company_settings')
.select('user_id, entity_type, moms_period, f_skatt, vat_registered, pays_salaries, fiscal_year_start_month')
if (error) {
log.error('Error fetching company settings:', error)
throw error
}
let usersProcessed = 0
let totalCreated = 0
for (const settings of allSettings || []) {
try {
const result = await generateTaxDeadlinesForUser(
supabase,
settings.user_id,
{
entity_type: settings.entity_type,
moms_period: settings.moms_period,
f_skatt: settings.f_skatt,
vat_registered: settings.vat_registered,
pays_salaries: settings.pays_salaries ?? false,
fiscal_year_start_month: settings.fiscal_year_start_month,
},
[newYear, newYear + 1]
)
usersProcessed++
totalCreated += result.created
} catch (err) {
log.error(`Error generating deadlines for user ${settings.user_id}:`, err)
}
}
return { usersProcessed, totalCreated }
}