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mrp/server/src/modules/sales/service.ts

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import type {
SalesCustomerOptionDto,
SalesDocumentDetailDto,
SalesDocumentInput,
SalesDocumentStatus,
SalesDocumentSummaryDto,
SalesDocumentType,
SalesLineInput,
} from "@mrp/shared/dist/sales/types.js";
import { prisma } from "../../lib/prisma.js";
type SalesLineRecord = {
id: string;
description: string;
quantity: number;
unitOfMeasure: string;
unitPrice: number;
position: number;
item: {
id: string;
sku: string;
name: string;
};
};
type SalesDocumentRecord = {
id: string;
documentNumber: string;
status: string;
issueDate: Date;
expiresAt?: Date | null;
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discountPercent: number;
taxPercent: number;
freightAmount: number;
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notes: string;
createdAt: Date;
updatedAt: Date;
customer: {
id: string;
name: string;
email: string;
};
lines: SalesLineRecord[];
};
const documentConfig = {
QUOTE: {
prefix: "Q",
findMany: (prisma as any).salesQuote.findMany.bind((prisma as any).salesQuote),
findUnique: (prisma as any).salesQuote.findUnique.bind((prisma as any).salesQuote),
create: (prisma as any).salesQuote.create.bind((prisma as any).salesQuote),
update: (prisma as any).salesQuote.update.bind((prisma as any).salesQuote),
count: (prisma as any).salesQuote.count.bind((prisma as any).salesQuote),
},
ORDER: {
prefix: "SO",
findMany: (prisma as any).salesOrder.findMany.bind((prisma as any).salesOrder),
findUnique: (prisma as any).salesOrder.findUnique.bind((prisma as any).salesOrder),
create: (prisma as any).salesOrder.create.bind((prisma as any).salesOrder),
update: (prisma as any).salesOrder.update.bind((prisma as any).salesOrder),
count: (prisma as any).salesOrder.count.bind((prisma as any).salesOrder),
},
} as const;
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function roundMoney(value: number) {
return Math.round(value * 100) / 100;
}
function calculateTotals(subtotal: number, discountPercent: number, taxPercent: number, freightAmount: number) {
const normalizedSubtotal = roundMoney(subtotal);
const normalizedDiscountPercent = Number.isFinite(discountPercent) ? discountPercent : 0;
const normalizedTaxPercent = Number.isFinite(taxPercent) ? taxPercent : 0;
const normalizedFreight = roundMoney(Number.isFinite(freightAmount) ? freightAmount : 0);
const discountAmount = roundMoney(normalizedSubtotal * (normalizedDiscountPercent / 100));
const taxableSubtotal = roundMoney(normalizedSubtotal - discountAmount);
const taxAmount = roundMoney(taxableSubtotal * (normalizedTaxPercent / 100));
const total = roundMoney(taxableSubtotal + taxAmount + normalizedFreight);
return {
subtotal: normalizedSubtotal,
discountPercent: normalizedDiscountPercent,
discountAmount,
taxPercent: normalizedTaxPercent,
taxAmount,
freightAmount: normalizedFreight,
total,
};
}
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function normalizeLines(lines: SalesLineInput[]) {
return lines
.map((line, index) => ({
itemId: line.itemId,
description: line.description.trim(),
quantity: Number(line.quantity),
unitOfMeasure: line.unitOfMeasure,
unitPrice: Number(line.unitPrice),
position: line.position ?? (index + 1) * 10,
}))
.filter((line) => line.itemId.trim().length > 0);
}
async function validateLines(lines: SalesLineInput[]) {
const normalized = normalizeLines(lines);
if (normalized.length === 0) {
return { ok: false as const, reason: "At least one line item is required." };
}
if (normalized.some((line) => !Number.isInteger(line.quantity) || line.quantity <= 0)) {
return { ok: false as const, reason: "Line quantity must be a whole number greater than zero." };
}
if (normalized.some((line) => Number.isNaN(line.unitPrice) || line.unitPrice < 0)) {
return { ok: false as const, reason: "Unit price must be zero or greater." };
}
const itemIds = [...new Set(normalized.map((line) => line.itemId))];
const items = await prisma.inventoryItem.findMany({
where: { id: { in: itemIds } },
select: { id: true },
});
if (items.length !== itemIds.length) {
return { ok: false as const, reason: "One or more sales lines reference an invalid inventory item." };
}
return { ok: true as const, lines: normalized };
}
function mapDocument(record: SalesDocumentRecord): SalesDocumentDetailDto {
const lines = record.lines
.slice()
.sort((left, right) => left.position - right.position)
.map((line) => ({
id: line.id,
itemId: line.item.id,
itemSku: line.item.sku,
itemName: line.item.name,
description: line.description,
quantity: line.quantity,
unitOfMeasure: line.unitOfMeasure as SalesDocumentDetailDto["lines"][number]["unitOfMeasure"],
unitPrice: line.unitPrice,
lineTotal: line.quantity * line.unitPrice,
position: line.position,
}));
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const totals = calculateTotals(
lines.reduce((sum, line) => sum + line.lineTotal, 0),
record.discountPercent,
record.taxPercent,
record.freightAmount
);
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return {
id: record.id,
documentNumber: record.documentNumber,
customerId: record.customer.id,
customerName: record.customer.name,
customerEmail: record.customer.email,
status: record.status as SalesDocumentStatus,
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subtotal: totals.subtotal,
discountPercent: totals.discountPercent,
discountAmount: totals.discountAmount,
taxPercent: totals.taxPercent,
taxAmount: totals.taxAmount,
freightAmount: totals.freightAmount,
total: totals.total,
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issueDate: record.issueDate.toISOString(),
expiresAt: "expiresAt" in record && record.expiresAt ? record.expiresAt.toISOString() : null,
notes: record.notes,
createdAt: record.createdAt.toISOString(),
updatedAt: record.updatedAt.toISOString(),
lineCount: lines.length,
lines,
};
}
async function nextDocumentNumber(type: SalesDocumentType) {
const next = (await documentConfig[type].count()) + 1;
return `${documentConfig[type].prefix}-${String(next).padStart(5, "0")}`;
}
function buildInclude(type: SalesDocumentType) {
const base = {
customer: {
select: {
id: true,
name: true,
email: true,
},
},
};
if (type === "QUOTE") {
return {
...base,
lines: {
include: {
item: {
select: {
id: true,
sku: true,
name: true,
},
},
},
orderBy: [{ position: "asc" }, { createdAt: "asc" }],
},
};
}
return {
...base,
lines: {
include: {
item: {
select: {
id: true,
sku: true,
name: true,
},
},
},
orderBy: [{ position: "asc" }, { createdAt: "asc" }],
},
};
}
export async function listSalesCustomerOptions(): Promise<SalesCustomerOptionDto[]> {
const customers = await prisma.customer.findMany({
where: {
status: {
not: "INACTIVE",
},
},
select: {
id: true,
name: true,
email: true,
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resellerDiscountPercent: true,
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},
orderBy: [{ name: "asc" }],
});
return customers;
}
export async function listSalesDocuments(type: SalesDocumentType, filters: { q?: string; status?: SalesDocumentStatus } = {}) {
const query = filters.q?.trim();
const records = await documentConfig[type].findMany({
where: {
...(filters.status ? { status: filters.status } : {}),
...(query
? {
OR: [
{ documentNumber: { contains: query } },
{ customer: { name: { contains: query } } },
],
}
: {}),
},
include: buildInclude(type),
orderBy: [{ issueDate: "desc" }, { createdAt: "desc" }],
});
return records.map((record: unknown) => {
const detail = mapDocument(record as SalesDocumentRecord);
const summary: SalesDocumentSummaryDto = {
id: detail.id,
documentNumber: detail.documentNumber,
customerId: detail.customerId,
customerName: detail.customerName,
status: detail.status,
subtotal: detail.subtotal,
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discountPercent: detail.discountPercent,
discountAmount: detail.discountAmount,
taxPercent: detail.taxPercent,
taxAmount: detail.taxAmount,
freightAmount: detail.freightAmount,
total: detail.total,
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issueDate: detail.issueDate,
updatedAt: detail.updatedAt,
lineCount: detail.lineCount,
};
return summary;
});
}
export async function getSalesDocumentById(type: SalesDocumentType, documentId: string) {
const record = await documentConfig[type].findUnique({
where: { id: documentId },
include: buildInclude(type),
});
return record ? mapDocument(record as SalesDocumentRecord) : null;
}
export async function createSalesDocument(type: SalesDocumentType, payload: SalesDocumentInput) {
const validatedLines = await validateLines(payload.lines);
if (!validatedLines.ok) {
return { ok: false as const, reason: validatedLines.reason };
}
const customer = await prisma.customer.findUnique({
where: { id: payload.customerId },
select: { id: true },
});
if (!customer) {
return { ok: false as const, reason: "Customer was not found." };
}
const documentNumber = await nextDocumentNumber(type);
const created = await documentConfig[type].create({
data: {
documentNumber,
customerId: payload.customerId,
status: payload.status,
issueDate: new Date(payload.issueDate),
...(type === "QUOTE" ? { expiresAt: payload.expiresAt ? new Date(payload.expiresAt) : null } : {}),
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discountPercent: payload.discountPercent,
taxPercent: payload.taxPercent,
freightAmount: payload.freightAmount,
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notes: payload.notes,
lines: {
create: validatedLines.lines,
},
},
select: { id: true },
});
const detail = await getSalesDocumentById(type, created.id);
return detail ? { ok: true as const, document: detail } : { ok: false as const, reason: "Unable to load saved document." };
}
export async function updateSalesDocument(type: SalesDocumentType, documentId: string, payload: SalesDocumentInput) {
const existing = await documentConfig[type].findUnique({
where: { id: documentId },
select: { id: true },
});
if (!existing) {
return { ok: false as const, reason: "Sales document was not found." };
}
const validatedLines = await validateLines(payload.lines);
if (!validatedLines.ok) {
return { ok: false as const, reason: validatedLines.reason };
}
const customer = await prisma.customer.findUnique({
where: { id: payload.customerId },
select: { id: true },
});
if (!customer) {
return { ok: false as const, reason: "Customer was not found." };
}
await documentConfig[type].update({
where: { id: documentId },
data: {
customerId: payload.customerId,
status: payload.status,
issueDate: new Date(payload.issueDate),
...(type === "QUOTE" ? { expiresAt: payload.expiresAt ? new Date(payload.expiresAt) : null } : {}),
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discountPercent: payload.discountPercent,
taxPercent: payload.taxPercent,
freightAmount: payload.freightAmount,
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notes: payload.notes,
lines: {
deleteMany: {},
create: validatedLines.lines,
},
},
select: { id: true },
});
const detail = await getSalesDocumentById(type, documentId);
return detail ? { ok: true as const, document: detail } : { ok: false as const, reason: "Unable to load saved document." };
}
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export async function updateSalesDocumentStatus(type: SalesDocumentType, documentId: string, status: SalesDocumentStatus) {
const existing = await documentConfig[type].findUnique({
where: { id: documentId },
select: { id: true },
});
if (!existing) {
return { ok: false as const, reason: "Sales document was not found." };
}
await documentConfig[type].update({
where: { id: documentId },
data: { status },
select: { id: true },
});
const detail = await getSalesDocumentById(type, documentId);
return detail ? { ok: true as const, document: detail } : { ok: false as const, reason: "Unable to load updated document." };
}
export async function convertQuoteToSalesOrder(quoteId: string) {
const quote = await documentConfig.QUOTE.findUnique({
where: { id: quoteId },
include: buildInclude("QUOTE"),
});
if (!quote) {
return { ok: false as const, reason: "Quote was not found." };
}
const mappedQuote = mapDocument(quote as SalesDocumentRecord);
const nextOrderNumber = await nextDocumentNumber("ORDER");
const created = await documentConfig.ORDER.create({
data: {
documentNumber: nextOrderNumber,
customerId: mappedQuote.customerId,
status: "DRAFT",
issueDate: new Date(),
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discountPercent: mappedQuote.discountPercent,
taxPercent: mappedQuote.taxPercent,
freightAmount: mappedQuote.freightAmount,
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notes: mappedQuote.notes ? `Converted from ${mappedQuote.documentNumber}\n\n${mappedQuote.notes}` : `Converted from ${mappedQuote.documentNumber}`,
lines: {
create: mappedQuote.lines.map((line) => ({
itemId: line.itemId,
description: line.description,
quantity: line.quantity,
unitOfMeasure: line.unitOfMeasure,
unitPrice: line.unitPrice,
position: line.position,
})),
},
},
select: { id: true },
});
const order = await getSalesDocumentById("ORDER", created.id);
return order ? { ok: true as const, document: order } : { ok: false as const, reason: "Unable to load converted sales order." };
}