40227-vm/backend/docs/fee_plans.md
2026-06-10 18:27:19 +02:00

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# Fee Plans Backend
## Purpose
`fee_plans` is the per-organization catalogue of fee plans (billing schedules) that invoices can
reference. It is a generic-CRUD slice assembled from the shared factories; the backend is the
source of truth for fee-plan records.
## Slice Files (by layer)
- Route: `src/routes/fee_plans.ts``createCrudRouter(controller, { permission: 'fee_plans' })`.
- Controller: `src/api/controllers/fee_plans.controller.ts``createCrudController(service, { csvFields })`.
- Service (BLL): `src/services/fee_plans.ts``createCrudService(DbApi, { notFoundCode: 'fee_plansNotFound' })`.
- Repository (DAL): `src/db/api/fee_plans.ts` (`Fee_plansDBApi`) — entity-specific
`create`/`bulkImport`/`update`/`findBy`/`findAll`; `remove`/`deleteByIds`/`findAllAutocomplete`
delegate to `db/api/shared/repository.ts`.
- Model: `src/db/models/fee_plans.ts`.
- Shared used: CRUD factories (`services/shared/crud-service.ts`,
`api/controllers/shared/crud-controller.ts`, `api/http/crud-router.ts`), repository helpers
(`db/api/shared/repository.ts`), `shared/constants/pagination.ts` (`resolvePagination`).
## API
The standard generic-CRUD surface (all under `/api/fee_plans`, JWT + `${METHOD}_FEE_PLANS`
permission, all `200`) — see `backend-architecture.md` for the shared contract:
- `POST /` — body `{ data }`, returns `true`.
- `POST /bulk-import` — multipart CSV file, returns `true`.
- `PUT /:id` — body `{ data, id }` (the service reads the id from the **body**, not the path
param), returns `true`.
- `DELETE /:id` — returns `true`.
- `POST /deleteByIds` — body `{ data: string[] }`, returns `true`.
- `GET /` — query filters, returns `{ rows, count }`; `?filetype=csv` streams a CSV of `csvFields`.
- `GET /count` — returns `{ rows: [], count }`.
- `GET /autocomplete``?query&limit&offset`, returns `[{ id, label }]` where `label` is `name`.
- `GET /:id` — returns the record with eager associations (see Data Contract).
`csvFields`: `id`, `name`, `notes`, `total_amount`.
## Access Rules
- JWT required; the whole router is guarded by `checkCrudPermissions('fee_plans')`, deriving
`READ_FEE_PLANS` / `CREATE_FEE_PLANS` / `UPDATE_FEE_PLANS` / `DELETE_FEE_PLANS` per HTTP method.
- Access is granted by role permission or per-user `custom_permissions` (see `permissions.md`).
## Tenant Scope
- `findAll` scopes `where.organizationId` to `currentUser.organizationId`; a `globalAccess`
role clears the org filter (sees all tenants).
- `create` assigns the organization from `currentUser.organizationId`; `update` only reassigns
organization for `globalAccess` users (otherwise it stays the caller's org).
## Data Contract
Model columns (`paranoid`, soft-delete via `deletedAt`):
- `id` (UUID PK), `name`, `notes` (TEXT, nullable).
- `billing_cycle` — ENUM `one_time` | `monthly` | `termly` | `annual`.
- `total_amount` — DECIMAL.
- `active` — BOOLEAN, `allowNull: false`, default `false`.
- `importHash` (unique), `academic_yearId`, `organizationId`, `gradeId`, `createdById`,
`updatedById`, timestamps.
Associations: `belongsTo` organization, academic_year, grade, createdBy/updatedBy (users);
`hasMany` `invoices_fee_plan` (invoices). `findBy`/`GET /:id` eager-load `invoices_fee_plan`,
organization, academic_year, grade in a single `Promise.all`.
List filters (`FeePlansFilter`): `id`, `name`, `notes`, `total_amountRange`, `active`,
`billing_cycle`, `academic_year` (id or name, `|`-separated), `grade` (id or name, `|`-separated),
`organization`, `createdAtRange`, plus `field`/`sort` ordering and `limit`/`page` pagination.
## Behavior / Notes
- This slice has a real `active` BOOLEAN column. `create`/`bulkImport` default `active` to
`false`; `update` sets it when provided.
- `bulkImport` offsets `createdAt` per row by `BULK_IMPORT_TIMESTAMP_STEP_MS` to preserve order.
- List pagination uses the shared `resolvePagination` defaults (page size 10, capped at 100).
- Note: `findAll` applies the `active` filter twice — once via the shared
`filter.active === true || filter.active === 'true'` coercion and again via a redundant
`if (filter.active) where.active = filter.active` block (kept for source accuracy).
## Tests
None yet.
## Related
- Generic-CRUD contract: `backend-architecture.md`; related slices: `invoices`, `academic_years`,
`grades`, `permissions.md`.