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

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# Payments Backend
## Purpose
`payments` is the per-organization record of payments received against invoices. It is a
generic-CRUD slice assembled from the shared factories; the backend is the source of truth for
payment records.
## Slice Files (by layer)
- Route: `src/routes/payments.ts``createCrudRouter(controller, { permission: 'payments' })`.
- Controller: `src/api/controllers/payments.controller.ts``createCrudController(service, { csvFields })`.
- Service (BLL): `src/services/payments.ts``createCrudService(DbApi, { notFoundCode: 'paymentsNotFound' })`.
- Repository (DAL): `src/db/api/payments.ts` (`PaymentsDBApi`) — entity-specific
`create`/`bulkImport`/`update`/`findBy`/`findAll`; `remove`/`deleteByIds`/`findAllAutocomplete`
delegate to `db/api/shared/repository.ts`.
- Model: `src/db/models/payments.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`),
`db/api/file.ts` (`replaceRelationFiles` for the `proof` relation).
## API
The standard generic-CRUD surface (all under `/api/payments`, JWT + `${METHOD}_PAYMENTS`
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
`receipt_number`.
- `GET /:id` — returns the record with eager associations (see Data Contract).
`csvFields`: `id`, `receipt_number`, `reference_code`, `notes`, `amount`, `paid_at`.
## Access Rules
- JWT required; the whole router is guarded by `checkCrudPermissions('payments')`, deriving
`READ_PAYMENTS` / `CREATE_PAYMENTS` / `UPDATE_PAYMENTS` / `DELETE_PAYMENTS` 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), `receipt_number`, `reference_code`, `notes` (TEXT, nullable).
- `paid_at` — DATE.
- `amount` — DECIMAL.
- `method` — ENUM `cash` | `bank_transfer` | `card` | `mobile_money` | `cheque` | `other`.
- `importHash` (unique), `invoiceId`, `organizationId`, `received_byId`, `createdById`,
`updatedById`, timestamps.
Associations: `belongsTo` organization, invoice, received_by (staff), createdBy/updatedBy
(users); `hasMany` file as `proof` (scoped relation). `findBy`/`GET /:id` eager-load
organization, invoice, received_by, proof in a single `Promise.all`.
List filters (`PaymentsFilter`): `id`, `receipt_number`, `reference_code`, `notes`,
`paid_atRange`, `amountRange`, `method`, `invoice` (id or invoice_number, `|`-separated),
`received_by` (id or employee_number, `|`-separated), `organization`, `createdAtRange`, plus
`field`/`sort` ordering and `limit`/`page` pagination.
## Behavior / Notes
- `create`/`bulkImport`/`update` manage the `proof` file relation via
`FileDBApi.replaceRelationFiles`.
- `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: `PaymentsFilter` accepts an `active` flag the model has no column for; it is currently
inert (kept for source accuracy).
## Tests
None yet.
## Related
- Generic-CRUD contract: `backend-architecture.md`; related slices: `invoices`, `staff`,
`file.md`, `permissions.md`.