Novault-backend/internal/service/refund_service.go

package service

import (
	"errors"
	"fmt"
	"time"

	"accounting-app/internal/models"
	"accounting-app/internal/repository"

	"gorm.io/gorm"
	"gorm.io/gorm/clause"
)

// Refund service errors
var (
	ErrInvalidRefundAmount    = errors.New("refund amount must be greater than 0 and not exceed original amount")
	ErrAlreadyRefunded        = errors.New("transaction already refunded")
	ErrRefundCategoryNotFound = errors.New("refund system category not found")
)

// RefundService handles business logic for refund operations
// Feature: accounting-feature-upgrade
// Validates: Requirements 8.10-8.18
type RefundService struct {
	db              *gorm.DB
	transactionRepo *repository.TransactionRepository
	accountRepo     *repository.AccountRepository
}

// NewRefundService creates a new RefundService instance
func NewRefundService(
	db *gorm.DB,
	transactionRepo *repository.TransactionRepository,
	accountRepo *repository.AccountRepository,
) *RefundService {
	return &RefundService{
		db:              db,
		transactionRepo: transactionRepo,
		accountRepo:     accountRepo,
	}
}

// ProcessRefund processes a refund on an expense transaction
// This automatically creates a refund income record and updates the original transaction
// Feature: accounting-feature-upgrade
// Validates: Requirements 8.10-8.18, 8.28
func (s *RefundService) ProcessRefund(userID uint, transactionID uint, refundAmount float64) (*models.Transaction, error) {
	var refundIncome *models.Transaction

	err := s.db.Transaction(func(tx *gorm.DB) error {
		txTransactionRepo := repository.NewTransactionRepository(tx)
		txAccountRepo := repository.NewAccountRepository(tx)

		// Get the original transaction with lock
		originalTxn, err := txTransactionRepo.GetByID(userID, transactionID)
		if err != nil {
			if errors.Is(err, repository.ErrTransactionNotFound) {
				return ErrTransactionNotFound
			}
			return fmt.Errorf("failed to get transaction: %w", err)
		}

		// Lock the transaction for update
		if err := tx.Clauses(clause.Locking{Strength: "UPDATE"}).
			First(&models.Transaction{}, transactionID).Error; err != nil {
			return fmt.Errorf("failed to lock transaction: %w", err)
		}

		// Validate: must be an expense transaction
		if originalTxn.Type != models.TransactionTypeExpense {
			return ErrNotExpenseTransaction
		}

		// Validate: cannot refund if already refunded
		if originalTxn.RefundStatus != "none" {
			return ErrAlreadyRefunded
		}

		// Validate: refund amount must be positive and not exceed original amount
		if refundAmount <= 0 || refundAmount > originalTxn.Amount {
			return ErrInvalidRefundAmount
		}

		// Get the refund system category
		var refundCategory models.SystemCategory
		if err := tx.Where("code = ?", "refund").First(&refundCategory).Error; err != nil {
			if errors.Is(err, gorm.ErrRecordNotFound) {
				return ErrRefundCategoryNotFound
			}
			return fmt.Errorf("failed to get refund category: %w", err)
		}

		// Get the account to update balance
		account, err := txAccountRepo.GetByID(userID, originalTxn.AccountID)
		if err != nil {
			return fmt.Errorf("failed to get account: %w", err)
		}

		// Create the refund income record
		refundIncome = &models.Transaction{
			UserID:                userID,
			Type:                  models.TransactionTypeIncome,
			Amount:                refundAmount,
			CategoryID:            uint(refundCategory.ID),
			AccountID:             originalTxn.AccountID,
			Currency:              originalTxn.Currency,
			TransactionDate:       time.Now(),
			Note:                  fmt.Sprintf("閫€娆?- %s", originalTxn.Note),
			IncomeType:            "refund",
			OriginalTransactionID: &transactionID,
			LedgerID:              originalTxn.LedgerID, // Same ledger as original transaction (Requirement 8.28)
		}

		if err := txTransactionRepo.Create(refundIncome); err != nil {
			return fmt.Errorf("failed to create refund income: %w", err)
		}

		// Determine refund status: partial or full
		refundStatus := "partial"
		if refundAmount == originalTxn.Amount {
			refundStatus = "full"
		}

		// Update the original transaction status
		updates := map[string]interface{}{
			"refund_status":    refundStatus,
			"refund_amount":    refundAmount,
			"refund_income_id": refundIncome.ID,
		}

		if err := tx.Model(&models.Transaction{}).
			Where("id = ?", transactionID).
			Updates(updates).Error; err != nil {
			return fmt.Errorf("failed to update transaction status: %w", err)
		}

		// Update account balance (add the refund income)
		newBalance := account.Balance + refundAmount
		if err := txAccountRepo.UpdateBalance(userID, originalTxn.AccountID, newBalance); err != nil {
			return fmt.Errorf("failed to update account balance: %w", err)
		}

		return nil
	})

	if err != nil {
		return nil, err
	}

	return refundIncome, nil
}