Files
Novault-backend/internal/service/reimbursement_service.go
2026-01-25 21:59:00 +08:00

269 lines
8.5 KiB
Go

package service
import (
"errors"
"fmt"
"time"
"accounting-app/internal/models"
"accounting-app/internal/repository"
"gorm.io/gorm"
"gorm.io/gorm/clause"
)
// Reimbursement service errors
var (
ErrInvalidReimbursementAmount = errors.New("reimbursement amount must be greater than 0 and not exceed original amount")
ErrNotExpenseTransaction = errors.New("only expense transactions can be reimbursed")
ErrNotPendingReimbursement = errors.New("transaction is not in pending reimbursement status")
ErrAlreadyReimbursed = errors.New("transaction is already reimbursed")
ErrReimbursementCategoryNotFound = errors.New("reimbursement system category not found")
)
// ReimbursementService handles business logic for reimbursement operations
// Feature: accounting-feature-upgrade
// Validates: Requirements 8.1-8.9
type ReimbursementService struct {
db *gorm.DB
transactionRepo *repository.TransactionRepository
accountRepo *repository.AccountRepository
}
// NewReimbursementService creates a new ReimbursementService instance
func NewReimbursementService(
db *gorm.DB,
transactionRepo *repository.TransactionRepository,
accountRepo *repository.AccountRepository,
) *ReimbursementService {
return &ReimbursementService{
db: db,
transactionRepo: transactionRepo,
accountRepo: accountRepo,
}
}
// ApplyReimbursement applies for reimbursement on an expense transaction
// Feature: accounting-feature-upgrade
// Validates: Requirements 8.2, 8.3, 8.4
func (s *ReimbursementService) ApplyReimbursement(userID uint, transactionID uint, amount float64) (*models.Transaction, error) {
var transaction *models.Transaction
err := s.db.Transaction(func(tx *gorm.DB) error {
txTransactionRepo := repository.NewTransactionRepository(tx)
// Get the transaction with lock
var err error
transaction, 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 transaction.Type != models.TransactionTypeExpense {
return ErrNotExpenseTransaction
}
// Validate: cannot reapply if already reimbursed
if transaction.ReimbursementStatus == "completed" {
return ErrAlreadyReimbursed
}
// Validate: amount must be positive and not exceed original amount
if amount <= 0 || amount > transaction.Amount {
return ErrInvalidReimbursementAmount
}
// Update transaction to pending reimbursement status
updates := map[string]interface{}{
"reimbursement_status": "pending",
"reimbursement_amount": amount,
}
if err := tx.Model(&models.Transaction{}).
Where("id = ?", transactionID).
Updates(updates).Error; err != nil {
return fmt.Errorf("failed to update transaction: %w", err)
}
// Reload the transaction to get updated values
transaction, err = txTransactionRepo.GetByID(userID, transactionID)
if err != nil {
return fmt.Errorf("failed to reload transaction: %w", err)
}
return nil
})
if err != nil {
return nil, err
}
return transaction, nil
}
// ConfirmReimbursement confirms a pending reimbursement and creates the income record
// Feature: accounting-feature-upgrade
// Validates: Requirements 8.5, 8.6, 8.28
func (s *ReimbursementService) ConfirmReimbursement(userID uint, transactionID uint) (*models.Transaction, error) {
var reimbursementIncome *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 in pending reimbursement status
if originalTxn.ReimbursementStatus != "pending" {
return ErrNotPendingReimbursement
}
// Validate: must have reimbursement amount
if originalTxn.ReimbursementAmount == nil || *originalTxn.ReimbursementAmount <= 0 {
return ErrInvalidReimbursementAmount
}
// Get the reimbursement system category
var reimbursementCategory models.SystemCategory
if err := tx.Where("code = ?", "reimbursement").First(&reimbursementCategory).Error; err != nil {
if errors.Is(err, gorm.ErrRecordNotFound) {
return ErrReimbursementCategoryNotFound
}
return fmt.Errorf("failed to get reimbursement 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 reimbursement income record
reimbursementIncome = &models.Transaction{
UserID: userID,
Type: models.TransactionTypeIncome,
Amount: *originalTxn.ReimbursementAmount,
CategoryID: uint(reimbursementCategory.ID),
AccountID: originalTxn.AccountID,
Currency: originalTxn.Currency,
TransactionDate: time.Now(),
Note: fmt.Sprintf("鎶ラ攢 - %s", originalTxn.Note),
IncomeType: "reimbursement",
OriginalTransactionID: &transactionID,
LedgerID: originalTxn.LedgerID, // Same ledger as original transaction
}
if err := txTransactionRepo.Create(reimbursementIncome); err != nil {
return fmt.Errorf("failed to create reimbursement income: %w", err)
}
// Update the original transaction status
updates := map[string]interface{}{
"reimbursement_status": "completed",
"reimbursement_income_id": reimbursementIncome.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 reimbursement income)
newBalance := account.Balance + *originalTxn.ReimbursementAmount
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 reimbursementIncome, nil
}
// CancelReimbursement cancels a pending reimbursement
// Feature: accounting-feature-upgrade
// Validates: Requirements 8.9
func (s *ReimbursementService) CancelReimbursement(userID uint, transactionID uint) (*models.Transaction, error) {
var transaction *models.Transaction
err := s.db.Transaction(func(tx *gorm.DB) error {
txTransactionRepo := repository.NewTransactionRepository(tx)
// Get the transaction with lock
var err error
transaction, 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 in pending status to cancel
if transaction.ReimbursementStatus != "pending" {
return ErrNotPendingReimbursement
}
// Reset reimbursement fields
updates := map[string]interface{}{
"reimbursement_status": "none",
"reimbursement_amount": nil,
"reimbursement_income_id": nil,
}
if err := tx.Model(&models.Transaction{}).
Where("id = ?", transactionID).
Updates(updates).Error; err != nil {
return fmt.Errorf("failed to update transaction: %w", err)
}
// Reload the transaction to get updated values
transaction, err = txTransactionRepo.GetByID(userID, transactionID)
if err != nil {
return fmt.Errorf("failed to reload transaction: %w", err)
}
return nil
})
if err != nil {
return nil, err
}
return transaction, nil
}