Expand invoices with full templates, public viewer API, and account holder.

Add invoice template CRUD, key points/accounts, public GET endpoint, and migration 039 for account_holder_name.

Co-authored-by: Cursor <cursoragent@cursor.com>

src/invoices/invoices.service.ts

@@ -11,10 +11,15 @@ import { PrismaService } from '../prisma/prisma.service';
 import {
   CreateInvoiceDto,
   CreateInvoiceItemTemplateDto,
+  CreateInvoiceTemplateDto,
+  InvoiceAccountInputDto,
   InvoiceItemInputDto,
+  InvoiceKeyPointInputDto,
+  InvoiceTemplateItemInputDto,
   ListInvoicesDto,
   UpdateInvoiceItemTemplateDto,
   UpdateInvoiceStatusDto,
+  UpdateInvoiceTemplateDto,
 } from './dto/invoice.dto';
 
 @Injectable()
@@ -62,6 +67,140 @@ export class InvoicesService {
     };
   }
 
+  private readonly invoiceInclude = {
+    business: { select: { id: true, name: true, nameFa: true } },
+    issuer: { select: { id: true, firstName: true, lastName: true } },
+    items: { orderBy: [{ sortOrder: 'asc' as const }, { id: 'asc' as const }] },
+    keyPoints: { orderBy: [{ sortOrder: 'asc' as const }, { id: 'asc' as const }] },
+    accounts: { orderBy: [{ sortOrder: 'asc' as const }, { id: 'asc' as const }] },
+  };
+
+  private readonly invoiceTemplateInclude = {
+    items: { orderBy: [{ sortOrder: 'asc' as const }, { id: 'asc' as const }] },
+    keyPoints: { orderBy: [{ sortOrder: 'asc' as const }, { id: 'asc' as const }] },
+    accounts: { orderBy: [{ sortOrder: 'asc' as const }, { id: 'asc' as const }] },
+  };
+
+  private serializeKeyPoint(row: {
+    id: bigint;
+    text: string;
+    sortOrder: number;
+  }) {
+    return {
+      id: row.id.toString(),
+      text: row.text,
+      sortOrder: row.sortOrder,
+    };
+  }
+
+  private serializeAccount(row: {
+    id: bigint;
+    bankName: string;
+    accountHolderName: string | null;
+    cardNumber: string | null;
+    iban: string | null;
+    sortOrder: number;
+  }) {
+    return {
+      id: row.id.toString(),
+      bankName: row.bankName,
+      accountHolderName: row.accountHolderName,
+      cardNumber: row.cardNumber,
+      iban: row.iban,
+      sortOrder: row.sortOrder,
+    };
+  }
+
+  private serializeTemplateItem(row: {
+    id: bigint;
+    templateId: bigint;
+    itemTemplateId: bigint | null;
+    title: string;
+    duration: string | null;
+    worktime: string | null;
+    description: string | null;
+    price: Prisma.Decimal;
+    discountedPrice: Prisma.Decimal | null;
+    sortOrder: number;
+  }) {
+    return {
+      id: row.id.toString(),
+      templateId: row.templateId.toString(),
+      itemTemplateId: row.itemTemplateId?.toString() ?? null,
+      title: row.title,
+      duration: row.duration,
+      worktime: row.worktime,
+      description: row.description,
+      price: Number(row.price),
+      discountedPrice: row.discountedPrice === null ? null : Number(row.discountedPrice),
+      sortOrder: row.sortOrder,
+    };
+  }
+
+  private serializeInvoiceTemplate(
+    row: {
+      id: bigint;
+      ownerScope: InvoiceOwnerScope;
+      businessId: bigint | null;
+      name: string;
+      topText: string | null;
+      sortOrder: number;
+      isActive: boolean;
+      createdAt: Date;
+      updatedAt: Date;
+      items?: Array<{
+        id: bigint;
+        templateId: bigint;
+        itemTemplateId: bigint | null;
+        title: string;
+        duration: string | null;
+        worktime: string | null;
+        description: string | null;
+        price: Prisma.Decimal;
+        discountedPrice: Prisma.Decimal | null;
+        sortOrder: number;
+      }>;
+      keyPoints?: Array<{
+        id: bigint;
+        text: string;
+        sortOrder: number;
+      }>;
+      accounts?: Array<{
+        id: bigint;
+        bankName: string;
+        accountHolderName: string | null;
+        cardNumber: string | null;
+        iban: string | null;
+        sortOrder: number;
+      }>;
+    },
+    includeNested = true,
+  ) {
+    return {
+      id: row.id.toString(),
+      ownerScope: row.ownerScope,
+      businessId: row.businessId?.toString() ?? null,
+      name: row.name,
+      topText: row.topText,
+      sortOrder: row.sortOrder,
+      isActive: row.isActive,
+      createdAt: row.createdAt,
+      updatedAt: row.updatedAt,
+      items:
+        includeNested && row.items
+          ? row.items.map((item) => this.serializeTemplateItem(item))
+          : undefined,
+      keyPoints:
+        includeNested && row.keyPoints
+          ? row.keyPoints.map((kp) => this.serializeKeyPoint(kp))
+          : undefined,
+      accounts:
+        includeNested && row.accounts
+          ? row.accounts.map((acc) => this.serializeAccount(acc))
+          : undefined,
+    };
+  }
+
   private serializeItem(row: {
     id: bigint;
     invoiceId: bigint;
@@ -89,6 +228,10 @@ export class InvoicesService {
   }
 
   private platformInvoicePublicUrl(invoiceId: bigint) {
+    const base = process.env.INVOICE_PUBLIC_BASE_URL?.trim();
+    if (base) {
+      return `${base.replace(/\/$/, '')}/invoices/${invoiceId.toString()}`;
+    }
     const domain = process.env.INVOICE_PUBLIC_DOMAIN?.trim() || 'meshkee.com';
     return `https://${domain}/invoices/${invoiceId.toString()}`;
   }
@@ -101,7 +244,9 @@ export class InvoicesService {
       issuerBusinessId: bigint | null;
       status: InvoiceStatus;
       name: string | null;
+      topText: string | null;
       notes: string | null;
+      invoiceTemplateId: bigint | null;
       issuedBy: bigint | null;
       issuedAt: Date;
       createdAt: Date;
@@ -120,10 +265,24 @@ export class InvoicesService {
         discountedPrice: Prisma.Decimal | null;
         sortOrder: number;
       }>;
+      keyPoints?: Array<{
+        id: bigint;
+        text: string;
+        sortOrder: number;
+      }>;
+      accounts?: Array<{
+        id: bigint;
+        bankName: string;
+        accountHolderName: string | null;
+        cardNumber: string | null;
+        iban: string | null;
+        sortOrder: number;
+      }>;
     },
-    includeItems = true,
+    includeNested = true,
   ) {
-    const items = includeItems && row.items ? row.items.map((item) => this.serializeItem(item)) : undefined;
+    const items =
+      includeNested && row.items ? row.items.map((item) => this.serializeItem(item)) : undefined;
     const totals = items
       ? items.reduce(
           (acc, item) => {
@@ -147,7 +306,9 @@ export class InvoicesService {
       issuerBusinessId: row.issuerBusinessId?.toString() ?? null,
       status: row.status,
       name: row.name,
+      topText: row.topText,
       notes: row.notes,
+      invoiceTemplateId: row.invoiceTemplateId?.toString() ?? null,
       publicUrl:
         row.ownerScope === InvoiceOwnerScope.platform
           ? this.platformInvoicePublicUrl(row.id)
@@ -171,11 +332,66 @@ export class InvoicesService {
           }
         : null,
       items,
+      keyPoints:
+        includeNested && row.keyPoints
+          ? row.keyPoints.map((kp) => this.serializeKeyPoint(kp))
+          : undefined,
+      accounts:
+        includeNested && row.accounts
+          ? row.accounts.map((acc) => this.serializeAccount(acc))
+          : undefined,
       subtotal: totals?.subtotal,
       total: totals?.total,
     };
   }
 
+  private normalizeKeyPointInput(keyPoint: InvoiceKeyPointInputDto) {
+    const text = keyPoint.text.trim();
+    if (!text) {
+      throw new BadRequestException('Each key point requires text');
+    }
+    return { text };
+  }
+
+  private normalizeAccountInput(account: InvoiceAccountInputDto) {
+    const bankName = account.bankName.trim();
+    if (!bankName) {
+      throw new BadRequestException('Each account requires a bank name');
+    }
+    return {
+      bankName,
+      accountHolderName: account.accountHolderName?.trim() || null,
+      cardNumber: account.cardNumber?.trim() || null,
+      iban: account.iban?.trim() || null,
+    };
+  }
+
+  private normalizeTemplateItemInput(item: InvoiceTemplateItemInputDto) {
+    const title = item.title.trim();
+    if (!title) {
+      throw new BadRequestException('Each invoice template item requires a title');
+    }
+
+    const discountedPrice =
+      item.discountedPrice === undefined || item.discountedPrice === null
+        ? null
+        : item.discountedPrice;
+
+    if (discountedPrice !== null && discountedPrice > item.price) {
+      throw new BadRequestException('Discounted price cannot exceed price');
+    }
+
+    return {
+      itemTemplateId: item.itemTemplateId?.trim() ? BigInt(item.itemTemplateId) : null,
+      title,
+      duration: item.duration?.trim() || null,
+      worktime: item.worktime?.trim() || null,
+      description: item.description?.trim() || null,
+      price: item.price,
+      discountedPrice,
+    };
+  }
+
   private normalizeItemInput(item: InvoiceItemInputDto) {
     const title = item.title.trim();
     if (!title) {
@@ -309,6 +525,235 @@ export class InvoicesService {
     return { ok: true };
   }
 
+  // --- Invoice templates (platform settings) ---
+
+  async listPlatformInvoiceTemplates(actor: AuthUser) {
+    await this.assertSuperAdmin(actor);
+
+    const rows = await this.prisma.invoiceTemplate.findMany({
+      where: { ownerScope: InvoiceOwnerScope.platform },
+      include: this.invoiceTemplateInclude,
+      orderBy: [{ sortOrder: 'asc' }, { id: 'asc' }],
+    });
+
+    return { items: rows.map((row) => this.serializeInvoiceTemplate(row)) };
+  }
+
+  async getPlatformInvoiceTemplate(templateIdRaw: string, actor: AuthUser) {
+    await this.assertSuperAdmin(actor);
+
+    const templateId = BigInt(templateIdRaw);
+    const row = await this.prisma.invoiceTemplate.findFirst({
+      where: { id: templateId, ownerScope: InvoiceOwnerScope.platform },
+      include: this.invoiceTemplateInclude,
+    });
+
+    if (!row) {
+      throw new NotFoundException('Invoice template not found');
+    }
+
+    return this.serializeInvoiceTemplate(row);
+  }
+
+  async createPlatformInvoiceTemplate(dto: CreateInvoiceTemplateDto, actor: AuthUser) {
+    await this.assertSuperAdmin(actor);
+
+    const name = dto.name.trim();
+    if (!name) {
+      throw new BadRequestException('Name is required');
+    }
+
+    const items = dto.items.map((item) => this.normalizeTemplateItemInput(item));
+    const keyPoints = (dto.keyPoints ?? []).map((kp) => this.normalizeKeyPointInput(kp));
+    const accounts = (dto.accounts ?? []).map((acc) => this.normalizeAccountInput(acc));
+
+    const row = await this.prisma.invoiceTemplate.create({
+      data: {
+        ownerScope: InvoiceOwnerScope.platform,
+        name,
+        topText: dto.topText?.trim() || null,
+        sortOrder: dto.sortOrder ?? 0,
+        items: {
+          create: items.map((item, index) => ({
+            itemTemplateId: item.itemTemplateId,
+            title: item.title,
+            duration: item.duration,
+            worktime: item.worktime,
+            description: item.description,
+            price: item.price,
+            discountedPrice: item.discountedPrice,
+            sortOrder: index,
+          })),
+        },
+        keyPoints: {
+          create: keyPoints.map((kp, index) => ({
+            text: kp.text,
+            sortOrder: index,
+          })),
+        },
+        accounts: {
+          create: accounts.map((acc, index) => ({
+            bankName: acc.bankName,
+            accountHolderName: acc.accountHolderName,
+            cardNumber: acc.cardNumber,
+            iban: acc.iban,
+            sortOrder: index,
+          })),
+        },
+      },
+      include: this.invoiceTemplateInclude,
+    });
+
+    return this.serializeInvoiceTemplate(row);
+  }
+
+  async updatePlatformInvoiceTemplate(
+    templateIdRaw: string,
+    dto: UpdateInvoiceTemplateDto,
+    actor: AuthUser,
+  ) {
+    await this.assertSuperAdmin(actor);
+
+    const templateId = BigInt(templateIdRaw);
+    const existing = await this.prisma.invoiceTemplate.findFirst({
+      where: { id: templateId, ownerScope: InvoiceOwnerScope.platform },
+    });
+    if (!existing) {
+      throw new NotFoundException('Invoice template not found');
+    }
+
+    const replaceItems =
+      dto.items !== undefined ? dto.items.map((item) => this.normalizeTemplateItemInput(item)) : null;
+    const replaceKeyPoints =
+      dto.keyPoints !== undefined
+        ? dto.keyPoints.map((kp) => this.normalizeKeyPointInput(kp))
+        : null;
+    const replaceAccounts =
+      dto.accounts !== undefined
+        ? dto.accounts.map((acc) => this.normalizeAccountInput(acc))
+        : null;
+
+    const row = await this.prisma.$transaction(async (tx) => {
+      if (replaceItems !== null) {
+        await tx.invoiceTemplateItem.deleteMany({ where: { templateId } });
+      }
+      if (replaceKeyPoints !== null) {
+        await tx.invoiceTemplateKeyPoint.deleteMany({ where: { templateId } });
+      }
+      if (replaceAccounts !== null) {
+        await tx.invoiceTemplateAccount.deleteMany({ where: { templateId } });
+      }
+
+      return tx.invoiceTemplate.update({
+        where: { id: templateId },
+        data: {
+          ...(dto.name !== undefined ? { name: dto.name.trim() } : {}),
+          ...(dto.topText !== undefined ? { topText: dto.topText?.trim() || null } : {}),
+          ...(dto.sortOrder !== undefined ? { sortOrder: dto.sortOrder } : {}),
+          ...(dto.isActive !== undefined ? { isActive: dto.isActive } : {}),
+          ...(replaceItems !== null
+            ? {
+                items: {
+                  create: replaceItems.map((item, index) => ({
+                    itemTemplateId: item.itemTemplateId,
+                    title: item.title,
+                    duration: item.duration,
+                    worktime: item.worktime,
+                    description: item.description,
+                    price: item.price,
+                    discountedPrice: item.discountedPrice,
+                    sortOrder: index,
+                  })),
+                },
+              }
+            : {}),
+          ...(replaceKeyPoints !== null
+            ? {
+                keyPoints: {
+                  create: replaceKeyPoints.map((kp, index) => ({
+                    text: kp.text,
+                    sortOrder: index,
+                  })),
+                },
+              }
+            : {}),
+          ...(replaceAccounts !== null
+            ? {
+                accounts: {
+                  create: replaceAccounts.map((acc, index) => ({
+                    bankName: acc.bankName,
+                    accountHolderName: acc.accountHolderName,
+                    cardNumber: acc.cardNumber,
+                    iban: acc.iban,
+                    sortOrder: index,
+                  })),
+                },
+              }
+            : {}),
+        },
+        include: this.invoiceTemplateInclude,
+      });
+    });
+
+    return this.serializeInvoiceTemplate(row);
+  }
+
+  async deletePlatformInvoiceTemplate(templateIdRaw: string, actor: AuthUser) {
+    await this.assertSuperAdmin(actor);
+
+    const templateId = BigInt(templateIdRaw);
+    const existing = await this.prisma.invoiceTemplate.findFirst({
+      where: { id: templateId, ownerScope: InvoiceOwnerScope.platform },
+    });
+    if (!existing) {
+      throw new NotFoundException('Invoice template not found');
+    }
+
+    await this.prisma.invoiceTemplate.delete({ where: { id: templateId } });
+    return { ok: true };
+  }
+
+  // --- Public invoice viewer (platform) ---
+
+  async getPublicInvoice(invoiceIdRaw: string) {
+    let invoiceId: bigint;
+    try {
+      invoiceId = BigInt(invoiceIdRaw);
+    } catch {
+      throw new NotFoundException('Invoice not found');
+    }
+
+    const row = await this.prisma.invoice.findFirst({
+      where: {
+        id: invoiceId,
+        ownerScope: InvoiceOwnerScope.platform,
+        status: { in: [InvoiceStatus.issued, InvoiceStatus.paid] },
+      },
+      include: this.invoiceInclude,
+    });
+
+    if (!row) {
+      throw new NotFoundException('Invoice not found');
+    }
+
+    const serialized = this.serializeInvoice(row, true);
+    // Public payload: no internal notes / issuer identity
+    return {
+      id: serialized.id,
+      status: serialized.status,
+      name: serialized.name,
+      topText: serialized.topText,
+      issuedAt: serialized.issuedAt,
+      business: serialized.business,
+      items: serialized.items,
+      keyPoints: serialized.keyPoints,
+      accounts: serialized.accounts,
+      subtotal: serialized.subtotal,
+      total: serialized.total,
+      publicUrl: serialized.publicUrl,
+    };
+  }
+
   // --- Invoices for a business ---
 
   async listForBusiness(businessIdRaw: string, query: ListInvoicesDto, actor: AuthUser) {
@@ -335,11 +780,7 @@ export class InvoicesService {
       this.prisma.invoice.count({ where }),
       this.prisma.invoice.findMany({
         where,
-        include: {
-          business: { select: { id: true, name: true, nameFa: true } },
-          issuer: { select: { id: true, firstName: true, lastName: true } },
-          items: { orderBy: [{ sortOrder: 'asc' }, { id: 'asc' }] },
-        },
+        include: this.invoiceInclude,
         orderBy: { createdAt: 'desc' },
         skip: (page - 1) * pageSize,
         take: pageSize,
@@ -367,11 +808,7 @@ export class InvoicesService {
         businessId,
         ownerScope: InvoiceOwnerScope.platform,
       },
-      include: {
-        business: { select: { id: true, name: true, nameFa: true } },
-        issuer: { select: { id: true, firstName: true, lastName: true } },
-        items: { orderBy: [{ sortOrder: 'asc' }, { id: 'asc' }] },
-      },
+      include: this.invoiceInclude,
     });
 
     if (!row) {
@@ -394,6 +831,21 @@ export class InvoicesService {
     }
 
     const items = dto.items.map((item) => this.normalizeItemInput(item));
+    const keyPoints = (dto.keyPoints ?? []).map((kp) => this.normalizeKeyPointInput(kp));
+    const accounts = (dto.accounts ?? []).map((acc) => this.normalizeAccountInput(acc));
+    const invoiceTemplateId = dto.invoiceTemplateId?.trim()
+      ? BigInt(dto.invoiceTemplateId)
+      : null;
+
+    if (invoiceTemplateId !== null) {
+      const template = await this.prisma.invoiceTemplate.findFirst({
+        where: { id: invoiceTemplateId, ownerScope: InvoiceOwnerScope.platform },
+        select: { id: true },
+      });
+      if (!template) {
+        throw new BadRequestException('Invoice template not found');
+      }
+    }
 
     const row = await this.prisma.invoice.create({
       data: {
@@ -401,7 +853,9 @@ export class InvoicesService {
         ownerScope: InvoiceOwnerScope.platform,
         status: dto.status ?? InvoiceStatus.issued,
         name: dto.name?.trim() || null,
+        topText: dto.topText?.trim() || null,
         notes: dto.notes?.trim() || null,
+        invoiceTemplateId,
         issuedBy: actor.id,
         items: {
           create: items.map((item, index) => ({
@@ -415,12 +869,23 @@ export class InvoicesService {
             sortOrder: index,
           })),
         },
+        keyPoints: {
+          create: keyPoints.map((kp, index) => ({
+            text: kp.text,
+            sortOrder: index,
+          })),
+        },
+        accounts: {
+          create: accounts.map((acc, index) => ({
+            bankName: acc.bankName,
+            accountHolderName: acc.accountHolderName,
+            cardNumber: acc.cardNumber,
+            iban: acc.iban,
+            sortOrder: index,
+          })),
+        },
       },
-      include: {
-        business: { select: { id: true, name: true, nameFa: true } },
-        issuer: { select: { id: true, firstName: true, lastName: true } },
-        items: { orderBy: [{ sortOrder: 'asc' }, { id: 'asc' }] },
-      },
+      include: this.invoiceInclude,
     });
 
     return this.serializeInvoice(row);
@@ -454,11 +919,7 @@ export class InvoicesService {
         status: dto.status,
         ...(dto.notes !== undefined ? { notes: dto.notes?.trim() || null } : {}),
       },
-      include: {
-        business: { select: { id: true, name: true, nameFa: true } },
-        issuer: { select: { id: true, firstName: true, lastName: true } },
-        items: { orderBy: [{ sortOrder: 'asc' }, { id: 'asc' }] },
-      },
+      include: this.invoiceInclude,
     });
 
     return this.serializeInvoice(row);