feat(offers,invoices): per-currency 'Celkem' totals beneath the lists (consistent with orders)

Mirrors the orders totals exactly: /stats (offers) + /list-totals (issued + received invoices) endpoints sum each doc's total per currency across the active filter (reusing extracted where-builders so they stay in sync with the lists), rendered as the identical 'Celkem: …' block via the shared formatMultiCurrency. Existing invoice/received KPI stats untouched. Co-Authored-By: Claude Opus 4.8 (1M context) <noreply@anthropic.com>
2026-06-09 22:12:24 +02:00
parent 1e4dd1fbcc
commit 97101c4db7
11 changed files with 760 additions and 66 deletions
--- a/src/services/invoices.service.ts
+++ b/src/services/invoices.service.ts
@@ -104,17 +104,53 @@ function computeMoney<T>(
  return { subtotal, vat };
 }

-interface ListInvoicesParams {
+interface InvoiceFilterParams {
+  search?: string;
+  status?: string;
+  customer_id?: number;
+  month?: number;
+  year?: number;
+}
+
+interface ListInvoicesParams extends InvoiceFilterParams {
  page: number;
  limit: number;
  skip: number;
  sort: string;
  order: "asc" | "desc";
  search: string;
-  status?: string;
-  customer_id?: number;
-  month?: number;
-  year?: number;
+}
+
+export interface CurrencyAmount {
+  amount: number;
+  currency: string;
+}
+
+/**
+ * Shared `where` builder for the issued-invoices list and the per-currency
+ * list-totals aggregation, so both stay in sync (any new filter applies to
+ * both). month/year filter on issue_date (matching the list).
+ */
+function buildInvoiceWhere(
+  params: InvoiceFilterParams,
+): Record<string, unknown> {
+  const { status, customer_id, month, year, search } = params;
+  const where: Record<string, unknown> = {};
+  if (status) where.status = status;
+  if (customer_id) where.customer_id = customer_id;
+  if (month && year) {
+    const from = new Date(year, month - 1, 1);
+    const to = new Date(year, month, 1);
+    where.issue_date = { gte: from, lt: to };
+  }
+  if (search) {
+    where.OR = [
+      { invoice_number: { contains: search } },
+      { customers: { name: { contains: search } } },
+      { customers: { company_id: { contains: search } } },
+    ];
+  }
+  return where;
 }

 function computeInvoiceTotals(
@@ -159,35 +195,10 @@ export async function markOverdueInvoices() {
 }

 export async function listInvoices(params: ListInvoicesParams) {
-  const {
-    page,
-    limit,
-    skip,
-    sort,
-    order,
-    search,
-    status,
-    customer_id,
-    month,
-    year,
-  } = params;
+  const { page, limit, skip, sort, order } = params;
  const sortField = ALLOWED_SORT_FIELDS.includes(sort) ? sort : "id";

-  const where: Record<string, unknown> = {};
-  if (status) where.status = status;
-  if (customer_id) where.customer_id = customer_id;
-  if (month && year) {
-    const from = new Date(year, month - 1, 1);
-    const to = new Date(year, month, 1);
-    where.issue_date = { gte: from, lt: to };
-  }
-  if (search) {
-    where.OR = [
-      { invoice_number: { contains: search } },
-      { customers: { name: { contains: search } } },
-      { customers: { company_id: { contains: search } } },
-    ];
-  }
+  const where = buildInvoiceWhere(params);

  const orderBy: Record<string, string> = { [sortField]: order };

@@ -225,6 +236,47 @@ export async function listInvoices(params: ListInvoicesParams) {
  return { data: enriched, total, page, limit };
 }

+/**
+ * Sum issued-invoice TOTAL (incl. VAT) per currency across the WHOLE filtered
+ * set (not a single page). Reuses `buildInvoiceWhere` so the filters track the
+ * list, and `computeInvoiceTotals` so the per-invoice math matches the
+ * list/detail exactly. Returns one entry per currency, rounded to 2dp,
+ * zero/empty totals dropped.
+ *
+ * NOTE: This is SEPARATE from `getInvoiceStats` (the monthly KPI cards). That
+ * function is untouched — this only sums the list's visible rows per currency.
+ */
+export async function getInvoiceListTotals(
+  params: InvoiceFilterParams,
+): Promise<{ totals: CurrencyAmount[] }> {
+  const where = buildInvoiceWhere(params);
+
+  const invoices = await prisma.invoices.findMany({
+    where,
+    include: { invoice_items: true },
+  });
+
+  const byCurrency: Record<string, number> = {};
+  for (const inv of invoices) {
+    const { total } = computeInvoiceTotals(
+      inv.invoice_items,
+      inv.apply_vat,
+      inv.vat_rate,
+    );
+    const cur = inv.currency || "CZK";
+    byCurrency[cur] = (byCurrency[cur] || 0) + (Number(total) || 0);
+  }
+
+  const totals: CurrencyAmount[] = Object.entries(byCurrency)
+    .map(([currency, amount]) => ({
+      currency,
+      amount: Math.round(amount * 100) / 100,
+    }))
+    .filter((t) => t.amount > 0);
+
+  return { totals };
+}
+
 export {
  generateInvoiceNumber as getNextInvoiceNumberFormatted,
  previewInvoiceNumber as getNextInvoiceNumberPreview,
--- a/src/services/offers.service.ts
+++ b/src/services/offers.service.ts
@@ -37,15 +37,44 @@ const ALLOWED_SORT_FIELDS = [
  "status",
 ];

-interface ListOffersParams {
+interface OfferFilterParams {
+  search?: string;
+  status?: string;
+  customer_id?: number;
+}
+
+interface ListOffersParams extends OfferFilterParams {
  page: number;
  limit: number;
  skip: number;
  sort: string;
  order: "asc" | "desc";
  search: string;
-  status?: string;
-  customer_id?: number;
+}
+
+export interface CurrencyAmount {
+  amount: number;
+  currency: string;
+}
+
+/**
+ * Shared `where` builder for the offers list and the per-currency stats
+ * aggregation, so both stay in sync (any new filter applies to both). Offers
+ * have NO month/year filter — the list filters by search + status + customer_id.
+ */
+function buildOfferWhere(params: OfferFilterParams): Record<string, unknown> {
+  const { search, status, customer_id } = params;
+  const where: Record<string, unknown> = {};
+  if (status) where.status = status;
+  if (customer_id) where.customer_id = customer_id;
+  if (search) {
+    where.OR = [
+      { quotation_number: { contains: search } },
+      { project_code: { contains: search } },
+      { customers: { name: { contains: search } } },
+    ];
+  }
+  return where;
 }

 function enrichQuotation(q: any) {
@@ -74,20 +103,10 @@ function enrichQuotation(q: any) {
 }

 export async function listOffers(params: ListOffersParams) {
-  const { page, limit, skip, sort, order, search, status, customer_id } =
-    params;
+  const { page, limit, skip, sort, order } = params;
  const sortField = ALLOWED_SORT_FIELDS.includes(sort) ? sort : "id";

-  const where: Record<string, unknown> = {};
-  if (status) where.status = status;
-  if (customer_id) where.customer_id = customer_id;
-  if (search) {
-    where.OR = [
-      { quotation_number: { contains: search } },
-      { project_code: { contains: search } },
-      { customers: { name: { contains: search } } },
-    ];
-  }
+  const where = buildOfferWhere(params);

  const [quotations, total] = await Promise.all([
    prisma.quotations.findMany({
@@ -128,6 +147,43 @@ export async function listOffers(params: ListOffersParams) {
  return { data: enriched, total, page, limit };
 }

+/**
+ * Sum offer TOTAL (incl. VAT) per currency across the WHOLE filtered set (not a
+ * single page). Reuses `buildOfferWhere` so the filters track the list, and
+ * `enrichQuotation` so the per-offer math matches the list/detail exactly.
+ * Returns one entry per currency, rounded to 2dp, zero/empty totals dropped.
+ */
+export async function getOfferTotals(
+  params: OfferFilterParams,
+): Promise<{ totals: CurrencyAmount[] }> {
+  const where = buildOfferWhere(params);
+
+  const quotations = await prisma.quotations.findMany({
+    where,
+    include: {
+      customers: { select: { id: true, name: true } },
+      quotation_items: { orderBy: { position: "asc" } },
+      scope_sections: { orderBy: { position: "asc" } },
+    },
+  });
+
+  const byCurrency: Record<string, number> = {};
+  for (const q of quotations) {
+    const { total, currency } = enrichQuotation(q);
+    const cur = currency || "CZK";
+    byCurrency[cur] = (byCurrency[cur] || 0) + (Number(total) || 0);
+  }
+
+  const totals: CurrencyAmount[] = Object.entries(byCurrency)
+    .map(([currency, amount]) => ({
+      currency,
+      amount: Math.round(amount * 100) / 100,
+    }))
+    .filter((t) => t.amount > 0);
+
+  return { totals };
+}
+
 export async function getOffer(id: number) {
  const quotation = await prisma.quotations.findUnique({
    where: { id },