Files
bigcapital/packages/server/src/modules/Accounts/CreateAccount.service.ts
Ahmed Bouhuolia d35915b16b feat(accounts): add account settings service
- Add AccountsSettingsService for managing account-related settings
- Update validators, create and edit services to use settings
- Add constants for account configuration
- Update frontend utils and translations

Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
2026-02-25 19:27:53 +02:00

157 lines
5.6 KiB
TypeScript

import { Inject, Injectable } from '@nestjs/common';
import { kebabCase } from 'lodash';
import { Knex } from 'knex';
import { EventEmitter2 } from '@nestjs/event-emitter';
import {
IAccountEventCreatingPayload,
CreateAccountParams,
IAccountEventCreatedPayload,
} from './Accounts.types';
import { CommandAccountValidators } from './CommandAccountValidators.service';
import { Account } from './models/Account.model';
import { UnitOfWork } from '../Tenancy/TenancyDB/UnitOfWork.service';
import { TenancyContext } from '../Tenancy/TenancyContext.service';
import { events } from '@/common/events/events';
import { CreateAccountDTO } from './CreateAccount.dto';
import { PartialModelObject } from 'objection';
import { TenantModelProxy } from '../System/models/TenantBaseModel';
import { AccountsSettingsService } from './AccountsSettings.service';
@Injectable()
export class CreateAccountService {
/**
* @param {TenantModelProxy<typeof Account>} accountModel - The account model proxy.
* @param {EventEmitter2} eventEmitter - The event emitter.
* @param {UnitOfWork} uow - The unit of work.
* @param {CommandAccountValidators} validator - The command account validators.
* @param {TenancyContext} tenancyContext - The tenancy context.
*/
constructor(
@Inject(Account.name)
private readonly accountModel: TenantModelProxy<typeof Account>,
private readonly eventEmitter: EventEmitter2,
private readonly uow: UnitOfWork,
private readonly validator: CommandAccountValidators,
private readonly tenancyContext: TenancyContext,
private readonly accountsSettings: AccountsSettingsService,
) {}
/**
* Authorize the account creation.
* @param {CreateAccountDTO} accountDTO
*/
private authorize = async (
accountDTO: CreateAccountDTO,
baseCurrency: string,
params?: CreateAccountParams,
) => {
const { accountCodeRequired, accountCodeUnique } =
await this.accountsSettings.getAccountsSettings();
// Validate account code required when setting is enabled.
if (accountCodeRequired) {
this.validator.validateAccountCodeRequiredOrThrow(accountDTO.code);
}
// Validate the account code uniquiness when setting is enabled.
if (accountCodeUnique && accountDTO.code?.trim()) {
await this.validator.isAccountCodeUniqueOrThrowError(accountDTO.code);
}
// Validate account name uniquiness.
if (!params.ignoreUniqueName) {
await this.validator.validateAccountNameUniquiness(accountDTO.name);
}
// Retrieve the account type meta or throw service error if not found.
this.validator.getAccountTypeOrThrowError(accountDTO.accountType);
// Ingore the parent account validation if not presented.
if (accountDTO.parentAccountId) {
const parentAccount = await this.validator.getParentAccountOrThrowError(
accountDTO.parentAccountId,
);
this.validator.throwErrorIfParentHasDiffType(accountDTO, parentAccount);
// Inherit active status from parent account.
accountDTO.active = parentAccount.active;
// Validate should currency code be the same currency of parent account.
this.validator.validateCurrentSameParentAccount(
accountDTO,
parentAccount,
baseCurrency,
);
// Validates the max depth level of accounts chart.
await this.validator.validateMaxParentAccountDepthLevels(
accountDTO.parentAccountId,
);
}
// Validates the given account type supports the multi-currency.
this.validator.validateAccountTypeSupportCurrency(accountDTO, baseCurrency);
};
/**
* Transformes the create account DTO to input model.
* @param {IAccountCreateDTO} createAccountDTO
*/
private transformDTOToModel = (
createAccountDTO: CreateAccountDTO,
baseCurrency: string,
): PartialModelObject<Account> => {
return {
...createAccountDTO,
slug: kebabCase(createAccountDTO.name),
currencyCode: createAccountDTO.currencyCode || baseCurrency,
// Mark the account is Plaid owner since Plaid item/account is defined on creating.
isSyncingOwner: Boolean(
createAccountDTO.plaidAccountId || createAccountDTO.plaidItemId,
),
};
};
/**
* Creates a new account on the storage.
* @param {IAccountCreateDTO} accountDTO
* @returns {Promise<IAccount>}
*/
public createAccount = async (
accountDTO: CreateAccountDTO,
trx?: Knex.Transaction,
params: CreateAccountParams = { ignoreUniqueName: false },
): Promise<Account> => {
// Retrieves the given tenant metadata.
const tenant = await this.tenancyContext.getTenant(true);
// Authorize the account creation.
await this.authorize(accountDTO, tenant.metadata.baseCurrency, params);
// Transformes the DTO to model.
const accountInputModel = this.transformDTOToModel(
accountDTO,
tenant.metadata.baseCurrency,
);
// Creates a new account with associated transactions under unit-of-work envirement.
return this.uow.withTransaction(async (trx: Knex.Transaction) => {
// Triggers `onAccountCreating` event.
await this.eventEmitter.emitAsync(events.accounts.onCreating, {
accountDTO,
trx,
} as IAccountEventCreatingPayload);
// Inserts account to the storage.
const account = await this.accountModel()
.query()
.insert({
...accountInputModel,
});
// Triggers `onAccountCreated` event.
await this.eventEmitter.emitAsync(events.accounts.onCreated, {
account,
accountId: account.id,
trx,
} as IAccountEventCreatedPayload);
return account;
}, trx);
};
}