Files
MixedAssets/server/services/assets.js
2026-06-10 15:23:02 -05:00

433 lines
18 KiB
JavaScript

const { all, audit, json, now, one, parseJson, run, tx } = require('../db');
const { assetPmRows } = require('./pm');
const assetColumns = [
'asset_id',
'entity_id',
'template_id',
'description',
'category',
'status',
'acquisition_cost',
'acquired_date',
'in_service_date',
'useful_life_months',
'salvage_value',
'land_value',
'prior_depreciation',
'location',
'department',
'group_name',
'custodian',
'vendor',
'serial_number',
'invoice_number',
'gl_asset_account',
'gl_expense_account',
'gl_accumulated_account',
'barcode_value',
'condition',
'new_or_used',
'listed_property',
'passenger_auto',
'business_use_percent',
'investment_use_percent',
'soil_water_deductions',
'cost_sharing_excluded',
'disposal_date',
'disposal_price',
'disposal_expense',
'disposal_type',
'property_type',
'special_zone',
'notes',
'custom_fields'
];
const defaultBooks = ['GAAP', 'FEDERAL', 'STATE', 'AMT', 'ACE', 'USER'];
// Depreciation books currently enabled in the registry (excludes the maintenance/PM book).
function enabledBookCodes(companyId) {
try {
const rows = all(
"SELECT code FROM books WHERE enabled = 1 AND book_type != 'maintenance' AND (? IS NULL OR entity_id = ?) ORDER BY sort_order, id",
[companyId || null, companyId || null]
);
if (rows.length) return rows.map((row) => row.code);
} catch {
// books table may not exist on a very old database
}
return defaultBooks;
}
function assetFromRow(row) {
if (!row) return null;
return {
...row,
listed_property: Boolean(row.listed_property),
passenger_auto: Boolean(row.passenger_auto),
soil_water_deductions: Number(row.soil_water_deductions || 0),
cost_sharing_excluded: Number(row.cost_sharing_excluded || 0),
custom_fields: parseJson(row.custom_fields, {}),
books: row.books ? parseJson(row.books, []) : undefined
};
}
function assetPhotos(id) {
return all('SELECT id, name, mime_type, caption, data_base64 FROM asset_photos WHERE asset_id = ? ORDER BY sort_order, id', [id])
.map((p) => ({ id: p.id, name: p.name, mime: p.mime_type, caption: p.caption, data: p.data_base64 }));
}
function addAssetPhoto(assetId, body, userId) {
if (!one('SELECT id FROM assets WHERE id = ?', [assetId])) return null;
if (!body.data) throw Object.assign(new Error('Photo data is required'), { status: 400 });
const result = run(
'INSERT INTO asset_photos (asset_id, name, mime_type, caption, data_base64, created_by, created_at) VALUES (?, ?, ?, ?, ?, ?, ?)',
[assetId, body.name || null, body.mime || body.mime_type || 'image/jpeg', body.caption || null, body.data, userId, now()]
);
audit(userId, 'create', 'asset_photo', result.lastInsertRowid, null, { asset_id: assetId, name: body.name });
return one('SELECT id, name, mime_type, caption FROM asset_photos WHERE id = ?', [result.lastInsertRowid]);
}
function updateAssetPhoto(assetId, photoId, body, userId) {
const result = run('UPDATE asset_photos SET caption = ? WHERE id = ? AND asset_id = ?', [body.caption || null, photoId, assetId]);
if (!result.changes) return null;
audit(userId, 'update', 'asset_photo', photoId, null, { asset_id: assetId });
return one('SELECT id, name, mime_type, caption FROM asset_photos WHERE id = ?', [photoId]);
}
function deleteAssetPhoto(assetId, photoId, userId) {
const result = run('DELETE FROM asset_photos WHERE id = ? AND asset_id = ?', [photoId, assetId]);
if (!result.changes) return false;
audit(userId, 'delete', 'asset_photo', photoId, null, { asset_id: assetId });
return true;
}
function hydrateAsset(id) {
const asset = assetFromRow(one('SELECT * FROM assets WHERE id = ?', [id]));
if (!asset) return null;
asset.books = all('SELECT * FROM asset_books WHERE asset_id = ? ORDER BY book_type', [id]).map((book) => ({
...book,
active: Boolean(book.active),
manual_depreciation: parseJson(book.manual_depreciation, {})
}));
asset.leases = all('SELECT * FROM leases WHERE asset_id = ? ORDER BY start_date DESC', [id]);
asset.disposals = all('SELECT * FROM disposals WHERE asset_id = ? ORDER BY disposal_date DESC, id DESC', [id]);
asset.adjustments = all('SELECT * FROM asset_adjustments WHERE asset_id = ? ORDER BY adjustment_date DESC, id DESC', [id]);
asset.pm = assetPmRows(id);
asset.tasks = all('SELECT * FROM tasks WHERE asset_id = ? ORDER BY due_date IS NULL, due_date', [id]);
asset.warranties = all('SELECT id, provider, phone, start_date, expiration_date, warranty_limit, actual_usage, coverage_details, document_name, created_at FROM warranties WHERE asset_id = ?', [id]);
asset.files = all('SELECT id, file_name, mime_type, size, uploaded_at FROM asset_files WHERE asset_id = ?', [id]);
asset.photos = assetPhotos(id);
asset.notes_log = all(
`SELECT n.id, n.body, n.created_at, u.name AS author
FROM asset_notes n
LEFT JOIN users u ON u.id = n.created_by
WHERE n.asset_id = ?
ORDER BY n.id DESC`,
[id]
);
return asset;
}
function lookupAssetByCode(code, companyId) {
const value = String(code || '').trim();
if (!value) return null;
const row = one(
`SELECT id FROM assets
WHERE (? IS NULL OR entity_id = ?)
AND (barcode_value = ? COLLATE NOCASE
OR asset_id = ? COLLATE NOCASE
OR serial_number = ? COLLATE NOCASE)
ORDER BY (barcode_value = ? COLLATE NOCASE) DESC, id
LIMIT 1`,
[companyId || null, companyId || null, value, value, value, value]
);
return row ? hydrateAsset(row.id) : null;
}
function nextAssetId() {
const latest = one("SELECT asset_id FROM assets WHERE asset_id LIKE 'MA-%' ORDER BY id DESC LIMIT 1");
const number = latest ? Number(String(latest.asset_id).replace('MA-', '')) + 1 : 1;
return `MA-${String(number).padStart(5, '0')}`;
}
// Replace the first run of '#' in a pattern with the zero-padded number.
// e.g. formatAssetId('DT-######', 42) -> 'DT-000042'
function formatAssetId(pattern, n) {
return String(pattern).replace(/#+/, (hashes) => String(n).padStart(hashes.length, '0'));
}
// If the asset's category has an assigned ID template, generate the next unique tag from it
// and advance the template's counter. Returns null when the category has no template.
function nextAssetIdFromCategory(categoryName) {
if (!categoryName) return null;
let templateId = null;
try {
const category = one("SELECT metadata FROM reference_values WHERE type = 'category' AND name = ?", [categoryName]);
templateId = category ? parseJson(category.metadata, {}).id_template_id : null;
} catch {
return null;
}
if (!templateId) return null;
const template = one('SELECT * FROM asset_id_templates WHERE id = ?', [templateId]);
if (!template || !/#/.test(template.pattern || '')) return null;
let n = Number(template.next_number) || 1;
let candidate = formatAssetId(template.pattern, n);
while (one('SELECT id FROM assets WHERE asset_id = ?', [candidate])) {
n += 1;
candidate = formatAssetId(template.pattern, n);
}
run('UPDATE asset_id_templates SET next_number = ?, updated_at = ? WHERE id = ?', [n + 1, now(), templateId]);
return candidate;
}
// Resolve the asset tag for a new asset: an explicit value wins; otherwise use the
// category's ID template, falling back to the default MA-##### sequence.
function resolveNewAssetId(input) {
if (input.asset_id) return input.asset_id;
return nextAssetIdFromCategory(input.category) || nextAssetId();
}
// The Asset Class Number is a property of the category — every asset in the category shares it.
function assetClassNumberForCategory(categoryName) {
if (!categoryName) return null;
try {
const category = one("SELECT metadata FROM reference_values WHERE type = 'category' AND name = ?", [categoryName]);
return category ? (parseJson(category.metadata, {}).asset_class_number || null) : null;
} catch {
return null;
}
}
function normalizeAssetInput(body) {
const input = {};
for (const column of assetColumns) {
if (Object.prototype.hasOwnProperty.call(body, column)) input[column] = body[column];
}
input.description = input.description || body.name || 'Untitled asset';
input.category = input.category || 'Uncategorized';
input.status = input.status || 'in_service';
input.asset_id = input.asset_id || null; // resolved by the caller (template or default sequence)
input.entity_id = input.entity_id || one('SELECT id FROM entities ORDER BY id LIMIT 1')?.id;
input.acquisition_cost = Number(input.acquisition_cost || 0);
input.useful_life_months = Number(input.useful_life_months || 60);
input.salvage_value = Number(input.salvage_value || 0);
input.land_value = Number(input.land_value || 0);
input.prior_depreciation = Number(input.prior_depreciation || 0);
input.business_use_percent = Number(input.business_use_percent || 100);
input.investment_use_percent = Number(input.investment_use_percent || 0);
input.soil_water_deductions = Number(input.soil_water_deductions || 0);
input.cost_sharing_excluded = Number(input.cost_sharing_excluded || 0);
input.custom_fields = json(input.custom_fields || {});
input.listed_property = input.listed_property ? 1 : 0;
input.passenger_auto = input.passenger_auto ? 1 : 0;
return input;
}
function createBooks(assetId, asset, books = [], companyId) {
const selectedBooks = books.length ? books : enabledBookCodes(companyId).map((book) => ({ book_type: book }));
for (const book of selectedBooks) {
run(
`INSERT OR REPLACE INTO asset_books (
asset_id, book_type, active, cost, depreciation_method, convention, useful_life_months,
section_179_amount, bonus_percent, business_use_percent, investment_use_percent, manual_depreciation
) VALUES (?, ?, ?, ?, ?, ?, ?, ?, ?, ?, ?, ?)`,
[
assetId,
book.book_type || book.book || 'GAAP',
book.active === false ? 0 : 1,
book.cost ?? asset.acquisition_cost,
book.depreciation_method || asset.depreciation_method || 'straight_line',
book.convention || asset.convention || 'half_year',
book.useful_life_months || asset.useful_life_months,
Number(book.section_179_amount || 0),
Number(book.bonus_percent || 0),
book.business_use_percent ?? asset.business_use_percent ?? 100,
book.investment_use_percent ?? asset.investment_use_percent ?? 0,
json(book.manual_depreciation || {})
]
);
}
}
function listAssets(query = {}) {
return all(`
SELECT a.*, e.name AS entity_name
FROM assets a
LEFT JOIN entities e ON e.id = a.entity_id
WHERE (? IS NULL OR a.status = ?)
AND (? IS NULL OR a.entity_id = ?)
AND (? IS NULL OR a.category = ?)
AND (? IS NULL OR a.description LIKE '%' || ? || '%' OR a.asset_id LIKE '%' || ? || '%')
ORDER BY a.updated_at DESC
LIMIT 500
`, [
query.status || null,
query.status || null,
query.entity_id || null,
query.entity_id || null,
query.category || null,
query.category || null,
query.search || null,
query.search || null,
query.search || null
]).map(assetFromRow);
}
function createAsset(body, userId, companyId) {
require('./midQuarter').clearCache(); // asset set changed → recompute the mid-quarter determination
const created = now();
const input = normalizeAssetInput(body);
if (companyId) input.entity_id = companyId; // new assets belong to the active company
// A new capitalization can't land in a closed period (gated by the primary book's locks).
require('./closePeriods').assertSubledgerOpen(input.entity_id, input.in_service_date || input.acquired_date);
const result = tx(() => {
input.asset_id = resolveNewAssetId(input); // category ID template, else default sequence
const insert = run(
`INSERT INTO assets (${assetColumns.join(', ')}, created_by, created_at, updated_at)
VALUES (${assetColumns.map(() => '?').join(', ')}, ?, ?, ?)`,
[...assetColumns.map((column) => input[column] ?? null), userId, created, created]
);
createBooks(insert.lastInsertRowid, input, body.books || [], input.entity_id);
run('UPDATE assets SET asset_class_number = ? WHERE id = ?', [assetClassNumberForCategory(input.category), insert.lastInsertRowid]);
return insert;
});
const asset = hydrateAsset(result.lastInsertRowid);
audit(userId, 'create', 'asset', asset.id, null, asset);
return asset;
}
function updateAsset(id, body, userId, companyId) {
require('./midQuarter').clearCache();
const before = hydrateAsset(id);
if (!before) return null;
if (companyId && before.entity_id !== companyId) return null; // belongs to another company
const input = normalizeAssetInput({ ...before, ...body });
if (companyId) input.entity_id = companyId; // assets stay within their company in phase 1
// Block changes to the financial dates/cost that would fall in a closed period (either the old or the
// new value), so a locked period's subledger can't be altered. Other field edits are unaffected.
const financialChanged = ['in_service_date', 'acquired_date', 'acquisition_cost'].some((f) => String(before[f] ?? '') !== String(input[f] ?? ''));
if (financialChanged) {
const guard = require('./closePeriods');
guard.assertSubledgerOpen(input.entity_id, before.in_service_date || before.acquired_date);
guard.assertSubledgerOpen(input.entity_id, input.in_service_date || input.acquired_date);
}
// When depreciation-critical fields change, the caller chooses when the change applies.
// 'placed_in_service' rebuilds the whole schedule by clearing prior depreciation;
// 'going_forward' keeps depreciation already recorded (the stored prior depreciation).
if (body.depreciation_apply === 'placed_in_service') input.prior_depreciation = 0;
const updated = now();
tx(() => {
run(
`UPDATE assets SET ${assetColumns.map((column) => `${column} = ?`).join(', ')}, updated_at = ? WHERE id = ?`,
[...assetColumns.map((column) => input[column] ?? null), updated, id]
);
if (Array.isArray(body.books)) createBooks(id, input, body.books, input.entity_id);
run('UPDATE assets SET asset_class_number = ? WHERE id = ?', [assetClassNumberForCategory(input.category), id]);
});
const asset = hydrateAsset(id);
audit(userId, 'update', 'asset', asset.id, before, asset);
return asset;
}
function deleteAsset(id, userId, companyId) {
require('./midQuarter').clearCache();
const before = hydrateAsset(id);
if (!before) return false;
if (companyId && before.entity_id !== companyId) return false; // belongs to another company
run('DELETE FROM assets WHERE id = ?', [id]);
audit(userId, 'delete', 'asset', id, before, null);
return true;
}
function massUpdateAssets(ids, changes, userId, companyId) {
require('./midQuarter').clearCache();
const allowed = ['status', 'location', 'department', 'group_name', 'in_service_date', 'useful_life_months', 'condition', 'disposal_date'];
const columns = allowed.filter((column) => Object.prototype.hasOwnProperty.call(changes, column));
// Restrict to assets in the active company so a forged id list can't touch another company's data.
if (companyId && ids.length) {
const placeholders = ids.map(() => '?').join(',');
ids = all(`SELECT id FROM assets WHERE entity_id = ? AND id IN (${placeholders})`, [companyId, ...ids]).map((r) => r.id);
}
if (!ids.length || !columns.length) return 0;
tx(() => {
for (const id of ids) {
run(
`UPDATE assets SET ${columns.map((column) => `${column} = ?`).join(', ')}, updated_at = ? WHERE id = ?`,
[...columns.map((column) => changes[column]), now(), id]
);
}
});
audit(userId, 'mass_update', 'asset', ids.join(','), null, { ids, changes });
return ids.length;
}
function assetExportRows(companyId) {
return all(`
SELECT a.*, e.name AS entity_name
FROM assets a
LEFT JOIN entities e ON e.id = a.entity_id
WHERE (? IS NULL OR a.entity_id = ?)
ORDER BY a.asset_id
`, [companyId || null, companyId || null]).map((asset) => ({
...asset,
listed_property: Boolean(asset.listed_property),
custom_fields: parseJson(asset.custom_fields, {})
}));
}
function upsertImportedAssets(rows, userId, companyId) {
let imported = 0;
tx(() => {
for (const row of rows) {
const input = normalizeAssetInput(row);
if (companyId) input.entity_id = companyId; // imports land in the active company
if (!input.asset_id) input.asset_id = resolveNewAssetId(input);
// Match within the active company so imports don't collide with another company's asset ids.
const existing = one('SELECT id FROM assets WHERE asset_id = ? AND (? IS NULL OR entity_id = ?)', [input.asset_id, companyId || null, companyId || null]);
const classNumber = assetClassNumberForCategory(input.category);
if (existing) {
run(
`UPDATE assets SET ${assetColumns.map((column) => `${column} = ?`).join(', ')}, asset_class_number = ?, updated_at = ? WHERE id = ?`,
[...assetColumns.map((column) => input[column] ?? null), classNumber, now(), existing.id]
);
} else {
const result = run(
`INSERT INTO assets (${assetColumns.join(', ')}, created_by, created_at, updated_at)
VALUES (${assetColumns.map(() => '?').join(', ')}, ?, ?, ?)`,
[...assetColumns.map((column) => input[column] ?? null), userId, now(), now()]
);
createBooks(result.lastInsertRowid, input, [], input.entity_id);
run('UPDATE assets SET asset_class_number = ? WHERE id = ?', [classNumber, result.lastInsertRowid]);
}
imported += 1;
}
});
return imported;
}
module.exports = {
addAssetPhoto,
assetColumns,
assetExportRows,
assetFromRow,
createAsset,
createBooks,
defaultBooks,
deleteAsset,
deleteAssetPhoto,
formatAssetId,
hydrateAsset,
updateAssetPhoto,
listAssets,
lookupAssetByCode,
massUpdateAssets,
normalizeAssetInput,
upsertImportedAssets,
updateAsset
};