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PowderCoatingLogix/src/PowderCoating.Infrastructure/Services/AccountingRules.cs
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spouliot 379b0de885 Refactor: centralize accounting helpers, status constants, and query deduplication
- AccountingDropdownHelper: wired into BillsController and ExpensesController,
  replacing 35-40 lines of duplicated DB queries per controller
- AppConstants.StatusCodes: added Job.* and Quote.* constants to replace all
  magic status strings across Jobs, Quotes, Appointments, OvenScheduler,
  AiQuickQuote, QuoteApproval, and AccountingDropdownHelper
- AccountingRules: extracted IsNormalDebitBalance into shared Infrastructure
  helper; removed duplicate private method from AccountBalanceService and
  LedgerService (~50 lines deleted)
- AccountDataExportController: extracted 9 Fetch*Async methods (superset of
  includes) so Add*Sheet and Build*Csv no longer duplicate DB queries; each
  entity is queried once regardless of whether XLSX or CSV format is requested
- BillsController.Create and ExpensesController.Create wrapped in
  ExecuteInTransactionAsync; blob uploads moved after commit to keep
  financial data atomic and prevent orphaned blobs from rolling back
- Number generators (Appointments, CreditMemo, OvenBatch) fixed from full-table
  GetAllAsync to prefix-filtered FindAsync

Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
2026-05-09 22:42:39 -04:00

42 lines
1.6 KiB
C#

using PowderCoating.Core.Enums;
namespace PowderCoating.Infrastructure.Services;
/// <summary>
/// Single source of truth for double-entry sign conventions shared by
/// <see cref="AccountBalanceService"/> and <see cref="LedgerService"/>.
/// Centralised here so that adding a new AccountSubType only requires
/// one edit rather than two independently maintained switch expressions.
/// </summary>
internal static class AccountingRules
{
/// <summary>
/// Returns <c>true</c> for sub-types whose normal balance is a debit
/// (Assets, COGS, Expenses). Sub-type is used rather than AccountType
/// because it is constrained to a known enum set and cannot be
/// misconfigured by a user. Expense enum values are ≥ 50 by convention,
/// allowing a catch-all range match for any future expense sub-types.
/// </summary>
internal static bool IsNormalDebitBalance(AccountSubType subType) => subType switch
{
// Asset subtypes → normal debit balance
AccountSubType.Cash
or AccountSubType.Checking
or AccountSubType.Savings
or AccountSubType.AccountsReceivable
or AccountSubType.Inventory
or AccountSubType.FixedAsset
or AccountSubType.OtherCurrentAsset
or AccountSubType.OtherAsset => true,
// COGS → normal debit balance
AccountSubType.CostOfGoodsSold => true,
// Expense subtypes (enum values ≥ 50) → normal debit balance
var st when (int)st >= 50 => true,
// Liability subtypes (AP, CreditCard, etc.), Equity, Revenue → normal credit balance
_ => false
};
}