mega-plant/lib/data.ts
David 14ec899ca9 Sites: a real Sites list, with the unbooked lines bookable to a site
The container lines (MPLANT04/MPLANT05) have no matching plant item, so they
sat unbooked forever with no way to account for them. They can now be booked
to a SITE instead.

`sites` is a new PocketBase collection derived from the invoices — each
distinct invoice site becomes a site, created as invoices are imported. They
are never hand-typed, and never deleted: a site can carry notes and hold line
bookings, so removing one would orphan that history.

/sites lists every site with its revenue ex VAT, its VAT, the total billed,
how many invoices and machines it carries, and how many lines are still
outstanding. Each row links to a detail page listing the site's invoices and
every line item with its ex-VAT/VAT/total split. Nav: Dashboard is now a
group with Overview and Sites.

Booking a line to a site posts NO income — there is no machine to carry it —
it only marks the line accounted for, so it stops showing as unbooked. Exactly
one of booked_asset / booked_site is ever set, and a line with neither is what
surfaces as unbooked everywhere.

One container per site, as specified: once a machine-less line has taken a
site, that site is withheld from the next one's picker and shown disabled
("already has one") rather than hidden. Free sites sort to the top. The rule is
enforced server-side too, so it does not depend on the UI being the only way in —
re-posting a taken site is refused with 409. Verified: booking The Hills, then
trying again, then taking West Park, and the remaining line sees 8 free and 2
taken. Clearing a booking frees its site.

The site picker only appears on lines that need it — no machine, or one already
booked to a site — so fully-booked rows keep a single control.

Also fixed the Sidebar's group-active check, which derived its prefix from the
first child. For a group whose first child is "/" that yields "/" and matched
every route, so Dashboard would have been highlighted on every page.

Co-Authored-By: Claude Opus 4.8 (1M context) <noreply@anthropic.com>
2026-10-02 16:24:06 +02:00

253 lines
7.2 KiB
TypeScript

import { serverAuth } from "./pb";
import type { RecordModel } from "pocketbase";
export type Asset = {
id: string;
code: string;
name: string;
category: string;
type: string;
gl_account: string;
supplier: string;
monthly_excl: number;
monthly_incl: number;
purchase_value: number;
is_provisional: boolean;
is_active: boolean;
// Plant Map. Null until the on-site scan sheet supplies them. 0/0 counts as
// "not located" — see `hasCoords` in components/PlantMap.
latitude: number | null;
longitude: number | null;
} & RecordModel;
export type CostLine = {
id: string;
asset: string;
year: number;
month: number;
kind: "instalment" | "insurance" | "tracking" | "operator" | "running";
amount: number;
} & RecordModel;
export type MonthlyIncome = {
id: string;
asset: string;
year: number;
month: number;
income: number;
fixed_expenses: number;
running_cost: number;
} & RecordModel;
export type MonthlyRunningCost = {
id: string;
asset: string;
year: number;
month: number;
amount: number;
} & RecordModel;
export type Overhead = {
id: string;
section: string;
description: string;
gl_account: string;
supplier: string;
qty: number;
unit_price: number;
amount_excl: number;
vat: number;
amount_incl: number;
} & RecordModel;
// Invoice header. `booked_month`/`booked_year` record the period the invoice was
// posted into monthly_income; `is_booked` flips once every line has a target asset.
export type Invoice = {
id: string;
invoice_no: string;
invoice_date: string;
order_no: string;
debtor: string;
debtor_no: string;
period_from: string;
period_to: string;
description: string;
site: string;
section: string;
category: string;
currency: string;
vat_reg_no: string;
source_file: string;
subtotal: number;
escalation: number;
vat: number;
vat_pct: number;
total_excl: number;
total_incl: number;
source_pdf: string;
booked_month: number;
booked_year: number;
is_booked: boolean;
} & RecordModel;
// Invoice line. `machine_code` is what the invoice prints; `asset_code` is the
// register match; `booked_asset` is the machine the income is actually booked to.
// These can differ — an invoice line may legitimately be charged to another machine.
export type InvoiceLine = {
id: string;
invoice: string;
line_no: number;
machine_code: string;
asset_code: string;
description: string;
qty: number;
unit: string;
rate: number;
rate_type: string;
amount_excl: number;
vat: number;
total_incl: number;
booked_asset: string;
booked_site: string;
booked_month: number;
booked_year: number;
} & RecordModel;
export async function getAssets(): Promise<Asset[]> {
const pb = await serverAuth();
return pb.collection("assets").getFullList<Asset>({ sort: "category,name" });
}
export async function getAssetsByCategory(category: string): Promise<Asset[]> {
const all = await getAssets();
return all.filter((a) => a.category === category);
}
export async function getMonthlyIncome(year = 2026): Promise<MonthlyIncome[]> {
const pb = await serverAuth();
return pb.collection("monthly_income").getFullList<MonthlyIncome>({
filter: `year = ${year}`,
sort: "month",
});
}
// Part 1.2: YTD aggregations operate on actuals only by default.
// `is_forecast` is a boolean field on monthly_income; rows where it's true are excluded.
export async function getActualMonthlyIncome(year = 2026): Promise<MonthlyIncome[]> {
const all = await getMonthlyIncome(year);
return all.filter((r) => !(r as any).is_forecast);
}
// Returns the last month that has any actual income — used to label forecast ranges.
export function lastActualMonth(rows: MonthlyIncome[]): number {
let m = 0;
for (const r of rows) if (r.income > 0 && r.month > m) m = r.month;
return m;
}
export async function getRunningCosts(year = 2026): Promise<MonthlyRunningCost[]> {
const pb = await serverAuth();
return pb.collection("monthly_running_costs").getFullList<MonthlyRunningCost>({
filter: `year = ${year}`,
sort: "month",
});
}
export async function getOverheads(): Promise<Overhead[]> {
const pb = await serverAuth();
return pb.collection("overheads").getFullList<Overhead>({ sort: "section,description" });
}
export async function getOverheadsBySection(section: string): Promise<Overhead[]> {
const all = await getOverheads();
return all.filter((o) => o.section === section);
}
export async function getInvoices(): Promise<Invoice[]> {
const pb = await serverAuth();
return pb.collection("invoices").getFullList<Invoice>({ sort: "-invoice_date,-invoice_no" });
}
export async function getInvoiceLines(invoiceId?: string): Promise<InvoiceLine[]> {
const pb = await serverAuth();
return pb.collection("invoice_lines").getFullList<InvoiceLine>({
filter: invoiceId ? `invoice = "${invoiceId}"` : "",
sort: "line_no",
});
}
// An invoice line joined to the asset it is booked against. Kept as a plain derived
// type so the page never has to deal with PocketBase expand payloads.
export type BookedLine = InvoiceLine & {
bookedCode: string;
bookedName: string;
isBooked: boolean;
};
export function joinBookedLines(lines: InvoiceLine[], assets: Asset[]): BookedLine[] {
const byId = new Map(assets.map((a) => [a.id, a]));
return lines.map((l) => {
const a = l.booked_asset ? byId.get(l.booked_asset) : undefined;
return {
...l,
bookedCode: a?.code || "",
bookedName: a?.name || "",
isBooked: Boolean(a),
};
});
}
// One machine can legitimately be hired to several sites in the same month — that is
// multi-site use, not a duplicate. These are flagged so the reader can see the pattern,
// NOT as a data error, so nothing here is styled as a problem.
//
// Returns a map of line id → the other (invoice, site) pairs this same machine code was
// billed on over an overlapping period.
export function findDuplicateMachineCodes(
invoices: Invoice[],
lines: BookedLine[],
): Map<string, string[]> {
const byId = new Map(invoices.map((i) => [i.id, i]));
const groups = new Map<string, BookedLine[]>();
for (const l of lines) {
if (!l.machine_code) continue;
if (!groups.has(l.machine_code)) groups.set(l.machine_code, []);
groups.get(l.machine_code)!.push(l);
}
const out = new Map<string, string[]>();
for (const [, group] of groups) {
if (group.length < 2) continue;
for (const line of group) {
const inv = byId.get(line.invoice);
if (!inv) continue;
const others = new Set<string>();
for (const other of group) {
if (other.id === line.id) continue;
const oInv = byId.get(other.invoice);
if (!oInv || oInv.id === inv.id) continue;
const overlaps = inv.period_from <= oInv.period_to && oInv.period_from <= inv.period_to;
if (overlaps) others.add(oInv.invoice_no);
}
if (others.size) out.set(line.id, [...others]);
}
}
return out;
}
export type Site = {
id: string;
name: string;
code: string;
notes: string;
is_active: boolean;
} & RecordModel;
export async function getSites(): Promise<Site[]> {
const pb = await serverAuth();
return pb.collection("sites").getFullList<Site>({ sort: "name" });
}
export const MONTH_NAMES = [
"Jan","Feb","Mar","Apr","May","Jun","Jul","Aug","Sep","Oct","Nov","Dec",
];