mega-plant/scripts/setup-invoice-collections.mjs
David 293276ccce Sites: auto-allocate container lines to the container the site hires
A container line prints a generic code ("MPLANT05") that the plant register
does not carry, so it had no asset to book to and sat unbooked forever. Each
site now records the container it hires — the code the invoice uses and the
plant item it books to — and a line arriving on an invoice for that site is
allocated to it automatically on import.

The lookup is scoped to the invoice's OWN site, not globally: two sites can
each hire an "MPLANT05" unit, and each line must land on the unit actually at
its own site. Covered by unit tests rather than by deleting a live invoice
and re-importing it.

A code with no asset is refused on save — it would auto-allocate to nothing —
and both or neither is required.

Assigned and booked: Autumns Gate "MPLANT05" -> SC02, The Hills "MPLANT05" ->
SC03, and The Hills' stuck line is now booked and earning. Container lines on
future invoices for those two sites will be booked without anyone touching them.

Co-Authored-By: Claude Opus 4.8 (1M context) <noreply@anthropic.com>
2026-10-02 18:32:12 +02:00

262 lines
No EOL
11 KiB
JavaScript

// Create the `invoices` + `invoice_lines` PocketBase collections.
//
// Idempotent: safe to re-run. Creates what is missing and reports drift instead of
// silently leaving a half-shaped schema behind (the project fails loudly rather than
// inventing data — see AGENTS.md).
//
// Usage: node scripts/setup-invoice-collections.mjs
import PocketBase from "pocketbase";
import { readFileSync, existsSync } from "node:fs";
import { fileURLToPath } from "node:url";
import { dirname, resolve } from "node:path";
const __dirname = dirname(fileURLToPath(import.meta.url));
const ROOT = resolve(__dirname, "..");
// Load .env.local the same way seed.mjs does — a script whose job is to shape the
// schema cannot fail on a missing URL and report success.
const envPath = resolve(ROOT, ".env.local");
if (!existsSync(envPath)) {
console.error("✗ .env.local not found. Copy .env.example to .env.local and fill it in.");
process.exit(1);
}
for (const line of readFileSync(envPath, "utf8").split("\n")) {
const t = line.trim();
if (!t || t.startsWith("#")) continue;
const i = t.indexOf("=");
if (i > 0) process.env[t.slice(0, i).trim()] = t.slice(i + 1).trim();
}
const PB_URL = process.env.NEXT_PUBLIC_PB_URL;
const EMAIL = process.env.PB_ADMIN;
const PASS = process.env.PB_PASS;
const missing = [];
if (!PB_URL) missing.push("NEXT_PUBLIC_PB_URL");
if (!EMAIL) missing.push("PB_ADMIN");
if (!PASS) missing.push("PB_PASS");
if (missing.length) {
console.error(`✗ Missing required env: ${missing.join(", ")}`);
process.exit(1);
}
const pb = new PocketBase(PB_URL);
pb.autoCancellation(false);
console.log(`→ Connecting to ${PB_URL} as ${EMAIL}`);
await pb.collection("_superusers").authWithPassword(EMAIL, PASS);
console.log(" ✓ authenticated");
// Mirror the rules the existing collections use so behaviour stays uniform.
const reference = await pb.collections.getOne("monthly_income");
const RULES = {
listRule: reference.listRule,
viewRule: reference.viewRule,
createRule: reference.createRule ?? null,
updateRule: reference.updateRule ?? null,
deleteRule: reference.deleteRule ?? null,
};
console.log(` · rules mirrored from monthly_income (list="${RULES.listRule}")`);
const assetsCollection = await pb.collections.getOne("assets");
const assetsId = assetsCollection.id;
async function ensureCollection(name, fields) {
const existing = await pb.collections.getFullList({ filter: `name = "${name}"`, perPage: 1 });
if (existing.length) {
const have = new Set(existing[0].fields.map((f) => f.name));
const missing = fields.filter((f) => !have.has(f.name));
if (!missing.length) {
console.log(` · ${name} already present (${existing[0].fields.length} fields)`);
} else {
// Grow the existing schema rather than refusing: the collection is additive and
// re-seeding rewrites its rows anyway. Report exactly what was added.
await updateSchema(name, (cur) => [...cur, ...missing], `added to ${name}: ${missing.map((f) => f.name).join(", ")}`);
}
return existing[0].id;
}
// NOTE: pb.collections.create() serialises an array schema into repeated `fields=`
// params, which PocketBase rejects with "invalid formatting". The collections API
// wants `fields` as one real JSON array inside a JSON body — so post it directly
// with a pre-stringified body, which the SDK passes through untouched.
const created = await pb.send("/api/collections", {
method: "POST",
headers: { "Content-Type": "application/json" },
body: JSON.stringify({
name,
type: "base",
fields,
listRule: RULES.listRule ?? "",
viewRule: RULES.viewRule ?? "",
createRule: RULES.createRule ?? "",
updateRule: RULES.updateRule ?? "",
deleteRule: RULES.deleteRule ?? "",
}),
});
console.log(` ✓ created ${name} (${created.id}) with ${created.fields.length} fields`);
return created.id;
}
// Adds one field to an existing collection if it is not there yet. PocketBase has no
// partial field API — the schema is replaced wholesale — so the current field list is
// read back and re-sent with the new field appended.
async function updateSchema(collectionName, transform, label) {
const coll = await pb.collections.getOne(collectionName);
const next = transform([...coll.fields]);
if (JSON.stringify(next) === JSON.stringify(coll.fields)) {
console.log(` · ${collectionName} schema already current`);
return;
}
await pb.send(`/api/collections/${coll.name}`, {
method: "PATCH",
headers: { "Content-Type": "application/json" },
body: JSON.stringify({ fields: next }),
});
console.log(` ✓ ${label}`);
}
async function ensureField(collectionName, field) {
await updateSchema(
collectionName,
(fields) => (fields.some((f) => f.name === field.name) ? fields : [...fields, field]),
`added ${collectionName}.${field.name}`
);
}
// Drops fields that a previous version of the script created and that are no longer
// part of the model. Explicit list only — never prune anything else.
async function dropField(collectionName, ...names) {
await updateSchema(
collectionName,
(fields) => fields.filter((f) => !names.includes(f.name)),
`dropped ${collectionName}.${names.join(", ")}`
);
}
console.log("\n→ Ensuring collections");
const sitesId = await ensureCollection("sites", [
{ name: "name", type: "text", required: true },
{ name: "code", type: "text" },
{ name: "notes", type: "text" },
{ name: "latitude", type: "number" },
{ name: "longitude", type: "number" },
// The container this site hires. `container_code` is the machine code the invoices
// print for it (e.g. "MPLANT05"), so a container line arriving on an invoice for
// this site is auto-allocated to `container_asset` instead of sitting unbooked.
{ name: "container_asset", type: "relation", collectionId: assetsId, minSelect: 1, maxSelect: 1, cascadeDelete: false },
{ name: "container_code", type: "text" },
{ name: "is_active", type: "bool" },
{ name: "created", type: "date", onCreate: true, presentable: false },
{ name: "updated", type: "date", onUpdate: true, presentable: false },
]);
const invoicesId = await ensureCollection("invoices", [
{ name: "invoice_no", type: "text", required: true },
{ name: "invoice_date", type: "date", required: true },
{ name: "order_no", type: "text" },
{ name: "debtor", type: "text" },
{ name: "debtor_no", type: "text" },
{ name: "period_from", type: "date" },
{ name: "period_to", type: "date" },
{ name: "description", type: "text" },
{ name: "site", type: "text" },
{ name: "section", type: "text" },
{ name: "category", type: "text" },
{ name: "currency", type: "text" },
{ name: "vat_reg_no", type: "text" },
{ name: "source_file", type: "text" },
{ name: "subtotal", type: "number" },
{ name: "escalation", type: "number" },
{ name: "vat", type: "number" },
{ name: "vat_pct", type: "number" },
{ name: "total_excl", type: "number" },
{ name: "total_incl", type: "number" },
// Original document, uploaded from the Invoices page (drag-and-drop).
{ name: "source_pdf", type: "file", maxSelect: 1, maxSize: 20971520 },
{ name: "booked_month", type: "number" },
{ name: "booked_year", type: "number" },
{ name: "is_booked", type: "bool" },
]);
const invoiceLinesId = await ensureCollection("invoice_lines", [
{ name: "invoice", type: "relation", required: true, collectionId: invoicesId, minSelect: 1, maxSelect: 1, cascadeDelete: true },
{ name: "line_no", type: "number", required: true },
{ name: "machine_code", type: "text" },
{ name: "asset_code", type: "text" },
{ name: "description", type: "text" },
{ name: "qty", type: "number" },
{ name: "unit", type: "text" },
{ name: "rate", type: "number" },
{ name: "rate_type", type: "text" },
{ name: "amount_excl", type: "number" },
{ name: "vat", type: "number" },
{ name: "total_incl", type: "number" },
// The machine this line is actually booked against. Deliberately nullable: an
// invoice line whose target asset is unresolved must stay visibly unbooked
// rather than be silently charged to a guess.
{ name: "booked_asset", type: "relation", collectionId: assetsId, minSelect: 1, maxSelect: 1, cascadeDelete: false },
{ name: "booked_month", type: "number" },
{ name: "booked_year", type: "number" },
]);
// A line can be booked to a SITE when no plant item matches it — the container codes
// (MPLANT04/MPLANT05) are the live case, since the register has no such machine.
// Exactly one of booked_asset / booked_site is expected; a line holding neither is
// what surfaces as unbooked.
await ensureField("invoice_lines", {
name: "booked_site",
type: "relation",
collectionId: sitesId,
minSelect: 1,
maxSelect: 1,
cascadeDelete: false,
});
// Provenance back-reference. `npm run seed` wipes monthly_income, so posting an
// invoice has to be re-runnable without double-counting. Marking each posted row with
// the invoice line it came from makes booking idempotent and auditable: a row with an
// empty `invoice_line` is workbook data, a row with one is invoice-derived.
// The intake inbox. Every PDF that is offered to the app lands here first, with the
// outcome of its parse. Anything that does not reconcile stays as `failed` with the
// reason recorded, so it can be reviewed and retried rather than silently lost.
await ensureCollection("invoice_intake", [
{ name: "file_name", type: "text" },
{ name: "file_size", type: "number" },
{ name: "invoice_no", type: "text" },
{ name: "status", type: "select", required: true, maxSelect: 1, values: ["imported", "failed"] },
{ name: "error", type: "text" },
// Extracted-but-unverified data, kept so a failed import can still be inspected.
{ name: "parsed", type: "json" },
{ name: "source_pdf", type: "file", maxSelect: 1, maxSize: 20971520 },
{ name: "invoice", type: "relation", collectionId: invoicesId, minSelect: 1, maxSelect: 1, cascadeDelete: false },
// Collections created through the API do NOT get PocketBase's automatic created/updated
// fields the way the UI wizard adds them. Without these, any `sort: "-created"` fails
// server-side with "Something went wrong while processing your request".
{ name: "created", type: "date", onCreate: true, presentable: false },
{ name: "updated", type: "date", onUpdate: true, presentable: false },
]);
await ensureField("monthly_income", {
name: "invoice_line",
type: "relation",
collectionId: invoiceLinesId,
minSelect: 1,
maxSelect: 1,
cascadeDelete: false,
});
// `escalation_pct` and `escalation_amount` came from a misreading of the source PDF:
// the R24,205.13 column is literally headed "PLUS VAT", and the Escalation column is
// R0.00 on every line. Superseded by vat_pct / vat.
await dropField("invoices", "escalation_pct");
await dropField("invoice_lines", "escalation_amount");
console.log("\n=== Summary ===");
console.log(`invoices ${invoicesId}`);
console.log(`invoice_lines -> invoices (cascade delete)`);
console.log(`invoice_lines -> assets (booked_asset)`);
if (process.exitCode) {
console.error("\n✗ Schema drift detected — see above.");
} else {
console.log("\n✅ Invoice collections ready");
}