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2 commits

Author SHA1 Message Date
le king fu
afc338b564 feat(balance): extend balance.service with snapshots + lines (simple kind)
Adds the snapshots + lines section of the balance service for Issue #146
(Bilan #1b). Simple-kind only — quantity / unit_price are forced to NULL
both at the SQL CHECK level (already in v9) and at the service level
(`upsertSnapshotLines` validates ahead of time). Priced-kind upsert lands
in #140.

New service exports:
- listSnapshots / getSnapshotByDate / getSnapshotById / getPreviousSnapshot
- createSnapshot (throws snapshot_date_taken when UNIQUE per date violated
  so the UI can redirect to edit mode)
- updateSnapshot / deleteSnapshot (cascade lines via FK)
- listLinesBySnapshot / upsertSnapshotLines (rewrite-all strategy)

New BalanceErrorCode entries: snapshot_date_required, snapshot_date_taken,
snapshot_not_found, snapshot_value_invalid, snapshot_priced_unsupported.

New shared types: BalanceSnapshot, BalanceSnapshotLine.

22 new vitest cases cover: invalid-date guards, unique-per-date violation,
simple-kind null invariant on inserts, NaN/Infinity rejection,
clear+rewrite line semantics, getPreviousSnapshot strict-before ordering.

Refs #146

Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
2026-04-25 14:49:19 -04:00
le king fu
58d3c86336 feat(balance): add balance.service CRUD section + tests
Adds the TypeScript service layer for the Bilan feature, scoped to
Issue #138 (Bilan #1a) — categories + accounts CRUD only. Snapshots,
snapshot lines, transfers and price-fetching land in subsequent issues.

The service uses `getDb()` + tauri-plugin-sql directly per project
convention (96 occurrences across 15 services). No new Tauri commands
introduced — the only future Rust commands are `compute_account_return`
(Issue #142) and `fetch_price` (Issue #144).

API surface:
- listBalanceCategories / getBalanceCategory / createBalanceCategory /
  updateBalanceCategory / deleteBalanceCategory (with seed + has-accounts
  guards)
- listBalanceAccounts (excludes archived by default) / getBalanceAccount
  / createBalanceAccount (CAD-only at MVP) / updateBalanceAccount /
  archiveBalanceAccount / unarchiveBalanceAccount (soft delete)

Typed errors via BalanceServiceError + BalanceErrorCode union so the UI
can render distinct i18n messages. Domain types added under
`src/shared/types/index.ts`: BalanceCategoryKind, BalanceCategory,
BalanceAccount, BalanceAccountWithCategory, BALANCE_CURRENCY_CAD.

19 vitest cases cover: ordering, kind validation, seed protection,
linked-account guard, currency rejection, missing-category lookup,
soft delete + restore round-trip, symbol/notes normalization.

Refs #138

Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
2026-04-25 14:33:39 -04:00