PSA/shared/billingClients/recurringServicePeriodDisplayState.ts
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Initial import of AlgaPSA codebase from PSA server
Excluded: .git, node_modules, secrets/, compose.env, assemblyscript tgz

Source: /opt/alga-psa on psa.joliet.tech
2026-06-22 16:12:17 -05:00

109 lines
3.4 KiB
TypeScript

import type {
IRecurringServicePeriodDisplayState,
IRecurringServicePeriodRecord,
} from '@alga-psa/types';
function humanizeReasonCode(reasonCode: string) {
switch (reasonCode) {
case 'boundary_adjustment':
return 'Boundary adjusted';
case 'invoice_window_adjustment':
return 'Invoice window adjusted';
case 'activity_window_adjustment':
return 'Activity window adjusted';
case 'skip':
return 'Skipped by billing staff';
case 'defer':
return 'Deferred to a later invoice window';
case 'source_rule_changed':
return 'Regenerated after source rule change';
case 'billing_schedule_changed':
return 'Regenerated after billing schedule change';
case 'cadence_owner_changed':
return 'Regenerated after cadence-owner change';
case 'activity_window_changed':
return 'Regenerated after activity-window change';
case 'backfill_realignment':
return 'Realigned during backfill';
case 'integrity_repair':
return 'Repaired for integrity';
case 'invoice_linkage_repair':
return 'Repaired after invoice-linkage correction';
case 'admin_correction':
return 'Corrected administratively';
case 'initial_materialization':
return 'Generated from source cadence';
case 'backfill_materialization':
return 'Generated during backfill';
default:
return reasonCode.replaceAll('_', ' ');
}
}
export function getRecurringServicePeriodDisplayState(
record: IRecurringServicePeriodRecord,
): IRecurringServicePeriodDisplayState {
const reasonLabel = humanizeReasonCode(record.provenance.reasonCode);
switch (record.lifecycleState) {
case 'generated':
return {
lifecycleState: 'generated',
label: 'Generated',
tone: 'neutral',
detail: 'Matches the current cadence rules and is awaiting billing or review.',
reasonLabel,
};
case 'edited':
return {
lifecycleState: 'edited',
label: 'Edited',
tone: 'accent',
detail: 'A later revision changed the generated schedule and remains active.',
reasonLabel,
};
case 'skipped':
return {
lifecycleState: 'skipped',
label: 'Skipped',
tone: 'warning',
detail: 'This future period is intentionally excluded from due selection until re-edited.',
reasonLabel,
};
case 'locked':
return {
lifecycleState: 'locked',
label: 'Locked',
tone: 'warning',
detail: 'This period is frozen for ordinary edits while awaiting billing or correction.',
reasonLabel,
};
case 'billed':
return {
lifecycleState: 'billed',
label: 'Billed',
tone: 'success',
detail: record.invoiceLinkage
? `Linked to invoice detail ${record.invoiceLinkage.invoiceChargeDetailId}.`
: 'Linked to billed history.',
reasonLabel,
};
case 'superseded':
return {
lifecycleState: 'superseded',
label: 'Superseded',
tone: 'muted',
detail: 'A newer revision replaced this period and this row remains for audit history.',
reasonLabel,
};
case 'archived':
return {
lifecycleState: 'archived',
label: 'Archived',
tone: 'muted',
detail: 'This historical row is retained only for audit and reconciliation.',
reasonLabel,
};
}
}