Files
sendico/api/ledger/internal/service/ledger/posting_transfer.go

259 lines
9.1 KiB
Go

package ledger
import (
"context"
"fmt"
"strings"
"time"
"github.com/tech/sendico/ledger/storage"
"github.com/tech/sendico/ledger/storage/model"
"github.com/tech/sendico/pkg/api/routers/gsresponse"
"github.com/tech/sendico/pkg/merrors"
pmodel "github.com/tech/sendico/pkg/model"
"github.com/tech/sendico/pkg/model/account_role"
"github.com/tech/sendico/pkg/mutil/mzap"
ledgerv1 "github.com/tech/sendico/pkg/proto/ledger/v1"
"go.mongodb.org/mongo-driver/v2/bson"
"go.uber.org/zap"
)
// transferResponder implements internal transfer between accounts
func (s *Service) transferResponder(_ context.Context, req *ledgerv1.TransferRequest) gsresponse.Responder[ledgerv1.PostResponse] {
return func(ctx context.Context) (*ledgerv1.PostResponse, error) {
// Validate request
if req.IdempotencyKey == "" {
return nil, merrors.InvalidArgument("idempotency_key is required")
}
if req.OrganizationRef == "" {
return nil, merrors.InvalidArgument("organization_ref is required")
}
fromRoleModel := account_role.AccountRole("")
if req.FromRole != ledgerv1.AccountRole_ACCOUNT_ROLE_UNSPECIFIED {
var err error
fromRoleModel, err = protoAccountRoleToModel(req.FromRole)
if err != nil {
return nil, err
}
} else if strings.TrimSpace(req.FromLedgerAccountRef) == "" {
fromRoleModel = account_role.AccountRoleOperating
}
toRoleModel := account_role.AccountRole("")
if req.ToRole != ledgerv1.AccountRole_ACCOUNT_ROLE_UNSPECIFIED {
var err error
toRoleModel, err = protoAccountRoleToModel(req.ToRole)
if err != nil {
return nil, err
}
} else if strings.TrimSpace(req.ToLedgerAccountRef) == "" {
toRoleModel = account_role.AccountRoleOperating
}
if strings.TrimSpace(req.FromLedgerAccountRef) == "" && fromRoleModel == "" {
return nil, merrors.InvalidArgument("from_ledger_account_ref or from_role is required")
}
if strings.TrimSpace(req.ToLedgerAccountRef) == "" && toRoleModel == "" {
return nil, merrors.InvalidArgument("to_ledger_account_ref or to_role is required")
}
// Early self-transfer check when both refs are provided explicitly
if strings.TrimSpace(req.FromLedgerAccountRef) != "" && req.FromLedgerAccountRef == req.ToLedgerAccountRef {
return nil, merrors.InvalidArgument("cannot transfer to same account")
}
if err := validateMoney(req.Money, "money"); err != nil {
return nil, err
}
if err := validatePostingLines(req.Charges); err != nil {
return nil, err
}
orgRef, err := parseObjectID(req.OrganizationRef)
if err != nil {
return nil, err
}
logger := s.logger.With(
zap.String("idempotency_key", req.IdempotencyKey),
mzap.ObjRef("organization_ref", orgRef),
zap.String("from_account_ref", strings.TrimSpace(req.FromLedgerAccountRef)),
zap.String("to_account_ref", strings.TrimSpace(req.ToLedgerAccountRef)),
zap.String("currency", req.Money.Currency),
)
if fromRoleModel != "" {
logger = logger.With(zap.String("from_role", string(fromRoleModel)))
}
if toRoleModel != "" {
logger = logger.With(zap.String("to_role", string(toRoleModel)))
}
// Check for duplicate idempotency key
existingEntry, err := s.storage.JournalEntries().GetByIdempotencyKey(ctx, orgRef, req.IdempotencyKey)
if err == nil && existingEntry != nil {
recordDuplicateRequest(journalEntryTypeTransfer)
logger.Info("Duplicate transfer request (idempotency)",
zap.String("existingEntryID", existingEntry.GetID().Hex()))
return &ledgerv1.PostResponse{
JournalEntryRef: existingEntry.GetID().Hex(),
Version: existingEntry.Version,
EntryType: ledgerv1.EntryType_ENTRY_TRANSFER,
}, nil
}
if err != nil && err != storage.ErrJournalEntryNotFound {
logger.Warn("Failed to check idempotency", zap.Error(err))
return nil, merrors.Internal("failed to check idempotency")
}
// Resolve both accounts — by ref, by role, or ref+role assertion
fromAccount, fromAccountRef, err := s.resolveAccount(ctx, strings.TrimSpace(req.FromLedgerAccountRef), fromRoleModel, orgRef, req.Money.Currency, "from_account")
if err != nil {
return nil, err
}
if err := validateAccountForOrg(fromAccount, orgRef, req.Money.Currency); err != nil {
return nil, merrors.InvalidArgument(fmt.Sprintf("from_account: %s", err.Error()))
}
toAccount, toAccountRef, err := s.resolveAccount(ctx, strings.TrimSpace(req.ToLedgerAccountRef), toRoleModel, orgRef, req.Money.Currency, "to_account")
if err != nil {
return nil, err
}
if err := validateAccountForOrg(toAccount, orgRef, req.Money.Currency); err != nil {
return nil, merrors.InvalidArgument(fmt.Sprintf("to_account: %s", err.Error()))
}
// Post-resolution self-transfer check (catches role-resolved collisions)
if fromAccountRef == toAccountRef {
return nil, merrors.InvalidArgument("cannot transfer to same account")
}
accountsByRef := map[bson.ObjectID]*pmodel.LedgerAccount{
fromAccountRef: fromAccount,
toAccountRef: toAccount,
}
eventTime := getEventTime(req.EventTime)
transferAmount, _ := parseDecimal(req.Money.Amount)
// Create posting lines for transfer
// Dr From Account (debit = negative)
// Cr To Account (credit = positive)
postingLines := make([]*model.PostingLine, 0, 2+len(req.Charges))
// Debit from account
fromLine := &model.PostingLine{
JournalEntryRef: bson.NilObjectID,
AccountRef: fromAccountRef,
Amount: transferAmount.Neg().String(), // negative = debit
Currency: req.Money.Currency,
LineType: model.LineTypeMain,
}
fromLine.OrganizationRef = orgRef
postingLines = append(postingLines, fromLine)
// Credit to account
toLine := &model.PostingLine{
JournalEntryRef: bson.NilObjectID,
AccountRef: toAccountRef,
Amount: transferAmount.String(), // positive = credit
Currency: req.Money.Currency,
LineType: model.LineTypeMain,
}
toLine.OrganizationRef = orgRef
postingLines = append(postingLines, toLine)
// Process charges (fees/spreads)
for i, charge := range req.Charges {
chargeAccountRef, err := parseObjectID(charge.LedgerAccountRef)
if err != nil {
return nil, err
}
if charge.Money.Currency != req.Money.Currency {
return nil, merrors.InvalidArgument(fmt.Sprintf("charges[%d]: currency mismatch", i))
}
chargeAccount, err := s.getAccount(ctx, accountsByRef, chargeAccountRef)
if err != nil {
if err == storage.ErrAccountNotFound {
return nil, merrors.NoData(fmt.Sprintf("charges[%d]: account not found", i))
}
logger.Warn("Failed to get charge account", zap.Error(err), zap.String("chargeAccountRef", chargeAccountRef.Hex()))
return nil, merrors.Internal("failed to get charge account")
}
if err := validateAccountForOrg(chargeAccount, orgRef, charge.Money.Currency); err != nil {
return nil, merrors.InvalidArgument(fmt.Sprintf("charges[%d]: %s", i, err.Error()))
}
chargeAmount, err := parseDecimal(charge.Money.Amount)
if err != nil {
return nil, err
}
chargeLine := &model.PostingLine{
JournalEntryRef: bson.NilObjectID,
AccountRef: chargeAccountRef,
Amount: chargeAmount.String(),
Currency: charge.Money.Currency,
LineType: protoLineTypeToModel(charge.LineType),
}
chargeLine.OrganizationRef = orgRef
postingLines = append(postingLines, chargeLine)
}
// Execute in transaction
result, err := s.executeTransaction(ctx, func(txCtx context.Context) (any, error) {
entry := &model.JournalEntry{
IdempotencyKey: req.IdempotencyKey,
EventTime: eventTime,
EntryType: model.EntryTypeTransfer,
Description: req.Description,
Metadata: req.Metadata,
Version: time.Now().UnixNano(),
}
entry.OrganizationRef = orgRef
if err := s.storage.JournalEntries().Create(txCtx, entry); err != nil {
logger.Warn("Failed to create journal entry", zap.Error(err))
return nil, merrors.Internal("failed to create journal entry")
}
entryRef := entry.GetID()
if entryRef == nil {
return nil, merrors.Internal("journal entry missing identifier")
}
for _, line := range postingLines {
line.JournalEntryRef = *entryRef
}
if err := validateBalanced(postingLines); err != nil {
return nil, err
}
if err := s.storage.PostingLines().CreateMany(txCtx, postingLines); err != nil {
logger.Warn("Failed to create posting lines", zap.Error(err))
return nil, merrors.Internal("failed to create posting lines")
}
if err := s.upsertBalances(txCtx, postingLines, accountsByRef); err != nil {
return nil, err
}
if err := s.enqueueOutbox(txCtx, entry, postingLines); err != nil {
return nil, err
}
return &ledgerv1.PostResponse{
JournalEntryRef: entryRef.Hex(),
Version: entry.Version,
EntryType: ledgerv1.EntryType_ENTRY_TRANSFER,
}, nil
})
if err != nil {
recordJournalEntryError(journalEntryTypeTransfer, journalEntryErrorFailed)
return nil, err
}
amountFloat, _ := transferAmount.Float64()
recordTransactionAmount(req.Money.Currency, journalEntryTypeTransfer, amountFloat)
recordJournalEntry(journalEntryTypeTransfer, journalEntryStatusSuccess, 0)
return result.(*ledgerv1.PostResponse), nil
}
}