Files
budget2.0/src/store/actions.ts
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import { newId } from "../domain/seed.ts";
import { compareMonths, monthOf } from "../domain/months.ts";
import { toDayOrdinal } from "../domain/days.ts";
import { roundMoney } from "../domain/money.ts";
import { currencyUsage, normalizeCurrencyCode } from "../domain/currencies.ts";
import { wouldAdvancePast } from "../domain/occurrences.ts";
import type {
Currency,
CurrencyDef,
Dataset,
BudgetFolder,
FolderId,
FxRate,
IsoDate,
Money,
Month,
MonthId,
Post,
PostId,
Purchase,
PurchaseId,
Recurrence,
RecurringCost,
RecurringCostId,
Rule,
RuleVersion,
Schedule,
Split,
} from "../domain/types.ts";
/**
* Every function here mutates a draft Dataset in place. They are called from
* store.mutate(), which clones before applying and writes through afterwards.
*
* Every MONEY amount that flows through here is rounded to the dataset's
* decimal places (via roundMoney) before it lands in the draft, per AGENTS.md's
* "round before persisting" rule. FxRate.baseUnitsPerOne is deliberately
* exempted in setFxRate below — an exchange rate is not money, and rounding
* it to cents would be wrong in kind (see the comment there).
*/
function requirePost(draft: Dataset, postId: PostId): Post {
const post = draft.posts.find((p) => p.id === postId);
if (!post) throw new Error(`Unknown post: ${postId}`);
return post;
}
export type BudgetItemKey = { kind: "folder" | "post" | "recurring"; id: string };
type BudgetItem = BudgetFolder | Post | RecurringCost;
type BudgetSibling = BudgetItemKey & { order: number };
function siblingRefs(draft: Dataset, parentId: FolderId | null): Array<{ key: BudgetItemKey; item: BudgetItem }> {
return [
...draft.folders.filter(item => item.parentId === parentId).map(item => ({ key: { kind: "folder" as const, id: item.id }, item })),
...draft.posts.filter(item => item.folderId === parentId).map(item => ({ key: { kind: "post" as const, id: item.id }, item })),
...draft.recurring.filter(item => item.folderId === parentId).map(item => ({ key: { kind: "recurring" as const, id: item.id }, item })),
].sort((a, b) => a.item.order - b.item.order);
}
/** A clock-free, FX-free view of the shared order for Settings and placement. */
export function budgetSiblings(draft: Dataset, parentId: FolderId | null): BudgetSibling[] {
return siblingRefs(draft, parentId).map(({ key, item }) => ({ ...key, order: item.order }));
}
function nextSiblingOrder(draft: Dataset, parentId: FolderId | null): number {
const siblings = siblingRefs(draft, parentId);
return siblings.length ? siblings[siblings.length - 1]!.item.order + 1 : 0;
}
function requireFolder(draft: Dataset, id: FolderId): BudgetFolder {
const folder = draft.folders.find(item => item.id === id);
if (!folder) throw new Error(`Unknown folder: ${id}`);
return folder;
}
function requireFolderName(name: string): string {
const trimmed = name.trim();
if (!trimmed) throw new Error("Folder name cannot be blank");
return trimmed;
}
function requireBudgetItem(draft: Dataset, key: BudgetItemKey): BudgetItem {
if (key.kind === "folder") return requireFolder(draft, key.id);
if (key.kind === "post") return requirePost(draft, key.id);
if (key.kind === "recurring") return requireRecurringCost(draft, key.id);
throw new Error(`Unknown budget item kind: ${String(key.kind)}`);
}
function itemParent(key: BudgetItemKey, item: BudgetItem): FolderId | null {
return key.kind === "folder" ? (item as BudgetFolder).parentId : (item as Post | RecurringCost).folderId;
}
export function addBudgetFolder(draft: Dataset, name: string, parentId: FolderId | null): BudgetFolder {
const resolvedName = requireFolderName(name);
if (parentId !== null) requireFolder(draft, parentId);
const folder: BudgetFolder = { id: newId(), name: resolvedName, parentId, order: nextSiblingOrder(draft, parentId) };
draft.folders.push(folder);
return folder;
}
export function renameBudgetFolder(draft: Dataset, id: FolderId, name: string): void {
const folder = requireFolder(draft, id);
const resolvedName = requireFolderName(name);
folder.name = resolvedName;
}
export function placeBudgetItem(draft: Dataset, key: BudgetItemKey, destination: FolderId | null, index: number): void {
const item = requireBudgetItem(draft, key);
if (destination !== null) requireFolder(draft, destination);
if (key.kind === "folder") {
let cursor = destination;
while (cursor !== null) {
if (cursor === key.id) throw new Error("A folder cannot be moved into itself or a descendant");
cursor = requireFolder(draft, cursor).parentId;
}
}
const source = itemParent(key, item);
const sourceItems = siblingRefs(draft, source).filter(entry => !(entry.key.kind === key.kind && entry.key.id === key.id));
const destinationItems = source === destination ? sourceItems : siblingRefs(draft, destination);
if (!Number.isInteger(index) || index < 0 || index > destinationItems.length) {
throw new Error(`Invalid sibling index: ${index}`);
}
if (key.kind === "folder") (item as BudgetFolder).parentId = destination;
else (item as Post | RecurringCost).folderId = destination;
destinationItems.splice(index, 0, { key, item });
if (source !== destination) sourceItems.forEach((entry, order) => { entry.item.order = order; });
destinationItems.forEach((entry, order) => { entry.item.order = order; });
}
function requirePurchase(draft: Dataset, purchaseId: PurchaseId): Purchase {
const purchase = draft.purchases.find((p) => p.id === purchaseId);
if (!purchase) throw new Error(`Unknown purchase: ${purchaseId}`);
return purchase;
}
/** Rounds a non-money percentage (e.g. Rule.percent, Split.value) to 2 decimals. */
function round2(value: number): number {
return Number(value.toFixed(2));
}
function roundMoneyValue(draft: Dataset, money: Money): Money {
return {
amount: roundMoney(money.amount, draft.settings.digits),
currency: money.currency,
};
}
function roundRule(draft: Dataset, rule: Rule): Rule {
if (rule.kind === "fixed") {
return { kind: "fixed", amount: roundMoneyValue(draft, rule.amount) };
}
return { kind: "percentOfIncome", percent: round2(rule.percent) };
}
/**
* A split's `value` is a percentage in "percent" mode and MONEY in the
* purchase's currency in "fixed" mode, so the two round differently: a
* percentage always to 2 decimals, money to the dataset's decimal places.
* Rounding both to a hardcoded 2 is correct only while that setting is 2.
*/
function roundSplits(
draft: Dataset,
splits: Split[],
splitMode: Purchase["splitMode"],
_currency: Currency,
): Split[] {
const digits = draft.settings.digits;
return splits.map((split) => ({
...split,
value: splitMode === "fixed" ? roundMoney(split.value, digits) : round2(split.value),
}));
}
function roundSchedule(draft: Dataset, schedule: Schedule | null): Schedule | null {
if (!schedule) return null;
return {
...schedule,
slices: schedule.slices.map((slice) => ({
month: slice.month,
amount: roundMoneyValue(draft, slice.amount),
})),
};
}
export function ensureMonth(draft: Dataset, monthId: MonthId): Month {
const existing = draft.months.find((m) => m.id === monthId);
if (existing) return existing;
const created: Month = {
id: monthId,
income: { amount: 0, currency: draft.settings.baseCurrency },
ruleOverrides: {},
};
draft.months.push(created);
draft.months.sort((a, b) => a.id.localeCompare(b.id));
return created;
}
export function setIncome(draft: Dataset, monthId: MonthId, income: Money): void {
ensureMonth(draft, monthId).income = roundMoneyValue(draft, income);
}
export function setRuleOverride(
draft: Dataset,
monthId: MonthId,
postId: PostId,
rule: Rule | null,
): void {
const month = ensureMonth(draft, monthId);
if (rule === null) {
delete month.ruleOverrides[postId];
return;
}
month.ruleOverrides[postId] = roundRule(draft, rule);
}
export function addPost(draft: Dataset, name: string, currency: Currency, folderId: FolderId | null = null): Post {
if (folderId !== null) requireFolder(draft, folderId);
const post: Post = {
id: newId(),
name,
order: nextSiblingOrder(draft, folderId),
folderId,
archived: false,
currency,
rules: [],
};
draft.posts.push(post);
return post;
}
export function updatePost(
draft: Dataset,
postId: PostId,
changes: Partial<Omit<Post, "id" | "folderId" | "order">>,
): void {
const post = requirePost(draft, postId);
if ("folderId" in changes || "order" in changes) throw new Error("Use placeBudgetItem to move a post");
const resolved: Partial<Omit<Post, "id" | "folderId" | "order">> = { ...changes };
Object.assign(post, resolved);
}
/** Archives rather than deletes, because purchases reference posts. */
export function setPostArchived(
draft: Dataset,
postId: PostId,
archived: boolean,
): void {
requirePost(draft, postId).archived = archived;
}
export function movePost(draft: Dataset, postId: PostId, direction: -1 | 1): void {
const post = requirePost(draft, postId);
const ordered = budgetSiblings(draft, post.folderId);
const index = ordered.findIndex(item => item.kind === "post" && item.id === postId);
const target = index + direction;
if (target < 0 || target >= ordered.length) return;
placeBudgetItem(draft, { kind: "post", id: postId }, post.folderId, target);
}
/**
* Inserts or replaces the version starting at `from`, keeping `rules` sorted.
* Replacing rather than appending is what keeps the effective rule
* unambiguous: two versions sharing a month would both be "in effect", and
* ruleAt would resolve to whichever the sort happened to leave last.
*/
export function setRuleFrom(
draft: Dataset,
postId: PostId,
from: MonthId,
rule: Rule,
): void {
const post = requirePost(draft, postId);
const version: RuleVersion = { from, rule: roundRule(draft, rule) };
const existing = post.rules.findIndex((v) => v.from === from);
if (existing === -1) post.rules.push(version);
else post.rules[existing] = version;
post.rules.sort((a, b) => compareMonths(a.from, b.from));
}
/**
* Deletes the version starting at `from`. Removing the earliest one means the
* months before the next version now resolve to no rule, and allocate zero.
*/
export function removeRuleFrom(draft: Dataset, postId: PostId, from: MonthId): void {
const post = requirePost(draft, postId);
post.rules = post.rules.filter((v) => v.from !== from);
}
export function addPurchase(
draft: Dataset,
purchase: Omit<Purchase, "id">,
): Purchase {
const created: Purchase = {
...purchase,
id: newId(),
total: roundMoneyValue(draft, purchase.total),
splits: roundSplits(draft, purchase.splits, purchase.splitMode, purchase.total.currency),
schedule: roundSchedule(draft, purchase.schedule),
};
draft.purchases.push(created);
// Make sure every month the purchase touches exists, so income can be
// entered against it later.
const months = created.schedule
? created.schedule.slices.map((s) => s.month)
: [monthOf(created.date)];
for (const monthId of months) ensureMonth(draft, monthId);
return created;
}
/**
* A confirmation's `date` is TRUTH, and under `lastCharge` anchoring it is
* what `occurrencesOf` measures the NEXT occurrence from. Moved back far
* enough, the step from it lands at or before the slot the purchase claims,
* and the walk throws its "did not advance" error — out of `foldBalances`, so
* every month route, the year view and the summary go down at once, from an
* edit made in the ordinary purchase dialog that never mentioned recurring
* costs. Refusing the write is the only place that state can be prevented:
* the walk's throw is correct and must not be softened, and by the time it
* fires the bad data is already saved.
*
* `wouldAdvancePast` answers exactly this question and is what `ExpectedBand`
* asks before OFFERING a row; both must agree with the walk, so neither
* re-derives the condition.
*
* Two deliberate pass-throughs. A purchase with no slot is an ordinary
* purchase and is not checked at all — this is the hot path for every
* ordinary edit. A slot naming a cost that no longer exists is not checked
* either: a dangling source is a separate concern, and refusing here would
* only strand the purchase.
*/
function requireConfirmationAdvances(
draft: Dataset,
purchase: Purchase,
source: Purchase["source"],
date: IsoDate,
): void {
if (!source) return;
const cost = draft.recurring.find((c) => c.id === source.recurringId);
if (!cost) return;
if (wouldAdvancePast(cost, source.occurrenceDate, date)) return;
throw new Error(
`Purchase ${purchase.id} confirms "${cost.name}" for ${source.occurrenceDate}, and ` +
`dating it ${date} would not move the series past that occurrence — ` +
`pick a later date, or delete the purchase to un-confirm the occurrence`,
);
}
export function updatePurchase(
draft: Dataset,
purchaseId: PurchaseId,
changes: Partial<Omit<Purchase, "id">>,
): void {
const purchase = requirePurchase(draft, purchaseId);
if (changes.date !== undefined && changes.date !== purchase.date) {
requireConfirmationAdvances(
draft,
purchase,
"source" in changes ? changes.source : purchase.source,
changes.date,
);
}
const resolved: Partial<Omit<Purchase, "id">> = { ...changes };
if (changes.total) {
resolved.total = roundMoneyValue(draft, changes.total);
}
if (changes.splits) {
// Either field may be absent from a partial update; the stored purchase
// supplies whichever one is, so the mode and currency always agree with
// the values being rounded.
resolved.splits = roundSplits(
draft,
changes.splits,
changes.splitMode ?? purchase.splitMode,
(resolved.total ?? purchase.total).currency,
);
}
if (changes.schedule !== undefined) {
resolved.schedule = roundSchedule(draft, changes.schedule);
}
Object.assign(purchase, resolved);
}
export function deletePurchase(draft: Dataset, purchaseId: PurchaseId): void {
draft.purchases = draft.purchases.filter((p) => p.id !== purchaseId);
}
export function cancelScheduleFrom(
draft: Dataset,
purchaseId: PurchaseId,
monthId: MonthId,
): void {
const purchase = requirePurchase(draft, purchaseId);
if (!purchase.schedule) {
throw new Error(`Purchase ${purchaseId} has no finance plan to cancel`);
}
purchase.schedule.cancelledFromMonth = monthId;
}
/**
* Stores the rate exactly as passed. Exchange rates are not money: they are
* kept at six decimal places (see fxApi.ts's toFixed(6)), and rounding one to
* the dataset's decimals would quantize a rate below 0.01 straight to zero.
*/
/** Codes are identity, so they are validated the same way on every path. */
const CURRENCY_CODE = /^[A-Z]{2,8}$/;
function requireCurrencyDef(def: CurrencyDef): CurrencyDef {
const code = normalizeCurrencyCode(def.code);
if (!CURRENCY_CODE.test(code)) {
throw new Error(`Currency code "${def.code}" must be 2-8 letters`);
}
return {
code,
...(def.symbol?.trim() ? { symbol: def.symbol.trim() } : {}),
...(def.name?.trim() ? { name: def.name.trim() } : {}),
};
}
export function addCurrency(draft: Dataset, def: CurrencyDef): CurrencyDef {
const currency = requireCurrencyDef(def);
if (draft.currencies.some((existing) => existing.code === currency.code)) {
throw new Error(`Currency ${currency.code} is already defined`);
}
draft.currencies.push(currency);
return currency;
}
export function updateCurrency(
draft: Dataset,
code: Currency,
changes: Partial<Omit<CurrencyDef, "code">>,
): void {
const existing = draft.currencies.find((currency) => currency.code === code);
if (!existing) throw new Error(`Unknown currency: ${code}`);
// The code is identity — it keys the FX table and every stored Money — so it
// is deliberately not editable. Renaming one means adding the new code,
// moving what refers to it, and removing the old.
Object.assign(existing, requireCurrencyDef({ ...existing, ...changes, code }));
}
/**
* Refuses to remove a currency anything still refers to, naming what refers to
* it. Its exchange rate goes with it, so no orphan row survives.
*/
export function removeCurrency(draft: Dataset, code: Currency): void {
const used = currencyUsage(draft, code);
if (used.length > 0) {
const isBase = draft.settings.baseCurrency === code;
throw new Error(
isBase
? `${code} is the base currency; choose another base before removing it`
: `${code} is in use by ${used.slice(0, 3).join(", ")}${used.length > 3 ? ` and ${used.length - 3} more` : ""}`,
);
}
draft.currencies = draft.currencies.filter((currency) => currency.code !== code);
draft.fxRates = draft.fxRates.filter((rate) => rate.currency !== code);
}
export function setFxRate(draft: Dataset, rate: FxRate): void {
const index = draft.fxRates.findIndex((r) => r.currency === rate.currency);
if (index === -1) draft.fxRates.push(rate);
else draft.fxRates[index] = rate;
}
/**
* Removes a currency's rate row entirely. A cleared rate MUST become an
* absent row, not a stored 0: toBase() throws MissingRateError for an absent
* row but silently converts to 0 for a stored zero rate, which would corrupt
* every purchase in that currency without any error surfacing. Callers (the
* currency settings input) must route a cleared/invalid rate here instead of
* through setFxRate with a 0.
*/
export function removeFxRate(draft: Dataset, currency: Currency): void {
draft.fxRates = draft.fxRates.filter((r) => r.currency !== currency);
}
/** The base currency never has a rate row of its own. */
/**
* The decimal places every amount rounds to, dataset-wide.
*
* Amounts already stored are deliberately NOT rewritten. Moving the setting is
* a rounding rule going forward: 49.95 stays 49.95 and displays as 50, while
* every total recomputes at the new precision. Rewriting each `Money` would be
* a destructive whole-dataset write — the kind that owes the owner a backup
* export first — and it is lossy one way, since 2 -> 0 discards what 0 -> 2
* cannot bring back.
*
* Throws rather than clamping: a digit count outside 0-4 is a caller bug, and
* silently storing 2 instead is how a wrong number becomes invisible. The
* Settings input guards before calling, so no event handler sees this throw.
*/
export function setDigits(draft: Dataset, digits: number): void {
if (!Number.isInteger(digits) || digits < 0 || digits > 4) {
throw new Error("Decimal places must be a whole number between 0 and 4");
}
draft.settings.digits = digits;
}
export function setBaseCurrency(draft: Dataset, currency: Currency): void {
draft.settings.baseCurrency = currency;
draft.fxRates = draft.fxRates.filter((r) => r.currency !== currency);
}
function requireRecurringCost(draft: Dataset, id: RecurringCostId): RecurringCost {
const cost = draft.recurring.find((c) => c.id === id);
if (!cost) throw new Error(`Unknown recurring cost: ${id}`);
return cost;
}
/**
* The projection walk in `domain/occurrences.ts` terminates only if every step
* strictly advances, and `n` is what guarantees that. The JSON importer checks
* the same thing; this is the other write path, and both have to hold or the
* fold can hang.
*/
function requireRecurrence(recurrence: Recurrence): Recurrence {
if (!Number.isInteger(recurrence.n)) {
throw new Error(`A recurrence interval must be a whole number, not ${recurrence.n}`);
}
if (recurrence.n < 1) {
throw new Error(`A recurrence interval must be at least 1, not ${recurrence.n}`);
}
if (recurrence.kind === "everyNWeeks") {
if (!Number.isInteger(recurrence.weekday) || recurrence.weekday < 0 || recurrence.weekday > 6) {
throw new Error(`A weekday must be 0-6 (0 is Sunday), not ${recurrence.weekday}`);
}
}
return recurrence;
}
const DAY_GRANULAR_DATE = /^\d{4}-\d{2}-\d{2}$/;
/**
* `everyNMonths` walks the cursor through `monthOf`, so it tolerates either
* granularity of `startDate`. `everyNDays` and `everyNWeeks` hand it straight
* to `addDays`, which throws on a month-only date — so those kinds require a
* day-granular `startDate` here, at the boundary, rather than three months
* later when a fold walks off the end of it.
*
* Shape alone is not enough: "2026-09-31" is day-SHAPED but calendar-
* impossible (September has 30 days), and would otherwise reach `addDays` (or
* sit unnoticed under `everyNMonths`) and throw three months later out of the
* fold instead of here. Route a day-granular value through `toDayOrdinal` and
* a month-granular one through `monthOf` — both already throw on exactly
* that — and translate whatever they throw into this file's own error style.
*/
function requireStartDateGranularity(recurrence: Recurrence, startDate: IsoDate): void {
const dayGranular = DAY_GRANULAR_DATE.test(startDate);
if (recurrence.kind !== "everyNMonths" && !dayGranular) {
throw new Error(
`A "${recurrence.kind}" recurrence needs a day-granular startDate ("YYYY-MM-DD"), not "${startDate}"`,
);
}
try {
if (dayGranular) toDayOrdinal(startDate);
else monthOf(startDate);
} catch (error) {
throw new Error(
`A "${recurrence.kind}" recurrence needs a valid startDate, not "${startDate}" (${(error as Error).message})`,
);
}
}
export function addRecurringCost(
draft: Dataset,
cost: Omit<RecurringCost, "id" | "order">,
): RecurringCost {
const recurrence = requireRecurrence(cost.recurrence);
requireStartDateGranularity(recurrence, cost.startDate);
if (cost.folderId !== null) requireFolder(draft, cost.folderId);
const created: RecurringCost = {
...cost,
id: newId(),
order: nextSiblingOrder(draft, cost.folderId),
recurrence,
amount: roundMoneyValue(draft, cost.amount),
splits: roundSplits(draft, cost.splits, cost.splitMode, cost.amount.currency),
};
draft.recurring.push(created);
return created;
}
/**
* `archived` and `endedFrom` are excluded on purpose: they are a coherent
* pair (`archived` mirrors "`endedFrom` is set") maintained ONLY by
* `setRecurringCostEndedFrom`, and a caller able to pass either through here
* could desynchronise them — a bill that reads as live but is dimmed, or
* ended but not. Route a change to either field through
* `setRecurringCostEndedFrom` (or its `endRecurringCost`/`restoreRecurringCost`
* convenience wrappers) instead.
*/
export function updateRecurringCost(
draft: Dataset,
id: RecurringCostId,
changes: Partial<Omit<RecurringCost, "id" | "archived" | "endedFrom" | "folderId" | "order">>,
): void {
const cost = requireRecurringCost(draft, id);
if ("folderId" in changes || "order" in changes) throw new Error("Use placeBudgetItem to move a recurring cost");
const resolved: Partial<Omit<RecurringCost, "id" | "archived" | "endedFrom" | "folderId" | "order">> = { ...changes };
if (changes.recurrence) {
resolved.recurrence = requireRecurrence(changes.recurrence);
}
// Runs on every update, not just one that touches recurrence or startDate:
// either field alone can break the pairing (a kind flip against an
// untouched month-only startDate is exactly how this bug was reached).
requireStartDateGranularity(
resolved.recurrence ?? cost.recurrence,
resolved.startDate ?? cost.startDate,
);
if (changes.amount) {
resolved.amount = roundMoneyValue(draft, changes.amount);
}
if (changes.splits) {
// Either field may be absent from a partial update; the stored cost
// supplies whichever one is, so the mode and currency always agree with
// the values being rounded.
resolved.splits = roundSplits(
draft,
changes.splits,
changes.splitMode ?? cost.splitMode,
(resolved.amount ?? cost.amount).currency,
);
}
Object.assign(cost, resolved);
}
export function moveRecurringCost(
draft: Dataset,
id: RecurringCostId,
direction: -1 | 1,
): void {
const cost = requireRecurringCost(draft, id);
const ordered = budgetSiblings(draft, cost.folderId);
const index = ordered.findIndex(item => item.kind === "recurring" && item.id === id);
const target = index + direction;
if (target < 0 || target >= ordered.length) return;
placeBudgetItem(draft, { kind: "recurring", id }, cost.folderId, target);
}
/**
* Sets or clears `endedFrom` directly — what the Settings "Ends" column edits
* — keeping `archived` coherent with it. The rule: `archived` mirrors
* "`endedFrom` is set", same as `endRecurringCost`/`restoreRecurringCost`
* below, which now both delegate here. That is what stops the two fields
* diverging into a bill that reads as live but is dimmed, or ended but not.
*
* Both fields, because they mean different things: `endedFrom` stops the
* PROJECTION, and `archived` only flags the row — same as a post, it stays
* listed (sorted in, rendered at reduced opacity) rather than being filtered
* out. Archiving alone would leave the bill projecting forever; setting
* `endedFrom` alone would leave a dead bill undimmed in the list. Neither
* touches a past occurrence, so no historical figure moves.
*
* `endedFrom` itself is unchecked here — no granularity rule applies to it
* (§10; it is only ever compared lexicographically, never reaches
* `addDays`) — so the caller validates it is a real `IsoDate` before this is
* called, the same way the "Starts" field already does for `startDate`.
*/
export function setRecurringCostEndedFrom(
draft: Dataset,
id: RecurringCostId,
endedFrom: IsoDate | undefined,
): void {
const cost = requireRecurringCost(draft, id);
if (endedFrom === undefined) {
delete cost.endedFrom;
cost.archived = false;
} else {
cost.endedFrom = endedFrom;
cost.archived = true;
}
}
/** The one-click convenience: stop a bill from `from` onward and dim it. */
export function endRecurringCost(draft: Dataset, id: RecurringCostId, from: IsoDate): void {
setRecurringCostEndedFrom(draft, id, from);
}
/** The one-click convenience: clear the cancellation and un-dim the row. */
export function restoreRecurringCost(draft: Dataset, id: RecurringCostId): void {
setRecurringCostEndedFrom(draft, id, undefined);
}
/**
* Turns one projected occurrence into a real purchase.
*
* `occurrenceDate` is the slot being claimed and goes into `source`;
* `overrides.date` is when the money actually moved and goes on the purchase.
* They differ whenever a bill is paid off schedule, and under `lastCharge`
* anchoring it is the latter that rebases the series — which is the whole of
* the phone-bill behaviour.
*
* Deleting the purchase later un-confirms the slot, with nothing to reconcile.
*/
export function confirmOccurrence(
draft: Dataset,
recurringId: RecurringCostId,
occurrenceDate: IsoDate,
overrides: { date?: IsoDate; amount?: Money } = {},
): Purchase {
const cost = requireRecurringCost(draft, recurringId);
return addPurchase(draft, {
date: overrides.date ?? occurrenceDate,
description: cost.name,
total: overrides.amount ?? cost.amount,
splitMode: cost.splitMode,
// Copied, not shared: editing the purchase's splits must not rewrite the
// cost's, and `mutate` clones the draft rather than deep-freezing it.
splits: cost.splits.map((split) => ({ ...split })),
schedule: null,
source: { recurringId, occurrenceDate },
});
}