feat: add admin transaction create/update with auto payment status sync

Allow admins to edit transaction amount and status, recalculate payment totals, and mark invoices fully paid when paid transactions cover the payable amount.

components/payments/paymentService.js

@@ -62,6 +62,43 @@ const refreshPaymentTotals = async (payment) => {
   return payment;
 };
 
+const emitPaymentStatusChangedIfNeeded = (payment, previousStatus, actorId = null) => {
+  if (payment.status === previousStatus) return;
+  eventEmitter.emit(EVENT_NAMES.PAYMENT_STATUS_CHANGED, {
+    paymentId: payment._id,
+    userId: payment.user,
+    oldStatus: previousStatus,
+    newStatus: payment.status,
+    actorId
+  });
+};
+
+const reconcilePendingTransactions = async (payment) => {
+  const transactions = await Transaction.find({ payment: payment._id }).lean();
+  const remaining = getPayableAmount(payment) - sumPaidTransactions(transactions);
+  const pending = await Transaction.find({ payment: payment._id, status: 'pending' }).sort({ dueDate: 1 });
+
+  if (remaining <= 0) {
+    await Transaction.deleteMany({ payment: payment._id, status: 'pending' });
+    return;
+  }
+
+  if (pending.length) {
+    pending[0].amount = remaining;
+    await pending[0].save();
+    if (pending.length > 1) {
+      await Transaction.deleteMany({ _id: { $in: pending.slice(1).map((row) => row._id) } });
+    }
+    return;
+  }
+
+  await Transaction.create(buildTransactionPayload(payment, {
+    amount: remaining,
+    status: 'pending',
+    dueDate: payment.dueDate || new Date()
+  }));
+};
+
 const buildTransactionPayload = (payment, trxData, actorId = null) => {
   const status = trxData.status === 'pending' ? 'pending' : (trxData.status === 'paid' || trxData.date ? 'paid' : 'pending');
   const paidDate = parseDate(trxData.date) || (status === 'paid' ? new Date() : undefined);
@@ -248,15 +285,7 @@ const updatePayment = async (id, body, actorId = null) => {
     await refreshPaymentTotals(payment);
   }
 
-  if (body.status && body.status !== previousStatus) {
-    eventEmitter.emit(EVENT_NAMES.PAYMENT_STATUS_CHANGED, {
-      paymentId: payment._id,
-      userId: payment.user,
-      oldStatus: previousStatus,
-      newStatus: payment.status,
-      actorId
-    });
-  }
+  emitPaymentStatusChangedIfNeeded(payment, previousStatus, actorId);
 
   return getPaymentById(payment._id);
 };
@@ -274,26 +303,60 @@ const addTransaction = async (paymentId, trxData, actorId = null) => {
   const payment = await Payment.findById(paymentId);
   if (!payment) throw new AppError('PAYMENT_NOT_FOUND');
 
+  const previousStatus = payment.status;
   const payload = buildTransactionPayload(payment, { ...trxData, status: trxData.status || 'paid' }, actorId);
   if (!payload.amount) throw new AppError('VALIDATION_FAILED', { amount: 'Amount is required' }, 'مبلغ تراکنش الزامی است.');
   await Transaction.create(payload);
 
-  const remaining = getPayableAmount(payment) - sumPaidTransactions(await Transaction.find({ payment: payment._id }).lean());
-  const pending = await Transaction.find({ payment: payment._id, status: 'pending' }).sort({ dueDate: 1 });
-  if (remaining <= 0) {
-    await Transaction.deleteMany({ payment: payment._id, status: 'pending' });
-  } else if (pending.length) {
-    pending[0].amount = remaining;
-    await pending[0].save();
-    if (pending.length > 1) {
-      await Transaction.deleteMany({ _id: { $in: pending.slice(1).map((row) => row._id) } });
-    }
-  }
-
+  await reconcilePendingTransactions(payment);
   await refreshPaymentTotals(payment);
+
+  eventEmitter.emit(EVENT_NAMES.PAYMENT_TRANSACTION_ADDED, {
+    paymentId: payment._id,
+    userId: payment.user,
+    actorId
+  });
+  emitPaymentStatusChangedIfNeeded(payment, previousStatus, actorId);
+
   return getPaymentById(paymentId);
 };
 
+const updateTransaction = async (transactionId, body, actorId = null) => {
+  const trx = await Transaction.findById(transactionId);
+  if (!trx) throw new AppError('TRANSACTION_NOT_FOUND');
+
+  const payment = await Payment.findById(trx.payment);
+  if (!payment) throw new AppError('PAYMENT_NOT_FOUND');
+
+  const previousStatus = payment.status;
+  const merged = {
+    amount: body.amount !== undefined ? body.amount : trx.amount,
+    status: body.status !== undefined ? body.status : trx.status,
+    method: body.method !== undefined ? body.method : trx.method,
+    receiptNumber: body.receiptNumber !== undefined ? body.receiptNumber : trx.receiptNumber,
+    notes: body.notes !== undefined ? body.notes : trx.notes,
+    dueDate: body.dueDate !== undefined ? body.dueDate : trx.dueDate,
+    date: body.date !== undefined ? body.date : trx.date
+  };
+
+  const payload = buildTransactionPayload(payment, merged, actorId);
+  trx.amount = payload.amount;
+  trx.status = payload.status;
+  trx.method = payload.method;
+  trx.receiptNumber = payload.receiptNumber;
+  trx.notes = payload.notes;
+  trx.dueDate = payload.dueDate;
+  trx.date = payload.date;
+  if (actorId) trx.recordedBy = actorId;
+
+  await trx.save();
+  await reconcilePendingTransactions(payment);
+  await refreshPaymentTotals(payment);
+  emitPaymentStatusChangedIfNeeded(payment, previousStatus, actorId);
+
+  return getPaymentById(payment._id);
+};
+
 const getMyPayments = async (userId, query = {}) => {
   return getAllPayments({ ...query, userId });
 };
@@ -306,10 +369,12 @@ module.exports = {
   deletePayment,
   searchPayments,
   addTransaction,
+  updateTransaction,
   getMyPayments,
   createTransactionsForPayment,
   refreshPaymentTotals,
   buildTransactionPayload,
+  reconcilePendingTransactions,
   // Aliases for older call sites
   getAll: getAllPayments,
   getOne: getPaymentById,