Add fields for payment authorisation and decline tracking in payment schema

- Introduced 'authorisedAt' and 'declinedAt' fields to the payment schema to track payment status changes.
- Added new rollup configurations for counting and summing authorised and declined payments.

src/database/schemas/finance/payment.schema.js

@@ -15,6 +15,8 @@ const paymentSchema = new Schema(
     },
     paymentDate: { type: Date, required: false },
     postedAt: { type: Date, required: false },
+    authorisedAt: { type: Date, required: false },
+    declinedAt: { type: Date, required: false },
     cancelledAt: { type: Date, required: false },
     paymentMethod: { type: String, required: false },
     notes: { type: String, required: false },
@@ -39,6 +41,22 @@ const rollupConfigs = [
       { name: 'postedAmount', property: 'amount', operation: 'sum' },
     ],
   },
+  {
+    name: 'authorised',
+    filter: { 'state.type': 'authorised' },
+    rollups: [
+      { name: 'authorisedCount', property: 'state.type', operation: 'count' },
+      { name: 'authorisedAmount', property: 'amount', operation: 'sum' },
+    ],
+  },
+  {
+    name: 'declined',
+    filter: { 'state.type': 'declined' },
+    rollups: [
+      { name: 'declinedCount', property: 'state.type', operation: 'count' },
+      { name: 'declinedAmount', property: 'amount', operation: 'sum' },
+    ],
+  },
   {
     name: 'cancelled',
     filter: { 'state.type': 'cancelled' },

src/database/schemas/models.js

@@ -36,7 +36,7 @@ import { fileModel } from './management/file.schema.js';
 import { courierServiceModel } from './management/courierservice.schema.js';
 import { courierModel } from './management/courier.schema.js';
 import { taxRateModel } from './management/taxrate.schema.js';
-import { taxRecordModel } from './management/taxrecord.schema.js';
+import { taxRecordModel } from './finance/taxrecord.schema.js';
 import { shipmentModel } from './inventory/shipment.schema.js';
 import { invoiceModel } from './finance/invoice.schema.js';
 import { clientModel } from './sales/client.schema.js';

src/updates/__tests__/updatemanager.test.js

@@ -7,18 +7,6 @@ jest.unstable_mockModule('../../database/nats.js', () => ({
   }
 }));
 
-jest.unstable_mockModule('../../database/database.js', () => ({
-  listObjects: jest.fn()
-}));
-
-jest.unstable_mockModule('../../database/schemas/models.js', () => ({
-  models: {
-    PRN: {
-      model: { modelName: 'printer' }
-    }
-  }
-}));
-
 jest.unstable_mockModule('log4js', () => ({
   default: {
     getLogger: () => ({
@@ -42,7 +30,6 @@ jest.unstable_mockModule('../../config.js', () => ({
 
 const { UpdateManager } = await import('../updatemanager.js');
 const { natsServer } = await import('../../database/nats.js');
-const { listObjects } = await import('../../database/database.js');
 
 describe('UpdateManager', () => {
   let mockSocketClient;
@@ -84,8 +71,11 @@ describe('UpdateManager', () => {
 
     it('should emit filtered new object events when the list filter matches', async () => {
       const filter = { 'state.type': 'ready' };
-      const data = { _id: '123', name: 'New Printer' };
-      listObjects.mockResolvedValueOnce([data]);
+      const data = {
+        _id: '123',
+        name: 'New Printer',
+        state: { type: 'ready' }
+      };
 
       await updateManager.subscribeToObjectNew('printer', filter);
 
@@ -98,10 +88,6 @@ describe('UpdateManager', () => {
       const natsCallback = natsServer.subscribe.mock.calls[0][2];
       await natsCallback('printers.new', data);
 
-      expect(listObjects).toHaveBeenCalledWith({
-        model: { modelName: 'printer' },
-        filter: { 'state.type': 'ready', _id: '123' }
-      });
       expect(mockSocketClient.socket.emit).toHaveBeenCalledWith('objectNew', {
         object: data,
         objectType: 'printer',
@@ -111,7 +97,6 @@ describe('UpdateManager', () => {
 
     it('should skip filtered new object events when the list filter misses', async () => {
       const filter = { 'state.type': 'ready' };
-      listObjects.mockResolvedValueOnce([]);
 
       await updateManager.subscribeToObjectNew('printer', filter);
 
@@ -120,6 +105,35 @@ describe('UpdateManager', () => {
 
       expect(mockSocketClient.socket.emit).not.toHaveBeenCalled();
     });
+
+    it('should match reference filters when the id is populated or flat', async () => {
+      const filter = { 'parent._id': 'parent-id' };
+
+      await updateManager.subscribeToObjectNew('note', filter);
+      const natsCallback = natsServer.subscribe.mock.calls[0][2];
+
+      await natsCallback('notes.new', {
+        _id: 'note-1',
+        parent: { _id: 'parent-id' }
+      });
+      expect(mockSocketClient.socket.emit).toHaveBeenCalledTimes(1);
+
+      mockSocketClient.socket.emit.mockClear();
+
+      await natsCallback('notes.new', {
+        _id: 'note-2',
+        parent: 'parent-id'
+      });
+      expect(mockSocketClient.socket.emit).toHaveBeenCalledTimes(1);
+
+      mockSocketClient.socket.emit.mockClear();
+
+      await natsCallback('notes.new', {
+        _id: 'note-3',
+        parent: 'other-parent'
+      });
+      expect(mockSocketClient.socket.emit).not.toHaveBeenCalled();
+    });
   });
 
   describe('subscribeToObjectDelete', () => {

src/updates/updatemanager.js

@@ -1,21 +1,64 @@
 import log4js from 'log4js';
+import _ from 'lodash';
 import { loadConfig } from '../config.js';
 import { natsServer } from '../database/nats.js';
-import { listObjects } from '../database/database.js';
-import { models } from '../database/schemas/models.js';
 const config = loadConfig();
 
 // Setup logger
 const logger = log4js.getLogger('Update Manager');
 logger.level = config.server.logLevel;
 
-const modelList = Object.values(models)
-  .map(model => model.model)
-  .filter(model => model != null);
-
 const normalizeFilter = filter =>
   filter && typeof filter === 'object' && !Array.isArray(filter) ? filter : {};
 
+const getFilterValue = (object, key) => {
+  if (key.endsWith('._id')) {
+    const refPath = key.slice(0, -4);
+    const ref = _.get(object, refPath);
+    if (ref && typeof ref === 'object' && ref._id) {
+      return ref._id;
+    }
+    return ref;
+  }
+
+  return _.get(object, key);
+};
+
+const valuesMatch = (actual, expected) => {
+  if (actual == expected) {
+    return true;
+  }
+
+  if (actual != null && expected != null) {
+    return String(actual) === String(expected);
+  }
+
+  return false;
+};
+
+const matchesFilter = (object, filter) => {
+  if (!filter || Object.keys(filter).length === 0) {
+    return true;
+  }
+
+  if (object == null) {
+    return false;
+  }
+
+  const normalizedObject =
+    typeof object === 'object' && !Array.isArray(object)
+      ? object
+      : { _id: object };
+
+  for (const [key, expectedValue] of Object.entries(filter)) {
+    if (!valuesMatch(getFilterValue(normalizedObject, key), expectedValue)) {
+      return false;
+    }
+  }
+
+  return true;
+};
+
 const stableStringify = value => {
   if (Array.isArray(value)) {
     return `[${value.map(stableStringify).join(',')}]`;
@@ -34,9 +77,6 @@ const stableStringify = value => {
 const getSubscriptionOwner = (socketId, filter) =>
   `${socketId}:${stableStringify(normalizeFilter(filter))}`;
 
-const getModelByName = modelName =>
-  modelList.filter(model => model.modelName == modelName)[0];
-
 /**
  * UpdateManager handles tracking object updates and broadcasts update events via websockets.
  */
@@ -45,31 +85,13 @@ export class UpdateManager {
     this.socketClient = socketClient;
   }
 
-  async matchesObjectTypeFilter(objectType, filter, value) {
+  matchesObjectTypeFilter(objectType, filter, value) {
+    return matchesFilter(value, normalizeFilter(filter));
+  }
+
+  emitObjectTypeEvent(eventName, objectType, filter, value) {
     const normalizedFilter = normalizeFilter(filter);
-
-    if (Object.keys(normalizedFilter).length === 0) {
-      return true;
-    }
-
-    const model = getModelByName(objectType);
-    const objectId = value?._id || value;
-
-    if (!model || !objectId) {
-      return false;
-    }
-
-    const objects = await listObjects({
-      model,
-      filter: { ...normalizedFilter, _id: objectId }
-    });
-
-    return Array.isArray(objects) && objects.length > 0;
-  }
-
-  async emitObjectTypeEvent(eventName, objectType, filter, value) {
-    const normalizedFilter = normalizeFilter(filter);
-    const matches = await this.matchesObjectTypeFilter(
+    const matches = this.matchesObjectTypeFilter(
       objectType,
       normalizedFilter,
       value
@@ -98,7 +120,7 @@ export class UpdateManager {
       getSubscriptionOwner(this.socketClient.socketId, normalizedFilter),
       async (key, value) => {
         logger.trace('Object new event:', value);
-        await this.emitObjectTypeEvent(
+        this.emitObjectTypeEvent(
           'objectNew',
           objectType,
           normalizedFilter,
@@ -116,7 +138,7 @@ export class UpdateManager {
       getSubscriptionOwner(this.socketClient.socketId, normalizedFilter),
       async (key, value) => {
         logger.trace('Object delete event:', value);
-        await this.emitObjectTypeEvent(
+        this.emitObjectTypeEvent(
           'objectDelete',
           objectType,
           normalizedFilter,