feat(hq): extract pure prepareDraft from createDraft (permissive preview path)

Co-Authored-By: Claude Fable 5 <noreply@anthropic.com>

apps/hq/src/repos-documents.ts

@@ -140,15 +140,20 @@ function taxRates(db: DB): TaxClassRow[] {
   }))
 }
 
-function buildLines(db: DB, inputs: DraftLineInput[], onDate: string): LineInput[] {
+function buildLines(db: DB, inputs: DraftLineInput[], onDate: string, warnings?: string[]): LineInput[] {
   return inputs.map((line) => {
     const mod = getModule(db, line.moduleId)
     if (mod === null) throw new Error(`Module not found: ${line.moduleId}`)
     const edition = line.edition ?? 'standard'
-    const unitPricePaise =
+    let unitPricePaise = line.unitPricePaise ?? priceOn(db, line.moduleId, line.kind, edition, onDate)
-      line.unitPricePaise ?? priceOn(db, line.moduleId, line.kind, edition, onDate)
     if (unitPricePaise === null) {
-      throw new Error(`No price for module ${mod.code} (${line.kind}/${edition}) on ${onDate}`)
+      // Strict (no warnings sink): refuse — same message save has always thrown.
+      if (warnings === undefined) {
+        throw new Error(`No price for module ${mod.code} (${line.kind}/${edition}) on ${onDate}`)
+      }
+      // Permissive preview: keep the staffer typing — ₹0 now, reported so the cell can flag.
+      warnings.push(`No price for ${mod.code} (${line.kind}/${edition}) — enter Unit ₹`)
+      unitPricePaise = 0
     }
     const packSuffix = edition !== 'standard' ? ` — ${edition}` : '' // pack name prints on the line
     return {
@@ -192,29 +197,70 @@ function insertDocRow(db: DB, userId: string, a: {
   return doc
 }
 
-export function createDraft(db: DB, userId: string, input: DraftInput): Doc {
+/** Zero totals for the empty-composer preview (computeBill throws on an empty bill). */
+function zeroTotals(): BillTotals {
+  return {
+    grossPaise: 0, discountPaise: 0, taxablePaise: 0, cgstPaise: 0, sgstPaise: 0,
+    igstPaise: 0, cessPaise: 0, roundOffPaise: 0, payablePaise: 0, savingsVsMrpPaise: 0,
+  }
+}
+
+export interface PreparedDraft {
+  docType: DocType; clientId: string; docDate: string
+  totals: BillTotals; payload: DocPayload; warnings: string[]
+}
+
+/**
+ * The compute half of a draft — pure, persists nothing. `createDraft` calls this
+ * then inserts; `POST /documents/preview` calls it with { permissive: true }. So
+ * save and preview run the ONE tax path and cannot drift. Permissive forgives a
+ * price gap (₹0 + warning) and a not-yet-picked client (intra-state default);
+ * strict (the default, used by save) throws exactly as before.
+ */
+export function prepareDraft(db: DB, input: DraftInput, opts: { permissive?: boolean } = {}): PreparedDraft {
+  const permissive = opts.permissive === true
   if (!['QUOTATION', 'PROFORMA', 'INVOICE'].includes(input.docType)) {
     throw new Error(`Cannot draft doc type: ${input.docType}`)
   }
   const client = getClient(db, input.clientId)
-  if (client === null) throw new Error('Client not found')
+  if (client === null && !permissive) throw new Error('Client not found')
   const today = todayIso()
-  const computed = computeBill(buildLines(db, input.lines, today), {
+  const lineInputs = Array.isArray(input.lines) ? input.lines : []
+  const warnings: string[] = []
+  if (client === null && permissive) warnings.push('No client selected — GST split shown as pending')
+  // Empty composer under preview: real letterhead, empty table, ₹0 (design §3).
+  if (permissive && lineInputs.length === 0) {
+    const zero = zeroTotals()
+    return {
+      docType: input.docType, clientId: input.clientId, docDate: today,
+      totals: zero, payload: { lines: [], totals: zero, lineContents: [] }, warnings,
+    }
+  }
+  const supply = supplyStateCode(db)
+  const computed = computeBill(buildLines(db, lineInputs, today, permissive ? warnings : undefined), {
     businessDate: today,
-    supplyStateCode: supplyStateCode(db),
+    supplyStateCode: supply,
-    placeOfSupplyStateCode: client.stateCode, // client state ≠ ours ⇒ IGST
+    placeOfSupplyStateCode: client?.stateCode ?? supply, // no client yet ⇒ intra-state default
     roundToRupee: true,
   }, taxRates(db))
-  // Parallel to lines: caller override, else the module's quoteContent (buildLines proved each exists).
+  // Parallel to lines: caller override, else the module's quoteContent (buildLines proved each module exists).
-  const lineContents = input.lines.map((line) =>
+  const lineContents = lineInputs.map((line) =>
     line.contentLines ?? getModule(db, line.moduleId)!.quoteContent)
   const payload: DocPayload = {
     lines: computed.lines, totals: computed.totals, lineContents,
     ...(input.terms !== undefined ? { terms: input.terms } : {}),
   }
+  return {
+    docType: input.docType, clientId: input.clientId, docDate: today,
+    totals: computed.totals, payload, warnings,
+  }
+}
+
+export function createDraft(db: DB, userId: string, input: DraftInput): Doc {
+  const prepared = prepareDraft(db, input) // strict — save refuses a bad document
   return db.transaction(() => insertDocRow(db, userId, {
-    docType: input.docType, clientId: input.clientId, refDocId: null,
+    docType: prepared.docType, clientId: prepared.clientId, refDocId: null,
-    docDate: today, totals: computed.totals, payload,
+    docDate: prepared.docDate, totals: prepared.totals, payload: prepared.payload,
   }))()
 }
 

apps/hq/test/prepare-draft.test.ts

@@ -0,0 +1,71 @@
+// apps/hq/test/prepare-draft.test.ts
+import { describe, it, expect } from 'vitest'
+import { openDb } from '../src/db'
+import { createClient } from '../src/repos-clients'
+import { createModule, setPrice } from '../src/repos-modules'
+import { prepareDraft, createDraft, type DraftInput } from '../src/repos-documents'
+
+function setup() {
+  const db = openDb(':memory:')
+  db.prepare(`INSERT INTO setting (key, value) VALUES ('company.state_code','32')`).run()
+  db.prepare(`INSERT INTO tax_class (class_code, rate_pct_bp, effective_from) VALUES ('GST18', 1800, '2017-07-01')`).run()
+  const c = createClient(db, 'u1', { name: 'Acme', stateCode: '32' })
+  const kar = createClient(db, 'u1', { name: 'BLR Co', stateCode: '29' })
+  const m = createModule(db, 'u1', { code: 'POS', name: 'POS Billing', quoteContent: ['Cloud POS'] })
+  setPrice(db, 'u1', { moduleId: m.id, kind: 'yearly', pricePaise: 10_000_00, effectiveFrom: '2026-04-01' })
+  const noPrice = createModule(db, 'u1', { code: 'ANALYTICS', name: 'Analytics' }) // no price row
+  return { db, c, kar, m, noPrice }
+}
+
+describe('prepareDraft ↔ createDraft parity', () => {
+  it('createDraft persists exactly what prepareDraft computes (totals + payload deep-equal)', () => {
+    const { db, c, m } = setup()
+    const input: DraftInput = { docType: 'INVOICE', clientId: c.id, terms: 'Net 15',
+      lines: [{ moduleId: m.id, qty: 2, kind: 'yearly' }] }
+    const prepared = prepareDraft(db, input)
+    const saved = createDraft(db, 'u1', input)
+    expect(saved.payload).toEqual(prepared.payload)
+    expect({
+      taxable: saved.taxablePaise, cgst: saved.cgstPaise, sgst: saved.sgstPaise,
+      igst: saved.igstPaise, roundOff: saved.roundOffPaise, payable: saved.payablePaise,
+    }).toEqual({
+      taxable: prepared.totals.taxablePaise, cgst: prepared.totals.cgstPaise, sgst: prepared.totals.sgstPaise,
+      igst: prepared.totals.igstPaise, roundOff: prepared.totals.roundOffPaise, payable: prepared.totals.payablePaise,
+    })
+    expect(prepared.warnings).toEqual([])
+  })
+  it('resolves IGST for an out-of-state client, exactly as createDraft would', () => {
+    const { db, kar, m } = setup()
+    const input: DraftInput = { docType: 'INVOICE', clientId: kar.id, lines: [{ moduleId: m.id, qty: 1, kind: 'yearly' }] }
+    expect(prepareDraft(db, input).totals.igstPaise).toBe(1_800_00)
+  })
+})
+
+describe('prepareDraft strict vs permissive', () => {
+  it('STRICT: a line with no price throws (save must refuse the same document)', () => {
+    const { db, c, noPrice } = setup()
+    expect(() => prepareDraft(db, { docType: 'QUOTATION', clientId: c.id,
+      lines: [{ moduleId: noPrice.id, qty: 1, kind: 'yearly' }] }))
+      .toThrow(/No price for module ANALYTICS/)
+  })
+  it('PERMISSIVE: the same line computes at ₹0 and is reported in warnings', () => {
+    const { db, c, noPrice } = setup()
+    const out = prepareDraft(db, { docType: 'QUOTATION', clientId: c.id,
+      lines: [{ moduleId: noPrice.id, qty: 1, kind: 'yearly' }] }, { permissive: true })
+    expect(out.totals.payablePaise).toBe(0)
+    expect(out.warnings.some((w) => /ANALYTICS/.test(w))).toBe(true)
+  })
+  it('PERMISSIVE: zero lines → empty payload, ₹0, no computeBill throw', () => {
+    const { db, c } = setup()
+    const out = prepareDraft(db, { docType: 'QUOTATION', clientId: c.id, lines: [] }, { permissive: true })
+    expect(out.payload.lines).toEqual([])
+    expect(out.totals.payablePaise).toBe(0)
+  })
+  it('PERMISSIVE: unknown client does not throw; split defaults intra-state with a pending warning', () => {
+    const { db, m } = setup()
+    const out = prepareDraft(db, { docType: 'QUOTATION', clientId: '', lines: [{ moduleId: m.id, qty: 1, kind: 'yearly' }] }, { permissive: true })
+    expect(out.totals.cgstPaise).toBe(900_00) // intra-state default (our state 32)
+    expect(out.totals.igstPaise).toBe(0)
+    expect(out.warnings.some((w) => /client/i.test(w))).toBe(true)
+  })
+})