//! The receipt policy: server-side enforcement, not prose. //! //! Posting an entry whose debits are strictly greater than the configured //! threshold requires at least one attached receipt, unless every line is in //! an exempt account. Selected accounts can require receipts regardless of //! amount. Reversals are exempt: the original entry carries the evidence. use ledger_core::{JournalEntry, Ledger, Side}; use rust_decimal::Decimal; use serde::Deserialize; /// Server-side receipt policy, loaded from config. #[derive(Debug, Clone, Deserialize)] pub struct ReceiptPolicy { /// Receipts required when an entry's debits are strictly greater than /// this amount. Decimal string, e.g. `"25.00"`. #[serde(default = "default_threshold")] pub require_receipts_above: String, /// Account codes that always require a receipt, regardless of amount. #[serde(default)] pub receipt_required_accounts: Vec, /// Account codes exempt from the policy. The exemption applies only when /// *every* line of the entry is in an exempt account. #[serde(default)] pub receipt_exempt_accounts: Vec, } fn default_threshold() -> String { "25.00".to_string() } impl Default for ReceiptPolicy { fn default() -> Self { Self { require_receipts_above: default_threshold(), receipt_required_accounts: Vec::new(), receipt_exempt_accounts: Vec::new(), } } } impl ReceiptPolicy { fn threshold(&self) -> Decimal { self.require_receipts_above .parse() .unwrap_or(Decimal::from(25)) } fn account_codes(&self, ledger: &Ledger, entry: &JournalEntry) -> Vec { entry .lines() .iter() .map(|l| { ledger .chart() .get(l.account) .map(|a| a.code.clone()) .unwrap_or_default() }) .collect() } /// Total debits of the entry (one side of the balanced entry). pub fn entry_debits(entry: &JournalEntry) -> Decimal { entry .lines() .iter() .filter(|l| l.side == Side::Debit) .map(|l| l.amount.amount) .sum() } /// True when posting this entry requires at least one receipt. pub fn receipt_required(&self, ledger: &Ledger, entry: &JournalEntry) -> bool { let codes = self.account_codes(ledger, entry); // Per-account override: any line in a required account → required. if codes .iter() .any(|c| self.receipt_required_accounts.iter().any(|r| r == c)) { return true; } // Strictly greater than the threshold (Stephen: ">$25"). if Self::entry_debits(entry) <= self.threshold() { return false; } // Exempt only when every line is in an exempt account. !codes .iter() .all(|c| self.receipt_exempt_accounts.iter().any(|e| e == c)) } /// Human-readable policy summary for previews and errors. pub fn describe(&self) -> String { format!( "receipts required when entry debits are strictly greater than {}", self.threshold() ) } }