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Update invoice collection docs

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DeepnaPooja
2026-09-16 16:25:55 +05:30
parent c8f86163f7
commit 0cd4508d50
1 changed files with 4 additions and 4 deletions
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Distribution/docs/refactor_docs/invoice_collection.md
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@@ -2,7 +2,7 @@
**Status**: Proposed (design only — no code changes yet) **Status**: Proposed (design only — no code changes yet)
**Depends On**: [order_invoice_lifecycle.md](./order_invoice_lifecycle.md) — this document only applies **Depends On**: [order_invoice_lifecycle.md](./order_invoice_lifecycle.md) — this document only applies
once an `Invoice` reaches `Finalized`; it does not touch Pending/Draft. once an `Invoice` reaches `Finalized`; it does not touch Draft/Printed.
**Refactors**: `Models/Payment.cs`, `Models/Enums.cs` (`PaymentMethod`, `PaymentStatus`), **Refactors**: `Models/Payment.cs`, `Models/Enums.cs` (`PaymentMethod`, `PaymentStatus`),
`Sale.PaymentStatus`, and the payment recording flow in `Sale.PaymentStatus`, and the payment recording flow in
[06_sale_ride.md](../06_sale_ride.md) (`POST /api/sales/{saleId}/payments`). Also resolves [06_sale_ride.md](../06_sale_ride.md) (`POST /api/sales/{saleId}/payments`). Also resolves
@@ -107,13 +107,13 @@ audit and for spotting collectors who never enter anything in real time.
``` ```
Invoice Invoice
├── ... (existing fields from order_invoice_lifecycle.md: Status, ConfirmedAt, FinalizedAt, ...) ├── ... (existing fields from order_invoice_lifecycle.md: Status, PrintedAt, PrintedBy, FinalizedAt, FinalizedBy, ...)
├── PaymentStatus (PaymentStatus) — NEW: Pending, PartiallyPaid, Paid — mirrors the existing ├── PaymentStatus (PaymentStatus) — NEW: Pending, PartiallyPaid, Paid — mirrors the existing
│ Sale.PaymentStatus pattern from 06_sale_ride.md, recomputed on │ Sale.PaymentStatus pattern from 06_sale_ride.md, recomputed on
│ every Payment insert (see Business Rules) │ every Payment insert (see Business Rules)
``` ```
This is a deliberate second axis alongside `Invoice.Status` (`Pending/Draft/Finalized`, the document This is a deliberate second axis alongside `Invoice.Status` (`Draft/Printed/Finalized`, the document
lifecycle) — `PaymentStatus` only starts being meaningful once `Status = Finalized`, and answers lifecycle) — `PaymentStatus` only starts being meaningful once `Status = Finalized`, and answers
`order_invoice_lifecycle.md`'s Open Question 3 (whether the two axes should merge): they stay `order_invoice_lifecycle.md`'s Open Question 3 (whether the two axes should merge): they stay
separate. `PaymentStatus` is the same axis `19_finance_accounting.md` proposed baking into separate. `PaymentStatus` is the same axis `19_finance_accounting.md` proposed baking into
@@ -130,7 +130,7 @@ has a linked Order/Invoice — see Impact section.
1. A `Payment` can only be recorded against an `Invoice` whose `Status = Finalized` — matches 1. A `Payment` can only be recorded against an `Invoice` whose `Status = Finalized` — matches
`order_invoice_lifecycle.md`'s framing that Finalize is "the record used for day-end calculations." `order_invoice_lifecycle.md`'s framing that Finalize is "the record used for day-end calculations."
Attempting to record a `Payment` against a Pending/Draft invoice is rejected (409). Attempting to record a `Payment` against a Draft/Printed invoice is rejected (409).
2. Multiple `Payment` rows are allowed per `Invoice` — collection is not required to happen in a 2. Multiple `Payment` rows are allowed per `Invoice` — collection is not required to happen in a
single action. Each row has exactly one `Method`; a mixed cash+cheque collection on one visit is single action. Each row has exactly one `Method`; a mixed cash+cheque collection on one visit is
two rows with the same `CollectedAt`/visit context, not one split row. two rows with the same `CollectedAt`/visit context, not one split row.