WorkspaceAccountingSettings

WorkspaceAccountingSettings stores the per-workspace accounting configuration that governs how Well processes invoices, journal entries, and reporting for a given tenant. Each workspace has at most one settings row (enforced by a UNIQUE constraint on workspace_pk), making this effectively a 1-to-1 extension of the Workspace entity. The row is created by the onboarding/setup flow (seed or WorkspaceService) and subsequently updated either by the user via PUT /v1/workspaces/:id/accounting-settings or automatically by WorkspaceSelfIdentityService when invoice-extraction consensus is reached. It anchors the workspace's fiscal identity (base currency, country, accounting framework, business registration details) and configures two LedgerAccount defaults used by the journal-entry posting engine.

Naming	Value
Object	WorkspaceAccountingSettings
Resource type (JSON:API `type`)	`workspace_accounting_settings`
Collection / records root	— _{(not a records root)}
REST base	`/v1/workspace-accounting-settings`
Entity class	`WorkspaceAccountingSettings`

Internal object. Not currently exposed on the public REST API. The operations below describe the intended contract.

API operations

Operation	Method & path	Status
List	`GET /v1/workspace-accounting-settings`	🟡 Planned
Retrieve	`GET /v1/workspace-accounting-settings/{id}`	🟡 Planned
Create	`POST /v1/workspace-accounting-settings`	🟡 Planned
Update	`PATCH /v1/workspace-accounting-settings/{id}`	🟡 Planned
Delete	`DELETE /v1/workspace-accounting-settings/{id}`	🟡 Planned

Data model

Attributes

Field	Type	Required	Constraints	Allowed values	Description
workspace_accounting_settings_id	string (UUID)	✅ Yes	unique; default gen_random_uuid()	any valid UUID v4	Public API identifier for this settings row.
base_currency	string (CurrencyCodeEnum) \| null	⚪ No	nativeEnumName: currency_code_enum; nullable	ISO 4217 codes, e.g. EUR, USD, GBP (full set in CurrencyCodeEnum from @wellapp/shared)	The workspace's base accounting currency. Drives exchange-rate selection and multi-currency invoice normalization.
country	string (CountryCodeEnum) \| null	⚪ No	nativeEnumName: country_code_enum; nullable	ISO 3166-1 alpha-2 codes, e.g. FR, DE, US (full set in CountryCodeEnum)	Jurisdiction of the workspace's registered entity. Used for tax defaults and accounting-framework recommendations.
accounting_framework	string (AccountingFrameworkEnum) \| null	⚪ No	nativeEnumName: accounting_framework_enum; nullable. Note: PostgreSQL enum also retains the deprecated value 'MAR' (cannot be dropped); any existing 'MAR' rows were migrated to 'IFRS'.	PCG \| IFRS \| US_GAAP \| SKR	Chart-of-accounts framework in use. Determines which ledger account plan is available and how journal-entry drafts are structured.
fiscal_year_start_month	integer \| null	⚪ No	nullable; CHECK (fiscal_year_start_month >= 1 AND fiscal_year_start_month <= 12) when not null	1–12	Month number (1 = January) on which the workspace's fiscal year begins. Null means not yet configured.
tax_id_value	string \| null	⚪ No	length ≤ 50; nullable	—	Workspace's tax registration number (e.g. VAT number, SIRET/SIREN, EIN). Extracted from invoices by WorkspaceSelfIdentityService via consensus.
tax_id_type	string \| null	⚪ No	length ≤ 20; nullable	—	Type label for tax_id_value (e.g. 'VAT', 'SIRET', 'EIN').
registered_name	string \| null	⚪ No	length ≤ 255; nullable	—	Full legal registered name of the workspace entity, as it appears on official documents.
trade_name	string \| null	⚪ No	length ≤ 100; nullable	—	Operating / brand name of the workspace entity, if different from registered_name.
registered_value	string \| null	⚪ No	length ≤ 100; nullable (widened from 50 in Migration20260427100000)	—	Secondary registration identifier (e.g. SIREN, RCS number) distinct from the tax_id. Stores the plain numeric or alphanumeric value without a type prefix.
domain	string \| null	⚪ No	length ≤ 253; nullable	—	Primary web domain of the workspace entity (RFC 1035 max 253 chars). Used for identity matching and enrichment.
invoice_status_tolerance_pct	string (decimal 6,4)	✅ Yes	NOT NULL; DEFAULT 0.0100; CHECK (invoice_status_tolerance_pct >= 0 AND invoice_status_tolerance_pct <= 1)	0.0000–1.0000 (inclusive)	Percentage-of-grand-total tolerance band for invoice payment_status recomputation. The larger of (grand_total × pct) and invoice_status_tolerance_abs is used as the allowable rounding gap, then capped per InvoiceStatusRecomputeService plan §4.3.
invoice_status_tolerance_abs	string (decimal 12,2)	✅ Yes	NOT NULL; DEFAULT 0.50; CHECK (invoice_status_tolerance_abs >= 0)	≥ 0	Absolute monetary tolerance (in base_currency) for invoice payment_status recomputation. Used in conjunction with invoice_status_tolerance_pct.
created_at	🔒 system — Date	✅ Yes	set once on insert; never updated	—	Timestamp of row creation.
updated_at	🔒 system — Date \| undefined	⚪ No	set on insert and on every update via onUpdate hook	—	Timestamp of last modification.
deleted_at	Date \| null	⚪ No	nullable; soft-delete sentinel	—	Soft-delete timestamp. Non-null means the settings row has been logically deleted. All active queries must filter deleted_at IS NULL.

Relationships

Name	Type	Required	Description
workspace	to-one (OneToOne owner side)	✅ Yes	The workspace this settings row belongs to. This entity owns the foreign key (workspace_pk). The UNIQUE constraint on workspace_pk enforces the 1-to-1 cardinality at the DB level.
account_receivable_default	to-one (ManyToOne)	⚪ No	Default LedgerAccount used for the accounts-receivable line when the posting engine generates journal entries for outbound invoices. Nullable — if absent, the posting engine falls back to plan-defined defaults.
account_payable_default	to-one (ManyToOne)	⚪ No	Default LedgerAccount used for the accounts-payable line when the posting engine generates journal entries for inbound invoices. Nullable — if absent, the posting engine falls back to plan-defined defaults.

System-computed

workspace_accounting_settings_id: generated via gen_random_uuid() at insert; client must not supply this value.
created_at: set by MikroORM onCreate hook at insert time; never overwritten.
updated_at: set by MikroORM onCreate hook at insert and by onUpdate hook on every subsequent flush.
deleted_at: written only by soft-delete logic; never set via the upsert API path.
Row creation: WorkspaceService.setupWorkspace() creates the initial row via WorkspaceAccountingSettingsRepository.persist() during workspace onboarding. WorkspaceAccountingSettingsService.upsertByWorkspace() handles all subsequent writes (find-or-create semantics — it creates the row if absent).
Identity field auto-population: WorkspaceSelfIdentityService applies an N=2 consensus rule over WorkspaceIdentityExtraction rows before committing values (registered_name, tax_id_value, tax_id_type, registered_value, domain, trade_name, base_currency, country, accounting_framework) to this table automatically.
accounting_framework PostgreSQL enum retains the deprecated 'MAR' value (removed from application code; cannot be dropped via ALTER TYPE). Any pre-existing 'MAR' rows were migrated to 'IFRS' by Migration20260409200000.
Tolerance defaults: invoice_status_tolerance_pct defaults to 0.0100 (1%); invoice_status_tolerance_abs defaults to 0.50. Both are application-layer defaults that align with InvoiceStatusRecomputeService plan §4.3 caps.

Example

{
  "data": {
    "type": "workspace_accounting_settings",
    "id": "c3a7e291-11b4-4f8a-9f2c-847bde2a0e11",
    "attributes": {
      "base_currency": "EUR",
      "country": "FR",
      "accounting_framework": "PCG",
      "fiscal_year_start_month": 1,
      "tax_id_value": "FR42501234567",
      "tax_id_type": "VAT",
      "registered_name": "Acme SAS",
      "trade_name": "Acme",
      "registered_value": "501234567",
      "domain": "acme.com",
      "invoice_status_tolerance_pct": "0.0100",
      "invoice_status_tolerance_abs": "0.50",
      "created_at": "2026-01-15T09:22:00.000Z",
      "updated_at": "2026-04-03T14:10:55.000Z",
      "deleted_at": null
    },
    "relationships": {
      "workspace": {
        "data": { "type": "workspaces", "id": "9f3b1c20-55ea-4a1b-b8f0-fe1234abcd99" }
      },
      "account_receivable_default": {
        "data": { "type": "ledger_accounts", "id": "aab10000-0000-0000-0000-000000000001" }
      },
      "account_payable_default": {
        "data": { "type": "ledger_accounts", "id": "aab10000-0000-0000-0000-000000000002" }
      }
    }
  }
}

_{Source: apps/api/src/database/entities/WorkspaceAccountingSettings.ts · domain: financial-graph · tier: Infrastructure}