Enhance invoice schema with order items and shipments

- Added new schemas for invoice order items and shipments to support detailed invoice management.
- Updated the main invoice schema to include references to order items and shipments.
- Implemented a recalculation method for invoice totals, including amounts with and without tax.
- Enhanced rollup configurations to provide more detailed statistics on invoice states.

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

@@ -1,7 +1,28 @@
 import mongoose from 'mongoose';
 import { generateId } from '../../utils.js';
 const { Schema } = mongoose;
-import { aggregateRollups, aggregateRollupsHistory } from '../../database.js';
+import { aggregateRollups, aggregateRollupsHistory, editObject } from '../../database.js';
+
+const invoiceOrderItemSchema = new Schema(
+  {
+    orderItem: { type: Schema.Types.ObjectId, ref: 'orderItem', required: true },
+    taxRate: { type: Schema.Types.ObjectId, ref: 'taxRate', required: false },
+    invoiceAmountWithTax: { type: Number, required: true, default: 0 },
+    invoiceAmount: { type: Number, required: true, default: 0 },
+    invoiceQuantity: { type: Number, required: true, default: 0 },
+  },
+  { timestamps: true }
+);
+
+const invoiceShipmentSchema = new Schema(
+  {
+    shipment: { type: Schema.Types.ObjectId, ref: 'shipment', required: true },
+    taxRate: { type: Schema.Types.ObjectId, ref: 'taxRate', required: false },
+    invoiceAmountWithTax: { type: Number, required: true, default: 0 },
+    invoiceAmount: { type: Number, required: true, default: 0 },
+  },
+  { timestamps: true }
+);
 
 const invoiceSchema = new Schema(
   {
@@ -12,21 +33,20 @@ const invoiceSchema = new Schema(
     shippingAmountWithTax: { type: Number, required: true, default: 0 },
     grandTotalAmount: { type: Number, required: true, default: 0 },
     totalTaxAmount: { type: Number, required: true, default: 0 },
-    timestamp: { type: Date, default: Date.now },
-    invoiceDate: { type: Date, required: false },
-    dueDate: { type: Date, required: false },
     vendor: { type: Schema.Types.ObjectId, ref: 'vendor', required: false },
-    customer: { type: Schema.Types.ObjectId, ref: 'customer', required: false },
-    invoiceType: { type: String, required: true, default: 'sales', enum: ['sales', 'purchase'] },
-    relatedOrderType: { type: String, required: false },
-    relatedOrder: { type: Schema.Types.ObjectId, refPath: 'relatedOrderType', required: false },
+    client: { type: Schema.Types.ObjectId, ref: 'client', required: false },
     state: {
       type: { type: String, required: true, default: 'draft' },
     },
-    sentAt: { type: Date, required: false },
+    orderType: { type: String, required: true },
+    order: { type: Schema.Types.ObjectId, refPath: 'orderType', required: true },
+    issuedAt: { type: Date, required: false },
+    dueAt: { type: Date, required: false },
+    postedAt: { type: Date, required: false },
     paidAt: { type: Date, required: false },
     cancelledAt: { type: Date, required: false },
-    overdueAt: { type: Date, required: false },
+    invoiceOrderItems: [invoiceOrderItemSchema],
+    invoiceShipments: [invoiceShipmentSchema],
   },
   { timestamps: true }
 );
@@ -35,32 +55,49 @@ const rollupConfigs = [
   {
     name: 'draft',
     filter: { 'state.type': 'draft' },
-    rollups: [{ name: 'draft', property: 'state.type', operation: 'count' }],
+    rollups: [
+      { name: 'draftCount', property: 'state.type', operation: 'count' },
+      { name: 'draftGrandTotalAmount', property: 'grandTotalAmount', operation: 'sum' },
+    ],
   },
   {
     name: 'sent',
     filter: { 'state.type': 'sent' },
-    rollups: [{ name: 'sent', property: 'state.type', operation: 'count' }],
+    rollups: [
+      { name: 'sentCount', property: 'state.type', operation: 'count' },
+      { name: 'sentGrandTotalAmount', property: 'grandTotalAmount', operation: 'sum' },
+    ],
+  },
+  {
+    name: 'acknowledged',
+    filter: { 'state.type': 'acknowledged' },
+    rollups: [
+      { name: 'acknowledgedCount', property: 'state.type', operation: 'count' },
+      { name: 'acknowledgedGrandTotalAmount', property: 'grandTotalAmount', operation: 'sum' },
+    ],
   },
   {
     name: 'partiallyPaid',
     filter: { 'state.type': 'partiallyPaid' },
-    rollups: [{ name: 'partiallyPaid', property: 'state.type', operation: 'count' }],
+    rollups: [
+      { name: 'partiallyPaidCount', property: 'state.type', operation: 'count' },
+      { name: 'partiallyPaidGrandTotalAmount', property: 'grandTotalAmount', operation: 'sum' },
+    ],
   },
   {
     name: 'paid',
     filter: { 'state.type': 'paid' },
-    rollups: [{ name: 'paid', property: 'state.type', operation: 'count' }],
+    rollups: [{ name: 'paidCount', property: 'state.type', operation: 'count' }],
   },
   {
     name: 'overdue',
     filter: { 'state.type': 'overdue' },
-    rollups: [{ name: 'overdue', property: 'state.type', operation: 'count' }],
+    rollups: [{ name: 'overdueCount', property: 'state.type', operation: 'count' }],
   },
   {
     name: 'cancelled',
     filter: { 'state.type': 'cancelled' },
-    rollups: [{ name: 'cancelled', property: 'state.type', operation: 'count' }],
+    rollups: [{ name: 'cancelledCount', property: 'state.type', operation: 'count' }],
   },
 ];
 
@@ -86,6 +123,57 @@ invoiceSchema.statics.history = async function (from, to) {
   return results;
 };
 
+invoiceSchema.statics.recalculate = async function (invoice, user) {
+  const invoiceId = invoice._id || invoice;
+  if (!invoiceId) {
+    return;
+  }
+
+  // Calculate totals from invoiceOrderItems
+  let totalAmount = 0;
+  for (const item of invoice.invoiceOrderItems || []) {
+    totalAmount += Number.parseFloat(item.invoiceAmount) || 0;
+  }
+  let totalAmountWithTax = 0;
+  for (const item of invoice.invoiceOrderItems || []) {
+    totalAmountWithTax += Number.parseFloat(item.invoiceAmountWithTax) || 0;
+  }
+
+  // Calculate shipping totals from invoiceShipments
+  let shippingAmount = 0;
+  for (const item of invoice.invoiceShipments || []) {
+    shippingAmount += Number.parseFloat(item.invoiceAmount) || 0;
+  }
+  let shippingAmountWithTax = 0;
+  for (const item of invoice.invoiceShipments || []) {
+    shippingAmountWithTax += Number.parseFloat(item.invoiceAmountWithTax) || 0;
+  }
+
+  // Calculate grand total and tax amount
+  const grandTotalAmount = parseFloat(totalAmountWithTax) + parseFloat(shippingAmountWithTax);
+  const totalTaxAmount =
+    parseFloat(totalAmountWithTax) -
+    parseFloat(totalAmount) +
+    (parseFloat(shippingAmountWithTax) - parseFloat(shippingAmount));
+
+  const updateData = {
+    totalAmount: parseFloat(totalAmount).toFixed(2),
+    totalAmountWithTax: parseFloat(totalAmountWithTax).toFixed(2),
+    shippingAmount: parseFloat(shippingAmount).toFixed(2),
+    shippingAmountWithTax: parseFloat(shippingAmountWithTax).toFixed(2),
+    grandTotalAmount: parseFloat(grandTotalAmount).toFixed(2),
+    totalTaxAmount: parseFloat(totalTaxAmount).toFixed(2),
+  };
+
+  await editObject({
+    model: this,
+    id: invoiceId,
+    updateData,
+    user,
+    recalculate: false,
+  });
+};
+
 // Add virtual id getter
 invoiceSchema.virtual('id').get(function () {
   return this._id;