Tom Butcher
0f14f0f52c
- Introduced a new payment schema to handle payment records, including fields for amount, vendor, client, invoice, and state. - Implemented route handlers for CRUD operations on payments, including listing, creating, editing, and deleting payments. - Updated application routes to include payment routes for better organization and access. - Added statistics and history retrieval methods for payments to enhance reporting capabilities.
106 lines
2.8 KiB
JavaScript
106 lines
2.8 KiB
JavaScript
import mongoose from 'mongoose';
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import { generateId } from '../../utils.js';
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const { Schema } = mongoose;
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import { aggregateRollups, aggregateRollupsHistory, editObject } from '../../database.js';
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const paymentSchema = new Schema(
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{
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_reference: { type: String, default: () => generateId()() },
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amount: { type: Number, required: true, default: 0 },
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vendor: { type: Schema.Types.ObjectId, ref: 'vendor', required: false },
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client: { type: Schema.Types.ObjectId, ref: 'client', required: false },
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invoice: { type: Schema.Types.ObjectId, ref: 'invoice', required: true },
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state: {
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type: { type: String, required: true, default: 'draft' },
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},
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paymentDate: { type: Date, required: false },
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postedAt: { type: Date, required: false },
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cancelledAt: { type: Date, required: false },
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paymentMethod: { type: String, required: false },
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notes: { type: String, required: false },
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},
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{ timestamps: true }
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);
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const rollupConfigs = [
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{
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name: 'draft',
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filter: { 'state.type': 'draft' },
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rollups: [
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{ name: 'draftCount', property: 'state.type', operation: 'count' },
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{ name: 'draftAmount', property: 'amount', operation: 'sum' },
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],
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},
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{
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name: 'posted',
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filter: { 'state.type': 'posted' },
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rollups: [
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{ name: 'postedCount', property: 'state.type', operation: 'count' },
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{ name: 'postedAmount', property: 'amount', operation: 'sum' },
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],
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},
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{
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name: 'cancelled',
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filter: { 'state.type': 'cancelled' },
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rollups: [
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{ name: 'cancelledCount', property: 'state.type', operation: 'count' },
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{ name: 'cancelledAmount', property: 'amount', operation: 'sum' },
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],
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},
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];
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paymentSchema.statics.stats = async function () {
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const results = await aggregateRollups({
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model: this,
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rollupConfigs: rollupConfigs,
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});
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// Transform the results to match the expected format
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return results;
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};
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paymentSchema.statics.history = async function (from, to) {
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const results = await aggregateRollupsHistory({
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model: this,
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startDate: from,
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endDate: to,
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rollupConfigs: rollupConfigs,
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});
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// Return time-series data array
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return results;
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};
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paymentSchema.statics.recalculate = async function (payment, user) {
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const paymentId = payment._id || payment;
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if (!paymentId) {
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return;
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}
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// For payments, the amount is set directly
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const amount = payment.amount || 0;
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const updateData = {
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amount: parseFloat(amount).toFixed(2),
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};
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await editObject({
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model: this,
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id: paymentId,
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updateData,
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user,
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recalculate: false,
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});
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};
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// Add virtual id getter
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paymentSchema.virtual('id').get(function () {
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return this._id;
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});
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// Configure JSON serialization to include virtuals
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paymentSchema.set('toJSON', { virtuals: true });
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// Create and export the model
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export const paymentModel = mongoose.model('payment', paymentSchema);
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