Tom Butcher
6393ed5e3e
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This commit enhances the `invoice`, `taxrecord`, `orderitem`, `purchaseorder`, `shipment`, and `salesorder` schemas by introducing new rollup configurations for various states and values. It adds methods for aggregating statistics and historical data using `aggregateRollups` and `aggregateRollupsHistory`, improving data analysis capabilities across financial and inventory records. The new rollups include counts and sums for different transaction types and states, facilitating better reporting and insights into the application's financial and inventory management.
70 lines
1.9 KiB
JavaScript
70 lines
1.9 KiB
JavaScript
import mongoose from 'mongoose';
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import { generateId } from '../../utils.js';
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import { aggregateRollups, aggregateRollupsHistory } from '../../database.js';
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const { Schema } = mongoose;
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const taxRecordSchema = new Schema(
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{
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_reference: { type: String, default: () => generateId()() },
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taxRate: { type: Schema.Types.ObjectId, ref: 'taxRate', required: true },
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transactionType: {
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type: String,
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required: true,
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enum: ['purchaseOrder', 'salesOrder', 'other'],
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},
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transaction: { type: Schema.Types.ObjectId, refPath: 'transactionType', required: true },
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amount: { type: Number, required: true },
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taxAmount: { type: Number, required: true },
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transactionDate: { required: true, type: Date, default: Date.now },
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},
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{ timestamps: true }
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);
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taxRecordSchema.index({ transactionType: 'text' });
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const rollupConfigs = [
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{
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name: 'total',
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filter: {},
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rollups: [
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{ name: 'count', property: 'amount', operation: 'count' },
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{ name: 'amount', property: 'amount', operation: 'sum' },
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{ name: 'taxAmount', property: 'taxAmount', operation: 'sum' },
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],
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},
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{
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name: 'salesOrder',
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filter: { transactionType: 'salesOrder' },
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rollups: [{ name: 'taxAmount', property: 'taxAmount', operation: 'sum' }],
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},
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{
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name: 'purchaseOrder',
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filter: { transactionType: 'purchaseOrder' },
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rollups: [{ name: 'taxAmount', property: 'taxAmount', operation: 'sum' }],
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},
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];
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taxRecordSchema.statics.stats = async function () {
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return aggregateRollups({
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model: this,
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rollupConfigs,
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});
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};
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taxRecordSchema.statics.history = async function (from, to) {
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return aggregateRollupsHistory({
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model: this,
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startDate: from,
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endDate: to,
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rollupConfigs,
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});
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};
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taxRecordSchema.virtual('id').get(function () {
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return this._id;
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});
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taxRecordSchema.set('toJSON', { virtuals: true });
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export const taxRecordModel = mongoose.model('taxRecord', taxRecordSchema);
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