Tom Butcher 6fc952be4d Add Payment Management Features
- Introduced Payment model and associated components for managing payments within the finance dashboard.
- Added PaymentIcon for visual representation in the sidebar and other components.
- Implemented Payments overview, including statistics and a new modal for creating payments.
- Enhanced InvoiceInfo component to include payment details and actions for acknowledging and posting payments.
- Updated database models to integrate payment functionalities, ensuring comprehensive financial tracking.
2025-12-28 02:09:01 +00:00

359 lines
12 KiB
JavaScript

import { useRef, useState } from 'react'
import { useLocation } from 'react-router-dom'
import { Space, Flex, Card, Modal } from 'antd'
import { LoadingOutlined } from '@ant-design/icons'
import loglevel from 'loglevel'
import config from '../../../../config.js'
import useCollapseState from '../../hooks/useCollapseState.js'
import NotesPanel from '../../common/NotesPanel.jsx'
import InfoCollapse from '../../common/InfoCollapse.jsx'
import ObjectInfo from '../../common/ObjectInfo.jsx'
import ObjectProperty from '../../common/ObjectProperty.jsx'
import ViewButton from '../../common/ViewButton.jsx'
import InfoCircleIcon from '../../../Icons/InfoCircleIcon.jsx'
import NoteIcon from '../../../Icons/NoteIcon.jsx'
import AuditLogIcon from '../../../Icons/AuditLogIcon.jsx'
import ObjectForm from '../../common/ObjectForm.jsx'
import EditButtons from '../../common/EditButtons.jsx'
import LockIndicator from '../../common/LockIndicator.jsx'
import ActionHandler from '../../common/ActionHandler.jsx'
import ObjectActions from '../../common/ObjectActions.jsx'
import ObjectTable from '../../common/ObjectTable.jsx'
import InfoCollapsePlaceholder from '../../common/InfoCollapsePlaceholder.jsx'
import DocumentPrintButton from '../../common/DocumentPrintButton.jsx'
import ScrollBox from '../../common/ScrollBox.jsx'
import {
getModelByName,
getModelProperty
} from '../../../../database/ObjectModels.js'
import OrderItemIcon from '../../../Icons/OrderItemIcon.jsx'
import ShipmentIcon from '../../../Icons/ShipmentIcon.jsx'
import PostInvoice from './PostInvoice.jsx'
import AcknowledgeInvoice from './AcknowledgeInvoice.jsx'
import NewPayment from '../Payments/NewPayment.jsx'
const log = loglevel.getLogger('InvoiceInfo')
log.setLevel(config.logLevel)
const InvoiceInfo = () => {
const location = useLocation()
const objectFormRef = useRef(null)
const actionHandlerRef = useRef(null)
const invoiceId = new URLSearchParams(location.search).get('invoiceId')
const [collapseState, updateCollapseState] = useCollapseState('InvoiceInfo', {
info: true,
invoiceOrderItems: true,
invoiceShipments: true,
payments: true,
notes: true,
auditLogs: true
})
const [objectFormState, setEditFormState] = useState({
isEditing: false,
editLoading: false,
formValid: false,
lock: null,
loading: false,
objectData: {}
})
const [postInvoiceOpen, setPostInvoiceOpen] = useState(false)
const [acknowledgeInvoiceOpen, setAcknowledgeInvoiceOpen] = useState(false)
const [newPaymentOpen, setNewPaymentOpen] = useState(false)
const actions = {
reload: () => {
objectFormRef?.current?.handleFetchObject?.()
return true
},
edit: () => {
objectFormRef?.current?.startEditing?.()
return false
},
cancelEdit: () => {
objectFormRef?.current?.cancelEditing?.()
return true
},
finishEdit: () => {
objectFormRef?.current?.handleUpdate?.()
return true
},
delete: () => {
objectFormRef?.current?.handleDelete?.()
return true
},
post: () => {
setPostInvoiceOpen(true)
return true
},
acknowledge: () => {
setAcknowledgeInvoiceOpen(true)
return true
},
newPayment: () => {
setNewPaymentOpen(true)
return true
}
}
const editDisabled =
getModelByName('invoice')
?.actions?.find((action) => action.name === 'edit')
?.disabled(objectFormState.objectData) ?? false
return (
<>
<Flex
gap='large'
vertical='true'
style={{
maxHeight: '100%',
minHeight: 0
}}
>
<Flex justify={'space-between'}>
<Space size='middle'>
<Space size='small'>
<ObjectActions
type='invoice'
id={invoiceId}
disabled={objectFormState.loading}
objectData={objectFormState.objectData}
/>
<ViewButton
disabled={objectFormState.loading}
items={[
{ key: 'info', label: 'Invoice Information' },
{ key: 'invoiceOrderItems', label: 'Invoice Order Items' },
{ key: 'invoiceShipments', label: 'Invoice Shipments' },
{ key: 'payments', label: 'Payments' },
{ key: 'notes', label: 'Notes' },
{ key: 'auditLogs', label: 'Audit Logs' }
]}
visibleState={collapseState}
updateVisibleState={updateCollapseState}
/>
<DocumentPrintButton
type='invoice'
objectData={objectFormState.objectData}
disabled={objectFormState.loading}
/>
</Space>
<LockIndicator lock={objectFormState.lock} />
</Space>
<Space>
<EditButtons
isEditing={objectFormState.isEditing}
handleUpdate={() => {
actionHandlerRef.current.callAction('finishEdit')
}}
cancelEditing={() => {
actionHandlerRef.current.callAction('cancelEdit')
}}
startEditing={() => {
actionHandlerRef.current.callAction('edit')
}}
editLoading={objectFormState.editLoading}
formValid={objectFormState.formValid}
disabled={
objectFormState.lock?.locked ||
objectFormState.loading ||
editDisabled
}
loading={objectFormState.editLoading}
/>
</Space>
</Flex>
<ScrollBox>
<Flex vertical gap={'large'}>
<ActionHandler
actions={actions}
loading={objectFormState.loading}
ref={actionHandlerRef}
>
<ObjectForm
id={invoiceId}
type='invoice'
style={{ height: '100%' }}
ref={objectFormRef}
onStateChange={(state) => {
setEditFormState((prev) => ({ ...prev, ...state }))
}}
>
{({ loading, isEditing, objectData }) => (
<Flex vertical gap={'large'}>
<InfoCollapse
title='Invoice Information'
icon={<InfoCircleIcon />}
active={collapseState.info}
onToggle={(expanded) =>
updateCollapseState('info', expanded)
}
collapseKey='info'
>
<ObjectInfo
loading={loading}
indicator={<LoadingOutlined />}
isEditing={isEditing}
type='invoice'
labelWidth='225px'
objectData={objectData}
visibleProperties={{
invoiceOrderItems: false,
invoiceShipments: false
}}
/>
</InfoCollapse>
<InfoCollapse
title='Invoice Order Items'
icon={<OrderItemIcon />}
active={collapseState.invoiceOrderItems}
onToggle={(expanded) =>
updateCollapseState('invoiceOrderItems', expanded)
}
collapseKey='invoiceOrderItems'
>
<ObjectProperty
{...getModelProperty('invoice', 'invoiceOrderItems')}
isEditing={isEditing}
objectData={objectData}
loading={loading}
size='medium'
/>
</InfoCollapse>
<InfoCollapse
title='Invoice Shipments'
icon={<ShipmentIcon />}
active={collapseState.invoiceShipments}
onToggle={(expanded) =>
updateCollapseState('invoiceShipments', expanded)
}
collapseKey='invoiceShipments'
>
<ObjectProperty
{...getModelProperty('invoice', 'invoiceShipments')}
isEditing={isEditing}
objectData={objectData}
loading={loading}
size='medium'
/>
</InfoCollapse>
</Flex>
)}
</ObjectForm>
</ActionHandler>
<InfoCollapse
title='Payments'
icon={<PaymentIcon />}
active={collapseState.payments}
onToggle={(expanded) => updateCollapseState('payments', expanded)}
collapseKey='payments'
>
{objectFormState.loading ? (
<InfoCollapsePlaceholder />
) : (
<ObjectTable
type='payment'
masterFilter={{ 'invoice._id': invoiceId }}
visibleColumns={{ invoice: false }}
/>
)}
</InfoCollapse>
<InfoCollapse
title='Notes'
icon={<NoteIcon />}
active={collapseState.notes}
onToggle={(expanded) => updateCollapseState('notes', expanded)}
collapseKey='notes'
>
<Card>
<NotesPanel _id={invoiceId} type='invoice' />
</Card>
</InfoCollapse>
<InfoCollapse
title='Audit Logs'
icon={<AuditLogIcon />}
active={collapseState.auditLogs}
onToggle={(expanded) =>
updateCollapseState('auditLogs', expanded)
}
collapseKey='auditLogs'
>
{objectFormState.loading ? (
<InfoCollapsePlaceholder />
) : (
<ObjectTable
type='auditLog'
masterFilter={{ 'parent._id': invoiceId }}
visibleColumns={{ _id: false, 'parent._id': false }}
/>
)}
</InfoCollapse>
</Flex>
</ScrollBox>
</Flex>
<Modal
open={postInvoiceOpen}
onCancel={() => {
setPostInvoiceOpen(false)
}}
width={500}
footer={null}
destroyOnHidden={true}
centered={true}
>
<PostInvoice
onOk={() => {
setPostInvoiceOpen(false)
actions.reload()
}}
objectData={objectFormState.objectData}
/>
</Modal>
<Modal
open={acknowledgeInvoiceOpen}
onCancel={() => {
setAcknowledgeInvoiceOpen(false)
}}
width={515}
footer={null}
destroyOnHidden={true}
centered={true}
>
<AcknowledgeInvoice
onOk={() => {
setAcknowledgeInvoiceOpen(false)
actions.reload()
}}
objectData={objectFormState.objectData}
/>
</Modal>
<Modal
open={newPaymentOpen}
styles={{ content: { paddingBottom: '24px' } }}
footer={null}
width={800}
onCancel={() => {
setNewPaymentOpen(false)
}}
destroyOnHidden={true}
>
<NewPayment
onOk={() => {
setNewPaymentOpen(false)
actions.reload()
}}
reset={newPaymentOpen}
defaultValues={{
invoice: { ...objectFormState.objectData },
amount: objectFormState.objectData?.grandTotalAmount
}}
/>
</Modal>
</>
)
}
export default InvoiceInfo