Tom Butcher 6dcc5759f4
All checks were successful
farmcontrol/farmcontrol-ui/pipeline/head This commit looks good
Enhance API Server Context and Template Helpers with New Features
- Added a new helper function 'renderDocumentTemplate' to the fcTemplateHelpers for improved document rendering capabilities.
- Introduced 'mapObjectFiltersForQuery' function to streamline filter mapping in API requests, enhancing code readability and maintainability.
- Updated API server context to utilize the new filter mapping function, improving data fetching logic and consistency in handling object filters.
- Refactored sorting parameters in API requests to use 'sortProperty' and 'sortOrder' for better clarity and alignment with naming conventions.
2026-08-22 02:36:03 +01:00

740 lines
18 KiB
JavaScript

import { createElement, lazy } from 'react'
const InvoiceInfo = lazy(
() => import('../../components/Dashboard/Finance/Invoices/InvoiceInfo')
)
const NewInvoice = lazy(
() => import('../../components/Dashboard/Finance/Invoices/NewInvoice')
)
const PostInvoice = lazy(
() => import('../../components/Dashboard/Finance/Invoices/PostInvoice')
)
const AcknowledgeInvoice = lazy(
() => import('../../components/Dashboard/Finance/Invoices/AcknowledgeInvoice')
)
import InvoiceIcon from '../../components/Icons/InvoiceIcon'
import PlusIcon from '../../components/Icons/PlusIcon'
import InfoCircleIcon from '../../components/Icons/InfoCircleIcon'
import CheckIcon from '../../components/Icons/CheckIcon'
import EditIcon from '../../components/Icons/EditIcon'
import XMarkIcon from '../../components/Icons/XMarkIcon'
import BinIcon from '../../components/Icons/BinIcon'
import ListIcon from '../../components/Icons/ListIcon'
export const Invoice = {
name: 'invoice',
label: 'Invoice',
labelPlural: 'Invoices',
url: '/dashboard/finance/invoices',
prefix: 'INV',
icon: InvoiceIcon,
actions: [
{
name: 'new',
type: 'modal',
pageName: 'list',
modalWidth: 800,
label: 'New Invoice',
icon: PlusIcon,
content: (objectData, { onOk } = {}) => {
return createElement(NewInvoice, { defaultValues: objectData, onOk, reset: true })
}
},
{
name: 'list',
type: 'page',
pageName: 'list',
label: 'List',
icon: ListIcon
},
{
name: 'info',
type: 'page',
pageName: 'info',
label: 'Info',
default: true,
row: true,
icon: InfoCircleIcon
},
{
name: 'edit',
type: 'page',
pageName: 'info',
label: 'Edit',
row: true,
icon: EditIcon,
visible: (objectData) => {
return !(objectData?._isEditing && objectData?._isEditing == true)
},
disabled: (objectData) => {
return objectData?.state?.type != 'draft'
}
},
{
name: 'cancelEdit',
label: 'Cancel Edits',
type: 'page',
pageName: 'info',
icon: XMarkIcon,
visible: (objectData) => {
return objectData?._isEditing && objectData?._isEditing == true
}
},
{
name: 'finishEdit',
label: 'Save Edits',
type: 'page',
pageName: 'info',
icon: CheckIcon,
visible: (objectData) => {
return objectData?._isEditing && objectData?._isEditing == true
}
},
{
name: 'delete',
type: 'page',
pageName: 'info',
label: 'Delete',
icon: BinIcon,
danger: true,
visible: (objectData) => {
return !(objectData?._isEditing && objectData?._isEditing == true)
},
disabled: (objectData) => {
return objectData?.state?.type != 'draft'
}
},
{ type: 'divider' },
{
name: 'newPayment',
type: 'alias',
objectType: 'payment',
aliasAction: 'new',
disabled: (objectData) => {
const allowedStates = ['acknowledged', 'partiallyPaid', 'overdue']
return !allowedStates.includes(objectData?.state?.type)
},
objectData: (objectData) => ({
invoice: objectData,
amount: objectData?.grandTotalAmount
})
},
{ type: 'divider' },
{
name: 'post',
type: 'modal',
modalWidth: 520,
label: 'Post',
icon: CheckIcon,
visible: (objectData) => {
return objectData?.state?.type == 'draft'
},
content: (objectData, { onOk } = {}) => {
return createElement(PostInvoice, { objectData, onOk })
}
},
{
name: 'acknowledge',
type: 'modal',
modalWidth: 520,
label: 'Acknowledge',
icon: CheckIcon,
visible: (objectData) => {
return objectData?.state?.type == 'sent'
},
content: (objectData, { onOk } = {}) => {
return createElement(AcknowledgeInvoice, { objectData, onOk })
}
},
{
name: 'cancel',
type: 'page',
pageName: 'info',
label: 'Cancel',
icon: XMarkIcon,
danger: true,
disabled: (objectData) => {
const allowedStates = [
'acknowledged',
'partiallyPaid',
'overdue',
'sent'
]
return !allowedStates.includes(objectData?.state?.type)
},
visible: (objectData) => {
return objectData?.state?.type != 'draft'
}
}
],
pages: [
{
name: 'info',
content: () => createElement(InvoiceInfo)
}
],
group: ['orderType'],
filters: [
'vendor',
'client',
'state',
'order',
'orderType',
'createdAt',
'updatedAt',
'_reference'
],
sorters: ['createdAt', 'state', 'updatedAt', 'invoiceDate', 'dueDate'],
columns: [
'_reference',
'state',
'orderType',
'order',
'to',
'from',
'invoiceDate',
'dueDate',
'totalAmount',
'totalAmountWithTax',
'totalTaxAmount',
'shippingAmount',
'shippingAmountWithTax',
'grandTotalAmount',
'createdAt',
'updatedAt'
],
properties: [
{
name: '_id',
label: 'ID',
type: 'id',
columnFixed: 'left',
objectType: 'invoice',
columnWidth: 140,
showCopy: true
},
{
name: 'createdAt',
label: 'Created At',
type: 'dateTime',
readOnly: true,
columnWidth: 175
},
{
name: '_reference',
label: 'Reference',
type: 'reference',
columnFixed: 'left',
required: true,
objectType: 'invoice',
showCopy: true,
readOnly: true,
columnWidth: 180
},
{
name: 'updatedAt',
label: 'Updated At',
type: 'dateTime',
readOnly: true,
columnWidth: 175
},
{
name: 'state',
label: 'State',
type: 'state',
readOnly: true,
columnWidth: 260
},
{
name: 'issuedAt',
label: 'Issued At',
type: 'dateTime',
readOnly: false,
required: true,
columnWidth: 175
},
{
name: 'orderType',
label: 'Order Type',
type: 'objectType',
masterFilter: ['purchaseOrder', 'salesOrder'],
required: true,
columnWidth: 150
},
{
name: 'dueAt',
label: 'Due At',
type: 'dateTime',
required: true,
columnWidth: 175
},
{
name: 'order',
label: 'Order',
type: 'object',
objectType: (objectData) => {
return objectData?.orderType
},
required: true,
showHyperlink: true,
columnWidth: 200
},
{
name: 'postedAt',
label: 'Posted At',
type: 'dateTime',
readOnly: true,
columnWidth: 175
},
{
name: 'fromType',
label: 'From Type',
type: 'objectType',
value: (objectData) => {
return objectData?.orderType == 'purchaseOrder'
? 'vendor'
: objectData?.fromType
},
masterFilter: ['client', 'vendor'],
readOnly: (objectData) => {
return objectData?.orderType == 'purchaseOrder' ? true : false
},
columnWidth: 150,
required: true
},
{
name: 'acknowledgedAt',
label: 'Acknowledged At',
type: 'dateTime',
readOnly: true,
columnWidth: 175
},
{
name: 'from',
label: 'From',
required: true,
type: 'object',
objectType: (objectData) => {
return objectData?.fromType
},
showHyperlink: true,
readOnly: (objectData) => {
return objectData?.orderType == 'purchaseOrder' ? true : false
},
columnWidth: 200,
value: (objectData) => {
if (objectData?.orderType == 'purchaseOrder') {
return objectData?.order?.vendor
} else {
return objectData?.from
}
}
},
{
name: 'cancelledAt',
label: 'Cancelled At',
type: 'dateTime',
readOnly: true,
columnWidth: 175
},
{
name: 'toType',
label: 'To Type',
type: 'objectType',
masterFilter: ['vendor', 'client'],
value: (objectData) => {
return objectData?.orderType == 'salesOrder'
? 'client'
: objectData?.toType
},
readOnly: (objectData) => {
return objectData?.orderType == 'salesOrder' ? true : false
},
columnWidth: 150,
required: true
},
{
name: 'paidAt',
label: 'Paid At',
type: 'dateTime',
readOnly: true,
columnWidth: 175
},
{
name: 'to',
label: 'To',
required: true,
type: 'object',
objectType: (objectData) => {
return objectData?.toType
},
showHyperlink: true,
readOnly: (objectData) => {
return objectData?.orderType == 'salesOrder' ? true : false
},
columnWidth: 200,
value: (objectData) => {
if (objectData?.orderType == 'salesOrder') {
return objectData?.order?.client
} else {
return objectData?.to
}
}
},
{
name: 'totalTaxAmount',
label: 'Total Tax Amount',
type: 'number',
prefix: '£',
roundNumber: 2,
readOnly: true,
columnWidth: 175
},
{
name: 'totalAmountWithTax',
label: 'Total Amount w/ Tax',
type: 'number',
prefix: '£',
readOnly: true,
columnWidth: 175,
roundNumber: 2
},
{
name: 'shippingAmount',
label: 'Shipping Amount',
type: 'number',
prefix: '£',
roundNumber: 2,
readOnly: true,
columnWidth: 150
},
{
name: 'shippingAmountWithTax',
label: 'Shipping Amount w/ Tax',
type: 'number',
prefix: '£',
readOnly: true,
roundNumber: 2,
columnWidth: 200
},
{
name: 'totalAmount',
label: 'Total Amount',
type: 'number',
prefix: '£',
roundNumber: 2,
readOnly: true,
columnWidth: 150
},
{
name: 'grandTotalAmount',
label: 'Grand Total Amount',
type: 'number',
prefix: '£',
roundNumber: 2,
columnWidth: 175,
readOnly: true
},
{
name: 'invoiceOrderItems',
label: 'Invoice Order Items',
type: 'objectChildren',
objectType: 'orderItem',
properties: [
{
name: 'orderItem',
label: 'Order Item',
type: 'object',
objectType: 'orderItem',
required: true,
columnWidth: 300,
showHyperlink: true,
masterFilter: (objectData, parentData) => {
return {
orderType: parentData?.orderType,
order: parentData?.order?._id
}
}
},
{
name: 'invoiceQuantity',
label: 'Quantity',
type: 'number',
required: true,
columnWidth: 175
},
{
name: 'invoiceAmount',
label: 'Invoice Amount',
type: 'number',
prefix: '£',
roundNumber: 2,
required: true,
columnWidth: 150
},
{
name: 'taxRate',
label: 'Tax Rate',
type: 'object',
objectType: 'taxRate',
required: false,
showHyperlink: true,
columnWidth: 200
},
{
name: 'invoiceAmountWithTax',
label: 'Invoice Amount w/ Tax',
type: 'number',
prefix: '£',
roundNumber: 2,
required: true,
readOnly: true,
columnWidth: 200,
value: (objectData) => {
const invoiceAmount = objectData?.invoiceAmount || 0
if (!invoiceAmount) return 0
if (objectData?.taxRate?.rateType == 'percentage') {
return (
(invoiceAmount * (1 + objectData?.taxRate?.rate / 100)).toFixed(
2
) || 0
)
} else if (objectData?.taxRate?.rateType == 'amount') {
return (invoiceAmount + objectData?.taxRate?.rate).toFixed(2) || 0
}
return invoiceAmount
}
}
],
rollups: [
{
name: 'totalQuantity',
label: 'Total Quantity',
type: 'number',
property: 'invoiceQuantity',
value: (objectData) => {
return objectData?.invoiceOrderItems?.reduce(
(acc, item) => acc + (item.invoiceQuantity || 0),
0
)
}
},
{
name: 'totalAmount',
label: 'Total Amount',
type: 'number',
property: 'invoiceAmount',
prefix: '£',
fixedNumber: 2,
value: (objectData) => {
return objectData?.invoiceOrderItems
?.reduce(
(acc, item) =>
acc + (Number.parseFloat(item.invoiceAmount) || 0),
0
)
.toFixed(2)
}
},
{
name: 'totalAmountWithTax',
label: 'Total Amount w/ Tax',
type: 'number',
property: 'invoiceAmountWithTax',
prefix: '£',
fixedNumber: 2,
value: (objectData) => {
return objectData?.invoiceOrderItems
?.reduce(
(acc, item) =>
acc + (Number.parseFloat(item.invoiceAmountWithTax) || 0),
0
)
.toFixed(2)
}
}
]
},
{
name: 'invoiceShipments',
label: 'Invoice Shipments',
type: 'objectChildren',
objectType: 'shipment',
properties: [
{
name: 'shipment',
label: 'Shipment',
type: 'object',
objectType: 'shipment',
required: true,
columnWidth: 300,
showHyperlink: true,
masterFilter: (objectData, parentData) => {
return {
orderType: parentData?.orderType,
order: parentData?.order?._id
}
}
},
{
name: 'invoiceAmount',
label: 'Invoice Amount',
type: 'number',
prefix: '£',
roundNumber: 2,
columnWidth: 175,
required: true
},
{
name: 'taxRate',
label: 'Tax Rate',
type: 'object',
objectType: 'taxRate',
required: false,
showHyperlink: true,
columnWidth: 200
},
{
name: 'invoiceAmountWithTax',
label: 'Invoice Amount w/ Tax',
type: 'number',
prefix: '£',
roundNumber: 2,
required: true,
readOnly: true,
columnWidth: 200,
value: (objectData) => {
const invoiceAmount = objectData?.invoiceAmount || 0
if (!invoiceAmount) return 0
if (objectData?.taxRate?.rateType == 'percentage') {
return (
(invoiceAmount * (1 + objectData?.taxRate?.rate / 100)).toFixed(
2
) || 0
)
} else if (objectData?.taxRate?.rateType == 'amount') {
return (invoiceAmount + objectData?.taxRate?.rate).toFixed(2) || 0
}
return invoiceAmount
}
}
],
rollups: [
{
name: 'totalAmount',
label: 'Total Amount',
type: 'number',
property: 'invoiceAmount',
prefix: '£',
roundNumber: 2,
value: (objectData) => {
return objectData?.invoiceShipments
?.reduce(
(acc, shipment) => acc + (shipment.invoiceAmount || 0),
0
)
.toFixed(2)
}
},
{
name: 'totalAmountWithTax',
label: 'Total Amount w/ Tax',
type: 'number',
property: 'invoiceAmountWithTax',
prefix: '£',
roundNumber: 2,
value: (objectData) => {
return objectData?.invoiceShipments
?.reduce(
(acc, shipment) =>
acc + (Number.parseFloat(shipment.invoiceAmountWithTax) || 0),
0
)
.toFixed(2)
}
}
]
}
],
stats: [
{
name: 'draft.draftCount.count',
label: 'Draft',
type: 'number',
color: 'default'
},
{
name: 'draft.draftGrandTotalAmount.sum',
label: 'Draft Grand Total Amount',
type: 'number',
prefix: '£',
roundNumber: 2,
color: 'default'
},
{
name: 'sent.sentCount.count',
label: 'Sent',
type: 'number',
color: 'cyan'
},
{
name: 'acknowledged.acknowledgedCount.count',
label: 'Acknowledged',
type: 'number',
color: 'purple'
},
{
name: 'due.dueCount.count',
label: 'Due',
type: 'number',
color: 'warning',
sum: [
'sent.sentCount.count',
'partiallyPaid.partiallyPaidCount.count',
'overdue.overdueCount.count',
'acknowledged.acknowledgedCount.count'
]
},
{
name: 'due.dueGrandTotalAmount.sum',
label: 'Due Grand Total Amount',
type: 'number',
prefix: '£',
roundNumber: 2,
color: 'warning',
sum: [
'sent.sentGrandTotalAmount.sum',
'partiallyPaid.partiallyPaidGrandTotalAmount.sum',
'overdue.overdueGrandTotalAmount.sum',
'acknowledged.acknowledgedGrandTotalAmount.sum'
]
},
{
name: 'partiallyPaid.partiallyPaidCount.count',
label: 'Partially Paid',
type: 'number',
color: 'processing'
},
{
name: 'overdue.overdueCount.count',
label: 'Overdue',
type: 'number',
color: 'error'
},
{
name: 'overdue.overdueGrandTotalAmount.sum',
label: 'Overdue Grand Total Amount',
type: 'number',
prefix: '£',
roundNumber: 2,
color: 'error'
}
]
}