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