feat: default notes (#263)

* feat: default notes

* feat: include default invoice note in recurring invoice

* feat: use default export in tw config

* fix: test and naming

* fix: consistent ui for switch in note modal

* feat: little text improvements

resources/scripts/admin/components/modal-components/NoteModal.vue

@@ -45,6 +45,11 @@
               class="mt-2"
             />
           </BaseInputGroup>
+          <BaseSwitchSection
+            v-model="noteStore.currentNote.is_default"
+            :title="$t('settings.customization.notes.is_default')"
+            :description="$t('settings.customization.notes.is_default_description')"
+_          />
 
           <BaseInputGroup
             :label="$t('settings.customization.notes.notes')"

resources/scripts/admin/stores/estimate.js

@@ -14,6 +14,7 @@ import estimateStub from '../stub/estimate'
 import estimateItemStub from '../stub/estimate-item'
 import taxStub from '../stub/tax'
 import { useUserStore } from './user'
+import { useNotesStore } from './note'
 
 export const useEstimateStore = (useWindow = false) => {
   const defineStoreFunc = useWindow ? window.pinia.defineStore : defineStore
@@ -554,6 +555,7 @@ export const useEstimateStore = (useWindow = false) => {
         const taxTypeStore = useTaxTypeStore()
         const route = useRoute()
         const userStore = useUserStore()
+        const notesStore = useNotesStore()
 
         this.isFetchingInitialSettings = true
         this.newEstimate.selectedCurrency = companyStore.selectedCompanyCurrency
@@ -567,6 +569,8 @@ export const useEstimateStore = (useWindow = false) => {
         let editActions = []
 
         if (!isEdit) {
+          await notesStore.fetchNotes()
+          this.newEstimate.notes = notesStore.getDefaultNoteForType('Estimate')?.notes
           this.newEstimate.tax_per_item =
             companyStore.selectedCompanySettings.tax_per_item
           this.newEstimate.sales_tax_type = companyStore.selectedCompanySettings.sales_tax_type

resources/scripts/admin/stores/invoice.js

@@ -15,6 +15,7 @@ import { useTaxTypeStore } from './tax-type'
 import { useCompanyStore } from './company'
 import { useItemStore } from './item'
 import { useUserStore } from './user'
+import { useNotesStore } from './note'
 
 export const useInvoiceStore = (useWindow = false) => {
   const defineStoreFunc = useWindow ? window.pinia.defineStore : defineStore
@@ -479,6 +480,7 @@ export const useInvoiceStore = (useWindow = false) => {
         const taxTypeStore = useTaxTypeStore()
         const route = useRoute()
         const userStore = useUserStore()
+        const notesStore = useNotesStore()
 
         this.isFetchingInitialSettings = true
 
@@ -491,8 +493,10 @@ export const useInvoiceStore = (useWindow = false) => {
         }
 
         let editActions = []
-
+        
         if (!isEdit) {
+          await notesStore.fetchNotes()
+          this.newInvoice.notes = notesStore.getDefaultNoteForType('Invoice')?.notes
           this.newInvoice.tax_per_item =
             companyStore.selectedCompanySettings.tax_per_item
           this.newInvoice.sales_tax_type = companyStore.selectedCompanySettings.sales_tax_type

resources/scripts/admin/stores/note.js

@@ -14,6 +14,7 @@ export const useNotesStore = (useWindow = false) => {
       currentNote: {
         id: null,
         type: '',
+        is_default: false,
         name: '',
         notes: '',
       },
@@ -24,9 +25,14 @@ export const useNotesStore = (useWindow = false) => {
     },
 
     actions: {
+      getDefaultNoteForType(type) {
+        return this.notes.find((note) => note.type === type && note.is_default)
+      },
+
       resetCurrentNote() {
         this.currentNote = {
           type: '',
+          is_default: false,
           name: '',
           notes: '',
         }

resources/scripts/admin/stores/payment.js

@@ -6,6 +6,7 @@ import { useCompanyStore } from './company'
 import { useNotificationStore } from '@/scripts/stores/notification'
 import paymentStub from '../stub/payment'
 import { handleError } from '@/scripts/helpers/error-handling'
+import { useNotesStore } from './note'
 
 export const usePaymentStore = (useWindow = false) => {
   const defineStoreFunc = useWindow ? window.pinia.defineStore : defineStore
@@ -56,6 +57,7 @@ export const usePaymentStore = (useWindow = false) => {
     actions: {
       fetchPaymentInitialData(isEdit) {
         const companyStore = useCompanyStore()
+        const notesStore = useNotesStore()
         const route = useRoute()
 
         this.isFetchingInitialData = true
@@ -80,6 +82,8 @@ export const usePaymentStore = (useWindow = false) => {
 
             // On Create
             else if (!isEdit && res2.data) {
+              await notesStore.fetchNotes()
+              this.currentPayment.notes = notesStore.getDefaultNoteForType('Payment')?.notes
               this.currentPayment.payment_date = moment().format('YYYY-MM-DD')
               this.currentPayment.payment_number = res2.data.nextNumber
               this.currentPayment.currency =

resources/scripts/admin/stores/recurring-invoice.js

@@ -14,6 +14,7 @@ import moment from 'moment'
 import _ from 'lodash'
 import { useInvoiceStore } from './invoice'
 import { useNotificationStore } from '@/scripts/stores/notification'
+import { useNotesStore } from './note'
 
 export const useRecurringInvoiceStore = (useWindow = false) => {
   const defineStoreFunc = useWindow ? window.pinia.defineStore : defineStore
@@ -334,6 +335,7 @@ export const useRecurringInvoiceStore = (useWindow = false) => {
         const invoiceStore = useInvoiceStore()
         const taxTypeStore = useTaxTypeStore()
         const route = useRoute()
+        const notesStore = useNotesStore()
 
         this.isFetchingInitialSettings = true
         this.newRecurringInvoice.currency = companyStore.selectedCompanyCurrency
@@ -348,6 +350,8 @@ export const useRecurringInvoiceStore = (useWindow = false) => {
 
         // on create
         if (!isEdit) {
+          await notesStore.fetchNotes()
+          this.newRecurringInvoice.notes = notesStore.getDefaultNoteForType('Invoice')?.notes
           this.newRecurringInvoice.tax_per_item =
             companyStore.selectedCompanySettings.tax_per_item
           this.newRecurringInvoice.discount_per_item =

resources/scripts/admin/views/invoices/create/InvoiceCreate.vue

@@ -151,6 +151,7 @@ import { cloneDeep } from 'lodash'
 
 import { useInvoiceStore } from '@/scripts/admin/stores/invoice'
 import { useModuleStore } from '@/scripts/admin/stores/module'
+import { useNotesStore } from '@/scripts/admin/stores/note'
 import { useCompanyStore } from '@/scripts/admin/stores/company'
 import { useCustomFieldStore } from '@/scripts/admin/stores/custom-field'
 
@@ -169,6 +170,8 @@ const invoiceStore = useInvoiceStore()
 const companyStore = useCompanyStore()
 const customFieldStore = useCustomFieldStore()
 const moduleStore = useModuleStore()
+const notesStore = useNotesStore()
+
 const { t } = useI18n()
 let route = useRoute()
 let router = useRouter()

resources/scripts/admin/views/settings/NotesSetting.vue

@@ -31,6 +31,10 @@
           :load-data="refreshTable"
         />
       </template>
+      <template #cell-name="{ row }">
+        {{ row.data.name }}
+        <BaseIcon v-if="row.data.is_default" name="StarIcon" class="w-3 h-3 text-primary-400" />
+      </template>
       <template #cell-type="{ row }">
         {{ getLabelNote(row.data.type) }}
       </template>
@@ -42,9 +46,7 @@
 import { computed, reactive, ref } from 'vue'
 import { useI18n } from 'vue-i18n'
 import { useModalStore } from '@/scripts/stores/modal'
-import { useDialogStore } from '@/scripts/stores/dialog'
 import { useNotesStore } from '@/scripts/admin/stores/note'
-import { useNotificationStore } from '@/scripts/stores/notification'
 import NoteDropdown from '@/scripts/admin/components/dropdowns/NoteIndexDropdown.vue'
 import NoteModal from '@/scripts/admin/components/modal-components/NoteModal.vue'
 import { useUserStore } from '@/scripts/admin/stores/user'
@@ -53,9 +55,7 @@ import abilities from '@/scripts/admin/stub/abilities'
 const { t } = useI18n()
 
 const modalStore = useModalStore()
-const dialogStore = useDialogStore()
 const noteStore = useNotesStore()
-const notificationStore = useNotificationStore()
 const userStore = useUserStore()
 
 const table = ref('')
@@ -66,7 +66,7 @@ const notesColumns = computed(() => {
       key: 'name',
       label: t('settings.customization.notes.name'),
       thClass: 'extra',
-      tdClass: 'font-medium text-gray-900',
+      tdClass: 'font-medium text-gray-900 flex gap-1 items-center',
     },
     {
       key: 'type',