mirror of
https://github.com/InvoiceShelf/InvoiceShelf.git
synced 2026-04-07 13:41:23 +00:00
feat: Tax included (#370)
* feat: Tax included * Added a toggle switch in tax settings to enable the feature. * Database migration adding tax_included field into estimates, invoices and recurring invoices table. * Toggle switch to enable and store the tax_included by estimates, invoices and recurring invoices. * In case of tax included enabled, total taxes will be recalculated and the invoices, estimates and recurring invoices total won't be sum with taxes. * Apply tax included when discount_per_item/tax_per_item item is enabled. * Custom component to show the net total when tax included is enabled. * Update invoice and estimates pdfs with net total. * chore: Tax included by default A switch button inside the tax settings to enable the tax included by default in invoices, estimates and recurring invoices.
This commit is contained in:
Fabio Ribeiro
71
resources/scripts/admin/stores/estimate.js
vendored
71
resources/scripts/admin/stores/estimate.js
vendored
@@ -44,6 +44,9 @@ export const useEstimateStore = (useWindow = false) => {
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return a + b['total']
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}, 0)
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},
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getNetTotal() {
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return this.getSubtotalWithDiscount - this.getTotalTax
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},
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getTotalSimpleTax() {
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return _.sumBy(this.newEstimate.taxes, function (tax) {
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if (!tax.compound_tax) {
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@@ -79,6 +82,9 @@ export const useEstimateStore = (useWindow = false) => {
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},
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getTotal() {
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if (this.newEstimate.tax_included) {
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return this.getSubtotalWithDiscount
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}
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return this.getSubtotalWithDiscount + this.getTotalTax
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},
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@@ -149,7 +155,7 @@ export const useEstimateStore = (useWindow = false) => {
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resolve(response)
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})
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.catch((err) => {
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console.log(err);
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console.log(err)
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handleError(err)
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reject(err)
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})
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@@ -160,20 +166,19 @@ export const useEstimateStore = (useWindow = false) => {
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Object.assign(this.newEstimate, estimate)
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if (this.newEstimate.tax_per_item === 'YES') {
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this.newEstimate.items.forEach((_i) => {
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if (_i.taxes && !_i.taxes.length){
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if (_i.taxes && !_i.taxes.length) {
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_i.taxes.push({ ...taxStub, id: Guid.raw() })
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}
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})
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}
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if (this.newEstimate.discount_per_item === 'YES') {
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this.newEstimate.items.forEach((_i, index) => {
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if (_i.discount_type === 'fixed'){
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if (_i.discount_type === 'fixed') {
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this.newEstimate.items[index].discount = _i.discount / 100
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}
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})
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}
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else {
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if (this.newEstimate.discount_type === 'fixed'){
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} else {
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if (this.newEstimate.discount_type === 'fixed') {
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this.newEstimate.discount = this.newEstimate.discount / 100
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}
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}
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@@ -182,19 +187,23 @@ export const useEstimateStore = (useWindow = false) => {
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setCustomerAddresses(customer) {
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const customer_business = customer.customer_business
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if (customer_business?.billing_address){
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this.newEstimate.customer.billing_address = customer_business.billing_address
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if (customer_business?.billing_address) {
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this.newEstimate.customer.billing_address =
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customer_business.billing_address
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}
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if (customer_business?.shipping_address){
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this.newEstimate.customer.shipping_address = customer_business.shipping_address
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if (customer_business?.shipping_address) {
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this.newEstimate.customer.shipping_address =
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customer_business.shipping_address
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}
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},
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addSalesTaxUs() {
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const taxTypeStore = useTaxTypeStore()
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let salesTax = { ...taxStub }
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let found = this.newEstimate.taxes.find((_t) => _t.name === 'Sales Tax' && _t.type === 'MODULE')
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let found = this.newEstimate.taxes.find(
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(_t) => _t.name === 'Sales Tax' && _t.type === 'MODULE',
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)
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if (found) {
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for (const key in found) {
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if (Object.prototype.hasOwnProperty.call(salesTax, key)) {
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@@ -202,10 +211,10 @@ export const useEstimateStore = (useWindow = false) => {
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}
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}
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salesTax.id = found.tax_type_id
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console.log(salesTax, 'salesTax');
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console.log(salesTax, 'salesTax')
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taxTypeStore.taxTypes.push(salesTax)
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console.log(taxTypeStore.taxTypes);
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console.log(taxTypeStore.taxTypes)
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}
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},
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@@ -261,7 +270,7 @@ export const useEstimateStore = (useWindow = false) => {
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.post(`/api/v1/estimates/delete`, id)
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.then((response) => {
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let index = this.estimates.findIndex(
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(estimate) => estimate.id === id
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(estimate) => estimate.id === id,
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)
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this.estimates.splice(index, 1)
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@@ -288,7 +297,7 @@ export const useEstimateStore = (useWindow = false) => {
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.then((response) => {
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this.selectedEstimates.forEach((estimate) => {
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let index = this.estimates.findIndex(
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(_est) => _est.id === estimate.id
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(_est) => _est.id === estimate.id,
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)
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this.estimates.splice(index, 1)
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})
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@@ -313,7 +322,7 @@ export const useEstimateStore = (useWindow = false) => {
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.put(`/api/v1/estimates/${data.id}`, data)
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.then((response) => {
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let pos = this.estimates.findIndex(
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(estimate) => estimate.id === response.data.data.id
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(estimate) => estimate.id === response.data.data.id,
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)
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this.estimates[pos] = response.data.data
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const notificationStore = useNotificationStore()
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@@ -355,7 +364,7 @@ export const useEstimateStore = (useWindow = false) => {
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.post(`/api/v1/estimates/${data.id}/status`, data)
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.then((response) => {
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let pos = this.estimates.findIndex(
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(estimate) => estimate.id === data.id
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(estimate) => estimate.id === data.id,
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)
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if (this.estimates[pos]) {
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this.estimates[pos].status = 'ACCEPTED'
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@@ -402,7 +411,7 @@ export const useEstimateStore = (useWindow = false) => {
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.post(`/api/v1/estimates/${data.id}/status`, data)
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.then((response) => {
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let pos = this.estimates.findIndex(
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(estimate) => estimate.id === data.id
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(estimate) => estimate.id === data.id,
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)
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if (this.estimates[pos]) {
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this.estimates[pos].status = 'SENT'
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@@ -570,17 +579,26 @@ export const useEstimateStore = (useWindow = false) => {
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if (!isEdit) {
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await notesStore.fetchNotes()
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this.newEstimate.notes = notesStore.getDefaultNoteForType('Estimate')?.notes
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this.newEstimate.notes =
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notesStore.getDefaultNoteForType('Estimate')?.notes
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this.newEstimate.tax_per_item =
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companyStore.selectedCompanySettings.tax_per_item
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this.newEstimate.sales_tax_type = companyStore.selectedCompanySettings.sales_tax_type
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this.newEstimate.sales_tax_address_type = companyStore.selectedCompanySettings.sales_tax_address_type
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this.newEstimate.sales_tax_type =
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companyStore.selectedCompanySettings.sales_tax_type
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this.newEstimate.sales_tax_address_type =
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companyStore.selectedCompanySettings.sales_tax_address_type
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this.newEstimate.discount_per_item =
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companyStore.selectedCompanySettings.discount_per_item
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this.newEstimate.estimate_date = moment().format('YYYY-MM-DD')
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if (companyStore.selectedCompanySettings.estimate_set_expiry_date_automatically === 'YES') {
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if (
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companyStore.selectedCompanySettings
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.estimate_set_expiry_date_automatically === 'YES'
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) {
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this.newEstimate.expiry_date = moment()
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.add(companyStore.selectedCompanySettings.estimate_expiry_date_days, 'days')
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.add(
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companyStore.selectedCompanySettings.estimate_expiry_date_days,
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'days',
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)
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.format('YYYY-MM-DD')
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}
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} else {
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@@ -607,9 +625,10 @@ export const useEstimateStore = (useWindow = false) => {
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}
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this.setTemplate(this.templates[0].name)
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this.newEstimate.template_name =
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userStore.currentUserSettings.default_estimate_template ?
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userStore.currentUserSettings.default_estimate_template : this.newEstimate.template_name
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this.newEstimate.template_name = userStore.currentUserSettings
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.default_estimate_template
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? userStore.currentUserSettings.default_estimate_template
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: this.newEstimate.template_name
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}
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if (isEdit) {
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58
resources/scripts/admin/stores/invoice.js
vendored
58
resources/scripts/admin/stores/invoice.js
vendored
@@ -51,6 +51,10 @@ export const useInvoiceStore = (useWindow = false) => {
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}, 0)
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},
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getNetTotal() {
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return this.getSubtotalWithDiscount - this.getTotalTax
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},
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getTotalSimpleTax() {
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return _.sumBy(this.newInvoice.taxes, function (tax) {
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if (!tax.compound_tax) {
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@@ -86,6 +90,9 @@ export const useInvoiceStore = (useWindow = false) => {
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},
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getTotal() {
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if (this.newInvoice.tax_included) {
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return this.getSubtotalWithDiscount
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}
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return this.getSubtotalWithDiscount + this.getTotalTax
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},
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@@ -160,8 +167,7 @@ export const useInvoiceStore = (useWindow = false) => {
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if (_i.discount_type === 'fixed')
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this.newInvoice.items[index].discount = _i.discount / 100
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})
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}
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else {
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} else {
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if (this.newInvoice.discount_type === 'fixed')
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this.newInvoice.discount = this.newInvoice.discount / 100
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}
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@@ -171,16 +177,20 @@ export const useInvoiceStore = (useWindow = false) => {
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const customer_business = customer.customer_business
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if (customer_business?.billing_address)
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this.newInvoice.customer.billing_address = customer_business.billing_address
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this.newInvoice.customer.billing_address =
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customer_business.billing_address
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if (customer_business?.shipping_address)
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this.newInvoice.customer.shipping_address = customer_business.shipping_address
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this.newInvoice.customer.shipping_address =
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customer_business.shipping_address
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},
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addSalesTaxUs() {
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const taxTypeStore = useTaxTypeStore()
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let salesTax = { ...taxStub }
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let found = this.newInvoice.taxes.find((_t) => _t.name === 'Sales Tax' && _t.type === 'MODULE')
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let found = this.newInvoice.taxes.find(
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(_t) => _t.name === 'Sales Tax' && _t.type === 'MODULE',
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)
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if (found) {
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for (const key in found) {
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if (Object.prototype.hasOwnProperty.call(salesTax, key)) {
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@@ -237,7 +247,7 @@ export const useInvoiceStore = (useWindow = false) => {
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.post(`/api/v1/invoices/delete`, id)
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.then((response) => {
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let index = this.invoices.findIndex(
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(invoice) => invoice.id === id
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(invoice) => invoice.id === id,
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)
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this.invoices.splice(index, 1)
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@@ -261,7 +271,7 @@ export const useInvoiceStore = (useWindow = false) => {
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.then((response) => {
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this.selectedInvoices.forEach((invoice) => {
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let index = this.invoices.findIndex(
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(_inv) => _inv.id === invoice.id
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(_inv) => _inv.id === invoice.id,
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)
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this.invoices.splice(index, 1)
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})
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@@ -286,7 +296,7 @@ export const useInvoiceStore = (useWindow = false) => {
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.put(`/api/v1/invoices/${data.id}`, data)
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.then((response) => {
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let pos = this.invoices.findIndex(
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(invoice) => invoice.id === response.data.data.id
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(invoice) => invoice.id === response.data.data.id,
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)
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this.invoices[pos] = response.data.data
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@@ -328,7 +338,7 @@ export const useInvoiceStore = (useWindow = false) => {
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.post(`/api/v1/invoices/${data.id}/status`, data)
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.then((response) => {
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let pos = this.invoices.findIndex(
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(invoices) => invoices.id === data.id
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(invoices) => invoices.id === data.id,
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)
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if (this.invoices[pos]) {
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@@ -493,26 +503,35 @@ export const useInvoiceStore = (useWindow = false) => {
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}
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let editActions = []
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if (!isEdit) {
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await notesStore.fetchNotes()
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this.newInvoice.notes = notesStore.getDefaultNoteForType('Invoice')?.notes
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this.newInvoice.notes =
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notesStore.getDefaultNoteForType('Invoice')?.notes
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this.newInvoice.tax_per_item =
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companyStore.selectedCompanySettings.tax_per_item
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this.newInvoice.sales_tax_type = companyStore.selectedCompanySettings.sales_tax_type
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this.newInvoice.sales_tax_address_type = companyStore.selectedCompanySettings.sales_tax_address_type
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this.newInvoice.sales_tax_type =
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companyStore.selectedCompanySettings.sales_tax_type
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this.newInvoice.sales_tax_address_type =
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companyStore.selectedCompanySettings.sales_tax_address_type
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this.newInvoice.discount_per_item =
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companyStore.selectedCompanySettings.discount_per_item
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let dateFormat = 'YYYY-MM-DD';
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let dateFormat = 'YYYY-MM-DD'
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if (companyStore.selectedCompanySettings.invoice_use_time === 'YES') {
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dateFormat += ' HH:mm'
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}
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this.newInvoice.invoice_date = moment().format(dateFormat)
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if (companyStore.selectedCompanySettings.invoice_set_due_date_automatically === 'YES') {
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if (
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companyStore.selectedCompanySettings
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.invoice_set_due_date_automatically === 'YES'
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) {
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this.newInvoice.due_date = moment()
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.add(companyStore.selectedCompanySettings.invoice_due_date_days, 'days')
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.add(
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companyStore.selectedCompanySettings.invoice_due_date_days,
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'days',
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)
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.format('YYYY-MM-DD')
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}
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} else {
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@@ -539,9 +558,10 @@ export const useInvoiceStore = (useWindow = false) => {
|
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|
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if (res3.data) {
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this.setTemplate(this.templates[0].name)
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this.newInvoice.template_name =
|
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userStore.currentUserSettings.default_invoice_template ?
|
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userStore.currentUserSettings.default_invoice_template : this.newInvoice.template_name
|
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this.newInvoice.template_name = userStore.currentUserSettings
|
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.default_invoice_template
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? userStore.currentUserSettings.default_invoice_template
|
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: this.newInvoice.template_name
|
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}
|
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}
|
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if (isEdit) {
|
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|
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108
resources/scripts/admin/stores/recurring-invoice.js
vendored
108
resources/scripts/admin/stores/recurring-invoice.js
vendored
@@ -37,17 +37,56 @@ export const useRecurringInvoiceStore = (useWindow = false) => {
|
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},
|
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|
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frequencies: [
|
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{ label: global.t('recurring_invoices.frequency.every_minute'), value: '* * * * *' },
|
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{ label: global.t('recurring_invoices.frequency.every_30_minute'), value: '*/30 * * * *' },
|
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{ label: global.t('recurring_invoices.frequency.every_hour'), value: '0 * * * *' },
|
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{ label: global.t('recurring_invoices.frequency.every_2_hour'), value: '0 */2 * * *' },
|
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{ label: global.t('recurring_invoices.frequency.every_day_at_midnight'), value: '0 0 * * *' },
|
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{ label: global.t('recurring_invoices.frequency.every_week'), value: '0 0 * * 0' },
|
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{ label: global.t('recurring_invoices.frequency.every_15_days_at_midnight'), value: '0 5 */15 * *' },
|
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{ label: global.t('recurring_invoices.frequency.on_the_first_day_of_every_month_at_midnight'), value: '0 0 1 * *' },
|
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{ label: global.t('recurring_invoices.frequency.every_6_month'), value: '0 0 1 */6 *' },
|
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{ label: global.t('recurring_invoices.frequency.every_year_on_the_first_day_of_january_at_midnight'), value: '0 0 1 1 *' },
|
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{ label: global.t('recurring_invoices.frequency.custom'), value: 'CUSTOM' },
|
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{
|
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label: global.t('recurring_invoices.frequency.every_minute'),
|
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value: '* * * * *',
|
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},
|
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{
|
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label: global.t('recurring_invoices.frequency.every_30_minute'),
|
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value: '*/30 * * * *',
|
||||
},
|
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{
|
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label: global.t('recurring_invoices.frequency.every_hour'),
|
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value: '0 * * * *',
|
||||
},
|
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{
|
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label: global.t('recurring_invoices.frequency.every_2_hour'),
|
||||
value: '0 */2 * * *',
|
||||
},
|
||||
{
|
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label: global.t('recurring_invoices.frequency.every_day_at_midnight'),
|
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value: '0 0 * * *',
|
||||
},
|
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{
|
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label: global.t('recurring_invoices.frequency.every_week'),
|
||||
value: '0 0 * * 0',
|
||||
},
|
||||
{
|
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label: global.t(
|
||||
'recurring_invoices.frequency.every_15_days_at_midnight',
|
||||
),
|
||||
value: '0 5 */15 * *',
|
||||
},
|
||||
{
|
||||
label: global.t(
|
||||
'recurring_invoices.frequency.on_the_first_day_of_every_month_at_midnight',
|
||||
),
|
||||
value: '0 0 1 * *',
|
||||
},
|
||||
{
|
||||
label: global.t('recurring_invoices.frequency.every_6_month'),
|
||||
value: '0 0 1 */6 *',
|
||||
},
|
||||
{
|
||||
label: global.t(
|
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'recurring_invoices.frequency.every_year_on_the_first_day_of_january_at_midnight',
|
||||
),
|
||||
value: '0 0 1 1 *',
|
||||
},
|
||||
{
|
||||
label: global.t('recurring_invoices.frequency.custom'),
|
||||
value: 'CUSTOM',
|
||||
},
|
||||
],
|
||||
}),
|
||||
|
||||
@@ -60,6 +99,10 @@ export const useRecurringInvoiceStore = (useWindow = false) => {
|
||||
)
|
||||
},
|
||||
|
||||
getNetTotal() {
|
||||
return this.getSubtotalWithDiscount - this.getTotalTax
|
||||
},
|
||||
|
||||
getTotalSimpleTax() {
|
||||
return _.sumBy(this.newRecurringInvoice.taxes, function (tax) {
|
||||
if (!tax.compound_tax) {
|
||||
@@ -95,6 +138,9 @@ export const useRecurringInvoiceStore = (useWindow = false) => {
|
||||
},
|
||||
|
||||
getTotal() {
|
||||
if (this.newRecurringInvoice.tax_included) {
|
||||
return this.getSubtotalWithDiscount
|
||||
}
|
||||
return this.getSubtotalWithDiscount + this.getTotalTax
|
||||
},
|
||||
},
|
||||
@@ -174,7 +220,7 @@ export const useRecurringInvoiceStore = (useWindow = false) => {
|
||||
})
|
||||
|
||||
let pos = this.recurringInvoices.findIndex(
|
||||
(invoice) => invoice.id === response.data.data.id
|
||||
(invoice) => invoice.id === response.data.data.id,
|
||||
)
|
||||
|
||||
this.recurringInvoices[pos] = response.data.data
|
||||
@@ -240,7 +286,7 @@ export const useRecurringInvoiceStore = (useWindow = false) => {
|
||||
.post(`/api/v1/recurring-invoices/delete`, id)
|
||||
.then((response) => {
|
||||
let index = this.recurringInvoices.findIndex(
|
||||
(invoice) => invoice.id === id
|
||||
(invoice) => invoice.id === id,
|
||||
)
|
||||
this.recurringInvoices.splice(index, 1)
|
||||
resolve(response)
|
||||
@@ -265,7 +311,7 @@ export const useRecurringInvoiceStore = (useWindow = false) => {
|
||||
.then((response) => {
|
||||
this.selectedRecurringInvoices.forEach((invoice) => {
|
||||
let index = this.recurringInvoices.findIndex(
|
||||
(_inv) => _inv.id === invoice.id
|
||||
(_inv) => _inv.id === invoice.id,
|
||||
)
|
||||
this.recurringInvoices.splice(index, 1)
|
||||
})
|
||||
@@ -305,7 +351,7 @@ export const useRecurringInvoiceStore = (useWindow = false) => {
|
||||
this.selectAllField = false
|
||||
} else {
|
||||
let allInvoiceIds = this.recurringInvoices.map(
|
||||
(invoice) => invoice.id
|
||||
(invoice) => invoice.id,
|
||||
)
|
||||
this.selectedRecurringInvoices = allInvoiceIds
|
||||
this.selectAllField = true
|
||||
@@ -351,13 +397,16 @@ export const useRecurringInvoiceStore = (useWindow = false) => {
|
||||
// on create
|
||||
if (!isEdit) {
|
||||
await notesStore.fetchNotes()
|
||||
this.newRecurringInvoice.notes = notesStore.getDefaultNoteForType('Invoice')?.notes
|
||||
this.newRecurringInvoice.notes =
|
||||
notesStore.getDefaultNoteForType('Invoice')?.notes
|
||||
this.newRecurringInvoice.tax_per_item =
|
||||
companyStore.selectedCompanySettings.tax_per_item
|
||||
this.newRecurringInvoice.discount_per_item =
|
||||
companyStore.selectedCompanySettings.discount_per_item
|
||||
this.newRecurringInvoice.sales_tax_type = companyStore.selectedCompanySettings.sales_tax_type
|
||||
this.newRecurringInvoice.sales_tax_address_type = companyStore.selectedCompanySettings.sales_tax_address_type
|
||||
this.newRecurringInvoice.sales_tax_type =
|
||||
companyStore.selectedCompanySettings.sales_tax_type
|
||||
this.newRecurringInvoice.sales_tax_address_type =
|
||||
companyStore.selectedCompanySettings.sales_tax_address_type
|
||||
this.newRecurringInvoice.starts_at = moment().format('YYYY-MM-DD')
|
||||
this.newRecurringInvoice.next_invoice_date = moment()
|
||||
.add(7, 'days')
|
||||
@@ -399,7 +448,7 @@ export const useRecurringInvoiceStore = (useWindow = false) => {
|
||||
this.isFetchingInitialSettings = false
|
||||
})
|
||||
.catch((err) => {
|
||||
console.log(err);
|
||||
console.log(err)
|
||||
handleError(err)
|
||||
})
|
||||
},
|
||||
@@ -407,7 +456,9 @@ export const useRecurringInvoiceStore = (useWindow = false) => {
|
||||
addSalesTaxUs() {
|
||||
const taxTypeStore = useTaxTypeStore()
|
||||
let salesTax = { ...TaxStub }
|
||||
let found = this.newRecurringInvoice.taxes.find((_t) => _t.name === 'Sales Tax' && _t.type === 'MODULE')
|
||||
let found = this.newRecurringInvoice.taxes.find(
|
||||
(_t) => _t.name === 'Sales Tax' && _t.type === 'MODULE',
|
||||
)
|
||||
if (found) {
|
||||
for (const key in found) {
|
||||
if (Object.prototype.hasOwnProperty.call(salesTax, key)) {
|
||||
@@ -424,14 +475,15 @@ export const useRecurringInvoiceStore = (useWindow = false) => {
|
||||
},
|
||||
|
||||
setSelectedFrequency() {
|
||||
let data = this.frequencies.find(
|
||||
(frequency) => {
|
||||
return frequency.value === this.newRecurringInvoice.frequency
|
||||
}
|
||||
)
|
||||
data ? this.newRecurringInvoice.selectedFrequency = data
|
||||
: this.newRecurringInvoice.selectedFrequency = { label: 'Custom', value: 'CUSTOM' }
|
||||
|
||||
let data = this.frequencies.find((frequency) => {
|
||||
return frequency.value === this.newRecurringInvoice.frequency
|
||||
})
|
||||
data
|
||||
? (this.newRecurringInvoice.selectedFrequency = data)
|
||||
: (this.newRecurringInvoice.selectedFrequency = {
|
||||
label: 'Custom',
|
||||
value: 'CUSTOM',
|
||||
})
|
||||
},
|
||||
|
||||
resetSelectedNote() {
|
||||
|
||||
Reference in New Issue
Block a user