feat: add sample import sheet to invoices

2026-02-18 13:50:31 +00:00 · 2024-04-07 15:26:23 +02:00
parent bbafdcd8bd
commit 086b060351
8 changed files with 81 additions and 21 deletions
--- a/packages/server/resources/locales/en.json
+++ b/packages/server/resources/locales/en.json
@@ -309,14 +309,18 @@
  "estimate.field.status.approved": "Approved",
  "estimate.field.status.draft": "Draft",
  "estimate.field.created_at": "Created at",
-  "payment_receive.field.customer": "Customer",
-  "payment_receive.field.payment_date": "Payment date",
  "payment_receive.field.amount": "Amount",
-  "payment_receive.field.reference_no": "Reference No.",
-  "payment_receive.field.deposit_account": "Deposit account",
  "payment_receive.field.payment_receive_no": "Payment receive No.",
  "payment_receive.field.statement": "Statement",
  "payment_receive.field.created_at": "Created at",
+  "payment_receive.field.customer": "Customer",
+  "payment_receive.field.exchange_rate": "Exchange Rate",
+  "payment_receive.field.payment_date": "Payment Date",
+  "payment_receive.field.reference_no": "Reference No.",
+  "payment_receive.field.deposit_account": "Deposit Account",
+  "payment_receive.field.entries": "Entries",
+  "payment_receive.field.invoice": "Invoice",
+  "payment_receive.field.entries.payment_amount": "Payment Amount",
  "bill_payment.field.vendor": "Vendor",
  "bill_payment.field.amount": "Amount",
  "bill_payment.field.due_amount": "Due Amount",
--- a/packages/server/src/models/PaymentReceive.Settings.ts
+++ b/packages/server/src/models/PaymentReceive.Settings.ts
@@ -57,9 +57,9 @@ export default {
      fieldDate: 'date',
    },
  },
-  field2: {
+  fields2: {
    customerId: {
-      name: 'payment_receive.field.customer_id',
+      name: 'payment_receive.field.customer',
      fieldType: 'relation',
      relationModel: 'Contact',
      relationImportMatch: ['displayName'],
@@ -79,7 +79,7 @@ export default {
      fieldType: 'text',
    },
    depositAccountId: {
-      name: 'payment_receive.field.deposit_account_id',
+      name: 'payment_receive.field.deposit_account',
      fieldType: 'relation',
      relationModel: 'Account',
      relationImportMatch: ['name', 'code'],
--- a/packages/server/src/services/Sales/Invoices/SaleInvoicesImportable.ts
+++ b/packages/server/src/services/Sales/Invoices/SaleInvoicesImportable.ts
@@ -3,6 +3,7 @@ import { Knex } from 'knex';
 import { ISaleInvoiceCreateDTO } from '@/interfaces';
 import { CreateSaleInvoice } from './CreateSaleInvoice';
 import { Importable } from '@/services/Import/Importable';
+import { SaleInvoicesSampleData } from './constants';

@Service()
 export class SaleInvoicesImportable extends Importable {
@@ -40,6 +41,6 @@ export class SaleInvoicesImportable extends Importable {
   * Retrieves the sample data that used to download accounts sample sheet.
   */
  public sampleData(): any[] {
-    return [];
+    return SaleInvoicesSampleData;
  }
 }
--- a/packages/server/src/services/Sales/Invoices/constants.ts
+++ b/packages/server/src/services/Sales/Invoices/constants.ts
@@ -109,3 +109,52 @@ export const DEFAULT_VIEWS = [
    columns: DEFAULT_VIEW_COLUMNS,
  },
 ];
+
+export const SaleInvoicesSampleData = [
+  {
+    'Invoice No.': 'B-101',
+    'Reference No.': 'REF0',
+    'Invoice Date': '2024-01-01',
+    'Due Date': '2024-03-01',
+    Customer: 'Harley Veum',
+    'Exchange Rate': 1,
+    'Invoice Message': 'Aspernatur doloremque amet quia aut.',
+    'Terms & Conditions': 'Quia illum aut dolores.',
+    Delivered: 'T',
+    Item: 'VonRueden, Ruecker and Hettinger',
+    Quantity: 100,
+    Rate: 100,
+    Description: 'Description',
+  },
+  {
+    'Invoice No.': 'B-102',
+    'Reference No.': 'REF0',
+    'Invoice Date': '2024-01-01',
+    'Due Date': '2024-03-01',
+    Customer: 'Harley Veum',
+    'Exchange Rate': 1,
+    'Invoice Message': 'Est omnis enim vel.',
+    'Terms & Conditions': 'Iusto et sint nobis sit.',
+    Delivered: 'T',
+    Item: 'Thompson - Reichert',
+    Quantity: 200,
+    Rate: 50,
+    Description: 'Description',
+  },
+  {
+    'Invoice No.': 'B-103',
+    'Reference No.': 'REF0',
+    'Invoice Date': '2024-01-01',
+    'Due Date': '2024-03-01',
+    Customer: 'Harley Veum',
+    'Exchange Rate': 1,
+    'Invoice Message':
+      'Repudiandae voluptatibus repellat minima voluptatem rerum veniam.',
+    'Terms & Conditions': 'Id quod inventore ex rerum velit sed.',
+    Delivered: 'T',
+    Item: 'VonRueden, Ruecker and Hettinger',
+    Quantity: 100,
+    Rate: 100,
+    Description: 'Description',
+  },
+];
--- a/packages/server/src/services/Sales/PaymentReceives/PaymentReceivesImportable.ts
+++ b/packages/server/src/services/Sales/PaymentReceives/PaymentReceivesImportable.ts
@@ -3,6 +3,7 @@ import { Knex } from 'knex';
 import { IPaymentReceiveCreateDTO } from '@/interfaces';
 import { Importable } from '@/services/Import/Importable';
 import { CreatePaymentReceive } from './CreatePaymentReceive';
+import { PaymentsReceiveSampleData } from './constants';

@Service()
 export class PaymentReceivesImportable extends Importable {
@@ -40,6 +41,6 @@ export class PaymentReceivesImportable extends Importable {
   * Retrieves the sample data that used to download accounts sample sheet.
   */
  public sampleData(): any[] {
-    return [];
+    return PaymentsReceiveSampleData;
  }
 }
--- a/packages/server/src/services/Sales/PaymentReceives/constants.ts
+++ b/packages/server/src/services/Sales/PaymentReceives/constants.ts
@@ -31,3 +31,17 @@ export const ERRORS = {
 };

 export const DEFAULT_VIEWS = [];
+
+export const PaymentsReceiveSampleData = [
+  {
+    Customer: 'Randall Kohler',
+    'Payment Date': '2024-10-10',
+    'Payment Receive No.': 'PAY-0001',
+    'Reference No.': 'REF-0001',
+    'Deposit Account': 'Petty Cash',
+    'Exchange Rate': '',
+    Statement: 'Totam optio quisquam qui.',
+    Invoice: 'INV-00001',
+    'Payment Amount': 850,
+  },
+];
--- a/packages/webapp/src/containers/Sales/PaymentReceives/PaymentReceivesImport.tsx
+++ b/packages/webapp/src/containers/Sales/PaymentReceives/PaymentReceivesImport.tsx
@@ -7,10 +7,10 @@ export default function PaymentsReceiveImport() {
  const history = useHistory();

  const handleCancelBtnClick = () => {
-    history.push('/');
+    history.push('/payment-receives');
  };
  const handleImportSuccess = () => {
-    history.push('/accounts');
+    history.push('/payment-receives');
  };

  return (
--- a/packages/webapp/src/routes/dashboard.tsx
+++ b/packages/webapp/src/routes/dashboard.tsx
@@ -58,7 +58,6 @@ export const getDashboardRoutes = () => [
    ),
    breadcrumb: intl.get('edit'),
    pageTitle: 'Manual Journals Import',
-    sidebarExpand: false,
    backLink: true,
    defaultSearchResource: RESOURCES_TYPES.MANUAL_JOURNAL,
    subscriptionActive: [SUBSCRIPTION_TYPE.MAIN],
@@ -676,7 +675,6 @@ export const getDashboardRoutes = () => [
    breadcrumb: 'Estimates Import',
    pageTitle: 'Estimates Import',
    backLink: true,
-    sidebarExpand: false,
    defaultSearchResource: RESOURCES_TYPES.ESTIMATE,
    subscriptionActive: [SUBSCRIPTION_TYPE.MAIN],
  },
@@ -744,7 +742,6 @@ export const getDashboardRoutes = () => [
    name: 'invoice-edit',
    breadcrumb: 'Invoices Import',
    pageTitle: 'Invoices Import',
-    sidebarExpand: false,
    backLink: true,
    defaultSearchResource: RESOURCES_TYPES.INVOICE,
    subscriptionActive: [SUBSCRIPTION_TYPE.MAIN],
@@ -787,7 +784,6 @@ export const getDashboardRoutes = () => [
    defaultSearchResource: RESOURCES_TYPES.INVOICE,
    subscriptionActive: [SUBSCRIPTION_TYPE.MAIN],
  },
-
  // Sales Receipts.
  {
    path: `/receipts/import`,
@@ -798,7 +794,6 @@ export const getDashboardRoutes = () => [
    breadcrumb: 'Receipts Import',
    pageTitle: 'Receipts Import',
    backLink: true,
-    sidebarExpand: false,
    defaultSearchResource: RESOURCES_TYPES.RECEIPT,
    subscriptionActive: [SUBSCRIPTION_TYPE.MAIN],
  },
@@ -851,7 +846,6 @@ export const getDashboardRoutes = () => [
    breadcrumb: 'Credit Notes Import',
    pageTitle: 'Credit Notes Import',
    backLink: true,
-    sidebarExpand: false,
    defaultSearchResource: RESOURCES_TYPES.CREDIT_NOTE,
    subscriptionActive: [SUBSCRIPTION_TYPE.MAIN],
  },
@@ -926,7 +920,6 @@ export const getDashboardRoutes = () => [
    breadcrumb: 'Payments Receive Import',
    pageTitle: 'Payments Receive Import',
    backLink: true,
-    sidebarExpand: false,
    defaultSearchResource: RESOURCES_TYPES.PAYMENT_RECEIVE,
    subscriptionActive: [SUBSCRIPTION_TYPE.MAIN],
  },
@@ -983,7 +976,6 @@ export const getDashboardRoutes = () => [
    name: 'bill-edit',
    // breadcrumb: intl.get('edit'),
    pageTitle: 'Bills Import',
-    sidebarExpand: false,
    backLink: true,
    defaultSearchResource: RESOURCES_TYPES.BILL,
    subscriptionActive: [SUBSCRIPTION_TYPE.MAIN],
@@ -1036,7 +1028,6 @@ export const getDashboardRoutes = () => [
    breadcrumb: 'Vendor Credits Import',
    pageTitle: 'Vendor Credits Import',
    backLink: true,
-    sidebarExpand: false,
    defaultSearchResource: RESOURCES_TYPES.VENDOR_CREDIT,
    subscriptionActive: [SUBSCRIPTION_TYPE.MAIN],
  },
@@ -1118,7 +1109,6 @@ export const getDashboardRoutes = () => [
    name: 'payment-made-edit',
    breadcrumb: intl.get('edit'),
    pageTitle: 'Bills Payments Import',
-    sidebarExpand: false,
    backLink: true,
    defaultSearchResource: RESOURCES_TYPES.PAYMENT_MADE,
    subscriptionActive: [SUBSCRIPTION_TYPE.MAIN],
@@ -1192,6 +1182,7 @@ export const getDashboardRoutes = () => [
        ),
    ),
    backLink: true,
+    sidebarExpand: false,
    pageTitle: 'Bank Transactions Import',
    subscriptionActive: [SUBSCRIPTION_TYPE.MAIN],
    defaultSearchResource: RESOURCES_TYPES.ACCOUNT,