feat: pdf template customize

packages/server/src/api/controllers/PdfTemplates/PdfTemplatesController.ts

@@ -32,7 +32,12 @@ export class PdfTemplatesController extends BaseController {
       this.validationResult,
       this.editPdfTemplate.bind(this)
     );
-    router.get('/', this.getPdfTemplates.bind(this));
+    router.get(
+      '/',
+      [query('resource').optional()],
+      this.validationResult,
+      this.getPdfTemplates.bind(this)
+    );
     router.get(
       '/:template_id',
       [param('template_id').exists().isInt().toInt()],
@@ -41,7 +46,11 @@ export class PdfTemplatesController extends BaseController {
     );
     router.post(
       '/',
-      [check('template_name').exists(), check('attributes').exists()],
+      [
+        check('template_name').exists(),
+        check('resource').exists(),
+        check('attributes').exists(),
+      ],
       this.validationResult,
       this.createPdfInvoiceTemplate.bind(this)
     );
@@ -54,12 +63,13 @@ export class PdfTemplatesController extends BaseController {
     next: NextFunction
   ) {
     const { tenantId } = req;
-    const { templateName, attributes } = this.matchedBodyData(req);
+    const { templateName, resource, attributes } = this.matchedBodyData(req);
 
     try {
       const result = await this.pdfTemplateApplication.createPdfTemplate(
         tenantId,
         templateName,
+        resource,
         attributes
       );
       return res.status(201).send(result);
@@ -117,10 +127,12 @@ export class PdfTemplatesController extends BaseController {
 
   async getPdfTemplates(req: Request, res: Response, next: NextFunction) {
     const { tenantId } = req;
+    const query = this.matchedQueryData(req);
 
     try {
       const templates = await this.pdfTemplateApplication.getPdfTemplates(
-        tenantId
+        tenantId,
+        query
       );
       return res.status(200).send(templates);
     } catch (error) {

packages/server/src/services/PdfTemplate/CreatePdfTemplate.ts

@@ -24,10 +24,10 @@ export class CreatePdfTemplate {
   public createPdfTemplate(
     tenantId: number,
     templateName: string,
+    resource: string,
     invoiceTemplateDTO: ICreateInvoicePdfTemplateDTO
   ) {
     const { PdfTemplate } = this.tennacy.models(tenantId);
-    const resource = 'SaleInvoice';
     const attributes = invoiceTemplateDTO;
 
     return this.uow.withTransaction(tenantId, async (trx) => {

packages/server/src/services/PdfTemplate/PdfTemplateApplication.ts

@@ -26,11 +26,13 @@ export class PdfTemplateApplication {
   public async createPdfTemplate(
     tenantId: number,
     templateName: string,
+    resource: string,
     invoiceTemplateDTO: ICreateInvoicePdfTemplateDTO
   ) {
     return this.createPdfTemplateService.createPdfTemplate(
       tenantId,
       templateName,
+      resource,
       invoiceTemplateDTO
     );
   }

packages/webapp/src/components/DrawersContainer.tsx

@@ -28,7 +28,7 @@ import { EstimateCustomizeDrawer } from '@/containers/Sales/Estimates/EstimateCu
 import { ReceiptCustomizeDrawer } from '@/containers/Sales/Receipts/ReceiptCustomize/ReceiptCustomizeDrawer';
 import { CreditNoteCustomizeDrawer } from '@/containers/Sales/CreditNotes/CreditNoteCustomize/CreditNoteCustomizeDrawer';
 import { PaymentReceivedCustomizeDrawer } from '@/containers/Sales/PaymentsReceived/PaymentReceivedCustomize/PaymentReceivedCustomizeDrawer';
-import { BrandingTemplatesDrawer } from '@/containers/Sales/Invoices/BrandingTemplates/BrandingTemplatesDrawer';
+import { BrandingTemplatesDrawer } from '@/containers/BrandingTemplates/BrandingTemplatesDrawer';
 
 import { DRAWERS } from '@/constants/drawers';
 

packages/webapp/src/containers/AlertsContainer/registered.tsx

@@ -29,7 +29,7 @@ import { CashflowAlerts } from '../CashFlow/CashflowAlerts';
 import { BankRulesAlerts } from '../Banking/Rules/RulesList/BankRulesAlerts';
 import { SubscriptionAlerts } from '../Subscriptions/alerts/alerts';
 import { BankAccountAlerts } from '@/containers/CashFlow/AccountTransactions/alerts';
-import { BrandingTemplatesAlerts } from '../Sales/Invoices/BrandingTemplates/alerts/BrandingTemplatesAlerts';
+import { BrandingTemplatesAlerts } from '../BrandingTemplates/alerts/BrandingTemplatesAlerts';
 
 export default [
   ...AccountsAlerts,

packages/webapp/src/containers/BrandingTemplates/BrandingTemplateForm.tsx

@@ -0,0 +1,87 @@
+import * as Yup from 'yup';
+import {
+  ElementCustomize,
+  ElementCustomizeProps,
+} from '../ElementCustomize/ElementCustomize';
+import {
+  transformToEditRequest,
+  transformToNewRequest,
+  useBrandingTemplateFormInitialValues,
+} from './_utils';
+import { AppToaster } from '@/components';
+import { Intent } from '@blueprintjs/core';
+import {
+  useCreatePdfTemplate,
+  useEditPdfTemplate,
+} from '@/hooks/query/pdf-templates';
+import { FormikHelpers } from 'formik';
+import { BrandingTemplateValues } from './types';
+
+interface BrandingTemplateFormProps<T> extends ElementCustomizeProps<T> {
+  resource: string;
+  templateId?: number;
+  onSuccess?: () => void;
+  onError?: () => void;
+  defaultValues?: T;
+}
+
+export function BrandingTemplateForm<T extends BrandingTemplateValues>({
+  templateId,
+  onSuccess,
+  onError,
+  defaultValues,
+  resource,
+  ...props
+}: BrandingTemplateFormProps<T>) {
+  const { mutateAsync: createPdfTemplate } = useCreatePdfTemplate();
+  const { mutateAsync: editPdfTemplate } = useEditPdfTemplate();
+
+  const initialValues = useBrandingTemplateFormInitialValues<T>(defaultValues);
+
+  const handleFormSubmit = (values: T, { setSubmitting }: FormikHelpers<T>) => {
+    const handleSuccess = (message: string) => {
+      AppToaster.show({ intent: Intent.SUCCESS, message });
+      setSubmitting(false);
+      onSuccess && onSuccess();
+    };
+    const handleError = (message: string) => {
+      AppToaster.show({ intent: Intent.DANGER, message });
+      setSubmitting(false);
+      onError && onError();
+    };
+    if (templateId) {
+      const reqValues = transformToEditRequest(values);
+      setSubmitting(true);
+
+      // Edit existing template
+      editPdfTemplate({ templateId, values: reqValues })
+        .then(() => handleSuccess('PDF template updated successfully!'))
+        .catch(() =>
+          handleError('An error occurred while updating the PDF template.'),
+        );
+    } else {
+      const reqValues = transformToNewRequest(values, resource);
+      setSubmitting(true);
+
+      // Create new template
+      createPdfTemplate(reqValues)
+        .then(() => handleSuccess('PDF template created successfully!'))
+        .catch(() =>
+          handleError('An error occurred while creating the PDF template.'),
+        );
+    }
+  };
+
+  return (
+    <ElementCustomize<T>
+      initialValues={initialValues}
+      validationSchema={validationSchema}
+      onSubmit={handleFormSubmit}
+      {...props}
+    />
+  );
+}
+
+export const validationSchema = Yup.object().shape({
+  templateName: Yup.string().required('Template Name is required'),
+});

packages/webapp/src/containers/BrandingTemplates/BrandingTemplatesBoot.tsx

@@ -1,5 +1,6 @@
 import React, { createContext } from 'react';
 import { useGetPdfTemplates } from '@/hooks/query/pdf-templates';
+import { useDrawerContext } from '@/components/Drawer/DrawerProvider';
 
 interface BrandingTemplatesBootValues {
   pdfTemplates: any;
@@ -15,8 +16,11 @@ interface BrandingTemplatesBootProps {
 }
 
 function BrandingTemplatesBoot({ ...props }: BrandingTemplatesBootProps) {
+  const { payload } = useDrawerContext();
+  const resource = payload?.resource || null;
+
   const { data: pdfTemplates, isLoading: isPdfTemplatesLoading } =
-    useGetPdfTemplates();
+    useGetPdfTemplates({ resource });
 
   const provider = {
     pdfTemplates,

packages/webapp/src/containers/BrandingTemplates/BrandingTemplatesDrawer.tsx

@@ -16,12 +16,13 @@ function BrandingTemplatesDrawerRoot({
   name,
   // #withDrawer
   isOpen,
-  payload: {},
+  payload,
 }) {
   return (
     <Drawer
       isOpen={isOpen}
       name={name}
+      payload={payload}
       size={'600px'}
       style={{ borderLeftColor: '#cbcbcb' }}
     >

packages/webapp/src/containers/BrandingTemplates/_utils.ts

@@ -0,0 +1,52 @@
+import { omit } from 'lodash';
+import {
+  CreatePdfTemplateValues,
+  EditPdfTemplateValues,
+} from '@/hooks/query/pdf-templates';
+import { useBrandingTemplateBoot } from './BrandingTemplateBoot';
+import { transformToForm } from '@/utils';
+import { BrandingTemplateValues } from './types';
+import { useFormikContext } from 'formik';
+
+export const transformToEditRequest = <T extends BrandingTemplateValues>(
+  values: T,
+): EditPdfTemplateValues => {
+  return {
+    templateName: values.templateName,
+    attributes: omit(values, ['templateName']),
+  };
+};
+
+export const transformToNewRequest = <T extends BrandingTemplateValues>(
+  values: T,
+  resource: string
+): CreatePdfTemplateValues => {
+  return {
+    resource,
+    templateName: values.templateName,
+    attributes: omit(values, ['templateName']),
+  };
+};
+
+export const useIsTemplateNamedFilled = () => {
+  const { values } = useFormikContext<BrandingTemplateValues>();
+
+  return values.templateName && values.templateName?.length >= 4;
+};
+
+export const useBrandingTemplateFormInitialValues = <
+  T extends BrandingTemplateValues,
+>(
+  initialValues = {},
+) => {
+  const { pdfTemplate } = useBrandingTemplateBoot();
+
+  const defaultPdfTemplate = {
+    templateName: pdfTemplate?.templateName,
+    ...pdfTemplate?.attributes,
+  };
+  return {
+    ...initialValues,
+    ...(transformToForm(defaultPdfTemplate, initialValues) as T),
+  };
+};

packages/webapp/src/containers/BrandingTemplates/types.ts

@@ -0,0 +1,5 @@
+
+
+export interface BrandingTemplateValues {
+  templateName: string;
+}

packages/webapp/src/containers/Sales/CreditNotes/CreditNoteCustomize/CreditNoteCustomizeContent.tsx

@@ -1,39 +1,35 @@
-import { Box } from '@/components';
+import { useFormikContext } from 'formik';
-import { Classes } from '@blueprintjs/core';
 import { ElementCustomize } from '../../../ElementCustomize/ElementCustomize';
 import { CreditNoteCustomizeGeneralField } from './CreditNoteCustomizeGeneralFields';
 import { CreditNoteCustomizeContentFields } from './CreditNoteCutomizeContentFields';
 import { CreditNotePaperTemplate } from './CreditNotePaperTemplate';
 import { CreditNoteCustomizeValues } from './types';
 import { initialValues } from './constants';
-import { useFormikContext } from 'formik';
 
-export default function CreditNoteCustomizeContent() {
+export function CreditNoteCustomizeContent() {
   const handleFormSubmit = (values: CreditNoteCustomizeValues) => {};
 
   return (
-    <Box className={Classes.DRAWER_BODY}>
+    <ElementCustomize<CreditNoteCustomizeValues>
-      <ElementCustomize<CreditNoteCustomizeValues>
+      initialValues={initialValues}
-        initialValues={initialValues}
+      onSubmit={handleFormSubmit}
-        onSubmit={handleFormSubmit}
+    >
-      >
+      <ElementCustomize.PaperTemplate>
-        <ElementCustomize.PaperTemplate>
+        <CreditNotePaperTemplateFormConnected />
-          <CreditNotePaperTemplateFormConnected />
+      </ElementCustomize.PaperTemplate>
-        </ElementCustomize.PaperTemplate>
 
-        <ElementCustomize.FieldsTab id={'general'} label={'General'}>
+      <ElementCustomize.FieldsTab id={'general'} label={'General'}>
-          <CreditNoteCustomizeGeneralField />
+        <CreditNoteCustomizeGeneralField />
-        </ElementCustomize.FieldsTab>
+      </ElementCustomize.FieldsTab>
 
-        <ElementCustomize.FieldsTab id={'content'} label={'Content'}>
+      <ElementCustomize.FieldsTab id={'content'} label={'Content'}>
-          <CreditNoteCustomizeContentFields />
+        <CreditNoteCustomizeContentFields />
-        </ElementCustomize.FieldsTab>
+      </ElementCustomize.FieldsTab>
 
-        <ElementCustomize.FieldsTab id={'totals'} label={'Totals'}>
+      <ElementCustomize.FieldsTab id={'totals'} label={'Totals'}>
-          asdfasdfdsaf #3
+        asdfasdfdsaf #3
-        </ElementCustomize.FieldsTab>
+      </ElementCustomize.FieldsTab>
-      </ElementCustomize>
+    </ElementCustomize>
-    </Box>
   );
 }
 

packages/webapp/src/containers/Sales/CreditNotes/CreditNoteCustomize/CreditNoteCustomizeDrawerBody.tsx

@@ -0,0 +1,18 @@
+import { Box } from '@/components';
+import { CreditNoteCustomizeContent } from './CreditNoteCustomizeContent';
+import { Classes } from '@blueprintjs/core';
+import { BrandingTemplateBoot } from '@/containers/BrandingTemplates/BrandingTemplateBoot';
+import { useDrawerContext } from '@/components/Drawer/DrawerProvider';
+
+export default function CreditNoteCustomizeDrawerBody() {
+  const { payload } = useDrawerContext();
+  const templateId = payload.templateId;
+
+  return (
+    <Box className={Classes.DRAWER_BODY}>
+      <BrandingTemplateBoot templateId={templateId}>
+        <CreditNoteCustomizeContent />
+      </BrandingTemplateBoot>
+    </Box>
+  );
+}

packages/webapp/src/containers/Sales/CreditNotes/CreditNotesLanding/CreditNotesActionsBar.tsx

@@ -101,7 +101,7 @@ function CreditNotesActionsBar({
   };
   // Handle the customize button click.
   const handleCustomizeBtnClick = () => {
-    openDrawer(DRAWERS.CREDIT_NOTE_CUSTOMIZE);
+    openDrawer(DRAWERS.BRANDING_TEMPLATES, { resource: 'CreditNote' });
   }
 
   return (
@@ -174,7 +174,7 @@ function CreditNotesActionsBar({
             <Menu>
               <MenuItem
                 onClick={handleCustomizeBtnClick}
-                text={'Customize Invoice'}
+                text={'Customize Templates'}
               />
             </Menu>
           }

packages/webapp/src/containers/Sales/Estimates/EstimateCustomize/EstimateCustomizeContent.tsx

@@ -1,40 +1,49 @@
-import React from 'react';
-import { Box } from '@/components';
 import { Classes } from '@blueprintjs/core';
+import { useFormikContext } from 'formik';
+import { Box } from '@/components';
 import { ElementCustomize } from '../../../ElementCustomize/ElementCustomize';
 import { EstimateCustomizeGeneralField } from './EstimateCustomizeFieldsGeneral';
 import { EstimateCustomizeContentFields } from './EstimateCustomizeFieldsContent';
 import { EstimatePaperTemplate } from './EstimatePaperTemplate';
 import { EstimateCustomizeValues } from './types';
 import { initialValues } from './constants';
-import { useFormikContext } from 'formik';
+import { useDrawerContext } from '@/components/Drawer/DrawerProvider';
+import { useDrawerActions } from '@/hooks/state';
+import { BrandingTemplateForm } from '@/containers/BrandingTemplates/BrandingTemplateForm';
 
-export default function EstimateCustomizeContent() {
+export function EstimateCustomizeContent() {
-  const handleFormSubmit = (values: EstimateCustomizeValues) => {};
+  const { payload, name } = useDrawerContext();
+  const { closeDrawer } = useDrawerActions();
+
+  const templateId = payload?.templateId || null;
+
+  const handleSuccess = () => {
+    closeDrawer(name);
+  };
 
   return (
-    <Box className={Classes.DRAWER_BODY}>
+    <BrandingTemplateForm<EstimateCustomizeValues>
-      <ElementCustomize<EstimateCustomizeValues>
+      templateId={templateId}
-        initialValues={initialValues}
+      defaultValues={initialValues}
-        onSubmit={handleFormSubmit}
+      onSuccess={handleSuccess}
-      >
+      resource={'SaleEstimate'}
-        <ElementCustomize.PaperTemplate>
+    >
-          <EstimatePaperTemplateFormConnected />
+      <ElementCustomize.PaperTemplate>
-        </ElementCustomize.PaperTemplate>
+        <EstimatePaperTemplateFormConnected />
+      </ElementCustomize.PaperTemplate>
 
-        <ElementCustomize.FieldsTab id={'general'} label={'General'}>
+      <ElementCustomize.FieldsTab id={'general'} label={'General'}>
-          <EstimateCustomizeGeneralField />
+        <EstimateCustomizeGeneralField />
-        </ElementCustomize.FieldsTab>
+      </ElementCustomize.FieldsTab>
 
-        <ElementCustomize.FieldsTab id={'content'} label={'Content'}>
+      <ElementCustomize.FieldsTab id={'content'} label={'Content'}>
-          <EstimateCustomizeContentFields />
+        <EstimateCustomizeContentFields />
-        </ElementCustomize.FieldsTab>
+      </ElementCustomize.FieldsTab>
 
-        <ElementCustomize.FieldsTab id={'totals'} label={'Totals'}>
+      <ElementCustomize.FieldsTab id={'totals'} label={'Totals'}>
-          asdfasdfdsaf #3
+        asdfasdfdsaf #3
-        </ElementCustomize.FieldsTab>
+      </ElementCustomize.FieldsTab>
-      </ElementCustomize>
+    </BrandingTemplateForm>
-    </Box>
   );
 }
 

packages/webapp/src/containers/Sales/Estimates/EstimateCustomize/EstimateCustomizeDrawer.tsx

@@ -4,8 +4,8 @@ import * as R from 'ramda';
 import { Drawer, DrawerSuspense } from '@/components';
 import withDrawers from '@/containers/Drawer/withDrawers';
 
-const EstimateCustomizeContent = React.lazy(
+const EstimateCustomizeDrawerBody = React.lazy(
-  () => import('./EstimateCustomizeContent'),
+  () => import('./EstimateCustomizeDrawerBody'),
 );
 
 /**
@@ -22,7 +22,7 @@ function EstimateCustomizeDrawerRoot({
   return (
     <Drawer isOpen={isOpen} name={name} size={'100%'}>
       <DrawerSuspense>
-        <EstimateCustomizeContent />
+        <EstimateCustomizeDrawerBody />
       </DrawerSuspense>
     </Drawer>
   );

packages/webapp/src/containers/Sales/Estimates/EstimateCustomize/EstimateCustomizeDrawerBody.tsx

@@ -0,0 +1,18 @@
+import { Box } from '@/components';
+import { useDrawerContext } from '@/components/Drawer/DrawerProvider';
+import { BrandingTemplateBoot } from '@/containers/BrandingTemplates/BrandingTemplateBoot';
+import { Classes } from '@blueprintjs/core';
+import { EstimateCustomizeContent } from './EstimateCustomizeContent';
+
+export default function EstimateCustomizeDrawerBody() {
+  const { payload } = useDrawerContext();
+  const templateId = payload?.templateId || null;
+
+  return (
+    <Box className={Classes.DRAWER_BODY}>
+      <BrandingTemplateBoot templateId={templateId}>
+        <EstimateCustomizeContent />
+      </BrandingTemplateBoot>
+    </Box>
+  );
+}

packages/webapp/src/containers/Sales/Estimates/EstimateCustomize/EstimateCustomizeFieldsGeneral.tsx

@@ -1,6 +1,13 @@
 // @ts-nocheck
 import { Classes, Text } from '@blueprintjs/core';
-import { FFormGroup, FSwitch, Group, Stack } from '@/components';
+import {
+  FFormGroup,
+  FInputGroup,
+  FSwitch,
+  FieldRequiredHint,
+  Group,
+  Stack,
+} from '@/components';
 import { FColorInput } from '@/components/Forms/FColorInput';
 // import styles from './InvoiceCustomizeFields.module.scss';
 
@@ -10,11 +17,21 @@ export function EstimateCustomizeGeneralField() {
       <Stack spacing={0}>
         <h2 style={{ fontSize: 16, marginBottom: 10 }}>General Branding</h2>
         <p className={Classes.TEXT_MUTED}>
-          Set your invoice details to be automatically applied every time
you
+          Set your invoice details to be automatically applied every timeyou
           create a new invoice.
         </p>
       </Stack>
 
+      <FFormGroup
+        name={'templateName'}
+        label={'Template Name'}
+        labelInfo={<FieldRequiredHint />}
+        fastField
+        style={{ marginBottom: 10 }}
+      >
+        <FInputGroup name={'templateName'} fastField />
+      </FFormGroup>
+
       <Stack spacing={0}>
         <FFormGroup
           name={'primaryColor'}

packages/webapp/src/containers/Sales/Estimates/EstimateCustomize/constants.ts

@@ -1,4 +1,6 @@
 export const initialValues = {
+  templateName: '',
+  
   // Colors
   primaryColor: '#2c3dd8',
   secondaryColor: '#2c3dd8',

packages/webapp/src/containers/Sales/Estimates/EstimateCustomize/types.ts

@@ -1,4 +1,6 @@
-export interface EstimateCustomizeValues {
+import { BrandingTemplateValues } from "@/containers/BrandingTemplates/types";
+
+export interface EstimateCustomizeValues extends BrandingTemplateValues {
   // Colors
   primaryColor?: string;
   secondaryColor?: string;

packages/webapp/src/containers/Sales/Estimates/EstimatesLanding/EstimatesActionsBar.tsx

@@ -108,7 +108,7 @@ function EstimateActionsBar({
   };
   // Handle customize button clicl.
   const handleCustomizeBtnClick = () => {
-    openDrawer(DRAWERS.ESTIMATE_CUSTOMIZE);
+    openDrawer(DRAWERS.BRANDING_TEMPLATES, { resource: 'SaleEstimate' });
   };
 
   return (
@@ -192,7 +192,7 @@ function EstimateActionsBar({
             <Menu>
               <MenuItem
                 onClick={handleCustomizeBtnClick}
-                text={'Customize Estimate'}
+                text={'Customize Templates'}
               />
             </Menu>
           }

packages/webapp/src/containers/Sales/Invoices/InvoiceCustomize/InvoiceCustomize.tsx

@@ -1,8 +1,8 @@
 // @ts-nocheck
 import { Classes } from '@blueprintjs/core';
 import { useDrawerContext } from '@/components/Drawer/DrawerProvider';
-import { BrandingTemplateBoot } from '../BrandingTemplates/BrandingTemplateBoot';
 import { InvoiceCustomizeContent } from './InvoiceCustomizeContent';
+import { BrandingTemplateBoot } from '@/containers/BrandingTemplates/BrandingTemplateBoot';
 import { Box } from '@/components';
 
 export default function InvoiceCustomize() {

packages/webapp/src/containers/Sales/Invoices/InvoiceCustomize/InvoiceCustomizeContent.tsx

@@ -1,8 +1,6 @@
 import React from 'react';
 import * as R from 'ramda';
-import { AppToaster } from '@/components';
+import { useFormikContext } from 'formik';
-import { Intent } from '@blueprintjs/core';
-import { FormikHelpers, useFormikContext } from 'formik';
 import {
   InvoicePaperTemplate,
   InvoicePaperTemplateProps,
@@ -11,70 +9,29 @@ import { ElementCustomize } from '../../../ElementCustomize/ElementCustomize';
 import { InvoiceCustomizeGeneralField } from './InvoiceCustomizeGeneralFields';
 import { InvoiceCustomizeContentFields } from './InvoiceCutomizeContentFields';
 import { InvoiceCustomizeValues } from './types';
-import {
-  useCreatePdfTemplate,
-  useEditPdfTemplate,
-} from '@/hooks/query/pdf-templates';
-import {
-  transformToEditRequest,
-  transformToNewRequest,
-  useInvoiceCustomizeInitialValues,
-} from './utils';
 import { InvoiceCustomizeSchema } from './InvoiceCustomizeForm.schema';
 import { useDrawerContext } from '@/components/Drawer/DrawerProvider';
 import { useDrawerActions } from '@/hooks/state';
+import { BrandingTemplateForm } from '@/containers/BrandingTemplates/BrandingTemplateForm';
+import { initialValues } from './constants';
 
 export function InvoiceCustomizeContent() {
-  const { mutateAsync: createPdfTemplate } = useCreatePdfTemplate();
-  const { mutateAsync: editPdfTemplate } = useEditPdfTemplate();
-
   const { payload, name } = useDrawerContext();
   const { closeDrawer } = useDrawerActions();
 
   const templateId = payload?.templateId || null;
 
-  const handleFormSubmit = (
+  const handleSuccess = () => {
-    values: InvoiceCustomizeValues,
+    closeDrawer(name);
-    { setSubmitting }: FormikHelpers<InvoiceCustomizeValues>,
-  ) => {
-    const handleSuccess = (message: string) => {
-      AppToaster.show({ intent: Intent.SUCCESS, message });
-      setSubmitting(false);
-      closeDrawer(name);
-    };
-    const handleError = (message: string) => {
-      AppToaster.show({ intent: Intent.DANGER, message });
-      setSubmitting(false);
-    };
-    if (templateId) {
-      const reqValues = transformToEditRequest(values);
-      setSubmitting(true);
-
-      // Edit existing template
-      editPdfTemplate({ templateId, values: reqValues })
-        .then(() => handleSuccess('PDF template updated successfully!'))
-        .catch(() =>
-          handleError('An error occurred while updating the PDF template.'),
-        );
-    } else {
-      const reqValues = transformToNewRequest(values);
-      setSubmitting(true);
-
-      // Create new template
-      createPdfTemplate(reqValues)
-        .then(() => handleSuccess('PDF template created successfully!'))
-        .catch(() =>
-          handleError('An error occurred while creating the PDF template.'),
-        );
-    }
   };
-  const initialValues = useInvoiceCustomizeInitialValues();
 
   return (
-    <ElementCustomize<InvoiceCustomizeValues>
+    <BrandingTemplateForm<InvoiceCustomizeValues>
-      initialValues={initialValues}
+      templateId={templateId}
+      defaultValues={initialValues}
       validationSchema={InvoiceCustomizeSchema}
-      onSubmit={handleFormSubmit}
+      onSuccess={handleSuccess}
+      resource={'SaleInvoice'}
     >
       <ElementCustomize.PaperTemplate>
         <InvoicePaperTemplateFormConnected />
@@ -91,7 +48,7 @@ export function InvoiceCustomizeContent() {
       <ElementCustomize.FieldsTab id={'totals'} label={'Totals'}>
         asdfasdfdsaf #3
       </ElementCustomize.FieldsTab>
-    </ElementCustomize>
+    </BrandingTemplateForm>
   );
 }
 

packages/webapp/src/containers/Sales/Invoices/InvoiceCustomize/types.ts

@@ -1,6 +1,6 @@
-export interface InvoiceCustomizeValues {
+import { BrandingTemplateValues } from "@/containers/BrandingTemplates/types";
-  templateName: string;
 
+export interface InvoiceCustomizeValues extends BrandingTemplateValues {
   // Colors
   primaryColor?: string;
   secondaryColor?: string;

packages/webapp/src/containers/Sales/Invoices/InvoiceCustomize/utils.ts

@@ -5,9 +5,9 @@ import {
   CreatePdfTemplateValues,
   EditPdfTemplateValues,
 } from '@/hooks/query/pdf-templates';
-import { useBrandingTemplateBoot } from '../BrandingTemplates/BrandingTemplateBoot';
 import { transformToForm } from '@/utils';
 import { initialValues } from './constants';
+import { useBrandingTemplateBoot } from '@/containers/BrandingTemplates/BrandingTemplateBoot';
 
 export const transformToEditRequest = (
   values: InvoiceCustomizeValues,

packages/webapp/src/containers/Sales/Invoices/InvoicesLanding/InvoicesActionsBar.tsx

@@ -109,7 +109,7 @@ function InvoiceActionsBar({
 
   // Handles the invoice customize button click.
   const handleCustomizeBtnClick = () => {
-    openDrawer(DRAWERS.BRANDING_TEMPLATES);
+    openDrawer(DRAWERS.BRANDING_TEMPLATES, { resource: 'SaleInvoice' });
   };
 
   return (
@@ -190,7 +190,7 @@ function InvoiceActionsBar({
             <Menu>
               <MenuItem
                 onClick={handleCustomizeBtnClick}
-                text={'Invoice Templates'}
+                text={'Customize Templates'}
               />
             </Menu>
           }

packages/webapp/src/containers/Sales/PaymentsReceived/PaymentReceivedCustomize/PaymentReceivedCustomize.tsx

@@ -0,0 +1,18 @@
+import { Box } from '@/components';
+import { Classes } from '@blueprintjs/core';
+import { useDrawerContext } from '@/components/Drawer/DrawerProvider';
+import { PaymentReceivedCustomizeContent } from './PaymentReceivedCustomizeContent';
+import { BrandingTemplateBoot } from '@/containers/BrandingTemplates/BrandingTemplateBoot';
+
+export default function PaymentReceivedCustomize() {
+  const { payload } = useDrawerContext();
+  const templateId = payload.templateId;
+
+  return (
+    <Box className={Classes.DRAWER_BODY}>
+      <BrandingTemplateBoot templateId={templateId}>
+        <PaymentReceivedCustomizeContent />
+      </BrandingTemplateBoot>
+    </Box>
+  );
+}

packages/webapp/src/containers/Sales/PaymentsReceived/PaymentReceivedCustomize/PaymentReceivedCustomizeContent.tsx

@@ -1,40 +1,47 @@
-import React from 'react';
 import { useFormikContext } from 'formik';
-import { Classes } from '@blueprintjs/core';
-import { Box } from '@/components';
 import { ElementCustomize } from '../../../ElementCustomize/ElementCustomize';
 import { PaymentReceivedCustomizeGeneralField } from './PaymentReceivedCustomizeFieldsGeneral';
 import { PaymentReceivedCustomizeContentFields } from './PaymentReceivedCustomizeFieldsContent';
 import { PaymentReceivedCustomizeValues } from './types';
 import { PaymentReceivedPaperTemplate } from './PaymentReceivedPaperTemplate';
 import { initialValues } from './constants';
+import { useDrawerContext } from '@/components/Drawer/DrawerProvider';
+import { useDrawerActions } from '@/hooks/state';
+import { BrandingTemplateForm } from '@/containers/BrandingTemplates/BrandingTemplateForm';
 
-export default function PaymentReceivedCustomizeContent() {
+export function PaymentReceivedCustomizeContent() {
-  const handleFormSubmit = (values: PaymentReceivedCustomizeValues) => {};
+  const { payload, name } = useDrawerContext();
+  const { closeDrawer } = useDrawerActions();
+
+  const templateId = payload?.templateId || null;
+
+  const handleSuccess = () => {
+    closeDrawer(name);
+  };
 
   return (
-    <Box className={Classes.DRAWER_BODY}>
+    <BrandingTemplateForm<PaymentReceivedCustomizeValues>
-      <ElementCustomize<PaymentReceivedCustomizeValues>
+      templateId={templateId}
-        initialValues={initialValues}
+      defaultValues={initialValues}
-        onSubmit={handleFormSubmit}
+      onSuccess={handleSuccess}
-      >
+      resource={'PaymentReceive'}
-        <ElementCustomize.PaperTemplate>
+    >
-          <PaymentReceivedPaperTemplateFormConnected />
+      <ElementCustomize.PaperTemplate>
-        </ElementCustomize.PaperTemplate>
+        <PaymentReceivedPaperTemplateFormConnected />
+      </ElementCustomize.PaperTemplate>
 
-        <ElementCustomize.FieldsTab id={'general'} label={'General'}>
+      <ElementCustomize.FieldsTab id={'general'} label={'General'}>
-          <PaymentReceivedCustomizeGeneralField />
+        <PaymentReceivedCustomizeGeneralField />
-        </ElementCustomize.FieldsTab>
+      </ElementCustomize.FieldsTab>
 
-        <ElementCustomize.FieldsTab id={'content'} label={'Content'}>
+      <ElementCustomize.FieldsTab id={'content'} label={'Content'}>
-          <PaymentReceivedCustomizeContentFields />
+        <PaymentReceivedCustomizeContentFields />
-        </ElementCustomize.FieldsTab>
+      </ElementCustomize.FieldsTab>
 
-        <ElementCustomize.FieldsTab id={'totals'} label={'Totals'}>
+      <ElementCustomize.FieldsTab id={'totals'} label={'Totals'}>
-          asdfasdfdsaf #3
+        asdfasdfdsaf #3
-        </ElementCustomize.FieldsTab>
+      </ElementCustomize.FieldsTab>
-      </ElementCustomize>
+    </BrandingTemplateForm>
-    </Box>
   );
 }
 

packages/webapp/src/containers/Sales/PaymentsReceived/PaymentReceivedCustomize/PaymentReceivedCustomizeDrawer.tsx

@@ -4,8 +4,8 @@ import * as R from 'ramda';
 import { Drawer, DrawerSuspense } from '@/components';
 import withDrawers from '@/containers/Drawer/withDrawers';
 
-const PaymentReceivedCustomizeContent = React.lazy(
+const PaymentReceivedCustomize = React.lazy(
-  () => import('./PaymentReceivedCustomizeContent'),
+  () => import('./PaymentReceivedCustomize'),
 );
 
 /**
@@ -16,12 +16,12 @@ function PaymentReceivedCustomizeDrawerRoot({
   name,
   // #withDrawer
   isOpen,
-  payload: {},
+  payload
 }) {
   return (
-    <Drawer isOpen={isOpen} name={name} size={'100%'}>
+    <Drawer isOpen={isOpen} name={name} size={'100%'} payload={payload}>
       <DrawerSuspense>
-        <PaymentReceivedCustomizeContent />
+        <PaymentReceivedCustomize />
       </DrawerSuspense>
     </Drawer>
   );

packages/webapp/src/containers/Sales/PaymentsReceived/PaymentReceivedCustomize/constants.ts

@@ -1,4 +1,6 @@
 export const initialValues = {
+  templateName: '',
+  
   // Colors
   primaryColor: '#2c3dd8',
   secondaryColor: '#2c3dd8',

packages/webapp/src/containers/Sales/PaymentsReceived/PaymentReceivedCustomize/types.ts

@@ -1,4 +1,6 @@
-export interface PaymentReceivedCustomizeValues {
+import { BrandingTemplateValues } from '@/containers/BrandingTemplates/types';
+
+export interface PaymentReceivedCustomizeValues extends BrandingTemplateValues {
   // Colors
   primaryColor?: string;
   secondaryColor?: string;

packages/webapp/src/containers/Sales/PaymentsReceived/PaymentsLanding/PaymentsReceivedActionsBar.tsx

@@ -113,7 +113,7 @@ function PaymentsReceivedActionsBar({
   };
   // Handle the customize button click.
   const handleCustomizeBtnClick = () => {
-    openDrawer(DRAWERS.PAYMENT_RECEIVED_CUSTOMIZE);
+    openDrawer(DRAWERS.BRANDING_TEMPLATES, { resource: 'PaymentReceive' });
   };
 
   return (
@@ -195,7 +195,7 @@ function PaymentsReceivedActionsBar({
             <Menu>
               <MenuItem
                 onClick={handleCustomizeBtnClick}
-                text={'Customize Invoice'}
+                text={'Customize Templates'}
               />
             </Menu>
           }

packages/webapp/src/containers/Sales/Receipts/ReceiptCustomize/ReceiptCustomizeContent.tsx

@@ -1,5 +1,3 @@
-import { Box } from '@/components';
-import { Classes } from '@blueprintjs/core';
 import { ElementCustomize } from '../../../ElementCustomize/ElementCustomize';
 import { ReceiptCustomizeGeneralField } from './ReceiptCustomizeFieldsGeneral';
 import { ReceiptCustomizeFieldsContent } from './ReceiptCustomizeFieldsContent';
@@ -7,33 +5,43 @@ import { ReceiptPaperTemplate } from './ReceiptPaperTemplate';
 import { ReceiptCustomizeValues } from './types';
 import { initialValues } from './constants';
 import { useFormikContext } from 'formik';
+import { BrandingTemplateForm } from '@/containers/BrandingTemplates/BrandingTemplateForm';
+import { useDrawerActions } from '@/hooks/state';
+import { useDrawerContext } from '@/components/Drawer/DrawerProvider';
 
-export default function ReceiptCustomizeContent() {
+export function ReceiptCustomizeContent() {
-  const handleFormSubmit = (values: ReceiptCustomizeValues) => {};
+  const { payload, name } = useDrawerContext();
+  const { closeDrawer } = useDrawerActions();
+
+  const templateId = payload?.templateId || null;
+
+  const handleFormSuccess = () => {
+    closeDrawer(name);
+  };
 
   return (
-    <Box className={Classes.DRAWER_BODY}>
+    <BrandingTemplateForm<ReceiptCustomizeValues>
-      <ElementCustomize<ReceiptCustomizeValues>
+      templateId={templateId}
-        initialValues={initialValues}
+      initialValues={initialValues}
-        onSubmit={handleFormSubmit}
+      onSuccess={handleFormSuccess}
-      >
+      resource={'SaleReceipt'}
-        <ElementCustomize.PaperTemplate>
+    >
-          <ReceiptPaperTemplateFormConnected />
+      <ElementCustomize.PaperTemplate>
-        </ElementCustomize.PaperTemplate>
+        <ReceiptPaperTemplateFormConnected />
+      </ElementCustomize.PaperTemplate>
 
-        <ElementCustomize.FieldsTab id={'general'} label={'General'}>
+      <ElementCustomize.FieldsTab id={'general'} label={'General'}>
-          <ReceiptCustomizeGeneralField />
+        <ReceiptCustomizeGeneralField />
-        </ElementCustomize.FieldsTab>
+      </ElementCustomize.FieldsTab>
 
-        <ElementCustomize.FieldsTab id={'content'} label={'Content'}>
+      <ElementCustomize.FieldsTab id={'content'} label={'Content'}>
-          <ReceiptCustomizeFieldsContent />
+        <ReceiptCustomizeFieldsContent />
-        </ElementCustomize.FieldsTab>
+      </ElementCustomize.FieldsTab>
 
-        <ElementCustomize.FieldsTab id={'totals'} label={'Totals'}>
+      <ElementCustomize.FieldsTab id={'totals'} label={'Totals'}>
-          asdfasdfdsaf #3
+        asdfasdfdsaf #3
-        </ElementCustomize.FieldsTab>
+      </ElementCustomize.FieldsTab>
-      </ElementCustomize>
+    </BrandingTemplateForm>
-    </Box>
   );
 }
 

packages/webapp/src/containers/Sales/Receipts/ReceiptCustomize/ReceiptCustomizeDrawer.tsx

@@ -4,8 +4,8 @@ import * as R from 'ramda';
 import { Drawer, DrawerSuspense } from '@/components';
 import withDrawers from '@/containers/Drawer/withDrawers';
 
-const ReceiptCustomizeContent = React.lazy(
+const ReceiptCustomizeDrawerBody = React.lazy(
-  () => import('./ReceiptCustomizeContent'),
+  () => import('./ReceiptCustomizeDrawerBody'),
 );
 
 /**
@@ -16,12 +16,12 @@ function ReceiptCustomizeDrawerRoot({
   name,
   // #withDrawer
   isOpen,
-  payload: {},
+  payload,
 }) {
   return (
-    <Drawer isOpen={isOpen} name={name} size={'100%'}>
+    <Drawer isOpen={isOpen} name={name} size={'100%'} payload={payload}>
       <DrawerSuspense>
-        <ReceiptCustomizeContent />
+        <ReceiptCustomizeDrawerBody />
       </DrawerSuspense>
     </Drawer>
   );

packages/webapp/src/containers/Sales/Receipts/ReceiptCustomize/ReceiptCustomizeDrawerBody.tsx

@@ -0,0 +1,18 @@
+import { Box } from '@/components';
+import { Classes } from '@blueprintjs/core';
+import { ReceiptCustomizeContent } from './ReceiptCustomizeContent';
+import { BrandingTemplateBoot } from '@/containers/BrandingTemplates/BrandingTemplateBoot';
+import { useDrawerContext } from '@/components/Drawer/DrawerProvider';
+
+export default function ReceiptCustomizeDrawerBody() {
+  const { payload } = useDrawerContext();
+  const templateId = payload.templateId;
+
+  return (
+    <Box className={Classes.DRAWER_BODY}>
+      <BrandingTemplateBoot templateId={templateId}>
+        <ReceiptCustomizeContent />
+      </BrandingTemplateBoot>
+    </Box>
+  );
+}

packages/webapp/src/containers/Sales/Receipts/ReceiptCustomize/constants.ts

@@ -1,4 +1,6 @@
 export const initialValues = {
+  templateName: '',
+
   // Colors
   primaryColor: '#2c3dd8',
   secondaryColor: '#2c3dd8',

packages/webapp/src/containers/Sales/Receipts/ReceiptCustomize/types.ts

@@ -1,4 +1,6 @@
-export interface ReceiptCustomizeValues {
+import { BrandingTemplateValues } from "@/containers/BrandingTemplates/types";
+
+export interface ReceiptCustomizeValues extends BrandingTemplateValues {
   // Colors
   primaryColor?: string;
   secondaryColor?: string;

packages/webapp/src/containers/Sales/Receipts/ReceiptsLanding/ReceiptActionsBar.tsx

@@ -115,7 +115,7 @@ function ReceiptActionsBar({
   };
   // Handle customize button click.
   const handleCustomizeBtnClick = () => {
-    openDrawer(DRAWERS.RECEIPT_CUSTOMIZE);
+    openDrawer(DRAWERS.BRANDING_TEMPLATES, { resource: 'SaleReceipt' });
   };
 
   return (
@@ -198,7 +198,7 @@ function ReceiptActionsBar({
             <Menu>
               <MenuItem
                 onClick={handleCustomizeBtnClick}
-                text={'Customize Receipt'}
+                text={'Customize Template'}
               />
             </Menu>
           }

packages/webapp/src/hooks/query/pdf-templates.ts

@@ -153,12 +153,16 @@ export const useGetPdfTemplate = (
 
 // Hook for getting multiple PDF templates
 export const useGetPdfTemplates = (
+  query?: { resource: string },
   options?: UseQueryOptions<GetPdfTemplatesResponse, Error>,
 ): UseQueryResult<GetPdfTemplatesResponse, Error> => {
   const apiRequest = useApiRequest();
   return useQuery<GetPdfTemplatesResponse, Error>(
-    PdfTemplatesQueryKey,
+    [PdfTemplatesQueryKey, query],
-    () => apiRequest.get('/pdf-templates').then((res) => res.data),
+    () =>
+      apiRequest
+        .get('/pdf-templates', { params: query })
+        .then((res) => res.data),
     options,
   );
 };