feat: Add default customer message and terms and conditions to the transactions.

packages/webapp/src/constants/preferencesMenu.tsx

@@ -12,6 +12,10 @@ export default [
     text: <T id={'users'} />,
     href: '/preferences/users',
   },
+  {
+    text: 'Invoices',
+    href: '/preferences/invoices',
+  },
   {
     text: <T id={'currencies'} />,
     href: '/preferences/currencies',

packages/webapp/src/containers/Preferences/CreditNotes/PreferencesCreditNotes.tsx

@@ -0,0 +1,14 @@
+// @ts-nocheck
+import { PreferencesCreditNotesBoot } from './PreferencesCreditNotesFormBoot';
+import PreferencesInvoiceFormPage from './PreferencesCreditNotesFormPage';
+
+/**
+ * items preferences.
+ */
+export default function PreferencesCreditNotes() {
+  return (
+    <PreferencesCreditNotesBoot>
+      <PreferencesInvoiceFormPage />
+    </PreferencesCreditNotesBoot>
+  );
+}

packages/webapp/src/containers/Preferences/CreditNotes/PreferencesCreditNotesForm.schema.ts

@@ -0,0 +1,9 @@
+// @ts-nocheck
+import * as Yup from 'yup';
+
+const Schema = Yup.object().shape({
+  termsConditions: Yup.string().optional(),
+  customerNotes: Yup.string().optional(),
+});
+
+export const PreferencesEstimatesFormSchema = Schema;

packages/webapp/src/containers/Preferences/CreditNotes/PreferencesCreditNotesForm.tsx

@@ -0,0 +1,80 @@
+// @ts-nocheck
+import styled from 'styled-components';
+import { Form } from 'formik';
+import { Button, Intent } from '@blueprintjs/core';
+import { useHistory } from 'react-router-dom';
+
+import {
+  FieldRequiredHint,
+  FormattedMessage as T,
+  FFormGroup,
+  FTextArea,
+} from '@/components';
+
+/**
+ * Preferences estimates form.
+ */
+export function PreferencesCreditNotesForm({ isSubmitting }) {
+  const history = useHistory();
+
+  // Handle close click.
+  const handleCloseClick = () => {
+    history.go(-1);
+  };
+
+  return (
+    <Form>
+      {/* ---------- Terms & Conditions ----------  */}
+      <FFormGroup
+        name={'termsConditions'}
+        label={<T id={'pref.estimates.termsConditions.field'} />}
+        labelInfo={<FieldRequiredHint />}
+        fastField={true}
+      >
+        <FTextArea
+          medium={'true'}
+          name={'termsConditions'}
+          fastField={true}
+          fill={true}
+        />
+      </FFormGroup>
+
+      {/* ---------- Customer Notes ----------  */}
+      <FFormGroup
+        name={'customerNotes'}
+        label={<T id={'pref.estimates.customerNotes.field'} />}
+        fastField={true}
+      >
+        <FTextArea
+          medium={'true'}
+          name={'tax_number'}
+          fastField={true}
+          fill={true}
+        />
+      </FFormGroup>
+
+      <CardFooterActions>
+        <Button loading={isSubmitting} intent={Intent.PRIMARY} type="submit">
+          <T id={'save'} />
+        </Button>
+        <Button onClick={handleCloseClick}>
+          <T id={'close'} />
+        </Button>
+      </CardFooterActions>
+    </Form>
+  );
+}
+
+const CardFooterActions = styled.div`
+  padding-top: 16px;
+  border-top: 1px solid #e0e7ea;
+  margin-top: 30px;
+
+  .bp4-button {
+    min-width: 70px;
+
+    + .bp4-button {
+      margin-left: 10px;
+    }
+  }
+`;

packages/webapp/src/containers/Preferences/CreditNotes/PreferencesCreditNotesFormBoot.tsx

@@ -0,0 +1,41 @@
+// @ts-nocheck
+import React from 'react';
+import classNames from 'classnames';
+import { CLASSES } from '@/constants/classes';
+import { useSettings } from '@/hooks/query';
+import PreferencesPageLoader from '../PreferencesPageLoader';
+
+const PreferencesCreditNotesFormContext = React.createContext();
+
+function PreferencesCreditNotesBoot({ ...props }) {
+  // Fetches organization settings.
+  const { isLoading: isSettingsLoading } = useSettings();
+
+  // Provider state.
+  const provider = {
+    organization: {},
+  };
+
+  // Detarmines whether if any query is loading.
+  const isLoading = isSettingsLoading;
+
+  return (
+    <div
+      className={classNames(
+        CLASSES.PREFERENCES_PAGE_INSIDE_CONTENT,
+        CLASSES.PREFERENCES_PAGE_INSIDE_CONTENT_ACCOUNTANT,
+      )}
+    >
+      {isLoading ? (
+        <PreferencesPageLoader />
+      ) : (
+        <PreferencesCreditNotesFormContext.Provider value={provider} {...props} />
+      )}
+    </div>
+  );
+}
+
+const usePreferencesCreditNotesFormContext = () =>
+  React.useContext(PreferencesCreditNotesFormContext);
+
+export { PreferencesCreditNotesBoot, usePreferencesCreditNotesFormContext };

packages/webapp/src/containers/Preferences/CreditNotes/PreferencesCreditNotesFormPage.tsx

@@ -0,0 +1,69 @@
+// @ts-nocheck
+import React, { useEffect } from 'react';
+import intl from 'react-intl-universal';
+import { Formik } from 'formik';
+import { Intent } from '@blueprintjs/core';
+
+import { AppToaster } from '@/components';
+import { PreferencesCreditNotesFormSchema } from './PreferencesCreditNotesForm.schema';
+import { usePreferencesInvoiceFormContext } from './PreferencesCreditNotesFormBoot';
+import { PreferencesCreditNotesForm } from './PreferencesCreditNotesForm';
+import withDashboardActions from '@/containers/Dashboard/withDashboardActions';
+
+import { compose, transformToForm } from '@/utils';
+
+const defaultValues = {
+  termsConditions: '',
+  customerNotes: '',
+};
+
+/**
+ * Preferences - .
+ */
+function PreferencesCreditNotesFormPageRoot({
+  // #withDashboardActions
+  changePreferencesPageTitle,
+}) {
+  const { organization } = usePreferencesInvoiceFormContext();
+
+  useEffect(() => {
+    changePreferencesPageTitle(intl.get('preferences.estimates'));
+  }, [changePreferencesPageTitle]);
+
+  // Initial values.
+  const initialValues = {
+    ...defaultValues,
+    ...transformToForm(organization.metadata, defaultValues),
+  };
+  // Handle the form submit.
+  const handleFormSubmit = (values, { setSubmitting }) => {
+    // Handle request success.
+    const onSuccess = (response) => {
+      AppToaster.show({
+        message: intl.get('preferences.estimates.success_message'),
+        intent: Intent.SUCCESS,
+      });
+      setSubmitting(false);
+    };
+    // Handle request error.
+    const onError = () => {
+      setSubmitting(false);
+    };
+    // updateOrganization({ ...values })
+    //   .then(onSuccess)
+    //   .catch(onError);
+  };
+
+  return (
+    <Formik
+      initialValues={initialValues}
+      validationSchema={PreferencesCreditNotesFormSchema}
+      onSubmit={handleFormSubmit}
+      component={PreferencesCreditNotesForm}
+    />
+  );
+}
+
+export const PreferencesCreditNotesFormPage = compose(withDashboardActions)(
+  PreferencesCreditNotesFormPageRoot,
+);

packages/webapp/src/containers/Preferences/Estimates/PreferencesEstimates.tsx

@@ -0,0 +1,14 @@
+// @ts-nocheck
+import { PreferencesEstimatesBoot } from './PreferencesEstimatesFormBoot';
+import PreferencesInvoiceFormPage from './PreferencesEstimatesFormPage';
+
+/**
+ * items preferences.
+ */
+export default function PreferencesEstimates() {
+  return (
+    <PreferencesEstimatesBoot>
+      <PreferencesInvoiceFormPage />
+    </PreferencesEstimatesBoot>
+  );
+}

packages/webapp/src/containers/Preferences/Estimates/PreferencesEstimatesForm.schema.ts

@@ -0,0 +1,9 @@
+// @ts-nocheck
+import * as Yup from 'yup';
+
+const Schema = Yup.object().shape({
+  termsConditions: Yup.string().optional(),
+  customerNotes: Yup.string().optional(),
+});
+
+export const PreferencesEstimatesFormSchema = Schema;

packages/webapp/src/containers/Preferences/Estimates/PreferencesEstimatesForm.tsx

@@ -0,0 +1,80 @@
+// @ts-nocheck
+import styled from 'styled-components';
+import { Form } from 'formik';
+import { Button, Intent } from '@blueprintjs/core';
+import { useHistory } from 'react-router-dom';
+
+import {
+  FieldRequiredHint,
+  FormattedMessage as T,
+  FFormGroup,
+  FTextArea,
+} from '@/components';
+
+/**
+ * Preferences estimates form.
+ */
+export function PreferencesEstimatesForm({ isSubmitting }) {
+  const history = useHistory();
+
+  // Handle close click.
+  const handleCloseClick = () => {
+    history.go(-1);
+  };
+
+  return (
+    <Form>
+      {/* ---------- Terms & Conditions ----------  */}
+      <FFormGroup
+        name={'termsConditions'}
+        label={<T id={'pref.estimates.termsConditions.field'} />}
+        labelInfo={<FieldRequiredHint />}
+        fastField={true}
+      >
+        <FTextArea
+          medium={'true'}
+          name={'termsConditions'}
+          fastField={true}
+          fill={true}
+        />
+      </FFormGroup>
+
+      {/* ---------- Customer Notes ----------  */}
+      <FFormGroup
+        name={'customerNotes'}
+        label={<T id={'pref.estimates.customerNotes.field'} />}
+        fastField={true}
+      >
+        <FTextArea
+          medium={'true'}
+          name={'tax_number'}
+          fastField={true}
+          fill={true}
+        />
+      </FFormGroup>
+
+      <CardFooterActions>
+        <Button loading={isSubmitting} intent={Intent.PRIMARY} type="submit">
+          <T id={'save'} />
+        </Button>
+        <Button onClick={handleCloseClick}>
+          <T id={'close'} />
+        </Button>
+      </CardFooterActions>
+    </Form>
+  );
+}
+
+const CardFooterActions = styled.div`
+  padding-top: 16px;
+  border-top: 1px solid #e0e7ea;
+  margin-top: 30px;
+
+  .bp4-button {
+    min-width: 70px;
+
+    + .bp4-button {
+      margin-left: 10px;
+    }
+  }
+`;

packages/webapp/src/containers/Preferences/Estimates/PreferencesEstimatesFormBoot.tsx

@@ -0,0 +1,41 @@
+// @ts-nocheck
+import React from 'react';
+import classNames from 'classnames';
+import { CLASSES } from '@/constants/classes';
+import { useSettings } from '@/hooks/query';
+import PreferencesPageLoader from '../PreferencesPageLoader';
+
+const PreferencesEstimatesFormContext = React.createContext();
+
+function PreferencesEstimatesBoot({ ...props }) {
+  // Fetches organization settings.
+  const { isLoading: isSettingsLoading } = useSettings();
+
+  // Provider state.
+  const provider = {
+    organization: {},
+  };
+
+  // Detarmines whether if any query is loading.
+  const isLoading = isSettingsLoading;
+
+  return (
+    <div
+      className={classNames(
+        CLASSES.PREFERENCES_PAGE_INSIDE_CONTENT,
+        CLASSES.PREFERENCES_PAGE_INSIDE_CONTENT_ACCOUNTANT,
+      )}
+    >
+      {isLoading ? (
+        <PreferencesPageLoader />
+      ) : (
+        <PreferencesEstimatesFormContext.Provider value={provider} {...props} />
+      )}
+    </div>
+  );
+}
+
+const usePreferencesEstimatesFormContext = () =>
+  React.useContext(PreferencesEstimatesFormContext);
+
+export { PreferencesEstimatesBoot, usePreferencesEstimatesFormContext };

packages/webapp/src/containers/Preferences/Estimates/PreferencesEstimatesFormPage.tsx

@@ -0,0 +1,69 @@
+// @ts-nocheck
+import React, { useEffect } from 'react';
+import intl from 'react-intl-universal';
+import { Formik } from 'formik';
+import { Intent } from '@blueprintjs/core';
+
+import { AppToaster } from '@/components';
+import { PreferencesEstimatesFormSchema } from './PreferencesEstimatesForm.schema';
+import { usePreferencesInvoiceFormContext } from './PreferencesEstimatesFormBoot';
+import { PreferencesEstimatesForm } from './PreferencesEstimatesForm';
+import withDashboardActions from '@/containers/Dashboard/withDashboardActions';
+
+import { compose, transformToForm } from '@/utils';
+
+const defaultValues = {
+  termsConditions: '',
+  customerNotes: '',
+};
+
+/**
+ * Preferences - .
+ */
+function PreferencesEstimatesFormPageRoot({
+  // #withDashboardActions
+  changePreferencesPageTitle,
+}) {
+  const { organization } = usePreferencesInvoiceFormContext();
+
+  useEffect(() => {
+    changePreferencesPageTitle(intl.get('preferences.estimates'));
+  }, [changePreferencesPageTitle]);
+
+  // Initial values.
+  const initialValues = {
+    ...defaultValues,
+    ...transformToForm(organization.metadata, defaultValues),
+  };
+  // Handle the form submit.
+  const handleFormSubmit = (values, { setSubmitting }) => {
+    // Handle request success.
+    const onSuccess = (response) => {
+      AppToaster.show({
+        message: intl.get('preferences.estimates.success_message'),
+        intent: Intent.SUCCESS,
+      });
+      setSubmitting(false);
+    };
+    // Handle request error.
+    const onError = () => {
+      setSubmitting(false);
+    };
+    // updateOrganization({ ...values })
+    //   .then(onSuccess)
+    //   .catch(onError);
+  };
+
+  return (
+    <Formik
+      initialValues={initialValues}
+      validationSchema={PreferencesEstimatesFormSchema}
+      onSubmit={handleFormSubmit}
+      component={PreferencesEstimatesForm}
+    />
+  );
+}
+
+export const PreferencesEstimatesFormPage = compose(withDashboardActions)(
+  PreferencesEstimatesFormPageRoot,
+);

packages/webapp/src/containers/Preferences/Invoices/PreferencesInvoiceForm.schema.ts

@@ -0,0 +1,9 @@
+// @ts-nocheck
+import * as Yup from 'yup';
+
+const Schema = Yup.object().shape({
+  termsConditions: Yup.string().optional(),
+  customerNotes: Yup.string().optional(),
+});
+
+export const PreferencesInvoiceFormSchema = Schema;

packages/webapp/src/containers/Preferences/Invoices/PreferencesInvoiceFormBoot.tsx

@@ -0,0 +1,41 @@
+// @ts-nocheck
+import React from 'react';
+import classNames from 'classnames';
+import { CLASSES } from '@/constants/classes';
+import { useSettings } from '@/hooks/query';
+import PreferencesPageLoader from '../PreferencesPageLoader';
+
+const PreferencesInvoiceFormContext = React.createContext();
+
+function PreferencesInvoicesBoot({ ...props }) {
+  // Fetches organization settings.
+  const { isLoading: isSettingsLoading } = useSettings();
+
+  // Provider state.
+  const provider = {
+    organization: {},
+  };
+
+  // Detarmines whether if any query is loading.
+  const isLoading = isSettingsLoading;
+
+  return (
+    <div
+      className={classNames(
+        CLASSES.PREFERENCES_PAGE_INSIDE_CONTENT,
+        CLASSES.PREFERENCES_PAGE_INSIDE_CONTENT_ACCOUNTANT,
+      )}
+    >
+      {isLoading ? (
+        <PreferencesPageLoader />
+      ) : (
+        <PreferencesInvoiceFormContext.Provider value={provider} {...props} />
+      )}
+    </div>
+  );
+}
+
+const usePreferencesInvoiceFormContext = () =>
+  React.useContext(PreferencesInvoiceFormContext);
+
+export { PreferencesInvoicesBoot, usePreferencesInvoiceFormContext };

packages/webapp/src/containers/Preferences/Invoices/PreferencesInvoiceFormPage.tsx

@@ -0,0 +1,67 @@
+// @ts-nocheck
+import React, { useEffect } from 'react';
+import intl from 'react-intl-universal';
+import { Formik } from 'formik';
+import { Intent } from '@blueprintjs/core';
+
+import { AppToaster } from '@/components';
+import { PreferencesInvoiceFormSchema } from './PreferencesInvoiceForm.schema';
+import { usePreferencesInvoiceFormContext } from './PreferencesInvoiceFormBoot';
+import { PreferencesGeneralForm } from './PreferencesInvoicesForm';
+import withDashboardActions from '@/containers/Dashboard/withDashboardActions';
+
+import { compose, transformToForm } from '@/utils';
+
+const defaultValues = {
+  termsConditions: '',
+  customerNotes: '',
+};
+
+/**
+ * Preferences - Invoices.
+ */
+function PreferencesInvoiceFormPage({
+  // #withDashboardActions
+  changePreferencesPageTitle,
+}) {
+  const { organization } = usePreferencesInvoiceFormContext();
+
+  useEffect(() => {
+    changePreferencesPageTitle(intl.get('preferences.invoices'));
+  }, [changePreferencesPageTitle]);
+
+  // Initial values.
+  const initialValues = {
+    ...defaultValues,
+    ...transformToForm(organization.metadata, defaultValues),
+  };
+  // Handle the form submit.
+  const handleFormSubmit = (values, { setSubmitting }) => {
+    // Handle request success.
+    const onSuccess = (response) => {
+      AppToaster.show({
+        message: intl.get('preferences.invoices.success_message'),
+        intent: Intent.SUCCESS,
+      });
+      setSubmitting(false);
+    };
+    // Handle request error.
+    const onError = () => {
+      setSubmitting(false);
+    };
+    // updateOrganization({ ...values })
+    //   .then(onSuccess)
+    //   .catch(onError);
+  };
+
+  return (
+    <Formik
+      initialValues={initialValues}
+      validationSchema={PreferencesInvoiceFormSchema}
+      onSubmit={handleFormSubmit}
+      component={PreferencesGeneralForm}
+    />
+  );
+}
+
+export default compose(withDashboardActions)(PreferencesInvoiceFormPage);

packages/webapp/src/containers/Preferences/Invoices/PreferencesInvoices.tsx

@@ -0,0 +1,14 @@
+// @ts-nocheck
+import { PreferencesInvoicesBoot } from './PreferencesInvoiceFormBoot';
+import PreferencesInvoiceFormPage from './PreferencesInvoiceFormPage';
+
+/**
+ * items preferences.
+ */
+export default function PreferencesInvoices() {
+  return (
+    <PreferencesInvoicesBoot>
+      <PreferencesInvoiceFormPage />
+    </PreferencesInvoicesBoot>
+  );
+}

packages/webapp/src/containers/Preferences/Invoices/PreferencesInvoicesForm.tsx

@@ -0,0 +1,81 @@
+// @ts-nocheck
+import styled from 'styled-components';
+import { Form } from 'formik';
+import { Button, Intent } from '@blueprintjs/core';
+import { useHistory } from 'react-router-dom';
+
+import {
+  FieldRequiredHint,
+  FormattedMessage as T,
+  FFormGroup,
+  FInputGroup,
+  FTextArea,
+} from '@/components';
+
+/**
+ * Preferences general form.
+ */
+export function PreferencesGeneralForm({ isSubmitting }) {
+  const history = useHistory();
+
+  // Handle close click.
+  const handleCloseClick = () => {
+    history.go(-1);
+  };
+
+  return (
+    <Form>
+      {/* ---------- Terms & Conditions ----------  */}
+      <FFormGroup
+        name={'termsConditions'}
+        label={<T id={'pref.invoices.termsConditions.field'} />}
+        labelInfo={<FieldRequiredHint />}
+        fastField={true}
+      >
+        <FTextArea
+          medium={'true'}
+          name={'termsConditions'}
+          fastField={true}
+          fill={true}
+        />
+      </FFormGroup>
+
+      {/* ---------- Customer Notes ----------  */}
+      <FFormGroup
+        name={'customerNotes'}
+        label={<T id={'pref.invoices.customerNotes.field'} />}
+        fastField={true}
+      >
+        <FTextArea
+          medium={'true'}
+          name={'tax_number'}
+          fastField={true}
+          fill={true}
+        />
+      </FFormGroup>
+
+      <CardFooterActions>
+        <Button loading={isSubmitting} intent={Intent.PRIMARY} type="submit">
+          <T id={'save'} />
+        </Button>
+        <Button onClick={handleCloseClick}>
+          <T id={'close'} />
+        </Button>
+      </CardFooterActions>
+    </Form>
+  );
+}
+
+const CardFooterActions = styled.div`
+  padding-top: 16px;
+  border-top: 1px solid #e0e7ea;
+  margin-top: 30px;
+
+  .bp4-button {
+    min-width: 70px;
+
+    + .bp4-button {
+      margin-left: 10px;
+    }
+  }
+`;

packages/webapp/src/lang/en/index.json

@@ -2290,5 +2290,8 @@
   "sidebar.new_project": "New Project",
   "sidebar.new_time_entry": "New Time Entry",
   "sidebar.project_profitability_summary": "Project Profitability Summary",
-  "global_error.too_many_requests": "Too many requests"
+  "global_error.too_many_requests": "Too many requests",
+
+  "pref.invoices.termsConditions.field": "Terms & Conditions",
+  "pref.invoices.customerNotes.field": "Customer Notes"
 }

packages/webapp/src/routes/preferences.tsx

@@ -9,6 +9,8 @@ import SMSIntegration from '../containers/Preferences/SMSIntegration';
 import DefaultRoute from '../containers/Preferences/DefaultRoute';
 import Warehouses from '../containers/Preferences/Warehouses';
 import Branches from '../containers/Preferences/Branches';
+import Invoices from '../containers/Preferences/Invoices/PreferencesInvoices';
+
 
 const BASE_URL = '/preferences';
 
@@ -23,6 +25,16 @@ export default [
     component: Users,
     exact: true,
   },
+  {
+    path: `${BASE_URL}/invoices`,
+    component: Invoices,
+    exact: true,
+  },
+  {
+    path: `${BASE_URL}/credit-notes`,
+    component: CreditNotes,
+    exact: true,
+  },
   {
     path: `${BASE_URL}/roles`,
     component: Roles,