feat(server): AP/AR aging summary table transformer

packages/server/src/api/controllers/FinancialStatements/APAgingSummary.ts

@@ -33,10 +33,13 @@ export default class APAgingSummaryReportController extends BaseFinancialReportC
     return [
       ...this.sheetNumberFormatValidationSchema,
       query('as_date').optional().isISO8601(),
-      query('aging_days_before').optional().isNumeric().toInt(),
+
-      query('aging_periods').optional().isNumeric().toInt(),
+      query('aging_days_before').default(30).isNumeric().toInt(),
+      query('aging_periods').default(3).isNumeric().toInt(),
+
       query('vendors_ids').optional().isArray({ min: 1 }),
       query('vendors_ids.*').isInt({ min: 1 }).toInt(),
+
       query('none_zero').default(true).isBoolean().toBoolean(),
 
       // Filtering by branches.
@@ -53,6 +56,25 @@ export default class APAgingSummaryReportController extends BaseFinancialReportC
     const filter = this.matchedQueryData(req);
 
     try {
+      const accept = this.accepts(req);
+      const acceptType = accept.types(['json', 'application/json+table']);
+
+      switch (acceptType) {
+        case 'application/json+table':
+          const table = await this.APAgingSummaryService.APAgingSummaryTable(
+            tenantId,
+            filter
+          );
+          return res.status(200).send({
+            table: {
+              rows: table.rows,
+              columns: table.columns,
+            },
+            meta: table.meta,
+            query: table.query,
+          });
+          break;
+        default:
           const { data, columns, query, meta } =
             await this.APAgingSummaryService.APAgingSummary(tenantId, filter);
 
@@ -62,6 +84,8 @@ export default class APAgingSummaryReportController extends BaseFinancialReportC
             query: this.transfromToResponse(query),
             meta: this.transfromToResponse(meta),
           });
+          break;
+      }
     } catch (error) {
       next(error);
     }

packages/server/src/api/controllers/FinancialStatements/ARAgingSummary.ts

@@ -36,8 +36,8 @@ export default class ARAgingSummaryReportController extends BaseFinancialReportC
 
       query('as_date').optional().isISO8601(),
 
-      query('aging_days_before').optional().isInt({ max: 500 }).toInt(),
+      query('aging_days_before').default(30).isInt({ max: 500 }).toInt(),
-      query('aging_periods').optional().isInt({ max: 12 }).toInt(),
+      query('aging_periods').default(3).isInt({ max: 12 }).toInt(),
 
       query('customers_ids').optional().isArray({ min: 1 }),
       query('customers_ids.*').isInt({ min: 1 }).toInt(),
@@ -58,6 +58,25 @@ export default class ARAgingSummaryReportController extends BaseFinancialReportC
     const filter = this.matchedQueryData(req);
 
     try {
+      const accept = this.accepts(req);
+      const acceptType = accept.types(['json', 'application/json+table']);
+
+      switch (acceptType) {
+        case 'application/json+table':
+          const table = await this.ARAgingSummaryService.ARAgingSummaryTable(
+            tenantId,
+            filter
+          );
+          return res.status(200).send({
+            table: {
+              rows: table.rows,
+              columns: table.columns,
+            },
+            meta: table.meta,
+            query: table.query,
+          });
+          break;
+        default:
           const { data, columns, query, meta } =
             await this.ARAgingSummaryService.ARAgingSummary(tenantId, filter);
 
@@ -67,6 +86,8 @@ export default class ARAgingSummaryReportController extends BaseFinancialReportC
             query: this.transfromToResponse(query),
             meta: this.transfromToResponse(meta),
           });
+          break;
+      }
     } catch (error) {
       console.log(error);
     }

packages/server/src/interfaces/APAgingSummaryReport.ts

@@ -1,51 +1,36 @@
 import {
   IAgingPeriod,
   IAgingPeriodTotal,
-  IAgingAmount
+  IAgingAmount,
+  IAgingSummaryQuery,
+  IAgingSummaryTotal,
+  IAgingSummaryContact,
+  IAgingSummaryData,
 } from './AgingReport';
-import {
+import { INumberFormatQuery } from './FinancialStatements';
-  INumberFormatQuery
-} from './FinancialStatements';
 
-export interface IAPAgingSummaryQuery {
+export interface IAPAgingSummaryQuery extends IAgingSummaryQuery {
-  asDate: Date | string;
-  agingDaysBefore: number;
-  agingPeriods: number;
-  numberFormat: INumberFormatQuery;
   vendorsIds: number[];
-  noneZero: boolean;
-
-  branchesIds?: number[]
 }
 
-export interface IAPAgingSummaryVendor {
+export interface IAPAgingSummaryVendor extends IAgingSummaryContact {
-  vendorName: string,
+  vendorName: string;
-  current: IAgingAmount,
+}
-  aging: IAgingPeriodTotal[],
-  total: IAgingAmount,
-};
 
-export interface IAPAgingSummaryTotal {
+export interface IAPAgingSummaryTotal extends IAgingSummaryTotal {}
-  current: IAgingAmount,
-  aging: IAgingPeriodTotal[],
-  total: IAgingAmount,
-};
 
-export interface IAPAgingSummaryData {
+export interface IAPAgingSummaryData extends IAgingSummaryData {
-  vendors: IAPAgingSummaryVendor[],
+  vendors: IAPAgingSummaryVendor[];
-  total: IAPAgingSummaryTotal,
+}
-};
 
 export type IAPAgingSummaryColumns = IAgingPeriod[];
 
-
 export interface IARAgingSummaryMeta {
-  baseCurrency: string,
+  baseCurrency: string;
-  organizationName: string,
+  organizationName: string;
 }
 
-
 export interface IAPAgingSummaryMeta {
-  baseCurrency: string,
+  baseCurrency: string;
-  organizationName: string,
+  organizationName: string;
 }

packages/server/src/interfaces/ARAgingSummaryReport.ts

@@ -1,37 +1,28 @@
-import { IAgingPeriod, IAgingPeriodTotal, IAgingAmount } from './AgingReport';
+import {
-import { INumberFormatQuery } from './FinancialStatements';
+  IAgingPeriod,
+  IAgingSummaryQuery,
+  IAgingSummaryTotal,
+  IAgingSummaryContact,
+  IAgingSummaryData,
+} from './AgingReport';
 
-export interface IARAgingSummaryQuery {
+export interface IARAgingSummaryQuery extends IAgingSummaryQuery {
-  asDate: Date | string;
-  agingDaysBefore: number;
-  agingPeriods: number;
-  numberFormat: INumberFormatQuery;
   customersIds: number[];
-  branchesIds: number[];
-  noneZero: boolean;
 }
 
-export interface IARAgingSummaryCustomer {
+export interface IARAgingSummaryCustomer extends IAgingSummaryContact {
   customerName: string;
-  current: IAgingAmount;
-  aging: IAgingPeriodTotal[];
-  total: IAgingAmount;
 }
 
-export interface IARAgingSummaryTotal {
+export interface IARAgingSummaryTotal extends IAgingSummaryTotal {}
-  current: IAgingAmount;
-  aging: IAgingPeriodTotal[];
-  total: IAgingAmount;
-}
 
-export interface IARAgingSummaryData {
+export interface IARAgingSummaryData extends IAgingSummaryData {
   customers: IARAgingSummaryCustomer[];
-  total: IARAgingSummaryTotal;
 }
 
 export type IARAgingSummaryColumns = IAgingPeriod[];
 
 export interface IARAgingSummaryMeta {
-  organizationName: string,
+  organizationName: string;
-  baseCurrency: string,
+  baseCurrency: string;
 }

packages/server/src/interfaces/AgingReport.ts

@@ -1,6 +1,9 @@
+
+import { INumberFormatQuery } from './FinancialStatements';
+
 export interface IAgingPeriodTotal extends IAgingPeriod {
   total: IAgingAmount;
-};
+}
 
 export interface IAgingAmount {
   amount: number;
@@ -20,3 +23,22 @@ export interface IAgingSummaryContact {
   aging: IAgingPeriodTotal[];
   total: IAgingAmount;
 }
+
+export interface IAgingSummaryQuery {
+  asDate: Date | string;
+  agingDaysBefore: number;
+  agingPeriods: number;
+  numberFormat: INumberFormatQuery;
+  branchesIds: number[];
+  noneZero: boolean;
+}
+
+export interface IAgingSummaryTotal {
+  current: IAgingAmount;
+  aging: IAgingPeriodTotal[];
+  total: IAgingAmount;
+}
+
+export interface IAgingSummaryData {
+  total: IAgingSummaryTotal;
+}

packages/server/src/services/FinancialStatements/AgingSummary/APAgingSummaryService.ts

@@ -5,6 +5,7 @@ import TenancyService from '@/services/Tenancy/TenancyService';
 import APAgingSummarySheet from './APAgingSummarySheet';
 import { Tenant } from '@/system/models';
 import { isEmpty } from 'lodash';
+import APAgingSummaryTable from './APAgingSummaryTable';
 
 @Service()
 export default class PayableAgingSummaryService {
@@ -84,7 +85,7 @@ export default class PayableAgingSummaryService {
 
     // Common query.
     const commonQuery = (query) => {
-      if (isEmpty(filter.branchesIds)) {
+      if (!isEmpty(filter.branchesIds)) {
         query.modify('filterByBranches', filter.branchesIds);
       }
     };
@@ -118,4 +119,22 @@ export default class PayableAgingSummaryService {
       meta: this.reportMetadata(tenantId),
     };
   }
+
+  /**
+   *
+   * @param {number} tenantId
+   * @param {IAPAgingSummaryQuery} query
+   * @returns
+   */
+  async APAgingSummaryTable(tenantId: number, query: IAPAgingSummaryQuery) {
+    const report = await this.APAgingSummary(tenantId, query);
+    const table = new APAgingSummaryTable(report.data, query, {});
+
+    return {
+      columns: table.tableColumns(),
+      rows: table.tableRows(),
+      meta: report.meta,
+      query: report.query,
+    };
+  }
 }

packages/server/src/services/FinancialStatements/AgingSummary/APAgingSummaryTable.ts

@@ -0,0 +1,46 @@
+import {
+  IAPAgingSummaryData,
+  IAgingSummaryQuery,
+  ITableColumn,
+  ITableColumnAccessor,
+  ITableRow,
+} from '@/interfaces';
+import AgingSummaryTable from './AgingSummaryTable';
+
+export default class APAgingSummaryTable extends AgingSummaryTable {
+  readonly report: IAPAgingSummaryData;
+
+  /**
+   * Constructor method.
+   * @param {IARAgingSummaryData} data
+   * @param {IAgingSummaryQuery} query
+   * @param {any} i18n
+   */
+  constructor(data: IAPAgingSummaryData, query: IAgingSummaryQuery, i18n: any) {
+    super(data, query, i18n);
+  }
+
+  /**
+   * Retrieves the contacts table rows.
+   * @returns {ITableRow[]}
+   */
+  get contactsRows(): ITableRow[] {
+    return this.contactsNodes(this.report.vendors);
+  }
+
+  /**
+   * Contact name node accessor.
+   * @returns {ITableColumnAccessor}
+   */
+  get contactNameNodeAccessor(): ITableColumnAccessor {
+    return { key: 'vendor_name', accessor: 'vendorName' };
+  }
+
+  /**
+   * Retrieves the contact name table column.
+   * @returns {ITableColumn}
+   */
+  contactNameTableColumn = (): ITableColumn => {
+    return { label: 'Vendor name', key: 'vendor_name' };
+  };
+}

packages/server/src/services/FinancialStatements/AgingSummary/ARAgingSummaryService.ts

@@ -5,6 +5,7 @@ import { IARAgingSummaryQuery, IARAgingSummaryMeta } from '@/interfaces';
 import TenancyService from '@/services/Tenancy/TenancyService';
 import ARAgingSummarySheet from './ARAgingSummarySheet';
 import { Tenant } from '@/system/models';
+import ARAgingSummaryTable from './ARAgingSummaryTable';
 
 @Service()
 export default class ARAgingSummaryService {
@@ -89,12 +90,12 @@ export default class ARAgingSummaryService {
     };
     // Retrieve all overdue sale invoices.
     const overdueSaleInvoices = await SaleInvoice.query()
-      .modify('dueInvoicesFromDate', filter.asDate)
+      .modify('overdueInvoicesFromDate', filter.asDate)
       .onBuild(commonQuery);
 
     // Retrieve all due sale invoices.
     const currentInvoices = await SaleInvoice.query()
-      .modify('overdueInvoicesFromDate', filter.asDate)
+      .modify('dueInvoicesFromDate', filter.asDate)
       .onBuild(commonQuery);
 
     // AR aging summary report instance.
@@ -117,4 +118,22 @@ export default class ARAgingSummaryService {
       meta: this.reportMetadata(tenantId),
     };
   }
+
+  /**
+   *
+   * @param tenantId
+   * @param query
+   * @returns
+   */
+  async ARAgingSummaryTable(tenantId: number, query: IARAgingSummaryQuery) {
+    const report = await this.ARAgingSummary(tenantId, query);
+    const table = new ARAgingSummaryTable(report.data, query, {});
+
+    return {
+      columns: table.tableColumns(),
+      rows: table.tableRows(),
+      meta: report.meta,
+      query,
+    };
+  }
 }

packages/server/src/services/FinancialStatements/AgingSummary/ARAgingSummarySheet.ts

@@ -1,4 +1,4 @@
-import { groupBy, isEmpty, sum } from 'lodash';
+import { Dictionary, groupBy, isEmpty, sum } from 'lodash';
 import * as R from 'ramda';
 import {
   ICustomer,
@@ -54,7 +54,6 @@ export default class ARAgingSummarySheet extends AgingSummaryReport {
       currentSaleInvoices,
       'customerId'
     );
-
     // Initializes the aging periods.
     this.agingPeriods = this.agingRangePeriods(
       this.query.asDate,
@@ -189,7 +188,7 @@ export default class ARAgingSummarySheet extends AgingSummaryReport {
   };
 
   /**
-   * Retrieve AR aging summary report columns.
+   * Retrieve A/R aging summary report columns.
    * @return {IARAgingSummaryColumns}
    */
   public reportColumns(): IARAgingSummaryColumns {

packages/server/src/services/FinancialStatements/AgingSummary/ARAgingSummaryTable.ts

@@ -0,0 +1,38 @@
+import {
+  IARAgingSummaryData,
+  IAgingSummaryData,
+  IAgingSummaryQuery,
+  ITableColumnAccessor,
+  ITableRow,
+} from '@/interfaces';
+import AgingSummaryTable from './AgingSummaryTable';
+
+export default class ARAgingSummaryTable extends AgingSummaryTable {
+  readonly report: IARAgingSummaryData;
+
+  /**
+   * Constructor method.
+   * @param {IARAgingSummaryData} data
+   * @param {IAgingSummaryQuery} query
+   * @param {any} i18n
+   */
+  constructor(data: IARAgingSummaryData, query: IAgingSummaryQuery, i18n: any) {
+    super(data, query, i18n);
+  }
+
+  /**
+   * Retrieves the contacts table rows.
+   * @returns {ITableRow[]}
+   */
+  get contactsRows(): ITableRow[] {
+    return this.contactsNodes(this.report.customers);
+  }
+
+  /**
+   * Contact name node accessor.
+   * @returns {ITableColumnAccessor}
+   */
+  get contactNameNodeAccessor(): ITableColumnAccessor {
+    return { key: 'customer_name', accessor: 'customerName' };
+  }
+}

packages/server/src/services/FinancialStatements/AgingSummary/AgingSummaryTable.ts

@@ -0,0 +1,203 @@
+import * as R from 'ramda';
+import {
+  IAgingPeriod,
+  IAgingSummaryContact,
+  IAgingSummaryData,
+  IAgingSummaryQuery,
+  IAgingSummaryTotal,
+  ITableColumn,
+  ITableColumnAccessor,
+  ITableRow,
+} from '@/interfaces';
+import { tableRowMapper } from '@/utils';
+import AgingReport from './AgingReport';
+import { AgingSummaryRowType } from './_constants';
+
+export default abstract class AgingSummaryTable extends AgingReport {
+  protected readonly report: IAgingSummaryData;
+  protected readonly query: IAgingSummaryQuery;
+  protected readonly agingPeriods: IAgingPeriod[];
+  protected readonly i18n: any;
+
+  /**
+   * Constructor method.
+   * @param {IARAgingSummaryData} data
+   * @param {IAgingSummaryQuery} query
+   * @param {any} i18n
+   */
+  constructor(data: IAgingSummaryData, query: IAgingSummaryQuery, i18n: any) {
+    super();
+
+    this.report = data;
+    this.i18n = i18n;
+    this.query = query;
+
+    this.agingPeriods = this.agingRangePeriods(
+      this.query.asDate,
+      this.query.agingDaysBefore,
+      this.query.agingPeriods
+    );
+  }
+
+  // -------------------------
+  // # Accessors.
+  // -------------------------
+  /**
+   * Aging accessors of contact and total nodes.
+   * @param {IAgingSummaryContact | IAgingSummaryTotal} node
+   * @returns {ITableColumnAccessor[]}
+   */
+  protected agingNodeAccessors = (
+    node: IAgingSummaryContact | IAgingSummaryTotal
+  ): ITableColumnAccessor[] => {
+    return node.aging.map((aging, index) => ({
+      key: 'aging',
+      accessor: `aging[${index}].total.formattedAmount`,
+    }));
+  };
+
+  /**
+   * Contact name node accessor.
+   * @returns {ITableColumnAccessor}
+   */
+  protected get contactNameNodeAccessor(): ITableColumnAccessor {
+    return { key: 'customer_name', accessor: 'customerName' };
+  }
+
+  /**
+   * Retrieves the common columns for all report nodes.
+   * @param {IAgingSummaryContact}
+   * @returns {ITableColumnAccessor[]}
+   */
+  protected contactNodeAccessors = (
+    node: IAgingSummaryContact
+  ): ITableColumnAccessor[] => {
+    return R.compose(
+      R.concat([
+        this.contactNameNodeAccessor,
+        { key: 'current', accessor: 'current.formattedAmount' },
+        ...this.agingNodeAccessors(node),
+        { key: 'total', accessor: 'total.formattedAmount' },
+      ])
+    )([]);
+  };
+
+  /**
+   * Retrieves the contact name table row.
+   * @param {IAgingSummaryContact} node -
+   * @return {ITableRow}
+   */
+  protected contactNameNode = (node: IAgingSummaryContact): ITableRow => {
+    const columns = this.contactNodeAccessors(node);
+    const meta = {
+      rowTypes: [AgingSummaryRowType.Contact],
+    };
+    return tableRowMapper(node, columns, meta);
+  };
+
+  /**
+   * Maps the customers nodes to table rows.
+   * @param {IAgingSummaryContact[]} nodes
+   * @returns {ITableRow[]}
+   */
+  protected contactsNodes = (nodes: IAgingSummaryContact[]): ITableRow[] => {
+    return nodes.map(this.contactNameNode);
+  };
+
+  /**
+   * Retrieves the common columns for all report nodes.
+   * @param {IAgingSummaryTotal}
+   * @returns {ITableColumnAccessor[]}
+   */
+  protected totalNodeAccessors = (
+    node: IAgingSummaryTotal
+  ): ITableColumnAccessor[] => {
+    return R.compose(
+      R.concat([
+        { key: 'blank', value: '' },
+        { key: 'current', accessor: 'current.formattedAmount' },
+        ...this.agingNodeAccessors(node),
+        { key: 'total', accessor: 'total.formattedAmount' },
+      ])
+    )([]);
+  };
+
+  /**
+   * Retrieves the total row of the given report total node.
+   * @param {IAgingSummaryTotal} node
+   * @returns {ITableRow}
+   */
+  protected totalNode = (node: IAgingSummaryTotal): ITableRow => {
+    const columns = this.totalNodeAccessors(node);
+    const meta = {
+      rowTypes: [AgingSummaryRowType.Total],
+    };
+    return tableRowMapper(node, columns, meta);
+  };
+
+  // -------------------------
+  // # Computed Rows.
+  // -------------------------
+  /**
+   * Retrieves the contacts table rows.
+   * @returns {ITableRow[]}
+   */
+  protected get contactsRows(): ITableRow[] {
+    return [];
+  }
+
+  /**
+   * Table total row.
+   * @returns {ITableRow}
+   */
+  protected get totalRow(): ITableRow {
+    return this.totalNode(this.report.total);
+  }
+
+  /**
+   * Retrieves the table rows.
+   * @returns {ITableRow[]}
+   */
+  public tableRows = (): ITableRow[] => {
+    return R.compose(R.concat(this.contactsRows), R.prepend(this.totalRow))([]);
+  };
+
+  // -------------------------
+  // # Columns.
+  // -------------------------
+  /**
+   * Retrieves the aging table columns.
+   * @returns {ITableColumn[]}
+   */
+  protected agingTableColumns = (): ITableColumn[] => {
+    return this.agingPeriods.map((agingPeriod) => {
+      return {
+        label: `${agingPeriod.beforeDays} - ${
+          agingPeriod.toDays || 'And Over'
+        }`,
+        key: 'aging_period',
+      };
+    });
+  };
+
+  /**
+   * Retrieves the contact name table column.
+   * @returns {ITableColumn}
+   */
+  protected contactNameTableColumn = (): ITableColumn => {
+    return { label: 'Customer name', key: 'customer_name' };
+  };
+
+  /**
+   * Retrieves the report columns.
+   * @returns {ITableColumn}
+   */
+  public tableColumns = (): ITableColumn[] => {
+    return [
+      this.contactNameTableColumn(),
+      { label: 'Current', key: 'current' },
+      ...this.agingTableColumns(),
+      { label: 'Total', key: 'total' },
+    ];
+  };
+}

packages/server/src/services/FinancialStatements/AgingSummary/_constants.ts

@@ -0,0 +1,4 @@
+export enum AgingSummaryRowType {
+  Contact = 'contact',
+  Total = 'total',
+}

packages/server/src/services/Purchases/VendorCredits/ApplyVendorCreditToBills/ApplyVendorCreditSyncBills.ts

@@ -1,13 +1,13 @@
 import { Service, Inject } from 'typedi';
-import Knex from 'knex';
+import { Knex } from 'knex';
+import Bluebird from 'bluebird';
 import { IVendorCreditAppliedBill } from '@/interfaces';
 import HasTenancyService from '@/services/Tenancy/TenancyService';
-import Bluebird from 'bluebird';
 
 @Service()
 export default class ApplyVendorCreditSyncBills {
   @Inject()
-  tenancy: HasTenancyService;
+  private tenancy: HasTenancyService;
 
   /**
    * Increment bills credited amount.