fix: pdf template customization

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

@@ -21,7 +21,7 @@ export class PdfTemplatesController extends BaseController {
       this.validationResult,
       this.deletePdfTemplate.bind(this)
     );
-    router.put(
+    router.post(
       '/:template_id',
       [
         param('template_id').exists().isInt().toInt(),
@@ -77,7 +77,10 @@ export class PdfTemplatesController extends BaseController {
         resource,
         attributes
       );
-      return res.status(201).send(result);
+      return res.status(201).send({
+        id: result.id,
+        message: 'The PDF template has been created successfully.',
+      });
     } catch (error) {
       next(error);
     }
@@ -94,7 +97,10 @@ export class PdfTemplatesController extends BaseController {
         Number(templateId),
         editTemplateDTO
       );
-      return res.status(200).send(result);
+      return res.status(200).send({
+        id: result.id,
+        message: 'The PDF template has been updated successfully.',
+      });
     } catch (error) {
       next(error);
     }
@@ -109,7 +115,10 @@ export class PdfTemplatesController extends BaseController {
         tenantId,
         Number(templateId)
       );
-      return res.status(204).send();
+      return res.status(204).send({
+        id: templateId,
+        message: 'The PDF template has been deleted successfully.',
+      });
     } catch (error) {
       next(error);
     }
@@ -158,13 +167,10 @@ export class PdfTemplatesController extends BaseController {
         tenantId,
         Number(templateId)
       );
-      return res
+      return res.status(204).send({
-        .status(204)
+        id: templateId,
-        .send({
+        message: 'The given pdf template has been assigned as default template',
-          id: templateId,
+      });
-          message:
-            'The given pdf template has been assigned as default template',
-        });
     } catch (error) {
       next(error);
     }

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

@@ -36,7 +36,7 @@ export class CreatePdfTemplate {
         tenantId,
       });
 
-      await PdfTemplate.query(trx).insert({
+      const pdfTemplate = await PdfTemplate.query(trx).insert({
         templateName,
         resource,
         attributes,
@@ -45,6 +45,7 @@ export class CreatePdfTemplate {
       await this.eventPublisher.emitAsync(events.pdfTemplate.onCreated, {
         tenantId,
       });
+      return pdfTemplate;
     });
   }
 }

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

@@ -1,5 +1,5 @@
 import { Inject, Service } from 'typedi';
-import { ICreateInvoicePdfTemplateDTO } from './types';
+import { ICreateInvoicePdfTemplateDTO, IEditPdfTemplateDTO } from './types';
 import { CreatePdfTemplate } from './CreatePdfTemplate';
 import { DeletePdfTemplate } from './DeletePdfTemplate';
 import { GetPdfTemplate } from './GetPdfTemplate';

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

@@ -1,6 +1,12 @@
 export enum ERRORS {
   CANNOT_DELETE_PREDEFINED_PDF_TEMPLATE = 'CANNOT_DELETE_PREDEFINED_PDF_TEMPLATE',
 }
+
+export interface IEditPdfTemplateDTO {
+  templateName: string;
+  attributes: Record<string, any>;
+}
+
 export interface ICreateInvoicePdfTemplateDTO {
   // Colors
   primaryColor?: string;

packages/server/src/services/Sales/Estimates/utils.ts

@@ -3,5 +3,20 @@ import { EstimatePdfBrandingAttributes } from './constants';
 export const transformEstimateToPdfTemplate = (
   estimate
 ): Partial<EstimatePdfBrandingAttributes> => {
-  return {};
+  return {
+    expirationDate: estimate.formattedExpirationDate,
+    estimateNumebr: estimate.estimateNumber,
+    estimateDate: estimate.formattedEstimateDate,
+    lines: estimate.entries.map((entry) => ({
+      item: entry.item.name,
+      description: entry.description,
+      rate: entry.rateFormatted,
+      quantity: entry.quantityFormatted,
+      total: entry.totalFormatted,
+    })),
+    total: estimate.formattedSubtotal,
+    subtotal: estimate.formattedSubtotal,
+    customerNote: estimate.customerNote,
+    termsConditions: estimate.termsConditions,
+  };
 };

packages/server/src/services/Sales/Invoices/utils.ts

@@ -9,7 +9,6 @@ export const mergePdfTemplateWithDefaultAttributes = (
     brandingTemplate,
     (val, key) => val !== null && Object.keys(defaultAttributes).includes(key)
   );
-
   return {
     ...defaultAttributes,
     ...brandingAttributes,
@@ -39,5 +38,9 @@ export const transformInvoiceToPdfTemplate = (
       quantity: entry.quantityFormatted,
       total: entry.totalFormatted,
     })),
+    taxes: invoice.taxes.map((tax) => ({
+      label: tax.name,
+      amount: tax.taxRateAmountFormatted,
+    })),
   };
 };

packages/server/src/services/Sales/PaymentReceived/PaymentReceivedBrandingTemplate.ts

@@ -18,7 +18,7 @@ export class PaymentReceivedBrandingTemplate {
   public async getPaymentReceivedPdfTemplate(
     tenantId: number,
     paymentTemplateId: number
-  ): Promise<PdfTemplate> {
+   ) {
     const template = await this.getPdfTemplateService.getPdfTemplate(
       tenantId,
       paymentTemplateId

packages/server/src/services/Sales/PaymentReceived/utils.ts

@@ -7,6 +7,15 @@ export const transformPaymentReceivedToPdfTemplate = (
   payment: IPaymentReceived
 ): Partial<PaymentReceivedPdfTemplateAttributes> => {
   return {
-    // ...payment
+    total: payment.formattedAmount,
+    subtotal: payment.subtotalFormatted,
+    paymentReceivedNumebr: payment.paymentReceiveNo,
+    paymentReceivedDate: payment.formattedPaymentDate,
+    customerName: payment.customer.displayName,
+    lines: payment.entries.map((entry) => ({
+      invoiceNumber: entry.invoice.invoiceNo,
+      invoiceAmount: entry.invoice.totalFormatted,
+      paidAmount: entry.paymentAmountFormatted,
+    })),
   };
 };

packages/server/src/services/Sales/Receipts/utils.ts

@@ -1,6 +1,20 @@
+import { ISaleReceipt, ISaleReceiptBrandingTemplateAttributes } from "@/interfaces";
 
 
 
-export const transformReceiptToBrandingTemplateAttributes = () => {
+export const transformReceiptToBrandingTemplateAttributes = (saleReceipt: ISaleReceipt): Partial<ISaleReceiptBrandingTemplateAttributes> => {
-  return {};
+  return {
+    total: saleReceipt.formattedAmount,
+    subtotal: saleReceipt.formattedSubtotal,
+    lines: saleReceipt.entries?.map((entry) => ({
+      item: entry.item.name,
+      description: entry.description,
+      rate: entry.rateFormatted,
+      quantity: entry.quantityFormatted,
+      total: entry.totalFormatted,
+    })),
+
+    receiptNumber: saleReceipt.receiptNumber,
+    receiptDate: saleReceipt.formattedReceiptDate,
+  };
 }

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

@@ -37,10 +37,6 @@ export function CreditNoteCustomizeContent() {
       <ElementCustomize.FieldsTab id={'content'} label={'Content'}>
         <CreditNoteCustomizeContentFields />
       </ElementCustomize.FieldsTab>
-
-      <ElementCustomize.FieldsTab id={'totals'} label={'Totals'}>
-        asdfasdfdsaf #3
-      </ElementCustomize.FieldsTab>
     </BrandingTemplateForm>
   );
 }

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

@@ -36,10 +36,6 @@ export function EstimateCustomizeContent() {
       <ElementCustomize.FieldsTab id={'content'} label={'Content'}>
         <EstimateCustomizeContentFields />
       </ElementCustomize.FieldsTab>
-
-      <ElementCustomize.FieldsTab id={'totals'} label={'Totals'}>
-        asdfasdfdsaf #3
-      </ElementCustomize.FieldsTab>
     </BrandingTemplateForm>
   );
 }

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

@@ -43,10 +43,6 @@ export function InvoiceCustomizeContent() {
       <ElementCustomize.FieldsTab id={'content'} label={'Content'}>
         <InvoiceCustomizeContentFields />
       </ElementCustomize.FieldsTab>
-
-      <ElementCustomize.FieldsTab id={'totals'} label={'Totals'}>
-        asdfasdfdsaf #3
-      </ElementCustomize.FieldsTab>
     </BrandingTemplateForm>
   );
 }

packages/webapp/src/containers/Sales/Invoices/InvoiceForm/utils.tsx

@@ -10,7 +10,6 @@ import {
   compose,
   transformToForm,
   repeatValue,
-  formattedAmount,
   defaultFastFieldShouldUpdate,
 } from '@/utils';
 import { ERROR } from '@/constants/errors';

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

@@ -37,10 +37,6 @@ export function PaymentReceivedCustomizeContent() {
       <ElementCustomize.FieldsTab id={'content'} label={'Content'}>
         <PaymentReceivedCustomizeContentFields />
       </ElementCustomize.FieldsTab>
-
-      <ElementCustomize.FieldsTab id={'totals'} label={'Totals'}>
-        asdfasdfdsaf #3
-      </ElementCustomize.FieldsTab>
     </BrandingTemplateForm>
   );
 }

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

@@ -36,10 +36,6 @@ export function ReceiptCustomizeContent() {
       <ElementCustomize.FieldsTab id={'content'} label={'Content'}>
         <ReceiptCustomizeFieldsContent />
       </ElementCustomize.FieldsTab>
-
-      <ElementCustomize.FieldsTab id={'totals'} label={'Totals'}>
-        asdfasdfdsaf #3
-      </ElementCustomize.FieldsTab>
     </BrandingTemplateForm>
   );
 }

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

@@ -98,7 +98,7 @@ export const useEditPdfTemplate = (
   >(
     ({ templateId, values }) =>
       apiRequest
-        .put(`/pdf-templates/${templateId}`, transfromToSnakeCase(values))
+        .post(`/pdf-templates/${templateId}`, transfromToSnakeCase(values))
         .then((res) => res.data),
     {
       onSuccess: () => {