feat: Assign default PDF template automatically

packages/server/src/api/controllers/Sales/PaymentReceives.ts

@@ -95,6 +95,12 @@ export default class PaymentReceivesController extends BaseController {
       asyncMiddleware(this.getPaymentReceiveInvoices.bind(this)),
       this.handleServiceErrors
     );
+    router.get(
+      '/state',
+      CheckPolicies(PaymentReceiveAction.View, AbilitySubject.PaymentReceive),
+      this.getPaymentReceivedState.bind(this),
+      this.handleServiceErrors
+    );
     router.get(
       '/:id',
       CheckPolicies(PaymentReceiveAction.View, AbilitySubject.PaymentReceive),
@@ -391,6 +397,29 @@ export default class PaymentReceivesController extends BaseController {
     }
   }
 
+  /**
+   *
+   * @async
+   * @param {Request} req -
+   * @param {Response} res -
+   */
+  private async getPaymentReceivedState(
+    req: Request,
+    res: Response,
+    next: NextFunction
+  ) {
+  const { tenantId } = req;
+
+    try {
+      const data = await this.paymentReceiveApplication.getPaymentReceivedState(
+        tenantId
+      );
+      return res.status(200).send({ data });
+    } catch (error) {
+      next(error);
+    }
+  }
+
   /**
    * Retrieve the given payment receive details.
    * @async

packages/server/src/api/controllers/Sales/SalesEstimates.ts

@@ -105,6 +105,12 @@ export default class SalesEstimatesController extends BaseController {
       asyncMiddleware(this.deleteEstimate.bind(this)),
       this.handleServiceErrors
     );
+    router.get(
+      '/state',
+      CheckPolicies(SaleEstimateAction.View, AbilitySubject.SaleEstimate),
+      this.getSaleEstimateState.bind(this),
+      this.handleServiceErrors
+    );
     router.get(
       '/:id',
       CheckPolicies(SaleEstimateAction.View, AbilitySubject.SaleEstimate),
@@ -546,6 +552,23 @@ export default class SalesEstimatesController extends BaseController {
     }
   };
 
+  private getSaleEstimateState = async (
+    req: Request,
+    res: Response,
+    next: NextFunction
+  ) => {
+    const { tenantId } = req;
+
+    try {
+      const data = await this.saleEstimatesApplication.getSaleEstimateState(
+        tenantId
+      );
+      return res.status(200).send({ data });
+    } catch (error) {
+      next(error);
+    }
+  };
+
   /**
    * Handles service errors.
    * @param {Error} error

packages/server/src/api/controllers/Sales/SalesInvoices.ts

@@ -130,6 +130,12 @@ export default class SaleInvoicesController extends BaseController {
       this.asyncMiddleware(this.getInvoicePaymentTransactions),
       this.handleServiceErrors
     );
+    router.get(
+      '/state',
+      CheckPolicies(SaleInvoiceAction.View, AbilitySubject.SaleInvoice),
+      asyncMiddleware(this.getSaleInvoiceState.bind(this)),
+      this.handleServiceErrors
+    );
     router.get(
       '/:id',
       CheckPolicies(SaleInvoiceAction.View, AbilitySubject.SaleInvoice),
@@ -138,6 +144,7 @@ export default class SaleInvoicesController extends BaseController {
       asyncMiddleware(this.getSaleInvoice.bind(this)),
       this.handleServiceErrors
     );
+
     router.get(
       '/',
       CheckPolicies(SaleInvoiceAction.View, AbilitySubject.SaleInvoice),
@@ -453,6 +460,24 @@ export default class SaleInvoicesController extends BaseController {
       return res.status(200).send({ saleInvoice });
     }
   }
+
+  private async getSaleInvoiceState(
+    req: Request,
+    res: Response,
+    next: NextFunction
+  ) {
+    const { tenantId } = req;
+
+    try {
+      const data = await this.saleInvoiceApplication.getSaleInvoiceState(
+        tenantId
+      );
+      return res.status(200).send({ data });
+    } catch (error) {
+      next(error);
+    }
+  }
+
   /**
    * Retrieve paginated sales invoices with custom view metadata.
    * @param {Request} req

packages/server/src/api/controllers/Sales/SalesReceipts.ts

@@ -108,6 +108,12 @@ export default class SalesReceiptsController extends BaseController {
       this.handleServiceErrors,
       this.dynamicListService.handlerErrorsToResponse
     );
+    router.get(
+      '/state',
+      CheckPolicies(SaleReceiptAction.View, AbilitySubject.SaleReceipt),
+      asyncMiddleware(this.getSaleReceiptState.bind(this)),
+      this.handleServiceErrors
+    ); 
     router.get(
       '/:id',
       CheckPolicies(SaleReceiptAction.View, AbilitySubject.SaleReceipt),
@@ -369,6 +375,30 @@ export default class SalesReceiptsController extends BaseController {
     }
   }
 
+  /**
+   *
+   * @param {Request} req
+   * @param {Response} res
+   * @param {NextFunction} next
+   */
+  public async getSaleReceiptState(
+    req: Request,
+    res: Response,
+    next: NextFunction
+  ) {
+    const { tenantId } = req;
+
+    // Retrieves receipt in pdf format.
+    try {
+      const data = await this.saleReceiptsApplication.getSaleReceiptState(
+        tenantId
+      );
+      return res.status(200).send({ data });
+    } catch (error) {
+      next(error);
+    }
+  }
+
   /**
    * Sale receipt notification via SMS.
    * @param {Request} req

packages/server/src/interfaces/PaymentReceive.ts

@@ -238,3 +238,8 @@ export interface PaymentReceivedPdfTemplateAttributes {
   showPaymentReceivedDate: boolean;
   paymentReceivedDateLabel: string;
 }
+
+
+export interface IPaymentReceivedState {
+  defaultTemplateId: number;
+}

packages/server/src/interfaces/SaleEstimate.ts

@@ -144,3 +144,6 @@ export interface ISaleEstimateMailPresendEvent {
   messageOptions: SaleEstimateMailOptionsDTO;
 }
 
+export interface ISaleEstimateState {
+  defaultTemplateId: number;
+}

packages/server/src/interfaces/SaleInvoice.ts

@@ -20,7 +20,7 @@ export interface PaymentIntegrationTransactionLinkEventPayload {
   referenceType: string;
   referenceId: number;
   saleInvoiceId: number;
-  trx?: Knex.Transaction
+  trx?: Knex.Transaction;
 }
 
 export interface PaymentIntegrationTransactionLinkDeleteEventPayload {
@@ -30,7 +30,7 @@ export interface PaymentIntegrationTransactionLinkDeleteEventPayload {
   referenceType: string;
   referenceId: number;
   oldSaleInvoiceId: number;
-  trx?: Knex.Transaction 
+  trx?: Knex.Transaction;
 }
 
 export interface ISaleInvoice {
@@ -174,7 +174,7 @@ export interface ISaleInvoiceDeletingPayload {
   tenantId: number;
   oldSaleInvoice: ISaleInvoice;
   saleInvoiceId: number;
-  trx: Knex.Transaction; 
+  trx: Knex.Transaction;
 }
 
 export interface ISaleInvoiceDeletedPayload {
@@ -339,3 +339,7 @@ export interface InvoicePdfTemplateAttributes {
   showStatement: boolean;
   statement: string;
 }
+
+export interface ISaleInvocieState {
+  defaultTemplateId: number;
+}

packages/server/src/interfaces/SaleReceipt.ts

@@ -211,3 +211,8 @@ export interface ISaleReceiptBrandingTemplateAttributes {
   showReceiptDate: boolean;
   receiptDateLabel: string;
 }
+
+
+export interface ISaleReceiptState {
+  defaultTemplateId: number;
+}

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

@@ -0,0 +1,20 @@
+
+
+import { Service } from 'typedi';
+import { ISaleEstimateState } from '@/interfaces';
+
+@Service()
+export class GetSaleEstimateState {
+  /**
+   *
+   * @param {Number} saleEstimateId -
+   * @return {Promise<ISaleEstimateState>}
+   */
+  public async getSaleEstimateState(
+    tenantId: number
+  ): Promise<ISaleEstimateState> {
+    return {
+      defaultTemplateId: 1,
+    };
+  }
+}

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

@@ -20,6 +20,7 @@ import { RejectSaleEstimate } from './RejectSaleEstimate';
 import { SaleEstimateNotifyBySms } from './SaleEstimateSmsNotify';
 import { SaleEstimatesPdf } from './SaleEstimatesPdf';
 import { SendSaleEstimateMail } from './SendSaleEstimateMail';
+import { GetSaleEstimateState } from './GetSaleEstimateState';
 
 @Service()
 export class SaleEstimatesApplication {
@@ -56,6 +57,9 @@ export class SaleEstimatesApplication {
   @Inject()
   private sendEstimateMailService: SendSaleEstimateMail;
 
+  @Inject()
+  private getSaleEstimateStateService: GetSaleEstimateState;
+
   /**
    * Create a sale estimate.
    * @param {number} tenantId - The tenant id.
@@ -249,4 +253,13 @@ export class SaleEstimatesApplication {
       saleEstimateId
     );
   }
+
+  /**
+   * Retrieves the current state of the sale estimate.
+   * @param {number} tenantId - The ID of the tenant.
+   * @returns {Promise<ISaleEstimateState>} - A promise resolving to the sale estimate state.
+   */
+  public getSaleEstimateStat(tenantId: number) {
+    return this.getSaleEstimateStateService.getSaleEstimateState(tenantId);
+  }
 }

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

@@ -0,0 +1,18 @@
+import { Service } from 'typedi';
+import { ISaleInvocieState } from '@/interfaces';
+
+@Service()
+export class GetSaleInvoiceState {
+  /**
+   *
+   * @param {Number} saleInvoiceId -
+   * @return {Promise<ISaleInvoice>}
+   */
+  public async getSaleInvoiceState(
+    tenantId: number
+  ): Promise<ISaleInvocieState> {
+    return {
+      defaultTemplateId: 1,
+    };
+  }
+}

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

@@ -28,6 +28,7 @@ import { SaleInvoiceNotifyBySms } from './SaleInvoiceNotifyBySms';
 import { SendInvoiceMailReminder } from './SendSaleInvoiceMailReminder';
 import { SendSaleInvoiceMail } from './SendSaleInvoiceMail';
 import { GetSaleInvoiceMailReminder } from './GetSaleInvoiceMailReminder';
+import { GetSaleInvoiceState } from './GetSaleInvoiceState';
 
 @Service()
 export class SaleInvoiceApplication {
@@ -73,6 +74,9 @@ export class SaleInvoiceApplication {
   @Inject()
   private getSaleInvoiceReminderService: GetSaleInvoiceMailReminder;
 
+  @Inject()
+  private getSaleInvoiceStateService: GetSaleInvoiceState;
+
   /**
    * Creates a new sale invoice with associated GL entries.
    * @param {number} tenantId
@@ -169,6 +173,16 @@ export class SaleInvoiceApplication {
     );
   }
 
+  /**
+   * Retrieves the sale invoice state.
+   * @param {number} tenantId
+   * @param {number} saleInvoiceId
+   * @returns
+   */
+  public getSaleInvoiceState(tenantId: number) {
+    return this.getSaleInvoiceStateService.getSaleInvoiceState(tenantId);
+  }
+
   /**
    * Mark the given sale invoice as delivered.
    * @param {number} tenantId

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

@@ -0,0 +1,18 @@
+import { Service } from 'typedi';
+import { IPaymentReceivedState } from '@/interfaces';
+
+@Service()
+export class GetPaymentReceivedState {
+  /**
+   * Retrieves the current state of the payment received.
+   * @param {number} tenantId - The ID of the tenant.
+   * @returns {Promise<IPaymentReceivedState>} - A promise resolving to the payment received state.
+   */
+  public async getPaymentReceivedState(
+    tenantId: number
+  ): Promise<IPaymentReceivedState> {
+    return {
+      defaultTemplateId: 1,
+    };
+  }
+}

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

@@ -19,6 +19,7 @@ import { GetPaymentReceivedInvoices } from './GetPaymentReceivedInvoices';
 import { PaymentReceiveNotifyBySms } from './PaymentReceivedSmsNotify';
 import GetPaymentReceivedPdf from './GetPaymentReceivedPdf';
 import { SendPaymentReceiveMailNotification } from './PaymentReceivedMailNotification';
+import { GetPaymentReceivedState } from './GetPaymentReceivedState';
 
 @Service()
 export class PaymentReceivesApplication {
@@ -49,6 +50,9 @@ export class PaymentReceivesApplication {
   @Inject()
   private getPaymentReceivePdfService: GetPaymentReceivedPdf;
 
+  @Inject()
+  private getPaymentReceivedStateService: GetPaymentReceivedState;
+
   /**
    * Creates a new payment receive.
    * @param {number} tenantId
@@ -223,4 +227,10 @@ export class PaymentReceivesApplication {
       paymentReceiveId
     );
   };
+
+  public getPaymentReceivedState = (tenantId: number) => {
+    return this.getPaymentReceivedStateService.getPaymentReceivedState(
+      tenantId
+    );
+  };
 }

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

@@ -0,0 +1,18 @@
+import { Service } from 'typedi';
+import { ISaleReceiptState } from '@/interfaces';
+
+@Service()
+export class GetSaleReceiptState {
+  /**
+   * Retireves the sale receipt state.
+   * @param {Number} tenantId -
+   * @return {Promise<ISaleReceiptState>}
+   */
+  public async getSaleReceiptState(
+    tenantId: number
+  ): Promise<ISaleReceiptState> {
+    return {
+      defaultTemplateId: 1,
+    };
+  }
+}

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

@@ -4,6 +4,7 @@ import {
   IFilterMeta,
   IPaginationMeta,
   ISaleReceipt,
+  ISaleReceiptState,
   ISalesReceiptsFilter,
   SaleReceiptMailOpts,
   SaleReceiptMailOptsDTO,
@@ -16,6 +17,7 @@ import { CloseSaleReceipt } from './CloseSaleReceipt';
 import { SaleReceiptsPdf } from './SaleReceiptsPdfService';
 import { SaleReceiptNotifyBySms } from './SaleReceiptNotifyBySms';
 import { SaleReceiptMailNotification } from './SaleReceiptMailNotification';
+import { GetSaleReceiptState } from './GetSaleReceiptState';
 
 @Service()
 export class SaleReceiptApplication {
@@ -46,6 +48,9 @@ export class SaleReceiptApplication {
   @Inject()
   private saleReceiptNotifyByMailService: SaleReceiptMailNotification;
 
+  @Inject()
+  private getSaleReceiptStateService: GetSaleReceiptState;
+
   /**
    * Creates a new sale receipt with associated entries.
    * @param {number} tenantId
@@ -207,4 +212,13 @@ export class SaleReceiptApplication {
       saleReceiptId
     );
   }
+
+  /**
+   * Retrieves the current state of the sale receipt.
+   * @param {number} tenantId - The ID of the tenant.
+   * @returns {Promise<ISaleReceiptState>} - A promise resolving to the sale receipt state.
+   */
+  public getSaleReceiptState(tenantId: number): Promise<ISaleReceiptState> {
+    return this.getSaleReceiptStateService.getSaleReceiptState(tenantId);
+  }
 }

packages/webapp/src/containers/Sales/CreditNotes/CreditNoteForm/CreditNoteFormProvider.tsx

@@ -17,10 +17,19 @@ import {
   useBranches,
   useSettingsCreditNotes,
   useInvoice,
+  useGetCreditNoteState,
+  CreditNoteStateResponse,
 } from '@/hooks/query';
 import { useGetPdfTemplates } from '@/hooks/query/pdf-templates';
 
-const CreditNoteFormContext = React.createContext();
+interface CreditNoteFormProviderValue {
+  creditNoteState: CreditNoteStateResponse;
+  isCreditNoteStateLoading: boolean;
+}
+
+const CreditNoteFormContext = React.createContext<CreditNoteFormProviderValue>(
+  {} as CreditNoteFormProviderValue,
+);
 
 /**
  * Credit note data provider.
@@ -78,6 +87,10 @@ function CreditNoteFormProvider({ creditNoteId, ...props }) {
   const { data: brandingTemplates, isLoading: isBrandingTemplatesLoading } =
     useGetPdfTemplates({ resource: 'PaymentReceive' });
 
+  // Fetches the credit note state.
+  const { data: creditNoteState, isLoading: isCreditNoteStateLoading } =
+    useGetCreditNoteState();
+
   // Handle fetching settings.
   useSettingsCreditNotes();
 
@@ -124,6 +137,10 @@ function CreditNoteFormProvider({ creditNoteId, ...props }) {
     // Branding templates.
     brandingTemplates,
     isBrandingTemplatesLoading,
+
+    // Credit note state
+    creditNoteState,
+    isCreditNoteStateLoading,
   };
 
   const isLoading =
@@ -140,6 +157,7 @@ function CreditNoteFormProvider({ creditNoteId, ...props }) {
   );
 }
 
-const useCreditNoteFormContext = () => React.useContext(CreditNoteFormContext);
+const useCreditNoteFormContext = () =>
+  React.useContext<CreditNoteFormProviderValue>(CreditNoteFormContext);
 
 export { CreditNoteFormProvider, useCreditNoteFormContext };

packages/webapp/src/containers/Sales/Estimates/EstimateForm/EstimateForm.tsx

@@ -58,6 +58,7 @@ function EstimateForm({
     submitPayload,
     createEstimateMutate,
     editEstimateMutate,
+    saleEstimateState,
   } = useEstimateFormContext();
 
   const estimateNumber = transactionNumber(
@@ -79,6 +80,7 @@ function EstimateForm({
           currency_code: base_currency,
           terms_conditions: defaultTo(estimateTermsConditions, ''),
           note: defaultTo(estimateCustomerNotes, ''),
+          pdf_template_id: saleEstimateState?.defaultTemplateId,
         }),
   };
 

packages/webapp/src/containers/Sales/Estimates/EstimateForm/EstimateFormProvider.tsx

@@ -11,6 +11,8 @@ import {
   useSettingsEstimates,
   useCreateEstimate,
   useEditEstimate,
+  useGetSaleEstimatesState,
+  ISaleEstimatesStateResponse,
 } from '@/hooks/query';
 import { useProjects } from '@/containers/Projects/hooks';
 import { useGetPdfTemplates } from '@/hooks/query/pdf-templates';
@@ -18,7 +20,12 @@ import { Features } from '@/constants';
 import { useFeatureCan } from '@/hooks/state';
 import { ITEMS_FILTER_ROLES } from './utils';
 
-const EstimateFormContext = createContext();
+interface EstimateFormProviderValues {
+  saleEstimateState: ISaleEstimatesStateResponse;
+  isSaleEstimateStateLoading: boolean;
+}
+
+const EstimateFormContext = createContext({} as EstimateFormProviderValues);
 
 /**
  * Estimate form provider.
@@ -76,6 +83,10 @@ function EstimateFormProvider({ query, estimateId, ...props }) {
   const { data: brandingTemplates, isLoading: isBrandingTemplatesLoading } =
     useGetPdfTemplates({ resource: 'SaleEstimate' });
 
+  // Fetches the sale estimate state.
+  const { data: saleEstimateState, isLoading: isSaleEstimateStateLoading } =
+    useGetSaleEstimatesState();
+
   // Handle fetch settings.
   useSettingsEstimates();
 
@@ -118,15 +129,21 @@ function EstimateFormProvider({ query, estimateId, ...props }) {
     createEstimateMutate,
     editEstimateMutate,
 
+    // Branding templates
     brandingTemplates,
     isBrandingTemplatesLoading,
+
+    // Estimate state
+    saleEstimateState,
+    isSaleEstimateStateLoading,
   };
 
   const isLoading =
     isCustomersLoading ||
     isItemsLoading ||
     isEstimateLoading ||
-    isBrandingTemplatesLoading;
+    isBrandingTemplatesLoading ||
+    isSaleEstimateStateLoading;
 
   return (
     <DashboardInsider loading={isLoading} name={'estimate-form'}>
@@ -135,6 +152,7 @@ function EstimateFormProvider({ query, estimateId, ...props }) {
   );
 }
 
-const useEstimateFormContext = () => useContext(EstimateFormContext);
+const useEstimateFormContext = () =>
+  useContext<EstimateFormProviderValues>(EstimateFormContext);
 
 export { EstimateFormProvider, useEstimateFormContext };

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

@@ -61,6 +61,7 @@ function InvoiceForm({
     createInvoiceMutate,
     editInvoiceMutate,
     submitPayload,
+    saleInvoiceState
   } = useInvoiceFormContext();
 
   // Invoice number.
@@ -83,6 +84,7 @@ function InvoiceForm({
           currency_code: base_currency,
           invoice_message: defaultTo(invoiceCustomerNotes, ''),
           terms_conditions: defaultTo(invoiceTermsConditions, ''),
+          pdf_template_id: saleInvoiceState?.defaultTemplateId,
           ...newInvoice,
         }),
   };

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

@@ -16,13 +16,22 @@ import {
   useEditInvoice,
   useSettingsInvoices,
   useEstimate,
+  useGetSaleInvoiceState,
+  GetSaleInvoiceStateResponse,
 } from '@/hooks/query';
 import { useProjects } from '@/containers/Projects/hooks';
 import { useTaxRates } from '@/hooks/query/taxRates';
 import { useGetPdfTemplates } from '@/hooks/query/pdf-templates';
 import { useGetPaymentServices } from '@/hooks/query/payment-services';
 
-const InvoiceFormContext = createContext();
+interface InvoiceFormContextValue {
+  saleInvoiceState: GetSaleInvoiceStateResponse | null;
+  isInvoiceStateLoading: boolean;
+}
+
+const InvoiceFormContext = createContext<InvoiceFormContextValue>(
+  {} as InvoiceFormContextValue,
+);
 
 /**
  * Accounts chart data provider.
@@ -100,6 +109,9 @@ function InvoiceFormProvider({ invoiceId, baseCurrency, ...props }) {
     isSuccess: isBranchesSuccess,
   } = useBranches({}, { enabled: isBranchFeatureCan });
 
+  const { data: saleInvoiceState, isLoading: isInvoiceStateLoading } =
+    useGetSaleInvoiceState();
+
   // Handle fetching settings.
   const { isLoading: isSettingsLoading } = useSettingsInvoices();
 
@@ -154,6 +166,10 @@ function InvoiceFormProvider({ invoiceId, baseCurrency, ...props }) {
     // Payment Services
     paymentServices,
     isPaymentServicesLoading,
+
+    // Invoice state
+    saleInvoiceState,
+    isInvoiceStateLoading,
   };
 
   return (
@@ -172,6 +188,7 @@ function InvoiceFormProvider({ invoiceId, baseCurrency, ...props }) {
   );
 }
 
-const useInvoiceFormContext = () => React.useContext(InvoiceFormContext);
+const useInvoiceFormContext = () =>
+  React.useContext<InvoiceFormContextValue>(InvoiceFormContext);
 
 export { InvoiceFormProvider, useInvoiceFormContext };

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

@@ -69,6 +69,7 @@ function PaymentReceiveForm({
     editPaymentReceiveMutate,
     createPaymentReceiveMutate,
     isExcessConfirmed,
+    paymentReceivedState,
   } = usePaymentReceiveFormContext();
 
   // Payment receive number.
@@ -77,29 +78,21 @@ function PaymentReceiveForm({
     paymentReceiveNextNumber,
   );
   // Form initial values.
-  const initialValues = useMemo(
-    () => ({
-      ...(!isEmpty(paymentReceiveEditPage)
-        ? transformToEditForm(paymentReceiveEditPage, paymentEntriesEditPage)
-        : {
-            ...defaultPaymentReceive,
-            // If the auto-increment mode is enabled, take the next payment
-            // number from the settings.
-            ...(paymentReceiveAutoIncrement && {
-              payment_receive_no: nextPaymentNumber,
-            }),
-            deposit_account_id: defaultTo(preferredDepositAccount, ''),
-            currency_code: base_currency,
+  const initialValues = {
+    ...(!isEmpty(paymentReceiveEditPage)
+      ? transformToEditForm(paymentReceiveEditPage, paymentEntriesEditPage)
+      : {
+          ...defaultPaymentReceive,
+          // If the auto-increment mode is enabled, take the next payment
+          // number from the settings.
+          ...(paymentReceiveAutoIncrement && {
+            payment_receive_no: nextPaymentNumber,
           }),
-    }),
-    [
-      paymentReceiveEditPage,
-      nextPaymentNumber,
-      paymentEntriesEditPage,
-      paymentReceiveAutoIncrement,
-      preferredDepositAccount,
-    ],
-  );
+          deposit_account_id: defaultTo(preferredDepositAccount, ''),
+          currency_code: base_currency,
+          pdf_template_id: paymentReceivedState.defaultTemplateId,
+        }),
+  };
   // Handle form submit.
   const handleSubmitForm = (
     values,

packages/webapp/src/containers/Sales/PaymentsReceived/PaymentReceiveForm/PaymentReceiveFormProvider.tsx

@@ -12,11 +12,21 @@ import {
   useBranches,
   useCreatePaymentReceive,
   useEditPaymentReceive,
+  usePaymentReceivedState,
+  PaymentReceivedStateResponse,
 } from '@/hooks/query';
 import { useGetPdfTemplates } from '@/hooks/query/pdf-templates';
 
+interface PaymentReceivedFormContextValue {
+  isPaymentReceivedStateLoading: boolean;
+  paymentReceivedState: PaymentReceivedStateResponse;
+}
+
 // Payment receive form context.
-const PaymentReceiveFormContext = createContext();
+const PaymentReceiveFormContext =
+  createContext<PaymentReceivedFormContextValue>(
+    {} as PaymentReceivedFormContextValue,
+  );
 
 /**
  * Payment receive form provider.
@@ -70,6 +80,12 @@ function PaymentReceiveFormProvider({ query, paymentReceiveId, ...props }) {
   const { data: brandingTemplates, isLoading: isBrandingTemplatesLoading } =
     useGetPdfTemplates({ resource: 'PaymentReceive' });
 
+  // Fetches the payment received initial state.
+  const {
+    data: paymentReceivedState,
+    isLoading: isPaymentReceivedStateLoading,
+  } = usePaymentReceivedState();
+
   // Detarmines whether the new mode.
   const isNewMode = !paymentReceiveId;
 
@@ -111,6 +127,10 @@ function PaymentReceiveFormProvider({ query, paymentReceiveId, ...props }) {
     // Branding templates
     brandingTemplates,
     isBrandingTemplatesLoading,
+
+    // Payment received state
+    isPaymentReceivedStateLoading,
+    paymentReceivedState,
   };
 
   const isLoading =
@@ -127,6 +147,6 @@ function PaymentReceiveFormProvider({ query, paymentReceiveId, ...props }) {
 }
 
 const usePaymentReceiveFormContext = () =>
-  useContext(PaymentReceiveFormContext);
+  useContext<PaymentReceivedFormContextValue>(PaymentReceiveFormContext);
 
 export { PaymentReceiveFormProvider, usePaymentReceiveFormContext };

packages/webapp/src/containers/Sales/Receipts/ReceiptForm/ReceiptForm.tsx

@@ -63,6 +63,7 @@ function ReceiptForm({
     createReceiptMutate,
     submitPayload,
     isNewMode,
+    saleReceiptState,
   } = useReceiptFormContext();
 
   // The next receipt number.
@@ -84,6 +85,7 @@ function ReceiptForm({
           currency_code: base_currency,
           receipt_message: receiptMessage,
           terms_conditions: receiptTermsConditions,
+          pdf_template_id: saleReceiptState?.pdfTemplateId,
         }),
   };
   // Handle the form submit.

packages/webapp/src/containers/Sales/Receipts/ReceiptForm/ReceiptFormProvider.tsx

@@ -13,11 +13,20 @@ import {
   useItems,
   useCreateReceipt,
   useEditReceipt,
+  useGetReceiptState,
+  IGetReceiptStateResponse,
 } from '@/hooks/query';
 import { useProjects } from '@/containers/Projects/hooks';
 import { useGetPdfTemplates } from '@/hooks/query/pdf-templates';
 
-const ReceiptFormContext = createContext();
+const ReceiptFormContext = createContext<ReceiptFormProviderValue>(
+  {} as ReceiptFormProviderValue,
+);
+
+interface ReceiptFormProviderValue {
+  isSaleReceiptStateLoading: boolean;
+  saleReceiptState: IGetReceiptStateResponse;
+}
 
 /**
  * Receipt form provider.
@@ -96,6 +105,10 @@ function ReceiptFormProvider({ receiptId, ...props }) {
   const { data: brandingTemplates, isLoading: isBrandingTemplatesLoading } =
     useGetPdfTemplates({ resource: 'SaleReceipt' });
 
+  // Fetches the sale receipt state.
+  const { data: saleReceiptState, isLoading: isSaleReceiptStateLoading } =
+    useGetReceiptState();
+
   // Fetch receipt settings.
   const { isLoading: isSettingLoading } = useSettingsReceipts();
 
@@ -137,6 +150,10 @@ function ReceiptFormProvider({ receiptId, ...props }) {
     // Branding templates
     brandingTemplates,
     isBrandingTemplatesLoading,
+
+    // State
+    isSaleReceiptStateLoading,
+    saleReceiptState,
   };
   const isLoading =
     isReceiptLoading ||
@@ -144,7 +161,8 @@ function ReceiptFormProvider({ receiptId, ...props }) {
     isCustomersLoading ||
     isItemsLoading ||
     isSettingLoading ||
-    isBrandingTemplatesLoading;
+    isBrandingTemplatesLoading ||
+    isSaleReceiptStateLoading;
 
   return (
     <DashboardInsider loading={isLoading} name={'receipt-form'}>
@@ -153,6 +171,7 @@ function ReceiptFormProvider({ receiptId, ...props }) {
   );
 }
 
-const useReceiptFormContext = () => React.useContext(ReceiptFormContext);
+const useReceiptFormContext = () =>
+  React.useContext<ReceiptFormProviderValue>(ReceiptFormContext);
 
 export { ReceiptFormProvider, useReceiptFormContext };

packages/webapp/src/hooks/query/creditNote.tsx

@@ -1,7 +1,7 @@
 // @ts-nocheck
 import { useQueryClient, useMutation } from 'react-query';
 import { useRequestQuery } from '../useQueryRequest';
-import { transformPagination } from '@/utils';
+import { transformPagination, transformToCamelCase } from '@/utils';
 import useApiRequest from '../useRequest';
 import { useRequestPdf } from '../useRequestPdf';
 import t from './types';
@@ -356,3 +356,21 @@ export function useRefundCreditTransaction(id, props, requestProps) {
 export function usePdfCreditNote(creditNoteId) {
   return useRequestPdf({ url: `sales/credit_notes/${creditNoteId}` });
 }
+
+export interface CreditNoteStateResponse {
+  defaultTemplateId: number;
+}
+export function useGetCreditNoteState(
+  options?: UseQueryOptions<CreditNoteStateResponse, Error>,
+): UseQueryResult<CreditNoteStateResponse, Error> {
+  const apiRequest = useApiRequest();
+
+  return useQuery<CreditNoteStateResponse, Error>(
+    ['CREDIT_NOTE_STATE'],
+    () =>
+      apiRequest
+        .get('/sales/credit_notes/state')
+        .then((res) => transformToCamelCase(res.data?.data)),
+    { ...options },
+  );
+}

packages/webapp/src/hooks/query/estimates.tsx

@@ -2,7 +2,7 @@
 import { useQueryClient, useMutation } from 'react-query';
 import { useRequestQuery } from '../useQueryRequest';
 import useApiRequest from '../useRequest';
-import { transformPagination } from '@/utils';
+import { transformPagination, transformToCamelCase } from '@/utils';
 import t from './types';
 import { useRequestPdf } from '../useRequestPdf';
 
@@ -270,3 +270,22 @@ export function useSaleEstimateDefaultOptions(estimateId, props) {
     },
   );
 }
+
+export interface ISaleEstimatesStateResponse {
+  defaultTemplateId: number;
+}
+
+export function useGetSaleEstimatesState(
+  options?: UseQueryOptions<ISaleEstimatesStateResponse, Error>,
+): UseQueryResult<ISaleEstimatesStateResponse, Error> {
+  const apiRequest = useApiRequest();
+
+  return useQuery<ISaleEstimatesStateResponse, Error>(
+    ['SALE_ESTIMATES_STATE'],
+    () =>
+      apiRequest
+        .get('/sales/estimates/state')
+        .then((res) => transformToCamelCase(res.data?.data)),
+    { ...options },
+  );
+}

packages/webapp/src/hooks/query/invoices.tsx

@@ -1,7 +1,7 @@
 // @ts-nocheck
-import { useQueryClient, useMutation } from 'react-query';
+import { useQueryClient, useMutation, useQuery } from 'react-query';
 import { useRequestQuery } from '../useQueryRequest';
-import { transformPagination } from '@/utils';
+import { transformPagination, transformToCamelCase } from '@/utils';
 import useApiRequest from '../useRequest';
 import { useRequestPdf } from '../useRequestPdf';
 import t from './types';
@@ -341,3 +341,22 @@ export function useSaleInvoiceDefaultOptions(invoiceId, props) {
     },
   );
 }
+
+export interface GetSaleInvoiceStateResponse {
+  defaultTemplateId: number;
+}
+
+export function useGetSaleInvoiceState(
+  options?: UseQueryOptions<GetSaleInvoiceStateResponse, Error>,
+): UseQueryResult<GetSaleInvoiceStateResponse, Error> {
+  const apiRequest = useApiRequest();
+
+  return useQuery<GetSaleInvoiceStateResponse, Error>(
+    ['SALE_INVOICE_STATE'],
+    () =>
+      apiRequest
+        .get(`/sales/invoices/state`)
+        .then((res) => transformToCamelCase(res.data?.data)),
+    { ...options },
+  );
+}

packages/webapp/src/hooks/query/paymentReceives.tsx

@@ -1,11 +1,17 @@
 // @ts-nocheck
-import { useMutation, useQueryClient } from 'react-query';
-import { useRequestQuery } from '../useQueryRequest';
+import {
+  useMutation,
+  useQueryClient,
+  QueryClient,
+  UseQueryOptions,
+  UseQueryResult,
+  useQuery,
+} from 'react-query';
 import useApiRequest from '../useRequest';
+import { useRequestQuery } from '../useQueryRequest';
 import { transformPagination, saveInvoke } from '@/utils';
-
-import t from './types';
 import { useRequestPdf } from '../useRequestPdf';
+import t from './types';
 
 // Common invalidate queries.
 const commonInvalidateQueries = (client) => {
@@ -269,3 +275,31 @@ export function usePaymentReceiveDefaultOptions(paymentReceiveId, props) {
     },
   );
 }
+
+export interface PaymentReceivedStateResponse {
+  defaultTemplateId: number;
+}
+
+/**
+ * Retrieves the payment receive state.
+ * @param {Record<string, any>} query - Query parameters for the request.
+ * @param {UseQueryOptions<PaymentReceivedStateResponse, Error>} options - Optional query options.
+ * @returns {UseQueryResult<PaymentReceivedStateResponse, Error>} The query result.
+ */
+export function usePaymentReceivedState(
+  query: Record<string, any>,
+  options?: UseQueryOptions<PaymentReceivedStateResponse, Error>,
+): UseQueryResult<PaymentReceivedStateResponse, Error> {
+  const apiRequest = useApiRequest();
+
+  return useQuery<PaymentReceivedStateResponse, Error>(
+    [t.PAYMENT_RECEIVE_STATE, query],
+    () =>
+      apiRequest
+        .get('/sales/payment_receives/state', { params: query })
+        .then((res) => res.data),
+    {
+      ...options,
+    },
+  );
+}

packages/webapp/src/hooks/query/receipts.tsx

@@ -1,5 +1,11 @@
 // @ts-nocheck
-import { useQueryClient, useMutation } from 'react-query';
+import {
+  useQueryClient,
+  useMutation,
+  UseQueryResult,
+  UseQueryOptions,
+  useQuery,
+} from 'react-query';
 import { useRequestQuery } from '../useQueryRequest';
 import useApiRequest from '../useRequest';
 import { transformPagination } from '@/utils';
@@ -244,3 +250,22 @@ export function useSaleReceiptDefaultOptions(invoiceId, props) {
     },
   );
 }
+
+export interface IGetReceiptStateResponse {
+  pdfTemplateId: number;
+}
+
+export function useGetReceiptState(
+  options?: UseQueryOptions<IGetReceiptStateResponse, Error>,
+): UseQueryResult<IGetReceiptStateResponse, Error> {
+  const apiRequest = useApiRequest();
+
+  return useQuery<IGetReceiptStateResponse, Error>(
+    ['SALE_RECEIPT_STATE'],
+    () =>
+      apiRequest
+        .get(`/sales/receipts/state`)
+        .then((res) => transformToCamelCase(res.data?.data)),
+    { ...options },
+  );
+}