feat: mail receipt preview

packages/server/src/models/CreditNote.ts

@@ -176,6 +176,7 @@ export default class CreditNote extends mixin(TenantModel, [
     const Branch = require('models/Branch');
     const Document = require('models/Document');
     const Warehouse = require('models/Warehouse');
+    const { PdfTemplate } = require('models/PdfTemplate');
 
     return {
       /**
@@ -266,6 +267,18 @@ export default class CreditNote extends mixin(TenantModel, [
           query.where('model_ref', 'CreditNote');
         },
       },
+
+      /**
+       * Credit note may belongs to pdf branding template.
+       */
+      pdfTemplate: {
+        relation: Model.BelongsToOneRelation,
+        modelClass: PdfTemplate,
+        join: {
+          from: 'credit_notes.pdfTemplateId',
+          to: 'pdf_templates.id',
+        },
+      },
     };
   }
 

packages/server/src/models/PaymentReceive.ts

@@ -61,6 +61,7 @@ export default class PaymentReceive extends mixin(TenantModel, [
     const Account = require('models/Account');
     const Branch = require('models/Branch');
     const Document = require('models/Document');
+    const { PdfTemplate } = require('models/PdfTemplate');
 
     return {
       customer: {
@@ -135,6 +136,18 @@ export default class PaymentReceive extends mixin(TenantModel, [
           query.where('model_ref', 'PaymentReceive');
         },
       },
+
+      /**
+       * Payment received may belongs to pdf branding template.
+       */
+      pdfTemplate: {
+        relation: Model.BelongsToOneRelation,
+        modelClass: PdfTemplate,
+        join: {
+          from: 'payment_receives.pdfTemplateId',
+          to: 'pdf_templates.id',
+        },
+      },
     };
   }
 

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

@@ -1,9 +1,10 @@
-import { Inject } from 'typedi';
+import { Inject, Service } from 'typedi';
 import { SendSaleEstimateMail } from './SendSaleEstimateMail';
 import HasTenancyService from '@/services/Tenancy/TenancyService';
 import { GetSaleEstimateMailStateTransformer } from './GetSaleEstimateMailStateTransformer';
 import { TransformerInjectable } from '@/lib/Transformer/TransformerInjectable';
 
+@Service()
 export class GetSaleEstimateMailState {
   @Inject()
   private estimateMail: SendSaleEstimateMail;

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

@@ -9,7 +9,10 @@ export class GetSaleEstimateMailStateTransformer extends SaleEstimateTransfromer
   public includeAttributes = (): string[] => {
     return [
       'estimateDate',
-      'formattedEstimateDate',
+      'estimateDateFormatted',
+
+      'expirationDate',
+      'expirationDateFormatted',
 
       'total',
       'totalFormatted',
@@ -17,8 +20,7 @@ export class GetSaleEstimateMailStateTransformer extends SaleEstimateTransfromer
       'subtotal',
       'subtotalFormatted',
 
-      'estimateNo',
-
+      'estimateNumber',
       'entries',
 
       'companyName',
@@ -62,10 +64,65 @@ export class GetSaleEstimateMailStateTransformer extends SaleEstimateTransfromer
   };
 
   /**
-   *
-   * @param invoice
+   * Retrieves the estimate number.
+   */
+  protected estimateDateFormatted = (estimate) => {
+    return this.formattedEstimateDate(estimate);
+  };
+
+  /**
+   * Retrieves the expiration date of the estimate.
+   * @param estimate
+   * @returns {string}
+   */
+  protected expirationDateFormatted = (estimate) => {
+    return this.formattedExpirationDate(estimate);
+  };
+
+  /**
+   * Retrieves the total amount of the estimate.
+   * @param estimate
    * @returns
    */
+  protected total(estimate) {
+    return estimate.amount;
+  }
+
+  /**
+   * Retrieves the subtotal amount of the estimate.
+   * @param estimate
+   * @returns {number}
+   */
+  protected subtotal(estimate) {
+    return estimate.amount;
+  }
+
+  /**
+   * Retrieves the formatted total of the estimate.
+   * @param estimate
+   * @returns {string}
+   */
+  protected totalFormatted(estimate) {
+    return this.formatMoney(estimate.amount, {
+      currencyCode: estimate.currencyCode,
+      money: true,
+    });
+  }
+
+  /**
+   * Retrieves the formatted subtotal of the estimate.
+   * @param estimate
+   * @returns {string}
+   */
+  protected subtotalFormatted = (estimate) => {
+    return this.formatNumber(estimate.amount, { money: false });
+  };
+
+  /**
+   * Retrieves the estimate entries.
+   * @param invoice
+   * @returns {Array}
+   */
   protected entries = (invoice) => {
     return this.item(
       invoice.entries,
@@ -92,9 +149,18 @@ class GetSaleEstimateMailStateEntryTransformer extends ItemEntryTransformer {
     return ['*'];
   };
 
+  /**
+   * Item name.
+   * @param entry
+   * @returns
+   */
+  public name = (entry) => {
+    return entry.item.name;
+  };
+
   public includeAttributes = (): string[] => {
     return [
-      'description',
+      'name',
       'quantity',
       'unitPrice',
       'unitPriceFormatted',

packages/server/src/services/Sales/PaymentReceived/GetPaymentReceivedMailState.tsx

@@ -32,6 +32,7 @@ export class GetPaymentReceivedMailState {
       .findById(paymentId)
       .withGraphFetched('customer')
       .withGraphFetched('entries.invoice')
+      .withGraphFetched('pdfTemplate')
       .throwIfNotFound();
 
     const mailOptions =

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

@@ -26,7 +26,10 @@ export class GetPaymentReceivedMailStateTransformer extends PaymentReceiveTransf
       'total',
       'totalFormatted',
 
-      'paymentNo',
+      'subtotal',
+      'subtotalFormatted',
+
+      'paymentNumber',
 
       'entries',
 
@@ -87,6 +90,17 @@ export class GetPaymentReceivedMailStateTransformer extends PaymentReceiveTransf
     return this.formatMoney(payment.paymentAmount);
   };
 
+  /**
+   * Retrieves the payment amount.
+   * @param payment
+   * @returns {number}
+   */
+  protected total = (payment) => {
+    return this.formatNumber(payment.amount, {
+      money: false,
+    });
+  };
+
   /**
    * Retrieves the formatted payment amount.
    * @returns {string}
@@ -95,6 +109,34 @@ export class GetPaymentReceivedMailStateTransformer extends PaymentReceiveTransf
     return this.formatMoney(payment.total);
   };
 
+  /**
+   * Retrieves the payment amount.
+   * @param payment
+   * @returns {number}
+   */
+  protected subtotal = (payment) => {
+    return this.formatNumber(payment.amount, {
+      money: false,
+    });
+  };
+
+  /**
+   * Retrieves the formatted payment amount.
+   * @returns {string}
+   */
+  protected subtotalFormatted = (payment) => {
+    return this.formatMoney(payment.total);
+  };
+
+  /**
+   * Retrieves the payment number.
+   * @param payment
+   * @returns {string}
+   */
+  protected paymentNumber = (payment) => {
+    return payment.paymentReceiveNo;
+  };
+
   /**
    * Retrieves the payment entries.
    * @param {IPaymentReceived} payment

packages/webapp/src/containers/Sales/Estimates/EstimateSendMailDrawer/EstimateSendMailReceipt.tsx

@@ -5,7 +5,7 @@ import {
   SendMailReceiptProps,
 } from '../SendMailViewDrawer/SendMailViewReceiptPreview';
 
-interface EstimateSendMailReceiptProps extends SendMailReceiptProps {
+export interface EstimateSendMailReceiptProps extends SendMailReceiptProps {
   // # Company name.
   companyLogoUri?: string;
   companyName: string;

packages/webapp/src/containers/Sales/Estimates/EstimateSendMailDrawer/EstimateSendMailReceiptPreview.tsx

@@ -1,39 +1,20 @@
 import { css } from '@emotion/css';
-import { EstimateSendMailReceipt } from './EstimateSendMailReceipt';
+import { ComponentType, useMemo } from 'react';
+import { EstimateSendMailReceipt, EstimateSendMailReceiptProps } from './EstimateSendMailReceipt';
 import { EstimateSendMailPreviewHeader } from './EstimateSendMailPreviewHeader';
 import { Stack } from '@/components';
+import { useEstimateSendMailBoot } from './EstimateSendMailBoot';
+import { useSendEstimateMailMessage } from './hooks';
+import { defaultEstimateMailReceiptProps } from './_constants';
 
-const defaultEstimateMailReceiptProps = {
-  companyName: 'Bigcapital Technology, Inc.',
-  companyLogoUri: ' ',
 
-  total: '$1,000.00',
-  subtotal: '$1,000.00',
-  estimateNumber: 'INV-0001',
-  expirationDate: '2 Oct 2024',
-  dueAmount: '$1,000.00',
-  items: [{ label: 'Web development', total: '$1000.00', quantity: 1 }],
-  message: `Hi Ahmed Bouhuolia,
-
-Here's invoice # INV-00002 for $738.30
-
-The amount outstanding of $737.30 is due on 01 Feb 2023.
-
-From your online payment page you can print a PDF or view your outstanding bills.
-
-If you have any questions, please let us know.
-
-Thanks,
-Bigcapital`,
-};
 export const EstimateSendMailReceiptPreview = () => {
   return (
     <Stack>
       <EstimateSendMailPreviewHeader />
 
       <Stack px={4} py={6}>
-        <EstimateSendMailReceipt
-          {...defaultEstimateMailReceiptProps}
+        <EstimateSendMailReceiptConnected
           className={css`
             margin: 0 auto;
             border-radius: 5px !important;
@@ -46,3 +27,44 @@ export const EstimateSendMailReceiptPreview = () => {
     </Stack>
   );
 };
+
+/**
+ * Injects props from estimate mail state into the `EstimateSendMailReceipt` component.
+ */
+const withEstimateMailReceiptPreviewProps = <
+  P extends EstimateSendMailReceiptProps,
+>(
+  WrappedComponent: ComponentType<P & EstimateSendMailReceiptProps>,
+) => {
+  return function WithInvoiceMailReceiptPreviewProps(props: P) {
+    const { estimateMailState } = useEstimateSendMailBoot();
+    const message = useSendEstimateMailMessage();
+
+    const items = useMemo(
+      () =>
+        estimateMailState?.entries?.map((entry: any) => ({
+          quantity: entry.quantity,
+          total: entry.totalFormatted,
+          label: entry.name,
+        })),
+      [estimateMailState?.entries],
+    );
+
+    const mailReceiptPreviewProps = {
+      ...defaultEstimateMailReceiptProps,
+      companyName: estimateMailState?.companyName,
+      companyLogoUri: estimateMailState?.companyLogoUri,
+      primaryColor: estimateMailState?.primaryColor,
+      total: estimateMailState?.totalFormatted,
+      expirationDate: estimateMailState?.expirationDateFormatted,
+      estimateNumber: estimateMailState?.estimateNumber,
+      estimateDate: estimateMailState?.estimateDateFormatted,
+      items,
+      message
+    };
+    return <WrappedComponent {...mailReceiptPreviewProps} {...props} />;
+  };
+};
+const EstimateSendMailReceiptConnected = withEstimateMailReceiptPreviewProps(
+  EstimateSendMailReceipt
+);

packages/webapp/src/containers/Sales/Estimates/EstimateSendMailDrawer/_constants.ts

@@ -0,0 +1,23 @@
+export const defaultEstimateMailReceiptProps = {
+  companyName: 'Bigcapital Technology, Inc.',
+  companyLogoUri: ' ',
+
+  total: '$1,000.00',
+  subtotal: '$1,000.00',
+  estimateNumber: 'INV-0001',
+  expirationDate: '2 Oct 2024',
+  dueAmount: '$1,000.00',
+  items: [{ label: 'Web development', total: '$1000.00', quantity: 1 }],
+  message: `Hi Ahmed Bouhuolia,
+
+Here's invoice # INV-00002 for $738.30
+
+The amount outstanding of $737.30 is due on 01 Feb 2023.
+
+From your online payment page you can print a PDF or view your outstanding bills.
+
+If you have any questions, please let us know.
+
+Thanks,
+Bigcapital`,
+};

packages/webapp/src/containers/Sales/PaymentsReceived/PaymentReceivedMailDrawer/PaymentReceivedMailPreviewReceipt.tsx

@@ -1,23 +1,14 @@
 import { css } from '@emotion/css';
-import { PaymentReceivedMailReceipt } from './PaymentReceivedMailReceipt';
+import { ComponentType, useMemo } from 'react';
+import {
+  PaymentReceivedMailReceipt,
+  PaymentReceivedMailReceiptProps,
+} from './PaymentReceivedMailReceipt';
 import { PaymentReceivedMailPreviewHeader } from './PaymentReceivedMailPreviewHeader';
 import { Stack } from '@/components';
-
-const defaultPaymentReceiptMailProps = {
-  companyName: 'Company Name',
-  companyLogoUri: 'https://via.placeholder.com/150',
-  primaryColor: 'rgb(0, 82, 204)',
-  paymentDate: '2021-01-01',
-  paymentDateLabel: 'Payment Date',
-  total: '100.00',
-  totalLabel: 'Total',
-  paymentNumber: '123456',
-  paymentNumberLabel: 'Payment #',
-  message: 'Thank you for your payment!',
-  subtotal: '100.00',
-  subtotalLabel: 'Subtotal',
-  items: [{ label: 'Invoice 1', total: '100.00' }],
-};
+import { useSendPaymentReceivedtMailMessage } from './_hooks';
+import { usePaymentReceivedSendMailBoot } from './PaymentReceivedMailBoot';
+import { defaultPaymentReceiptMailProps } from './_constants';
 
 export function PaymentReceivedMailPreviewReceipt() {
   return (
@@ -25,8 +16,7 @@ export function PaymentReceivedMailPreviewReceipt() {
       <PaymentReceivedMailPreviewHeader />
 
       <Stack px={4} py={6}>
-        <PaymentReceivedMailReceipt
-          {...defaultPaymentReceiptMailProps}
+        <PaymentReceivedMailReceiptPreviewConnected
           className={css`
             margin: 0 auto;
             border-radius: 5px !important;
@@ -39,3 +29,43 @@ export function PaymentReceivedMailPreviewReceipt() {
     </Stack>
   );
 }
+
+/**
+ * Injects props from invoice mail state into the InvoiceMailReceiptPreview component.
+ */
+const withPaymentReceivedMailReceiptPreviewProps = <
+  P extends PaymentReceivedMailReceiptProps,
+>(
+  WrappedComponent: ComponentType<P & PaymentReceivedMailReceiptProps>,
+) => {
+  return function WithInvoiceMailReceiptPreviewProps(props: P) {
+    const message = useSendPaymentReceivedtMailMessage();
+    const { paymentReceivedMailState } = usePaymentReceivedSendMailBoot();
+
+    const items = useMemo(
+      () =>
+        paymentReceivedMailState?.entries?.map((entry: any) => ({
+          quantity: entry.quantity,
+          total: entry.totalFormatted,
+          label: entry.name,
+        })),
+      [paymentReceivedMailState?.entries],
+    );
+
+    const mailPaymentReceivedPreviewProps = {
+      ...defaultPaymentReceiptMailProps,
+      companyName: paymentReceivedMailState?.companyName,
+      companyLogoUri: paymentReceivedMailState?.companyLogoUri,
+      primaryColor: paymentReceivedMailState?.primaryColor,
+      total: paymentReceivedMailState?.totalFormatted,
+      subtotal: paymentReceivedMailState?.subtotalFormatted,
+      paymentNumber: paymentReceivedMailState?.paymentNumber,
+      items,
+      message,
+    };
+    return <WrappedComponent {...mailPaymentReceivedPreviewProps} {...props} />;
+  };
+};
+
+export const PaymentReceivedMailReceiptPreviewConnected =
+  withPaymentReceivedMailReceiptPreviewProps(PaymentReceivedMailReceipt);

packages/webapp/src/containers/Sales/PaymentsReceived/PaymentReceivedMailDrawer/_constants.ts

@@ -0,0 +1,15 @@
+export const defaultPaymentReceiptMailProps = {
+  companyName: 'Company Name',
+  companyLogoUri: 'https://via.placeholder.com/150',
+  primaryColor: 'rgb(0, 82, 204)',
+  paymentDate: '2021-01-01',
+  paymentDateLabel: 'Payment Date',
+  total: '100.00',
+  totalLabel: 'Total',
+  paymentNumber: '123456',
+  paymentNumberLabel: 'Payment #',
+  message: 'Thank you for your payment!',
+  subtotal: '100.00',
+  subtotalLabel: 'Subtotal',
+  items: [{ label: 'Invoice 1', total: '100.00' }],
+};

packages/webapp/src/containers/Sales/Receipts/ReceiptSendMailDrawer/ReceiptSendMailPreview.tsx

@@ -1,22 +1,14 @@
+import { ComponentType } from 'react';
+import { css } from '@emotion/css';
 import { Stack } from '@/components';
 import { ReceiptSendMailPreviewHeader } from './ReceiptSendMailPreviewHeader';
-import { ReceiptSendMailReceipt } from './ReceiptSendMailReceipt';
-import { css } from '@emotion/css';
-
-const defaultReceiptMailProps = {
-  companyLogoUri: 'https://via.placeholder.com/150',
-  companyName: 'Company Name',
-  receiptNumber: '1234',
-  total: '1000',
-  message: 'Thank you for your business!',
-  items: [
-    { label: 'Item 1', quantity: 1, total: '500' },
-    { label: 'Item 2', quantity: 2, total: '500' },
-  ],
-  subtotal: '1000',
-  showViewReceiptButton: true,
-  viewReceiptButtonLabel: 'View Receipt',
-};
+import {
+  ReceiptSendMailReceipt,
+  ReceiptSendMailReceiptProps,
+} from './ReceiptSendMailReceipt';
+import { defaultReceiptMailProps } from './_constants';
+import { useReceiptSendMailBoot } from './ReceiptSendMailBoot';
+import { useSendReceiptMailMessage } from './_hooks';
 
 export function ReceiptSendMailPreview() {
   return (
@@ -24,8 +16,7 @@ export function ReceiptSendMailPreview() {
       <ReceiptSendMailPreviewHeader />
 
       <Stack px={4} py={6}>
-        <ReceiptSendMailReceipt
-          {...defaultReceiptMailProps}
+        <ReceiptMailPreviewConnected
           className={css`
             margin: 0 auto;
             border-radius: 5px !important;
@@ -38,3 +29,45 @@ export function ReceiptSendMailPreview() {
     </Stack>
   );
 }
+
+/**
+ * Injects props from receipt mail state into the `ReceiptMailPreviewConnected` component.
+ */
+const withReceiptMailReceiptPreviewProps = <
+  P extends ReceiptSendMailReceiptProps,
+>(
+  WrappedComponent: ComponentType<P & ReceiptSendMailReceiptProps>,
+) => {
+  return function WithInvoiceMailReceiptPreviewProps(props: P) {
+    const message = useSendReceiptMailMessage();
+    const { receiptMailState } = useReceiptSendMailBoot();
+
+    // const items = useMemo(
+    //   () =>
+    //     invoiceMailState?.entries?.map((entry: any) => ({
+    //       quantity: entry.quantity,
+    //       total: entry.totalFormatted,
+    //       label: entry.name,
+    //     })),
+    //   [invoiceMailState?.entries],
+    // );
+
+    const mailReceiptPreviewProps = {
+      ...defaultReceiptMailProps,
+      // companyName: receiptMailState?.companyName,
+      // companyLogoUri: receiptMailState?.companyLogoUri,
+      // primaryColor: receiptMailState?.primaryColor,
+      // total: receiptMailState?.totalFormatted,
+      // dueDate: receiptMailState?.dueDateFormatted,
+      // dueAmount: invoiceMailState?.dueAmountFormatted,
+      // invoiceNumber: invoiceMailState?.invoiceNo,
+      // items,
+      message,
+    };
+    return <WrappedComponent {...mailReceiptPreviewProps} {...props} />;
+  };
+};
+
+export const ReceiptMailPreviewConnected = withReceiptMailReceiptPreviewProps(
+  ReceiptSendMailReceipt,
+);

packages/webapp/src/containers/Sales/Receipts/ReceiptSendMailDrawer/ReceiptSendMailPreviewTabs.tsx

@@ -1,8 +1,17 @@
-import { Suspense } from 'react';
+import { lazy, Suspense } from 'react';
 import { Tab } from '@blueprintjs/core';
 import { SendMailViewPreviewTabs } from '../../Estimates/SendMailViewDrawer/SendMailViewPreviewTabs';
-import { ReceiptSendMailPreview } from './ReceiptSendMailPreview';
-import { ReceiptSendMailPdfPreview } from './ReceiptSendMailPdfPreview';
+
+const ReceiptSendMailPreview = lazy(() =>
+  import('./ReceiptSendMailPreview').then((module) => ({
+    default: module.ReceiptSendMailPreview,
+  })),
+);
+const ReceiptSendMailPdfPreview = lazy(() =>
+  import('./ReceiptSendMailPdfPreview').then((module) => ({
+    default: module.ReceiptSendMailPdfPreview,
+  })),
+);
 
 export function ReceiptSendMailPreviewTabs() {
   return (

packages/webapp/src/containers/Sales/Receipts/ReceiptSendMailDrawer/ReceiptSendMailReceipt.tsx

@@ -5,7 +5,7 @@ import {
   SendMailReceiptProps,
 } from '../../Estimates/SendMailViewDrawer/SendMailViewReceiptPreview';
 
-interface ReceiptSendMailReceiptProps extends SendMailReceiptProps {
+export interface ReceiptSendMailReceiptProps extends SendMailReceiptProps {
   // # Company name.
   companyLogoUri?: string;
   companyName: string;

packages/webapp/src/containers/Sales/Receipts/ReceiptSendMailDrawer/_constants.ts

@@ -0,0 +1,14 @@
+export const defaultReceiptMailProps = {
+  companyLogoUri: 'https://via.placeholder.com/150',
+  companyName: 'Company Name',
+  receiptNumber: '1234',
+  total: '1000',
+  message: 'Thank you for your business!',
+  items: [
+    { label: 'Item 1', quantity: 1, total: '500' },
+    { label: 'Item 2', quantity: 2, total: '500' },
+  ],
+  subtotal: '1000',
+  showViewReceiptButton: true,
+  viewReceiptButtonLabel: 'View Receipt',
+};

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

@@ -269,12 +269,27 @@ export interface SaleEstimateMailStateResponse {
   companyName: string;
   customerName: string;
   entries: Array<any>;
+
   estimateDate: string;
+  estimateDateFormatted: string;
+
+  expirationDate: string;
+  expirationDateFormatted: string;
+
+  primaryColor: string;
+
+  total: number;
+  totalFormatted: string;
+
+  subtotal: number;
+  subtotalFormatted: string;
+
+  estimateNumber: string;
+
   formatArgs: {
     customerName: string;
     estimateAmount: string;
   };
-  formattedEstimateDate: string;
   from: Array<string>;
   fromOptions: Array<any>;
   message: string;

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

@@ -264,15 +264,29 @@ export function useSendPaymentReceiveMail(props) {
 export interface GetPaymentReceivedMailStateResponse {
   companyName: string;
   customerName: string;
+
   entries: Array<{ paymentAmountFormatted: string }>;
+
   from: Array<string>;
   fromOptions: Array<{ mail: string; label: string; primary: boolean }>;
+
   paymentAmountFormatted: string;
+
   paymentDate: string;
   paymentDateFormatted: string;
+
   to: Array<string>;
   toOptions: Array<{ mail: string; label: string; primary: boolean }>;
+
+  total: number;
   totalFormatted: string;
+
+  subtotal: number;
+  subtotalFormatted: string;
+
+  paymentNumber: string;
+  companyLogoUri?: string;
+  primaryColor?: string;
 }
 
 export function usePaymentReceivedMailState(