Merge pull request #291 from bigcapitalhq/BIG-81

feat: Add default customer message and terms conditions to sales transactions

packages/server/src/data/options.ts

@@ -59,6 +59,12 @@ export default {
     auto_increment: {
       type: 'boolean',
     },
+    customer_notes: {
+      type: 'string',
+    },
+    terms_conditions: {
+      type: 'string',
+    },
   },
   sales_receipts: {
     next_number: {
@@ -73,6 +79,12 @@ export default {
     preferred_deposit_account: {
       type: 'number',
     },
+    receipt_message: {
+      type: 'string',
+    },
+    terms_conditions: {
+      type: 'string',
+    },
   },
   sales_invoices: {
     next_number: {
@@ -84,6 +96,12 @@ export default {
     auto_increment: {
       type: 'boolean',
     },
+    customer_notes: {
+      type: 'string',
+    },
+    terms_conditions: {
+      type: 'string',
+    },
   },
   payment_receives: {
     next_number: {
@@ -147,6 +165,12 @@ export default {
     auto_increment: {
       type: 'boolean',
     },
+    customer_notes: {
+      type: 'string',
+    },
+    terms_conditions: {
+      type: 'string',
+    },
   },
   vendor_credit: {
     next_number: {

packages/webapp/src/constants/preferencesMenu.tsx

@@ -12,6 +12,22 @@ export default [
     text: <T id={'users'} />,
     href: '/preferences/users',
   },
+  {
+    text: <T id={'preferences.estimates'} />,
+    href: '/preferences/estimates',
+  },
+  {
+    text: <T id={'preferences.invoices'} />,
+    href: '/preferences/invoices',
+  },
+  {
+    text: <T id={'preferences.receipts'} />,
+    href: '/preferences/receipts',
+  },
+  {
+    text: <T id={'preferences.creditNotes'} />,
+    href: '/preferences/credit-notes',
+  },
   {
     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 { PreferencesCreditNotesFormPage } from './PreferencesCreditNotesFormPage';
+
+/**
+ * Credit notes preferences.
+ */
+export function PreferencesCreditNotes() {
+  return (
+    <PreferencesCreditNotesBoot>
+      <PreferencesCreditNotesFormPage />
+    </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 PreferencesCreditNotesFormSchema = Schema;

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

@@ -0,0 +1,74 @@
+// @ts-nocheck
+import styled from 'styled-components';
+import { Form } from 'formik';
+import { Button, Intent } from '@blueprintjs/core';
+import { useHistory } from 'react-router-dom';
+
+import { FormattedMessage as T, FFormGroup, FTextArea } from '@/components';
+
+/**
+ * Preferences credit notes form.
+ */
+export function PreferencesCreditNotesForm({ isSubmitting }) {
+  const history = useHistory();
+
+  // Handle close click.
+  const handleCloseClick = () => {
+    history.go(-1);
+  };
+
+  return (
+    <Form>
+      {/* ---------- Customer Notes ----------  */}
+      <FFormGroup
+        name={'customerNotes'}
+        label={<T id={'pref.creditNotes.customerNotes.field'} />}
+        fastField={true}
+      >
+        <FTextArea
+          medium={'true'}
+          name={'customerNotes'}
+          fastField={true}
+          fill={true}
+        />
+      </FFormGroup>
+
+      {/* ---------- Terms & Conditions ----------  */}
+      <FFormGroup
+        name={'termsConditions'}
+        label={<T id={'pref.creditNotes.termsConditions.field'} />}
+        fastField={true}
+      >
+        <FTextArea
+          medium={'true'}
+          name={'termsConditions'}
+          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 +1,55 @@
+// @ts-nocheck
+import React from 'react';
+import styled from 'styled-components';
+import classNames from 'classnames';
+import { CLASSES } from '@/constants/classes';
+import { useSettings } from '@/hooks/query';
+import PreferencesPageLoader from '../PreferencesPageLoader';
+import { Card } from '@/components';
+
+const PreferencesCreditNotesFormContext = React.createContext();
+
+function PreferencesCreditNotesBoot({ ...props }) {
+  // Fetches organization settings.
+  const { isLoading: isSettingsLoading } = useSettings();
+
+  // Provider state.
+  const provider = {
+    isSettingsLoading,
+  };
+  // 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,
+      )}
+    >
+      <PreferencesCreditNotesCard>
+        {isLoading ? (
+          <PreferencesPageLoader />
+        ) : (
+          <PreferencesCreditNotesFormContext.Provider
+            value={provider}
+            {...props}
+          />
+        )}
+      </PreferencesCreditNotesCard>
+    </div>
+  );
+}
+
+const PreferencesCreditNotesCard = styled(Card)`
+  padding: 25px;
+
+  .bp4-form-group {
+    max-width: 600px;
+  }
+`;
+
+const usePreferencesCreditNotesFormContext = () =>
+  React.useContext(PreferencesCreditNotesFormContext);
+
+export { PreferencesCreditNotesBoot, usePreferencesCreditNotesFormContext };

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

@@ -0,0 +1,82 @@
+// @ts-nocheck
+import { useEffect } from 'react';
+import intl from 'react-intl-universal';
+import { Formik } from 'formik';
+import * as R from 'ramda';
+import { Intent } from '@blueprintjs/core';
+
+import { AppToaster } from '@/components';
+import { PreferencesCreditNotesFormSchema } from './PreferencesCreditNotesForm.schema';
+import { PreferencesCreditNotesForm } from './PreferencesCreditNotesForm';
+import withDashboardActions from '@/containers/Dashboard/withDashboardActions';
+
+import { compose, transformToForm, transfromToSnakeCase } from '@/utils';
+import withSettings from '@/containers/Settings/withSettings';
+import { transferObjectOptionsToArray } from '../Accountant/utils';
+import { useSaveSettings } from '@/hooks/query';
+
+const defaultValues = {
+  termsConditions: '',
+  customerNotes: '',
+};
+
+/**
+ * Preferences - Credit Notes.
+ */
+function PreferencesCreditNotesFormPageRoot({
+  // #withDashboardActions
+  changePreferencesPageTitle,
+
+  // #withSettings
+  creditNoteSettings,
+}) {
+  // Save settings.
+  const { mutateAsync: saveSettingMutate } = useSaveSettings();
+
+  useEffect(() => {
+    changePreferencesPageTitle(intl.get('preferences.creditNotes'));
+  }, [changePreferencesPageTitle]);
+
+  // Initial values.
+  const initialValues = {
+    ...defaultValues,
+    ...transformToForm(creditNoteSettings, defaultValues),
+  };
+  // Handle the form submit.
+  const handleFormSubmit = (values, { setSubmitting }) => {
+    const options = R.compose(
+      transferObjectOptionsToArray,
+      transfromToSnakeCase,
+    )({ creditNote: { ...values } });
+
+    // Handle request success.
+    const onSuccess = () => {
+      AppToaster.show({
+        message: intl.get('preferences.credit_notes.success_message'),
+        intent: Intent.SUCCESS,
+      });
+      setSubmitting(false);
+    };
+    // Handle request error.
+    const onError = () => {
+      setSubmitting(false);
+    };
+    saveSettingMutate({ options }).then(onSuccess).catch(onError);
+  };
+
+  return (
+    <Formik
+      initialValues={initialValues}
+      validationSchema={PreferencesCreditNotesFormSchema}
+      onSubmit={handleFormSubmit}
+      component={PreferencesCreditNotesForm}
+    />
+  );
+}
+
+export const PreferencesCreditNotesFormPage = compose(
+  withDashboardActions,
+  withSettings(({ creditNoteSettings }) => ({
+    creditNoteSettings: creditNoteSettings,
+  })),
+)(PreferencesCreditNotesFormPageRoot);

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

@@ -0,0 +1,14 @@
+// @ts-nocheck
+import { PreferencesEstimatesBoot } from './PreferencesEstimatesFormBoot';
+import { PreferencesEstimatesFormPage } from './PreferencesEstimatesFormPage';
+
+/**
+ * Estimates preferences.
+ */
+export function PreferencesEstimates() {
+  return (
+    <PreferencesEstimatesBoot>
+      <PreferencesEstimatesFormPage />
+    </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 +1,74 @@
+// @ts-nocheck
+import styled from 'styled-components';
+import { Form } from 'formik';
+import { Button, Intent } from '@blueprintjs/core';
+import { useHistory } from 'react-router-dom';
+
+import { 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>
+      {/* ---------- Customer Notes ----------  */}
+      <FFormGroup
+        name={'customerNotes'}
+        label={<T id={'pref.estimates.customerNotes.field'} />}
+        fastField={true}
+      >
+        <FTextArea
+          medium={'true'}
+          name={'customerNotes'}
+          fastField={true}
+          fill={true}
+        />
+      </FFormGroup>
+
+      {/* ---------- Terms & Conditions ----------  */}
+      <FFormGroup
+        name={'termsConditions'}
+        label={<T id={'pref.estimates.termsConditions.field'} />}
+        fastField={true}
+      >
+        <FTextArea
+          medium={'true'}
+          name={'termsConditions'}
+          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 +1,55 @@
+// @ts-nocheck
+import React from 'react';
+import classNames from 'classnames';
+import { CLASSES } from '@/constants/classes';
+import { useSettings } from '@/hooks/query';
+import PreferencesPageLoader from '../PreferencesPageLoader';
+import styled from 'styled-components';
+import { Card } from '@/components';
+
+const PreferencesEstimatesFormContext = React.createContext();
+
+function PreferencesEstimatesBoot({ ...props }) {
+  // Fetches organization settings.
+  const { isLoading: isSettingsLoading } = useSettings();
+
+  // Provider state.
+  const provider = {
+    isSettingsLoading,
+  };
+  // 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,
+      )}
+    >
+      <PreferencesEstimatesCard>
+        {isLoading ? (
+          <PreferencesPageLoader />
+        ) : (
+          <PreferencesEstimatesFormContext.Provider
+            value={provider}
+            {...props}
+          />
+        )}
+      </PreferencesEstimatesCard>
+    </div>
+  );
+}
+
+const usePreferencesEstimatesFormContext = () =>
+  React.useContext(PreferencesEstimatesFormContext);
+
+const PreferencesEstimatesCard = styled(Card)`
+  padding: 25px;
+
+  .bp4-form-group {
+    max-width: 600px;
+  }
+`;
+
+export { PreferencesEstimatesBoot, usePreferencesEstimatesFormContext };

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

@@ -0,0 +1,82 @@
+// @ts-nocheck
+import React, { useEffect } from 'react';
+import intl from 'react-intl-universal';
+import { Formik } from 'formik';
+import { Intent } from '@blueprintjs/core';
+import * as R from 'ramda';
+
+import { AppToaster } from '@/components';
+import { PreferencesEstimatesFormSchema } from './PreferencesEstimatesForm.schema';
+import { PreferencesEstimatesForm } from './PreferencesEstimatesForm';
+import withDashboardActions from '@/containers/Dashboard/withDashboardActions';
+import withSettings from '@/containers/Settings/withSettings';
+
+import { transferObjectOptionsToArray } from '../Accountant/utils';
+import { compose, transformToForm, transfromToSnakeCase } from '@/utils';
+import { useSaveSettings } from '@/hooks/query';
+
+const defaultValues = {
+  termsConditions: '',
+  customerNotes: '',
+};
+
+/**
+ * Preferences estimates form.
+ */
+function PreferencesEstimatesFormPageRoot({
+  // #withDashboardActions
+  changePreferencesPageTitle,
+
+  // #withSettings
+  estimatesSettings,
+}) {
+  // Save Organization Settings.
+  const { mutateAsync: saveSettingMutate } = useSaveSettings();
+
+  useEffect(() => {
+    changePreferencesPageTitle(intl.get('preferences.estimates'));
+  }, [changePreferencesPageTitle]);
+
+  // Initial values.
+  const initialValues = {
+    ...defaultValues,
+    ...transformToForm(estimatesSettings, defaultValues),
+  };
+  // Handle the form submit.
+  const handleFormSubmit = (values, { setSubmitting }) => {
+    const options = R.compose(
+      transferObjectOptionsToArray,
+      transfromToSnakeCase,
+    )({ salesEstimates: { ...values } });
+
+    // 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);
+    };
+    saveSettingMutate({ options }).then(onSuccess).catch(onError);
+  };
+
+  return (
+    <Formik
+      initialValues={initialValues}
+      validationSchema={PreferencesEstimatesFormSchema}
+      onSubmit={handleFormSubmit}
+      component={PreferencesEstimatesForm}
+    />
+  );
+}
+
+export const PreferencesEstimatesFormPage = compose(
+  withDashboardActions,
+  withSettings(({ estimatesSettings }) => ({
+    estimatesSettings: estimatesSettings,
+  })),
+)(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 +1,53 @@
+// @ts-nocheck
+import React from 'react';
+import classNames from 'classnames';
+import styled from 'styled-components';
+import { CLASSES } from '@/constants/classes';
+import { useSettings } from '@/hooks/query';
+import PreferencesPageLoader from '../PreferencesPageLoader';
+import { Card } from '@/components';
+
+const PreferencesInvoiceFormContext = React.createContext();
+
+function PreferencesInvoicesBoot({ ...props }) {
+  // Fetches organization settings.
+  const { isLoading: isSettingsLoading } = useSettings();
+
+  // Provider state.
+  const provider = {
+    isSettingsLoading
+  };
+
+  // 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,
+      )}
+    >
+      <PreferencesInvoicesCard>
+        {isLoading ? (
+          <PreferencesPageLoader />
+        ) : (
+          <PreferencesInvoiceFormContext.Provider value={provider} {...props} />
+        )}
+      </PreferencesInvoicesCard>
+    </div>
+  );
+}
+
+const PreferencesInvoicesCard = styled(Card)`
+  padding: 25px;
+
+  .bp4-form-group{
+    max-width: 600px;
+  }
+`;
+
+const usePreferencesInvoiceFormContext = () =>
+  React.useContext(PreferencesInvoiceFormContext);
+
+export { PreferencesInvoicesBoot, usePreferencesInvoiceFormContext };

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

@@ -0,0 +1,82 @@
+// @ts-nocheck
+import React, { useEffect } from 'react';
+import intl from 'react-intl-universal';
+import { Formik } from 'formik';
+import { Intent } from '@blueprintjs/core';
+import * as R from 'ramda';
+
+import { AppToaster } from '@/components';
+import { PreferencesInvoiceFormSchema } from './PreferencesInvoiceForm.schema';
+import { PreferencesInvoicesForm } from './PreferencesInvoicesForm';
+import withDashboardActions from '@/containers/Dashboard/withDashboardActions';
+
+import { compose, transformToForm, transfromToSnakeCase } from '@/utils';
+import withSettings from '@/containers/Settings/withSettings';
+import { transferObjectOptionsToArray } from '../Accountant/utils';
+import { useSaveSettings } from '@/hooks/query';
+
+const defaultValues = {
+  termsConditions: '',
+  customerNotes: '',
+};
+
+/**
+ * Preferences - Invoices.
+ */
+function PreferencesInvoiceFormPage({
+  // #withDashboardActions
+  changePreferencesPageTitle,
+
+  // #withSettings
+  invoiceSettings,
+}) {
+  // Save settings.
+  const { mutateAsync: saveSettingMutate } = useSaveSettings();
+
+  useEffect(() => {
+    changePreferencesPageTitle(intl.get('preferences.invoices'));
+  }, [changePreferencesPageTitle]);
+
+  // Initial values.
+  const initialValues = {
+    ...defaultValues,
+    ...transformToForm(invoiceSettings, defaultValues),
+  };
+  // Handle the form submit.
+  const handleFormSubmit = (values, { setSubmitting }) => {
+    const options = R.compose(
+      transferObjectOptionsToArray,
+      transfromToSnakeCase,
+    )({ salesInvoices: { ...values } });
+
+    // Handle request success.
+    const onSuccess = () => {
+      AppToaster.show({
+        message: intl.get('preferences.invoices.success_message'),
+        intent: Intent.SUCCESS,
+      });
+      setSubmitting(false);
+    };
+    // Handle request error.
+    const onError = () => {
+      setSubmitting(false);
+    };
+    saveSettingMutate({ options }).then(onSuccess).catch(onError);
+  };
+
+  return (
+    <Formik
+      initialValues={initialValues}
+      validationSchema={PreferencesInvoiceFormSchema}
+      onSubmit={handleFormSubmit}
+      component={PreferencesInvoicesForm}
+    />
+  );
+}
+
+export default compose(
+  withDashboardActions,
+  withSettings(({ invoiceSettings }) => ({
+    invoiceSettings: invoiceSettings,
+  })),
+)(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 +1,74 @@
+// @ts-nocheck
+import styled from 'styled-components';
+import { Form } from 'formik';
+import { Button, Intent } from '@blueprintjs/core';
+import { useHistory } from 'react-router-dom';
+
+import { FormattedMessage as T, FFormGroup, FTextArea } from '@/components';
+
+/**
+ * Invoices preferences form.
+ */
+export function PreferencesInvoicesForm({ isSubmitting }) {
+  const history = useHistory();
+
+  // Handle close click.
+  const handleCloseClick = () => {
+    history.go(-1);
+  };
+
+  return (
+    <Form>
+      {/* ---------- Customer Notes ----------  */}
+      <FFormGroup
+        name={'customerNotes'}
+        label={<T id={'pref.invoices.customerNotes.field'} />}
+        fastField={true}
+      >
+        <FTextArea
+          medium={'true'}
+          name={'customerNotes'}
+          fastField={true}
+          fill={true}
+        />
+      </FFormGroup>
+
+      {/* ---------- Terms & Conditions ----------  */}
+      <FFormGroup
+        name={'termsConditions'}
+        label={<T id={'pref.invoices.termsConditions.field'} />}
+        fastField={true}
+      >
+        <FTextArea
+          medium={'true'}
+          name={'termsConditions'}
+          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/Receipts/PreferencesReceipts.tsx

@@ -0,0 +1,14 @@
+// @ts-nocheck
+import { PreferencesReceiptsBoot } from './PreferencesReceiptsFormBoot';
+import { PreferencesReceiptsFormPage } from './PreferencesReceiptsFormPage';
+
+/**
+ * Preferences - Receipts.
+ */
+export function PreferencesReceipts() {
+  return (
+    <PreferencesReceiptsBoot>
+      <PreferencesReceiptsFormPage />
+    </PreferencesReceiptsBoot>
+  );
+}

packages/webapp/src/containers/Preferences/Receipts/PreferencesReceiptsForm.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 PreferencesReceiptsFormSchema = Schema;

packages/webapp/src/containers/Preferences/Receipts/PreferencesReceiptsForm.tsx

@@ -0,0 +1,74 @@
+// @ts-nocheck
+import styled from 'styled-components';
+import { Form } from 'formik';
+import { Button, Intent } from '@blueprintjs/core';
+import { useHistory } from 'react-router-dom';
+
+import { FormattedMessage as T, FFormGroup, FTextArea } from '@/components';
+
+/**
+ * Preferences general form.
+ */
+export function PreferencesReceiptsForm({ isSubmitting }) {
+  const history = useHistory();
+
+  // Handle close click.
+  const handleCloseClick = () => {
+    history.go(-1);
+  };
+
+  return (
+    <Form>
+      {/* ---------- Customer Notes ----------  */}
+      <FFormGroup
+        name={'receiptMessage'}
+        label={<T id={'pref.receipts.receiptMessage.field'} />}
+        fastField={true}
+      >
+        <FTextArea
+          medium={'true'}
+          name={'receiptMessage'}
+          fastField={true}
+          fill={true}
+        />
+      </FFormGroup>
+
+      {/* ---------- Terms & Conditions ----------  */}
+      <FFormGroup
+        name={'termsConditions'}
+        label={<T id={'pref.receipts.termsConditions.field'} />}
+        fastField={true}
+      >
+        <FTextArea
+          medium={'true'}
+          name={'termsConditions'}
+          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/Receipts/PreferencesReceiptsFormBoot.tsx

@@ -0,0 +1,56 @@
+// @ts-nocheck
+import React from 'react';
+import classNames from 'classnames';
+import styled from 'styled-components';
+import { CLASSES } from '@/constants/classes';
+import { useSettings } from '@/hooks/query';
+import PreferencesPageLoader from '../PreferencesPageLoader';
+import { Card } from '@/components';
+
+const PreferencesReceiptsFormContext = React.createContext();
+
+function PreferencesReceiptsBoot({ ...props }) {
+  // Fetches organization settings.
+  const { isLoading: isSettingsLoading } = useSettings();
+
+  // Provider state.
+  const provider = {
+    isSettingsLoading,
+  };
+
+  // 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,
+      )}
+    >
+      <PreferencesReceiptsCard>
+        {isLoading ? (
+          <PreferencesPageLoader />
+        ) : (
+          <PreferencesReceiptsFormContext.Provider
+            value={provider}
+            {...props}
+          />
+        )}
+      </PreferencesReceiptsCard>
+    </div>
+  );
+}
+
+const PreferencesReceiptsCard = styled(Card)`
+  padding: 25px;
+
+  .bp4-form-group {
+    max-width: 600px;
+  }
+`;
+
+const usePreferencesReceiptsFormContext = () =>
+  React.useContext(PreferencesReceiptsFormContext);
+
+export { PreferencesReceiptsBoot, usePreferencesReceiptsFormContext };

packages/webapp/src/containers/Preferences/Receipts/PreferencesReceiptsFormPage.tsx

@@ -0,0 +1,82 @@
+// @ts-nocheck
+import React, { useEffect } from 'react';
+import intl from 'react-intl-universal';
+import { Formik } from 'formik';
+import { Intent } from '@blueprintjs/core';
+import * as R from 'ramda';
+
+import { AppToaster } from '@/components';
+import { PreferencesReceiptsFormSchema } from './PreferencesReceiptsForm.schema';
+import { PreferencesReceiptsForm } from './PreferencesReceiptsForm';
+import withDashboardActions from '@/containers/Dashboard/withDashboardActions';
+
+import { compose, transformToForm, transfromToSnakeCase } from '@/utils';
+import withSettings from '@/containers/Settings/withSettings';
+import { useSaveSettings } from '@/hooks/query';
+import { transferObjectOptionsToArray } from '../Accountant/utils';
+
+const defaultValues = {
+  termsConditions: '',
+  receiptMessage: '',
+};
+
+/**
+ * Preferences - Receipts.
+ */
+function PreferencesReceiptsFormPageRoot({
+  // #withDashboardActions
+  changePreferencesPageTitle,
+
+  // #withSettings
+  receiptSettings,
+}) {
+  // Save settings.
+  const { mutateAsync: saveSettingMutate } = useSaveSettings();
+
+  useEffect(() => {
+    changePreferencesPageTitle(intl.get('preferences.receipts'));
+  }, [changePreferencesPageTitle]);
+
+  // Initial values.
+  const initialValues = {
+    ...defaultValues,
+    ...transformToForm(receiptSettings, defaultValues),
+  };
+  // Handle the form submit.
+  const handleFormSubmit = (values, { setSubmitting }) => {
+    const options = R.compose(
+      transferObjectOptionsToArray,
+      transfromToSnakeCase,
+    )({ salesReceipts: { ...values } });
+
+    // Handle request success.
+    const onSuccess = () => {
+      AppToaster.show({
+        message: intl.get('preferences.receipts.success_message'),
+        intent: Intent.SUCCESS,
+      });
+      setSubmitting(false);
+    };
+    // Handle request error.
+    const onError = () => {
+      setSubmitting(false);
+    };
+    saveSettingMutate({ options }).then(onSuccess).catch(onError);
+  };
+
+  return (
+    <Formik
+      initialValues={initialValues}
+      validationSchema={PreferencesReceiptsFormSchema}
+      onSubmit={handleFormSubmit}
+      component={PreferencesReceiptsForm}
+    />
+  );
+}
+
+export const PreferencesReceiptsFormPage = compose(
+  withDashboardActions,
+  withSettings(({ receiptSettings }) => ({
+    receiptSettings: receiptSettings,
+  })),
+)(PreferencesReceiptsFormPageRoot);

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

@@ -5,7 +5,7 @@ import classNames from 'classnames';
 import { useHistory } from 'react-router-dom';
 import { Formik, Form } from 'formik';
 import { Intent } from '@blueprintjs/core';
-import { isEmpty } from 'lodash';
+import { defaultTo, isEmpty } from 'lodash';
 import { CLASSES } from '@/constants/classes';
 import {
   CreateCreditNoteFormSchema,
@@ -48,6 +48,8 @@ function CreditNoteForm({
   creditAutoIncrement,
   creditNumberPrefix,
   creditNextNumber,
+  creditCustomerNotes,
+  creditTermsConditions,
 
   // #withCurrentOrganization
   organization: { base_currency },
@@ -68,22 +70,21 @@ function CreditNoteForm({
   const creditNumber = transactionNumber(creditNumberPrefix, creditNextNumber);
 
   // Initial values.
-  const initialValues = React.useMemo(
+  const initialValues = {
-    () => ({
+    ...(!isEmpty(creditNote)
-      ...(!isEmpty(creditNote)
+      ? { ...transformToEditForm(creditNote) }
-        ? { ...transformToEditForm(creditNote) }
+      : {
-        : {
+          ...defaultCreditNote,
-            ...defaultCreditNote,
+          ...(creditAutoIncrement && {
-            ...(creditAutoIncrement && {
+            credit_note_number: creditNumber,
-              credit_note_number: creditNumber,
-            }),
-            entries: orderingLinesIndexes(defaultCreditNote.entries),
-            currency_code: base_currency,
-            ...newCreditNote,
           }),
-    }),
+          entries: orderingLinesIndexes(defaultCreditNote.entries),
-    [],
+          currency_code: base_currency,
-  );
+          terms_conditions: defaultTo(creditTermsConditions, ''),
+          note: defaultTo(creditCustomerNotes, ''),
+          ...newCreditNote,
+        }),
+  };
 
   // Handles form submit.
   const handleFormSubmit = (
@@ -178,6 +179,8 @@ export default compose(
     creditAutoIncrement: creditNoteSettings?.autoIncrement,
     creditNextNumber: creditNoteSettings?.nextNumber,
     creditNumberPrefix: creditNoteSettings?.numberPrefix,
+    creditCustomerNotes: creditNoteSettings?.customerNotes,
+    creditTermsConditions: creditNoteSettings?.termsConditions,
   })),
   withCurrentOrganization(),
 )(CreditNoteForm);

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

@@ -4,7 +4,7 @@ import intl from 'react-intl-universal';
 import classNames from 'classnames';
 import { Formik, Form } from 'formik';
 import { Intent } from '@blueprintjs/core';
-import { sumBy, isEmpty } from 'lodash';
+import { sumBy, isEmpty, defaultTo } from 'lodash';
 import { useHistory } from 'react-router-dom';
 import { CLASSES } from '@/constants/classes';
 
@@ -43,6 +43,8 @@ function EstimateForm({
   estimateNextNumber,
   estimateNumberPrefix,
   estimateAutoIncrementMode,
+  estimateCustomerNotes,
+  estimateTermsConditions,
 
   // #withCurrentOrganization
   organization: { base_currency },
@@ -60,25 +62,23 @@ function EstimateForm({
     estimateNumberPrefix,
     estimateNextNumber,
   );
-
   // Initial values in create and edit mode.
-  const initialValues = useMemo(
+  const initialValues = {
-    () => ({
+    ...(!isEmpty(estimate)
-      ...(!isEmpty(estimate)
+      ? { ...transformToEditForm(estimate) }
-        ? { ...transformToEditForm(estimate) }
+      : {
-        : {
+          ...defaultEstimate,
-            ...defaultEstimate,
+          // If the auto-increment mode is enabled, take the next estimate
-            // If the auto-increment mode is enabled, take the next estimate
+          // number from the settings.
-            // number from the settings.
+          ...(estimateAutoIncrementMode && {
-            ...(estimateAutoIncrementMode && {
+            estimate_number: estimateNumber,
-              estimate_number: estimateNumber,
-            }),
-            entries: orderingLinesIndexes(defaultEstimate.entries),
-            currency_code: base_currency,
           }),
-    }),
+          entries: orderingLinesIndexes(defaultEstimate.entries),
-    [estimate, estimateNumber, estimateAutoIncrementMode, base_currency],
+          currency_code: base_currency,
-  );
+          terms_conditions: defaultTo(estimateTermsConditions, ''),
+          note: defaultTo(estimateCustomerNotes, ''),
+        }),
+  };
 
   // Handles form submit.
   const handleFormSubmit = (
@@ -181,6 +181,8 @@ export default compose(
     estimateNextNumber: estimatesSettings?.nextNumber,
     estimateNumberPrefix: estimatesSettings?.numberPrefix,
     estimateAutoIncrementMode: estimatesSettings?.autoIncrement,
+    estimateCustomerNotes: estimatesSettings?.customerNotes,
+    estimateTermsConditions: estimatesSettings?.termsConditions,
   })),
   withCurrentOrganization(),
 )(EstimateForm);

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

@@ -4,7 +4,7 @@ import intl from 'react-intl-universal';
 import classNames from 'classnames';
 import { Formik, Form } from 'formik';
 import { Intent } from '@blueprintjs/core';
-import { sumBy, isEmpty } from 'lodash';
+import { sumBy, isEmpty, defaultTo } from 'lodash';
 import { useHistory } from 'react-router-dom';
 import { CLASSES } from '@/constants/classes';
 import {
@@ -44,6 +44,8 @@ function InvoiceForm({
   invoiceNextNumber,
   invoiceNumberPrefix,
   invoiceAutoIncrementMode,
+  invoiceCustomerNotes,
+  invoiceTermsConditions,
 
   // #withCurrentOrganization
   organization: { base_currency },
@@ -79,6 +81,8 @@ function InvoiceForm({
           }),
           entries: orderingLinesIndexes(defaultInvoice.entries),
           currency_code: base_currency,
+          invoice_message: defaultTo(invoiceCustomerNotes, ''),
+          terms_conditions: defaultTo(invoiceTermsConditions, ''),
           ...newInvoice,
         }),
   };
@@ -192,6 +196,8 @@ export default compose(
     invoiceNextNumber: invoiceSettings?.nextNumber,
     invoiceNumberPrefix: invoiceSettings?.numberPrefix,
     invoiceAutoIncrementMode: invoiceSettings?.autoIncrement,
+    invoiceCustomerNotes: invoiceSettings?.customerNotes,
+    invoiceTermsConditions: invoiceSettings?.termsConditions,
   })),
   withCurrentOrganization(),
 )(InvoiceForm);

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

@@ -1,5 +1,4 @@
 // @ts-nocheck
-import React, { useMemo } from 'react';
 import intl from 'react-intl-universal';
 import classNames from 'classnames';
 import { Formik, Form } from 'formik';
@@ -45,6 +44,8 @@ function ReceiptForm({
   receiptNextNumber,
   receiptNumberPrefix,
   receiptAutoIncrement,
+  receiptTermsConditions,
+  receiptMessage,
   preferredDepositAccount,
 
   // #withCurrentOrganization
@@ -67,23 +68,21 @@ function ReceiptForm({
     receiptNextNumber,
   );
   // Initial values in create and edit mode.
-  const initialValues = useMemo(
+  const initialValues = {
-    () => ({
+    ...(!isEmpty(receipt)
-      ...(!isEmpty(receipt)
+      ? { ...transformToEditForm(receipt) }
-        ? { ...transformToEditForm(receipt) }
+      : {
-        : {
+          ...defaultReceipt,
-            ...defaultReceipt,
+          ...(receiptAutoIncrement && {
-            ...(receiptAutoIncrement && {
+            receipt_number: nextReceiptNumber,
-              receipt_number: nextReceiptNumber,
-            }),
-            deposit_account_id: parseInt(preferredDepositAccount),
-            entries: orderingLinesIndexes(defaultReceipt.entries),
-            currency_code: base_currency,
           }),
-    }),
+          deposit_account_id: parseInt(preferredDepositAccount),
-    [receipt, preferredDepositAccount, nextReceiptNumber, receiptAutoIncrement],
+          entries: orderingLinesIndexes(defaultReceipt.entries),
-  );
+          currency_code: base_currency,
-
+          receipt_message: receiptMessage,
+          terms_conditions: receiptTermsConditions,
+        }),
+  };
   // Handle the form submit.
   const handleFormSubmit = (
     values,
@@ -184,6 +183,8 @@ export default compose(
     receiptNextNumber: receiptSettings?.nextNumber,
     receiptNumberPrefix: receiptSettings?.numberPrefix,
     receiptAutoIncrement: receiptSettings?.autoIncrement,
+    receiptMessage: receiptSettings?.receiptMessage,
+    receiptTermsConditions: receiptSettings?.termsConditions,
     preferredDepositAccount: receiptSettings?.preferredDepositAccount,
   })),
   withCurrentOrganization(),

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

@@ -7,7 +7,6 @@ import { omit, first } from 'lodash';
 import { useFormikContext } from 'formik';
 import {
   defaultFastFieldShouldUpdate,
-  transactionNumber,
   repeatValue,
   transformToForm,
   formattedAmount,
@@ -50,7 +49,7 @@ export const defaultReceipt = {
   receipt_date: moment(new Date()).format('YYYY-MM-DD'),
   reference_no: '',
   receipt_message: '',
-  statement: '',
+  terms_conditions: '',
   closed: '',
   branch_id: '',
   warehouse_id: '',

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

@@ -2070,7 +2070,7 @@
   "project_task.dialog.edit_success_message": "The task has been edited successfully.",
   "project_task.action.edit_task": "Edit Task",
   "project_task.action.delete_task": "Delete Task",
-"project_task.rate": "{rate} / hour",
+  "project_task.rate": "{rate} / hour",
   "project_task.fixed_price": "Fixed price",
   "project_task.non_chargable": "Non-chargeable",
   "project_task.estimate_hours": "• {estimate_hours}h 0m estimated",
@@ -2290,5 +2290,27 @@
   "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",
+
+  "pref.creditNotes.termsConditions.field": "Terms & Conditions",
+  "pref.creditNotes.customerNotes.field": "Customer Notes",
+
+  "pref.estimates.termsConditions.field": "Terms & Conditions",
+  "pref.estimates.customerNotes.field": "Customer Notes",
+
+  "pref.receipts.termsConditions.field": "Terms & Conditions",
+  "pref.receipts.receiptMessage.field": "Receipt Message",
+
+  "preferences.invoices": "Invoices",
+  "preferences.estimates": "Estimates",
+  "preferences.creditNotes": "Credit Notes",
+  "preferences.receipts": "Receipts",
+
+  "preferences.estimates.success_message": "The preferences have been saved successfully.",
+  "preferences.credit_notes.success_message": "The preferences have been saved successfully.",
+  "preferences.receipts.success_message": "The preferences have been saved successfully.",
+  "preferences.invoices.success_message": "The preferences have been saved successfully."
 }

packages/webapp/src/routes/preferences.tsx

@@ -9,6 +9,10 @@ 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';
+import { PreferencesCreditNotes } from '../containers/Preferences/CreditNotes/PreferencesCreditNotes';
+import { PreferencesEstimates } from '@/containers/Preferences/Estimates/PreferencesEstimates';
+import{ PreferencesReceipts } from '@/containers/Preferences/Receipts/PreferencesReceipts'
 
 const BASE_URL = '/preferences';
 
@@ -23,6 +27,26 @@ export default [
     component: Users,
     exact: true,
   },
+  {
+    path: `${BASE_URL}/invoices`,
+    component: Invoices,
+    exact: true,
+  },
+  {
+    path: `${BASE_URL}/credit-notes`,
+    component: PreferencesCreditNotes,
+    exact: true,
+  },
+  {
+    path: `${BASE_URL}/estimates`,
+    component: PreferencesEstimates,
+    exact: true,
+  },
+  {
+    path: `${BASE_URL}/receipts`,
+    component: PreferencesReceipts,
+    exact: true,
+  },
   {
     path: `${BASE_URL}/roles`,
     component: Roles,