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13 Commits

Author SHA1 Message Date
allcontributors[bot]
44bd916ede docs: update .all-contributorsrc [skip ci] 2023-10-25 20:14:18 +00:00
allcontributors[bot]
fd5db4f055 docs: update README.md [skip ci] 2023-10-25 20:14:17 +00:00
Robert Koch
e4a7f09dbc feat: Add tax numbers to the organization details (#269) 2023-10-25 22:10:46 +02:00
Ahmed Bouhuolia
2c5537efad fix: Trial balance sheet adjusted balance (#273) 2023-10-25 13:18:13 +02:00
Ahmed Bouhuolia
017908600e feat: improve financial statements rows color (#276) 2023-10-24 22:40:54 +02:00
dependabot[bot]
6307ca8935 chore(deps-dev): bump @babel/traverse in /packages/server (#272)
Bumps [@babel/traverse](https://github.com/babel/babel/tree/HEAD/packages/babel-traverse) from 7.23.0 to 7.23.2.
- [Release notes](https://github.com/babel/babel/releases)
- [Changelog](https://github.com/babel/babel/blob/main/CHANGELOG.md)
- [Commits](https://github.com/babel/babel/commits/v7.23.2/packages/babel-traverse)

---
updated-dependencies:
- dependency-name: "@babel/traverse"
  dependency-type: indirect
...

Signed-off-by: dependabot[bot] <support@github.com>
Co-authored-by: dependabot[bot] <49699333+dependabot[bot]@users.noreply.github.com>
2023-10-19 19:33:12 +02:00
Ahmed Bouhuolia
1ed1c9ea1d feat: assign default sell/purchase tax rates to items (#261) 2023-10-08 23:55:59 +02:00
Ahmed Bouhuolia
d40de4d22b feat: integrate tax rates to bills (#260) 2023-10-08 16:07:18 +02:00
Ahmed Bouhuolia
ee62e3e1c2 feat: migrate to pnpm (#253) 2023-10-04 12:17:27 +02:00
Ahmed Bouhuolia
5df454dd30 chore: bump packages version to v0.10.2 2023-10-02 23:29:21 +02:00
Ahmed Bouhuolia
07628ddc37 fix(server): add missing method in ItemEntry model. 2023-10-02 23:27:19 +02:00
Ahmed Bouhuolia
69afa07e3b fix(webapp): Disable tax rates from item entries editor table on services do not support tax rates 2023-10-02 23:27:05 +02:00
Ahmed Bouhuolia
b1a043f699 chore(server): add package-lock.json file 2023-09-27 19:16:02 +02:00
117 changed files with 15672 additions and 521 deletions

View File

@@ -60,6 +60,15 @@
"contributions": [
"bug"
]
},
{
"login": "kochie",
"name": "Robert Koch",
"avatar_url": "https://avatars.githubusercontent.com/u/10809884?v=4",
"profile": "https://me.kochie.io",
"contributions": [
"code"
]
}
],
"contributorsPerLine": 7,

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@@ -80,6 +80,7 @@ Thanks goes to these wonderful people ([emoji key](https://allcontributors.org/d
<td align="center" valign="top" width="14.28%"><a href="https://scheibling.se"><img src="https://avatars.githubusercontent.com/u/24367830?v=4?s=100" width="100px;" alt="Lars Scheibling"/><br /><sub><b>Lars Scheibling</b></sub></a><br /><a href="https://github.com/bigcapitalhq/bigcapital/issues?q=author%3Ascheibling" title="Bug reports">🐛</a></td>
<td align="center" valign="top" width="14.28%"><a href="https://github.com/suhaibaffan"><img src="https://avatars.githubusercontent.com/u/18115937?v=4?s=100" width="100px;" alt="Suhaib Affan"/><br /><sub><b>Suhaib Affan</b></sub></a><br /><a href="https://github.com/bigcapitalhq/bigcapital/commits?author=suhaibaffan" title="Code">💻</a></td>
<td align="center" valign="top" width="14.28%"><a href="https://github.com/KalliopiPliogka"><img src="https://avatars.githubusercontent.com/u/81677549?v=4?s=100" width="100px;" alt="Kalliopi Pliogka"/><br /><sub><b>Kalliopi Pliogka</b></sub></a><br /><a href="https://github.com/bigcapitalhq/bigcapital/issues?q=author%3AKalliopiPliogka" title="Bug reports">🐛</a></td>
<td align="center" valign="top" width="14.28%"><a href="https://me.kochie.io"><img src="https://avatars.githubusercontent.com/u/10809884?v=4?s=100" width="100px;" alt="Robert Koch"/><br /><sub><b>Robert Koch</b></sub></a><br /><a href="https://github.com/bigcapitalhq/bigcapital/commits?author=kochie" title="Code">💻</a></td>
</tr>
</tbody>
</table>

View File

@@ -2,5 +2,6 @@
"$schema": "node_modules/lerna/schemas/lerna-schema.json",
"version": "independent",
"npmClient": "pnpm",
"useWorkspaces": true,
"packages": ["packages/*"]
}
}

View File

@@ -2,7 +2,6 @@
"name": "bigcapital-monorepo",
"private": true,
"scripts": {
"bootstrap": "lerna exec pnpm install",
"dev": "lerna run dev",
"build": "lerna run build",
"dev:webapp": "lerna run dev --scope \"@bigcapital/webapp\"",
@@ -23,7 +22,7 @@
"lerna": "^6.4.1"
},
"engines": {
"node": "14.x"
"node": "16.x || 17.x || 18.x"
},
"husky": {
"hooks": {

13698
packages/server/package-lock.json generated Normal file

File diff suppressed because it is too large Load Diff

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@@ -1,6 +1,6 @@
{
"name": "@bigcapital/server",
"version": "0.10.1",
"version": "0.10.2",
"description": "",
"main": "src/server.ts",
"scripts": {

View File

@@ -16,7 +16,7 @@ export default class TrialBalanceSheetController extends BaseFinancialReportCont
/**
* Router constructor.
*/
router() {
public router() {
const router = Router();
router.get(
@@ -36,7 +36,7 @@ export default class TrialBalanceSheetController extends BaseFinancialReportCont
* Validation schema.
* @return {ValidationChain[]}
*/
get trialBalanceSheetValidationSchema(): ValidationChain[] {
private get trialBalanceSheetValidationSchema(): ValidationChain[] {
return [
...this.sheetNumberFormatValidationSchema,
query('basis').optional(),
@@ -59,28 +59,37 @@ export default class TrialBalanceSheetController extends BaseFinancialReportCont
/**
* Retrieve the trial balance sheet.
*/
public async trialBalanceSheet(
private async trialBalanceSheet(
req: Request,
res: Response,
next: NextFunction
) {
const { tenantId, settings } = req;
const { tenantId } = req;
let filter = this.matchedQueryData(req);
filter = {
...filter,
accountsIds: castArray(filter.accountsIds),
};
try {
const { data, query, meta } =
await this.trialBalanceSheetService.trialBalanceSheet(tenantId, filter);
const accept = this.accepts(req);
const acceptType = accept.types(['json', 'application/json+table']);
return res.status(200).send({
data: this.transfromToResponse(data),
query: this.transfromToResponse(query),
meta: this.transfromToResponse(meta),
});
if (acceptType === 'application/json+table') {
const { table, meta, query } =
await this.trialBalanceSheetService.trialBalanceSheetTable(
tenantId,
filter
);
return res.status(200).send({ table, meta, query });
} else {
const { data, query, meta } =
await this.trialBalanceSheetService.trialBalanceSheet(
tenantId,
filter
);
return res.status(200).send({ data, query, meta });
}
} catch (error) {
next(error);
}

View File

@@ -149,6 +149,11 @@ export default class ItemsController extends BaseController {
.trim()
.escape()
.isLength({ max: DATATYPES_LENGTH.TEXT }),
check('sell_tax_rate_id').optional({ nullable: true }).isInt().toInt(),
check('purchase_tax_rate_id')
.optional({ nullable: true })
.isInt()
.toInt(),
check('category_id')
.optional({ nullable: true })
.isInt({ min: 0, max: DATATYPES_LENGTH.INT_10 })
@@ -508,6 +513,28 @@ export default class ItemsController extends BaseController {
],
});
}
if (error.errorType === 'PURCHASE_TAX_RATE_NOT_FOUND') {
return res.status(400).send({
errors: [
{
type: 'PURCHASE_TAX_RATE_NOT_FOUND',
message: 'Purchase tax rate has not found.',
code: 410,
},
],
});
}
if (error.errorType === 'SELL_TAX_RATE_NOT_FOUND') {
return res.status(400).send({
errors: [
{
type: 'SELL_TAX_RATE_NOT_FOUND',
message: 'Sell tax rate is not found.',
code: 420,
},
],
});
}
}
next(error);
}

View File

@@ -31,14 +31,14 @@ export default class OrganizationController extends BaseController {
router.post(
'/build',
this.organizationValidationSchema,
this.buildOrganizationValidationSchema,
this.validationResult,
asyncMiddleware(this.build.bind(this)),
this.handleServiceErrors.bind(this)
);
router.put(
'/',
this.organizationValidationSchema,
this.updateOrganizationValidationSchema,
this.validationResult,
this.asyncMiddleware(this.updateOrganization.bind(this)),
this.handleServiceErrors.bind(this)
@@ -55,7 +55,7 @@ export default class OrganizationController extends BaseController {
* Organization setup schema.
* @return {ValidationChain[]}
*/
private get organizationValidationSchema(): ValidationChain[] {
private get commonOrganizationValidationSchema(): ValidationChain[] {
return [
check('name').exists().trim(),
check('industry').optional({ nullable: true }).isString().trim().escape(),
@@ -68,6 +68,29 @@ export default class OrganizationController extends BaseController {
];
}
/**
* Build organization validation schema.
* @returns {ValidationChain[]}
*/
private get buildOrganizationValidationSchema(): ValidationChain[] {
return [...this.commonOrganizationValidationSchema];
}
/**
* Update organization validation schema.
* @returns {ValidationChain[]}
*/
private get updateOrganizationValidationSchema(): ValidationChain[] {
return [
...this.commonOrganizationValidationSchema,
check('tax_number')
.optional({ nullable: true })
.isString()
.trim()
.escape(),
];
}
/**
* Builds tenant database and migrate database schema.
* @param {Request} req - Express request.

View File

@@ -115,6 +115,8 @@ export default class BillsController extends BaseController {
check('note').optional().trim().escape(),
check('open').default(false).isBoolean().toBoolean(),
check('is_inclusive_tax').default(false).isBoolean().toBoolean(),
check('entries').isArray({ min: 1 }),
check('entries.*.index').exists().isNumeric().toInt(),
@@ -137,6 +139,15 @@ export default class BillsController extends BaseController {
.optional({ nullable: true })
.isNumeric()
.toInt(),
check('entries.*.tax_code')
.optional({ nullable: true })
.trim()
.escape()
.isString(),
check('entries.*.tax_rate_id')
.optional({ nullable: true })
.isNumeric()
.toInt(),
];
}
@@ -542,6 +553,16 @@ export default class BillsController extends BaseController {
],
});
}
if (error.errorType === 'ITEM_ENTRY_TAX_RATE_CODE_NOT_FOUND') {
return res.boom.badRequest(null, {
errors: [{ type: 'ITEM_ENTRY_TAX_RATE_CODE_NOT_FOUND', code: 1800 }],
});
}
if (error.errorType === 'ITEM_ENTRY_TAX_RATE_ID_NOT_FOUND') {
return res.boom.badRequest(null, {
errors: [{ type: 'ITEM_ENTRY_TAX_RATE_ID_NOT_FOUND', code: 1900 }],
});
}
}
next(error);
}

View File

@@ -0,0 +1,10 @@
exports.up = (knex) => {
return knex.schema.table('bills', (table) => {
table.boolean('is_inclusive_tax').defaultTo(false);
table.decimal('tax_amount_withheld');
});
};
exports.down = (knex) => {
return knex.schema.table('bills', () => {});
};

View File

@@ -0,0 +1,18 @@
exports.up = (knex) => {
return knex.schema.table('items', (table) => {
table
.integer('sell_tax_rate_id')
.unsigned()
.references('id')
.inTable('tax_rates');
table
.integer('purchase_tax_rate_id')
.unsigned()
.references('id')
.inTable('tax_rates');
});
};
exports.down = (knex) => {
return knex.schema.dropTableIfExists('tax_rates');
};

View File

@@ -2,6 +2,7 @@ import { Knex } from 'knex';
import { IDynamicListFilterDTO } from './DynamicFilter';
import { IItemEntry, IItemEntryDTO } from './ItemEntry';
import { IBillLandedCost } from './LandedCost';
export interface IBillDTO {
vendorId: number;
billNumber: string;
@@ -15,10 +16,10 @@ export interface IBillDTO {
exchangeRate?: number;
open: boolean;
entries: IItemEntryDTO[];
branchId?: number;
warehouseId?: number;
projectId?: number;
isInclusiveTax?: boolean;
}
export interface IBillEditDTO {
@@ -80,6 +81,15 @@ export interface IBill {
localAmount?: number;
locatedLandedCosts?: IBillLandedCost[];
amountLocal: number;
subtotal: number;
subtotalLocal: number;
subtotalExcludingTax: number;
taxAmountWithheld: number;
taxAmountWithheldLocal: number;
total: number;
totalLocal: number;
}
export interface IBillsFilter extends IDynamicListFilterDTO {

View File

@@ -22,6 +22,9 @@ export interface IItem {
sellDescription: string;
purchaseDescription: string;
sellTaxRateId: number;
purchaseTaxRateId: number;
quantityOnHand: number;
note: string;
@@ -54,6 +57,9 @@ export interface IItemDTO {
sellDescription: string;
purchaseDescription: string;
sellTaxRateId: number;
purchaseTaxRateId: number;
quantityOnHand: number;
note: string;

View File

@@ -16,6 +16,8 @@ export interface ILedger {
getClosingBalance(): number;
getForeignClosingBalance(): number;
getClosingDebit(): number;
getClosingCredit(): number;
getContactsIds(): number[];
getAccountsIds(): number[];

View File

@@ -25,6 +25,7 @@ export interface IOrganizationUpdateDTO {
timezone: string;
fiscalYear: string;
industry: string;
taxNumber: string;
}
export interface IOrganizationBuildEventPayload {

View File

@@ -36,6 +36,7 @@ export interface ITaxRateCreatedPayload {
}
export interface ITaxRateEditingPayload {
oldTaxRate: ITaxRate;
editTaxRateDTO: IEditTaxRateDTO;
tenantId: number;
trx: Knex.Transaction;

View File

@@ -33,6 +33,7 @@ export interface ITrialBalanceAccount extends ITrialBalanceTotal {
id: number;
parentAccountId: number;
name: string;
formattedName: string;
code: string;
accountNormal: string;
}

View File

@@ -81,6 +81,9 @@ import { ProjectBillableBillSubscriber } from '@/services/Projects/Projects/Proj
import { SyncActualTimeTaskSubscriber } from '@/services/Projects/Times/SyncActualTimeTaskSubscriber';
import { SaleInvoiceTaxRateValidateSubscriber } from '@/services/TaxRates/subscribers/SaleInvoiceTaxRateValidateSubscriber';
import { WriteInvoiceTaxTransactionsSubscriber } from '@/services/TaxRates/subscribers/WriteInvoiceTaxTransactionsSubscriber';
import { BillTaxRateValidateSubscriber } from '@/services/TaxRates/subscribers/BillTaxRateValidateSubscriber';
import { WriteBillTaxTransactionsSubscriber } from '@/services/TaxRates/subscribers/WriteBillTaxTransactionsSubscriber';
import { SyncItemTaxRateOnEditTaxSubscriber } from '@/services/TaxRates/SyncItemTaxRateOnEditTaxSubscriber';
export default () => {
return new EventPublisher();
@@ -188,8 +191,14 @@ export const susbcribers = () => {
ProjectBillableExpensesSubscriber,
ProjectBillableBillSubscriber,
// Tax Rates
// Tax Rates - Sale Invoice
SaleInvoiceTaxRateValidateSubscriber,
WriteInvoiceTaxTransactionsSubscriber,
// Tax Rates - Bills
BillTaxRateValidateSubscriber,
WriteBillTaxTransactionsSubscriber,
SyncItemTaxRateOnEditTaxSubscriber
];
};

View File

@@ -13,6 +13,109 @@ export default class Bill extends mixin(TenantModel, [
CustomViewBaseModel,
ModelSearchable,
]) {
public amount: number;
public paymentAmount: number;
public landedCostAmount: number;
public allocatedCostAmount: number;
public isInclusiveTax: boolean;
public taxAmountWithheld: number;
public exchangeRate: number;
/**
* Timestamps columns.
*/
get timestamps() {
return ['createdAt', 'updatedAt'];
}
/**
* Virtual attributes.
*/
static get virtualAttributes() {
return [
'balance',
'dueAmount',
'isOpen',
'isPartiallyPaid',
'isFullyPaid',
'isPaid',
'remainingDays',
'overdueDays',
'isOverdue',
'unallocatedCostAmount',
'localAmount',
'localAllocatedCostAmount',
'billableAmount',
'amountLocal',
'subtotal',
'subtotalLocal',
'subtotalExludingTax',
'taxAmountWithheldLocal',
'total',
'totalLocal',
];
}
/**
* Invoice amount in base currency.
* @returns {number}
*/
get amountLocal() {
return this.amount * this.exchangeRate;
}
/**
* Subtotal. (Tax inclusive) if the tax inclusive is enabled.
* @returns {number}
*/
get subtotal() {
return this.amount;
}
/**
* Subtotal in base currency. (Tax inclusive) if the tax inclusive is enabled.
* @returns {number}
*/
get subtotalLocal() {
return this.amountLocal;
}
/**
* Sale invoice amount excluding tax.
* @returns {number}
*/
get subtotalExcludingTax() {
return this.isInclusiveTax
? this.subtotal - this.taxAmountWithheld
: this.subtotal;
}
/**
* Tax amount withheld in base currency.
* @returns {number}
*/
get taxAmountWithheldLocal() {
return this.taxAmountWithheld * this.exchangeRate;
}
/**
* Invoice total. (Tax included)
* @returns {number}
*/
get total() {
return this.isInclusiveTax
? this.subtotal
: this.subtotal + this.taxAmountWithheld;
}
/**
* Invoice total in local currency. (Tax included)
* @returns {number}
*/
get totalLocal() {
return this.total * this.exchangeRate;
}
/**
* Table name
*/
@@ -158,40 +261,13 @@ export default class Bill extends mixin(TenantModel, [
};
}
/**
* Timestamps columns.
*/
get timestamps() {
return ['createdAt', 'updatedAt'];
}
/**
* Virtual attributes.
*/
static get virtualAttributes() {
return [
'balance',
'dueAmount',
'isOpen',
'isPartiallyPaid',
'isFullyPaid',
'isPaid',
'remainingDays',
'overdueDays',
'isOverdue',
'unallocatedCostAmount',
'localAmount',
'localAllocatedCostAmount',
'billableAmount',
];
}
/**
* Invoice amount in organization base currency.
* @deprecated
* @returns {number}
*/
get localAmount() {
return this.amount * this.exchangeRate;
return this.amountLocal;
}
/**
@@ -231,7 +307,7 @@ export default class Bill extends mixin(TenantModel, [
* @return {number}
*/
get dueAmount() {
return Math.max(this.amount - this.balance, 0);
return Math.max(this.total - this.balance, 0);
}
/**
@@ -247,7 +323,7 @@ export default class Bill extends mixin(TenantModel, [
* @return {boolean}
*/
get isPartiallyPaid() {
return this.dueAmount !== this.amount && this.dueAmount > 0;
return this.dueAmount !== this.total && this.dueAmount > 0;
}
/**
@@ -308,7 +384,7 @@ export default class Bill extends mixin(TenantModel, [
* Retrieves the calculated amount which have not been invoiced.
*/
get billableAmount() {
return Math.max(this.amount - this.invoicedAmount, 0);
return Math.max(this.total - this.invoicedAmount, 0);
}
/**
@@ -326,6 +402,7 @@ export default class Bill extends mixin(TenantModel, [
const ItemEntry = require('models/ItemEntry');
const BillLandedCost = require('models/BillLandedCost');
const Branch = require('models/Branch');
const TaxRateTransaction = require('models/TaxRateTransaction');
return {
vendor: {
@@ -373,6 +450,21 @@ export default class Bill extends mixin(TenantModel, [
to: 'branches.id',
},
},
/**
* Bill may has associated tax rate transactions.
*/
taxes: {
relation: Model.HasManyRelation,
modelClass: TaxRateTransaction.default,
join: {
from: 'bills.id',
to: 'tax_rate_transactions.referenceId',
},
filter(builder) {
builder.where('reference_type', 'Bill');
},
},
};
}

View File

@@ -65,6 +65,7 @@ export default class Item extends mixin(TenantModel, [
const ItemEntry = require('models/ItemEntry');
const WarehouseTransferEntry = require('models/WarehouseTransferEntry');
const InventoryAdjustmentEntry = require('models/InventoryAdjustmentEntry');
const TaxRate = require('models/TaxRate');
return {
/**
@@ -178,11 +179,35 @@ export default class Item extends mixin(TenantModel, [
to: 'media.id',
},
},
/**
* Item may has sell tax rate.
*/
sellTaxRate: {
relation: Model.BelongsToOneRelation,
modelClass: TaxRate.default,
join: {
from: 'items.sellTaxRateId',
to: 'tax_rates.id',
},
},
/**
* Item may has purchase tax rate.
*/
purchaseTaxRate: {
relation: Model.BelongsToOneRelation,
modelClass: TaxRate.default,
join: {
from: 'items.purchaseTaxRateId',
to: 'tax_rates.id',
},
},
};
}
/**
*
*
*/
static get secureDeleteRelations() {
return [

View File

@@ -99,6 +99,13 @@ export default class ItemEntry extends TenantModel {
: getExlusiveTaxAmount(this.amount, this.taxRate);
}
static calcAmount(itemEntry) {
const { discount, quantity, rate } = itemEntry;
const total = quantity * rate;
return discount ? total - total * discount * 0.01 : total;
}
/**
* Item entry relations.
*/

View File

@@ -1,5 +1,5 @@
import moment from 'moment';
import { defaultTo, uniqBy } from 'lodash';
import { defaultTo, sumBy, uniqBy } from 'lodash';
import { IAccountTransaction, ILedger, ILedgerEntry } from '@/interfaces';
export default class Ledger implements ILedger {
@@ -49,6 +49,15 @@ export default class Ledger implements ILedger {
return this.filter((entry) => entry.accountId === accountId);
}
/**
* Filters entries by the given accounts ids then returns a new ledger.
* @param {number[]} accountsIds - Accounts ids.
* @returns {ILedger}
*/
public whereAccountsIds(accountsIds: number[]): ILedger {
return this.filter((entry) => accountsIds.indexOf(entry.accountId) !== -1);
}
/**
* Filters entries that before or same the given date and returns a new ledger.
* @param {Date|string} fromDate
@@ -130,6 +139,22 @@ export default class Ledger implements ILedger {
return closingBalance;
}
/**
* Retrieves the closing credit of the entries.
* @returns {number}
*/
public getClosingCredit(): number {
return sumBy(this.entries, 'credit');
}
/**
* Retrieves the closing debit of the entries.
* @returns {number}
*/
public getClosingDebit(): number {
return sumBy(this.entries, 'debit');
}
/**
* Retrieve the closing balance of the entries.
* @returns {number}

View File

@@ -10,13 +10,26 @@ import {
} from '@/interfaces';
import FinancialSheet from '../FinancialSheet';
import { allPassedConditionsPass, flatToNestedArray } from 'utils';
import { TrialBalanceSheetRepository } from './TrialBalanceSheetRepository';
export default class TrialBalanceSheet extends FinancialSheet {
tenantId: number;
query: ITrialBalanceSheetQuery;
accounts: IAccount & { type: IAccountType }[];
journalFinancial: any;
baseCurrency: string;
/**
* Trial balance sheet query.
* @param {ITrialBalanceSheetQuery} query
*/
private query: ITrialBalanceSheetQuery;
/**
* Trial balance sheet repository.
* @param {TrialBalanceSheetRepository}
*/
private repository: TrialBalanceSheetRepository;
/**
* Organization base currency.
* @param {string}
*/
private baseCurrency: string;
/**
* Constructor method.
@@ -28,20 +41,58 @@ export default class TrialBalanceSheet extends FinancialSheet {
constructor(
tenantId: number,
query: ITrialBalanceSheetQuery,
accounts: IAccount & { type: IAccountType }[],
journalFinancial: any,
repository: TrialBalanceSheetRepository,
baseCurrency: string
) {
super();
this.tenantId = tenantId;
this.query = query;
this.accounts = accounts;
this.journalFinancial = journalFinancial;
this.repository = repository;
this.numberFormat = this.query.numberFormat;
this.baseCurrency = baseCurrency;
}
/**
* Retrieves the closing credit of the given account.
* @param {number} accountId
* @returns {number}
*/
public getClosingAccountCredit(accountId: number) {
const depsAccountsIds =
this.repository.accountsDepGraph.dependenciesOf(accountId);
return this.repository.totalAccountsLedger
.whereAccountsIds([accountId, ...depsAccountsIds])
.getClosingCredit();
}
/**
* Retrieves the closing debit of the given account.
* @param {number} accountId
* @returns {number}
*/
public getClosingAccountDebit(accountId: number) {
const depsAccountsIds =
this.repository.accountsDepGraph.dependenciesOf(accountId);
return this.repository.totalAccountsLedger
.whereAccountsIds([accountId, ...depsAccountsIds])
.getClosingDebit();
}
/**
* Retrieves the closing total of the given account.
* @param {number} accountId
* @returns {number}
*/
public getClosingAccountTotal(accountId: number) {
const credit = this.getClosingAccountCredit(accountId);
const debit = this.getClosingAccountDebit(accountId);
return debit - credit;
}
/**
* Account mapper.
* @param {IAccount} account
@@ -50,23 +101,28 @@ export default class TrialBalanceSheet extends FinancialSheet {
private accountTransformer = (
account: IAccount & { type: IAccountType }
): ITrialBalanceAccount => {
const trial = this.journalFinancial.getTrialBalanceWithDepands(account.id);
const debit = this.getClosingAccountDebit(account.id);
const credit = this.getClosingAccountCredit(account.id);
const balance = this.getClosingAccountTotal(account.id);
return {
id: account.id,
parentAccountId: account.parentAccountId,
name: account.name,
formattedName: account.code
? `${account.name} - ${account.code}`
: `${account.name}`,
code: account.code,
accountNormal: account.accountNormal,
credit: trial.credit,
debit: trial.debit,
balance: trial.balance,
credit,
debit,
balance,
currencyCode: this.baseCurrency,
formattedCredit: this.formatNumber(trial.credit),
formattedDebit: this.formatNumber(trial.debit),
formattedBalance: this.formatNumber(trial.balance),
formattedCredit: this.formatNumber(credit),
formattedDebit: this.formatNumber(debit),
formattedBalance: this.formatNumber(balance),
};
};
@@ -117,10 +173,7 @@ export default class TrialBalanceSheet extends FinancialSheet {
private filterNoneTransactions = (
accountNode: ITrialBalanceAccount
): boolean => {
const entries = this.journalFinancial.getAccountEntriesWithDepents(
accountNode.id
);
return entries.length > 0;
return false === this.repository.totalAccountsLedger.isEmpty();
};
/**
@@ -200,11 +253,11 @@ export default class TrialBalanceSheet extends FinancialSheet {
*/
public reportData(): ITrialBalanceSheetData {
// Don't return noting if the journal has no transactions.
if (this.journalFinancial.isEmpty()) {
if (this.repository.totalAccountsLedger.isEmpty()) {
return null;
}
// Retrieve accounts nodes.
const accounts = this.accountsSection(this.accounts);
const accounts = this.accountsSection(this.repository.accounts);
// Retrieve account node.
const total = this.tatalSection(accounts);

View File

@@ -0,0 +1,105 @@
import { ITrialBalanceSheetQuery } from '@/interfaces';
import Ledger from '@/services/Accounting/Ledger';
import { Knex } from 'knex';
import { isEmpty } from 'lodash';
import { Service } from 'typedi';
@Service()
export class TrialBalanceSheetRepository {
private query: ITrialBalanceSheetQuery;
private models: any;
public accounts: any;
public accountsDepGraph;
/**
* Total closing accounts ledger.
* @param {Ledger}
*/
public totalAccountsLedger: Ledger;
/**
* Constructor method.
* @param {number} tenantId
* @param {IBalanceSheetQuery} query
*/
constructor(models: any, repos: any, query: ITrialBalanceSheetQuery) {
this.query = query;
this.repos = repos;
this.models = models;
}
/**
* Async initialize.
* @returns {Promise<void>}
*/
public asyncInitialize = async () => {
await this.initAccounts();
await this.initAccountsClosingTotalLedger();
};
// ----------------------------
// # Accounts
// ----------------------------
/**
* Initialize accounts.
* @returns {Promise<void>}
*/
public initAccounts = async () => {
const accounts = await this.getAccounts();
const accountsDepGraph =
await this.repos.accountRepository.getDependencyGraph();
this.accountsDepGraph = accountsDepGraph;
this.accounts = accounts;
};
/**
* Initialize all accounts closing total ledger.
* @return {Promise<void>}
*/
public initAccountsClosingTotalLedger = async (): Promise<void> => {
const totalByAccounts = await this.closingAccountsTotal(this.query.toDate);
this.totalAccountsLedger = Ledger.fromTransactions(totalByAccounts);
};
/**
* Retrieve accounts of the report.
* @return {Promise<IAccount[]>}
*/
private getAccounts = () => {
const { Account } = this.models;
return Account.query();
};
/**
* Retrieve the opening balance transactions of the report.
* @param {Date|string} openingDate -
*/
public closingAccountsTotal = async (openingDate: Date | string) => {
const { AccountTransaction } = this.models;
return AccountTransaction.query().onBuild((query) => {
query.sum('credit as credit');
query.sum('debit as debit');
query.groupBy('accountId');
query.select(['accountId']);
query.modify('filterDateRange', null, openingDate);
query.withGraphFetched('account');
this.commonFilterBranchesQuery(query);
});
};
/**
* Common branches filter query.
* @param {Knex.QueryBuilder} query
*/
private commonFilterBranchesQuery = (query: Knex.QueryBuilder) => {
if (!isEmpty(this.query.branchesIds)) {
query.modify('filterByBranches', this.query.branchesIds);
}
};
}

View File

@@ -2,12 +2,18 @@ import { Service, Inject } from 'typedi';
import moment from 'moment';
import TenancyService from '@/services/Tenancy/TenancyService';
import Journal from '@/services/Accounting/JournalPoster';
import { ITrialBalanceSheetMeta, ITrialBalanceSheetQuery, ITrialBalanceStatement } from '@/interfaces';
import {
ITrialBalanceSheetMeta,
ITrialBalanceSheetQuery,
ITrialBalanceStatement,
} from '@/interfaces';
import TrialBalanceSheet from './TrialBalanceSheet';
import FinancialSheet from '../FinancialSheet';
import InventoryService from '@/services/Inventory/Inventory';
import { parseBoolean } from 'utils';
import { Tenant } from '@/system/models';
import { TrialBalanceSheetRepository } from './TrialBalanceSheetRepository';
import { TrialBalanceSheetTable } from './TrialBalanceSheetTable';
@Service()
export default class TrialBalanceSheetService extends FinancialSheet {
@@ -51,9 +57,8 @@ export default class TrialBalanceSheetService extends FinancialSheet {
reportMetadata(tenantId: number): ITrialBalanceSheetMeta {
const settings = this.tenancy.settings(tenantId);
const isCostComputeRunning = this.inventoryService.isItemsCostComputeRunning(
tenantId
);
const isCostComputeRunning =
this.inventoryService.isItemsCostComputeRunning(tenantId);
const organizationName = settings.get({
group: 'organization',
key: 'name',
@@ -72,10 +77,8 @@ export default class TrialBalanceSheetService extends FinancialSheet {
/**
* Retrieve trial balance sheet statement.
* -------------
* @param {number} tenantId
* @param {IBalanceSheetQuery} query
*
* @return {IBalanceSheetStatement}
*/
public async trialBalanceSheet(
@@ -86,43 +89,27 @@ export default class TrialBalanceSheetService extends FinancialSheet {
...this.defaultQuery,
...query,
};
const {
accountRepository,
transactionsRepository,
} = this.tenancy.repositories(tenantId);
const tenant = await Tenant.query()
.findById(tenantId)
.withGraphFetched('metadata');
this.logger.info('[trial_balance_sheet] trying to calcualte the report.', {
tenantId,
filter,
});
// Retrieve all accounts on the storage.
const accounts = await accountRepository.all();
const accountsGraph = await accountRepository.getDependencyGraph();
const models = this.tenancy.models(tenantId);
const repos = this.tenancy.repositories(tenantId);
// Retrieve all journal transactions based on the given query.
const transactions = await transactionsRepository.journal({
fromDate: query.fromDate,
toDate: query.toDate,
sumationCreditDebit: true,
branchesIds: query.branchesIds
});
// Transform transactions array to journal collection.
const transactionsJournal = Journal.fromTransactions(
transactions,
tenantId,
accountsGraph
const trialBalanceSheetRepos = new TrialBalanceSheetRepository(
models,
repos,
filter
);
await trialBalanceSheetRepos.asyncInitialize();
// Trial balance report instance.
const trialBalanceInstance = new TrialBalanceSheet(
tenantId,
filter,
accounts,
transactionsJournal,
tenant.metadata.baseCurrency,
trialBalanceSheetRepos,
tenant.metadata.baseCurrency
);
// Trial balance sheet data.
const trialBalanceSheetData = trialBalanceInstance.reportData();
@@ -133,4 +120,27 @@ export default class TrialBalanceSheetService extends FinancialSheet {
meta: this.reportMetadata(tenantId),
};
}
/**
* Retrieves the trial balance sheet table.
* @param {number} tenantId
* @param {ITrialBalanceSheetQuery} query
* @returns {Promise<any>}
*/
public async trialBalanceSheetTable(
tenantId: number,
query: ITrialBalanceSheetQuery
) {
const trialBalance = await this.trialBalanceSheet(tenantId, query);
const table = new TrialBalanceSheetTable(trialBalance.data, query, {});
return {
table: {
columns: table.tableColumns(),
rows: table.tableRows(),
},
meta: trialBalance.meta,
query: trialBalance.query,
};
}
}

View File

@@ -0,0 +1,146 @@
import * as R from 'ramda';
import FinancialSheet from '../FinancialSheet';
import { FinancialTable } from '../FinancialTable';
import {
IBalanceSheetStatementData,
ITableColumn,
ITableColumnAccessor,
ITableRow,
ITrialBalanceAccount,
ITrialBalanceSheetData,
ITrialBalanceSheetQuery,
ITrialBalanceTotal,
} from '@/interfaces';
import { tableRowMapper } from '@/utils';
import { IROW_TYPE } from '../BalanceSheet/constants';
import { FinancialSheetStructure } from '../FinancialSheetStructure';
export class TrialBalanceSheetTable extends R.compose(
FinancialTable,
FinancialSheetStructure
)(FinancialSheet) {
/**
* @param {ITrialBalanceSheetData}
*/
public data: ITrialBalanceSheetData;
/**
* Balance sheet query.
* @param {ITrialBalanceSheetQuery}
*/
public query: ITrialBalanceSheetQuery;
/**
* Constructor method.
* @param {IBalanceSheetStatementData} reportData -
* @param {ITrialBalanceSheetQuery} query -
*/
constructor(
data: ITrialBalanceSheetData,
query: ITrialBalanceSheetQuery,
i18n: any
) {
super();
this.data = data;
this.query = query;
this.i18n = i18n;
}
/**
* Retrieve the common columns for all report nodes.
* @param {ITableColumnAccessor[]}
*/
private commonColumnsAccessors = (): ITableColumnAccessor[] => {
return [
{ key: 'account', accessor: 'formattedName' },
{ key: 'debit', accessor: 'formattedDebit' },
{ key: 'credit', accessor: 'formattedCredit' },
{ key: 'total', accessor: 'formattedBalance' },
];
};
/**
* Maps the account node to table row.
* @param {ITrialBalanceAccount} node -
* @returns {ITableRow}
*/
private accountNodeTableRowsMapper = (
node: ITrialBalanceAccount
): ITableRow => {
const columns = this.commonColumnsAccessors();
const meta = {
rowTypes: [IROW_TYPE.ACCOUNT],
id: node.id,
};
return tableRowMapper(node, columns, meta);
};
/**
* Maps the total node to table row.
* @param {ITrialBalanceTotal} node -
* @returns {ITableRow}
*/
private totalNodeTableRowsMapper = (node: ITrialBalanceTotal): ITableRow => {
const columns = this.commonColumnsAccessors();
const meta = {
rowTypes: [IROW_TYPE.TOTAL],
id: node.id,
};
return tableRowMapper(node, columns, meta);
};
/**
* Mappes the given report sections to table rows.
* @param {IBalanceSheetDataNode[]} nodes -
* @return {ITableRow}
*/
private accountsToTableRowsMap = (
nodes: ITrialBalanceAccount[]
): ITableRow[] => {
return this.mapNodesDeep(nodes, this.accountNodeTableRowsMapper);
};
/**
* Retrieves the accounts table rows of the given report data.
* @returns {ITableRow[]}
*/
private accountsTableRows = (): ITableRow[] => {
return this.accountsToTableRowsMap(this.data.accounts);
};
/**
* Maps the given total node to table row.
* @returns {ITableRow}
*/
private totalTableRow = (): ITableRow => {
return this.totalNodeTableRowsMapper(this.data.total);
};
/**
* Retrieves the table rows.
* @returns {ITableRow[]}
*/
public tableRows = (): ITableRow[] => {
return R.compose(
R.append(this.totalTableRow()),
R.concat(this.accountsTableRows())
)([]);
};
/**
* Retrrieves the table columns.
* @returns {ITableColumn[]}
*/
public tableColumns = (): ITableColumn[] => {
return R.compose(
this.tableColumnsCellIndexing,
R.concat([
{ key: 'account_name', label: 'Account' },
{ key: 'debit', label: 'Debit' },
{ key: 'credit', label: 'Credit' },
{ key: 'total', label: 'Total' },
])
)([]);
};
}

View File

@@ -0,0 +1,5 @@
export enum IROW_TYPE {
ACCOUNT = 'ACCOUNT',
TOTAL = 'TOTAL',
}

View File

@@ -55,6 +55,18 @@ export class CreateItem {
itemDTO.inventoryAccountId
);
}
if (itemDTO.purchaseTaxRateId) {
await this.validators.validatePurchaseTaxRateExistance(
tenantId,
itemDTO.purchaseTaxRateId
);
}
if (itemDTO.sellTaxRateId) {
await this.validators.validateSellTaxRateExistance(
tenantId,
itemDTO.sellTaxRateId
);
}
}
/**

View File

@@ -76,6 +76,20 @@ export class EditItem {
itemDTO.inventoryAccountId
);
}
// Validate the purchase tax rate id existance.
if (itemDTO.purchaseTaxRateId) {
await this.validators.validatePurchaseTaxRateExistance(
tenantId,
itemDTO.purchaseTaxRateId
);
}
// Validate the sell tax rate id existance.
if (itemDTO.sellTaxRateId) {
await this.validators.validateSellTaxRateExistance(
tenantId,
itemDTO.sellTaxRateId
);
}
// Validate inventory account should be modified in inventory item
// has inventory transactions.
await this.validators.validateItemInvnetoryAccountModified(

View File

@@ -27,6 +27,8 @@ export class GetItem {
.withGraphFetched('category')
.withGraphFetched('costAccount')
.withGraphFetched('itemWarehouses.warehouse')
.withGraphFetched('sellTaxRate')
.withGraphFetched('purchaseTaxRate')
.throwIfNotFound();
return this.transformer.transform(tenantId, item, new ItemTransformer());

View File

@@ -241,4 +241,40 @@ export class ItemsValidators {
throw new ServiceError(ERRORS.ITEM_CANNOT_CHANGE_INVENTORY_TYPE);
}
}
/**
* Validate the purchase tax rate id existance.
* @param {number} tenantId -
* @param {number} taxRateId -
*/
public async validatePurchaseTaxRateExistance(
tenantId: number,
taxRateId: number
) {
const { TaxRate } = this.tenancy.models(tenantId);
const foundTaxRate = await TaxRate.query().findById(taxRateId);
if (!foundTaxRate) {
throw new ServiceError(ERRORS.PURCHASE_TAX_RATE_NOT_FOUND);
}
}
/**
* Validate the sell tax rate id existance.
* @param {number} tenantId
* @param {number} taxRateId
*/
public async validateSellTaxRateExistance(
tenantId: number,
taxRateId: number
) {
const { TaxRate } = this.tenancy.models(tenantId);
const foundTaxRate = await TaxRate.query().findById(taxRateId);
if (!foundTaxRate) {
throw new ServiceError(ERRORS.SELL_TAX_RATE_NOT_FOUND);
}
}
}

View File

@@ -22,7 +22,10 @@ export const ERRORS = {
TYPE_CANNOT_CHANGE_WITH_ITEM_HAS_TRANSACTIONS: 'TYPE_CANNOT_CHANGE_WITH_ITEM_HAS_TRANSACTIONS',
INVENTORY_ACCOUNT_CANNOT_MODIFIED: 'INVENTORY_ACCOUNT_CANNOT_MODIFIED',
ITEM_HAS_ASSOCIATED_TRANSACTIONS: 'ITEM_HAS_ASSOCIATED_TRANSACTIONS'
ITEM_HAS_ASSOCIATED_TRANSACTIONS: 'ITEM_HAS_ASSOCIATED_TRANSACTIONS',
PURCHASE_TAX_RATE_NOT_FOUND: 'PURCHASE_TAX_RATE_NOT_FOUND',
SELL_TAX_RATE_NOT_FOUND: 'SELL_TAX_RATE_NOT_FOUND',
};
export const DEFAULT_VIEW_COLUMNS = [];

View File

@@ -203,8 +203,8 @@ export class BillPaymentGLEntries {
/**
* Retrieves the payment GL payable entry.
* @param {IBillPayment} billPayment
* @param {number} APAccountId
* @param {IBillPayment} billPayment
* @param {number} APAccountId
* @returns {ILedgerEntry}
*/
private getPaymentGLPayableEntry = (

View File

@@ -14,6 +14,7 @@ import {
import { BranchTransactionDTOTransform } from '@/services/Branches/Integrations/BranchTransactionDTOTransform';
import { WarehouseTransactionDTOTransform } from '@/services/Warehouses/Integrations/WarehouseTransactionDTOTransform';
import HasTenancyService from '@/services/Tenancy/TenancyService';
import { ItemEntriesTaxTransactions } from '@/services/TaxRates/ItemEntriesTaxTransactions';
@Service()
export class BillDTOTransformer {
@@ -23,6 +24,9 @@ export class BillDTOTransformer {
@Inject()
private warehouseDTOTransform: WarehouseTransactionDTOTransform;
@Inject()
private taxDTOTransformer: ItemEntriesTaxTransactions;
@Inject()
private tenancy: HasTenancyService;
@@ -73,14 +77,24 @@ export class BillDTOTransformer {
const billNumber = billDTO.billNumber || oldBill?.billNumber;
const initialEntries = billDTO.entries.map((entry) => ({
reference_type: 'Bill',
referenceType: 'Bill',
isInclusiveTax: billDTO.isInclusiveTax,
...omit(entry, ['amount']),
}));
const entries = await composeAsync(
const asyncEntries = await composeAsync(
// Associate tax rate from tax id to entries.
this.taxDTOTransformer.assocTaxRateFromTaxIdToEntries(tenantId),
// Associate tax rate id from tax code to entries.
this.taxDTOTransformer.assocTaxRateIdFromCodeToEntries(tenantId),
// Sets the default cost account to the bill entries.
this.setBillEntriesDefaultAccounts(tenantId)
)(initialEntries);
const entries = R.compose(
// Remove tax code from entries.
R.map(R.omit(['taxCode']))
)(asyncEntries);
const initialDTO = {
...formatDateFields(omit(billDTO, ['open', 'entries']), [
'billDate',
@@ -100,6 +114,8 @@ export class BillDTOTransformer {
userId: authorizedUser.id,
};
return R.compose(
// Associates tax amount withheld to the model.
this.taxDTOTransformer.assocTaxAmountWithheldFromEntries,
this.branchDTOTransform.transformDTO(tenantId),
this.warehouseDTOTransform.transformDTO(tenantId)
)(initialDTO);

View File

@@ -7,6 +7,7 @@ import { AccountNormal, IBill, IItemEntry, ILedgerEntry } from '@/interfaces';
import HasTenancyService from '@/services/Tenancy/TenancyService';
import Ledger from '@/services/Accounting/Ledger';
import LedgerStorageService from '@/services/Accounting/LedgerStorageService';
import ItemsEntriesService from '@/services/Items/ItemsEntriesService';
@Service()
export class BillGLEntries {
@@ -16,6 +17,9 @@ export class BillGLEntries {
@Inject()
private ledgerStorage: LedgerStorageService;
@Inject()
private itemsEntriesService: ItemsEntriesService;
/**
* Creates bill GL entries.
* @param {number} tenantId -
@@ -43,8 +47,16 @@ export class BillGLEntries {
{},
trx
);
const billLedger = this.getBillLedger(bill, APAccount.id);
// Find or create tax payable account.
const taxPayableAccount = await accountRepository.findOrCreateTaxPayable(
{},
trx
);
const billLedger = this.getBillLedger(
bill,
APAccount.id,
taxPayableAccount.id
);
// Commit the GL enties on the storage.
await this.ledgerStorage.commit(tenantId, billLedger, trx);
};
@@ -83,7 +95,7 @@ export class BillGLEntries {
/**
* Retrieves the bill common entry.
* @param {IBill} bill
* @param {IBill} bill
* @returns {ILedgerEntry}
*/
private getBillCommonEntry = (bill: IBill) => {
@@ -119,7 +131,7 @@ export class BillGLEntries {
(bill: IBill, entry: IItemEntry, index: number): ILedgerEntry => {
const commonJournalMeta = this.getBillCommonEntry(bill);
const localAmount = bill.exchangeRate * entry.amount;
const localAmount = bill.exchangeRate * entry.amountExludingTax;
const landedCostAmount = sumBy(entry.allocatedCostEntries, 'cost');
return {
@@ -173,7 +185,7 @@ export class BillGLEntries {
return {
...commonJournalMeta,
credit: bill.localAmount,
credit: bill.totalLocal,
accountId: payableAccountId,
contactId: bill.vendorId,
accountNormal: AccountNormal.CREDIT,
@@ -182,15 +194,62 @@ export class BillGLEntries {
};
};
/**
* Retrieves the bill tax GL entry.
* @param {IBill} bill -
* @param {number} taxPayableAccountId -
* @param {IItemEntry} entry -
* @param {number} index -
* @returns {ILedgerEntry}
*/
private getBillTaxEntry = R.curry(
(
bill: IBill,
taxPayableAccountId: number,
entry: IItemEntry,
index: number
): ILedgerEntry => {
const commonJournalMeta = this.getBillCommonEntry(bill);
return {
...commonJournalMeta,
debit: entry.taxAmount,
index,
indexGroup: 30,
accountId: taxPayableAccountId,
accountNormal: AccountNormal.CREDIT,
taxRateId: entry.taxRateId,
taxRate: entry.taxRate,
};
}
);
/**
* Retrieves the bill tax GL entries.
* @param {IBill} bill
* @param {number} taxPayableAccountId
* @returns {ILedgerEntry[]}
*/
private getBillTaxEntries = (bill: IBill, taxPayableAccountId: number) => {
// Retrieves the non-zero tax entries.
const nonZeroTaxEntries = this.itemsEntriesService.getNonZeroEntries(
bill.entries
);
const transformTaxEntry = this.getBillTaxEntry(bill, taxPayableAccountId);
return nonZeroTaxEntries.map(transformTaxEntry);
};
/**
* Retrieves the given bill GL entries.
* @param {IBill} bill
* @param {number} payableAccountId
* @param {IBill} bill
* @param {number} payableAccountId
* @returns {ILedgerEntry[]}
*/
private getBillGLEntries = (
bill: IBill,
payableAccountId: number
payableAccountId: number,
taxPayableAccountId: number
): ILedgerEntry[] => {
const payableEntry = this.getBillPayableEntry(payableAccountId, bill);
@@ -201,18 +260,28 @@ export class BillGLEntries {
const landedCostEntries = bill.locatedLandedCosts.map(
landedCostTransformer
);
const taxEntries = this.getBillTaxEntries(bill, taxPayableAccountId);
// Allocate cost entries journal entries.
return [payableEntry, ...itemsEntries, ...landedCostEntries];
return [payableEntry, ...itemsEntries, ...landedCostEntries, ...taxEntries];
};
/**
* Retrieves the given bill ledger.
* @param {IBill} bill
* @param {number} payableAccountId
* @param {IBill} bill
* @param {number} payableAccountId
* @returns {Ledger}
*/
private getBillLedger = (bill: IBill, payableAccountId: number) => {
const entries = this.getBillGLEntries(bill, payableAccountId);
private getBillLedger = (
bill: IBill,
payableAccountId: number,
taxPayableAccountId: number
) => {
const entries = this.getBillGLEntries(
bill,
payableAccountId,
taxPayableAccountId
);
return new Ledger(entries);
};

View File

@@ -28,7 +28,8 @@ export class GetBill {
.findById(billId)
.withGraphFetched('vendor')
.withGraphFetched('entries.item')
.withGraphFetched('branch');
.withGraphFetched('branch')
.withGraphFetched('taxes.taxRate');
// Validates the bill existance.
this.validators.validateBillExistance(bill);

View File

@@ -1,27 +1,42 @@
import { IBill } from '@/interfaces';
import { Transformer } from '@/lib/Transformer/Transformer';
import { SaleInvoiceTaxEntryTransformer } from '@/services/Sales/Invoices/SaleInvoiceTaxEntryTransformer';
import { formatNumber } from 'utils';
export class PurchaseInvoiceTransformer extends Transformer {
/**
* Include these attributes to sale invoice object.
* Include these attributes to sale bill object.
* @returns {Array}
*/
public includeAttributes = (): string[] => {
return [
'formattedBillDate',
'formattedDueDate',
'formattedAmount',
'formattedPaymentAmount',
'formattedBalance',
'formattedDueAmount',
'formattedExchangeRate',
'subtotalFormatted',
'subtotalLocalFormatted',
'subtotalExcludingTaxFormatted',
'taxAmountWithheldLocalFormatted',
'totalFormatted',
'totalLocalFormatted',
'taxes',
];
};
/**
* Retrieve formatted invoice date.
* @param {IBill} invoice
* Excluded attributes.
* @returns {string[]}
*/
public excludeAttributes = (): string[] => {
return ['amount', 'amountLocal', 'localAmount'];
};
/**
* Retrieve formatted bill date.
* @param {IBill} bill
* @returns {String}
*/
protected formattedBillDate = (bill: IBill): string => {
@@ -29,8 +44,8 @@ export class PurchaseInvoiceTransformer extends Transformer {
};
/**
* Retrieve formatted invoice date.
* @param {IBill} invoice
* Retrieve formatted bill date.
* @param {IBill} bill
* @returns {String}
*/
protected formattedDueDate = (bill: IBill): string => {
@@ -39,7 +54,7 @@ export class PurchaseInvoiceTransformer extends Transformer {
/**
* Retrieve formatted bill amount.
* @param {IBill} invoice
* @param {IBill} bill
* @returns {string}
*/
protected formattedAmount = (bill): string => {
@@ -48,7 +63,7 @@ export class PurchaseInvoiceTransformer extends Transformer {
/**
* Retrieve formatted bill amount.
* @param {IBill} invoice
* @param {IBill} bill
* @returns {string}
*/
protected formattedPaymentAmount = (bill): string => {
@@ -59,7 +74,7 @@ export class PurchaseInvoiceTransformer extends Transformer {
/**
* Retrieve formatted bill amount.
* @param {IBill} invoice
* @param {IBill} bill
* @returns {string}
*/
protected formattedDueAmount = (bill): string => {
@@ -77,10 +92,90 @@ export class PurchaseInvoiceTransformer extends Transformer {
/**
* Retrieve the formatted exchange rate.
* @param {ISaleInvoice} invoice
* @param {IBill} bill
* @returns {string}
*/
protected formattedExchangeRate = (invoice): string => {
return formatNumber(invoice.exchangeRate, { money: false });
protected formattedExchangeRate = (bill): string => {
return formatNumber(bill.exchangeRate, {
currencyCode: this.context.organization.baseCurrency,
});
};
/**
* Retrieves the formatted subtotal.
* @param {IBill} bill
* @returns {string}
*/
protected subtotalFormatted = (bill): string => {
return formatNumber(bill.subtotal, {
currencyCode: bill.currencyCode,
});
};
/**
* Retrieves the local subtotal formatted.
* @param {IBill} bill
* @returns {string}
*/
protected subtotalLocalFormatted = (bill): string => {
return formatNumber(bill.subtotalLocal, {
currencyCode: this.context.organization.baseCurrency,
});
};
/**
* Retrieves the formatted subtotal tax excluded.
* @param {IBill} bill
* @returns {string}
*/
protected subtotalExcludingTaxFormatted = (bill): string => {
return formatNumber(bill.subtotalExludingTax, {
currencyCode: bill.currencyCode,
});
};
/**
* Retrieves the local formatted tax amount withheld
* @param {IBill} bill
* @returns {string}
*/
protected taxAmountWithheldLocalFormatted = (bill): string => {
return formatNumber(bill.taxAmountWithheldLocal, {
currencyCode: this.context.organization.baseCurrency,
});
};
/**
* Retrieves the total formatted.
* @param {IBill} bill
* @returns {string}
*/
protected totalFormatted = (bill): string => {
return formatNumber(bill.total, {
currencyCode: bill.currencyCode,
});
};
/**
* Retrieves the local total formatted.
* @param {IBill} bill
* @returns {string}
*/
protected totalLocalFormatted = (bill): string => {
return formatNumber(bill.totalLocal, {
currencyCode: this.context.organization.baseCurrency,
});
};
/**
* Retrieve the taxes lines of bill.
* @param {Bill} bill
*/
protected taxes = (bill) => {
return this.item(bill.taxes, new SaleInvoiceTaxEntryTransformer(), {
subtotal: bill.subtotal,
isInclusiveTax: bill.isInclusiveTax,
currencyCode: bill.currencyCode,
});
};
}

View File

@@ -218,7 +218,8 @@ export class SaleInvoiceGLEntries {
...commonEntry,
credit: entry.taxAmount,
accountId: taxPayableAccountId,
index: index + 3,
index: index + 1,
indexGroup: 30,
accountNormal: AccountNormal.CREDIT,
taxRateId: entry.taxRateId,
taxRate: entry.taxRate,

View File

@@ -62,8 +62,8 @@ export class SaleInvoiceTaxEntryTransformer extends Transformer {
const taxRate = this.taxRate(taxEntry);
return this.options.isInclusiveTax
? getInclusiveTaxAmount(this.options.amount, taxRate)
: getExlusiveTaxAmount(this.options.amount, taxRate);
? getInclusiveTaxAmount(this.options.subtotal, taxRate)
: getExlusiveTaxAmount(this.options.subtotal, taxRate);
};
/**

View File

@@ -171,7 +171,7 @@ export class SaleInvoiceTransformer extends Transformer {
*/
protected taxes = (invoice) => {
return this.item(invoice.taxes, new SaleInvoiceTaxEntryTransformer(), {
amount: invoice.amount,
subtotal: invoice.subtotal,
isInclusiveTax: invoice.isInclusiveTax,
currencyCode: invoice.currencyCode,
});

View File

@@ -115,6 +115,7 @@ export class EditTaxRateService {
// Triggers `onTaxRateEdited` event.
await this.eventPublisher.emitAsync(events.taxRates.onEdited, {
editTaxRateDTO,
oldTaxRate,
taxRate,
tenantId,
trx,

View File

@@ -0,0 +1,55 @@
import { Knex } from 'knex';
import { Inject, Service } from 'typedi';
import HasTenancyService from '../Tenancy/TenancyService';
@Service()
export class SyncItemTaxRateOnEditTaxRate {
@Inject()
private tenancy: HasTenancyService;
/**
* Syncs the new tax rate created to item default sell tax rate.
* @param {number} tenantId
* @param {number} itemId
* @param {number} sellTaxRateId
*/
public updateItemSellTaxRate = async (
tenantId: number,
oldSellTaxRateId: number,
sellTaxRateId: number,
trx?: Knex.Transaction
) => {
const { Item } = this.tenancy.models(tenantId);
// Can't continue if the old and new sell tax rate id are equal.
if (oldSellTaxRateId === sellTaxRateId) return;
await Item.query().where('sellTaxRateId', oldSellTaxRateId).update({
sellTaxRateId,
});
};
/**
* Syncs the new tax rate created to item default purchase tax rate.
* @param {number} tenantId
* @param {number} itemId
* @param {number} purchaseTaxRateId
*/
public updateItemPurchaseTaxRate = async (
tenantId: number,
oldPurchaseTaxRateId: number,
purchaseTaxRateId: number,
trx?: Knex.Transaction
) => {
const { Item } = this.tenancy.models(tenantId);
// Can't continue if the old and new sell tax rate id are equal.
if (oldPurchaseTaxRateId === purchaseTaxRateId) return;
await Item.query(trx)
.where('purchaseTaxRateId', oldPurchaseTaxRateId)
.update({
purchaseTaxRateId,
});
};
}

View File

@@ -0,0 +1,45 @@
import { Inject, Service } from 'typedi';
import { SyncItemTaxRateOnEditTaxRate } from './SyncItemTaxRateOnEditTaxRate';
import events from '@/subscribers/events';
import { ITaxRateEditedPayload } from '@/interfaces';
import { runAfterTransaction } from '../UnitOfWork/TransactionsHooks';
@Service()
export class SyncItemTaxRateOnEditTaxSubscriber {
@Inject()
private syncItemRateOnEdit: SyncItemTaxRateOnEditTaxRate;
/**
* Attaches events with handles.
*/
public attach(bus) {
bus.subscribe(
events.taxRates.onEdited,
this.handleSyncNewTaxRateToItemTaxRate
);
}
/**
* Syncs the new tax rate created to default item tax rates.
* @param {ITaxRateEditedPayload} payload -
*/
private handleSyncNewTaxRateToItemTaxRate = async ({
taxRate,
tenantId,
oldTaxRate,
trx,
}: ITaxRateEditedPayload) => {
runAfterTransaction(trx, async () => {
await this.syncItemRateOnEdit.updateItemPurchaseTaxRate(
tenantId,
oldTaxRate.id,
taxRate.id
);
await this.syncItemRateOnEdit.updateItemSellTaxRate(
tenantId,
oldTaxRate.id,
taxRate.id
);
});
};
}

View File

@@ -0,0 +1,89 @@
import { Inject, Service } from 'typedi';
import { IBillCreatingPayload, IBillEditingPayload } from '@/interfaces';
import events from '@/subscribers/events';
import { CommandTaxRatesValidators } from '../CommandTaxRatesValidators';
@Service()
export class BillTaxRateValidateSubscriber {
@Inject()
private taxRateDTOValidator: CommandTaxRatesValidators;
/**
* Attaches events with handlers.
*/
public attach(bus) {
bus.subscribe(
events.bill.onCreating,
this.validateBillEntriesTaxCodeExistanceOnCreating
);
bus.subscribe(
events.bill.onCreating,
this.validateBillEntriesTaxIdExistanceOnCreating
);
bus.subscribe(
events.bill.onEditing,
this.validateBillEntriesTaxCodeExistanceOnEditing
);
bus.subscribe(
events.bill.onEditing,
this.validateBillEntriesTaxIdExistanceOnEditing
);
return bus;
}
/**
* Validate bill entries tax rate code existance when creating.
* @param {IBillCreatingPayload}
*/
private validateBillEntriesTaxCodeExistanceOnCreating = async ({
billDTO,
tenantId,
}: IBillCreatingPayload) => {
await this.taxRateDTOValidator.validateItemEntriesTaxCode(
tenantId,
billDTO.entries
);
};
/**
* Validate the tax rate id existance when creating.
* @param {IBillCreatingPayload}
*/
private validateBillEntriesTaxIdExistanceOnCreating = async ({
billDTO,
tenantId,
}: IBillCreatingPayload) => {
await this.taxRateDTOValidator.validateItemEntriesTaxCodeId(
tenantId,
billDTO.entries
);
};
/**
* Validate bill entries tax rate code existance when editing.
* @param {IBillEditingPayload}
*/
private validateBillEntriesTaxCodeExistanceOnEditing = async ({
tenantId,
billDTO,
}: IBillEditingPayload) => {
await this.taxRateDTOValidator.validateItemEntriesTaxCode(
tenantId,
billDTO.entries
);
};
/**
* Validates the bill entries tax rate id existance when editing.
* @param {ISaleInvoiceEditingPayload} payload -
*/
private validateBillEntriesTaxIdExistanceOnEditing = async ({
tenantId,
billDTO,
}: IBillEditingPayload) => {
await this.taxRateDTOValidator.validateItemEntriesTaxCodeId(
tenantId,
billDTO.entries
);
};
}

View File

@@ -0,0 +1,87 @@
import { Inject, Service } from 'typedi';
import {
IBIllEventDeletedPayload,
IBillCreatedPayload,
IBillEditedPayload,
ISaleInvoiceCreatedPayload,
ISaleInvoiceDeletedPayload,
ISaleInvoiceEditedPayload,
} from '@/interfaces';
import events from '@/subscribers/events';
import { WriteTaxTransactionsItemEntries } from '../WriteTaxTransactionsItemEntries';
@Service()
export class WriteBillTaxTransactionsSubscriber {
@Inject()
private writeTaxTransactions: WriteTaxTransactionsItemEntries;
/**
* Attaches events with handlers.
*/
public attach(bus) {
bus.subscribe(
events.bill.onCreated,
this.writeInvoiceTaxTransactionsOnCreated
);
bus.subscribe(
events.bill.onEdited,
this.rewriteInvoiceTaxTransactionsOnEdited
);
bus.subscribe(
events.bill.onDeleted,
this.removeInvoiceTaxTransactionsOnDeleted
);
return bus;
}
/**
* Writes the bill tax transactions on invoice created.
* @param {ISaleInvoiceCreatingPaylaod}
*/
private writeInvoiceTaxTransactionsOnCreated = async ({
tenantId,
bill,
trx,
}: IBillCreatedPayload) => {
await this.writeTaxTransactions.writeTaxTransactionsFromItemEntries(
tenantId,
bill.entries,
trx
);
};
/**
* Rewrites the bill tax transactions on invoice edited.
* @param {IBillEditedPayload} payload -
*/
private rewriteInvoiceTaxTransactionsOnEdited = async ({
tenantId,
bill,
trx,
}: IBillEditedPayload) => {
await this.writeTaxTransactions.rewriteTaxRateTransactionsFromItemEntries(
tenantId,
bill.entries,
'Bill',
bill.id,
trx
);
};
/**
* Removes the invoice tax transactions on invoice deleted.
* @param {IBIllEventDeletedPayload}
*/
private removeInvoiceTaxTransactionsOnDeleted = async ({
tenantId,
oldBill,
trx,
}: IBIllEventDeletedPayload) => {
await this.writeTaxTransactions.removeTaxTransactionsFromItemEntries(
tenantId,
oldBill.id,
'Bill',
trx
);
};
}

View File

@@ -1,87 +0,0 @@
import { Inject, Service } from 'typedi';
import events from '@/subscribers/events';
import TenancyService from '@/services/Tenancy/TenancyService';
import BillsService from '@/services/Purchases/Bills';
import {
IBillCreatedPayload,
IBillEditedPayload,
IBIllEventDeletedPayload,
} from '@/interfaces';
@Service()
export default class BillWriteGLEntriesSubscriber {
@Inject()
tenancy: TenancyService;
@Inject()
billsService: BillsService;
/**
* Attaches events with handles.
*/
public attach(bus) {
bus.subscribe(
events.bill.onCreated,
this.handlerWriteJournalEntriesOnCreate
);
bus.subscribe(
events.bill.onEdited,
this.handleOverwriteJournalEntriesOnEdit
);
bus.subscribe(events.bill.onDeleted, this.handlerDeleteJournalEntries);
}
/**
* Handles writing journal entries once bill created.
* @param {IBillCreatedPayload} payload -
*/
private handlerWriteJournalEntriesOnCreate = async ({
tenantId,
billId,
bill,
trx,
}: IBillCreatedPayload) => {
// Can't continue if the bill is not opened yet.
if (!bill.openedAt) return null;
await this.billsService.recordJournalTransactions(
tenantId,
billId,
false,
trx
);
};
/**
* Handles the overwriting journal entries once bill edited.
* @param {IBillEditedPayload} payload -
*/
private handleOverwriteJournalEntriesOnEdit = async ({
tenantId,
billId,
bill,
trx,
}: IBillEditedPayload) => {
// Can't continue if the bill is not opened yet.
if (!bill.openedAt) return null;
await this.billsService.recordJournalTransactions(
tenantId,
billId,
true,
trx
);
};
/**
* Handles revert journal entries on bill deleted.
* @param {IBIllEventDeletedPayload} payload -
*/
private handlerDeleteJournalEntries = async ({
tenantId,
billId,
trx,
}: IBIllEventDeletedPayload) => {
await this.billsService.revertJournalEntries(tenantId, billId, trx);
};
}

View File

@@ -0,0 +1,11 @@
exports.up = function (knex) {
return knex.schema.table('tenants_metadata', (table) => {
table.string('tax_number')
});
};
exports.down = function (knex) {
return knex.schema.table('tenants_metadata', (table) => {
table.dropColumn('tax_number');
});
};

View File

@@ -1,18 +1,7 @@
const path = require('path');
const webpack = require('webpack');
const dotenv = require('dotenv-webpack');
module.exports = {
webpack: {
plugins: [
new dotenv(),
new webpack.DefinePlugin({
'process.env': {
MONOREPO_VERSION: JSON.stringify(require('../../lerna.json').version),
},
}),
],
alias: {
'@': path.resolve(__dirname, 'src'),
},

View File

@@ -117,6 +117,12 @@
"resolutions": {
"react-error-overlay": "6.0.9"
},
"eslintConfig": {
"extends": [
"react-app",
"react-app/jest"
]
},
"browserslist": {
"production": [
">0.2%",

View File

@@ -1,5 +1,3 @@
import React from 'react';
import AccountDrawer from '@/containers/Drawers/AccountDrawer';
import ManualJournalDrawer from '@/containers/Drawers/ManualJournalDrawer';
import ExpenseDrawer from '@/containers/Drawers/ExpenseDrawer';

View File

@@ -26,6 +26,10 @@ const SelectButton = styled(Button)`
position: relative;
padding-right: 30px;
&.bp4-small{
padding-right: 24px;
}
&:not(.is-selected):not([class*='bp4-intent-']):not(.bp4-minimal) {
color: #5c7080;
}

View File

@@ -0,0 +1,62 @@
// @ts-nocheck
import * as R from 'ramda';
import intl from 'react-intl-universal';
import { FSelect } from '@/components';
import { DialogsName } from '@/constants/dialogs';
import withDialogActions from '@/containers/Dialog/withDialogActions';
import { MenuItem } from '@blueprintjs/core';
// Create new account renderer.
const createNewItemRenderer = (query, active, handleClick) => {
return (
<MenuItem
icon="add"
text={intl.get('list.create', { value: `"${query}"` })}
active={active}
onClick={handleClick}
/>
);
};
// Create new item from the given query string.
const createNewItemFromQuery = (name) => ({ name });
/**
* Tax rates select field binded with Formik form.
* @returns {JSX.Element}
*/
function TaxRatesSelectRoot({
// #withDialogActions
openDialog,
// #ownProps
allowCreate,
...restProps
}) {
// Maybe inject new item props to select component.
const maybeCreateNewItemRenderer = allowCreate ? createNewItemRenderer : null;
const maybeCreateNewItemFromQuery = allowCreate
? createNewItemFromQuery
: null;
// Handles the create item click.
const handleCreateItemClick = () => {
openDialog(DialogsName.TaxRateForm);
};
return (
<FSelect
valueAccessor={'id'}
labelAccessor={'code'}
textAccessor={'name_formatted'}
popoverProps={{ minimal: true, usePortal: true, inline: false }}
createNewItemRenderer={maybeCreateNewItemRenderer}
createNewItemFromQuery={maybeCreateNewItemFromQuery}
onCreateItemSelect={handleCreateItemClick}
{...restProps}
/>
);
}
export const TaxRatesSelect = R.compose(withDialogActions)(TaxRatesSelectRoot);

View File

@@ -0,0 +1,7 @@
import { TaxType } from '@/interfaces/TaxRates';
export const InclusiveTaxOptions = [
{ key: TaxType.Inclusive, label: 'Inclusive of Tax' },
{ key: TaxType.Exclusive, label: 'Exclusive of Tax' },
];

View File

@@ -1,5 +1,4 @@
// @ts-nocheck
import React, { useMemo } from 'react';
import intl from 'react-intl-universal';
import { Formik } from 'formik';
import { Link } from 'react-router-dom';

View File

@@ -34,10 +34,10 @@ export function Sidebar() {
* @returns {React.JSX}
*/
function SidebarFooterVersion() {
const { MONOREPO_VERSION } = process.env;
const { REACT_APP_VERSION } = process.env;
if (!MONOREPO_VERSION) {
if (!REACT_APP_VERSION) {
return null;
}
return <div class="sidebar__version">v{MONOREPO_VERSION}</div>;
return <div class="sidebar__version">v{REACT_APP_VERSION}</div>;
}

View File

@@ -1,5 +1,4 @@
// @ts-nocheck
import React from 'react';
import { Button, Popover, Menu, Position } from '@blueprintjs/core';
import { Icon } from '@/components';

View File

@@ -30,7 +30,7 @@ export default function BillDetailHeader() {
<CommercialDocTopHeader>
<DetailsMenu>
<AmountDetailItem label={intl.get('amount')}>
<h3 class="big-number">{bill.formatted_amount}</h3>
<h3 class="big-number">{bill.total_formatted}</h3>
</AmountDetailItem>
<StatusDetailItem>
<BillDetailsStatus bill={bill} />

View File

@@ -1,11 +1,8 @@
// @ts-nocheck
import React from 'react';
import styled from 'styled-components';
import {
TotalLineBorderStyle,
TotalLineTextStyle,
FormatNumber,
T,
TotalLines,
TotalLine,
@@ -23,12 +20,20 @@ export function BillDetailTableFooter() {
<BillTotalLines labelColWidth={'180px'} amountColWidth={'180px'}>
<TotalLine
title={<T id={'bill.details.subtotal'} />}
value={<FormatNumber value={bill.amount} />}
value={bill.subtotal_formatted}
borderStyle={TotalLineBorderStyle.SingleDark}
/>
{bill.taxes.map((taxRate) => (
<TotalLine
key={taxRate.id}
title={`${taxRate.name} [${taxRate.tax_rate}%]`}
value={taxRate.tax_rate_amount_formatted}
textStyle={TotalLineTextStyle.Regular}
/>
))}
<TotalLine
title={<T id={'bill.details.total'} />}
value={bill.formatted_amount}
value={bill.total_formatted}
borderStyle={TotalLineBorderStyle.DoubleDark}
textStyle={TotalLineTextStyle.Bold}
/>
@@ -39,6 +44,7 @@ export function BillDetailTableFooter() {
<TotalLine
title={<T id={'bill.details.due_amount'} />}
value={bill.formatted_due_amount}
textStyle={TotalLineTextStyle.Bold}
/>
</BillTotalLines>
</BillDetailsFooterRoot>

View File

@@ -67,6 +67,14 @@ export default function ItemDetailHeader() {
label={intl.get('cost_account_id')}
children={defaultTo(item.cost_account?.name, '-')}
/>
<DetailItem
label={intl.get('item.details.sell_tax_rate')}
children={item?.sell_tax_rate?.name}
/>
<DetailItem
label={intl.get('item.details.purchase_tax_rate')}
children={item?.purchase_tax_rate?.name}
/>
<If condition={item.type === 'inventory'}>
<DetailItem
label={intl.get('inventory_account')}

View File

@@ -0,0 +1,16 @@
import { Box } from '@/components';
import styled from 'styled-components';
export const EntriesActionsBar = styled(Box)`
padding-bottom: 12px;
display: flex;
.bp4-form-group {
margin-bottom: 0;
label.bp4-label {
opacity: 0.6;
margin-right: 8px;
}
}
`;

View File

@@ -8,20 +8,30 @@ import { DataTableEditable } from '@/components';
import { useEditableItemsEntriesColumns } from './components';
import {
useFetchItemRow,
composeRowsOnNewRow,
useComposeRowsOnEditTableCell,
useComposeRowsOnRemoveTableRow,
useComposeRowsOnNewRow,
} from './utils';
import {
ItemEntriesTableProvider,
useItemEntriesTableContext,
} from './ItemEntriesTableProvider';
import { useUncontrolled } from '@/hooks/useUncontrolled';
import { ItemEntry } from '@/interfaces/ItemEntries';
interface ItemsEntriesTableProps {
initialValue?: ItemEntry;
value?: ItemEntry[];
onChange?: (entries: ItemEntry[]) => void;
taxRates?: any[];
minLinesNumber?: number;
enableTaxRates?: boolean;
}
/**
* Items entries table.
*/
function ItemsEntriesTable(props) {
function ItemsEntriesTable(props: ItemsEntriesTableProps) {
const { value, initialValue, onChange } = props;
const [localValue, handleChange] = useUncontrolled({
@@ -51,6 +61,7 @@ function ItemEntriesTableRoot() {
currencyCode,
landedCost,
taxRates,
itemType,
} = useItemEntriesTableContext();
// Editiable items entries columns.
@@ -58,11 +69,12 @@ function ItemEntriesTableRoot() {
const composeRowsOnEditCell = useComposeRowsOnEditTableCell();
const composeRowsOnDeleteRow = useComposeRowsOnRemoveTableRow();
const composeRowsOnNewRow = useComposeRowsOnNewRow();
// Handle the fetch item row details.
const { setItemRow, cellsLoading, isItemFetching } = useFetchItemRow({
landedCost,
itemType: null,
itemType,
notifyNewRow: (newRow, rowIndex) => {
// Update the rate, description and quantity data of the row.
const newRows = composeRowsOnNewRow(rowIndex, newRow, localValue);
@@ -119,8 +131,11 @@ ItemsEntriesTable.defaultProps = {
discount: '',
},
initialEntries: [],
taxRates: [],
items: [],
linesNumber: 1,
minLinesNumber: 1,
enableTaxRates: true,
};
export default ItemsEntriesTable;

View File

@@ -92,7 +92,7 @@ const LandedCostHeaderCell = () => {
*/
export function useEditableItemsEntriesColumns() {
const { featureCan } = useFeatureCan();
const { landedCost } = useItemEntriesTableContext();
const { landedCost, enableTaxRates } = useItemEntriesTableContext();
const isProjectsFeatureEnabled = featureCan(Features.Projects);
@@ -132,13 +132,17 @@ export function useEditableItemsEntriesColumns() {
width: 70,
align: Align.Right,
},
{
Header: 'Tax rate',
accessor: 'tax_rate_id',
Cell: TaxRatesSuggestInputCell,
disableSortBy: true,
width: 110,
},
...(enableTaxRates
? [
{
Header: 'Tax rate',
accessor: 'tax_rate_id',
Cell: TaxRatesSuggestInputCell,
disableSortBy: true,
width: 110,
},
]
: []),
{
Header: intl.get('discount'),
accessor: 'discount',

View File

@@ -1,8 +1,7 @@
// @ts-nocheck
import React, { useCallback } from 'react';
import React, { useCallback, useMemo } from 'react';
import * as R from 'ramda';
import { sumBy, isEmpty, last, keyBy } from 'lodash';
import { sumBy, isEmpty, last, keyBy, groupBy } from 'lodash';
import { useItem } from '@/hooks/query';
import {
toSafeNumber,
@@ -12,6 +11,7 @@ import {
updateAutoAddNewLine,
orderingLinesIndexes,
updateTableRow,
formattedAmount,
} from '@/utils';
import { useItemEntriesTableContext } from './ItemEntriesTableProvider';
@@ -119,17 +119,24 @@ export function useFetchItemRow({ landedCost, itemType, notifyNewRow }) {
// Detarmines whether the landed cost checkbox should be disabled.
const landedCostDisabled = isLandedCostDisabled(item);
const taxRateId =
itemType === ITEM_TYPE.PURCHASABLE
? item.purchase_tax_rate_id
: item.sell_tax_rate_id;
// The new row.
const newRow = {
rate: price,
description,
quantity: 1,
tax_rate_id: taxRateId,
...(landedCost
? {
landed_cost: false,
landed_cost_disabled: landedCostDisabled,
}
: {}),
taxRateId,
};
setItemRow(null);
saveInvoke(notifyNewRow, newRow, rowIndex);
@@ -158,13 +165,21 @@ export const composeRowsOnEditCell = R.curry(
/**
* Compose table rows when insert a new row to table rows.
*/
export const composeRowsOnNewRow = R.curry((rowIndex, newRow, rows) => {
return compose(
orderingLinesIndexes,
updateItemsEntriesTotal,
updateTableRow(rowIndex, newRow),
)(rows);
});
export const useComposeRowsOnNewRow = () => {
const { taxRates, isInclusiveTax } = useItemEntriesTableContext();
return React.useMemo(() => {
return R.curry((rowIndex, newRow, rows) => {
return compose(
assignEntriesTaxAmount(isInclusiveTax),
assignEntriesTaxRate(taxRates),
orderingLinesIndexes,
updateItemsEntriesTotal,
updateTableRow(rowIndex, newRow),
)(rows);
});
}, [isInclusiveTax, taxRates]);
};
/**
* Associate tax rate to entries.
@@ -266,3 +281,29 @@ export const useComposeRowsOnRemoveTableRow = () => {
[minLinesNumber, defaultEntry, localValue],
);
};
/**
* Retrieves the aggregate tax rates from the given item entries.
*/
export const aggregateItemEntriesTaxRates = R.curry((taxRates, entries) => {
const taxRatesById = keyBy(taxRates, 'id');
// Calculate the total tax amount of invoice entries.
const filteredEntries = entries.filter((e) => e.tax_rate_id);
const groupedTaxRates = groupBy(filteredEntries, 'tax_rate_id');
return Object.keys(groupedTaxRates).map((taxRateId) => {
const taxRate = taxRatesById[taxRateId];
const taxRates = groupedTaxRates[taxRateId];
const totalTaxAmount = sumBy(taxRates, 'tax_amount');
const taxAmountFormatted = formattedAmount(totalTaxAmount, 'USD');
return {
taxRateId,
taxRate: taxRate.rate,
label: `${taxRate.name} [${taxRate.rate}%]`,
taxAmount: totalTaxAmount,
taxAmountFormatted,
};
});
});

View File

@@ -62,6 +62,7 @@ const BalanceSheetDataTable = styled(ReportDataTable)`
border-bottom: 0;
padding-top: 0.32rem;
padding-bottom: 0.32rem;
color: #252A31;
}
&.is-expanded {
.td:not(.name) .cell-inner {
@@ -72,6 +73,7 @@ const BalanceSheetDataTable = styled(ReportDataTable)`
.td {
font-weight: 500;
border-top: 1px solid #bbb;
color: #000;
}
}

View File

@@ -60,9 +60,8 @@ const CashflowStatementDataTable = styled(DataTable)`
border-bottom: 0;
padding-top: 0.32rem;
padding-bottom: 0.32rem;
color: #252a31;
}
// &.row-type--AGGREGATE,
&.row_type--ACCOUNTS {
border-top: 1px solid #bbb;
}
@@ -72,6 +71,9 @@ const CashflowStatementDataTable = styled(DataTable)`
&.row_type--TOTAL {
font-weight: 500;
.td {
color: #000;
}
&:not(:first-child) .td {
border-top: 1px solid #bbb;
}

View File

@@ -61,6 +61,7 @@ const ProfitLossDataTable = styled(ReportDataTable)`
border-bottom: 0;
padding-top: 0.32rem;
padding-bottom: 0.32rem;
color: #252A31;
}
&.is-expanded {
.td:not(.name) .cell-inner {
@@ -71,6 +72,7 @@ const ProfitLossDataTable = styled(ReportDataTable)`
.td {
font-weight: 500;
border-top: 1px solid #bbb;
color: #000;
}
}
&:last-of-type .td {

View File

@@ -15,7 +15,6 @@ import {
} from './components';
import withTrialBalanceActions from './withTrialBalanceActions';
import { compose } from '@/utils';
/**

View File

@@ -8,8 +8,7 @@ import { tableRowTypesToClassnames } from '@/utils';
import { ReportDataTable, FinancialSheet } from '@/components';
import { useTrialBalanceSheetContext } from './TrialBalanceProvider';
import { useTrialBalanceTableColumns } from './components';
import { useTrialBalanceSheetTableColumns } from './hooks';
/**
* Trial Balance sheet data table.
@@ -17,12 +16,12 @@ import { useTrialBalanceTableColumns } from './components';
export default function TrialBalanceSheetTable({ companyName }) {
// Trial balance sheet context.
const {
trialBalanceSheet: { tableRows, query },
trialBalanceSheet: { table, query },
isLoading,
} = useTrialBalanceSheetContext();
// Trial balance sheet table columns.
const columns = useTrialBalanceTableColumns();
const columns = useTrialBalanceSheetTableColumns();
return (
<FinancialSheet
@@ -36,7 +35,7 @@ export default function TrialBalanceSheetTable({ companyName }) {
>
<TrialBalanceDataTable
columns={columns}
data={tableRows}
data={table.rows}
expandable={true}
expandToggleColumn={1}
expandColumnSpace={1}
@@ -59,7 +58,7 @@ const TrialBalanceDataTable = styled(ReportDataTable)`
.balance.td {
border-top-color: #000;
}
.tr.row_type--total .td {
.tr.row_type--TOTAL .td {
border-top: 1px solid #bbb;
font-weight: 500;
border-bottom: 3px double #000;

View File

@@ -1,88 +1,10 @@
// @ts-nocheck
import React from 'react';
import intl from 'react-intl-universal';
import { Button } from '@blueprintjs/core';
import { Align } from '@/constants';
import { getColumnWidth } from '@/utils';
import { CellTextSpan } from '@/components/Datatable/Cells';
import { If, Icon, FormattedMessage as T } from '@/components';
import { useTrialBalanceSheetContext } from './TrialBalanceProvider';
import { FinancialComputeAlert } from '../FinancialReportPage';
import FinancialLoadingBar from '../FinancialLoadingBar';
/**
* Retrieves the credit column.
*/
const getCreditColumn = (data) => {
const width = getColumnWidth(data, `credit`, { minWidth: 140 });
return {
Header: intl.get('credit'),
Cell: CellTextSpan,
accessor: 'formatted_credit',
className: 'credit',
width,
textOverview: true,
align: Align.Right,
};
};
/**
* Retrieves the debit column.
*/
const getDebitColumn = (data) => {
return {
Header: intl.get('debit'),
Cell: CellTextSpan,
accessor: 'formatted_debit',
width: getColumnWidth(data, `debit`, { minWidth: 140 }),
textOverview: true,
align: Align.Right,
};
};
/**
* Retrieves the balance column.
*/
const getBalanceColumn = (data) => {
return {
Header: intl.get('balance'),
Cell: CellTextSpan,
accessor: 'formatted_balance',
className: 'balance',
width: getColumnWidth(data, `balance`, { minWidth: 140 }),
textOverview: true,
align: Align.Right,
};
};
/**
* Retrieve trial balance sheet table columns.
*/
export const useTrialBalanceTableColumns = () => {
// Trial balance sheet context.
const {
trialBalanceSheet: { tableRows },
} = useTrialBalanceSheetContext();
return React.useMemo(
() => [
{
Header: intl.get('account_name'),
accessor: (row) => (row.code ? `${row.name} - ${row.code}` : row.name),
className: 'name',
width: 350,
textOverview: true,
},
getCreditColumn(tableRows),
getDebitColumn(tableRows),
getBalanceColumn(tableRows),
],
[tableRows],
);
};
/**
* Trial balance sheet progress loading bar.
*/
@@ -101,7 +23,7 @@ export function TrialBalanceSheetLoadingBar() {
*/
export function TrialBalanceSheetAlerts() {
const {
trialBalanceSheet: { meta },
trialBalanceSheet,
isLoading,
refetchSheet,
} = useTrialBalanceSheetContext();
@@ -115,7 +37,7 @@ export function TrialBalanceSheetAlerts() {
return null;
}
// Can't continue if the cost compute job is not running.
if (!meta.is_cost_compute_running) {
if (!trialBalanceSheet?.meta.is_cost_compute_running) {
return null;
}

View File

@@ -0,0 +1,56 @@
// @ts-nocheck
import * as R from 'ramda';
import { Align } from '@/constants';
import { getColumnWidth } from '@/utils';
const ACCOUNT_NAME_COLUMN_WIDTH = 320;
const AMOUNT_COLUMNS_MIN_WIDTH = 120;
const AMOUNT_COLUMNS_MAGIC_SPACING = 10;
const getTableCellValueAccessor = (index: number) => `cells[${index}].value`;
const accountNameAccessor = R.curry((data, column) => {
const accessor = getTableCellValueAccessor(column.cell_index);
return {
Header: column.label,
id: column.key,
accessor,
className: column.key,
width: ACCOUNT_NAME_COLUMN_WIDTH,
};
});
const amountAccessor = R.curry((data, column) => {
const accessor = getTableCellValueAccessor(column.cell_index);
return {
Header: column.label,
id: column.key,
accessor,
className: column.key,
width: getColumnWidth(data, accessor, {
magicSpacing: AMOUNT_COLUMNS_MAGIC_SPACING,
minWidth: AMOUNT_COLUMNS_MIN_WIDTH,
}),
align: Align.Right,
};
});
const dynamicColumnMapper = R.curry((data, column) => {
const accountNameColumn = accountNameAccessor(data);
const creditColumn = amountAccessor(data);
const debitColumn = amountAccessor(data);
const totalColumn = amountAccessor(data);
return R.compose(
R.when(R.pathEq(['key'], 'account_name'), accountNameColumn),
R.when(R.pathEq(['key'], 'credit'), creditColumn),
R.when(R.pathEq(['key'], 'debit'), debitColumn),
R.when(R.pathEq(['key'], 'total'), totalColumn),
)(column);
});
export const trialBalancesheetDynamicColumns = (columns, data) => {
return R.map(dynamicColumnMapper(data), columns);
};

View File

@@ -0,0 +1,18 @@
// @ts-nocheck
import React from 'react';
import { useTrialBalanceSheetContext } from './TrialBalanceProvider';
import { trialBalancesheetDynamicColumns } from './dynamicColumns';
/**
* Retrieves the trial balance sheet columns.
*/
export const useTrialBalanceSheetTableColumns = () => {
const {
trialBalanceSheet: { table },
} = useTrialBalanceSheetContext();
return React.useMemo(
() => trialBalancesheetDynamicColumns(table.columns, table.rows),
[table],
);
};

View File

@@ -29,14 +29,16 @@ import {
costPriceFieldShouldUpdate,
costAccountFieldShouldUpdate,
purchaseDescFieldShouldUpdate,
taxRateFieldShouldUpdate,
} from './utils';
import { compose, inputIntent } from '@/utils';
import { TaxRatesSelect } from '@/components/TaxRates/TaxRatesSelect';
/**
* Item form body.
*/
function ItemFormBody({ organization: { base_currency } }) {
const { accounts } = useItemFormContext();
const { accounts, taxRates } = useItemFormContext();
const { values } = useFormikContext();
return (
@@ -111,7 +113,20 @@ function ItemFormBody({ organization: { base_currency } }) {
filterByParentTypes={[ACCOUNT_PARENT_TYPE.INCOME]}
fill={true}
allowCreate={true}
fastField={true}
fastField={true}
/>
</FFormGroup>
{/*------------- Sell Tax Rate ------------- */}
<FFormGroup
name={'sell_tax_rate_id'}
label={'Tax Rate'}
inline={true}
>
<TaxRatesSelect
name={'sell_tax_rate_id'}
items={taxRates}
allowCreate
/>
</FFormGroup>
@@ -213,6 +228,24 @@ function ItemFormBody({ organization: { base_currency } }) {
/>
</FFormGroup>
{/*------------- Purchase Tax Rate ------------- */}
<FFormGroup
name={'purchase_tax_rate_id'}
label={'Tax Rate'}
inline={true}
fastField={true}
shouldUpdateDeps={{ taxRates }}
shouldUpdate={taxRateFieldShouldUpdate}
>
<TaxRatesSelect
name={'purchase_tax_rate_id'}
items={taxRates}
allowCreate={true}
fastField={true}
shouldUpdateDeps={{ taxRates }}
/>
</FFormGroup>
<FastField
name={'purchase_description'}
purchasable={values.purchasable}

View File

@@ -10,6 +10,7 @@ import {
useAccounts,
} from '@/hooks/query';
import { useWatchItemError } from './utils';
import { useTaxRates } from '@/hooks/query/taxRates';
const ItemFormContext = createContext();
@@ -30,6 +31,8 @@ function ItemFormProvider({ itemId, ...props }) {
data: { itemsCategories },
} = useItemsCategories();
const { data: taxRates, isLoading: isTaxRatesLoading } = useTaxRates();
// Fetches the given item details.
const itemQuery = useItem(itemId || duplicateId, {
enabled: !!itemId || !!duplicateId,
@@ -69,6 +72,7 @@ function ItemFormProvider({ itemId, ...props }) {
accounts,
item,
itemsCategories,
taxRates,
submitPayload,
isNewMode,
@@ -76,6 +80,7 @@ function ItemFormProvider({ itemId, ...props }) {
isAccountsLoading,
isItemsCategoriesLoading,
isItemLoading,
isTaxRatesLoading,
createItemMutate,
editItemMutate,

View File

@@ -23,12 +23,14 @@ const defaultInitialValues = {
sell_price: '',
cost_account_id: '',
sell_account_id: '',
sell_tax_rate_id: '',
inventory_account_id: '',
category_id: '',
sellable: 1,
purchasable: true,
sell_description: '',
purchase_description: '',
purchase_tax_rate_id: '',
};
/**
@@ -187,6 +189,13 @@ export const purchaseDescFieldShouldUpdate = (newProps, oldProps) => {
);
};
export const taxRateFieldShouldUpdate = (newProps, oldProps) => {
return (
newProps.shouldUpdateDeps.taxRates !== oldProps.shouldUpdateDeps.taxRates ||
defaultFastFieldShouldUpdate(newProps, oldProps)
);
};
export function transformItemsTableState(tableState) {
return {
...transformTableStateToQuery(tableState),

View File

@@ -6,6 +6,9 @@ const Schema = Yup.object().shape({
name: Yup.string()
.required()
.label(intl.get('organization_name_')),
tax_number: Yup.string()
.nullable()
.label(intl.get('organization_tax_number_')),
industry: Yup.string()
.nullable()
.label(intl.get('organization_industry_')),

View File

@@ -59,6 +59,17 @@ export default function PreferencesGeneralForm({ isSubmitting }) {
<FInputGroup medium={'true'} name={'name'} fastField={true} />
</FFormGroup>
{/* ---------- Organization Tax Number ---------- */}
<FFormGroup
name={'tax_number'}
label={<T id={'organization_tax_number'} />}
inline={true}
helperText={<T id={'shown_on_sales_forms_and_purchase_orders'} />}
fastField={true}
>
<FInputGroup medium={'true'} name={'tax_number'} fastField={true} />
</FFormGroup>
{/* ---------- Industry ---------- */}
<FFormGroup
name={'industry'}

View File

@@ -23,6 +23,7 @@ const defaultValues = {
fiscal_year: '',
date_format: '',
timezone: '',
tax_number: '',
};
/**

View File

@@ -26,6 +26,7 @@ import {
handleErrors,
} from './utils';
import withCurrentOrganization from '@/containers/Organization/withCurrentOrganization';
import { BillFormEntriesActions } from './BillFormEntriesActions';
/**
* Bill form.
@@ -126,7 +127,10 @@ function BillForm({
<Form>
<BillFormTopBar />
<BillFormHeader />
<BillItemsEntriesEditor />
<div className={classNames(CLASSES.PAGE_FORM_BODY)}>
<BillFormEntriesActions />
<BillItemsEntriesEditor />
</div>
<BillFormFooter />
<BillFloatingActions />
</Form>

View File

@@ -0,0 +1,58 @@
// @ts-nocheck
import styled from 'styled-components';
import { useFormikContext } from 'formik';
import { FFormGroup, FSelect } from '@/components';
import { InclusiveTaxOptions } from '@/constants/InclusiveTaxOptions';
import { composeEntriesOnEditInclusiveTax } from './utils';
import { EntriesActionsBar } from '@/containers/Entries/EntriesActionBar';
export function BillFormEntriesActions() {
return (
<EntriesActionsBar>
<BillExclusiveInclusiveSelect />
</EntriesActionsBar>
);
}
/**
* Bill exclusive/inclusive select.
* @returns {React.ReactNode}
*/
export function BillExclusiveInclusiveSelect(props) {
const { values, setFieldValue } = useFormikContext();
const handleItemSelect = (item) => {
const newEntries = composeEntriesOnEditInclusiveTax(
item.key,
values.entries,
);
setFieldValue('inclusive_exclusive_tax', item.key);
setFieldValue('entries', newEntries);
};
return (
<InclusiveFormGroup
name={'inclusive_exclusive_tax'}
label={'Amounts are'}
inline={true}
>
<FSelect
name={'inclusive_exclusive_tax'}
items={InclusiveTaxOptions}
textAccessor={'label'}
labelAccessor={() => ''}
valueAccessor={'key'}
popoverProps={{ minimal: true, usePortal: true, inline: false }}
buttonProps={{ small: true }}
onItemSelect={handleItemSelect}
filterable={false}
{...props}
/>
</InclusiveFormGroup>
);
}
const InclusiveFormGroup = styled(FFormGroup)`
margin-left: auto;
`;

View File

@@ -1,15 +1,14 @@
// @ts-nocheck
import React from 'react';
import styled from 'styled-components';
import {
T,
TotalLines,
TotalLine,
TotalLineBorderStyle,
TotalLineTextStyle,
} from '@/components';
import { useBillTotals } from './utils';
import { useBillAggregatedTaxRates, useBillTotals } from './utils';
import { useFormikContext } from 'formik';
import { TaxType } from '@/interfaces/TaxRates';
export function BillFormFooterRight() {
const {
@@ -19,26 +18,46 @@ export function BillFormFooterRight() {
formattedPaymentTotal,
} = useBillTotals();
const {
values: { inclusive_exclusive_tax, currency_code },
} = useFormikContext();
const taxEntries = useBillAggregatedTaxRates();
return (
<BillTotalLines labelColWidth={'180px'} amountColWidth={'180px'}>
<TotalLine
title={<T id={'bill_form.label.subtotal'} />}
title={
<>
{inclusive_exclusive_tax === TaxType.Inclusive
? 'Subtotal (Tax Inclusive)'
: 'Subtotal'}
</>
}
value={formattedSubtotal}
borderStyle={TotalLineBorderStyle.None}
/>
{taxEntries.map((tax, index) => (
<TotalLine
key={index}
title={tax.label}
value={tax.taxAmountFormatted}
borderStyle={TotalLineBorderStyle.None}
/>
))}
<TotalLine
title={<T id={'bill_form.label.total'} />}
title={`Total (${currency_code})`}
value={formattedTotal}
borderStyle={TotalLineBorderStyle.SingleDark}
textStyle={TotalLineTextStyle.Bold}
/>
<TotalLine
title={<T id={'bill_form.label.total'} />}
title={'Paid Amount'}
value={formattedPaymentTotal}
borderStyle={TotalLineBorderStyle.None}
/>
<TotalLine
title={<T id={'bill_form.label.total'} />}
title={'Due Amount'}
value={formattedDueTotal}
textStyle={TotalLineTextStyle.Bold}
/>

View File

@@ -15,6 +15,7 @@ import {
useCreateBill,
useEditBill,
} from '@/hooks/query';
import { useTaxRates } from '@/hooks/query/taxRates';
const BillFormContext = createContext();
@@ -83,6 +84,9 @@ function BillFormProvider({ billId, ...props }) {
isSuccess: isBranchesSuccess,
} = useBranches({}, { enabled: isBranchFeatureCan });
// Fetch tax rates.
const { data: taxRates, isLoading: isTaxRatesLoading } = useTaxRates();
// Fetches the projects list.
const {
data: { projects },
@@ -103,7 +107,10 @@ function BillFormProvider({ billId, ...props }) {
// Determines whether the warehouse and branches are loading.
const isFeatureLoading =
isWarehouesLoading || isBranchesLoading || isProjectsLoading;
isWarehouesLoading ||
isBranchesLoading ||
isProjectsLoading ||
isTaxRatesLoading;
const provider = {
accounts,
@@ -113,6 +120,7 @@ function BillFormProvider({ billId, ...props }) {
warehouses,
branches,
projects,
taxRates,
submitPayload,
isNewMode,
@@ -124,6 +132,7 @@ function BillFormProvider({ billId, ...props }) {
isFeatureLoading,
isBranchesSuccess,
isWarehousesSuccess,
isTaxRatesLoading,
createBillMutate,
editBillMutate,

View File

@@ -1,45 +1,41 @@
// @ts-nocheck
import React from 'react';
import classNames from 'classnames';
import ItemsEntriesTable from '@/containers/Entries/ItemsEntriesTable';
import { FastField } from 'formik';
import { CLASSES } from '@/constants/classes';
import { useBillFormContext } from './BillFormProvider';
import { entriesFieldShouldUpdate } from './utils';
import { ITEM_TYPE } from '@/containers/Entries/utils';
/**
* Bill form body.
* Bill form body.
*/
export default function BillFormBody({ defaultBill }) {
const { items } = useBillFormContext();
const { items, taxRates } = useBillFormContext();
return (
<div className={classNames(CLASSES.PAGE_FORM_BODY)}>
<FastField
name={'entries'}
items={items}
shouldUpdate={entriesFieldShouldUpdate}
>
{({
form: { values, setFieldValue },
field: { value },
meta: { error, touched },
}) => (
<ItemsEntriesTable
entries={value}
onUpdateData={(entries) => {
setFieldValue('entries', entries);
}}
items={items}
errors={error}
linesNumber={4}
currencyCode={values.currency_code}
itemType={ITEM_TYPE.PURCHASABLE}
landedCost={true}
/>
)}
</FastField>
</div>
<FastField
name={'entries'}
items={items}
shouldUpdate={entriesFieldShouldUpdate}
>
{({
form: { values, setFieldValue },
field: { value },
meta: { error, touched },
}) => (
<ItemsEntriesTable
value={value}
onChange={(entries) => {
setFieldValue('entries', entries);
}}
items={items}
errors={error}
linesNumber={4}
currencyCode={values.currency_code}
itemType={ITEM_TYPE.PURCHASABLE}
taxRates={taxRates}
landedCost={true}
/>
)}
</FastField>
);
}

View File

@@ -3,7 +3,7 @@ import React from 'react';
import moment from 'moment';
import intl from 'react-intl-universal';
import * as R from 'ramda';
import { first } from 'lodash';
import { first, chain } from 'lodash';
import { Intent } from '@blueprintjs/core';
import { useFormikContext } from 'formik';
import { AppToaster } from '@/components';
@@ -17,6 +17,8 @@ import {
import {
updateItemsEntriesTotal,
ensureEntriesHaveEmptyLine,
assignEntriesTaxAmount,
aggregateItemEntriesTaxRates,
} from '@/containers/Entries/utils';
import { useCurrentOrganization } from '@/hooks/state';
import {
@@ -24,6 +26,7 @@ import {
getEntriesTotal,
} from '@/containers/Entries/utils';
import { useBillFormContext } from './BillFormProvider';
import { TaxType } from '@/interfaces/TaxRates';
export const MIN_LINES_NUMBER = 1;
@@ -37,6 +40,9 @@ export const defaultBillEntry = {
description: '',
amount: '',
landed_cost: false,
tax_rate_id: '',
tax_rate: '',
tax_amount: '',
};
// Default bill.
@@ -46,6 +52,7 @@ export const defaultBill = {
bill_date: moment(new Date()).format('YYYY-MM-DD'),
due_date: moment(new Date()).format('YYYY-MM-DD'),
reference_no: '',
inclusive_exclusive_tax: TaxType.Inclusive,
note: '',
open: '',
branch_id: '',
@@ -82,6 +89,9 @@ export const transformToEditForm = (bill) => {
return {
...transformToForm(bill, defaultBill),
inclusive_exclusive_tax: bill.is_inclusive_tax
? TaxType.Inclusive
: TaxType.Exclusive,
entries,
};
};
@@ -228,11 +238,12 @@ export const useSetPrimaryWarehouseToForm = () => {
*/
export const useBillTotals = () => {
const {
values: { entries, currency_code: currencyCode },
values: { currency_code: currencyCode },
} = useFormikContext();
// Retrieves the bili entries total.
const total = React.useMemo(() => getEntriesTotal(entries), [entries]);
// Retrieves the bill subtotal.
const subtotal = useBillSubtotal();
const total = useBillTotal();
// Retrieves the formatted total money.
const formattedTotal = React.useMemo(
@@ -241,8 +252,8 @@ export const useBillTotals = () => {
);
// Retrieves the formatted subtotal.
const formattedSubtotal = React.useMemo(
() => formattedAmount(total, currencyCode, { money: false }),
[total, currencyCode],
() => formattedAmount(subtotal, currencyCode, { money: false }),
[subtotal, currencyCode],
);
// Retrieves the payment total.
const paymentTotal = React.useMemo(() => 0, []);
@@ -288,3 +299,86 @@ export const useBillIsForeignCustomer = () => {
);
return isForeignCustomer;
};
/**
* Re-calculates the entries tax amount when editing.
* @returns {string}
*/
export const composeEntriesOnEditInclusiveTax = (
inclusiveExclusiveTax: string,
entries,
) => {
return R.compose(
assignEntriesTaxAmount(inclusiveExclusiveTax === 'inclusive'),
)(entries);
};
/**
* Retreives the bill aggregated tax rates.
* @returns {Array}
*/
export const useBillAggregatedTaxRates = () => {
const { values } = useFormikContext();
const { taxRates } = useBillFormContext();
const aggregateTaxRates = React.useMemo(
() => aggregateItemEntriesTaxRates(taxRates),
[taxRates],
);
// Calculate the total tax amount of bill entries.
return React.useMemo(() => {
return aggregateTaxRates(values.entries);
}, [aggregateTaxRates, values.entries]);
};
/**
* Retrieves the bill subtotal.
* @returns {number}
*/
export const useBillSubtotal = () => {
const {
values: { entries },
} = useFormikContext();
// Calculate the total due amount of bill entries.
return React.useMemo(() => getEntriesTotal(entries), [entries]);
};
/**
* Retreives the bill total tax amount.
* @returns {number}
*/
export const useBillTotalTaxAmount = () => {
const { values } = useFormikContext();
return React.useMemo(() => {
return chain(values.entries)
.filter((entry) => entry.tax_amount)
.sumBy('tax_amount')
.value();
}, [values.entries]);
};
/**
* Detarmines whether the tax is exclusive.
* @returns {boolean}
*/
export const useIsBillTaxExclusive = () => {
const { values } = useFormikContext();
return values.inclusive_exclusive_tax === TaxType.Exclusive;
};
/**
* Retreives the bill total.
* @returns {number}
*/
export const useBillTotal = () => {
const subtotal = useBillSubtotal();
const totalTaxAmount = useBillTotalTaxAmount();
const isExclusiveTax = useIsBillTaxExclusive();
return R.compose(R.when(R.always(isExclusiveTax), R.add(totalTaxAmount)))(
subtotal,
);
};

View File

@@ -9,20 +9,18 @@ import {
Tag,
ProgressBar,
} from '@blueprintjs/core';
import clsx from 'classnames';
import {
FormatDateCell,
FormattedMessage as T,
Icon,
If,
Choose,
Money,
Can,
} from '@/components';
import {
formattedAmount,
safeCallback,
isBlank,
calculateStatus,
} from '@/utils';
import {
@@ -30,6 +28,7 @@ import {
PaymentMadeAction,
AbilitySubject,
} from '@/constants/abilityOption';
import { CLASSES } from '@/constants';
/**
* Actions menu.
@@ -101,17 +100,6 @@ export function ActionsMenu({
);
}
/**
* Amount accessor.
*/
export function AmountAccessor(bill) {
return !isBlank(bill.amount) ? (
<Money amount={bill.amount} currency={bill.currency_code} />
) : (
''
);
}
/**
* Status accessor.
*/
@@ -198,11 +186,11 @@ export function useBillsTableColumns() {
{
id: 'amount',
Header: intl.get('amount'),
accessor: AmountAccessor,
accessor: 'total_formatted',
width: 120,
className: 'amount',
align: 'right',
clickable: true,
className: clsx(CLASSES.FONT_BOLD),
},
{
id: 'status',

View File

@@ -22,14 +22,15 @@ export default function VendorCreditNoteItemsEntriesEditor() {
meta: { error, touched },
}) => (
<ItemsEntriesTable
entries={value}
onUpdateData={(entries) => {
value={value}
onChange={(entries) => {
setFieldValue('entries', entries);
}}
items={items}
errors={error}
linesNumber={4}
currencyCode={values.currency_code}
enableTaxRates={false}
/>
)}
</FastField>

View File

@@ -26,14 +26,15 @@ export default function CreditNoteItemsEntriesEditorField() {
meta: { error, touched },
}) => (
<ItemsEntriesTable
entries={value}
onUpdateData={(entries) => {
value={value}
onChange={(entries) => {
setFieldValue('entries', entries);
}}
items={items}
errors={error}
linesNumber={4}
currencyCode={values.currency_code}
enableTaxRates={false}
/>
)}
</FastField>

View File

@@ -26,14 +26,15 @@ export default function EstimateFormItemsEntriesField() {
meta: { error, touched },
}) => (
<ItemsEntriesTable
entries={value}
onUpdateData={(entries) => {
value={value}
onChange={(entries) => {
setFieldValue('entries', entries);
}}
items={items}
errors={error}
linesNumber={4}
currencyCode={values.currency_code}
enableTaxRates={false}
/>
)}
</FastField>

View File

@@ -31,6 +31,15 @@ export const defaultEstimateEntry = {
amount: '',
};
const defaultEstimateEntryReq = {
index: 0,
item_id: '',
rate: '',
discount: '',
quantity: '',
description: '',
};
export const defaultEstimate = {
customer_id: '',
estimate_date: moment(new Date()).format('YYYY-MM-DD'),
@@ -148,7 +157,9 @@ export const transfromsFormValuesToRequest = (values) => {
...(values.estimate_number_manually && {
estimate_number: values.estimate_number,
}),
entries: entries.map((entry) => ({ ...omit(entry, ['amount']) })),
entries: entries.map((entry) => ({
...transformToForm(entry, defaultEstimateEntryReq),
})),
};
};

View File

@@ -3,7 +3,8 @@ import React from 'react';
import styled from 'styled-components';
import { useFormikContext } from 'formik';
import { InclusiveButtonOptions } from './constants';
import { Box, FFormGroup, FSelect } from '@/components';
import { FFormGroup, FSelect } from '@/components';
import { EntriesActionsBar } from '@/containers/Entries/EntriesActionBar';
import { composeEntriesOnEditInclusiveTax } from './utils';
/**
@@ -12,9 +13,9 @@ import { composeEntriesOnEditInclusiveTax } from './utils';
*/
export function InvoiceFormActions() {
return (
<InvoiceFormActionsRoot>
<EntriesActionsBar>
<InvoiceExclusiveInclusiveSelect />
</InvoiceFormActionsRoot>
</EntriesActionsBar>
);
}
@@ -40,7 +41,7 @@ export function InvoiceExclusiveInclusiveSelect(props) {
label={'Amounts are'}
inline={true}
>
<InclusiveSelect
<FSelect
name={'inclusive_exclusive_tax'}
items={InclusiveButtonOptions}
textAccessor={'label'}
@@ -57,23 +58,5 @@ export function InvoiceExclusiveInclusiveSelect(props) {
}
const InclusiveFormGroup = styled(FFormGroup)`
margin-bottom: 0;
margin-left: auto;
&.bp4-form-group.bp4-inline label.bp4-label {
line-height: 1.25;
opacity: 0.6;
margin-right: 8px;
}
`;
const InclusiveSelect = styled(FSelect)`
.bp4-button {
padding-right: 24px;
}
`;
const InvoiceFormActionsRoot = styled(Box)`
padding-bottom: 12px;
display: flex;
`;

View File

@@ -11,6 +11,7 @@ import {
TotalLineTextStyle,
} from '@/components';
import { useInvoiceAggregatedTaxRates, useInvoiceTotals } from './utils';
import { TaxType } from '@/interfaces/TaxRates';
export function InvoiceFormFooterRight() {
// Calculate the total due amount of invoice entries.
@@ -32,7 +33,7 @@ export function InvoiceFormFooterRight() {
<TotalLine
title={
<>
{inclusive_exclusive_tax === 'inclusive'
{inclusive_exclusive_tax === TaxType.Inclusive
? 'Subtotal (Tax Inclusive)'
: 'Subtotal'}
</>

View File

@@ -5,6 +5,7 @@ import ItemsEntriesTable from '@/containers/Entries/ItemsEntriesTable';
import { useInvoiceFormContext } from './InvoiceFormProvider';
import { entriesFieldShouldUpdate } from './utils';
import { TaxType } from '@/interfaces/TaxRates';
import { ITEM_TYPE } from '@/containers/Entries/utils';
/**
* Invoice items entries editor field.
@@ -31,6 +32,7 @@ export default function InvoiceItemsEntriesEditorField() {
}}
items={items}
taxRates={taxRates}
itemType={ITEM_TYPE.SELLABLE}
errors={error}
linesNumber={4}
currencyCode={values.currency_code}

View File

@@ -1,18 +1,23 @@
// @ts-nocheck
import React, { useCallback, useMemo } from 'react';
import React from 'react';
import { useFormikContext } from 'formik';
import intl from 'react-intl-universal';
import moment from 'moment';
import * as R from 'ramda';
import { Intent } from '@blueprintjs/core';
import { omit, first, keyBy, sumBy, groupBy } from 'lodash';
import { compose, transformToForm, repeatValue } from '@/utils';
import { useFormikContext } from 'formik';
import { formattedAmount, defaultFastFieldShouldUpdate } from '@/utils';
import { omit, first, sumBy } from 'lodash';
import {
compose,
transformToForm,
repeatValue,
formattedAmount,
defaultFastFieldShouldUpdate,
} from '@/utils';
import { ERROR } from '@/constants/errors';
import { AppToaster } from '@/components';
import { useCurrentOrganization } from '@/hooks/state';
import {
aggregateItemEntriesTaxRates,
assignEntriesTaxAmount,
getEntriesTotal,
} from '@/containers/Entries/utils';
@@ -327,28 +332,14 @@ export const useInvoiceAggregatedTaxRates = () => {
const { values } = useFormikContext();
const { taxRates } = useInvoiceFormContext();
const taxRatesById = useMemo(() => keyBy(taxRates, 'id'), [taxRates]);
const aggregateTaxRates = React.useMemo(
() => aggregateItemEntriesTaxRates(taxRates),
[taxRates],
);
// Calculate the total tax amount of invoice entries.
return React.useMemo(() => {
const filteredEntries = values.entries.filter((e) => e.tax_rate_id);
const groupedTaxRates = groupBy(filteredEntries, 'tax_rate_id');
return Object.keys(groupedTaxRates).map((taxRateId) => {
const taxRate = taxRatesById[taxRateId];
const taxRates = groupedTaxRates[taxRateId];
const totalTaxAmount = sumBy(taxRates, 'tax_amount');
const taxAmountFormatted = formattedAmount(totalTaxAmount, 'USD');
return {
taxRateId,
taxRate: taxRate.rate,
label: `${taxRate.name} [${taxRate.rate}%]`,
taxAmount: totalTaxAmount,
taxAmountFormatted,
};
});
}, [values.entries]);
return aggregateTaxRates(values.entries);
}, [aggregateTaxRates, values.entries]);
};
/**

View File

@@ -19,14 +19,15 @@ export default function ReceiptItemsEntriesEditor({ defaultReceipt }) {
meta: { error, touched },
}) => (
<ItemsEntriesTable
entries={value}
onUpdateData={(entries) => {
value={value}
onChange={(entries) => {
setFieldValue('entries', entries);
}}
items={items}
errors={error}
linesNumber={4}
currencyCode={values.currency_code}
enableTaxRates={false}
/>
)}
</FastField>

View File

@@ -32,6 +32,15 @@ export const defaultReceiptEntry = {
amount: '',
};
const defaultReceiptEntryReq = {
index: 0,
item_id: '',
rate: '',
discount: '',
quantity: '',
description: '',
};
export const defaultReceipt = {
customer_id: '',
deposit_account_id: '',
@@ -140,7 +149,9 @@ export const transformFormValuesToRequest = (values) => {
...(values.receipt_number_manually && {
receipt_number: values.receipt_number,
}),
entries: entries.map((entry) => ({ ...omit(entry, ['amount']) })),
entries: entries.map((entry) => ({
...transformToForm(entry, defaultReceiptEntryReq),
})),
closed: false,
};
};

View File

@@ -1,7 +1,7 @@
// @ts-nocheck
import React from 'react';
import { DialogContent } from '@/components';
import { useTaxRate, useTaxRates } from '@/hooks/query/taxRates';
import { useTaxRate } from '@/hooks/query/taxRates';
import { DialogsName } from '@/constants/dialogs';
const TaxRateFormDialogContext = React.createContext();

View File

@@ -43,17 +43,12 @@ export function useTrialBalanceSheet(query, props) {
method: 'get',
url: '/financial_statements/trial_balance_sheet',
params: query,
headers: {
Accept: 'application/json+table',
},
},
{
select: (res) => ({
tableRows: trialBalanceSheetReducer(res.data.data),
...res.data,
}),
defaultData: {
tableRows: [],
data: [],
query: {},
},
select: (res) => res.data,
...props,
},
);

View File

@@ -59,6 +59,8 @@ export function useEditTaxRate(props) {
onSuccess: (res, id) => {
commonInvalidateQueries(queryClient);
queryClient.invalidateQueries([QUERY_TYPES.TAX_RATES, id]);
queryClient.invalidateQueries(QUERY_TYPES.ITEM);
queryClient.invalidateQueries(QUERY_TYPES.ITEMS);
},
...props,
},

View File

@@ -37,6 +37,7 @@
"success": "Success",
"register_a_new_organization": "Register a New Organization.",
"organization_name": "Organization Name",
"organization_tax_number": "Organization Tax Number",
"email": "Email",
"email_address": "Email Address",
"register": "Register",
@@ -334,9 +335,12 @@
"currency_name_": "Currency name",
"cost_account_id": "Cost account",
"sell_account_id": "Sell account",
"item.details.sell_tax_rate": "Sell Tax Rate",
"item.details.purchase_tax_rate": "Purchase Tax Rate",
"item_type_": "Item type",
"item_name_": "Item name",
"organization_industry_": "Organization industry",
"organization_tax_number_": "Organization tax number",
"base_currency_": "Base currency",
"date_format_": "Date format",
"category_name_": "Category name",
@@ -1802,6 +1806,7 @@
"balance_sheet.total_change": "Total Change",
"balance_sheet.change": "% Change",
"balance_sheet.previous_period": "Previous Period (PP)",
"balance_sheet.net_income": "Net Income",
"profit_loss_sheet.comparisons": "Comparisons",
"profit_loss_sheet.dimensions": "Dimensions",
"profit_loss_sheet.previous_year": "Previous Year",

View File

@@ -44,7 +44,8 @@ $sidebar-submenu-item-bg-color: rgba(255, 255, 255, 0.2);
$form-check-input-checked-color: #fff;
$form-check-input-checked-bg-color: $blue1;
$form-check-input-checked-bg-image: "" !default;
$form-check-input-checked-bg-image: url("data:image/svg+xml,<svg xmlns='http://www.w3.org/2000/svg' xmlns:xlink='http://www.w3.org/1999/xlink' x='0px' y='0px' viewBox='0 0 16 16' enable-background='new 0 0 16 16' xml:space='preserve'><g id='small_tick_1_'><g><path fill='#{$form-check-input-checked-color}' fill-rule='evenodd' clip-rule='evenodd' d='M12,5c-0.28,0-0.53,0.11-0.71,0.29L7,9.59L4.71,7.29C4.53,7.11,4.28,7,4,7C3.45,7,3,7.45,3,8c0,0.28,0.11,0.53,0.29,0.71l3,3C6.47,11.89,6.72,12,7,12s0.53-0.11,0.71-0.29l5-5C12.89,6.53,13,6.28,13,6C13,5.45,12.55,5,12,5z'/></g></g></svg>") !default;
$form-check-input-indeterminate-bg-image: url("data:image/svg+xml,<svg xmlns='http://www.w3.org/2000/svg' xmlns:xlink='http://www.w3.org/1999/xlink' x='0px' y='0px' viewBox='0 0 16 16' enable-background='new 0 0 16 16' xml:space='preserve'><g id='small_tick_1_'><g><path fill='#{$form-check-input-checked-color}' fill-rule='evenodd' clip-rule='evenodd' d='M11,7H5C4.45,7,4,7.45,4,8c0,0.55,0.45,1,1,1h6c0.55,0,1-0.45,1-1C12,7.45,11.55,7,11,7z'/></g></g></svg>") !default;
// z-indexs
$zindex-dashboard-splash-screen: 39;

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