feat: send signup event to Loops (#531)

* feat: send signup event to Loops

* feat: fix

CHANGELOG.md

@@ -2,14 +2,6 @@
 
 All notable changes to Bigcapital server-side will be in this file.
 
-## [v0.18.0] - 10-08-2024
-
-* feat: Bank rules for automated categorization by @abouolia in https://github.com/bigcapitalhq/bigcapital/pull/511
-* feat: Categorize & match bank transaction by @abouolia in https://github.com/bigcapitalhq/bigcapital/pull/511
-* feat: Reconcile match transactions by @abouolia in https://github.com/bigcapitalhq/bigcapital/pull/522
-* fix: Issues in matching transactions by @abouolia in https://github.com/bigcapitalhq/bigcapital/pull/523
-* fix: Cashflow transactions types by @abouolia in https://github.com/bigcapitalhq/bigcapital/pull/524
-
 ## [v0.17.5] - 17-06-2024
 
 * fix: Balance sheet and P/L nested accounts by @abouolia in https://github.com/bigcapitalhq/bigcapital/pull/501

packages/server/src/api/controllers/Purchases/BillsPayments.ts

@@ -111,7 +111,6 @@ export default class BillsPayments extends BaseController {
       check('vendor_id').exists().isNumeric().toInt(),
       check('exchange_rate').optional().isFloat({ gt: 0 }).toFloat(),
 
-      check('amount').exists().isNumeric().toFloat(),
       check('payment_account_id').exists().isNumeric().toInt(),
       check('payment_number').optional({ nullable: true }).trim().escape(),
       check('payment_date').exists(),
@@ -119,15 +118,13 @@ export default class BillsPayments extends BaseController {
       check('reference').optional().trim().escape(),
       check('branch_id').optional({ nullable: true }).isNumeric().toInt(),
 
-      check('entries').exists().isArray(),
+      check('entries').exists().isArray({ min: 1 }),
       check('entries.*.index').optional().isNumeric().toInt(),
       check('entries.*.bill_id').exists().isNumeric().toInt(),
       check('entries.*.payment_amount').exists().isNumeric().toFloat(),
 
       check('attachments').isArray().optional(),
       check('attachments.*.key').exists().isString(),
-
-      check('prepard_expenses_account_id').optional().isNumeric().toInt(),
     ];
   }
 

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

@@ -151,8 +151,6 @@ export default class PaymentReceivesController extends BaseController {
       check('exchange_rate').optional().isFloat({ gt: 0 }).toFloat(),
 
       check('payment_date').exists(),
-      check('amount').exists().isNumeric().toFloat(),
-
       check('reference_no').optional(),
       check('deposit_account_id').exists().isNumeric().toInt(),
       check('payment_receive_no').optional({ nullable: true }).trim().escape(),
@@ -160,7 +158,7 @@ export default class PaymentReceivesController extends BaseController {
 
       check('branch_id').optional({ nullable: true }).isNumeric().toInt(),
 
-      check('entries').isArray(),
+      check('entries').isArray({ min: 1 }),
 
       check('entries.*.id').optional({ nullable: true }).isNumeric().toInt(),
       check('entries.*.index').optional().isNumeric().toInt(),
@@ -169,11 +167,6 @@ export default class PaymentReceivesController extends BaseController {
 
       check('attachments').isArray().optional(),
       check('attachments.*.key').exists().isString(),
-
-      check('unearned_revenue_account_id')
-        .optional({ nullable: true })
-        .isNumeric()
-        .toInt(),
     ];
   }
 

packages/server/src/config/index.ts

@@ -237,4 +237,8 @@ module.exports = {
     endpoint: process.env.S3_ENDPOINT,
     bucket: process.env.S3_BUCKET || 'bigcapital-documents',
   },
+
+  loops: {
+    apiKey: process.env.LOOPS_API_KEY,
+  },
 };

packages/server/src/database/migrations/20240722085204_amount_applied_column_to_payments_received_table.js

@@ -1,17 +0,0 @@
-exports.up = function (knex) {
-  return knex.schema.table('payment_receives', (table) => {
-    table.decimal('applied_amount', 13, 3).defaultTo(0);
-    table
-      .integer('unearned_revenue_account_id')
-      .unsigned()
-      .references('id')
-      .inTable('accounts');
-  });
-};
-
-exports.down = function (knex) {
-  return knex.schema.table('payment_receives', (table) => {
-    table.dropColumn('applied_amount');
-    table.dropColumn('unearned_revenue_account_id');
-  });
-};

packages/server/src/database/migrations/20240723231630_amount_applied_column_to_payments_made_table.js

@@ -1,17 +0,0 @@
-exports.up = function (knex) {
-  return knex.schema.table('bills_payments', (table) => {
-    table.decimal('applied_amount', 13, 3).defaultTo(0);
-    table
-      .integer('prepard_expenses_account_id')
-      .unsigned()
-      .references('id')
-      .inTable('accounts');
-  });
-};
-
-exports.down = function (knex) {
-  return knex.schema.table('bills_payments', (table) => {
-    table.dropColumn('applied_amount');
-    table.dropColumn('prepard_expenses_account_id');
-  });
-};

packages/server/src/database/seeds/core/20190423085242_seed_accounts.ts

@@ -12,7 +12,8 @@ export default class SeedAccounts extends TenantSeeder {
       description: this.i18n.__(account.description),
       currencyCode: this.tenant.metadata.baseCurrency,
       seededAt: new Date(),
-    }));
+    })
+);
     return knex('accounts').then(async () => {
       // Inserts seed entries.
       return knex('accounts').insert(data);

packages/server/src/database/seeds/data/accounts.js

@@ -9,28 +9,6 @@ export const TaxPayableAccount = {
   predefined: 1,
 };
 
-export const UnearnedRevenueAccount = {
-  name: 'Unearned Revenue',
-  slug: 'unearned-revenue',
-  account_type: 'other-current-liability',
-  parent_account_id: null,
-  code: '50005',
-  active: true,
-  index: 1,
-  predefined: true,
-};
-
-export const PrepardExpenses = {
-  name: 'Prepaid Expenses',
-  slug: 'prepaid-expenses',
-  account_type: 'other-current-asset',
-  parent_account_id: null,
-  code: '100010',
-  active: true,
-  index: 1,
-  predefined: true,
-};
-
 export default [
   {
     name: 'Bank Account',
@@ -345,6 +323,4 @@ export default [
     index: 1,
     predefined: 0,
   },
-  UnearnedRevenueAccount,
-  PrepardExpenses,
 ];

packages/server/src/interfaces/Bill.ts

@@ -166,10 +166,3 @@ export interface IBillOpenedPayload {
   oldBill: IBill;
   tenantId: number;
 }
-
-
-export interface IBillPrepardExpensesAppliedEventPayload {
-  tenantId: number;
-  billId: number;
-  trx?: Knex.Transaction;
-}

packages/server/src/interfaces/BillPayment.ts

@@ -29,9 +29,6 @@ export interface IBillPayment {
 
   localAmount?: number;
   branchId?: number;
-
-  prepardExpensesAccountId?: number;
-  isPrepardExpense: boolean;
 }
 
 export interface IBillPaymentEntryDTO {
@@ -41,7 +38,6 @@ export interface IBillPaymentEntryDTO {
 
 export interface IBillPaymentDTO {
   vendorId: number;
-  amount: number;
   paymentAccountId: number;
   paymentNumber?: string;
   paymentDate: Date;
@@ -51,7 +47,6 @@ export interface IBillPaymentDTO {
   entries: IBillPaymentEntryDTO[];
   branchId?: number;
   attachments?: AttachmentLinkDTO[];
-  prepardExpensesAccountId?: number;
 }
 
 export interface IBillReceivePageEntry {
@@ -124,11 +119,3 @@ export enum IPaymentMadeAction {
   Delete = 'Delete',
   View = 'View',
 }
-
-export interface IPaymentPrepardExpensesAppliedEventPayload {
-  tenantId: number;
-  billPaymentId: number;
-  billId: number;
-  appliedAmount: number;
-  trx?: Knex.Transaction;
-}

packages/server/src/interfaces/Ledger.ts

@@ -40,7 +40,7 @@ export interface ILedgerEntry {
   date: Date | string;
 
   transactionType: string;
-  transactionSubType?: string;
+  transactionSubType: string;
 
   transactionId: number;
 

packages/server/src/interfaces/PaymentReceive.ts

@@ -25,13 +25,8 @@ export interface IPaymentReceive {
   updatedAt: Date;
   localAmount?: number;
   branchId?: number;
-  unearnedRevenueAccountId?: number;
 }
-
-interface IPaymentReceivedCommonDTO {
-  unearnedRevenueAccountId?: number;
-}
-export interface IPaymentReceiveCreateDTO extends IPaymentReceivedCommonDTO {
+export interface IPaymentReceiveCreateDTO {
   customerId: number;
   paymentDate: Date;
   amount: number;
@@ -46,7 +41,7 @@ export interface IPaymentReceiveCreateDTO extends IPaymentReceivedCommonDTO {
   attachments?: AttachmentLinkDTO[];
 }
 
-export interface IPaymentReceiveEditDTO extends IPaymentReceivedCommonDTO {
+export interface IPaymentReceiveEditDTO {
   customerId: number;
   paymentDate: Date;
   amount: number;
@@ -189,11 +184,3 @@ export interface PaymentReceiveMailPresendEvent {
   paymentReceiveId: number;
   messageOptions: PaymentReceiveMailOptsDTO;
 }
-
-export interface PaymentReceiveUnearnedRevenueAppliedEventPayload {
-  tenantId: number;
-  paymentReceiveId: number;
-  saleInvoiceId: number;
-  appliedAmount: number;
-  trx?: Knex.Transaction;
-}

packages/server/src/interfaces/SaleInvoice.ts

@@ -216,9 +216,3 @@ export interface ISaleInvoiceMailSent {
   saleInvoiceId: number;
   messageOptions: SendInvoiceMailDTO;
 }
-
-export interface SaleInvoiceAppliedUnearnedRevenueOnCreatedEventPayload {
-  tenantId: number;
-  saleInvoiceId: number;
-  trx?: Knex.Transaction;
-}

packages/server/src/loaders/eventEmitter.ts

@@ -113,8 +113,7 @@ import { UnlinkBankRuleOnDeleteBankRule } from '@/services/Banking/Rules/events/
 import { DecrementUncategorizedTransactionOnMatching } from '@/services/Banking/Matching/events/DecrementUncategorizedTransactionsOnMatch';
 import { DecrementUncategorizedTransactionOnExclude } from '@/services/Banking/Exclude/events/DecrementUncategorizedTransactionOnExclude';
 import { DecrementUncategorizedTransactionOnCategorize } from '@/services/Cashflow/subscribers/DecrementUncategorizedTransactionOnCategorize';
-import { AutoApplyUnearnedRevenueOnInvoiceCreated } from '@/services/Sales/PaymentReceives/events/AutoApplyUnearnedRevenueOnInvoiceCreated';
-import { AutoApplyPrepardExpensesOnBillCreated } from '@/services/Purchases/Bills/events/AutoApplyPrepardExpensesOnBillCreated';
+import { LoopsEventsSubscriber } from '@/services/Loops/LoopsEventsSubscriber';
 
 export default () => {
   return new EventPublisher();
@@ -276,5 +275,8 @@ export const susbcribers = () => {
 
     // Plaid
     RecognizeSyncedBankTranasctions,
+
+    // Loops
+    LoopsEventsSubscriber
   ];
 };

packages/server/src/models/Bill.ts

@@ -525,9 +525,9 @@ export default class Bill extends mixin(TenantModel, [
     return notFoundBillsIds;
   }
 
-  static changePaymentAmount(billId, amount, trx) {
+  static changePaymentAmount(billId, amount) {
     const changeMethod = amount > 0 ? 'increment' : 'decrement';
-    return this.query(trx)
+    return this.query()
       .where('id', billId)
       [changeMethod]('payment_amount', Math.abs(amount));
   }

packages/server/src/models/BillPayment.ts

@@ -11,8 +11,6 @@ export default class BillPayment extends mixin(TenantModel, [
   CustomViewBaseModel,
   ModelSearchable,
 ]) {
-  prepardExpensesAccountId: number;
-
   /**
    * Table name
    */
@@ -49,14 +47,6 @@ export default class BillPayment extends mixin(TenantModel, [
     return BillPaymentSettings;
   }
 
-  /**
-   * Detarmines whether the payment is prepard expense.
-   * @returns {boolean}
-   */
-  get isPrepardExpense() {
-    return !!this.prepardExpensesAccountId;
-  }
-
   /**
    * Relationship mapping.
    */

packages/server/src/repositories/AccountRepository.ts

@@ -2,12 +2,7 @@ import { Account } from 'models';
 import TenantRepository from '@/repositories/TenantRepository';
 import { IAccount } from '@/interfaces';
 import { Knex } from 'knex';
-import {
-  PrepardExpenses,
-  TaxPayableAccount,
-  UnearnedRevenueAccount,
-} from '@/database/seeds/data/accounts';
-import { TenantMetadata } from '@/system/models';
+import { TaxPayableAccount } from '@/database/seeds/data/accounts';
 
 export default class AccountRepository extends TenantRepository {
   /**
@@ -184,67 +179,4 @@ export default class AccountRepository extends TenantRepository {
     }
     return result;
   };
-
-  /**
-   * Finds or creates the unearned revenue.
-   * @param {Record<string, string>} extraAttrs 
-   * @param {Knex.Transaction} trx 
-   * @returns 
-   */
-  public async findOrCreateUnearnedRevenue(
-    extraAttrs: Record<string, string> = {},
-    trx?: Knex.Transaction
-  ) {
-    // Retrieves the given tenant metadata.
-    const tenantMeta = await TenantMetadata.query().findOne({
-      tenantId: this.tenantId,
-    });
-    const _extraAttrs = {
-      currencyCode: tenantMeta.baseCurrency,
-      ...extraAttrs,
-    };
-    let result = await this.model
-      .query(trx)
-      .findOne({ slug: UnearnedRevenueAccount.slug, ..._extraAttrs });
-
-    if (!result) {
-      result = await this.model.query(trx).insertAndFetch({
-        ...UnearnedRevenueAccount,
-        ..._extraAttrs,
-      });
-    }
-    return result;
-  }
-
-  /**
-   * Finds or creates the prepard expenses account.
-   * @param {Record<string, string>} extraAttrs 
-   * @param {Knex.Transaction} trx 
-   * @returns 
-   */
-  public async findOrCreatePrepardExpenses(
-    extraAttrs: Record<string, string> = {},
-    trx?: Knex.Transaction
-  ) {
-    // Retrieves the given tenant metadata.
-    const tenantMeta = await TenantMetadata.query().findOne({
-      tenantId: this.tenantId,
-    });
-    const _extraAttrs = {
-      currencyCode: tenantMeta.baseCurrency,
-      ...extraAttrs,
-    };
-
-    let result = await this.model
-      .query(trx)
-      .findOne({ slug: PrepardExpenses.slug, ..._extraAttrs });
-
-    if (!result) {
-      result = await this.model.query(trx).insertAndFetch({
-        ...PrepardExpenses,
-        ..._extraAttrs,
-      });
-    }
-    return result;
-  }
 }

packages/server/src/repositories/TenantRepository.ts

@@ -4,17 +4,12 @@ import CachableRepository from './CachableRepository';
 
 export default class TenantRepository extends CachableRepository {
   repositoryName: string;
-  tenantId: number;
-
+   
   /**
    * Constructor method.
-   * @param {number} tenantId
+   * @param {number} tenantId 
    */
   constructor(knex, cache, i18n) {
     super(knex, cache, i18n);
   }
-
-  setTenantId(tenantId: number) {
-    this.tenantId = tenantId;
-  }
-}
+}

packages/server/src/services/Contacts/ContactTransformer.ts

@@ -38,24 +38,4 @@ export default class ContactTransfromer extends Transformer {
       ? this.formatDate(contact.openingBalanceAt)
       : '';
   };
-
-  /**
-   * Retrieves the unused credit balance.
-   * @param {IContact} contact
-   * @returns {number}
-   */
-  protected unusedCredit = (contact: IContact): number => {
-    return contact.balance > 0 ? 0 : Math.abs(contact.balance);
-  };
-
-  /**
-   * Retrieves the formatted unused credit balance.
-   * @param {IContact} contact
-   * @returns {string}
-   */
-  protected formattedUnusedCredit = (contact: IContact): string => {
-    const unusedCredit = this.unusedCredit(contact);
-
-    return formatNumber(unusedCredit, { currencyCode: contact.currencyCode });
-  };
 }

packages/server/src/services/Contacts/Customers/CustomerTransformer.ts

@@ -12,8 +12,6 @@ export default class CustomerTransfromer extends ContactTransfromer {
       'formattedOpeningBalanceAt',
       'customerType',
       'formattedCustomerType',
-      'unusedCredit',
-      'formattedUnusedCredit',
     ];
   };
 

packages/server/src/services/Contacts/Customers/CustomersApplication.ts

@@ -45,9 +45,9 @@ export class CustomersApplication {
 
   /**
    * Creates a new customer.
-   * @param  {number} tenantId
-   * @param {ICustomerNewDTO} customerDTO
-   * @param {ISystemUser} authorizedUser
+   * @param   {number} tenantId
+   * @param   {ICustomerNewDTO} customerDTO
+   * @param   {ISystemUser} authorizedUser
    * @returns {Promise<ICustomer>}
    */
   public createCustomer = (tenantId: number, customerDTO: ICustomerNewDTO) => {
@@ -56,9 +56,9 @@ export class CustomersApplication {
 
   /**
    * Edits details of the given customer.
-   * @param {number} tenantId
-   * @param {number} customerId
-   * @param {ICustomerEditDTO} customerDTO
+   * @param  {number} tenantId
+   * @param  {number} customerId
+   * @param  {ICustomerEditDTO} customerDTO
    * @return {Promise<ICustomer>}
    */
   public editCustomer = (
@@ -75,9 +75,9 @@ export class CustomersApplication {
 
   /**
    * Deletes the given customer and associated transactions.
-   * @param {number} tenantId
-   * @param {number} customerId
-   * @param {ISystemUser} authorizedUser
+   * @param   {number} tenantId
+   * @param   {number} customerId
+   * @param   {ISystemUser} authorizedUser
    * @returns {Promise<void>}
    */
   public deleteCustomer = (
@@ -94,9 +94,9 @@ export class CustomersApplication {
 
   /**
    * Changes the opening balance of the given customer.
-   * @param {number} tenantId
-   * @param {number} customerId
-   * @param {Date|string} openingBalanceEditDTO
+   * @param   {number} tenantId
+   * @param   {number} customerId
+   * @param   {Date|string} openingBalanceEditDTO
    * @returns {Promise<ICustomer>}
    */
   public editOpeningBalance = (

packages/server/src/services/Contacts/Vendors/VendorTransformer.ts

@@ -1,3 +1,4 @@
+import { Service } from 'typedi';
 import ContactTransfromer from '../ContactTransformer';
 
 export default class VendorTransfromer extends ContactTransfromer {
@@ -9,9 +10,7 @@ export default class VendorTransfromer extends ContactTransfromer {
     return [
       'formattedBalance',
       'formattedOpeningBalance',
-      'formattedOpeningBalanceAt',
-      'unusedCredit',
-      'formattedUnusedCredit',
+      'formattedOpeningBalanceAt'
     ];
   };
 }

packages/server/src/services/Contacts/constants.ts

@@ -21,6 +21,7 @@ export const DEFAULT_VIEWS = [
   },
 ];
 
+
 export const ERRORS = {
   OPENING_BALANCE_DATE_REQUIRED: 'OPENING_BALANCE_DATE_REQUIRED',
   CONTACT_ALREADY_INACTIVE: 'CONTACT_ALREADY_INACTIVE',

packages/server/src/services/Loops/LoopsEventsSubscriber.ts

@@ -0,0 +1,51 @@
+import axios from 'axios';
+import config from '@/config';
+import { IAuthSignUpVerifiedEventPayload } from '@/interfaces';
+import events from '@/subscribers/events';
+import { SystemUser } from '@/system/models';
+
+export class LoopsEventsSubscriber {
+  /**
+   * Constructor method.
+   */
+  public attach(bus) {
+    bus.subscribe(
+      events.auth.signUpConfirmed,
+      this.triggerEventOnSignupVerified.bind(this)
+    );
+  }
+
+  /**
+   * Once the user verified sends the event to the Loops.
+   * @param {IAuthSignUpVerifiedEventPayload} param0
+   */
+  public async triggerEventOnSignupVerified({
+    email,
+    userId,
+  }: IAuthSignUpVerifiedEventPayload) {
+    // Can't continue since the Loops the api key is not configured.
+    if (!config.loops.apiKey) {
+      return;
+    }
+    const user = await SystemUser.query().findById(userId);
+
+    const options = {
+      method: 'POST',
+      url: 'https://app.loops.so/api/v1/events/send',
+      headers: {
+        Authorization: `Bearer ${config.loops.apiKey}`,
+        'Content-Type': 'application/json',
+      },
+      data: {
+        email,
+        userId,
+        firstName: user.firstName,
+        lastName: user.lastName,
+        eventName: 'USER_VERIFIED',
+        eventProperties: {},
+        mailingLists: {},
+      },
+    };
+    await axios(options);
+  }
+}

packages/server/src/services/Purchases/BillPayments/BillPaymentGLEntries.ts

@@ -1,14 +1,8 @@
 import moment from 'moment';
-import { sumBy, chain } from 'lodash';
+import { sumBy } from 'lodash';
 import { Service, Inject } from 'typedi';
 import { Knex } from 'knex';
-import {
-  AccountNormal,
-  IBillPayment,
-  IBillPaymentEntry,
-  ILedger,
-  ILedgerEntry,
-} from '@/interfaces';
+import { AccountNormal, IBillPayment, ILedgerEntry } from '@/interfaces';
 import Ledger from '@/services/Accounting/Ledger';
 import LedgerStorageService from '@/services/Accounting/LedgerStorageService';
 import HasTenancyService from '@/services/Tenancy/TenancyService';
@@ -27,7 +21,6 @@ export class BillPaymentGLEntries {
    * @param {number} tenantId
    * @param {number} billPaymentId
    * @param {Knex.Transaction} trx
-   * @returns {Promise<void>}
    */
   public writePaymentGLEntries = async (
     tenantId: number,
@@ -72,7 +65,6 @@ export class BillPaymentGLEntries {
    * @param {number} tenantId
    * @param {number} billPaymentId
    * @param {Knex.Transaction} trx
-   * @returns {Promise<void>}
    */
   public rewritePaymentGLEntries = async (
     tenantId: number,
@@ -110,7 +102,7 @@ export class BillPaymentGLEntries {
    * @param {IBillPayment} billPayment
    * @returns {}
    */
-  private getPaymentCommonEntry = (billPayment: IBillPayment): ILedgerEntry => {
+  private getPaymentCommonEntry = (billPayment: IBillPayment) => {
     const formattedDate = moment(billPayment.paymentDate).format('YYYY-MM-DD');
 
     return {
@@ -135,7 +127,7 @@ export class BillPaymentGLEntries {
 
   /**
    * Calculates the payment total exchange gain/loss.
-   * @param {IBillPayment} paymentReceive - Payment receive with entries.
+   * @param   {IBillPayment} paymentReceive - Payment receive with entries.
    * @returns {number}
    */
   private getPaymentExGainOrLoss = (billPayment: IBillPayment): number => {
@@ -149,10 +141,10 @@ export class BillPaymentGLEntries {
 
   /**
    * Retrieves the payment exchange gain/loss entries.
-   * @param {IBillPayment} billPayment -
-   * @param {number} APAccountId -
-   * @param {number} gainLossAccountId -
-   * @param {string} baseCurrency -
+   * @param   {IBillPayment} billPayment -
+   * @param   {number} APAccountId -
+   * @param   {number} gainLossAccountId -
+   * @param   {string} baseCurrency -
    * @returns {ILedgerEntry[]}
    */
   private getPaymentExGainOrLossEntries = (
@@ -194,7 +186,7 @@ export class BillPaymentGLEntries {
 
   /**
    * Retrieves the payment deposit GL entry.
-   * @param {IBillPayment} billPayment
+   * @param   {IBillPayment} billPayment
    * @returns {ILedgerEntry}
    */
   private getPaymentGLEntry = (billPayment: IBillPayment): ILedgerEntry => {
@@ -206,7 +198,6 @@ export class BillPaymentGLEntries {
       accountId: billPayment.paymentAccountId,
       accountNormal: AccountNormal.DEBIT,
       index: 2,
-      indexGroup: 10,
     };
   };
 
@@ -235,8 +226,8 @@ export class BillPaymentGLEntries {
 
   /**
    * Retrieves the payment GL entries.
-   * @param {IBillPayment} billPayment
-   * @param {number} APAccountId
+   * @param   {IBillPayment} billPayment
+   * @param   {number} APAccountId
    * @returns {ILedgerEntry[]}
    */
   private getPaymentGLEntries = (
@@ -263,53 +254,10 @@ export class BillPaymentGLEntries {
     return [paymentEntry, payableEntry, ...exGainLossEntries];
   };
 
-  /**
-   *
-   * BEFORE APPLYING TO PAYMENT TO BILLS.
-   * -----------------------------------------
-   * - Cash/Bank - Credit.
-   *    - Prepard Expenses - Debit
-   *
-   * AFTER APPLYING BILLS TO PAYMENT.
-   * -----------------------------------------
-   * - Prepard Expenses - Credit
-   *    - A/P - Debit
-   *
-   * @param {number} APAccountId - A/P account id.
-   * @param {IBillPayment} billPayment
-   */
-  private getPrepardExpenseGLEntries = (
-    APAccountId: number,
-    billPayment: IBillPayment
-  ) => {
-    const prepardExpenseEntry = this.getPrepardExpenseEntry(billPayment);
-    const withdrawalEntry = this.getPaymentGLEntry(billPayment);
-
-    const paymentLinesEntries = chain(billPayment.entries)
-      .map((billPaymentEntry) => {
-        const APEntry = this.getAccountPayablePaymentLineEntry(
-          APAccountId,
-          billPayment,
-          billPaymentEntry
-        );
-        const creditPrepardExpenseEntry = this.getCreditPrepardExpenseEntry(
-          billPayment,
-          billPaymentEntry
-        );
-        return [creditPrepardExpenseEntry, APEntry];
-      })
-      .flatten()
-      .value();
-    const prepardExpenseEntries = [prepardExpenseEntry, withdrawalEntry];
-    const combinedEntries = [...prepardExpenseEntries, ...paymentLinesEntries];
-
-    return combinedEntries;
-  };
-
   /**
    * Retrieves the bill payment ledger.
-   * @param {IBillPayment} billPayment
-   * @param {number} APAccountId
+   * @param   {IBillPayment} billPayment
+   * @param   {number} APAccountId
    * @returns {Ledger}
    */
   private getBillPaymentLedger = (
@@ -318,79 +266,12 @@ export class BillPaymentGLEntries {
     gainLossAccountId: number,
     baseCurrency: string
   ): Ledger => {
-    const entries = billPayment.isPrepardExpense
-      ? this.getPrepardExpenseGLEntries(APAccountId, billPayment)
-      : this.getPaymentGLEntries(
-          billPayment,
-          APAccountId,
-          gainLossAccountId,
-          baseCurrency
-        );
+    const entries = this.getPaymentGLEntries(
+      billPayment,
+      APAccountId,
+      gainLossAccountId,
+      baseCurrency
+    );
     return new Ledger(entries);
   };
-
-  /**
-   * Retrieves the prepard expense GL entry.
-   * @param {IBillPayment} billPayment
-   * @returns {ILedgerEntry}
-   */
-  private getPrepardExpenseEntry = (
-    billPayment: IBillPayment
-  ): ILedgerEntry => {
-    const commonJournal = this.getPaymentCommonEntry(billPayment);
-
-    return {
-      ...commonJournal,
-      debit: billPayment.localAmount,
-      accountId: billPayment.prepardExpensesAccountId,
-      accountNormal: AccountNormal.DEBIT,
-      indexGroup: 10,
-      index: 1,
-    };
-  };
-
-  /**
-   * Retrieves the GL entries of credit prepard expense for the give payment line.
-   * @param {IBillPayment} billPayment
-   * @param {IBillPaymentEntry} billPaymentEntry
-   * @returns {ILedgerEntry}
-   */
-  private getCreditPrepardExpenseEntry = (
-    billPayment: IBillPayment,
-    billPaymentEntry: IBillPaymentEntry
-  ) => {
-    const commonJournal = this.getPaymentCommonEntry(billPayment);
-
-    return {
-      ...commonJournal,
-      credit: billPaymentEntry.paymentAmount,
-      accountId: billPayment.prepardExpensesAccountId,
-      accountNormal: AccountNormal.DEBIT,
-      index: 2,
-      indexGroup: 20,
-    };
-  };
-
-  /**
-   * Retrieves the A/P debit of the payment line.
-   * @param {number} APAccountId
-   * @param {IBillPayment} billPayment
-   * @param {IBillPaymentEntry} billPaymentEntry
-   * @returns {ILedgerEntry}
-   */
-  private getAccountPayablePaymentLineEntry = (
-    APAccountId: number,
-    billPayment: IBillPayment,
-    billPaymentEntry: IBillPaymentEntry
-  ): ILedgerEntry => {
-    const commonJournal = this.getPaymentCommonEntry(billPayment);
-
-    return {
-      ...commonJournal,
-      debit: billPaymentEntry.paymentAmount,
-      accountId: APAccountId,
-      index: 1,
-      indexGroup: 20,
-    };
-  };
 }

packages/server/src/services/Purchases/BillPayments/BillPaymentGLEntriesSubscriber.ts

@@ -17,10 +17,6 @@ export class PaymentWriteGLEntriesSubscriber {
    */
   public attach(bus) {
     bus.subscribe(events.billPayment.onCreated, this.handleWriteJournalEntries);
-    bus.subscribe(
-      events.billPayment.onPrepardExpensesApplied,
-      this.handleWritePrepardExpenseGLEntries
-    );
     bus.subscribe(
       events.billPayment.onEdited,
       this.handleRewriteJournalEntriesOncePaymentEdited
@@ -32,8 +28,7 @@ export class PaymentWriteGLEntriesSubscriber {
   }
 
   /**
-   * Handles bill payment writing journal entries once created.
-   * @param {IBillPaymentEventCreatedPayload} payload -
+   * Handle bill payment writing journal entries once created.
    */
   private handleWriteJournalEntries = async ({
     tenantId,
@@ -49,22 +44,6 @@ export class PaymentWriteGLEntriesSubscriber {
     );
   };
 
-  /**
-   * Handles rewrite prepard expense GL entries once the bill payment applying to bills.
-   * @param {IBillPaymentEventCreatedPayload} payload -
-   */
-  private handleWritePrepardExpenseGLEntries = async ({
-    tenantId,
-    billPaymentId,
-    trx,
-  }: IBillPaymentEventCreatedPayload) => {
-    await this.billPaymentGLEntries.rewritePaymentGLEntries(
-      tenantId,
-      billPaymentId,
-      trx
-    );
-  };
-
   /**
    * Handle bill payment re-writing journal entries once the payment transaction be edited.
    */

packages/server/src/services/Purchases/BillPayments/CommandBillPaymentDTOTransformer.ts

@@ -4,16 +4,12 @@ import { omit, sumBy } from 'lodash';
 import { IBillPayment, IBillPaymentDTO, IVendor } from '@/interfaces';
 import { BranchTransactionDTOTransform } from '@/services/Branches/Integrations/BranchTransactionDTOTransform';
 import { formatDateFields } from '@/utils';
-import HasTenancyService from '@/services/Tenancy/TenancyService';
 
 @Service()
 export class CommandBillPaymentDTOTransformer {
   @Inject()
   private branchDTOTransform: BranchTransactionDTOTransform;
 
-  @Inject()
-  private tenancy: HasTenancyService;
-
   /**
    * Transforms create/edit DTO to model.
    * @param {number} tenantId
@@ -27,27 +23,14 @@ export class CommandBillPaymentDTOTransformer {
     vendor: IVendor,
     oldBillPayment?: IBillPayment
   ): Promise<IBillPayment> {
-    const { accountRepository } = this.tenancy.repositories(tenantId);
-    const appliedAmount = sumBy(billPaymentDTO.entries, 'paymentAmount');
-
-    const hasPrepardExpenses = appliedAmount < billPaymentDTO.amount;
-    const prepardExpensesAccount = hasPrepardExpenses
-      ? await accountRepository.findOrCreatePrepardExpenses()
-      : null;
-    const prepardExpensesAccountId =
-      hasPrepardExpenses && prepardExpensesAccount
-        ? billPaymentDTO.prepardExpensesAccountId ?? prepardExpensesAccount?.id
-        : billPaymentDTO.prepardExpensesAccountId;
-
     const initialDTO = {
       ...formatDateFields(omit(billPaymentDTO, ['attachments']), [
         'paymentDate',
       ]),
-      appliedAmount,
+      amount: sumBy(billPaymentDTO.entries, 'paymentAmount'),
       currencyCode: vendor.currencyCode,
       exchangeRate: billPaymentDTO.exchangeRate || 1,
       entries: billPaymentDTO.entries,
-      prepardExpensesAccountId,
     };
     return R.compose(
       this.branchDTOTransform.transformDTO<IBillPayment>(tenantId)

packages/server/src/services/Purchases/Bills/AutoApplyPrepardExpenses.ts

@@ -1,117 +0,0 @@
-import { Knex } from 'knex';
-import { Inject, Service } from 'typedi';
-import PromisePool, { ProcessHandler } from '@supercharge/promise-pool';
-import HasTenancyService from '@/services/Tenancy/TenancyService';
-import {
-  IBillPayment,
-  IBillPrepardExpensesAppliedEventPayload,
-  IPaymentPrepardExpensesAppliedEventPayload,
-} from '@/interfaces';
-import { EventPublisher } from '@/lib/EventPublisher/EventPublisher';
-import events from '@/subscribers/events';
-
-@Service()
-export class AutoApplyPrepardExpenses {
-  @Inject()
-  private tenancy: HasTenancyService;
-
-  @Inject()
-  private eventPublisher: EventPublisher;
-
-  /**
-   * Auto apply prepard expenses to the given bill.
-   * @param {number} tenantId
-   * @param {number} billId
-   * @returns {Promise<void>}
-   */
-  async autoApplyPrepardExpensesToBill(
-    tenantId: number,
-    billId: number,
-    trx?: Knex.Transaction
-  ): Promise<void> {
-    const { BillPayment, Bill } = this.tenancy.models(tenantId);
-
-    const bill = await Bill.query(trx).findById(billId).throwIfNotFound();
-
-    const unappliedPayments = await BillPayment.query(trx)
-      .where('vendorId', bill.vendorId)
-      .whereRaw('amount - applied_amount > 0')
-      .whereNotNull('prepardExpensesAccountId');
-
-    let unappliedAmount = bill.total;
-    let appliedTotalAmount = 0; // Total applied amount after applying.
-
-    const precessHandler: ProcessHandler<IBillPayment, void> = async (
-      unappliedPayment: IBillPayment,
-      index: number,
-      pool
-    ) => {
-      const appliedAmount = Math.min(unappliedAmount, unappliedPayment.amount);
-      unappliedAmount = unappliedAmount - appliedAmount;
-      appliedTotalAmount += appliedAmount;
-
-      // Stop applying once the unapplied amount reach zero or less.
-      if (appliedAmount <= 0) {
-        pool.stop();
-        return;
-      }
-      await this.applyBillToPaymentMade(
-        tenantId,
-        unappliedPayment.id,
-        bill.id,
-        appliedAmount,
-        trx
-      );
-    };
-    await PromisePool.withConcurrency(1)
-      .for(unappliedPayments)
-      .process(precessHandler);
-
-    // Increase the paid amount of the purchase invoice.
-    await Bill.changePaymentAmount(billId, appliedTotalAmount, trx);
-
-    // Triggers `onBillPrepardExpensesApplied` event.
-    await this.eventPublisher.emitAsync(events.bill.onPrepardExpensesApplied, {
-      tenantId,
-      billId,
-      trx,
-    } as IBillPrepardExpensesAppliedEventPayload);
-  }
-
-  /**
-   * Apply the given bill to payment made transaction.
-   * @param {number} tenantId
-   * @param {number} billPaymentId
-   * @param {number} billId
-   * @param {number} appliedAmount
-   * @param {Knex.Transaction} trx
-   */
-  public applyBillToPaymentMade = async (
-    tenantId: number,
-    billPaymentId: number,
-    billId: number,
-    appliedAmount: number,
-    trx?: Knex.Transaction
-  ) => {
-    const { BillPaymentEntry, BillPayment } = this.tenancy.models(tenantId);
-
-    await BillPaymentEntry.query(trx).insert({
-      billPaymentId,
-      billId,
-      paymentAmount: appliedAmount,
-    });
-    await BillPayment.query(trx).increment('appliedAmount', appliedAmount);
-
-    // Triggers `onBillPaymentPrepardExpensesApplied` event.
-    await this.eventPublisher.emitAsync(
-      events.billPayment.onPrepardExpensesApplied,
-      {
-        tenantId,
-        billPaymentId,
-        billId,
-        appliedAmount,
-        trx,
-      } as IPaymentPrepardExpensesAppliedEventPayload
-    );
-  };
-}

packages/server/src/services/Purchases/Bills/events/AutoApplyPrepardExpensesOnBillCreated.ts

@@ -1,36 +0,0 @@
-import { Inject, Service } from 'typedi';
-import { AutoApplyPrepardExpenses } from '../AutoApplyPrepardExpenses';
-import events from '@/subscribers/events';
-import { IBillCreatedPayload } from '@/interfaces';
-
-@Service()
-export class AutoApplyPrepardExpensesOnBillCreated {
-  @Inject()
-  private autoApplyPrepardExpenses: AutoApplyPrepardExpenses;
-
-  /**
-   * Constructor method.
-   */
-  public attach(bus) {
-    bus.subscribe(
-      events.bill.onCreated,
-      this.handleAutoApplyPrepardExpensesOnBillCreated.bind(this)
-    );
-  }
-
-  /**
-   * Handles the auto apply prepard expenses on bill created.
-   * @param {IBillCreatedPayload} payload -
-   */
-  private async handleAutoApplyPrepardExpensesOnBillCreated({
-    tenantId,
-    billId,
-    trx,
-  }: IBillCreatedPayload) {
-    await this.autoApplyPrepardExpenses.autoApplyPrepardExpensesToBill(
-      tenantId,
-      billId,
-      trx
-    );
-  }
-}

packages/server/src/services/Sales/PaymentReceives/AutoApplyUnearnedRevenue.ts

@@ -1,126 +0,0 @@
-import { Inject, Service } from 'typedi';
-import { Knex } from 'knex';
-import PromisePool, { ProcessHandler } from '@supercharge/promise-pool';
-import HasTenancyService from '@/services/Tenancy/TenancyService';
-import { EventPublisher } from '@/lib/EventPublisher/EventPublisher';
-import events from '@/subscribers/events';
-import {
-  IPaymentReceive,
-  PaymentReceiveUnearnedRevenueAppliedEventPayload,
-  SaleInvoiceAppliedUnearnedRevenueOnCreatedEventPayload,
-} from '@/interfaces';
-
-@Service()
-export class AutoApplyUnearnedRevenue {
-  @Inject()
-  private tenancy: HasTenancyService;
-
-  @Inject()
-  private eventPublisher: EventPublisher;
-
-  /**
-   * Auto apply invoice to advanced payment received transactions.
-   * @param {number} tenantId
-   * @param {number} invoiceId
-   * @returns {Promise<void>}
-   */
-  public async autoApplyUnearnedRevenueToInvoice(
-    tenantId: number,
-    saleInvoiceId: number,
-    trx?: Knex.Transaction
-  ): Promise<void> {
-    const { PaymentReceive, SaleInvoice } = this.tenancy.models(tenantId);
-
-    const invoice = await SaleInvoice.query(trx)
-      .findById(saleInvoiceId)
-      .throwIfNotFound();
-
-    const unappliedPayments = await PaymentReceive.query(trx)
-      .where('customerId', invoice.customerId)
-      .whereRaw('amount - applied_amount > 0')
-      .whereNotNull('unearnedRevenueAccountId');
-
-    let unappliedAmount = invoice.total;
-    let appliedTotalAmount = 0; // Total applied amount after applying.
-
-    const processHandler: ProcessHandler<
-      IPaymentReceive,
-      Promise<void>
-    > = async (unappliedPayment: IPaymentReceive, index: number, pool) => {
-      const appliedAmount = Math.min(unappliedAmount, unappliedPayment.amount);
-      unappliedAmount = unappliedAmount - appliedAmount;
-      appliedTotalAmount += appliedAmount;
-
-      // Stop applying once the unapplied amount reache zero or less.
-      if (appliedAmount <= 0) {
-        pool.stop();
-        return;
-      }
-      await this.applyInvoiceToPaymentReceived(
-        tenantId,
-        unappliedPayment.id,
-        invoice.id,
-        appliedAmount,
-        trx
-      );
-    };
-    await PromisePool.withConcurrency(1)
-      .for(unappliedPayments)
-      .process(processHandler);
-
-    // Increase the paid amount of the sale invoice.
-    await SaleInvoice.changePaymentAmount(
-      saleInvoiceId,
-      appliedTotalAmount,
-      trx
-    );
-    // Triggers event `onSaleInvoiceUnearnedRevenue`.
-    await this.eventPublisher.emitAsync(
-      events.saleInvoice.onUnearnedRevenueApplied,
-      {
-        tenantId,
-        saleInvoiceId,
-        trx,
-      } as SaleInvoiceAppliedUnearnedRevenueOnCreatedEventPayload
-    );
-  }
-
-  /**
-   * Apply the given invoice to payment received transaction.
-   * @param {number} tenantId
-   * @param {number} paymentReceivedId
-   * @param {number} invoiceId
-   * @param {number} appliedAmount
-   * @param {Knex.Transaction} trx
-   * @returns {Promise<void>}
-   */
-  public applyInvoiceToPaymentReceived = async (
-    tenantId: number,
-    paymentReceiveId: number,
-    invoiceId: number,
-    appliedAmount: number,
-    trx?: Knex.Transaction
-  ): Promise<void> => {
-    const { PaymentReceiveEntry, PaymentReceive } =
-      this.tenancy.models(tenantId);
-
-    await PaymentReceiveEntry.query(trx).insert({
-      paymentReceiveId,
-      invoiceId,
-      paymentAmount: appliedAmount,
-    });
-    await PaymentReceive.query(trx).increment('appliedAmount', appliedAmount);
-
-    // Triggers the event `onPaymentReceivedUnearnedRevenue`.
-    await this.eventPublisher.emitAsync(
-      events.paymentReceive.onUnearnedRevenueApplied,
-      {
-        tenantId,
-        paymentReceiveId,
-        saleInvoiceId: invoiceId,
-        appliedAmount,
-        trx,
-      } as PaymentReceiveUnearnedRevenueAppliedEventPayload
-    );
-  };
-}

packages/server/src/services/Sales/PaymentReceives/PaymentReceiveDTOTransformer.ts

@@ -11,7 +11,6 @@ import { PaymentReceiveValidators } from './PaymentReceiveValidators';
 import { PaymentReceiveIncrement } from './PaymentReceiveIncrement';
 import { BranchTransactionDTOTransform } from '@/services/Branches/Integrations/BranchTransactionDTOTransform';
 import { formatDateFields } from '@/utils';
-import HasTenancyService from '@/services/Tenancy/TenancyService';
 
 @Service()
 export class PaymentReceiveDTOTransformer {
@@ -24,9 +23,6 @@ export class PaymentReceiveDTOTransformer {
   @Inject()
   private branchDTOTransform: BranchTransactionDTOTransform;
 
-  @Inject()
-  private tenancy: HasTenancyService;
-
   /**
    * Transformes the create payment receive DTO to model object.
    * @param {number} tenantId
@@ -40,8 +36,7 @@ export class PaymentReceiveDTOTransformer {
     paymentReceiveDTO: IPaymentReceiveCreateDTO | IPaymentReceiveEditDTO,
     oldPaymentReceive?: IPaymentReceive
   ): Promise<IPaymentReceive> {
-    const { accountRepository } = this.tenancy.repositories(tenantId);
-    const appliedAmount = sumBy(paymentReceiveDTO.entries, 'paymentAmount');
+    const paymentAmount = sumBy(paymentReceiveDTO.entries, 'paymentAmount');
 
     // Retreive the next invoice number.
     const autoNextNumber =
@@ -55,29 +50,17 @@ export class PaymentReceiveDTOTransformer {
 
     this.validators.validatePaymentNoRequire(paymentReceiveNo);
 
-    const hasUnearnedPayment = appliedAmount < paymentReceiveDTO.amount;
-    const unearnedRevenueAccount = hasUnearnedPayment
-      ? await accountRepository.findOrCreateUnearnedRevenue()
-      : null;
-
-    const unearnedRevenueAccountId =
-      hasUnearnedPayment && unearnedRevenueAccount
-        ? paymentReceiveDTO.unearnedRevenueAccountId ??
-          unearnedRevenueAccount?.id
-        : paymentReceiveDTO.unearnedRevenueAccountId;
-
     const initialDTO = {
       ...formatDateFields(omit(paymentReceiveDTO, ['entries', 'attachments']), [
         'paymentDate',
       ]),
-      appliedAmount,
+      amount: paymentAmount,
       currencyCode: customer.currencyCode,
       ...(paymentReceiveNo ? { paymentReceiveNo } : {}),
       exchangeRate: paymentReceiveDTO.exchangeRate || 1,
       entries: paymentReceiveDTO.entries.map((entry) => ({
         ...entry,
       })),
-      unearnedRevenueAccountId,
     };
     return R.compose(
       this.branchDTOTransform.transformDTO<IPaymentReceive>(tenantId)

packages/server/src/services/Sales/PaymentReceives/PaymentReceiveGLEntries.ts

@@ -1,14 +1,19 @@
 import { Service, Inject } from 'typedi';
+import { sumBy } from 'lodash';
 import { Knex } from 'knex';
 import Ledger from '@/services/Accounting/Ledger';
 import TenancyService from '@/services/Tenancy/TenancyService';
-import { IPaymentReceive, ILedgerEntry, AccountNormal } from '@/interfaces';
+import {
+  IPaymentReceive,
+  ILedgerEntry,
+  AccountNormal,
+  IPaymentReceiveGLCommonEntry,
+} from '@/interfaces';
 import LedgerStorageService from '@/services/Accounting/LedgerStorageService';
 import { TenantMetadata } from '@/system/models';
-import { PaymentReceivedGLCommon } from './PaymentReceivedGLCommon';
 
 @Service()
-export class PaymentReceiveGLEntries extends PaymentReceivedGLCommon {
+export class PaymentReceiveGLEntries {
   @Inject()
   private tenancy: TenancyService;
 
@@ -17,9 +22,9 @@ export class PaymentReceiveGLEntries extends PaymentReceivedGLCommon {
 
   /**
    * Writes payment GL entries to the storage.
-   * @param {number} tenantId - Tenant id.
-   * @param {number} paymentReceiveId - Payment received id.
-   * @param {Knex.Transaction} trx - Knex transaction.
+   * @param   {number} tenantId
+   * @param   {number} paymentReceiveId
+   * @param   {Knex.Transaction} trx
    * @returns {Promise<void>}
    */
   public writePaymentGLEntries = async (
@@ -29,19 +34,14 @@ export class PaymentReceiveGLEntries extends PaymentReceivedGLCommon {
   ): Promise<void> => {
     const { PaymentReceive } = this.tenancy.models(tenantId);
 
+    // Retrieves the given tenant metadata.
+    const tenantMeta = await TenantMetadata.query().findOne({ tenantId });
+
     // Retrieves the payment receive with associated entries.
     const paymentReceive = await PaymentReceive.query(trx)
       .findById(paymentReceiveId)
       .withGraphFetched('entries.invoice');
 
-      // Cannot continue if the received payment is unearned revenue type,
-      // that type of transactions have different type of GL entries.
-    if (paymentReceive.unearnedRevenueAccountId) {
-      return;
-    }
-    // Retrieves the given tenant metadata.
-    const tenantMeta = await TenantMetadata.query().findOne({ tenantId });
-
     // Retrives the payment receive ledger.
     const ledger = await this.getPaymentReceiveGLedger(
       tenantId,
@@ -53,6 +53,25 @@ export class PaymentReceiveGLEntries extends PaymentReceivedGLCommon {
     await this.ledgerStorage.commit(tenantId, ledger, trx);
   };
 
+  /**
+   * Reverts the given payment receive GL entries.
+   * @param {number} tenantId
+   * @param {number} paymentReceiveId
+   * @param {Knex.Transaction} trx
+   */
+  public revertPaymentGLEntries = async (
+    tenantId: number,
+    paymentReceiveId: number,
+    trx?: Knex.Transaction
+  ) => {
+    await this.ledgerStorage.deleteByReference(
+      tenantId,
+      paymentReceiveId,
+      'PaymentReceive',
+      trx
+    );
+  };
+
   /**
    * Rewrites the given payment receive GL entries.
    * @param {number} tenantId
@@ -73,10 +92,10 @@ export class PaymentReceiveGLEntries extends PaymentReceivedGLCommon {
 
   /**
    * Retrieves the payment receive general ledger.
-   * @param {number} tenantId -
-   * @param {IPaymentReceive} paymentReceive -
-   * @param {string} baseCurrencyCode -
-   * @param {Knex.Transaction} trx -
+   * @param   {number} tenantId -
+   * @param   {IPaymentReceive} paymentReceive -
+   * @param   {string} baseCurrencyCode -
+   * @param   {Knex.Transaction} trx -
    * @returns {Ledger}
    */
   public getPaymentReceiveGLedger = async (
@@ -107,9 +126,100 @@ export class PaymentReceiveGLEntries extends PaymentReceivedGLCommon {
     return new Ledger(ledgerEntries);
   };
 
+  /**
+   * Calculates the payment total exchange gain/loss.
+   * @param   {IBillPayment} paymentReceive - Payment receive with entries.
+   * @returns {number}
+   */
+  private getPaymentExGainOrLoss = (
+    paymentReceive: IPaymentReceive
+  ): number => {
+    return sumBy(paymentReceive.entries, (entry) => {
+      const paymentLocalAmount =
+        entry.paymentAmount * paymentReceive.exchangeRate;
+      const invoicePayment = entry.paymentAmount * entry.invoice.exchangeRate;
+
+      return paymentLocalAmount - invoicePayment;
+    });
+  };
+
+  /**
+   * Retrieves the common entry of payment receive.
+   * @param   {IPaymentReceive} paymentReceive
+   * @returns {}
+   */
+  private getPaymentReceiveCommonEntry = (
+    paymentReceive: IPaymentReceive
+  ): IPaymentReceiveGLCommonEntry => {
+    return {
+      debit: 0,
+      credit: 0,
+
+      currencyCode: paymentReceive.currencyCode,
+      exchangeRate: paymentReceive.exchangeRate,
+
+      transactionId: paymentReceive.id,
+      transactionType: 'PaymentReceive',
+
+      transactionNumber: paymentReceive.paymentReceiveNo,
+      referenceNumber: paymentReceive.referenceNo,
+
+      date: paymentReceive.paymentDate,
+      userId: paymentReceive.userId,
+      createdAt: paymentReceive.createdAt,
+
+      branchId: paymentReceive.branchId,
+    };
+  };
+
+  /**
+   * Retrieves the payment exchange gain/loss entry.
+   * @param   {IPaymentReceive} paymentReceive -
+   * @param   {number} ARAccountId -
+   * @param   {number} exchangeGainOrLossAccountId -
+   * @param   {string} baseCurrencyCode -
+   * @returns {ILedgerEntry[]}
+   */
+  private getPaymentExchangeGainLossEntry = (
+    paymentReceive: IPaymentReceive,
+    ARAccountId: number,
+    exchangeGainOrLossAccountId: number,
+    baseCurrencyCode: string
+  ): ILedgerEntry[] => {
+    const commonJournal = this.getPaymentReceiveCommonEntry(paymentReceive);
+    const gainOrLoss = this.getPaymentExGainOrLoss(paymentReceive);
+    const absGainOrLoss = Math.abs(gainOrLoss);
+
+    return gainOrLoss
+      ? [
+          {
+            ...commonJournal,
+            currencyCode: baseCurrencyCode,
+            exchangeRate: 1,
+            debit: gainOrLoss > 0 ? absGainOrLoss : 0,
+            credit: gainOrLoss < 0 ? absGainOrLoss : 0,
+            accountId: ARAccountId,
+            contactId: paymentReceive.customerId,
+            index: 3,
+            accountNormal: AccountNormal.CREDIT,
+          },
+          {
+            ...commonJournal,
+            currencyCode: baseCurrencyCode,
+            exchangeRate: 1,
+            credit: gainOrLoss > 0 ? absGainOrLoss : 0,
+            debit: gainOrLoss < 0 ? absGainOrLoss : 0,
+            accountId: exchangeGainOrLossAccountId,
+            index: 3,
+            accountNormal: AccountNormal.DEBIT,
+          },
+        ]
+      : [];
+  };
+
   /**
    * Retrieves the payment deposit GL entry.
-   * @param {IPaymentReceive} paymentReceive
+   * @param   {IPaymentReceive} paymentReceive
    * @returns {ILedgerEntry}
    */
   private getPaymentDepositGLEntry = (
@@ -128,8 +238,8 @@ export class PaymentReceiveGLEntries extends PaymentReceivedGLCommon {
 
   /**
    * Retrieves the payment receivable entry.
-   * @param {IPaymentReceive} paymentReceive
-   * @param {number} ARAccountId
+   * @param   {IPaymentReceive} paymentReceive
+   * @param   {number} ARAccountId
    * @returns {ILedgerEntry}
    */
   private getPaymentReceivableEntry = (
@@ -152,15 +262,15 @@ export class PaymentReceiveGLEntries extends PaymentReceivedGLCommon {
    * Records payment receive journal transactions.
    *
    * Invoice payment journals.
-   * ------------
-   * - Account Receivable -> Debit
-   * - Payment Account [current asset] -> Credit
+   * --------
+   * - Account receivable -> Debit
+   * - Payment account [current asset] -> Credit
    *
-   * @param {number} tenantId
-   * @param {IPaymentReceive} paymentRecieve - Payment receive model.
-   * @param {number} ARAccountId - A/R account id.
-   * @param {number} exGainOrLossAccountId - Exchange gain/loss account id.
-   * @param {string} baseCurrency - Base currency code.
+   * @param   {number} tenantId
+   * @param   {IPaymentReceive} paymentRecieve - Payment receive model.
+   * @param   {number} ARAccountId - A/R account id.
+   * @param   {number} exGainOrLossAccountId - Exchange gain/loss account id.
+   * @param   {string} baseCurrency - Base currency code.
    * @returns {Promise<ILedgerEntry>}
    */
   public getPaymentReceiveGLEntries = (

packages/server/src/services/Sales/PaymentReceives/PaymentReceiveValidators.ts

@@ -107,6 +107,7 @@ export class PaymentReceiveValidators {
     const invoicesIds = paymentReceiveEntries.map(
       (e: IPaymentReceiveEntryDTO) => e.invoiceId
     );
+
     const storedInvoices = await SaleInvoice.query().whereIn('id', invoicesIds);
 
     const storedInvoicesMap = new Map(

packages/server/src/services/Sales/PaymentReceives/PaymentReceivedGLCommon.ts

@@ -1,123 +0,0 @@
-import { Knex } from 'knex';
-import { sumBy } from 'lodash';
-import {
-  AccountNormal,
-  ILedgerEntry,
-  IPaymentReceive,
-  IPaymentReceiveGLCommonEntry,
-} from '@/interfaces';
-import LedgerStorageService from '@/services/Accounting/LedgerStorageService';
-
-export class PaymentReceivedGLCommon {
-  private ledgerStorage: LedgerStorageService;
-
-  /**
-   * Retrieves the common entry of payment receive.
-   * @param {IPaymentReceive} paymentReceive
-   * @returns {IPaymentReceiveGLCommonEntry}
-   */
-  protected getPaymentReceiveCommonEntry = (
-    paymentReceive: IPaymentReceive
-  ): IPaymentReceiveGLCommonEntry => {
-    return {
-      debit: 0,
-      credit: 0,
-
-      currencyCode: paymentReceive.currencyCode,
-      exchangeRate: paymentReceive.exchangeRate,
-
-      transactionId: paymentReceive.id,
-      transactionType: 'PaymentReceive',
-
-      transactionNumber: paymentReceive.paymentReceiveNo,
-      referenceNumber: paymentReceive.referenceNo,
-
-      date: paymentReceive.paymentDate,
-      userId: paymentReceive.userId,
-      createdAt: paymentReceive.createdAt,
-
-      branchId: paymentReceive.branchId,
-    };
-  };
-
-  /**
-   * Retrieves the payment exchange gain/loss entry.
-   * @param   {IPaymentReceive} paymentReceive -
-   * @param   {number} ARAccountId -
-   * @param   {number} exchangeGainOrLossAccountId -
-   * @param   {string} baseCurrencyCode -
-   * @returns {ILedgerEntry[]}
-   */
-  protected getPaymentExchangeGainLossEntry = (
-    paymentReceive: IPaymentReceive,
-    ARAccountId: number,
-    exchangeGainOrLossAccountId: number,
-    baseCurrencyCode: string
-  ): ILedgerEntry[] => {
-    const commonJournal = this.getPaymentReceiveCommonEntry(paymentReceive);
-    const gainOrLoss = this.getPaymentExGainOrLoss(paymentReceive);
-    const absGainOrLoss = Math.abs(gainOrLoss);
-
-    return gainOrLoss
-      ? [
-          {
-            ...commonJournal,
-            currencyCode: baseCurrencyCode,
-            exchangeRate: 1,
-            debit: gainOrLoss > 0 ? absGainOrLoss : 0,
-            credit: gainOrLoss < 0 ? absGainOrLoss : 0,
-            accountId: ARAccountId,
-            contactId: paymentReceive.customerId,
-            index: 3,
-            accountNormal: AccountNormal.CREDIT,
-          },
-          {
-            ...commonJournal,
-            currencyCode: baseCurrencyCode,
-            exchangeRate: 1,
-            credit: gainOrLoss > 0 ? absGainOrLoss : 0,
-            debit: gainOrLoss < 0 ? absGainOrLoss : 0,
-            accountId: exchangeGainOrLossAccountId,
-            index: 3,
-            accountNormal: AccountNormal.DEBIT,
-          },
-        ]
-      : [];
-  };
-
-  /**
-   * Calculates the payment total exchange gain/loss.
-   * @param {IBillPayment} paymentReceive - Payment receive with entries.
-   * @returns {number}
-   */
-  private getPaymentExGainOrLoss = (
-    paymentReceive: IPaymentReceive
-  ): number => {
-    return sumBy(paymentReceive.entries, (entry) => {
-      const paymentLocalAmount =
-        entry.paymentAmount * paymentReceive.exchangeRate;
-      const invoicePayment = entry.paymentAmount * entry.invoice.exchangeRate;
-
-      return paymentLocalAmount - invoicePayment;
-    });
-  };
-
-  /**
-   * Reverts the given payment receive GL entries.
-   * @param {number} tenantId
-   * @param {number} paymentReceiveId
-   * @param {Knex.Transaction} trx
-   */
-  public revertPaymentGLEntries = async (
-    tenantId: number,
-    paymentReceiveId: number,
-    trx?: Knex.Transaction
-  ) => {
-    await this.ledgerStorage.deleteByReference(
-      tenantId,
-      paymentReceiveId,
-      'PaymentReceive',
-      trx
-    );
-  };
-}

packages/server/src/services/Sales/PaymentReceives/PaymentReceivedUnearnedGLEntries.ts

@@ -1,252 +0,0 @@
-import * as R from 'ramda';
-import { Knex } from 'knex';
-import { Inject, Service } from 'typedi';
-import { flatten } from 'lodash';
-import HasTenancyService from '@/services/Tenancy/TenancyService';
-import { TenantMetadata } from '@/system/models';
-import { PaymentReceivedGLCommon } from './PaymentReceivedGLCommon';
-import {
-  AccountNormal,
-  ILedgerEntry,
-  IPaymentReceive,
-  IPaymentReceiveEntry,
-} from '@/interfaces';
-import LedgerStorageService from '@/services/Accounting/LedgerStorageService';
-import Ledger from '@/services/Accounting/Ledger';
-
-@Service()
-export class PaymentReceivedUnearnedGLEntries extends PaymentReceivedGLCommon {
-  @Inject()
-  private tenancy: HasTenancyService;
-
-  @Inject()
-  private ledgerStorage: LedgerStorageService;
-
-  /**
-   * Writes payment GL entries to the storage.
-   * @param {number} tenantId
-   * @param {number} paymentReceiveId
-   * @param {Knex.Transaction} trx
-   * @returns {Promise<void>}
-   */
-  public writePaymentGLEntries = async (
-    tenantId: number,
-    paymentReceiveId: number,
-    trx?: Knex.Transaction
-  ): Promise<void> => {
-    const { PaymentReceive } = this.tenancy.models(tenantId);
-
-    // Retrieves the payment receive with associated entries.
-    const paymentReceive = await PaymentReceive.query(trx)
-      .findById(paymentReceiveId)
-      .withGraphFetched('entries.invoice');
-
-    // Stop early if
-    if (!paymentReceive.unearnedRevenueAccountId) {
-      return;
-    }
-    // Retrieves the given tenant metadata.
-    const tenantMeta = await TenantMetadata.query().findOne({ tenantId });
-
-    const ledger = await this.getPaymentReceiveGLedger(
-      tenantId,
-      paymentReceive
-    );
-    // Commit the ledger entries to the storage.
-    await this.ledgerStorage.commit(tenantId, ledger, trx);
-  };
-
-  /**
-   * Rewrites the given payment receive GL entries.
-   * @param {number} tenantId
-   * @param {number} paymentReceiveId
-   * @param {Knex.Transaction} trx
-   */
-  public rewritePaymentGLEntries = async (
-    tenantId: number,
-    paymentReceiveId: number,
-    trx?: Knex.Transaction
-  ) => {
-    // Reverts the payment GL entries.
-    await this.revertPaymentGLEntries(tenantId, paymentReceiveId, trx);
-
-    // Writes the payment GL entries.
-    await this.writePaymentGLEntries(tenantId, paymentReceiveId, trx);
-  };
-
-  /**
-   * Retrieves the payment received GL entries.
-   * @param {number} tenantId
-   * @param {IPaymentReceive} paymentReceive
-   * @returns {Promise<Ledger>}
-   */
-  private getPaymentReceiveGLedger = async (
-    tenantId: number,
-    paymentReceive: IPaymentReceive
-  ) => {
-    const { accountRepository } = this.tenancy.repositories(tenantId);
-
-    // Retrieve the A/R account of the given currency.
-    const receivableAccount =
-      await accountRepository.findOrCreateAccountReceivable(
-        paymentReceive.currencyCode
-      );
-    // Retrieve the payment GL entries.
-    const entries = this.getPaymentGLEntries(
-      receivableAccount.id,
-      paymentReceive
-    );
-    const unearnedRevenueEntries =
-      this.getUnearnedRevenueEntries(paymentReceive);
-
-    const combinedEntries = [...unearnedRevenueEntries, ...entries];
-
-    return new Ledger(combinedEntries);
-  };
-
-  /**
-   * Retrieve the payment received GL entries.
-   * @param {number} ARAccountId - A/R account id.
-   * @param {IPaymentReceive} paymentReceive -
-   * @returns {Array<ILedgerEntry>}
-   */
-  private getPaymentGLEntries = R.curry(
-    (
-      ARAccountId: number,
-      paymentReceive: IPaymentReceive
-    ): Array<ILedgerEntry> => {
-      const getPaymentEntryGLEntries = this.getPaymentEntryGLEntries(
-        ARAccountId,
-        paymentReceive
-      );
-      const entriesGroup = paymentReceive.entries.map((paymentEntry) => {
-        return getPaymentEntryGLEntries(paymentEntry);
-      });
-      return flatten(entriesGroup);
-    }
-  );
-
-  /**
-   * Retrieve the payment entry GL entries.
-   * @param {IPaymentReceiveEntry} paymentReceivedEntry -
-   * @param {IPaymentReceive} paymentReceive -
-   * @returns {Array<ILedgerEntry>}
-   */
-  private getPaymentEntryGLEntries = R.curry(
-    (
-      ARAccountId: number,
-      paymentReceive: IPaymentReceive,
-      paymentReceivedEntry: IPaymentReceiveEntry
-    ): Array<ILedgerEntry> => {
-      const unearnedRevenueEntry = this.getDebitUnearnedRevenueGLEntry(
-        paymentReceivedEntry.paymentAmount,
-        paymentReceive
-      );
-      const AREntry = this.getPaymentReceivableEntry(
-        paymentReceivedEntry.paymentAmount,
-        paymentReceive,
-        ARAccountId
-      );
-      return [unearnedRevenueEntry, AREntry];
-    }
-  );
-
-  /**
-   * Retrieves the payment deposit GL entry.
-   * @param {IPaymentReceive} paymentReceive
-   * @returns {ILedgerEntry}
-   */
-  private getDebitUnearnedRevenueGLEntry = (
-    amount: number,
-    paymentReceive: IPaymentReceive
-  ): ILedgerEntry => {
-    const commonJournal = this.getPaymentReceiveCommonEntry(paymentReceive);
-
-    return {
-      ...commonJournal,
-      debit: amount,
-      accountId: paymentReceive.unearnedRevenueAccountId,
-      accountNormal: AccountNormal.CREDIT,
-      index: 2,
-      indexGroup: 20,
-    };
-  };
-
-  /**
-   * Retrieves the payment receivable entry.
-   * @param {IPaymentReceive} paymentReceive
-   * @param {number} ARAccountId
-   * @returns {ILedgerEntry}
-   */
-  private getPaymentReceivableEntry = (
-    amount: number,
-    paymentReceive: IPaymentReceive,
-    ARAccountId: number
-  ): ILedgerEntry => {
-    const commonJournal = this.getPaymentReceiveCommonEntry(paymentReceive);
-
-    return {
-      ...commonJournal,
-      credit: amount,
-      contactId: paymentReceive.customerId,
-      accountId: ARAccountId,
-      accountNormal: AccountNormal.DEBIT,
-      index: 1,
-      indexGroup: 20,
-    };
-  };
-
-  /**
-   * Retrieves the unearned revenue entries.
-   * @param {IPaymentReceive} paymentReceived -
-   * @returns {Array<ILedgerEntry>}
-   */
-  private getUnearnedRevenueEntries = (
-    paymentReceive: IPaymentReceive
-  ): Array<ILedgerEntry> => {
-    const depositEntry = this.getDepositPaymentGLEntry(paymentReceive);
-    const unearnedEntry = this.getUnearnedRevenueEntry(paymentReceive);
-
-    return [depositEntry, unearnedEntry];
-  };
-
-  /**
-   * Retrieve the payment deposit entry.
-   * @param {IPaymentReceive} paymentReceived -
-   * @returns {ILedgerEntry}
-   */
-  private getDepositPaymentGLEntry = (
-    paymentReceive: IPaymentReceive
-  ): ILedgerEntry => {
-    const commonJournal = this.getPaymentReceiveCommonEntry(paymentReceive);
-
-    return {
-      ...commonJournal,
-      debit: paymentReceive.amount,
-      accountId: paymentReceive.depositAccountId,
-      accountNormal: AccountNormal.DEBIT,
-      indexGroup: 10,
-      index: 1,
-    };
-  };
-
-  /**
-   * Retrieve the unearned revenue entry.
-   * @param {IPaymentReceive} paymentReceived -
-   * @returns {ILedgerEntry}
-   */
-  private getUnearnedRevenueEntry = (
-    paymentReceived: IPaymentReceive
-  ): ILedgerEntry => {
-    const commonJournal = this.getPaymentReceiveCommonEntry(paymentReceived);
-
-    return {
-      ...commonJournal,
-      credit: paymentReceived.amount,
-      accountId: paymentReceived.unearnedRevenueAccountId,
-      accountNormal: AccountNormal.CREDIT,
-      indexGroup: 10,
-      index: 1,
-    };
-  };
-}

packages/server/src/services/Sales/PaymentReceives/events/AutoApplyUnearnedRevenueOnInvoiceCreated.ts

@@ -1,34 +0,0 @@
-import { Inject, Service } from 'typedi';
-import events from '@/subscribers/events';
-import { AutoApplyUnearnedRevenue } from '../AutoApplyUnearnedRevenue';
-
-@Service()
-export class AutoApplyUnearnedRevenueOnInvoiceCreated {
-  @Inject()
-  private autoApplyUnearnedRevenue: AutoApplyUnearnedRevenue;
-  /**
-   * Constructor method.
-   */
-  public attach(bus) {
-    bus.subscribe(
-      events.saleInvoice.onCreated,
-      this.handleAutoApplyUnearnedRevenueOnInvoiceCreated.bind(this)
-    );
-  }
-
-  /**
-   * Handles the auto apply unearned revenue on invoice creating.
-   * @param 
-   */
-  private async handleAutoApplyUnearnedRevenueOnInvoiceCreated({
-    tenantId,
-    saleInvoice,
-    trx,
-  }) {
-    await this.autoApplyUnearnedRevenue.autoApplyUnearnedRevenueToInvoice(
-      tenantId,
-      saleInvoice.id,
-      trx
-    );
-  }
-}

packages/server/src/services/Tenancy/TenancyService.ts

@@ -77,12 +77,7 @@ export default class HasTenancyService {
       const knex = this.knex(tenantId);
       const i18n = this.i18n(tenantId);
 
-      const repositories = tenantRepositoriesLoader(knex, cache, i18n);
-
-      Object.values(repositories).forEach((repository) => {
-        repository.setTenantId(tenantId);
-      });
-      return repositories;
+      return tenantRepositoriesLoader(knex, cache, i18n);
     });
   }
 

packages/server/src/subscribers/PaymentReceive/WriteGLEntries.ts

@@ -3,20 +3,15 @@ import {
   IPaymentReceiveCreatedPayload,
   IPaymentReceiveDeletedPayload,
   IPaymentReceiveEditedPayload,
-  PaymentReceiveUnearnedRevenueAppliedEventPayload,
 } from '@/interfaces';
 import events from '@/subscribers/events';
 import { PaymentReceiveGLEntries } from '@/services/Sales/PaymentReceives/PaymentReceiveGLEntries';
-import { PaymentReceivedUnearnedGLEntries } from '@/services/Sales/PaymentReceives/PaymentReceivedUnearnedGLEntries';
 
 @Service()
 export default class PaymentReceivesWriteGLEntriesSubscriber {
   @Inject()
   private paymentReceiveGLEntries: PaymentReceiveGLEntries;
 
-  @Inject()
-  private paymentReceivedUnearnedGLEntries: PaymentReceivedUnearnedGLEntries;
-
   /**
    * Attaches events with handlers.
    */
@@ -37,7 +32,6 @@ export default class PaymentReceivesWriteGLEntriesSubscriber {
 
   /**
    * Handle journal entries writing once the payment receive created.
-   * @param {IPaymentReceiveCreatedPayload} payload -
    */
   private handleWriteJournalEntriesOnceCreated = async ({
     tenantId,
@@ -49,21 +43,14 @@ export default class PaymentReceivesWriteGLEntriesSubscriber {
       paymentReceiveId,
       trx
     );
-    await this.paymentReceivedUnearnedGLEntries.writePaymentGLEntries(
-      tenantId,
-      paymentReceiveId,
-      trx
-    );
   };
 
   /**
    * Handle journal entries writing once the payment receive edited.
-   * @param {IPaymentReceiveEditedPayload} payload -
    */
   private handleOverwriteJournalEntriesOnceEdited = async ({
     tenantId,
     paymentReceive,
-    paymentReceiveId,
     trx,
   }: IPaymentReceiveEditedPayload) => {
     await this.paymentReceiveGLEntries.rewritePaymentGLEntries(
@@ -71,16 +58,10 @@ export default class PaymentReceivesWriteGLEntriesSubscriber {
       paymentReceive.id,
       trx
     );
-    await this.paymentReceivedUnearnedGLEntries.rewritePaymentGLEntries(
-      tenantId,
-      paymentReceiveId,
-      trx
-    );
   };
 
   /**
    * Handles revert journal entries once deleted.
-   * @param {IPaymentReceiveDeletedPayload} payload -
    */
   private handleRevertJournalEntriesOnceDeleted = async ({
     tenantId,

packages/server/src/subscribers/events.ts

@@ -40,6 +40,13 @@ export default {
     baseCurrencyUpdated: 'onOrganizationBaseCurrencyUpdated',
   },
 
+  /**
+   * User subscription events.
+   */
+  subscription: {
+    onSubscribed: 'onOrganizationSubscribed',
+  },
+
   /**
    * Tenants managment service.
    */
@@ -142,8 +149,6 @@ export default {
 
     onMailReminderSend: 'onSaleInvoiceMailReminderSend',
     onMailReminderSent: 'onSaleInvoiceMailReminderSent',
-
-    onUnearnedRevenueApplied: 'onSaleInvoiceUnearnedRevenue',
   },
 
   /**
@@ -232,8 +237,6 @@ export default {
     onPreMailSend: 'onPaymentReceivePreMailSend',
     onMailSend: 'onPaymentReceiveMailSend',
     onMailSent: 'onPaymentReceiveMailSent',
-
-    onUnearnedRevenueApplied: 'onPaymentReceivedUnearnedRevenue',
   },
 
   /**
@@ -254,8 +257,6 @@ export default {
 
     onOpening: 'onBillOpening',
     onOpened: 'onBillOpened',
-
-    onPrepardExpensesApplied: 'onBillPrepardExpensesApplied'
   },
 
   /**
@@ -273,8 +274,6 @@ export default {
 
     onPublishing: 'onBillPaymentPublishing',
     onPublished: 'onBillPaymentPublished',
-
-    onPrepardExpensesApplied: 'onBillPaymentPrepardExpensesApplied'
   },
 
   /**

packages/webapp/src/constants/accountTypes.tsx

@@ -4,9 +4,9 @@ export const ACCOUNT_TYPE = {
   BANK: 'bank',
   ACCOUNTS_RECEIVABLE: 'accounts-receivable',
   INVENTORY: 'inventory',
-  OTHER_CURRENT_ASSET: 'other-current-asset',
+  OTHER_CURRENT_ASSET: 'other-ACCOUNT_PARENT_TYPE.CURRENT_ASSET',
   FIXED_ASSET: 'fixed-asset',
-  NON_CURRENT_ASSET: 'non-current-asset',
+  NON_CURRENT_ASSET: 'non-ACCOUNT_PARENT_TYPE.CURRENT_ASSET',
 
   ACCOUNTS_PAYABLE: 'accounts-payable',
   CREDIT_CARD: 'credit-card',

packages/webapp/src/containers/Customers/CustomersLanding/components.tsx

@@ -160,13 +160,6 @@ export function useCustomersTableColumns() {
         width: 85,
         clickable: true,
       },
-      {
-        id: 'credit_balance',
-        Header: 'Credit Balance',
-        accessor: 'formatted_unused_credit',
-        width: 100,
-        align: 'right',
-      },
       {
         id: 'balance',
         Header: intl.get('receivable_balance'),

packages/webapp/src/containers/Purchases/PaymentMades/PaymentForm/PaymentMadeDialogs.tsx

@@ -1,9 +0,0 @@
-import { ExcessPaymentDialog } from './dialogs/PaymentMadeExcessDialog';
-
-export function PaymentMadeDialogs() {
-  return (
-    <>
-      <ExcessPaymentDialog dialogName={'payment-made-excessed-payment'} />
-    </>
-  );
-}

packages/webapp/src/containers/Purchases/PaymentMades/PaymentForm/PaymentMadeForm.tsx

@@ -2,7 +2,7 @@
 import React, { useMemo } from 'react';
 import intl from 'react-intl-universal';
 import classNames from 'classnames';
-import { Formik, Form, FormikHelpers } from 'formik';
+import { Formik, Form } from 'formik';
 import { Intent } from '@blueprintjs/core';
 import { sumBy, defaultTo } from 'lodash';
 import { useHistory } from 'react-router-dom';
@@ -14,7 +14,6 @@ import PaymentMadeFloatingActions from './PaymentMadeFloatingActions';
 import PaymentMadeFooter from './PaymentMadeFooter';
 import PaymentMadeFormBody from './PaymentMadeFormBody';
 import PaymentMadeFormTopBar from './PaymentMadeFormTopBar';
-import { PaymentMadeDialogs } from './PaymentMadeDialogs';
 
 import { PaymentMadeInnerProvider } from './PaymentMadeInnerProvider';
 import { usePaymentMadeFormContext } from './PaymentMadeFormProvider';
@@ -22,7 +21,6 @@ import { compose, orderingLinesIndexes } from '@/utils';
 
 import withSettings from '@/containers/Settings/withSettings';
 import withCurrentOrganization from '@/containers/Organization/withCurrentOrganization';
-import withDialogActions from '@/containers/Dialog/withDialogActions';
 
 import {
   EditPaymentMadeFormSchema,
@@ -33,7 +31,6 @@ import {
   transformToEditForm,
   transformErrors,
   transformFormToRequest,
-  getPaymentExcessAmountFromValues,
 } from './utils';
 
 /**
@@ -45,9 +42,6 @@ function PaymentMadeForm({
 
   // #withCurrentOrganization
   organization: { base_currency },
-
-  // #withDialogActions
-  openDialog,
 }) {
   const history = useHistory();
 
@@ -60,7 +54,6 @@ function PaymentMadeForm({
     submitPayload,
     createPaymentMadeMutate,
     editPaymentMadeMutate,
-    isExcessConfirmed,
   } = usePaymentMadeFormContext();
 
   // Form initial values.
@@ -83,11 +76,13 @@ function PaymentMadeForm({
   // Handle the form submit.
   const handleSubmitForm = (
     values,
-    { setSubmitting, resetForm, setFieldError }: FormikHelpers<any>,
+    { setSubmitting, resetForm, setFieldError },
   ) => {
     setSubmitting(true);
+    // Total payment amount of entries.
+    const totalPaymentAmount = sumBy(values.entries, 'payment_amount');
 
-    if (values.amount <= 0) {
+    if (totalPaymentAmount <= 0) {
       AppToaster.show({
         message: intl.get('you_cannot_make_payment_with_zero_total_amount'),
         intent: Intent.DANGER,
@@ -95,16 +90,6 @@ function PaymentMadeForm({
       setSubmitting(false);
       return;
     }
-    const excessAmount = getPaymentExcessAmountFromValues(values);
-
-    // Show the confirmation popup if the excess amount bigger than zero and
-    // has not been confirmed yet.
-    if (excessAmount > 0 && !isExcessConfirmed) {
-      openDialog('payment-made-excessed-payment');
-      setSubmitting(false);
-
-      return;
-    }
     // Transformes the form values to request body.
     const form = transformFormToRequest(values);
 
@@ -134,12 +119,11 @@ function PaymentMadeForm({
       }
       setSubmitting(false);
     };
+
     if (!isNewMode) {
-      return editPaymentMadeMutate([paymentMadeId, form])
-        .then(onSaved)
-        .catch(onError);
+      editPaymentMadeMutate([paymentMadeId, form]).then(onSaved).catch(onError);
     } else {
-      return createPaymentMadeMutate(form).then(onSaved).catch(onError);
+      createPaymentMadeMutate(form).then(onSaved).catch(onError);
     }
   };
 
@@ -165,7 +149,6 @@ function PaymentMadeForm({
             <PaymentMadeFormBody />
             <PaymentMadeFooter />
             <PaymentMadeFloatingActions />
-            <PaymentMadeDialogs />
           </PaymentMadeInnerProvider>
         </Form>
       </Formik>
@@ -180,5 +163,4 @@ export default compose(
     preferredPaymentAccount: parseInt(billPaymentSettings?.withdrawalAccount),
   })),
   withCurrentOrganization(),
-  withDialogActions,
 )(PaymentMadeForm);

packages/webapp/src/containers/Purchases/PaymentMades/PaymentForm/PaymentMadeFormFooterRight.tsx

@@ -1,23 +1,17 @@
 // @ts-nocheck
 import React from 'react';
 import styled from 'styled-components';
-import { useFormikContext } from 'formik';
 import {
   T,
   TotalLines,
   TotalLine,
   TotalLineBorderStyle,
   TotalLineTextStyle,
-  FormatNumber,
 } from '@/components';
-import { usePaymentMadeExcessAmount, usePaymentMadeTotals } from './utils';
+import { usePaymentMadeTotals } from './utils';
 
 export function PaymentMadeFormFooterRight() {
   const { formattedSubtotal, formattedTotal } = usePaymentMadeTotals();
-  const excessAmount = usePaymentMadeExcessAmount();
-  const {
-    values: { currency_code: currencyCode },
-  } = useFormikContext();
 
   return (
     <PaymentMadeTotalLines labelColWidth={'180px'} amountColWidth={'180px'}>
@@ -31,11 +25,6 @@ export function PaymentMadeFormFooterRight() {
         value={formattedTotal}
         textStyle={TotalLineTextStyle.Bold}
       />
-      <TotalLine
-        title={'Excess Amount'}
-        value={<FormatNumber value={excessAmount} currency={currencyCode} />}
-        textStyle={TotalLineTextStyle.Regular}
-      />
     </PaymentMadeTotalLines>
   );
 }

packages/webapp/src/containers/Purchases/PaymentMades/PaymentForm/PaymentMadeFormHeader.tsx

@@ -1,12 +1,12 @@
 // @ts-nocheck
-import React from 'react';
+import React, { useMemo } from 'react';
 import classNames from 'classnames';
 import { useFormikContext } from 'formik';
+import { sumBy } from 'lodash';
 import { CLASSES } from '@/constants/classes';
 import { Money, FormattedMessage as T } from '@/components';
 
 import PaymentMadeFormHeaderFields from './PaymentMadeFormHeaderFields';
-import { usePaymentmadeTotalAmount } from './utils';
 
 /**
  * Payment made header form.
@@ -14,10 +14,11 @@ import { usePaymentmadeTotalAmount } from './utils';
 function PaymentMadeFormHeader() {
   // Formik form context.
   const {
-    values: { currency_code },
+    values: { entries, currency_code },
   } = useFormikContext();
 
-  const totalAmount = usePaymentmadeTotalAmount();
+  // Calculate the payment amount of the entries.
+  const amountPaid = useMemo(() => sumBy(entries, 'payment_amount'), [entries]);
 
   return (
     <div className={classNames(CLASSES.PAGE_FORM_HEADER)}>
@@ -29,9 +30,8 @@ function PaymentMadeFormHeader() {
             <span class="big-amount__label">
               <T id={'amount_received'} />
             </span>
-
             <h1 class="big-amount__number">
-              <Money amount={totalAmount} currency={currency_code} />
+              <Money amount={amountPaid} currency={currency_code} />
             </h1>
           </div>
         </div>

packages/webapp/src/containers/Purchases/PaymentMades/PaymentForm/PaymentMadeFormHeaderFields.tsx

@@ -2,7 +2,6 @@
 import React, { useMemo } from 'react';
 import styled from 'styled-components';
 import classNames from 'classnames';
-import { isEmpty, toSafeInteger } from 'lodash';
 import {
   FormGroup,
   InputGroup,
@@ -14,6 +13,7 @@ import {
 import { DateInput } from '@blueprintjs/datetime';
 import { FastField, Field, useFormikContext, ErrorMessage } from 'formik';
 import { FormattedMessage as T, VendorsSelect } from '@/components';
+import { toSafeInteger } from 'lodash';
 import { CLASSES } from '@/constants/classes';
 
 import {
@@ -68,7 +68,7 @@ function PaymentMadeFormHeaderFields({ organization: { base_currency } }) {
     const fullAmount = safeSumBy(newEntries, 'payment_amount');
 
     setFieldValue('entries', newEntries);
-    setFieldValue('amount', fullAmount);
+    setFieldValue('full_amount', fullAmount);
   };
 
   // Handles the full-amount field blur.
@@ -115,10 +115,10 @@ function PaymentMadeFormHeaderFields({ organization: { base_currency } }) {
       </FastField>
 
       {/* ------------ Full amount ------------ */}
-      <Field name={'amount'}>
+      <Field name={'full_amount'}>
         {({
           form: {
-            values: { currency_code, entries },
+            values: { currency_code },
           },
           field: { value },
           meta: { error, touched },
@@ -129,30 +129,28 @@ function PaymentMadeFormHeaderFields({ organization: { base_currency } }) {
             className={('form-group--full-amount', Classes.FILL)}
             intent={inputIntent({ error, touched })}
             labelInfo={<Hint />}
-            helperText={<ErrorMessage name="amount" />}
+            helperText={<ErrorMessage name="full_amount" />}
           >
             <ControlGroup>
               <InputPrependText text={currency_code} />
               <MoneyInputGroup
                 value={value}
                 onChange={(value) => {
-                  setFieldValue('amount', value);
+                  setFieldValue('full_amount', value);
                 }}
                 onBlurValue={onFullAmountBlur}
               />
             </ControlGroup>
 
-            {!isEmpty(entries) && (
-              <Button
-                onClick={handleReceiveFullAmountClick}
-                className={'receive-full-amount'}
-                small={true}
-                minimal={true}
-              >
-                <T id={'receive_full_amount'} /> (
-                <Money amount={payableFullAmount} currency={currency_code} />)
-              </Button>
-            )}
+            <Button
+              onClick={handleReceiveFullAmountClick}
+              className={'receive-full-amount'}
+              small={true}
+              minimal={true}
+            >
+              <T id={'receive_full_amount'} /> (
+              <Money amount={payableFullAmount} currency={currency_code} />)
+            </Button>
           </FormGroup>
         )}
       </Field>

packages/webapp/src/containers/Purchases/PaymentMades/PaymentForm/PaymentMadeFormProvider.tsx

@@ -1,5 +1,5 @@
 // @ts-nocheck
-import React, { createContext, useContext, useState } from 'react';
+import React, { createContext, useContext } from 'react';
 import { Features } from '@/constants';
 import { useFeatureCan } from '@/hooks/state';
 import {
@@ -71,8 +71,6 @@ function PaymentMadeFormProvider({ query, paymentMadeId, ...props }) {
 
   const isFeatureLoading = isBranchesLoading;
 
-  const [isExcessConfirmed, setIsExcessConfirmed] = useState<boolean>(false);
-
   // Provider payload.
   const provider = {
     paymentMadeId,
@@ -100,9 +98,6 @@ function PaymentMadeFormProvider({ query, paymentMadeId, ...props }) {
 
     setSubmitPayload,
     setPaymentVendorId,
-
-    isExcessConfirmed,
-    setIsExcessConfirmed,
   };
 
   return (

packages/webapp/src/containers/Purchases/PaymentMades/PaymentForm/dialogs/PaymentMadeExcessDialog/PaymentMadeExcessDialog.tsx

@@ -1,37 +0,0 @@
-// @ts-nocheck
-import React from 'react';
-import { Dialog, DialogSuspense } from '@/components';
-import withDialogRedux from '@/components/DialogReduxConnect';
-import { compose } from '@/utils';
-
-const ExcessPaymentDialogContent = React.lazy(() =>
-  import('./PaymentMadeExcessDialogContent').then((module) => ({
-    default: module.ExcessPaymentDialogContent,
-  })),
-);
-
-/**
- * Exess payment dialog of the payment made form.
- */
-function ExcessPaymentDialogRoot({ dialogName, isOpen }) {
-  return (
-    <Dialog
-      name={dialogName}
-      title={'Excess Payment'}
-      isOpen={isOpen}
-      canEscapeJeyClose={true}
-      autoFocus={true}
-      style={{ width: 500 }}
-    >
-      <DialogSuspense>
-        <ExcessPaymentDialogContent dialogName={dialogName} />
-      </DialogSuspense>
-    </Dialog>
-  );
-}
-
-export const ExcessPaymentDialog = compose(withDialogRedux())(
-  ExcessPaymentDialogRoot,
-);
-
-ExcessPaymentDialog.displayName = 'ExcessPaymentDialog';

packages/webapp/src/containers/Purchases/PaymentMades/PaymentForm/dialogs/PaymentMadeExcessDialog/PaymentMadeExcessDialogContent.tsx

@@ -1,147 +0,0 @@
-// @ts-nocheck
-import * as R from 'ramda';
-import * as Yup from 'yup';
-import React, { useMemo } from 'react';
-import { Button, Classes, Intent } from '@blueprintjs/core';
-import { Form, Formik, FormikHelpers, useFormikContext } from 'formik';
-import { AccountsSelect, FFormGroup, FormatNumber } from '@/components';
-import { usePaymentMadeFormContext } from '../../PaymentMadeFormProvider';
-import withDialogActions from '@/containers/Dialog/withDialogActions';
-import { ACCOUNT_TYPE } from '@/constants';
-import { usePaymentMadeExcessAmount } from '../../utils';
-
-interface ExcessPaymentValues {
-  accountId: string;
-}
-
-const initialValues = {
-  accountId: '',
-} as ExcessPaymentValues;
-
-const Schema = Yup.object().shape({
-  accountId: Yup.number().required(),
-});
-
-const DEFAULT_ACCOUNT_SLUG = 'prepaid-expenses';
-
-function ExcessPaymentDialogContentRoot({ dialogName, closeDialog }) {
-  const {
-    setFieldValue,
-    submitForm,
-    values: { currency_code: currencyCode },
-  } = useFormikContext();
-  const { setIsExcessConfirmed } = usePaymentMadeFormContext();
-
-  // Handles the form submitting.
-  const handleSubmit = (
-    values: ExcessPaymentValues,
-    { setSubmitting }: FormikHelpers<ExcessPaymentValues>,
-  ) => {
-    setFieldValue(values.accountId);
-    setSubmitting(true);
-    setIsExcessConfirmed(true);
-
-    return submitForm().then(() => {
-      setSubmitting(false);
-      closeDialog(dialogName);
-    });
-  };
-  // Handle close button click.
-  const handleCloseBtn = () => {
-    closeDialog(dialogName);
-  };
-  // Retrieves the default excess account id.
-  const defaultAccountId = useDefaultExcessPaymentDeposit();
-
-  const excessAmount = usePaymentMadeExcessAmount();
-
-  return (
-    <Formik
-      initialValues={{
-        ...initialValues,
-        accountId: defaultAccountId,
-      }}
-      validationSchema={Schema}
-      onSubmit={handleSubmit}
-    >
-      <Form>
-        <ExcessPaymentDialogContentForm
-          excessAmount={
-            <FormatNumber value={excessAmount} currency={currencyCode} />
-          }
-          onClose={handleCloseBtn}
-        />
-      </Form>
-    </Formik>
-  );
-}
-
-export const ExcessPaymentDialogContent = R.compose(withDialogActions)(
-  ExcessPaymentDialogContentRoot,
-);
-
-interface ExcessPaymentDialogContentFormProps {
-  excessAmount: string | number | React.ReactNode;
-  onClose?: () => void;
-}
-
-function ExcessPaymentDialogContentForm({
-  excessAmount,
-  onClose,
-}: ExcessPaymentDialogContentFormProps) {
-  const { submitForm, isSubmitting } = useFormikContext();
-  const { accounts } = usePaymentMadeFormContext();
-
-  const handleCloseBtn = () => {
-    onClose && onClose();
-  };
-  return (
-    <>
-      <div className={Classes.DIALOG_BODY}>
-        <p style={{ marginBottom: 20 }}>
-          Would you like to record the excess amount of{' '}
-          <strong>{excessAmount}</strong> as advanced payment from the customer.
-        </p>
-
-        <FFormGroup
-          name={'accountId'}
-          label={'The excessed amount will be deposited in the'}
-          helperText={
-            'Only other current asset and non current asset accounts will show.'
-          }
-        >
-          <AccountsSelect
-            name={'accountId'}
-            items={accounts}
-            buttonProps={{ small: true }}
-            filterByTypes={[
-              ACCOUNT_TYPE.OTHER_CURRENT_ASSET,
-              ACCOUNT_TYPE.NON_CURRENT_ASSET,
-            ]}
-          />
-        </FFormGroup>
-      </div>
-
-      <div className={Classes.DIALOG_FOOTER}>
-        <div className={Classes.DIALOG_FOOTER_ACTIONS}>
-          <Button
-            intent={Intent.PRIMARY}
-            loading={isSubmitting}
-            onClick={() => submitForm()}
-          >
-            Save Payment
-          </Button>
-          <Button onClick={handleCloseBtn}>Cancel</Button>
-        </div>
-      </div>
-    </>
-  );
-}
-
-const useDefaultExcessPaymentDeposit = () => {
-  const { accounts } = usePaymentMadeFormContext();
-  return useMemo(() => {
-    return accounts?.find((a) => a.slug === DEFAULT_ACCOUNT_SLUG)?.id;
-    // eslint-disable-next-line react-hooks/exhaustive-deps
-  }, []);
-};

packages/webapp/src/containers/Purchases/PaymentMades/PaymentForm/dialogs/PaymentMadeExcessDialog/index.ts

@@ -1 +0,0 @@
-export * from './PaymentMadeExcessDialog';

packages/webapp/src/containers/Purchases/PaymentMades/PaymentForm/utils.tsx

@@ -37,7 +37,7 @@ export const defaultPaymentMadeEntry = {
 
 // Default initial values of payment made.
 export const defaultPaymentMade = {
-  amount: '',
+  full_amount: '',
   vendor_id: '',
   payment_account_id: '',
   payment_date: moment(new Date()).format('YYYY-MM-DD'),
@@ -53,10 +53,10 @@ export const defaultPaymentMade = {
 
 export const transformToEditForm = (paymentMade, paymentMadeEntries) => {
   const attachments = transformAttachmentsToForm(paymentMade);
-  const appliedAmount = safeSumBy(paymentMadeEntries, 'payment_amount');
 
   return {
     ...transformToForm(paymentMade, defaultPaymentMade),
+    full_amount: safeSumBy(paymentMadeEntries, 'payment_amount'),
     entries: [
       ...paymentMadeEntries.map((paymentMadeEntry) => ({
         ...transformToForm(paymentMadeEntry, defaultPaymentMadeEntry),
@@ -177,30 +177,6 @@ export const usePaymentMadeTotals = () => {
   };
 };
 
-export const usePaymentmadeTotalAmount = () => {
-  const {
-    values: { amount },
-  } = useFormikContext();
-
-  return amount;
-};
-
-export const usePaymentMadeAppliedAmount = () => {
-  const {
-    values: { entries },
-  } = useFormikContext();
-
-  // Retrieves the invoice entries total.
-  return React.useMemo(() => sumBy(entries, 'payment_amount'), [entries]);
-};
-
-export const usePaymentMadeExcessAmount = () => {
-  const appliedAmount = usePaymentMadeAppliedAmount();
-  const totalAmount = usePaymentmadeTotalAmount();
-
-  return Math.abs(totalAmount - appliedAmount);
-};
-
 /**
  * Detarmines whether the bill has foreign customer.
  * @returns {boolean}
@@ -215,10 +191,3 @@ export const usePaymentMadeIsForeignCustomer = () => {
   );
   return isForeignCustomer;
 };
-
-export const getPaymentExcessAmountFromValues = (values) => {
-  const appliedAmount = sumBy(values.entries, 'payment_amount');
-  const totalAmount = values.amount;
-
-  return Math.abs(totalAmount - appliedAmount);
-};

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

@@ -1,5 +1,5 @@
 // @ts-nocheck
-import React, { useMemo, useRef } from 'react';
+import React, { useMemo } from 'react';
 import { sumBy, isEmpty, defaultTo } from 'lodash';
 import intl from 'react-intl-universal';
 import classNames from 'classnames';
@@ -21,7 +21,6 @@ import { PaymentReceiveInnerProvider } from './PaymentReceiveInnerProvider';
 
 import withSettings from '@/containers/Settings/withSettings';
 import withCurrentOrganization from '@/containers/Organization/withCurrentOrganization';
-import withDialogActions from '@/containers/Dialog/withDialogActions';
 
 import {
   EditPaymentReceiveFormSchema,
@@ -37,7 +36,6 @@ import {
   transformFormToRequest,
   transformErrors,
   resetFormState,
-  getExceededAmountFromValues,
 } from './utils';
 import { PaymentReceiveSyncIncrementSettingsToForm } from './components';
 
@@ -53,9 +51,6 @@ function PaymentReceiveForm({
 
   // #withCurrentOrganization
   organization: { base_currency },
-
-  // #withDialogActions
-  openDialog,
 }) {
   const history = useHistory();
 
@@ -68,7 +63,6 @@ function PaymentReceiveForm({
     submitPayload,
     editPaymentReceiveMutate,
     createPaymentReceiveMutate,
-    isExcessConfirmed,
   } = usePaymentReceiveFormContext();
 
   // Payment receive number.
@@ -100,16 +94,18 @@ function PaymentReceiveForm({
       preferredDepositAccount,
     ],
   );
+
   // Handle form submit.
   const handleSubmitForm = (
     values,
     { setSubmitting, resetForm, setFieldError },
   ) => {
     setSubmitting(true);
-    const exceededAmount = getExceededAmountFromValues(values);
 
-    // Validates the amount should be bigger than zero.
-    if (values.amount <= 0) {
+    // Calculates the total payment amount of entries.
+    const totalPaymentAmount = sumBy(values.entries, 'payment_amount');
+
+    if (totalPaymentAmount <= 0) {
       AppToaster.show({
         message: intl.get('you_cannot_make_payment_with_zero_total_amount'),
         intent: Intent.DANGER,
@@ -117,13 +113,6 @@ function PaymentReceiveForm({
       setSubmitting(false);
       return;
     }
-    // Show the confirm popup if the excessed amount bigger than zero and
-    // excess confirmation has not been confirmed yet.
-    if (exceededAmount > 0 && !isExcessConfirmed) {
-      setSubmitting(false);
-      openDialog('payment-received-excessed-payment');
-      return;
-    }
     // Transformes the form values to request body.
     const form = transformFormToRequest(values);
 
@@ -159,11 +148,11 @@ function PaymentReceiveForm({
     };
 
     if (paymentReceiveId) {
-      return editPaymentReceiveMutate([paymentReceiveId, form])
+      editPaymentReceiveMutate([paymentReceiveId, form])
         .then(onSaved)
         .catch(onError);
     } else {
-      return createPaymentReceiveMutate(form).then(onSaved).catch(onError);
+      createPaymentReceiveMutate(form).then(onSaved).catch(onError);
     }
   };
   return (
@@ -213,5 +202,4 @@ export default compose(
     preferredDepositAccount: paymentReceiveSettings?.preferredDepositAccount,
   })),
   withCurrentOrganization(),
-  withDialogActions,
 )(PaymentReceiveForm);

packages/webapp/src/containers/Sales/PaymentReceives/PaymentReceiveForm/PaymentReceiveFormDialogs.tsx

@@ -2,7 +2,6 @@
 import React from 'react';
 import { useFormikContext } from 'formik';
 import PaymentReceiveNumberDialog from '@/containers/Dialogs/PaymentReceiveNumberDialog';
-import { ExcessPaymentDialog } from './dialogs/ExcessPaymentDialog';
 
 /**
  * Payment receive form dialogs.
@@ -22,12 +21,9 @@ export default function PaymentReceiveFormDialogs() {
   };
 
   return (
-    <>
-      <PaymentReceiveNumberDialog
-        dialogName={'payment-receive-number-form'}
-        onConfirm={handleUpdatePaymentNumber}
-      />
-      <ExcessPaymentDialog dialogName={'payment-received-excessed-payment'} />
-    </>
+    <PaymentReceiveNumberDialog
+      dialogName={'payment-receive-number-form'}
+      onConfirm={handleUpdatePaymentNumber}
+    />
   );
 }

packages/webapp/src/containers/Sales/PaymentReceives/PaymentReceiveForm/PaymentReceiveFormFootetRight.tsx

@@ -7,16 +7,11 @@ import {
   TotalLine,
   TotalLineBorderStyle,
   TotalLineTextStyle,
-  FormatNumber,
 } from '@/components';
-import {
-  usePaymentReceiveTotals,
-  usePaymentReceivedTotalExceededAmount,
-} from './utils';
+import { usePaymentReceiveTotals } from './utils';
 
 export function PaymentReceiveFormFootetRight() {
   const { formattedSubtotal, formattedTotal } = usePaymentReceiveTotals();
-  const exceededAmount = usePaymentReceivedTotalExceededAmount();
 
   return (
     <PaymentReceiveTotalLines labelColWidth={'180px'} amountColWidth={'180px'}>
@@ -30,11 +25,6 @@ export function PaymentReceiveFormFootetRight() {
         value={formattedTotal}
         textStyle={TotalLineTextStyle.Bold}
       />
-      <TotalLine
-        title={'Exceeded Amount'}
-        value={<FormatNumber value={exceededAmount} />}
-        textStyle={TotalLineTextStyle.Regular}
-      />
     </PaymentReceiveTotalLines>
   );
 }

packages/webapp/src/containers/Sales/PaymentReceives/PaymentReceiveForm/PaymentReceiveFormHeader.tsx

@@ -30,9 +30,15 @@ function PaymentReceiveFormHeader() {
 function PaymentReceiveFormBigTotal() {
   // Formik form context.
   const {
-    values: { currency_code, amount },
+    values: { currency_code, entries },
   } = useFormikContext();
 
+  // Calculates the total payment amount from due amount.
+  const paymentFullAmount = useMemo(
+    () => sumBy(entries, 'payment_amount'),
+    [entries],
+  );
+
   return (
     <div className={classNames(CLASSES.PAGE_FORM_HEADER_BIG_NUMBERS)}>
       <div class="big-amount">
@@ -40,7 +46,7 @@ function PaymentReceiveFormBigTotal() {
           <T id={'amount_received'} />
         </span>
         <h1 class="big-amount__number">
-          <Money amount={amount} currency={currency_code} />
+          <Money amount={paymentFullAmount} currency={currency_code} />
         </h1>
       </div>
     </div>

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

@@ -1,5 +1,5 @@
 // @ts-nocheck
-import React, { createContext, useContext, useState } from 'react';
+import React, { createContext, useContext } from 'react';
 import { Features } from '@/constants';
 import { useFeatureCan } from '@/hooks/state';
 import { DashboardInsider } from '@/components';
@@ -74,8 +74,6 @@ function PaymentReceiveFormProvider({ query, paymentReceiveId, ...props }) {
   const { mutateAsync: editPaymentReceiveMutate } = useEditPaymentReceive();
   const { mutateAsync: createPaymentReceiveMutate } = useCreatePaymentReceive();
 
-  const [isExcessConfirmed, setIsExcessConfirmed] = useState<boolean>(false);
-
   // Provider payload.
   const provider = {
     paymentReceiveId,
@@ -99,9 +97,6 @@ function PaymentReceiveFormProvider({ query, paymentReceiveId, ...props }) {
 
     editPaymentReceiveMutate,
     createPaymentReceiveMutate,
-
-    isExcessConfirmed,
-    setIsExcessConfirmed,
   };
 
   return (

packages/webapp/src/containers/Sales/PaymentReceives/PaymentReceiveForm/PaymentReceiveHeaderFields.tsx

@@ -11,7 +11,7 @@ import {
   Button,
 } from '@blueprintjs/core';
 import { DateInput } from '@blueprintjs/datetime';
-import { isEmpty, toSafeInteger } from 'lodash';
+import { toSafeInteger } from 'lodash';
 import { FastField, Field, useFormikContext, ErrorMessage } from 'formik';
 
 import {
@@ -124,11 +124,11 @@ export default function PaymentReceiveHeaderFields() {
       </FastField>
 
       {/* ------------ Full amount ------------ */}
-      <Field name={'amount'}>
+      <Field name={'full_amount'}>
         {({
           form: {
             setFieldValue,
-            values: { currency_code, entries },
+            values: { currency_code },
           },
           field: { value, onChange },
           meta: { error, touched },
@@ -146,23 +146,21 @@ export default function PaymentReceiveHeaderFields() {
               <MoneyInputGroup
                 value={value}
                 onChange={(value) => {
-                  setFieldValue('amount', value);
+                  setFieldValue('full_amount', value);
                 }}
                 onBlurValue={onFullAmountBlur}
               />
             </ControlGroup>
 
-            {!isEmpty(entries) && (
-              <Button
-                onClick={handleReceiveFullAmountClick}
-                className={'receive-full-amount'}
-                small={true}
-                minimal={true}
-              >
-                <T id={'receive_full_amount'} /> (
-                <Money amount={totalDueAmount} currency={currency_code} />)
-              </Button>
-            )}
+            <Button
+              onClick={handleReceiveFullAmountClick}
+              className={'receive-full-amount'}
+              small={true}
+              minimal={true}
+            >
+              <T id={'receive_full_amount'} /> (
+              <Money amount={totalDueAmount} currency={currency_code} />)
+            </Button>
           </FormGroup>
         )}
       </Field>

packages/webapp/src/containers/Sales/PaymentReceives/PaymentReceiveForm/dialogs/ExcessPaymentDialog/ExcessPaymentDialog.tsx

@@ -1,37 +0,0 @@
-// @ts-nocheck
-import React from 'react';
-import { Dialog, DialogSuspense } from '@/components';
-import withDialogRedux from '@/components/DialogReduxConnect';
-import { compose } from '@/utils';
-
-const ExcessPaymentDialogContent = React.lazy(() =>
-  import('./ExcessPaymentDialogContent').then((module) => ({
-    default: module.ExcessPaymentDialogContent,
-  })),
-);
-
-/**
- * Excess payment dialog of the payment received form.
- */
-function ExcessPaymentDialogRoot({ dialogName, isOpen }) {
-  return (
-    <Dialog
-      name={dialogName}
-      title={'Excess Payment'}
-      isOpen={isOpen}
-      canEscapeJeyClose={true}
-      autoFocus={true}
-      style={{ width: 500 }}
-    >
-      <DialogSuspense>
-        <ExcessPaymentDialogContent dialogName={dialogName} />
-      </DialogSuspense>
-    </Dialog>
-  );
-}
-
-export const ExcessPaymentDialog = compose(withDialogRedux())(
-  ExcessPaymentDialogRoot,
-);
-
-ExcessPaymentDialog.displayName = 'ExcessPaymentDialog';

packages/webapp/src/containers/Sales/PaymentReceives/PaymentReceiveForm/dialogs/ExcessPaymentDialog/ExcessPaymentDialogContent.tsx

@@ -1,138 +0,0 @@
-// @ts-nocheck
-import { useMemo } from 'react';
-import * as Yup from 'yup';
-import * as R from 'ramda';
-import { Button, Classes, Intent } from '@blueprintjs/core';
-import { Form, Formik, FormikHelpers, useFormikContext } from 'formik';
-import { AccountsSelect, FFormGroup, FormatNumber } from '@/components';
-import { usePaymentReceiveFormContext } from '../../PaymentReceiveFormProvider';
-import withDialogActions from '@/containers/Dialog/withDialogActions';
-import { usePaymentReceivedTotalExceededAmount } from '../../utils';
-import { ACCOUNT_TYPE } from '@/constants';
-
-interface ExcessPaymentValues {
-  accountId: string;
-}
-
-const initialValues = {
-  accountId: '',
-} as ExcessPaymentValues;
-
-const Schema = Yup.object().shape({
-  accountId: Yup.number().required(),
-});
-
-const DEFAULT_ACCOUNT_SLUG = 'unearned-revenue';
-
-export function ExcessPaymentDialogContentRoot({ dialogName, closeDialog }) {
-  const {
-    setFieldValue,
-    submitForm,
-    values: { currency_code: currencyCode },
-  } = useFormikContext();
-  const { setIsExcessConfirmed } = usePaymentReceiveFormContext();
-  const initialAccountId = useDefaultExcessPaymentDeposit();
-  const exceededAmount = usePaymentReceivedTotalExceededAmount();
-
-  const handleSubmit = (
-    values: ExcessPaymentValues,
-    { setSubmitting }: FormikHelpers<ExcessPaymentValues>,
-  ) => {
-    setSubmitting(true);
-    setIsExcessConfirmed(true);
-    setFieldValue('unearned_revenue_account_id', values.accountId);
-
-    submitForm().then(() => {
-      closeDialog(dialogName);
-      setSubmitting(false);
-    });
-  };
-  const handleClose = () => {
-    closeDialog(dialogName);
-  };
-
-  return (
-    <Formik
-      initialValues={{
-        ...initialValues,
-        accountId: initialAccountId,
-      }}
-      validationSchema={Schema}
-      onSubmit={handleSubmit}
-    >
-      <Form>
-        <ExcessPaymentDialogContentForm
-          exceededAmount={
-            <FormatNumber value={exceededAmount} currency={currencyCode} />
-          }
-          onClose={handleClose}
-        />
-      </Form>
-    </Formik>
-  );
-}
-
-export const ExcessPaymentDialogContent = R.compose(withDialogActions)(
-  ExcessPaymentDialogContentRoot,
-);
-
-function ExcessPaymentDialogContentForm({ onClose, exceededAmount }) {
-  const { accounts } = usePaymentReceiveFormContext();
-  const { submitForm, isSubmitting } = useFormikContext();
-
-  const handleCloseBtn = () => {
-    onClose && onClose();
-  };
-
-  return (
-    <>
-      <div className={Classes.DIALOG_BODY}>
-        <p style={{ marginBottom: 20 }}>
-          Would you like to record the excess amount of{' '}
-          <strong>{exceededAmount}</strong> as advanced payment from the
-          customer.
-        </p>
-
-        <FFormGroup
-          name={'accountId'}
-          label={'The excessed amount will be deposited in the'}
-          helperText={
-            'Only other other current liability and non current liability accounts will show.'
-          }
-        >
-          <AccountsSelect
-            name={'accountId'}
-            items={accounts}
-            buttonProps={{ small: true }}
-            filterByTypes={[
-              ACCOUNT_TYPE.OTHER_CURRENT_LIABILITY,
-              ACCOUNT_TYPE.NON_CURRENT_LIABILITY,
-            ]}
-          />
-        </FFormGroup>
-      </div>
-
-      <div className={Classes.DIALOG_FOOTER}>
-        <div className={Classes.DIALOG_FOOTER_ACTIONS}>
-          <Button
-            intent={Intent.PRIMARY}
-            loading={isSubmitting}
-            disabled={isSubmitting}
-            onClick={() => submitForm()}
-          >
-            Save Payment
-          </Button>
-          <Button onClick={handleCloseBtn}>Cancel</Button>
-        </div>
-      </div>
-    </>
-  );
-}
-
-const useDefaultExcessPaymentDeposit = () => {
-  const { accounts } = usePaymentReceiveFormContext();
-  return useMemo(() => {
-    return accounts?.find((a) => a.slug === DEFAULT_ACCOUNT_SLUG)?.id;
-    // eslint-disable-next-line react-hooks/exhaustive-deps
-  }, []);
-};

packages/webapp/src/containers/Sales/PaymentReceives/PaymentReceiveForm/dialogs/ExcessPaymentDialog/index.ts

@@ -1 +0,0 @@
-export * from './ExcessPaymentDialog';

packages/webapp/src/containers/Sales/PaymentReceives/PaymentReceiveForm/utils.tsx

@@ -42,13 +42,12 @@ export const defaultPaymentReceive = {
   // Holds the payment number that entered manually only.
   payment_receive_no_manually: '',
   statement: '',
-  amount: '',
+  full_amount: '',
   currency_code: '',
   branch_id: '',
   exchange_rate: 1,
   entries: [],
-  attachments: [],
-  unearned_revenue_account_id: '',
+  attachments: []
 };
 
 export const defaultRequestPaymentEntry = {
@@ -250,30 +249,6 @@ export const usePaymentReceiveTotals = () => {
   };
 };
 
-export const usePaymentReceivedTotalAppliedAmount = () => {
-  const {
-    values: { entries },
-  } = useFormikContext();
-
-  // Retrieves the invoice entries total.
-  return React.useMemo(() => sumBy(entries, 'payment_amount'), [entries]);
-};
-
-export const usePaymentReceivedTotalAmount = () => {
-  const {
-    values: { amount },
-  } = useFormikContext();
-
-  return amount;
-};
-
-export const usePaymentReceivedTotalExceededAmount = () => {
-  const totalAmount = usePaymentReceivedTotalAmount();
-  const totalApplied = usePaymentReceivedTotalAppliedAmount();
-
-  return Math.abs(totalAmount - totalApplied);
-};
-
 /**
  * Detarmines whether the payment has foreign customer.
  * @returns {boolean}
@@ -298,11 +273,3 @@ export const resetFormState = ({ initialValues, values, resetForm }) => {
     },
   });
 };
-
- 
-export const getExceededAmountFromValues = (values) => {
-  const totalApplied = sumBy(values.entries, 'payment_amount');
-  const totalAmount = values.amount;
-
-  return totalAmount - totalApplied;
-}

packages/webapp/src/containers/Vendors/VendorsLanding/components.tsx

@@ -183,13 +183,6 @@ export function useVendorsTableColumns() {
         width: 85,
         clickable: true,
       },
-      {
-        id: 'credit_balance',
-        Header: 'Credit Balance',
-        accessor: 'formatted_unused_credit',
-        width: 100,
-        align: 'right',
-      },
       {
         id: 'balance',
         Header: intl.get('receivable_balance'),