feat: add hints to import fields

feat: clean up the imported temp files

packages/server/src/models/Bill.Settings.ts

@@ -132,6 +132,7 @@ export default {
           relationModel: 'Item',
           relationImportMatch: ['name', 'code'],
           required: true,
+          importHint: "Matches the item name or code."
         },
         rate: {
           name: 'Rate',

packages/server/src/models/BillPayment.Settings.ts

@@ -84,6 +84,7 @@ export default {
       name: 'bill_payment.field.payment_number',
       fieldType: 'text',
       unique: true,
+      importHint: "The payment number should be unique."
     },
     paymentAccountId: {
       name: 'bill_payment.field.payment_account',
@@ -91,6 +92,7 @@ export default {
       relationModel: 'Account',
       relationImportMatch: ['name', 'code'],
       required: true,
+      importHint: "Matches the account name or code."
     },
     exchangeRate: {
       name: 'bill_payment.field.exchange_rate',
@@ -118,6 +120,7 @@ export default {
           relationModel: 'Bill',
           relationImportMatch: 'billNumber',
           required: true,
+          importHint: "Matches the bill number."
         },
         paymentAmount: {
           name: 'bill_payment.field.entries.payment_amount',

packages/server/src/models/CreditNote.Meta.ts

@@ -130,6 +130,7 @@ export default {
           relationModel: 'Item',
           relationImportMatch: ['name', 'code'],
           required: true,
+          importHint: 'Matches the item name or code.',
         },
         rate: {
           name: 'Rate',

packages/server/src/models/Expense.Settings.ts

@@ -68,6 +68,7 @@ export default {
       relationModel: 'Account',
       relationImportMatch: ['name', 'code'],
       required: true,
+      importHint: "Matches the account name or code."
     },
     referenceNo: {
       name: 'expense.field.reference_no',
@@ -101,6 +102,7 @@ export default {
           relationModel: 'Account',
           relationImportMatch: ['name', 'code'],
           required: true,
+          importHint: "Matches the account name or code."
         },
         amount: {
           name: 'expense.field.amount',

packages/server/src/models/Item.Settings.ts

@@ -124,117 +124,82 @@ export default {
   fields2: {
     type: {
       name: 'item.field.type',
-      column: 'type',
       fieldType: 'enumeration',
       options: [
         { key: 'inventory', label: 'item.field.type.inventory' },
         { key: 'service', label: 'item.field.type.service' },
         { key: 'non-inventory', label: 'item.field.type.non-inventory' },
       ],
+      required: true,
     },
     name: {
       name: 'item.field.name',
-      column: 'name',
       fieldType: 'text',
+      required: true,
     },
     code: {
       name: 'item.field.code',
-      column: 'code',
       fieldType: 'text',
     },
     sellable: {
       name: 'item.field.sellable',
-      column: 'sellable',
       fieldType: 'boolean',
     },
     purchasable: {
       name: 'item.field.purchasable',
-      column: 'purchasable',
       fieldType: 'boolean',
     },
-    sell_price: {
-      name: 'item.field.cost_price',
-      column: 'sell_price',
+    sellPrice: {
+      name: 'item.field.sell_price',
       fieldType: 'number',
     },
     cost_price: {
+      name: 'item.field.cost_price',
+      fieldType: 'number',
+    },
+    costAccount: {
       name: 'item.field.cost_account',
-      column: 'cost_price',
-      fieldType: 'number',
+      fieldType: 'relation',
+      relationModel: 'Account',
+      relationImportMatch: ['name', 'code'],
+      importHint: 'Matches the account name or code.',
     },
-    cost_account: {
+    sellAccount: {
       name: 'item.field.sell_account',
-      column: 'cost_account_id',
       fieldType: 'relation',
-
-      relationType: 'enumeration',
-      relationKey: 'costAccount',
-
-      relationEntityLabel: 'name',
-      relationEntityKey: 'slug',
+      relationModel: 'Account',
+      relationImportMatch: ['name', 'code'],
+      importHint: 'Matches the account name or code.',
     },
-    sell_account: {
-      name: 'item.field.sell_description',
-      column: 'sell_account_id',
-      fieldType: 'relation',
-
-      relationType: 'enumeration',
-      relationKey: 'sellAccount',
-
-      relationEntityLabel: 'name',
-      relationEntityKey: 'slug',
-    },
-    inventory_account: {
+    inventoryAccount: {
       name: 'item.field.inventory_account',
-      column: 'inventory_account_id',
-
-      relationType: 'enumeration',
-      relationKey: 'inventoryAccount',
-
-      relationEntityLabel: 'name',
-      relationEntityKey: 'slug',
+      fieldType: 'relation',
+      relationModel: 'Account',
+      relationImportMatch: ['name', 'code'],
+      importHint: 'Matches the account name or code.',
     },
-    sell_description: {
-      name: 'Sell description',
-      column: 'sell_description',
+    sellDescription: {
+      name: 'Sell Description',
       fieldType: 'text',
     },
-    purchase_description: {
-      name: 'Purchase description',
-      column: 'purchase_description',
+    purchaseDescription: {
+      name: 'Purchase Description',
       fieldType: 'text',
     },
-    quantity_on_hand: {
-      name: 'item.field.quantity_on_hand',
-      column: 'quantity_on_hand',
-      fieldType: 'number',
-    },
     note: {
       name: 'item.field.note',
-      column: 'note',
       fieldType: 'text',
     },
     category: {
       name: 'item.field.category',
-      column: 'category_id',
-
-      relationType: 'enumeration',
-      relationKey: 'category',
-
-      relationEntityLabel: 'name',
-      relationEntityKey: 'id',
+      fieldType: 'relation',
+      relationModel: 'ItemCategory',
+      relationImportMatch: ['name'],
+      importHint: "Matches the category name."
     },
     active: {
       name: 'item.field.active',
-      column: 'active',
       fieldType: 'boolean',
-      filterable: false,
-    },
-    created_at: {
-      name: 'item.field.created_at',
-      column: 'created_at',
-      columnType: 'date',
-      fieldType: 'date',
     },
   },
 };

packages/server/src/models/PaymentReceive.Settings.ts

@@ -84,10 +84,12 @@ export default {
       relationModel: 'Account',
       relationImportMatch: ['name', 'code'],
       required: true,
+      importHint: "Matches the account name or code."
     },
     paymentReceiveNo: {
       name: 'payment_receive.field.payment_receive_no',
       fieldType: 'text',
+      importHint: "The payment number should be unique."
     },
     statement: {
       name: 'payment_receive.field.statement',
@@ -106,6 +108,7 @@ export default {
           relationModel: 'SaleInvoice',
           relationImportMatch: 'invoiceNo',
           required: true,
+          importHint: "Matches the invoice number."
         },
         paymentAmount: {
           name: 'payment_receive.field.entries.payment_amount',

packages/server/src/models/SaleEstimate.Settings.ts

@@ -132,6 +132,7 @@ export default {
           relationModel: 'Item',
           relationImportMatch: ['name', 'code'],
           required: true,
+          importHint: "Matches the item name or code."
         },
         rate: {
           name: 'invoice.field.rate',

packages/server/src/models/SaleInvoice.Settings.ts

@@ -142,6 +142,7 @@ export default {
           relationModel: 'Item',
           relationImportMatch: ['name', 'code'],
           required: true,
+          importHint: "Matches the item name or code."
         },
         rate: {
           name: 'invoice.field.rate',

packages/server/src/models/SaleReceipt.Settings.ts

@@ -126,6 +126,7 @@ export default {
           relationModel: 'Item',
           relationImportMatch: ['name', 'code'],
           required: true,
+          importHint: "Matches the item name or code."
         },
         rate: {
           name: 'invoice.field.rate',

packages/server/src/models/UncategorizedCashflowTransaction.meta.ts

@@ -53,23 +53,19 @@ export default {
     },
     payee: {
       name: 'Payee',
-      column: 'payee',
       fieldType: 'text',
     },
     description: {
       name: 'Description',
-      column: 'description',
       fieldType: 'text',
     },
     referenceNo: {
       name: 'Reference No.',
-      column: 'reference_no',
       fieldType: 'text',
     },
     amount: {
       name: 'Amount',
-      column: 'Amount',
-      fieldType: 'numeric',
+      fieldType: 'number',
       required: true,
     },
   },

packages/server/src/models/VendorCredit.Meta.ts

@@ -122,6 +122,7 @@ export default {
           relationModel: 'Item',
           relationImportMatch: ['name', 'code'],
           required: true,
+          importHint: "Matches the item name or code."
         },
         rate: {
           name: 'Rate',

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

@@ -79,27 +79,25 @@ export interface ICashflowTransactionTypeMeta {
 }
 
 export const BankTransactionsSampleData = [
-  [
-    {
-      Amount: '6,410.19',
-      Date: '2024-03-26',
-      Payee: 'MacGyver and Sons',
-      'Reference No.': 'REF-1',
-      Description: 'Commodi quo labore.',
-    },
-    {
-      Amount: '8,914.17',
-      Date: '2024-01-05',
-      Payee: 'Eichmann - Bergnaum',
-      'Reference No.': 'REF-1',
-      Description: 'Quia enim et.',
-    },
-    {
-      Amount: '6,200.88',
-      Date: '2024-02-17',
-      Payee: 'Luettgen, Mraz and Legros',
-      'Reference No.': 'REF-1',
-      Description: 'Occaecati consequuntur cum impedit illo.',
-    },
-  ],
+  {
+    Amount: '6,410.19',
+    Date: '2024-03-26',
+    Payee: 'MacGyver and Sons',
+    'Reference No.': 'REF-1',
+    Description: 'Commodi quo labore.',
+  },
+  {
+    Amount: '8,914.17',
+    Date: '2024-01-05',
+    Payee: 'Eichmann - Bergnaum',
+    'Reference No.': 'REF-1',
+    Description: 'Quia enim et.',
+  },
+  {
+    Amount: '6,200.88',
+    Date: '2024-02-17',
+    Payee: 'Luettgen, Mraz and Legros',
+    'Reference No.': 'REF-1',
+    Description: 'Occaecati consequuntur cum impedit illo.',
+  },
 ];

packages/server/src/services/Import/ImportFileProcess.ts

@@ -2,7 +2,12 @@ import { Inject, Service } from 'typedi';
 import { chain } from 'lodash';
 import { Knex } from 'knex';
 import { ServiceError } from '@/exceptions';
-import { ERRORS, getSheetColumns, getUnmappedSheetColumns, readImportFile } from './_utils';
+import {
+  ERRORS,
+  getSheetColumns,
+  getUnmappedSheetColumns,
+  readImportFile,
+} from './_utils';
 import { ImportFileCommon } from './ImportFileCommon';
 import { ImportFileDataTransformer } from './ImportFileDataTransformer';
 import ResourceService from '../Resource/ResourceService';
@@ -49,10 +54,9 @@ export class ImportFileProcess {
     const sheetData = this.importCommon.parseXlsxSheet(buffer);
     const header = getSheetColumns(sheetData);
 
-    const resourceFields = this.resource.getResourceFields2(
-      tenantId,
-      importFile.resource
-    );
+    const resource = importFile.resource;
+    const resourceFields = this.resource.getResourceFields2(tenantId, resource);
+
     // Runs the importing operation with ability to return errors that will happen.
     const [successedImport, failedImport, allData] =
       await this.uow.withTransaction(
@@ -91,6 +95,7 @@ export class ImportFileProcess {
     const skippedCount = errorsCount;
 
     return {
+      resource,
       createdCount,
       skippedCount,
       totalCount,

packages/server/src/services/Import/interfaces.ts

@@ -44,6 +44,7 @@ export interface ImportFileMapPOJO {
 }
 
 export interface ImportFilePreviewPOJO {
+  resource: string;
   createdCount: number;
   skippedCount: number;
   totalCount: number;

packages/server/src/services/Items/ItemsImportable.ts

@@ -3,6 +3,7 @@ import { Knex } from 'knex';
 import { Importable } from '@/services/Import/Importable';
 import { IItemCreateDTO } from '@/interfaces';
 import { CreateItem } from './CreateItem';
+import { ItemsSampleData } from './constants';
 
 @Service()
 export class ItemsImportable extends Importable {
@@ -28,6 +29,6 @@ export class ItemsImportable extends Importable {
    * Retrieves the sample data of customers used to download sample sheet.
    */
   public sampleData(): any[] {
-    return [];
+    return ItemsSampleData;
   }
 }

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

@@ -1,4 +1,3 @@
-
 export const ERRORS = {
   NOT_FOUND: 'NOT_FOUND',
   ITEMS_NOT_FOUND: 'ITEMS_NOT_FOUND',
@@ -19,7 +18,8 @@ export const ERRORS = {
   ITEM_HAS_ASSOCIATED_INVENTORY_ADJUSTMENT:
     'ITEM_HAS_ASSOCIATED_INVENTORY_ADJUSTMENT',
   ITEM_CANNOT_CHANGE_INVENTORY_TYPE: 'ITEM_CANNOT_CHANGE_INVENTORY_TYPE',
-  TYPE_CANNOT_CHANGE_WITH_ITEM_HAS_TRANSACTIONS: 'TYPE_CANNOT_CHANGE_WITH_ITEM_HAS_TRANSACTIONS',
+  TYPE_CANNOT_CHANGE_WITH_ITEM_HAS_TRANSACTIONS:
+    'TYPE_CANNOT_CHANGE_WITH_ITEM_HAS_TRANSACTIONS',
   INVENTORY_ACCOUNT_CANNOT_MODIFIED: 'INVENTORY_ACCOUNT_CANNOT_MODIFIED',
 
   ITEM_HAS_ASSOCIATED_TRANSACTIONS: 'ITEM_HAS_ASSOCIATED_TRANSACTIONS',
@@ -53,8 +53,84 @@ export const DEFAULT_VIEWS = [
     slug: 'non-inventory',
     rolesLogicExpression: '1',
     roles: [
-      { index: 1, fieldKey: 'type', comparator: 'equals', value: 'non-inventory' },
+      {
+        index: 1,
+        fieldKey: 'type',
+        comparator: 'equals',
+        value: 'non-inventory',
+      },
     ],
     columns: DEFAULT_VIEW_COLUMNS,
   },
-]
+];
+
+export const ItemsSampleData = [
+  {
+    'Item Type': 'Inventory',
+    'Item Name': 'Hettinger, Schumm and Bartoletti',
+    'Item Code': '1000',
+    Sellable: 'T',
+    Purchasable: 'T',
+    'Cost Price': '10000',
+    'Sell Price': '1000',
+    'Cost Account': 'Cost of Goods Sold',
+    'Sell Account': 'Other Income',
+    'Inventory Account': 'Inventory Asset',
+    'Sell Description': 'Description ....',
+    'Purchase Description': 'Description ....',
+    Category: 'sdafasdfsadf',
+    Note: 'At dolor est non tempore et quisquam.',
+    Active: 'TRUE',
+  },
+  {
+    'Item Type': 'Inventory',
+    'Item Name': 'Schmitt Group',
+    'Item Code': '1001',
+    Sellable: 'T',
+    Purchasable: 'T',
+    'Cost Price': '10000',
+    'Sell Price': '1000',
+    'Cost Account': 'Cost of Goods Sold',
+    'Sell Account': 'Other Income',
+    'Inventory Account': 'Inventory Asset',
+    'Sell Description': 'Description ....',
+    'Purchase Description': 'Description ....',
+    Category: 'sdafasdfsadf',
+    Note: 'Id perspiciatis at adipisci minus accusamus dolor iure dolore.',
+    Active: 'TRUE',
+  },
+  {
+    'Item Type': 'Inventory',
+    'Item Name': 'Marks - Carroll',
+    'Item Code': '1002',
+    Sellable: 'T',
+    Purchasable: 'T',
+    'Cost Price': '10000',
+    'Sell Price': '1000',
+    'Cost Account': 'Cost of Goods Sold',
+    'Sell Account': 'Other Income',
+    'Inventory Account': 'Inventory Asset',
+    'Sell Description': 'Description ....',
+    'Purchase Description': 'Description ....',
+    Category: 'sdafasdfsadf',
+    Note: 'Odio odio minus similique.',
+    Active: 'TRUE',
+  },
+  {
+    'Item Type': 'Inventory',
+    'Item Name': 'VonRueden, Ruecker and Hettinger',
+    'Item Code': '1003',
+    Sellable: 'T',
+    Purchasable: 'T',
+    'Cost Price': '10000',
+    'Sell Price': '1000',
+    'Cost Account': 'Cost of Goods Sold',
+    'Sell Account': 'Other Income',
+    'Inventory Account': 'Inventory Asset',
+    'Sell Description': 'Description ....',
+    'Purchase Description': 'Description ....',
+    Category: 'sdafasdfsadf',
+    Note: 'Quibusdam dolores illo.',
+    Active: 'TRUE',
+  },
+];

packages/webapp/src/hooks/query/import.ts

@@ -1,8 +1,14 @@
 // @ts-nocheck
-import { useMutation, useQuery, useQueryClient } from 'react-query';
+import {
+  QueryClient,
+  useMutation,
+  useQuery,
+  useQueryClient,
+} from 'react-query';
 import useApiRequest from '../useRequest';
 import { transformToCamelCase } from '@/utils';
 import { downloadFile, useDownloadFile } from '../useDownloadFile';
+import T from './types';
 
 const QueryKeys = {
   ImportPreview: 'ImportPreview',
@@ -75,6 +81,7 @@ export function useImportFileProcess(props = {}) {
     {
       onSuccess: (res, id) => {
         // Invalidate queries.
+        invalidateResourcesOnImport(queryClient, res.data.resource);
       },
       ...props,
     },
@@ -117,3 +124,98 @@ export const useSampleSheetImport = () => {
     },
   );
 };
+
+/**
+ * Invalidates resources cached queries based on the given resource name,
+ * @param queryClient 
+ * @param resource 
+ */
+const invalidateResourcesOnImport = (
+  queryClient: QueryClient,
+  resource: string,
+) => {
+  debugger;
+  switch (resource) {
+    case 'Item':
+      queryClient.invalidateQueries(T.ITEMS);
+      queryClient.invalidateQueries(T.ITEM);
+      break;
+
+    case 'ItemCategory':
+      queryClient.invalidateQueries(T.ITEMS_CATEGORIES);
+      break;
+
+    case 'Bill':
+      queryClient.invalidateQueries(T.BILLS);
+      queryClient.invalidateQueries(T.BILL);
+      queryClient.invalidateQueries(T.ITEMS_ASSOCIATED_WITH_BILLS);
+      break;
+
+    case 'SaleInvoice':
+      queryClient.invalidateQueries(T.SALE_INVOICE);
+      queryClient.invalidateQueries(T.SALE_INVOICES);
+      queryClient.invalidateQueries(T.ITEM_ASSOCIATED_WITH_INVOICES);
+      break;
+
+    case 'SaleEstimate':
+      queryClient.invalidateQueries(T.SALE_ESTIMATE);
+      queryClient.invalidateQueries(T.SALE_ESTIMATES);
+      queryClient.invalidateQueries(T.ITEM_ASSOCIATED_WITH_ESTIMATES);
+      break;
+
+    case 'SaleReceipt':
+      queryClient.invalidateQueries(T.SALE_RECEIPT);
+      queryClient.invalidateQueries(T.SALE_RECEIPTS);
+      queryClient.invalidateQueries(T.ITEM_ASSOCIATED_WITH_RECEIPTS);
+      break;
+
+    case 'CreditNote':
+      queryClient.invalidateQueries(T.CREDIT_NOTE);
+      queryClient.invalidateQueries(T.CREDIT_NOTES);
+      break;
+
+    case 'VendorCredit':
+      queryClient.invalidateQueries(T.VENDOR_CREDIT);
+      queryClient.invalidateQueries(T.VENDOR_CREDITS);
+      break;
+
+    case 'PaymentReceive':
+      queryClient.invalidateQueries(T.PAYMENT_RECEIVE);
+      queryClient.invalidateQueries(T.PAYMENT_RECEIVES);
+      break;
+
+    case 'BillPayment':
+      queryClient.invalidateQueries(T.BILLS_PAYMENT_TRANSACTIONS);
+      break;
+
+    case 'Customer':
+      queryClient.invalidateQueries(T.CUSTOMERS);
+      queryClient.invalidateQueries(T.CUSTOMER);
+      break;
+
+    case 'Vendor':
+      queryClient.invalidateQueries(T.VENDOR);
+      queryClient.invalidateQueries(T.VENDORS);
+      break;
+
+    case 'Expense':
+      queryClient.invalidateQueries(T.EXPENSE);
+      queryClient.invalidateQueries(T.EXPENSES);
+      break;
+
+    case 'ManualJournal':
+      queryClient.invalidateQueries(T.MANUAL_JOURNAL);
+      queryClient.invalidateQueries(T.MANUAL_JOURNALS);
+      break;
+
+    case 'UncategorizedCashflowTransaction':
+      queryClient.invalidateQueries(T.CASH_FLOW_TRANSACTIONS);
+      queryClient.invalidateQueries(T.CASH_FLOW_TRANSACTIONS);
+      queryClient.invalidateQueries(T.CASHFLOW_ACCOUNT_TRANSACTIONS_INFINITY);
+      queryClient.invalidateQueries(
+        T.CASHFLOW_ACCOUNT_UNCATEGORIZED_TRANSACTIONS_INFINITY,
+      );
+      queryClient.invalidateQueries(T.CASHFLOW_UNCAATEGORIZED_TRANSACTION);
+      break;
+  }
+};