Merge pull request #949 from bigcapitalhq/fix-tax-rates

fix: tax rates API and UI improvements

packages/server/src/common/config/s3.ts

@@ -6,4 +6,5 @@ export default registerAs('s3', () => ({
   secretAccessKey: process.env.S3_SECRET_ACCESS_KEY,
   endpoint: process.env.S3_ENDPOINT,
   bucket: process.env.S3_BUCKET,
+  forcePathStyle: process.env.S3_FORCE_PATH_STYLE === 'true',
 }));

packages/server/src/modules/BankRules/dtos/BankRule.dto.ts

@@ -16,7 +16,7 @@ import { ToNumber } from '@/common/decorators/Validators';
 
 class BankRuleConditionDto {
   @IsNotEmpty()
-  @IsIn(['description', 'amount'])
+  @IsIn(['description', 'amount', 'payee'])
   field: string;
 
   @IsNotEmpty()

packages/server/src/modules/BankingTranasctionsRegonize/_types.ts

@@ -15,8 +15,13 @@ export const RecognizeUncategorizedTransactionsJob =
 export const RecognizeUncategorizedTransactionsQueue =
   'recognize-uncategorized-transactions-queue';
 
-
 export interface RecognizeUncategorizedTransactionsJobPayload extends TenantJobPayload {
   ruleId: number,
-  transactionsCriteria: any;
+  transactionsCriteria?: RecognizeTransactionsCriteria;
+  /**
+   * When true, first reverts recognized transactions before recognizing again.
+   * Used when a bank rule is edited to ensure transactions previously recognized
+   * by lower-priority rules are re-evaluated against the updated rule.
+   */
+  shouldRevert?: boolean;
 }

packages/server/src/modules/BankingTranasctionsRegonize/commands/RecognizeTranasctions.service.ts

@@ -93,6 +93,10 @@ export class RecognizeTranasctionsService {
           q.whereIn('id', rulesIds);
         }
         q.withGraphFetched('conditions');
+
+        // Order by the 'order' field to ensure higher priority rules (lower order values)
+        // are matched first.
+        q.orderBy('order', 'asc');
       });
 
     const bankRulesByAccountId = transformToMapBy(

packages/server/src/modules/BankingTranasctionsRegonize/events/TriggerRecognizedTransactions.ts

@@ -69,10 +69,13 @@ export class TriggerRecognizedTransactionsSubscriber {
     const tenantPayload = await this.tenancyContect.getTenantJobPayload();
     const payload = {
       ruleId: bankRule.id,
+      shouldRevert: true,
       ...tenantPayload,
     } as RecognizeUncategorizedTransactionsJobPayload;
 
     // Re-recognize the transactions based on the new rules.
+    // Setting shouldRevert to true ensures that transactions previously recognized
+    // by this or lower-priority rules are re-evaluated against the updated rule.
     await this.recognizeTransactionsQueue.add(
       RecognizeUncategorizedTransactionsJob,
       payload,

packages/server/src/modules/BankingTranasctionsRegonize/jobs/RecognizeTransactionsJob.ts

@@ -3,6 +3,7 @@ import { Processor, WorkerHost } from '@nestjs/bullmq';
 import { Scope } from '@nestjs/common';
 import { ClsService, UseCls } from 'nestjs-cls';
 import { RecognizeTranasctionsService } from '../commands/RecognizeTranasctions.service';
+import { RevertRecognizedTransactionsService } from '../commands/RevertRecognizedTransactions.service';
 import {
   RecognizeUncategorizedTransactionsJobPayload,
   RecognizeUncategorizedTransactionsQueue,
@@ -15,10 +16,12 @@ import {
 export class RegonizeTransactionsPrcessor extends WorkerHost {
   /**
    * @param {RecognizeTranasctionsService} recognizeTranasctionsService -
+   * @param {RevertRecognizedTransactionsService} revertRecognizedTransactionsService -
    * @param {ClsService} clsService -
    */
   constructor(
     private readonly recognizeTranasctionsService: RecognizeTranasctionsService,
+    private readonly revertRecognizedTransactionsService: RevertRecognizedTransactionsService,
     private readonly clsService: ClsService,
   ) {
     super();
@@ -29,12 +32,21 @@ export class RegonizeTransactionsPrcessor extends WorkerHost {
    */
   @UseCls()
   async process(job: Job<RecognizeUncategorizedTransactionsJobPayload>) {
-    const { ruleId, transactionsCriteria } = job.data;
+    const { ruleId, transactionsCriteria, shouldRevert } = job.data;
 
     this.clsService.set('organizationId', job.data.organizationId);
     this.clsService.set('userId', job.data.userId);
 
     try {
+      // If shouldRevert is true, first revert recognized transactions before re-recognizing.
+      // This is used when a bank rule is edited to ensure transactions previously recognized
+      // by lower-priority rules are re-evaluated against the updated rule.
+      if (shouldRevert) {
+        await this.revertRecognizedTransactionsService.revertRecognizedTransactions(
+          ruleId,
+          transactionsCriteria,
+        );
+      }
       await this.recognizeTranasctionsService.recognizeTransactions(
         ruleId,
         transactionsCriteria,

packages/server/src/modules/TaxRates/TaxRate.application.ts

@@ -62,10 +62,11 @@ export class TaxRatesApplication {
 
   /**
    * Retrieves the tax rates list.
-   * @returns {Promise<ITaxRate[]>}
+   * @returns {Promise<{ data: ITaxRate[] }>}
    */
-  public getTaxRates() {
-    return this.getTaxRatesService.getTaxRates();
+  public async getTaxRates() {
+    const taxRates = await this.getTaxRatesService.getTaxRates();
+    return { data: taxRates };
   }
 
   /**

packages/server/src/modules/TaxRates/TaxRate.controller.ts

@@ -85,9 +85,14 @@ export class TaxRatesController {
     status: 200,
     description: 'The tax rates have been successfully retrieved.',
     schema: {
-      type: 'array',
-      items: {
-        $ref: getSchemaPath(TaxRateResponseDto),
+      type: 'object',
+      properties: {
+        data: {
+          type: 'array',
+          items: {
+            $ref: getSchemaPath(TaxRateResponseDto),
+          },
+        },
       },
     },
   })

packages/server/src/modules/TaxRates/dtos/TaxRate.dto.ts

@@ -1,3 +1,4 @@
+import { ToNumber } from '@/common/decorators/Validators';
 import { ApiProperty } from '@nestjs/swagger';
 import { Transform } from 'class-transformer';
 import {
@@ -30,6 +31,7 @@ export class CommandTaxRateDto {
    */
   @IsNumber()
   @IsNotEmpty()
+  @ToNumber()
   @ApiProperty({
     description: 'The rate of the tax rate.',
     example: 10,

packages/webapp/src/containers/Customers/CustomerForm/CustomerForm.schema.tsx

@@ -17,8 +17,8 @@ const Schema = Yup.object().shape({
     .label(intl.get('display_name_')),
 
   email: Yup.string().email().nullable(),
-  work_phone: Yup.number(),
-  personal_phone: Yup.number(),
+  work_phone: Yup.string().nullable(),
+  personal_phone: Yup.string().nullable(),
   website: Yup.string().url().nullable(),
 
   active: Yup.boolean(),
@@ -30,7 +30,7 @@ const Schema = Yup.object().shape({
   billing_address_city: Yup.string().trim(),
   billing_address_state: Yup.string().trim(),
   billing_address_postcode: Yup.string().nullable(),
-  billing_address_phone: Yup.number(),
+  billing_address_phone: Yup.string().nullable(),
 
   shipping_address_country: Yup.string().trim(),
   shipping_address_1: Yup.string().trim(),
@@ -38,7 +38,7 @@ const Schema = Yup.object().shape({
   shipping_address_city: Yup.string().trim(),
   shipping_address_state: Yup.string().trim(),
   shipping_address_postcode: Yup.string().nullable(),
-  shipping_address_phone: Yup.number(),
+  shipping_address_phone: Yup.string().nullable(),
 
   opening_balance: Yup.number().nullable(),
   currency_code: Yup.string(),

packages/webapp/src/containers/Sales/CreditNotes/CreditNoteCustomize/CreditNoteCustomizeContent.tsx

@@ -16,6 +16,7 @@ import { useDrawerActions } from '@/hooks/state';
 import { useDrawerContext } from '@/components/Drawer/DrawerProvider';
 import { useElementCustomizeContext } from '@/containers/ElementCustomize/ElementCustomizeProvider';
 import { useIsTemplateNamedFilled } from '@/containers/BrandingTemplates/utils';
+import { Box } from '@/components';
 
 export function CreditNoteCustomizeContent() {
   const { payload, name } = useDrawerContext();
@@ -45,7 +46,9 @@ function CreditNoteCustomizeFormContent() {
   return (
     <ElementCustomizeContent>
       <ElementCustomize.PaperTemplate>
-        <CreditNotePaperTemplateFormConnected />
+        <Box overflow="auto" flex="1 1" px={4} py={6}>
+          <CreditNotePaperTemplateFormConnected />
+        </Box>
       </ElementCustomize.PaperTemplate>
 
       <ElementCustomize.FieldsTab id={'general'} label={'General'}>

packages/webapp/src/containers/Sales/Estimates/EstimateCustomize/EstimateCustomizeContent.tsx

@@ -16,6 +16,7 @@ import { useDrawerActions } from '@/hooks/state';
 import { BrandingTemplateForm } from '@/containers/BrandingTemplates/BrandingTemplateForm';
 import { useElementCustomizeContext } from '@/containers/ElementCustomize/ElementCustomizeProvider';
 import { useIsTemplateNamedFilled } from '@/containers/BrandingTemplates/utils';
+import { Box } from '@/components';
 
 export function EstimateCustomizeContent() {
   const { payload, name } = useDrawerContext();
@@ -44,7 +45,9 @@ function EstimateCustomizeFormContent() {
   return (
     <ElementCustomizeContent>
       <ElementCustomize.PaperTemplate>
-        <EstimatePaperTemplateFormConnected />
+        <Box overflow="auto" flex="1 1" px={4} py={6}>
+          <EstimatePaperTemplateFormConnected />
+        </Box>
       </ElementCustomize.PaperTemplate>
 
       <ElementCustomize.FieldsTab id={'general'} label={'General'}>

packages/webapp/src/containers/Sales/PaymentsReceived/PaymentReceivedCustomize/PaymentReceivedCustomizeContent.tsx

@@ -19,6 +19,7 @@ import { useDrawerActions } from '@/hooks/state';
 import { BrandingTemplateForm } from '@/containers/BrandingTemplates/BrandingTemplateForm';
 import { useElementCustomizeContext } from '@/containers/ElementCustomize/ElementCustomizeProvider';
 import { useIsTemplateNamedFilled } from '@/containers/BrandingTemplates/utils';
+import { Box } from '@/components';
 
 export function PaymentReceivedCustomizeContent() {
   const { payload, name } = useDrawerContext();
@@ -51,7 +52,9 @@ function PaymentReceivedCustomizeFormContent() {
   return (
     <ElementCustomizeContent>
       <ElementCustomize.PaperTemplate>
-        <PaymentReceivedPaperTemplateFormConnected />
+        <Box overflow="auto" flex="1 1" px={4} py={6}>
+          <PaymentReceivedPaperTemplateFormConnected />
+        </Box>
       </ElementCustomize.PaperTemplate>
 
       <ElementCustomize.FieldsTab id={'general'} label={'General'}>

packages/webapp/src/containers/Sales/Receipts/ReceiptCustomize/ReceiptCustomizeContent.tsx

@@ -16,6 +16,7 @@ import { useDrawerActions } from '@/hooks/state';
 import { useDrawerContext } from '@/components/Drawer/DrawerProvider';
 import { useElementCustomizeContext } from '@/containers/ElementCustomize/ElementCustomizeProvider';
 import { useIsTemplateNamedFilled } from '@/containers/BrandingTemplates/utils';
+import { Box } from '@/components';
 
 export function ReceiptCustomizeContent() {
   const { payload, name } = useDrawerContext();
@@ -44,7 +45,9 @@ function ReceiptCustomizeFormContent() {
   return (
     <ElementCustomizeContent>
       <ElementCustomize.PaperTemplate>
-        <ReceiptPaperTemplateFormConnected />
+        <Box overflow="auto" flex="1 1" px={4} py={6}>
+          <ReceiptPaperTemplateFormConnected />
+        </Box>
       </ElementCustomize.PaperTemplate>
 
       <ElementCustomize.FieldsTab id={'general'} label={'General'}>

packages/webapp/src/containers/TaxRates/containers/_utils.tsx

@@ -1,8 +1,8 @@
 // @ts-nocheck
 import React from 'react';
-import { Intent, Tag } from '@blueprintjs/core';
+import { Intent, Tag, Classes } from '@blueprintjs/core';
 import { Align } from '@/constants';
-import styled from 'styled-components';
+import clsx from 'classnames';
 
 const codeAccessor = (taxRate) => {
   return (
@@ -28,13 +28,17 @@ const nameAccessor = (taxRate) => {
   return (
     <>
       <span>{taxRate.name}</span>
-      {!!taxRate.is_compound && <CompoundText>(Compound tax)</CompoundText>}
+      {!!taxRate.is_compound && (
+        <span className={clsx(Classes.TEXT_MUTED)}>(Compound tax)</span>
+      )}
     </>
   );
 };
 
 const DescriptionAccessor = (taxRate) => {
-  return <DescriptionText>{taxRate.description}</DescriptionText>;
+  return (
+    <span className={clsx(Classes.TEXT_MUTED)}>{taxRate.description}</span>
+  );
 };
 
 /**
@@ -72,11 +76,3 @@ export const useTaxRatesTableColumns = () => {
   ];
 };
 
-const CompoundText = styled('span')`
-  color: #738091;
-  margin-left: 5px;
-`;
-
-const DescriptionText = styled('span')`
-  color: #5f6b7c;
-`;

packages/webapp/src/containers/TaxRates/drawers/TaxRateDetailsDrawer/TaxRateDetailsContentDetails.tsx

@@ -74,9 +74,13 @@ const TaxRateHeader = styled(`div`)`
 const TaxRateAmount = styled('div')`
   line-height: 1;
   font-size: 30px;
-  color: #565b71;
   font-weight: 600;
   display: inline-block;
+  color: var(--x-color-amount-text, #565b71);
+
+  .bp4-dark & {
+    color: rgba(255, 255, 255, 0.9);
+  }
 `;
 
 const TaxRateActiveTag = styled(Tag)`

packages/webapp/src/containers/Vendors/VendorForm/VendorForm.schema.tsx

@@ -10,8 +10,8 @@ const Schema = Yup.object().shape({
   display_name: Yup.string().trim().required().label(intl.get('display_name_')),
 
   email: Yup.string().email().nullable(),
-  work_phone: Yup.number(),
-  personal_phone: Yup.number(),
+  work_phone: Yup.string().nullable(),
+  personal_phone: Yup.string().nullable(),
   website: Yup.string().url().nullable(),
 
   active: Yup.boolean(),
@@ -23,7 +23,7 @@ const Schema = Yup.object().shape({
   billing_address_city: Yup.string().trim(),
   billing_address_state: Yup.string().trim(),
   billing_address_postcode: Yup.string().nullable(),
-  billing_address_phone: Yup.number(),
+  billing_address_phone: Yup.string().nullable(),
 
   shipping_address_country: Yup.string().trim(),
   shipping_address_1: Yup.string().trim(),
@@ -31,7 +31,7 @@ const Schema = Yup.object().shape({
   shipping_address_city: Yup.string().trim(),
   shipping_address_state: Yup.string().trim(),
   shipping_address_postcode: Yup.string().nullable(),
-  shipping_address_phone: Yup.number(),
+  shipping_address_phone: Yup.string().nullable(),
 
   opening_balance: Yup.number().nullable(),
   currency_code: Yup.string(),

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

@@ -37,10 +37,10 @@ export function useTaxRate(taxRateId: string, props) {
     [QUERY_TYPES.TAX_RATES, taxRateId],
     {
       method: 'get',
-      url: `tax-rates/${taxRateId}}`,
+      url: `tax-rates/${taxRateId}`,
     },
     {
-      select: (res) => res.data.data,
+      select: (res) => res.data,
       ...props,
     },
   );
@@ -106,7 +106,7 @@ export function useActivateTaxRate(props) {
   const queryClient = useQueryClient();
   const apiRequest = useApiRequest();
 
-  return useMutation((id) => apiRequest.post(`tax-rates/${id}/active`), {
+  return useMutation((id) => apiRequest.put(`tax-rates/${id}/activate`), {
     onSuccess: (res, id) => {
       commonInvalidateQueries(queryClient);
       queryClient.invalidateQueries([QUERY_TYPES.TAX_RATES, id]);
@@ -122,7 +122,7 @@ export function useInactivateTaxRate(props) {
   const queryClient = useQueryClient();
   const apiRequest = useApiRequest();
 
-  return useMutation((id) => apiRequest.post(`tax-rates/${id}/inactive`), {
+  return useMutation((id) => apiRequest.put(`tax-rates/${id}/inactivate`), {
     onSuccess: (res, id) => {
       commonInvalidateQueries(queryClient);
       queryClient.invalidateQueries([QUERY_TYPES.TAX_RATES, id]);