Files
bigcapital/packages/webapp/src/containers/Sales/Invoices/InvoiceForm/utils.tsx
2024-12-02 15:32:39 +02:00

554 lines
14 KiB
TypeScript

// @ts-nocheck
import React from 'react';
import { useFormikContext } from 'formik';
import intl from 'react-intl-universal';
import moment from 'moment';
import * as R from 'ramda';
import { Intent } from '@blueprintjs/core';
import { omit, first, sumBy } from 'lodash';
import {
compose,
transformToForm,
repeatValue,
defaultFastFieldShouldUpdate,
formattedAmount,
toSafeNumber,
} from '@/utils';
import { ERROR } from '@/constants/errors';
import { AppToaster } from '@/components';
import { useCurrentOrganization } from '@/hooks/state';
import {
aggregateItemEntriesTaxRates,
assignEntriesTaxAmount,
getEntriesTotal,
} from '@/containers/Entries/utils';
import { useInvoiceFormContext } from './InvoiceFormProvider';
import {
updateItemsEntriesTotal,
ensureEntriesHaveEmptyLine,
} from '@/containers/Entries/utils';
import { TaxType } from '@/interfaces/TaxRates';
import {
transformAttachmentsToForm,
transformAttachmentsToRequest,
} from '@/containers/Attachments/utils';
import { convertBrandingTemplatesToOptions } from '@/containers/BrandingTemplates/BrandingTemplatesSelectFields';
export const MIN_LINES_NUMBER = 1;
// Default invoice entry object.
export const defaultInvoiceEntry = {
index: 0,
item_id: '',
rate: '',
discount: '',
quantity: '',
description: '',
amount: '',
tax_rate_id: '',
tax_rate: '',
tax_amount: '',
};
// Default invoice object.
export const defaultInvoice = {
customer_id: '',
invoice_date: moment(new Date()).format('YYYY-MM-DD'),
due_date: moment().format('YYYY-MM-DD'),
delivered: '',
invoice_no: '',
inclusive_exclusive_tax: TaxType.Inclusive,
// Holds the invoice number that entered manually only.
invoice_no_manually: '',
reference_no: '',
invoice_message: '',
terms_conditions: '',
exchange_rate: '1',
currency_code: '',
branch_id: '',
warehouse_id: '',
project_id: '',
pdf_template_id: '',
entries: [...repeatValue(defaultInvoiceEntry, MIN_LINES_NUMBER)],
attachments: [],
payment_methods: {},
discount: '',
discount_type: 'amount',
adjustment: '',
};
// Invoice entry request schema.
export const defaultReqInvoiceEntry = {
index: 0,
item_id: '',
rate: '',
discount: '',
quantity: '',
description: '',
tax_rate_id: '',
};
/**
* Transform invoice to initial values in edit mode.
*/
export function transformToEditForm(invoice) {
const initialEntries = [
...invoice.entries.map((invoice) => ({
...transformToForm(invoice, defaultInvoiceEntry),
})),
...repeatValue(
defaultInvoiceEntry,
Math.max(MIN_LINES_NUMBER - invoice.entries.length, 0),
),
];
const entries = compose(
ensureEntriesHaveEmptyLine(defaultInvoiceEntry),
updateItemsEntriesTotal,
)(initialEntries);
return {
...transformToForm(invoice, defaultInvoice),
inclusive_exclusive_tax: invoice.is_inclusive_tax
? TaxType.Inclusive
: TaxType.Exclusive,
entries,
attachments: transformAttachmentsToForm(invoice),
payment_methods: transformPaymentMethodsToForm(invoice?.payment_methods),
};
}
/**
* Transformes the response errors types.
*/
export const transformErrors = (errors, { setErrors }) => {
if (errors.some((e) => e.type === ERROR.SALE_INVOICE_NUMBER_IS_EXISTS)) {
setErrors({
invoice_no: intl.get('sale_invoice_number_is_exists'),
});
}
if (
errors.some(
({ type }) =>
type === ERROR.SALE_ESTIMATE_IS_ALREADY_CONVERTED_TO_INVOICE,
)
) {
AppToaster.show({
message: intl.get('sale_estimate_is_already_converted_to_invoice'),
intent: Intent.DANGER,
});
}
if (
errors.some(
({ type }) => type === ERROR.INVOICE_AMOUNT_SMALLER_THAN_PAYMENT_AMOUNT,
)
) {
AppToaster.show({
message: intl.get('sale_invoice.total_smaller_than_paid_amount'),
intent: Intent.DANGER,
});
}
if (
errors.some((error) => error.type === ERROR.SALE_INVOICE_NO_IS_REQUIRED)
) {
setErrors({
invoice_no: intl.get('invoice.field.error.invoice_no_required'),
});
}
};
/**
* Detarmines customer name field when should update.
*/
export const customerNameFieldShouldUpdate = (newProps, oldProps) => {
return (
newProps.shouldUpdateDeps.items !== oldProps.shouldUpdateDeps.items ||
defaultFastFieldShouldUpdate(newProps, oldProps)
);
};
/**
* Detarmines invoice entries field when should update.
*/
export const entriesFieldShouldUpdate = (newProps, oldProps) => {
return (
newProps.items !== oldProps.items ||
newProps.taxRates !== oldProps.taxRates ||
defaultFastFieldShouldUpdate(newProps, oldProps)
);
};
export const ITEMS_FILTER_ROLES_QUERY = JSON.stringify([
{
index: 1,
fieldKey: 'sellable',
value: true,
condition: '&&',
comparator: 'equals',
},
{
index: 2,
fieldKey: 'active',
value: true,
condition: '&&',
comparator: 'equals',
},
]);
/**
* Transformes bill entries to submit request.
*/
const transformEntriesToRequest = (entries) => {
return R.compose(
R.map(R.compose(R.curry(transformToForm)(R.__, defaultReqInvoiceEntry))),
filterNonZeroEntries,
)(entries);
};
/**
* Filters the givne non-zero entries.
*/
const filterNonZeroEntries = (entries) => {
return entries.filter((item) => item.item_id && item.quantity);
};
/**
* Transformes the form values to request body values.
*/
export function transformValueToRequest(values) {
return {
...omit(values, [
'invoice_no',
'invoice_no_manually',
'inclusive_exclusive_tax',
]),
// The `invoice_no_manually` will be presented just if the auto-increment
// is disable, always both attributes hold the same value in manual mode.
...(values.invoice_no_manually && {
invoice_no: values.invoice_no,
}),
is_inclusive_tax: values.inclusive_exclusive_tax === TaxType.Inclusive,
entries: transformEntriesToRequest(values.entries),
delivered: false,
attachments: transformAttachmentsToRequest(values),
payment_methods: transformPaymentMethodsToRequest(values?.payment_methods),
};
}
/**
* Transformes the form payment methods to request.
* @param {Record<string, { enable: boolean }>} paymentMethods
* @returns {Array<{ payment_integration_id: string; enable: boolean }>}
*/
const transformPaymentMethodsToRequest = (
paymentMethods: Record<string, { enable: boolean }>,
): Array<{ payment_integration_id: string; enable: boolean }> => {
return Object.entries(paymentMethods).map(([paymentMethodId, method]) => ({
payment_integration_id: paymentMethodId,
enable: method.enable,
}));
};
/**
* Transformes payment methods from request to form.
* @param {Array<{ payment_integration_id: number; enable: boolean }>} paymentMethods
* @returns {Record<string, { enable: boolean }>}
*/
const transformPaymentMethodsToForm = (
paymentMethods: Array<{ payment_integration_id: number; enable: boolean }>,
): Record<string, { enable: boolean }> => {
return paymentMethods?.reduce((acc, method) => {
acc[method.payment_integration_id] = { enable: method.enable };
return acc;
}, {});
};
export const useSetPrimaryWarehouseToForm = () => {
const { setFieldValue } = useFormikContext();
const { warehouses, isWarehousesSuccess } = useInvoiceFormContext();
React.useEffect(() => {
if (isWarehousesSuccess) {
const primaryWarehouse =
warehouses.find((b) => b.primary) || first(warehouses);
if (primaryWarehouse) {
setFieldValue('warehouse_id', primaryWarehouse.id);
}
}
}, [isWarehousesSuccess, setFieldValue, warehouses]);
};
export const useSetPrimaryBranchToForm = () => {
const { setFieldValue } = useFormikContext();
const { branches, isBranchesSuccess } = useInvoiceFormContext();
React.useEffect(() => {
if (isBranchesSuccess) {
const primaryBranch = branches.find((b) => b.primary) || first(branches);
if (primaryBranch) {
setFieldValue('branch_id', primaryBranch.id);
}
}
}, [isBranchesSuccess, setFieldValue, branches]);
};
/**
* Retrieves the invoice subtotal.
* @returns {number}
*/
export const useInvoiceSubtotal = () => {
const {
values: { entries },
} = useFormikContext();
// Calculate the total due amount of invoice entries.
return React.useMemo(() => getEntriesTotal(entries), [entries]);
};
/**
* Retrieves the invoice subtotal formatted.
* @returns {string}
*/
export const useInvoiceSubtotalFormatted = () => {
const subtotal = useInvoiceSubtotal();
const { values } = useFormikContext();
return formattedAmount(subtotal, values.currency_code);
};
/**
* Retrieves the invoice discount amount.
* @returns {number}
*/
export const useInvoiceDiscountAmount = () => {
const { values } = useFormikContext();
const subtotal = useInvoiceSubtotal();
const discount = parseFloat(values.discount);
return values?.discount_type === 'percentage'
? (subtotal * discount) / 100
: discount;
};
/**
* Retrieves the invoice discount amount formatted.
* @returns {string}
*/
export const useInvoiceDiscountAmountFormatted = () => {
const discountAmount = useInvoiceDiscountAmount();
const {
values: { currency_code },
} = useFormikContext();
return formattedAmount(discountAmount, currency_code);
};
/**
* Retrieves the invoice adjustment amount.
* @returns {number}
*/
export const useInvoiceAdjustmentAmount = () => {
const { values } = useFormikContext();
const adjustment = parseFloat(values.adjustment);
return adjustment;
};
/**
* Retrieves the invoice adjustment amount formatted.
* @returns {string}
*/
export const useInvoiceAdjustmentAmountFormatted = () => {
const adjustmentAmount = useInvoiceAdjustmentAmount();
const {
values: { currency_code },
} = useFormikContext();
return formattedAmount(adjustmentAmount, currency_code);
};
/**
* Detarmines whether the invoice has foreign customer.
* @returns {boolean}
*/
export const useInvoiceIsForeignCustomer = () => {
const { values } = useFormikContext();
const currentOrganization = useCurrentOrganization();
const isForeignCustomer = React.useMemo(
() => values.currency_code !== currentOrganization.base_currency,
[values.currency_code, currentOrganization.base_currency],
);
return isForeignCustomer;
};
/**
* Resets the form state to initial values
*/
export const resetFormState = ({ initialValues, values, resetForm }) => {
resetForm({
values: {
// Reset the all values except the warehouse and brand id.
...initialValues,
warehouse_id: values.warehouse_id,
brand_id: values.brand_id,
},
});
};
/**
* Re-calcualte the entries tax amount when editing.
* @returns {string}
*/
export const composeEntriesOnEditInclusiveTax = (
inclusiveExclusiveTax: string,
entries,
) => {
return R.compose(
assignEntriesTaxAmount(inclusiveExclusiveTax === 'inclusive'),
)(entries);
};
/**
* Retreives the invoice aggregated tax rates.
* @returns {Array}
*/
export const useInvoiceAggregatedTaxRates = () => {
const { values } = useFormikContext();
const { taxRates } = useInvoiceFormContext();
const aggregateTaxRates = React.useMemo(
() => aggregateItemEntriesTaxRates(values.currency_code, taxRates),
[values.currency_code, taxRates],
);
// Calculate the total tax amount of invoice entries.
return React.useMemo(() => {
return aggregateTaxRates(values.entries);
}, [aggregateTaxRates, values.entries]);
};
/**
* Retreives the invoice total tax amount.
* @returns {number}
*/
export const useInvoiceTotalTaxAmount = () => {
const { values } = useFormikContext();
return React.useMemo(() => {
const filteredEntries = values.entries.filter((entry) => entry.tax_amount);
return sumBy(filteredEntries, 'tax_amount');
}, [values.entries]);
};
/**
* Retreives the invoice total.
* @returns {number}
*/
export const useInvoiceTotal = () => {
const subtotal = useInvoiceSubtotal();
const totalTaxAmount = useInvoiceTotalTaxAmount();
const isExclusiveTax = useIsInvoiceTaxExclusive();
const discountAmount = useInvoiceDiscountAmount();
const adjustmentAmount = useInvoiceAdjustmentAmount();
return R.compose(
R.when(R.always(isExclusiveTax), R.add(totalTaxAmount)),
R.subtract(R.__, discountAmount),
R.subtract(R.__, adjustmentAmount),
)(subtotal);
};
/**
* Retrieves the invoice total formatted.
* @returns {string}
*/
export const useInvoiceTotalFormatted = () => {
const total = useInvoiceTotal();
const { values } = useFormikContext();
return formattedAmount(total, values.currency_code);
};
/**
* Retrieves the paid amount of the invoice.
* @returns {number}
*/
export const useInvoicePaidAmount = () => {
const { invoice } = useInvoiceFormContext();
return toSafeNumber(invoice?.payment_amount);
};
/**
* Retrieves the paid amount of the invoice formatted.
* @returns {string}
*/
export const useInvoicePaidAmountFormatted = () => {
const paidAmount = useInvoicePaidAmount();
const { values } = useFormikContext();
return formattedAmount(paidAmount, values.currency_code);
};
/**
* Retreives the invoice due amount.
* @returns {number}
*/
export const useInvoiceDueAmount = () => {
const total = useInvoiceTotal();
const paidAmount = useInvoicePaidAmount();
return Math.max(total - paidAmount, 0);
};
/**
* Retrieves the invoice due amount formatted.
* @returns {string}
*/
export const useInvoiceDueAmountFormatted = () => {
const dueAmount = useInvoiceDueAmount();
const { values } = useFormikContext();
return formattedAmount(dueAmount, values.currency_code);
};
/**
* Detrmines whether the tax is inclusive.
* @returns {boolean}
*/
export const useIsInvoiceTaxInclusive = () => {
const { values } = useFormikContext();
return values.inclusive_exclusive_tax === TaxType.Inclusive;
};
/**
* Detrmines whether the tax is exclusive.
* @returns {boolean}
*/
export const useIsInvoiceTaxExclusive = () => {
const { values } = useFormikContext();
return values.inclusive_exclusive_tax === TaxType.Exclusive;
};
/**
* Retrieves the invoice currency code.
* @returns {string}
*/
export const useInvoiceCurrencyCode = () => {
const { values } = useFormikContext();
return values.currency_code;
};
export const useInvoiceFormBrandingTemplatesOptions = () => {
const { brandingTemplates } = useInvoiceFormContext();
return React.useMemo(
() => convertBrandingTemplatesToOptions(brandingTemplates),
[brandingTemplates],
);
};