Files
bigcapital/packages/server/src/modules/Bills/models/Bill.ts
2026-01-21 13:39:56 +02:00

658 lines
16 KiB
TypeScript

import * as moment from 'moment';
import * as R from 'ramda';
import type { Knex } from 'knex';
import { Model, raw } from 'objection';
import { castArray, difference, defaultTo } from 'lodash';
import { BaseModel, PaginationQueryBuilderType } from '@/models/Model';
import { ItemEntry } from '@/modules/TransactionItemEntry/models/ItemEntry';
import { BillLandedCost } from '@/modules/BillLandedCosts/models/BillLandedCost';
import { DiscountType } from '@/common/types/Discount';
import { TenantBaseModel } from '@/modules/System/models/TenantBaseModel';
import { ExportableModel } from '@/modules/Export/decorators/ExportableModel.decorator';
import { InjectModelMeta } from '@/modules/Tenancy/TenancyModels/decorators/InjectModelMeta.decorator';
import { BillMeta } from './Bill.meta';
import { InjectModelDefaultViews } from '@/modules/Views/decorators/InjectModelDefaultViews.decorator';
import { BillDefaultViews } from '../Bills.constants';
@ExportableModel()
@InjectModelMeta(BillMeta)
@InjectModelDefaultViews(BillDefaultViews)
export class Bill extends TenantBaseModel {
public amount: number;
public paymentAmount: number;
public landedCostAmount: number;
public allocatedCostAmount: number;
public isInclusiveTax: boolean;
public taxAmountWithheld: number;
public exchangeRate: number;
public vendorId: number;
public billNumber: string;
public billDate: Date;
public dueDate: Date;
public referenceNo: string;
public status: string;
public note: string;
public currencyCode: string;
public creditedAmount: number;
public invLotNumber: string;
public invoicedAmount: number;
public openedAt: Date | string;
public userId: number;
public discountType: DiscountType;
public discount: number;
public adjustment: number;
public branchId: number;
public warehouseId: number;
public projectId: number;
public createdAt: Date;
public updatedAt: Date | null;
public entries?: ItemEntry[];
public attachments!: Document[];
public locatedLandedCosts?: BillLandedCost[];
/**
* Timestamps columns.
*/
get timestamps() {
return ['createdAt', 'updatedAt'];
}
/**
* Virtual attributes.
*/
static get virtualAttributes() {
return [
'balance',
'dueAmount',
'isOpen',
'isPartiallyPaid',
'isFullyPaid',
'isPaid',
'remainingDays',
'overdueDays',
'isOverdue',
'unallocatedCostAmount',
'localAmount',
'localAllocatedCostAmount',
'billableAmount',
'amountLocal',
'discountAmount',
'discountAmountLocal',
'discountPercentage',
'adjustmentLocal',
'subtotal',
'subtotalLocal',
'subtotalExludingTax',
'taxAmountWithheldLocal',
'total',
'totalLocal',
];
}
/**
* Invoice amount in base currency.
* @returns {number}
*/
get amountLocal(): number {
return this.amount * this.exchangeRate;
}
/**
* Subtotal. (Tax inclusive) if the tax inclusive is enabled.
* @returns {number}
*/
get subtotal(): number {
return this.amount;
}
/**
* Subtotal in base currency. (Tax inclusive) if the tax inclusive is enabled.
* @returns {number}
*/
get subtotalLocal(): number {
return this.amountLocal;
}
/**
* Sale invoice amount excluding tax.
* @returns {number}
*/
get subtotalExcludingTax(): number {
return this.isInclusiveTax
? this.subtotal - this.taxAmountWithheld
: this.subtotal;
}
/**
* Tax amount withheld in base currency.
* @returns {number}
*/
get taxAmountWithheldLocal(): number {
return this.taxAmountWithheld * this.exchangeRate;
}
/**
* Discount amount.
* @returns {number}
*/
get discountAmount(): number {
return this.discountType === DiscountType.Amount
? this.discount
: this.subtotal * (this.discount / 100);
}
/**
* Discount amount in local currency.
* @returns {number | null}
*/
get discountAmountLocal(): number | null {
return this.discountAmount ? this.discountAmount * this.exchangeRate : null;
}
/**
/**
* Discount percentage.
* @returns {number | null}
*/
get discountPercentage(): number | null {
return this.discountType === DiscountType.Percentage ? this.discount : null;
}
/**
* Adjustment amount in local currency.
* @returns {number | null}
*/
get adjustmentLocal(): number | null {
return this.adjustment ? this.adjustment * this.exchangeRate : null;
}
/**
* Invoice total. (Tax included)
* @returns {number}
*/
get total(): number {
const adjustmentAmount = defaultTo(this.adjustment, 0);
return R.compose(
R.add(adjustmentAmount),
R.subtract(R.__, this.discountAmount),
R.when(R.always(this.isInclusiveTax), R.add(this.taxAmountWithheld)),
)(this.subtotal);
}
/**
* Invoice total in local currency. (Tax included)
* @returns {number}
*/
get totalLocal(): number {
return this.total * this.exchangeRate;
}
/**
* Invoice amount in organization base currency.
* @deprecated
* @returns {number}
*/
get localAmount(): number {
return this.amountLocal;
}
/**
* Retrieves the local allocated cost amount.
* @returns {number}
*/
get localAllocatedCostAmount(): number {
return this.allocatedCostAmount * this.exchangeRate;
}
/**
* Retrieves the local landed cost amount.
* @returns {number}
*/
get localLandedCostAmount(): number {
return this.landedCostAmount * this.exchangeRate;
}
/**
* Retrieves the local unallocated cost amount.
* @returns {number}
*/
get localUnallocatedCostAmount(): number {
return this.unallocatedCostAmount * this.exchangeRate;
}
/**
* Retrieve the balance of bill.
* @return {number}
*/
get balance(): number {
return this.paymentAmount + this.creditedAmount;
}
/**
* Due amount of the given.
* @return {number}
*/
get dueAmount(): number {
return Math.max(this.total - this.balance, 0);
}
/**
* Detarmine whether the bill is open.
* @return {boolean}
*/
get isOpen(): boolean {
return !!this.openedAt;
}
/**
* Deetarmine whether the bill paid partially.
* @return {boolean}
*/
get isPartiallyPaid(): boolean {
return this.dueAmount !== this.total && this.dueAmount > 0;
}
/**
* Deetarmine whether the bill paid fully.
* @return {boolean}
*/
get isFullyPaid(): boolean {
return this.dueAmount === 0;
}
/**
* Detarmines whether the bill paid fully or partially.
* @return {boolean}
*/
get isPaid(): boolean {
return this.isPartiallyPaid || this.isFullyPaid;
}
/**
* Retrieve the remaining days in number
* @return {number|null}
*/
get remainingDays(): number | null {
const currentMoment = moment();
const dueDateMoment = moment(this.dueDate);
return Math.max(dueDateMoment.diff(currentMoment, 'days'), 0);
}
/**
* Retrieve the overdue days in number.
* @return {number|null}
*/
get overdueDays(): number | null {
const currentMoment = moment();
const dueDateMoment = moment(this.dueDate);
return Math.max(currentMoment.diff(dueDateMoment, 'days'), 0);
}
/**
* Detarmines the due date is over.
* @return {boolean}
*/
get isOverdue(): boolean {
return this.overdueDays > 0;
}
/**
* Retrieve the unallocated cost amount.
* @return {number}
*/
get unallocatedCostAmount(): number {
return Math.max(this.landedCostAmount - this.allocatedCostAmount, 0);
}
/**
* Retrieves the calculated amount which have not been invoiced.
*/
get billableAmount(): number {
return Math.max(this.total - this.invoicedAmount, 0);
}
/**
* Table name
*/
static get tableName() {
return 'bills';
}
/**
* Model modifiers.
*/
static get modifiers() {
return {
/**
* Filters the bills in draft status.
*/
draft(query) {
query.where('opened_at', null);
},
/**
* Filters the opened bills.
*/
published(query) {
query.whereNot('openedAt', null);
},
/**
* Filters the opened bills.
*/
opened(query) {
query.whereNot('opened_at', null);
},
/**
* Filters the unpaid bills.
*/
unpaid(query) {
query.where('payment_amount', 0);
},
/**
* Filters the due bills.
*/
dueBills(query) {
query.where(
raw(`COALESCE(AMOUNT, 0) -
COALESCE(PAYMENT_AMOUNT, 0) -
COALESCE(CREDITED_AMOUNT, 0) > 0
`),
);
},
/**
* Filters the overdue bills.
*/
overdue(query) {
query.where('due_date', '<', moment().format('YYYY-MM-DD'));
},
/**
* Filters the not overdue invoices.
*/
notOverdue(query, asDate = moment().format('YYYY-MM-DD')) {
query.where('due_date', '>=', asDate);
},
/**
* Filters the partially paid bills.
*/
partiallyPaid(query) {
query.whereNot('payment_amount', 0);
query.whereNot(raw('`PAYMENT_AMOUNT` = `AMOUNT`'));
},
/**
* Filters the paid bills.
*/
paid(query) {
query.where(raw('`PAYMENT_AMOUNT` = `AMOUNT`'));
},
/**
* Filters the bills from the given date.
*/
fromDate(query, fromDate) {
query.where('bill_date', '<=', fromDate);
},
/**
* Sort the bills by full-payment bills.
*/
sortByStatus(query, order) {
query.orderByRaw(`PAYMENT_AMOUNT = AMOUNT ${order}`);
},
/**
* Status filter.
*/
statusFilter(query, filterType) {
switch (filterType) {
case 'draft':
query.modify('draft');
break;
case 'delivered':
query.modify('delivered');
break;
case 'unpaid':
query.modify('unpaid');
break;
case 'overdue':
default:
query.modify('overdue');
break;
case 'partially-paid':
query.modify('partiallyPaid');
break;
case 'paid':
query.modify('paid');
break;
}
},
/**
* Filters by branches.
*/
filterByBranches(query, branchesIds) {
const formattedBranchesIds = castArray(branchesIds);
query.whereIn('branchId', formattedBranchesIds);
},
dueBillsFromDate(query, asDate = moment().format('YYYY-MM-DD')) {
query.modify('dueBills');
query.modify('notOverdue');
query.modify('fromDate', asDate);
},
overdueBillsFromDate(query, asDate = moment().format('YYYY-MM-DD')) {
query.modify('dueBills');
query.modify('overdue', asDate);
query.modify('fromDate', asDate);
},
/**
*
*/
billable(query) {
query.where(raw('AMOUNT > INVOICED_AMOUNT'));
},
};
}
/**
* Bill model settings.
*/
// static get meta() {
// return BillSettings;
// }
/**
* Relationship mapping.
*/
static get relationMappings() {
const { Vendor } = require('../../Vendors/models/Vendor');
const {
ItemEntry,
} = require('../../TransactionItemEntry/models/ItemEntry');
const {
BillLandedCost,
} = require('../../BillLandedCosts/models/BillLandedCost');
const { Branch } = require('../../Branches/models/Branch.model');
const { Warehouse } = require('../../Warehouses/models/Warehouse.model');
const { TaxRateModel } = require('../../TaxRates/models/TaxRate.model');
const {
TaxRateTransaction,
} = require('../../TaxRates/models/TaxRateTransaction.model');
const { Document } = require('../../ChromiumlyTenancy/models/Document');
const {
MatchedBankTransaction,
} = require('../../BankingMatching/models/MatchedBankTransaction');
return {
vendor: {
relation: Model.BelongsToOneRelation,
modelClass: Vendor,
join: {
from: 'bills.vendorId',
to: 'contacts.id',
},
filter(query) {
query.where('contact_service', 'vendor');
},
},
entries: {
relation: Model.HasManyRelation,
modelClass: ItemEntry,
join: {
from: 'bills.id',
to: 'items_entries.referenceId',
},
filter(builder) {
builder.where('reference_type', 'Bill');
builder.orderBy('index', 'ASC');
},
},
locatedLandedCosts: {
relation: Model.HasManyRelation,
modelClass: BillLandedCost,
join: {
from: 'bills.id',
to: 'bill_located_costs.billId',
},
},
/**
* Bill may belongs to associated branch.
*/
branch: {
relation: Model.BelongsToOneRelation,
modelClass: Branch,
join: {
from: 'bills.branchId',
to: 'branches.id',
},
},
/**
* Bill may has associated warehouse.
*/
warehouse: {
relation: Model.BelongsToOneRelation,
modelClass: Warehouse,
join: {
from: 'bills.warehouseId',
to: 'warehouses.id',
},
},
/**
* Bill may has associated tax rate transactions.
*/
taxes: {
relation: Model.HasManyRelation,
modelClass: TaxRateTransaction,
join: {
from: 'bills.id',
to: 'tax_rate_transactions.referenceId',
},
filter(builder) {
builder.where('reference_type', 'Bill');
},
},
/**
* Bill may has many attached attachments.
*/
attachments: {
relation: Model.ManyToManyRelation,
modelClass: Document,
join: {
from: 'bills.id',
through: {
from: 'document_links.modelId',
to: 'document_links.documentId',
},
to: 'documents.id',
},
filter(query) {
query.where('model_ref', 'Bill');
},
},
/**
* Bill may belongs to matched bank transaction.
*/
matchedBankTransaction: {
relation: Model.HasManyRelation,
modelClass: MatchedBankTransaction,
join: {
from: 'bills.id',
to: 'matched_bank_transactions.referenceId',
},
filter(query) {
query.where('reference_type', 'Bill');
},
},
};
}
/**
* Retrieve the not found bills ids as array that associated to the given vendor.
* @param {Array} billsIds
* @param {number} vendorId -
* @return {Array}
*/
static async getNotFoundBills(billsIds, vendorId) {
const storedBills = await this.query().onBuild((builder) => {
builder.whereIn('id', billsIds);
if (vendorId) {
builder.where('vendor_id', vendorId);
}
});
const storedBillsIds = storedBills.map((t) => t.id);
const notFoundBillsIds = difference(billsIds, storedBillsIds);
return notFoundBillsIds;
}
static changePaymentAmount(
billId: number,
amount: number,
trx: Knex.Transaction,
) {
const changeMethod = amount > 0 ? 'increment' : 'decrement';
return this.query(trx)
.where('id', billId)
[changeMethod]('payment_amount', Math.abs(amount));
}
/**
* Model search attributes.
*/
static get searchRoles() {
return [
{ fieldKey: 'bill_number', comparator: 'contains' },
{ condition: 'or', fieldKey: 'reference_no', comparator: 'contains' },
{ condition: 'or', fieldKey: 'amount', comparator: 'equals' },
];
}
/**
* Prevents mutate base currency since the model is not empty.
*/
static get preventMutateBaseCurrency() {
return true;
}
}