Files
bigcapital/packages/server/src/models/SaleInvoice.ts
2024-05-28 23:34:51 +02:00

605 lines
14 KiB
TypeScript

import { mixin, Model, raw } from 'objection';
import { castArray, takeWhile } from 'lodash';
import moment from 'moment';
import TenantModel from 'models/TenantModel';
import ModelSetting from './ModelSetting';
import SaleInvoiceMeta from './SaleInvoice.Settings';
import CustomViewBaseModel from './CustomViewBaseModel';
import { DEFAULT_VIEWS } from '@/services/Sales/Invoices/constants';
import ModelSearchable from './ModelSearchable';
export default class SaleInvoice extends mixin(TenantModel, [
ModelSetting,
CustomViewBaseModel,
ModelSearchable,
]) {
public taxAmountWithheld: number;
public balance: number;
public paymentAmount: number;
public exchangeRate: number;
public writtenoffAmount: number;
public creditedAmount: number;
public isInclusiveTax: boolean;
public writtenoffAt: Date;
public dueDate: Date;
public deliveredAt: Date;
/**
* Table name
*/
static get tableName() {
return 'sales_invoices';
}
/**
* Timestamps columns.
*/
get timestamps() {
return ['created_at', 'updated_at'];
}
/**
*
*/
get pluralName() {
return 'asdfsdf';
}
/**
* Virtual attributes.
*/
static get virtualAttributes() {
return [
'isDelivered',
'isOverdue',
'isPartiallyPaid',
'isFullyPaid',
'isWrittenoff',
'isPaid',
'dueAmount',
'balanceAmount',
'remainingDays',
'overdueDays',
'subtotal',
'subtotalLocal',
'subtotalExludingTax',
'taxAmountWithheldLocal',
'total',
'totalLocal',
'writtenoffAmountLocal',
];
}
/**
* Invoice amount.
* @todo Sugger attribute to balance, we need to rename the balance to amount.
* @returns {number}
*/
get amount() {
return this.balance;
}
/**
* Invoice amount in base currency.
* @returns {number}
*/
get amountLocal() {
return this.amount * this.exchangeRate;
}
/**
* Subtotal. (Tax inclusive) if the tax inclusive is enabled.
* @returns {number}
*/
get subtotal() {
return this.amount;
}
/**
* Subtotal in base currency. (Tax inclusive) if the tax inclusive is enabled.
* @returns {number}
*/
get subtotalLocal() {
return this.amountLocal;
}
/**
* Sale invoice amount excluding tax.
* @returns {number}
*/
get subtotalExludingTax() {
return this.isInclusiveTax
? this.subtotal - this.taxAmountWithheld
: this.subtotal;
}
/**
* Tax amount withheld in base currency.
* @returns {number}
*/
get taxAmountWithheldLocal() {
return this.taxAmountWithheld * this.exchangeRate;
}
/**
* Invoice total. (Tax included)
* @returns {number}
*/
get total() {
return this.isInclusiveTax
? this.subtotal
: this.subtotal + this.taxAmountWithheld;
}
/**
* Invoice total in local currency. (Tax included)
* @returns {number}
*/
get totalLocal() {
return this.total * this.exchangeRate;
}
/**
* Detarmines whether the invoice is delivered.
* @return {boolean}
*/
get isDelivered() {
return !!this.deliveredAt;
}
/**
* Detarmines the due date is over.
* @return {boolean}
*/
get isOverdue() {
return this.overdueDays > 0;
}
/**
* Retrieve the sale invoice balance.
* @return {number}
*/
get balanceAmount() {
return this.paymentAmount + this.writtenoffAmount + this.creditedAmount;
}
/**
* Retrieve the invoice due amount.
* Equation (Invoice amount - payment amount = Due amount)
* @return {boolean}
*/
get dueAmount() {
return Math.max(this.total - this.balanceAmount, 0);
}
/**
* Detarmine whether the invoice paid partially.
* @return {boolean}
*/
get isPartiallyPaid() {
return this.dueAmount !== this.total && this.dueAmount > 0;
}
/**
* Deetarmine whether the invoice paid fully.
* @return {boolean}
*/
get isFullyPaid() {
return this.dueAmount === 0;
}
/**
* Detarmines whether the invoice paid fully or partially.
* @return {boolean}
*/
get isPaid() {
return this.isPartiallyPaid || this.isFullyPaid;
}
/**
* Detarmines whether the sale invoice is written-off.
* @return {boolean}
*/
get isWrittenoff() {
return Boolean(this.writtenoffAt);
}
/**
* Retrieve the remaining days in number
* @return {number|null}
*/
get remainingDays() {
const dateMoment = moment();
const dueDateMoment = moment(this.dueDate);
return Math.max(dueDateMoment.diff(dateMoment, 'days'), 0);
}
/**
* Retrieve the overdue days in number.
* @return {number|null}
*/
get overdueDays() {
const dateMoment = moment();
const dueDateMoment = moment(this.dueDate);
return Math.max(dateMoment.diff(dueDateMoment, 'days'), 0);
}
/**
* Model modifiers.
*/
static get modifiers() {
return {
/**
* Filters the due invoices.
*/
dueInvoices(query) {
query.where(
raw(`
COALESCE(BALANCE, 0) -
COALESCE(PAYMENT_AMOUNT, 0) -
COALESCE(WRITTENOFF_AMOUNT, 0) -
COALESCE(CREDITED_AMOUNT, 0) > 0
`)
);
},
/**
* Filters the invoices between the given date range.
*/
filterDateRange(query, startDate, endDate, type = 'day') {
const dateFormat = 'YYYY-MM-DD';
const fromDate = moment(startDate).startOf(type).format(dateFormat);
const toDate = moment(endDate).endOf(type).format(dateFormat);
if (startDate) {
query.where('invoice_date', '>=', fromDate);
}
if (endDate) {
query.where('invoice_date', '<=', toDate);
}
},
/**
* Filters the invoices in draft status.
*/
draft(query) {
query.where('delivered_at', null);
},
/**
* Filters the published invoices.
*/
published(query) {
query.whereNot('delivered_at', null);
},
/**
* Filters the delivered invoices.
*/
delivered(query) {
query.whereNot('delivered_at', null);
},
/**
* Filters the unpaid invoices.
*/
unpaid(query) {
query.where(raw('PAYMENT_AMOUNT = 0'));
},
/**
* Filters the overdue invoices.
*/
overdue(query, asDate = moment().format('YYYY-MM-DD')) {
query.where('due_date', '<', asDate);
},
/**
* Filters the not overdue invoices.
*/
notOverdue(query, asDate = moment().format('YYYY-MM-DD')) {
query.where('due_date', '>=', asDate);
},
/**
* Filters the partially invoices.
*/
partiallyPaid(query) {
query.whereNot('payment_amount', 0);
query.whereNot(raw('`PAYMENT_AMOUNT` = `BALANCE`'));
},
/**
* Filters the paid invoices.
*/
paid(query) {
query.where(raw('PAYMENT_AMOUNT = BALANCE'));
},
/**
* Filters the sale invoices from the given date.
*/
fromDate(query, fromDate) {
query.where('invoice_date', '<=', fromDate);
},
/**
* Sort the sale invoices by full-payment invoices.
*/
sortByStatus(query, order) {
query.orderByRaw(`PAYMENT_AMOUNT = BALANCE ${order}`);
},
/**
* Sort the sale invoices by the due amount.
*/
sortByDueAmount(query, order) {
query.orderByRaw(`BALANCE - PAYMENT_AMOUNT ${order}`);
},
/**
* Retrieve the max invoice
*/
maxInvoiceNo(query, prefix, number) {
query
.select(raw(`REPLACE(INVOICE_NO, "${prefix}", "") AS INV_NUMBER`))
.havingRaw('CHAR_LENGTH(INV_NUMBER) = ??', [number.length])
.orderBy('invNumber', 'DESC')
.limit(1)
.first();
},
byPrefixAndNumber(query, prefix, number) {
query.where('invoice_no', `${prefix}${number}`);
},
/**
* 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);
},
dueInvoicesFromDate(query, asDate = moment().format('YYYY-MM-DD')) {
query.modify('dueInvoices');
query.modify('notOverdue', asDate);
query.modify('fromDate', asDate);
},
overdueInvoicesFromDate(query, asDate = moment().format('YYYY-MM-DD')) {
query.modify('dueInvoices');
query.modify('overdue', asDate);
query.modify('fromDate', asDate);
},
};
}
/**
* Relationship mapping.
*/
static get relationMappings() {
const AccountTransaction = require('models/AccountTransaction');
const ItemEntry = require('models/ItemEntry');
const Customer = require('models/Customer');
const InventoryCostLotTracker = require('models/InventoryCostLotTracker');
const PaymentReceiveEntry = require('models/PaymentReceiveEntry');
const Branch = require('models/Branch');
const Account = require('models/Account');
const TaxRateTransaction = require('models/TaxRateTransaction');
const Document = require('models/Document');
return {
/**
* Sale invoice associated entries.
*/
entries: {
relation: Model.HasManyRelation,
modelClass: ItemEntry.default,
join: {
from: 'sales_invoices.id',
to: 'items_entries.referenceId',
},
filter(builder) {
builder.where('reference_type', 'SaleInvoice');
builder.orderBy('index', 'ASC');
},
},
/**
* Belongs to customer model.
*/
customer: {
relation: Model.BelongsToOneRelation,
modelClass: Customer.default,
join: {
from: 'sales_invoices.customerId',
to: 'contacts.id',
},
filter(query) {
query.where('contact_service', 'Customer');
},
},
/**
* Invoice has associated account transactions.
*/
transactions: {
relation: Model.HasManyRelation,
modelClass: AccountTransaction.default,
join: {
from: 'sales_invoices.id',
to: 'accounts_transactions.referenceId',
},
filter(builder) {
builder.where('reference_type', 'SaleInvoice');
},
},
/**
* Invoice may has associated cost transactions.
*/
costTransactions: {
relation: Model.HasManyRelation,
modelClass: InventoryCostLotTracker.default,
join: {
from: 'sales_invoices.id',
to: 'inventory_cost_lot_tracker.transactionId',
},
filter(builder) {
builder.where('transaction_type', 'SaleInvoice');
},
},
/**
* Invoice may has associated payment entries.
*/
paymentEntries: {
relation: Model.HasManyRelation,
modelClass: PaymentReceiveEntry.default,
join: {
from: 'sales_invoices.id',
to: 'payment_receives_entries.invoiceId',
},
},
/**
* Invoice may has associated branch.
*/
branch: {
relation: Model.BelongsToOneRelation,
modelClass: Branch.default,
join: {
from: 'sales_invoices.branchId',
to: 'branches.id',
},
},
/**
* Invoice may has associated written-off expense account.
*/
writtenoffExpenseAccount: {
relation: Model.BelongsToOneRelation,
modelClass: Account.default,
join: {
from: 'sales_invoices.writtenoffExpenseAccountId',
to: 'accounts.id',
},
},
/**
* Invoice may has associated tax rate transactions.
*/
taxes: {
relation: Model.HasManyRelation,
modelClass: TaxRateTransaction.default,
join: {
from: 'sales_invoices.id',
to: 'tax_rate_transactions.referenceId',
},
filter(builder) {
builder.where('reference_type', 'SaleInvoice');
},
},
/**
* Sale invoice transaction may has many attached attachments.
*/
attachments: {
relation: Model.ManyToManyRelation,
modelClass: Document.default,
join: {
from: 'sales_invoices.id',
through: {
from: 'document_links.modelId',
to: 'document_links.documentId',
},
to: 'documents.id',
},
filter(query) {
query.where('model_ref', 'SaleInvoice');
},
},
};
}
/**
* Change payment amount.
* @param {Integer} invoiceId
* @param {Numeric} amount
*/
static async changePaymentAmount(invoiceId, amount, trx) {
const changeMethod = amount > 0 ? 'increment' : 'decrement';
await this.query(trx)
.where('id', invoiceId)
[changeMethod]('payment_amount', Math.abs(amount));
}
/**
* Sale invoice meta.
*/
static get meta() {
return SaleInvoiceMeta;
}
static dueAmountFieldSortQuery(query, role) {
query.modify('sortByDueAmount', role.order);
}
/**
* Retrieve the default custom views, roles and columns.
*/
static get defaultViews() {
return DEFAULT_VIEWS;
}
/**
* Model searchable.
*/
static get searchable() {
return true;
}
/**
* Model search attributes.
*/
static get searchRoles() {
return [
{ fieldKey: 'invoice_no', 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;
}
}