@bisondesk/documents-sdk 1.0.441 → 1.0.443

package/lib/apis/document-drafts.d.ts

@@ -1,7 +1,13 @@
-import { CostCenter, DocumentCategory, FinanceDocumentLineCategory } from '../types/document-categories.js';
+import { TransactionType } from '@bisondesk/commons-sdk/types';
+import { CostCenter, DocumentCategory, DocumentCategoryType, FinanceDocumentLineCategory } from '../types/document-categories.js';
 import { DocumentValidationRulesResults } from '../types/documents.js';
 export declare const getDocumentCategory: <T extends DocumentCategory>(tenantId: string, branchId: string, docCategoryId: string) => Promise<T | undefined>;
+export declare const listDocumentCategories: <T extends DocumentCategory>(tenantId: string, branchId: string, filter: {
+    type: DocumentCategoryType;
+    transactionType?: TransactionType;
+}) => Promise<T[]>;
 export declare const listFinanceLineCategories: (tenantId: string, branchId: string, docCategoryId: string) => Promise<FinanceDocumentLineCategory[]>;
+export declare const listVehicleFinanceLineCategories: (tenantId: string, branchId: string) => Promise<FinanceDocumentLineCategory[]>;
 export declare const listCostCenters: (tenantId: string, branchId: string) => Promise<CostCenter[]>;
 export declare const getLastValidationRulesResults: (tenantId: string, documentId: string) => Promise<DocumentValidationRulesResults>;
 //# sourceMappingURL=document-drafts.d.ts.map

package/lib/apis/document-drafts.d.ts.map

@@ -1 +1 @@
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package/lib/apis/document-drafts.js

@@ -22,6 +22,25 @@ export const getDocumentCategory = async (tenantId, branchId, docCategoryId) =>
         status: response.status,
     });
 };
+export const listDocumentCategories = async (tenantId, branchId, filter) => {
+    const auth = await getAdminAuth();
+    const response = await fetch(`${process.env.DOCUMENT_DRAFTS_API_ORIGIN}/api/documents/settings/${branchId}/document-categories?type=${filter.type}${filter.transactionType ? '&transactionType=' + filter.transactionType : ''}`, {
+        headers: {
+            Authorization: auth,
+            [TENANT_ID_ADMIN_HEADER]: tenantId,
+        },
+    });
+    if (response.status === 200) {
+        return response.json();
+    }
+    const body = await response.text();
+    throw new XError('documents-sdk.drafts.list-doc-categories-fail', {
+        tenantId,
+        branchId,
+        response: body,
+        status: response.status,
+    });
+};
 export const listFinanceLineCategories = async (tenantId, branchId, docCategoryId) => {
     const auth = await getAdminAuth();
     const response = await fetch(`${process.env.DOCUMENT_DRAFTS_API_ORIGIN}/api/documents/settings/${branchId}/document-categories/${docCategoryId}/line-categories`, {
@@ -42,6 +61,25 @@ export const listFinanceLineCategories = async (tenantId, branchId, docCategoryI
         status: response.status,
     });
 };
+export const listVehicleFinanceLineCategories = async (tenantId, branchId) => {
+    const auth = await getAdminAuth();
+    const response = await fetch(`${process.env.DOCUMENT_DRAFTS_API_ORIGIN}/api/documents/settings/${branchId}/vehicle-line-categories`, {
+        headers: {
+            Authorization: auth,
+            [TENANT_ID_ADMIN_HEADER]: tenantId,
+        },
+    });
+    if (response.status === 200) {
+        return response.json();
+    }
+    const body = await response.text();
+    throw new XError('documents-sdk.drafts.get-vehicle-lines-categories-fail', {
+        tenantId,
+        branchId,
+        response: body,
+        status: response.status,
+    });
+};
 export const listCostCenters = async (tenantId, branchId) => {
     const auth = await getAdminAuth();
     const response = await fetch(`${process.env.DOCUMENT_DRAFTS_API_ORIGIN}/api/documents/settings/${branchId}/cost-centers`, {

package/lib/apis/document-drafts.js.map

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{ TENANT_ID_ADMIN_HEADER } from '@bisondesk/commons-sdk/constants';\nimport { XError } from '@bisondesk/commons-sdk/errors';\nimport { getAdminAuth } from '@bisondesk/commons-sdk/fetch';\nimport fetch, { Response } from 'node-fetch';\nimport {\n  CostCenter,\n  DocumentCategory,\n  FinanceDocumentLineCategory,\n} from '../types/document-categories.js';\nimport { DocumentValidationRulesResults } from '../types/documents.js';\n\nexport const getDocumentCategory = async <T extends DocumentCategory>(\n  tenantId: string,\n  branchId: string,\n  docCategoryId: string\n): Promise<T | undefined> => {\n  const auth = await getAdminAuth();\n  const response: Response = await fetch(\n    `${process.env.DOCUMENT_DRAFTS_API_ORIGIN}/api/documents/settings/${branchId}/document-categories/${docCategoryId}`,\n    {\n      headers: {\n        Authorization: auth,\n        [TENANT_ID_ADMIN_HEADER]: tenantId,\n      },\n    }\n  );\n\n  if (response.status === 200) {\n    return response.json() as any;\n  }\n\n  const body = await response.text();\n  throw new XError('documents-sdk.drafts.get-doc-category-fail', {\n    tenantId,\n    branchId,\n    docCategoryId,\n    response: body,\n    status: response.status,\n  });\n};\n\nexport const listFinanceLineCategories = async (\n  tenantId: string,\n  branchId: string,\n  docCategoryId: string\n): Promise<FinanceDocumentLineCategory[]> => {\n  const auth = await getAdminAuth();\n  const response: Response = await fetch(\n    `${process.env.DOCUMENT_DRAFTS_API_ORIGIN}/api/documents/settings/${branchId}/document-categories/${docCategoryId}/line-categories`,\n    {\n      headers: {\n        Authorization: auth,\n        [TENANT_ID_ADMIN_HEADER]: tenantId,\n      },\n    }\n  );\n\n  if (response.status === 200) {\n    return response.json() as any;\n  }\n\n  const body = await response.text();\n  throw new XError('documents-sdk.drafts.get-doc-lines-categories-fail', {\n    tenantId,\n    branchId,\n    docCategoryId,\n    response: body,\n    status: response.status,\n  });\n};\n\nexport const listCostCenters = async (\n  tenantId: string,\n  branchId: string\n): Promise<CostCenter[]> => {\n  const auth = await getAdminAuth();\n  const response: Response = await fetch(\n    `${process.env.DOCUMENT_DRAFTS_API_ORIGIN}/api/documents/settings/${branchId}/cost-centers`,\n    {\n      headers: {\n        Authorization: auth,\n        [TENANT_ID_ADMIN_HEADER]: tenantId,\n      },\n    }\n  );\n\n  if (response.status === 200) {\n    return response.json() as any;\n  }\n\n  const body = await response.text();\n  throw new XError('documents-sdk.drafts.get-cost-centers-fail', {\n    tenantId,\n    branchId,\n    response: body,\n    status: response.status,\n  });\n};\n\nexport const getLastValidationRulesResults = async (\n  tenantId: string,\n  documentId: string\n): Promise<DocumentValidationRulesResults> => {\n  const auth = await getAdminAuth();\n  const response: Response = await fetch(\n    `${process.env.DOCUMENT_DRAFTS_API_ORIGIN}/api/document-drafts/status-log/last-validation-results/${documentId}`,\n    {\n      headers: {\n        Authorization: auth,\n        [TENANT_ID_ADMIN_HEADER]: tenantId,\n      },\n    }\n  );\n\n  if (response.status === 200) {\n    return response.json() as any;\n  }\n\n  const body = await response.text();\n  throw new XError('documents-sdk.drafts.get-validation-results-fail', {\n    tenantId,\n    documentId,\n    response: body,\n    status: response.status,\n  });\n};\n"]}
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{ TENANT_ID_ADMIN_HEADER } from '@bisondesk/commons-sdk/constants';\nimport { XError } from '@bisondesk/commons-sdk/errors';\nimport { getAdminAuth } from '@bisondesk/commons-sdk/fetch';\nimport { TransactionType } from '@bisondesk/commons-sdk/types';\nimport fetch, { Response } from 'node-fetch';\nimport {\n  CostCenter,\n  DocumentCategory,\n  DocumentCategoryType,\n  FinanceDocumentLineCategory,\n} from '../types/document-categories.js';\nimport { DocumentValidationRulesResults } from '../types/documents.js';\n\nexport const getDocumentCategory = async <T extends DocumentCategory>(\n  tenantId: string,\n  branchId: string,\n  docCategoryId: string\n): Promise<T | undefined> => {\n  const auth = await getAdminAuth();\n  const response: Response = await fetch(\n    `${process.env.DOCUMENT_DRAFTS_API_ORIGIN}/api/documents/settings/${branchId}/document-categories/${docCategoryId}`,\n    {\n      headers: {\n        Authorization: auth,\n        [TENANT_ID_ADMIN_HEADER]: tenantId,\n      },\n    }\n  );\n\n  if (response.status === 200) {\n    return response.json() as any;\n  }\n\n  const body = await response.text();\n  throw new XError('documents-sdk.drafts.get-doc-category-fail', {\n    tenantId,\n    branchId,\n    docCategoryId,\n    response: body,\n    status: response.status,\n  });\n};\n\nexport const listDocumentCategories = async <T extends DocumentCategory>(\n  tenantId: string,\n  branchId: string,\n  filter: {\n    type: DocumentCategoryType;\n    transactionType?: TransactionType;\n  }\n): Promise<T[]> => {\n  const auth = await getAdminAuth();\n  const response: Response = await fetch(\n    `${\n      process.env.DOCUMENT_DRAFTS_API_ORIGIN\n    }/api/documents/settings/${branchId}/document-categories?type=${filter.type}${\n      filter.transactionType ? '&transactionType=' + filter.transactionType : ''\n    }`,\n    {\n      headers: {\n        Authorization: auth,\n        [TENANT_ID_ADMIN_HEADER]: tenantId,\n      },\n    }\n  );\n\n  if (response.status === 200) {\n    return response.json() as any;\n  }\n\n  const body = await response.text();\n  throw new XError('documents-sdk.drafts.list-doc-categories-fail', {\n    tenantId,\n    branchId,\n    response: body,\n    status: response.status,\n  });\n};\n\nexport const listFinanceLineCategories = async (\n  tenantId: string,\n  branchId: string,\n  docCategoryId: string\n): Promise<FinanceDocumentLineCategory[]> => {\n  const auth = await getAdminAuth();\n  const response: Response = await fetch(\n    `${process.env.DOCUMENT_DRAFTS_API_ORIGIN}/api/documents/settings/${branchId}/document-categories/${docCategoryId}/line-categories`,\n    {\n      headers: {\n        Authorization: auth,\n        [TENANT_ID_ADMIN_HEADER]: tenantId,\n      },\n    }\n  );\n\n  if (response.status === 200) {\n    return response.json() as any;\n  }\n\n  const body = await response.text();\n  throw new XError('documents-sdk.drafts.get-doc-lines-categories-fail', {\n    tenantId,\n    branchId,\n    docCategoryId,\n    response: body,\n    status: response.status,\n  });\n};\n\nexport const listVehicleFinanceLineCategories = async (\n  tenantId: string,\n  branchId: string\n): Promise<FinanceDocumentLineCategory[]> => {\n  const auth = await getAdminAuth();\n  const response: Response = await fetch(\n    `${process.env.DOCUMENT_DRAFTS_API_ORIGIN}/api/documents/settings/${branchId}/vehicle-line-categories`,\n    {\n      headers: {\n        Authorization: auth,\n        [TENANT_ID_ADMIN_HEADER]: tenantId,\n      },\n    }\n  );\n\n  if (response.status === 200) {\n    return response.json() as any;\n  }\n\n  const body = await response.text();\n  throw new XError('documents-sdk.drafts.get-vehicle-lines-categories-fail', {\n    tenantId,\n    branchId,\n    response: body,\n    status: response.status,\n  });\n};\n\nexport const listCostCenters = async (\n  tenantId: string,\n  branchId: string\n): Promise<CostCenter[]> => {\n  const auth = await getAdminAuth();\n  const response: Response = await fetch(\n    `${process.env.DOCUMENT_DRAFTS_API_ORIGIN}/api/documents/settings/${branchId}/cost-centers`,\n    {\n      headers: {\n        Authorization: auth,\n        [TENANT_ID_ADMIN_HEADER]: tenantId,\n      },\n    }\n  );\n\n  if (response.status === 200) {\n    return response.json() as any;\n  }\n\n  const body = await response.text();\n  throw new XError('documents-sdk.drafts.get-cost-centers-fail', {\n    tenantId,\n    branchId,\n    response: body,\n    status: response.status,\n  });\n};\n\nexport const getLastValidationRulesResults = async (\n  tenantId: string,\n  documentId: string\n): Promise<DocumentValidationRulesResults> => {\n  const auth = await getAdminAuth();\n  const response: Response = await fetch(\n    `${process.env.DOCUMENT_DRAFTS_API_ORIGIN}/api/document-drafts/status-log/last-validation-results/${documentId}`,\n    {\n      headers: {\n        Authorization: auth,\n        [TENANT_ID_ADMIN_HEADER]: tenantId,\n      },\n    }\n  );\n\n  if (response.status === 200) {\n    return response.json() as any;\n  }\n\n  const body = await response.text();\n  throw new XError('documents-sdk.drafts.get-validation-results-fail', {\n    tenantId,\n    documentId,\n    response: body,\n    status: response.status,\n  });\n};\n"]}

package/lib/types/document-categories.d.ts

@@ -43,6 +43,7 @@ export type FinanceDocumentLineCategory = {
     description: string;
     associationMandatory: boolean;
     glAccount: string;
+    isVehicleCategory?: boolean;
     validationRulesConfigs?: ValidationRulesConfigs;
 };
 export type NewFinanceDocumentLineCategory = Omit<FinanceDocumentLineCategory, 'id' | 'createdAt'>;

package/lib/types/document-categories.d.ts.map

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package/lib/types/document-categories.js.map

@@ -1 +1 @@
-{"version":3,"file":"document-categories.js","sourceRoot":"/","sources":["types/document-categories.ts"],"names":[],"mappings":"AAGA,MAAM,CAAN,IAAY,0BAGX;AAHD,WAAY,0BAA0B;IACpC,mDAAqB,CAAA;IACrB,iDAAmB,CAAA;AACrB,CAAC,EAHW,0BAA0B,KAA1B,0BAA0B,QAGrC;AAED,MAAM,CAAN,IAAY,oBAGX;AAHD,WAAY,oBAAoB;IAC9B,yDAAiC,CAAA;IACjC,2CAAmB,CAAA;AACrB,CAAC,EAHW,oBAAoB,KAApB,oBAAoB,QAG/B","sourcesContent":["import { TransactionType } from '@bisondesk/commons-sdk/types';\nimport { ValidationRulesConfigs } from './rules.js';\n\nexport enum DocumentCategoryVisibility {\n  Standard = 'standard',\n  Private = 'private',\n}\n\nexport enum DocumentCategoryType {\n  Administrative = 'administrative',\n  Finance = 'finance',\n}\n\ntype BaseDocumentCategory = {\n  createdAt: string;\n  branchId: string;\n  id: string;\n  type: DocumentCategoryType;\n  title: string;\n};\n\nexport type AdministrativeDocumentCategory = BaseDocumentCategory & {\n  type: DocumentCategoryType.Administrative;\n  subtype: 'generic' | 'deal';\n  validators?: undefined;\n};\n\nexport type FinanceDocumentCategory = BaseDocumentCategory & {\n  type: DocumentCategoryType.Finance;\n  journal: string;\n  visibility: DocumentCategoryVisibility;\n  transactionType: TransactionType;\n  validators?: string[];\n  bankAccounts?: string[];\n};\n\nexport type DocumentCategory = AdministrativeDocumentCategory | FinanceDocumentCategory;\n\nexport type NewDocumentCategory = (\n  | Omit<FinanceDocumentCategory, 'id' | 'createdAt'>\n  | Omit<AdministrativeDocumentCategory, 'id' | 'createdAt'>\n) & {\n  createdAt?: undefined;\n  id?: undefined;\n};\n\nexport type FinanceDocumentLineCategory = {\n  createdAt: string;\n  branchId: string;\n  categoryId: string;\n  costCenterId?: string;\n  id: string;\n  title: string;\n  description: string;\n  associationMandatory: boolean;\n  glAccount: string;\n\n  validationRulesConfigs?: ValidationRulesConfigs;\n};\n\nexport type NewFinanceDocumentLineCategory = Omit<FinanceDocumentLineCategory, 'id' | 'createdAt'>;\n\ntype BaseCostCenter = {\n  branchId: string;\n  name: string;\n  accountingCode?: string;\n};\n\nexport type CostCenter = BaseCostCenter & {\n  createdAt: string;\n  createdBy: string;\n  id: string;\n};\n\nexport type NewCostCenter = BaseCostCenter & {\n  createdAt?: undefined;\n  createdBy?: string;\n  id?: undefined;\n};\n"]}
+{"version":3,"file":"document-categories.js","sourceRoot":"/","sources":["types/document-categories.ts"],"names":[],"mappings":"AAGA,MAAM,CAAN,IAAY,0BAGX;AAHD,WAAY,0BAA0B;IACpC,mDAAqB,CAAA;IACrB,iDAAmB,CAAA;AACrB,CAAC,EAHW,0BAA0B,KAA1B,0BAA0B,QAGrC;AAED,MAAM,CAAN,IAAY,oBAGX;AAHD,WAAY,oBAAoB;IAC9B,yDAAiC,CAAA;IACjC,2CAAmB,CAAA;AACrB,CAAC,EAHW,oBAAoB,KAApB,oBAAoB,QAG/B","sourcesContent":["import { TransactionType } from '@bisondesk/commons-sdk/types';\nimport { ValidationRulesConfigs } from './rules.js';\n\nexport enum DocumentCategoryVisibility {\n  Standard = 'standard',\n  Private = 'private',\n}\n\nexport enum DocumentCategoryType {\n  Administrative = 'administrative',\n  Finance = 'finance',\n}\n\ntype BaseDocumentCategory = {\n  createdAt: string;\n  branchId: string;\n  id: string;\n  type: DocumentCategoryType;\n  title: string;\n};\n\nexport type AdministrativeDocumentCategory = BaseDocumentCategory & {\n  type: DocumentCategoryType.Administrative;\n  subtype: 'generic' | 'deal';\n  validators?: undefined;\n};\n\nexport type FinanceDocumentCategory = BaseDocumentCategory & {\n  type: DocumentCategoryType.Finance;\n  journal: string;\n  visibility: DocumentCategoryVisibility;\n  transactionType: TransactionType;\n  validators?: string[];\n  bankAccounts?: string[];\n};\n\nexport type DocumentCategory = AdministrativeDocumentCategory | FinanceDocumentCategory;\n\nexport type NewDocumentCategory = (\n  | Omit<FinanceDocumentCategory, 'id' | 'createdAt'>\n  | Omit<AdministrativeDocumentCategory, 'id' | 'createdAt'>\n) & {\n  createdAt?: undefined;\n  id?: undefined;\n};\n\nexport type FinanceDocumentLineCategory = {\n  createdAt: string;\n  branchId: string;\n  categoryId: string;\n  costCenterId?: string;\n  id: string;\n  title: string;\n  description: string;\n  associationMandatory: boolean;\n  glAccount: string;\n\n  isVehicleCategory?: boolean;\n  validationRulesConfigs?: ValidationRulesConfigs;\n};\n\nexport type NewFinanceDocumentLineCategory = Omit<FinanceDocumentLineCategory, 'id' | 'createdAt'>;\n\ntype BaseCostCenter = {\n  branchId: string;\n  name: string;\n  accountingCode?: string;\n};\n\nexport type CostCenter = BaseCostCenter & {\n  createdAt: string;\n  createdBy: string;\n  id: string;\n};\n\nexport type NewCostCenter = BaseCostCenter & {\n  createdAt?: undefined;\n  createdBy?: string;\n  id?: undefined;\n};\n"]}

package/lib/types/legacy.d.ts

@@ -8,6 +8,7 @@ export type FinanceLineV1 = {
         sales: {
             id: string;
             vehicleId: string;
+            opportunityId?: string;
             label: string;
         }[];
         purchases: {

package/lib/types/legacy.d.ts.map

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package/lib/types/legacy.js.map

@@ -1 +1 @@
-{"version":3,"file":"legacy.js","sourceRoot":"/","sources":["types/legacy.ts"],"names":[],"mappings":"","sourcesContent":["import { AttachmentValue } from '@bisondesk/commons-sdk/types';\n\nexport type FinanceLineV1 = {\n  associations: {\n    others: { vehicleId: string; label: string }[];\n    sales: { id: string; vehicleId: string; label: string }[];\n    purchases: { id: string; vehicleId: string; label: string }[];\n  };\n  description: string;\n  id: string;\n  lineCode: string;\n  quantity: string;\n  unitPriceExclusive: string;\n  vatCode: string;\n  vatCoefficient: string;\n};\n\nexport type FinanceDocumentV1 = {\n  id: string;\n  branchId: string;\n  version?: 1.0;\n\n  type: 'Sale Finance' | 'Purchase Finance';\n  subtype: 'Invoice' | 'Credit Note' | 'Proforma' | 'Purchase Order';\n  reference: string;\n\n  attachment: AttachmentValue;\n  lines: FinanceLineV1[];\n  accountingOnlyLines?: FinanceLineV1[];\n  notes?: string;\n\n  createdAt: string;\n  createdBy: string;\n  issueDate: string;\n  paidAt?: string;\n  dueDate?: string;\n\n  salesperson?: {\n    name: string;\n    username: string;\n  };\n\n  total: {\n    amountExcl: string;\n    amount: string;\n    vatAmount: string;\n  };\n\n  organizationSummary?: {\n    id: string;\n    code: string;\n    name: string;\n    country: string;\n    vatNumber?: string;\n\n    addressLine1?: string;\n    addressLine2?: string;\n    addressLine3?: string;\n    postcode?: string;\n    city?: string;\n\n    email?: string;\n    phone?: string;\n    fax?: string;\n  };\n};\n"]}
+{"version":3,"file":"legacy.js","sourceRoot":"/","sources":["types/legacy.ts"],"names":[],"mappings":"","sourcesContent":["import { AttachmentValue } from '@bisondesk/commons-sdk/types';\n\nexport type FinanceLineV1 = {\n  associations: {\n    others: { vehicleId: string; label: string }[];\n    sales: { id: string; vehicleId: string; opportunityId?: string; label: string }[];\n    purchases: { id: string; vehicleId: string; label: string }[];\n  };\n  description: string;\n  id: string;\n  lineCode: string;\n  quantity: string;\n  unitPriceExclusive: string;\n  vatCode: string;\n  vatCoefficient: string;\n};\n\nexport type FinanceDocumentV1 = {\n  id: string;\n  branchId: string;\n  version?: 1.0;\n\n  type: 'Sale Finance' | 'Purchase Finance';\n  subtype: 'Invoice' | 'Credit Note' | 'Proforma' | 'Purchase Order';\n  reference: string;\n\n  attachment: AttachmentValue;\n  lines: FinanceLineV1[];\n  accountingOnlyLines?: FinanceLineV1[];\n  notes?: string;\n\n  createdAt: string;\n  createdBy: string;\n  issueDate: string;\n  paidAt?: string;\n  dueDate?: string;\n\n  salesperson?: {\n    name: string;\n    username: string;\n  };\n\n  total: {\n    amountExcl: string;\n    amount: string;\n    vatAmount: string;\n  };\n\n  organizationSummary?: {\n    id: string;\n    code: string;\n    name: string;\n    country: string;\n    vatNumber?: string;\n\n    addressLine1?: string;\n    addressLine2?: string;\n    addressLine3?: string;\n    postcode?: string;\n    city?: string;\n\n    email?: string;\n    phone?: string;\n    fax?: string;\n  };\n};\n"]}

package/lib/utils/finance.d.ts

@@ -2,8 +2,8 @@ import { Decimal } from 'decimal.js';
 import { DocumentDraft, FinanceDocument, FinanceDocumentGenerateRequest, FinanceDocumentV2, NewDocumentDraft } from '../types/documents.js';
 export declare const documentGoesToAccounting: (doc: FinanceDocumentV2 | DocumentDraft<FinanceDocumentV2> | FinanceDocumentGenerateRequest) => boolean;
 export declare const getAccountingDescription: (doc: FinanceDocumentV2) => string;
-export declare const getTotalExcl: <T extends FinanceDocument["lines"]>(lines: T, unitPrice: (line: T[0]) => any) => Decimal;
-export declare const getTotalVat: <T extends FinanceDocument["lines"], L = T[0]>(lines: T, unitPrice: (doc: L) => any, vatCoefficient: (doc: L) => any) => Decimal;
+export declare const getTotalExcl: <T extends FinanceDocument["lines"]>(lines: T, unitPrice: (line: T[0], index: number) => any) => Decimal;
+export declare const getTotalVat: <T extends FinanceDocument["lines"], L = T[0]>(lines: T, unitPrice: (doc: L, index: number) => any, vatCoefficient: (doc: L, index: number) => any) => Decimal;
 export declare const getDocumentTotals: (doc: FinanceDocument | DocumentDraft<FinanceDocumentV2> | NewDocumentDraft<FinanceDocumentV2> | FinanceDocumentGenerateRequest) => {
     totalExcl: Decimal;
     totalVat: Decimal;
@@ -32,4 +32,5 @@ export declare const getLineAmounts: (unitPriceExcl: string, quantity: string, v
     vatAmount: string;
 };
 export declare const isGeneratingAttachment: (doc: FinanceDocument) => boolean;
+export declare const filterDocumentLinesForRecord: (doc: FinanceDocument, recordId: string) => FinanceDocument;
 //# sourceMappingURL=finance.d.ts.map

package/lib/utils/finance.d.ts.map

@@ -1 +1 @@
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package/lib/utils/finance.js

@@ -3,7 +3,7 @@ import { roundMoney } from '@bisondesk/commons-sdk/money';
 import { Decimal } from 'decimal.js';
 import { uniqBy } from 'lodash-es';
 import { GENERATING_PLACEHOLDER_ATTACHMENT } from '../constants/index.js';
-import { FinanceDocumentSubtype, isFinanceDocumentV1, } from '../types/documents.js';
+import { FinanceDocumentSubtype, isFinanceDocumentV1, isFinanceDocumentV2, } from '../types/documents.js';
 export const documentGoesToAccounting = (doc) => {
     return (!!doc.subtype &&
         [FinanceDocumentSubtype.Invoice, FinanceDocumentSubtype.CreditNote].includes(doc.subtype));
@@ -36,12 +36,12 @@ export const getAccountingDescription = (doc) => {
 export const getTotalExcl = (lines, unitPrice) => {
     return lines.length === 0
         ? new Decimal(0)
-        : Decimal.sum(...lines.map((line) => Decimal.mul(line.quantity, unitPrice(line))));
+        : Decimal.sum(...lines.map((line, i) => Decimal.mul(line.quantity, unitPrice(line, i))));
 };
 export const getTotalVat = (lines, unitPrice, vatCoefficient) => {
     return lines.length === 0
         ? new Decimal(0)
-        : Decimal.sum(...lines.map((line) => Decimal.mul(line.quantity, unitPrice(line)).mul(vatCoefficient(line))));
+        : Decimal.sum(...lines.map((line, i) => Decimal.mul(line.quantity, unitPrice(line, i)).mul(vatCoefficient(line, i))));
 };
 export const getDocumentTotals = (doc) => {
     let totalVat;
@@ -100,4 +100,32 @@ export const getLineAmounts = (unitPriceExcl, quantity, vatRate) => {
     };
 };
 export const isGeneratingAttachment = (doc) => doc.attachment.id === GENERATING_PLACEHOLDER_ATTACHMENT.id;
+export const filterDocumentLinesForRecord = (doc, recordId) => {
+    const filteredLines = isFinanceDocumentV2(doc)
+        ? doc.lines
+            .filter((line) => line.associations?.some((assoc) => assoc.recordId === recordId))
+            .map((line) => ({
+            ...line,
+            unitPriceExcl: calculateDistributedPrice(line.unitPriceExcl, line.associations?.length || 1),
+        }))
+        : doc.lines
+            .filter((line) => getAllV1Associations(line.associations).some((assoc) => assoc.vehicleId === recordId ||
+            assoc.opportunityId === recordId ||
+            assoc.id === recordId))
+            .map((line) => ({
+            ...line,
+            unitPriceExclusive: calculateDistributedPrice(line.unitPriceExclusive, getAllV1Associations(line.associations).length || 1),
+        }));
+    return {
+        ...doc,
+        lines: filteredLines,
+    };
+};
+const calculateDistributedPrice = (price, count) => {
+    return new Decimal(price).div(Math.max(1, count)).toString();
+};
+const getAllV1Associations = (ass) => {
+    const allAss = uniqBy([...(ass?.sales ?? []), ...(ass?.purchases ?? []), ...(ass.others ?? [])], (ass) => ass.vehicleId);
+    return allAss;
+};
 //# sourceMappingURL=finance.js.map

package/lib/utils/finance.js.map

@@ -1 +1 @@
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{ BusinessEntityIds } from '@bisondesk/commons-sdk/constants';\nimport { roundMoney } from '@bisondesk/commons-sdk/money';\nimport { Decimal } from 'decimal.js';\nimport { uniqBy } from 'lodash-es';\nimport { GENERATING_PLACEHOLDER_ATTACHMENT } from '../constants/index.js';\nimport {\n  Association,\n  DocumentDraft,\n  FinanceDocument,\n  FinanceDocumentGenerateRequest,\n  FinanceDocumentLine,\n  FinanceDocumentSubtype,\n  FinanceDocumentV2,\n  NewDocumentDraft,\n  isFinanceDocumentV1,\n} from '../types/documents.js';\nimport { FinanceDocumentV1, FinanceLineV1 } from '../types/legacy.js';\n\nexport const documentGoesToAccounting = (\n  doc: FinanceDocumentV2 | DocumentDraft<FinanceDocumentV2> | FinanceDocumentGenerateRequest\n): boolean => {\n  return (\n    !!doc.subtype &&\n    [FinanceDocumentSubtype.Invoice, FinanceDocumentSubtype.CreditNote].includes(doc.subtype)\n  );\n};\n\nexport const getAccountingDescription = (doc: FinanceDocumentV2): string => {\n  if (!!doc.accountingDescription) {\n    return doc.accountingDescription;\n  }\n\n  const associations = doc.lines\n    ?.flatMap((line) => line.associations ?? [])\n    .filter(Boolean) as Association[];\n\n  // In the UI the user can only select one vehicle associations\n  const equivalentEntityIds = {\n    [BusinessEntityIds.ExternalVehicleSale]: BusinessEntityIds.Vehicles,\n  };\n\n  const uniqueAssociations = uniqBy(\n    associations,\n    (a) => `${equivalentEntityIds[a.businessEntityId] ?? a.businessEntityId}_${a.recordId}`\n  );\n\n  if (uniqueAssociations.length !== 1) {\n    return doc.reference;\n  }\n\n  const firstAssociation = associations[0];\n  if (\n    [\n      BusinessEntityIds.Vehicles,\n      BusinessEntityIds.Opportunities,\n      BusinessEntityIds.ExternalVehicleSale,\n    ].includes(firstAssociation.businessEntityId) &&\n    firstAssociation.tags != null\n  ) {\n    return `${firstAssociation.tags?.slice(0, 3).join(' ')} ${doc.reference}`.trim();\n  }\n\n  return doc.reference;\n};\n\nexport const getTotalExcl = <T extends FinanceDocument['lines']>(\n  lines: T,\n  unitPrice: (line: T[0]) => any\n) => {\n  return lines.length === 0\n    ? new Decimal(0)\n    : Decimal.sum(...lines.map((line) => Decimal.mul(line.quantity, unitPrice(line))));\n};\n\nexport const getTotalVat = <T extends FinanceDocument['lines'], L = T[0]>(\n  lines: T,\n  unitPrice: (doc: L) => any,\n  vatCoefficient: (doc: L) => any\n) => {\n  return lines.length === 0\n    ? new Decimal(0)\n    : Decimal.sum(\n        ...lines.map((line) =>\n          Decimal.mul(line.quantity, unitPrice(line)).mul(vatCoefficient(line))\n        )\n      );\n};\n\nexport const getDocumentTotals = (\n  doc:\n    | FinanceDocument\n    | DocumentDraft<FinanceDocumentV2>\n    | NewDocumentDraft<FinanceDocumentV2>\n    | FinanceDocumentGenerateRequest\n) => {\n  let totalVat: Decimal;\n  let totalExcl: Decimal;\n\n  if (isFinanceDocumentV1(doc as FinanceDocumentV1)) {\n    const lines = (doc as FinanceDocumentV1).lines;\n    const getUnitPriceExclusive = (line: FinanceLineV1) => line.unitPriceExclusive;\n\n    totalVat = getTotalVat(lines, getUnitPriceExclusive, (line) => line.vatCoefficient);\n    totalExcl = getTotalExcl(lines, getUnitPriceExclusive);\n  } else {\n    const lines = (doc as FinanceDocumentV2).lines ?? [];\n    const getUnitPriceExcl = (line: FinanceDocumentLine) => line.unitPriceExcl;\n\n    totalVat = getTotalVat(lines, getUnitPriceExcl, (line) =>\n      new Decimal(line.vatPercentage).div(100)\n    );\n    totalExcl = getTotalExcl(lines, getUnitPriceExcl);\n  }\n\n  return {\n    totalExcl,\n    totalVat,\n    subTotal: totalExcl.add(totalVat),\n  };\n};\n\nexport const getRoundedDocumentTotal = (\n  doc:\n    | FinanceDocument\n    | DocumentDraft<FinanceDocumentV2>\n    | NewDocumentDraft<FinanceDocumentV2>\n    | FinanceDocumentGenerateRequest,\n  currencyCode?: string,\n  foreignCurrency?: {\n    currencyCode: string;\n    exchangeRate: string;\n  }\n) => {\n  const { subTotal, totalExcl, totalVat } = getDocumentTotals(doc);\n  const rate = foreignCurrency?.exchangeRate ?? '1';\n  const subTotalForeign = subTotal.div(rate).toString();\n  const totalExclForeign = totalExcl.div(rate).toString();\n  const totalVatForeign = totalVat.div(rate).toString();\n\n  return {\n    amount: roundMoney(subTotal).toString(),\n    amountExcl: roundMoney(totalExcl).toString(),\n    vatAmount: roundMoney(totalVat).toString(),\n    currencyCode: currencyCode ?? 'EUR',\n    foreign: foreignCurrency\n      ? {\n          amount: roundMoney(subTotalForeign).toString(),\n          amountExcl: roundMoney(totalExclForeign).toString(),\n          vatAmount: roundMoney(totalVatForeign).toString(),\n          currencyCode: foreignCurrency.currencyCode,\n          exchangeRate: foreignCurrency.exchangeRate,\n        }\n      : undefined,\n  };\n};\n\nconst getAmountExcl = (unitPriceExcl: string, quantity: string) =>\n  new Decimal(unitPriceExcl).times(new Decimal(quantity));\n\nexport const getLineAmounts = (unitPriceExcl: string, quantity: string, vatRate: string) => {\n  const amountExcl = getAmountExcl(unitPriceExcl, quantity);\n  const vatAmount = new Decimal(quantity)\n    .times(new Decimal(unitPriceExcl))\n    .times(new Decimal(vatRate).div(100));\n\n  return {\n    amount: amountExcl.add(vatAmount).toString(),\n    amountExcl: amountExcl.toString(),\n    unitPriceExcl,\n    vatAmount: vatAmount.toString(),\n  };\n};\n\nexport const isGeneratingAttachment = (doc: FinanceDocument) =>\n  doc.attachment.id === GENERATING_PLACEHOLDER_ATTACHMENT.id;\n"]}
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{ BusinessEntityIds } from '@bisondesk/commons-sdk/constants';\nimport { roundMoney } from '@bisondesk/commons-sdk/money';\nimport { Decimal } from 'decimal.js';\nimport { uniqBy } from 'lodash-es';\nimport { GENERATING_PLACEHOLDER_ATTACHMENT } from '../constants/index.js';\nimport {\n  Association,\n  DocumentDraft,\n  FinanceDocument,\n  FinanceDocumentGenerateRequest,\n  FinanceDocumentLine,\n  FinanceDocumentSubtype,\n  FinanceDocumentV2,\n  isFinanceDocumentV1,\n  isFinanceDocumentV2,\n  NewDocumentDraft,\n} from '../types/documents.js';\nimport { FinanceDocumentV1, FinanceLineV1 } from '../types/legacy.js';\n\nexport const documentGoesToAccounting = (\n  doc: FinanceDocumentV2 | DocumentDraft<FinanceDocumentV2> | FinanceDocumentGenerateRequest\n): boolean => {\n  return (\n    !!doc.subtype &&\n    [FinanceDocumentSubtype.Invoice, FinanceDocumentSubtype.CreditNote].includes(doc.subtype)\n  );\n};\n\nexport const getAccountingDescription = (doc: FinanceDocumentV2): string => {\n  if (!!doc.accountingDescription) {\n    return doc.accountingDescription;\n  }\n\n  const associations = doc.lines\n    ?.flatMap((line) => line.associations ?? [])\n    .filter(Boolean) as Association[];\n\n  // In the UI the user can only select one vehicle associations\n  const equivalentEntityIds = {\n    [BusinessEntityIds.ExternalVehicleSale]: BusinessEntityIds.Vehicles,\n  };\n\n  const uniqueAssociations = uniqBy(\n    associations,\n    (a) => `${equivalentEntityIds[a.businessEntityId] ?? a.businessEntityId}_${a.recordId}`\n  );\n\n  if (uniqueAssociations.length !== 1) {\n    return doc.reference;\n  }\n\n  const firstAssociation = associations[0];\n  if (\n    [\n      BusinessEntityIds.Vehicles,\n      BusinessEntityIds.Opportunities,\n      BusinessEntityIds.ExternalVehicleSale,\n    ].includes(firstAssociation.businessEntityId) &&\n    firstAssociation.tags != null\n  ) {\n    return `${firstAssociation.tags?.slice(0, 3).join(' ')} ${doc.reference}`.trim();\n  }\n\n  return doc.reference;\n};\n\nexport const getTotalExcl = <T extends FinanceDocument['lines']>(\n  lines: T,\n  unitPrice: (line: T[0], index: number) => any\n) => {\n  return lines.length === 0\n    ? new Decimal(0)\n    : Decimal.sum(...lines.map((line, i) => Decimal.mul(line.quantity, unitPrice(line, i))));\n};\n\nexport const getTotalVat = <T extends FinanceDocument['lines'], L = T[0]>(\n  lines: T,\n  unitPrice: (doc: L, index: number) => any,\n  vatCoefficient: (doc: L, index: number) => any\n) => {\n  return lines.length === 0\n    ? new Decimal(0)\n    : Decimal.sum(\n        ...lines.map((line, i) =>\n          Decimal.mul(line.quantity, unitPrice(line, i)).mul(vatCoefficient(line, i))\n        )\n      );\n};\n\nexport const getDocumentTotals = (\n  doc:\n    | FinanceDocument\n    | DocumentDraft<FinanceDocumentV2>\n    | NewDocumentDraft<FinanceDocumentV2>\n    | FinanceDocumentGenerateRequest\n) => {\n  let totalVat: Decimal;\n  let totalExcl: Decimal;\n\n  if (isFinanceDocumentV1(doc as FinanceDocumentV1)) {\n    const lines = (doc as FinanceDocumentV1).lines;\n    const getUnitPriceExclusive = (line: FinanceLineV1) => line.unitPriceExclusive;\n\n    totalVat = getTotalVat(lines, getUnitPriceExclusive, (line) => line.vatCoefficient);\n    totalExcl = getTotalExcl(lines, getUnitPriceExclusive);\n  } else {\n    const lines = (doc as FinanceDocumentV2).lines ?? [];\n    const getUnitPriceExcl = (line: FinanceDocumentLine) => line.unitPriceExcl;\n\n    totalVat = getTotalVat(lines, getUnitPriceExcl, (line) =>\n      new Decimal(line.vatPercentage).div(100)\n    );\n    totalExcl = getTotalExcl(lines, getUnitPriceExcl);\n  }\n\n  return {\n    totalExcl,\n    totalVat,\n    subTotal: totalExcl.add(totalVat),\n  };\n};\n\nexport const getRoundedDocumentTotal = (\n  doc:\n    | FinanceDocument\n    | DocumentDraft<FinanceDocumentV2>\n    | NewDocumentDraft<FinanceDocumentV2>\n    | FinanceDocumentGenerateRequest,\n  currencyCode?: string,\n  foreignCurrency?: {\n    currencyCode: string;\n    exchangeRate: string;\n  }\n) => {\n  const { subTotal, totalExcl, totalVat } = getDocumentTotals(doc);\n  const rate = foreignCurrency?.exchangeRate ?? '1';\n  const subTotalForeign = subTotal.div(rate).toString();\n  const totalExclForeign = totalExcl.div(rate).toString();\n  const totalVatForeign = totalVat.div(rate).toString();\n\n  return {\n    amount: roundMoney(subTotal).toString(),\n    amountExcl: roundMoney(totalExcl).toString(),\n    vatAmount: roundMoney(totalVat).toString(),\n    currencyCode: currencyCode ?? 'EUR',\n    foreign: foreignCurrency\n      ? {\n          amount: roundMoney(subTotalForeign).toString(),\n          amountExcl: roundMoney(totalExclForeign).toString(),\n          vatAmount: roundMoney(totalVatForeign).toString(),\n          currencyCode: foreignCurrency.currencyCode,\n          exchangeRate: foreignCurrency.exchangeRate,\n        }\n      : undefined,\n  };\n};\n\nconst getAmountExcl = (unitPriceExcl: string, quantity: string) =>\n  new Decimal(unitPriceExcl).times(new Decimal(quantity));\n\nexport const getLineAmounts = (unitPriceExcl: string, quantity: string, vatRate: string) => {\n  const amountExcl = getAmountExcl(unitPriceExcl, quantity);\n  const vatAmount = new Decimal(quantity)\n    .times(new Decimal(unitPriceExcl))\n    .times(new Decimal(vatRate).div(100));\n\n  return {\n    amount: amountExcl.add(vatAmount).toString(),\n    amountExcl: amountExcl.toString(),\n    unitPriceExcl,\n    vatAmount: vatAmount.toString(),\n  };\n};\n\nexport const isGeneratingAttachment = (doc: FinanceDocument) =>\n  doc.attachment.id === GENERATING_PLACEHOLDER_ATTACHMENT.id;\n\n// returns a new finance document where\n// - all lines are filtered by the recordId\n// - the unit price is divided by the number of associations\nexport const filterDocumentLinesForRecord = (\n  doc: FinanceDocument,\n  recordId: string // vehicleId, opportunityId, or externalVehicleSaleId\n): FinanceDocument => {\n  const filteredLines = isFinanceDocumentV2(doc)\n    ? doc.lines\n        .filter((line) => line.associations?.some((assoc) => assoc.recordId === recordId))\n        .map((line) => ({\n          ...line,\n          unitPriceExcl: calculateDistributedPrice(\n            line.unitPriceExcl,\n            line.associations?.length || 1\n          ),\n        }))\n    : doc.lines\n        .filter((line) =>\n          getAllV1Associations(line.associations).some(\n            (assoc) =>\n              assoc.vehicleId === recordId ||\n              (assoc as FinanceLineV1['associations']['sales'][0]).opportunityId === recordId ||\n              (assoc as FinanceLineV1['associations']['sales'][0]).id === recordId\n          )\n        )\n        .map((line) => ({\n          ...line,\n          unitPriceExclusive: calculateDistributedPrice(\n            line.unitPriceExclusive,\n            getAllV1Associations(line.associations).length || 1\n          ),\n        }));\n\n  return {\n    ...doc,\n    lines: filteredLines,\n  } as FinanceDocument;\n};\n\nconst calculateDistributedPrice = (price: string, count: number): string => {\n  return new Decimal(price).div(Math.max(1, count)).toString();\n};\n\nconst getAllV1Associations = (ass: FinanceLineV1['associations']) => {\n  const allAss = uniqBy(\n    [...(ass?.sales ?? []), ...(ass?.purchases ?? []), ...(ass.others ?? [])],\n    (ass) => ass.vehicleId\n  );\n  return allAss;\n};\n"]}

package/package.json

@@ -1,6 +1,6 @@
 {
   "name": "@bisondesk/documents-sdk",
-  "version": "1.0.441",
+  "version": "1.0.443",
   "description": "",
   "type": "module",
   "scripts": {

package/src/apis/document-drafts.ts

@@ -1,10 +1,12 @@
 import { TENANT_ID_ADMIN_HEADER } from '@bisondesk/commons-sdk/constants';
 import { XError } from '@bisondesk/commons-sdk/errors';
 import { getAdminAuth } from '@bisondesk/commons-sdk/fetch';
+import { TransactionType } from '@bisondesk/commons-sdk/types';
 import fetch, { Response } from 'node-fetch';
 import {
   CostCenter,
   DocumentCategory,
+  DocumentCategoryType,
   FinanceDocumentLineCategory,
 } from '../types/document-categories.js';
 import { DocumentValidationRulesResults } from '../types/documents.js';
@@ -39,6 +41,42 @@ export const getDocumentCategory = async <T extends DocumentCategory>(
   });
 };
 
+export const listDocumentCategories = async <T extends DocumentCategory>(
+  tenantId: string,
+  branchId: string,
+  filter: {
+    type: DocumentCategoryType;
+    transactionType?: TransactionType;
+  }
+): Promise<T[]> => {
+  const auth = await getAdminAuth();
+  const response: Response = await fetch(
+    `${
+      process.env.DOCUMENT_DRAFTS_API_ORIGIN
+    }/api/documents/settings/${branchId}/document-categories?type=${filter.type}${
+      filter.transactionType ? '&transactionType=' + filter.transactionType : ''
+    }`,
+    {
+      headers: {
+        Authorization: auth,
+        [TENANT_ID_ADMIN_HEADER]: tenantId,
+      },
+    }
+  );
+
+  if (response.status === 200) {
+    return response.json() as any;
+  }
+
+  const body = await response.text();
+  throw new XError('documents-sdk.drafts.list-doc-categories-fail', {
+    tenantId,
+    branchId,
+    response: body,
+    status: response.status,
+  });
+};
+
 export const listFinanceLineCategories = async (
   tenantId: string,
   branchId: string,
@@ -69,6 +107,34 @@ export const listFinanceLineCategories = async (
   });
 };
 
+export const listVehicleFinanceLineCategories = async (
+  tenantId: string,
+  branchId: string
+): Promise<FinanceDocumentLineCategory[]> => {
+  const auth = await getAdminAuth();
+  const response: Response = await fetch(
+    `${process.env.DOCUMENT_DRAFTS_API_ORIGIN}/api/documents/settings/${branchId}/vehicle-line-categories`,
+    {
+      headers: {
+        Authorization: auth,
+        [TENANT_ID_ADMIN_HEADER]: tenantId,
+      },
+    }
+  );
+
+  if (response.status === 200) {
+    return response.json() as any;
+  }
+
+  const body = await response.text();
+  throw new XError('documents-sdk.drafts.get-vehicle-lines-categories-fail', {
+    tenantId,
+    branchId,
+    response: body,
+    status: response.status,
+  });
+};
+
 export const listCostCenters = async (
   tenantId: string,
   branchId: string

package/src/types/document-categories.ts

@@ -55,6 +55,7 @@ export type FinanceDocumentLineCategory = {
   associationMandatory: boolean;
   glAccount: string;
 
+  isVehicleCategory?: boolean;
   validationRulesConfigs?: ValidationRulesConfigs;
 };
 

package/src/types/legacy.ts

@@ -3,7 +3,7 @@ import { AttachmentValue } from '@bisondesk/commons-sdk/types';
 export type FinanceLineV1 = {
   associations: {
     others: { vehicleId: string; label: string }[];
-    sales: { id: string; vehicleId: string; label: string }[];
+    sales: { id: string; vehicleId: string; opportunityId?: string; label: string }[];
     purchases: { id: string; vehicleId: string; label: string }[];
   };
   description: string;

package/src/utils/finance.ts

@@ -11,8 +11,9 @@ import {
   FinanceDocumentLine,
   FinanceDocumentSubtype,
   FinanceDocumentV2,
-  NewDocumentDraft,
   isFinanceDocumentV1,
+  isFinanceDocumentV2,
+  NewDocumentDraft,
 } from '../types/documents.js';
 import { FinanceDocumentV1, FinanceLineV1 } from '../types/legacy.js';
 
@@ -65,23 +66,23 @@ export const getAccountingDescription = (doc: FinanceDocumentV2): string => {
 
 export const getTotalExcl = <T extends FinanceDocument['lines']>(
   lines: T,
-  unitPrice: (line: T[0]) => any
+  unitPrice: (line: T[0], index: number) => any
 ) => {
   return lines.length === 0
     ? new Decimal(0)
-    : Decimal.sum(...lines.map((line) => Decimal.mul(line.quantity, unitPrice(line))));
+    : Decimal.sum(...lines.map((line, i) => Decimal.mul(line.quantity, unitPrice(line, i))));
 };
 
 export const getTotalVat = <T extends FinanceDocument['lines'], L = T[0]>(
   lines: T,
-  unitPrice: (doc: L) => any,
-  vatCoefficient: (doc: L) => any
+  unitPrice: (doc: L, index: number) => any,
+  vatCoefficient: (doc: L, index: number) => any
 ) => {
   return lines.length === 0
     ? new Decimal(0)
     : Decimal.sum(
-        ...lines.map((line) =>
-          Decimal.mul(line.quantity, unitPrice(line)).mul(vatCoefficient(line))
+        ...lines.map((line, i) =>
+          Decimal.mul(line.quantity, unitPrice(line, i)).mul(vatCoefficient(line, i))
         )
       );
 };
@@ -173,3 +174,55 @@ export const getLineAmounts = (unitPriceExcl: string, quantity: string, vatRate:
 
 export const isGeneratingAttachment = (doc: FinanceDocument) =>
   doc.attachment.id === GENERATING_PLACEHOLDER_ATTACHMENT.id;
+
+// returns a new finance document where
+// - all lines are filtered by the recordId
+// - the unit price is divided by the number of associations
+export const filterDocumentLinesForRecord = (
+  doc: FinanceDocument,
+  recordId: string // vehicleId, opportunityId, or externalVehicleSaleId
+): FinanceDocument => {
+  const filteredLines = isFinanceDocumentV2(doc)
+    ? doc.lines
+        .filter((line) => line.associations?.some((assoc) => assoc.recordId === recordId))
+        .map((line) => ({
+          ...line,
+          unitPriceExcl: calculateDistributedPrice(
+            line.unitPriceExcl,
+            line.associations?.length || 1
+          ),
+        }))
+    : doc.lines
+        .filter((line) =>
+          getAllV1Associations(line.associations).some(
+            (assoc) =>
+              assoc.vehicleId === recordId ||
+              (assoc as FinanceLineV1['associations']['sales'][0]).opportunityId === recordId ||
+              (assoc as FinanceLineV1['associations']['sales'][0]).id === recordId
+          )
+        )
+        .map((line) => ({
+          ...line,
+          unitPriceExclusive: calculateDistributedPrice(
+            line.unitPriceExclusive,
+            getAllV1Associations(line.associations).length || 1
+          ),
+        }));
+
+  return {
+    ...doc,
+    lines: filteredLines,
+  } as FinanceDocument;
+};
+
+const calculateDistributedPrice = (price: string, count: number): string => {
+  return new Decimal(price).div(Math.max(1, count)).toString();
+};
+
+const getAllV1Associations = (ass: FinanceLineV1['associations']) => {
+  const allAss = uniqBy(
+    [...(ass?.sales ?? []), ...(ass?.purchases ?? []), ...(ass.others ?? [])],
+    (ass) => ass.vehicleId
+  );
+  return allAss;
+};