@bisondesk/documents-sdk 1.0.442 → 1.0.443

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Files changed (24) hide show
  1. package/lib/apis/document-drafts.d.ts +7 -1
  2. package/lib/apis/document-drafts.d.ts.map +1 -1
  3. package/lib/apis/document-drafts.js +38 -0
  4. package/lib/apis/document-drafts.js.map +1 -1
  5. package/lib/constants/index.d.ts.map +1 -1
  6. package/lib/constants/index.js +0 -2
  7. package/lib/constants/index.js.map +1 -1
  8. package/lib/types/document-categories.d.ts +1 -0
  9. package/lib/types/document-categories.d.ts.map +1 -1
  10. package/lib/types/document-categories.js.map +1 -1
  11. package/lib/types/legacy.d.ts +1 -0
  12. package/lib/types/legacy.d.ts.map +1 -1
  13. package/lib/types/legacy.js.map +1 -1
  14. package/lib/utils/finance.d.ts +3 -2
  15. package/lib/utils/finance.d.ts.map +1 -1
  16. package/lib/utils/finance.js +31 -3
  17. package/lib/utils/finance.js.map +1 -1
  18. package/package.json +1 -1
  19. package/src/apis/document-drafts.ts +66 -0
  20. package/src/constants/index.ts +0 -2
  21. package/src/types/document-categories.ts +1 -0
  22. package/src/types/legacy.ts +1 -1
  23. package/src/utils/finance.ts +60 -7
  24. package/tsconfig.tsbuildinfo +1 -1
package/lib/apis/document-drafts.d.ts CHANGED
@@ -1,7 +1,13 @@
1
- import { CostCenter, DocumentCategory, FinanceDocumentLineCategory } from '../types/document-categories.js';
1
+ import { TransactionType } from '@bisondesk/commons-sdk/types';
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+ import { CostCenter, DocumentCategory, DocumentCategoryType, FinanceDocumentLineCategory } from '../types/document-categories.js';
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  import { DocumentValidationRulesResults } from '../types/documents.js';
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  export declare const getDocumentCategory: <T extends DocumentCategory>(tenantId: string, branchId: string, docCategoryId: string) => Promise<T | undefined>;
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+ export declare const listDocumentCategories: <T extends DocumentCategory>(tenantId: string, branchId: string, filter: {
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+ type: DocumentCategoryType;
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+ transactionType?: TransactionType;
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+ }) => Promise<T[]>;
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  export declare const listFinanceLineCategories: (tenantId: string, branchId: string, docCategoryId: string) => Promise<FinanceDocumentLineCategory[]>;
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+ export declare const listVehicleFinanceLineCategories: (tenantId: string, branchId: string) => Promise<FinanceDocumentLineCategory[]>;
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  export declare const listCostCenters: (tenantId: string, branchId: string) => Promise<CostCenter[]>;
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  export declare const getLastValidationRulesResults: (tenantId: string, documentId: string) => Promise<DocumentValidationRulesResults>;
7
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  //# sourceMappingURL=document-drafts.d.ts.map
package/lib/apis/document-drafts.d.ts.map CHANGED
@@ -1 +1 @@
1
- {"version":3,"file":"document-drafts.d.ts","sourceRoot":"/","sources":["apis/document-drafts.ts"],"names":[],"mappings":"AAIA,OAAO,EACL,UAAU,EACV,gBAAgB,EAChB,2BAA2B,EAC5B,MAAM,iCAAiC,CAAC;AACzC,OAAO,EAAE,8BAA8B,EAAE,MAAM,uBAAuB,CAAC;AAEvE,eAAO,MAAM,mBAAmB,GAAU,CAAC,SAAS,gBAAgB,YACxD,MAAM,YACN,MAAM,iBACD,MAAM,KACpB,OAAO,CAAC,CAAC,GAAG,SAAS,CAwBvB,CAAC;AAEF,eAAO,MAAM,yBAAyB,aAC1B,MAAM,YACN,MAAM,iBACD,MAAM,KACpB,OAAO,CAAC,2BAA2B,EAAE,CAwBvC,CAAC;AAEF,eAAO,MAAM,eAAe,aAChB,MAAM,YACN,MAAM,KACf,OAAO,CAAC,UAAU,EAAE,CAuBtB,CAAC;AAEF,eAAO,MAAM,6BAA6B,aAC9B,MAAM,cACJ,MAAM,KACjB,OAAO,CAAC,8BAA8B,CAuBxC,CAAC"}
1
+ {"version":3,"file":"document-drafts.d.ts","sourceRoot":"/","sources":["apis/document-drafts.ts"],"names":[],"mappings":"AAGA,OAAO,EAAE,eAAe,EAAE,MAAM,8BAA8B,CAAC;AAE/D,OAAO,EACL,UAAU,EACV,gBAAgB,EAChB,oBAAoB,EACpB,2BAA2B,EAC5B,MAAM,iCAAiC,CAAC;AACzC,OAAO,EAAE,8BAA8B,EAAE,MAAM,uBAAuB,CAAC;AAEvE,eAAO,MAAM,mBAAmB,GAAU,CAAC,SAAS,gBAAgB,YACxD,MAAM,YACN,MAAM,iBACD,MAAM,KACpB,OAAO,CAAC,CAAC,GAAG,SAAS,CAwBvB,CAAC;AAEF,eAAO,MAAM,sBAAsB,GAAU,CAAC,SAAS,gBAAgB,YAC3D,MAAM,YACN,MAAM,UACR;IACN,IAAI,EAAE,oBAAoB,CAAC;IAC3B,eAAe,CAAC,EAAE,eAAe,CAAC;CACnC,KACA,OAAO,CAAC,CAAC,EAAE,CA2Bb,CAAC;AAEF,eAAO,MAAM,yBAAyB,aAC1B,MAAM,YACN,MAAM,iBACD,MAAM,KACpB,OAAO,CAAC,2BAA2B,EAAE,CAwBvC,CAAC;AAEF,eAAO,MAAM,gCAAgC,aACjC,MAAM,YACN,MAAM,KACf,OAAO,CAAC,2BAA2B,EAAE,CAuBvC,CAAC;AAEF,eAAO,MAAM,eAAe,aAChB,MAAM,YACN,MAAM,KACf,OAAO,CAAC,UAAU,EAAE,CAuBtB,CAAC;AAEF,eAAO,MAAM,6BAA6B,aAC9B,MAAM,cACJ,MAAM,KACjB,OAAO,CAAC,8BAA8B,CAuBxC,CAAC"}
package/lib/apis/document-drafts.js CHANGED
@@ -22,6 +22,25 @@ export const getDocumentCategory = async (tenantId, branchId, docCategoryId) =>
22
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  status: response.status,
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  });
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  };
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+ export const listDocumentCategories = async (tenantId, branchId, filter) => {
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+ const auth = await getAdminAuth();
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+ const response = await fetch(`${process.env.DOCUMENT_DRAFTS_API_ORIGIN}/api/documents/settings/${branchId}/document-categories?type=${filter.type}${filter.transactionType ? '&transactionType=' + filter.transactionType : ''}`, {
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+ headers: {
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+ Authorization: auth,
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+ [TENANT_ID_ADMIN_HEADER]: tenantId,
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+ },
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+ });
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+ if (response.status === 200) {
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+ return response.json();
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+ }
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+ const body = await response.text();
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+ throw new XError('documents-sdk.drafts.list-doc-categories-fail', {
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+ tenantId,
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+ branchId,
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+ response: body,
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+ status: response.status,
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+ });
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+ };
25
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  export const listFinanceLineCategories = async (tenantId, branchId, docCategoryId) => {
26
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  const auth = await getAdminAuth();
27
46
  const response = await fetch(`${process.env.DOCUMENT_DRAFTS_API_ORIGIN}/api/documents/settings/${branchId}/document-categories/${docCategoryId}/line-categories`, {
@@ -42,6 +61,25 @@ export const listFinanceLineCategories = async (tenantId, branchId, docCategoryI
42
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  status: response.status,
43
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  });
44
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  };
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+ export const listVehicleFinanceLineCategories = async (tenantId, branchId) => {
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+ const auth = await getAdminAuth();
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+ const response = await fetch(`${process.env.DOCUMENT_DRAFTS_API_ORIGIN}/api/documents/settings/${branchId}/vehicle-line-categories`, {
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+ headers: {
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+ Authorization: auth,
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+ [TENANT_ID_ADMIN_HEADER]: tenantId,
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+ },
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+ });
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+ if (response.status === 200) {
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+ return response.json();
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+ }
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+ const body = await response.text();
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+ throw new XError('documents-sdk.drafts.get-vehicle-lines-categories-fail', {
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+ tenantId,
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+ branchId,
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+ response: body,
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+ status: response.status,
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+ });
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+ };
45
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  export const listCostCenters = async (tenantId, branchId) => {
46
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  const auth = await getAdminAuth();
47
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  const response = await fetch(`${process.env.DOCUMENT_DRAFTS_API_ORIGIN}/api/documents/settings/${branchId}/cost-centers`, {
package/lib/apis/document-drafts.js.map CHANGED
@@ -1 +1 @@
1
- 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{ TENANT_ID_ADMIN_HEADER } from '@bisondesk/commons-sdk/constants';\nimport { XError } from '@bisondesk/commons-sdk/errors';\nimport { getAdminAuth } from '@bisondesk/commons-sdk/fetch';\nimport fetch, { Response } from 'node-fetch';\nimport {\n CostCenter,\n DocumentCategory,\n FinanceDocumentLineCategory,\n} from '../types/document-categories.js';\nimport { DocumentValidationRulesResults } from '../types/documents.js';\n\nexport const getDocumentCategory = async <T extends DocumentCategory>(\n tenantId: string,\n branchId: string,\n docCategoryId: string\n): Promise<T | undefined> => {\n const auth = await getAdminAuth();\n const response: Response = await fetch(\n `${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/${documentId}`,\n {\n headers: {\n Authorization: auth,\n [TENANT_ID_ADMIN_HEADER]: tenantId,\n },\n }\n );\n\n if (response.status === 200) {\n return response.json() as any;\n }\n\n const body = await response.text();\n throw new XError('documents-sdk.drafts.get-validation-results-fail', {\n tenantId,\n documentId,\n response: body,\n status: response.status,\n });\n};\n"]}
1
+ 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{ TENANT_ID_ADMIN_HEADER } from '@bisondesk/commons-sdk/constants';\nimport { XError } from '@bisondesk/commons-sdk/errors';\nimport { getAdminAuth } from '@bisondesk/commons-sdk/fetch';\nimport { TransactionType } from '@bisondesk/commons-sdk/types';\nimport fetch, { Response } from 'node-fetch';\nimport {\n CostCenter,\n DocumentCategory,\n DocumentCategoryType,\n FinanceDocumentLineCategory,\n} from '../types/document-categories.js';\nimport { DocumentValidationRulesResults } from '../types/documents.js';\n\nexport const getDocumentCategory = async <T extends DocumentCategory>(\n tenantId: string,\n branchId: string,\n docCategoryId: string\n): Promise<T | undefined> => {\n const auth = await getAdminAuth();\n const response: Response = await fetch(\n `${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/constants/index.d.ts.map CHANGED
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package/lib/constants/index.js CHANGED
@@ -14,8 +14,6 @@ export const DEFAULT_DOCUMENT_ROLES = [
14
14
  AppRoles.GeneralManager,
15
15
  AppRoles.SalesManager,
16
16
  AppRoles.SeniorAccountant,
17
- AppRoles.Commercial,
18
- AppRoles.Purchaser,
19
17
  ];
20
18
  export const SALE_USED_VEHICLES_DOC_CATEGORY_ID = 'used_vehicles_sale';
21
19
  export const SALE_USED_VEHICLES_COST_CENTER_ID = 'USED';
package/lib/constants/index.js.map CHANGED
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package/lib/types/document-categories.d.ts CHANGED
@@ -43,6 +43,7 @@ export type FinanceDocumentLineCategory = {
43
43
  description: string;
44
44
  associationMandatory: boolean;
45
45
  glAccount: string;
46
+ isVehicleCategory?: boolean;
46
47
  validationRulesConfigs?: ValidationRulesConfigs;
47
48
  };
48
49
  export type NewFinanceDocumentLineCategory = Omit<FinanceDocumentLineCategory, 'id' | 'createdAt'>;
package/lib/types/document-categories.d.ts.map CHANGED
@@ -1 +1 @@
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package/lib/types/document-categories.js.map CHANGED
@@ -1 +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"]}
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package/lib/types/legacy.d.ts CHANGED
@@ -8,6 +8,7 @@ export type FinanceLineV1 = {
8
8
  sales: {
9
9
  id: string;
10
10
  vehicleId: string;
11
+ opportunityId?: string;
11
12
  label: string;
12
13
  }[];
13
14
  purchases: {
package/lib/types/legacy.d.ts.map CHANGED
@@ -1 +1 @@
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package/lib/types/legacy.js.map CHANGED
@@ -1 +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"]}
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; 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 CHANGED
@@ -2,8 +2,8 @@ import { Decimal } from 'decimal.js';
2
2
  import { DocumentDraft, FinanceDocument, FinanceDocumentGenerateRequest, FinanceDocumentV2, NewDocumentDraft } from '../types/documents.js';
3
3
  export declare const documentGoesToAccounting: (doc: FinanceDocumentV2 | DocumentDraft<FinanceDocumentV2> | FinanceDocumentGenerateRequest) => boolean;
4
4
  export declare const getAccountingDescription: (doc: FinanceDocumentV2) => string;
5
- export declare const getTotalExcl: <T extends FinanceDocument["lines"]>(lines: T, unitPrice: (line: T[0]) => any) => Decimal;
6
- export declare const getTotalVat: <T extends FinanceDocument["lines"], L = T[0]>(lines: T, unitPrice: (doc: L) => any, vatCoefficient: (doc: L) => any) => Decimal;
5
+ export declare const getTotalExcl: <T extends FinanceDocument["lines"]>(lines: T, unitPrice: (line: T[0], index: number) => any) => Decimal;
6
+ 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;
7
7
  export declare const getDocumentTotals: (doc: FinanceDocument | DocumentDraft<FinanceDocumentV2> | NewDocumentDraft<FinanceDocumentV2> | FinanceDocumentGenerateRequest) => {
8
8
  totalExcl: Decimal;
9
9
  totalVat: Decimal;
@@ -32,4 +32,5 @@ export declare const getLineAmounts: (unitPriceExcl: string, quantity: string, v
32
32
  vatAmount: string;
33
33
  };
34
34
  export declare const isGeneratingAttachment: (doc: FinanceDocument) => boolean;
35
+ export declare const filterDocumentLinesForRecord: (doc: FinanceDocument, recordId: string) => FinanceDocument;
35
36
  //# sourceMappingURL=finance.d.ts.map
package/lib/utils/finance.d.ts.map CHANGED
@@ -1 +1 @@
1
- {"version":3,"file":"finance.d.ts","sourceRoot":"/","sources":["utils/finance.ts"],"names":[],"mappings":"AAEA,OAAO,EAAE,OAAO,EAAE,MAAM,YAAY,CAAC;AAGrC,OAAO,EAEL,aAAa,EACb,eAAe,EACf,8BAA8B,EAG9B,iBAAiB,EACjB,gBAAgB,EAEjB,MAAM,uBAAuB,CAAC;AAG/B,eAAO,MAAM,wBAAwB,QAC9B,iBAAiB,GAAG,aAAa,CAAC,iBAAiB,CAAC,GAAG,8BAA8B,KACzF,OAKF,CAAC;AAEF,eAAO,MAAM,wBAAwB,QAAS,iBAAiB,KAAG,MAoCjE,CAAC;AAEF,eAAO,MAAM,YAAY,GAAI,CAAC,SAAS,eAAe,CAAC,OAAO,CAAC,SACtD,CAAC,aACG,CAAC,IAAI,EAAE,CAAC,CAAC,CAAC,CAAC,KAAK,GAAG,YAK/B,CAAC;AAEF,eAAO,MAAM,WAAW,GAAI,CAAC,SAAS,eAAe,CAAC,OAAO,CAAC,EAAE,CAAC,gBACxD,CAAC,aACG,CAAC,GAAG,EAAE,CAAC,KAAK,GAAG,kBACV,CAAC,GAAG,EAAE,CAAC,KAAK,GAAG,YAShC,CAAC;AAEF,eAAO,MAAM,iBAAiB,QAExB,eAAe,GACf,aAAa,CAAC,iBAAiB,CAAC,GAChC,gBAAgB,CAAC,iBAAiB,CAAC,GACnC,8BAA8B;;;;CA0BnC,CAAC;AAEF,eAAO,MAAM,uBAAuB,QAE9B,eAAe,GACf,aAAa,CAAC,iBAAiB,CAAC,GAChC,gBAAgB,CAAC,iBAAiB,CAAC,GACnC,8BAA8B,iBACnB,MAAM,oBACH;IAChB,YAAY,EAAE,MAAM,CAAC;IACrB,YAAY,EAAE,MAAM,CAAC;CACtB;;;;;;;;;;;;CAuBF,CAAC;AAKF,eAAO,MAAM,cAAc,kBAAmB,MAAM,YAAY,MAAM,WAAW,MAAM;;;;;CAYtF,CAAC;AAEF,eAAO,MAAM,sBAAsB,QAAS,eAAe,YACC,CAAC"}
1
+ {"version":3,"file":"finance.d.ts","sourceRoot":"/","sources":["utils/finance.ts"],"names":[],"mappings":"AAEA,OAAO,EAAE,OAAO,EAAE,MAAM,YAAY,CAAC;AAGrC,OAAO,EAEL,aAAa,EACb,eAAe,EACf,8BAA8B,EAG9B,iBAAiB,EAGjB,gBAAgB,EACjB,MAAM,uBAAuB,CAAC;AAG/B,eAAO,MAAM,wBAAwB,QAC9B,iBAAiB,GAAG,aAAa,CAAC,iBAAiB,CAAC,GAAG,8BAA8B,KACzF,OAKF,CAAC;AAEF,eAAO,MAAM,wBAAwB,QAAS,iBAAiB,KAAG,MAoCjE,CAAC;AAEF,eAAO,MAAM,YAAY,GAAI,CAAC,SAAS,eAAe,CAAC,OAAO,CAAC,SACtD,CAAC,aACG,CAAC,IAAI,EAAE,CAAC,CAAC,CAAC,CAAC,EAAE,KAAK,EAAE,MAAM,KAAK,GAAG,YAK9C,CAAC;AAEF,eAAO,MAAM,WAAW,GAAI,CAAC,SAAS,eAAe,CAAC,OAAO,CAAC,EAAE,CAAC,gBACxD,CAAC,aACG,CAAC,GAAG,EAAE,CAAC,EAAE,KAAK,EAAE,MAAM,KAAK,GAAG,kBACzB,CAAC,GAAG,EAAE,CAAC,EAAE,KAAK,EAAE,MAAM,KAAK,GAAG,YAS/C,CAAC;AAEF,eAAO,MAAM,iBAAiB,QAExB,eAAe,GACf,aAAa,CAAC,iBAAiB,CAAC,GAChC,gBAAgB,CAAC,iBAAiB,CAAC,GACnC,8BAA8B;;;;CA0BnC,CAAC;AAEF,eAAO,MAAM,uBAAuB,QAE9B,eAAe,GACf,aAAa,CAAC,iBAAiB,CAAC,GAChC,gBAAgB,CAAC,iBAAiB,CAAC,GACnC,8BAA8B,iBACnB,MAAM,oBACH;IAChB,YAAY,EAAE,MAAM,CAAC;IACrB,YAAY,EAAE,MAAM,CAAC;CACtB;;;;;;;;;;;;CAuBF,CAAC;AAKF,eAAO,MAAM,cAAc,kBAAmB,MAAM,YAAY,MAAM,WAAW,MAAM;;;;;CAYtF,CAAC;AAEF,eAAO,MAAM,sBAAsB,QAAS,eAAe,YACC,CAAC;AAK7D,eAAO,MAAM,4BAA4B,QAClC,eAAe,YACV,MAAM,KACf,eAgCF,CAAC"}
package/lib/utils/finance.js CHANGED
@@ -3,7 +3,7 @@ import { roundMoney } from '@bisondesk/commons-sdk/money';
3
3
  import { Decimal } from 'decimal.js';
4
4
  import { uniqBy } from 'lodash-es';
5
5
  import { GENERATING_PLACEHOLDER_ATTACHMENT } from '../constants/index.js';
6
- import { FinanceDocumentSubtype, isFinanceDocumentV1, } from '../types/documents.js';
6
+ import { FinanceDocumentSubtype, isFinanceDocumentV1, isFinanceDocumentV2, } from '../types/documents.js';
7
7
  export const documentGoesToAccounting = (doc) => {
8
8
  return (!!doc.subtype &&
9
9
  [FinanceDocumentSubtype.Invoice, FinanceDocumentSubtype.CreditNote].includes(doc.subtype));
@@ -36,12 +36,12 @@ export const getAccountingDescription = (doc) => {
36
36
  export const getTotalExcl = (lines, unitPrice) => {
37
37
  return lines.length === 0
38
38
  ? new Decimal(0)
39
- : Decimal.sum(...lines.map((line) => Decimal.mul(line.quantity, unitPrice(line))));
39
+ : Decimal.sum(...lines.map((line, i) => Decimal.mul(line.quantity, unitPrice(line, i))));
40
40
  };
41
41
  export const getTotalVat = (lines, unitPrice, vatCoefficient) => {
42
42
  return lines.length === 0
43
43
  ? new Decimal(0)
44
- : Decimal.sum(...lines.map((line) => Decimal.mul(line.quantity, unitPrice(line)).mul(vatCoefficient(line))));
44
+ : Decimal.sum(...lines.map((line, i) => Decimal.mul(line.quantity, unitPrice(line, i)).mul(vatCoefficient(line, i))));
45
45
  };
46
46
  export const getDocumentTotals = (doc) => {
47
47
  let totalVat;
@@ -100,4 +100,32 @@ export const getLineAmounts = (unitPriceExcl, quantity, vatRate) => {
100
100
  };
101
101
  };
102
102
  export const isGeneratingAttachment = (doc) => doc.attachment.id === GENERATING_PLACEHOLDER_ATTACHMENT.id;
103
+ export const filterDocumentLinesForRecord = (doc, recordId) => {
104
+ const filteredLines = isFinanceDocumentV2(doc)
105
+ ? doc.lines
106
+ .filter((line) => line.associations?.some((assoc) => assoc.recordId === recordId))
107
+ .map((line) => ({
108
+ ...line,
109
+ unitPriceExcl: calculateDistributedPrice(line.unitPriceExcl, line.associations?.length || 1),
110
+ }))
111
+ : doc.lines
112
+ .filter((line) => getAllV1Associations(line.associations).some((assoc) => assoc.vehicleId === recordId ||
113
+ assoc.opportunityId === recordId ||
114
+ assoc.id === recordId))
115
+ .map((line) => ({
116
+ ...line,
117
+ unitPriceExclusive: calculateDistributedPrice(line.unitPriceExclusive, getAllV1Associations(line.associations).length || 1),
118
+ }));
119
+ return {
120
+ ...doc,
121
+ lines: filteredLines,
122
+ };
123
+ };
124
+ const calculateDistributedPrice = (price, count) => {
125
+ return new Decimal(price).div(Math.max(1, count)).toString();
126
+ };
127
+ const getAllV1Associations = (ass) => {
128
+ const allAss = uniqBy([...(ass?.sales ?? []), ...(ass?.purchases ?? []), ...(ass.others ?? [])], (ass) => ass.vehicleId);
129
+ return allAss;
130
+ };
103
131
  //# sourceMappingURL=finance.js.map
package/lib/utils/finance.js.map CHANGED
@@ -1 +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"]}
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 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 CHANGED
@@ -1,6 +1,6 @@
1
1
  {
2
2
  "name": "@bisondesk/documents-sdk",
3
- "version": "1.0.442",
3
+ "version": "1.0.443",
4
4
  "description": "",
5
5
  "type": "module",
6
6
  "scripts": {
package/src/apis/document-drafts.ts CHANGED
@@ -1,10 +1,12 @@
1
1
  import { TENANT_ID_ADMIN_HEADER } from '@bisondesk/commons-sdk/constants';
2
2
  import { XError } from '@bisondesk/commons-sdk/errors';
3
3
  import { getAdminAuth } from '@bisondesk/commons-sdk/fetch';
4
+ import { TransactionType } from '@bisondesk/commons-sdk/types';
4
5
  import fetch, { Response } from 'node-fetch';
5
6
  import {
6
7
  CostCenter,
7
8
  DocumentCategory,
9
+ DocumentCategoryType,
8
10
  FinanceDocumentLineCategory,
9
11
  } from '../types/document-categories.js';
10
12
  import { DocumentValidationRulesResults } from '../types/documents.js';
@@ -39,6 +41,42 @@ export const getDocumentCategory = async <T extends DocumentCategory>(
39
41
  });
40
42
  };
41
43
 
44
+ export const listDocumentCategories = async <T extends DocumentCategory>(
45
+ tenantId: string,
46
+ branchId: string,
47
+ filter: {
48
+ type: DocumentCategoryType;
49
+ transactionType?: TransactionType;
50
+ }
51
+ ): Promise<T[]> => {
52
+ const auth = await getAdminAuth();
53
+ const response: Response = await fetch(
54
+ `${
55
+ process.env.DOCUMENT_DRAFTS_API_ORIGIN
56
+ }/api/documents/settings/${branchId}/document-categories?type=${filter.type}${
57
+ filter.transactionType ? '&transactionType=' + filter.transactionType : ''
58
+ }`,
59
+ {
60
+ headers: {
61
+ Authorization: auth,
62
+ [TENANT_ID_ADMIN_HEADER]: tenantId,
63
+ },
64
+ }
65
+ );
66
+
67
+ if (response.status === 200) {
68
+ return response.json() as any;
69
+ }
70
+
71
+ const body = await response.text();
72
+ throw new XError('documents-sdk.drafts.list-doc-categories-fail', {
73
+ tenantId,
74
+ branchId,
75
+ response: body,
76
+ status: response.status,
77
+ });
78
+ };
79
+
42
80
  export const listFinanceLineCategories = async (
43
81
  tenantId: string,
44
82
  branchId: string,
@@ -69,6 +107,34 @@ export const listFinanceLineCategories = async (
69
107
  });
70
108
  };
71
109
 
110
+ export const listVehicleFinanceLineCategories = async (
111
+ tenantId: string,
112
+ branchId: string
113
+ ): Promise<FinanceDocumentLineCategory[]> => {
114
+ const auth = await getAdminAuth();
115
+ const response: Response = await fetch(
116
+ `${process.env.DOCUMENT_DRAFTS_API_ORIGIN}/api/documents/settings/${branchId}/vehicle-line-categories`,
117
+ {
118
+ headers: {
119
+ Authorization: auth,
120
+ [TENANT_ID_ADMIN_HEADER]: tenantId,
121
+ },
122
+ }
123
+ );
124
+
125
+ if (response.status === 200) {
126
+ return response.json() as any;
127
+ }
128
+
129
+ const body = await response.text();
130
+ throw new XError('documents-sdk.drafts.get-vehicle-lines-categories-fail', {
131
+ tenantId,
132
+ branchId,
133
+ response: body,
134
+ status: response.status,
135
+ });
136
+ };
137
+
72
138
  export const listCostCenters = async (
73
139
  tenantId: string,
74
140
  branchId: string
package/src/constants/index.ts CHANGED
@@ -17,8 +17,6 @@ export const DEFAULT_DOCUMENT_ROLES = [
17
17
  AppRoles.GeneralManager,
18
18
  AppRoles.SalesManager,
19
19
  AppRoles.SeniorAccountant,
20
- AppRoles.Commercial,
21
- AppRoles.Purchaser,
22
20
  ];
23
21
 
24
22
  export const SALE_USED_VEHICLES_DOC_CATEGORY_ID = 'used_vehicles_sale';
package/src/types/document-categories.ts CHANGED
@@ -55,6 +55,7 @@ export type FinanceDocumentLineCategory = {
55
55
  associationMandatory: boolean;
56
56
  glAccount: string;
57
57
 
58
+ isVehicleCategory?: boolean;
58
59
  validationRulesConfigs?: ValidationRulesConfigs;
59
60
  };
60
61
 
package/src/types/legacy.ts CHANGED
@@ -3,7 +3,7 @@ import { AttachmentValue } from '@bisondesk/commons-sdk/types';
3
3
  export type FinanceLineV1 = {
4
4
  associations: {
5
5
  others: { vehicleId: string; label: string }[];
6
- sales: { id: string; vehicleId: string; label: string }[];
6
+ sales: { id: string; vehicleId: string; opportunityId?: string; label: string }[];
7
7
  purchases: { id: string; vehicleId: string; label: string }[];
8
8
  };
9
9
  description: string;
package/src/utils/finance.ts CHANGED
@@ -11,8 +11,9 @@ import {
11
11
  FinanceDocumentLine,
12
12
  FinanceDocumentSubtype,
13
13
  FinanceDocumentV2,
14
- NewDocumentDraft,
15
14
  isFinanceDocumentV1,
15
+ isFinanceDocumentV2,
16
+ NewDocumentDraft,
16
17
  } from '../types/documents.js';
17
18
  import { FinanceDocumentV1, FinanceLineV1 } from '../types/legacy.js';
18
19
 
@@ -65,23 +66,23 @@ export const getAccountingDescription = (doc: FinanceDocumentV2): string => {
65
66
 
66
67
  export const getTotalExcl = <T extends FinanceDocument['lines']>(
67
68
  lines: T,
68
- unitPrice: (line: T[0]) => any
69
+ unitPrice: (line: T[0], index: number) => any
69
70
  ) => {
70
71
  return lines.length === 0
71
72
  ? new Decimal(0)
72
- : Decimal.sum(...lines.map((line) => Decimal.mul(line.quantity, unitPrice(line))));
73
+ : Decimal.sum(...lines.map((line, i) => Decimal.mul(line.quantity, unitPrice(line, i))));
73
74
  };
74
75
 
75
76
  export const getTotalVat = <T extends FinanceDocument['lines'], L = T[0]>(
76
77
  lines: T,
77
- unitPrice: (doc: L) => any,
78
- vatCoefficient: (doc: L) => any
78
+ unitPrice: (doc: L, index: number) => any,
79
+ vatCoefficient: (doc: L, index: number) => any
79
80
  ) => {
80
81
  return lines.length === 0
81
82
  ? new Decimal(0)
82
83
  : Decimal.sum(
83
- ...lines.map((line) =>
84
- Decimal.mul(line.quantity, unitPrice(line)).mul(vatCoefficient(line))
84
+ ...lines.map((line, i) =>
85
+ Decimal.mul(line.quantity, unitPrice(line, i)).mul(vatCoefficient(line, i))
85
86
  )
86
87
  );
87
88
  };
@@ -173,3 +174,55 @@ export const getLineAmounts = (unitPriceExcl: string, quantity: string, vatRate:
173
174
 
174
175
  export const isGeneratingAttachment = (doc: FinanceDocument) =>
175
176
  doc.attachment.id === GENERATING_PLACEHOLDER_ATTACHMENT.id;
177
+
178
+ // returns a new finance document where
179
+ // - all lines are filtered by the recordId
180
+ // - the unit price is divided by the number of associations
181
+ export const filterDocumentLinesForRecord = (
182
+ doc: FinanceDocument,
183
+ recordId: string // vehicleId, opportunityId, or externalVehicleSaleId
184
+ ): FinanceDocument => {
185
+ const filteredLines = isFinanceDocumentV2(doc)
186
+ ? doc.lines
187
+ .filter((line) => line.associations?.some((assoc) => assoc.recordId === recordId))
188
+ .map((line) => ({
189
+ ...line,
190
+ unitPriceExcl: calculateDistributedPrice(
191
+ line.unitPriceExcl,
192
+ line.associations?.length || 1
193
+ ),
194
+ }))
195
+ : doc.lines
196
+ .filter((line) =>
197
+ getAllV1Associations(line.associations).some(
198
+ (assoc) =>
199
+ assoc.vehicleId === recordId ||
200
+ (assoc as FinanceLineV1['associations']['sales'][0]).opportunityId === recordId ||
201
+ (assoc as FinanceLineV1['associations']['sales'][0]).id === recordId
202
+ )
203
+ )
204
+ .map((line) => ({
205
+ ...line,
206
+ unitPriceExclusive: calculateDistributedPrice(
207
+ line.unitPriceExclusive,
208
+ getAllV1Associations(line.associations).length || 1
209
+ ),
210
+ }));
211
+
212
+ return {
213
+ ...doc,
214
+ lines: filteredLines,
215
+ } as FinanceDocument;
216
+ };
217
+
218
+ const calculateDistributedPrice = (price: string, count: number): string => {
219
+ return new Decimal(price).div(Math.max(1, count)).toString();
220
+ };
221
+
222
+ const getAllV1Associations = (ass: FinanceLineV1['associations']) => {
223
+ const allAss = uniqBy(
224
+ [...(ass?.sales ?? []), ...(ass?.purchases ?? []), ...(ass.others ?? [])],
225
+ (ass) => ass.vehicleId
226
+ );
227
+ return allAss;
228
+ };