@bisondesk/documents-sdk 1.0.476 → 1.0.478
This diff represents the content of publicly available package versions that have been released to one of the supported registries. The information contained in this diff is provided for informational purposes only and reflects changes between package versions as they appear in their respective public registries.
- package/lib/types/documents.d.ts +2 -0
- package/lib/types/documents.d.ts.map +1 -1
- package/lib/types/documents.js.map +1 -1
- package/lib/utils/finance.d.ts.map +1 -1
- package/lib/utils/finance.js +1 -1
- package/lib/utils/finance.js.map +1 -1
- package/package.json +1 -1
- package/src/types/documents.ts +2 -0
- package/src/utils/finance.ts +5 -3
- package/tsconfig.tsbuildinfo +1 -1
package/lib/types/documents.d.ts
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Otherwise ALWAYS look at the Finance Booking paidAt\n\n reportingPeriod?: string;\n reportingYear?: string;\n accountingDescription?: string;\n\n // mostly for the case we want to regenerate the document pdf again\n bankAccounts?: BankAccountData[];\n};\n\nexport type NewFinanceDocumentV2 = Omit<\n FinanceDocumentV2,\n 'id' | 'createdAt' | 'createdBy' | 'lines'\n> & {\n lines: Omit<FinanceDocumentLine, 'id'>[];\n};\n\nexport type AdministrativeDocument = BaseDocument & {\n tags?: string[];\n category: string;\n associations?: Association[];\n displayName?: string;\n};\n\nexport type NewAdministrativeDocument = Omit<\n AdministrativeDocument,\n 'id' | 'createdAt' | 'createdBy'\n>;\n\nexport enum DraftProcessStatus {\n Prefill = 'Prefill',\n Unprocessed = 'Unprocessed',\n Processed = 'Processed',\n BusinessValid = 'BusinessValid',\n AccountingValid = 'AccountingValid',\n Completed = 'Completed',\n}\n\nexport enum DraftProcessStage {\n AIProcessing = 'aiProcessing',\n Processing = 'processing',\n BusinessValidation = 'businessValidation',\n AccountingValidation = 'accountingValidation',\n DocumentCreation = 'documentCreation',\n Edit = 'edit',\n}\n\nexport type ValidationRulesResult = {\n failed?: string[];\n passed?: string[];\n skipped?: string[];\n};\n\nexport type DocumentValidationRulesResults = {\n [DraftProcessStatus.BusinessValid]: ValidationRulesResult | undefined;\n [DraftProcessStatus.AccountingValid]: ValidationRulesResult | undefined;\n};\n\nexport type NewDraftRemarks = {\n accounting?: string;\n business?: string;\n};\n\nexport type DraftRemarks = NewDraftRemarks & {\n at: string;\n by: string;\n};\n\ntype DraftProcessing = {\n status: DraftProcessStatus;\n documentType?: DocumentType;\n vatTotalCheck?: string;\n totalCheck?: string;\n rejectedAt?: string;\n rejectedBy?: string;\n rejectionReason?: string;\n lastCompletedAt?: string;\n\n validationRulesResult?: ValidationRulesResult;\n remarks?: DraftRemarks;\n};\n\nexport enum DocumentType {\n Finance = 'Finance Document',\n Administrative = 'Administrative Document',\n}\n\nexport type DocumentStatusLogEntry = {\n status: DraftProcessStatus;\n at: string;\n by: string;\n\n rejectionReason?: string;\n validationRulesResult?: ValidationRulesResult;\n};\n\nexport type DocumentStatusLogEntryWithDraft = DocumentStatusLogEntry & {\n draftData: DocumentDraft;\n};\n\ntype AssociationSuggestion = {\n businessEntityId: BusinessEntityIds;\n recordId: string;\n};\n\ntype BaseDocumentDraft = (BaseDocument & DraftProcessing) & {\n associationSuggestions?: AssociationSuggestion[];\n};\n\nexport type DocumentDraft<T = FinanceDocumentV2 | AdministrativeDocument> = Partial<T> &\n BaseDocumentDraft;\n\nexport type DocumentDraftListMeta = { status: DraftProcessStatus; count: number }[];\n\nexport enum DraftActions {\n Delete = 'delete',\n Validate = 'validate',\n Reject = 'reject',\n SaveChanges = 'save_changes',\n Submit = 'submit',\n ValidateBusinessRules = 'validate_business_rules',\n ValidateAccountingRules = 'validate_accounting_rules',\n}\n\nexport type RejectDraftRequest = {\n reason?: string;\n};\n\nexport type NewDocumentDraft<T = NewFinanceDocumentV2 | NewAdministrativeDocument> = Partial<T> &\n Omit<BaseDocumentDraft, 'id' | 'createdAt' | 'createdBy' | 'subtype'> & {\n subtype?: string;\n documentType?: DocumentType;\n };\n\nexport const isFinanceDocumentV2 = (\n arg: FinanceDocumentV2 | FinanceDocumentV1\n): arg is FinanceDocumentV2 => {\n return (arg as FinanceDocumentV2).version == 2;\n};\n\nexport const isFinanceDocumentV1 = (\n arg: FinanceDocumentV2 | FinanceDocumentV1\n): arg is FinanceDocumentV1 => {\n return (arg as FinanceDocumentV2).version == null;\n};\n\nexport const isFinanceDocument = (\n arg: FinanceDocument | AdministrativeDocument | NewAdministrativeDocument | NewFinanceDocumentV2\n): arg is FinanceDocument => {\n return ['Sale Finance', 'Purchase Finance'].includes((arg as FinanceDocument).type);\n};\n\nexport const isAdministrativeDocumentDraft = (\n draft: DocumentDraft | NewDocumentDraft\n): draft is DocumentDraft<AdministrativeDocument> | NewDocumentDraft<AdministrativeDocument> =>\n draft.documentType === DocumentType.Administrative;\n\nexport const isFinanceDocumentDraft = (\n arg: DocumentDraft | NewDocumentDraft\n): arg is DocumentDraft<FinanceDocumentV2> | NewDocumentDraft<FinanceDocumentV2> => {\n return arg.documentType === DocumentType.Finance;\n};\n\nexport type NewFinanceDocumentLine = Omit<FinanceDocumentLine, 'id'>;\n\nexport type FinanceDocumentGenerateRequest = Omit<\n FinanceDocumentV2,\n | 'id'\n | 'attachment'\n | 'createdAt'\n | 'createdBy'\n | 'version'\n | 'reference'\n | 'lines'\n | 'accountingLines'\n> & {\n lines: NewFinanceDocumentLine[];\n accountingLines?: NewFinanceDocumentLine[];\n bankAccounts: BankAccountData[];\n\n relatedContract?: {\n contractId: string;\n period: number;\n };\n};\n\nexport type DocumentGenerateRequestEvent = {\n tenantId: string;\n userId: string;\n docId: string;\n request: FinanceDocumentGenerateRequest;\n};\n\nexport type FinanceDocumentGeneratePDFEvent = {\n tenantId: string;\n doc: FinanceDocumentV2;\n request: FinanceDocumentGenerateRequest;\n};\n\nexport type FinanceDocumentSettings<M = {}> = {\n provider: string;\n meta: {\n [key in FinanceDocumentSubtype]: {\n prefix: string;\n templateId: string;\n };\n };\n};\n\nexport type FinanceDocumentBisondeskSettings = {\n [FinanceDocumentSubtype.Invoice]: {\n prefix: string;\n templateId: string;\n };\n [FinanceDocumentSubtype.CreditNote]: {\n prefix: string;\n templateId: string;\n };\n};\n\nexport type FinanceDocumentPayment = {\n documentId: string;\n} & ({ paid: true; paidAt: string } | { paid: false; paidAt?: undefined });\n\nexport enum FinanceDocumentSubtype {\n Invoice = 'Invoice',\n CreditNote = 'Credit Note',\n Proforma = 'Proforma',\n PurchaseOrder = 'Purchase Order',\n}\n\nexport enum FinanceDocumentActions {\n PAY_FINANCE_DOCUMENT = 'pay_finance_document',\n DELETE_FINANCE_DOCUMENT = 'delete_finance_document',\n}\n\nexport enum AdministrativeDocumentActions {\n DELETE_ADMINISTRATIVE_DOCUMENT = 'delete_finance_document',\n}\n\nexport type AdministrativeUpdateOperation =\n | {\n association?: undefined;\n doc: AdministrativeDocument;\n op: 'replace';\n }\n | {\n association?: undefined;\n doc: NewAdministrativeDocument;\n op: 'add';\n }\n | {\n association: {\n businessEntityId: BusinessEntityIds;\n recordId: string;\n documentId: string;\n };\n doc?: undefined;\n op: 'remove-association';\n };\n"]}
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Otherwise ALWAYS look at the Finance Booking paidAt\n\n reportingPeriod?: string;\n reportingYear?: string;\n accountingDescription?: string;\n\n // mostly for the case we want to regenerate the document pdf again\n bankAccounts?: BankAccountData[];\n};\n\nexport type NewFinanceDocumentV2 = Omit<\n FinanceDocumentV2,\n 'id' | 'createdAt' | 'createdBy' | 'lines'\n> & {\n lines: Omit<FinanceDocumentLine, 'id'>[];\n};\n\nexport type AdministrativeDocument = BaseDocument & {\n tags?: string[];\n category: string;\n associations?: Association[];\n displayName?: string;\n};\n\nexport type NewAdministrativeDocument = Omit<\n AdministrativeDocument,\n 'id' | 'createdAt' | 'createdBy'\n>;\n\nexport enum DraftProcessStatus {\n Prefill = 'Prefill',\n Unprocessed = 'Unprocessed',\n Processed = 'Processed',\n BusinessValid = 'BusinessValid',\n AccountingValid = 'AccountingValid',\n Completed = 'Completed',\n}\n\nexport enum DraftProcessStage {\n AIProcessing = 'aiProcessing',\n Processing = 'processing',\n BusinessValidation = 'businessValidation',\n AccountingValidation = 'accountingValidation',\n DocumentCreation = 'documentCreation',\n Edit = 'edit',\n}\n\nexport type ValidationRulesResult = {\n failed?: string[];\n passed?: string[];\n skipped?: string[];\n};\n\nexport type DocumentValidationRulesResults = {\n [DraftProcessStatus.BusinessValid]: ValidationRulesResult | undefined;\n [DraftProcessStatus.AccountingValid]: ValidationRulesResult | undefined;\n};\n\nexport type NewDraftRemarks = {\n accounting?: string;\n business?: string;\n};\n\nexport type DraftRemarks = NewDraftRemarks & {\n at: string;\n by: string;\n};\n\ntype DraftProcessing = {\n status: DraftProcessStatus;\n documentType?: DocumentType;\n vatTotalCheck?: string;\n totalCheck?: string;\n rejectedAt?: string;\n rejectedBy?: string;\n rejectionReason?: string;\n lastCompletedAt?: string;\n\n validationRulesResult?: ValidationRulesResult;\n remarks?: DraftRemarks;\n};\n\nexport enum DocumentType {\n Finance = 'Finance Document',\n Administrative = 'Administrative Document',\n}\n\nexport type DocumentStatusLogEntry = {\n status: DraftProcessStatus;\n at: string;\n by: string;\n\n rejectionReason?: string;\n validationRulesResult?: ValidationRulesResult;\n};\n\nexport type DocumentStatusLogEntryWithDraft = DocumentStatusLogEntry & {\n draftData: DocumentDraft;\n};\n\ntype AssociationSuggestion = {\n businessEntityId: BusinessEntityIds;\n recordId: string;\n};\n\ntype BaseDocumentDraft = (BaseDocument & DraftProcessing) & {\n associationSuggestions?: AssociationSuggestion[];\n};\n\nexport type DocumentDraft<T = FinanceDocumentV2 | AdministrativeDocument> = Partial<T> &\n BaseDocumentDraft;\n\nexport type DocumentDraftListMeta = { status: DraftProcessStatus; count: number }[];\n\nexport enum DraftActions {\n Delete = 'delete',\n Validate = 'validate',\n Reject = 'reject',\n SaveChanges = 'save_changes',\n Submit = 'submit',\n ValidateBusinessRules = 'validate_business_rules',\n ValidateAccountingRules = 'validate_accounting_rules',\n}\n\nexport type RejectDraftRequest = {\n reason?: string;\n};\n\nexport type NewDocumentDraft<T = NewFinanceDocumentV2 | NewAdministrativeDocument> = Partial<T> &\n Omit<BaseDocumentDraft, 'id' | 'createdAt' | 'createdBy' | 'subtype'> & {\n subtype?: string;\n documentType?: DocumentType;\n };\n\nexport const isFinanceDocumentV2 = (\n arg: FinanceDocumentV2 | FinanceDocumentV1\n): arg is FinanceDocumentV2 => {\n return (arg as FinanceDocumentV2).version == 2;\n};\n\nexport const isFinanceDocumentV1 = (\n arg: FinanceDocumentV2 | FinanceDocumentV1\n): arg is FinanceDocumentV1 => {\n return (arg as FinanceDocumentV2).version == null;\n};\n\nexport const isFinanceDocument = (\n arg: FinanceDocument | AdministrativeDocument | NewAdministrativeDocument | NewFinanceDocumentV2\n): arg is FinanceDocument => {\n return ['Sale Finance', 'Purchase Finance'].includes((arg as FinanceDocument).type);\n};\n\nexport const isAdministrativeDocumentDraft = (\n draft: DocumentDraft | NewDocumentDraft\n): draft is DocumentDraft<AdministrativeDocument> | NewDocumentDraft<AdministrativeDocument> =>\n draft.documentType === DocumentType.Administrative;\n\nexport const isFinanceDocumentDraft = (\n arg: DocumentDraft | NewDocumentDraft\n): arg is DocumentDraft<FinanceDocumentV2> | NewDocumentDraft<FinanceDocumentV2> => {\n return arg.documentType === DocumentType.Finance;\n};\n\nexport type NewFinanceDocumentLine = Omit<FinanceDocumentLine, 'id'>;\n\nexport type FinanceDocumentGenerateRequest = Omit<\n FinanceDocumentV2,\n | 'id'\n | 'attachment'\n | 'createdAt'\n | 'createdBy'\n | 'version'\n | 'reference'\n | 'lines'\n | 'accountingLines'\n> & {\n lines: NewFinanceDocumentLine[];\n accountingLines?: NewFinanceDocumentLine[];\n bankAccounts: BankAccountData[];\n\n relatedContract?: {\n contractId: string;\n period: number;\n };\n};\n\nexport type DocumentGenerateRequestEvent = {\n tenantId: string;\n userId: string;\n docId: string;\n request: FinanceDocumentGenerateRequest;\n};\n\nexport type FinanceDocumentGeneratePDFEvent = {\n tenantId: string;\n doc: FinanceDocumentV2;\n request: FinanceDocumentGenerateRequest;\n};\n\nexport type FinanceDocumentSettings<M = {}> = {\n provider: string;\n meta: {\n [key in FinanceDocumentSubtype]: {\n prefix: string;\n templateId: string;\n };\n };\n};\n\nexport type FinanceDocumentBisondeskSettings = {\n [FinanceDocumentSubtype.Invoice]: {\n prefix: string;\n templateId: string;\n };\n [FinanceDocumentSubtype.CreditNote]: {\n prefix: string;\n templateId: string;\n };\n};\n\nexport type FinanceDocumentPayment = {\n documentId: string;\n reference: string;\n attachment: AttachmentValue;\n} & ({ paid: true; paidAt: string } | { paid: false; paidAt?: undefined });\n\nexport enum FinanceDocumentSubtype {\n Invoice = 'Invoice',\n CreditNote = 'Credit Note',\n Proforma = 'Proforma',\n PurchaseOrder = 'Purchase Order',\n}\n\nexport enum FinanceDocumentActions {\n PAY_FINANCE_DOCUMENT = 'pay_finance_document',\n DELETE_FINANCE_DOCUMENT = 'delete_finance_document',\n}\n\nexport enum AdministrativeDocumentActions {\n DELETE_ADMINISTRATIVE_DOCUMENT = 'delete_finance_document',\n}\n\nexport type AdministrativeUpdateOperation =\n | {\n association?: undefined;\n doc: AdministrativeDocument;\n op: 'replace';\n }\n | {\n association?: undefined;\n doc: NewAdministrativeDocument;\n op: 'add';\n }\n | {\n association: {\n businessEntityId: BusinessEntityIds;\n recordId: string;\n documentId: string;\n };\n doc?: undefined;\n op: 'remove-association';\n };\n"]}
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{"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,
|
|
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,YAW/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
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@@ -41,7 +41,7 @@ export const getTotalExcl = (lines, unitPrice) => {
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|
|
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, i) => Decimal.mul(line.quantity, unitPrice(line, i)).mul(vatCoefficient(line, i))));
|
|
44
|
+
: roundMoney(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;
|
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 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"]}
|
|
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 : roundMoney(\n Decimal.sum(\n ...lines.map((line, i) =>\n Decimal.mul(line.quantity, unitPrice(line, i)).mul(vatCoefficient(line, i))\n )\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
package/src/types/documents.ts
CHANGED
|
@@ -334,6 +334,8 @@ export type FinanceDocumentBisondeskSettings = {
|
|
|
334
334
|
|
|
335
335
|
export type FinanceDocumentPayment = {
|
|
336
336
|
documentId: string;
|
|
337
|
+
reference: string;
|
|
338
|
+
attachment: AttachmentValue;
|
|
337
339
|
} & ({ paid: true; paidAt: string } | { paid: false; paidAt?: undefined });
|
|
338
340
|
|
|
339
341
|
export enum FinanceDocumentSubtype {
|
package/src/utils/finance.ts
CHANGED
|
@@ -80,9 +80,11 @@ export const getTotalVat = <T extends FinanceDocument['lines'], L = T[0]>(
|
|
|
80
80
|
) => {
|
|
81
81
|
return lines.length === 0
|
|
82
82
|
? new Decimal(0)
|
|
83
|
-
:
|
|
84
|
-
|
|
85
|
-
|
|
83
|
+
: roundMoney(
|
|
84
|
+
Decimal.sum(
|
|
85
|
+
...lines.map((line, i) =>
|
|
86
|
+
Decimal.mul(line.quantity, unitPrice(line, i)).mul(vatCoefficient(line, i))
|
|
87
|
+
)
|
|
86
88
|
)
|
|
87
89
|
);
|
|
88
90
|
};
|