@bisondesk/documents-sdk 1.0.514 → 1.0.516

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.
Files changed (20) hide show
  1. package/lib/types/documents.d.ts +1 -0
  2. package/lib/types/documents.d.ts.map +1 -1
  3. package/lib/types/documents.js.map +1 -1
  4. package/lib/utils/finance.d.ts +11 -5
  5. package/lib/utils/finance.d.ts.map +1 -1
  6. package/lib/utils/finance.js +38 -13
  7. package/lib/utils/finance.js.map +1 -1
  8. package/package.json +1 -1
  9. package/src/types/documents.ts +3 -0
  10. package/src/utils/finance.ts +48 -15
  11. package/tsconfig.tsbuildinfo +1 -1
  12. package/src/constants/index.js +0 -45
  13. package/src/constants/search.js +0 -240
  14. package/src/types/booking.js +0 -2
  15. package/src/types/booking.js.map +0 -1
  16. package/src/types/documents.js +0 -68
  17. package/src/types/documents.js.map +0 -1
  18. package/src/types/legacy.js +0 -2
  19. package/src/types/legacy.js.map +0 -1
  20. package/src/utils/previews.js +0 -2
package/lib/types/documents.d.ts CHANGED
@@ -234,6 +234,7 @@ export type FinanceDocumentGeneratePDFEvent = {
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  export type FinanceDocumentSettings<M = {}> = {
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  provider: string;
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  strictCreditNotes?: boolean;
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+ mandatoryLocalOrganizationVatNumber?: boolean;
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  meta: M;
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  };
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  export type BisondeskMetaFinanceDocumentSettings = {
package/lib/types/documents.d.ts.map CHANGED
@@ -1 +1 @@
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- 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package/lib/types/documents.js.map CHANGED
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1
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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 externalQrCodeUrl?: string; // QR code data to be rendered on the document\n externalId?: string; // id used by external systems (e.g., accounting integration, storecove)\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 // whether the provider enforces credit notes to be linked to an invoice\n // lines. Eg can't change description of line values\n strictCreditNotes?: boolean;\n meta: M;\n};\n\nexport type BisondeskMetaFinanceDocumentSettings = {\n [key in FinanceDocumentSubtype]: {\n templateId: string;\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"]}
1
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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 externalQrCodeUrl?: string; // QR code data to be rendered on the document\n externalId?: string; // id used by external systems (e.g., accounting integration, storecove)\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 // whether the provider enforces credit notes to be linked to an invoice\n // lines. Eg can't change description of line values\n strictCreditNotes?: boolean;\n // whether the companies from the same country of the branch must provide\n // a vat number to generate sale finance documents\n mandatoryLocalOrganizationVatNumber?: boolean;\n meta: M;\n};\n\nexport type BisondeskMetaFinanceDocumentSettings = {\n [key in FinanceDocumentSubtype]: {\n templateId: string;\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"]}
package/lib/utils/finance.d.ts CHANGED
@@ -4,16 +4,13 @@ import { FinanceDocumentV1 } from '../types/legacy.js';
4
4
  export declare const documentGoesToAccounting: (doc: FinanceDocumentV2 | DocumentDraft<FinanceDocumentV2> | FinanceDocumentGenerateRequest | FinanceDocumentV1) => boolean;
5
5
  export declare const getAccountingDescription: (doc: FinanceDocumentV2) => string;
6
6
  export declare const getTotalExcl: <T extends FinanceDocument["lines"]>(lines: T, unitPrice: (line: T[0], index: number) => any) => Decimal;
7
- 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
+ export declare const getTotalVat: <T extends FinanceDocument["lines"], L = T[0]>(currency: string, lines: T, unitPrice: (doc: L, index: number) => any, vatCoefficient: (doc: L, index: number) => any) => Decimal;
8
8
  export declare const getDocumentTotals: (doc: FinanceDocument | DocumentDraft<FinanceDocumentV2> | NewDocumentDraft<FinanceDocumentV2> | FinanceDocumentGenerateRequest) => {
9
9
  totalExcl: Decimal;
10
10
  totalVat: Decimal;
11
11
  subTotal: Decimal;
12
12
  };
13
- export declare const getRoundedDocumentTotal: (doc: FinanceDocument | DocumentDraft<FinanceDocumentV2> | NewDocumentDraft<FinanceDocumentV2> | FinanceDocumentGenerateRequest, currencyCode?: string, foreignCurrency?: {
14
- currencyCode: string;
15
- exchangeRate: string;
16
- }) => {
13
+ export declare const getRoundedDocumentTotal: (doc: FinanceDocument | DocumentDraft<FinanceDocumentV2> | NewDocumentDraft<FinanceDocumentV2> | FinanceDocumentGenerateRequest) => {
17
14
  amount: string;
18
15
  amountExcl: string;
19
16
  vatAmount: string;
@@ -26,6 +23,15 @@ export declare const getRoundedDocumentTotal: (doc: FinanceDocument | DocumentDr
26
23
  exchangeRate: string;
27
24
  } | undefined;
28
25
  };
26
+ export declare const getRoundedLinesTotals: (currency: string, lines: {
27
+ quantity: string;
28
+ unitPriceExcl: string;
29
+ vatPercentage: string;
30
+ }[], rate?: string) => {
31
+ totalWithoutVat: Decimal;
32
+ vatTotal: Decimal;
33
+ total: Decimal;
34
+ };
29
35
  export declare const getLineAmounts: (unitPriceExcl: string, quantity: string, vatRate: string) => {
30
36
  amount: string;
31
37
  amountExcl: string;
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,EAGjB,gBAAgB,EACjB,MAAM,uBAAuB,CAAC;AAC/B,OAAO,EAAE,iBAAiB,EAAiB,MAAM,oBAAoB,CAAC;AAEtE,eAAO,MAAM,wBAAwB,QAE/B,iBAAiB,GACjB,aAAa,CAAC,iBAAiB,CAAC,GAChC,8BAA8B,GAC9B,iBAAiB,KACpB,OAOF,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,eAkCF,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,EAIjB,gBAAgB,EACjB,MAAM,uBAAuB,CAAC;AAC/B,OAAO,EAAE,iBAAiB,EAAiB,MAAM,oBAAoB,CAAC;AAEtE,eAAO,MAAM,wBAAwB,QAE/B,iBAAiB,GACjB,aAAa,CAAC,iBAAiB,CAAC,GAChC,8BAA8B,GAC9B,iBAAiB,KACpB,OAOF,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,mBACrD,MAAM,SACT,CAAC,aACG,CAAC,GAAG,EAAE,CAAC,EAAE,KAAK,EAAE,MAAM,KAAK,GAAG,kBACzB,CAAC,GAAG,EAAE,CAAC,EAAE,KAAK,EAAE,MAAM,KAAK,GAAG,YAY/C,CAAC;AAEF,eAAO,MAAM,iBAAiB,QAExB,eAAe,GACf,aAAa,CAAC,iBAAiB,CAAC,GAChC,gBAAgB,CAAC,iBAAiB,CAAC,GACnC,8BAA8B;;;;CA6BnC,CAAC;AAEF,eAAO,MAAM,uBAAuB,QAE9B,eAAe,GACf,aAAa,CAAC,iBAAiB,CAAC,GAChC,gBAAgB,CAAC,iBAAiB,CAAC,GACnC,8BAA8B;;;;;;;;;;;;CAgCnC,CAAC;AAEF,eAAO,MAAM,qBAAqB,aACtB,MAAM,SACT;IAAE,QAAQ,EAAE,MAAM,CAAC;IAAC,aAAa,EAAE,MAAM,CAAC;IAAC,aAAa,EAAE,MAAM,CAAA;CAAE,EAAE;;;;CAmB5E,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,eAkCF,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, isFinanceDocumentV2, } from '../types/documents.js';
6
+ import { FinanceDocumentSubtype, isFinanceDocumentDraft, 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));
@@ -38,24 +38,27 @@ export const getTotalExcl = (lines, unitPrice) => {
38
38
  ? new Decimal(0)
39
39
  : Decimal.sum(...lines.map((line, i) => Decimal.mul(line.quantity, unitPrice(line, i))));
40
40
  };
41
- export const getTotalVat = (lines, unitPrice, vatCoefficient) => {
41
+ export const getTotalVat = (currency, lines, unitPrice, vatCoefficient) => {
42
42
  return lines.length === 0
43
43
  ? new Decimal(0)
44
- : roundMoney(Decimal.sum(...lines.map((line, i) => Decimal.mul(line.quantity, unitPrice(line, i)).mul(vatCoefficient(line, i)))));
44
+ : roundMoney(currency, 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;
48
48
  let totalExcl;
49
49
  if (isFinanceDocumentV1(doc)) {
50
+ const v1Currency = 'EUR';
50
51
  const lines = doc.lines;
51
52
  const getUnitPriceExclusive = (line) => line.unitPriceExclusive;
52
- totalVat = getTotalVat(lines, getUnitPriceExclusive, (line) => line.vatCoefficient);
53
+ totalVat = getTotalVat(v1Currency, lines, getUnitPriceExclusive, (line) => line.vatCoefficient);
53
54
  totalExcl = getTotalExcl(lines, getUnitPriceExclusive);
54
55
  }
55
56
  else {
57
+ const docCurrency = doc?.total?.currencyCode;
58
+ const currency = docCurrency ?? 'EUR';
56
59
  const lines = doc.lines ?? [];
57
60
  const getUnitPriceExcl = (line) => line.unitPriceExcl;
58
- totalVat = getTotalVat(lines, getUnitPriceExcl, (line) => new Decimal(line.vatPercentage).div(100));
61
+ totalVat = getTotalVat(currency, lines, getUnitPriceExcl, (line) => new Decimal(line.vatPercentage).div(100));
59
62
  totalExcl = getTotalExcl(lines, getUnitPriceExcl);
60
63
  }
61
64
  return {
@@ -64,28 +67,50 @@ export const getDocumentTotals = (doc) => {
64
67
  subTotal: totalExcl.add(totalVat),
65
68
  };
66
69
  };
67
- export const getRoundedDocumentTotal = (doc, currencyCode, foreignCurrency) => {
70
+ export const getRoundedDocumentTotal = (doc) => {
71
+ let total;
72
+ if (isFinanceDocumentV2(doc) || isFinanceDocumentDraft(doc)) {
73
+ total = doc.total;
74
+ }
75
+ const currencyCode = total?.currencyCode ?? 'EUR';
76
+ const foreignCurrency = total?.foreign;
68
77
  const { subTotal, totalExcl, totalVat } = getDocumentTotals(doc);
69
78
  const rate = foreignCurrency?.exchangeRate ?? '1';
70
79
  const subTotalForeign = subTotal.div(rate).toString();
71
80
  const totalExclForeign = totalExcl.div(rate).toString();
72
81
  const totalVatForeign = totalVat.div(rate).toString();
73
82
  return {
74
- amount: roundMoney(subTotal).toString(),
75
- amountExcl: roundMoney(totalExcl).toString(),
76
- vatAmount: roundMoney(totalVat).toString(),
77
- currencyCode: currencyCode ?? 'EUR',
83
+ amount: roundMoney(currencyCode, subTotal).toString(),
84
+ amountExcl: roundMoney(currencyCode, totalExcl).toString(),
85
+ vatAmount: roundMoney(currencyCode, totalVat).toString(),
86
+ currencyCode: currencyCode,
78
87
  foreign: foreignCurrency
79
88
  ? {
80
- amount: roundMoney(subTotalForeign).toString(),
81
- amountExcl: roundMoney(totalExclForeign).toString(),
82
- vatAmount: roundMoney(totalVatForeign).toString(),
89
+ amount: roundMoney(foreignCurrency.currencyCode, subTotalForeign).toString(),
90
+ amountExcl: roundMoney(foreignCurrency.currencyCode, totalExclForeign).toString(),
91
+ vatAmount: roundMoney(foreignCurrency.currencyCode, totalVatForeign).toString(),
83
92
  currencyCode: foreignCurrency.currencyCode,
84
93
  exchangeRate: foreignCurrency.exchangeRate,
85
94
  }
86
95
  : undefined,
87
96
  };
88
97
  };
98
+ export const getRoundedLinesTotals = (currency, lines, rate = '1') => {
99
+ let totalWithoutVat = new Decimal('0');
100
+ let vatTotal = new Decimal('0');
101
+ for (const line of lines) {
102
+ const lineTotal = new Decimal(line.unitPriceExcl).times(new Decimal(line.quantity));
103
+ totalWithoutVat = totalWithoutVat.add(lineTotal);
104
+ vatTotal = vatTotal.add(lineTotal.mul(line.vatPercentage).div(100));
105
+ }
106
+ totalWithoutVat = totalWithoutVat.div(rate);
107
+ vatTotal = vatTotal.div(rate);
108
+ return {
109
+ totalWithoutVat: roundMoney(currency, totalWithoutVat),
110
+ vatTotal: roundMoney(currency, vatTotal),
111
+ total: roundMoney(currency, vatTotal.add(totalWithoutVat)),
112
+ };
113
+ };
89
114
  const getAmountExcl = (unitPriceExcl, quantity) => new Decimal(unitPriceExcl).times(new Decimal(quantity));
90
115
  export const getLineAmounts = (unitPriceExcl, quantity, vatRate) => {
91
116
  const amountExcl = getAmountExcl(unitPriceExcl, quantity);
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:\n | FinanceDocumentV2\n | DocumentDraft<FinanceDocumentV2>\n | FinanceDocumentGenerateRequest\n | FinanceDocumentV1\n): boolean => {\n return (\n !!doc.subtype &&\n [FinanceDocumentSubtype.Invoice, FinanceDocumentSubtype.CreditNote].includes(\n doc.subtype as FinanceDocumentSubtype\n )\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 amount: calculateDistributedPrice(line.amount, line.associations?.length || 1),\n amountExcl: calculateDistributedPrice(line.amountExcl, line.associations?.length || 1),\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 isFinanceDocumentDraft,\n isFinanceDocumentV1,\n isFinanceDocumentV2,\n NewDocumentDraft,\n} from '../types/documents.js';\nimport { FinanceDocumentV1, FinanceLineV1 } from '../types/legacy.js';\n\nexport const documentGoesToAccounting = (\n doc:\n | FinanceDocumentV2\n | DocumentDraft<FinanceDocumentV2>\n | FinanceDocumentGenerateRequest\n | FinanceDocumentV1\n): boolean => {\n return (\n !!doc.subtype &&\n [FinanceDocumentSubtype.Invoice, FinanceDocumentSubtype.CreditNote].includes(\n doc.subtype as FinanceDocumentSubtype\n )\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 currency: string,\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 currency,\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 v1Currency = 'EUR';\n const lines = (doc as FinanceDocumentV1).lines;\n const getUnitPriceExclusive = (line: FinanceLineV1) => line.unitPriceExclusive;\n\n totalVat = getTotalVat(v1Currency, lines, getUnitPriceExclusive, (line) => line.vatCoefficient);\n totalExcl = getTotalExcl(lines, getUnitPriceExclusive);\n } else {\n const docCurrency = (doc as FinanceDocumentV2)?.total?.currencyCode; // careful with this cast, misleading\n const currency = docCurrency ?? 'EUR';\n const lines = (doc as FinanceDocumentV2).lines ?? [];\n const getUnitPriceExcl = (line: FinanceDocumentLine) => line.unitPriceExcl;\n\n totalVat = getTotalVat(currency, 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) => {\n let total: FinanceDocumentV2['total'] | undefined;\n\n if (isFinanceDocumentV2(doc as FinanceDocument) || isFinanceDocumentDraft(doc as DocumentDraft)) {\n total = (doc as FinanceDocumentV2 | DocumentDraft<FinanceDocumentV2>).total;\n }\n\n const currencyCode = total?.currencyCode ?? 'EUR';\n const foreignCurrency = total?.foreign;\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(currencyCode, subTotal).toString(),\n amountExcl: roundMoney(currencyCode, totalExcl).toString(),\n vatAmount: roundMoney(currencyCode, totalVat).toString(),\n currencyCode: currencyCode,\n foreign: foreignCurrency\n ? {\n amount: roundMoney(foreignCurrency.currencyCode, subTotalForeign).toString(),\n amountExcl: roundMoney(foreignCurrency.currencyCode, totalExclForeign).toString(),\n vatAmount: roundMoney(foreignCurrency.currencyCode, totalVatForeign).toString(),\n currencyCode: foreignCurrency.currencyCode,\n exchangeRate: foreignCurrency.exchangeRate,\n }\n : undefined,\n };\n};\n\nexport const getRoundedLinesTotals = (\n currency: string,\n lines: { quantity: string; unitPriceExcl: string; vatPercentage: string }[],\n rate = '1'\n) => {\n let totalWithoutVat = new Decimal('0');\n let vatTotal = new Decimal('0');\n for (const line of lines) {\n const lineTotal = new Decimal(line.unitPriceExcl).times(new Decimal(line.quantity));\n totalWithoutVat = totalWithoutVat.add(lineTotal);\n vatTotal = vatTotal.add(lineTotal.mul(line.vatPercentage).div(100));\n }\n\n totalWithoutVat = totalWithoutVat.div(rate);\n vatTotal = vatTotal.div(rate);\n\n return {\n totalWithoutVat: roundMoney(currency, totalWithoutVat),\n vatTotal: roundMoney(currency, vatTotal),\n total: roundMoney(currency, vatTotal.add(totalWithoutVat)),\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 amount: calculateDistributedPrice(line.amount, line.associations?.length || 1),\n amountExcl: calculateDistributedPrice(line.amountExcl, line.associations?.length || 1),\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": "1.0.514",
3
+ "version": "1.0.516",
4
4
  "description": "",
5
5
  "type": "module",
6
6
  "scripts": {
package/src/types/documents.ts CHANGED
@@ -321,6 +321,9 @@ export type FinanceDocumentSettings<M = {}> = {
321
321
  // whether the provider enforces credit notes to be linked to an invoice
322
322
  // lines. Eg can't change description of line values
323
323
  strictCreditNotes?: boolean;
324
+ // whether the companies from the same country of the branch must provide
325
+ // a vat number to generate sale finance documents
326
+ mandatoryLocalOrganizationVatNumber?: boolean;
324
327
  meta: M;
325
328
  };
326
329
 
package/src/utils/finance.ts CHANGED
@@ -11,6 +11,7 @@ import {
11
11
  FinanceDocumentLine,
12
12
  FinanceDocumentSubtype,
13
13
  FinanceDocumentV2,
14
+ isFinanceDocumentDraft,
14
15
  isFinanceDocumentV1,
15
16
  isFinanceDocumentV2,
16
17
  NewDocumentDraft,
@@ -80,6 +81,7 @@ export const getTotalExcl = <T extends FinanceDocument['lines']>(
80
81
  };
81
82
 
82
83
  export const getTotalVat = <T extends FinanceDocument['lines'], L = T[0]>(
84
+ currency: string,
83
85
  lines: T,
84
86
  unitPrice: (doc: L, index: number) => any,
85
87
  vatCoefficient: (doc: L, index: number) => any
@@ -87,6 +89,7 @@ export const getTotalVat = <T extends FinanceDocument['lines'], L = T[0]>(
87
89
  return lines.length === 0
88
90
  ? new Decimal(0)
89
91
  : roundMoney(
92
+ currency,
90
93
  Decimal.sum(
91
94
  ...lines.map((line, i) =>
92
95
  Decimal.mul(line.quantity, unitPrice(line, i)).mul(vatCoefficient(line, i))
@@ -106,16 +109,19 @@ export const getDocumentTotals = (
106
109
  let totalExcl: Decimal;
107
110
 
108
111
  if (isFinanceDocumentV1(doc as FinanceDocumentV1)) {
112
+ const v1Currency = 'EUR';
109
113
  const lines = (doc as FinanceDocumentV1).lines;
110
114
  const getUnitPriceExclusive = (line: FinanceLineV1) => line.unitPriceExclusive;
111
115
 
112
- totalVat = getTotalVat(lines, getUnitPriceExclusive, (line) => line.vatCoefficient);
116
+ totalVat = getTotalVat(v1Currency, lines, getUnitPriceExclusive, (line) => line.vatCoefficient);
113
117
  totalExcl = getTotalExcl(lines, getUnitPriceExclusive);
114
118
  } else {
119
+ const docCurrency = (doc as FinanceDocumentV2)?.total?.currencyCode; // careful with this cast, misleading
120
+ const currency = docCurrency ?? 'EUR';
115
121
  const lines = (doc as FinanceDocumentV2).lines ?? [];
116
122
  const getUnitPriceExcl = (line: FinanceDocumentLine) => line.unitPriceExcl;
117
123
 
118
- totalVat = getTotalVat(lines, getUnitPriceExcl, (line) =>
124
+ totalVat = getTotalVat(currency, lines, getUnitPriceExcl, (line) =>
119
125
  new Decimal(line.vatPercentage).div(100)
120
126
  );
121
127
  totalExcl = getTotalExcl(lines, getUnitPriceExcl);
@@ -133,13 +139,17 @@ export const getRoundedDocumentTotal = (
133
139
  | FinanceDocument
134
140
  | DocumentDraft<FinanceDocumentV2>
135
141
  | NewDocumentDraft<FinanceDocumentV2>
136
- | FinanceDocumentGenerateRequest,
137
- currencyCode?: string,
138
- foreignCurrency?: {
139
- currencyCode: string;
140
- exchangeRate: string;
141
- }
142
+ | FinanceDocumentGenerateRequest
142
143
  ) => {
144
+ let total: FinanceDocumentV2['total'] | undefined;
145
+
146
+ if (isFinanceDocumentV2(doc as FinanceDocument) || isFinanceDocumentDraft(doc as DocumentDraft)) {
147
+ total = (doc as FinanceDocumentV2 | DocumentDraft<FinanceDocumentV2>).total;
148
+ }
149
+
150
+ const currencyCode = total?.currencyCode ?? 'EUR';
151
+ const foreignCurrency = total?.foreign;
152
+
143
153
  const { subTotal, totalExcl, totalVat } = getDocumentTotals(doc);
144
154
  const rate = foreignCurrency?.exchangeRate ?? '1';
145
155
  const subTotalForeign = subTotal.div(rate).toString();
@@ -147,15 +157,15 @@ export const getRoundedDocumentTotal = (
147
157
  const totalVatForeign = totalVat.div(rate).toString();
148
158
 
149
159
  return {
150
- amount: roundMoney(subTotal).toString(),
151
- amountExcl: roundMoney(totalExcl).toString(),
152
- vatAmount: roundMoney(totalVat).toString(),
153
- currencyCode: currencyCode ?? 'EUR',
160
+ amount: roundMoney(currencyCode, subTotal).toString(),
161
+ amountExcl: roundMoney(currencyCode, totalExcl).toString(),
162
+ vatAmount: roundMoney(currencyCode, totalVat).toString(),
163
+ currencyCode: currencyCode,
154
164
  foreign: foreignCurrency
155
165
  ? {
156
- amount: roundMoney(subTotalForeign).toString(),
157
- amountExcl: roundMoney(totalExclForeign).toString(),
158
- vatAmount: roundMoney(totalVatForeign).toString(),
166
+ amount: roundMoney(foreignCurrency.currencyCode, subTotalForeign).toString(),
167
+ amountExcl: roundMoney(foreignCurrency.currencyCode, totalExclForeign).toString(),
168
+ vatAmount: roundMoney(foreignCurrency.currencyCode, totalVatForeign).toString(),
159
169
  currencyCode: foreignCurrency.currencyCode,
160
170
  exchangeRate: foreignCurrency.exchangeRate,
161
171
  }
@@ -163,6 +173,29 @@ export const getRoundedDocumentTotal = (
163
173
  };
164
174
  };
165
175
 
176
+ export const getRoundedLinesTotals = (
177
+ currency: string,
178
+ lines: { quantity: string; unitPriceExcl: string; vatPercentage: string }[],
179
+ rate = '1'
180
+ ) => {
181
+ let totalWithoutVat = new Decimal('0');
182
+ let vatTotal = new Decimal('0');
183
+ for (const line of lines) {
184
+ const lineTotal = new Decimal(line.unitPriceExcl).times(new Decimal(line.quantity));
185
+ totalWithoutVat = totalWithoutVat.add(lineTotal);
186
+ vatTotal = vatTotal.add(lineTotal.mul(line.vatPercentage).div(100));
187
+ }
188
+
189
+ totalWithoutVat = totalWithoutVat.div(rate);
190
+ vatTotal = vatTotal.div(rate);
191
+
192
+ return {
193
+ totalWithoutVat: roundMoney(currency, totalWithoutVat),
194
+ vatTotal: roundMoney(currency, vatTotal),
195
+ total: roundMoney(currency, vatTotal.add(totalWithoutVat)),
196
+ };
197
+ };
198
+
166
199
  const getAmountExcl = (unitPriceExcl: string, quantity: string) =>
167
200
  new Decimal(unitPriceExcl).times(new Decimal(quantity));
168
201