diff --git a/client/src/components/accounting-payments-table/accounting-payments-table.component.jsx b/client/src/components/accounting-payments-table/accounting-payments-table.component.jsx
index 1b32eba04..77b68c145 100644
--- a/client/src/components/accounting-payments-table/accounting-payments-table.component.jsx
+++ b/client/src/components/accounting-payments-table/accounting-payments-table.component.jsx
@@ -66,12 +66,12 @@ export default function AccountingPayablesTableComponent({
return record.job.owner ? (
{`${record.job.ownr_fn || ""} ${record.job.ownr_ln || ""} ${
- record.job.ownr_co_nm
+ record.job.ownr_co_nm || ""
}`}
) : (
{`${record.job.ownr_fn || ""} ${record.job.ownr_ln || ""} ${
- record.job.ownr_co_nm
+ record.job.ownr_co_nm || ""
}`}
);
},
diff --git a/server/accounting/qbxml/qbxml-payables.js b/server/accounting/qbxml/qbxml-payables.js
index 622315936..1c2dc3d2a 100644
--- a/server/accounting/qbxml/qbxml-payables.js
+++ b/server/accounting/qbxml/qbxml-payables.js
@@ -63,12 +63,16 @@ const generateBill = (bill) => {
TxnDate: moment(bill.date).format("YYYY-MM-DD"),
DueDate:
bill.due_date && moment(bill.due_date).format("YYYY-MM-DD"),
- RefNumber: bill.bill_number,
+ RefNumber: bill.invoice_number,
Memo: `RO ${bill.job.ro_number || ""} OWNER ${
bill.job.ownr_fn || ""
} ${bill.job.ownr_ln || ""} ${bill.job.ownr_co_nm || ""}`,
ExpenseLineAdd: bill.billlines.map((il) =>
- generateBillLine(il, bill.job.bodyshop.md_responsibility_centers)
+ generateBillLine(
+ il,
+ bill.job.bodyshop.md_responsibility_centers,
+ bill.job.class
+ )
),
},
},
@@ -90,11 +94,7 @@ const generateBill = (bill) => {
return billQbxml_Full;
};
-const generateBillLine = (billLine, responsibilityCenters) => {
- console.log(
- " findTaxCode(billLine, responsibilityCenters.sales_tax_codes)",
- findTaxCode(billLine, responsibilityCenters.sales_tax_codes)
- );
+const generateBillLine = (billLine, responsibilityCenters, jobClass) => {
return {
AccountRef: {
FullName: responsibilityCenters.costs.find(
@@ -104,6 +104,7 @@ const generateBillLine = (billLine, responsibilityCenters) => {
Amount: Dinero({
amount: Math.round(billLine.actual_cost * 100),
}).toFormat(DineroQbFormat),
+ ...(jobClass ? { ClassRef: { FullName: jobClass } } : {}),
SalesTaxCodeRef: {
FullName: findTaxCode(billLine, responsibilityCenters.sales_tax_codes),
},
@@ -122,7 +123,10 @@ const findTaxCode = (billLine, taxcode) => {
applicable_taxes: { local, state, federal },
} = billLine;
const t = taxcode.filter(
- (t) => t.local === local && t.state === state && t.federal === federal
+ (t) =>
+ !!t.local === !!local &&
+ !!t.state === !!state &&
+ !!t.federal === !!federal
);
if (t.length === 1) {
console.log(t);
diff --git a/server/accounting/qbxml/qbxml-payments.js b/server/accounting/qbxml/qbxml-payments.js
index f9d75f842..522fad375 100644
--- a/server/accounting/qbxml/qbxml-payments.js
+++ b/server/accounting/qbxml/qbxml-payments.js
@@ -74,7 +74,7 @@ exports.default = async (req, res) => {
QbXmlToExecute.push({
id: i.id,
okStatusCodes: ["0"],
- qbxml: generatePayment(i),
+ qbxml: generatePayment(i, isThreeTier, twoTierPref),
});
});
@@ -85,7 +85,7 @@ exports.default = async (req, res) => {
}
};
-const generatePayment = (payment) => {
+const generatePayment = (payment, isThreeTier, twoTierPref) => {
console.log("generatePayment -> payment", payment);
let paymentQbxmlObj;
if (payment.amount > 0) {
@@ -99,11 +99,15 @@ const generatePayment = (payment) => {
FullName:
payment.job.bodyshop.accountingconfig.tiers === 3
? `${generateSourceTier(payment.job)}:${generateOwnerTier(
- payment.job
+ payment.job,
+ isThreeTier,
+ twoTierPref
)}:${generateJobTier(payment.job)}`
- : `${generateOwnerTier(payment.job)}:${generateJobTier(
- payment.job
- )}`,
+ : `${generateOwnerTier(
+ payment.job,
+ isThreeTier,
+ twoTierPref
+ )}:${generateJobTier(payment.job)}`,
},
ARAccountRef: {
FullName:
@@ -142,11 +146,15 @@ const generatePayment = (payment) => {
FullName:
payment.job.bodyshop.accountingconfig.tiers === 3
? `${generateSourceTier(payment.job)}:${generateOwnerTier(
- payment.job
+ payment.job,
+ isThreeTier,
+ twoTierPref
)}:${generateJobTier(payment.job)}`
- : `${generateOwnerTier(payment.job)}:${generateJobTier(
- payment.job
- )}`,
+ : `${generateOwnerTier(
+ payment.job,
+ isThreeTier,
+ twoTierPref
+ )}:${generateJobTier(payment.job)}`,
},
ARAccountRef: {
FullName:
diff --git a/server/accounting/qbxml/qbxml-receivables.js b/server/accounting/qbxml/qbxml-receivables.js
index 39914b5df..bc5cc2eb4 100644
--- a/server/accounting/qbxml/qbxml-receivables.js
+++ b/server/accounting/qbxml/qbxml-receivables.js
@@ -39,6 +39,7 @@ exports.default = async (req, res) => {
const isThreeTier = bodyshop.accountingconfig.tiers === 3;
const twoTierPref = bodyshop.accountingconfig.twotierpref;
+ //This is the Insurance Company tier IF 3 tier is selected.
if (isThreeTier) {
QbXmlToExecute.push({
id: jobs_by_pk.id,
@@ -47,6 +48,8 @@ exports.default = async (req, res) => {
});
}
+ //If 3 tier, this should be the customer.
+ //If 2 tier, this should be based on the pref.
QbXmlToExecute.push({
id: jobs_by_pk.id,
okStatusCodes: ["0", "3100"],
@@ -59,6 +62,7 @@ exports.default = async (req, res) => {
),
});
+ //This is always going to be the job.
QbXmlToExecute.push({
id: jobs_by_pk.id,
okStatusCodes: ["0", "3100"],
@@ -74,7 +78,12 @@ exports.default = async (req, res) => {
QbXmlToExecute.push({
id: jobs_by_pk.id,
okStatusCodes: ["0"],
- qbxml: generateInvoiceQbxml(jobs_by_pk, bodyshop),
+ qbxml: generateInvoiceQbxml(
+ jobs_by_pk,
+ bodyshop,
+ isThreeTier,
+ twoTierPref
+ ),
});
});
@@ -130,19 +139,20 @@ const generateJobQbxml = (
let ParentRefName;
if (tierLevel === 2) {
- Name = generateOwnerTier(jobs_by_pk);
+ Name = generateOwnerTier(jobs_by_pk, isThreeTier, twoTierPref);
ParentRefName = isThreeTier ? generateSourceTier(jobs_by_pk) : null;
} else if (tierLevel === 3) {
Name = generateJobTier(jobs_by_pk);
ParentRefName = isThreeTier
- ? `${jobs_by_pk.ins_co_nm}:${generateOwnerTier(jobs_by_pk)}`
- : generateOwnerTier(jobs_by_pk);
+ ? `${generateSourceTier(jobs_by_pk)}:${generateOwnerTier(jobs_by_pk)}`
+ : generateOwnerTier(jobs_by_pk, isThreeTier, twoTierPref);
}
const jobQbxmlObj = {
QBXML: {
QBXMLMsgsRq: {
"@onError": "continueOnError",
+
CustomerAddRq: {
CustomerAdd: {
Name: Name,
@@ -170,7 +180,12 @@ const generateJobQbxml = (
return jobQbxml_Full;
};
exports.generateJobQbxml = generateJobQbxml;
-const generateInvoiceQbxml = (jobs_by_pk, bodyshop) => {
+const generateInvoiceQbxml = (
+ jobs_by_pk,
+ bodyshop,
+ isThreeTier,
+ twoTierPref
+) => {
//Build the Invoice XML file.
const InvoiceLineAdd = [];
const responsibilityCenters = bodyshop.md_responsibility_centers;
@@ -302,9 +317,11 @@ const generateInvoiceQbxml = (jobs_by_pk, bodyshop) => {
? `${generateSourceTier(jobs_by_pk)}:${generateOwnerTier(
jobs_by_pk
)}:${generateJobTier(jobs_by_pk)}`
- : `${generateOwnerTier(jobs_by_pk)}:${generateJobTier(
- jobs_by_pk
- )}`,
+ : `${generateOwnerTier(
+ jobs_by_pk,
+ isThreeTier,
+ twoTierPref
+ )}:${generateJobTier(jobs_by_pk)}`,
},
...(jobs_by_pk.class
diff --git a/server/accounting/qbxml/qbxml-utils.js b/server/accounting/qbxml/qbxml-utils.js
index 7b8020bbb..cd47eced8 100644
--- a/server/accounting/qbxml/qbxml-utils.js
+++ b/server/accounting/qbxml/qbxml-utils.js
@@ -13,12 +13,30 @@ exports.generateJobTier = (jobs_by_pk) => {
return jobs_by_pk.ro_number;
};
-exports.generateOwnerTier = (jobs_by_pk) => {
- return jobs_by_pk.ownr_co_nm
- ? `${jobs_by_pk.ownr_co_nm} - ${jobs_by_pk.ownr_ln || ""} ${
- jobs_by_pk.ownr_fn || ""
- } #${jobs_by_pk.owner.accountingid || ""}`
- : `${jobs_by_pk.ownr_ln || ""} ${jobs_by_pk.ownr_fn || ""} #${
- jobs_by_pk.owner.accountingid || ""
- }`;
+exports.generateOwnerTier = (jobs_by_pk, isThreeTier, twotierpref) => {
+ if (isThreeTier) {
+ //It's always gonna be the owner now. Same as 2 tier by name
+ return jobs_by_pk.ownr_co_nm
+ ? `${jobs_by_pk.ownr_co_nm} - ${jobs_by_pk.ownr_ln || ""} ${
+ jobs_by_pk.ownr_fn || ""
+ } #${jobs_by_pk.owner.accountingid || ""}`
+ : `${jobs_by_pk.ownr_ln || ""} ${jobs_by_pk.ownr_fn || ""} #${
+ jobs_by_pk.owner.accountingid || ""
+ }`;
+ } else {
+ //What's the 2 tier pref?
+ if (twotierpref === "source") {
+ return this.generateSourceTier(jobs_by_pk);
+ //It should be the insurance co.
+ } else {
+ //Same as 3 tier
+ return jobs_by_pk.ownr_co_nm
+ ? `${jobs_by_pk.ownr_co_nm} - ${jobs_by_pk.ownr_ln || ""} ${
+ jobs_by_pk.ownr_fn || ""
+ } #${jobs_by_pk.owner.accountingid || ""}`
+ : `${jobs_by_pk.ownr_ln || ""} ${jobs_by_pk.ownr_fn || ""} #${
+ jobs_by_pk.owner.accountingid || ""
+ }`;
+ }
+ }
};
diff --git a/server/graphql-client/queries.js b/server/graphql-client/queries.js
index 867dc7b3b..742fc34a3 100644
--- a/server/graphql-client/queries.js
+++ b/server/graphql-client/queries.js
@@ -118,6 +118,7 @@ query QUERY_BILLS_FOR_PAYABLES_EXPORT($bills: [uuid!]!) {
federal_tax_rate
invoice_number
is_credit_memo
+ invoice_number
job {
id
ro_number
@@ -125,6 +126,7 @@ query QUERY_BILLS_FOR_PAYABLES_EXPORT($bills: [uuid!]!) {
ownr_fn
ownr_ln
ownr_co_nm
+ class
bodyshop{
md_responsibility_centers
}