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Added payment export BOD-147

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This commit is contained in:
Patrick Fic
2020-06-30 16:23:25 -07:00
parent f1f9d7424b
commit 044fb4b9e0
29 changed files with 960 additions and 286 deletions
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189
client/src/components/accounting-payments-table/accounting-payments-table.component.jsx Normal file
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@@ -0,0 +1,189 @@
import { Input, Table } from "antd";
import React, { useState } from "react";
import { useTranslation } from "react-i18next";
import { Link } from "react-router-dom";
import CurrencyFormatter from "../../utils/CurrencyFormatter";
import { DateTimeFormatter } from "../../utils/DateFormatter";
import { alphaSort } from "../../utils/sorters";
import PaymentExportButton from "../payment-export-button/payment-export-button.component";
import { PaymentsExportAllButton } from "../payments-export-all-button/payments-export-all-button.component";
export default function AccountingPayablesTableComponent({
loading,
payments,
}) {
const { t } = useTranslation();
const [selectedPayments, setSelectedPayments] = useState([]);
const [transInProgress, setTransInProgress] = useState(false);
const [state, setState] = useState({
sortedInfo: {},
search: "",
});
const handleTableChange = (pagination, filters, sorter) => {
setState({ ...state, filteredInfo: filters, sortedInfo: sorter });
};
const columns = [
{
title: t("jobs.fields.ro_number"),
dataIndex: "ro_number",
key: "ro_number",
sorter: (a, b) => alphaSort(a.job.ro_number, b.job.ro_number),
sortOrder:
state.sortedInfo.columnKey === "ro_number" && state.sortedInfo.order,
render: (text, record) => (
<Link to={"/manage/jobs/" + record.job.id}>{record.job.ro_number}</Link>
),
},
{
title: t("jobs.fields.est_number"),
dataIndex: "est_number",
key: "est_number",
sorter: (a, b) => a.job.est_number - b.job.est_number,
sortOrder:
state.sortedInfo.columnKey === "est_number" && state.sortedInfo.order,
render: (text, record) => (
<Link to={"/manage/jobs/" + record.job.id}>
{record.job.est_number}
</Link>
),
},
{
title: t("jobs.fields.owner"),
dataIndex: "owner",
key: "owner",
ellipsis: true,
sorter: (a, b) => alphaSort(a.job.ownr_ln, b.job.ownr_ln),
sortOrder:
state.sortedInfo.columnKey === "ownr_ln" && state.sortedInfo.order,
render: (text, record) => {
return record.job.owner ? (
<Link to={"/manage/owners/" + record.job.owner.id}>
{`${record.job.ownr_fn || ""} ${record.job.ownr_ln || ""}`}
</Link>
) : (
<span>{`${record.job.ownr_fn || ""} ${
record.job.ownr_ln || ""
}`}</span>
);
},
},
{
title: t("payments.fields.amount"),
dataIndex: "amount",
key: "amount",
render: (text, record) => (
<CurrencyFormatter>{record.amount}</CurrencyFormatter>
),
},
{
title: t("payments.fields.memo"),
dataIndex: "memo",
key: "memo",
},
{
title: t("payments.fields.transactionid"),
dataIndex: "transactionid",
key: "transactionid",
},
{
title: t("payments.fields.stripeid"),
dataIndex: "stripeid",
key: "stripeid",
},
{
title: t("payments.fields.created_at"),
dataIndex: "created_at",
key: "created_at",
render: (text, record) => (
<DateTimeFormatter>{record.created_at}</DateTimeFormatter>
),
},
{
title: t("payments.fields.exportedat"),
dataIndex: "exportedat",
key: "exportedat",
render: (text, record) => (
<DateTimeFormatter>{record.exportedat}</DateTimeFormatter>
),
},
{
title: t("general.labels.actions"),
dataIndex: "actions",
key: "actions",
sorter: (a, b) => a.clm_total - b.clm_total,
render: (text, record) => (
<div>
<PaymentExportButton
paymentId={record.id}
disabled={transInProgress || !!record.exportedat}
loadingCallback={setTransInProgress}
/>
</div>
),
},
];
const handleSearch = (e) => {
setState({ ...state, search: e.target.value });
};
const dataSource = state.search
? payments.filter(
(v) =>
(v.vendor.name || "")
.toLowerCase()
.includes(state.search.toLowerCase()) ||
(v.invoice_number || "")
.toLowerCase()
.includes(state.search.toLowerCase())
)
: payments;
return (
<div>
<Table
loading={loading}
title={() => {
return (
<div>
<Input
value={state.search}
onChange={handleSearch}
placeholder={t("general.labels.search")}
allowClear
/>
<PaymentsExportAllButton
paymentIds={selectedPayments}
disabled={transInProgress}
loadingCallback={setTransInProgress}
completedCallback={setSelectedPayments}
/>
</div>
);
}}
dataSource={dataSource}
size="small"
pagination={{ position: "top", pageSize: 50 }}
columns={columns}
rowKey="id"
onChange={handleTableChange}
rowSelection={{
onSelectAll: (selected, selectedRows) =>
setSelectedPayments(selectedRows.map((i) => i.id)),
onSelect: (record, selected, selectedRows, nativeEvent) => {
setSelectedPayments(selectedRows.map((i) => i.id));
},
getCheckboxProps: (record) => ({
disabled: record.exported,
}),
selectedRowKeys: selectedPayments,
type: "checkbox",
}}
/>
</div>
);
}

33
client/src/components/header/header.component.jsx
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@@ -232,19 +232,30 @@ function Header({
>
{t("menus.header.entertimeticket")}
</Menu.Item>
<Menu.Item key="receivables">
<Link to="/manage/accounting/receivables">
{t("menus.header.accounting-receivables")}
<Menu.SubMenu title={t("menus.header.export")}>
<Menu.Item key="receivables">
<Link to="/manage/accounting/receivables">
{t("menus.header.accounting-receivables")}
</Link>
</Menu.Item>
<Menu.Item key="payables">
<Link to="/manage/accounting/payables">
{t("menus.header.accounting-payables")}
</Link>
</Menu.Item>
<Menu.Item key="payments">
<Link to="/manage/accounting/payments">
{t("menus.header.accounting-payments")}
</Link>
</Menu.Item>
</Menu.SubMenu>
<Menu.Item key="allpayments">
<Link to="/manage/payments">
{t("menus.header.allpayments")}
</Link>
</Menu.Item>
<Menu.Item key="payables">
<Link to="/manage/accounting/payables">
{t("menus.header.accounting-payables")}
</Link>
</Menu.Item>
<Menu.Item key="payments">
<Link to="/manage/payments">{t("menus.header.payments")}</Link>
</Menu.Item>
</Menu.SubMenu>
<Menu.SubMenu title={t("menus.header.shop")}>
<Menu.Item key="shop">

4
client/src/components/jobs-close-export-button/jobs-close-export-button.component.jsx
View File

@@ -44,8 +44,8 @@ export function JobsCloseExportButton({ bodyshop, jobId, disabled }) {
let PartnerResponse;
try {
PartnerResponse = await axios.post(
// "http://localhost:1337/qb/",
"http://b47e67f9cbe3.ngrok.io/qb/",
"http://localhost:1337/qb/",
// "http://609feaeae986.ngrok.io/qb/",
QbXmlResponse.data,
{
headers: {

124
client/src/components/payment-export-button/payment-export-button.component.jsx Normal file
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@@ -0,0 +1,124 @@
import { useMutation } from "@apollo/react-hooks";
import { Button, notification } from "antd";
import axios from "axios";
import React, { useState } from "react";
import { useTranslation } from "react-i18next";
import { connect } from "react-redux";
import { createStructuredSelector } from "reselect";
import { auth } from "../../firebase/firebase.utils";
import { UPDATE_PAYMENTS } from "../../graphql/payments.queries";
import { selectBodyshop } from "../../redux/user/user.selectors";
const mapStateToProps = createStructuredSelector({
bodyshop: selectBodyshop,
});
export function PaymentExportButton({
bodyshop,
paymentId,
disabled,
loadingCallback,
}) {
const { t } = useTranslation();
const [updatePayment] = useMutation(UPDATE_PAYMENTS);
const [loading, setLoading] = useState(false);
const handleQbxml = async () => {
setLoading(true);
if (!!loadingCallback) loadingCallback(true);
let QbXmlResponse;
try {
QbXmlResponse = await axios.post(
"/accounting/qbxml/payments",
{ payments: [paymentId] },
{
headers: {
Authorization: `Bearer ${await auth.currentUser.getIdToken(true)}`,
},
}
);
console.log("handle -> XML", QbXmlResponse);
} catch (error) {
console.log("Error getting QBXML from Server.", error);
notification["error"]({
message: t("payments.errors.exporting", {
error: "Unable to retrieve QBXML. " + JSON.stringify(error.message),
}),
});
if (loadingCallback) loadingCallback(false);
setLoading(false);
return;
}
let PartnerResponse;
try {
PartnerResponse = await axios.post(
"http://localhost:1337/qb/",
//"http://609feaeae986.ngrok.io/qb/",
QbXmlResponse.data
);
} catch (error) {
console.log("Error connecting to quickbooks or partner.", error);
notification["error"]({
message: t("payments.errors.exporting-partner"),
});
if (!!loadingCallback) loadingCallback(false);
setLoading(false);
return;
}
console.log("handleQbxml -> PartnerResponse", PartnerResponse);
const failedTransactions = PartnerResponse.data.filter((r) => !r.success);
const successfulTransactions = PartnerResponse.data.filter(
(r) => r.success
);
if (failedTransactions.length > 0) {
//Uh oh. At least one was no good.
failedTransactions.map((ft) =>
notification["error"]({
message: t("payments.errors.exporting", {
error: ft.errorMessage || "",
}),
})
);
}
if (successfulTransactions.length > 0) {
const paymentUpdateResponse = await updatePayment({
variables: {
paymentIdList: successfulTransactions.map((st) => st.id),
payment: {
exportedat: new Date(),
},
},
});
if (!!!paymentUpdateResponse.errors) {
notification["success"]({
message: t("jobs.successes.exported"),
});
} else {
notification["error"]({
message: t("jobs.errors.exporting", {
error: JSON.stringify(paymentUpdateResponse.error),
}),
});
}
}
if (!!loadingCallback) loadingCallback(false);
setLoading(false);
};
return (
<Button
onClick={handleQbxml}
loading={loading}
disabled={disabled}
type="dashed"
>
{t("jobs.actions.export")}
</Button>
);
}
export default connect(mapStateToProps, null)(PaymentExportButton);

126
client/src/components/payments-export-all-button/payments-export-all-button.component.jsx Normal file
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@@ -0,0 +1,126 @@
import { useMutation } from "@apollo/react-hooks";
import { Button, notification } from "antd";
import axios from "axios";
import React, { useState } from "react";
import { useTranslation } from "react-i18next";
import { connect } from "react-redux";
import { createStructuredSelector } from "reselect";
import { auth } from "../../firebase/firebase.utils";
import { UPDATE_PAYMENTS } from "../../graphql/payments.queries";
import { selectBodyshop } from "../../redux/user/user.selectors";
const mapStateToProps = createStructuredSelector({
bodyshop: selectBodyshop,
});
export function PaymentsExportAllButton({
bodyshop,
paymentIds,
disabled,
loadingCallback,
completedCallback,
}) {
const { t } = useTranslation();
const [updatePayments] = useMutation(UPDATE_PAYMENTS);
const [loading, setLoading] = useState(false);
const handleQbxml = async () => {
setLoading(true);
if (!!loadingCallback) loadingCallback(true);
let QbXmlResponse;
try {
QbXmlResponse = await axios.post(
"/accounting/qbxml/payments",
{ payments: paymentIds },
{
headers: {
Authorization: `Bearer ${await auth.currentUser.getIdToken(true)}`,
},
}
);
console.log("handle -> XML", QbXmlResponse);
} catch (error) {
console.log("Error getting QBXML from Server.", error);
notification["error"]({
message: t("payments.errors.exporting", {
error: "Unable to retrieve QBXML. " + JSON.stringify(error.message),
}),
});
if (loadingCallback) loadingCallback(false);
setLoading(false);
return;
}
let PartnerResponse;
try {
PartnerResponse = await axios.post(
"http://localhost:1337/qb/",
QbXmlResponse.data
);
} catch (error) {
console.log("Error connecting to quickbooks or partner.", error);
notification["error"]({
message: t("payments.errors.exporting-partner"),
});
if (!!loadingCallback) loadingCallback(false);
setLoading(false);
return;
}
console.log("handleQbxml -> PartnerResponse", PartnerResponse);
const failedTransactions = PartnerResponse.data.filter((r) => !r.success);
const successfulTransactions = PartnerResponse.data.filter(
(r) => r.success
);
if (failedTransactions.length > 0) {
//Uh oh. At least one was no good.
failedTransactions.map((ft) =>
notification["error"]({
message: t("payments.errors.exporting", {
error: ft.errorMessage || "",
}),
})
);
}
if (successfulTransactions.length > 0) {
const paymentUpdateResponse = await updatePayments({
variables: {
paymentIdList: successfulTransactions.map((st) => st.id),
payment: {
//exported: true,
exportedat: new Date(),
},
},
});
if (!!!paymentUpdateResponse.errors) {
notification["success"]({
message: t("jobs.successes.exported"),
});
} else {
notification["error"]({
message: t("jobs.errors.exporting", {
error: JSON.stringify(paymentUpdateResponse.error),
}),
});
}
}
if (!!completedCallback) completedCallback([]);
if (!!loadingCallback) loadingCallback(false);
setLoading(false);
};
return (
<Button
onClick={handleQbxml}
loading={loading}
disabled={disabled}
type="dashed"
>
{t("jobs.actions.exportselected")}
</Button>
);
}
export default connect(mapStateToProps, null)(PaymentsExportAllButton);

3
client/src/components/tech-lookup-jobs-list/tech-lookup-jobs-list.component.jsx
View File

@@ -10,11 +10,8 @@ import { createStructuredSelector } from "reselect";
import { QUERY_ALL_ACTIVE_JOBS } from "../../graphql/jobs.queries";
import { selectBodyshop } from "../../redux/user/user.selectors";
import { onlyUnique } from "../../utils/arrayHelper";
import CurrencyFormatter from "../../utils/CurrencyFormatter";
import PhoneFormatter from "../../utils/PhoneFormatter";
import { alphaSort } from "../../utils/sorters";
import AlertComponent from "../alert/alert.component";
import StartChatButton from "../chat-open-button/chat-open-button.component";
const mapStateToProps = createStructuredSelector({
bodyshop: selectBodyshop,

26
client/src/graphql/accounting.queries.js
View File

@@ -48,3 +48,29 @@ export const QUERY_INVOICES_FOR_EXPORT = gql`
}
}
`;
export const QUERY_PAYMENTS_FOR_EXPORT = gql`
query QUERY_PAYMENTS_FOR_EXPORT {
payments(
where: { exportedat: { _eq: null } }
order_by: { created_at: desc }
) {
id
amount
job {
ro_number
est_number
id
ownr_fn
ownr_ln
ownr_co_nm
}
payer
memo
exportedat
stripeid
created_at
transactionid
}
}
`;

1
client/src/graphql/invoices.queries.js
View File

@@ -160,6 +160,7 @@ export const UPDATE_INVOICE = gql`
}
}
`;
export const UPDATE_INVOICES = gql`
mutation UPDATE_INVOICES(
$invoiceIdList: [uuid!]!

25
client/src/graphql/payments.queries.js
View File

@@ -48,3 +48,28 @@ export const QUERY_ALL_PAYMENTS_PAGINATED = gql`
}
}
`;
export const UPDATE_PAYMENT = gql`
mutation UPDATE_PAYMENT($paymentId: uuid!, $payment: payments_set_input!) {
update_payments(where: { id: { _eq: $paymentId } }, _set: $payment) {
returning {
id
exported_at
}
}
}
`;
export const UPDATE_PAYMENTS = gql`
mutation UPDATE_PAYMENTS(
$paymentIdList: [uuid!]!
$payment: payments_set_input!
) {
update_payments(where: { id: { _in: $paymentIdList } }, _set: $payment) {
returning {
id
exportedat
}
}
}
`;

48
client/src/pages/accounting-payments/accounting-payments.container.jsx Normal file
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@@ -0,0 +1,48 @@
import { useQuery } from "@apollo/react-hooks";
import React, { useEffect } from "react";
import { useTranslation } from "react-i18next";
import { connect } from "react-redux";
import { createStructuredSelector } from "reselect";
import AccountingPaymentsTable from "../../components/accounting-payments-table/accounting-payments-table.component";
import AlertComponent from "../../components/alert/alert.component";
import { QUERY_PAYMENTS_FOR_EXPORT } from "../../graphql/accounting.queries";
import { setBreadcrumbs } from "../../redux/application/application.actions";
import { selectBodyshop } from "../../redux/user/user.selectors";
const mapStateToProps = createStructuredSelector({
bodyshop: selectBodyshop,
});
const mapDispatchToProps = (dispatch) => ({
setBreadcrumbs: (breadcrumbs) => dispatch(setBreadcrumbs(breadcrumbs)),
});
export function AccountingPaymentsContainer({ bodyshop, setBreadcrumbs }) {
const { t } = useTranslation();
useEffect(() => {
document.title = t("titles.accounting-payments");
setBreadcrumbs([
{
link: "/manage/accounting/payments",
label: t("titles.bc.accounting-payments"),
},
]);
}, [t, setBreadcrumbs]);
const { loading, error, data } = useQuery(QUERY_PAYMENTS_FOR_EXPORT);
if (error) return <AlertComponent message={error.message} type="error" />;
return (
<div>
<AccountingPaymentsTable
loadaing={loading}
payments={data ? data.payments : []}
/>
</div>
);
}
export default connect(
mapStateToProps,
mapDispatchToProps
)(AccountingPaymentsContainer);

10
client/src/pages/manage/manage.page.component.jsx
View File

@@ -104,6 +104,9 @@ const AccountingReceivables = lazy(() =>
const AccountingPayables = lazy(() =>
import("../accounting-payables/accounting-payables.container")
);
const AccountingPayments = lazy(() =>
import("../accounting-payments/accounting-payments.container")
);
const AllJobs = lazy(() => import("../jobs-all/jobs-all.container"));
const JobsClose = lazy(() => import("../jobs-close/jobs-close.container"));
const ShopCsiPageContainer = lazy(() =>
@@ -163,10 +166,8 @@ export function Manage({ match, conflict }) {
<Elements stripe={stripePromise}>
<PaymentModalContainer />
</Elements>
<Route exact path={`${match.path}`} component={ManageRootPage} />
<Route exact path={`${match.path}/jobs`} component={JobsPage} />
<Switch>
<Route
exact
@@ -304,6 +305,11 @@ export function Manage({ match, conflict }) {
path={`${match.path}/accounting/payables`}
component={AccountingPayables}
/>
<Route
exact
path={`${match.path}/accounting/payments`}
component={AccountingPayments}
/>
<Route
exact
path={`${match.path}/payments`}

15
client/src/pages/tech-lookup/tech-lookup.container.jsx
View File

@@ -1,21 +1,8 @@
import { useQuery } from "@apollo/react-hooks";
import queryString from "query-string";
import React from "react";
import { useHistory, useLocation } from "react-router-dom";
import TechLookupJobsList from "../../components/tech-lookup-jobs-list/tech-lookup-jobs-list.component";
import { SEARCH_FOR_JOBS } from "../../graphql/jobs.queries";
import { Row, Col } from "antd";
import TechLookupJobsDrawer from "../../components/tech-lookup-jobs-drawer/tech-lookup-jobs-drawer.component";
import TechLookupJobsList from "../../components/tech-lookup-jobs-list/tech-lookup-jobs-list.component";
export default function TechLookupContainer() {
const search = queryString.parse(useLocation().search);
const history = useHistory();
const { loading, error, data, refetch } = useQuery(SEARCH_FOR_JOBS, {
variables: { search: `%${search.ro_number}%` },
skip: !!!search.ro_number,
});
return (
<div>
<TechLookupJobsList />

4
client/src/translations/en_us/common.json
View File

@@ -780,9 +780,11 @@
"header": {
"accounting": "Accounting",
"accounting-payables": "Payables",
"accounting-payments": "Payments",
"accounting-receivables": "Receivables",
"activejobs": "Active Jobs",
"alljobs": "All Jobs",
"allpayments": "All Payments",
"availablejobs": "Available Jobs",
"courtesycars": "Courtesy Cars",
"courtesycars-all": "All Courtesy Cars",
@@ -792,11 +794,11 @@
"enterinvoices": "Enter Invoices",
"enterpayment": "Enter Payments",
"entertimeticket": "Enter Time Tickets",
"export": "Export",
"home": "Home",
"invoices": "Invoices",
"jobs": "Jobs",
"owners": "Owners",
"payments": "All Payments",
"productionboard": "Production Board",
"productionlist": "Production - List",
"schedule": "Schedule",

4
client/src/translations/es/common.json
View File

@@ -780,9 +780,11 @@
"header": {
"accounting": "",
"accounting-payables": "",
"accounting-payments": "",
"accounting-receivables": "",
"activejobs": "Empleos activos",
"alljobs": "",
"allpayments": "",
"availablejobs": "Trabajos disponibles",
"courtesycars": "",
"courtesycars-all": "",
@@ -792,11 +794,11 @@
"enterinvoices": "",
"enterpayment": "",
"entertimeticket": "",
"export": "",
"home": "Casa",
"invoices": "",
"jobs": "Trabajos",
"owners": "propietarios",
"payments": "",
"productionboard": "",
"productionlist": "",
"schedule": "Programar",

4
client/src/translations/fr/common.json
View File

@@ -780,9 +780,11 @@
"header": {
"accounting": "",
"accounting-payables": "",
"accounting-payments": "",
"accounting-receivables": "",
"activejobs": "Emplois actifs",
"alljobs": "",
"allpayments": "",
"availablejobs": "Emplois disponibles",
"courtesycars": "",
"courtesycars-all": "",
@@ -792,11 +794,11 @@
"enterinvoices": "",
"enterpayment": "",
"entertimeticket": "",
"export": "",
"home": "Accueil",
"invoices": "",
"jobs": "Emplois",
"owners": "Propriétaires",
"payments": "",
"productionboard": "",
"productionlist": "",
"schedule": "Programme",