IO-1503 QBO Credit Memos

server/accounting/qbo/qbo-payments.js

@@ -27,6 +27,7 @@ const {
 } = require("../qbo/qbo-receivables");
 const { urlBuilder } = require("./qbo");
 const { DineroQbFormat } = require("../accounting-constants");
+const { findTaxCode } = require("../qb-receivables-lines");
 
 exports.default = async (req, res) => {
   const oauthClient = new OAuthClient({
@@ -135,7 +136,17 @@ exports.default = async (req, res) => {
           );
         }
 
-        await InsertPayment(oauthClient, qbo_realmId, req, payment, jobTier);
+        if (payment.amount > 0) {
+          await InsertPayment(oauthClient, qbo_realmId, req, payment, jobTier);
+        } else {
+          await InsertCreditMemo(
+            oauthClient,
+            qbo_realmId,
+            req,
+            payment,
+            jobTier
+          );
+        }
         ret.push({ paymentid: payment.id, success: true });
       } catch (error) {
         logger.log("qbo-payment-create-error", "ERROR", req.user.email, {
@@ -173,7 +184,8 @@ async function InsertPayment(
     oauthClient,
     qbo_realmId,
     req,
-    payment.job.ro_number
+    payment.job.ro_number,
+    false
   );
 
   if (invoices && invoices.length !== 1) {
@@ -235,7 +247,13 @@ async function InsertPayment(
     throw error;
   }
 }
-async function QueryMetaData(oauthClient, qbo_realmId, req, ro_number) {
+async function QueryMetaData(
+  oauthClient,
+  qbo_realmId,
+  req,
+  ro_number,
+  isCreditMemo
+) {
   const invoice = await oauthClient.makeApiCall({
     url: urlBuilder(
       qbo_realmId,
@@ -288,8 +306,50 @@ async function QueryMetaData(oauthClient, qbo_realmId, req, ro_number) {
   //     classes.json.QueryResponse.Class.forEach((t) => {
   //       accountMapping[t.Name] = t.Id;
   //     });
+  let ret = {};
+
+  if (isCreditMemo) {
+    const taxCodes = await oauthClient.makeApiCall({
+      url: urlBuilder(qbo_realmId, "query", `select * From TaxCode`),
+      method: "POST",
+      headers: {
+        "Content-Type": "application/json",
+      },
+    });
+    const items = await oauthClient.makeApiCall({
+      url: urlBuilder(qbo_realmId, "query", `select * From Item`),
+      method: "POST",
+      headers: {
+        "Content-Type": "application/json",
+      },
+    });
+    setNewRefreshToken(req.user.email, items);
+
+    const itemMapping = {};
+
+    items.json &&
+      items.json.QueryResponse &&
+      items.json.QueryResponse.Item &&
+      items.json.QueryResponse.Item.forEach((t) => {
+        itemMapping[t.Name] = t.Id;
+      });
+    const taxCodeMapping = {};
+
+    taxCodes.json &&
+      taxCodes.json.QueryResponse &&
+      taxCodes.json.QueryResponse.TaxCode &&
+      taxCodes.json.QueryResponse.TaxCode.forEach((t) => {
+        taxCodeMapping[t.Name] = t.Id;
+      });
+    ret = {
+      ...ret,
+      items: itemMapping,
+      taxCodes: taxCodeMapping,
+    };
+  }
 
   return {
+    ...ret,
     paymentMethods: paymentMethodMapping,
     invoices:
       invoice.json &&
@@ -297,3 +357,85 @@ async function QueryMetaData(oauthClient, qbo_realmId, req, ro_number) {
       invoice.json.QueryResponse.Invoice,
   };
 }
+async function InsertCreditMemo(
+  oauthClient,
+  qbo_realmId,
+  req,
+  payment,
+  parentRef
+) {
+  const { paymentMethods, invoices, items, taxCodes } = await QueryMetaData(
+    oauthClient,
+    qbo_realmId,
+    req,
+    payment.job.ro_number,
+    true
+  );
+
+  if (invoices && invoices.length !== 1) {
+    throw new Error(
+      `More than 1 invoice with DocNumber ${payment.ro_number} found.`
+    );
+  }
+
+  const paymentQbo = {
+    CustomerRef: {
+      value: parentRef.Id,
+    },
+    TxnDate: moment(payment.date).format("YYYY-MM-DD"),
+    DocNumber: payment.paymentnum,
+    ...(invoices[0] ? { InvoiceRef: { value: invoices[0].Id } } : {}),
+    Line: [
+      {
+        DetailType: "SalesItemLineDetail",
+        Amount: Dinero({ amount: Math.round(payment.amount * -100) }).toFormat(
+          DineroQbFormat
+        ),
+        SalesItemLineDetail: {
+          ItemRef: {
+            value:
+              items[
+                payment.job.bodyshop.md_responsibility_centers.refund
+                  .accountitem
+              ],
+          },
+          Qty: 1,
+          TaxCodeRef: {
+            value:
+              taxCodes[
+                findTaxCode(
+                  {
+                    local: false,
+                    federal: false,
+                    state: false,
+                  },
+                  payment.job.bodyshop.md_responsibility_centers.sales_tax_codes
+                )
+              ],
+          },
+        },
+      },
+    ],
+  };
+  logger.log("qbo-payments-objectlog", "DEBUG", req.user.email, payment.id, {
+    paymentQbo,
+  });
+  try {
+    const result = await oauthClient.makeApiCall({
+      url: urlBuilder(qbo_realmId, "creditmemo"),
+      method: "POST",
+      headers: {
+        "Content-Type": "application/json",
+      },
+      body: JSON.stringify(paymentQbo),
+    });
+    setNewRefreshToken(req.user.email, result);
+    return result && result.Bill;
+  } catch (error) {
+    logger.log("qbo-payables-error", "DEBUG", req.user.email, payment.id, {
+      error: error && error.message,
+      method: "InsertCreditMemo",
+    });
+    throw error;
+  }
+}

server/accounting/qbxml/qbxml-payments.js

@@ -152,7 +152,7 @@ const generatePayment = (payment, isThreeTier, twoTierPref) => {
       QBXML: {
         QBXMLMsgsRq: {
           "@onError": "continueOnError",
-          CreditMemoAddRq: {
+          wMemoAddRq: {
             CreditMemoAdd: {
               CustomerRef: {
                 FullName: (payment.job.bodyshop.accountingconfig.tiers === 3