IO-2054 QBO Split AR

bodyshop_translations.babel

@@ -24557,6 +24557,53 @@
                                             </concept_node>
                                         </children>
                                     </folder_node>
+                                    <folder_node>
+                                        <name>qb_multiple_payers</name>
+                                        <children>
+                                            <concept_node>
+                                                <name>amount</name>
+                                                <definition_loaded>false</definition_loaded>
+                                                <description></description>
+                                                <comment></comment>
+                                                <default_text></default_text>
+                                                <translations>
+                                                    <translation>
+                                                        <language>en-US</language>
+                                                        <approved>false</approved>
+                                                    </translation>
+                                                    <translation>
+                                                        <language>es-MX</language>
+                                                        <approved>false</approved>
+                                                    </translation>
+                                                    <translation>
+                                                        <language>fr-CA</language>
+                                                        <approved>false</approved>
+                                                    </translation>
+                                                </translations>
+                                            </concept_node>
+                                            <concept_node>
+                                                <name>name</name>
+                                                <definition_loaded>false</definition_loaded>
+                                                <description></description>
+                                                <comment></comment>
+                                                <default_text></default_text>
+                                                <translations>
+                                                    <translation>
+                                                        <language>en-US</language>
+                                                        <approved>false</approved>
+                                                    </translation>
+                                                    <translation>
+                                                        <language>es-MX</language>
+                                                        <approved>false</approved>
+                                                    </translation>
+                                                    <translation>
+                                                        <language>fr-CA</language>
+                                                        <approved>false</approved>
+                                                    </translation>
+                                                </translations>
+                                            </concept_node>
+                                        </children>
+                                    </folder_node>
                                     <concept_node>
                                         <name>queued_for_parts</name>
                                         <definition_loaded>false</definition_loaded>

client/src/components/shop-info/shop-info.responsibilitycenters.component.jsx

@@ -4535,6 +4535,24 @@ export function ShopInfoResponsibilityCenterComponent({ bodyshop, form }) {
           <Input />
         </Form.Item>
       </LayoutFormRow>
+      <LayoutFormRow header={<div>Multiple Payers Item</div>}>
+        <Form.Item
+          label={t("bodyshop.fields.responsibilitycenter_accountitem")}
+          rules={[
+            {
+              required: true,
+              //message: t("general.validation.required"),
+            },
+          ]}
+          name={[
+            "md_responsibility_centers",
+            "qb_multiple_payers",
+            "accountitem",
+          ]}
+        >
+          <Input />
+        </Form.Item>
+      </LayoutFormRow>
       <Typography.Title level={4}>
         {t("bodyshop.labels.responsibilitycenters.sales_tax_codes")}
       </Typography.Title>

client/src/graphql/jobs.queries.js

@@ -1890,6 +1890,7 @@ export const QUERY_JOB_CLOSE_DETAILS = gql`
       actual_in
       kmin
       kmout
+      qb_multiple_payers
       joblines(where: { removed: { _eq: false } }, order_by: { line_no: asc }) {
         id
         removed

client/src/pages/jobs-close/jobs-close.component.jsx

@@ -1,34 +1,38 @@
+import { DeleteFilled } from "@ant-design/icons";
 import { useApolloClient, useMutation } from "@apollo/client";
 import {
-  Button,
-  Form,
-  notification,
-  Popconfirm,
-  Space,
   Alert,
+  Button,
   Divider,
-  PageHeader,
+  Form,
-  InputNumber,
   Input,
+  InputNumber,
+  notification,
+  PageHeader,
+  Popconfirm,
+  Select,
+  Space,
   Switch,
 } from "antd";
 import React, { useState } from "react";
 import { useTranslation } from "react-i18next";
 import { connect } from "react-redux";
 //import { useHistory } from "react-router-dom";
+import { useTreatments } from "@splitsoftware/splitio-react";
+import moment from "moment";
+import { Link } from "react-router-dom";
 import { createStructuredSelector } from "reselect";
+import DateTimePicker from "../../components/form-date-time-picker/form-date-time-picker.component";
 import FormsFieldChanged from "../../components/form-fields-changed-alert/form-fields-changed-alert.component";
+import CurrencyInput from "../../components/form-items-formatted/currency-form-item.component";
 import JobsScoreboardAdd from "../../components/job-scoreboard-add-button/job-scoreboard-add-button.component";
 import JobsCloseAutoAllocate from "../../components/jobs-close-auto-allocate/jobs-close-auto-allocate.component";
 import JobsCloseLines from "../../components/jobs-close-lines/jobs-close-lines.component";
+import LayoutFormRow from "../../components/layout-form-row/layout-form-row.component";
 import { generateJobLinesUpdatesForInvoicing } from "../../graphql/jobs-lines.queries";
 import { UPDATE_JOB } from "../../graphql/jobs.queries";
 import { selectJobReadOnly } from "../../redux/application/application.selectors";
 import { selectBodyshop } from "../../redux/user/user.selectors";
-import LayoutFormRow from "../../components/layout-form-row/layout-form-row.component";
-import DateTimePicker from "../../components/form-date-time-picker/form-date-time-picker.component";
-import moment from "moment";
-import { Link } from "react-router-dom";
 
 const mapStateToProps = createStructuredSelector({
   bodyshop: selectBodyshop,
@@ -42,6 +46,11 @@ export function JobsCloseComponent({ job, bodyshop, jobRO }) {
   // const history = useHistory();
   const [closeJob] = useMutation(UPDATE_JOB);
   const [loading, setLoading] = useState(false);
+  const { Qb_Multi_Ar } = useTreatments(
+    ["Qb_Multi_Ar"],
+    {},
+    bodyshop && bodyshop.imexshopid
+  );
 
   const handleFinish = async ({ removefromproduction, ...values }) => {
     setLoading(true);
@@ -65,6 +74,9 @@ export function JobsCloseComponent({ job, bodyshop, jobRO }) {
           kmout: values.kmout,
           dms_allocation: values.dms_allocation,
           ...(removefromproduction ? { inproduction: false } : {}),
+          ...(values.qb_multiple_payers
+            ? { qb_multiple_payers: values.qb_multiple_payers }
+            : {}),
         },
       },
       refetchQueries: ["QUERY_JOB_CLOSE_DETAILS"],
@@ -127,6 +139,7 @@ export function JobsCloseComponent({ job, bodyshop, jobRO }) {
           kmin: job.kmin,
           kmout: job.kmout,
           dms_allocation: job.dms_allocation,
+          qb_multiple_payers: job.qb_multiple_payers,
         }}
         scrollToFirstError
       >
@@ -312,6 +325,76 @@ export function JobsCloseComponent({ job, bodyshop, jobRO }) {
             </Form.Item>
           )}
         </LayoutFormRow>
+        {Qb_Multi_Ar.treatment === "on" && (
+          <>
+            <Form.List name={["qb_multiple_payers"]}>
+              {(fields, { add, remove }) => {
+                return (
+                  <div>
+                    {fields.map((field, index) => (
+                      <Form.Item key={field.key}>
+                        <Space>
+                          <Form.Item
+                            label={t("jobs.fields.qb_multiple_payers.name")}
+                            key={`${index}name`}
+                            name={[field.name, "name"]}
+                            rules={[
+                              {
+                                required: true,
+                              },
+                            ]}
+                          >
+                            <Select
+                              style={{ minWidth: "12rem" }}
+                              disabled={jobRO}
+                            >
+                              {bodyshop.md_ins_cos.map((s) => (
+                                <Select.Option key={s.name} value={s.name}>
+                                  {s.name}
+                                </Select.Option>
+                              ))}
+                            </Select>
+                          </Form.Item>
+
+                          <Form.Item
+                            label={t("jobs.fields.qb_multiple_payers.amount")}
+                            key={`${index}amount`}
+                            name={[field.name, "amount"]}
+                            rules={[
+                              {
+                                required: true,
+                              },
+                            ]}
+                          >
+                            <CurrencyInput min={0} disabled={jobRO} />
+                          </Form.Item>
+
+                          <DeleteFilled
+                            disabled={jobRO}
+                            onClick={() => {
+                              remove(field.name);
+                            }}
+                          />
+                        </Space>
+                      </Form.Item>
+                    ))}
+                    <Form.Item>
+                      <Button
+                        disabled={jobRO}
+                        onClick={() => {
+                          if (fields.length < 3) add();
+                        }}
+                        style={{ width: "100%" }}
+                      >
+                        {t("jobs.actions.dms.addpayer")}
+                      </Button>
+                    </Form.Item>
+                  </div>
+                );
+              }}
+            </Form.List>
+          </>
+        )}
         <Divider />
         <JobsCloseLines job={job} />
       </Form>

client/src/translations/en_us/common.json

@@ -1468,6 +1468,10 @@
 				"production_vars": {
 					"note": "Production Note"
 				},
+				"qb_multiple_payers": {
+					"amount": "Amount",
+					"name": "Name"
+				},
 				"queued_for_parts": "Queued for Parts",
 				"rate_ats": "ATS Rate",
 				"rate_la1": "LA1",

client/src/translations/es/common.json

@@ -1468,6 +1468,10 @@
 				"production_vars": {
 					"note": ""
 				},
+				"qb_multiple_payers": {
+					"amount": "",
+					"name": ""
+				},
 				"queued_for_parts": "",
 				"rate_ats": "",
 				"rate_la1": "Tarifa LA1",

client/src/translations/fr/common.json

@@ -1468,6 +1468,10 @@
 				"production_vars": {
 					"note": ""
 				},
+				"qb_multiple_payers": {
+					"amount": "",
+					"name": ""
+				},
 				"queued_for_parts": "",
 				"rate_ats": "",
 				"rate_la1": "Taux LA1",

hasura/metadata/tables.yaml

@@ -3139,6 +3139,7 @@
           - po_number
           - policy_no
           - production_vars
+          - qb_multiple_payers
           - queued_for_parts
           - rate_ats
           - rate_la1
@@ -3401,6 +3402,7 @@
           - po_number
           - policy_no
           - production_vars
+          - qb_multiple_payers
           - queued_for_parts
           - rate_ats
           - rate_la1
@@ -3673,6 +3675,7 @@
           - po_number
           - policy_no
           - production_vars
+          - qb_multiple_payers
           - queued_for_parts
           - rate_ats
           - rate_la1

hasura/migrations/1663703336163_alter_table_public_jobs_add_column_qb_multiple_payers/down.sql

@@ -0,0 +1,4 @@
+-- Could not auto-generate a down migration.
+-- Please write an appropriate down migration for the SQL below:
+-- alter table "public"."jobs" add column "qb_multiple_payers" jsonb
+--  null;

hasura/migrations/1663703336163_alter_table_public_jobs_add_column_qb_multiple_payers/up.sql

@@ -0,0 +1,2 @@
+alter table "public"."jobs" add column "qb_multiple_payers" jsonb
+ null;

server/accounting/qb-receivables-lines.js

@@ -648,6 +648,56 @@ exports.default = function ({
     });
   }
 
+  //Check if there are multiple payers. If there are, add a deduction line and make sure we create new invoices.
+
+  if (
+    jobs_by_pk.qb_multiple_payers &&
+    jobs_by_pk.qb_multiple_payers.length > 0
+  ) {
+    jobs_by_pk.qb_multiple_payers.forEach((payer) => {
+      if (qbo) {
+        InvoiceLineAdd.push({
+          DetailType: "SalesItemLineDetail",
+          Amount: Dinero({ amount: (payer.amount || 0) * 100 * -1 }).toFormat(
+            DineroQbFormat
+          ),
+          SalesItemLineDetail: {
+            ...(jobs_by_pk.class
+              ? { ClassRef: { value: classes[jobs_by_pk.class] } }
+              : {}),
+            ItemRef: {
+              value:
+                items[responsibilityCenters.qb_multiple_payers?.accountitem],
+            },
+            Qty: 1,
+            TaxCodeRef: {
+              value:
+                taxCodes[
+                  findTaxCode(
+                    {
+                      local: false,
+                      federal: false,
+                      state: false,
+                    },
+                    bodyshop.md_responsibility_centers.sales_tax_codes
+                  )
+                ],
+            },
+          },
+        });
+      } else {
+        InvoiceLineAdd.push({
+          ItemRef: {
+            FullName: responsibilityCenters.qb_multiple_payers?.accountitem,
+          },
+          Desc: `${payer.name} Liability`,
+          Amount: Dinero({ amount: (payer.amount || 0) * 100 * -1 }).toFormat(
+            DineroQbFormat
+          ),
+        });
+      }
+    });
+  }
   return InvoiceLineAdd;
 };
 
@@ -667,3 +717,65 @@ const findTaxCode = ({ local, state, federal }, taxcode) => {
   }
 };
 exports.findTaxCode = findTaxCode;
+
+exports.createMultiQbPayerLines = function ({
+  bodyshop,
+  jobs_by_pk,
+  qbo = false,
+  items,
+  taxCodes,
+  classes,
+  payer,
+}) {
+  const InvoiceLineAdd = [];
+  const responsibilityCenters = bodyshop.md_responsibility_centers;
+
+  const invoiceLineHash = {}; //The hash of cost and profit centers based on the center name.
+
+  if (qbo) {
+    //Going to always assume that we need to apply GST and PST for labor.
+    const taxAccountCode = findTaxCode(
+      {
+        local: false,
+        federal: false,
+        state: false,
+      },
+      bodyshop.md_responsibility_centers.sales_tax_codes
+    );
+    const QboTaxId = taxCodes[taxAccountCode];
+    InvoiceLineAdd.push({
+      DetailType: "SalesItemLineDetail",
+      Amount: Dinero({
+        amount: Math.round((payer.amount || 0) * 100),
+      }).toFormat(DineroQbFormat),
+      SalesItemLineDetail: {
+        ...(jobs_by_pk.class
+          ? { ClassRef: { value: classes[jobs_by_pk.class] } }
+          : {}),
+        ItemRef: {
+          value: items[responsibilityCenters.qb_multiple_payers?.accountitem],
+        },
+        TaxCodeRef: {
+          value: QboTaxId,
+        },
+        Qty: 1,
+      },
+    });
+  } else {
+    InvoiceLineAdd.push({
+      ItemRef: {
+        FullName: responsibilityCenters.qb_multiple_payers?.accountitem,
+      },
+      Desc: `${payer.name} Liability`,
+      Quantity: 1,
+      Amount: Dinero({
+        amount: Math.round((payer.amount || 0) * 100),
+      }).toFormat(DineroQbFormat),
+      SalesTaxCodeRef: {
+        FullName: "E",
+      },
+    });
+  }
+
+  return InvoiceLineAdd;
+};

server/accounting/qbo/qbo-receivables.js

@@ -21,6 +21,7 @@ const moment = require("moment-timezone");
 
 const GraphQLClient = require("graphql-request").GraphQLClient;
 const { generateOwnerTier } = require("../qbxml/qbxml-utils");
+const { createMultiQbPayerLines } = require("../qb-receivables-lines");
 
 exports.default = async (req, res) => {
   const oauthClient = new OAuthClient({
@@ -115,7 +116,13 @@ exports.default = async (req, res) => {
         }
 
         //Query for the Job or Create it.
-        jobTier = await QueryJob(oauthClient, qbo_realmId, req, job);
+        jobTier = await QueryJob(
+          oauthClient,
+          qbo_realmId,
+          req,
+          job,
+          isThreeTier ? ownerCustomerTier : null // ownerCustomerTier || insCoCustomerTier
+        );
 
         // Need to validate that the job tier is associated to the right individual?
 
@@ -140,6 +147,65 @@ exports.default = async (req, res) => {
             jobTier
           );
 
+          if (job.qb_multiple_payers && job.qb_multiple_payers.length > 0) {
+            for (const [index, payer] of job.qb_multiple_payers.entries()) {
+              //do the thing.
+
+              //Create the source level.
+              let insCoCustomerTier, ownerCustomerTier, jobTier;
+
+              //Insert the insurance company tier.
+              //Query for top level customer, the insurance company name.
+              insCoCustomerTier = await QueryInsuranceCo(
+                oauthClient,
+                qbo_realmId,
+                req,
+                { ...job, ins_co_nm: payer.name }
+              );
+              if (!insCoCustomerTier) {
+                //Creating the Insurance Customer.
+                insCoCustomerTier = await InsertInsuranceCo(
+                  oauthClient,
+                  qbo_realmId,
+                  req,
+                  { ...job, ins_co_nm: payer.name },
+                  bodyshop
+                );
+              }
+              //Query for the Job or Create it.
+              jobTier = await QueryJob(
+                oauthClient,
+                qbo_realmId,
+                req,
+                job,
+                insCoCustomerTier
+              );
+              // Need to validate that the job tier is associated to the right individual?
+              if (!jobTier) {
+                jobTier = await InsertJob(
+                  oauthClient,
+                  qbo_realmId,
+                  req,
+                  job,
+                  insCoCustomerTier
+                );
+              }
+
+              //Create the RO level
+
+              await InsertInvoiceMultiPayerInvoice(
+                oauthClient,
+                qbo_realmId,
+                req,
+                job,
+                bodyshop,
+                jobTier,
+                payer,
+                `-${index + 1}`
+              );
+            }
+          }
+
           // //No error. Mark the job exported & insert export log.
           if (elgen) {
             const result = await client
@@ -212,7 +278,7 @@ async function QueryInsuranceCo(oauthClient, qbo_realmId, req, job) {
         "query",
         `select * From Customer where DisplayName = '${StandardizeName(
           job.ins_co_nm.trim()
-        )}'`
+        )}' and Active = true`
       ),
       method: "POST",
       headers: {
@@ -284,7 +350,7 @@ async function QueryOwner(oauthClient, qbo_realmId, req, job) {
       "query",
       `select * From Customer where DisplayName = '${StandardizeName(
         ownerName
-      )}'`
+      )}' and Active = true`
     ),
     method: "POST",
     headers: {
@@ -348,12 +414,12 @@ async function InsertOwner(
   }
 }
 exports.InsertOwner = InsertOwner;
-async function QueryJob(oauthClient, qbo_realmId, req, job) {
+async function QueryJob(oauthClient, qbo_realmId, req, job, parentTierRef) {
   const result = await oauthClient.makeApiCall({
     url: urlBuilder(
       qbo_realmId,
       "query",
-      `select * From Customer where DisplayName = '${job.ro_number}'`
+      `select * From Customer where DisplayName = '${job.ro_number}' and Active = true`
     ),
     method: "POST",
     headers: {
@@ -365,9 +431,14 @@ async function QueryJob(oauthClient, qbo_realmId, req, job) {
     result.json &&
     result.json.QueryResponse &&
     result.json.QueryResponse.Customer &&
-    result.json.QueryResponse.Customer[0]
+    (parentTierRef
+      ? result.json.QueryResponse.Customer.find(
+          (x) => x.ParentRef.value === parentTierRef.Id
+        )
+      : result.json.QueryResponse.Customer[0])
   );
 }
+
 exports.QueryJob = QueryJob;
 async function InsertJob(oauthClient, qbo_realmId, req, job, parentTierRef) {
   const Customer = {
@@ -602,3 +673,137 @@ async function InsertInvoice(
     throw error;
   }
 }
+async function InsertInvoiceMultiPayerInvoice(
+  oauthClient,
+  qbo_realmId,
+  req,
+  job,
+  bodyshop,
+  parentTierRef,
+  payer,
+  suffix
+) {
+  const { items, taxCodes, classes } = await QueryMetaData(
+    oauthClient,
+    qbo_realmId,
+    req
+  );
+  const InvoiceLineAdd = createMultiQbPayerLines({
+    bodyshop,
+    jobs_by_pk: job,
+    qbo: true,
+    items,
+    taxCodes,
+    classes,
+    payer,
+    suffix,
+  });
+
+  const invoiceObj = {
+    Line: InvoiceLineAdd,
+    TxnDate: moment(job.date_invoiced)
+      .tz(bodyshop.timezone)
+      .format("YYYY-MM-DD"),
+    DocNumber: job.ro_number + suffix,
+    ...(job.class ? { ClassRef: { value: classes[job.class] } } : {}),
+    CustomerMemo: {
+      value: `${job.clm_no ? `Claim No: ${job.clm_no}` : ``}${
+        job.po_number ? `PO No: ${job.po_number}` : ``
+      } Vehicle:${job.v_model_yr || ""} ${job.v_make_desc || ""} ${
+        job.v_model_desc || ""
+      } ${job.v_vin || ""} ${job.plate_no || ""} `.trim(),
+    },
+    CustomerRef: {
+      value: parentTierRef.Id,
+    },
+    ...(bodyshop.accountingconfig.qbo_departmentid &&
+      bodyshop.accountingconfig.qbo_departmentid.trim() !== "" && {
+        DepartmentRef: { value: bodyshop.accountingconfig.qbo_departmentid },
+      }),
+    CustomField: [
+      ...(bodyshop.accountingconfig.ReceivableCustomField1
+        ? [
+            {
+              DefinitionId: "1",
+              StringValue:
+                job[bodyshop.accountingconfig.ReceivableCustomField1],
+              Type: "StringType",
+            },
+          ]
+        : []),
+      ...(bodyshop.accountingconfig.ReceivableCustomField2
+        ? [
+            {
+              DefinitionId: "2",
+              StringValue:
+                job[bodyshop.accountingconfig.ReceivableCustomField2],
+              Type: "StringType",
+            },
+          ]
+        : []),
+      ...(bodyshop.accountingconfig.ReceivableCustomField3
+        ? [
+            {
+              DefinitionId: "3",
+              StringValue:
+                job[bodyshop.accountingconfig.ReceivableCustomField3],
+              Type: "StringType",
+            },
+          ]
+        : []),
+    ],
+    ...(bodyshop.accountingconfig &&
+      bodyshop.accountingconfig.qbo &&
+      bodyshop.accountingconfig.qbo_usa &&
+      bodyshop.region_config.includes("CA_") && {
+        TxnTaxDetail: {
+          TxnTaxCodeRef: {
+            value:
+              taxCodes[
+                bodyshop.md_responsibility_centers.taxes.state.accountitem
+              ],
+          },
+        },
+      }),
+
+    ...(bodyshop.accountingconfig.printlater
+      ? { PrintStatus: "NeedToPrint" }
+      : {}),
+    ...(bodyshop.accountingconfig.emaillater && job.ownr_ea
+      ? { EmailStatus: "NeedToSend" }
+      : {}),
+    BillAddr: {
+      Line3: `${job.ownr_city || ""}, ${job.ownr_st || ""} ${
+        job.ownr_zip || ""
+      }`.trim(),
+      Line2: job.ownr_addr1 || "",
+      Line1: `${job.ownr_fn || ""} ${job.ownr_ln || ""} ${
+        job.ownr_co_nm || ""
+      }`,
+    },
+  };
+
+  logger.log("qbo-receivable-objectlog", "DEBUG", req.user.email, job.id, {
+    invoiceObj,
+  });
+
+  try {
+    const result = await oauthClient.makeApiCall({
+      url: urlBuilder(qbo_realmId, "invoice"),
+      method: "POST",
+
+      headers: {
+        "Content-Type": "application/json",
+      },
+      body: JSON.stringify(invoiceObj),
+    });
+    setNewRefreshToken(req.user.email, result);
+    return result && result.json && result.json.Invoice;
+  } catch (error) {
+    logger.log("qbo-receivables-error", "DEBUG", req.user.email, job.id, {
+      error,
+      method: "InsertOwner",
+    });
+    throw error;
+  }
+}

server/graphql-client/queries.js

@@ -191,6 +191,7 @@ query QUERY_JOBS_FOR_RECEIVABLES_EXPORT($ids: [uuid!]!) {
     storage_payable
     adjustment_bottom_line
     state_tax_rate
+    qb_multiple_payers
     owner {
       accountingid
     }