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IO-2854 Handle Exporting to Accounting

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Signed-off-by: Allan Carr <allan.carr@thinkimex.com>
This commit is contained in:
Allan Carr
2024-08-02 11:30:08 -07:00
parent 49a1f0c42c
commit f1940a320c
3 changed files with 114 additions and 5 deletions
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63
server/accounting/qb-receivables-lines.js
View File

@@ -664,7 +664,7 @@ exports.default = function ({ bodyshop, jobs_by_pk, qbo = false, items, taxCodes
});
}
} else {
//Handle insurance profile adjustments
//Handle insurance profile adjustments for Parts
Object.keys(job_totals.parts.adjustments).forEach((key) => {
if (qbo) {
//Going to always assume that we need to apply GST and PST for labor.
@@ -718,6 +718,67 @@ exports.default = function ({ bodyshop, jobs_by_pk, qbo = false, items, taxCodes
}
});
//Handle insurance profile adjustments for Labor and Materials
Object.keys(job_totals.rate).forEach((key) => {
if (
job_totals.rate[key] &&
job_totals.rate[key].adjustment &&
job_totals.rate[key].adjustment.isZero() === false
) {
if (qbo) {
//Going to always assume that we need to apply GST and PST for labor.
const taxAccountCode = findTaxCode(
{
local: false,
federal: process.env.COUNTRY === "USA" ? false : true,
state: jobs_by_pk.state_tax_rate === 0 ? false : true
},
bodyshop.md_responsibility_centers.sales_tax_codes
);
const account = responsibilityCenters.profits.find(
(c) => c.name === responsibilityCenters.defaults.profits[key.toUpperCase()]
);
const QboTaxId =
process.env.COUNTRY === "USA"
? CheckQBOUSATaxID({
// jobline: jobline,
job: jobs_by_pk,
type: "storage"
})
: taxCodes[taxAccountCode];
InvoiceLineAdd.push({
DetailType: "SalesItemLineDetail",
Amount: Dinero(job_totals.rate[key]).adjustment.toFormat(DineroQbFormat),
Description: `${account.accountdesc} - Adjustment`,
SalesItemLineDetail: {
...(jobs_by_pk.class ? { ClassRef: { value: classes[jobs_by_pk.class] } } : {}),
ItemRef: {
value: items[account.accountitem]
},
TaxCodeRef: {
value: QboTaxId
},
Qty: 1
}
});
} else {
InvoiceLineAdd.push({
ItemRef: {
FullName: responsibilityCenters.profits.find(
(c) => c.name === responsibilityCenters.defaults.profits[key.toUpperCase()]
).accountitem
},
Desc: "Storage",
Quantity: 1,
Amount: Dinero(job_totals.rate[key]).adjustment.toFormat(DineroQbFormat),
SalesTaxCodeRef: {
FullName: bodyshop.md_responsibility_centers.taxes.itemexemptcode || "NON"
}
});
}
}
});
const QboTaxId =
process.env.COUNTRY === "USA"
? CheckQBOUSATaxID({

22
server/cdk/cdk-calculate-allocations.js
View File

@@ -360,12 +360,10 @@ function calculateAllocations(connectionData, job) {
}
}
if (InstanceManager({ rome: true })) {
//profile level adjustments
//profile level adjustments for parts
Object.keys(job.job_totals.parts.adjustments).forEach((key) => {
const accountName = selectedDmsAllocationConfig.profits[key];
const otherAccount = bodyshop.md_responsibility_centers.profits.find((c) => c.name === accountName);
if (otherAccount) {
if (!profitCenterHash[accountName]) profitCenterHash[accountName] = Dinero();
@@ -380,6 +378,24 @@ function calculateAllocations(connectionData, job) {
);
}
});
//profile level adjustments for labor and materials
Object.keys(job.job_totals.rates).forEach((key) => {
if (job.job_totals.rate[key] && job.job_totals.rate[key].adjustment && job.job_totals.rate[key].adjustment.isZero() === false) {
const accountName = selectedDmsAllocationConfig.profits[key.toUpperCase()];
const otherAccount = bodyshop.md_responsibility_centers.profits.find((c) => c.name === accountName);
if (otherAccount) {
if (!profitCenterHash[accountName]) profitCenterHash[accountName] = Dinero();
profitCenterHash[accountName] = profitCenterHash[accountName].add(Dinero(job.job_totals.rates[key].adjustments));
} else {
CdkBase.createLogEvent(
connectionData,
"ERROR",
`Error encountered in CdkCalculateAllocations. Unable to find adjustment account. ${error}`
);
}
}
});
}
const jobAllocations = _.union(Object.keys(profitCenterHash), Object.keys(costCenterHash)).map((key) => {

34
server/job/job-costing.js
View File

@@ -375,7 +375,7 @@ function GenerateCostingData(job) {
: Dinero()
);
// Profile Discount for Parts
// Profile Discount for Parts
if (job.parts_tax_rates && job.parts_tax_rates[val.part_type.toUpperCase()]) {
if (
job.parts_tax_rates[val.part_type.toUpperCase()].prt_discp !== undefined &&
@@ -476,6 +476,7 @@ function GenerateCostingData(job) {
if (!hasMapaLine) {
if (!jobLineTotalsByProfitCenter.additional[defaultProfits["MAPA"]])
jobLineTotalsByProfitCenter.additional[defaultProfits["MAPA"]] = Dinero();
jobLineTotalsByProfitCenter.additional[defaultProfits["MAPA"]] = jobLineTotalsByProfitCenter.additional[
defaultProfits["MAPA"]
].add(
@@ -483,10 +484,26 @@ function GenerateCostingData(job) {
amount: Math.round((job.rate_mapa || 0) * 100)
}).multiply(materialsHours.mapaHrs || 0)
);
let adjp = 0;
if (job.materials["MAPA"] && job.materials["MAPA"].mat_adjp) {
adjp =
Math.abs(job.materials["MAPA"].mat_adjp) > 1
? job.materials["MAPA"].mat_adjp
: job.materials["MAPA"].mat_adjp * 100; //Adjust mat_adjp to whole number
}
jobLineTotalsByProfitCenter.additional[defaultProfits["MAPA"]] = jobLineTotalsByProfitCenter.additional[
defaultProfits["MAPA"]
].add(
jobLineTotalsByProfitCenter.additional[defaultProfits["MAPA"]]
.percentage(adjp < 0 ? adjp * -1 : adjp)
.multiply(adjp < 0 ? -1 : 1)
);
}
if (!hasMashLine) {
if (!jobLineTotalsByProfitCenter.additional[defaultProfits["MASH"]])
jobLineTotalsByProfitCenter.additional[defaultProfits["MASH"]] = Dinero();
jobLineTotalsByProfitCenter.additional[defaultProfits["MASH"]] = jobLineTotalsByProfitCenter.additional[
defaultProfits["MASH"]
].add(
@@ -494,6 +511,21 @@ function GenerateCostingData(job) {
amount: Math.round((job.rate_mash || 0) * 100)
}).multiply(materialsHours.mashHrs || 0)
);
let adjp = 0;
if (job.materials["MASH"] && job.materials["MASH"].mat_adjp) {
adjp =
Math.abs(job.materials["MASH"].mat_adjp) > 1
? job.materials["MASH"].mat_adjp
: job.materials["MASH"].mat_adjp * 100; //Adjust mat_adjp to whole number
}
jobLineTotalsByProfitCenter.additional[defaultProfits["MASH"]] = jobLineTotalsByProfitCenter.additional[
defaultProfits["MASH"]
].add(
jobLineTotalsByProfitCenter.additional[defaultProfits["MASH"]]
.percentage(adjp < 0 ? adjp * -1 : adjp)
.multiply(adjp < 0 ? -1 : 1)
);
}
//Is it a DMS Setup?