IO-3592 WIP Summary Reports

Signed-off-by: Allan Carr <allan@imexsystems.ca>

client/src/components/eula/eula.component.jsx

@@ -25,6 +25,7 @@ const Eula = ({ currentEula, currentUser, acceptEula }) => {
 
   const handleScroll = useCallback(
     (e) => {
+      if (!e.target) return;
       const bottom = e.target.scrollHeight - 100 <= e.target.scrollTop + e.target.clientHeight;
       if (bottom && !hasEverScrolledToBottom) {
         setHasEverScrolledToBottom(true);
@@ -36,7 +37,9 @@ const Eula = ({ currentEula, currentUser, acceptEula }) => {
   );
 
   useEffect(() => {
-    handleScroll({ target: markdownCardRef.current });
+    if (markdownCardRef.current) {
+      handleScroll({ target: markdownCardRef.current });
+    }
   }, [handleScroll]);
 
   const handleChange = useCallback(() => {

client/src/translations/en_us/common.json

@@ -3372,8 +3372,10 @@
         "void_ros": "Void ROs",
         "work_in_progress_committed_labour": "Work in Progress - Committed Labor",
         "work_in_progress_jobs": "Work in Progress - Jobs",
-        "work_in_progress_labour": "Work in Progress - Labor",
-        "work_in_progress_payables": "Work in Progress - Payables"
+        "work_in_progress_labour": "Work in Progress - Labor (Detail)",
+        "work_in_progress_labour_summary": "Work in Progress - Labor (Summary)",
+        "work_in_progress_payables": "Work in Progress - Payables (Detail)",
+        "work_in_progress_payables_summary": "Work in Progress - Payables (Summary)"
       }
     },
     "schedule": {

client/src/translations/es/common.json

@@ -3373,7 +3373,9 @@
         "work_in_progress_committed_labour": "",
         "work_in_progress_jobs": "",
         "work_in_progress_labour": "",
-        "work_in_progress_payables": ""
+        "work_in_progress_labour_summary": "",
+        "work_in_progress_payables": "",
+        "work_in_progress_payables_summary": ""
       }
     },
     "schedule": {

client/src/translations/fr/common.json

@@ -3373,7 +3373,9 @@
         "work_in_progress_committed_labour": "",
         "work_in_progress_jobs": "",
         "work_in_progress_labour": "",
-        "work_in_progress_payables": ""
+        "work_in_progress_labour_summary": "",
+        "work_in_progress_payables": "",
+        "work_in_progress_payables_summary": ""
       }
     },
     "schedule": {

client/src/utils/TemplateConstants.js

@@ -1717,6 +1717,20 @@ export const TemplateList = (type, context) => {
             group: "jobs",
             featureNameRestricted: "timetickets"
           },
+          work_in_progress_labour_summary: {
+            title: i18n.t("reportcenter.templates.work_in_progress_labour_summary"),
+            description: "",
+            subject: i18n.t("reportcenter.templates.work_in_progress_labour_summary"),
+            key: "work_in_progress_labour_summary",
+            //idtype: "vendor",
+            disabled: false,
+            rangeFilter: {
+              object: i18n.t("reportcenter.labels.objects.jobs"),
+              field: i18n.t("jobs.fields.date_open")
+            },
+            group: "jobs",
+            featureNameRestricted: "timetickets"
+          },
           work_in_progress_committed_labour: {
             title: i18n.t("reportcenter.templates.work_in_progress_committed_labour"),
             description: "",
@@ -1746,6 +1760,20 @@ export const TemplateList = (type, context) => {
             group: "jobs",
             featureNameRestricted: "bills"
           },
+          work_in_progress_payables_summary: {
+            title: i18n.t("reportcenter.templates.work_in_progress_payables_summary"),
+            description: "",
+            subject: i18n.t("reportcenter.templates.work_in_progress_payables_summary"),
+            key: "work_in_progress_payables_summary",
+            //idtype: "vendor",
+            disabled: false,
+            rangeFilter: {
+              object: i18n.t("reportcenter.labels.objects.jobs"),
+              field: i18n.t("jobs.fields.date_open")
+            },
+            group: "jobs",
+            featureNameRestricted: "bills"
+          },
           lag_time: {
             title: i18n.t("reportcenter.templates.lag_time"),
             description: "",

server/accounting/qbo/qbo-payables.js

@@ -130,13 +130,12 @@ exports.default = async (req, res) => {
 
 async function QueryVendorRecord(oauthClient, qbo_realmId, req, bill) {
   try {
-    const url = urlBuilder(
-      qbo_realmId,
-      "query",
-      `select * From vendor where DisplayName = '${StandardizeName(bill.vendor.name)}'`
-    );
     const result = await oauthClient.makeApiCall({
-      url: url,
+      url: urlBuilder(
+        qbo_realmId,
+        "query",
+        `select * From vendor where DisplayName = '${StandardizeName(bill.vendor.name)}'`
+      ),
       method: "POST",
       headers: {
         "Content-Type": "application/json"
@@ -151,11 +150,6 @@ async function QueryVendorRecord(oauthClient, qbo_realmId, req, bill) {
       bodyshopid: bill.job.shopid,
       email: req.user.email
     });
-    logger.log("qbo-payables-query", "DEBUG", req.user.email, null, {
-      method: "QueryVendorRecord",
-      call: url,
-      result: result.json
-    });
 
     return result.json?.QueryResponse?.Vendor?.[0];
   } catch (error) {
@@ -173,9 +167,8 @@ async function InsertVendorRecord(oauthClient, qbo_realmId, req, bill) {
     DisplayName: StandardizeName(bill.vendor.name)
   };
   try {
-    const url = urlBuilder(qbo_realmId, "vendor");
     const result = await oauthClient.makeApiCall({
-      url: url,
+      url: urlBuilder(qbo_realmId, "vendor"),
       method: "POST",
       headers: {
         "Content-Type": "application/json"
@@ -191,12 +184,6 @@ async function InsertVendorRecord(oauthClient, qbo_realmId, req, bill) {
       bodyshopid: bill.job.shopid,
       email: req.user.email
     });
-    logger.log("qbo-payments-insert", "DEBUG", req.user.email, null, {
-      method: "InsertVendorRecord",
-      call: url,
-      Vendor: Vendor,
-      result: result.json
-    });
 
     if (result.status >= 400) {
       throw new Error(JSON.stringify(result.json.Fault));
@@ -287,12 +274,11 @@ async function InsertBill(oauthClient, qbo_realmId, req, bill, vendor, bodyshop)
     VendorRef: {
       value: vendor.Id
     },
-    ...(vendor.TermRef &&
-      !bill.is_credit_memo && {
-        SalesTermRef: {
-          value: vendor.TermRef.value
-        }
-      }),
+    ...(vendor.TermRef && !bill.is_credit_memo && {
+      SalesTermRef: {
+        value: vendor.TermRef.value
+      }
+    }),
     TxnDate: moment(bill.date)
       //.tz(bill.job.bodyshop.timezone)
       .format("YYYY-MM-DD"),
@@ -332,9 +318,8 @@ async function InsertBill(oauthClient, qbo_realmId, req, bill, vendor, bodyshop)
     [logKey]: logValue
   });
   try {
-    const url = urlBuilder(qbo_realmId, bill.is_credit_memo ? "vendorcredit" : "bill");
     const result = await oauthClient.makeApiCall({
-      url: url,
+      url: urlBuilder(qbo_realmId, bill.is_credit_memo ? "vendorcredit" : "bill"),
       method: "POST",
       headers: {
         "Content-Type": "application/json"
@@ -350,12 +335,6 @@ async function InsertBill(oauthClient, qbo_realmId, req, bill, vendor, bodyshop)
       bodyshopid: bill.job.shopid,
       email: req.user.email
     });
-    logger.log("qbo-payables-insert", "DEBUG", req.user.email, null, {
-      method: "InsertBill",
-      call: url,
-      postingObj: bill.is_credit_memo ? VendorCredit : billQbo,
-      result: result.json
-    });
 
     if (result.status >= 400) {
       throw new Error(JSON.stringify(result.json.Fault));

server/accounting/qbo/qbo-payments.js

@@ -82,7 +82,14 @@ exports.default = async (req, res) => {
 
         if (isThreeTier || (!isThreeTier && twoTierPref === "name")) {
           //Insert the name/owner and account for whether the source should be the ins co in 3 tier..
-          ownerCustomerTier = await QueryOwner(oauthClient, qbo_realmId, req, payment.job, insCoCustomerTier);
+          ownerCustomerTier = await QueryOwner(
+            oauthClient,
+            qbo_realmId,
+            req,
+            payment.job,
+            isThreeTier,
+            insCoCustomerTier
+          );
           //Query for the owner itself.
           if (!ownerCustomerTier) {
             ownerCustomerTier = await InsertOwner(
@@ -222,9 +229,8 @@ async function InsertPayment(oauthClient, qbo_realmId, req, payment, parentRef)
     paymentQbo
   });
   try {
-    const url = urlBuilder(qbo_realmId, "payment");
     const result = await oauthClient.makeApiCall({
-      url: url,
+      url: urlBuilder(qbo_realmId, "payment"),
       method: "POST",
       headers: {
         "Content-Type": "application/json"
@@ -240,12 +246,6 @@ async function InsertPayment(oauthClient, qbo_realmId, req, payment, parentRef)
       bodyshopid: payment.job.shopid,
       email: req.user.email
     });
-    logger.log("qbo-payments-insert", "DEBUG", req.user.email, null, {
-      method: "InsertPayment",
-      call: url,
-      paymentQbo: paymentQbo,
-      result: result.json
-    });
 
     if (result.status >= 400) {
       throw new Error(JSON.stringify(result.json.Fault));
@@ -428,9 +428,8 @@ async function InsertCreditMemo(oauthClient, qbo_realmId, req, payment, parentRe
     paymentQbo
   });
   try {
-    const url = urlBuilder(qbo_realmId, "creditmemo");
     const result = await oauthClient.makeApiCall({
-      url: url,
+      url: urlBuilder(qbo_realmId, "creditmemo"),
       method: "POST",
       headers: {
         "Content-Type": "application/json"
@@ -446,12 +445,6 @@ async function InsertCreditMemo(oauthClient, qbo_realmId, req, payment, parentRe
       bodyshopid: req.user.bodyshopid,
       email: req.user.email
     });
-    logger.log("qbo-metadata-query", "DEBUG", req.user.email, null, {
-      method: "InsertCreditMemo",
-      call: url,
-      paymentQbo: paymentQbo,
-      result: result.json
-    });
 
     if (result.status >= 400) {
       throw new Error(JSON.stringify(result.json.Fault));

server/accounting/qbo/qbo-receivables.js

@@ -213,13 +213,12 @@ exports.default = async (req, res) => {
 
 async function QueryInsuranceCo(oauthClient, qbo_realmId, req, job) {
   try {
-    const url = urlBuilder(
-      qbo_realmId,
-      "query",
-      `select * From Customer where DisplayName = '${StandardizeName(job.ins_co_nm.trim())}' and Active = true`
-    );
     const result = await oauthClient.makeApiCall({
-      url: url,
+      url: urlBuilder(
+        qbo_realmId,
+        "query",
+        `select * From Customer where DisplayName = '${StandardizeName(job.ins_co_nm.trim())}' and Active = true`
+      ),
       method: "POST",
       headers: {
         "Content-Type": "application/json"
@@ -234,11 +233,6 @@ async function QueryInsuranceCo(oauthClient, qbo_realmId, req, job) {
       jobid: job.id,
       email: req.user.email
     });
-    logger.log("qbo-receivables-query", "DEBUG", req.user.email, job.id, {
-      method: "QueryInsuranceCo",
-      call: url,
-      result: result.json
-    });
 
     return result.json?.QueryResponse?.Customer?.[0];
   } catch (error) {
@@ -272,9 +266,8 @@ async function InsertInsuranceCo(oauthClient, qbo_realmId, req, job, bodyshop) {
     }
   };
   try {
-    const url = urlBuilder(qbo_realmId, "customer");
     const result = await oauthClient.makeApiCall({
-      url: url,
+      url: urlBuilder(qbo_realmId, "customer"),
       method: "POST",
       headers: {
         "Content-Type": "application/json"
@@ -290,12 +283,6 @@ async function InsertInsuranceCo(oauthClient, qbo_realmId, req, job, bodyshop) {
       jobid: job.id,
       email: req.user.email
     });
-    logger.log("qbo-receivables-insert", "DEBUG", req.user.email, job.id, {
-      method: "InsertInsuranceCo",
-      call: url,
-      customerObj: Customer,
-      result: result.json
-    });
 
     return result.json?.Customer;
   } catch (error) {
@@ -311,13 +298,12 @@ exports.InsertInsuranceCo = InsertInsuranceCo;
 
 async function QueryOwner(oauthClient, qbo_realmId, req, job, parentTierRef) {
   const ownerName = generateOwnerTier(job, true, null);
-  const url = urlBuilder(
-    qbo_realmId,
-    "query",
-    `select * From Customer where DisplayName = '${StandardizeName(ownerName)}' and Active = true`
-  );
   const result = await oauthClient.makeApiCall({
-    url: url,
+    url: urlBuilder(
+      qbo_realmId,
+      "query",
+      `select * From Customer where DisplayName = '${StandardizeName(ownerName)}' and Active = true`
+    ),
     method: "POST",
     headers: {
       "Content-Type": "application/json"
@@ -332,11 +318,6 @@ async function QueryOwner(oauthClient, qbo_realmId, req, job, parentTierRef) {
     jobid: job.id,
     email: req.user.email
   });
-  logger.log("qbo-receivables-query", "DEBUG", req.user.email, job.id, {
-    method: "QueryOwner",
-    call: url,
-    result: result.json
-  });
 
   return result.json?.QueryResponse?.Customer?.find((x) => x.ParentRef?.value === parentTierRef?.Id);
 }
@@ -366,9 +347,8 @@ async function InsertOwner(oauthClient, qbo_realmId, req, job, isThreeTier, pare
       : {})
   };
   try {
-    const url = urlBuilder(qbo_realmId, "customer");
     const result = await oauthClient.makeApiCall({
-      url: url,
+      url: urlBuilder(qbo_realmId, "customer"),
       method: "POST",
       headers: {
         "Content-Type": "application/json"
@@ -384,12 +364,6 @@ async function InsertOwner(oauthClient, qbo_realmId, req, job, isThreeTier, pare
       jobid: job.id,
       email: req.user.email
     });
-    logger.log("qbo-receivables-insert", "DEBUG", req.user.email, job.id, {
-      method: "InsertOwner",
-      call: url,
-      customerObj: Customer,
-      result: result.json
-    });
 
     return result.json?.Customer;
   } catch (error) {
@@ -404,13 +378,12 @@ async function InsertOwner(oauthClient, qbo_realmId, req, job, isThreeTier, pare
 exports.InsertOwner = InsertOwner;
 
 async function QueryJob(oauthClient, qbo_realmId, req, job, parentTierRef) {
-  const url = urlBuilder(
-    qbo_realmId,
-    "query",
-    `select * From Customer where DisplayName = '${job.ro_number}' and Active = true`
-  );
   const result = await oauthClient.makeApiCall({
-    url: url,
+    url: urlBuilder(
+      qbo_realmId,
+      "query",
+      `select * From Customer where DisplayName = '${job.ro_number}' and Active = true`
+    ),
     method: "POST",
     headers: {
       "Content-Type": "application/json"
@@ -425,11 +398,6 @@ async function QueryJob(oauthClient, qbo_realmId, req, job, parentTierRef) {
     jobid: job.id,
     email: req.user.email
   });
-  logger.log("qbo-receivables-query", "DEBUG", req.user.email, job.id, {
-    method: "QueryJob",
-    call: url,
-    result: result.json
-  });
 
   const customers = result.json?.QueryResponse?.Customer;
   return customers && (parentTierRef ? customers.find((x) => x.ParentRef.value === parentTierRef.Id) : customers[0]);
@@ -455,9 +423,8 @@ async function InsertJob(oauthClient, qbo_realmId, req, job, parentTierRef) {
     }
   };
   try {
-    const url = urlBuilder(qbo_realmId, "customer");
     const result = await oauthClient.makeApiCall({
-      url: url,
+      url: urlBuilder(qbo_realmId, "customer"),
       method: "POST",
       headers: {
         "Content-Type": "application/json"
@@ -473,12 +440,6 @@ async function InsertJob(oauthClient, qbo_realmId, req, job, parentTierRef) {
       jobid: job.id,
       email: req.user.email
     });
-    logger.log("qbo-receivables-insert", "DEBUG", req.user.email, job.id, {
-      method: "InsertJob",
-      call: url,
-      customerObj: Customer,
-      result: result.json
-    });
 
     if (result.status >= 400) {
       throw new Error(JSON.stringify(result.json.Fault));