IO-3605 Material Threshold Calculations

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

client/src/components/job-totals-table/job-totals.table.labor.component.jsx

@@ -144,18 +144,11 @@ export default function JobTotalsTableLabor({ job }) {
                 {t("jobs.labels.mapa")}
                 {InstanceRenderManager({
                   imex:
-                    job.materials?.mapa &&
-                    job.materials.mapa.cal_maxdlr &&
-                    job.materials.mapa.cal_maxdlr > 0 &&
-                    t("jobs.labels.threshhold", {
-                      amount: job.materials.mapa.cal_maxdlr
-                    }),
+                    (job.materials?.mapa ?? job.materials?.MAPA)?.cal_maxdlr > 0 &&
+                    t("jobs.labels.threshhold", { amount: (job.materials.mapa ?? job.materials.MAPA).cal_maxdlr }),
                   rome:
-                    job.materials?.MAPA &&
-                    job.materials.MAPA.cal_maxdlr !== undefined &&
-                    t("jobs.labels.threshhold", {
-                      amount: job.materials.MAPA.cal_maxdlr
-                    })
+                    job.materials?.MAPA?.cal_maxdlr !== undefined &&
+                    t("jobs.labels.threshhold", { amount: job.materials.MAPA.cal_maxdlr })
                 })}
               </Space>
             </ResponsiveTable.Summary.Cell>
@@ -190,18 +183,11 @@ export default function JobTotalsTableLabor({ job }) {
                 {t("jobs.labels.mash")}
                 {InstanceRenderManager({
                   imex:
-                    job.materials?.mash &&
-                    job.materials.mash.cal_maxdlr &&
-                    job.materials.mash.cal_maxdlr > 0 &&
-                    t("jobs.labels.threshhold", {
-                      amount: job.materials.mash.cal_maxdlr
-                    }),
+                    (job.materials?.mash ?? job.materials?.MASH)?.cal_maxdlr > 0 &&
+                    t("jobs.labels.threshhold", { amount: (job.materials.mash ?? job.materials.MASH).cal_maxdlr }),
                   rome:
-                    job.materials?.MASH &&
-                    job.materials.MASH.cal_maxdlr !== undefined &&
-                    t("jobs.labels.threshhold", {
-                      amount: job.materials.MASH.cal_maxdlr
-                    })
+                    job.materials?.MASH?.cal_maxdlr !== undefined &&
+                    t("jobs.labels.threshhold", { amount: job.materials.MASH.cal_maxdlr })
                 })}
               </Space>
             </ResponsiveTable.Summary.Cell>

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));

server/job/job-totals.js

@@ -315,7 +315,12 @@ function CalculateRatesTotals(ratesList) {
     if (item.mod_lbr_ty) {
       //Check to see if it has 0 hours and a price instead.
       //Extend for when there are hours and a price.
-      if (item.lbr_op === "OP14" && item.act_price > 0 && (!item.part_type || item.mod_lb_hrs === 0) && !IsAdditionalCost(item)) {
+      if (
+        item.lbr_op === "OP14" &&
+        item.act_price > 0 &&
+        (!item.part_type || item.mod_lb_hrs === 0) &&
+        !IsAdditionalCost(item)
+      ) {
         //Scenario where SGI may pay out hours using a part price.
         if (!ret[item.mod_lbr_ty.toLowerCase()].total) {
           ret[item.mod_lbr_ty.toLowerCase()].total = Dinero();
@@ -339,38 +344,30 @@ function CalculateRatesTotals(ratesList) {
   let subtotal = Dinero({ amount: 0 });
   let rates_subtotal = Dinero({ amount: 0 });
 
-  for (const property in ret) {
+  for (const [property, values] of Object.entries(ret)) {
     //Skip calculating mapa and mash if we got the amounts.
-    if (!((property === "mapa" && hasMapaLine) || (property === "mash" && hasMashLine))) {
-      if (!ret[property].total) {
-        ret[property].total = Dinero();
-      }
-      let threshold;
-      //Check if there is a max for this type.
-      if (ratesList.materials && ratesList.materials[property]) {
-        //
-        if (ratesList.materials[property].cal_maxdlr && ratesList.materials[property].cal_maxdlr > 0) {
-          //It has an upper threshhold.
-          threshold = Dinero({
-            amount: Math.round(ratesList.materials[property].cal_maxdlr * 100)
-          });
-        }
-      }
+    const shouldSkipCalculation = (property === "mapa" && hasMapaLine) || (property === "mash" && hasMashLine);
+
+    if (!shouldSkipCalculation) {
+      values.total ??= Dinero();
+
+      //Check if there is a max for this type and apply it.
+      const maxDollar =
+        ratesList.materials?.[property]?.cal_maxdlr || ratesList.materials?.[property.toUpperCase()]?.cal_maxdlr;
+      const threshold = maxDollar > 0 ? Dinero({ amount: Math.round(maxDollar * 100) }) : null;
 
       const total = Dinero({
-        amount: Math.round((ret[property].rate || 0) * 100)
-      }).multiply(ret[property].hours);
+        amount: Math.round((values.rate || 0) * 100)
+      }).multiply(values.hours);
 
-      if (threshold && total.greaterThanOrEqual(threshold)) {
-        ret[property].total = ret[property].total.add(threshold);
-      } else {
-        ret[property].total = ret[property].total.add(total);
-      }
+      values.total = values.total.add(threshold && total.greaterThanOrEqual(threshold) ? threshold : total);
     }
 
-    subtotal = subtotal.add(ret[property].total);
+    subtotal = subtotal.add(values.total);
 
-    if (property !== "mapa" && property !== "mash") rates_subtotal = rates_subtotal.add(ret[property].total);
+    if (property !== "mapa" && property !== "mash") {
+      rates_subtotal = rates_subtotal.add(values.total);
+    }
   }
 
   ret.subtotal = subtotal;