Files
bodyshop/server/accounting/qbo/qbo-receivables.js
2021-09-01 08:31:24 -07:00

693 lines
19 KiB
JavaScript

const urlBuilder = require("./qbo").urlBuilder;
const path = require("path");
require("dotenv").config({
path: path.resolve(
process.cwd(),
`.env.${process.env.NODE_ENV || "development"}`
),
});
const logger = require("../../utils/logger");
const Dinero = require("dinero.js");
const DineroQbFormat = require("../accounting-constants").DineroQbFormat;
const apiGqlClient = require("../../graphql-client/graphql-client").client;
const queries = require("../../graphql-client/queries");
const {
refresh: refreshOauthToken,
setNewRefreshToken,
} = require("./qbo-callback");
const OAuthClient = require("intuit-oauth");
const GraphQLClient = require("graphql-request").GraphQLClient;
const { generateOwnerTier } = require("../qbxml/qbxml-utils");
exports.default = async (req, res) => {
const oauthClient = new OAuthClient({
clientId: process.env.QBO_CLIENT_ID,
clientSecret: process.env.QBO_SECRET,
environment:
process.env.NODE_ENV === "production" ? "production" : "sandbox",
redirectUri: process.env.QBO_REDIRECT_URI,
logging: true,
});
try {
//Fetch the API Access Tokens & Set them for the session.
const response = await apiGqlClient.request(queries.GET_QBO_AUTH, {
email: req.user.email,
});
oauthClient.setToken(response.associations[0].qbo_auth);
const getToken = oauthClient.getToken();
await refreshOauthToken(oauthClient, req);
const BearerToken = req.headers.authorization;
const { jobIds } = req.body;
//Query Job Info
const client = new GraphQLClient(process.env.GRAPHQL_ENDPOINT, {
headers: {
Authorization: BearerToken,
},
});
const result = await client
.setHeaders({ Authorization: BearerToken })
.request(queries.QUERY_JOBS_FOR_RECEIVABLES_EXPORT, {
ids: ["966dc7f9-2acd-44dc-9df5-d07c5578070a"],
//jobIds
});
const { jobs, bodyshops } = result;
const job = jobs[0];
const bodyshop = bodyshops[0];
const isThreeTier = bodyshop.accountingconfig.tiers === 3;
const twoTierPref = bodyshop.accountingconfig.twotierpref;
//Replace this with a for-each loop to check every single Job that's included in the list.
let insCoCustomerTier, ownerCustomerTier, jobTier;
if (isThreeTier || twoTierPref === "source") {
//Insert the insurance company tier.
//Query for top level customer, the insurance company name.
insCoCustomerTier = await QueryInsuranceCo(oauthClient, req, job);
if (!insCoCustomerTier) {
//Creating the Insurance Customer.
insCoCustomerTier = await InsertInsuranceCo(
oauthClient,
req,
job,
bodyshop
);
}
}
if (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, req, job);
//Query for the owner itself.
if (!ownerCustomerTier) {
ownerCustomerTier = await InsertOwner(
oauthClient,
req,
job,
isThreeTier,
insCoCustomerTier
);
}
}
//Query for the Job or Create it.
jobTier = await QueryJob(oauthClient, req, job);
// Need to validate that the job tier is associated to the right individual?
if (!jobTier) {
jobTier = await InsertJob(
oauthClient,
req,
job,
isThreeTier,
ownerCustomerTier
);
}
await InsertInvoice(oauthClient, req, job, bodyshop, jobTier);
res.sendStatus(200);
} catch (error) {
console.log(error);
res.status(400).json(error);
}
};
async function QueryInsuranceCo(oauthClient, req, job) {
try {
const result = await oauthClient.makeApiCall({
url: urlBuilder(
req.cookies.qbo_realmId,
"query",
`select * From Customer where DisplayName = '${job.ins_co_nm}'`
),
method: "POST",
headers: {
"Content-Type": "application/json",
},
});
setNewRefreshToken(req.user.email, result);
return (
result.json &&
result.json.QueryResponse &&
result.json.QueryResponse.Customer &&
result.json.QueryResponse.Customer[0]
);
} catch (error) {
logger.log("qbo-receivables-error", "DEBUG", req.user.email, job.id, {
error,
method: "QueryInsuranceCo",
});
throw error;
}
}
async function InsertInsuranceCo(oauthClient, req, job, bodyshop) {
const insCo = bodyshop.md_ins_cos.find((i) => i.name === job.ins_co_nm);
const Customer = {
DisplayName: job.ins_co_nm,
BillAddr: {
City: job.ownr_city,
Line1: insCo.street1,
Line2: insCo.street2,
PostalCode: insCo.zip,
CountrySubDivisionCode: insCo.state,
},
};
try {
const result = await oauthClient.makeApiCall({
url: urlBuilder(req.cookies.qbo_realmId, "customer"),
method: "POST",
headers: {
"Content-Type": "application/json",
},
body: JSON.stringify(Customer),
});
setNewRefreshToken(req.user.email, result);
return result && result.Customer;
} catch (error) {
logger.log("qbo-receivables-error", "DEBUG", req.user.email, job.id, {
error,
method: "InsertInsuranceCo",
});
throw error;
}
}
async function QueryOwner(oauthClient, req, job) {
const ownerName = generateOwnerTier(job, true, null);
const result = await oauthClient.makeApiCall({
url: urlBuilder(
req.cookies.qbo_realmId,
"query",
`select * From Customer where DisplayName = '${ownerName}'`
),
method: "POST",
headers: {
"Content-Type": "application/json",
},
});
setNewRefreshToken(req.user.email, result);
return (
result.json &&
result.json.QueryResponse &&
result.json.QueryResponse.Customer &&
result.json.QueryResponse.Customer[0]
);
}
async function InsertOwner(oauthClient, req, job, isThreeTier, parentTierRef) {
const ownerName = generateOwnerTier(job, true, null);
const Customer = {
DisplayName: ownerName,
BillAddr: {
City: job.ownr_city,
Line1: job.ownr_addr1,
Line2: job.ownr_addr2,
PostalCode: job.ownr_zip,
CountrySubDivisionCode: job.ownr_st,
},
...(isThreeTier
? {
Job: true,
ParentRef: {
value: parentTierRef.Id,
},
}
: {}),
};
try {
const result = await oauthClient.makeApiCall({
url: urlBuilder(req.cookies.qbo_realmId, "customer"),
method: "POST",
headers: {
"Content-Type": "application/json",
},
body: JSON.stringify(Customer),
});
setNewRefreshToken(req.user.email, result);
return result && result.Customer;
} catch (error) {
logger.log("qbo-receivables-error", "DEBUG", req.user.email, job.id, {
error,
method: "InsertOwner",
});
throw error;
}
}
async function QueryJob(oauthClient, req, job) {
const result = await oauthClient.makeApiCall({
url: urlBuilder(
req.cookies.qbo_realmId,
"query",
`select * From Customer where DisplayName = '${job.ro_number}'`
),
method: "POST",
headers: {
"Content-Type": "application/json",
},
});
setNewRefreshToken(req.user.email, result);
return (
result.json &&
result.json.QueryResponse &&
result.json.QueryResponse.Customer &&
result.json.QueryResponse.Customer[0]
);
}
async function InsertJob(oauthClient, req, job, isThreeTier, parentTierRef) {
const Customer = {
DisplayName: job.ro_number,
BillAddr: {
City: job.ownr_city,
Line1: job.ownr_addr1,
Line2: job.ownr_addr2,
PostalCode: job.ownr_zip,
CountrySubDivisionCode: job.ownr_st,
},
...(isThreeTier
? {
Job: true,
ParentRef: {
value: parentTierRef.Id,
},
}
: {}),
};
try {
const result = await oauthClient.makeApiCall({
url: urlBuilder(req.cookies.qbo_realmId, "customer"),
method: "POST",
headers: {
"Content-Type": "application/json",
},
body: JSON.stringify(Customer),
});
setNewRefreshToken(req.user.email, result);
return result && result.Customer;
} catch (error) {
logger.log("qbo-receivables-error", "DEBUG", req.user.email, job.id, {
error,
method: "InsertOwner",
});
throw error;
}
}
async function QueryMetaData(oauthClient, req) {
const items = await oauthClient.makeApiCall({
url: urlBuilder(req.cookies.qbo_realmId, "query", `select * From Item`),
method: "POST",
headers: {
"Content-Type": "application/json",
},
});
setNewRefreshToken(req.user.email, items);
const taxCodes = await oauthClient.makeApiCall({
url: urlBuilder(req.cookies.qbo_realmId, "query", `select * From TaxCode`),
method: "POST",
headers: {
"Content-Type": "application/json",
},
});
const taxCodeMapping = {};
const accounts = await oauthClient.makeApiCall({
url: urlBuilder(req.cookies.qbo_realmId, "query", `select * From Account`),
method: "POST",
headers: {
"Content-Type": "application/json",
},
});
taxCodes.json &&
taxCodes.json.QueryResponse &&
taxCodes.json.QueryResponse.TaxCode.forEach((t) => {
taxCodeMapping[t.Name] = t.Id;
});
const itemMapping = {};
items.json &&
items.json.QueryResponse &&
items.json.QueryResponse.Item.forEach((t) => {
itemMapping[t.Name] = t.Id;
});
return {
items: itemMapping,
taxCodes: taxCodeMapping,
};
}
async function InsertInvoice(oauthClient, req, job, bodyshop, parentTierRef) {
const { items, taxCodes } = await QueryMetaData(oauthClient, req);
const InvoiceLineAdd = [];
const responsibilityCenters = bodyshop.md_responsibility_centers;
const invoiceLineHash = {}; //The hash of cost and profit centers based on the center name.
//Determine if there are MAPA and MASH lines already on the estimate.
//If there are, don't do anything extra (mitchell estimate)
//Otherwise, calculate them and add them to the default MAPA and MASH centers.
let hasMapaLine = false;
let hasMashLine = false;
//Create the invoice lines mapping.
job.joblines.map((jobline) => {
//Parts Lines
if (jobline.db_ref === "936008") {
//If either of these DB REFs change, they also need to change in job-totals/job-costing calculations.
hasMapaLine = true;
}
if (jobline.db_ref === "936007") {
hasMashLine = true;
}
if (jobline.profitcenter_part && jobline.act_price) {
let DineroAmount = Dinero({
amount: Math.round(jobline.act_price * 100),
}).multiply(jobline.part_qty || 1);
if (jobline.prt_dsmk_p && jobline.prt_dsmk_p !== 0) {
// console.log("Have a part discount", jobline);
DineroAmount = DineroAmount.add(
DineroAmount.percentage(jobline.prt_dsmk_p || 0)
);
}
const account = responsibilityCenters.profits.find(
(i) => jobline.profitcenter_part.toLowerCase() === i.name.toLowerCase()
);
if (!account) {
logger.log(
"qbxml-receivables-no-account",
"warn",
null,
jobline.id,
null
);
throw new Error(
`A matching account does not exist for the part allocation. Center: ${jobline.profitcenter_part}`
);
}
if (!invoiceLineHash[account.name]) {
invoiceLineHash[account.name] = {
ItemRef: { FullName: account.accountitem },
Desc: account.accountdesc,
Quantity: 1, //jobline.part_qty,
Amount: DineroAmount, //.toFormat(DineroQbFormat),
SalesTaxCodeRef: {
FullName: "E",
},
};
} else {
invoiceLineHash[account.name].Amount =
invoiceLineHash[account.name].Amount.add(DineroAmount);
}
}
// Labor Lines
if (
jobline.profitcenter_labor &&
jobline.mod_lb_hrs &&
jobline.mod_lb_hrs > 0
) {
const DineroAmount = Dinero({
amount: Math.round(
job[`rate_${jobline.mod_lbr_ty.toLowerCase()}`] * 100
),
}).multiply(jobline.mod_lb_hrs);
const account = responsibilityCenters.profits.find(
(i) => jobline.profitcenter_labor.toLowerCase() === i.name.toLowerCase()
);
if (!account) {
throw new Error(
`A matching account does not exist for the labor allocation. Center: ${jobline.profitcenter_labor}`
);
}
if (!invoiceLineHash[account.name]) {
invoiceLineHash[account.name] = {
ItemRef: { FullName: account.accountitem },
Desc: account.accountdesc,
Quantity: 1, // jobline.mod_lb_hrs,
Amount: DineroAmount,
//Amount: DineroAmount.toFormat(DineroQbFormat),
SalesTaxCodeRef: {
FullName: "E",
},
};
} else {
invoiceLineHash[account.name].Amount =
invoiceLineHash[account.name].Amount.add(DineroAmount);
}
}
});
// console.log("Done creating hash", JSON.stringify(invoiceLineHash));
if (!hasMapaLine && job.job_totals.rates.mapa.total.amount > 0) {
// console.log("Adding MAPA Line Manually.");
const mapaAccountName = responsibilityCenters.defaults.profits.MAPA;
const mapaAccount = responsibilityCenters.profits.find(
(c) => c.name === mapaAccountName
);
if (mapaAccount) {
InvoiceLineAdd.push({
ItemRef: { FullName: mapaAccount.accountitem },
Desc: mapaAccount.accountdesc,
Quantity: 1,
Amount: Dinero(job.job_totals.rates.mapa.total).toFormat(
DineroQbFormat
),
SalesTaxCodeRef: {
FullName: "E",
},
});
} else {
//console.log("NO MAPA ACCOUNT FOUND!!");
}
}
if (!hasMashLine && job.job_totals.rates.mash.total.amount > 0) {
// console.log("Adding MASH Line Manually.");
const mashAccountName = responsibilityCenters.defaults.profits.MASH;
const mashAccount = responsibilityCenters.profits.find(
(c) => c.name === mashAccountName
);
if (mashAccount) {
InvoiceLineAdd.push({
ItemRef: { FullName: mashAccount.accountitem },
Desc: mashAccount.accountdesc,
Quantity: 1,
Amount: Dinero(job.job_totals.rates.mash.total).toFormat(
DineroQbFormat
),
SalesTaxCodeRef: {
FullName: "E",
},
});
} else {
// console.log("NO MASH ACCOUNT FOUND!!");
}
}
//Convert the hash to an array.
Object.keys(invoiceLineHash).forEach((key) => {
InvoiceLineAdd.push({
...invoiceLineHash[key],
Amount: invoiceLineHash[key].Amount.toFormat(DineroQbFormat),
});
});
//Add Towing, storage and adjustment lines.
if (job.towing_payable && job.towing_payable !== 0) {
InvoiceLineAdd.push({
ItemRef: {
FullName: responsibilityCenters.profits.find(
(c) => c.name === responsibilityCenters.defaults.profits["TOW"]
).accountitem,
},
Desc: "Towing",
Quantity: 1,
Amount: Dinero({
amount: Math.round((job.towing_payable || 0) * 100),
}).toFormat(DineroQbFormat),
SalesTaxCodeRef: {
FullName: "E",
},
});
}
if (job.storage_payable && job.storage_payable !== 0) {
InvoiceLineAdd.push({
ItemRef: {
FullName: responsibilityCenters.profits.find(
(c) => c.name === responsibilityCenters.defaults.profits["TOW"]
).accountitem,
},
Desc: "Storage",
Quantity: 1,
Amount: Dinero({
amount: Math.round((job.storage_payable || 0) * 100),
}).toFormat(DineroQbFormat),
SalesTaxCodeRef: {
FullName: "E",
},
});
}
if (job.adjustment_bottom_line && job.adjustment_bottom_line !== 0) {
InvoiceLineAdd.push({
ItemRef: {
FullName: responsibilityCenters.profits.find(
(c) => c.name === responsibilityCenters.defaults.profits["PAO"]
).accountitem,
},
Desc: "Adjustment",
Quantity: 1,
Amount: Dinero({
amount: Math.round((job.adjustment_bottom_line || 0) * 100),
}).toFormat(DineroQbFormat),
SalesTaxCodeRef: {
FullName: "E",
},
});
}
//Add tax lines
const job_totals = job.job_totals;
const federal_tax = Dinero(job_totals.totals.federal_tax);
const state_tax = Dinero(job_totals.totals.state_tax);
const local_tax = Dinero(job_totals.totals.local_tax);
if (federal_tax.getAmount() > 0) {
InvoiceLineAdd.push({
ItemRef: {
FullName: bodyshop.md_responsibility_centers.taxes.federal.accountitem,
},
Desc: bodyshop.md_responsibility_centers.taxes.federal.accountdesc,
Amount: federal_tax.toFormat(DineroQbFormat),
});
}
if (state_tax.getAmount() > 0) {
InvoiceLineAdd.push({
ItemRef: {
FullName: bodyshop.md_responsibility_centers.taxes.state.accountitem,
},
Desc: bodyshop.md_responsibility_centers.taxes.state.accountdesc,
Amount: state_tax.toFormat(DineroQbFormat),
});
}
if (local_tax.getAmount() > 0) {
InvoiceLineAdd.push({
ItemRef: {
FullName: bodyshop.md_responsibility_centers.taxes.local.accountitem,
},
Desc: bodyshop.md_responsibility_centers.taxes.local.accountdesc,
Amount: local_tax.toFormat(DineroQbFormat),
});
}
//Region Specific
const { ca_bc_pvrt } = job;
if (ca_bc_pvrt) {
InvoiceLineAdd.push({
ItemRef: {
FullName: bodyshop.md_responsibility_centers.taxes.state.accountitem,
},
Desc: "PVRT",
Amount: Dinero({ amount: (ca_bc_pvrt || 0) * 100 }).toFormat(
DineroQbFormat
),
});
}
//map each invoice line to the correct style for QBO.
const invoiceObj = {
Line: [
{
DetailType: "SalesItemLineDetail",
Amount: 100,
SalesItemLineDetail: {
// ItemRef: {
// // name: "Services",
// value: "16",
// },
TaxCodeRef: {
value: "2",
},
Qty: 1,
UnitPrice: 100,
},
},
],
// Line: InvoiceLineAdd.map((i) => {
// return {
// DetailType: "SalesItemLineDetail",
// Amount: i.Amount,
// SalesItemLineDetail: {
// ItemRef: {
// //name: "Services",
// value: items[i.ItemRef.FullName],
// },
// // TaxCodeRef: {
// // value: "2",
// // },
// Qty: 1,
// },
// };
// }),
TxnTaxDetail: {
TaxLine: [
{
DetailType: "TaxLineDetail",
TaxLineDetail: {
NetAmountTaxable: 100,
TaxPercent: 7,
TaxRateRef: {
value: "16",
},
PercentBased: true,
},
},
],
},
CustomerRef: {
value: parentTierRef.Id,
},
};
try {
const result = await oauthClient.makeApiCall({
url: urlBuilder(req.cookies.qbo_realmId, "invoice"),
method: "POST",
headers: {
"Content-Type": "application/json",
},
body: JSON.stringify(invoiceObj),
});
setNewRefreshToken(req.user.email, result);
return result && result.Invoice;
} catch (error) {
logger.log("qbo-receivables-error", "DEBUG", req.user.email, job.id, {
error,
method: "InsertOwner",
});
throw error;
}
}