import { Fyo } from 'fyo'; import { Doc } from 'fyo/model/doc'; import { Action, FiltersMap, FormulaMap, ListViewSettings, ValidationMap, } from 'fyo/model/types'; import { validateEmail, validatePhoneNumber, } from 'fyo/model/validationFunction'; import { Money } from 'pesa'; import { PartyRole } from './types'; import { ModelNameEnum } from 'models/types'; export class Party extends Doc { role?: PartyRole; party?: string; fromLead?: string; defaultAccount?: string; loyaltyPoints?: number; outstandingAmount?: Money; async updateOutstandingAmount() { /** * If Role === "Both" then outstanding Amount * will be the amount to be paid to the party. */ const role = this.role as PartyRole; let outstandingAmount = this.fyo.pesa(0); if (role === 'Customer' || role === 'Both') { const outstandingReceive = await this._getTotalOutstandingAmount( 'SalesInvoice' ); outstandingAmount = outstandingAmount.add(outstandingReceive); } if (role === 'Supplier') { const outstandingPay = await this._getTotalOutstandingAmount( 'PurchaseInvoice' ); outstandingAmount = outstandingAmount.add(outstandingPay); } if (role === 'Both') { const outstandingPay = await this._getTotalOutstandingAmount( 'PurchaseInvoice' ); outstandingAmount = outstandingAmount.sub(outstandingPay); } await this.setAndSync({ outstandingAmount }); } async updateLoyaltyPoints() { let loyaltyPoints = 0; if (this.role === 'Customer' || this.role === 'Both') { loyaltyPoints = await this._getTotalLoyaltyPoints(); } await this.setAndSync({ loyaltyPoints }); } async _getTotalLoyaltyPoints() { const data = (await this.fyo.db.getAll(ModelNameEnum.LoyaltyPointEntry, { fields: ['name', 'loyaltyPoints', 'expiryDate', 'postingDate'], filters: { customer: this.name as string, }, })) as { name: string; loyaltyPoints: number; expiryDate: Date; postingDate: Date; }[]; const totalLoyaltyPoints = data.reduce((total, entry) => { if (entry.expiryDate > entry.postingDate) { return total + entry.loyaltyPoints; } return total; }, 0); return totalLoyaltyPoints; } async _getTotalOutstandingAmount( schemaName: 'SalesInvoice' | 'PurchaseInvoice' ) { const outstandingAmounts = await this.fyo.db.getAllRaw(schemaName, { fields: ['outstandingAmount'], filters: { submitted: true, cancelled: false, party: this.name as string, }, }); return outstandingAmounts .map(({ outstandingAmount }) => this.fyo.pesa(outstandingAmount as number) ) .reduce((a, b) => a.add(b), this.fyo.pesa(0)); } formulas: FormulaMap = { defaultAccount: { formula: async () => { const role = this.role as PartyRole; if (role === 'Both') { return ''; } let accountName = 'Debtors'; if (role === 'Supplier') { accountName = 'Creditors'; } const accountExists = await this.fyo.db.exists('Account', accountName); return accountExists ? accountName : ''; }, dependsOn: ['role'], }, currency: { formula: () => { if (!this.currency) { return this.fyo.singles.SystemSettings!.currency as string; } }, }, }; validations: ValidationMap = { email: validateEmail, phone: validatePhoneNumber, }; static filters: FiltersMap = { defaultAccount: (doc: Doc) => { const role = doc.role as PartyRole; if (role === 'Both') { return { isGroup: false, accountType: ['in', ['Payable', 'Receivable']], }; } return { isGroup: false, accountType: role === 'Customer' ? 'Receivable' : 'Payable', }; }, }; static getListViewSettings(): ListViewSettings { return { columns: ['name', 'email', 'phone', 'outstandingAmount'], }; } async afterDelete() { await super.afterDelete(); if (!this.fromLead) { return; } const leadData = await this.fyo.doc.getDoc(ModelNameEnum.Lead, this.name); await leadData.setAndSync('status', 'Interested'); } async afterSync() { await super.afterSync(); if (!this.fromLead) { return; } const leadData = await this.fyo.doc.getDoc(ModelNameEnum.Lead, this.name); await leadData.setAndSync('status', 'Converted'); } static getActions(fyo: Fyo): Action[] { return [ { label: fyo.t`Create Purchase`, condition: (doc: Doc) => !doc.notInserted && (doc.role as PartyRole) !== 'Customer', action: async (partyDoc, router) => { const doc = fyo.doc.getNewDoc('PurchaseInvoice', { party: partyDoc.name, account: partyDoc.defaultAccount as string, }); await router.push({ path: `/edit/PurchaseInvoice/${doc.name!}`, query: { schemaName: 'PurchaseInvoice', values: { // @ts-ignore party: partyDoc.name!, }, }, }); }, }, { label: fyo.t`View Purchases`, condition: (doc: Doc) => !doc.notInserted && (doc.role as PartyRole) !== 'Customer', action: async (partyDoc, router) => { await router.push({ path: '/list/PurchaseInvoice', query: { filters: JSON.stringify({ party: partyDoc.name }) }, }); }, }, { label: fyo.t`Create Sale`, condition: (doc: Doc) => !doc.notInserted && (doc.role as PartyRole) !== 'Supplier', action: async (partyDoc, router) => { const doc = fyo.doc.getNewDoc('SalesInvoice', { party: partyDoc.name, account: partyDoc.defaultAccount as string, }); await router.push({ path: `/edit/SalesInvoice/${doc.name!}`, query: { schemaName: 'SalesInvoice', values: { // @ts-ignore party: partyDoc.name!, }, }, }); }, }, { label: fyo.t`View Sales`, condition: (doc: Doc) => !doc.notInserted && (doc.role as PartyRole) !== 'Supplier', action: async (partyDoc, router) => { await router.push({ path: '/list/SalesInvoice', query: { filters: JSON.stringify({ party: partyDoc.name }) }, }); }, }, ]; } }