Merge pull request #762 from bigcapitalhq/fix-discount-adjustment-bugs

fix: discount & adjustment sale transactions bugs

Author: abouolia

packages/server/src/services/Sales/Estimates/utils.ts

@@ -15,7 +15,7 @@ export const transformEstimateToPdfTemplate = (
       quantity: entry.quantityFormatted,
       total: entry.totalFormatted,
     })),
-    total: estimate.formattedSubtotal,
+    total: estimate.totalFormatted,
     subtotal: estimate.formattedSubtotal,
     adjustment: estimate.adjustmentFormatted,
     customerNote: estimate.note,

packages/server/src/services/Sales/Receipts/GetSaleReceiptMailStateTransformer.ts

@@ -82,21 +82,21 @@ export class GetSaleReceiptMailStateTransformer extends SaleReceiptTransformer {
   };
 
   /**
-   *
+   * Retrieves the total amount.
    * @param receipt
    * @returns
    */
   protected total = (receipt) => {
-    return receipt.amount;
+    return receipt.total;
   };
 
   /**
-   *
+   * Retrieves the formatted total amount.
    * @param receipt
-   * @returns
+   * @returns {string}
    */
   protected totalFormatted = (receipt) => {
-    return this.formatMoney(receipt.amount, {
+    return this.formatMoney(receipt.total, {
       currencyCode: receipt.currencyCode,
     });
   };
@@ -118,7 +118,7 @@ export class GetSaleReceiptMailStateTransformer extends SaleReceiptTransformer {
    * @returns
    */
   protected subtotal = (receipt) => {
-    return receipt.amount;
+    return receipt.subtotal;
   };
 
   /**
@@ -127,7 +127,7 @@ export class GetSaleReceiptMailStateTransformer extends SaleReceiptTransformer {
    * @returns
    */
   protected subtotalFormatted = (receipt) => {
-    return this.formatMoney(receipt.amount, {
+    return this.formatMoney(receipt.subtotal, {
       currencyCode: receipt.currencyCode,
     });
   };

packages/server/src/utils/index.ts

@@ -413,7 +413,10 @@ export const formatSmsMessage = (message: string, args) => {
     const variable = `{${key}}`;
     const value = _.defaultTo(args[key], '');
 
-    formattedMessage = formattedMessage.replace(variable, value);
+    formattedMessage = formattedMessage.replace(
+      new RegExp(variable, 'g'),
+      value
+    );
   });
   return formattedMessage;
 };

packages/webapp/src/containers/Sales/Estimates/EstimateSendMailDrawer/withEstimateMailReceiptPreviewProps.tsx

@@ -36,7 +36,7 @@ export const withEstimateMailReceiptPreviewProps = <
       estimateNumber: estimateMailState?.estimateNumber,
       estimateDate: estimateMailState?.estimateDateFormatted,
       subtotal: estimateMailState?.subtotalFormatted,
-      discount: estimateMailState?.discountFormatted,
+      discount: estimateMailState?.discountAmountFormatted,
       adjustment: estimateMailState?.adjustmentFormatted,
       items,
       message,

packages/webapp/src/containers/Sales/Invoices/InvoiceSendMailDrawer/_hooks.ts

@@ -67,7 +67,7 @@ export const formatSmsMessage = (
     const variable = `{${key}}`;
     const value = defaultTo(args[key], '');
 
-    formattedMessage = formattedMessage.replace(variable, value);
+    formattedMessage = formattedMessage.replaceAll(variable, value);
   });
   return formattedMessage;
 };

packages/webapp/src/hooks/query/estimates.tsx

@@ -284,8 +284,8 @@ export interface SaleEstimateMailStateResponse {
   subtotal: number;
   subtotalFormatted: string;
 
-  discount: number;
-  discountFormatted: string;
+  discountAmount: number;
+  discountAmountFormatted: string;
   discountLabel: string;
   discountPercentage: number | null;
   discountPercentageFormatted: string;

shared/pdf-templates/src/components/EstimatePaperTemplate.tsx

@@ -16,6 +16,7 @@ import {
   PaperTemplateProps,
   PaperTemplateTotalBorder,
 } from './PaperTemplate';
+import { theme } from '../constants';
 
 export interface EstimatePaperTemplateProps extends PaperTemplateProps {
   // # Company
@@ -173,6 +174,7 @@ export function EstimatePaperTemplate({
   lineRateLabel = 'Rate',
   lineTotalLabel = 'Total',
 }: EstimatePaperTemplateProps) {
+
   return (
     <PaperTemplate primaryColor={primaryColor} secondaryColor={secondaryColor}>
       <Stack spacing={24}>
@@ -228,13 +230,13 @@ export function EstimatePaperTemplate({
                     <Text>{data.item}</Text>
                     <Text
                       fontSize={'12px'}
-                      // className={Classes.TEXT_MUTED}
-                      // style={{ fontSize: 12 }}
+                      color={theme.colors['cool-gray-500']}
                     >
                       {data.description}
                     </Text>
                   </Stack>
                 ),
+                thStyle: { width: '60%' },
               },
               { label: lineQuantityLabel, accessor: 'quantity' },
               { label: lineRateLabel, accessor: 'rate', align: 'right' },

shared/pdf-templates/src/components/InvoicePaperTemplate.tsx

@@ -118,23 +118,27 @@ export interface InvoicePaperTemplateProps extends PaperTemplateProps {
 }
 
 export function InvoicePaperTemplate({
+  // # Colors
   primaryColor,
   secondaryColor,
 
+  // # Company.
   companyName = 'Bigcapital Technology, Inc.',
 
   showCompanyLogo = true,
   companyLogoUri = '',
 
+  // # Due date
   dueDate = 'September 3, 2024',
   dueDateLabel = 'Date due',
   showDueDate = true,
 
+  // # Issue date.
   dateIssue = 'September 3, 2024',
   dateIssueLabel = 'Date of issue',
   showDateIssue = true,
 
-  // dateIssue,
+  // Invoice #,
   invoiceNumberLabel = 'Invoice number',
   invoiceNumber = '346D3D40-0001',
   showInvoiceNumber = true,
@@ -197,6 +201,7 @@ export function InvoicePaperTemplate({
     { label: 'Sample Tax2 (7.00%)', amount: '21.74' },
   ],
 
+  // # Statement
   statementLabel = 'Statement',
   showStatement = true,
   statement = DefaultPdfTemplateStatement,

shared/pdf-templates/src/components/ReceiptPaperTemplate.tsx

@@ -16,6 +16,7 @@ import {
   DefaultPdfTemplateAddressBilledTo,
   DefaultPdfTemplateAddressBilledFrom,
 } from './_constants';
+import { theme } from '../constants';
 
 export interface ReceiptPaperTemplateProps extends PaperTemplateProps {
   // # Company logo
@@ -216,8 +217,7 @@ export function ReceiptPaperTemplate({
                     <Text>{data.item}</Text>
                     <Text
                       fontSize={'12px'}
-                      // className={Classes.TEXT_MUTED}
-                      // style={{ fontSize: 12 }}
+                      color={theme.colors['cool-gray-500']}
                     >
                       {data.description}
                     </Text>
@@ -255,7 +255,7 @@ export function ReceiptPaperTemplate({
               <PaperTemplate.TotalLine
                 label={totalLabel}
                 amount={total}
-                border={PaperTemplateTotalBorder.Gray}
+                border={PaperTemplateTotalBorder.Dark}
                 style={{ fontWeight: 500 }}
               />
             )}

shared/pdf-templates/src/constants.ts

@@ -1,5 +1,11 @@
+import { defaultTheme } from "@xstyled/system";
+
 export const OpenSansFontLink = `
 <link rel="preconnect" href="https://fonts.googleapis.com">
 <link rel="preconnect" href="https://fonts.gstatic.com" crossorigin>
 <link href="https://fonts.googleapis.com/css2?family=Open+Sans:ital,wght@0,300..800;1,300..800&family=Roboto:ital,wght@0,100;0,300;0,400;0,500;0,700;0,900;1,100;1,300;1,400;1,500;1,700;1,900&display=swap" rel="stylesheet">
 `;
+
+export const theme = {
+  ...defaultTheme,
+}