feat: #151 Quotations

backend/patches/updateSchemas.ts

@@ -21,6 +21,7 @@ const defaultNumberSeriesMap = {
   [ModelNameEnum.JournalEntry]: 'JV-',
   [ModelNameEnum.SalesInvoice]: 'SINV-',
   [ModelNameEnum.PurchaseInvoice]: 'PINV-',
+  [ModelNameEnum.SalesQuote]: 'SQUOT-',
 } as Record<ModelNameEnum, string>;
 
 async function execute(dm: DatabaseManager) {
@@ -209,6 +210,7 @@ async function copyTransactionalTables(
     ModelNameEnum.Payment,
     ModelNameEnum.SalesInvoice,
     ModelNameEnum.PurchaseInvoice,
+    ModelNameEnum.SalesQuote,
   ];
 
   for (const sn of schemaNames) {

models/baseModels/Defaults/Defaults.ts

@@ -14,6 +14,7 @@ export class Defaults extends Doc {
   purchaseReceiptLocation?: string;
 
   // Number Series
+  salesQuoteNumberSeries?: string;
   salesInvoiceNumberSeries?: string;
   purchaseInvoiceNumberSeries?: string;
   journalEntryNumberSeries?: string;
@@ -29,6 +30,7 @@ export class Defaults extends Doc {
   purchaseReceiptTerms?: string;
 
   // Print Templates
+  salesQuotePrintTemplate?: string;
   salesInvoicePrintTemplate?: string;
   purchaseInvoicePrintTemplate?: string;
   journalEntryPrintTemplate?: string;
@@ -46,6 +48,9 @@ export class Defaults extends Doc {
     salesPaymentAccount: () => ({ isGroup: false, accountType: 'Cash' }),
     purchasePaymentAccount: () => ({ isGroup: false, accountType: 'Cash' }),
     // Number Series
+    salesQuoteNumberSeries: () => ({
+      referenceType: ModelNameEnum.SalesQuote,
+    }),
     salesInvoiceNumberSeries: () => ({
       referenceType: ModelNameEnum.SalesInvoice,
     }),
@@ -68,6 +73,7 @@ export class Defaults extends Doc {
       referenceType: ModelNameEnum.PurchaseReceipt,
     }),
     // Print Templates
+    salesQuotePrintTemplate: () => ({ type: ModelNameEnum.SalesQuote }),
     salesInvoicePrintTemplate: () => ({ type: ModelNameEnum.SalesInvoice }),
     purchaseInvoicePrintTemplate: () => ({
       type: ModelNameEnum.PurchaseInvoice,
@@ -118,4 +124,5 @@ export const numberSeriesDefaultsMap: Record<
   [ModelNameEnum.StockMovement]: 'stockMovementNumberSeries',
   [ModelNameEnum.Shipment]: 'shipmentNumberSeries',
   [ModelNameEnum.PurchaseReceipt]: 'purchaseReceiptNumberSeries',
+  [ModelNameEnum.SalesQuote]: 'salesQuoteNumberSeries',
 };

models/baseModels/Invoice/Invoice.ts

@@ -71,7 +71,13 @@ export abstract class Invoice extends Transactional {
   returnAgainst?: string;
 
   get isSales() {
-    return this.schemaName === 'SalesInvoice';
+    return (
+      this.schemaName === 'SalesInvoice' || this.schemaName == 'SalesQuote'
+    );
+  }
+
+  get isQuote() {
+    return this.schemaName == 'SalesQuote';
   }
 
   get enableDiscounting() {
@@ -493,7 +499,7 @@ export abstract class Invoice extends Transactional {
   }
 
   async _updateIsItemsReturned() {
-    if (!this.isReturn || !this.returnAgainst) {
+    if (!this.isReturn || !this.returnAgainst || this.isQuote) {
       return;
     }
 
@@ -515,7 +521,7 @@ export abstract class Invoice extends Transactional {
   }
 
   async _validateHasLinkedReturnInvoices() {
-    if (!this.name || this.isReturn) {
+    if (!this.name || this.isReturn || this.isQuote) {
       return;
     }
 
@@ -685,6 +691,7 @@ export abstract class Invoice extends Transactional {
     attachment: () =>
       !(this.attachment || !(this.isSubmitted || this.isCancelled)),
     backReference: () => !this.backReference,
+    quote: () => !this.quote,
     priceList: () => !this.fyo.singles.AccountingSettings?.enablePriceList,
     returnAgainst: () =>
       (this.isSubmitted || this.isCancelled) && !this.returnAgainst,

models/baseModels/InvoiceItem/InvoiceItem.ts

@@ -47,7 +47,10 @@ export abstract class InvoiceItem extends Doc {
   itemTaxedTotal?: Money;
 
   get isSales() {
-    return this.schemaName === 'SalesInvoiceItem';
+    return (
+      this.schemaName === 'SalesInvoiceItem' ||
+      this.schemaName === 'SalesQuoteItem'
+    );
   }
 
   get date() {

models/baseModels/PrintTemplate.ts

@@ -55,6 +55,7 @@ export class PrintTemplate extends Doc {
 
       const models = [
         ModelNameEnum.SalesInvoice,
+        ModelNameEnum.SalesQuote,
         ModelNameEnum.PurchaseInvoice,
         ModelNameEnum.JournalEntry,
         ModelNameEnum.Payment,

models/baseModels/SalesQuote/SalesQuote.ts

@@ -0,0 +1,67 @@
+import { Fyo } from 'fyo';
+import { DocValueMap } from 'fyo/core/types';
+import { Action, ListViewSettings } from 'fyo/model/types';
+import { ModelNameEnum } from 'models/types';
+import { getQuoteActions, getTransactionStatusColumn } from '../../helpers';
+import { Invoice } from '../Invoice/Invoice';
+import { SalesQuoteItem } from '../SalesQuoteItem/SalesQuoteItem';
+import { Defaults } from '../Defaults/Defaults';
+
+export class SalesQuote extends Invoice {
+  items?: SalesQuoteItem[];
+
+  // This is an inherited method and it must keep the async from the parent
+  // class
+  // eslint-disable-next-line @typescript-eslint/require-await
+  async getPosting() {
+    return null;
+  }
+
+  async getInvoice(): Promise<Invoice | null> {
+    if (!this.isSubmitted) {
+      return null;
+    }
+
+    const schemaName = ModelNameEnum.SalesInvoice;
+    const defaults = (this.fyo.singles.Defaults as Defaults) ?? {};
+    const terms = defaults.salesInvoiceTerms ?? '';
+    const numberSeries = defaults.salesInvoiceNumberSeries ?? undefined;
+
+    const data: DocValueMap = {
+      ...this.getValidDict(false, true),
+      date: new Date().toISOString(),
+      terms,
+      numberSeries,
+      quote: this.name,
+      items: [],
+    };
+
+    const invoice = this.fyo.doc.getNewDoc(schemaName, data) as Invoice;
+    for (const row of this.items ?? []) {
+      await invoice.append('items', row.getValidDict(false, true));
+    }
+
+    if (!invoice.items?.length) {
+      return null;
+    }
+
+    return invoice;
+  }
+
+  static getListViewSettings(): ListViewSettings {
+    return {
+      columns: [
+        'name',
+        getTransactionStatusColumn(),
+        'party',
+        'date',
+        'baseGrandTotal',
+        'outstandingAmount',
+      ],
+    };
+  }
+
+  static getActions(fyo: Fyo): Action[] {
+    return getQuoteActions(fyo, ModelNameEnum.SalesQuote);
+  }
+}

models/baseModels/SalesQuoteItem/SalesQuoteItem.ts

@@ -0,0 +1,3 @@
+import { InvoiceItem } from '../InvoiceItem/InvoiceItem';
+
+export class SalesQuoteItem extends InvoiceItem {}

models/helpers.ts

@@ -11,10 +11,18 @@ import {
 } from './baseModels/Account/types';
 import { numberSeriesDefaultsMap } from './baseModels/Defaults/Defaults';
 import { Invoice } from './baseModels/Invoice/Invoice';
+import { SalesQuote } from './baseModels/SalesQuote/SalesQuote';
 import { StockMovement } from './inventory/StockMovement';
 import { StockTransfer } from './inventory/StockTransfer';
 import { InvoiceStatus, ModelNameEnum } from './types';
 
+export function getQuoteActions(
+  fyo: Fyo,
+  schemaName: ModelNameEnum.SalesQuote
+): Action[] {
+  return [getMakeInvoiceAction(fyo, schemaName)];
+}
+
 export function getInvoiceActions(
   fyo: Fyo,
   schemaName: ModelNameEnum.SalesInvoice | ModelNameEnum.PurchaseInvoice
@@ -67,7 +75,10 @@ export function getMakeStockTransferAction(
 
 export function getMakeInvoiceAction(
   fyo: Fyo,
-  schemaName: ModelNameEnum.Shipment | ModelNameEnum.PurchaseReceipt
+  schemaName:
+    | ModelNameEnum.Shipment
+    | ModelNameEnum.PurchaseReceipt
+    | ModelNameEnum.SalesQuote
 ): Action {
   let label = fyo.t`Sales Invoice`;
   if (schemaName === ModelNameEnum.PurchaseReceipt) {
@@ -77,9 +88,15 @@ export function getMakeInvoiceAction(
   return {
     label,
     group: fyo.t`Create`,
-    condition: (doc: Doc) => doc.isSubmitted && !doc.backReference,
+    condition: (doc: Doc) => {
+      if (schemaName === ModelNameEnum.SalesQuote) {
+        return doc.isSubmitted;
+      } else {
+        return doc.isSubmitted && !doc.backReference;
+      }
+    },
     action: async (doc: Doc) => {
-      const invoice = await (doc as StockTransfer).getInvoice();
+      const invoice = await (doc as SalesQuote | StockTransfer).getInvoice();
       if (!invoice || !invoice.name) {
         return;
       }

models/index.ts

@@ -19,6 +19,8 @@ import { PurchaseInvoice } from './baseModels/PurchaseInvoice/PurchaseInvoice';
 import { PurchaseInvoiceItem } from './baseModels/PurchaseInvoiceItem/PurchaseInvoiceItem';
 import { SalesInvoice } from './baseModels/SalesInvoice/SalesInvoice';
 import { SalesInvoiceItem } from './baseModels/SalesInvoiceItem/SalesInvoiceItem';
+import { SalesQuote } from './baseModels/SalesQuote/SalesQuote';
+import { SalesQuoteItem } from './baseModels/SalesQuoteItem/SalesQuoteItem';
 import { SetupWizard } from './baseModels/SetupWizard/SetupWizard';
 import { Tax } from './baseModels/Tax/Tax';
 import { TaxSummary } from './baseModels/TaxSummary/TaxSummary';
@@ -61,6 +63,8 @@ export const models = {
   PurchaseInvoiceItem,
   SalesInvoice,
   SalesInvoiceItem,
+  SalesQuote,
+  SalesQuoteItem,
   SerialNumber,
   SetupWizard,
   PrintTemplate,

models/types.ts

@@ -27,6 +27,8 @@ export enum ModelNameEnum {
   PurchaseInvoiceItem = 'PurchaseInvoiceItem',
   SalesInvoice = 'SalesInvoice',
   SalesInvoiceItem = 'SalesInvoiceItem',
+  SalesQuote = 'SalesQuote',
+  SalesQuoteItem = 'SalesQuoteItem',
   SerialNumber = 'SerialNumber',
   SetupWizard = 'SetupWizard',
   Tax = 'Tax',

schemas/app/Defaults.json

@@ -92,6 +92,14 @@
       "create": true,
       "section": "Number Series"
     },
+    {
+      "fieldname": "salesQuoteNumberSeries",
+      "label": "Sales Quote Number Series",
+      "fieldtype": "Link",
+      "target": "NumberSeries",
+      "create": true,
+      "section": "Number Series"
+    },
     {
       "fieldname": "salesInvoiceTerms",
       "label": "Sales Invoice Terms",
@@ -116,6 +124,13 @@
       "fieldtype": "Text",
       "section": "Terms"
     },
+    {
+      "fieldname": "salesQuotePrintTemplate",
+      "label": "Sales Quote Print Template",
+      "fieldtype": "Link",
+      "target": "PrintTemplate",
+      "section": "Print Templates"
+    },
     {
       "fieldname": "salesInvoicePrintTemplate",
       "label": "Sales Invoice Print Template",

schemas/app/NumberSeries.json

@@ -35,6 +35,10 @@
           "value": "SalesInvoice",
           "label": "Sales Invoice"
         },
+        {
+          "value": "SalesQuote",
+          "label": "Sales Quote"
+        },
         {
           "value": "PurchaseInvoice",
           "label": "Purchase Invoice"

schemas/app/SalesInvoice.json

@@ -31,6 +31,14 @@
       "target": "Shipment",
       "section": "References"
     },
+    {
+      "fieldname": "quote",
+      "label": "Quote Reference",
+      "fieldtype": "Link",
+      "target": "SalesQuote",
+      "section": "References",
+      "required": false
+    },
     {
       "fieldname": "makeAutoStockTransfer",
       "label": "Make Shipment On Submit",

schemas/app/SalesQuote.json

@@ -0,0 +1,46 @@
+{
+  "name": "SalesQuote",
+  "label": "Quote",
+  "extends": "Invoice",
+  "naming": "numberSeries",
+  "showTitle": true,
+  "fields": [
+    {
+      "fieldname": "numberSeries",
+      "label": "Number Series",
+      "fieldtype": "Link",
+      "target": "NumberSeries",
+      "create": true,
+      "required": true,
+      "default": "SQUOT-",
+      "section": "Default"
+    },
+    {
+      "fieldname": "party",
+      "label": "Customer",
+      "fieldtype": "Link",
+      "target": "Party",
+      "create": true,
+      "required": true,
+      "section": "Default"
+    },
+    {
+      "fieldname": "items",
+      "label": "Items",
+      "fieldtype": "Table",
+      "target": "SalesQuoteItem",
+      "required": true,
+      "edit": true,
+      "section": "Items"
+    }
+  ],
+  "keywordFields": ["name", "party"],
+  "removeFields": [
+    "account",
+    "stockNotTransferred",
+    "backReference",
+    "makeAutoStockTransfer",
+    "returnAgainst",
+    "isReturned"
+  ]
+}

schemas/app/SalesQuoteItem.json

@@ -0,0 +1,5 @@
+{
+  "name": "SalesQuoteItem",
+  "label": "Sales Quote Item",
+  "extends": "InvoiceItem"
+}

schemas/schemas.ts

@@ -25,6 +25,8 @@ import PurchaseInvoice from './app/PurchaseInvoice.json';
 import PurchaseInvoiceItem from './app/PurchaseInvoiceItem.json';
 import SalesInvoice from './app/SalesInvoice.json';
 import SalesInvoiceItem from './app/SalesInvoiceItem.json';
+import SalesQuote from './app/SalesQuote.json';
+import SalesQuoteItem from './app/SalesQuoteItem.json';
 import SetupWizard from './app/SetupWizard.json';
 import Tax from './app/Tax.json';
 import TaxDetail from './app/TaxDetail.json';
@@ -108,10 +110,12 @@ export const appSchemas: Schema[] | SchemaStub[] = [
   Invoice as Schema,
   SalesInvoice as Schema,
   PurchaseInvoice as Schema,
+  SalesQuote as Schema,
 
   InvoiceItem as Schema,
   SalesInvoiceItem as SchemaStub,
   PurchaseInvoiceItem as SchemaStub,
+  SalesQuoteItem as SchemaStub,
 
   PriceList as Schema,
   PriceListItem as SchemaStub,