Luca
0175007abc
- ProjectSelect: a reusable picker that renders nothing when the projects flag is off (satisfies 'book to project hidden unless projects enabled'). - projects.service.ts: full frontend API client (list/get/create/update, overview, assign event/quote/contract, email preview + 4 actions). - Quote + contract editors carry an optional projectId (state, prefill, payload); service payload/detail types updated. - HoursSection gains a 'book to project' control; backend createEntry persists project_id (migration 118, hasColumnCached guarded).
420 lines
14 KiB
TypeScript
420 lines
14 KiB
TypeScript
/**
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* Admin → Quotes API client. Hits /api/admin/quotes/* (admin auth) and
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* /api/public/quotes/:token for the customer-facing accept/decline page.
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*/
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import { api } from '../config/api';
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export type QuoteStatus = 'draft' | 'sent' | 'accepted' | 'declined' | 'expired' | 'converted';
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export type QuoteSort =
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| 'newest' | 'oldest'
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| 'issue_asc' | 'issue_desc'
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| 'customer_asc' | 'customer_desc'
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| 'value_asc' | 'value_desc';
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export interface QuoteLineItem {
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id?: number;
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position: number;
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quantity: number;
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description: string;
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unitPriceMinor: number;
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discountPercent: number;
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lineTotalMinor?: number;
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/**
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* Hierarchy (migration 119). Sub-items reference their parent by
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* position within the same payload. NULL = top-level item, summed
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* into the document net. NON-NULL = sub-item, display-only
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* itemisation under the parent. Max one level deep.
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*/
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parentPosition?: number | null;
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/** Persisted DB id of the parent, populated by the server on read. */
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parentLineItemId?: number | null;
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/**
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* Optional free-form notes rendered below the description on the
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* PDF and customer view. Smaller, italic. Max 2000 chars.
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*/
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detailsText?: string | null;
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}
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export interface QuoteSummary {
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id: number;
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quoteNumber: string;
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/** Cross-document lineage UUID (migration 140). Used by the
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* DocumentLineageCard on the detail page to fetch every other
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* doc — contract, invoices, Storni — that shares this deal. */
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dealUuid: string | null;
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customerAccountId: number;
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/** Migration 121 — Project Overview link (null when unlinked). */
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projectId: number | null;
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customer: {
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email: string | null;
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displayName: string | null;
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firstName: string | null;
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lastName: string | null;
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companyName: string | null;
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/** Computed server-side from password_hash. true = admin-only
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* customer (no portal access). Drives the Passive badge in the
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* editor pill + the quotes list. */
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isPassive?: boolean;
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};
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status: QuoteStatus;
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language: string;
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currency: string;
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issueDate: string;
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validUntil: string | null;
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eventName: string | null;
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eventDate: string | null;
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totalAmountMinor: number;
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sentAt: string | null;
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acceptedAt: string | null;
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declinedAt: string | null;
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convertedEventId: number | null;
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/** Migration 130 — set by contractService.createFromQuote so the
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* QuoteDetailPage can render a "Linked contract" badge alongside
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* the existing resulting-invoices list. Null when no contract was
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* drafted from the quote. */
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convertedContractId?: number | null;
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/** Human contract_number of the converted contract (joined-in on
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* read). Surfaced so the QuoteDetailPage's Linked-documents card
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* shows "Linked contract LBM-C-2026-0010" instead of "#10". */
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convertedContractNumber?: string | null;
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createdAt: string;
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}
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export interface QuoteDetail extends QuoteSummary {
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eventTimeStart: string | null;
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eventTimeEnd: string | null;
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expectedDurationHours: number | null;
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paymentTermTemplateId: number | null;
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/** Migration 124 — split payment-term picker. Two new FKs preferred
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* by the editor; legacy `paymentTermTemplateId` stays for sent
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* quotes authored before the split. */
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paymentNetDaysTemplateId: number | null;
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paymentTimingTemplateId: number | null;
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netAmountMinor: number;
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vatRate: number | null;
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vatAmountMinor: number;
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shippingAmountMinor: number;
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introText: string | null;
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outroText: string | null;
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internalNotes: string | null;
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ccPdfEmail: string | null;
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respondedAt: string | null;
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responseLockedAt: string | null;
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/** Free-text reason captured when an admin declines on the customer's
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* behalf (migration 115). Null for customer-side declines + non-declined
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* quotes. */
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declineReason: string | null;
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pdfPath: string | null;
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businessBankAccountId: number | null;
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}
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export interface QuoteWithLineItems {
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quote: QuoteDetail;
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lineItems: QuoteLineItem[];
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}
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export interface PaymentTermInstallment {
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label: string;
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percent: number;
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trigger: 'quote_accepted' | 'before_event' | 'after_event' | 'after_delivery' | 'fixed_date';
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offset_days: number;
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}
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export interface PaymentTermTemplate {
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id: number;
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name: string;
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description: string;
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netDays: number;
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skontoPercent: number | null;
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skontoWithinDays: number | null;
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installments: PaymentTermInstallment[];
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isSystem: boolean;
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isActive: boolean;
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displayOrder: number;
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}
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// Migration 124 — split payment-term picker. Two new template tables
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// replace the conflated PaymentTermTemplate for new quotes/invoices.
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// The old type stays for back-compat with sent documents whose
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// snapshot still references the legacy table.
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export interface PaymentNetDaysTemplate {
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id: number;
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name: string;
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description: string | null;
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netDays: number;
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skontoPercent: number | null;
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skontoWithinDays: number | null;
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isSystem: boolean;
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isActive: boolean;
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displayOrder: number;
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}
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export interface PaymentTimingTemplate {
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id: number;
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name: string;
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description: string | null;
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installments: PaymentTermInstallment[];
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isSystem: boolean;
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isActive: boolean;
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displayOrder: number;
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}
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export interface LineItemPreset {
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id: number;
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name: string;
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description: string;
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unitPriceMinor: number;
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currency: string;
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quantityDefault: number;
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displayOrder: number;
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isActive: boolean;
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}
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export interface QuoteCreatePayload {
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customerAccountId: number;
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language?: string;
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currency?: string;
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issueDate?: string;
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validUntil?: string;
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eventName?: string;
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eventDate?: string;
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eventTimeStart?: string;
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eventTimeEnd?: string;
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expectedDurationHours?: number;
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paymentTermTemplateId?: number;
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/** Migration 124 — split payment-term picker. Both must be set
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* together for the new path to engage on the backend. */
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paymentNetDaysTemplateId?: number;
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paymentTimingTemplateId?: number;
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/** Ad-hoc installments (commit #6). Overrides the picked timing
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* template's installments on the snapshot. Empty/missing = use
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* the template's value as-is. */
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installments?: PaymentTermInstallment[];
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vatRate?: number;
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shippingAmountMinor?: number;
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introText?: string;
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outroText?: string;
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internalNotes?: string;
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ccPdfEmail?: string;
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businessBankAccountId?: number;
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/** Migration 121 — optional link to a Project Overview project.
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* null clears the link; undefined leaves it unchanged. */
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projectId?: number | null;
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lineItems: QuoteLineItem[];
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}
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export interface QuoteListResponse {
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quotes: QuoteSummary[];
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pagination: { total: number; page: number; pageSize: number; totalPages: number };
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}
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export const quotesService = {
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async list(params: {
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status?: QuoteStatus[];
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customerAccountId?: number;
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q?: string;
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from?: string;
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to?: string;
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sort?: QuoteSort;
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page?: number;
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pageSize?: number;
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} = {}): Promise<QuoteListResponse> {
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const { data } = await api.get('/admin/quotes', {
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params: {
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...params,
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status: params.status?.join(','),
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},
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});
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return data.data || data;
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},
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async get(id: number): Promise<QuoteWithLineItems> {
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const { data } = await api.get(`/admin/quotes/${id}`);
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return data.data || data;
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},
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async create(payload: QuoteCreatePayload): Promise<QuoteWithLineItems> {
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const { data } = await api.post('/admin/quotes', payload);
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return data.data || data;
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},
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async update(id: number, payload: Partial<QuoteCreatePayload>): Promise<QuoteWithLineItems> {
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const { data } = await api.put(`/admin/quotes/${id}`, payload);
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return data.data || data;
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},
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async send(id: number): Promise<{ sent: true; token: string }> {
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const { data } = await api.post(`/admin/quotes/${id}/send`);
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return data.data || data;
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},
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async duplicate(id: number): Promise<{ id: number }> {
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const { data } = await api.post(`/admin/quotes/${id}/duplicate`);
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return data.data || data;
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},
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/** Admin accept-on-behalf — flips the quote to `accepted` without
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* going through the customer's public response page. Used for
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* phone-call workflows where the customer verbally agrees. */
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async acceptOnBehalf(id: number): Promise<{ status: string; lockedAt: string }> {
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const { data } = await api.post(`/admin/quotes/${id}/accept`);
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return data.data || data;
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},
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/** Admin decline-on-behalf — flips the quote to `declined` without the
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* customer's public response page. Optional free-text reason. Used
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* when the customer says no by phone/email. */
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async declineOnBehalf(id: number, reason?: string): Promise<{ status: string; declinedAt: string }> {
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const { data } = await api.post(`/admin/quotes/${id}/decline`, reason ? { reason } : {});
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return data.data || data;
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},
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async convert(id: number): Promise<{ eventId: number; alreadyConverted: boolean }> {
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const { data } = await api.post(`/admin/quotes/${id}/convert`);
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return data.data || data;
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},
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/** Convert the quote directly into invoice(s) without creating an event. */
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async convertToInvoice(id: number): Promise<{ installmentsCreated: number }> {
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const { data } = await api.post(`/admin/quotes/${id}/convert-to-invoice`);
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return data.data || data;
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},
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/** Convert the quote into a fresh draft contract (#contracts feature).
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* Leaves the quote in 'accepted' status; the contract becomes the
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* active deliverable. After the customer + admin both sign, the
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* contract detail page exposes its own convert-to-event /
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* convert-to-invoice buttons that re-enter the quote conversion
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* path via the contract's source_quote_id. */
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async convertToContract(id: number): Promise<{ contractId: number; alreadyConverted: boolean }> {
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const { data } = await api.post(`/admin/quotes/${id}/convert-to-contract`);
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return data.data || data;
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},
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/** Returns a blob URL the editor can `window.open()` straight into a tab. */
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async pdfUrl(id: number): Promise<string> {
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const res = await api.get(`/admin/quotes/${id}/pdf`, { responseType: 'blob' });
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return URL.createObjectURL(res.data);
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},
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async previewPdfUrl(payload: QuoteCreatePayload): Promise<string> {
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const res = await api.post('/admin/quotes/preview', payload, { responseType: 'blob' });
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return URL.createObjectURL(res.data);
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},
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async listLineItemPresets(): Promise<{ presets: LineItemPreset[] }> {
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const { data } = await api.get('/admin/quotes/presets/line-items');
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return data.data || data;
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},
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async createLineItemPreset(payload: Partial<LineItemPreset> & { name: string }): Promise<{ preset: LineItemPreset }> {
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const { data } = await api.post('/admin/quotes/presets/line-items', payload);
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return data.data || data;
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},
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async listPaymentTermTemplates(): Promise<{ templates: PaymentTermTemplate[] }> {
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const { data } = await api.get('/admin/quotes/presets/payment-terms');
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return data.data || data;
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},
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async createPaymentTermTemplate(payload: Omit<PaymentTermTemplate, 'id' | 'isSystem'>): Promise<{ template: PaymentTermTemplate }> {
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const { data } = await api.post('/admin/quotes/presets/payment-terms', payload);
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return data.data || data;
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},
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async updatePaymentTermTemplate(id: number, payload: Partial<PaymentTermTemplate>): Promise<{ template: PaymentTermTemplate }> {
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const { data } = await api.put(`/admin/quotes/presets/payment-terms/${id}`, payload);
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return data.data || data;
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},
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async deletePaymentTermTemplate(id: number): Promise<{ deleted: true }> {
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const { data } = await api.delete(`/admin/quotes/presets/payment-terms/${id}`);
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return data.data || data;
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},
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// Split payment-term templates (migration 124).
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async listPaymentNetDaysTemplates(): Promise<{ templates: PaymentNetDaysTemplate[] }> {
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const { data } = await api.get('/admin/quotes/presets/payment-net-days');
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return data.data || data;
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},
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async listPaymentTimingTemplates(): Promise<{ templates: PaymentTimingTemplate[] }> {
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const { data } = await api.get('/admin/quotes/presets/payment-timing');
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return data.data || data;
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},
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};
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// -------------------------------------------------------------------
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// Public (no-auth) — accept / decline page
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// -------------------------------------------------------------------
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export interface PublicQuoteView {
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quoteNumber: string;
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status: QuoteStatus;
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language: string;
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currency: string;
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issueDate: string;
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validUntil: string | null;
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eventName: string | null;
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eventDate: string | null;
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eventTimeStart: string | null;
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eventTimeEnd: string | null;
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introText: string | null;
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outroText: string | null;
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netAmountMinor: number;
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vatRate: number | null;
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vatAmountMinor: number;
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shippingAmountMinor: number;
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totalAmountMinor: number;
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respondedAt: string | null;
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responseLockedAt: string | null;
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canRespond: boolean;
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lineItems: Array<{
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position: number;
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quantity: number;
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description: string;
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unitPriceMinor: number;
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discountPercent: number;
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lineTotalMinor: number;
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}>;
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/** Terms of Service block driven by the global `crm_quotes_tos_*`
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* settings. When `required` is true, the public page must show a
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* checkbox the customer ticks before Accept can fire. The text +
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* url are optional content the admin curates in CRM Settings. */
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tos?: {
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required: boolean;
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text: string;
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url: string;
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acceptedAt: string | null;
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};
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recipient: { displayName: string; email: string; companyName: string | null } | null;
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issuer: {
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companyName: string;
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email: string;
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website: string;
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footerLine: string;
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/** Absolute or /uploads/-prefixed URL set by the public route. */
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logoUrl?: string | null;
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/** Dark-mode branding logo; the page picks per its colour mode. */
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logoUrlDark?: string | null;
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} | null;
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}
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export const publicQuotesService = {
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async get(token: string): Promise<{ quote: PublicQuoteView }> {
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const { data } = await api.get(`/public/quotes/${token}`);
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return data.data || data;
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},
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async respond(
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token: string,
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action: 'accept' | 'decline',
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options: { tosAccepted?: boolean } = {},
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): Promise<{ status: QuoteStatus; lockedAt: string }> {
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const { data } = await api.post(`/public/quotes/${token}/respond`, {
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action,
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tosAccepted: options.tosAccepted,
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});
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return data.data || data;
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},
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};
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