convert actions

2026-03-14 23:16:42 -05:00
parent d44d97e47b
commit 9d233a0c3d
4 changed files with 232 additions and 18 deletions
--- a/client/src/lib/api.ts
+++ b/client/src/lib/api.ts
@@ -391,6 +391,16 @@ export const api = {
  updateQuote(token: string, quoteId: string, payload: SalesDocumentInput) {
    return request<SalesDocumentDetailDto>(`/api/v1/sales/quotes/${quoteId}`, { method: "PUT", body: JSON.stringify(payload) }, token);
  },
+  updateQuoteStatus(token: string, quoteId: string, status: SalesDocumentStatus) {
+    return request<SalesDocumentDetailDto>(
+      `/api/v1/sales/quotes/${quoteId}/status`,
+      { method: "PATCH", body: JSON.stringify({ status }) },
+      token
+    );
+  },
+  convertQuoteToSalesOrder(token: string, quoteId: string) {
+    return request<SalesDocumentDetailDto>(`/api/v1/sales/quotes/${quoteId}/convert`, { method: "POST" }, token);
+  },
  getSalesOrders(token: string, filters?: { q?: string; status?: SalesDocumentStatus }) {
    return request<SalesDocumentSummaryDto[]>(
      `/api/v1/sales/orders${buildQueryString({
@@ -410,6 +420,13 @@ export const api = {
  updateSalesOrder(token: string, orderId: string, payload: SalesDocumentInput) {
    return request<SalesDocumentDetailDto>(`/api/v1/sales/orders/${orderId}`, { method: "PUT", body: JSON.stringify(payload) }, token);
  },
+  updateSalesOrderStatus(token: string, orderId: string, status: SalesDocumentStatus) {
+    return request<SalesDocumentDetailDto>(
+      `/api/v1/sales/orders/${orderId}/status`,
+      { method: "PATCH", body: JSON.stringify({ status }) },
+      token
+    );
+  },
  async getCompanyProfilePreviewPdf(token: string) {
    const response = await fetch("/api/v1/documents/company-profile-preview.pdf", {
      headers: {
--- a/client/src/modules/sales/SalesDetailPage.tsx
+++ b/client/src/modules/sales/SalesDetailPage.tsx
@@ -1,20 +1,23 @@
 import { permissions } from "@mrp/shared";
-import type { SalesDocumentDetailDto } from "@mrp/shared/dist/sales/types.js";
+import type { SalesDocumentDetailDto, SalesDocumentStatus } from "@mrp/shared/dist/sales/types.js";
 import { useEffect, useState } from "react";
-import { Link, useParams } from "react-router-dom";
+import { Link, useNavigate, useParams } from "react-router-dom";

 import { useAuth } from "../../auth/AuthProvider";
 import { api, ApiError } from "../../lib/api";
-import { salesConfigs, type SalesDocumentEntity } from "./config";
+import { salesConfigs, salesStatusOptions, type SalesDocumentEntity } from "./config";
 import { SalesStatusBadge } from "./SalesStatusBadge";

 export function SalesDetailPage({ entity }: { entity: SalesDocumentEntity }) {
  const { token, user } = useAuth();
+  const navigate = useNavigate();
  const { quoteId, orderId } = useParams();
  const config = salesConfigs[entity];
  const documentId = entity === "quote" ? quoteId : orderId;
  const [document, setDocument] = useState<SalesDocumentDetailDto | null>(null);
  const [status, setStatus] = useState(`Loading ${config.singularLabel.toLowerCase()}...`);
+  const [isUpdatingStatus, setIsUpdatingStatus] = useState(false);
+  const [isConverting, setIsConverting] = useState(false);

  const canManage = user?.permissions.includes(permissions.salesWrite) ?? false;

@@ -39,16 +42,59 @@ export function SalesDetailPage({ entity }: { entity: SalesDocumentEntity }) {
    return <div className="rounded-[28px] border border-line/70 bg-surface/90 p-4 text-sm text-muted shadow-panel">{status}</div>;
  }

+  const activeDocument = document;
+
+  async function handleStatusChange(nextStatus: SalesDocumentStatus) {
+    if (!token) {
+      return;
+    }
+
+    setIsUpdatingStatus(true);
+    setStatus(`Updating ${config.singularLabel.toLowerCase()} status...`);
+
+    try {
+      const nextDocument =
+        entity === "quote"
+          ? await api.updateQuoteStatus(token, activeDocument.id, nextStatus)
+          : await api.updateSalesOrderStatus(token, activeDocument.id, nextStatus);
+      setDocument(nextDocument);
+      setStatus(`${config.singularLabel} status updated.`);
+    } catch (error: unknown) {
+      const message = error instanceof ApiError ? error.message : `Unable to update ${config.singularLabel.toLowerCase()} status.`;
+      setStatus(message);
+    } finally {
+      setIsUpdatingStatus(false);
+    }
+  }
+
+  async function handleConvert() {
+    if (!token || entity !== "quote") {
+      return;
+    }
+
+    setIsConverting(true);
+    setStatus("Converting quote to sales order...");
+
+    try {
+      const order = await api.convertQuoteToSalesOrder(token, activeDocument.id);
+      navigate(`/sales/orders/${order.id}`);
+    } catch (error: unknown) {
+      const message = error instanceof ApiError ? error.message : "Unable to convert quote to sales order.";
+      setStatus(message);
+      setIsConverting(false);
+    }
+  }
+
  return (
    <section className="space-y-4">
      <div className="rounded-[28px] border border-line/70 bg-surface/90 p-4 shadow-panel 2xl:p-5">
        <div className="flex flex-col gap-3 lg:flex-row lg:items-start lg:justify-between">
          <div>
            <p className="text-xs font-semibold uppercase tracking-[0.24em] text-muted">{config.detailEyebrow}</p>
-            <h3 className="mt-2 text-xl font-bold text-text">{document.documentNumber}</h3>
-            <p className="mt-1 text-sm text-text">{document.customerName}</p>
+            <h3 className="mt-2 text-xl font-bold text-text">{activeDocument.documentNumber}</h3>
+            <p className="mt-1 text-sm text-text">{activeDocument.customerName}</p>
            <div className="mt-3 flex flex-wrap gap-2">
-              <SalesStatusBadge status={document.status} />
+              <SalesStatusBadge status={activeDocument.status} />
            </div>
          </div>
          <div className="flex flex-wrap gap-3">
@@ -56,29 +102,64 @@ export function SalesDetailPage({ entity }: { entity: SalesDocumentEntity }) {
              Back to {config.collectionLabel.toLowerCase()}
            </Link>
            {canManage ? (
-              <Link to={`${config.routeBase}/${document.id}/edit`} className="inline-flex items-center justify-center rounded-2xl bg-brand px-2 py-2 text-sm font-semibold text-white">
-                Edit {config.singularLabel.toLowerCase()}
-              </Link>
+              <>
+                <Link to={`${config.routeBase}/${activeDocument.id}/edit`} className="inline-flex items-center justify-center rounded-2xl bg-brand px-2 py-2 text-sm font-semibold text-white">
+                  Edit {config.singularLabel.toLowerCase()}
+                </Link>
+                {entity === "quote" ? (
+                  <button
+                    type="button"
+                    onClick={handleConvert}
+                    disabled={isConverting}
+                    className="inline-flex items-center justify-center rounded-2xl border border-emerald-400/40 px-2 py-2 text-sm font-semibold text-emerald-700 disabled:cursor-not-allowed disabled:opacity-60 dark:text-emerald-300"
+                  >
+                    {isConverting ? "Converting..." : "Convert to sales order"}
+                  </button>
+                ) : null}
+              </>
            ) : null}
          </div>
        </div>
      </div>
+      {canManage ? (
+        <section className="rounded-[28px] border border-line/70 bg-surface/90 p-4 shadow-panel 2xl:p-5">
+          <div className="flex flex-col gap-3 lg:flex-row lg:items-center lg:justify-between">
+            <div>
+              <p className="text-xs font-semibold uppercase tracking-[0.24em] text-muted">Quick Actions</p>
+              <p className="mt-2 text-sm text-muted">Update document status without opening the full editor.</p>
+            </div>
+            <div className="flex flex-wrap gap-2">
+              {salesStatusOptions.map((option) => (
+                <button
+                  key={option.value}
+                  type="button"
+                  onClick={() => handleStatusChange(option.value)}
+                  disabled={isUpdatingStatus || activeDocument.status === option.value}
+                  className="rounded-2xl border border-line/70 px-2 py-2 text-sm font-semibold text-text disabled:cursor-not-allowed disabled:opacity-60"
+                >
+                  {option.label}
+                </button>
+              ))}
+            </div>
+          </div>
+        </section>
+      ) : null}
      <section className="grid gap-3 xl:grid-cols-4">
        <article className="rounded-[24px] border border-line/70 bg-surface/90 px-3 py-3 shadow-panel">
          <p className="text-xs font-semibold uppercase tracking-[0.18em] text-muted">Issue Date</p>
-          <div className="mt-2 text-base font-bold text-text">{new Date(document.issueDate).toLocaleDateString()}</div>
+          <div className="mt-2 text-base font-bold text-text">{new Date(activeDocument.issueDate).toLocaleDateString()}</div>
        </article>
        <article className="rounded-[24px] border border-line/70 bg-surface/90 px-3 py-3 shadow-panel">
          <p className="text-xs font-semibold uppercase tracking-[0.18em] text-muted">Expires</p>
-          <div className="mt-2 text-base font-bold text-text">{document.expiresAt ? new Date(document.expiresAt).toLocaleDateString() : "N/A"}</div>
+          <div className="mt-2 text-base font-bold text-text">{activeDocument.expiresAt ? new Date(activeDocument.expiresAt).toLocaleDateString() : "N/A"}</div>
        </article>
        <article className="rounded-[24px] border border-line/70 bg-surface/90 px-3 py-3 shadow-panel">
          <p className="text-xs font-semibold uppercase tracking-[0.18em] text-muted">Lines</p>
-          <div className="mt-2 text-base font-bold text-text">{document.lineCount}</div>
+          <div className="mt-2 text-base font-bold text-text">{activeDocument.lineCount}</div>
        </article>
        <article className="rounded-[24px] border border-line/70 bg-surface/90 px-3 py-3 shadow-panel">
          <p className="text-xs font-semibold uppercase tracking-[0.18em] text-muted">Subtotal</p>
-          <div className="mt-2 text-base font-bold text-text">${document.subtotal.toFixed(2)}</div>
+          <div className="mt-2 text-base font-bold text-text">${activeDocument.subtotal.toFixed(2)}</div>
        </article>
      </section>
      <div className="grid gap-3 xl:grid-cols-[minmax(0,1.05fr)_minmax(320px,0.95fr)]">
@@ -87,22 +168,22 @@ export function SalesDetailPage({ entity }: { entity: SalesDocumentEntity }) {
          <dl className="mt-5 grid gap-3">
            <div>
              <dt className="text-xs font-semibold uppercase tracking-[0.18em] text-muted">Account</dt>
-              <dd className="mt-1 text-sm text-text">{document.customerName}</dd>
+              <dd className="mt-1 text-sm text-text">{activeDocument.customerName}</dd>
            </div>
            <div>
              <dt className="text-xs font-semibold uppercase tracking-[0.18em] text-muted">Email</dt>
-              <dd className="mt-1 text-sm text-text">{document.customerEmail}</dd>
+              <dd className="mt-1 text-sm text-text">{activeDocument.customerEmail}</dd>
            </div>
          </dl>
        </article>
        <article className="rounded-[28px] border border-line/70 bg-surface/90 p-4 shadow-panel 2xl:p-5">
          <p className="text-xs font-semibold uppercase tracking-[0.24em] text-muted">Notes</p>
-          <p className="mt-3 whitespace-pre-line text-sm leading-6 text-text">{document.notes || "No notes recorded for this document."}</p>
+          <p className="mt-3 whitespace-pre-line text-sm leading-6 text-text">{activeDocument.notes || "No notes recorded for this document."}</p>
        </article>
      </div>
      <section className="rounded-[28px] border border-line/70 bg-surface/90 p-4 shadow-panel 2xl:p-5">
        <p className="text-xs font-semibold uppercase tracking-[0.24em] text-muted">Line Items</p>
-        {document.lines.length === 0 ? (
+        {activeDocument.lines.length === 0 ? (
          <div className="mt-6 rounded-3xl border border-dashed border-line/70 bg-page/60 px-4 py-8 text-center text-sm text-muted">
            No line items have been added yet.
          </div>
@@ -120,7 +201,7 @@ export function SalesDetailPage({ entity }: { entity: SalesDocumentEntity }) {
                </tr>
              </thead>
              <tbody className="divide-y divide-line/70 bg-surface">
-              {document.lines.map((line: SalesDocumentDetailDto["lines"][number]) => (
+              {activeDocument.lines.map((line: SalesDocumentDetailDto["lines"][number]) => (
                  <tr key={line.id}>
                    <td className="px-2 py-2">
                      <div className="font-semibold text-text">{line.itemSku}</div>
--- a/server/src/modules/sales/router.ts
+++ b/server/src/modules/sales/router.ts
@@ -7,10 +7,12 @@ import { fail, ok } from "../../lib/http.js";
 import { requirePermissions } from "../../lib/rbac.js";
 import { inventoryUnitsOfMeasure } from "@mrp/shared/dist/inventory/types.js";
 import {
+  convertQuoteToSalesOrder,
  createSalesDocument,
  getSalesDocumentById,
  listSalesCustomerOptions,
  listSalesDocuments,
+  updateSalesDocumentStatus,
  updateSalesDocument,
 } from "./service.js";

@@ -45,6 +47,10 @@ const salesListQuerySchema = z.object({
  status: z.enum(salesDocumentStatuses).optional(),
 });

+const salesStatusUpdateSchema = z.object({
+  status: z.enum(salesDocumentStatuses),
+});
+
 function getRouteParam(value: unknown) {
  return typeof value === "string" ? value : null;
 }
@@ -111,6 +117,39 @@ salesRouter.put("/quotes/:quoteId", requirePermissions([permissions.salesWrite])
  return ok(response, result.document);
 });

+salesRouter.patch("/quotes/:quoteId/status", requirePermissions([permissions.salesWrite]), async (request, response) => {
+  const quoteId = getRouteParam(request.params.quoteId);
+  if (!quoteId) {
+    return fail(response, 400, "INVALID_INPUT", "Quote id is invalid.");
+  }
+
+  const parsed = salesStatusUpdateSchema.safeParse(request.body);
+  if (!parsed.success) {
+    return fail(response, 400, "INVALID_INPUT", "Quote status payload is invalid.");
+  }
+
+  const result = await updateSalesDocumentStatus("QUOTE", quoteId, parsed.data.status);
+  if (!result.ok) {
+    return fail(response, 400, "INVALID_INPUT", result.reason);
+  }
+
+  return ok(response, result.document);
+});
+
+salesRouter.post("/quotes/:quoteId/convert", requirePermissions([permissions.salesWrite]), async (request, response) => {
+  const quoteId = getRouteParam(request.params.quoteId);
+  if (!quoteId) {
+    return fail(response, 400, "INVALID_INPUT", "Quote id is invalid.");
+  }
+
+  const result = await convertQuoteToSalesOrder(quoteId);
+  if (!result.ok) {
+    return fail(response, 400, "INVALID_INPUT", result.reason);
+  }
+
+  return ok(response, result.document, 201);
+});
+
 salesRouter.get("/orders", requirePermissions([permissions.salesRead]), async (request, response) => {
  const parsed = salesListQuerySchema.safeParse(request.query);
  if (!parsed.success) {
@@ -172,3 +211,22 @@ salesRouter.put("/orders/:orderId", requirePermissions([permissions.salesWrite])

  return ok(response, result.document);
 });
+
+salesRouter.patch("/orders/:orderId/status", requirePermissions([permissions.salesWrite]), async (request, response) => {
+  const orderId = getRouteParam(request.params.orderId);
+  if (!orderId) {
+    return fail(response, 400, "INVALID_INPUT", "Sales order id is invalid.");
+  }
+
+  const parsed = salesStatusUpdateSchema.safeParse(request.body);
+  if (!parsed.success) {
+    return fail(response, 400, "INVALID_INPUT", "Sales order status payload is invalid.");
+  }
+
+  const result = await updateSalesDocumentStatus("ORDER", orderId, parsed.data.status);
+  if (!result.ok) {
+    return fail(response, 400, "INVALID_INPUT", result.reason);
+  }
+
+  return ok(response, result.document);
+});
--- a/server/src/modules/sales/service.ts
+++ b/server/src/modules/sales/service.ts
@@ -329,3 +329,61 @@ export async function updateSalesDocument(type: SalesDocumentType, documentId: s
  const detail = await getSalesDocumentById(type, documentId);
  return detail ? { ok: true as const, document: detail } : { ok: false as const, reason: "Unable to load saved document." };
 }
+
+export async function updateSalesDocumentStatus(type: SalesDocumentType, documentId: string, status: SalesDocumentStatus) {
+  const existing = await documentConfig[type].findUnique({
+    where: { id: documentId },
+    select: { id: true },
+  });
+
+  if (!existing) {
+    return { ok: false as const, reason: "Sales document was not found." };
+  }
+
+  await documentConfig[type].update({
+    where: { id: documentId },
+    data: { status },
+    select: { id: true },
+  });
+
+  const detail = await getSalesDocumentById(type, documentId);
+  return detail ? { ok: true as const, document: detail } : { ok: false as const, reason: "Unable to load updated document." };
+}
+
+export async function convertQuoteToSalesOrder(quoteId: string) {
+  const quote = await documentConfig.QUOTE.findUnique({
+    where: { id: quoteId },
+    include: buildInclude("QUOTE"),
+  });
+
+  if (!quote) {
+    return { ok: false as const, reason: "Quote was not found." };
+  }
+
+  const mappedQuote = mapDocument(quote as SalesDocumentRecord);
+  const nextOrderNumber = await nextDocumentNumber("ORDER");
+
+  const created = await documentConfig.ORDER.create({
+    data: {
+      documentNumber: nextOrderNumber,
+      customerId: mappedQuote.customerId,
+      status: "DRAFT",
+      issueDate: new Date(),
+      notes: mappedQuote.notes ? `Converted from ${mappedQuote.documentNumber}\n\n${mappedQuote.notes}` : `Converted from ${mappedQuote.documentNumber}`,
+      lines: {
+        create: mappedQuote.lines.map((line) => ({
+          itemId: line.itemId,
+          description: line.description,
+          quantity: line.quantity,
+          unitOfMeasure: line.unitOfMeasure,
+          unitPrice: line.unitPrice,
+          position: line.position,
+        })),
+      },
+    },
+    select: { id: true },
+  });
+
+  const order = await getSalesDocumentById("ORDER", created.id);
+  return order ? { ok: true as const, document: order } : { ok: false as const, reason: "Unable to load converted sales order." };
+}