sales documents

This commit is contained in:
2026-03-15 11:44:14 -05:00
parent e2254d020e
commit a9d31730f8
15 changed files with 628 additions and 115 deletions

View File

@@ -58,6 +58,7 @@ import type {
SalesCustomerOptionDto,
SalesDocumentDetailDto,
SalesDocumentInput,
SalesDocumentRevisionDto,
SalesDocumentStatus,
SalesDocumentSummaryDto,
} from "@mrp/shared/dist/sales/types.js";
@@ -537,6 +538,12 @@ export const api = {
token
);
},
approveQuote(token: string, quoteId: string) {
return request<SalesDocumentDetailDto>(`/api/v1/sales/quotes/${quoteId}/approve`, { method: "POST" }, token);
},
getQuoteRevisions(token: string, quoteId: string) {
return request<SalesDocumentRevisionDto[]>(`/api/v1/sales/quotes/${quoteId}/revisions`, undefined, token);
},
convertQuoteToSalesOrder(token: string, quoteId: string) {
return request<SalesDocumentDetailDto>(`/api/v1/sales/quotes/${quoteId}/convert`, { method: "POST" }, token);
},
@@ -566,6 +573,12 @@ export const api = {
token
);
},
approveSalesOrder(token: string, orderId: string) {
return request<SalesDocumentDetailDto>(`/api/v1/sales/orders/${orderId}/approve`, { method: "POST" }, token);
},
getSalesOrderRevisions(token: string, orderId: string) {
return request<SalesDocumentRevisionDto[]>(`/api/v1/sales/orders/${orderId}/revisions`, undefined, token);
},
getPurchaseOrders(token: string, filters?: { q?: string; status?: PurchaseOrderStatus; vendorId?: string }) {
return request<PurchaseOrderSummaryDto[]>(
`/api/v1/purchasing/orders${buildQueryString({

View File

@@ -21,6 +21,7 @@ export function SalesDetailPage({ entity }: { entity: SalesDocumentEntity }) {
const [isUpdatingStatus, setIsUpdatingStatus] = useState(false);
const [isConverting, setIsConverting] = useState(false);
const [isOpeningPdf, setIsOpeningPdf] = useState(false);
const [isApproving, setIsApproving] = useState(false);
const [shipments, setShipments] = useState<ShipmentSummaryDto[]>([]);
const canManage = user?.permissions.includes(permissions.salesWrite) ?? false;
@@ -119,6 +120,27 @@ export function SalesDetailPage({ entity }: { entity: SalesDocumentEntity }) {
}
}
async function handleApprove() {
if (!token) {
return;
}
setIsApproving(true);
setStatus(`Approving ${config.singularLabel.toLowerCase()}...`);
try {
const nextDocument =
entity === "quote" ? await api.approveQuote(token, activeDocument.id) : await api.approveSalesOrder(token, activeDocument.id);
setDocument(nextDocument);
setStatus(`${config.singularLabel} approved.`);
} catch (error: unknown) {
const message = error instanceof ApiError ? error.message : `Unable to approve ${config.singularLabel.toLowerCase()}.`;
setStatus(message);
} finally {
setIsApproving(false);
}
}
return (
<section className="space-y-4">
<div className="rounded-[28px] border border-line/70 bg-surface/90 p-4 shadow-panel 2xl:p-5">
@@ -129,6 +151,9 @@ export function SalesDetailPage({ entity }: { entity: SalesDocumentEntity }) {
<p className="mt-1 text-sm text-text">{activeDocument.customerName}</p>
<div className="mt-3 flex flex-wrap gap-2">
<SalesStatusBadge status={activeDocument.status} />
<span className="inline-flex items-center rounded-full border border-line/70 px-2 py-1 text-xs font-semibold uppercase tracking-[0.16em] text-muted">
Rev {activeDocument.currentRevisionNumber}
</span>
</div>
</div>
<div className="flex flex-wrap gap-3">
@@ -148,6 +173,16 @@ export function SalesDetailPage({ entity }: { entity: SalesDocumentEntity }) {
<Link to={`${config.routeBase}/${activeDocument.id}/edit`} className="inline-flex items-center justify-center rounded-2xl bg-brand px-2 py-2 text-sm font-semibold text-white">
Edit {config.singularLabel.toLowerCase()}
</Link>
{activeDocument.status !== "APPROVED" ? (
<button
type="button"
onClick={handleApprove}
disabled={isApproving}
className="inline-flex items-center justify-center rounded-2xl border border-emerald-400/40 px-2 py-2 text-sm font-semibold text-emerald-700 disabled:cursor-not-allowed disabled:opacity-60 dark:text-emerald-300"
>
{isApproving ? "Approving..." : "Approve"}
</button>
) : null}
{entity === "quote" ? (
<button
type="button"
@@ -205,8 +240,9 @@ export function SalesDetailPage({ entity }: { entity: SalesDocumentEntity }) {
<div className="mt-2 text-base font-bold text-text">{activeDocument.lineCount}</div>
</article>
<article className="rounded-[24px] border border-line/70 bg-surface/90 px-3 py-3 shadow-panel">
<p className="text-xs font-semibold uppercase tracking-[0.18em] text-muted">Subtotal</p>
<div className="mt-2 text-base font-bold text-text">${activeDocument.subtotal.toFixed(2)}</div>
<p className="text-xs font-semibold uppercase tracking-[0.18em] text-muted">Approval</p>
<div className="mt-2 text-base font-bold text-text">{activeDocument.approvedAt ? new Date(activeDocument.approvedAt).toLocaleDateString() : "Pending"}</div>
<div className="mt-1 text-xs text-muted">{activeDocument.approvedByName ?? "No approver recorded"}</div>
</article>
</section>
<section className="grid gap-3 xl:grid-cols-4">
@@ -229,6 +265,36 @@ export function SalesDetailPage({ entity }: { entity: SalesDocumentEntity }) {
<div className="mt-2 text-base font-bold text-text">${activeDocument.total.toFixed(2)}</div>
</article>
</section>
<section className="rounded-[28px] border border-line/70 bg-surface/90 p-4 shadow-panel 2xl:p-5">
<div className="flex items-center justify-between gap-3">
<div>
<p className="text-xs font-semibold uppercase tracking-[0.24em] text-muted">Revision History</p>
<p className="mt-2 text-sm text-muted">Automatic snapshots are recorded when the document changes status, content, or approval state.</p>
</div>
</div>
{activeDocument.revisions.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 revisions have been recorded yet.
</div>
) : (
<div className="mt-6 space-y-3">
{activeDocument.revisions.map((revision) => (
<article key={revision.id} className="rounded-3xl border border-line/70 bg-page/60 p-3">
<div className="flex flex-wrap items-start justify-between gap-3">
<div>
<div className="font-semibold text-text">Rev {revision.revisionNumber}</div>
<div className="mt-1 text-sm text-text">{revision.reason}</div>
</div>
<div className="text-right text-xs text-muted">
<div>{new Date(revision.createdAt).toLocaleString()}</div>
<div className="mt-1">{revision.createdByName ?? "System"}</div>
</div>
</div>
</article>
))}
</div>
)}
</section>
<div className="grid gap-3 xl:grid-cols-[minmax(0,1.05fr)_minmax(320px,0.95fr)]">
<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">Customer</p>

View File

@@ -56,6 +56,7 @@ export function SalesFormPage({ entity, mode }: { entity: SalesDocumentEntity; m
taxPercent: document.taxPercent,
freightAmount: document.freightAmount,
notes: document.notes,
revisionReason: "",
lines: document.lines.map((line) => ({
itemId: line.itemId,
description: line.description,
@@ -290,6 +291,17 @@ export function SalesFormPage({ entity, mode }: { entity: SalesDocumentEntity; m
className="w-full rounded-3xl border border-line/70 bg-page px-2 py-2 text-text outline-none transition focus:border-brand"
/>
</label>
{mode === "edit" ? (
<label className="block xl:max-w-xl">
<span className="mb-2 block text-sm font-semibold text-text">Revision Reason</span>
<input
value={form.revisionReason ?? ""}
onChange={(event) => updateField("revisionReason", event.target.value)}
placeholder="What changed in this revision?"
className="w-full rounded-2xl border border-line/70 bg-page px-2 py-2 text-text outline-none transition focus:border-brand"
/>
</label>
) : null}
<div className="grid gap-3 xl:grid-cols-3">
<label className="block">
<span className="mb-2 block text-sm font-semibold text-text">Discount %</span>

View File

@@ -93,6 +93,7 @@ export function SalesListPage({ entity }: { entity: SalesDocumentEntity }) {
<th className="px-2 py-2">Document</th>
<th className="px-2 py-2">Customer</th>
<th className="px-2 py-2">Status</th>
<th className="px-2 py-2">Revision</th>
<th className="px-2 py-2">Issue Date</th>
<th className="px-2 py-2">Value</th>
<th className="px-2 py-2">Lines</th>
@@ -110,6 +111,10 @@ export function SalesListPage({ entity }: { entity: SalesDocumentEntity }) {
<td className="px-2 py-2">
<SalesStatusBadge status={document.status} />
</td>
<td className="px-2 py-2 text-muted">
Rev {document.currentRevisionNumber}
{document.approvedAt ? <div className="mt-1 text-xs text-muted">Approved</div> : null}
</td>
<td className="px-2 py-2 text-muted">{new Date(document.issueDate).toLocaleDateString()}</td>
<td className="px-2 py-2 text-muted">${document.total.toFixed(2)}</td>
<td className="px-2 py-2 text-muted">{document.lineCount}</td>

View File

@@ -59,4 +59,5 @@ export const emptySalesDocumentInput: SalesDocumentInput = {
freightAmount: 0,
notes: "",
lines: [],
revisionReason: "",
};