next slice

This commit is contained in:
2026-03-15 09:22:39 -05:00
parent 18e4044124
commit ce21ad4a4c
13 changed files with 708 additions and 24 deletions

View File

@@ -3,6 +3,8 @@ import { Router } from "express";
import { renderPdf } from "../../lib/pdf.js";
import { requirePermissions } from "../../lib/rbac.js";
import { getPurchaseOrderPdfData } from "../purchasing/service.js";
import { getSalesDocumentPdfData } from "../sales/service.js";
import { getShipmentPackingSlipData } from "../shipping/service.js";
import { getActiveCompanyProfile } from "../settings/service.js";
@@ -17,6 +19,123 @@ function escapeHtml(value: string) {
.replaceAll("'", "'");
}
function formatDate(value: string | null | undefined) {
return value ? new Date(value).toLocaleDateString() : "N/A";
}
function buildAddressLines(record: {
name: string;
addressLine1: string;
addressLine2: string;
city: string;
state: string;
postalCode: string;
country: string;
}) {
return [
record.name,
record.addressLine1,
record.addressLine2,
`${record.city}, ${record.state} ${record.postalCode}`.trim(),
record.country,
].filter((line) => line.trim().length > 0);
}
function renderCommercialDocumentPdf(options: {
company: Awaited<ReturnType<typeof getActiveCompanyProfile>>;
title: string;
documentNumber: string;
issueDate: string;
status: string;
partyTitle: string;
partyLines: string[];
partyMeta: Array<{ label: string; value: string }>;
documentMeta: Array<{ label: string; value: string }>;
rows: string;
totalsRows: string;
notes: string;
}) {
const { company } = options;
return renderPdf(`
<html>
<head>
<style>
@page { margin: 16mm; }
body { font-family: ${company.theme.fontFamily}, Arial, sans-serif; color: #1b1f29; font-size: 12px; }
.page { display: flex; flex-direction: column; gap: 16px; }
.header { display: flex; justify-content: space-between; gap: 24px; border-bottom: 2px solid ${company.theme.primaryColor}; padding-bottom: 16px; }
.brand h1 { margin: 0; font-size: 24px; color: ${company.theme.primaryColor}; }
.brand p { margin: 6px 0 0; color: #5a6a85; line-height: 1.45; }
.document-meta { min-width: 280px; display: grid; grid-template-columns: 1fr 1fr; gap: 12px 18px; }
.label { font-size: 10px; text-transform: uppercase; letter-spacing: 0.08em; color: #5a6a85; }
.value { margin-top: 4px; font-size: 13px; font-weight: 600; }
.grid { display: grid; grid-template-columns: 1.05fr 0.95fr; gap: 16px; }
.card { border: 1px solid #d7deeb; border-radius: 14px; padding: 14px 16px; }
.card-title { font-size: 10px; text-transform: uppercase; letter-spacing: 0.08em; color: #5a6a85; margin-bottom: 8px; }
.stack { display: flex; flex-direction: column; gap: 4px; }
table { width: 100%; border-collapse: collapse; }
thead th { text-align: left; font-size: 10px; text-transform: uppercase; letter-spacing: 0.08em; color: #5a6a85; background: #f4f7fb; padding: 10px 12px; border-bottom: 1px solid #d7deeb; }
tbody td { padding: 12px; border-bottom: 1px solid #e6ebf3; vertical-align: top; }
.number { text-align: right; white-space: nowrap; }
.item-name { font-weight: 600; }
.item-desc { margin-top: 4px; color: #5a6a85; font-size: 11px; }
.summary { margin-left: auto; width: 320px; border: 1px solid #d7deeb; border-radius: 14px; overflow: hidden; }
.summary table tbody td { padding: 10px 12px; }
.summary table tbody tr:last-child td { font-size: 14px; font-weight: 700; background: #f4f7fb; }
.notes { border: 1px solid #d7deeb; border-radius: 14px; padding: 14px 16px; min-height: 72px; white-space: pre-line; }
</style>
</head>
<body>
<div class="page">
<div class="header">
<div class="brand">
<h1>${escapeHtml(company.companyName)}</h1>
<p>${escapeHtml(company.addressLine1)}${company.addressLine2 ? `<br/>${escapeHtml(company.addressLine2)}` : ""}<br/>${escapeHtml(company.city)}, ${escapeHtml(company.state)} ${escapeHtml(company.postalCode)}<br/>${escapeHtml(company.country)}</p>
</div>
<div class="document-meta">
<div><div class="label">Document</div><div class="value">${escapeHtml(options.title)}</div></div>
<div><div class="label">Number</div><div class="value">${escapeHtml(options.documentNumber)}</div></div>
<div><div class="label">Issue Date</div><div class="value">${escapeHtml(formatDate(options.issueDate))}</div></div>
<div><div class="label">Status</div><div class="value">${escapeHtml(options.status)}</div></div>
${options.documentMeta.map((entry) => `<div><div class="label">${escapeHtml(entry.label)}</div><div class="value">${escapeHtml(entry.value)}</div></div>`).join("")}
</div>
</div>
<div class="grid">
<div class="card">
<div class="card-title">${escapeHtml(options.partyTitle)}</div>
<div class="stack">${options.partyLines.map((line) => `<div>${escapeHtml(line)}</div>`).join("")}</div>
</div>
<div class="card">
<div class="card-title">Contact</div>
<div class="stack">${options.partyMeta.map((entry) => `<div><strong>${escapeHtml(entry.label)}:</strong> ${escapeHtml(entry.value)}</div>`).join("")}</div>
</div>
</div>
<table>
<thead>
<tr>
<th style="width: 16%;">SKU</th>
<th>Description</th>
<th style="width: 9%;" class="number">Qty</th>
<th style="width: 9%;" class="number">UOM</th>
<th style="width: 13%;" class="number">Unit</th>
<th style="width: 14%;" class="number">Line Total</th>
</tr>
</thead>
<tbody>${options.rows}</tbody>
</table>
<div class="summary">
<table>
<tbody>${options.totalsRows}</tbody>
</table>
</div>
<div class="notes"><div class="card-title">Notes</div>${escapeHtml(options.notes || "No notes recorded for this document.")}</div>
</div>
</body>
</html>
`);
}
documentsRouter.get("/company-profile-preview.pdf", requirePermissions([permissions.companyRead]), async (_request, response) => {
const profile = await getActiveCompanyProfile();
const pdf = await renderPdf(`
@@ -58,6 +177,180 @@ documentsRouter.get("/company-profile-preview.pdf", requirePermissions([permissi
return response.send(pdf);
});
documentsRouter.get(
"/sales/quotes/:quoteId/document.pdf",
requirePermissions([permissions.salesRead]),
async (request, response) => {
const quoteId = typeof request.params.quoteId === "string" ? request.params.quoteId : null;
if (!quoteId) {
response.status(400);
return response.send("Invalid quote id.");
}
const [profile, quote] = await Promise.all([getActiveCompanyProfile(), getSalesDocumentPdfData("QUOTE", quoteId)]);
if (!quote) {
response.status(404);
return response.send("Quote was not found.");
}
const rows = quote.lines.map((line) => `
<tr>
<td>${escapeHtml(line.itemSku)}</td>
<td><div class="item-name">${escapeHtml(line.itemName)}</div><div class="item-desc">${escapeHtml(line.description || "")}</div></td>
<td class="number">${line.quantity}</td>
<td class="number">${escapeHtml(line.unitOfMeasure)}</td>
<td class="number">$${line.unitPrice.toFixed(2)}</td>
<td class="number">$${line.lineTotal.toFixed(2)}</td>
</tr>
`).join("");
const pdf = await renderCommercialDocumentPdf({
company: profile,
title: "Sales Quote",
documentNumber: quote.documentNumber,
issueDate: quote.issueDate,
status: quote.status,
partyTitle: "Bill To",
partyLines: buildAddressLines(quote.customer),
partyMeta: [
{ label: "Email", value: quote.customer.email || "Not set" },
{ label: "Phone", value: quote.customer.phone || "Not set" },
],
documentMeta: [
{ label: "Expires", value: formatDate(quote.expiresAt) },
],
rows,
totalsRows: `
<tr><td>Subtotal</td><td class="number">$${quote.subtotal.toFixed(2)}</td></tr>
<tr><td>Discount (${quote.discountPercent.toFixed(2)}%)</td><td class="number">-$${quote.discountAmount.toFixed(2)}</td></tr>
<tr><td>Tax (${quote.taxPercent.toFixed(2)}%)</td><td class="number">$${quote.taxAmount.toFixed(2)}</td></tr>
<tr><td>Freight</td><td class="number">$${quote.freightAmount.toFixed(2)}</td></tr>
<tr><td>Total</td><td class="number">$${quote.total.toFixed(2)}</td></tr>
`,
notes: quote.notes,
});
response.setHeader("Content-Type", "application/pdf");
response.setHeader("Content-Disposition", `inline; filename=${quote.documentNumber.toLowerCase()}-quote.pdf`);
return response.send(pdf);
}
);
documentsRouter.get(
"/sales/orders/:orderId/document.pdf",
requirePermissions([permissions.salesRead]),
async (request, response) => {
const orderId = typeof request.params.orderId === "string" ? request.params.orderId : null;
if (!orderId) {
response.status(400);
return response.send("Invalid sales order id.");
}
const [profile, order] = await Promise.all([getActiveCompanyProfile(), getSalesDocumentPdfData("ORDER", orderId)]);
if (!order) {
response.status(404);
return response.send("Sales order was not found.");
}
const rows = order.lines.map((line) => `
<tr>
<td>${escapeHtml(line.itemSku)}</td>
<td><div class="item-name">${escapeHtml(line.itemName)}</div><div class="item-desc">${escapeHtml(line.description || "")}</div></td>
<td class="number">${line.quantity}</td>
<td class="number">${escapeHtml(line.unitOfMeasure)}</td>
<td class="number">$${line.unitPrice.toFixed(2)}</td>
<td class="number">$${line.lineTotal.toFixed(2)}</td>
</tr>
`).join("");
const pdf = await renderCommercialDocumentPdf({
company: profile,
title: "Sales Order",
documentNumber: order.documentNumber,
issueDate: order.issueDate,
status: order.status,
partyTitle: "Bill To",
partyLines: buildAddressLines(order.customer),
partyMeta: [
{ label: "Email", value: order.customer.email || "Not set" },
{ label: "Phone", value: order.customer.phone || "Not set" },
],
documentMeta: [],
rows,
totalsRows: `
<tr><td>Subtotal</td><td class="number">$${order.subtotal.toFixed(2)}</td></tr>
<tr><td>Discount (${order.discountPercent.toFixed(2)}%)</td><td class="number">-$${order.discountAmount.toFixed(2)}</td></tr>
<tr><td>Tax (${order.taxPercent.toFixed(2)}%)</td><td class="number">$${order.taxAmount.toFixed(2)}</td></tr>
<tr><td>Freight</td><td class="number">$${order.freightAmount.toFixed(2)}</td></tr>
<tr><td>Total</td><td class="number">$${order.total.toFixed(2)}</td></tr>
`,
notes: order.notes,
});
response.setHeader("Content-Type", "application/pdf");
response.setHeader("Content-Disposition", `inline; filename=${order.documentNumber.toLowerCase()}-sales-order.pdf`);
return response.send(pdf);
}
);
documentsRouter.get(
"/purchasing/orders/:orderId/document.pdf",
requirePermissions([permissions.purchasingRead]),
async (request, response) => {
const orderId = typeof request.params.orderId === "string" ? request.params.orderId : null;
if (!orderId) {
response.status(400);
return response.send("Invalid purchase order id.");
}
const [profile, order] = await Promise.all([getActiveCompanyProfile(), getPurchaseOrderPdfData(orderId)]);
if (!order) {
response.status(404);
return response.send("Purchase order was not found.");
}
const rows = order.lines.map((line) => `
<tr>
<td>${escapeHtml(line.itemSku)}</td>
<td><div class="item-name">${escapeHtml(line.itemName)}</div><div class="item-desc">${escapeHtml(line.description || "")}</div></td>
<td class="number">${line.quantity}</td>
<td class="number">${escapeHtml(line.unitOfMeasure)}</td>
<td class="number">$${line.unitCost.toFixed(2)}</td>
<td class="number">$${line.lineTotal.toFixed(2)}</td>
</tr>
`).join("");
const pdf = await renderCommercialDocumentPdf({
company: profile,
title: "Purchase Order",
documentNumber: order.documentNumber,
issueDate: order.issueDate,
status: order.status,
partyTitle: "Vendor",
partyLines: buildAddressLines(order.vendor),
partyMeta: [
{ label: "Email", value: order.vendor.email || "Not set" },
{ label: "Phone", value: order.vendor.phone || "Not set" },
{ label: "Terms", value: order.vendor.paymentTerms || "Not set" },
{ label: "Currency", value: order.vendor.currencyCode || "USD" },
],
documentMeta: [],
rows,
totalsRows: `
<tr><td>Subtotal</td><td class="number">$${order.subtotal.toFixed(2)}</td></tr>
<tr><td>Tax (${order.taxPercent.toFixed(2)}%)</td><td class="number">$${order.taxAmount.toFixed(2)}</td></tr>
<tr><td>Freight</td><td class="number">$${order.freightAmount.toFixed(2)}</td></tr>
<tr><td>Total</td><td class="number">$${order.total.toFixed(2)}</td></tr>
`,
notes: order.notes,
});
response.setHeader("Content-Type", "application/pdf");
response.setHeader("Content-Disposition", `inline; filename=${order.documentNumber.toLowerCase()}-purchase-order.pdf`);
return response.send(pdf);
}
);
documentsRouter.get(
"/shipping/shipments/:shipmentId/packing-slip.pdf",
requirePermissions([permissions.shippingRead]),

View File

@@ -6,6 +6,42 @@ import { prisma } from "../../lib/prisma.js";
const purchaseOrderModel = prisma.purchaseOrder;
export interface PurchaseOrderPdfData {
documentNumber: string;
status: PurchaseOrderStatus;
issueDate: string;
vendor: {
name: string;
email: string;
phone: string;
addressLine1: string;
addressLine2: string;
city: string;
state: string;
postalCode: string;
country: string;
paymentTerms: string | null;
currencyCode: string | null;
};
notes: string;
subtotal: number;
taxPercent: number;
taxAmount: number;
freightAmount: number;
total: number;
lines: Array<{
itemSku: string;
itemName: string;
description: string;
quantity: number;
receivedQuantity: number;
remainingQuantity: number;
unitOfMeasure: string;
unitCost: number;
lineTotal: number;
}>;
}
type PurchaseLineRecord = {
id: string;
description: string;
@@ -642,3 +678,80 @@ export async function createPurchaseReceipt(orderId: string, payload: PurchaseRe
const detail = await getPurchaseOrderById(orderId);
return detail ? { ok: true as const, document: detail } : { ok: false as const, reason: "Unable to load updated purchase order." };
}
export async function getPurchaseOrderPdfData(orderId: string): Promise<PurchaseOrderPdfData | null> {
const order = await prisma.purchaseOrder.findUnique({
where: { id: orderId },
include: {
vendor: {
select: {
name: true,
email: true,
phone: true,
addressLine1: true,
addressLine2: true,
city: true,
state: true,
postalCode: true,
country: true,
paymentTerms: true,
currencyCode: true,
},
},
lines: {
include: {
item: {
select: {
sku: true,
name: true,
},
},
receiptLines: {
select: {
quantity: true,
},
},
},
orderBy: [{ position: "asc" }, { createdAt: "asc" }],
},
},
});
if (!order) {
return null;
}
const lines = order.lines.map((line) => {
const receivedQuantity = line.receiptLines.reduce((sum, receiptLine) => sum + receiptLine.quantity, 0);
return {
itemSku: line.item.sku,
itemName: line.item.name,
description: line.description,
quantity: line.quantity,
receivedQuantity,
remainingQuantity: Math.max(0, line.quantity - receivedQuantity),
unitOfMeasure: line.unitOfMeasure,
unitCost: line.unitCost,
lineTotal: line.quantity * line.unitCost,
};
});
const totals = calculateTotals(
lines.reduce((sum, line) => sum + line.lineTotal, 0),
order.taxPercent,
order.freightAmount
);
return {
documentNumber: order.documentNumber,
status: order.status as PurchaseOrderStatus,
issueDate: order.issueDate.toISOString(),
vendor: order.vendor,
notes: order.notes,
subtotal: totals.subtotal,
taxPercent: totals.taxPercent,
taxAmount: totals.taxAmount,
freightAmount: totals.freightAmount,
total: totals.total,
lines,
};
}

View File

@@ -10,6 +10,42 @@ import type {
import { prisma } from "../../lib/prisma.js";
export interface SalesDocumentPdfData {
type: SalesDocumentType;
documentNumber: string;
status: SalesDocumentStatus;
issueDate: string;
expiresAt: string | null;
customer: {
name: string;
email: string;
phone: string;
addressLine1: string;
addressLine2: string;
city: string;
state: string;
postalCode: string;
country: string;
};
notes: string;
subtotal: number;
discountPercent: number;
discountAmount: number;
taxPercent: number;
taxAmount: number;
freightAmount: number;
total: number;
lines: Array<{
itemSku: string;
itemName: string;
description: string;
quantity: number;
unitOfMeasure: string;
unitPrice: number;
lineTotal: number;
}>;
}
type SalesLineRecord = {
id: string;
description: string;
@@ -475,3 +511,80 @@ export async function convertQuoteToSalesOrder(quoteId: string) {
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." };
}
export async function getSalesDocumentPdfData(type: SalesDocumentType, documentId: string): Promise<SalesDocumentPdfData | null> {
const include = {
customer: {
select: {
name: true,
email: true,
phone: true,
addressLine1: true,
addressLine2: true,
city: true,
state: true,
postalCode: true,
country: true,
},
},
lines: {
include: {
item: {
select: {
sku: true,
name: true,
},
},
},
orderBy: [{ position: "asc" as const }, { createdAt: "asc" as const }],
},
};
const record =
type === "QUOTE"
? await prisma.salesQuote.findUnique({
where: { id: documentId },
include,
})
: await prisma.salesOrder.findUnique({
where: { id: documentId },
include,
});
if (!record) {
return null;
}
const lines = record.lines.map((line: { item: { sku: string; name: string }; description: string; quantity: number; unitOfMeasure: string; unitPrice: number }) => ({
itemSku: line.item.sku,
itemName: line.item.name,
description: line.description,
quantity: line.quantity,
unitOfMeasure: line.unitOfMeasure,
unitPrice: line.unitPrice,
lineTotal: line.quantity * line.unitPrice,
}));
const totals = calculateTotals(
lines.reduce((sum: number, line: SalesDocumentPdfData["lines"][number]) => sum + line.lineTotal, 0),
record.discountPercent,
record.taxPercent,
record.freightAmount
);
return {
type,
documentNumber: record.documentNumber,
status: record.status as SalesDocumentStatus,
issueDate: record.issueDate.toISOString(),
expiresAt: "expiresAt" in record && record.expiresAt ? record.expiresAt.toISOString() : null,
customer: record.customer,
notes: record.notes,
subtotal: totals.subtotal,
discountPercent: totals.discountPercent,
discountAmount: totals.discountAmount,
taxPercent: totals.taxPercent,
taxAmount: totals.taxAmount,
freightAmount: totals.freightAmount,
total: totals.total,
lines,
};
}