estimate handling, percentage discounts

This commit is contained in:
Casey 2025-12-23 08:12:37 -06:00
parent 9c837deb52
commit b8c264f779
10 changed files with 1365 additions and 31 deletions

View file

@ -77,9 +77,53 @@
showButtons
buttonLayout="horizontal"
@input="updateTotal"
class="qty-input"
/>
<span>Price: ${{ (item.standardRate || 0).toFixed(2) }}</span>
<span>Total: ${{ ((item.qty || 0) * (item.standardRate || 0)).toFixed(2) }}</span>
<div class="discount-container">
<div class="discount-input-wrapper">
<InputNumber
v-if="item.discountType === 'currency'"
v-model="item.discountAmount"
mode="currency"
currency="USD"
locale="en-US"
:min="0"
:disabled="!isEditable"
@input="updateTotal"
placeholder="$0.00"
class="discount-input"
/>
<InputNumber
v-else
v-model="item.discountPercentage"
suffix="%"
:min="0"
:max="100"
:disabled="!isEditable"
@input="updateTotal"
placeholder="0%"
class="discount-input"
/>
</div>
<div class="discount-toggle">
<Button
icon="pi pi-dollar"
class="p-button-sm p-button-outlined"
:class="{ 'p-button-secondary': item.discountType !== 'currency' }"
@click="toggleDiscountType(item, 'currency')"
:disabled="!isEditable"
/>
<Button
icon="pi pi-percentage"
class="p-button-sm p-button-outlined"
:class="{ 'p-button-secondary': item.discountType !== 'percentage' }"
@click="toggleDiscountType(item, 'percentage')"
:disabled="!isEditable"
/>
</div>
</div>
<span>Total: ${{ ((item.qty || 0) * (item.standardRate || 0) - (item.discountType === 'percentage' ? ((item.qty || 0) * (item.standardRate || 0) * ((item.discountPercentage || 0) / 100)) : (item.discountAmount || 0))).toFixed(2) }}</span>
<Button
v-if="isEditable"
icon="pi pi-trash"
@ -259,6 +303,7 @@ const notificationStore = useNotificationStore();
const company = useCompanyStore();
const addressQuery = computed(() => route.query.address || "");
const nameQuery = computed(() => route.query.name || "");
const isNew = computed(() => route.query.new === "true");
const isSubmitting = ref(false);
@ -353,7 +398,7 @@ const selectAddress = async (address) => {
const addItem = (item) => {
const existing = selectedItems.value.find((i) => i.itemCode === item.itemCode);
if (!existing) {
selectedItems.value.push({ ...item, qty: 1 });
selectedItems.value.push({ ...item, qty: 1, discountAmount: null, discountPercentage: null, discountType: 'currency' });
}
showAddItemModal.value = false;
};
@ -366,7 +411,7 @@ const addSelectedItems = (selectedRows) => {
existing.qty += 1;
} else {
// Add new item with quantity 1
selectedItems.value.push({ ...item, qty: 1 });
selectedItems.value.push({ ...item, qty: 1, discountAmount: null, discountPercentage: null, discountType: 'currency' });
}
});
showAddItemModal.value = false;
@ -394,7 +439,13 @@ const saveDraft = async () => {
const data = {
addressName: formData.addressName,
contactName: selectedContact.value.name,
items: selectedItems.value.map((i) => ({ itemCode: i.itemCode, qty: i.qty })),
customer: selectedAddress.value?.customer?.name,
items: selectedItems.value.map((i) => ({
itemCode: i.itemCode,
qty: i.qty,
discountAmount: i.discountType === 'currency' ? i.discountAmount : 0,
discountPercentage: i.discountType === 'percentage' ? i.discountPercentage : 0
})),
estimateName: formData.estimateName,
requiresHalfPayment: formData.requiresHalfPayment,
company: company.currentCompany
@ -406,7 +457,7 @@ const saveDraft = async () => {
);
// Redirect to view mode (remove new param)
router.push(`/estimate?address=${encodeURIComponent(formData.address)}`);
router.push(`/estimate?name=${encodeURIComponent(estimate.value.name)}`);
} catch (error) {
console.error("Error saving estimate:", error);
notificationStore.addNotification("Failed to save estimate", "error");
@ -456,6 +507,16 @@ const confirmAndSendEstimate = async () => {
estimate.value = updatedEstimate;
};
const toggleDiscountType = (item, type) => {
item.discountType = type;
if (type === 'currency') {
item.discountPercentage = null;
} else {
item.discountAmount = null;
}
updateTotal();
};
const tableActions = [
{
label: "Add Selected Items",
@ -470,7 +531,13 @@ const totalCost = computed(() => {
return (selectedItems.value || []).reduce((sum, item) => {
const qty = item.qty || 0;
const rate = item.standardRate || 0;
return sum + qty * rate;
let discount = 0;
if (item.discountType === 'percentage') {
discount = (qty * rate) * ((item.discountPercentage || 0) / 100);
} else {
discount = item.discountAmount || 0;
}
return sum + (qty * rate) - discount;
}, 0);
});
@ -499,7 +566,7 @@ watch(
() => route.query,
async (newQuery, oldQuery) => {
// If 'new' param or address changed, reload component state
if (newQuery.new !== oldQuery.new || newQuery.address !== oldQuery.address) {
if (newQuery.new !== oldQuery.new || newQuery.address !== oldQuery.address || newQuery.name !== oldQuery.name) {
const duplicating = isDuplicating.value;
const preservedItems = duplicating
? (duplicatedItems.value || []).map((item) => ({ ...item }))
@ -527,29 +594,45 @@ watch(
// Reload data based on new query params
const newIsNew = newQuery.new === "true";
const newAddressQuery = newQuery.address;
const newNameQuery = newQuery.name;
if (newAddressQuery && newIsNew) {
// Creating new estimate - pre-fill address
await selectAddress(newAddressQuery);
} else if (newAddressQuery && !newIsNew) {
} else if ((newNameQuery || newAddressQuery) && !newIsNew) {
// Viewing existing estimate - load and populate all fields
try {
estimate.value = await Api.getEstimateFromAddress(newAddressQuery);
if (newNameQuery) {
estimate.value = await Api.getEstimate(newNameQuery);
} else {
estimate.value = await Api.getEstimateFromAddress(newAddressQuery);
}
if (estimate.value) {
formData.estimateName = estimate.value.name;
await selectAddress(newAddressQuery);
formData.contact = estimate.value.partyName;
selectedContact.value = contacts.value.find((c) => c.name === estimate.value.partyName) || null;
const fullAddress = estimate.value.fullAddress || estimate.value.full_address;
if (fullAddress) {
await selectAddress(fullAddress);
} else if (newAddressQuery) {
await selectAddress(newAddressQuery);
}
formData.contact = estimate.value.contactPerson;
selectedContact.value = contacts.value.find((c) => c.name === estimate.value.contactPerson) || null;
if (estimate.value.items && estimate.value.items.length > 0) {
selectedItems.value = estimate.value.items.map(item => {
const fullItem = quotationItems.value.find(qi => qi.itemCode === item.itemCode);
const discountPercentage = item.discountPercentage || item.discount_percentage || 0;
const discountAmount = item.discountAmount || item.discount_amount || 0;
return {
itemCode: item.itemCode,
itemName: item.itemName,
qty: item.qty,
standardRate: item.rate || fullItem?.standardRate || 0,
discountAmount: discountAmount === 0 ? null : discountAmount,
discountPercentage: discountPercentage === 0 ? null : discountPercentage,
discountType: discountPercentage > 0 ? 'percentage' : 'currency'
};
});
}
@ -579,31 +662,46 @@ onMounted(async () => {
if (addressQuery.value && isNew.value) {
// Creating new estimate - pre-fill address
await selectAddress(addressQuery.value);
} else if (addressQuery.value && !isNew.value) {
} else if ((nameQuery.value || addressQuery.value) && !isNew.value) {
// Viewing existing estimate - load and populate all fields
try {
estimate.value = await Api.getEstimateFromAddress(addressQuery.value);
if (nameQuery.value) {
estimate.value = await Api.getEstimate(nameQuery.value);
} else {
estimate.value = await Api.getEstimateFromAddress(addressQuery.value);
}
console.log("DEBUG: Loaded estimate:", estimate.value);
if (estimate.value) {
// Set the estimate name for upserting
formData.estimateName = estimate.value.name;
await selectAddress(addressQuery.value);
const fullAddress = estimate.value.fullAddress || estimate.value.full_address;
if (fullAddress) {
await selectAddress(fullAddress);
} else if (addressQuery.value) {
await selectAddress(addressQuery.value);
}
// Set the contact from the estimate
formData.contact = estimate.value.partyName;
selectedContact.value = contacts.value.find((c) => c.name === estimate.value.partyName) || null;
formData.contact = estimate.value.contactPerson;
selectedContact.value = contacts.value.find((c) => c.name === estimate.value.contactPerson) || null;
// Populate items from the estimate
if (estimate.value.items && estimate.value.items.length > 0) {
selectedItems.value = estimate.value.items.map(item => {
// Find the full item details from quotationItems
const fullItem = quotationItems.value.find(qi => qi.itemCode === item.itemCode);
const discountPercentage = item.discountPercentage || item.discount_percentage || 0;
const discountAmount = item.discountAmount || item.discount_amount || 0;
return {
itemCode: item.itemCode,
itemName: item.itemName,
qty: item.qty,
standardRate: item.rate || fullItem?.standardRate || 0,
discountAmount: discountAmount === 0 ? null : discountAmount,
discountPercentage: discountPercentage === 0 ? null : discountPercentage,
discountType: discountPercentage > 0 ? 'percentage' : 'currency'
};
});
}
@ -672,7 +770,7 @@ onMounted(async () => {
.item-row {
display: grid;
grid-template-columns: 2fr 1fr auto auto auto;
grid-template-columns: 3fr 140px 1.5fr 220px 1.5fr auto;
align-items: center;
gap: 1rem;
margin-bottom: 0.5rem;
@ -681,9 +779,54 @@ onMounted(async () => {
border-radius: 4px;
}
.qty-input {
width: 100%;
}
.qty-input :deep(.p-inputtext) {
width: 40px;
text-align: center;
padding: 0.25rem;
}
.qty-input :deep(.p-button) {
width: 2rem;
padding: 0;
}
.discount-container {
display: flex;
align-items: center;
gap: 0.5rem;
}
.discount-input-wrapper {
flex: 1;
}
.discount-input {
width: 100%;
}
.discount-input :deep(.p-inputtext) {
width: 100%;
padding: 0.5rem;
text-align: right;
}
.discount-toggle {
display: flex;
gap: 2px;
}
.discount-toggle .p-button {
padding: 0.25rem 0.5rem;
width: 2rem;
}
/* When viewing (not editing), adjust grid to remove delete button column */
.estimate-page:has(h2:contains("View")) .item-row {
grid-template-columns: 2fr 1fr auto auto;
grid-template-columns: 3fr 140px 1.5fr 220px 1.5fr;
}
.total-section {