Update Demo (#558)

* feat: new payment invoice module

* fix edit btn on read page

* fix amount showing balance

* cleaning consoles and unused var

* changing the amount input

* constraint added on tax feild

* create offer frontend feature

* create lead frontend feature

* revert frontend .env

* revert frontend .env

* revert offer model, create offer document

* feature:#548 craeted new email editor page :backend init

* feature:#548 craeted new email editor page :frontend init

* feature:#548 created new email editor page :frontend init

* feature:#548 created new email editor page :changes made

* feature:#548 created new email editor page :changes made

* feat: Create new component multi step select async (#469)

* feat: Create new component multi step select async

* feat: refactor multi-step select  component to get its initial values dynamic

* feat: made the multi step component more flexible

---------

Co-authored-by: Maruf <thesharifi.maruf@gmail.com>

* Feat: Create New Redux Settings Store (#556)

* 💄 Improve UI of Settings Menu

* ⚡️ improve settings performance

* 🔧 Setup Redux Settings

---------

Co-authored-by: Salah Eddine Lalami <50052356+idurar@users.noreply.github.com>

* move backend to separate folder (#557)

Co-authored-by: Salah Eddine Lalami <50052356+idurar@users.noreply.github.com>

---------

Co-authored-by: polymahh <otman.elkantaoui@gmail.com>
Co-authored-by: Ovilash Moitra <96794196+OvilashMoitra@users.noreply.github.com>
Co-authored-by: Erando Putra <ando.putra@live.com>
Co-authored-by: Erando Putra <38315094+Ando22@users.noreply.github.com>
Co-authored-by: ritik kumar <sinharitik589>
Co-authored-by: Maruf Sharifi <116145571+themarufsharifi@users.noreply.github.com>
Co-authored-by: Maruf <thesharifi.maruf@gmail.com>
Co-authored-by: Salah Eddine Lalami <50052356+idurar@users.noreply.github.com>

backend/controllers/coreControllers/emailController/index.js

@@ -0,0 +1,14 @@
+const createCRUDController = require('@/controllers/middlewaresControllers/createCRUDController');
+const crudController = createCRUDController('Email');
+
+const emailMethods = {
+  create:crudController.create,
+  read: crudController.read,
+  update: crudController.update,
+  list: crudController.list,
+  listAll: crudController.listAll,
+  filter: crudController.filter,
+  search: crudController.search,
+};
+
+module.exports = emailMethods;

backend/controllers/erpControllers/offerController.js

@@ -0,0 +1,269 @@
+const mongoose = require('mongoose');
+const Model = mongoose.model('Offer');
+const moment = require('moment');
+const custom = require('@/controllers/middlewaresControllers/pdfController');
+
+const createCRUDController = require('@/controllers/middlewaresControllers/createCRUDController');
+const methods = createCRUDController('Offer');
+
+delete methods['create'];
+delete methods['update'];
+
+methods.create = async (req, res) => {
+  try {
+    const { items = [], taxRate = 0, discount = 0 } = req.body;
+
+    // default
+    let subOfferTotal = 0;
+    let subTotal = 0;
+    let taxTotal = 0;
+    let offerTotal = 0;
+    let total = 0;
+
+    //Calculate the items array with subTotal, total, taxTotal
+    items.map((item) => {
+      let itemTotal = item['quantity'] * item['price'];
+      let itemOfferTotal = item['quantity'] * item['offerPrice'];
+      //sub total
+      subTotal += itemTotal;
+      subOfferTotal += itemOfferTotal;
+      //price total
+      item['total'] = itemTotal;
+      item['offerTotal'] = itemOfferTotal;
+    });
+
+    taxTotal = subTotal * taxRate;
+    total = subTotal + taxTotal;
+    offerTotal = subOfferTotal + taxTotal;
+
+    let body = req.body;
+
+    body['subTotal'] = subTotal;
+    body['subOfferTotal'] = subOfferTotal;
+    body['taxTotal'] = taxTotal;
+    body['total'] = total;
+    body['offerTotal'] = offerTotal;
+    body['items'] = items;
+
+    // Creating a new document in the collection
+    const result = await new Model(body).save();
+    const fileId = 'offer-' + result._id + '.pdf';
+    const updateResult = await Model.findOneAndUpdate(
+      { _id: result._id },
+      { pdfPath: fileId },
+      {
+        new: true,
+      }
+    ).exec();
+    // Returning successfull response
+
+    custom.generatePdf('Offer', { filename: 'offer', format: 'A4' }, result);
+
+    // Returning successfull response
+    return res.status(200).json({
+      success: true,
+      result: updateResult,
+      message: 'Offer created successfully',
+    });
+  } catch (err) {
+    // If err is thrown by Mongoose due to required validations
+    if (err.name == 'ValidationError') {
+      return res.status(400).json({
+        success: false,
+        result: null,
+        message: 'Required fields are not supplied',
+      });
+    } else {
+      // Server Error
+      return res.status(500).json({
+        success: false,
+        result: null,
+        message: 'Oops there is an Error',
+      });
+    }
+  }
+};
+
+methods.update = async (req, res) => {
+  try {
+    const { items = [], taxRate = 0, discount = 0 } = req.body;
+
+    // default
+    let subOfferTotal = 0;
+    let subTotal = 0;
+    let taxTotal = 0;
+    let offerTotal = 0;
+    let total = 0;
+    // let credit = 0;
+
+    //Calculate the items array with subTotal, total, taxTotal
+    items.map((item) => {
+      let itemTotal = item['quantity'] * item['price'];
+      let itemOfferTotal = item['quantity'] * item['offerPrice'];
+      //sub total
+      subTotal += itemTotal;
+      subOfferTotal += itemOfferTotal;
+      //price total
+      item['total'] = itemTotal;
+      item['offerTotal'] = itemOfferTotal;
+    });
+    taxTotal = subTotal * taxRate;
+    total = subTotal + taxTotal;
+    offerTotal = subOfferTotal + taxTotal;
+
+    let body = req.body;
+
+    body['subTotal'] = subTotal;
+    body['subOfferTotal'] = subOfferTotal;
+    body['taxTotal'] = taxTotal;
+    body['total'] = total;
+    body['offerTotal'] = offerTotal;
+    body['items'] = items;
+    body['pdfPath'] = 'offer-' + req.params.id + '.pdf';
+    // Find document by id and updates with the required fields
+
+    const result = await Model.findOneAndUpdate({ _id: req.params.id, removed: false }, body, {
+      new: true, // return the new result instead of the old one
+    }).exec();
+
+    // Returning successfull response
+
+    custom.generatePdf('Offer', { filename: 'offer', format: 'A4' }, result);
+    return res.status(200).json({
+      success: true,
+      result,
+      message: 'we update this offer by this id: ' + req.params.id,
+    });
+  } catch (err) {
+    // If err is thrown by Mongoose due to required validations
+    if (err.name == 'ValidationError') {
+      return res.status(400).json({
+        success: false,
+        result: null,
+        message: 'Required fields are not supplied',
+      });
+    } else {
+      // Server Error
+      return res.status(500).json({
+        success: false,
+        result: null,
+        message: 'Oops there is an Error',
+      });
+    }
+  }
+};
+
+methods.summary = async (req, res) => {
+  try {
+    let defaultType = 'month';
+
+    const { type } = req.query;
+
+    if (type) {
+      if (['week', 'month', 'year'].includes(type)) {
+        defaultType = type;
+      } else {
+        return res.status(400).json({
+          success: false,
+          result: null,
+          message: 'Invalid type',
+        });
+      }
+    }
+
+    const currentDate = moment();
+    let startDate = currentDate.clone().startOf(defaultType);
+    let endDate = currentDate.clone().endOf(defaultType);
+
+    const statuses = ['draft', 'pending', 'sent', 'expired', 'declined', 'accepted'];
+
+    const result = await Model.aggregate([
+      {
+        $match: {
+          removed: false,
+          date: {
+            $gte: startDate.toDate(),
+            $lte: endDate.toDate(),
+          },
+        },
+      },
+      {
+        $group: {
+          _id: '$status',
+          count: {
+            $sum: 1,
+          },
+          total_amount: {
+            $sum: '$total',
+          },
+        },
+      },
+      {
+        $group: {
+          _id: null,
+          total_count: {
+            $sum: '$count',
+          },
+          results: {
+            $push: '$$ROOT',
+          },
+        },
+      },
+      {
+        $unwind: '$results',
+      },
+      {
+        $project: {
+          _id: 0,
+          status: '$results._id',
+          count: '$results.count',
+          percentage: {
+            $round: [{ $multiply: [{ $divide: ['$results.count', '$total_count'] }, 100] }, 0],
+          },
+          total_amount: '$results.total_amount',
+        },
+      },
+      {
+        $sort: {
+          status: 1,
+        },
+      },
+    ]);
+
+    statuses.forEach((status) => {
+      const found = result.find((item) => item.status === status);
+      if (!found) {
+        result.push({
+          status,
+          count: 0,
+          percentage: 0,
+          total_amount: 0,
+        });
+      }
+    });
+
+    const total = result.reduce((acc, item) => acc + item.total_amount, 0).toFixed(2);
+
+    const finalResult = {
+      total,
+      type: defaultType,
+      performance: result,
+    };
+
+    return res.status(200).json({
+      success: true,
+      result: finalResult,
+      message: `Successfully found all Offers for the last ${defaultType}`,
+    });
+  } catch (error) {
+    console.log(error);
+    return res.status(500).json({
+      success: false,
+      result: null,
+      message: 'Oops there is an Error',
+      error: error,
+    });
+  }
+};
+
+module.exports = methods;

models/appModels/Offer.js → backend/models/appModels/Offer.js

@@ -18,9 +18,9 @@ const offerSchema = new mongoose.Schema({
     type: Date,
     required: true,
   },
-  lead: {
+  client: {
     type: mongoose.Schema.ObjectId,
-    ref: 'Lead',
+    ref: 'Client',
     required: true,
     autopopulate: true,
   },

backend/models/coreModels/Email.js

@@ -0,0 +1,49 @@
+const mongoose = require('mongoose');
+mongoose.Promise = global.Promise;
+
+const emailSchema = new mongoose.Schema({
+  emailKey: {
+    type: String,
+    unique: true,
+    lowercase: true,
+    required: true,
+  },
+  emailName: {
+    type: String,
+    unique:true,
+    required:true,
+  },
+  emailVariables:{
+    type:Array
+  },
+  emailBody: {
+    type: String,
+    required: true,
+  },
+  emailSubject: {
+    type: String,
+    required: true,
+  },
+  language:{
+    type:String,
+    default:"en"
+  },
+  removed: {
+  type: Boolean,
+  default: false,
+  },
+  enabled: {
+  type: Boolean,
+  default: true,
+  },
+  created: {
+  type: Date,
+  default: Date.now,
+  },
+  updated: {
+  type: Date,
+  default: Date.now,
+  },
+});
+
+module.exports = mongoose.model('Email', emailSchema);

models/coreModels/Setting.js → backend/models/coreModels/Setting.js

@@ -10,6 +10,12 @@ const settingSchema = new mongoose.Schema({
     type: Boolean,
     default: true,
   },
+  settingCategory: {
+    type: String,
+    required: true,
+    unique: true,
+    lowercase: true,
+  },
   settingKey: {
     type: String,
     unique: true,