feat: added the ability to save as a default fields such as FROM name…

…, address, etc (#490)

Signed-off-by: Trey <[email protected]>

backend/api/base/modal.py

@@ -14,6 +14,7 @@
 from backend.types.htmx import HtmxHttpRequest
 from backend.types.requests import WebRequest
 from backend.utils.feature_flags import get_feature_status
+from backend.service.defaults.get import get_account_defaults
 
 
 # from backend.utils.quota_limit_ops import quota_usage_check_under
@@ -91,6 +92,15 @@ def open_modal(request: WebRequest, modal_name, context_type=None, context_value
                 context["from_city"] = invoice.self_city
                 context["from_county"] = invoice.self_county
                 context["from_country"] = invoice.self_country
+            elif context_type == "create_invoice_from":
+                defaults = get_account_defaults(request.actor)
+
+                context["from_name"] = getattr(defaults, f"invoice_from_name")
+                context["from_company"] = getattr(defaults, f"invoice_from_company")
+                context["from_address"] = getattr(defaults, f"invoice_from_address")
+                context["from_city"] = getattr(defaults, f"invoice_from_city")
+                context["from_county"] = getattr(defaults, f"invoice_from_county")
+                context["from_country"] = getattr(defaults, f"invoice_from_country")
             elif context_type == "invoice":
                 try:
                     invoice = Invoice.objects.get(id=context_value)

backend/api/invoices/create/set_destination.py

@@ -12,7 +12,7 @@
 def set_destination_to(request: HtmxHttpRequest):
     context: dict = {"swapping": True}
 
-    context.update({key: request.POST.get(key, "") for key in to_get})
+    context.update({f"to_{key}": request.POST.get(key, "") for key in to_get})
 
     use_existing = True if request.POST.get("use_existing") == "true" else False
     selected_client = request.POST.get("selected_client") if use_existing else None
@@ -31,6 +31,6 @@ def set_destination_to(request: HtmxHttpRequest):
 def set_destination_from(request: HtmxHttpRequest):
     context: dict = {"swapping": True}
 
-    context.update({key: request.POST.get(key, "") for key in to_get})
+    context.update({f"from_{key}": request.POST.get(key, "") for key in to_get})
 
     return render(request, "pages/invoices/create/destinations/_from_destination.html", context)

backend/migrations/0061_defaultvalues_invoice_from_address_and_more.py

@@ -0,0 +1,43 @@
+# Generated by Django 5.1 on 2024-09-16 19:47
+
+from django.db import migrations, models
+
+
+class Migration(migrations.Migration):
+
+    dependencies = [
+        ("backend", "0060_user_require_change_password"),
+    ]
+
+    operations = [
+        migrations.AddField(
+            model_name="defaultvalues",
+            name="invoice_from_address",
+            field=models.CharField(blank=True, max_length=100, null=True),
+        ),
+        migrations.AddField(
+            model_name="defaultvalues",
+            name="invoice_from_city",
+            field=models.CharField(blank=True, max_length=100, null=True),
+        ),
+        migrations.AddField(
+            model_name="defaultvalues",
+            name="invoice_from_company",
+            field=models.CharField(blank=True, max_length=100, null=True),
+        ),
+        migrations.AddField(
+            model_name="defaultvalues",
+            name="invoice_from_country",
+            field=models.CharField(blank=True, max_length=100, null=True),
+        ),
+        migrations.AddField(
+            model_name="defaultvalues",
+            name="invoice_from_county",
+            field=models.CharField(blank=True, max_length=100, null=True),
+        ),
+        migrations.AddField(
+            model_name="defaultvalues",
+            name="invoice_from_name",
+            field=models.CharField(blank=True, max_length=100, null=True),
+        ),
+    ]

backend/models.py

@@ -400,6 +400,13 @@ class InvoiceDateType(models.TextChoices):
     invoice_date_value = models.PositiveSmallIntegerField(default=15, null=False, blank=False)
     invoice_date_type = models.CharField(max_length=20, choices=InvoiceDateType.choices, default=InvoiceDateType.day_of_month)
 
+    invoice_from_name = models.CharField(max_length=100, null=True, blank=True)
+    invoice_from_company = models.CharField(max_length=100, null=True, blank=True)
+    invoice_from_address = models.CharField(max_length=100, null=True, blank=True)
+    invoice_from_city = models.CharField(max_length=100, null=True, blank=True)
+    invoice_from_county = models.CharField(max_length=100, null=True, blank=True)
+    invoice_from_country = models.CharField(max_length=100, null=True, blank=True)
+
     def get_issue_and_due_dates(self, issue_date: date | str | None = None) -> tuple[str, str]:
         due: date
         issue: date

backend/service/defaults/update.py

@@ -44,6 +44,24 @@ def change_client_defaults(request: WebRequest, defaults: DefaultValues) -> Clie
         else:
             return ClientDefaultsServiceResponse(error_message=logo_ok)
 
+    DETAIL_INPUTS = {
+        "name": {"max_len": 100},
+        "company": {"max_len": 100},
+        "address": {"max_len": 100},
+        "city": {"max_len": 100},
+        "county": {"max_len": 100},
+        "country": {"max_len": 100},
+    }
+
+    for detail, value_dict in DETAIL_INPUTS.items():
+        input_post = request.POST.get(f"invoice_from_{detail}", "")
+
+        if len(input_post) > value_dict["max_len"]:
+            return ClientDefaultsServiceResponse(
+                error_message=f"Details - From {detail} is too long, max length is {value_dict['max_len']}"
+            )
+
+        setattr(defaults, f"invoice_from_{detail}", input_post)
     defaults.save()
     return ClientDefaultsServiceResponse(True)
 

backend/service/invoices/common/create/get_page.py

@@ -37,7 +37,7 @@ def global_get_invoice_context(request: WebRequest) -> CreateInvoiceContextServi
         defaults = get_account_defaults(request.actor, client=None)
 
     for item in ["name", "company", "address", "city", "county", "country"]:
-        context[f"{item}"] = request.GET.get(f"from_{item}", "")
+        context[f"from_{item}"] = request.GET.get(f"from_{item}", "")
 
     if issue_date := request.GET.get("issue_date"):
         try:
@@ -72,4 +72,17 @@ def global_get_invoice_context(request: WebRequest) -> CreateInvoiceContextServi
     if account_number := request.GET.get("account_number"):
         context["account_number"] = account_number
 
+    details_from = ["name", "company", "address", "city", "county", "country"]
+
+    print(context)
+
+    for detail in details_from:
+        detail_value = request.GET.get(f"from_{detail}", "")
+
+        if not detail_value:
+            detail_value = getattr(defaults, f"invoice_from_{detail}")
+
+        context[f"from_{detail}"] = detail_value
+
+    print(context)
     return CreateInvoiceContextServiceResponse(True, CreateInvoiceContextTuple(defaults, context))