wip

packages/server/src/database/tenant/migrations/20250326120000_add_contact_code_to_contacts.ts

@@ -0,0 +1,12 @@
+
+exports.up = function(knex) {
+  return knex.schema.alterTable('contacts', table => {
+    table.string('code').nullable().unique();
+  });
+};
+
+exports.down = function(knex) {
+  return knex.schema.alterTable('contacts', table => {
+    table.dropColumn('code');
+  });
+};

packages/server/src/modules/Customers/dtos/CreateCustomer.dto.ts

@@ -155,4 +155,13 @@ export class CreateCustomerDto extends ContactAddressDto {
   @IsOptional()
   @IsBoolean()
   active?: boolean;
+
+  @ApiProperty({
+    required: false,
+    description: 'Customer code',
+    example: 'CUST-001',
+  })
+  @IsOptional()
+  @IsString()
+  code?: string;
 }

packages/server/src/modules/Customers/dtos/EditCustomer.dto.ts

@@ -63,4 +63,9 @@ export class EditCustomerDto extends ContactAddressDto {
   @IsOptional()
   @IsBoolean()
   active?: boolean;
+
+  @ApiProperty({ required: false, description: 'Customer code' })
+  @IsOptional()
+  @IsString()
+  code?: string;
 }

packages/server/src/modules/Customers/models/Customer.ts

@@ -70,6 +70,8 @@ export class Customer extends TenantBaseModel {
   note: string;
   active: boolean;
 
+  code?: string;
+
   /**
    * Query builder.
    */

packages/server/src/modules/Customers/types/Customers.types.ts

@@ -32,6 +32,7 @@ export interface ICustomerNewDTO extends IContactAddressDTO {
 
   note?: string;
   active?: boolean;
+  code?: string;
 }
 
 export interface ICustomerEditDTO extends IContactAddressDTO {
@@ -50,6 +51,7 @@ export interface ICustomerEditDTO extends IContactAddressDTO {
 
   note?: string;
   active?: boolean;
+  code?: string;
 }
 
 export interface ICustomersFilter extends IDynamicListFilter {

packages/server/src/modules/Vendors/dtos/CreateVendor.dto.ts

@@ -115,4 +115,13 @@ export class CreateVendorDto extends ContactAddressDto {
   @IsOptional()
   @IsBoolean()
   active?: boolean;
+
+  @ApiProperty({
+    required: false,
+    description: 'Vendor code',
+    example: 'VEND-001',
+  })
+  @IsOptional()
+  @IsString()
+  code?: string;
 }

packages/server/src/modules/Vendors/dtos/EditVendor.dto.ts

@@ -60,4 +60,9 @@ export class EditVendorDto extends ContactAddressDto {
   @IsOptional()
   @IsBoolean()
   active?: boolean;
+
+  @ApiProperty({ required: false, description: 'Vendor code' })
+  @IsOptional()
+  @IsString()
+  code?: string;
 }

packages/server/src/modules/Vendors/models/Vendor.ts

@@ -71,6 +71,8 @@ export class Vendor extends TenantBaseModel {
   note: string;
   active: boolean;
 
+  code?: string;
+
   /**
    * Query builder.
    */

packages/server/src/modules/Vendors/types/Vendors.types.ts

@@ -31,6 +31,7 @@ export interface IVendorNewDTO extends IContactAddressDTO {
 
   note?: string;
   active?: boolean;
+  code?: string;
 }
 export interface IVendorEditDTO extends IContactAddressDTO {
   salutation?: string;
@@ -46,6 +47,7 @@ export interface IVendorEditDTO extends IContactAddressDTO {
 
   note?: string;
   active?: boolean;
+  code?: string;
 }
 
 export interface IVendorsFilter extends IDynamicListFilter {

packages/webapp/src/containers/Customers/CustomerForm/CustomerFormBasicSection.tsx

@@ -79,9 +79,8 @@ export function CustomerFormBasicSection({}) {
       {/*----------- Display Name -----------*/}
       <FFormGroup
         name={'display_name'}
-        label={
-            <T id={'display_name'} />
-        }
+        label={<T id={'display_name'} />}
+        helperText="This is the name that appears on invoices and emails."
         inline
         fill
       >

packages/webapp/src/containers/Customers/CustomerForm/CustomerFormPage.tsx

@@ -9,20 +9,6 @@ import {
   useCustomerFormContext,
 } from './CustomerFormProvider';
 
-/**
- * Customer form page loading.
- * @returns {JSX}
- */
-function CustomerFormPageLoading({ children }) {
-  const { isFormLoading } = useCustomerFormContext();
-
-  return (
-    <DashboardInsider loading={isFormLoading}>
-      {children}
-    </DashboardInsider>
-  );
-}
-
 /**
  * Customer form page.
  * @returns {JSX}
@@ -30,6 +16,7 @@ function CustomerFormPageLoading({ children }) {
 export default function CustomerFormPage() {
   const history = useHistory();
   const { id } = useParams();
+  const { isFormLoading } = useCustomerFormContext();
 
   const customerId = parseInt(id, 10);
 
@@ -46,14 +33,14 @@ export default function CustomerFormPage() {
 
   return (
     <CustomerFormProvider customerId={customerId}>
-      <CustomerFormPageLoading>
+      <DashboardInsider loading={isFormLoading}>
         <Box mx={'auto'} maxWidth={800}>
           <CustomerFormFormik
             onSubmitSuccess={handleSubmitSuccess}
             onCancel={handleFormCancel}
           />
         </Box>
-      </CustomerFormPageLoading>
+      </DashboardInsider>
     </CustomerFormProvider>
   );
 }

packages/webapp/src/containers/Vendors/VendorForm/VendorFormBasicSection.tsx

@@ -49,6 +49,18 @@ export function VendorFormBasicSection({}) {
         </ControlGroup>
       </FFormGroup>
 
+      <FFormGroup
+        name={'vendor_code'}
+        label={'Vendor Code'}
+        helperText="Add a unique account number to identify, reference and search for the contact."
+        inline
+        fill
+      >
+        <FInputGroup
+          name={'vendor_code'}
+          fill />
+      </FFormGroup>
+
       {/*----------- Company Name -----------*/}
       <FFormGroup
         name={'company_name'}