Merge branch 'mark-as-default-template' into 'master'

added mark as default changes in estimate and invoice template

See merge request mohit.panjvani/crater-web!1440

resources/scripts/admin/components/estimate-invoice-common/SelectTemplateButton.vue

@@ -31,6 +31,10 @@ const props = defineProps({
     type: String,
     default: '',
   },
+  isMarkAsDefault: {
+    type: Boolean,
+    default: false,
+  },
 })
 
 const modalStore = useModalStore()
@@ -38,6 +42,17 @@ const modalStore = useModalStore()
 const { t } = useI18n()
 
 function openTemplateModal() {
+  let markAsDefaultDescription = ''
+  if (props.storeProp == 'newEstimate') {
+    markAsDefaultDescription = t(
+      'estimates.mark_as_default_estimate_template_description'
+    )
+  } else if (props.storeProp == 'newInvoice') {
+    markAsDefaultDescription = t(
+      'invoices.mark_as_default_invoice_template_description'
+    )
+  }
+
   modalStore.openModal({
     title: t('general.choose_template'),
     componentName: 'SelectTemplate',
@@ -45,6 +60,8 @@ function openTemplateModal() {
       templates: props.store.templates,
       store: props.store,
       storeProp: props.storeProp,
+      isMarkAsDefault: props.isMarkAsDefault,
+      markAsDefaultDescription,
     },
   })
 }

resources/scripts/admin/components/modal-components/SelectTemplateModal.vue

@@ -58,7 +58,18 @@
           </span>
         </div>
       </div>
+
+      <div v-if="!modalStore.data.store.isEdit" class="z-0 flex ml-3 pt-5">
+        <BaseCheckbox
+          v-model="modalStore.data.isMarkAsDefault"
+          :set-initial-value="false"
+          variant="primary"
+          :label="$t('general.mark_as_default')"
+          :description="modalStore.data.markAsDefaultDescription"
+        />
+      </div>
     </div>
+
     <div class="z-0 flex justify-end p-4 border-t border-gray-200 border-solid">
       <BaseButton class="mr-3" variant="primary-outline" @click="closeModal">
         {{ $t('general.cancel') }}
@@ -76,8 +87,10 @@
 <script setup>
 import { ref, computed } from 'vue'
 import { useModalStore } from '@/scripts/stores/modal'
+import { useUserStore } from '@/scripts/admin/stores/user'
 
 const modalStore = useModalStore()
+const userStore = useUserStore()
 
 const selectedTemplate = ref('')
 
@@ -100,6 +113,22 @@ function setData() {
 
 async function chooseTemplate() {
   await modalStore.data.store.setTemplate(selectedTemplate.value)
+  // update default estimate or invoice template
+  if (!modalStore.data.store.isEdit && modalStore.data.isMarkAsDefault) {
+    if (modalStore.data.storeProp == 'newEstimate') {
+      await userStore.updateUserSettings({
+        settings: {
+          default_estimate_template: selectedTemplate.value,
+        },
+      })
+    } else if (modalStore.data.storeProp == 'newInvoice') {
+      await userStore.updateUserSettings({
+        settings: {
+          default_invoice_template: selectedTemplate.value,
+        },
+      })
+    }
+  }
   closeModal()
 }
 

resources/scripts/admin/stores/estimate.js

@@ -13,6 +13,7 @@ import { handleError } from '@/scripts/helpers/error-handling'
 import estimateStub from '../stub/estimate'
 import estimateItemStub from '../stub/estimate-item'
 import taxStub from '../stub/tax'
+import { useUserStore } from './user'
 
 export const useEstimateStore = (useWindow = false) => {
   const defineStoreFunc = useWindow ? window.pinia.defineStore : defineStore
@@ -497,6 +498,7 @@ export const useEstimateStore = (useWindow = false) => {
         const itemStore = useItemStore()
         const taxTypeStore = useTaxTypeStore()
         const route = useRoute()
+        const userStore = useUserStore()
 
         this.isFetchingInitialSettings = true
         this.newEstimate.selectedCurrency = companyStore.selectedCompanyCurrency
@@ -546,6 +548,9 @@ export const useEstimateStore = (useWindow = false) => {
               }
 
               this.setTemplate(this.templates[0].name)
+              this.newEstimate.template_name =
+                userStore.currentUserSettings.default_estimate_template ?
+                userStore.currentUserSettings.default_estimate_template : this.newEstimate.template_name
             }
 
             if (isEdit) {

resources/scripts/admin/stores/invoice.js

@@ -14,6 +14,7 @@ import { useCustomerStore } from './customer'
 import { useTaxTypeStore } from './tax-type'
 import { useCompanyStore } from './company'
 import { useItemStore } from './item'
+import { useUserStore } from './user'
 
 export const useInvoiceStore = (useWindow = false) => {
   const defineStoreFunc = useWindow ? window.pinia.defineStore : defineStore
@@ -445,6 +446,7 @@ export const useInvoiceStore = (useWindow = false) => {
         const itemStore = useItemStore()
         const taxTypeStore = useTaxTypeStore()
         const route = useRoute()
+        const userStore = useUserStore()
 
         this.isFetchingInitialSettings = true
 
@@ -495,6 +497,9 @@ export const useInvoiceStore = (useWindow = false) => {
 
               if (res3.data) {
                 this.setTemplate(this.templates[0].name)
+                this.newInvoice.template_name =
+                userStore.currentUserSettings.default_invoice_template ?
+                userStore.currentUserSettings.default_invoice_template : this.newInvoice.template_name
               }
             }
             if (isEdit) {

resources/scripts/admin/stores/user.js

@@ -108,6 +108,14 @@ export const useUserStore = (useWindow = false) => {
                 this.currentUserSettings.language = data.settings.language
                 global.locale = data.settings.language
               }
+              if (data.settings.default_estimate_template) {
+                this.currentUserSettings.default_estimate_template =
+                  data.settings.default_estimate_template
+              }
+              if (data.settings.default_invoice_template) {
+                this.currentUserSettings.default_invoice_template =
+                  data.settings.default_invoice_template
+              }
               resolve(response)
             })
             .catch((err) => {

resources/scripts/admin/views/estimates/create/EstimateCreate.vue

@@ -119,6 +119,7 @@
               :store="estimateStore"
               component-name="EstimateTemplate"
               store-prop="newEstimate"
+              :is-mark-as-default="isMarkAsDefault"
             />
           </div>
 
@@ -171,6 +172,7 @@ const { t } = useI18n()
 
 const estimateValidationScope = 'newEstimate'
 let isSaving = ref(false)
+const isMarkAsDefault = ref(false)
 
 const estimateNoteFieldList = ref([
   'customer',

resources/scripts/admin/views/invoices/create/InvoiceCreate.vue

@@ -118,6 +118,7 @@
               :store="invoiceStore"
               store-prop="newInvoice"
               component-name="InvoiceTemplate"
+              :is-mark-as-default="isMarkAsDefault"
             />
           </div>
 
@@ -173,6 +174,7 @@ let router = useRouter()
 
 const invoiceValidationScope = 'newInvoice'
 let isSaving = ref(false)
+const isMarkAsDefault = ref(false)
 
 const invoiceNoteFieldList = ref([
   'customer',

resources/scripts/components/base/BaseCheckbox.vue

@@ -20,6 +20,7 @@
       >
         {{ label }}
       </label>
+      <p v-if="description" class="text-gray-500">{{ description }}</p>
     </div>
   </div>
 </template>
@@ -32,6 +33,10 @@ const props = defineProps({
     type: String,
     default: '',
   },
+  description: {
+    type: String,
+    default: '',
+  },
   modelValue: {
     type: [Boolean, Array],
     default: false,

resources/scripts/locales/en.json

@@ -99,7 +99,8 @@
     "note": "Note",
     "pay_invoice": "Pay Invoice",
     "login_successfully": "Logged in successfully!",
-    "logged_out_successfully": "Logged out successfully"
+    "logged_out_successfully": "Logged out successfully",
+    "mark_as_default": "Mark as default"
   },
   "dashboard": {
     "select_year": "Select year",
@@ -353,7 +354,8 @@
       "amount": "Amount",
       "select_an_item": "Type or click to select an item",
       "type_item_description": "Type Item Description (optional)"
-    }
+    },
+    "mark_as_default_estimate_template_description": "If enabled, the selected template will be automatically selected for new estimates."
   },
   "invoices": {
     "title": "Invoices",
@@ -444,7 +446,8 @@
     "deleted_message": "Invoice deleted successfully | Invoices deleted successfully",
     "marked_as_sent_message": "Invoice marked as sent successfully",
     "something_went_wrong": "something went wrong",
-    "invalid_due_amount_message": "Total Invoice amount cannot be less than total paid amount for this Invoice. Please update the invoice or delete the associated payments to continue."
+    "invalid_due_amount_message": "Total Invoice amount cannot be less than total paid amount for this Invoice. Please update the invoice or delete the associated payments to continue.",
+    "mark_as_default_invoice_template_description": "If enabled, the selected template will be automatically selected for new invoices."
   },
   "recurring_invoices": {
     "title": "Recurring Invoices",