PSA/server/migrations/20260217133000_upsert_standard_invoice_template_asts.cjs
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Initial import of AlgaPSA codebase from PSA server
Excluded: .git, node_modules, secrets/, compose.env, assemblyscript tgz

Source: /opt/alga-psa on psa.joliet.tech
2026-06-22 16:12:17 -05:00

561 lines
16 KiB
JavaScript

/**
* Canonicalize standard invoice templates to AST payloads.
*
* This migration is idempotent:
* - Ensures `templateAst` exists on `standard_invoice_templates`
* - Upserts canonical AST for standard-default and standard-detailed by code/name
*/
const STANDARD_TABLE = 'standard_invoice_templates';
const TRANSPARENT_PIXEL_DATA_URI = 'data:image/gif;base64,R0lGODlhAQABAIAAAAAAAP///ywAAAAAAQABAAACAUwAOw==';
const buildSharedBindings = () => ({
values: {
invoiceNumber: { id: 'invoiceNumber', kind: 'value', path: 'invoiceNumber' },
issueDate: { id: 'issueDate', kind: 'value', path: 'issueDate' },
dueDate: { id: 'dueDate', kind: 'value', path: 'dueDate' },
poNumber: { id: 'poNumber', kind: 'value', path: 'poNumber' },
subtotal: { id: 'subtotal', kind: 'value', path: 'subtotal' },
tax: { id: 'tax', kind: 'value', path: 'tax' },
total: { id: 'total', kind: 'value', path: 'total' },
tenantClientName: {
id: 'tenantClientName',
kind: 'value',
path: 'tenantClient.name',
fallback: 'Your Company',
},
tenantClientAddress: {
id: 'tenantClientAddress',
kind: 'value',
path: 'tenantClient.address',
fallback: 'Company address',
},
tenantClientLogo: {
id: 'tenantClientLogo',
kind: 'value',
path: 'tenantClient.logoUrl',
fallback: TRANSPARENT_PIXEL_DATA_URI,
},
customerName: { id: 'customerName', kind: 'value', path: 'customer.name', fallback: 'Customer' },
customerAddress: {
id: 'customerAddress',
kind: 'value',
path: 'customer.address',
fallback: 'Customer address',
},
},
collections: {
lineItems: { id: 'lineItems', kind: 'collection', path: 'items' },
},
});
const buildStandardDefaultAst = (templateName) => ({
kind: 'invoice-template-ast',
version: 1,
metadata: {
templateName,
},
bindings: buildSharedBindings(),
layout: {
id: 'root',
type: 'document',
children: [
{
id: 'header',
type: 'section',
title: 'Invoice',
children: [
{
id: 'invoice-number',
type: 'field',
label: 'Invoice #',
binding: { bindingId: 'invoiceNumber' },
},
{
id: 'issue-date',
type: 'field',
label: 'Issue Date',
binding: { bindingId: 'issueDate' },
format: 'date',
},
{
id: 'due-date',
type: 'field',
label: 'Due Date',
binding: { bindingId: 'dueDate' },
format: 'date',
},
],
},
{
id: 'line-items',
type: 'dynamic-table',
repeat: {
sourceBinding: { bindingId: 'lineItems' },
itemBinding: 'item',
},
columns: [
{
id: 'description',
header: 'Description',
value: { type: 'path', path: 'description' },
},
{
id: 'quantity',
header: 'Qty',
value: { type: 'path', path: 'quantity' },
format: 'number',
style: { inline: { textAlign: 'right' } },
},
{
id: 'unit-price',
header: 'Rate',
value: { type: 'path', path: 'unitPrice' },
format: 'currency',
style: { inline: { textAlign: 'right' } },
},
{
id: 'line-total',
header: 'Amount',
value: { type: 'path', path: 'total' },
format: 'currency',
style: { inline: { textAlign: 'right' } },
},
],
},
{
id: 'totals',
type: 'totals',
sourceBinding: { bindingId: 'lineItems' },
rows: [
{
id: 'subtotal',
label: 'Subtotal',
value: { type: 'binding', bindingId: 'subtotal' },
format: 'currency',
},
{ id: 'tax', label: 'Tax', value: { type: 'binding', bindingId: 'tax' }, format: 'currency' },
{
id: 'total',
label: 'Total',
value: { type: 'binding', bindingId: 'total' },
format: 'currency',
emphasize: true,
},
],
},
],
},
});
const buildStandardDetailedAst = () => ({
kind: 'invoice-template-ast',
version: 1,
metadata: {
templateName: 'Detailed Template',
},
bindings: buildSharedBindings(),
layout: {
id: 'root',
type: 'document',
children: [
{
id: 'header-top',
type: 'stack',
direction: 'row',
style: {
inline: {
justifyContent: 'space-between',
alignItems: 'flex-start',
gap: '24px',
margin: '0 0 20px 0',
},
},
children: [
{
id: 'issuer-brand',
type: 'stack',
direction: 'column',
style: {
inline: {
gap: '6px',
},
},
children: [
{
id: 'issuer-logo',
type: 'image',
src: { type: 'binding', bindingId: 'tenantClientLogo' },
alt: {
type: 'template',
template: '{{name}} logo',
args: {
name: { type: 'binding', bindingId: 'tenantClientName' },
},
},
style: {
inline: {
width: '180px',
maxHeight: '72px',
margin: '0 0 6px 0',
},
},
},
{
id: 'issuer-name',
type: 'text',
content: { type: 'binding', bindingId: 'tenantClientName' },
style: {
inline: {
fontSize: '18px',
fontWeight: 700,
lineHeight: 1.2,
},
},
},
{
id: 'issuer-address',
type: 'text',
content: { type: 'binding', bindingId: 'tenantClientAddress' },
style: {
inline: {
color: '#4b5563',
lineHeight: 1.4,
},
},
},
],
},
{
id: 'invoice-meta-card',
type: 'stack',
direction: 'column',
style: {
inline: {
minWidth: '280px',
border: '1px solid #d1d5db',
borderRadius: '10px',
padding: '14px 16px',
backgroundColor: '#f9fafb',
gap: '6px',
},
},
children: [
{
id: 'invoice-title',
type: 'text',
content: { type: 'literal', value: 'INVOICE' },
style: {
inline: {
fontSize: '22px',
fontWeight: 700,
margin: '0 0 4px 0',
lineHeight: 1.1,
},
},
},
{
id: 'invoice-number',
type: 'field',
label: 'Invoice #',
binding: { bindingId: 'invoiceNumber' },
style: { inline: { justifyContent: 'space-between' } },
},
{
id: 'issue-date',
type: 'field',
label: 'Issue Date',
binding: { bindingId: 'issueDate' },
format: 'date',
style: { inline: { justifyContent: 'space-between' } },
},
{
id: 'due-date',
type: 'field',
label: 'Due Date',
binding: { bindingId: 'dueDate' },
format: 'date',
style: { inline: { justifyContent: 'space-between' } },
},
{
id: 'po-number',
type: 'field',
label: 'PO #',
binding: { bindingId: 'poNumber' },
emptyValue: '-',
style: { inline: { justifyContent: 'space-between' } },
},
],
},
],
},
{
id: 'header-divider',
type: 'divider',
style: {
inline: {
margin: '0 0 20px 0',
},
},
},
{
id: 'party-blocks',
type: 'stack',
direction: 'row',
style: {
inline: {
gap: '24px',
margin: '0 0 20px 0',
},
},
children: [
{
id: 'from-card',
type: 'stack',
direction: 'column',
style: {
inline: {
gap: '4px',
border: '1px solid #e5e7eb',
borderRadius: '10px',
padding: '12px 14px',
},
},
children: [
{
id: 'from-label',
type: 'text',
content: { type: 'literal', value: 'From' },
style: {
inline: {
color: '#6b7280',
fontSize: '12px',
fontWeight: 700,
margin: '0 0 2px 0',
},
},
},
{
id: 'from-name',
type: 'text',
content: { type: 'binding', bindingId: 'tenantClientName' },
style: { inline: { fontSize: '15px', fontWeight: 600, lineHeight: 1.3 } },
},
{
id: 'from-address',
type: 'text',
content: { type: 'binding', bindingId: 'tenantClientAddress' },
style: { inline: { color: '#4b5563', lineHeight: 1.4 } },
},
],
},
{
id: 'bill-to-card',
type: 'stack',
direction: 'column',
style: {
inline: {
gap: '4px',
border: '1px solid #e5e7eb',
borderRadius: '10px',
padding: '12px 14px',
},
},
children: [
{
id: 'bill-to-label',
type: 'text',
content: { type: 'literal', value: 'Bill To' },
style: {
inline: {
color: '#6b7280',
fontSize: '12px',
fontWeight: 700,
margin: '0 0 2px 0',
},
},
},
{
id: 'bill-to-name',
type: 'text',
content: { type: 'binding', bindingId: 'customerName' },
style: { inline: { fontSize: '15px', fontWeight: 600, lineHeight: 1.3 } },
},
{
id: 'bill-to-address',
type: 'text',
content: { type: 'binding', bindingId: 'customerAddress' },
style: { inline: { color: '#4b5563', lineHeight: 1.4 } },
},
],
},
],
},
{
id: 'line-items',
type: 'dynamic-table',
style: {
inline: {
margin: '0 0 16px 0',
border: '1px solid #e5e7eb',
borderRadius: '10px',
},
},
repeat: {
sourceBinding: { bindingId: 'lineItems' },
itemBinding: 'item',
},
emptyStateText: 'No billable line items',
columns: [
{
id: 'description',
header: 'Description',
value: { type: 'path', path: 'description' },
style: { inline: { width: '50%' } },
},
{
id: 'quantity',
header: 'Qty',
value: { type: 'path', path: 'quantity' },
format: 'number',
style: { inline: { textAlign: 'right', width: '14%' } },
},
{
id: 'unit-price',
header: 'Rate',
value: { type: 'path', path: 'unitPrice' },
format: 'currency',
style: { inline: { textAlign: 'right', width: '18%' } },
},
{
id: 'line-total',
header: 'Amount',
value: { type: 'path', path: 'total' },
format: 'currency',
style: { inline: { textAlign: 'right', width: '18%' } },
},
],
},
{
id: 'totals-wrap',
type: 'stack',
direction: 'row',
style: { inline: { justifyContent: 'flex-end' } },
children: [
{
id: 'totals',
type: 'totals',
style: {
inline: {
width: '300px',
border: '1px solid #e5e7eb',
borderRadius: '10px',
padding: '10px 12px',
backgroundColor: '#f9fafb',
},
},
sourceBinding: { bindingId: 'lineItems' },
rows: [
{
id: 'subtotal',
label: 'Subtotal',
value: { type: 'binding', bindingId: 'subtotal' },
format: 'currency',
},
{ id: 'tax', label: 'Tax', value: { type: 'binding', bindingId: 'tax' }, format: 'currency' },
{
id: 'total',
label: 'Total',
value: { type: 'binding', bindingId: 'total' },
format: 'currency',
emphasize: true,
},
],
},
],
},
],
},
});
const STANDARD_TEMPLATES = [
{
code: 'standard-default',
name: 'Standard Template',
version: 1,
is_default: true,
templateAst: buildStandardDefaultAst('Standard Template'),
},
{
code: 'standard-detailed',
name: 'Detailed Template',
version: 1,
is_default: false,
templateAst: buildStandardDetailedAst(),
},
];
async function ensureTemplateAstColumn(knex) {
const hasTemplateAst = await knex.schema.hasColumn(STANDARD_TABLE, 'templateAst');
if (!hasTemplateAst) {
await knex.schema.alterTable(STANDARD_TABLE, (table) => {
table.jsonb('templateAst').nullable().comment('Canonical JSON AST for standard invoice templates.');
});
}
}
async function upsertStandardTemplate(knex, templateDef) {
const astJson = JSON.stringify(templateDef.templateAst);
let existing = await knex(STANDARD_TABLE)
.select('template_id')
.where({ standard_invoice_template_code: templateDef.code })
.first();
if (!existing) {
existing = await knex(STANDARD_TABLE)
.select('template_id')
.whereRaw('lower(name) = lower(?)', [templateDef.name])
.first();
}
const updatePayload = {
name: templateDef.name,
version: templateDef.version,
is_default: templateDef.is_default,
standard_invoice_template_code: templateDef.code,
templateAst: knex.raw('?::jsonb', [astJson]),
updated_at: knex.fn.now(),
};
if (existing?.template_id) {
await knex(STANDARD_TABLE)
.where({ template_id: existing.template_id })
.update(updatePayload);
return;
}
await knex(STANDARD_TABLE).insert({
template_id: knex.raw('gen_random_uuid()'),
created_at: knex.fn.now(),
...updatePayload,
});
}
exports.up = async function up(knex) {
const hasTable = await knex.schema.hasTable(STANDARD_TABLE);
if (!hasTable) {
return;
}
await ensureTemplateAstColumn(knex);
for (const templateDef of STANDARD_TEMPLATES) {
await upsertStandardTemplate(knex, templateDef);
}
};
exports.down = async function down() {
// No-op: this migration canonicalizes live template data and should not be auto-reverted.
};