feat: submit and hold invoice for later use in POS

models/inventory/Point of Sale/POSSettings.ts

@@ -16,6 +16,7 @@ export class POSSettings extends Doc {
   itemWeightDigits?: number;
 
   posUI?: 'Classic' | 'Modern';
+  submitInvoice?: string;
 
   static filters: FiltersMap = {
     cashAccount: () => ({

schemas/app/inventory/Point of Sale/POSSettings.json

@@ -57,6 +57,14 @@
       "required": true,
       "section": "Default"
     },
+    {
+      "fieldname": "submitInvoice",
+      "label": "Post Payment",
+      "fieldtype": "Check",
+      "default": false,
+      "description": "create invoice and shipment with payment option later.",
+      "section": "Default"
+    },
     {
       "fieldname": "weightEnabledBarcode",
       "label": "Weigth Enabled Barcode",

src/pages/POS/ClassicPOS.vue

@@ -52,7 +52,7 @@
         (date) => emitEvent('setTransferClearanceDate', date)
       "
       @create-transaction="
-        (createTransaction) => emitEvent('createTransaction', createTransaction)
+        (print, status) => emitEvent('createTransaction', print, status)
       "
     />
 
@@ -287,7 +287,7 @@
                   >
                     <slot>
                       <p class="uppercase text-lg text-white font-semibold">
-                        {{ t`Pay` }}
+                        {{ t`Submit` }}
                       </p>
                     </slot>
                   </Button>

src/pages/POS/ModernPOS.vue

@@ -52,7 +52,7 @@
         (date) => emitEvent('setTransferClearanceDate', date)
       "
       @create-transaction="
-        (createTransaction) => emitEvent('createTransaction', createTransaction)
+        (print, status) => emitEvent('createTransaction', print, status)
       "
     />
 
@@ -210,7 +210,7 @@
                 >
                   <slot>
                     <p class="uppercase text-lg text-white font-semibold">
-                      {{ t`Pay` }}
+                      {{ t`Submit` }}
                     </p>
                   </slot>
                 </Button>

src/pages/POS/POS.vue

@@ -138,6 +138,7 @@ import {
   ItemQtyMap,
   ItemSerialNumbers,
 } from 'src/components/POS/types';
+import { ValidationError } from 'fyo/utils/errors';
 
 const COMPONENT_NAME = 'POS';
 
@@ -466,6 +467,10 @@ export default defineComponent({
 
       this.sinvDoc = salesInvoiceDoc;
       this.toggleModal('SavedInvoice', false);
+
+      if (doc.submitted) {
+        this.toggleModal('Payment');
+      }
     },
     setTransferAmount(amount: Money = fyo.pesa(0)) {
       this.transferAmount = amount;
@@ -478,19 +483,25 @@ export default defineComponent({
     },
 
     async addItem(item: POSItem | Item | undefined, quantity?: number) {
-      await this.sinvDoc.runFormulas();
+      try {
+        await this.sinvDoc.runFormulas();
 
-      if (!item) {
-        return;
-      }
+        if (this.sinvDoc.isSubmitted) {
+          throw new ValidationError(
+            t`Cannot add an item to a submitted invoice.`
+          );
+        }
+
+        if (!item) {
+          return;
+        }
 
-      const existingItems =
-        this.sinvDoc.items?.filter(
-          (invoiceItem) =>
-            invoiceItem.item === item.name && !invoiceItem.isFreeItem
-        ) ?? [];
+        const existingItems =
+          this.sinvDoc.items?.filter(
+            (invoiceItem) =>
+              invoiceItem.item === item.name && !invoiceItem.isFreeItem
+          ) ?? [];
 
-      try {
         if (item.hasBatch) {
           for (const invItem of existingItems) {
             const itemQty = invItem.quantity ?? 0;
@@ -571,13 +582,26 @@ export default defineComponent({
       await this.applyPricingRule();
       await this.sinvDoc.runFormulas();
     },
-
-    async createTransaction(shouldPrint = false) {
+    async createTransaction(shouldPrint = false, isPay = false) {
       try {
         await this.validate();
         await this.submitSinvDoc();
-        await this.makePayment(shouldPrint);
-        await this.makeStockTransfer();
+
+        if (this.sinvDoc.stockNotTransferred) {
+          await this.makeStockTransfer();
+        }
+
+        if (isPay) {
+          await this.makePayment(shouldPrint);
+        }
+
+        if (shouldPrint) {
+          await routeTo(
+            // eslint-disable-next-line @typescript-eslint/restrict-template-expressions
+            `/print/${this.sinvDoc.schemaName}/${this.sinvDoc.name}`
+          );
+        }
+
         await this.afterTransaction();
         await this.setItems();
       } catch (error) {

src/pages/POS/PaymentModal.vue

@@ -130,12 +130,36 @@
         />
       </div>
 
-      <div class="grid grid-cols-2 gap-4 fixed bottom-8" style="width: 25rem">
-        <div class="col-span-2">
+      <div class="grid grid-cols-2 gap-4 bottom-8">
+        <div v-if="fyo.singles.POSSettings?.submitInvoice" class="col-span-1">
+          <Button
+            class="w-full bg-violet-500 dark:bg-violet-700"
+            style="padding: 1.35rem"
+            :disabled="disableSubmitButton"
+            @click="submitTransaction()"
+          >
+            <slot>
+              <p
+                class="uppercase text-lg text-white font-semibold"
+                :disabled="sinvDoc.submitted"
+              >
+                {{ t`Submit` }}
+              </p>
+            </slot>
+          </Button>
+        </div>
+
+        <div
+          :class="
+            !fyo.singles.POSSettings?.submitInvoice
+              ? 'col-span-2'
+              : 'col-span-1'
+          "
+        >
           <Button
             class="w-full bg-red-500 dark:bg-red-700"
             style="padding: 1.35rem"
-            @click="$emit('toggleModal', 'Payment')"
+            @click="cancelTransaction()"
           >
             <slot>
               <p class="uppercase text-lg text-white font-semibold">
@@ -149,26 +173,27 @@
           <Button
             class="w-full bg-blue-500 dark:bg-blue-700"
             style="padding: 1.35rem"
-            :disabled="disableSubmitButton"
-            @click="submitTransaction()"
+            :disabled="disablePayButton"
+            @click="payTransaction()"
           >
             <slot>
               <p class="uppercase text-lg text-white font-semibold">
-                {{ t`Submit` }}
+                {{ t`Pay` }}
               </p>
             </slot>
           </Button>
         </div>
+
         <div class="col-span-1">
           <Button
             class="w-full bg-green-500 dark:bg-green-700"
             style="padding: 1.35rem"
-            :disabled="disableSubmitButton"
-            @click="$emit('createTransaction', true)"
+            :disabled="disablePayButton"
+            @click="$emit('createTransaction', true, true)"
           >
             <slot>
               <p class="uppercase text-lg text-white font-semibold">
-                {{ t`Submit & Print` }}
+                {{ t`Pay & Print` }}
               </p>
             </slot>
           </Button>
@@ -293,6 +318,26 @@ export default defineComponent({
       return false;
     },
     disableSubmitButton(): boolean {
+      if (this.sinvDoc.submitted) {
+        return true;
+      }
+
+      if (
+        (this.sinvDoc.grandTotal?.float as number) < 1 &&
+        this.fyo.pesa(this.paidAmount.float).isZero()
+      ) {
+        return true;
+      }
+
+      if (
+        this.paymentMethod !== 'Cash' &&
+        (!this.transferRefNo || !this.transferClearanceDate)
+      ) {
+        return true;
+      }
+      return false;
+    },
+    disablePayButton(): boolean {
       if (
         (this.sinvDoc.grandTotal?.float as number) < 1 &&
         this.fyo.pesa(this.paidAmount.float).isZero()
@@ -332,6 +377,12 @@ export default defineComponent({
     submitTransaction() {
       this.$emit('createTransaction');
     },
+    payTransaction() {
+      this.$emit('createTransaction', false, true);
+    },
+    cancelTransaction() {
+      this.$emit('toggleModal', 'Payment');
+    },
   },
 });
 </script>

src/pages/POS/SavedInvoiceModal.vue

@@ -1,16 +1,33 @@
 <template>
-  <Modal class="h-auto w-auto p-6" :set-close-listener="false">
-    <p class="text-center font-semibold">{{ t`Saved Invoices` }}</p>
+  <Modal class="h-auto w-auto p-5" :set-close-listener="false">
+    <p class="text-center font-semibold">{{ t`Invoices` }}</p>
 
     <hr class="mt-2 dark:border-gray-800" />
 
+    <div class="flex justify-around items-center">
+      <Button
+        :background="false"
+        class="w-full h-full p-2 mt-2"
+        :class="{ 'dark:bg-gray-890 underline': savedInvoiceList }"
+        @click="savedInvoiceList = true"
+        >Saved</Button
+      >
+
+      <Button
+        :background="false"
+        class="w-full h-full p-2 mt-2"
+        :class="{ 'dark:bg-gray-890 underline': !savedInvoiceList }"
+        @click="savedInvoiceList = false"
+        >Submitted</Button
+      >
+    </div>
     <Row
       :ratio="ratio"
       class="
         border
         flex
         items-center
-        mt-4
+        mt-2
         px-2
         w-full
         rounded-t-md
@@ -28,12 +45,12 @@
     </Row>
 
     <div
-      v-if="savedInvoices.length"
+      v-if="savedInvoiceList ? savedInvoices.length : submittedInvoices.length"
       class="overflow-y-auto custom-scroll custom-scroll-thumb2"
       style="height: 65vh; width: 60vh"
     >
       <Row
-        v-for="row in savedInvoices as SalesInvoice[]"
+        v-for="row in savedInvoiceList ? savedInvoices : submittedInvoices"
         :key="row.name"
         :ratio="ratio"
         :border="true"
@@ -88,6 +105,7 @@ import { SalesInvoice } from 'models/baseModels/SalesInvoice/SalesInvoice';
 import { defineComponent, inject } from 'vue';
 import { ModelNameEnum } from 'models/types';
 import { Field } from 'schemas/types';
+import { Money } from 'pesa';
 
 export default defineComponent({
   name: 'SavedInvoiceModal',
@@ -108,7 +126,9 @@ export default defineComponent({
   },
   data() {
     return {
+      savedInvoiceList: true,
       savedInvoices: [] as SalesInvoice[],
+      submittedInvoices: [] as SalesInvoice[],
       isModalVisible: false,
     };
   },
@@ -152,14 +172,17 @@ export default defineComponent({
     async modalStatus(newVal) {
       if (newVal) {
         await this.setSavedInvoices();
+        await this.setSubmittedInvoices();
       }
     },
   },
   async mounted() {
     await this.setSavedInvoices();
+    await this.setSubmittedInvoices();
   },
   async activated() {
     await this.setSavedInvoices();
+    await this.setSubmittedInvoices();
   },
 
   methods: {
@@ -172,6 +195,16 @@ export default defineComponent({
         }
       )) as SalesInvoice[];
     },
+    async setSubmittedInvoices() {
+      const invoices = (await this.fyo.db.getAll(ModelNameEnum.SalesInvoice, {
+        fields: [],
+        filters: { isPOS: true, submitted: true, returnAgainst: null },
+      })) as SalesInvoice[];
+
+      this.submittedInvoices = invoices.filter(
+        (invoice) => !(invoice.outstandingAmount as Money).isZero()
+      );
+    },
     async selectedInvoice(row: SalesInvoice) {
       let selectedInvoiceDoc = (await this.fyo.doc.getDoc(
         ModelNameEnum.SalesInvoice,