guthaben

public/js/modals/invoice-modal.js

@@ -68,6 +68,109 @@ function applyCustomerTaxStatus(customerId) {
     }
 }
 
+// ────────────────────────────────────────────────────────────────────
+// Customer Credit
+//
+// Das Guthaben selbst wird in QBO gefuehrt (negativer A/R-Saldo). Die App
+// merkt sich nur, welcher Betrag auf DIESER Rechnung ausgewiesen wird, damit
+// der Kunde den Endbetrag nachvollziehen kann. Subtotal, Tax und Total bleiben
+// unberuehrt — ein Guthaben ist eine Zahlungsverrechnung, kein Rabatt.
+// ────────────────────────────────────────────────────────────────────
+
+/** Guthaben des aktuell gewaehlten Kunden laut QBO (null = noch nicht geprueft). */
+let availableCredit = null;
+
+function creditEls() {
+    return {
+        banner:  document.getElementById('invoice-credit-banner'),
+        text:    document.getElementById('invoice-credit-available-text'),
+        fields:  document.getElementById('invoice-credit-fields'),
+        amount:  document.getElementById('invoice-credit-applied'),
+        memo:    document.getElementById('invoice-credit-memo'),
+        balance: document.getElementById('invoice-balance-due')
+    };
+}
+
+/** Betrag im Guthabenfeld — 0, wenn leer oder ungueltig. */
+function appliedCredit() {
+    const el = document.getElementById('invoice-credit-applied');
+    const n = parseFloat(el?.value);
+    return isFinite(n) && n > 0 ? n : 0;
+}
+
+function resetCreditUi() {
+    availableCredit = null;
+    const e = creditEls();
+    if (e.banner) e.banner.classList.add('hidden');
+    if (e.fields) e.fields.style.display = 'none';
+    if (e.amount) e.amount.value = '0';
+    if (e.memo)   e.memo.value = '';
+}
+
+/**
+ * Fragt QBO nach Guthaben des gewaehlten Kunden. Fehler bleiben stumm: ein
+ * nicht erreichbares QBO darf das Anlegen einer Rechnung nicht blockieren.
+ */
+async function checkCustomerCredit(customerId) {
+    availableCredit = null;
+    const e = creditEls();
+    if (e.banner) e.banner.classList.add('hidden');
+    if (!customerId) return;
+
+    try {
+        const credits = await window.API.accounting.getCustomerCredits();
+        if (!Array.isArray(credits)) return;
+        const match = credits.find(c => c.customerId === parseInt(customerId));
+        if (!match || !(match.credit > 0)) return;
+
+        availableCredit = match.credit;
+        if (e.text) e.text.textContent =
+            `${match.name} has a credit of $${match.credit.toFixed(2)} on account.`;
+        if (e.banner) e.banner.classList.remove('hidden');
+    } catch (err) {
+        console.log('Customer credit check skipped:', err.message);
+    }
+}
+
+/** Uebernimmt das Guthaben in die Rechnung — gedeckelt auf das Rechnungstotal. */
+export function applyCustomerCredit() {
+    if (!(availableCredit > 0)) return;
+    const e = creditEls();
+    const total = currentInvoiceTotal();
+    const value = Math.min(availableCredit, total);
+
+    if (value <= 0) {
+        alert('Please add items first — a credit can only be applied to an invoice amount.');
+        return;
+    }
+    if (e.fields) e.fields.style.display = 'block';
+    if (e.amount) e.amount.value = value.toFixed(2);
+    if (e.memo && !e.memo.value) e.memo.value = 'Credit on account';
+    if (value < availableCredit) {
+        alert(`Only $${value.toFixed(2)} of the $${availableCredit.toFixed(2)} credit fits on this invoice. `
+            + 'The remainder stays on account in QBO.');
+    }
+    updateInvoiceTotals();
+}
+
+export function clearCustomerCredit() {
+    const e = creditEls();
+    if (e.amount) e.amount.value = '0';
+    if (e.memo)   e.memo.value = '';
+    if (e.fields) e.fields.style.display = 'none';
+    updateInvoiceTotals();
+}
+
+function currentInvoiceTotal() {
+    const items = getItems('invoice-items');
+    const taxExempt = document.getElementById('invoice-tax-exempt')?.checked;
+    let subtotal = 0;
+    items.forEach(item => {
+        subtotal += parseFloat(String(item.amount).replace(/[$,]/g, '')) || 0;
+    });
+    return subtotal + (taxExempt ? 0 : subtotal * 8.25 / 100);
+}
+
 function updateRecurringChildUi(invoice = null) {
     const recurringCb = document.getElementById('invoice-recurring');
     if (!recurringCb) return;
@@ -205,6 +308,17 @@ async function loadInvoiceForEdit(invoiceId) {
     document.getElementById('invoice-authorization').value = data.invoice.auth_code || '';
     document.getElementById('invoice-tax-exempt').checked = data.invoice.tax_exempt;
     document.getElementById('invoice-bill-to-name').value = data.invoice.bill_to_name || '';
+
+    // Guthaben einer bestehenden Rechnung wiederherstellen
+    resetCreditUi();
+    const savedCredit = parseFloat(data.invoice.credit_applied) || 0;
+    if (savedCredit > 0) {
+        const ce = creditEls();
+        if (ce.fields) ce.fields.style.display = 'block';
+        if (ce.amount) ce.amount.value = savedCredit.toFixed(2);
+        if (ce.memo)   ce.memo.value = data.invoice.credit_memo || '';
+    }
+    checkCustomerCredit(data.invoice.customer_id);
     
     // Worker
     populateWorkerDropdown();
@@ -254,6 +368,7 @@ function prepareNewInvoice() {
     document.getElementById('invoice-modal-title').textContent = 'New Invoice';
     document.getElementById('invoice-form').reset();
     document.getElementById('invoice-items').innerHTML = '';
+    resetCreditUi();
     document.getElementById('invoice-terms').value = 'Net 14';
     document.getElementById('invoice-number').value = '';
     document.getElementById('invoice-send-date').value = '';
@@ -297,6 +412,18 @@ export function updateInvoiceTotals() {
     document.getElementById('invoice-tax').textContent = taxExempt ? '$0.00' : `$${taxAmount.toFixed(2)}`;
     document.getElementById('invoice-total').textContent = `$${total.toFixed(2)}`;
     document.getElementById('invoice-tax-row').style.display = taxExempt ? 'none' : 'block';
+
+    // Guthabenzeile: Betrag nie ueber dem Total, sonst waere die Balance Due negativ.
+    const credit = appliedCredit();
+    const e = creditEls();
+    if (credit > 0) {
+        if (credit > total && e.amount) e.amount.value = total.toFixed(2);
+        const applied = Math.min(credit, total);
+        if (e.fields) e.fields.style.display = 'block';
+        if (e.balance) e.balance.textContent = `$${(total - applied).toFixed(2)}`;
+    } else if (e.fields) {
+        e.fields.style.display = 'none';
+    }
 }
 
 export async function handleInvoiceSubmit(e) {
@@ -317,6 +444,8 @@ export async function handleInvoiceSubmit(e) {
         worker: document.getElementById('invoice-worker')?.value || null,
         is_recurring: isRecurring,
         recurring_interval: recurringInterval,
+        credit_applied: appliedCredit(),
+        credit_memo: document.getElementById('invoice-credit-memo')?.value?.trim() || null,
         items: getItems('invoice-items')
     };
 
@@ -357,6 +486,9 @@ export function initInvoiceModal() {
     const taxExempt = document.getElementById('invoice-tax-exempt');
     if (taxExempt) taxExempt.addEventListener('change', updateInvoiceTotals);
 
+    const creditAmount = document.getElementById('invoice-credit-applied');
+    if (creditAmount) creditAmount.addEventListener('input', updateInvoiceTotals);
+
     // Recurring toggle
     const recurringCb = document.getElementById('invoice-recurring');
     const recurringGroup = document.getElementById('invoice-recurring-group');
@@ -373,12 +505,17 @@ export function initInvoiceModal() {
             // Only auto-apply when creating new (not editing existing)
             if (!currentInvoiceId && customerHidden.value) {
                 applyCustomerTaxStatus(customerHidden.value);
+                checkCustomerCredit(customerHidden.value);
             }
         });
         observer.observe(customerHidden, { attributes: true, attributeFilter: ['value'] });
     }
 }
 
+window.invoiceModal = {
+    applyCustomerCredit,
+    clearCustomerCredit
+};
 window.openInvoiceModal = openInvoiceModal;
 window.closeInvoiceModal = closeInvoiceModal;
 window.addInvoiceItem = addInvoiceItem;