feat: payer ID page added, enabled linking of resellers and financial…

… data for resellers

api/ContextAccounts.tsx

@@ -6,27 +6,27 @@ import {
   calcOrder,
   getQuotaFromTerritoryOrSubsidaries,
 } from "@/helpers/accounts";
+import {
+  createPayerAccountLink,
+  deletePayerAccountLink,
+  getOrCreatePayerAccount,
+} from "@/helpers/payers/api-actions";
 import { transformNotesVersion } from "@/helpers/ui-notes-writer";
 import { JSONContent } from "@tiptap/core";
 import { SelectionSet, generateClient } from "aws-amplify/data";
 import {
   filter,
+  find,
   flow,
+  identity,
   join,
   map,
   sortBy,
   sum,
-  find,
-  identity,
 } from "lodash/fp";
 import { FC, ReactNode, createContext, useContext } from "react";
 import useSWR from "swr";
 import { handleApiErrors } from "./globals";
-import {
-  getOrCreatePayerAccount,
-  createPayerAccountLink,
-  getAccountPayerAccountId,
-} from "@/helpers/payers/api-actions";
 const client = generateClient<Schema>();
 
 type UpdateAccountProps = {
@@ -440,12 +440,7 @@ export const AccountsContextProvider: FC<AccountsContextProviderProps> = ({
         : { ...a, payerAccounts: a.payerAccounts.filter((p) => p !== payer) }
     );
     if (updated) mutate(updated, false);
-    const payerAccountId = await getAccountPayerAccountId(accountId, payer);
-    if (!payerAccountId) return;
-    const { data, errors } = await client.models.AccountPayerAccount.delete({
-      id: payerAccountId,
-    });
-    if (errors) handleApiErrors(errors, "Deleting payer failed");
+    const data = await deletePayerAccountLink(accountId, payer);
     if (updated) mutate(updated);
     if (!data) return;
     toast({

api/useMrr.ts

@@ -19,6 +19,7 @@ const wipSelectionSet = [
   "latestMonths.payerMrrs.companyName",
   "latestMonths.payerMrrs.awsAccountNumber",
   "latestMonths.payerMrrs.payerAccount.accounts.accountId",
+  "latestMonths.payerMrrs.payerAccount.resellerId",
   "latestMonths.payerMrrs.isEstimated",
   "latestMonths.payerMrrs.isReseller",
   "latestMonths.payerMrrs.mrr",
@@ -37,6 +38,7 @@ export type Mrr = {
   payerAccountAccountIds?: string[];
   isEstimated: boolean;
   isReseller: boolean;
+  resellerId?: string;
   mrr: number;
   lastYearMrr?: number;
   lastPeriodMrr?: number;

api/usePayer.ts

@@ -0,0 +1,122 @@
+import { type Schema } from "@/amplify/data/resource";
+import {
+  createPayerAndAccountLink,
+  deletePayerAccountLink,
+} from "@/helpers/payers/api-actions";
+import { generateClient, SelectionSet } from "aws-amplify/data";
+import { map } from "lodash/fp";
+import useSWR from "swr";
+import { handleApiErrors } from "./globals";
+const client = generateClient<Schema>();
+
+type PayerData = SelectionSet<
+  Schema["PayerAccount"]["type"],
+  typeof selectionSet
+>;
+
+const selectionSet = [
+  "awsAccountNumber",
+  "accounts.accountId",
+  "resellerId",
+  "mainContactId",
+] as const;
+
+export type Payer = {
+  accountNumber: string;
+  isReseller: boolean;
+  resellerId?: string;
+  accountIds: string[];
+  mainContactId?: string;
+};
+
+const mapPayer = ({
+  awsAccountNumber,
+  accounts,
+  resellerId,
+  mainContactId,
+}: PayerData): Payer => ({
+  accountNumber: awsAccountNumber,
+  isReseller: !!resellerId,
+  resellerId: resellerId ?? undefined,
+  accountIds: map(({ accountId }) => accountId)(accounts) ?? [],
+  mainContactId: mainContactId ?? undefined,
+});
+
+const fetchPayer = (payerId?: string) => async () => {
+  if (!payerId) return;
+  const { data, errors } = await client.models.PayerAccount.get(
+    {
+      awsAccountNumber: payerId,
+    },
+    { selectionSet }
+  );
+  if (errors) {
+    handleApiErrors(errors, "Loading Payer failed");
+    throw errors;
+  }
+  if (!data) return;
+
+  try {
+    return mapPayer(data);
+  } catch (error) {
+    console.error("fetchPayer", error);
+    throw error;
+  }
+};
+
+const usePayer = (payerId?: string) => {
+  const {
+    data: payer,
+    isLoading,
+    error,
+    mutate,
+  } = useSWR(`/api/payers/${payerId}`, fetchPayer(payerId));
+
+  const createPayerAccountLink = async (accountId: string | null) => {
+    if (!accountId) return;
+    if (!payer) return;
+    const updatedPayer = {
+      ...payer,
+      accountIds: [...payer.accountIds, accountId],
+    } as Payer;
+    mutate(updatedPayer, false);
+    await createPayerAndAccountLink(accountId, payer.accountNumber);
+    mutate(updatedPayer);
+  };
+
+  const deletePayerAccount = async (accountId: string) => {
+    if (!payer) return;
+    const updated = {
+      ...payer,
+      accountIds: payer.accountIds.filter((p) => p !== accountId),
+    } as Payer;
+    mutate(updated, false);
+    await deletePayerAccountLink(accountId, payer.accountNumber);
+    mutate(updated);
+  };
+
+  const attachReseller = async (resellerId: string | null) => {
+    if (!resellerId) return;
+    if (!payer) return;
+    const updatedPayer = { ...payer, resellerId } as Payer;
+    mutate(updatedPayer, false);
+    const { data, errors } = await client.models.PayerAccount.update({
+      awsAccountNumber: payer.accountNumber,
+      resellerId,
+    });
+    if (errors) handleApiErrors(errors, "Attaching reseller failed");
+    mutate(updatedPayer);
+    return data;
+  };
+
+  return {
+    payer,
+    isLoading,
+    error,
+    createPayerAccountLink,
+    deletePayerAccount,
+    attachReseller,
+  };
+};
+
+export default usePayer;

components/accounts/AccountDetails.tsx

@@ -10,6 +10,7 @@ import AccountPeople from "./AccountPeople";
 import AccountProjects from "./AccountProjects";
 import AccountTerritories from "./AccountTerritories";
 import AccountUpdateForm from "./AccountUpdateForm";
+import ResellerFinancials from "./ResellerFinancials";
 import Subsidiaries from "./Subsidaries";
 
 type AccountDetailsProps = {
@@ -21,6 +22,7 @@ type AccountDetailsProps = {
   showAwsAccounts?: boolean;
   showFinancials?: boolean;
   showTerritories?: boolean;
+  showResellerFinancials?: boolean;
   updateFormControl?: {
     open: boolean;
     setOpen: (val: boolean) => void;
@@ -36,6 +38,7 @@ const AccountDetails: FC<AccountDetailsProps> = ({
   showAwsAccounts,
   showFinancials,
   showTerritories,
+  showResellerFinancials,
   showSubsidaries = true,
 }) => {
   const { accounts, updateAccount } = useAccountsContext();
@@ -76,6 +79,7 @@ const AccountDetails: FC<AccountDetailsProps> = ({
         <AccountPayerAccounts {...{ account, showAwsAccounts }} />
         <AccountTerritories {...{ account, showTerritories }} />
         <AccountFinancials {...{ account, showFinancials }} />
+        <ResellerFinancials {...{ account, showResellerFinancials }} />
       </Accordion>
     </>
   );

components/accounts/AccountFinancials.tsx

@@ -3,7 +3,7 @@ import {
   RevenueMonth,
   setAccountColumnDataFromMrr,
   setAccountColumnDefFromMrr,
-  setLastMonthsRevenue,
+  setLastMonthsAccountRevenue,
   setTotalRevenueFromRevenueMonth,
 } from "@/helpers/analytics/account-data";
 import { formatDate, formatRevenue } from "@/helpers/functional";
@@ -47,7 +47,7 @@ const AccountFinancials: FC<AccountFinancialsProps> = ({
   }, [mrr, noOfMonths, account]);
 
   useEffect(() => {
-    setLastMonthsRevenue(3, account.name, mrr, setRevenueLastMonths);
+    setLastMonthsAccountRevenue(3, account.name, mrr, setRevenueLastMonths);
   }, [mrr, account]);
 
   useEffect(() => {

components/accounts/ResellerFinancials.tsx

@@ -0,0 +1,77 @@
+import { Account } from "@/api/ContextAccounts";
+import {
+  RevenueMonth,
+  setTotalRevenueFromRevenueMonth,
+} from "@/helpers/analytics/account-data";
+import { setColumnDefFromMrr } from "@/helpers/analytics/prep-table-data";
+import {
+  setLastMonthsResellerRevenue,
+  setResellerColumnDataFromMrr,
+} from "@/helpers/analytics/reseller-data";
+import { formatDate, formatRevenue } from "@/helpers/functional";
+import { ColumnDef } from "@tanstack/react-table";
+import { flow } from "lodash/fp";
+import { FC, useEffect, useState } from "react";
+import AnalyticsTable from "../analytics/analytics-table";
+import { AccountMrr } from "../analytics/analytics-table-column";
+import MrrFilterBtnGrp from "../analytics/mrr-filter-btn-grp";
+import { useMrrFilter, withMrrFilter } from "../analytics/useMrrFilter";
+import DefaultAccordionItem from "../ui-elements/accordion/DefaultAccordionItem";
+
+type ResellerFinancialsProps = {
+  account: Account;
+  showResellerFinancials?: boolean;
+};
+
+const ResellerFinancials: FC<ResellerFinancialsProps> = ({
+  account,
+  showResellerFinancials,
+}) => {
+  const { mrrFilter, mrr } = useMrrFilter();
+  const [noOfMonths, setNoOfMonths] = useState(0);
+  const [columnDef, setColumnDef] = useState<ColumnDef<AccountMrr>[]>([]);
+  const [columnData, setColumnData] = useState<AccountMrr[]>([]);
+  const [revenueLastMonths, setRevenueLastMonths] = useState<RevenueMonth[]>(
+    []
+  );
+  const [totalRevenue, setTotalRevenue] = useState(0);
+
+  useEffect(() => {
+    flow(parseInt, setNoOfMonths)(mrrFilter);
+  }, [mrrFilter]);
+
+  useEffect(() => {
+    setColumnDefFromMrr(mrr, noOfMonths, setColumnDef);
+  }, [mrr, noOfMonths]);
+
+  useEffect(() => {
+    setResellerColumnDataFromMrr(account.id, mrr, noOfMonths, setColumnData);
+  }, [account, mrr, noOfMonths]);
+
+  useEffect(() => {
+    setLastMonthsResellerRevenue(account.id, 3, mrr, setRevenueLastMonths);
+  }, [account, mrr]);
+
+  useEffect(() => {
+    setTotalRevenueFromRevenueMonth(revenueLastMonths, setTotalRevenue);
+  }, [revenueLastMonths]);
+
+  return (
+    <DefaultAccordionItem
+      value="reseller-financials"
+      triggerTitle="AWS Revenue (as Reseller)"
+      triggerSubTitle={revenueLastMonths.map(
+        ({ month, mrr }) =>
+          `${formatDate("MMM yyyy")(month)}: ${formatRevenue(mrr)}`
+      )}
+      isVisible={!!showResellerFinancials && totalRevenue > 0}
+    >
+      <div className="space-y-6">
+        <MrrFilterBtnGrp />
+        <AnalyticsTable columns={columnDef} data={columnData} />
+      </div>
+    </DefaultAccordionItem>
+  );
+};
+
+export default withMrrFilter(ResellerFinancials);

components/analytics/instructions-upload-srrp.tsx

@@ -1,9 +1,6 @@
-import { FC } from "react";
 import DefaultAccordionItem from "../ui-elements/accordion/DefaultAccordionItem";
 
-type InstructionsUploadSrrpProps = {};
-
-const InstructionsUploadSrrp: FC<InstructionsUploadSrrpProps> = ({}) => {
+const InstructionsUploadSrrp = () => {
   return (
     <DefaultAccordionItem value="srrp" triggerTitle="SRRP">
       DESCRIBE SRRP HERE (WIP)

components/payers/account-accordion.tsx

@@ -0,0 +1,55 @@
+import { Account, useAccountsContext } from "@/api/ContextAccounts";
+import { find, flow, identity } from "lodash/fp";
+import { FC, useEffect, useState } from "react";
+import AccountDetails from "../accounts/AccountDetails";
+import DefaultAccordionItem from "../ui-elements/accordion/DefaultAccordionItem";
+import LoadingAccordionItem from "../ui-elements/accordion/LoadingAccordionItem";
+import { Button } from "../ui/button";
+
+type PayerAccountAccordionProps = {
+  accountId: string;
+  removeLinkToPayer: (accountId: string) => void;
+};
+
+const PayerAccountAccordion: FC<PayerAccountAccordionProps> = ({
+  accountId,
+  removeLinkToPayer,
+}) => {
+  const { accounts } = useAccountsContext();
+  const [account, setAccount] = useState<Account | undefined>();
+
+  useEffect(() => {
+    flow(
+      identity<Account[] | undefined>,
+      find(["id", accountId]),
+      setAccount
+    )(accounts);
+  }, [accounts, accountId]);
+
+  return !account ? (
+    <LoadingAccordionItem
+      value={`account-${accountId}`}
+      sizeTitle="lg"
+      sizeSubtitle="base"
+    />
+  ) : (
+    <DefaultAccordionItem
+      value={accountId}
+      triggerTitle={account.name}
+      link={`/accounts/${accountId}`}
+    >
+      <div className="mb-6">
+        <Button
+          variant="outline"
+          size="sm"
+          onClick={() => removeLinkToPayer(accountId)}
+        >
+          Remove link to payer
+        </Button>
+      </div>
+      <AccountDetails account={account} />
+    </DefaultAccordionItem>
+  );
+};
+
+export default PayerAccountAccordion;