feat: Update MyInvois Import and add Taxpayers QR Code (#43)

* feat: update myinvois import

* feat: add taxpayers qr code

Author: KelvinTee168

docs/usage/myinvois/einvoice-operation.md

@@ -216,109 +216,120 @@ You can view all past submission and cancellation log of an invoice.
 
     ![sales-invoice-log](../../../static/img/myinvois/einvoice/sales-invoice-log.png)
 
-## Purchase Documents Import
+## Import
 
-SQL Account offers two methods for importing purchase documents from the E-Invoice system:
+SQL Account offers two methods for importing sales or purchase documents from the E-Invoice system:
 
-- [Single Import](#single-import): Enables you to import individual documents.
 - [Batch Import](#batch-import): Allows you to import multiple documents at once.
+- [Linking](#linking): Allows you to link the existing document with received E-Invoice document.
 
 To ensure proper import, it's important to understand how the document types in SQL Account are mapped to those received from the E-Invoice system. The table below shows how the document types in the SQL Account are mapped to those received from the E-Invoice system:
 
 | SQL Account Document Type | E-Invoice Document Type |
 | ------------------------- | ----------------------- |
+| Sales Invoice             | Self-Billed Invoice     |
+| Cash Sales                | Self-Billed Invoice     |
+| Credit Note               | Self-Billed Credit Note |
+| Debit Note                | Self-Billed Debit Note  |
+| Receipt Voucher           | Self-Billed Invoice     |
 | Purchase Invoice          | Invoice                 |
 | Cash Purchase             | Invoice                 |
 | Purchase Returned         | Credit Note             |
 | Purchase Debit Note       | Debit Note              |
+| Payment Voucher           | Invoice                 |
 
-### Single Import
+### Batch Import
 
-You can view all received documents and single import into SQL Account.
+You can view all received documents and batch import into SQL Account.
 
-1. Go to document detail screen and click on **MyInvois** > **Single import E-Invoice**
+1. Click on **MyInvois** > **Batch import E-Invoice**
 
-    ![purchase-invoice-single-import-button](../../../static/img/myinvois/einvoice/purchase-invoice-single-import-button.png)
+    ![purchase-invoice-batch-import-button](../../../static/img/myinvois/einvoice/purchase-invoice-batch-import-button.png)
 
-    ![purchase-invoice-single-import-form](../../../static/img/myinvois/einvoice/purchase-invoice-single-import-form.png)
+    ![purchase-invoice-batch-import-form](../../../static/img/myinvois/einvoice/purchase-invoice-batch-import-form.png)
 
 2. Choose the desired date range and press the **Apply** button to filter the documents
 
-    ![purchase-invoice-single-import-form-daterange](../../../static/img/myinvois/einvoice/purchase-invoice-single-import-form-daterange.png)
+    ![purchase-invoice-batch-import-form-daterange](../../../static/img/myinvois/einvoice/purchase-invoice-batch-import-form-daterange.png)
+
+3. There are two tables inside the form:
 
-3. The table will display the list of E-Invoice documents your company has received
+    - The upper table will display the list of E-Invoice documents your company has received
+    - The lower table will show the item details for the document you have selected
 
-    ![purchase-invoice-single-import-form-apply](../../../static/img/myinvois/einvoice/purchase-invoice-single-import-form-apply.png)
+    ![purchase-invoice-batch-import-form-apply](../../../static/img/myinvois/einvoice/purchase-invoice-batch-import-form-apply.png)
 
-4. SQL Account will auto-map the supplier code if the supplier's TIN matches the TIN in Maintain Supplier
+4. Each document will display a status in the **Status** column. Below is the description and import action of each status:
 
-    :::info[NOTE]
-    We suggest adding the TIN for existing suppliers or creating a new supplier record
-    :::
+    | Status         | Description                                         | Action                          |
+    | -------------- | --------------------------------------------------- | ------------------------------- |
+    | (Blank)        | Not yet imported                                    | Create new document             |
+    | Doc Exists     | Document already exists in the system               | Update E-Invoice related fields |
+    | Different UUID | Document exists but with a different E-Invoice UUID | Create new document             |
+    | Done           | Successfully imported                               | -                               |
 
     :::info[NOTE]
-    A supplier code is required. An error message will appear if you attempt to import a document without a supplier code
+    Double-clicking a row will drill down into the existing document, while double-clicking the **E-Invoice Status** column will open the validation link
     :::
 
-    ![purchase-invoice-single-import-form-select-supplier](../../../static/img/myinvois/einvoice/purchase-invoice-single-import-form-select-supplier.png)
+5. SQL Account will auto-map the Customer/Supplier Code using the following conditions:
 
-    ![purchase-invoice-single-import-form-select-supplier-error](../../../static/img/myinvois/einvoice/purchase-invoice-single-import-form-select-supplier-error.png)
+    - Same **TIN** (prioritized)
+    - Same **ID Number** or similar **Company Name**
 
-5. Once you have selected the desired documents, click on the **Import** button to proceed with the single import
-
-    ![purchase-invoice-single-import](../../../static/img/myinvois/einvoice/purchase-invoice-single-import.png)
+    ![purchase-invoice-batch-import-form-select-supplier](../../../static/img/myinvois/einvoice/purchase-invoice-batch-import-form-select-supplier.png)
 
-    ![purchase-invoice-single-import-details](../../../static/img/myinvois/einvoice/purchase-invoice-single-import-details.png)
+6. A tax code is required for an item if the tax amount is greater than 0
 
-6. After reviewing the document details, click **Save** to complete the process
+    ![purchase-invoice-batch-import-form-select-tax](../../../static/img/myinvois/einvoice/purchase-invoice-batch-import-form-select-tax.png)
 
-    ![purchase-invoice-single-import-success](../../../static/img/myinvois/einvoice/purchase-invoice-single-import-success.png)
+7. You may click on the **Import** button to proceed with the import
 
-### Batch Import
+    ![purchase-invoice-batch-import](../../../static/img/myinvois/einvoice/purchase-invoice-batch-import.png)
 
-You can view all received documents and batch import into SQL Account.
+8. A message dialog  will indicate success or display an error, if any
 
-1. Click on **MyInvois** > **Batch import E-Invoice**
+    ![purchase-invoice-batch-import-success](../../../static/img/myinvois/einvoice/purchase-invoice-batch-import-success.png)
 
-    ![purchase-invoice-batch-import-button](../../../static/img/myinvois/einvoice/purchase-invoice-batch-import-button.png)
+    ![purchase-invoice-batch-import-error](../../../static/img/myinvois/einvoice/purchase-invoice-batch-import-error.png)
 
-    ![purchase-invoice-batch-import-form](../../../static/img/myinvois/einvoice/purchase-invoice-batch-import-form.png)
+### Linking
 
-2. Choose the desired date range and press the **Apply** button to filter the documents
+You can view and link the received E-Invoice documents associated with the TIN of the selected document to update its E-Invoice related fields.
 
-    ![purchase-invoice-batch-import-form-daterange](../../../static/img/myinvois/einvoice/purchase-invoice-batch-import-form-daterange.png)
+1. Click on **🔍** of MyInvois UUID field in more panel
 
-3. There are two tables inside the form:
+    ![purchase-invoice-linking](../../../static/img/myinvois/einvoice/purchase-invoice-linking.png)
 
-    - The upper table will display the list of E-Invoice documents your company has received
-    - The lower table will show the item details for the document you have selected
+2. The form will display only documents related to the same TIN as the selected record
 
-    ![purchase-invoice-batch-import-form-apply](../../../static/img/myinvois/einvoice/purchase-invoice-batch-import-form-apply.png)
+    ![purchase-invoice-linking-form](../../../static/img/myinvois/einvoice/purchase-invoice-linking-form.png)
 
-4. You can select multiple documents using the checkboxes provided
-5. SQL Account will auto-map the supplier code if the supplier's TIN matches the TIN in Maintain Supplier
+3. Select the appropriate document and click on the **Update** button to link it
 
-    :::info[NOTE]
-    We suggest adding the TIN for existing suppliers or creating a new supplier record
-    :::
+### Create / Update Customer or Supplier
 
-    ![purchase-invoice-batch-import-form-select-supplier](../../../static/img/myinvois/einvoice/purchase-invoice-batch-import-form-select-supplier.png)
+To create or update a customer or supplier from the import form, follow these steps:
 
-6. A tax code is required for an item if the tax amount is greater than 0
+1. Click on the **Company Name** column
 
     :::info[NOTE]
-    The document will displayed in **red font** if the tax code is missing when it is required
+    If the Customer/Supplier Code has value, SQL Account will update the existing record. If it is empty, a new customer/supplier will be created.
     :::
 
-    ![purchase-invoice-batch-import-form-select-tax](../../../static/img/myinvois/einvoice/purchase-invoice-batch-import-form-select-tax.png)
+    ![purchase-invoice-batch-import-update-supplier](../../../static/img/myinvois/einvoice/purchase-invoice-batch-import-update-supplier.png)
 
-    ![purchase-invoice-batch-import-form-tax](../../../static/img/myinvois/einvoice/purchase-invoice-batch-import-form-tax.png)
+2. A comparison view will appear showing fields from the existing record in Maintain Customer/Supplier and the E-Invoice document
 
-7. Once you have selected the desired documents, click on the **Import** button to proceed with the batch import
+    :::info[NOTE]
+    - The selected value will appear in **bold**
+    - The unselected value will be shown with a ~~strikethrough~~
+    - If both values (from E-Invoice and existing record) are identical, the cell will be merged
+    :::
 
-    ![purchase-invoice-batch-import](../../../static/img/myinvois/einvoice/purchase-invoice-batch-import.png)
+    ![purchase-invoice-batch-import-supplier-form](../../../static/img/myinvois/einvoice/purchase-invoice-batch-import-supplier-form.png)
 
-    ![purchase-invoice-batch-import-success](../../../static/img/myinvois/einvoice/purchase-invoice-batch-import-success.png)
+3. Click the **Create** or **Update** button to apply the changes to the customer or supplier record
 
 ## Rejection (Imported Documents)
 

docs/usage/myinvois/einvoice.md

@@ -52,6 +52,8 @@ After saving your Sales Invoice or Cash Sales document, you can access E-Invoice
 - [Test E-Invoice Validation](e-invoice-operation#test-e-invoice-validation)
 - [Share PDF](e-invoice-operation#share-pdf-experimental)
 - [E-Invoice Request](e-invoice-operation#e-invoice-request)
+- [Batch Import](e-invoice-operation#batch-import)
+- [Linking](e-invoice-operation#linking)
 
 ### Credit Note
 
@@ -141,6 +143,8 @@ After saving your Credit Note document, you can access E-Invoice operations thro
 - [Batch Refresh Status](e-invoice-operation#batch-refresh-status)
 - [Test E-Invoice Validation](e-invoice-operation#test-e-invoice-validation)
 - [Share PDF](e-invoice-operation#share-pdf-experimental)
+- [Batch Import](e-invoice-operation#batch-import)
+- [Linking](e-invoice-operation#linking)
 
 ### Debit Note
 
@@ -192,6 +196,8 @@ After saving your Debit Note document, you can access E-Invoice operations throu
 - [Batch Refresh Status](e-invoice-operation#batch-refresh-status)
 - [Test E-Invoice Validation](e-invoice-operation#test-e-invoice-validation)
 - [Share PDF](e-invoice-operation#share-pdf-experimental)
+- [Batch Import](e-invoice-operation#batch-import)
+- [Linking](e-invoice-operation#linking)
 
 ## Purchase
 
@@ -242,8 +248,8 @@ After saving your Purchase Invoice or Cash Purchase document, you can access E-I
 
 - [Submission](e-invoice-operation#submission)
 - [Consolidate](e-invoice-operation#consolidate)
-- [Single Import](e-invoice-operation#single-import)
 - [Batch Import](e-invoice-operation#batch-import)
+- [Linking](e-invoice-operation#linking)
 - [Cancellation (Self-Billed)](e-invoice-operation#cancellation)
 - [Rejection (Imported)](e-invoice-operation#rejection-imported-documents)
 - [Refresh Status](e-invoice-operation#refresh-status)
@@ -334,8 +340,8 @@ Please ensure that the referenced documents are validated Self-Billed E-Invoices
 After saving your Purchase Returned document, you can access E-Invoice operations through the **MyInvois** button. These operations help you manage your E-Invoices efficiently. Use the links below to navigate to the specific operation section for detailed instructions:
 
 - [Submission](e-invoice-operation#submission)
-- [Single Import](e-invoice-operation#single-import)
 - [Batch Import](e-invoice-operation#batch-import)
+- [Linking](e-invoice-operation#linking)
 - [Cancellation (Self-Billed)](e-invoice-operation#cancellation)
 - [Rejection (Imported)](e-invoice-operation#rejection-imported-documents)
 - [Refresh Status](e-invoice-operation#refresh-status)
@@ -388,8 +394,8 @@ Please ensure that the referenced documents are validated Self-Billed E-Invoices
 After saving your Purchase Debit Note document, you can access E-Invoice operations through the **MyInvois** button. These operations help you manage your E-Invoices efficiently. Use the links below to navigate to the specific operation section for detailed instructions:
 
 - [Submission](e-invoice-operation#submission)
-- [Single Import](e-invoice-operation#single-import)
 - [Batch Import](e-invoice-operation#batch-import)
+- [Linking](e-invoice-operation#linking)
 - [Cancellation (Self-Billed)](e-invoice-operation#cancellation)
 - [Rejection (Imported)](e-invoice-operation#rejection-imported-documents)
 - [Refresh Status](e-invoice-operation#refresh-status)

docs/usage/myinvois/mandatory-fields.md

@@ -111,6 +111,58 @@ An hourglass icon will appear next to customers or suppliers who has created Inf
 
     ![batch-retrieve-info-progress](../../../static/img/myinvois/guide/batch-retrieve-info-progress.png)
 
+## Taxpayer's QR Code
+
+This feature allows you to upload a customer's or supplier's MyInvois Taxpayer QR Code to automatically retrieve and update their information.
+
+### Maintain Customer / Supplier
+
+1. Enter detail mode for a new or existing customer or supplier
+
+2. Go to the **Tax** tab and click on the **Upload File** button
+
+    ![taxpayers-qr-maintain-customer](../../../static/img/myinvois/einvoice/taxpayers-qr-maintain-customer.png)
+
+3. Click the **Open File** icon to select a QR code image from your device or click the **Paste** icon to paste a QR code image from your clipboard
+
+    ![taxpayers-qr-form](../../../static/img/myinvois/einvoice/taxpayers-qr-form.png)
+
+4. Once the QR code is uploaded, SQL Account will automatically retrieve and display the taxpayer's information in the memo field
+
+    :::info[NOTE]
+    Upload Production Taxpayer's QR Code only
+    :::
+
+    ![taxpayers-qr-form-info](../../../static/img/myinvois/einvoice/taxpayers-qr-form-info.png)
+
+5. Click the **OK** button to update the selected customer or supplier with the retrieved data
+
+    ![taxpayers-qr-form-ok](../../../static/img/myinvois/einvoice/taxpayers-qr-form-ok.png)
+
+### Sales / Purchase / Cashbook document
+
+1. Enter detail mode for a new or existing document
+
+2. Go to the **More** panel and click on the **QR Code** icon in MyInvois header
+
+    ![taxpayers-qr-sales-invoice](../../../static/img/myinvois/einvoice/taxpayers-qr-sales-invoice.png)
+
+3. Click the **Open File** icon to select a QR code image from your device or click the **Paste** icon to paste a QR code image from your clipboard
+
+    ![taxpayers-qr-form](../../../static/img/myinvois/einvoice/taxpayers-qr-form.png)
+
+4. Once the QR code is uploaded, SQL Account will automatically retrieve and display the taxpayer's information in the memo field
+
+    :::info[NOTE]
+    Upload Production Taxpayer's QR Code only
+    :::
+
+    ![taxpayers-qr-form-info](../../../static/img/myinvois/einvoice/taxpayers-qr-form-info.png)
+
+5. Click the **OK** button to update the selected document with the retrieved data
+
+    ![taxpayers-qr-form-ok](../../../static/img/myinvois/einvoice/taxpayers-qr-form-ok.png)
+
 ## Customer / Supplier Tax Info
 
 ### Local Business (Companies registered with local authorities)