mirror of
https://github.com/bigcapitalhq/bigcapital.git
synced 2026-02-18 22:00:31 +00:00
feat(financial statement): sales by items.
This commit is contained in:
@@ -0,0 +1,38 @@
|
||||
import React, { createContext, useContext } from 'react';
|
||||
import FinancialReportPage from '../FinancialReportPage';
|
||||
import { useSalesByItems } from 'hooks/query';
|
||||
import { transformFilterFormToQuery } from '../common';
|
||||
|
||||
const SalesByItemsContext = createContext();
|
||||
|
||||
function SalesByItemProvider({ query, ...props }) {
|
||||
const {
|
||||
data: salesByItems,
|
||||
isFetching,
|
||||
isLoading,
|
||||
refetch,
|
||||
} = useSalesByItems(
|
||||
{
|
||||
...transformFilterFormToQuery(query),
|
||||
},
|
||||
{
|
||||
keepPreviousData: true,
|
||||
},
|
||||
);
|
||||
|
||||
const provider = {
|
||||
salesByItems,
|
||||
isFetching,
|
||||
isLoading,
|
||||
refetchSheet: refetch,
|
||||
};
|
||||
return (
|
||||
<FinancialReportPage name={'sales-by-items'}>
|
||||
<SalesByItemsContext.Provider value={provider} {...props} />
|
||||
</FinancialReportPage>
|
||||
);
|
||||
}
|
||||
|
||||
const useSalesByItemsContext = () => useContext(SalesByItemsContext);
|
||||
|
||||
export { SalesByItemProvider, useSalesByItemsContext };
|
||||
@@ -0,0 +1,89 @@
|
||||
import React, { useEffect, useState, useCallback } from 'react';
|
||||
import moment from 'moment';
|
||||
|
||||
import 'style/pages/FinancialStatements/SalesByItems.scss';
|
||||
|
||||
import { SalesByItemProvider } from './SalesByItemProvider';
|
||||
import SalesByItemsActionsBar from './SalesByItemsActionsBar';
|
||||
import SalesByItemsHeader from './SalesByItemsHeader';
|
||||
import SalesByItemsTable from './SalesByItemsTable';
|
||||
|
||||
import DashboardPageContent from 'components/Dashboard/DashboardPageContent';
|
||||
import { SalesByItemsLoadingBar } from './components';
|
||||
|
||||
import withSalesByItemsActions from './withSalesByItemsActions';
|
||||
import withSettings from 'containers/Settings/withSettings';
|
||||
|
||||
import { compose } from 'utils';
|
||||
|
||||
/**
|
||||
* Sales by items.
|
||||
*/
|
||||
function SalesByItems({
|
||||
// #withPreferences
|
||||
organizationName,
|
||||
|
||||
// #withSellsByItemsActions
|
||||
toggleSalesByItemsFilterDrawer,
|
||||
}) {
|
||||
const [filter, setFilter] = useState({
|
||||
fromDate: moment().startOf('year').format('YYYY-MM-DD'),
|
||||
toDate: moment().endOf('year').format('YYYY-MM-DD'),
|
||||
});
|
||||
|
||||
// Handle filter form submit.
|
||||
const handleFilterSubmit = useCallback(
|
||||
(filter) => {
|
||||
const parsedFilter = {
|
||||
...filter,
|
||||
fromDate: moment(filter.fromDate).format('YYYY-MM-DD'),
|
||||
toDate: moment(filter.toDate).format('YYYY-MM-DD'),
|
||||
};
|
||||
setFilter(parsedFilter);
|
||||
},
|
||||
[setFilter],
|
||||
);
|
||||
|
||||
// Handle number format form submit.
|
||||
const handleNumberFormatSubmit = (numberFormat) => {
|
||||
setFilter({
|
||||
...filter,
|
||||
numberFormat,
|
||||
});
|
||||
};
|
||||
// Hide the filter drawer once the page unmount.
|
||||
useEffect(
|
||||
() => () => {
|
||||
toggleSalesByItemsFilterDrawer(false);
|
||||
},
|
||||
[toggleSalesByItemsFilterDrawer],
|
||||
);
|
||||
|
||||
return (
|
||||
<SalesByItemProvider query={filter}>
|
||||
<SalesByItemsActionsBar
|
||||
numberFormat={filter.numberFormat}
|
||||
onNumberFormatSubmit={handleNumberFormatSubmit}
|
||||
/>
|
||||
<SalesByItemsLoadingBar />
|
||||
<DashboardPageContent>
|
||||
<div class="financial-statement">
|
||||
<SalesByItemsHeader
|
||||
pageFilter={filter}
|
||||
onSubmitFilter={handleFilterSubmit}
|
||||
/>
|
||||
<div class="financial-statement__body">
|
||||
<SalesByItemsTable companyName={organizationName} />
|
||||
</div>
|
||||
</div>
|
||||
</DashboardPageContent>
|
||||
</SalesByItemProvider>
|
||||
);
|
||||
}
|
||||
|
||||
export default compose(
|
||||
withSalesByItemsActions,
|
||||
withSettings(({ organizationSettings }) => ({
|
||||
organizationName: organizationSettings.name,
|
||||
})),
|
||||
)(SalesByItems);
|
||||
@@ -0,0 +1,127 @@
|
||||
import React from 'react';
|
||||
import {
|
||||
NavbarGroup,
|
||||
Button,
|
||||
Classes,
|
||||
NavbarDivider,
|
||||
Popover,
|
||||
PopoverInteractionKind,
|
||||
Position,
|
||||
} from '@blueprintjs/core';
|
||||
import classNames from 'classnames';
|
||||
import { FormattedMessage as T } from 'react-intl';
|
||||
|
||||
import { Icon } from 'components';
|
||||
import DashboardActionsBar from 'components/Dashboard/DashboardActionsBar';
|
||||
import NumberFormatDropdown from 'components/NumberFormatDropdown';
|
||||
|
||||
import withSalesByItems from './withSalesByItems';
|
||||
import withSalesByItemsActions from './withSalesByItemsActions';
|
||||
|
||||
import { compose, saveInvoke } from 'utils';
|
||||
import { useSalesByItemsContext } from './SalesByItemProvider';
|
||||
|
||||
function SalesByItemsActionsBar({
|
||||
// #withSalesByItems
|
||||
salesByItemsDrawerFilter,
|
||||
|
||||
// #withSalesByItemsActions
|
||||
toggleSalesByItemsFilterDrawer,
|
||||
|
||||
// #ownProps
|
||||
numberFormat,
|
||||
onNumberFormatSubmit,
|
||||
}) {
|
||||
const { refetchSheet, isLoading } = useSalesByItemsContext();
|
||||
|
||||
// Handle filter toggle click.
|
||||
const handleFilterToggleClick = () => {
|
||||
toggleSalesByItemsFilterDrawer();
|
||||
};
|
||||
// Handle re-calc button click.
|
||||
const handleRecalculateReport = () => {
|
||||
refetchSheet();
|
||||
};
|
||||
|
||||
// Handle number format submit.
|
||||
const handleNumberFormatSubmit = (values) => {
|
||||
saveInvoke(onNumberFormatSubmit, values);
|
||||
};
|
||||
|
||||
return (
|
||||
<DashboardActionsBar>
|
||||
<NavbarGroup>
|
||||
<Button
|
||||
className={classNames(Classes.MINIMAL, 'button--gray-highlight')}
|
||||
text={'Re-calc Report'}
|
||||
onClick={handleRecalculateReport}
|
||||
icon={<Icon icon="refresh-16" iconSize={16} />}
|
||||
/>
|
||||
<NavbarDivider />
|
||||
|
||||
<Button
|
||||
className={classNames(Classes.MINIMAL, 'button--table-views')}
|
||||
icon={<Icon icon="cog-16" iconSize={16} />}
|
||||
text={
|
||||
salesByItemsDrawerFilter ? (
|
||||
<T id={'hide_customizer'} />
|
||||
) : (
|
||||
<T id={'customize_report'} />
|
||||
)
|
||||
}
|
||||
active={salesByItemsDrawerFilter}
|
||||
onClick={handleFilterToggleClick}
|
||||
/>
|
||||
<NavbarDivider />
|
||||
<Popover
|
||||
content={
|
||||
<NumberFormatDropdown
|
||||
numberFormat={numberFormat}
|
||||
onSubmit={handleNumberFormatSubmit}
|
||||
submitDisabled={isLoading}
|
||||
/>
|
||||
}
|
||||
minimal={true}
|
||||
interactionKind={PopoverInteractionKind.CLICK}
|
||||
position={Position.BOTTOM_LEFT}
|
||||
>
|
||||
<Button
|
||||
className={classNames(Classes.MINIMAL, 'button--filter')}
|
||||
text={<T id={'format'} />}
|
||||
icon={<Icon icon="numbers" width={23} height={16} />}
|
||||
/>
|
||||
</Popover>
|
||||
|
||||
<Popover
|
||||
// content={}
|
||||
interactionKind={PopoverInteractionKind.CLICK}
|
||||
position={Position.BOTTOM_LEFT}
|
||||
>
|
||||
<Button
|
||||
className={classNames(Classes.MINIMAL, 'button--filter')}
|
||||
text={<T id={'filter'} />}
|
||||
icon={<Icon icon="filter-16" iconSize={16} />}
|
||||
/>
|
||||
</Popover>
|
||||
|
||||
<Button
|
||||
className={Classes.MINIMAL}
|
||||
icon={<Icon icon="print-16" iconSize={16} />}
|
||||
text={<T id={'print'} />}
|
||||
/>
|
||||
<Button
|
||||
className={Classes.MINIMAL}
|
||||
icon={<Icon icon="file-export-16" iconSize={16} />}
|
||||
text={<T id={'export'} />}
|
||||
/>
|
||||
</NavbarGroup>
|
||||
</DashboardActionsBar>
|
||||
);
|
||||
}
|
||||
|
||||
export default compose(
|
||||
withSalesByItems(({ salesByItemsDrawerFilter }) => ({
|
||||
salesByItemsDrawerFilter,
|
||||
})),
|
||||
withSalesByItemsActions,
|
||||
)(SalesByItemsActionsBar);
|
||||
@@ -0,0 +1,103 @@
|
||||
import React from 'react';
|
||||
import * as Yup from 'yup';
|
||||
import moment from 'moment';
|
||||
import { FormattedMessage as T, useIntl } from 'react-intl';
|
||||
import { Formik, Form } from 'formik';
|
||||
import { Tabs, Tab, Button, Intent } from '@blueprintjs/core';
|
||||
|
||||
import FinancialStatementHeader from 'containers/FinancialStatements/FinancialStatementHeader';
|
||||
import SalesByItemsHeaderGeneralPanel from './SalesByItemsHeaderGeneralPanel';
|
||||
|
||||
import withSalesByItems from './withSalesByItems';
|
||||
import withSalesByItemsActions from './withSalesByItemsActions';
|
||||
|
||||
import { compose } from 'utils';
|
||||
|
||||
/**
|
||||
* Sales by items header.
|
||||
*/
|
||||
function SalesByItemsHeader({
|
||||
// #ownProps
|
||||
pageFilter,
|
||||
onSubmitFilter,
|
||||
|
||||
// #withSalesByItems
|
||||
salesByItemsDrawerFilter,
|
||||
|
||||
// #withSalesByItemsActions
|
||||
toggleSalesByItemsFilterDrawer,
|
||||
}) {
|
||||
const { formatMessage } = useIntl();
|
||||
|
||||
// Form validation schema.
|
||||
const validationSchema = Yup.object().shape({
|
||||
fromDate: Yup.date()
|
||||
.required()
|
||||
.label(formatMessage({ id: 'from_date' })),
|
||||
toDate: Yup.date()
|
||||
.min(Yup.ref('fromDate'))
|
||||
.required()
|
||||
.label(formatMessage({ id: 'to_date' })),
|
||||
});
|
||||
|
||||
// Initial values.
|
||||
const initialValues = {
|
||||
...pageFilter,
|
||||
fromDate: moment(pageFilter.fromDate).toDate(),
|
||||
toDate: moment(pageFilter.toDate).toDate(),
|
||||
};
|
||||
|
||||
const handleSubmit = (values, { setSubmitting }) => {
|
||||
onSubmitFilter(values);
|
||||
setSubmitting(false);
|
||||
toggleSalesByItemsFilterDrawer(false);
|
||||
};
|
||||
|
||||
// Handle drawer close action.
|
||||
const handleDrawerClose = () => {
|
||||
toggleSalesByItemsFilterDrawer(false);
|
||||
};
|
||||
|
||||
// Handle cancel button click.
|
||||
const handleCancelClick = () => {
|
||||
toggleSalesByItemsFilterDrawer(false);
|
||||
};
|
||||
|
||||
return (
|
||||
<FinancialStatementHeader
|
||||
isOpen={salesByItemsDrawerFilter}
|
||||
drawerProps={{ onClose: handleDrawerClose }}
|
||||
>
|
||||
<Formik
|
||||
initialValues={initialValues}
|
||||
validationSchema={validationSchema}
|
||||
onSubmit={handleSubmit}
|
||||
>
|
||||
<Form>
|
||||
<Tabs animate={true} vertical={true} renderActiveTabPanelOnly={true}>
|
||||
<Tab
|
||||
id="general"
|
||||
title={<T id={'general'} />}
|
||||
panel={<SalesByItemsHeaderGeneralPanel />}
|
||||
/>
|
||||
</Tabs>
|
||||
<div class="financial-header-drawer__footer">
|
||||
<Button className={'mr1'} intent={Intent.PRIMARY} type={'submit'}>
|
||||
<T id={'calculate_report'} />
|
||||
</Button>
|
||||
<Button onClick={handleCancelClick} minimal={true}>
|
||||
<T id={'cancel'} />
|
||||
</Button>
|
||||
</div>
|
||||
</Form>
|
||||
</Formik>
|
||||
</FinancialStatementHeader>
|
||||
);
|
||||
}
|
||||
|
||||
export default compose(
|
||||
withSalesByItems(({ salesByItemsDrawerFilter }) => ({
|
||||
salesByItemsDrawerFilter,
|
||||
})),
|
||||
withSalesByItemsActions,
|
||||
)(SalesByItemsHeader);
|
||||
@@ -0,0 +1,13 @@
|
||||
import React from 'react';
|
||||
import FinancialStatementDateRange from 'containers/FinancialStatements/FinancialStatementDateRange';
|
||||
|
||||
/**
|
||||
* sells by items - Drawer header - General panel.
|
||||
*/
|
||||
export default function SalesByItemsHeaderGeneralPanel() {
|
||||
return (
|
||||
<div>
|
||||
<FinancialStatementDateRange />
|
||||
</div>
|
||||
);
|
||||
}
|
||||
@@ -0,0 +1,59 @@
|
||||
import React from 'react';
|
||||
import { useIntl } from 'react-intl';
|
||||
|
||||
import FinancialSheet from 'components/FinancialSheet';
|
||||
import { DataTable } from 'components';
|
||||
import { useSalesByItemsContext } from './SalesByItemProvider';
|
||||
import { useSalesByItemsTableColumns } from './components';
|
||||
|
||||
/**
|
||||
* Sales by items data table.
|
||||
*/
|
||||
export default function SalesByItemsTable({ companyName }) {
|
||||
const { formatMessage } = useIntl();
|
||||
|
||||
// Sales by items context.
|
||||
const {
|
||||
salesByItems: { tableRows, query },
|
||||
isLoading,
|
||||
} = useSalesByItemsContext();
|
||||
|
||||
// Sales by items table columns.
|
||||
const columns = useSalesByItemsTableColumns();
|
||||
|
||||
const rowClassNames = (row) => {
|
||||
const { original } = row;
|
||||
const rowTypes = Array.isArray(original.rowType)
|
||||
? original.rowType
|
||||
: [original.rowType];
|
||||
|
||||
return {
|
||||
...rowTypes.reduce((acc, rowType) => {
|
||||
acc[`row_type--${rowType}`] = rowType;
|
||||
return acc;
|
||||
}, {}),
|
||||
};
|
||||
};
|
||||
|
||||
return (
|
||||
<FinancialSheet
|
||||
companyName={companyName}
|
||||
sheetType={formatMessage({ id: 'sales_by_items' })}
|
||||
fromDate={query.from_date}
|
||||
toDate={query.to_date}
|
||||
name="sales-by-items"
|
||||
loading={isLoading}
|
||||
>
|
||||
<DataTable
|
||||
className="bigcapital-datatable--financial-report"
|
||||
columns={columns}
|
||||
data={tableRows}
|
||||
expandable={true}
|
||||
expandToggleColumn={1}
|
||||
expandColumnSpace={1}
|
||||
sticky={true}
|
||||
rowClassNames={rowClassNames}
|
||||
/>
|
||||
</FinancialSheet>
|
||||
);
|
||||
}
|
||||
@@ -0,0 +1,75 @@
|
||||
import React, { useMemo } from 'react';
|
||||
import { useIntl } from 'react-intl';
|
||||
import { Button } from '@blueprintjs/core';
|
||||
import { getColumnWidth } from 'utils';
|
||||
import { If, Icon } from 'components';
|
||||
import { CellTextSpan } from 'components/Datatable/Cells';
|
||||
import { useSalesByItemsContext } from './SalesByItemProvider';
|
||||
import FinancialLoadingBar from '../FinancialLoadingBar';
|
||||
|
||||
/**
|
||||
* Retrieve sales by items table columns.
|
||||
*/
|
||||
export const useSalesByItemsTableColumns = () => {
|
||||
const { formatMessage } = useIntl();
|
||||
|
||||
//sales by items context.
|
||||
const {
|
||||
salesByItems: { tableRows },
|
||||
} = useSalesByItemsContext();
|
||||
|
||||
return useMemo(
|
||||
() => [
|
||||
{
|
||||
Header: formatMessage({ id: 'item_name' }),
|
||||
accessor: (row) => (row.code ? `${row.name} - ${row.code}` : row.name),
|
||||
className: 'name',
|
||||
width: 180,
|
||||
textOverview: true,
|
||||
},
|
||||
{
|
||||
Header: formatMessage({ id: 'sold_quantity' }),
|
||||
accessor: 'quantity_sold_formatted',
|
||||
Cell: CellTextSpan,
|
||||
className: 'quantity_sold',
|
||||
width: getColumnWidth(tableRows, `quantity_sold_formatted`, {
|
||||
minWidth: 150,
|
||||
}),
|
||||
textOverview: true,
|
||||
},
|
||||
{
|
||||
Header: formatMessage({ id: 'sold_amount' }),
|
||||
accessor: 'sold_cost_formatted',
|
||||
Cell: CellTextSpan,
|
||||
className: 'sold_cost',
|
||||
width: getColumnWidth(tableRows, `sold_cost_formatted`, {
|
||||
minWidth: 150,
|
||||
}),
|
||||
textOverview: true,
|
||||
},
|
||||
{
|
||||
Header: formatMessage({ id: 'average_price' }),
|
||||
accessor: 'average_sell_price_formatted',
|
||||
Cell: CellTextSpan,
|
||||
className: 'average_sell_price',
|
||||
width: getColumnWidth(tableRows, `average_sell_price_formatted`, {
|
||||
minWidth: 150,
|
||||
}),
|
||||
textOverview: true,
|
||||
},
|
||||
],
|
||||
[tableRows, formatMessage],
|
||||
);
|
||||
};
|
||||
|
||||
/**
|
||||
* sales by items progress loading bar.
|
||||
*/
|
||||
export function SalesByItemsLoadingBar() {
|
||||
const { isFetching } = useSalesByItemsContext();
|
||||
return (
|
||||
<If condition={isFetching}>
|
||||
<FinancialLoadingBar />
|
||||
</If>
|
||||
);
|
||||
}
|
||||
@@ -0,0 +1,12 @@
|
||||
import { connect } from 'react-redux';
|
||||
import { getSalesByItemsFilterDrawer } from 'store/financialStatement/financialStatements.selectors';
|
||||
|
||||
export default (mapState) => {
|
||||
const mapStateToProps = (state, props) => {
|
||||
const mapped = {
|
||||
salesByItemsDrawerFilter: getSalesByItemsFilterDrawer(state),
|
||||
};
|
||||
return mapState ? mapState(mapped, state, props) : mapped;
|
||||
};
|
||||
return connect(mapStateToProps);
|
||||
};
|
||||
@@ -0,0 +1,9 @@
|
||||
import { connect } from 'react-redux';
|
||||
import { toggleSalesByItemsFilterDrawer } from 'store/financialStatement/financialStatements.actions';
|
||||
|
||||
export const mapDispatchToProps = (dispatch) => ({
|
||||
toggleSalesByItemsFilterDrawer: (toggle) =>
|
||||
dispatch(toggleSalesByItemsFilterDrawer(toggle)),
|
||||
});
|
||||
|
||||
export default connect(null, mapDispatchToProps);
|
||||
Reference in New Issue
Block a user