mirror of
https://github.com/bigcapitalhq/bigcapital.git
synced 2026-02-21 15:20:34 +00:00
feat(accoutant) : accountant preference.
This commit is contained in:
@@ -3,8 +3,10 @@ import * as Yup from 'yup';
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const Schema = Yup.object().shape({
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const Schema = Yup.object().shape({
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accounting_basis: Yup.string().required(),
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accounting_basis: Yup.string().required(),
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account_code_required: Yup.boolean(),
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account_code_required: Yup.boolean(),
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customer_deposit_account: Yup.number().nullable(),
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account_code_unique: Yup.boolean(),
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vendor_withdrawal_account: Yup.number().nullable(),
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deposit_account: Yup.number().nullable(),
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withdrawal_account: Yup.number().nullable(),
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advance_deposit: Yup.number().nullable(),
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});
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});
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export const AccountantSchema = Schema;
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export const AccountantSchema = Schema;
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@@ -1,5 +1,5 @@
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import React from 'react';
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import React from 'react';
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import { Form, FastField, Field } from 'formik';
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import { Form, FastField, useFormikContext } from 'formik';
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import {
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import {
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FormGroup,
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FormGroup,
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RadioGroup,
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RadioGroup,
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@@ -9,20 +9,20 @@ import {
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Intent,
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Intent,
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} from '@blueprintjs/core';
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} from '@blueprintjs/core';
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import { useHistory } from 'react-router-dom';
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import { useHistory } from 'react-router-dom';
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import { AccountsSelectList } from 'components';
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import { AccountsSelectList, FieldRequiredHint } from 'components';
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import { FieldRequiredHint } from 'components';
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import { FormattedMessage as T, useIntl } from 'react-intl';
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import { FormattedMessage as T, useIntl } from 'react-intl';
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// import { } from 'common/accountTypes';
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import { ACCOUNT_PARENT_TYPE } from 'common/accountTypes';
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import { handleStringChange, saveInvoke } from 'utils';
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import { handleStringChange, inputIntent } from 'utils';
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import { useAccountantFormContext } from './AccountantFormProvider';
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import { useAccountantFormContext } from './AccountantFormProvider';
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export default function AccountantForm() {
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export default function AccountantForm() {
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const history = useHistory();
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const history = useHistory();
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const { formatMessage } = useIntl();
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const { formatMessage } = useIntl();
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const { isSubmitting } = useFormikContext();
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const handleCloseClick = () => {
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const handleCloseClick = () => {
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history.go(-1);
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history.go(-1);
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};
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};
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@@ -38,26 +38,60 @@ export default function AccountantForm() {
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<T id={'accounts'} />
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<T id={'accounts'} />
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</strong>
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</strong>
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}
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}
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className={'accounts-checkbox'}
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>
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>
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<Checkbox
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{/*------------ account code required -----------*/}
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label={'Make account code required when create a new accounts.'}
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<FastField name={'account_code_required'} type={'checkbox'}>
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/>
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{({ field }) => (
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<Checkbox
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<FormGroup inline={true}>
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label={'Should account code be unique when create a new account.'}
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<Checkbox
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/>
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inline={true}
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label={'Make account code required when create a new accounts.'}
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name={'account_code_required'}
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{...field}
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/>
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</FormGroup>
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)}
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</FastField>
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{/*------------ account code unique -----------*/}
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<FastField name={'account_code_unique'} type={'checkbox'}>
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{({ field }) => (
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<FormGroup inline={true}>
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<Checkbox
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inline={true}
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label={
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'Should account code be unique when create a new account.'
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}
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name={'account_code_unique'}
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{...field}
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/>
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</FormGroup>
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)}
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</FastField>
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</FormGroup>
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</FormGroup>
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{/* ----------- Accounting basis ----------- */}
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{/* ----------- Accounting basis ----------- */}
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<FastField name={'accounting_basis'}>
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<FastField name={'accounting_basis'}>
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{({ form, field: { value }, meta: { error, touched } }) => (
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{({
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form: { setFieldValue },
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field: { value },
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meta: { error, touched },
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}) => (
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<FormGroup
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<FormGroup
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labelInfo={<FieldRequiredHint />}
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labelInfo={<FieldRequiredHint />}
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intent={inputIntent({ error, touched })}
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label={
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label={
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<strong>
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<strong>
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<T id={'accounting_basis_'} />
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<T id={'accounting_basis_'} />
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</strong>
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</strong>
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}
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}
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>
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>
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<RadioGroup inline={true}>
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<RadioGroup
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inline={true}
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selectedValue={value}
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onChange={handleStringChange((_value) => {
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setFieldValue('accounting_basis', _value);
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})}
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>
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<Radio label={formatMessage({ id: 'Cash' })} value="cash" />
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<Radio label={formatMessage({ id: 'Cash' })} value="cash" />
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<Radio label={formatMessage({ id: 'accrual' })} value="accrual" />
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<Radio label={formatMessage({ id: 'accrual' })} value="accrual" />
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</RadioGroup>
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</RadioGroup>
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@@ -66,8 +100,12 @@ export default function AccountantForm() {
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</FastField>
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</FastField>
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{/* ----------- Deposit customer account ----------- */}
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{/* ----------- Deposit customer account ----------- */}
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<FastField name={'deposit_customer_account'}>
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<FastField name={'deposit_account'}>
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{({ form, field: { value }, meta: { error, touched } }) => (
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{({
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form: { values, setFieldValue },
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field: { value },
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meta: { error, touched },
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}) => (
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<FormGroup
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<FormGroup
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label={
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label={
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<strong>
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<strong>
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@@ -78,20 +116,28 @@ export default function AccountantForm() {
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'Select a preferred account to deposit into it after customer make payment.'
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'Select a preferred account to deposit into it after customer make payment.'
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}
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}
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labelInfo={<FieldRequiredHint />}
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labelInfo={<FieldRequiredHint />}
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intent={inputIntent({ error, touched })}
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>
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>
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<AccountsSelectList
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<AccountsSelectList
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accounts={accounts}
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accounts={accounts}
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// onAccountSelected
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onAccountSelected={({ id }) => {
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setFieldValue('deposit_account', id);
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}}
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selectedAccountId={value}
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defaultSelectText={<T id={'select_payment_account'} />}
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defaultSelectText={<T id={'select_payment_account'} />}
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// filterByTypes={['current_asset']}
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// filterByParentTypes={[ACCOUNT_PARENT_TYPE.CURRENT_ASSET]}
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/>
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/>
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</FormGroup>
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</FormGroup>
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)}
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)}
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</FastField>
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</FastField>
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{/* ----------- Withdrawal customer account ----------- */}
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{/* ----------- Withdrawal vendor account ----------- */}
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<FastField name={'withdrawal_customer_account'}>
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<FastField name={'withdrawal_account'}>
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{({ form, field: { value }, meta: { error, touched } }) => (
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{({
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form: { values, setFieldValue },
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field: { value },
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meta: { error, touched },
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}) => (
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<FormGroup
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<FormGroup
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label={
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label={
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<strong>
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<strong>
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@@ -102,19 +148,27 @@ export default function AccountantForm() {
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'Select a preferred account to deposit into it after customer make payment.'
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'Select a preferred account to deposit into it after customer make payment.'
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}
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}
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labelInfo={<FieldRequiredHint />}
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labelInfo={<FieldRequiredHint />}
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intent={inputIntent({ error, touched })}
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>
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>
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<AccountsSelectList
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<AccountsSelectList
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accounts={accounts}
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accounts={accounts}
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onAccountSelected={({ id }) => {
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setFieldValue('withdrawal_account', id);
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}}
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selectedAccountId={value}
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defaultSelectText={<T id={'select_payment_account'} />}
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defaultSelectText={<T id={'select_payment_account'} />}
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// filterByTypes={['current_asset']}
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/>
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/>
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</FormGroup>
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</FormGroup>
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)}
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)}
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</FastField>
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</FastField>
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{/* ----------- Withdrawal customer account ----------- */}
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{/* ----------- Withdrawal customer account ----------- */}
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<FastField name={'vendor_advance_deposit'}>
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<FastField name={'advance_deposit'}>
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{({ form, field: { value }, meta: { error, touched } }) => (
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{({
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form: { values, setFieldValue },
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field: { value },
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meta: { error, touched },
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}) => (
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<FormGroup
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<FormGroup
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label={
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label={
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<strong>
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<strong>
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@@ -125,17 +179,23 @@ export default function AccountantForm() {
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'Select a preferred account to deposit into it vendor advanced deposits.'
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'Select a preferred account to deposit into it vendor advanced deposits.'
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}
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}
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labelInfo={<FieldRequiredHint />}
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labelInfo={<FieldRequiredHint />}
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intent={inputIntent({ error, touched })}
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>
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>
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<AccountsSelectList
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<AccountsSelectList
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accounts={accounts}
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accounts={accounts}
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onAccountSelected={({ id }) => {
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setFieldValue('advance_deposit', id);
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}}
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selectedAccountId={value}
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defaultSelectText={<T id={'select_payment_account'} />}
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defaultSelectText={<T id={'select_payment_account'} />}
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// filterByTypes={['current_asset', 'other_current_asset']}
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// filterByParentTypes={[ACCOUNT_PARENT_TYPE.CURRENT_ASSET]}
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/>
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/>
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</FormGroup>
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</FormGroup>
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)}
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)}
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</FastField>
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</FastField>
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<div className={'card__footer'}>
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<div className={'card__footer'}>
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<Button intent={Intent.PRIMARY} type="submit">
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<Button intent={Intent.PRIMARY} disabled={isSubmitting} type="submit">
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<T id={'save'} />
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<T id={'save'} />
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</Button>
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</Button>
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<Button onClick={handleCloseClick}>
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<Button onClick={handleCloseClick}>
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@@ -1,28 +1,72 @@
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import React, { useEffect } from 'react';
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import React, { useEffect } from 'react';
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import classNames from 'classnames';
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import classNames from 'classnames';
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import { Formik } from 'formik';
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import { Formik } from 'formik';
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import { pick } from 'lodash';
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import { Intent } from '@blueprintjs/core';
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import { CLASSES } from 'common/classes';
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import { CLASSES } from 'common/classes';
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import { AppToaster } from 'components';
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import { useIntl } from 'react-intl';
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import withDashboardActions from 'containers/Dashboard/withDashboardActions';
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import withSettings from 'containers/Settings/withSettings';
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import AccountantForm from './AccountantForm';
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import AccountantForm from './AccountantForm';
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import { AccountantSchema } from './Accountant.schema';
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import { AccountantSchema } from './Accountant.schema';
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import { useAccountantFormContext } from './AccountantFormProvider';
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import { useAccountantFormContext } from './AccountantFormProvider';
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import { transformToOptions } from './utils';
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import withDashboardActions from 'containers/Dashboard/withDashboardActions';
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import { compose, transformGeneralSettings } from 'utils';
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import { compose } from 'utils';
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import 'style/pages/Preferences/Accounting.scss';
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import 'style/pages/Preferences/Accounting.scss';
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// Accountant preferences.
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// Accountant preferences.
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function AccountantFormPage({ changePreferencesPageTitle }) {
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function AccountantFormPage({
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//# withDashboardActions
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changePreferencesPageTitle,
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// #withSettings
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organizationSettings,
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paymentReceiveSettings,
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accountsSettings,
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billPaymentSettings,
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}) {
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const { formatMessage } = useIntl();
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const { saveSettingMutate } = useAccountantFormContext();
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const { saveSettingMutate } = useAccountantFormContext();
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const initialValues = {};
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const accountantSettings = {
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...billPaymentSettings,
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...accountsSettings,
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...pick(organizationSettings, ['accountingBasis']),
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...pick(paymentReceiveSettings, ['depositAccount', 'advanceDeposit']),
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};
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const initialValues = {
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...transformGeneralSettings(accountantSettings),
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};
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useEffect(() => {
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useEffect(() => {
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changePreferencesPageTitle('Accountant');
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changePreferencesPageTitle(formatMessage({ id: 'accountant' }));
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}, [changePreferencesPageTitle]);
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}, [changePreferencesPageTitle]);
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|
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const handleFormSubmit = (values, { setSubmitting }) => {
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const options = transformToOptions(values);
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setSubmitting(true);
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const onSuccess = () => {
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AppToaster.show({
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|
message: formatMessage({
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id: 'the_accountant_preferences_has_been_saved',
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}),
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|
intent: Intent.SUCCESS,
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|
});
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setSubmitting(false);
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|
};
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|
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|
const onError = (errors) => {
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|
setSubmitting(false);
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|
};
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|
saveSettingMutate({ options }).then(onSuccess).catch(onError);
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|
};
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|
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return (
|
return (
|
||||||
<div
|
<div
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className={classNames(
|
className={classNames(
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||||||
@@ -34,6 +78,7 @@ function AccountantFormPage({ changePreferencesPageTitle }) {
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<Formik
|
<Formik
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initialValues={initialValues}
|
initialValues={initialValues}
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validationSchema={AccountantSchema}
|
validationSchema={AccountantSchema}
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||||||
|
onSubmit={handleFormSubmit}
|
||||||
component={AccountantForm}
|
component={AccountantForm}
|
||||||
/>
|
/>
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||||||
</div>
|
</div>
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||||||
@@ -41,4 +86,19 @@ function AccountantFormPage({ changePreferencesPageTitle }) {
|
|||||||
);
|
);
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||||||
}
|
}
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|
|
||||||
export default compose(withDashboardActions)(AccountantFormPage);
|
export default compose(
|
||||||
|
withSettings(
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||||||
|
({
|
||||||
|
organizationSettings,
|
||||||
|
paymentReceiveSettings,
|
||||||
|
accountsSettings,
|
||||||
|
billPaymentSettings,
|
||||||
|
}) => ({
|
||||||
|
organizationSettings,
|
||||||
|
paymentReceiveSettings,
|
||||||
|
accountsSettings,
|
||||||
|
billPaymentSettings,
|
||||||
|
}),
|
||||||
|
),
|
||||||
|
withDashboardActions,
|
||||||
|
)(AccountantFormPage);
|
||||||
|
|||||||
37
client/src/containers/Preferences/Accountant/utils.js
Normal file
37
client/src/containers/Preferences/Accountant/utils.js
Normal file
@@ -0,0 +1,37 @@
|
|||||||
|
export const transformToOptions = (option) => {
|
||||||
|
return [
|
||||||
|
{
|
||||||
|
key: 'accounting_basis',
|
||||||
|
value: option.accounting_basis,
|
||||||
|
group: 'organization',
|
||||||
|
},
|
||||||
|
{
|
||||||
|
key: 'withdrawal_account',
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||||||
|
value: option.withdrawal_account,
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||||||
|
group: 'bill_payments',
|
||||||
|
},
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||||||
|
{
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||||||
|
key: 'deposit_account',
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||||||
|
value: option.deposit_account,
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||||||
|
group: 'payment_receives',
|
||||||
|
},
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||||||
|
{
|
||||||
|
key: 'advance_deposit',
|
||||||
|
value: option.advance_deposit,
|
||||||
|
group: 'payment_receives',
|
||||||
|
},
|
||||||
|
{
|
||||||
|
key: 'account_code_required',
|
||||||
|
value: option.account_code_required,
|
||||||
|
group: 'accounts',
|
||||||
|
},
|
||||||
|
{
|
||||||
|
|
||||||
|
key: 'account_code_unique',
|
||||||
|
value: option.account_code_unique,
|
||||||
|
group: 'accounts',
|
||||||
|
},
|
||||||
|
];
|
||||||
|
};
|
||||||
|
|
||||||
|
|
||||||
@@ -1,4 +1,3 @@
|
|||||||
|
|
||||||
// Accountant.
|
// Accountant.
|
||||||
// ---------------------------------
|
// ---------------------------------
|
||||||
.preferences-page__inside-content--accountant {
|
.preferences-page__inside-content--accountant {
|
||||||
@@ -13,22 +12,20 @@
|
|||||||
.bp3-button {
|
.bp3-button {
|
||||||
min-width: 60px;
|
min-width: 60px;
|
||||||
|
|
||||||
+ .bp3-button{
|
+ .bp3-button {
|
||||||
margin-left: 10px;
|
margin-left: 10px;
|
||||||
}
|
}
|
||||||
}
|
}
|
||||||
}
|
}
|
||||||
}
|
}
|
||||||
|
|
||||||
.form-group--select-list{
|
.form-group--select-list {
|
||||||
|
button {
|
||||||
button{
|
|
||||||
min-width: 250px;
|
min-width: 250px;
|
||||||
}
|
}
|
||||||
}
|
}
|
||||||
.bp3-form-group {
|
.bp3-form-group {
|
||||||
|
.bp3-form-helper-text {
|
||||||
.bp3-form-helper-text{
|
|
||||||
margin-top: 7px;
|
margin-top: 7px;
|
||||||
}
|
}
|
||||||
|
|
||||||
@@ -36,4 +33,12 @@
|
|||||||
margin-bottom: 7px;
|
margin-bottom: 7px;
|
||||||
}
|
}
|
||||||
}
|
}
|
||||||
}
|
.bp3-form-group.accounts-checkbox {
|
||||||
|
.bp3-form-group.bp3-inline {
|
||||||
|
margin-bottom: 7px;
|
||||||
|
}
|
||||||
|
.bp3-control.bp3-inline {
|
||||||
|
margin-bottom: 0;
|
||||||
|
}
|
||||||
|
}
|
||||||
|
}
|
||||||
|
|||||||
@@ -616,4 +616,7 @@ export const updateTableRow = (rowIndex, columnId, value) => (old) => {
|
|||||||
}
|
}
|
||||||
return row;
|
return row;
|
||||||
});
|
});
|
||||||
};
|
};
|
||||||
|
export const transformGeneralSettings = (data) => {
|
||||||
|
return _.mapKeys(data, (value, key) => _.snakeCase(key));
|
||||||
|
};
|
||||||
|
|||||||
Reference in New Issue
Block a user