mirror of
https://github.com/bigcapitalhq/bigcapital.git
synced 2026-02-17 05:10:31 +00:00
feat: Credit note.
This commit is contained in:
elforjani13
@@ -0,0 +1,109 @@
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import React from 'react';
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import { useHistory } from 'react-router-dom';
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import { useFormikContext } from 'formik';
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import {
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Intent,
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Button,
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ButtonGroup,
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Popover,
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PopoverInteractionKind,
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Position,
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Menu,
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MenuItem,
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} from '@blueprintjs/core';
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import { If, Icon, FormattedMessage as T } from 'components';
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import { CLASSES } from 'common/classes';
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import classNames from 'classnames';
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import { useCreditNoteFormContext } from './CreditNoteFormProvider';
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/**
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* Credit note floating actions.
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*/
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export default function CreditNoteFloatingActions() {
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const history = useHistory();
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// Formik context.
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const { resetForm, submitForm, isSubmitting } = useFormikContext();
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// Credit note form context.
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const { setSubmitPayload } = useCreditNoteFormContext();
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// Handle cancel button click.
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const handleCancelBtnClick = (event) => {
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history.goBack();
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};
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const handleClearBtnClick = (event) => {
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resetForm();
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};
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return (
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<div className={classNames(CLASSES.PAGE_FORM_FLOATING_ACTIONS)}>
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{/* ----------- Save And Deliver ----------- */}
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<ButtonGroup>
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<Button
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disabled={isSubmitting}
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loading={isSubmitting}
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intent={Intent.PRIMARY}
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text={<T id={'save_and_deliver'} />}
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/>
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<Popover
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content={
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<Menu>
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<MenuItem text={<T id={'deliver_and_new'} />} />
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<MenuItem text={<T id={'deliver_continue_editing'} />} />
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</Menu>
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}
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minimal={true}
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interactionKind={PopoverInteractionKind.CLICK}
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position={Position.BOTTOM_LEFT}
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>
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<Button
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disabled={isSubmitting}
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intent={Intent.PRIMARY}
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rightIcon={<Icon icon="arrow-drop-up-16" iconSize={20} />}
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/>
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</Popover>
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</ButtonGroup>
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{/* ----------- Save As Draft ----------- */}
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<ButtonGroup>
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<Button
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disabled={isSubmitting}
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className={'ml1'}
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text={<T id={'save_as_draft'} />}
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/>
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<Popover
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content={
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<Menu>
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<MenuItem text={<T id={'save_and_new'} />} />
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<MenuItem text={<T id={'save_continue_editing'} />} />
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</Menu>
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}
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minimal={true}
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interactionKind={PopoverInteractionKind.CLICK}
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position={Position.BOTTOM_LEFT}
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>
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<Button
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disabled={isSubmitting}
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rightIcon={<Icon icon="arrow-drop-up-16" iconSize={20} />}
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/>
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</Popover>
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</ButtonGroup>
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{/* ----------- Save and New ----------- */}
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{/* ----------- Clear & Reset----------- */}
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<Button
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className={'ml1'}
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disabled={isSubmitting}
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onClick={handleClearBtnClick}
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// text={ ? <T id={'reset'} /> : <T id={'clear'} />}
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/>
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{/* ----------- Cancel ----------- */}
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<Button
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className={'ml1'}
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onClick={handleCancelBtnClick}
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text={<T id={'cancel'} />}
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/>
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</div>
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);
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}
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@@ -0,0 +1,118 @@
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import React from 'react';
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import { useHistory } from 'react-router-dom';
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import { Formik, Form } from 'formik';
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import { Intent } from '@blueprintjs/core';
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import intl from 'react-intl-universal';
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import { sumBy, omit, isEmpty } from 'lodash';
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import classNames from 'classnames';
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import { CLASSES } from 'common/classes';
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import {
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getCreateCreditNoteFormSchema,
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getEditCreditNoteFormSchema,
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} from './CreditNoteForm.schema';
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import CreditNoteFormHeader from './CreditNoteFormHeader';
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import CreditNoteItemsEntriesEditorField from './CreditNoteItemsEntriesEditorField';
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import CreditNoteFormFooter from './CreditNoteFormFooter';
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import CreditNoteFloatingActions from './CreditNoteFloatingActions';
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import { AppToaster } from 'components';
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import { compose, orderingLinesIndexes, transactionNumber } from 'utils';
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import { useCreditNoteFormContext } from './CreditNoteFormProvider';
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import { transformToEditForm, defaultCreditNote } from './utils';
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import withSettings from 'containers/Settings/withSettings';
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import withCurrentOrganization from 'containers/Organization/withCurrentOrganization';
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/**
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* Credit note form.
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*/
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function CreditNoteForm({
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// #withSettings
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// #withCurrentOrganization
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organization: { base_currency },
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}) {
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const history = useHistory();
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// Credit note form context.
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const { invoice } = useCreditNoteFormContext();
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// Initial values.
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const initialValues = React.useMemo(
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() => ({
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...(!isEmpty(invoice)
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? { ...transformToEditForm(invoice), currency_code: base_currency }
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: {
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...defaultCreditNote,
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entries: orderingLinesIndexes(defaultCreditNote.entries),
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currency_code: base_currency,
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}),
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}),
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[],
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);
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// Handle form submit.
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const handleSubmit = (values, { setSubmitting, setErrors, resetForm }) => {
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setSubmitting(true);
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const entries = values.entries.filter(
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(item) => item.item_id && item.quantity,
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);
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const totalQuantity = sumBy(entries, (entry) => parseInt(entry.quantity));
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// Throw danger toaster in case total quantity equals zero.
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if (totalQuantity === 0) {
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AppToaster.show({
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message: intl.get('quantity_cannot_be_zero_or_empty'),
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intent: Intent.DANGER,
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});
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setSubmitting(false);
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return;
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}
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// Transformes the values of the form to request.
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const form = {
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// ...transformValueToRequest(values),
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};
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// Handle the request success.
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const onSuccess = () => {};
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// Handle the request error.
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const onError = ({
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response: {
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data: { errors },
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},
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}) => {};
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};
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const CreateCreditNoteFormSchema = getCreateCreditNoteFormSchema();
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const EditCreditNoteFormSchema = getEditCreditNoteFormSchema();
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return (
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<div
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className={classNames(
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CLASSES.PAGE_FORM,
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CLASSES.PAGE_FORM_STRIP_STYLE,
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CLASSES.PAGE_FORM_CREDIT_NOTE,
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)}
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>
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<Formik
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validationSchema={
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true ? CreateCreditNoteFormSchema : EditCreditNoteFormSchema
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}
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initialValues={initialValues}
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onSubmit={handleSubmit}
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>
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<Form>
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<CreditNoteFormHeader />
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<CreditNoteItemsEntriesEditorField />
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<CreditNoteFormFooter />
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<CreditNoteFloatingActions />
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</Form>
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</Formik>
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</div>
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);
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}
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export default compose(withCurrentOrganization())(CreditNoteForm);
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@@ -0,0 +1,51 @@
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import * as Yup from 'yup';
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import intl from 'react-intl-universal';
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import { DATATYPES_LENGTH } from 'common/dataTypes';
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import { isBlank } from 'utils';
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const getSchema = () => Yup.object().shape({
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customer_id: Yup.string()
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.label(intl.get('customer_name_'))
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.required(),
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invoice_date: Yup.date()
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.required()
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.label(intl.get('invoice_date_')),
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invoice_no: Yup.string()
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.max(DATATYPES_LENGTH.STRING)
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.label(intl.get('invoice_no_')),
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reference_no: Yup.string().min(1).max(DATATYPES_LENGTH.STRING),
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delivered: Yup.boolean(),
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invoice_message: Yup.string()
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.trim()
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.min(1)
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.max(DATATYPES_LENGTH.TEXT)
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.label(intl.get('note')),
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terms_conditions: Yup.string()
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.trim()
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.min(1)
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.max(DATATYPES_LENGTH.TEXT)
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.label(intl.get('note')),
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entries: Yup.array().of(
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Yup.object().shape({
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quantity: Yup.number()
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.nullable()
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.max(DATATYPES_LENGTH.INT_10)
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.when(['rate'], {
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is: (rate) => rate,
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then: Yup.number().required(),
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}),
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rate: Yup.number().nullable().max(DATATYPES_LENGTH.INT_10),
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item_id: Yup.number()
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.nullable()
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.when(['quantity', 'rate'], {
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is: (quantity, rate) => !isBlank(quantity) && !isBlank(rate),
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then: Yup.number().required(),
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}),
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discount: Yup.number().nullable().min(0).max(100),
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description: Yup.string().nullable().max(DATATYPES_LENGTH.TEXT),
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}),
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),
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});
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export const getCreateCreditNoteFormSchema = getSchema;
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export const getEditCreditNoteFormSchema = getSchema;
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@@ -0,0 +1,51 @@
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import React from 'react';
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import { FastField } from 'formik';
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import { FormGroup, TextArea } from '@blueprintjs/core';
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import { FormattedMessage as T } from 'components';
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import { CLASSES } from 'common/classes';
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import { Row, Col, Postbox } from 'components';
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import { inputIntent } from 'utils';
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import classNames from 'classnames';
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/**
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* Credit note form footer.
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*/
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export default function CreditNoteFormFooter() {
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return (
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<div className={classNames(CLASSES.PAGE_FORM_FOOTER)}>
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<Postbox
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title={<T id={'credit_note.label_credit_note_details'} />}
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defaultOpen={false}
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>
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<Row>
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<Col md={8}>
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{/* --------- Customer notes --------- */}
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<FastField name={'invoice_message'}>
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{({ field, meta: { error, touched } }) => (
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<FormGroup
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label={<T id={'credit_note.label_customer_note'} />}
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className={'form-group--customer_notes'}
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intent={inputIntent({ error, touched })}
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>
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<TextArea growVertically={true} {...field} />
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</FormGroup>
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)}
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</FastField>
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{/* --------- Terms and conditions --------- */}
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<FastField name={'terms_conditions'}>
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{({ field, meta: { error, touched } }) => (
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<FormGroup
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label={<T id={'terms_conditions'} />}
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className={'form-group--terms_conditions'}
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intent={inputIntent({ error, touched })}
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>
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<TextArea growVertically={true} {...field} />
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</FormGroup>
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)}
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</FastField>
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</Col>
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</Row>
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</Postbox>
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</div>
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);
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}
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@@ -0,0 +1,42 @@
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import React from 'react';
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import { useFormikContext } from 'formik';
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import intl from 'react-intl-universal';
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import classNames from 'classnames';
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import { CLASSES } from 'common/classes';
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import CreditNoteFormHeaderFields from './CreditNoteFormHeaderFields';
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import { getEntriesTotal } from 'containers/Entries/utils';
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import { PageFormBigNumber } from 'components';
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import withCurrentOrganization from 'containers/Organization/withCurrentOrganization';
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import { compose } from 'utils';
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/**
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* Credit note header.
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*/
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function CreditNoteFormHeader({
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// #withCurrentOrganization
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organization: { base_currency },
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}) {
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const { values } = useFormikContext();
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// Calculate the total amount.
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const totalAmount = React.useMemo(
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() => getEntriesTotal(values.entries),
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[values.entries],
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);
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return (
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<div className={classNames(CLASSES.PAGE_FORM_HEADER)}>
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<CreditNoteFormHeaderFields />
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<PageFormBigNumber
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label={intl.get('due_amount')}
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amount={totalAmount}
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currencyCode={base_currency}
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/>
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</div>
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);
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}
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export default compose(withCurrentOrganization())(CreditNoteFormHeader);
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@@ -0,0 +1,125 @@
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import React from 'react';
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import { FormGroup, InputGroup, Position } from '@blueprintjs/core';
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import { DateInput } from '@blueprintjs/datetime';
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import { FastField, Field, ErrorMessage } from 'formik';
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import { CLASSES } from 'common/classes';
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import classNames from 'classnames';
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import {
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ContactSelecetList,
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FieldRequiredHint,
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Icon,
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FormattedMessage as T,
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} from 'components';
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import { customerNameFieldShouldUpdate } from './utils';
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import { useCreditNoteFormContext } from './CreditNoteFormProvider';
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import withSettings from 'containers/Settings/withSettings';
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import withDialogActions from 'containers/Dialog/withDialogActions';
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import {
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momentFormatter,
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compose,
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tansformDateValue,
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inputIntent,
|
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handleDateChange,
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} from 'utils';
|
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/**
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* Credit note form header fields.
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*/
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function CreditNoteFormHeaderFields() {
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// Credit note form context.
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const { customers } = useCreditNoteFormContext();
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return (
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<div className={classNames(CLASSES.PAGE_FORM_HEADER_FIELDS)}>
|
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{/* ----------- Customer name ----------- */}
|
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<FastField
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name={'customer_id'}
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customers={customers}
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shouldUpdate={customerNameFieldShouldUpdate}
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>
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{({ form, field: { value }, meta: { error, touched } }) => (
|
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<FormGroup
|
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label={<T id={'customer_name'} />}
|
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inline={true}
|
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className={classNames(
|
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'form-group--customer-name',
|
||||
'form-group--select-list',
|
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CLASSES.FILL,
|
||||
)}
|
||||
labelInfo={<FieldRequiredHint />}
|
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intent={inputIntent({ error, touched })}
|
||||
helperText={<ErrorMessage name={'customer_id'} />}
|
||||
>
|
||||
<ContactSelecetList
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contactsList={customers}
|
||||
selectedContactId={value}
|
||||
defaultSelectText={<T id={'select_customer_account'} />}
|
||||
onContactSelected={(customer) => {
|
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form.setFieldValue('customer_id', customer.id);
|
||||
}}
|
||||
popoverFill={true}
|
||||
/>
|
||||
</FormGroup>
|
||||
)}
|
||||
</FastField>
|
||||
{/* ----------- Credit note date ----------- */}
|
||||
<FastField name={'invoice_date'}>
|
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{({ form, field: { value }, meta: { error, touched } }) => (
|
||||
<FormGroup
|
||||
label={<T id={'credit_note.label_credit_note_date'} />}
|
||||
inline={true}
|
||||
labelInfo={<FieldRequiredHint />}
|
||||
className={classNames('form-group--credit_note_date', CLASSES.FILL)}
|
||||
intent={inputIntent({ error, touched })}
|
||||
helperText={<ErrorMessage name="invoice_date" />}
|
||||
>
|
||||
<DateInput
|
||||
{...momentFormatter('YYYY/MM/DD')}
|
||||
value={tansformDateValue(value)}
|
||||
onChange={handleDateChange((formattedDate) => {
|
||||
form.setFieldValue('invoice_date', formattedDate);
|
||||
})}
|
||||
popoverProps={{ position: Position.BOTTOM_LEFT, minimal: true }}
|
||||
inputProps={{
|
||||
leftIcon: <Icon icon={'date-range'} />,
|
||||
}}
|
||||
/>
|
||||
</FormGroup>
|
||||
)}
|
||||
</FastField>
|
||||
{/* ----------- Credit note # ----------- */}
|
||||
<Field name={'invoice_no'}>
|
||||
{({ form, field, meta: { error, touched } }) => (
|
||||
<FormGroup
|
||||
label={<T id={'credit_note.label_credit_note'} />}
|
||||
labelInfo={<FieldRequiredHint />}
|
||||
inline={true}
|
||||
className={classNames('form-group--invoice-no', CLASSES.FILL)}
|
||||
intent={inputIntent({ error, touched })}
|
||||
helperText={<ErrorMessage name="invoice_no" />}
|
||||
>
|
||||
<InputGroup minimal={true} {...field} />
|
||||
</FormGroup>
|
||||
)}
|
||||
</Field>
|
||||
{/* ----------- Reference ----------- */}
|
||||
<FastField name={'reference_no'}>
|
||||
{({ field, meta: { error, touched } }) => (
|
||||
<FormGroup
|
||||
label={<T id={'reference_no'} />}
|
||||
inline={true}
|
||||
className={classNames('form-group--reference', CLASSES.FILL)}
|
||||
intent={inputIntent({ error, touched })}
|
||||
helperText={<ErrorMessage name="reference_no" />}
|
||||
>
|
||||
<InputGroup minimal={true} {...field} />
|
||||
</FormGroup>
|
||||
)}
|
||||
</FastField>
|
||||
</div>
|
||||
);
|
||||
}
|
||||
|
||||
export default CreditNoteFormHeaderFields;
|
||||
@@ -0,0 +1,21 @@
|
||||
import React from 'react';
|
||||
import { useParams } from 'react-router-dom';
|
||||
|
||||
import '../../../../style/pages/CreditNote/PageForm.scss';
|
||||
|
||||
import CreditNoteForm from './CreditNoteForm';
|
||||
import { CreditNoteFormProvider } from './CreditNoteFormProvider';
|
||||
|
||||
/**
|
||||
* Credit note form page.
|
||||
*/
|
||||
export default function CreditNoteFormPage() {
|
||||
const { id } = useParams();
|
||||
const idAsInteger = parseInt(id, 10);
|
||||
|
||||
return (
|
||||
<CreditNoteFormProvider creditNoteId={idAsInteger}>
|
||||
<CreditNoteForm />
|
||||
</CreditNoteFormProvider>
|
||||
);
|
||||
}
|
||||
@@ -0,0 +1,74 @@
|
||||
import React from 'react';
|
||||
import { useLocation } from 'react-router-dom';
|
||||
import { isEmpty, pick } from 'lodash';
|
||||
import DashboardInsider from 'components/Dashboard/DashboardInsider';
|
||||
import { transformToEditForm } from './utils';
|
||||
|
||||
import { useInvoice, useItems, useCustomers } from 'hooks/query';
|
||||
|
||||
const CreditNoteFormContext = React.createContext();
|
||||
|
||||
/**
|
||||
* Credit note data provider.
|
||||
*/
|
||||
function CreditNoteFormProvider({ creditNoteId, ...props }) {
|
||||
const { state } = useLocation();
|
||||
const invoiceId = state?.action;
|
||||
|
||||
// Fetches the invoice by the given id.
|
||||
const { data: invoice, isLoading: isInvoiceLoading } = useInvoice(invoiceId, {
|
||||
enabled: !!invoiceId,
|
||||
});
|
||||
|
||||
// Handle fetch customers data table or list
|
||||
const {
|
||||
data: { customers },
|
||||
isLoading: isCustomersLoading,
|
||||
} = useCustomers({ page_size: 10000 });
|
||||
|
||||
// Handle fetching the items table based on the given query.
|
||||
const {
|
||||
data: { items },
|
||||
isLoading: isItemsLoading,
|
||||
} = useItems({
|
||||
page_size: 10000,
|
||||
});
|
||||
|
||||
// const newCreditNote =
|
||||
|
||||
// Create and edit credit note mutations.
|
||||
|
||||
// Form submit payload.
|
||||
const [submitPayload, setSubmitPayload] = React.useState();
|
||||
|
||||
// Determines whether the form in new mode.
|
||||
const isNewMode = !creditNoteId;
|
||||
|
||||
// Provider payload.
|
||||
const provider = {
|
||||
invoice,
|
||||
items,
|
||||
customers,
|
||||
invoiceId,
|
||||
submitPayload,
|
||||
|
||||
isItemsLoading,
|
||||
isCustomersLoading,
|
||||
|
||||
setSubmitPayload,
|
||||
isNewMode,
|
||||
};
|
||||
|
||||
return (
|
||||
<DashboardInsider
|
||||
loading={isInvoiceLoading || isItemsLoading || isCustomersLoading}
|
||||
name={'credit-note-form'}
|
||||
>
|
||||
<CreditNoteFormContext.Provider value={provider} {...props} />
|
||||
</DashboardInsider>
|
||||
);
|
||||
}
|
||||
|
||||
const useCreditNoteFormContext = () => React.useContext(CreditNoteFormContext);
|
||||
|
||||
export { CreditNoteFormProvider, useCreditNoteFormContext };
|
||||
@@ -0,0 +1,41 @@
|
||||
import React from 'react';
|
||||
import { FastField } from 'formik';
|
||||
import classNames from 'classnames';
|
||||
import { CLASSES } from 'common/classes';
|
||||
import ItemsEntriesTable from 'containers/Entries/ItemsEntriesTable';
|
||||
import { useCreditNoteFormContext } from './CreditNoteFormProvider';
|
||||
import { entriesFieldShouldUpdate } from './utils';
|
||||
|
||||
/**
|
||||
* Credit note items entries editor field.
|
||||
*/
|
||||
export default function CreditNoteItemsEntriesEditorField() {
|
||||
const { items } = useCreditNoteFormContext();
|
||||
|
||||
return (
|
||||
<div className={classNames(CLASSES.PAGE_FORM_BODY)}>
|
||||
<FastField
|
||||
name={'entries'}
|
||||
items={items}
|
||||
shouldUpdate={entriesFieldShouldUpdate}
|
||||
>
|
||||
{({
|
||||
form: { values, setFieldValue },
|
||||
field: { value },
|
||||
meta: { error, touched },
|
||||
}) => (
|
||||
<ItemsEntriesTable
|
||||
entries={value}
|
||||
onUpdateData={(entries) => {
|
||||
setFieldValue('entries', entries);
|
||||
}}
|
||||
items={items}
|
||||
errors={error}
|
||||
linesNumber={4}
|
||||
currencyCode={values.currency_code}
|
||||
/>
|
||||
)}
|
||||
</FastField>
|
||||
</div>
|
||||
);
|
||||
}
|
||||
88
src/containers/Sales/CreditNotes/CreditNoteForm/utils.js
Normal file
88
src/containers/Sales/CreditNotes/CreditNoteForm/utils.js
Normal file
@@ -0,0 +1,88 @@
|
||||
import React from 'react';
|
||||
import moment from 'moment';
|
||||
import intl from 'react-intl-universal';
|
||||
import { useFormikContext } from 'formik';
|
||||
import { Intent } from '@blueprintjs/core';
|
||||
import { omit } from 'lodash';
|
||||
|
||||
import {
|
||||
compose,
|
||||
transformToForm,
|
||||
repeatValue,
|
||||
transactionNumber,
|
||||
defaultFastFieldShouldUpdate,
|
||||
} from 'utils';
|
||||
import { AppToaster } from 'components';
|
||||
import {
|
||||
updateItemsEntriesTotal,
|
||||
ensureEntriesHaveEmptyLine,
|
||||
} from 'containers/Entries/utils';
|
||||
|
||||
export const MIN_LINES_NUMBER = 4;
|
||||
|
||||
// Default entry object.
|
||||
export const defaultCreditNoteEntry = {
|
||||
index: 0,
|
||||
item_id: '',
|
||||
rate: '',
|
||||
discount: '',
|
||||
quantity: '',
|
||||
description: '',
|
||||
amount: '',
|
||||
};
|
||||
|
||||
// Default credit note object.
|
||||
export const defaultCreditNote = {
|
||||
customer_id: '',
|
||||
invoice_date: moment(new Date()).format('YYYY-MM-DD'),
|
||||
invoice_no: '',
|
||||
invoice_no_manually: false,
|
||||
reference_no: '',
|
||||
invoice_message: '',
|
||||
terms_conditions: '',
|
||||
entries: [...repeatValue(defaultCreditNoteEntry, MIN_LINES_NUMBER)],
|
||||
};
|
||||
|
||||
/**
|
||||
* Transform credit note to initial values in edit mode.
|
||||
*/
|
||||
export function transformToEditForm(creditNote) {
|
||||
const initialEntries = [
|
||||
...creditNote.entries.map((creditNote) => ({
|
||||
...transformToForm(creditNote, defaultCreditNoteEntry),
|
||||
})),
|
||||
...repeatValue(
|
||||
defaultCreditNoteEntry,
|
||||
Math.max(MIN_LINES_NUMBER - creditNote.entries.length, 0),
|
||||
),
|
||||
];
|
||||
const entries = compose(
|
||||
ensureEntriesHaveEmptyLine(defaultCreditNoteEntry),
|
||||
updateItemsEntriesTotal,
|
||||
)(initialEntries);
|
||||
|
||||
return {
|
||||
...transformToForm(creditNote, defaultCreditNote),
|
||||
entries,
|
||||
};
|
||||
}
|
||||
|
||||
/**
|
||||
* Determines customer name field when should update.
|
||||
*/
|
||||
export const customerNameFieldShouldUpdate = (newProps, oldProps) => {
|
||||
return (
|
||||
newProps.customers !== oldProps.customers ||
|
||||
defaultFastFieldShouldUpdate(newProps, oldProps)
|
||||
);
|
||||
};
|
||||
|
||||
/**
|
||||
* Determines invoice entries field when should update.
|
||||
*/
|
||||
export const entriesFieldShouldUpdate = (newProps, oldProps) => {
|
||||
return (
|
||||
newProps.items !== oldProps.items ||
|
||||
defaultFastFieldShouldUpdate(newProps, oldProps)
|
||||
);
|
||||
};
|
||||
Reference in New Issue
Block a user