diff --git a/client/src/containers/Accounting/MakeJournalEntriesHeader.js b/client/src/containers/Accounting/MakeJournalEntriesHeader.js
index 48b8d8894..a2bec082e 100644
--- a/client/src/containers/Accounting/MakeJournalEntriesHeader.js
+++ b/client/src/containers/Accounting/MakeJournalEntriesHeader.js
@@ -26,7 +26,6 @@ import {
import withDialogActions from 'containers/Dialog/withDialogActions';
import withCurrencies from 'containers/Currencies/withCurrencies';
-import withSettings from 'containers/Settings/withSettings';
import { compose } from 'utils';
@@ -41,9 +40,6 @@ function MakeJournalEntriesHeader({
manualJournal,
onJournalNumberChanged,
- // #withSettings
- baseCurrency,
-
// #withCurrencies
currenciesList,
@@ -225,7 +221,7 @@ function MakeJournalEntriesHeader({
currenciesList={currenciesList}
selectedCurrencyCode={values.currency_code}
onCurrencySelected={onItemsSelect('currency_code')}
- defaultSelectText={baseCurrency}
+ defaultSelectText={values.currency_code}
/>
@@ -236,9 +232,6 @@ function MakeJournalEntriesHeader({
export default compose(
withDialogActions,
- withSettings(({ organizationSettings }) => ({
- baseCurrency: organizationSettings?.baseCurrency,
- })),
withCurrencies(({ currenciesList }) => ({
currenciesList,
})),
diff --git a/client/src/containers/Expenses/ExpenseFloatingActions.js b/client/src/containers/Expenses/ExpenseFloatingActions.js
new file mode 100644
index 000000000..eda49ee81
--- /dev/null
+++ b/client/src/containers/Expenses/ExpenseFloatingActions.js
@@ -0,0 +1,69 @@
+import React from 'react';
+import { Intent, Button } from '@blueprintjs/core';
+import { useFormikContext } from 'formik';
+import { FormattedMessage as T } from 'react-intl';
+import { CLASSES } from 'common/classes';
+import classNames from 'classnames';
+import { saveInvoke } from 'utils';
+
+/**
+ * Expense form floating actions.
+ */
+export default function ExpenseFloatingFooter({
+ isSubmitting,
+ onSubmitClick,
+ onCancelClick,
+ onDraftClick,
+ onSubmitAndNewClick,
+ expense,
+}) {
+ const handleSubmitBtnClick = (event) => {
+ saveInvoke(onSubmitClick, event);
+ };
+
+ const handleCancelBtnClick = (event) => {
+ saveInvoke(onCancelClick, event);
+ };
+
+ const handleSubmitAndDraftBtnClick = (event) => {
+ saveInvoke(onDraftClick, event);
+ };
+
+ const handleSubmitAndNewBtnClick = (event) => {
+ saveInvoke(onSubmitAndNewClick, event);
+ };
+
+ return (
+
+
+
+
+
+
+
+
+
+ );
+}
diff --git a/client/src/containers/Expenses/ExpenseFooter.js b/client/src/containers/Expenses/ExpenseFooter.js
deleted file mode 100644
index 818e9b811..000000000
--- a/client/src/containers/Expenses/ExpenseFooter.js
+++ /dev/null
@@ -1,57 +0,0 @@
-import React from 'react';
-import { Intent, Button } from '@blueprintjs/core';
-import { FormattedMessage as T } from 'react-intl';
-
-export default function ExpenseFloatingFooter({
- formik: { isSubmitting },
- onSubmitClick,
- onCancelClick,
-
- expense,
-}) {
- return (
-
-
-
-
-
-
-
-
-
- );
-}
diff --git a/client/src/containers/Expenses/ExpenseForm.js b/client/src/containers/Expenses/ExpenseForm.js
index f8266ed0c..f5543642a 100644
--- a/client/src/containers/Expenses/ExpenseForm.js
+++ b/client/src/containers/Expenses/ExpenseForm.js
@@ -11,28 +11,33 @@ import moment from 'moment';
import { Intent, FormGroup, TextArea } from '@blueprintjs/core';
import { FormattedMessage as T, useIntl } from 'react-intl';
import { pick } from 'lodash';
+import { useHistory } from 'react-router-dom';
import ExpenseFormHeader from './ExpenseFormHeader';
import ExpenseTable from './ExpenseTable';
-import ExpenseFloatingFooter from './ExpenseFooter';
+import ExpenseFloatingFooter from './ExpenseFloatingActions';
import withExpensesActions from 'containers/Expenses/withExpensesActions';
import withExpenseDetail from 'containers/Expenses/withExpenseDetail';
import withAccountsActions from 'containers/Accounts/withAccountsActions';
import withDashboardActions from 'containers/Dashboard/withDashboardActions';
import withMediaActions from 'containers/Media/withMediaActions';
+import withSettings from 'containers/Settings/withSettings';
import AppToaster from 'components/AppToaster';
import Dragzone from 'components/Dragzone';
import useMedia from 'hooks/useMedia';
-import { compose, repeatValue } from 'utils';
+import { compose, repeatValue, transformToForm } from 'utils';
const MIN_LINES_NUMBER = 4;
const ERROR = {
EXPENSE_ALREADY_PUBLISHED: 'EXPENSE.ALREADY.PUBLISHED',
};
+/**
+ * Expense form.
+ */
function ExpenseForm({
// #withMedia
requestSubmitMedia,
@@ -49,13 +54,20 @@ function ExpenseForm({
//#withExpenseDetail
expense,
+ // #withSettings
+ baseCurrency,
+ preferredPaymentAccount,
+
// #own Props
expenseId,
onFormSubmit,
onCancelForm,
}) {
- const { formatMessage } = useIntl();
const [payload, setPayload] = useState({});
+
+ const history = useHistory();
+ const { formatMessage } = useIntl();
+
const {
setFiles,
saveMedia,
@@ -67,23 +79,6 @@ function ExpenseForm({
deleteCallback: requestDeleteMedia,
});
- const handleDropFiles = useCallback((_files) => {
- setFiles(_files.filter((file) => file.uploaded === false));
- }, []);
-
- const savedMediaIds = useRef([]);
- const clearSavedMediaIds = () => {
- savedMediaIds.current = [];
- };
-
- useEffect(() => {
- if (expense && expense.id) {
- changePageTitle(formatMessage({ id: 'edit_expense' }));
- } else {
- changePageTitle(formatMessage({ id: 'new_expense' }));
- }
- }, [changePageTitle, expense, formatMessage]);
-
const validationSchema = Yup.object().shape({
beneficiary: Yup.string().label(formatMessage({ id: 'beneficiary' })),
payment_account_id: Yup.number()
@@ -117,11 +112,27 @@ function ExpenseForm({
),
});
+ const handleDropFiles = useCallback((_files) => {
+ setFiles(_files.filter((file) => file.uploaded === false));
+ }, []);
+
+ const savedMediaIds = useRef([]);
+ const clearSavedMediaIds = () => {
+ savedMediaIds.current = [];
+ };
+
+ useEffect(() => {
+ if (expense && expense.id) {
+ changePageTitle(formatMessage({ id: 'edit_expense' }));
+ } else {
+ changePageTitle(formatMessage({ id: 'new_expense' }));
+ }
+ }, [changePageTitle, expense, formatMessage]);
+
const saveInvokeSubmit = useCallback(
(payload) => {
onFormSubmit && onFormSubmit(payload);
},
-
[onFormSubmit],
);
@@ -137,12 +148,12 @@ function ExpenseForm({
const defaultInitialValues = useMemo(
() => ({
- payment_account_id: '',
+ payment_account_id: parseInt(preferredPaymentAccount),
beneficiary: '',
payment_date: moment(new Date()).format('YYYY-MM-DD'),
description: '',
reference_no: '',
- currency_code: '',
+ currency_code: baseCurrency,
categories: [...repeatValue(defaultCategory, MIN_LINES_NUMBER)],
}),
[defaultCategory],
@@ -205,7 +216,15 @@ function ExpenseForm({
}
};
- const formik = useFormik({
+ const {
+ values,
+ errors,
+ touched,
+ isSubmitting,
+ setFieldValue,
+ handleSubmit,
+ getFieldProps,
+ } = useFormik({
enableReinitialize: true,
validationSchema,
initialValues: {
@@ -294,20 +313,20 @@ function ExpenseForm({
},
});
- const handleSubmitClick = useCallback(
- (payload) => {
- setPayload(payload);
- formik.submitForm();
- },
- [setPayload, formik],
- );
+ const handleSubmitClick = useCallback(() => {
+ setPayload({ publish: true, redirect: true });
+ }, [setPayload]);
- const handleCancelClick = useCallback(
- (payload) => {
- onCancelForm && onCancelForm(payload);
- },
- [onCancelForm],
- );
+ const handleCancelClick = useCallback(() => {
+ history.goBack();
+ }, []);
+
+ const handleSubmitAndNewClick = useCallback(() => {
+ setPayload({ publish: true, redirect: false });
+ });
+ const handleSubmitAndDraftClick = useCallback(() => {
+ setPayload({ publish: false, redirect: false });
+ });
const handleDeleteFile = useCallback(
(_deletedFiles) => {
@@ -322,14 +341,14 @@ function ExpenseForm({
// Handle click on add a new line/row.
const handleClickAddNewRow = () => {
- formik.setFieldValue(
+ setFieldValue(
'categories',
- orderingCategoriesIndex([...formik.values.categories, defaultCategory]),
+ orderingCategoriesIndex([...values.categories, defaultCategory]),
);
};
const handleClearAllLines = () => {
- formik.setFieldValue(
+ setFieldValue(
'categories',
orderingCategoriesIndex([
...repeatValue(defaultCategory, MIN_LINES_NUMBER),
@@ -337,21 +356,23 @@ function ExpenseForm({
);
};
- const categories = formik.values.categories.filter(
- (category) =>
- category.amount && category.index && category.expense_account_id,
- );
-
return (
-
-
);
}
@@ -389,4 +410,8 @@ export default compose(
withDashboardActions,
withMediaActions,
withExpenseDetail(),
+ withSettings(({ organizationSettings, expenseSettings }) => ({
+ baseCurrency: organizationSettings?.baseCurrency,
+ preferredPaymentAccount: expenseSettings?.preferredPaymentAccount,
+ })),
)(ExpenseForm);
diff --git a/client/src/containers/Expenses/ExpenseFormHeader.js b/client/src/containers/Expenses/ExpenseFormHeader.js
index 31bcbda4b..0b921d92d 100644
--- a/client/src/containers/Expenses/ExpenseFormHeader.js
+++ b/client/src/containers/Expenses/ExpenseFormHeader.js
@@ -26,10 +26,21 @@ import withAccounts from 'containers/Accounts/withAccounts';
import withCustomers from 'containers/Customers/withCustomers';
function ExpenseFormHeader({
- formik: { errors, touched, setFieldValue, getFieldProps, values },
+ // #ownProps
+ errors,
+ touched,
+ setFieldValue,
+ getFieldProps,
+ values,
+
+ //withCurrencies
currenciesList,
+
+ // #withAccounts
accountsList,
accountsTypes,
+
+ // #withCustomers
customers,
}) {
const [selectedItems, setSelectedItems] = useState({});
@@ -171,6 +182,7 @@ function ExpenseFormHeader({
currenciesList={currenciesList}
selectedCurrencyCode={values.currency_code}
onCurrencySelected={onItemsSelect('currency_code')}
+ defaultSelectText={values.currency_code}
/>
diff --git a/client/src/containers/Expenses/ExpenseTable.js b/client/src/containers/Expenses/ExpenseTable.js
index f5f63ac37..45b83fac8 100644
--- a/client/src/containers/Expenses/ExpenseTable.js
+++ b/client/src/containers/Expenses/ExpenseTable.js
@@ -94,7 +94,8 @@ function ExpenseTable({
onClickClearAllLines,
defaultRow,
categories,
- formik: { errors, setFieldValue, resetForm },
+ errors,
+ setFieldValue,
}) {
const [rows, setRows] = useState([]);
const { formatMessage } = useIntl();
diff --git a/client/src/containers/Items/ItemForm.js b/client/src/containers/Items/ItemForm.js
index 97fd4a492..d9ab4f86a 100644
--- a/client/src/containers/Items/ItemForm.js
+++ b/client/src/containers/Items/ItemForm.js
@@ -19,6 +19,7 @@ import withMediaActions from 'containers/Media/withMediaActions';
import useMedia from 'hooks/useMedia';
import withItemDetail from 'containers/Items/withItemDetail';
import withDashboardActions from 'containers/Dashboard/withDashboardActions';
+import withSettings from 'containers/Settings/withSettings';
import { compose, transformToForm } from 'utils';
@@ -54,6 +55,11 @@ function ItemForm({
changePageTitle,
changePageSubtitle,
+ // #withSettings
+ preferredCostAccount,
+ preferredSellAccount,
+ preferredInventoryAccount,
+
// #withMediaActions
requestSubmitMedia,
requestDeleteMedia,
@@ -89,14 +95,16 @@ function ItemForm({
sku: Yup.string().trim(),
cost_price: Yup.number().when(['purchasable'], {
is: true,
- then: Yup.number().required()
- .label(formatMessage({ id: 'cost_price_' })),
+ then: Yup.number()
+ .required()
+ .label(formatMessage({ id: 'cost_price_' })),
otherwise: Yup.number().nullable(true),
}),
sell_price: Yup.number().when(['sellable'], {
is: true,
- then: Yup.number().required()
- .label(formatMessage({ id: 'sell_price_' })),
+ then: Yup.number()
+ .required()
+ .label(formatMessage({ id: 'sell_price_' })),
otherwise: Yup.number().nullable(true),
}),
cost_account_id: Yup.number()
@@ -132,7 +140,9 @@ function ItemForm({
const initialValues = useMemo(
() => ({
...defaultInitialValues,
-
+ cost_account_id: parseInt(preferredCostAccount),
+ sell_account_id: parseInt(preferredSellAccount),
+ inventory_account_id: parseInt(preferredInventoryAccount),
/**
* We only care about the fields in the form. Previously unfilled optional
* values such as `notes` come back from the API as null, so remove those
@@ -283,4 +293,9 @@ export default compose(
withItemDetail,
withDashboardActions,
withMediaActions,
+ withSettings(({ itemsSettings }) => ({
+ preferredCostAccount: itemsSettings.preferredCostAccount,
+ preferredSellAccount: itemsSettings.preferredSellAccount,
+ preferredInventoryAccount: itemsSettings.preferredInventoryAccount,
+ })),
)(ItemForm);
diff --git a/client/src/containers/Sales/Receipt/ReceiptForm.js b/client/src/containers/Sales/Receipt/ReceiptForm.js
index 406fc36ec..23462955f 100644
--- a/client/src/containers/Sales/Receipt/ReceiptForm.js
+++ b/client/src/containers/Sales/Receipt/ReceiptForm.js
@@ -79,6 +79,7 @@ function ReceiptForm({
// #withSettings
receiptNextNumber,
receiptNumberPrefix,
+ preferredDepositAccount,
//#own Props
receiptId,
@@ -88,7 +89,7 @@ function ReceiptForm({
const { formatMessage } = useIntl();
const history = useHistory();
- const [submitPayload, setSubmitPayload ] = useState({});
+ const [submitPayload, setSubmitPayload] = useState({});
const isNewMode = !receiptId;
const receiptNumber = receiptNumberPrefix
@@ -130,6 +131,7 @@ function ReceiptForm({
: {
...defaultInitialValues,
receipt_number: receiptNumber,
+ deposit_account_id: parseInt(preferredDepositAccount),
entries: orderingLinesIndexes(defaultInitialValues.entries),
}),
}),
@@ -264,5 +266,6 @@ export default compose(
withSettings(({ receiptSettings }) => ({
receiptNextNumber: receiptSettings?.nextNumber,
receiptNumberPrefix: receiptSettings?.numberPrefix,
+ preferredDepositAccount: receiptSettings?.preferredDepositAccount,
})),
)(ReceiptForm);
diff --git a/client/src/containers/Sales/Receipt/ReceiptForm.schema.js b/client/src/containers/Sales/Receipt/ReceiptForm.schema.js
index 17551830e..e6bd5aecb 100644
--- a/client/src/containers/Sales/Receipt/ReceiptForm.schema.js
+++ b/client/src/containers/Sales/Receipt/ReceiptForm.schema.js
@@ -9,6 +9,7 @@ const Schema = Yup.object().shape({
.required()
.label(formatMessage({ id: 'receipt_date_' })),
receipt_number: Yup.string()
+ .nullable()
.label(formatMessage({ id: 'receipt_no_' })),
deposit_account_id: Yup.number()
.required()
@@ -48,7 +49,4 @@ const Schema = Yup.object().shape({
const CreateReceiptFormSchema = Schema;
const EditReceiptFormSchema = Schema;
-export {
- CreateReceiptFormSchema,
- EditReceiptFormSchema
-};
\ No newline at end of file
+export { CreateReceiptFormSchema, EditReceiptFormSchema };
diff --git a/client/src/containers/Settings/withSettings.js b/client/src/containers/Settings/withSettings.js
index 1713f375d..d775e9c43 100644
--- a/client/src/containers/Settings/withSettings.js
+++ b/client/src/containers/Settings/withSettings.js
@@ -10,6 +10,8 @@ export default (mapState) => {
estimatesSettings: state.settings.data.salesEstimates,
receiptSettings: state.settings.data.salesReceipts,
invoiceSettings: state.settings.data.salesInvoices,
+ itemsSettings: state.settings.data.items,
+ expenseSettings: state.settings.data.expenses,
};
return mapState ? mapState(mapped, state, props) : mapped;
};
diff --git a/server/src/data/options.js b/server/src/data/options.js
index 38d52c7d2..ff9149027 100644
--- a/server/src/data/options.js
+++ b/server/src/data/options.js
@@ -92,6 +92,10 @@ export default {
key: "number_prefix",
type: "string",
},
+ {
+ key: "preferred_deposit_account",
+ type: "number",
+ },
],
sales_invoices: [
{
@@ -105,12 +109,32 @@ export default {
],
payment_receives: [
{
- key: 'next_number',
- type: 'number',
+ key: "next_number",
+ type: "number",
},
{
- key: 'number_prefix',
- type: 'string',
+ key: "number_prefix",
+ type: "string",
},
- ]
+ ],
+ items: [
+ {
+ key: "preferred_sell_account",
+ type: "number",
+ },
+ {
+ key: "preferred_cost_account",
+ type: "number",
+ },
+ {
+ key: "preferred_inventory_account",
+ type: "number",
+ },
+ ],
+ expenses: [
+ {
+ key: "preferred_payment_account",
+ type: "number",
+ },
+ ],
};