mirror of
https://github.com/bigcapitalhq/bigcapital.git
synced 2026-02-18 22:00:31 +00:00
feat: journal and general ledger report.
This commit is contained in:
@@ -49,6 +49,7 @@ function GeneralLedger({
|
||||
fromDate: moment().startOf('year').format('YYYY-MM-DD'),
|
||||
toDate: moment().endOf('year').format('YYYY-MM-DD'),
|
||||
basis: 'accural',
|
||||
accountsFilter: 'with-transactions',
|
||||
});
|
||||
|
||||
// Change page title of the dashboard.
|
||||
|
||||
@@ -1,16 +1,21 @@
|
||||
import React from 'react';
|
||||
import { FormGroup, Classes } from '@blueprintjs/core';
|
||||
import {
|
||||
FormGroup,
|
||||
Classes,
|
||||
} from '@blueprintjs/core';
|
||||
import { FormattedMessage as T } from 'react-intl';
|
||||
import classNames from 'classnames';
|
||||
import { compose } from 'redux';
|
||||
|
||||
import { AccountsMultiSelect, Row, Col } from 'components';
|
||||
|
||||
import FinancialStatementDateRange from 'containers/FinancialStatements/FinancialStatementDateRange';
|
||||
import RadiosAccountingBasis from '../RadiosAccountingBasis';
|
||||
import FinancialAccountsFilter from '../FinancialAccountsFilter';
|
||||
|
||||
import withAccounts from 'containers/Accounts/withAccounts';
|
||||
|
||||
import { compose } from 'redux';
|
||||
import { filterAccountsOptions } from './common';
|
||||
|
||||
/**
|
||||
* General ledger (GL) - Header - General panel.
|
||||
@@ -22,7 +27,10 @@ function GeneralLedgerHeaderGeneralPane({
|
||||
return (
|
||||
<div>
|
||||
<FinancialStatementDateRange />
|
||||
|
||||
<FinancialAccountsFilter
|
||||
items={filterAccountsOptions}
|
||||
initialSelectedItem={'all-accounts'}
|
||||
/>
|
||||
<Row>
|
||||
<Col xs={4}>
|
||||
<FormGroup
|
||||
|
||||
@@ -8,6 +8,7 @@ import DataTable from 'components/DataTable';
|
||||
import Money from 'components/Money';
|
||||
|
||||
import withGeneralLedger from './withGeneralLedger';
|
||||
import { getForceWidth, getColumnWidth } from 'utils';
|
||||
|
||||
const ROW_TYPE = {
|
||||
CLOSING_BALANCE: 'closing_balance',
|
||||
@@ -25,91 +26,89 @@ function GeneralLedgerTable({
|
||||
}) {
|
||||
const { formatMessage } = useIntl();
|
||||
|
||||
// Account name column accessor.
|
||||
const accountNameAccessor = (row) => {
|
||||
switch (row.rowType) {
|
||||
case ROW_TYPE.OPENING_BALANCE:
|
||||
return 'Opening Balance';
|
||||
case ROW_TYPE.CLOSING_BALANCE:
|
||||
return 'Closing Balance';
|
||||
default:
|
||||
return row.name;
|
||||
}
|
||||
};
|
||||
|
||||
// Date accessor.
|
||||
const dateAccessor = (row) => {
|
||||
const TYPES = [
|
||||
ROW_TYPE.OPENING_BALANCE,
|
||||
ROW_TYPE.CLOSING_BALANCE,
|
||||
ROW_TYPE.TRANSACTION,
|
||||
];
|
||||
|
||||
return TYPES.indexOf(row.rowType) !== -1
|
||||
? moment(row.date).format('DD MMM YYYY')
|
||||
: '';
|
||||
};
|
||||
|
||||
// Amount cell
|
||||
const amountCell = useCallback(({ cell }) => {
|
||||
const transaction = cell.row.original;
|
||||
|
||||
if (transaction.rowType === ROW_TYPE.ACCOUNT) {
|
||||
return !cell.row.isExpanded ? (
|
||||
<Money amount={transaction.closing.amount} currency={'USD'} />
|
||||
) : (
|
||||
''
|
||||
);
|
||||
}
|
||||
return <Money amount={transaction.amount} currency={'USD'} />;
|
||||
}, []);
|
||||
|
||||
const columns = useMemo(
|
||||
() => [
|
||||
{
|
||||
Header: formatMessage({ id: 'account_name' }),
|
||||
accessor: accountNameAccessor,
|
||||
className: 'name',
|
||||
width: 225,
|
||||
Header: formatMessage({ id: 'date' }),
|
||||
accessor: (row) => {
|
||||
if (row.rowType === 'ACCOUNT_ROW') {
|
||||
return (
|
||||
<span
|
||||
className={'force-width'}
|
||||
style={{ minWidth: getForceWidth(row.date) }}
|
||||
>
|
||||
{row.date}
|
||||
</span>
|
||||
);
|
||||
}
|
||||
return row.date;
|
||||
},
|
||||
className: 'date',
|
||||
width: 120,
|
||||
},
|
||||
{
|
||||
Header: formatMessage({ id: 'date' }),
|
||||
accessor: dateAccessor,
|
||||
className: 'date',
|
||||
width: 115,
|
||||
Header: formatMessage({ id: 'account_name' }),
|
||||
accessor: 'name',
|
||||
className: 'name',
|
||||
textOverview: true,
|
||||
// width: 200,
|
||||
},
|
||||
{
|
||||
Header: formatMessage({ id: 'transaction_type' }),
|
||||
accessor: 'referenceType',
|
||||
accessor: 'reference_type_formatted',
|
||||
className: 'transaction_type',
|
||||
width: 145,
|
||||
width: 125 ,
|
||||
},
|
||||
{
|
||||
Header: formatMessage({ id: 'trans_num' }),
|
||||
Header: formatMessage({ id: 'transaction_number' }),
|
||||
accessor: 'reference_id',
|
||||
className: 'transaction_number',
|
||||
width: 110,
|
||||
width: 100,
|
||||
},
|
||||
{
|
||||
Header: formatMessage({ id: 'description' }),
|
||||
accessor: 'note',
|
||||
className: 'description',
|
||||
width: 145,
|
||||
// width: 145,
|
||||
},
|
||||
{
|
||||
Header: formatMessage({ id: 'credit' }),
|
||||
accessor: 'formatted_credit',
|
||||
className: 'credit',
|
||||
width: getColumnWidth(generalLedgerTableRows, 'formatted_credit', {
|
||||
minWidth: 100,
|
||||
magicSpacing: 10,
|
||||
}),
|
||||
},
|
||||
{
|
||||
Header: formatMessage({ id: 'debit' }),
|
||||
accessor: 'formatted_debit',
|
||||
className: 'debit',
|
||||
width: getColumnWidth(generalLedgerTableRows, 'formatted_debit', {
|
||||
minWidth: 100,
|
||||
magicSpacing: 10,
|
||||
}),
|
||||
},
|
||||
{
|
||||
Header: formatMessage({ id: 'amount' }),
|
||||
Cell: amountCell,
|
||||
accessor: 'formatted_amount',
|
||||
className: 'amount',
|
||||
width: 150,
|
||||
width: getColumnWidth(generalLedgerTableRows, 'formatted_amount', {
|
||||
minWidth: 100,
|
||||
magicSpacing: 10,
|
||||
}),
|
||||
},
|
||||
{
|
||||
Header: formatMessage({ id: 'balance' }),
|
||||
Cell: amountCell,
|
||||
className: 'balance',
|
||||
width: 150,
|
||||
Header: formatMessage({ id: 'running_balance' }),
|
||||
accessor: 'formatted_running_balance',
|
||||
className: 'running_balance',
|
||||
width: getColumnWidth(generalLedgerTableRows, 'formatted_running_balance', {
|
||||
minWidth: 100,
|
||||
magicSpacing: 10,
|
||||
}),
|
||||
},
|
||||
],
|
||||
[],
|
||||
[formatMessage, generalLedgerTableRows],
|
||||
);
|
||||
|
||||
// Default expanded rows of general ledger table.
|
||||
@@ -140,7 +139,7 @@ function GeneralLedgerTable({
|
||||
rowClassNames={rowClassNames}
|
||||
expanded={expandedRows}
|
||||
virtualizedRows={true}
|
||||
fixedItemSize={37}
|
||||
fixedItemSize={30}
|
||||
fixedSizeHeight={1000}
|
||||
expandable={true}
|
||||
expandToggleColumn={1}
|
||||
|
||||
@@ -0,0 +1,16 @@
|
||||
import { formatMessage } from 'services/intl';
|
||||
|
||||
export const filterAccountsOptions = [
|
||||
{
|
||||
key: 'all-accounts',
|
||||
name: formatMessage({ id: 'all_accounts' }),
|
||||
hint: formatMessage({ id: 'all_accounts_including_with_zero_balance' }),
|
||||
},
|
||||
{
|
||||
key: 'with-transactions',
|
||||
name: formatMessage({ id: 'accounts_with_transactions' }),
|
||||
hint: formatMessage({
|
||||
id: 'include_accounts_once_has_transactions_on_given_date_period',
|
||||
}),
|
||||
},
|
||||
];
|
||||
Reference in New Issue
Block a user