mirror of
https://github.com/bigcapitalhq/bigcapital.git
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feat: customers balance summary.
This commit is contained in:
elforjani3
@@ -10,7 +10,8 @@ export const financialReportMenus = [
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},
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{
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title: 'Trial Balance Sheet',
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desc: 'Summarizes the credit and debit balance of each account in your chart of accounts at a specific point in time.',
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desc:
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'Summarizes the credit and debit balance of each account in your chart of accounts at a specific point in time.',
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link: '/financial-reports/trial-balance-sheet',
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},
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{
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@@ -21,22 +22,26 @@ export const financialReportMenus = [
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},
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{
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title: 'Profit/Loss Report',
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desc: "Reports the revenues, costs and expenses incurred during a specific point in time with comparison period(s).",
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desc:
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'Reports the revenues, costs and expenses incurred during a specific point in time with comparison period(s).',
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link: '/financial-reports/profit-loss-sheet',
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},
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{
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title: 'General Ledger Report',
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desc: "Reports every transaction going in and out of your accounts and organized by accounts and date to monitoring activity of accounts.",
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desc:
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'Reports every transaction going in and out of your accounts and organized by accounts and date to monitoring activity of accounts.',
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link: '/financial-reports/general-ledger',
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},
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{
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title: 'Receivable Aging Summary',
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desc: "Summarize total unpaid balances of customers invoices with number of days the unpaid invoice is overdue.",
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desc:
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'Summarize total unpaid balances of customers invoices with number of days the unpaid invoice is overdue.',
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link: '/financial-reports/receivable-aging-summary',
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},
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{
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title: 'Payable Aging Summary',
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desc: "Summarize total unpaid balances of vendors purchase invoices with the number of days the unpaid invoice is overdue.",
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desc:
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'Summarize total unpaid balances of vendors purchase invoices with the number of days the unpaid invoice is overdue.',
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link: '/financial-reports/payable-aging-summary',
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},
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],
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@@ -54,16 +59,37 @@ export const SalesAndPurchasesReportMenus = [
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link: '/financial-reports/purchases-by-items',
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},
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{
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title: 'Sales by Items',
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title: 'Sales By Items',
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desc:
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"Summarize the business’s sold items quantity, income and average income rate of each item during a specific point in time.",
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'Summarize the business’s sold items quantity, income and average income rate of each item during a specific point in time.',
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link: '/financial-reports/sales-by-items',
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},
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{
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title: 'Inventory valuation',
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desc: 'Summarize the business’s purchase items quantity, cost and average cost rate of each item during a specific point in time.',
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desc:
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'Summarize the business’s purchase items quantity, cost and average cost rate of each item during a specific point in time.',
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link: '/financial-reports/inventory-valuation',
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},
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{
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title: 'Customer Balance summary',
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desc: '',
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link: '/financial-reports/customers-balance-summary',
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},
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{
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title: 'Vendors Balance summary',
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desc: '',
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link: '/financial-reports/vendors-balance-summary',
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},
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{
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title: 'Customers Transactions',
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desc: '',
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link: '/financial-reports/transactions-by-customers',
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},
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{
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title: 'Vendors Transactions',
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desc: '',
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link: '/financial-reports/transactions-by-vendors',
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},
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],
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},
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];
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@@ -0,0 +1,87 @@
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import React, { useEffect, useState } from 'react';
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import moment from 'moment';
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import 'style/pages/FinancialStatements/ContactsBalanceSummary.scss';
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import { FinancialStatement } from 'components';
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import DashboardPageContent from 'components/Dashboard/DashboardPageContent';
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import CustomersBalanceSummaryActionsBar from './CustomersBalanceSummaryActionsBar';
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import CustomersBalanceSummaryHeader from './CustomersBalanceSummaryHeader';
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import CustomersBalanceSummaryTable from './CustomersBalanceSummaryTable';
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import { CustomersBalanceLoadingBar } from './components';
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import { CustomersBalanceSummaryProvider } from './CustomersBalanceSummaryProvider';
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import withCustomersBalanceSummaryActions from './withCustomersBalanceSummaryActions';
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import withSettings from 'containers/Settings/withSettings';
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import { compose } from 'redux';
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/**
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* Customers Balance summary.
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*/
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function CustomersBalanceSummary({
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// #withPreferences
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organizationName,
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// #withCustomersBalanceSummaryActions
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toggleCustomerBalanceFilterDrawer,
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}) {
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const [filter, setFilter] = useState({
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asDate: moment().endOf('day').format('YYYY-MM-DD'),
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});
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// Handle re-fetch customers balance summary after filter change.
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const handleFilterSubmit = (filter) => {
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const _filter = {
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...filter,
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asDate: moment(filter.asDate).format('YYYY-MM-DD'),
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};
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setFilter({ ..._filter });
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};
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// Handle number format.
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const handleNumberFormat = (values) => {
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setFilter({
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...filter,
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numberFormat: values,
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});
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};
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useEffect(
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() => () => {
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toggleCustomerBalanceFilterDrawer(false);
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},
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[toggleCustomerBalanceFilterDrawer],
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);
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return (
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<CustomersBalanceSummaryProvider filter={filter}>
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<CustomersBalanceSummaryActionsBar
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numberFormat={filter?.numberFormat}
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onNumberFormatSubmit={handleNumberFormat}
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/>
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<CustomersBalanceLoadingBar />
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<DashboardPageContent>
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<FinancialStatement>
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<CustomersBalanceSummaryHeader
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pageFilter={filter}
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onSubmitFilter={handleFilterSubmit}
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/>
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<div className="financial-statement__body">
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<CustomersBalanceSummaryTable companyName={organizationName} />
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</div>
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</FinancialStatement>
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</DashboardPageContent>
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</CustomersBalanceSummaryProvider>
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);
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}
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export default compose(
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withSettings(({ organizationSettings }) => ({
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organizationName: organizationSettings.name,
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})),
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withCustomersBalanceSummaryActions,
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)(CustomersBalanceSummary);
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@@ -0,0 +1,133 @@
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import React from 'react';
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import {
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NavbarGroup,
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Button,
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Classes,
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NavbarDivider,
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Popover,
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PopoverInteractionKind,
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Position,
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} from '@blueprintjs/core';
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import { FormattedMessage as T } from 'react-intl';
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import classNames from 'classnames';
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import Icon from 'components/Icon';
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import DashboardActionsBar from 'components/Dashboard/DashboardActionsBar';
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import NumberFormatDropdown from 'components/NumberFormatDropdown';
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import withCustomersBalanceSummary from './withCustomersBalanceSummary';
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import withCustomersBalanceSummaryActions from './withCustomersBalanceSummaryActions';
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import { useCustomersBalanceSummaryContext } from './CustomersBalanceSummaryProvider';
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import { compose, saveInvoke } from 'utils';
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/**
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* customer balance summary action bar.
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*/
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function CustomersBalanceSummaryActionsBar({
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// #ownProps
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numberFormat,
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onNumberFormatSubmit,
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//#withCustomersBalanceSummary
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isFilterDrawerOpen,
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//#withCustomersBalanceSummaryActions
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toggleCustomerBalanceFilterDrawer,
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}) {
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const {
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refetch,
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isCustomersBalanceLoading,
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} = useCustomersBalanceSummaryContext();
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// handle filter toggle click.
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const handleFilterToggleClick = () => {
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toggleCustomerBalanceFilterDrawer();
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};
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// Handle recalculate the report button.
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const handleRecalcReport = () => {
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refetch();
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};
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// Handle number format form submit.
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const handleNumberFormatSubmit = (values) => {
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saveInvoke(onNumberFormatSubmit, values);
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};
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return (
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<DashboardActionsBar>
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<NavbarGroup>
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<Button
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className={classNames(Classes.MINIMAL, 'button--gray-highlight')}
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text={<T id={'recalc_report'} />}
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onClick={handleRecalcReport}
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icon={<Icon icon="refresh-16" iconSize={16} />}
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/>
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<NavbarDivider />
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<Button
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className={classNames(Classes.MINIMAL, 'button--table-views')}
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icon={<Icon icon="cog-16" iconSize={16} />}
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text={
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isFilterDrawerOpen ? (
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<T id={'customize_report'} />
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) : (
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<T id={'hide_customizer'} />
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)
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}
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onClick={handleFilterToggleClick}
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active={isFilterDrawerOpen}
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/>
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<NavbarDivider />
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<Popover
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content={
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<NumberFormatDropdown
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numberFormat={numberFormat}
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onSubmit={handleNumberFormatSubmit}
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submitDisabled={isCustomersBalanceLoading}
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/>
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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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className={classNames(Classes.MINIMAL, 'button--filter')}
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text={<T id={'format'} />}
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icon={<Icon icon="numbers" width={23} height={16} />}
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/>
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</Popover>
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<Popover
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// content={}
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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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className={classNames(Classes.MINIMAL, 'button--filter')}
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text={<T id={'filter'} />}
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icon={<Icon icon="filter-16" iconSize={16} />}
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/>
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</Popover>
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<NavbarDivider />
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<Button
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className={Classes.MINIMAL}
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icon={<Icon icon="print-16" iconSize={16} />}
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text={<T id={'print'} />}
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/>
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<Button
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className={Classes.MINIMAL}
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icon={<Icon icon="file-export-16" iconSize={16} />}
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text={<T id={'export'} />}
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/>
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</NavbarGroup>
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</DashboardActionsBar>
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);
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}
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export default compose(
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withCustomersBalanceSummary(({ customersBalanceDrawerFilter }) => ({
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isFilterDrawerOpen: customersBalanceDrawerFilter,
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})),
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withCustomersBalanceSummaryActions,
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)(CustomersBalanceSummaryActionsBar);
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@@ -0,0 +1,70 @@
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import React from 'react';
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import { FastField } from 'formik';
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import { DateInput } from '@blueprintjs/datetime';
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import {
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FormGroup,
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Position,
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Classes,
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Checkbox,
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} from '@blueprintjs/core';
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import { FormattedMessage as T } from 'react-intl';
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import { Row, Col, FieldHint } from 'components';
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import {
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momentFormatter,
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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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* Customers balance header - general panel.
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*/
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export default function CustomersBalanceSummaryGeneralPanel() {
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return (
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<div>
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<Row>
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<Col xs={5}>
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<FastField name={'asDate'}>
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{({ form, field: { value }, meta: { error } }) => (
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<FormGroup
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label={<T id={'as_date'} />}
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labelInfo={<FieldHint />}
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fill={true}
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intent={inputIntent({ error })}
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>
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<DateInput
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{...momentFormatter('YYYY/MM/DD')}
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value={tansformDateValue(value)}
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onChange={handleDateChange((selectedDate) => {
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form.setFieldValue('asDate', selectedDate);
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})}
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popoverProps={{ position: Position.BOTTOM, minimal: true }}
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minimal={true}
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fill={true}
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/>
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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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<Row>
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<Col xs={5}>
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<FastField name={'percentage'} type={'checkbox'}>
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{({ field }) => (
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<FormGroup labelInfo={<FieldHint />}>
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<Checkbox
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inline={true}
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name={'percentage'}
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small={true}
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label={'Percentage Of Column'}
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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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</Col>
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</Row>
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</div>
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);
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}
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@@ -0,0 +1,91 @@
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import React from 'react';
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import * as Yup from 'yup';
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import { Formik, Form } from 'formik';
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import moment from 'moment';
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import { Tabs, Tab, Button, Intent } from '@blueprintjs/core';
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import { FormattedMessage as T, useIntl } from 'react-intl';
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import FinancialStatementHeader from 'containers/FinancialStatements/FinancialStatementHeader';
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import withCustomersBalanceSummary from './withCustomersBalanceSummary';
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import withCustomersBalanceSummaryActions from './withCustomersBalanceSummaryActions';
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import CustomersBalanceSummaryGeneralPanel from './CustomersBalanceSummaryGeneralPanel';
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import { compose } from 'utils';
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/**
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* Customers balance summary.
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*/
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function CustomersBalanceSummaryHeader({
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// #ownProps
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onSubmitFilter,
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pageFilter,
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//#withCustomersBalanceSummary
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customersBalanceDrawerFilter,
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//#withCustomersBalanceSummaryActions
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toggleCustomerBalanceFilterDrawer,
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}) {
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// validation schema.
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const validationSchema = Yup.object().shape({
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asDate: Yup.date().required().label('asDate'),
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});
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// filter form initial values.
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const initialValues = {
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...pageFilter,
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asDate: moment(pageFilter.asDate).toDate(),
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};
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// handle form submit.
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const handleSubmit = (values, { setSubmitting }) => {
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onSubmitFilter(values);
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toggleCustomerBalanceFilterDrawer(false);
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setSubmitting(false);
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};
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// handle close drawer.
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const handleDrawerClose = () => {
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toggleCustomerBalanceFilterDrawer(false);
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};
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return (
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<FinancialStatementHeader
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isOpen={customersBalanceDrawerFilter}
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drawerProps={{ onClose: handleDrawerClose }}
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>
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<Formik
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initialValues={initialValues}
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validationSchema={validationSchema}
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onSubmit={handleSubmit}
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>
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<Form>
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<Tabs animate={true} vertical={true} renderActiveTabPanelOnly={true}>
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<Tab
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id="general"
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title={<T id={'general'} />}
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panel={<CustomersBalanceSummaryGeneralPanel />}
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/>
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</Tabs>
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<div class="financial-header-drawer__footer">
|
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<Button className={'mr1'} intent={Intent.PRIMARY} type={'submit'}>
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<T id={'calculate_report'} />
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</Button>
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<Button onClick={handleDrawerClose} minimal={true}>
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<T id={'cancel'} />
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</Button>
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</div>
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</Form>
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</Formik>
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</FinancialStatementHeader>
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);
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}
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export default compose(
|
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withCustomersBalanceSummary(({ customersBalanceDrawerFilter }) => ({
|
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customersBalanceDrawerFilter,
|
||||
})),
|
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withCustomersBalanceSummaryActions,
|
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)(CustomersBalanceSummaryHeader);
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@@ -0,0 +1,42 @@
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import React, { createContext, useContext } from 'react';
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import FinancialReportPage from '../FinancialReportPage';
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import { useCustomerBalanceSummaryReport } from 'hooks/query';
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import { transformFilterFormToQuery } from '../common';
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const CustomersBalanceSummaryContext = createContext();
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/**
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* Customers balance summary provider.
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*/
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function CustomersBalanceSummaryProvider({ filter, ...props }) {
|
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|
||||
// const query = React.useMemo(() => transformFilterFormToQuery(filter), [
|
||||
// filter,
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// ]);
|
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|
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const {
|
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data: CustomerBalanceSummary,
|
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isLoading: isCustomersBalanceLoading,
|
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isFetching: isCustomersBalanceFetching,
|
||||
refetch
|
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} = useCustomerBalanceSummaryReport(filter, {
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keepPreviousData: true,
|
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});
|
||||
|
||||
const provider = {
|
||||
CustomerBalanceSummary,
|
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isCustomersBalanceFetching,
|
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isCustomersBalanceLoading,
|
||||
refetch,
|
||||
};
|
||||
return (
|
||||
<FinancialReportPage name={'customers-balance-summary'}>
|
||||
<CustomersBalanceSummaryContext.Provider value={provider} {...props} />
|
||||
</FinancialReportPage>
|
||||
);
|
||||
}
|
||||
|
||||
const useCustomersBalanceSummaryContext = () =>
|
||||
useContext(CustomersBalanceSummaryContext);
|
||||
|
||||
export { CustomersBalanceSummaryProvider, useCustomersBalanceSummaryContext };
|
||||
@@ -0,0 +1,48 @@
|
||||
import React, { useMemo, useCallback } from 'react';
|
||||
import { useIntl } from 'react-intl';
|
||||
import classNames from 'classnames';
|
||||
|
||||
import FinancialSheet from 'components/FinancialSheet';
|
||||
import DataTable from 'components/DataTable';
|
||||
|
||||
import { useCustomersBalanceSummaryContext } from './CustomersBalanceSummaryProvider';
|
||||
import { useCustomersSummaryColumns } from './components';
|
||||
|
||||
/**
|
||||
* customers balance summary table.
|
||||
*/
|
||||
export default function CustomersBalanceSummaryTable({
|
||||
// #ownProps
|
||||
companyName,
|
||||
}) {
|
||||
const { formatMessage } = useIntl();
|
||||
|
||||
const {
|
||||
isCustomersBalanceLoading,
|
||||
CustomerBalanceSummary: { tableRows },
|
||||
} = useCustomersBalanceSummaryContext();
|
||||
|
||||
const columns = useCustomersSummaryColumns();
|
||||
|
||||
const rowClassNames = (row) => {
|
||||
return [`row-type--${row.original.rowTypes}`];
|
||||
};
|
||||
|
||||
return (
|
||||
<FinancialSheet
|
||||
name={'customers-balance-summary'}
|
||||
companyName={companyName}
|
||||
sheetType={formatMessage({ id: 'customers_balance_summary' })}
|
||||
asDate={new Date()}
|
||||
loading={isCustomersBalanceLoading}
|
||||
>
|
||||
<DataTable
|
||||
className="bigcapital-datatable--financial-report"
|
||||
columns={columns}
|
||||
data={tableRows}
|
||||
rowClassNames={rowClassNames}
|
||||
noInitialFetch={true}
|
||||
/>
|
||||
</FinancialSheet>
|
||||
);
|
||||
}
|
||||
@@ -0,0 +1,48 @@
|
||||
import React from 'react';
|
||||
import { formatMessage } from 'services/intl';
|
||||
|
||||
import { If } from 'components';
|
||||
import FinancialLoadingBar from '../FinancialLoadingBar';
|
||||
import { useCustomersBalanceSummaryContext } from './CustomersBalanceSummaryProvider';
|
||||
|
||||
/**
|
||||
* Retrieve customers balance summary columns.
|
||||
*/
|
||||
export const useCustomersSummaryColumns = () => {
|
||||
return React.useMemo(
|
||||
() => [
|
||||
{
|
||||
Header: formatMessage({ id: 'customer_name' }),
|
||||
accessor: 'cells[0].value',
|
||||
className: 'customer_name',
|
||||
width: 240,
|
||||
},
|
||||
{
|
||||
Header: formatMessage({ id: 'total' }),
|
||||
accessor: 'cells[1].value',
|
||||
className: 'total',
|
||||
width: 140,
|
||||
},
|
||||
{
|
||||
Header: formatMessage({ id: 'percentage_of_column' }),
|
||||
accessor: 'cells[2].value',
|
||||
className: 'total',
|
||||
width: 140,
|
||||
},
|
||||
],
|
||||
[formatMessage],
|
||||
);
|
||||
};
|
||||
|
||||
/**
|
||||
* customers balance summary loading bar.
|
||||
*/
|
||||
export function CustomersBalanceLoadingBar() {
|
||||
const { isCustomersBalanceFetching } = useCustomersBalanceSummaryContext();
|
||||
|
||||
return (
|
||||
<If condition={isCustomersBalanceFetching}>
|
||||
<FinancialLoadingBar />
|
||||
</If>
|
||||
);
|
||||
}
|
||||
@@ -0,0 +1,15 @@
|
||||
import { connect } from 'react-redux';
|
||||
import { getCustomersBalanceSummaryFilterDrawer } from 'store/financialStatement/financialStatements.selectors';
|
||||
|
||||
export default (mapState) => {
|
||||
const mapStateToProps = (state, props) => {
|
||||
const mapped = {
|
||||
customersBalanceDrawerFilter: getCustomersBalanceSummaryFilterDrawer(
|
||||
state,
|
||||
props,
|
||||
),
|
||||
};
|
||||
return mapState ? mapState(mapped, state, props) : mapped;
|
||||
};
|
||||
return connect(mapStateToProps);
|
||||
};
|
||||
@@ -0,0 +1,9 @@
|
||||
import { connect } from 'react-redux';
|
||||
import { toggleCustomersBalanceSummaryFilterDrawer } from 'store/financialStatement/financialStatements.actions';
|
||||
|
||||
const mapActionsToProps = (dispatch) => ({
|
||||
toggleCustomerBalanceFilterDrawer: (toggle) =>
|
||||
dispatch(toggleCustomersBalanceSummaryFilterDrawer(toggle)),
|
||||
});
|
||||
|
||||
export default connect(null, mapActionsToProps);
|
||||
Reference in New Issue
Block a user