mirror of
https://github.com/bigcapitalhq/bigcapital.git
synced 2026-02-17 05:10:31 +00:00
feat: APAgingSummary.
This commit is contained in:
@@ -1,4 +1,4 @@
|
||||
import React from 'react';
|
||||
import React from 'react';
|
||||
import { FormattedMessage as T } from 'react-intl';
|
||||
|
||||
export default [
|
||||
@@ -167,11 +167,11 @@ export default [
|
||||
href: '/financial-reports/profit-loss-sheet',
|
||||
},
|
||||
{
|
||||
text: 'Receivable Aging Summary',
|
||||
text: <T id={'receivable_aging_summary'} />,
|
||||
href: '/financial-reports/receivable-aging-summary',
|
||||
},
|
||||
{
|
||||
text: 'Payable Aging Summary',
|
||||
text: <T id={'payable_aging_summary'} />,
|
||||
href: '/financial-reports/payable-aging-summary',
|
||||
},
|
||||
],
|
||||
|
||||
@@ -0,0 +1,128 @@
|
||||
import React, { useEffect, useState, useCallback } from 'react';
|
||||
import { useIntl } from 'react-intl';
|
||||
import { queryCache, useQuery } from 'react-query';
|
||||
import moment from 'moment';
|
||||
|
||||
import { FinancialStatement } from 'components';
|
||||
|
||||
import DashboardInsider from 'components/Dashboard/DashboardInsider';
|
||||
import DashboardPageContent from 'components/Dashboard/DashboardPageContent';
|
||||
|
||||
import APAgingSummaryActionsBar from './APAgingSummaryActionsBar';
|
||||
import APAgingSummaryHeader from './APAgingSummaryHeader';
|
||||
import APAgingSummaryTable from './APAgingSummaryTable';
|
||||
|
||||
import withSettings from 'containers/Settings/withSettings';
|
||||
import withDashboardActions from 'containers/Dashboard/withDashboardActions';
|
||||
import withAPAgingSummaryActions from './withAPAgingSummaryActions';
|
||||
import withAPAgingSummary from './withAPAgingSummary';
|
||||
import { transformFilterFormToQuery } from './common';
|
||||
|
||||
import { compose } from 'utils';
|
||||
|
||||
import 'style/pages/FinancialStatements/ARAgingSummary.scss';
|
||||
|
||||
/**
|
||||
* AP aging summary report.
|
||||
*/
|
||||
function APAgingSummary({
|
||||
// #withSettings
|
||||
organizationName,
|
||||
|
||||
// #withDashboardActions
|
||||
changePageTitle,
|
||||
setDashboardBackLink,
|
||||
|
||||
// #withAPAgingSummary
|
||||
APAgingSummaryRefresh,
|
||||
|
||||
// #withAPAgingSummaryActions
|
||||
requestPayableAgingSummary,
|
||||
refreshAPAgingSummary,
|
||||
toggleFilterAPAgingSummary,
|
||||
}) {
|
||||
const { formatMessage } = useIntl();
|
||||
|
||||
const [query, setQuery] = useState({
|
||||
asDate: moment().endOf('day').format('YYYY-MM-DD'),
|
||||
agingBeforeDays: 30,
|
||||
agingPeriods: 3,
|
||||
});
|
||||
|
||||
// handle fetching payable aging summary report.
|
||||
const fetchAPAgingSummarySheet = useQuery(
|
||||
['payable-aging-summary', query],
|
||||
(key, _query) =>
|
||||
requestPayableAgingSummary({
|
||||
...transformFilterFormToQuery(_query),
|
||||
}),
|
||||
{ enable: true },
|
||||
);
|
||||
|
||||
useEffect(() => {
|
||||
changePageTitle(formatMessage({ id: 'payable_aging_summary' }));
|
||||
}, [changePageTitle, formatMessage]);
|
||||
|
||||
useEffect(() => {
|
||||
if (APAgingSummaryRefresh) {
|
||||
queryCache.invalidateQueries('payable-aging-summary');
|
||||
refreshAPAgingSummary(false);
|
||||
}
|
||||
}, [APAgingSummaryRefresh, refreshAPAgingSummary]);
|
||||
|
||||
useEffect(() => {
|
||||
setDashboardBackLink(true);
|
||||
return () => {
|
||||
setDashboardBackLink(false);
|
||||
};
|
||||
}, [setDashboardBackLink]);
|
||||
|
||||
const handleFilterSubmit = (filter) => {
|
||||
const _filter = {
|
||||
...filter,
|
||||
asDate: moment(filter.asDate).format('YYYY-MM-DD'),
|
||||
};
|
||||
setQuery(_filter);
|
||||
refreshAPAgingSummary(true);
|
||||
toggleFilterAPAgingSummary(false);
|
||||
};
|
||||
|
||||
const handleNumberFormatSubmit = (numberFormat) => {
|
||||
setQuery({
|
||||
...query,
|
||||
numberFormat,
|
||||
});
|
||||
refreshAPAgingSummary(true);
|
||||
};
|
||||
|
||||
return (
|
||||
<DashboardInsider>
|
||||
<APAgingSummaryActionsBar
|
||||
numberFormat={query.numberFormat}
|
||||
onNumberFormatSubmit={handleNumberFormatSubmit}
|
||||
/>
|
||||
<DashboardPageContent>
|
||||
<FinancialStatement>
|
||||
<APAgingSummaryHeader
|
||||
pageFilter={query}
|
||||
onSubmitFilter={handleFilterSubmit}
|
||||
/>
|
||||
<div className={'financial-statement__body'}>
|
||||
<APAgingSummaryTable organizationName={organizationName} />
|
||||
</div>
|
||||
</FinancialStatement>
|
||||
</DashboardPageContent>
|
||||
</DashboardInsider>
|
||||
);
|
||||
}
|
||||
|
||||
export default compose(
|
||||
withDashboardActions,
|
||||
withAPAgingSummaryActions,
|
||||
withSettings(({ organizationSettings }) => ({
|
||||
organizationName: organizationSettings.name,
|
||||
})),
|
||||
withAPAgingSummary(({ APAgingSummaryRefresh }) => ({
|
||||
APAgingSummaryRefresh,
|
||||
})),
|
||||
)(APAgingSummary);
|
||||
@@ -0,0 +1,123 @@
|
||||
import React from 'react';
|
||||
import {
|
||||
NavbarDivider,
|
||||
NavbarGroup,
|
||||
Classes,
|
||||
Button,
|
||||
Popover,
|
||||
PopoverInteractionKind,
|
||||
Position,
|
||||
} from '@blueprintjs/core';
|
||||
import { safeInvoke } from '@blueprintjs/core/lib/esm/common/utils';
|
||||
|
||||
import { FormattedMessage as T } from 'react-intl';
|
||||
import classNames from 'classnames';
|
||||
|
||||
import DashboardActionsBar from 'components/Dashboard/DashboardActionsBar';
|
||||
import { Icon } from 'components';
|
||||
import NumberFormatDropdown from 'components/NumberFormatDropdown';
|
||||
|
||||
import withAPAgingSummary from './withAPAgingSummary';
|
||||
import withARAgingSummaryActions from './withAPAgingSummaryActions';
|
||||
|
||||
import { compose } from 'utils';
|
||||
|
||||
/**
|
||||
* AP Aging summary sheet - Actions bar.
|
||||
*/
|
||||
function APAgingSummaryActionsBar({
|
||||
//#withPayableAgingSummary
|
||||
payableAgingFilter,
|
||||
payableAgingLoading,
|
||||
|
||||
//#withARAgingSummaryActions
|
||||
toggleFilterAPAgingSummary,
|
||||
refreshAPAgingSummary,
|
||||
|
||||
//#ownProps
|
||||
numberFormat,
|
||||
onNumberFormatSubmit,
|
||||
}) {
|
||||
const handleFilterToggleClick = () => toggleFilterAPAgingSummary();
|
||||
|
||||
// handle recalculate report button.
|
||||
const handleRecalculateReport = () => refreshAPAgingSummary(true);
|
||||
|
||||
// handle number format submit.
|
||||
const handleNumberFormatSubmit = (numberFormat) =>
|
||||
safeInvoke(onNumberFormatSubmit, numberFormat);
|
||||
|
||||
return (
|
||||
<DashboardActionsBar>
|
||||
<NavbarGroup>
|
||||
<Button
|
||||
className={classNames(Classes.MINIMAL, 'button--gray-highlight')}
|
||||
text={<T id={'recalc_report'} />}
|
||||
onClick={handleRecalculateReport}
|
||||
icon={<Icon icon="refresh-16" iconSize={16} />}
|
||||
/>
|
||||
<NavbarDivider />
|
||||
<Button
|
||||
className={classNames(Classes.MINIMAL, 'button--table-views')}
|
||||
icon={<Icon icon="cog-16" iconSize={16} />}
|
||||
text={
|
||||
payableAgingFilter ? (
|
||||
<T id={'hide_customizer'} />
|
||||
) : (
|
||||
<T id={'customize_report'} />
|
||||
)
|
||||
}
|
||||
onClick={handleFilterToggleClick}
|
||||
active={payableAgingFilter}
|
||||
/>
|
||||
<NavbarDivider />
|
||||
<Popover
|
||||
content={
|
||||
<NumberFormatDropdown
|
||||
numberFormat={numberFormat}
|
||||
onSubmit={handleNumberFormatSubmit}
|
||||
submitDisabled={payableAgingLoading}
|
||||
/>
|
||||
}
|
||||
minimal={true}
|
||||
interactionKind={PopoverInteractionKind.CLICK}
|
||||
position={Position.BOTTOM_LEFT}
|
||||
>
|
||||
<Button
|
||||
className={classNames(Classes.MINIMAL, 'button--filter')}
|
||||
text={<T id={'format'} />}
|
||||
icon={<Icon icon="numbers" width={23} height={16} />}
|
||||
/>
|
||||
</Popover>
|
||||
|
||||
<Button
|
||||
className={Classes.MINIMAL}
|
||||
text={<T id={'filter'} />}
|
||||
icon={<Icon icon="filter-16" iconSize={16} />}
|
||||
/>
|
||||
<NavbarDivider />
|
||||
|
||||
<Button
|
||||
className={Classes.MINIMAL}
|
||||
icon={<Icon icon="print-16" iconSize={16} />}
|
||||
text={<T id={'print'} />}
|
||||
/>
|
||||
<Button
|
||||
className={Classes.MINIMAL}
|
||||
icon={<Icon icon="file-export-16" iconSize={16} />}
|
||||
text={<T id={'export'} />}
|
||||
/>
|
||||
</NavbarGroup>
|
||||
</DashboardActionsBar>
|
||||
);
|
||||
}
|
||||
|
||||
export default compose(
|
||||
withARAgingSummaryActions,
|
||||
withAPAgingSummary(
|
||||
({ payableAgingSummaryLoading, payableAgingSummaryFilter }) => ({
|
||||
payableAgingLoading: payableAgingSummaryLoading,
|
||||
payableAgingFilter: payableAgingSummaryFilter,
|
||||
}),
|
||||
),
|
||||
)(APAgingSummaryActionsBar);
|
||||
@@ -0,0 +1,90 @@
|
||||
import React from 'react';
|
||||
import { FormattedMessage as T } from 'react-intl';
|
||||
import { Formik, Form, validateYupSchema } from 'formik';
|
||||
import * as Yup from 'yup';
|
||||
import moment from 'moment';
|
||||
import { Tabs, Tab, Button, Intent } from '@blueprintjs/core';
|
||||
|
||||
import FinancialStatementHeader from 'containers/FinancialStatements/FinancialStatementHeader';
|
||||
import APAgingSummaryHeaderGeneral from './APAgingSummaryHeaderGeneral';
|
||||
|
||||
import withAPAgingSummary from './withAPAgingSummary';
|
||||
import withAPAgingSummaryActions from './withAPAgingSummaryActions';
|
||||
|
||||
import { compose } from 'utils';
|
||||
|
||||
/**
|
||||
* AP Aging Summary Report - Drawer Header.
|
||||
*/
|
||||
function APAgingSummaryHeader({
|
||||
pageFilter,
|
||||
onSubmitFilter,
|
||||
payableAgingFilter,
|
||||
|
||||
// #withPayableAgingSummaryActions
|
||||
toggleFilterAPAgingSummary,
|
||||
}) {
|
||||
const validationSchema = Yup.object({
|
||||
as_date: Yup.date().required().label('asDate'),
|
||||
aging_days_before: Yup.number()
|
||||
.required()
|
||||
.integer()
|
||||
.positive()
|
||||
.label('agingBeforeDays'),
|
||||
aging_periods: Yup.number()
|
||||
.required()
|
||||
.integer()
|
||||
.positive()
|
||||
.label('agingPeriods'),
|
||||
});
|
||||
|
||||
// initial values.
|
||||
const initialValues = {
|
||||
as_date: moment(pageFilter.asDate).toDate(),
|
||||
aging_days_before: 30,
|
||||
aging_periods: 3,
|
||||
};
|
||||
|
||||
// handle form submit.
|
||||
const handleSubmit = (values, { setSubmitting }) => {
|
||||
onSubmitFilter(values);
|
||||
setSubmitting(false);
|
||||
};
|
||||
|
||||
// handle cancel button click.
|
||||
const handleCancelClick = () => toggleFilterAPAgingSummary();
|
||||
return (
|
||||
<FinancialStatementHeader isOpen={payableAgingFilter}>
|
||||
<Formik
|
||||
initialValues={initialValues}
|
||||
validationSchema={validationSchema}
|
||||
onSubmit={handleSubmit}
|
||||
>
|
||||
<Form>
|
||||
<Tabs animate={true} vertical={true} renderActiveTabPanelOnly={true}>
|
||||
<Tab
|
||||
id={'general'}
|
||||
title={<T id={'general'} />}
|
||||
panel={<APAgingSummaryHeaderGeneral />}
|
||||
/>
|
||||
</Tabs>
|
||||
<div className={'financial-header-drawer__footer'}>
|
||||
<Button className={'mr1'} intent={Intent.PRIMARY} type={'submit'}>
|
||||
<T id={'calculate_report'} />
|
||||
</Button>
|
||||
<Button onClick={handleCancelClick} minimal={true}>
|
||||
<T id={'cancel'} />
|
||||
</Button>
|
||||
</div>
|
||||
</Form>
|
||||
</Formik>
|
||||
</FinancialStatementHeader>
|
||||
);
|
||||
}
|
||||
|
||||
export default compose(
|
||||
withAPAgingSummaryActions,
|
||||
withAPAgingSummary(({ payableAgingSummaryFilter }) => ({
|
||||
payableAgingFilter: payableAgingSummaryFilter,
|
||||
})),
|
||||
)(APAgingSummaryHeader);
|
||||
@@ -0,0 +1,77 @@
|
||||
import React from 'react';
|
||||
import { FastField } from 'formik';
|
||||
import { DateInput } from '@blueprintjs/datetime';
|
||||
import { Intent, FormGroup, InputGroup, Position } from '@blueprintjs/core';
|
||||
import { FormattedMessage as T } from 'react-intl';
|
||||
import { Row, Col, FieldHint } from 'components';
|
||||
import {
|
||||
momentFormatter,
|
||||
tansformDateValue,
|
||||
inputIntent,
|
||||
handleDateChange,
|
||||
} from 'utils';
|
||||
|
||||
/**
|
||||
* AP Aging Summary - Drawer Header - General Fields.
|
||||
*/
|
||||
export default function APAgingSummaryHeaderGeneral() {
|
||||
return (
|
||||
<div>
|
||||
<Row>
|
||||
<Col xs={5}>
|
||||
<FastField name={'asDate'}>
|
||||
{({ form, field: { value }, meta: { error } }) => (
|
||||
<FormGroup
|
||||
label={<T id={'as_date'} />}
|
||||
labelInfo={<FieldHint />}
|
||||
fill={true}
|
||||
intent={inputIntent({ error })}
|
||||
>
|
||||
<DateInput
|
||||
{...momentFormatter('YYYY/MM/DD')}
|
||||
value={tansformDateValue(value)}
|
||||
onChange={handleDateChange((selectedDate) => {
|
||||
form.setFieldValue('asDate', selectedDate);
|
||||
})}
|
||||
popoverProps={{ position: Position.BOTTOM, minimal: true }}
|
||||
minimal={true}
|
||||
fill={true}
|
||||
/>
|
||||
</FormGroup>
|
||||
)}
|
||||
</FastField>
|
||||
</Col>
|
||||
</Row>
|
||||
<Row>
|
||||
<Col xs={5}>
|
||||
<FastField name={'aging_days_before'}>
|
||||
{({ field, meta: { error } }) => (
|
||||
<FormGroup
|
||||
label={<T id={'aging_before_days'} />}
|
||||
labelInfo={<FieldHint />}
|
||||
intent={inputIntent({ error })}
|
||||
>
|
||||
<InputGroup intent={error && Intent.DANGER} {...field} />
|
||||
</FormGroup>
|
||||
)}
|
||||
</FastField>
|
||||
</Col>
|
||||
</Row>
|
||||
<Row>
|
||||
<Col xs={5}>
|
||||
<FastField name={'aging_periods'}>
|
||||
{({ field, meta: { error } }) => (
|
||||
<FormGroup
|
||||
label={<T id={'aging_periods'} />}
|
||||
labelInfo={<FieldHint />}
|
||||
intent={inputIntent({ error })}
|
||||
>
|
||||
<InputGroup intent={error && Intent.DANGER} {...field} />
|
||||
</FormGroup>
|
||||
)}
|
||||
</FastField>
|
||||
</Col>
|
||||
</Row>
|
||||
</div>
|
||||
);
|
||||
}
|
||||
@@ -0,0 +1,103 @@
|
||||
import React, { useMemo, useCallback } from 'react';
|
||||
import { FormattedMessage as T, useIntl } from 'react-intl';
|
||||
import { DataTable } from 'components';
|
||||
import FinancialSheet from 'components/FinancialSheet';
|
||||
|
||||
import withAPAgingSummary from './withAPAgingSummary';
|
||||
|
||||
import { compose, getColumnWidth } from 'utils';
|
||||
|
||||
/**
|
||||
* AP aging summary table sheet.
|
||||
*/
|
||||
function APAgingSummaryTable({
|
||||
//#withPayableAgingSummary
|
||||
payableAgingColumns,
|
||||
payableAgingRows,
|
||||
payableAgingLoading,
|
||||
|
||||
//#ownProps
|
||||
organizationName,
|
||||
}) {
|
||||
const { formatMessage } = useIntl();
|
||||
const agingColumns = useMemo(
|
||||
() =>
|
||||
payableAgingColumns.map((agingColumn) => {
|
||||
return `${agingColumn.before_days} - ${
|
||||
agingColumn.to_days || 'And Over'
|
||||
}`;
|
||||
}),
|
||||
[payableAgingColumns],
|
||||
);
|
||||
|
||||
const columns = useMemo(
|
||||
() => [
|
||||
{
|
||||
Header: <T id={'vendor_name'} />,
|
||||
accessor: 'name',
|
||||
className: 'name',
|
||||
width: 240,
|
||||
sticky: 'left',
|
||||
textOverview: true,
|
||||
},
|
||||
{
|
||||
Header: <T id={'current'} />,
|
||||
accessor: 'current',
|
||||
className: 'current',
|
||||
width: getColumnWidth(payableAgingRows, `current`, {
|
||||
minWidth: 120,
|
||||
}),
|
||||
},
|
||||
|
||||
...agingColumns.map((agingColumn, index) => ({
|
||||
Header: agingColumn,
|
||||
accessor: `aging-${index}`,
|
||||
width: getColumnWidth(payableAgingRows, `aging-${index}`, {
|
||||
minWidth: 120,
|
||||
}),
|
||||
})),
|
||||
{
|
||||
Header: <T id={'total'} />,
|
||||
accessor: 'total',
|
||||
width: getColumnWidth(payableAgingRows, 'total', {
|
||||
minWidth: 120,
|
||||
}),
|
||||
},
|
||||
],
|
||||
[payableAgingRows],
|
||||
);
|
||||
const rowClassNames = (row) => [`row-type--${row.original.rowType}`];
|
||||
|
||||
return (
|
||||
<FinancialSheet
|
||||
companyName={organizationName}
|
||||
name={'payable-aging-summary'}
|
||||
sheetType={formatMessage({ id: 'payable_aging_summary' })}
|
||||
asDate={new Date()}
|
||||
loading={payableAgingLoading}
|
||||
>
|
||||
<DataTable
|
||||
className={'bigcapital-datatable--financial-report'}
|
||||
columns={columns}
|
||||
data={payableAgingRows}
|
||||
rowClassNames={rowClassNames}
|
||||
noInitialFetch={true}
|
||||
sticky={true}
|
||||
/>
|
||||
</FinancialSheet>
|
||||
);
|
||||
}
|
||||
|
||||
export default compose(
|
||||
withAPAgingSummary(
|
||||
({
|
||||
payableAgingSummaryLoading,
|
||||
payableAgingSummaryColumns,
|
||||
payableAgingSummaryRows,
|
||||
}) => ({
|
||||
payableAgingLoading: payableAgingSummaryLoading,
|
||||
payableAgingColumns: payableAgingSummaryColumns,
|
||||
payableAgingRows: payableAgingSummaryRows,
|
||||
}),
|
||||
),
|
||||
)(APAgingSummaryTable);
|
||||
@@ -0,0 +1,5 @@
|
||||
import { transformToCamelCase, flatObject } from 'utils';
|
||||
|
||||
export const transformFilterFormToQuery = (form) => {
|
||||
return flatObject(transformToCamelCase(form));
|
||||
};
|
||||
@@ -0,0 +1,35 @@
|
||||
import { connect } from 'react-redux';
|
||||
import {
|
||||
getFinancialSheetFactory,
|
||||
getFinancialSheetColumnsFactory,
|
||||
getFinancialSheetTableRowsFactory,
|
||||
} from 'store/financialStatement/financialStatements.selectors';
|
||||
|
||||
export default (mapState) => {
|
||||
const mapStateToProps = (state, props) => {
|
||||
const getAPAgingSheet = getFinancialSheetFactory('payableAgingSummary');
|
||||
const getAPAgingSheetColumns = getFinancialSheetColumnsFactory(
|
||||
'payableAgingSummary',
|
||||
);
|
||||
const getAPAgingSheetRows = getFinancialSheetTableRowsFactory(
|
||||
'payableAgingSummary',
|
||||
);
|
||||
|
||||
const {
|
||||
loading,
|
||||
filter,
|
||||
refresh,
|
||||
} = state.financialStatements.payableAgingSummary;
|
||||
|
||||
const mapped = {
|
||||
payableAgingSummarySheet: getAPAgingSheet(state, props),
|
||||
payableAgingSummaryColumns: getAPAgingSheetColumns(state, props),
|
||||
payableAgingSummaryRows: getAPAgingSheetRows(state, props),
|
||||
payableAgingSummaryLoading: loading,
|
||||
payableAgingSummaryFilter: filter,
|
||||
APAgingSummaryRefresh: refresh,
|
||||
};
|
||||
return mapState ? mapState(mapped, state, props) : mapped;
|
||||
};
|
||||
return connect(mapStateToProps);
|
||||
};
|
||||
@@ -0,0 +1,18 @@
|
||||
import { connect } from 'react-redux';
|
||||
import {
|
||||
fetchPayableAginSummary,
|
||||
payableAgingSummaryRefresh,
|
||||
} from 'store/financialStatement/financialStatements.actions';
|
||||
|
||||
const mapActionsToProps = (dispatch) => ({
|
||||
requestPayableAgingSummary: (query) =>
|
||||
dispatch(fetchPayableAginSummary({ query })),
|
||||
refreshAPAgingSummary: (refresh) =>
|
||||
dispatch(payableAgingSummaryRefresh(refresh)),
|
||||
toggleFilterAPAgingSummary: () =>
|
||||
dispatch({
|
||||
type: 'PAYABLE_AGING_SUMMARY_FILTER_TOGGLE',
|
||||
}),
|
||||
});
|
||||
|
||||
export default connect(null, mapActionsToProps);
|
||||
@@ -97,16 +97,17 @@ function ReceivableAgingSummarySheet({
|
||||
const handleNumberFormatSubmit = (numberFormat) => {
|
||||
setQuery({
|
||||
...query,
|
||||
numberFormat
|
||||
numberFormat,
|
||||
});
|
||||
refreshARAgingSummary(true);
|
||||
};
|
||||
|
||||
console.log(query, 'EE');
|
||||
return (
|
||||
<DashboardInsider>
|
||||
<ARAgingSummaryActionsBar
|
||||
numberFormat={query.numberFormat}
|
||||
onNumberFormatSubmit={handleNumberFormatSubmit}/>
|
||||
onNumberFormatSubmit={handleNumberFormatSubmit}
|
||||
/>
|
||||
|
||||
<DashboardPageContent>
|
||||
<FinancialStatement>
|
||||
|
||||
@@ -48,7 +48,6 @@ function ARAgingSummaryActionsBar({
|
||||
const handleNumberFormatSubmit = (numberFormat) => {
|
||||
safeInvoke(onNumberFormatSubmit, numberFormat);
|
||||
};
|
||||
|
||||
return (
|
||||
<DashboardActionsBar>
|
||||
<NavbarGroup>
|
||||
@@ -98,7 +97,7 @@ function ARAgingSummaryActionsBar({
|
||||
className={Classes.MINIMAL}
|
||||
text={<T id={'filter'} />}
|
||||
icon={<Icon icon="filter-16" iconSize={16} />}
|
||||
/>
|
||||
/>
|
||||
<NavbarDivider />
|
||||
|
||||
<Button
|
||||
|
||||
@@ -972,5 +972,6 @@ export default {
|
||||
current: 'Current',
|
||||
adjustment_reasons: 'Adjustment reasons',
|
||||
transaction_number: 'Transaction #',
|
||||
running_balance: 'Running balance'
|
||||
running_balance: 'Running balance',
|
||||
payable_aging_summary: 'Payable Aging Summary',
|
||||
};
|
||||
|
||||
@@ -149,6 +149,14 @@ export default [
|
||||
}),
|
||||
breadcrumb: 'Receivable Aging Summary',
|
||||
},
|
||||
{
|
||||
path: '/financial-reports/payable-aging-summary',
|
||||
component: LazyLoader({
|
||||
loader: () =>
|
||||
import('containers/FinancialStatements/APAgingSummary/APAgingSummary'),
|
||||
}),
|
||||
breadcrumb: 'Payable Aging Summary',
|
||||
},
|
||||
{
|
||||
path: `/financial-reports/journal-sheet`,
|
||||
component: LazyLoader({
|
||||
|
||||
@@ -1,185 +1,266 @@
|
||||
import ApiService from "services/ApiService";
|
||||
import ApiService from 'services/ApiService';
|
||||
import t from 'store/types';
|
||||
|
||||
export const balanceSheetRefresh = (refresh) => {
|
||||
return dispatch => dispatch({
|
||||
type: 'BALANCE_SHEET_REFRESH',
|
||||
payload: { refresh },
|
||||
});
|
||||
return (dispatch) =>
|
||||
dispatch({
|
||||
type: 'BALANCE_SHEET_REFRESH',
|
||||
payload: { refresh },
|
||||
});
|
||||
};
|
||||
|
||||
export const fetchGeneralLedger = ({ query }) => {
|
||||
return (dispatch) => new Promise((resolve, reject) => {
|
||||
dispatch({
|
||||
type: t.GENERAL_LEDGER_SHEET_LOADING,
|
||||
loading: true,
|
||||
});
|
||||
ApiService.get('/financial_statements/general_ledger', { params: query }).then((response) => {
|
||||
dispatch({
|
||||
type: t.GENERAL_LEDGER_STATEMENT_SET,
|
||||
data: response.data,
|
||||
});
|
||||
return (dispatch) =>
|
||||
new Promise((resolve, reject) => {
|
||||
dispatch({
|
||||
type: t.GENERAL_LEDGER_SHEET_LOADING,
|
||||
loading: false,
|
||||
loading: true,
|
||||
});
|
||||
resolve(response);
|
||||
}).catch((error) => { reject(error); });
|
||||
});
|
||||
ApiService.get('/financial_statements/general_ledger', { params: query })
|
||||
.then((response) => {
|
||||
dispatch({
|
||||
type: t.GENERAL_LEDGER_STATEMENT_SET,
|
||||
data: response.data,
|
||||
});
|
||||
dispatch({
|
||||
type: t.GENERAL_LEDGER_SHEET_LOADING,
|
||||
loading: false,
|
||||
});
|
||||
resolve(response);
|
||||
})
|
||||
.catch((error) => {
|
||||
reject(error);
|
||||
});
|
||||
});
|
||||
};
|
||||
|
||||
export const refreshGeneralLedgerSheet = (refresh) => {
|
||||
return (dispatch) => dispatch({
|
||||
type: t.GENERAL_LEDGER_REFRESH,
|
||||
payload: { refresh },
|
||||
});
|
||||
return (dispatch) =>
|
||||
dispatch({
|
||||
type: t.GENERAL_LEDGER_REFRESH,
|
||||
payload: { refresh },
|
||||
});
|
||||
};
|
||||
|
||||
export const fetchBalanceSheet = ({ query }) => {
|
||||
return (dispatch) => new Promise((resolve, reject) => {
|
||||
dispatch({
|
||||
type: t.BALANCE_SHEET_LOADING,
|
||||
loading: true,
|
||||
});
|
||||
ApiService.get('/financial_statements/balance_sheet', { params: query }).then((response) => {
|
||||
dispatch({
|
||||
type: t.BALANCE_SHEET_STATEMENT_SET,
|
||||
data: response.data,
|
||||
query: query,
|
||||
});
|
||||
return (dispatch) =>
|
||||
new Promise((resolve, reject) => {
|
||||
dispatch({
|
||||
type: t.BALANCE_SHEET_LOADING,
|
||||
loading: false,
|
||||
loading: true,
|
||||
});
|
||||
dispatch({
|
||||
type: t.SET_DASHBOARD_REQUEST_COMPLETED,
|
||||
});
|
||||
resolve(response);
|
||||
}).catch((error) => { reject(error); });
|
||||
});
|
||||
ApiService.get('/financial_statements/balance_sheet', { params: query })
|
||||
.then((response) => {
|
||||
dispatch({
|
||||
type: t.BALANCE_SHEET_STATEMENT_SET,
|
||||
data: response.data,
|
||||
query: query,
|
||||
});
|
||||
dispatch({
|
||||
type: t.BALANCE_SHEET_LOADING,
|
||||
loading: false,
|
||||
});
|
||||
dispatch({
|
||||
type: t.SET_DASHBOARD_REQUEST_COMPLETED,
|
||||
});
|
||||
resolve(response);
|
||||
})
|
||||
.catch((error) => {
|
||||
reject(error);
|
||||
});
|
||||
});
|
||||
};
|
||||
|
||||
export const fetchTrialBalanceSheet = ({ query }) => {
|
||||
return (dispatch) => new Promise((resolve, reject) => {
|
||||
dispatch({
|
||||
type: t.TRIAL_BALANCE_SHEET_LOADING,
|
||||
loading: true,
|
||||
});
|
||||
ApiService.get('/financial_statements/trial_balance_sheet', { params: query }).then((response) => {
|
||||
dispatch({
|
||||
type: t.TRAIL_BALANCE_STATEMENT_SET,
|
||||
data: response.data,
|
||||
});
|
||||
return (dispatch) =>
|
||||
new Promise((resolve, reject) => {
|
||||
dispatch({
|
||||
type: t.TRIAL_BALANCE_SHEET_LOADING,
|
||||
loading: false,
|
||||
loading: true,
|
||||
});
|
||||
resolve(response.data);
|
||||
}).catch((error) => { reject(error); })
|
||||
})
|
||||
ApiService.get('/financial_statements/trial_balance_sheet', {
|
||||
params: query,
|
||||
})
|
||||
.then((response) => {
|
||||
dispatch({
|
||||
type: t.TRAIL_BALANCE_STATEMENT_SET,
|
||||
data: response.data,
|
||||
});
|
||||
dispatch({
|
||||
type: t.TRIAL_BALANCE_SHEET_LOADING,
|
||||
loading: false,
|
||||
});
|
||||
resolve(response.data);
|
||||
})
|
||||
.catch((error) => {
|
||||
reject(error);
|
||||
});
|
||||
});
|
||||
};
|
||||
|
||||
export const trialBalanceRefresh = (refresh) => {
|
||||
return (dispatch) => dispatch({
|
||||
type: t.TRIAL_BALANCE_REFRESH,
|
||||
payload: { refresh },
|
||||
});
|
||||
return (dispatch) =>
|
||||
dispatch({
|
||||
type: t.TRIAL_BALANCE_REFRESH,
|
||||
payload: { refresh },
|
||||
});
|
||||
};
|
||||
|
||||
export const fetchProfitLossSheet = ({ query }) => {
|
||||
return (dispatch) => new Promise((resolve, reject) => {
|
||||
dispatch({
|
||||
type: t.PROFIT_LOSS_SHEET_LOADING,
|
||||
loading: true,
|
||||
});
|
||||
ApiService.get('/financial_statements/profit_loss_sheet', { params: query }).then((response) => {
|
||||
dispatch({
|
||||
type: t.PROFIT_LOSS_SHEET_SET,
|
||||
profitLoss: response.data.data,
|
||||
columns: response.data.columns,
|
||||
query: response.data.query,
|
||||
});
|
||||
return (dispatch) =>
|
||||
new Promise((resolve, reject) => {
|
||||
dispatch({
|
||||
type: t.PROFIT_LOSS_SHEET_LOADING,
|
||||
loading: false,
|
||||
loading: true,
|
||||
});
|
||||
resolve(response.data);
|
||||
}).catch((error) => { reject(error); });
|
||||
})
|
||||
ApiService.get('/financial_statements/profit_loss_sheet', {
|
||||
params: query,
|
||||
})
|
||||
.then((response) => {
|
||||
dispatch({
|
||||
type: t.PROFIT_LOSS_SHEET_SET,
|
||||
profitLoss: response.data.data,
|
||||
columns: response.data.columns,
|
||||
query: response.data.query,
|
||||
});
|
||||
dispatch({
|
||||
type: t.PROFIT_LOSS_SHEET_LOADING,
|
||||
loading: false,
|
||||
});
|
||||
resolve(response.data);
|
||||
})
|
||||
.catch((error) => {
|
||||
reject(error);
|
||||
});
|
||||
});
|
||||
};
|
||||
|
||||
export const profitLossRefresh = (refresh) => {
|
||||
return dispatch => dispatch({
|
||||
type: t.PROFIT_LOSS_REFRESH,
|
||||
payload: { refresh },
|
||||
});
|
||||
}
|
||||
return (dispatch) =>
|
||||
dispatch({
|
||||
type: t.PROFIT_LOSS_REFRESH,
|
||||
payload: { refresh },
|
||||
});
|
||||
};
|
||||
|
||||
export const fetchJournalSheet = ({ query }) => {
|
||||
return (dispatch) => new Promise((resolve, reject) => {
|
||||
dispatch({
|
||||
type: t.JOURNAL_SHEET_LOADING,
|
||||
loading: true,
|
||||
});
|
||||
ApiService.get('/financial_statements/journal', { params: query }).then((response) => {
|
||||
dispatch({
|
||||
type: t.JOURNAL_SHEET_SET,
|
||||
data: response.data,
|
||||
query: response.data.query,
|
||||
});
|
||||
return (dispatch) =>
|
||||
new Promise((resolve, reject) => {
|
||||
dispatch({
|
||||
type: t.JOURNAL_SHEET_LOADING,
|
||||
loading: false,
|
||||
loading: true,
|
||||
});
|
||||
resolve(response.data);
|
||||
}).catch(error => { reject(error); });
|
||||
});
|
||||
ApiService.get('/financial_statements/journal', { params: query })
|
||||
.then((response) => {
|
||||
dispatch({
|
||||
type: t.JOURNAL_SHEET_SET,
|
||||
data: response.data,
|
||||
query: response.data.query,
|
||||
});
|
||||
dispatch({
|
||||
type: t.JOURNAL_SHEET_LOADING,
|
||||
loading: false,
|
||||
});
|
||||
resolve(response.data);
|
||||
})
|
||||
.catch((error) => {
|
||||
reject(error);
|
||||
});
|
||||
});
|
||||
};
|
||||
|
||||
export const refreshJournalSheet = (refresh) => {
|
||||
return dispatch => dispatch({
|
||||
type: t.JOURNAL_SHEET_REFRESH,
|
||||
payload: { refresh },
|
||||
});
|
||||
}
|
||||
return (dispatch) =>
|
||||
dispatch({
|
||||
type: t.JOURNAL_SHEET_REFRESH,
|
||||
payload: { refresh },
|
||||
});
|
||||
};
|
||||
|
||||
export const fetchReceivableAgingSummary = ({ query }) => {
|
||||
return (dispatch) => new Promise((resolve, reject) => {
|
||||
dispatch({
|
||||
type: t.RECEIVABLE_AGING_SUMMARY_LOADING,
|
||||
payload: {
|
||||
loading: true,
|
||||
},
|
||||
});
|
||||
ApiService
|
||||
.get('/financial_statements/receivable_aging_summary', { params: query })
|
||||
.then((response) => {
|
||||
dispatch({
|
||||
type: t.RECEIVABLE_AGING_SUMMARY_SET,
|
||||
payload: {
|
||||
customers: response.data.data.customers,
|
||||
total: response.data.data.total,
|
||||
columns: response.data.columns,
|
||||
query,
|
||||
},
|
||||
});
|
||||
dispatch({
|
||||
type: t.RECEIVABLE_AGING_SUMMARY_LOADING,
|
||||
payload: {
|
||||
loading: false,
|
||||
},
|
||||
});
|
||||
resolve(response);
|
||||
})
|
||||
.catch((error) => {
|
||||
reject(error);
|
||||
return (dispatch) =>
|
||||
new Promise((resolve, reject) => {
|
||||
dispatch({
|
||||
type: t.RECEIVABLE_AGING_SUMMARY_LOADING,
|
||||
payload: {
|
||||
loading: true,
|
||||
},
|
||||
});
|
||||
});
|
||||
}
|
||||
ApiService.get('/financial_statements/receivable_aging_summary', {
|
||||
params: query,
|
||||
})
|
||||
.then((response) => {
|
||||
dispatch({
|
||||
type: t.RECEIVABLE_AGING_SUMMARY_SET,
|
||||
payload: {
|
||||
customers: response.data.data.customers,
|
||||
total: response.data.data.total,
|
||||
columns: response.data.columns,
|
||||
query,
|
||||
},
|
||||
});
|
||||
dispatch({
|
||||
type: t.RECEIVABLE_AGING_SUMMARY_LOADING,
|
||||
payload: {
|
||||
loading: false,
|
||||
},
|
||||
});
|
||||
resolve(response);
|
||||
})
|
||||
.catch((error) => {
|
||||
reject(error);
|
||||
});
|
||||
});
|
||||
};
|
||||
|
||||
export const receivableAgingSummaryRefresh = (refresh) => {
|
||||
return (dispatch) => dispatch({
|
||||
type: t.RECEIVABLE_AGING_SUMMARY_REFRESH,
|
||||
payload: { refresh },
|
||||
});
|
||||
}
|
||||
return (dispatch) =>
|
||||
dispatch({
|
||||
type: t.RECEIVABLE_AGING_SUMMARY_REFRESH,
|
||||
payload: { refresh },
|
||||
});
|
||||
};
|
||||
|
||||
export const fetchPayableAginSummary = ({ query }) => {
|
||||
return (dispatch) =>
|
||||
new Promise((resolve, reject) => {
|
||||
dispatch({
|
||||
type: t.PAYABLE_AGING_SUMMARY_LOADING,
|
||||
payload: {
|
||||
loading: true,
|
||||
},
|
||||
});
|
||||
ApiService.get('/financial_statements/payable_aging_summary', {
|
||||
params: query,
|
||||
})
|
||||
.then((response) => {
|
||||
dispatch({
|
||||
type: t.PAYABLE_AGING_SUMMARY_SET,
|
||||
payload: {
|
||||
vendors: response.data.data.vendors,
|
||||
total: response.data.data.total,
|
||||
columns: response.data.columns,
|
||||
query,
|
||||
},
|
||||
});
|
||||
dispatch({
|
||||
type: t.PAYABLE_AGING_SUMMARY_LOADING,
|
||||
payload: {
|
||||
loading: false,
|
||||
},
|
||||
});
|
||||
resolve(response);
|
||||
})
|
||||
.catch((error) => {
|
||||
reject(error);
|
||||
});
|
||||
});
|
||||
};
|
||||
|
||||
export const payableAgingSummaryRefresh = (refresh) => {
|
||||
return (dispatch) =>
|
||||
dispatch({
|
||||
type: t.PAYABLE_AGING_SUMMARY_REFRESH,
|
||||
payload: { refresh },
|
||||
});
|
||||
};
|
||||
|
||||
@@ -193,7 +193,7 @@ export const profitLossToTableRowsMapper = (profitLoss) => {
|
||||
total: profitLoss.gross_profit.total,
|
||||
total_periods: profitLoss.gross_profit.total_periods,
|
||||
rowTypes: ['gross_total', 'section_total', 'total'],
|
||||
})
|
||||
});
|
||||
}
|
||||
if (profitLoss.expenses) {
|
||||
results.push({
|
||||
@@ -209,7 +209,7 @@ export const profitLossToTableRowsMapper = (profitLoss) => {
|
||||
},
|
||||
],
|
||||
total_periods: profitLoss.expenses.total_periods,
|
||||
})
|
||||
});
|
||||
}
|
||||
if (profitLoss.operating_profit) {
|
||||
results.push({
|
||||
@@ -217,7 +217,7 @@ export const profitLossToTableRowsMapper = (profitLoss) => {
|
||||
total: profitLoss.operating_profit.total,
|
||||
total_periods: profitLoss.income.total_periods,
|
||||
rowTypes: ['net_operating_total', 'section_total', 'total'],
|
||||
})
|
||||
});
|
||||
}
|
||||
if (profitLoss.other_income) {
|
||||
results.push({
|
||||
@@ -257,7 +257,42 @@ export const profitLossToTableRowsMapper = (profitLoss) => {
|
||||
total: profitLoss.net_income.total,
|
||||
total_periods: profitLoss.net_income.total_periods,
|
||||
rowTypes: ['net_income_total', 'section_total', 'total'],
|
||||
})
|
||||
};
|
||||
});
|
||||
}
|
||||
return results;
|
||||
};
|
||||
|
||||
export const APAgingSummaryTableRowsMapper = (sheet, total) => {
|
||||
const rows = [];
|
||||
|
||||
const mapAging = (agingPeriods) => {
|
||||
return agingPeriods.reduce((acc, aging, index) => {
|
||||
acc[`aging-${index}`] = aging.total.formatted_amount;
|
||||
return acc;
|
||||
}, {});
|
||||
};
|
||||
sheet.vendors.forEach((vendor) => {
|
||||
const agingRow = mapAging(vendor.aging);
|
||||
|
||||
rows.push({
|
||||
rowType: 'vendor',
|
||||
name: vendor.vendor_name,
|
||||
...agingRow,
|
||||
current: vendor.current.formatted_amount,
|
||||
total: vendor.total.formatted_amount,
|
||||
});
|
||||
});
|
||||
if (rows.length <= 0) {
|
||||
return [];
|
||||
}
|
||||
return [
|
||||
...rows,
|
||||
{
|
||||
name: '',
|
||||
rowType: 'total',
|
||||
current: sheet.total.current.formatted_amount,
|
||||
...mapAging(sheet.total.aging),
|
||||
total: sheet.total.total.formatted_amount,
|
||||
},
|
||||
];
|
||||
};
|
||||
|
||||
@@ -6,6 +6,7 @@ import {
|
||||
generalLedgerToTableRows,
|
||||
profitLossToTableRowsMapper,
|
||||
ARAgingSummaryTableRowsMapper,
|
||||
APAgingSummaryTableRowsMapper,
|
||||
mapTrialBalanceSheetToRows,
|
||||
} from './financialStatements.mappers';
|
||||
|
||||
@@ -48,6 +49,13 @@ const initialState = {
|
||||
filter: true,
|
||||
refresh: false,
|
||||
},
|
||||
payableAgingSummary: {
|
||||
sheet: {},
|
||||
loading: false,
|
||||
tableRows: [],
|
||||
filter: true,
|
||||
refresh: false,
|
||||
},
|
||||
};
|
||||
|
||||
const financialStatementFilterToggle = (financialName, statePath) => {
|
||||
@@ -172,7 +180,7 @@ export default createReducer(initialState, {
|
||||
const { refresh } = action.payload;
|
||||
state.receivableAgingSummary.refresh = !!refresh;
|
||||
},
|
||||
[t.RECEIVABLE_AGING_SUMMARY_LOADING]: (state, action) => {
|
||||
[t.RECEIVABLE_AGING_SUMMARY_LOADING]: (state, action) => {
|
||||
const { loading } = action.payload;
|
||||
state.receivableAgingSummary.loading = loading;
|
||||
},
|
||||
@@ -180,4 +188,29 @@ export default createReducer(initialState, {
|
||||
'RECEIVABLE_AGING_SUMMARY',
|
||||
'receivableAgingSummary',
|
||||
),
|
||||
|
||||
[t.PAYABLE_AGING_SUMMARY_SET]: (state, action) => {
|
||||
const { vendors, total, columns, query } = action.payload;
|
||||
|
||||
const receivableSheet = {
|
||||
query,
|
||||
columns,
|
||||
vendors,
|
||||
total,
|
||||
tableRows: APAgingSummaryTableRowsMapper({ vendors, columns, total }),
|
||||
};
|
||||
state.payableAgingSummary.sheet = receivableSheet;
|
||||
},
|
||||
[t.PAYABLE_AGING_SUMMARY_REFRESH]: (state, action) => {
|
||||
const { refresh } = action.payload;
|
||||
state.payableAgingSummary.refresh = !!refresh;
|
||||
},
|
||||
[t.PAYABLE_AGING_SUMMARY_LOADING]: (state, action) => {
|
||||
const { loading } = action.payload;
|
||||
state.payableAgingSummary.loading = loading;
|
||||
},
|
||||
...financialStatementFilterToggle(
|
||||
'PAYABLE_AGING_SUMMARY',
|
||||
'payableAgingSummary',
|
||||
),
|
||||
});
|
||||
|
||||
@@ -1,5 +1,3 @@
|
||||
|
||||
|
||||
export default {
|
||||
GENERAL_LEDGER_STATEMENT_SET: 'GENERAL_LEDGER_STATEMENT_SET',
|
||||
GENERAL_LEDGER_SHEET_LOADING: 'GENERAL_LEDGER_SHEET_LOADING',
|
||||
@@ -25,4 +23,8 @@ export default {
|
||||
RECEIVABLE_AGING_SUMMARY_SET: 'RECEIVABLE_AGING_SUMMARY_SET',
|
||||
RECEIVABLE_AGING_REFRECH: 'RECEIVABLE_AGING_REFRECH',
|
||||
RECEIVABLE_AGING_SUMMARY_REFRESH: 'RECEIVABLE_AGING_SUMMARY_REFRESH',
|
||||
}
|
||||
|
||||
PAYABLE_AGING_SUMMARY_LOADING: 'PAYABLE_AGING_SUMMARY_LOADING',
|
||||
PAYABLE_AGING_SUMMARY_SET: 'PAYABLE_AGING_SUMMARY_SET',
|
||||
PAYABLE_AGING_SUMMARY_REFRESH: 'PAYABLE_AGING_SUMMARY_REFRESH',
|
||||
};
|
||||
|
||||
Reference in New Issue
Block a user