mirror of
https://github.com/bigcapitalhq/bigcapital.git
synced 2026-02-20 23:00:34 +00:00
feat: AR aging summary sheet frontend.
This commit is contained in:
@@ -1,7 +1,6 @@
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import React, { lazy } from 'react';
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import React, { lazy } from 'react';
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import AccountFormDialog from 'containers/Dialogs/AccountFormDialog';
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import AccountFormDialog from 'containers/Dialogs/AccountFormDialog';
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import InviteUserDialog from 'containers/Dialogs/InviteUserDialog';
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import InviteUserDialog from 'containers/Dialogs/InviteUserDialog';
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import ItemCategoryDialog from 'containers/Dialogs/ItemCategoryDialog';
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import ItemCategoryDialog from 'containers/Dialogs/ItemCategoryDialog';
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import CurrencyFormDialog from 'containers/Dialogs/CurrencyFormDialog';
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import CurrencyFormDialog from 'containers/Dialogs/CurrencyFormDialog';
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@@ -0,0 +1,127 @@
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import React, { useEffect, useState, useCallback } from 'react';
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import { useIntl } from 'react-intl';
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import { queryCache, useQuery } from 'react-query';
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import moment from 'moment';
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import { FinancialStatement } from 'components';
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import DashboardInsider from 'components/Dashboard/DashboardInsider';
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import ARAgingSummaryActionsBar from './ARAgingSummaryActionsBar';
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import DashboardPageContent from 'components/Dashboard/DashboardPageContent';
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import ARAgingSummaryHeader from './ARAgingSummaryHeader';
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import ReceivableAgingSummaryTable from './ARAgingSummaryTable';
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import withSettings from 'containers/Settings/withSettings';
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import withDashboardActions from 'containers/Dashboard/withDashboardActions';
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import withARAgingSummaryActions from './withARAgingSummaryActions';
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import withARAgingSummary from './withARAgingSummary';
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import { compose } from 'utils';
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import { transfromFilterFormToQuery } from './common';
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/**
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* AR aging summary report.
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*/
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function ReceivableAgingSummarySheet({
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// #withSettings
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organizationName,
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// #withDashboardActions
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changePageTitle,
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setDashboardBackLink,
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// #withARAgingSummaryActions
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requestReceivableAgingSummary,
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refreshARAgingSummary,
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toggleFilterARAgingSummary,
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// #withARAgingSummary
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ARAgingSummaryRefresh,
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}) {
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const { formatMessage } = useIntl();
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const [query, setQuery] = useState({
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asDate: moment().endOf('day').format('YYYY-MM-DD'),
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agingBeforeDays: 30,
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agingPeriods: 3,
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});
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useEffect(() => {
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changePageTitle(formatMessage({ id: 'receivable_aging_summary' }));
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}, [changePageTitle, formatMessage]);
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useEffect(() => {
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if (ARAgingSummaryRefresh) {
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queryCache.invalidateQueries('receivable-aging-summary');
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refreshARAgingSummary(false);
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}
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}, [ARAgingSummaryRefresh, refreshARAgingSummary]);
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useEffect(() => {
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// Show the back link on dashboard topbar.
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setDashboardBackLink(true);
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return () => {
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// Hide the back link on dashboard topbar.
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setDashboardBackLink(false);
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};
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}, [setDashboardBackLink]);
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// Handle fetching receivable aging summary report.
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const fetchARAgingSummarySheet = useQuery(
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['receivable-aging-summary', query],
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(key, q) =>
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requestReceivableAgingSummary({
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...transfromFilterFormToQuery(q),
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}),
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{ manual: true },
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);
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// Handle fetch the data of receivable aging summary sheet.
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const handleFetchData = useCallback((...args) => {}, []);
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const handleFilterSubmit = useCallback(
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(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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setQuery(_filter);
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refreshARAgingSummary(true);
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toggleFilterARAgingSummary(false);
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},
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[refreshARAgingSummary, toggleFilterARAgingSummary],
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);
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return (
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<DashboardInsider>
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<ARAgingSummaryActionsBar />
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<DashboardPageContent>
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<FinancialStatement>
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<ARAgingSummaryHeader
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pageFilter={query}
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onSubmitFilter={handleFilterSubmit}
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/>
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<div class="financial-statement__body">
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<ReceivableAgingSummaryTable
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organizationName={organizationName}
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receivableAgingSummaryQuery={query}
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onFetchData={handleFetchData}
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/>
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</div>
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</FinancialStatement>
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</DashboardPageContent>
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</DashboardInsider>
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);
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}
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export default compose(
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withDashboardActions,
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withARAgingSummaryActions,
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withSettings(({ organizationSettings }) => ({
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organizationName: organizationSettings.name,
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})),
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withARAgingSummary(({ ARAgingSummaryRefresh }) => ({
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ARAgingSummaryRefresh: ARAgingSummaryRefresh,
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})),
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)(ReceivableAgingSummarySheet);
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@@ -0,0 +1,94 @@
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import React from 'react';
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import {
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NavbarDivider,
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NavbarGroup,
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Classes,
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Button,
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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 DashboardActionsBar from 'components/Dashboard/DashboardActionsBar';
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import Icon from 'components/Icon';
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import withARAgingSummary from './withARAgingSummary';
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import withARAgingSummaryActions from './withARAgingSummaryActions';
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import { compose } from 'utils';
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/**
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* AR Aging summary sheet - Actions bar.
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*/
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function ARAgingSummaryActionsBar({
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// #withReceivableAging
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receivableAgingFilter,
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// #withReceivableAgingActions
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toggleFilterARAgingSummary,
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refreshARAgingSummary,
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}) {
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const handleFilterToggleClick = () => {
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toggleFilterARAgingSummary();
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};
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// Handles re-calculate report button.
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const handleRecalcReport = () => {
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refreshARAgingSummary(true);
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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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receivableAgingFilter ? (
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<T id="hide_customizer" />
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) : (
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<T id={'customize_report'} />
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)
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}
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onClick={handleFilterToggleClick}
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active={receivableAgingFilter}
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/>
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<NavbarDivider />
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<Button
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className={Classes.MINIMAL}
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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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<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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withARAgingSummaryActions,
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withARAgingSummary(({ receivableAgingSummaryFilter }) => ({
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receivableAgingFilter: receivableAgingSummaryFilter,
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})),
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)(ARAgingSummaryActionsBar);
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@@ -0,0 +1,98 @@
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import React from 'react';
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import { FormattedMessage as T } from 'react-intl';
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import { Formik, Form } from 'formik';
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import * as Yup from 'yup';
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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 FinancialStatementHeader from 'containers/FinancialStatements/FinancialStatementHeader';
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import ARAgingSummaryHeaderGeneral from './ARAgingSummaryHeaderGeneral';
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import withARAgingSummary from './withARAgingSummary';
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import withARAgingSummaryActions from './withARAgingSummaryActions';
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import { compose } from 'utils';
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/**
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* AR Aging Summary Report - Drawer Header.
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*/
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function ARAgingSummaryHeader({
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pageFilter,
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onSubmitFilter,
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receivableAgingFilter,
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// #withReceivableAgingSummary
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receivableAgingRefresh,
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// #withReceivableAgingSummaryActions
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refreshReceivableAgingSummary,
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toggleFilterARAgingSummary,
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}) {
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const validationSchema = Yup.object().shape({
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asDate: Yup.date().required().label('asDate'),
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agingBeforeDays: Yup.number()
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.required()
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.integer()
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.positive()
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.label('agingBeforeDays'),
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agingPeriods: Yup.number()
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.required()
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.integer()
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.positive()
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.label('agingPeriods'),
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});
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// Initial values.
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const initialValues = {
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asDate: moment(pageFilter.asDate).toDate(),
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agingBeforeDays: 30,
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agingPeriods: 3,
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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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setSubmitting(false);
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};
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// Handle cancel button click.
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const handleCancelClick = () => {
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toggleFilterARAgingSummary();
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};
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return (
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<FinancialStatementHeader isOpen={receivableAgingFilter}>
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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={<ARAgingSummaryHeaderGeneral />}
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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={handleCancelClick} 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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withARAgingSummaryActions,
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|
withARAgingSummary(
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({ receivableAgingSummaryFilter, receivableAgingSummaryRefresh }) => ({
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receivableAgingFilter: receivableAgingSummaryFilter,
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receivableAgingRefresh: receivableAgingSummaryRefresh,
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}),
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),
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)(ARAgingSummaryHeader);
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@@ -0,0 +1,76 @@
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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 { Intent, FormGroup, InputGroup, Position } 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 { momentFormatter } from 'utils';
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|
|
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/**
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* AR Aging Summary - Drawer Header - General Fields.
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||||||
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*/
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export default function ARAgingSummaryHeaderGeneral({}) {
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return (
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||||||
|
<div>
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||||||
|
<Row>
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||||||
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<Col xs={5}>
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||||||
|
<FastField name={'asDate'}>
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||||||
|
{({ form, field: { value }, meta: { error, touched } }) => (
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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={error && Intent.DANGER}
|
||||||
|
>
|
||||||
|
<DateInput
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||||||
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{...momentFormatter('YYYY/MM/DD')}
|
||||||
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value={value}
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||||||
|
onChange={(selectedDate) => {
|
||||||
|
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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||||||
|
/>
|
||||||
|
</FormGroup>
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||||||
|
)}
|
||||||
|
</FastField>
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||||||
|
</Col>
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||||||
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</Row>
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||||||
|
|
||||||
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<Row>
|
||||||
|
<Col xs={5}>
|
||||||
|
<FastField name={'agingBeforeDays'}>
|
||||||
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{({ field, meta: { error, touched } }) => (
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||||||
|
<FormGroup
|
||||||
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label={<T id={'aging_before_days'} />}
|
||||||
|
labelInfo={<FieldHint />}
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||||||
|
className={'form-group--aging-before-days'}
|
||||||
|
intent={error && Intent.DANGER}
|
||||||
|
>
|
||||||
|
<InputGroup medium={true} intent={error && Intent.DANGER} {...field } />
|
||||||
|
</FormGroup>
|
||||||
|
)}
|
||||||
|
</FastField>
|
||||||
|
</Col>
|
||||||
|
</Row>
|
||||||
|
|
||||||
|
<Row>
|
||||||
|
<Col xs={5}>
|
||||||
|
<FastField name={'agingPeriods'}>
|
||||||
|
{({ field, meta: { error, touched } }) => (
|
||||||
|
<FormGroup
|
||||||
|
label={<T id={'aging_periods'} />}
|
||||||
|
labelInfo={<FieldHint />}
|
||||||
|
className={'form-group--aging-periods'}
|
||||||
|
intent={error && Intent.DANGER}
|
||||||
|
>
|
||||||
|
<InputGroup medium={true} 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/DataTable';
|
||||||
|
import FinancialSheet from 'components/FinancialSheet';
|
||||||
|
|
||||||
|
import withARAgingSummary from './withARAgingSummary';
|
||||||
|
|
||||||
|
import { compose } from 'utils';
|
||||||
|
|
||||||
|
/**
|
||||||
|
* AR aging summary table sheet.
|
||||||
|
*/
|
||||||
|
function ReceivableAgingSummaryTable({
|
||||||
|
// #withReceivableAgingSummary
|
||||||
|
receivableAgingRows,
|
||||||
|
receivableAgingLoading,
|
||||||
|
receivableAgingColumns,
|
||||||
|
|
||||||
|
// #ownProps
|
||||||
|
onFetchData,
|
||||||
|
organizationName,
|
||||||
|
}) {
|
||||||
|
const { formatMessage } = useIntl();
|
||||||
|
|
||||||
|
const agingColumns = useMemo(() => {
|
||||||
|
return receivableAgingColumns.map((agingColumn) => {
|
||||||
|
return `${agingColumn.before_days} - ${
|
||||||
|
agingColumn.to_days || 'And Over'
|
||||||
|
}`;
|
||||||
|
});
|
||||||
|
}, [receivableAgingColumns]);
|
||||||
|
|
||||||
|
const columns = useMemo(
|
||||||
|
() => [
|
||||||
|
{
|
||||||
|
Header: <T id={'customer_name'} />,
|
||||||
|
accessor: 'name',
|
||||||
|
className: 'customer_name',
|
||||||
|
sticky: 'left',
|
||||||
|
width: 200,
|
||||||
|
},
|
||||||
|
{
|
||||||
|
Header: <T id={'current'} />,
|
||||||
|
accessor: 'current',
|
||||||
|
className: 'current',
|
||||||
|
width: 120,
|
||||||
|
},
|
||||||
|
...agingColumns.map((agingColumn, index) => ({
|
||||||
|
Header: agingColumn,
|
||||||
|
accessor: `aging-${index }`,
|
||||||
|
width: 120,
|
||||||
|
})),
|
||||||
|
{
|
||||||
|
Header: (<T id={'total'} />),
|
||||||
|
id: 'total',
|
||||||
|
accessor: 'total',
|
||||||
|
className: 'total',
|
||||||
|
width: 140,
|
||||||
|
},
|
||||||
|
],
|
||||||
|
[agingColumns],
|
||||||
|
);
|
||||||
|
|
||||||
|
const rowClassNames = (row) => [`row-type--${row.original.rowType}`];
|
||||||
|
|
||||||
|
const handleFetchData = useCallback((...args) => {
|
||||||
|
// onFetchData && onFetchData(...args);
|
||||||
|
}, []);
|
||||||
|
|
||||||
|
return (
|
||||||
|
<FinancialSheet
|
||||||
|
companyName={organizationName}
|
||||||
|
name={'receivable-aging-summary'}
|
||||||
|
sheetType={formatMessage({ id: 'receivable_aging_summary' })}
|
||||||
|
asDate={new Date()}
|
||||||
|
loading={receivableAgingLoading}
|
||||||
|
>
|
||||||
|
<DataTable
|
||||||
|
className="bigcapital-datatable--financial-report"
|
||||||
|
columns={columns}
|
||||||
|
data={receivableAgingRows}
|
||||||
|
rowClassNames={rowClassNames}
|
||||||
|
onFetchData={handleFetchData}
|
||||||
|
noInitialFetch={true}
|
||||||
|
sticky={true}
|
||||||
|
/>
|
||||||
|
</FinancialSheet>
|
||||||
|
);
|
||||||
|
}
|
||||||
|
|
||||||
|
export default compose(
|
||||||
|
withARAgingSummary(
|
||||||
|
({
|
||||||
|
receivableAgingSummaryLoading,
|
||||||
|
receivableAgingSummaryColumns,
|
||||||
|
receivableAgingSummaryRows,
|
||||||
|
}) => ({
|
||||||
|
receivableAgingLoading: receivableAgingSummaryLoading,
|
||||||
|
receivableAgingColumns: receivableAgingSummaryColumns,
|
||||||
|
receivableAgingRows: receivableAgingSummaryRows,
|
||||||
|
}),
|
||||||
|
),
|
||||||
|
)(ReceivableAgingSummaryTable);
|
||||||
@@ -0,0 +1,5 @@
|
|||||||
|
import { mapKeys, snakeCase } from 'lodash';
|
||||||
|
|
||||||
|
export const transfromFilterFormToQuery = (form) => {
|
||||||
|
return mapKeys(form, (v, k) => snakeCase(k));
|
||||||
|
};
|
||||||
@@ -0,0 +1,36 @@
|
|||||||
|
import { connect } from 'react-redux';
|
||||||
|
import {
|
||||||
|
getFinancialSheetFactory,
|
||||||
|
getFinancialSheetAccountsFactory,
|
||||||
|
getFinancialSheetColumnsFactory,
|
||||||
|
getFinancialSheetQueryFactory,
|
||||||
|
getFinancialSheetTableRowsFactory,
|
||||||
|
} from 'store/financialStatement/financialStatements.selectors';
|
||||||
|
|
||||||
|
export default (mapState) => {
|
||||||
|
const mapStateToProps = (state, props) => {
|
||||||
|
const getARAgingSheet = getFinancialSheetFactory('receivableAgingSummary');
|
||||||
|
const getARAgingSheetColumns = getFinancialSheetColumnsFactory(
|
||||||
|
'receivableAgingSummary',
|
||||||
|
);
|
||||||
|
const getARAgingSheetRows = getFinancialSheetTableRowsFactory(
|
||||||
|
'receivableAgingSummary',
|
||||||
|
);
|
||||||
|
const {
|
||||||
|
loading,
|
||||||
|
filter,
|
||||||
|
refresh,
|
||||||
|
} = state.financialStatements.receivableAgingSummary;
|
||||||
|
|
||||||
|
const mapped = {
|
||||||
|
receivableAgingSummarySheet: getARAgingSheet(state, props),
|
||||||
|
receivableAgingSummaryColumns: getARAgingSheetColumns(state, props),
|
||||||
|
receivableAgingSummaryRows: getARAgingSheetRows(state, props),
|
||||||
|
receivableAgingSummaryLoading: loading,
|
||||||
|
receivableAgingSummaryFilter: filter,
|
||||||
|
ARAgingSummaryRefresh: refresh,
|
||||||
|
};
|
||||||
|
return mapState ? mapState(mapped, state, props) : mapped;
|
||||||
|
};
|
||||||
|
return connect(mapStateToProps);
|
||||||
|
};
|
||||||
@@ -7,11 +7,11 @@ import {
|
|||||||
const mapActionsToProps = (dispatch) => ({
|
const mapActionsToProps = (dispatch) => ({
|
||||||
requestReceivableAgingSummary: (query) =>
|
requestReceivableAgingSummary: (query) =>
|
||||||
dispatch(fetchReceivableAgingSummary({ query })),
|
dispatch(fetchReceivableAgingSummary({ query })),
|
||||||
toggleFilterReceivableAgingSummary: () =>
|
toggleFilterARAgingSummary: () =>
|
||||||
dispatch({
|
dispatch({
|
||||||
type: 'RECEIVABLE_AGING_SUMMARY_FILTER_TOGGLE',
|
type: 'RECEIVABLE_AGING_SUMMARY_FILTER_TOGGLE',
|
||||||
}),
|
}),
|
||||||
refreshReceivableAgingSummary: (refresh) =>
|
refreshARAgingSummary: (refresh) =>
|
||||||
dispatch(receivableAgingSummaryRefresh(refresh)),
|
dispatch(receivableAgingSummaryRefresh(refresh)),
|
||||||
});
|
});
|
||||||
|
|
||||||
@@ -71,7 +71,7 @@ function BalanceSheet({
|
|||||||
// Hide the back link on dashboard topbar.
|
// Hide the back link on dashboard topbar.
|
||||||
setDashboardBackLink(false);
|
setDashboardBackLink(false);
|
||||||
};
|
};
|
||||||
});
|
}, [setDashboardBackLink]);
|
||||||
|
|
||||||
// Handle re-fetch balance sheet after filter change.
|
// Handle re-fetch balance sheet after filter change.
|
||||||
const handleFilterSubmit = useCallback(
|
const handleFilterSubmit = useCallback(
|
||||||
|
|||||||
@@ -49,7 +49,13 @@ function BalanceSheetActionsBar({
|
|||||||
<Button
|
<Button
|
||||||
className={classNames(Classes.MINIMAL, 'button--table-views')}
|
className={classNames(Classes.MINIMAL, 'button--table-views')}
|
||||||
icon={<Icon icon="cog-16" iconSize={16} />}
|
icon={<Icon icon="cog-16" iconSize={16} />}
|
||||||
text={!balanceSheetFilter ? <T id={'customize_report'} /> : <T id={'hide_customizer'} />}
|
text={
|
||||||
|
!balanceSheetFilter ? (
|
||||||
|
<T id={'customize_report'} />
|
||||||
|
) : (
|
||||||
|
<T id={'hide_customizer'} />
|
||||||
|
)
|
||||||
|
}
|
||||||
onClick={handleFilterToggleClick}
|
onClick={handleFilterToggleClick}
|
||||||
active={balanceSheetFilter}
|
active={balanceSheetFilter}
|
||||||
/>
|
/>
|
||||||
|
|||||||
@@ -1,89 +0,0 @@
|
|||||||
import React, { useEffect, useState, useCallback } from 'react';
|
|
||||||
import { useIntl } from 'react-intl';
|
|
||||||
import { useQuery } from 'react-query';
|
|
||||||
|
|
||||||
import moment from 'moment';
|
|
||||||
import { FinancialStatement } from 'components';
|
|
||||||
|
|
||||||
import DashboardInsider from 'components/Dashboard/DashboardInsider';
|
|
||||||
import ReceivableAgingSummaryActionsBar from './ReceivableAgingSummaryActionsBar';
|
|
||||||
import DashboardPageContent from 'components/Dashboard/DashboardPageContent';
|
|
||||||
import ReceivableAgingSummaryHeader from './ReceivableAgingSummaryHeader'
|
|
||||||
import ReceivableAgingSummaryTable from './ReceivableAgingSummaryTable';
|
|
||||||
|
|
||||||
import withDashboardActions from 'containers/Dashboard/withDashboardActions';
|
|
||||||
import withReceivableAgingSummaryActions from './withReceivableAgingSummaryActions';
|
|
||||||
import { compose } from 'utils';
|
|
||||||
|
|
||||||
|
|
||||||
function ReceivableAgingSummarySheet({
|
|
||||||
// #withDashboardActions
|
|
||||||
changePageTitle,
|
|
||||||
|
|
||||||
// #withReceivableAgingSummaryActions
|
|
||||||
requestReceivableAgingSummary,
|
|
||||||
}) {
|
|
||||||
const { formatMessage } = useIntl();
|
|
||||||
const [query, setQuery] = useState({
|
|
||||||
as_date: moment().endOf('day').format('YYYY-MM-DD'),
|
|
||||||
aging_before_days: 30,
|
|
||||||
aging_periods: 3,
|
|
||||||
});
|
|
||||||
const [refresh, setRefresh] = useState(true);
|
|
||||||
|
|
||||||
useEffect(() => {
|
|
||||||
changePageTitle(formatMessage({ id: 'receivable_aging_summary' }));
|
|
||||||
}, []);
|
|
||||||
|
|
||||||
const fetchSheet = useQuery(
|
|
||||||
['receivable-aging-summary', query],
|
|
||||||
(key, q) => requestReceivableAgingSummary(q),
|
|
||||||
{ manual: true });
|
|
||||||
|
|
||||||
// Handle fetch the data of receivable aging summary sheet.
|
|
||||||
const handleFetchData = useCallback((...args) => {
|
|
||||||
setRefresh(true);
|
|
||||||
}, []);
|
|
||||||
|
|
||||||
const handleFilterSubmit = useCallback((filter) => {
|
|
||||||
const _filter = {
|
|
||||||
...filter,
|
|
||||||
as_date: moment(filter.as_date).format('YYYY-MM-DD'),
|
|
||||||
};
|
|
||||||
setQuery(_filter);
|
|
||||||
setRefresh(true);
|
|
||||||
}, []);
|
|
||||||
|
|
||||||
useEffect(() => {
|
|
||||||
if (refresh) {
|
|
||||||
fetchSheet.refetch({ force: true });
|
|
||||||
setRefresh(false);
|
|
||||||
}
|
|
||||||
}, [fetchSheet, refresh]);
|
|
||||||
|
|
||||||
return (
|
|
||||||
<DashboardInsider>
|
|
||||||
<ReceivableAgingSummaryActionsBar />
|
|
||||||
|
|
||||||
<DashboardPageContent>
|
|
||||||
<FinancialStatement>
|
|
||||||
<ReceivableAgingSummaryHeader
|
|
||||||
pageFilter={query}
|
|
||||||
onSubmitFilter={handleFilterSubmit} />
|
|
||||||
|
|
||||||
<div class="financial-statement__body">
|
|
||||||
<ReceivableAgingSummaryTable
|
|
||||||
receivableAgingSummaryQuery={query}
|
|
||||||
onFetchData={handleFetchData}
|
|
||||||
/>
|
|
||||||
</div>
|
|
||||||
</FinancialStatement>
|
|
||||||
</DashboardPageContent>
|
|
||||||
</DashboardInsider>
|
|
||||||
);
|
|
||||||
}
|
|
||||||
|
|
||||||
export default compose(
|
|
||||||
withDashboardActions,
|
|
||||||
withReceivableAgingSummaryActions
|
|
||||||
)(ReceivableAgingSummarySheet);
|
|
||||||
@@ -1,110 +0,0 @@
|
|||||||
import React from 'react';
|
|
||||||
import {
|
|
||||||
NavbarDivider,
|
|
||||||
NavbarGroup,
|
|
||||||
Classes,
|
|
||||||
Button,
|
|
||||||
Popover,
|
|
||||||
PopoverInteractionKind,
|
|
||||||
Position,
|
|
||||||
} from "@blueprintjs/core";
|
|
||||||
import { FormattedMessage as T } from 'react-intl';
|
|
||||||
import classNames from 'classnames';
|
|
||||||
|
|
||||||
import DashboardActionsBar from "components/Dashboard/DashboardActionsBar";
|
|
||||||
import Icon from 'components/Icon';
|
|
||||||
import { If } from 'components';
|
|
||||||
|
|
||||||
import withReceivableAging from './withReceivableAgingSummary';
|
|
||||||
import withReceivableAgingActions from './withReceivableAgingSummaryActions';
|
|
||||||
|
|
||||||
import { compose } from 'utils';
|
|
||||||
|
|
||||||
|
|
||||||
function ReceivableAgingSummaryActionsBar({
|
|
||||||
// #withReceivableAging
|
|
||||||
receivableAgingFilter,
|
|
||||||
|
|
||||||
// #withReceivableAgingActions
|
|
||||||
toggleFilterReceivableAgingSummary,
|
|
||||||
refreshReceivableAgingSummary,
|
|
||||||
}) {
|
|
||||||
const handleFilterToggleClick = () => {
|
|
||||||
toggleFilterReceivableAgingSummary();
|
|
||||||
};
|
|
||||||
|
|
||||||
const handleRecalcReport = () => {
|
|
||||||
refreshReceivableAgingSummary(true);
|
|
||||||
};
|
|
||||||
|
|
||||||
return (
|
|
||||||
<DashboardActionsBar>
|
|
||||||
<NavbarGroup>
|
|
||||||
<Button
|
|
||||||
className={classNames(Classes.MINIMAL, 'button--table-views')}
|
|
||||||
icon={<Icon icon="cog-16" iconSize={16} />}
|
|
||||||
text={<T id={'customize_report'} />}
|
|
||||||
/>
|
|
||||||
<NavbarDivider />
|
|
||||||
|
|
||||||
<Button
|
|
||||||
className={classNames(
|
|
||||||
Classes.MINIMAL,
|
|
||||||
'button--gray-highlight',
|
|
||||||
)}
|
|
||||||
text={<T id={'recalc_report'} />}
|
|
||||||
icon={<Icon icon="refresh-16" iconSize={16} />}
|
|
||||||
onClick={handleRecalcReport}
|
|
||||||
/>
|
|
||||||
<If condition={receivableAgingFilter}>
|
|
||||||
<Button
|
|
||||||
className={Classes.MINIMAL}
|
|
||||||
text={<T id={'hide_filter'} />}
|
|
||||||
onClick={handleFilterToggleClick}
|
|
||||||
icon={<Icon icon="arrow-to-top" />}
|
|
||||||
/>
|
|
||||||
</If>
|
|
||||||
|
|
||||||
<If condition={!receivableAgingFilter}>
|
|
||||||
<Button
|
|
||||||
className={Classes.MINIMAL}
|
|
||||||
text={<T id={'show_filter'} />}
|
|
||||||
onClick={handleFilterToggleClick}
|
|
||||||
icon={<Icon icon="arrow-to-bottom" />}
|
|
||||||
/>
|
|
||||||
</If>
|
|
||||||
|
|
||||||
<Popover
|
|
||||||
interactionKind={PopoverInteractionKind.CLICK}
|
|
||||||
position={Position.BOTTOM_LEFT}
|
|
||||||
>
|
|
||||||
<Button
|
|
||||||
className={classNames(Classes.MINIMAL, 'button--filter')}
|
|
||||||
text={<T id={'filter'} />}
|
|
||||||
icon={<Icon icon="filter-16" iconSize={16} />}
|
|
||||||
/>
|
|
||||||
</Popover>
|
|
||||||
|
|
||||||
<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(
|
|
||||||
withReceivableAgingActions,
|
|
||||||
withReceivableAging(({ receivableAgingSummaryFilter }) => ({
|
|
||||||
receivableAgingFilter: receivableAgingSummaryFilter,
|
|
||||||
})),
|
|
||||||
)(ReceivableAgingSummaryActionsBar)
|
|
||||||
@@ -1,148 +0,0 @@
|
|||||||
import React, { useCallback, useEffect } from 'react';
|
|
||||||
import { useIntl, FormattedMessage as T } from 'react-intl';
|
|
||||||
import { useFormik } from 'formik';
|
|
||||||
import { Row, Col } from 'react-grid-system';
|
|
||||||
import * as Yup from 'yup';
|
|
||||||
import {
|
|
||||||
Intent,
|
|
||||||
FormGroup,
|
|
||||||
InputGroup,
|
|
||||||
Position,
|
|
||||||
Button,
|
|
||||||
} from '@blueprintjs/core';
|
|
||||||
import { DateInput } from '@blueprintjs/datetime';
|
|
||||||
import moment from 'moment';
|
|
||||||
import FinancialStatementHeader from 'containers/FinancialStatements/FinancialStatementHeader';
|
|
||||||
import { ErrorMessage, FieldHint, FieldRequiredHint } from 'components';
|
|
||||||
import { momentFormatter } from 'utils';
|
|
||||||
|
|
||||||
import withReceivableAging from './withReceivableAgingSummary';
|
|
||||||
import withReceivableAgingActions from './withReceivableAgingSummaryActions';
|
|
||||||
|
|
||||||
import { compose } from 'utils';
|
|
||||||
|
|
||||||
|
|
||||||
function ReceivableAgingSummaryHeader({
|
|
||||||
pageFilter,
|
|
||||||
onSubmitFilter,
|
|
||||||
receivableAgingFilter,
|
|
||||||
|
|
||||||
// #withReceivableAgingSummary
|
|
||||||
receivableAgingRefresh,
|
|
||||||
|
|
||||||
// #withReceivableAgingSummaryActions
|
|
||||||
refreshReceivableAgingSummary
|
|
||||||
}) {
|
|
||||||
const { formatMessage } = useIntl();
|
|
||||||
|
|
||||||
const {
|
|
||||||
values,
|
|
||||||
errors,
|
|
||||||
touched,
|
|
||||||
setFieldValue,
|
|
||||||
getFieldProps,
|
|
||||||
submitForm,
|
|
||||||
isSubmitting,
|
|
||||||
} = useFormik({
|
|
||||||
enableReinitialize: true,
|
|
||||||
initialValues: {
|
|
||||||
as_date: moment(pageFilter.as_date).toDate(),
|
|
||||||
aging_before_days: 30,
|
|
||||||
aging_periods: 3,
|
|
||||||
},
|
|
||||||
validationSchema: Yup.object().shape({
|
|
||||||
as_date: Yup.date().required().label('as_date'),
|
|
||||||
aging_before_days: Yup.number()
|
|
||||||
.required()
|
|
||||||
.integer()
|
|
||||||
.positive()
|
|
||||||
.label('aging_before_days'),
|
|
||||||
aging_periods: Yup.number()
|
|
||||||
.required()
|
|
||||||
.integer()
|
|
||||||
.positive()
|
|
||||||
.label('aging_periods'),
|
|
||||||
}),
|
|
||||||
onSubmit: (values, { setSubmitting }) => {
|
|
||||||
onSubmitFilter(values);
|
|
||||||
setSubmitting(false);
|
|
||||||
},
|
|
||||||
});
|
|
||||||
|
|
||||||
const handleDateChange = useCallback(
|
|
||||||
(name) => (date) => {
|
|
||||||
setFieldValue(name, date);
|
|
||||||
},
|
|
||||||
[],
|
|
||||||
);
|
|
||||||
|
|
||||||
// Handle submit filter submit button.
|
|
||||||
useEffect(() => {
|
|
||||||
if (receivableAgingRefresh) {
|
|
||||||
submitForm();
|
|
||||||
refreshReceivableAgingSummary(false);
|
|
||||||
}
|
|
||||||
}, [submitForm, receivableAgingRefresh]);
|
|
||||||
|
|
||||||
return (
|
|
||||||
<FinancialStatementHeader show={receivableAgingFilter}>
|
|
||||||
<Row>
|
|
||||||
<Col width={260}>
|
|
||||||
<FormGroup
|
|
||||||
label={formatMessage({ id: 'as_date' })}
|
|
||||||
labelInfo={<FieldHint />}
|
|
||||||
fill={true}
|
|
||||||
intent={errors.as_date && Intent.DANGER}
|
|
||||||
>
|
|
||||||
<DateInput
|
|
||||||
{...momentFormatter('YYYY/MM/DD')}
|
|
||||||
value={values.as_date}
|
|
||||||
onChange={handleDateChange('as_date')}
|
|
||||||
popoverProps={{ position: Position.BOTTOM, minimal: true }}
|
|
||||||
minimal={true}
|
|
||||||
fill={true}
|
|
||||||
/>
|
|
||||||
</FormGroup>
|
|
||||||
</Col>
|
|
||||||
|
|
||||||
<Col width={260}>
|
|
||||||
<FormGroup
|
|
||||||
label={<T id={'aging_before_days'} />}
|
|
||||||
labelInfo={<FieldHint />}
|
|
||||||
className={'form-group--aging-before-days'}
|
|
||||||
intent={errors.aging_before_days && Intent.DANGER}
|
|
||||||
>
|
|
||||||
<InputGroup
|
|
||||||
medium={true}
|
|
||||||
intent={errors.aging_before_days && Intent.DANGER}
|
|
||||||
{...getFieldProps('aging_before_days')}
|
|
||||||
/>
|
|
||||||
</FormGroup>
|
|
||||||
</Col>
|
|
||||||
|
|
||||||
<Col width={260}>
|
|
||||||
<FormGroup
|
|
||||||
label={<T id={'aging_periods'} />}
|
|
||||||
labelInfo={<FieldHint />}
|
|
||||||
className={'form-group--aging-periods'}
|
|
||||||
intent={errors.aging_before_days && Intent.DANGER}
|
|
||||||
>
|
|
||||||
<InputGroup
|
|
||||||
medium={true}
|
|
||||||
intent={errors.aging_before_days && Intent.DANGER}
|
|
||||||
{...getFieldProps('aging_periods')}
|
|
||||||
/>
|
|
||||||
</FormGroup>
|
|
||||||
</Col>
|
|
||||||
</Row>
|
|
||||||
</FinancialStatementHeader>
|
|
||||||
);
|
|
||||||
}
|
|
||||||
|
|
||||||
export default compose(
|
|
||||||
withReceivableAgingActions,
|
|
||||||
withReceivableAging(({ receivableAgingSummaryFilter, receivableAgingSummaryRefresh }) => ({
|
|
||||||
receivableAgingFilter: receivableAgingSummaryFilter,
|
|
||||||
receivableAgingRefresh: receivableAgingSummaryRefresh
|
|
||||||
})),
|
|
||||||
)(ReceivableAgingSummaryHeader);
|
|
||||||
@@ -1,99 +0,0 @@
|
|||||||
import React, { useMemo, useCallback } from 'react';
|
|
||||||
import { FormattedMessage as T, useIntl } from 'react-intl';
|
|
||||||
import DataTable from "components/DataTable";
|
|
||||||
import FinancialSheet from 'components/FinancialSheet';
|
|
||||||
import Money from 'components/Money';
|
|
||||||
|
|
||||||
import withSettings from 'containers/Settings/withSettings';
|
|
||||||
|
|
||||||
import { compose } from 'utils';
|
|
||||||
import withReceivableAgingSummary from './withReceivableAgingSummary';
|
|
||||||
import withReceivableAgingSummaryTable from './withReceivableAgingSummaryTable';
|
|
||||||
|
|
||||||
function ReceivableAgingSummaryTable({
|
|
||||||
// #withPreferences
|
|
||||||
organizationSettings,
|
|
||||||
|
|
||||||
// #withReceivableAgingSummary
|
|
||||||
receivableAgingRows,
|
|
||||||
receivableAgingLoading,
|
|
||||||
receivableAgingColumns,
|
|
||||||
|
|
||||||
// #ownProps
|
|
||||||
onFetchData,
|
|
||||||
}) {
|
|
||||||
const { formatMessage } = useIntl();
|
|
||||||
|
|
||||||
const agingColumns = useMemo(() => {
|
|
||||||
return receivableAgingColumns.map((agingColumn) => {
|
|
||||||
return `${agingColumn.before_days} - ${agingColumn.to_days || 'And Over'}`;
|
|
||||||
});
|
|
||||||
}, [receivableAgingColumns]);
|
|
||||||
|
|
||||||
const columns = useMemo(() => ([
|
|
||||||
{
|
|
||||||
Header: (<T id={'customer_name'} />),
|
|
||||||
accessor: 'customer_name',
|
|
||||||
className: 'customer_name',
|
|
||||||
sticky: 'left',
|
|
||||||
},
|
|
||||||
...agingColumns.map((agingColumn, index) => ({
|
|
||||||
Header: agingColumn,
|
|
||||||
accessor: (row) => {
|
|
||||||
const amount = row[`aging-${index}`];
|
|
||||||
if (row.rowType === 'total') {
|
|
||||||
return <Money amount={amount} currency={'USD'} />
|
|
||||||
}
|
|
||||||
return amount > 0 ? amount : '';
|
|
||||||
},
|
|
||||||
})),
|
|
||||||
{
|
|
||||||
Header: (<T id={'total'} />),
|
|
||||||
id: 'total',
|
|
||||||
accessor: (row) => {
|
|
||||||
return <Money amount={row.total} currency={'USD'} />;
|
|
||||||
},
|
|
||||||
className: 'total',
|
|
||||||
},
|
|
||||||
]), [agingColumns]);
|
|
||||||
|
|
||||||
const rowClassNames = (row) => [`row-type--${row.original.rowType}`];
|
|
||||||
|
|
||||||
const handleFetchData = useCallback((...args) => {
|
|
||||||
onFetchData && onFetchData(...args);
|
|
||||||
}, []);
|
|
||||||
|
|
||||||
return (
|
|
||||||
<FinancialSheet
|
|
||||||
companyName={organizationSettings.name}
|
|
||||||
name={'receivable-aging-summary'}
|
|
||||||
sheetType={formatMessage({ id: 'receivable_aging_summary' })}
|
|
||||||
asDate={new Date()}
|
|
||||||
loading={receivableAgingLoading}>
|
|
||||||
|
|
||||||
<DataTable
|
|
||||||
className="bigcapital-datatable--financial-report"
|
|
||||||
columns={columns}
|
|
||||||
data={receivableAgingRows}
|
|
||||||
rowClassNames={rowClassNames}
|
|
||||||
onFetchData={handleFetchData}
|
|
||||||
noInitialFetch={true}
|
|
||||||
sticky={true}
|
|
||||||
/>
|
|
||||||
</FinancialSheet>
|
|
||||||
);
|
|
||||||
}
|
|
||||||
|
|
||||||
export default compose(
|
|
||||||
withSettings,
|
|
||||||
withReceivableAgingSummaryTable,
|
|
||||||
withReceivableAgingSummary(({
|
|
||||||
receivableAgingSummaryLoading,
|
|
||||||
receivableAgingSummaryColumns,
|
|
||||||
receivableAgingSummaryRows,
|
|
||||||
}) => ({
|
|
||||||
receivableAgingLoading: receivableAgingSummaryLoading,
|
|
||||||
receivableAgingColumns: receivableAgingSummaryColumns,
|
|
||||||
receivableAgingRows: receivableAgingSummaryRows,
|
|
||||||
})),
|
|
||||||
)(ReceivableAgingSummaryTable);
|
|
||||||
@@ -1,35 +0,0 @@
|
|||||||
import { connect } from 'react-redux';
|
|
||||||
import {
|
|
||||||
getFinancialSheet,
|
|
||||||
getFinancialSheetColumns,
|
|
||||||
getFinancialSheetTableRows,
|
|
||||||
} from 'store/financialStatement/financialStatements.selectors';
|
|
||||||
|
|
||||||
export default (mapState) => {
|
|
||||||
const mapStateToProps = (state, props) => {
|
|
||||||
const { receivableAgingSummaryIndex } = props;
|
|
||||||
|
|
||||||
const mapped = {
|
|
||||||
receivableAgingSummarySheet: getFinancialSheet(
|
|
||||||
state.financialStatements.receivableAgingSummary.sheets,
|
|
||||||
receivableAgingSummaryIndex,
|
|
||||||
),
|
|
||||||
receivableAgingSummaryColumns: getFinancialSheetColumns(
|
|
||||||
state.financialStatements.receivableAgingSummary.sheets,
|
|
||||||
receivableAgingSummaryIndex,
|
|
||||||
),
|
|
||||||
receivableAgingSummaryRows: getFinancialSheetTableRows(
|
|
||||||
state.financialStatements.receivableAgingSummary.sheets,
|
|
||||||
receivableAgingSummaryIndex,
|
|
||||||
),
|
|
||||||
receivableAgingSummaryLoading:
|
|
||||||
state.financialStatements.receivableAgingSummary.loading,
|
|
||||||
receivableAgingSummaryFilter:
|
|
||||||
state.financialStatements.receivableAgingSummary.filter,
|
|
||||||
receivableAgingSummaryRefresh:
|
|
||||||
state.financialStatements.receivableAgingSummary.refresh,
|
|
||||||
};
|
|
||||||
return mapState ? mapState(mapped, state, props) : mapped;
|
|
||||||
};
|
|
||||||
return connect(mapStateToProps);
|
|
||||||
}
|
|
||||||
@@ -1,14 +0,0 @@
|
|||||||
import { getFinancialSheetIndexByQuery } from 'store/financialStatement/financialStatements.selectors';
|
|
||||||
import { connect } from 'react-redux';
|
|
||||||
|
|
||||||
const mapStateToProps = (state, props) => {
|
|
||||||
const { receivableAgingSummaryQuery } = props;
|
|
||||||
|
|
||||||
return {
|
|
||||||
receivableAgingSummaryIndex: getFinancialSheetIndexByQuery(
|
|
||||||
state.financialStatements.receivableAgingSummary.sheets,
|
|
||||||
receivableAgingSummaryQuery,
|
|
||||||
),
|
|
||||||
};
|
|
||||||
}
|
|
||||||
export default connect(mapStateToProps);
|
|
||||||
@@ -954,4 +954,5 @@ export default {
|
|||||||
delete_adjustment:'Delete Adjustment',
|
delete_adjustment:'Delete Adjustment',
|
||||||
the_make_adjustment_has_been_successfully_created:
|
the_make_adjustment_has_been_successfully_created:
|
||||||
'The make adjustment has been successfully created.',
|
'The make adjustment has been successfully created.',
|
||||||
|
current: 'Current',
|
||||||
};
|
};
|
||||||
|
|||||||
@@ -135,16 +135,16 @@ export default [
|
|||||||
}),
|
}),
|
||||||
breadcrumb: 'Profit Loss Sheet',
|
breadcrumb: 'Profit Loss Sheet',
|
||||||
},
|
},
|
||||||
// {
|
{
|
||||||
// path: '/financial-reports/receivable-aging-summary',
|
path: '/financial-reports/receivable-aging-summary',
|
||||||
// component: LazyLoader({
|
component: LazyLoader({
|
||||||
// loader: () =>
|
loader: () =>
|
||||||
// import(
|
import(
|
||||||
// 'containers/FinancialStatements/ReceivableAgingSummary/ReceivableAgingSummary'
|
'containers/FinancialStatements/ARAgingSummary/ARAgingSummary'
|
||||||
// ),
|
),
|
||||||
// }),
|
}),
|
||||||
// breadcrumb: 'Receivable Aging Summary',
|
breadcrumb: 'Receivable Aging Summary',
|
||||||
// },
|
},
|
||||||
{
|
{
|
||||||
path: `/financial-reports/journal-sheet`,
|
path: `/financial-reports/journal-sheet`,
|
||||||
component: LazyLoader({
|
component: LazyLoader({
|
||||||
@@ -236,7 +236,7 @@ export default [
|
|||||||
breadcrumb: 'Vendors',
|
breadcrumb: 'Vendors',
|
||||||
},
|
},
|
||||||
|
|
||||||
//Estimates
|
// Estimates
|
||||||
{
|
{
|
||||||
path: `/estimates/:id/edit`,
|
path: `/estimates/:id/edit`,
|
||||||
component: LazyLoader({
|
component: LazyLoader({
|
||||||
|
|||||||
@@ -157,7 +157,8 @@ export const fetchReceivableAgingSummary = ({ query }) => {
|
|||||||
dispatch({
|
dispatch({
|
||||||
type: t.RECEIVABLE_AGING_SUMMARY_SET,
|
type: t.RECEIVABLE_AGING_SUMMARY_SET,
|
||||||
payload: {
|
payload: {
|
||||||
aging: response.data.aging,
|
customers: response.data.data.customers,
|
||||||
|
total: response.data.data.total,
|
||||||
columns: response.data.columns,
|
columns: response.data.columns,
|
||||||
query,
|
query,
|
||||||
},
|
},
|
||||||
@@ -172,7 +173,7 @@ export const fetchReceivableAgingSummary = ({ query }) => {
|
|||||||
})
|
})
|
||||||
.catch((error) => {
|
.catch((error) => {
|
||||||
reject(error);
|
reject(error);
|
||||||
})
|
});
|
||||||
});
|
});
|
||||||
}
|
}
|
||||||
|
|
||||||
|
|||||||
@@ -78,6 +78,48 @@ export const generalLedgerToTableRows = (accounts) => {
|
|||||||
}, []);
|
}, []);
|
||||||
};
|
};
|
||||||
|
|
||||||
|
export const ARAgingSummaryTableRowsMapper = (sheet, total) => {
|
||||||
|
const rows = [];
|
||||||
|
|
||||||
|
const mapAging = (agingPeriods) => {
|
||||||
|
return agingPeriods.reduce((acc, aging, index) => {
|
||||||
|
acc[`aging-${index}`] = aging.formatted_total;
|
||||||
|
return acc;
|
||||||
|
}, {});
|
||||||
|
};
|
||||||
|
sheet.customers.forEach((customer) => {
|
||||||
|
const agingRow = mapAging(customer.aging);
|
||||||
|
|
||||||
|
rows.push({
|
||||||
|
rowType: 'customer',
|
||||||
|
name: customer.customer_name,
|
||||||
|
...agingRow,
|
||||||
|
current: customer.current.formatted_total,
|
||||||
|
total: customer.total.formatted_total,
|
||||||
|
});
|
||||||
|
});
|
||||||
|
return [
|
||||||
|
...rows,
|
||||||
|
{
|
||||||
|
name: 'TOTAL',
|
||||||
|
rowType: 'total',
|
||||||
|
current: sheet.total.current.formatted_total,
|
||||||
|
...mapAging(sheet.total.aging),
|
||||||
|
total: sheet.total.total.formatted_total,
|
||||||
|
}
|
||||||
|
];
|
||||||
|
};
|
||||||
|
|
||||||
|
export const mapTrialBalanceSheetToRows = (sheet) => {
|
||||||
|
return [
|
||||||
|
{
|
||||||
|
name: 'Total',
|
||||||
|
...sheet.total,
|
||||||
|
},
|
||||||
|
...sheet.accounts,
|
||||||
|
];
|
||||||
|
};
|
||||||
|
|
||||||
export const profitLossToTableRowsMapper = (profitLoss) => {
|
export const profitLossToTableRowsMapper = (profitLoss) => {
|
||||||
|
|
||||||
return [
|
return [
|
||||||
|
|||||||
@@ -1,11 +1,12 @@
|
|||||||
import { createReducer } from '@reduxjs/toolkit';
|
import { createReducer } from '@reduxjs/toolkit';
|
||||||
import t from 'store/types';
|
import t from 'store/types';
|
||||||
import { omit } from 'lodash';
|
|
||||||
import {
|
import {
|
||||||
mapBalanceSheetToTableRows,
|
mapBalanceSheetToTableRows,
|
||||||
journalToTableRowsMapper,
|
journalToTableRowsMapper,
|
||||||
generalLedgerToTableRows,
|
generalLedgerToTableRows,
|
||||||
profitLossToTableRowsMapper
|
profitLossToTableRowsMapper,
|
||||||
|
ARAgingSummaryTableRowsMapper,
|
||||||
|
mapTrialBalanceSheetToRows,
|
||||||
} from './financialStatements.mappers';
|
} from './financialStatements.mappers';
|
||||||
|
|
||||||
const initialState = {
|
const initialState = {
|
||||||
@@ -41,7 +42,7 @@ const initialState = {
|
|||||||
filter: true,
|
filter: true,
|
||||||
},
|
},
|
||||||
receivableAgingSummary: {
|
receivableAgingSummary: {
|
||||||
sheets: [],
|
sheet: {},
|
||||||
loading: false,
|
loading: false,
|
||||||
tableRows: [],
|
tableRows: [],
|
||||||
filter: true,
|
filter: true,
|
||||||
@@ -49,38 +50,6 @@ const initialState = {
|
|||||||
},
|
},
|
||||||
};
|
};
|
||||||
|
|
||||||
|
|
||||||
|
|
||||||
|
|
||||||
const mapContactAgingSummary = (sheet) => {
|
|
||||||
const rows = [];
|
|
||||||
|
|
||||||
const mapAging = (agingPeriods) => {
|
|
||||||
return agingPeriods.reduce((acc, aging, index) => {
|
|
||||||
acc[`aging-${index}`] = aging.formatted_total;
|
|
||||||
return acc;
|
|
||||||
}, {});
|
|
||||||
};
|
|
||||||
sheet.customers.forEach((customer) => {
|
|
||||||
const agingRow = mapAging(customer.aging);
|
|
||||||
|
|
||||||
rows.push({
|
|
||||||
rowType: 'customer',
|
|
||||||
customer_name: customer.customer_name,
|
|
||||||
...agingRow,
|
|
||||||
total: customer.total,
|
|
||||||
});
|
|
||||||
});
|
|
||||||
|
|
||||||
rows.push({
|
|
||||||
rowType: 'total',
|
|
||||||
customer_name: 'Total',
|
|
||||||
...mapAging(sheet.total),
|
|
||||||
total: 0,
|
|
||||||
});
|
|
||||||
return rows;
|
|
||||||
};
|
|
||||||
|
|
||||||
const financialStatementFilterToggle = (financialName, statePath) => {
|
const financialStatementFilterToggle = (financialName, statePath) => {
|
||||||
return {
|
return {
|
||||||
[`${financialName}_FILTER_TOGGLE`]: (state, action) => {
|
[`${financialName}_FILTER_TOGGLE`]: (state, action) => {
|
||||||
@@ -112,8 +81,10 @@ export default createReducer(initialState, {
|
|||||||
...financialStatementFilterToggle('BALANCE_SHEET', 'balanceSheet'),
|
...financialStatementFilterToggle('BALANCE_SHEET', 'balanceSheet'),
|
||||||
|
|
||||||
[t.TRAIL_BALANCE_STATEMENT_SET]: (state, action) => {
|
[t.TRAIL_BALANCE_STATEMENT_SET]: (state, action) => {
|
||||||
|
debugger;
|
||||||
const trailBalanceSheet = {
|
const trailBalanceSheet = {
|
||||||
data: action.data.data,
|
sheet: action.data.data,
|
||||||
|
tableRows: mapTrialBalanceSheetToRows(action.data.data),
|
||||||
query: action.data.query,
|
query: action.data.query,
|
||||||
};
|
};
|
||||||
state.trialBalance.sheet = trailBalanceSheet;
|
state.trialBalance.sheet = trailBalanceSheet;
|
||||||
@@ -154,7 +125,7 @@ export default createReducer(initialState, {
|
|||||||
accounts: action.data.data,
|
accounts: action.data.data,
|
||||||
tableRows: generalLedgerToTableRows(action.data.data),
|
tableRows: generalLedgerToTableRows(action.data.data),
|
||||||
};
|
};
|
||||||
state.generalLedger.sheet = generalLedger;
|
state.generalLedger.sheet = generalLedger;
|
||||||
},
|
},
|
||||||
|
|
||||||
[t.GENERAL_LEDGER_SHEET_LOADING]: (state, action) => {
|
[t.GENERAL_LEDGER_SHEET_LOADING]: (state, action) => {
|
||||||
@@ -173,7 +144,7 @@ export default createReducer(initialState, {
|
|||||||
columns: action.columns,
|
columns: action.columns,
|
||||||
tableRows: profitLossToTableRowsMapper(action.profitLoss),
|
tableRows: profitLossToTableRowsMapper(action.profitLoss),
|
||||||
};
|
};
|
||||||
state.profitLoss.sheet = profitLossSheet;
|
state.profitLoss.sheet = profitLossSheet;
|
||||||
},
|
},
|
||||||
|
|
||||||
[t.PROFIT_LOSS_SHEET_LOADING]: (state, action) => {
|
[t.PROFIT_LOSS_SHEET_LOADING]: (state, action) => {
|
||||||
@@ -187,34 +158,28 @@ export default createReducer(initialState, {
|
|||||||
|
|
||||||
...financialStatementFilterToggle('PROFIT_LOSS', 'profitLoss'),
|
...financialStatementFilterToggle('PROFIT_LOSS', 'profitLoss'),
|
||||||
|
|
||||||
// [t.RECEIVABLE_AGING_SUMMARY_LOADING]: (state, action) => {
|
|
||||||
// const { loading } = action.payload;
|
|
||||||
// state.receivableAgingSummary.loading = loading;
|
|
||||||
// },
|
|
||||||
|
|
||||||
// [t.RECEIVABLE_AGING_SUMMARY_SET]: (state, action) => {
|
[t.RECEIVABLE_AGING_SUMMARY_SET]: (state, action) => {
|
||||||
// const { aging, columns, query } = action.payload;
|
const { customers, total, columns, query } = action.payload;
|
||||||
// const index = getFinancialSheetIndexByQuery(
|
|
||||||
// state.receivableAgingSummary.sheets,
|
|
||||||
// query,
|
|
||||||
// );
|
|
||||||
|
|
||||||
// const receivableSheet = {
|
const receivableSheet = {
|
||||||
// query,
|
query,
|
||||||
// columns,
|
columns,
|
||||||
// aging,
|
customers,
|
||||||
// tableRows: mapContactAgingSummary(aging),
|
total,
|
||||||
// };
|
tableRows: ARAgingSummaryTableRowsMapper({ customers, columns, total }),
|
||||||
// if (index !== -1) {
|
};
|
||||||
// state.receivableAgingSummary[index] = receivableSheet;
|
state.receivableAgingSummary.sheet = receivableSheet;
|
||||||
// } else {
|
},
|
||||||
// state.receivableAgingSummary.sheets.push(receivableSheet);
|
[t.RECEIVABLE_AGING_SUMMARY_REFRESH]: (state, action) => {
|
||||||
// }
|
const { refresh } = action.payload;
|
||||||
// },
|
state.receivableAgingSummary.refresh = !!refresh;
|
||||||
// [t.RECEIVABLE_AGING_SUMMARY_REFRESH]: (state, action) => {
|
},
|
||||||
// const { refresh } = action.payload;
|
[t.RECEIVABLE_AGING_SUMMARY_LOADING]: (state, action) => {
|
||||||
// state.receivableAgingSummary.refresh = !!refresh;
|
const { loading } = action.payload;
|
||||||
// },
|
state.receivableAgingSummary.loading = loading;
|
||||||
|
},
|
||||||
...financialStatementFilterToggle(
|
...financialStatementFilterToggle(
|
||||||
'RECEIVABLE_AGING_SUMMARY',
|
'RECEIVABLE_AGING_SUMMARY',
|
||||||
'receivableAgingSummary',
|
'receivableAgingSummary',
|
||||||
|
|||||||
@@ -145,7 +145,7 @@
|
|||||||
}
|
}
|
||||||
|
|
||||||
.financial-sheet{
|
.financial-sheet{
|
||||||
border: 2px solid #EBEBEB;
|
border: 2px solid #f0f0f0;
|
||||||
border-radius: 10px;
|
border-radius: 10px;
|
||||||
min-width: 640px;
|
min-width: 640px;
|
||||||
width: auto;
|
width: auto;
|
||||||
@@ -366,15 +366,26 @@
|
|||||||
&--receivable-aging-summary{
|
&--receivable-aging-summary{
|
||||||
|
|
||||||
.financial-sheet__table{
|
.financial-sheet__table{
|
||||||
.tbody{
|
|
||||||
.row-type--total{
|
|
||||||
font-weight: 600;
|
|
||||||
|
|
||||||
.td{
|
.bigcapital-datatable{
|
||||||
background-color: #fafbff;
|
.tbody,
|
||||||
border-bottom-color: #666;
|
.thead{
|
||||||
border-bottom-style: dotted;
|
.tr .td.customer_name ~ .td,
|
||||||
}
|
.tr .th.customer_name ~ .th{
|
||||||
|
justify-content: flex-end;
|
||||||
|
}
|
||||||
|
}
|
||||||
|
.tbody{
|
||||||
|
|
||||||
|
.row-type--total{
|
||||||
|
font-weight: 600;
|
||||||
|
|
||||||
|
.td{
|
||||||
|
border-top-color: #BBB;
|
||||||
|
border-top-style: solid;
|
||||||
|
border-bottom: 3px double #666;
|
||||||
|
}
|
||||||
|
}
|
||||||
}
|
}
|
||||||
}
|
}
|
||||||
}
|
}
|
||||||
|
|||||||
@@ -25,6 +25,7 @@ export interface IARAgingSummaryCustomer {
|
|||||||
export interface IARAgingSummaryTotal {
|
export interface IARAgingSummaryTotal {
|
||||||
current: IAgingPeriodTotal,
|
current: IAgingPeriodTotal,
|
||||||
aging: (IAgingPeriodTotal & IAgingPeriod)[],
|
aging: (IAgingPeriodTotal & IAgingPeriod)[],
|
||||||
|
total: IAgingPeriodTotal,
|
||||||
};
|
};
|
||||||
|
|
||||||
export interface IARAgingSummaryData {
|
export interface IARAgingSummaryData {
|
||||||
|
|||||||
@@ -96,12 +96,14 @@ export default class ARAgingSummarySheet extends AgingSummaryReport {
|
|||||||
const customersAgingPeriods = this.customersWalker(this.contacts);
|
const customersAgingPeriods = this.customersWalker(this.contacts);
|
||||||
const totalAgingPeriods = this.getTotalAgingPeriods(customersAgingPeriods);
|
const totalAgingPeriods = this.getTotalAgingPeriods(customersAgingPeriods);
|
||||||
const totalCurrent = this.getTotalCurrent(customersAgingPeriods);
|
const totalCurrent = this.getTotalCurrent(customersAgingPeriods);
|
||||||
|
const totalCustomersTotal = this.getTotalContactsTotals(customersAgingPeriods);
|
||||||
|
|
||||||
return {
|
return {
|
||||||
customers: customersAgingPeriods,
|
customers: customersAgingPeriods,
|
||||||
total: {
|
total: {
|
||||||
current: this.formatTotalAmount(totalCurrent),
|
current: this.formatTotalAmount(totalCurrent),
|
||||||
aging: totalAgingPeriods,
|
aging: totalAgingPeriods,
|
||||||
|
total: this.formatTotalAmount(totalCustomersTotal),
|
||||||
}
|
}
|
||||||
};
|
};
|
||||||
}
|
}
|
||||||
|
|||||||
@@ -79,7 +79,6 @@ export default abstract class AgingSummaryReport extends AgingReport {
|
|||||||
return {
|
return {
|
||||||
...agingPeriod,
|
...agingPeriod,
|
||||||
total,
|
total,
|
||||||
formattedAmount: this.formatAmount(total),
|
|
||||||
};
|
};
|
||||||
});
|
});
|
||||||
return newAgingPeriods;
|
return newAgingPeriods;
|
||||||
@@ -198,4 +197,11 @@ export default abstract class AgingSummaryReport extends AgingReport {
|
|||||||
protected getAgingPeriodsTotal(agingPeriods: IAgingPeriodTotal[]): number {
|
protected getAgingPeriodsTotal(agingPeriods: IAgingPeriodTotal[]): number {
|
||||||
return sumBy(agingPeriods, 'total');
|
return sumBy(agingPeriods, 'total');
|
||||||
}
|
}
|
||||||
|
|
||||||
|
|
||||||
|
protected getTotalContactsTotals(
|
||||||
|
customersSummary: IARAgingSummaryCustomer[]
|
||||||
|
): number {
|
||||||
|
return sumBy(customersSummary, (summary) => summary.total.total);
|
||||||
|
}
|
||||||
}
|
}
|
||||||
|
|||||||
@@ -220,8 +220,8 @@ export default class InventoryAdjustmentService {
|
|||||||
|
|
||||||
/**
|
/**
|
||||||
* Publish the inventory adjustment transaction.
|
* Publish the inventory adjustment transaction.
|
||||||
* @param tenantId
|
* @param tenantId
|
||||||
* @param inventoryAdjustmentId
|
* @param inventoryAdjustmentId
|
||||||
*/
|
*/
|
||||||
async publishInventoryAdjustment(
|
async publishInventoryAdjustment(
|
||||||
tenantId: number,
|
tenantId: number,
|
||||||
@@ -239,11 +239,9 @@ export default class InventoryAdjustmentService {
|
|||||||
inventoryAdjustmentId,
|
inventoryAdjustmentId,
|
||||||
});
|
});
|
||||||
// Publish the inventory adjustment transaction.
|
// Publish the inventory adjustment transaction.
|
||||||
await InventoryAdjustment.query()
|
await InventoryAdjustment.query().findById(inventoryAdjustmentId).patch({
|
||||||
.findById(inventoryAdjustmentId)
|
publishedAt: moment().toMySqlDateTime(),
|
||||||
.patch({
|
});
|
||||||
publishedAt: moment().toMySqlDateTime(),
|
|
||||||
});
|
|
||||||
|
|
||||||
// Retrieve the inventory adjustment after the modification.
|
// Retrieve the inventory adjustment after the modification.
|
||||||
const inventoryAdjustment = await InventoryAdjustment.query()
|
const inventoryAdjustment = await InventoryAdjustment.query()
|
||||||
|
|||||||
Reference in New Issue
Block a user