mirror of
https://github.com/bigcapitalhq/bigcapital.git
synced 2026-02-20 06:40:31 +00:00
feat: Uncategorize bank transactions in bulk
This commit is contained in:
@@ -64,6 +64,7 @@ function AccountTransactionsActionsBar({
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uncategorizedTransationsIdsSelected,
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uncategorizedTransationsIdsSelected,
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excludedTransactionsIdsSelected,
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excludedTransactionsIdsSelected,
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openMatchingTransactionAside,
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openMatchingTransactionAside,
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categorizedTransactionsSelected,
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// #withBankingActions
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// #withBankingActions
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enableMultipleCategorization,
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enableMultipleCategorization,
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@@ -194,7 +195,7 @@ function AccountTransactionsActionsBar({
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// Handle multi select transactions for categorization or matching.
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// Handle multi select transactions for categorization or matching.
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const handleMultipleCategorizingSwitch = (event) => {
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const handleMultipleCategorizingSwitch = (event) => {
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enableMultipleCategorization(event.currentTarget.checked);
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enableMultipleCategorization(event.currentTarget.checked);
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}
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};
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// Handle resume bank feeds syncing.
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// Handle resume bank feeds syncing.
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const handleResumeFeedsSyncing = () => {
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const handleResumeFeedsSyncing = () => {
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openAlert('resume-feeds-syncing-bank-accounnt', {
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openAlert('resume-feeds-syncing-bank-accounnt', {
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@@ -208,6 +209,9 @@ function AccountTransactionsActionsBar({
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});
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});
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};
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};
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// Handles uncategorize the categorized transactions in bulk.
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const handleUncategorizeCategorizedBulkBtnClick = () => {};
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return (
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return (
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<DashboardActionsBar>
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<DashboardActionsBar>
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<NavbarGroup>
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<NavbarGroup>
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@@ -297,6 +301,14 @@ function AccountTransactionsActionsBar({
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disabled={isUnexcludingLoading}
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disabled={isUnexcludingLoading}
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/>
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/>
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)}
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)}
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{!isEmpty(categorizedTransactionsSelected) && (
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<Button
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text={'Uncategorize'}
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onClick={handleUncategorizeCategorizedBulkBtnClick}
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intent={Intent.DANGER}
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minimal
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/>
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)}
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</NavbarGroup>
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</NavbarGroup>
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<NavbarGroup align={Alignment.RIGHT}>
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<NavbarGroup align={Alignment.RIGHT}>
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@@ -379,10 +391,12 @@ export default compose(
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uncategorizedTransationsIdsSelected,
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uncategorizedTransationsIdsSelected,
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excludedTransactionsIdsSelected,
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excludedTransactionsIdsSelected,
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openMatchingTransactionAside,
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openMatchingTransactionAside,
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categorizedTransactionsSelected,
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}) => ({
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}) => ({
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uncategorizedTransationsIdsSelected,
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uncategorizedTransationsIdsSelected,
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excludedTransactionsIdsSelected,
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excludedTransactionsIdsSelected,
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openMatchingTransactionAside,
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openMatchingTransactionAside,
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categorizedTransactionsSelected,
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}),
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}),
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),
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),
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withBankingActions,
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withBankingActions,
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@@ -22,10 +22,11 @@ import { useMemorizedColumnsWidths } from '@/hooks';
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import { useAccountTransactionsColumns, ActionsMenu } from './components';
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import { useAccountTransactionsColumns, ActionsMenu } from './components';
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import { useAccountTransactionsAllContext } from './AccountTransactionsAllBoot';
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import { useAccountTransactionsAllContext } from './AccountTransactionsAllBoot';
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import { useUnmatchMatchedUncategorizedTransaction } from '@/hooks/query/bank-rules';
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import { useUnmatchMatchedUncategorizedTransaction } from '@/hooks/query/bank-rules';
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import { useUncategorizeTransaction } from '@/hooks/query';
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import { handleCashFlowTransactionType } from './utils';
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import { handleCashFlowTransactionType } from './utils';
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import { compose } from '@/utils';
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import { compose } from '@/utils';
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import { useUncategorizeTransaction } from '@/hooks/query';
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import { withBankingActions } from '../withBankingActions';
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/**
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/**
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* Account transactions data table.
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* Account transactions data table.
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@@ -39,6 +40,9 @@ function AccountTransactionsDataTable({
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// #withDrawerActions
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// #withDrawerActions
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openDrawer,
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openDrawer,
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// #withBankingActions
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setCategorizedTransactionsSelected,
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}) {
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}) {
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// Retrieve table columns.
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// Retrieve table columns.
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const columns = useAccountTransactionsColumns();
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const columns = useAccountTransactionsColumns();
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@@ -97,6 +101,14 @@ function AccountTransactionsDataTable({
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});
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});
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};
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};
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// Handle selected rows change.
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const handleSelectedRowsChange = (selected) => {
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const selectedIds = selected?.map(
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(row) => row.original.uncategorized_transaction_id,
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);
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setCategorizedTransactionsSelected(selectedIds);
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};
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return (
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return (
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<CashflowTransactionsTable
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<CashflowTransactionsTable
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noInitialFetch={true}
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noInitialFetch={true}
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@@ -119,6 +131,8 @@ function AccountTransactionsDataTable({
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vListOverscanRowCount={0}
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vListOverscanRowCount={0}
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initialColumnsWidths={initialColumnsWidths}
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initialColumnsWidths={initialColumnsWidths}
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onColumnResizing={handleColumnResizing}
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onColumnResizing={handleColumnResizing}
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selectionColumn={true}
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onSelectedRowsChange={handleSelectedRowsChange}
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noResults={<T id={'cash_flow.account_transactions.no_results'} />}
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noResults={<T id={'cash_flow.account_transactions.no_results'} />}
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className="table-constrant"
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className="table-constrant"
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payload={{
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payload={{
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@@ -136,6 +150,7 @@ export default compose(
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})),
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})),
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withAlertsActions,
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withAlertsActions,
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withDrawerActions,
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withDrawerActions,
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withBankingActions,
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)(AccountTransactionsDataTable);
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)(AccountTransactionsDataTable);
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const DashboardConstrantTable = styled(DataTable)`
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const DashboardConstrantTable = styled(DataTable)`
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@@ -22,6 +22,9 @@ export const withBanking = (mapState) => {
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transactionsToCategorizeIdsSelected:
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transactionsToCategorizeIdsSelected:
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state.plaid.transactionsToCategorizeSelected,
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state.plaid.transactionsToCategorizeSelected,
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categorizedTransactionsSelected:
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state.plaid.categorizedTransactionsSelected,
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};
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};
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return mapState ? mapState(mapped, state, props) : mapped;
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return mapState ? mapState(mapped, state, props) : mapped;
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};
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};
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@@ -13,6 +13,8 @@ import {
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enableMultipleCategorization,
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enableMultipleCategorization,
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addTransactionsToCategorizeSelected,
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addTransactionsToCategorizeSelected,
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removeTransactionsToCategorizeSelected,
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removeTransactionsToCategorizeSelected,
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setCategorizedTransactionsSelected,
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resetCategorizedTransactionsSelected,
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} from '@/store/banking/banking.reducer';
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} from '@/store/banking/banking.reducer';
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export interface WithBankingActionsProps {
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export interface WithBankingActionsProps {
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@@ -35,6 +37,9 @@ export interface WithBankingActionsProps {
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resetTransactionsToCategorizeSelected: () => void;
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resetTransactionsToCategorizeSelected: () => void;
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enableMultipleCategorization: (enable: boolean) => void;
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enableMultipleCategorization: (enable: boolean) => void;
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setCategorizedTransactionsSelected: (ids: Array<string | number>) => void;
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resetCategorizedTransactionsSelected: () => void;
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}
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}
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const mapDipatchToProps = (dispatch: any): WithBankingActionsProps => ({
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const mapDipatchToProps = (dispatch: any): WithBankingActionsProps => ({
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@@ -120,6 +125,19 @@ const mapDipatchToProps = (dispatch: any): WithBankingActionsProps => ({
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*/
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*/
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enableMultipleCategorization: (enable: boolean) =>
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enableMultipleCategorization: (enable: boolean) =>
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dispatch(enableMultipleCategorization({ enable })),
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dispatch(enableMultipleCategorization({ enable })),
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/**
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* Sets the selected ids of the categorized transactions.
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* @param {Array<string | number>} ids
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*/
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setCategorizedTransactionsSelected: (ids: Array<string | number>) =>
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dispatch(setCategorizedTransactionsSelected({ ids })),
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/**
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* Resets the selected categorized transcations.
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*/
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resetCategorizedTransactionsSelected: () =>
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dispatch(resetCategorizedTransactionsSelected()),
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});
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});
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export const withBankingActions = connect<
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export const withBankingActions = connect<
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@@ -12,6 +12,8 @@ interface StorePlaidState {
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transactionsToCategorizeSelected: Array<number | string>;
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transactionsToCategorizeSelected: Array<number | string>;
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enableMultipleCategorization: boolean;
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enableMultipleCategorization: boolean;
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categorizedTransactionsSelected: Array<number | string>;
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}
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}
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export const PlaidSlice = createSlice({
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export const PlaidSlice = createSlice({
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@@ -28,6 +30,7 @@ export const PlaidSlice = createSlice({
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excludedTransactionsSelected: [],
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excludedTransactionsSelected: [],
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transactionsToCategorizeSelected: [],
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transactionsToCategorizeSelected: [],
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enableMultipleCategorization: false,
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enableMultipleCategorization: false,
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categorizedTransactionsSelected: [],
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} as StorePlaidState,
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} as StorePlaidState,
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reducers: {
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reducers: {
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setPlaidId: (state: StorePlaidState, action: PayloadAction<string>) => {
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setPlaidId: (state: StorePlaidState, action: PayloadAction<string>) => {
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@@ -176,6 +179,26 @@ export const PlaidSlice = createSlice({
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) => {
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) => {
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state.enableMultipleCategorization = action.payload.enable;
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state.enableMultipleCategorization = action.payload.enable;
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},
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},
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/**
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* Sets the selected ids of the categorized transactions.
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* @param {StorePlaidState}
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* @param {PayloadAction<{ ids: Array<string | number> }>}
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*/
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setCategorizedTransactionsSelected: (
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state: StorePlaidState,
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action: PayloadAction<{ ids: Array<string | number> }>,
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) => {
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state.categorizedTransactionsSelected = action.payload.ids;
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},
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/**
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* Resets the selected categorized transcations.
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* @param {StorePlaidState}
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*/
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resetCategorizedTransactionsSelected: (state: StorePlaidState) => {
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state.categorizedTransactionsSelected = [];
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},
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},
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},
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});
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});
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@@ -195,6 +218,8 @@ export const {
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removeTransactionsToCategorizeSelected,
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removeTransactionsToCategorizeSelected,
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resetTransactionsToCategorizeSelected,
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resetTransactionsToCategorizeSelected,
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enableMultipleCategorization,
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enableMultipleCategorization,
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setCategorizedTransactionsSelected,
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resetCategorizedTransactionsSelected,
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} = PlaidSlice.actions;
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} = PlaidSlice.actions;
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export const getPlaidToken = (state: any) => state.plaid.plaidToken;
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export const getPlaidToken = (state: any) => state.plaid.plaidToken;
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