fix: Filter financial reports by items, customers or vendors.

client/src/containers/FinancialStatements/ARAgingSummary/ARAgingSummary.js

@@ -18,7 +18,7 @@ import withSettings from 'containers/Settings/withSettings';
 import { compose } from 'utils';
 
 /**
- * AR aging summary report.
+ * A/R aging summary report.
  */
 function ReceivableAgingSummarySheet({
   // #withSettings
@@ -31,6 +31,7 @@ function ReceivableAgingSummarySheet({
     asDate: moment().endOf('day').format('YYYY-MM-DD'),
     agingDaysBefore: 30,
     agingPeriods: 3,
+    customersIds: [],
   });
 
   // Handle filter submit.
@@ -61,7 +62,7 @@ function ReceivableAgingSummarySheet({
       <ARAgingSummarySheetLoadingBar />
 
       <DashboardPageContent>
-        <FinancialStatement>
+        <FinancialStatement name={'AR-aging-summary'}>
           <ARAgingSummaryHeader
             pageFilter={filter}
             onSubmitFilter={handleFilterSubmit}

client/src/containers/FinancialStatements/ARAgingSummary/ARAgingSummaryHeader.js

@@ -11,7 +11,7 @@ import ARAgingSummaryHeaderGeneral from './ARAgingSummaryHeaderGeneral';
 import withARAgingSummary from './withARAgingSummary';
 import withARAgingSummaryActions from './withARAgingSummaryActions';
 
-import { compose } from 'utils';
+import { compose, transformToForm } from 'utils';
 
 /**
  * AR Aging Summary Report - Drawer Header.
@@ -41,11 +41,20 @@ function ARAgingSummaryHeader({
       .label('agingPeriods'),
   });
   // Initial values.
-  const initialValues = {
-    asDate: moment(pageFilter.asDate).toDate(),
+  const defaultValues = {
+    asDate: moment().toDate(),
     agingDaysBefore: 30,
     agingPeriods: 3,
+    customersIds: [],
   };
+  // Initial values.
+  const initialValues = transformToForm(
+    {
+      ...pageFilter,
+      asDate: moment(pageFilter.asDate).toDate(),
+    },
+    defaultValues,
+  );
 
   // Handle form submit.
   const handleSubmit = (values, { setSubmitting }) => {
@@ -58,7 +67,7 @@ function ARAgingSummaryHeader({
   const handleCancelClick = () => {
     toggleFilterDrawerDisplay(false);
   };
- 
+
   // Handle the drawer close.
   const handleDrawerClose = () => {
     toggleFilterDrawerDisplay(false);

client/src/containers/FinancialStatements/ARAgingSummary/ARAgingSummaryHeaderGeneral.js

@@ -1,5 +1,5 @@
 import React from 'react';
-import { FastField } from 'formik';
+import { FastField, Field } from 'formik';
 import { DateInput } from '@blueprintjs/datetime';
 import {
   Intent,
@@ -93,14 +93,24 @@ export default function ARAgingSummaryHeaderGeneral() {
       </Row>
       <Row>
         <Col xs={5}>
-          <FormGroup
-            label={<T id={'specific_customers'} />}
-            className={classNames('form-group--select-list', Classes.FILL)}
-          >
-            <ContactsMultiSelect contacts={customers} />
-          </FormGroup>
+          <Field name="customersIds">
+            {({ form: { setFieldValue }, field: { value }, meta: { error, touched } }) => (
+              <FormGroup
+                label={<T id={'specific_customers'} />}
+                className={classNames('form-group--select-list', Classes.FILL)}
+              >
+                <ContactsMultiSelect
+                  contacts={customers}
+                  contactsSelected={value}
+                  onContactSelect={(contactsIds) => {
+                    setFieldValue('customersIds', contactsIds);
+                  }}
+                />
+              </FormGroup>
+            )}
+          </Field>
         </Col>
       </Row>
     </div>
   );
-}
+}