feat(webapp): wip sales tax liability summary report

This commit is contained in:
Ahmed Bouhuolia
2023-09-01 01:39:16 +02:00
parent 5bb95eeb1a
commit 54dcde657f
16 changed files with 741 additions and 1 deletions

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@@ -169,6 +169,7 @@ export const ReportsAction = {
READ_INVENTORY_VALUATION_SUMMARY: 'read-inventory-valuation-summary',
READ_INVENTORY_ITEM_DETAILS: 'read-inventory-item-details',
READ_CASHFLOW_ACCOUNT_TRANSACTION: 'read-cashflow-account-transactions',
READ_SALES_TAX_LIABILITY_SUMMARY: 'read-sales-tax-liability-summary',
};
export const PreferencesAbility = {

View File

@@ -85,6 +85,13 @@ export const financialReportMenus = [
subject: AbilitySubject.Report,
ability: ReportsAction.READ_PROFIT_LOSS,
},
{
title: 'Sales Tax Liability Summary',
desc: 'Reports the total amount of sales tax collected from customers',
link: '/financial-reports/sales-tax-liability-summary',
subject: AbilitySubject.Report,
ability: ReportsAction.READ_SALES_TAX_LIABILITY_SUMMARY,
}
],
},
];

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@@ -0,0 +1,72 @@
// @ts-nocheck
import React, { useEffect } from 'react';
import moment from 'moment';
import { SalesTaxLiabilitySummaryLoadingBar } from './components';
import { FinancialStatement, DashboardPageContent } from '@/components';
import SalesTaxLiabilitySummaryHeader from './SalesTaxLiabilitySummaryHeader';
import SalesTaxLiabilitySummaryActionsBar from './SalesTaxLiabilitySummaryActionsBar';
import { SalesTaxLiabilitySummaryBoot } from './SalesTaxLiabilitySummaryBoot';
import { SalesTaxLiabilitySummaryBody } from './SalesTaxLiabilitySummaryBody';
import { useSalesTaxLiabilitySummaryQuery } from './utils';
import withSalesTaxLiabilitySummaryActions from './withSalesTaxLiabilitySummaryActions';
import { compose } from '@/utils';
/**
* Sales tax liability summary.
* @returns {React.JSX}
*/
function SalesTaxLiabilitySummary({
// #withSalesTaxLiabilitySummaryActions
toggleSalesTaxLiabilitySummaryFilterDrawer,
}) {
const [query, setQuery] = useSalesTaxLiabilitySummaryQuery();
const handleFilterSubmit = (filter) => {
const newFilter = {
...filter,
fromDate: moment(filter.fromDate).format('YYYY-MM-DD'),
toDate: moment(filter.toDate).format('YYYY-MM-DD'),
};
setQuery({ ...newFilter });
};
// Handle number format submit.
const handleNumberFormatSubmit = (values) => {
setQuery({
...query,
numberFormat: values,
});
};
// Hides the filter drawer once the page unmount.
useEffect(
() => () => {
toggleSalesTaxLiabilitySummaryFilterDrawer(false);
},
[toggleSalesTaxLiabilitySummaryFilterDrawer],
);
return (
<SalesTaxLiabilitySummaryBoot filter={query}>
<SalesTaxLiabilitySummaryActionsBar
numberFormat={query.numberFormat}
onNumberFormatSubmit={handleNumberFormatSubmit}
/>
<SalesTaxLiabilitySummaryLoadingBar />
<DashboardPageContent>
<FinancialStatement>
<SalesTaxLiabilitySummaryHeader
pageFilter={query}
onSubmitFilter={handleFilterSubmit}
/>
<SalesTaxLiabilitySummaryBody />
</FinancialStatement>
</DashboardPageContent>
</SalesTaxLiabilitySummaryBoot>
);
}
export default compose(withSalesTaxLiabilitySummaryActions)(
SalesTaxLiabilitySummary,
);

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@@ -0,0 +1,133 @@
// @ts-nocheck
import React from 'react';
import {
NavbarGroup,
Button,
Classes,
NavbarDivider,
Popover,
PopoverInteractionKind,
Position,
} from '@blueprintjs/core';
import classNames from 'classnames';
import { DashboardActionsBar, FormattedMessage as T, Icon } from '@/components';
import NumberFormatDropdown from '@/components/NumberFormatDropdown';
import { compose, saveInvoke } from '@/utils';
import { useSalesTaxLiabilitySummaryContext } from './SalesTaxLiabilitySummaryBoot';
import withSalesTaxLiabilitySummary from './withSalesTaxLiabilitySummary';
import withSalesTaxLiabilitySummaryActions from './withSalesTaxLiabilitySummaryActions';
/**
* Sales tax liability summary - actions bar.
*/
function SalesTaxLiabilitySummaryActionsBar({
// #withSalesTaxLiabilitySummary
salesTaxLiabilitySummaryFilter,
// #withSalesTaxLiabilitySummaryActions
toggleBalanceSheetFilterDrawer: toggleFilterDrawer,
// #ownProps
numberFormat,
onNumberFormatSubmit,
}) {
const { isLoading, refetchBalanceSheet } =
useSalesTaxLiabilitySummaryContext();
// Handle filter toggle click.
const handleFilterToggleClick = () => {
toggleFilterDrawer();
};
// Handle recalculate the report button.
const handleRecalcReport = () => {
refetchBalanceSheet();
};
// Handle number format form submit.
const handleNumberFormatSubmit = (values) => {
saveInvoke(onNumberFormatSubmit, values);
};
return (
<DashboardActionsBar>
<NavbarGroup>
<Button
className={classNames(Classes.MINIMAL, 'button--gray-highlight')}
text={<T id={'recalc_report'} />}
onClick={handleRecalcReport}
icon={<Icon icon="refresh-16" iconSize={16} />}
/>
<NavbarDivider />
<Button
className={classNames(Classes.MINIMAL, 'button--table-views')}
icon={<Icon icon="cog-16" iconSize={16} />}
text={
!salesTaxLiabilitySummaryFilter ? (
<T id={'customize_report'} />
) : (
<T id={'hide_customizer'} />
)
}
onClick={handleFilterToggleClick}
active={salesTaxLiabilitySummaryFilter}
/>
<NavbarDivider />
<Popover
content={
<NumberFormatDropdown
numberFormat={numberFormat}
onSubmit={handleNumberFormatSubmit}
submitDisabled={isLoading}
/>
}
minimal={true}
interactionKind={PopoverInteractionKind.CLICK}
position={Position.BOTTOM_LEFT}
>
<Button
className={classNames(Classes.MINIMAL, 'button--filter')}
text={<T id={'format'} />}
icon={<Icon icon="numbers" width={23} height={16} />}
/>
</Popover>
<Popover
// content={}
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(
withSalesTaxLiabilitySummary(({ salesTaxLiabilitySummaryFilter }) => ({
salesTaxLiabilitySummaryFilter,
})),
withSalesTaxLiabilitySummaryActions,
)(SalesTaxLiabilitySummaryActionsBar);

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@@ -0,0 +1,37 @@
// @ts-nocheck
import React from 'react';
import { FinancialReportBody } from '../FinancialReportPage';
import { FinancialSheetSkeleton } from '@/components';
import { SalesTaxLiabilitySummaryTable } from './SalesTaxLiabilitySummaryTable';
import withCurrentOrganization from '@/containers/Organization/withCurrentOrganization';
import { useSalesTaxLiabilitySummaryContext } from './SalesTaxLiabilitySummaryBoot';
import { compose } from '@/utils';
/**
* Sales tax liability summary body.
* @returns {React.JSX}
*/
function SalesTaxLiabilitySummaryBodyRoot({
// #withCurrentOrganization
organizationName,
}) {
const { isLoading } = useSalesTaxLiabilitySummaryContext();
return (
<FinancialReportBody>
{isLoading ? (
<FinancialSheetSkeleton />
) : (
<SalesTaxLiabilitySummaryTable />
)}
</FinancialReportBody>
);
}
export const SalesTaxLiabilitySummaryBody = compose(
withCurrentOrganization(({ organization }) => ({
organizationName: organization.name,
})),
)(SalesTaxLiabilitySummaryBodyRoot);

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@@ -0,0 +1,45 @@
// @ts-nocheck
import React, { createContext, useContext } from 'react';
import FinancialReportPage from '../FinancialReportPage';
import { transformFilterFormToQuery } from '../common';
import { useSalesTaxLiabilitySummary } from '@/hooks/query';
const SalesTaxLiabilitySummaryContext = createContext();
/**
* Sales tax liability summary boot.
* @returns {JSX.Element}
*/
function SalesTaxLiabilitySummaryBoot({ filter, ...props }) {
// Transformes the given filter to query.
const query = React.useMemo(
() => transformFilterFormToQuery(filter),
[filter],
);
// Fetches the sales tax liability summary report.
const {
data: salesTaxLiabilitySummary,
isFetching,
isLoading,
refetch,
} = useSalesTaxLiabilitySummary(query, { keepPreviousData: true });
const provider = {
salesTaxLiabilitySummary,
isFetching,
isLoading,
query,
filter,
};
return (
<FinancialReportPage name={'sales-tax-liability-summary'}>
<SalesTaxLiabilitySummaryContext.Provider value={provider} {...props} />
</FinancialReportPage>
);
}
const useSalesTaxLiabilitySummaryContext = () =>
useContext(SalesTaxLiabilitySummaryContext);
export { SalesTaxLiabilitySummaryBoot, useSalesTaxLiabilitySummaryContext };

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@@ -0,0 +1,116 @@
// @ts-nocheck
import React from 'react';
import styled from 'styled-components';
import moment from 'moment';
import { Tabs, Tab, Button, Intent } from '@blueprintjs/core';
import { Formik, Form } from 'formik';
import { FormattedMessage as T } from '@/components';
import { useFeatureCan } from '@/hooks/state';
import { Features } from '@/constants';
import BalanceSheetHeaderGeneralPanal from './BalanceSheetHeaderGeneralPanal';
import FinancialStatementHeader from '../../FinancialStatements/FinancialStatementHeader';
import { compose, transformToForm } from '@/utils';
import {
getDefaultSalesTaxLiablitySummaryQuery,
getSalesTaxLiabilitySummaryQueryValidation,
} from './utils';
import withSalesTaxLiabilitySummary from './withSalesTaxLiabilitySummary';
import withSalesTaxLiabilitySummaryActions from './withSalesTaxLiabilitySummaryActions';
/**
* Sales tax liability summary header.
*/
function SalesTaxLiabilitySummaryHeader({
// #ownProps
onSubmitFilter,
pageFilter,
// #withSalesTaxLiabilitySummary
salesTaxLiabilitySummaryFilter,
// #withSalesTaxLiabilitySummaryActions
toggleSalesTaxLiabilitySummaryFilterDrawer: toggleFilterDrawer,
}) {
const defaultValues = getDefaultSalesTaxLiablitySummaryQuery();
// Filter form initial values.
const initialValues = transformToForm(
{
...defaultValues,
...pageFilter,
fromDate: moment(pageFilter.fromDate).toDate(),
toDate: moment(pageFilter.toDate).toDate(),
},
defaultValues,
);
// Validation schema.
const validationSchema = getSalesTaxLiabilitySummaryQueryValidation();
// Handle form submit.
const handleSubmit = (values, actions) => {
onSubmitFilter(values);
toggleFilterDrawer(false);
actions.setSubmitting(false);
};
// Handle cancel button click.
const handleCancelClick = () => {
toggleFilterDrawer(false);
};
// Handle drawer close action.
const handleDrawerClose = () => {
toggleFilterDrawer(false);
};
// Detarmines the given feature whether is enabled.
const { featureCan } = useFeatureCan();
const isBranchesFeatureCan = featureCan(Features.Branches);
return (
<BalanceSheetFinancialHeader
isOpen={salesTaxLiabilitySummaryFilter}
drawerProps={{
onClose: handleDrawerClose,
}}
>
<Formik
initialValues={initialValues}
validationSchema={validationSchema}
onSubmit={handleSubmit}
>
<Form>
{/* <Tabs animate={true} vertical={true} renderActiveTabPanelOnly={true}>
<Tab
id="general"
title={<T id={'general'} />}
panel={<BalanceSheetHeaderGeneralPanal />}
/>
</Tabs> */}
<div class="financial-header-drawer__footer">
<Button className={'mr1'} intent={Intent.PRIMARY} type={'submit'}>
<T id={'calculate_report'} />
</Button>
<Button onClick={handleCancelClick} minimal={true}>
<T id={'cancel'} />
</Button>
</div>
</Form>
</Formik>
</BalanceSheetFinancialHeader>
);
}
export default compose(
withSalesTaxLiabilitySummary(({ salesTaxLiabilitySummaryFilter }) => ({
salesTaxLiabilitySummaryFilter,
})),
withSalesTaxLiabilitySummaryActions,
)(SalesTaxLiabilitySummaryHeader);
const BalanceSheetFinancialHeader = styled(FinancialStatementHeader)`
.bp3-drawer {
max-height: 520px;
}
`;

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@@ -0,0 +1,93 @@
// @ts-nocheck
import React from 'react';
import styled from 'styled-components';
import intl from 'react-intl-universal';
import { TableStyle } from '@/constants';
import { ReportDataTable, FinancialSheet } from '@/components';
import { defaultExpanderReducer, tableRowTypesToClassnames } from '@/utils';
import { useSalesTaxLiabilitySummaryContext } from './SalesTaxLiabilitySummaryBoot';
import withCurrentOrganization from '@/containers/Organization/withCurrentOrganization';
import { useSalesTaxLiabilitySummaryColumns } from './utils';
import { compose } from 'ramda';
/**
* Balance sheet table.
*/
function SalesTaxLiabilitySummaryTableRoot({
// #ownProps
organizationName,
}) {
// Balance sheet context.
const {
salesTaxLiabilitySummary: { table },
} = useSalesTaxLiabilitySummaryContext();
// Retrieve the database columns.
const columns = useSalesTaxLiabilitySummaryColumns();
// Retrieve default expanded rows of balance sheet.
const expandedRows = React.useMemo(
() => defaultExpanderReducer(table.rows, 3),
[table],
);
return (
<FinancialSheet
companyName={organizationName}
sheetType={'Sales Tax Liability Summary'}
asDate={new Date()}
basis={''}
>
<SalesTaxLiabilitySummaryDataTable
columns={columns}
data={table.rows}
rowClassNames={tableRowTypesToClassnames}
noInitialFetch={true}
expandable={true}
expanded={expandedRows}
expandToggleColumn={1}
expandColumnSpace={0.8}
headerLoading={true}
sticky={true}
styleName={TableStyle.Constrant}
/>
</FinancialSheet>
);
}
const SalesTaxLiabilitySummaryDataTable = styled(ReportDataTable)`
.table {
.tbody .tr {
.td {
border-bottom: 0;
padding-top: 0.32rem;
padding-bottom: 0.32rem;
}
&:not(.no-results) {
.td {
border-bottom: 0;
padding-top: 0.4rem;
padding-bottom: 0.4rem;
}
&:not(:first-child) .td {
border-top: 1px solid transparent;
}
&.row_type--Total {
font-weight: 500;
.td {
border-top: 1px solid #bbb;
border-bottom: 3px double #333;
}
}
}
}
}
`;
export const SalesTaxLiabilitySummaryTable = compose(
withCurrentOrganization(({ organization }) => ({
organizationName: organization.name,
})),
)(SalesTaxLiabilitySummaryTableRoot);

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@@ -0,0 +1,17 @@
// @ts-nocheck
import React from 'react';
import { useSalesTaxLiabilitySummaryContext } from './SalesTaxLiabilitySummaryBoot';
import FinancialLoadingBar from '../FinancialLoadingBar';
/**
* Balance sheet loading bar.
*/
export function SalesTaxLiabilitySummaryLoadingBar() {
const { isFetching } = useSalesTaxLiabilitySummaryContext();
if (!isFetching) {
return null;
}
return <FinancialLoadingBar />;
}

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@@ -0,0 +1,55 @@
// @ts-nocheck
import React, { useMemo } from 'react';
import * as R from 'ramda';
import { getColumnWidth } from '@/utils';
import { Align } from '@/constants';
const getTableCellValueAccessor = (index) => `cells[${index}].value`;
const taxNameAccessor = R.curry((data, column) => ({
key: column.key,
Header: column.label,
accessor: getTableCellValueAccessor(column.cell_index),
sticky: 'left',
width: 240,
textOverview: true,
}));
const taxCodeAccessor = R.curry((data, column) => ({
key: column.key,
Header: column.label,
accessor: getTableCellValueAccessor(column.cell_index),
sticky: 'left',
width: 240,
textOverview: true,
}));
const taxableAmountAccessor = R.curry((data, column) => {
const accessor = getTableCellValueAccessor(column.cell_index);
return {
Header: column.label,
id: column.key,
accessor: getTableCellValueAccessor(column.cell_index),
className: column.key,
width: getColumnWidth(data, accessor, { minWidth: 120 }),
align: Align.Right,
};
});
const dynamicColumnMapper = R.curry((data, column) => {
const taxNameAccessorColumn = taxNameAccessor(data);
const taxCodeAccessorColumn = taxCodeAccessor(data);
const taxableAmountColumn = taxableAmountAccessor(data);
return R.compose(
R.when(R.pathEq(['key'], 'taxName'), taxNameAccessorColumn),
R.when(R.pathEq(['key'], 'taxCode'), taxCodeAccessorColumn),
R.when(R.pathEq(['key'], 'taxableAmount'), taxableAmountColumn),
R.when(R.pathEq(['key'], 'taxRate'), taxableAmountColumn),
)(column);
});
export const salesTaxLiabilitySummaryDynamicColumns = (columns, data) => {
return R.map(dynamicColumnMapper(data), columns);
};

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@@ -0,0 +1,89 @@
// @ts-nocheck
import React from 'react';
import moment from 'moment';
import * as Yup from 'yup';
import { castArray } from 'lodash';
import intl from 'react-intl-universal';
import { transformToForm } from '@/utils';
import { useAppQueryString } from '@/hooks';
import { salesTaxLiabilitySummaryDynamicColumns } from './dynamicColumns';
import { useSalesTaxLiabilitySummaryContext } from './SalesTaxLiabilitySummaryBoot';
/**
* Retrieves the default sales tax liability summary query.
* @returns {}
*/
export const getDefaultSalesTaxLiablitySummaryQuery = () => ({
fromDate: moment().startOf('month').format('YYYY-MM-DD'),
toDate: moment().format('YYYY-MM-DD'),
basis: 'cash',
});
/**
* Parses the sales tax liability summary query.
*/
const parseSalesTaxLiabilitySummaryQuery = (locationQuery) => {
const defaultQuery = getDefaultSalesTaxLiablitySummaryQuery();
const transformed = {
...defaultQuery,
...transformToForm(locationQuery, defaultQuery),
};
return {
...transformed,
// Ensures the branches ids is always array.
branchesIds: castArray(transformed.branchesIds),
};
};
/**
* Retrieves the sales tax liability summary query.
*/
export const useSalesTaxLiabilitySummaryQuery = () => {
// Retrieves location query.
const [locationQuery, setLocationQuery] = useAppQueryString();
// Merges the default filter query with location URL query.
const parsedQuery = React.useMemo(
() => parseSalesTaxLiabilitySummaryQuery(locationQuery),
[locationQuery],
);
return [parsedQuery, setLocationQuery];
};
/**
* Retrieves the sales tax liability summary default query.
*/
export const getSalesTaxLiabilitySummaryDefaultQuery = () => {
return {
basic: 'cash',
fromDate: moment().toDate(),
toDate: moment().toDate(),
};
};
/**
* Retrieves the sales tax liability summary query validation.
*/
export const getSalesTaxLiabilitySummaryQueryValidation = () =>
Yup.object().shape({
dateRange: Yup.string().optional(),
fromDate: Yup.date().required().label(intl.get('fromDate')),
toDate: Yup.date()
.min(Yup.ref('fromDate'))
.required()
.label(intl.get('toDate')),
});
/**
* Retrieves the sales tax liability summary columns.
* @returns {ITableColumn[]}
*/
export const useSalesTaxLiabilitySummaryColumns = () => {
const {
salesTaxLiabilitySummary: { table },
} = useSalesTaxLiabilitySummaryContext();
return salesTaxLiabilitySummaryDynamicColumns(table.columns, table.rows);
};

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@@ -0,0 +1,15 @@
// @ts-nocheck
import { connect } from 'react-redux';
import { getSalesTaxLiabilitySummaryFilterDrawer } from '@/store/financialStatement/financialStatements.selectors';
export default (mapState) => {
const mapStateToProps = (state, props) => {
const mapped = {
salesTaxLiabilitySummaryFilter:
getSalesTaxLiabilitySummaryFilterDrawer(state),
};
return mapState ? mapState(mapped, state, props) : mapped;
};
return connect(mapStateToProps);
};

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@@ -0,0 +1,10 @@
// @ts-nocheck
import { connect } from 'react-redux';
import { toggleBalanceSheetFilterDrawer } from '@/store/financialStatement/financialStatements.actions';
const mapDispatchToProps = (dispatch) => ({
toggleSalesTaxLiabilitySummaryFilterDrawer: (toggle) =>
dispatch(toggleBalanceSheetFilterDrawer(toggle)),
});
export default connect(null, mapDispatchToProps);

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@@ -444,3 +444,25 @@ export function useTransactionsByReference(query, props) {
},
);
}
/**
*
*/
export function useSalesTaxLiabilitySummary(query, props) {
return useRequestQuery(
[t.FINANCIAL_REPORT, t.BALANCE_SHEET, query],
{
method: 'get',
url: '/financial_statements/sales-tax-liability-summary',
params: query,
headers: {
Accept: 'application/json+table',
},
},
{
select: (res) => res.data,
...props,
},
);
}

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@@ -440,7 +440,9 @@ export const getDashboardRoutes = () => [
path: `/financial-reports/project-profitability-summary`,
component: lazy(
() =>
import('@/containers/FinancialStatements/ProjectProfitabilitySummary/ProjectProfitabilitySummary'),
import(
'@/containers/FinancialStatements/ProjectProfitabilitySummary/ProjectProfitabilitySummary'
),
),
breadcrumb: intl.get('project_profitability_summary'),
pageTitle: intl.get('project_profitability_summary'),
@@ -448,6 +450,20 @@ export const getDashboardRoutes = () => [
sidebarExpand: false,
subscriptionActive: [SUBSCRIPTION_TYPE.MAIN],
},
{
path: '/financial-reports/sales-tax-liability-summary',
component: lazy(
() =>
import(
'@/containers/FinancialStatements/SalesTaxLiabilitySummary/SalesTaxLiabilitySummary'
),
),
breadcrumb: 'Sales Tax Liability Summary',
pageTitle: 'Sales Tax Liability Summary',
backLink: true,
sidebarExpand: false,
subscriptionActive: [SUBSCRIPTION_TYPE.MAIN],
},
{
path: '/financial-reports',
component: lazy(

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@@ -86,6 +86,10 @@ export const projectProfitabilitySummaryFilterDrawerSelector = (state) => {
return filterDrawerByTypeSelector('projectProfitabilitySummary')(state);
};
export const salesTaxLiabilitySummaryFilterDrawerSelector = (state) => {
return filterDrawerByTypeSelector('projectProfitabilitySummary')(state);
};
/**
* Retrieve balance sheet filter drawer.
*/
@@ -278,3 +282,11 @@ export const getProjectProfitabilitySummaryFilterDrawer = createSelector(
return isOpen;
},
);
/**
* Retrieve sales tax liability summary filter drawer.
*/
export const getSalesTaxLiabilitySummaryFilterDrawer = createSelector(
salesTaxLiabilitySummaryFilterDrawerSelector,
(isOpen) => isOpen,
);