feat: add project profitability summary.

This commit is contained in:
elforjani13
2022-08-22 19:56:27 +02:00
parent 69c4519647
commit 5c3a7effc1
25 changed files with 965 additions and 11 deletions

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@@ -659,6 +659,11 @@ export const SidebarMenu = [
ability: ReportsAction.READ_AP_AGING_SUMMARY,
},
},
{
text: <T id={'project_profitability_summary'} />,
href: '/financial-reports/project-profitability-summary',
type: ISidebarMenuItemType.Link,
},
],
},
{

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@@ -0,0 +1,77 @@
import React, { useEffect } from 'react';
import moment from 'moment';
import {
ProjectProfitabilitySummaryAlerts,
ProjectProfitabilitySummaryLoadingBar,
} from './components';
import { FinancialStatement, DashboardPageContent } from '@/components';
import ProjectProfitabilitySummaryHeader from './ProjectProfitabilitySummaryHeader';
import ProjectProfitabilitySummaryActionsBar from './ProjectProfitabilitySummaryActionsBar';
import { ProjectProfitabilitySummaryBody } from './ProjectProfitabilitySummaryBody';
import { ProjectProfitabilitySummaryProvider } from './ProjectProfitabilitySummaryProvider';
import { useProjectProfitabilitySummaryQuery } from './utils';
import withProjectProfitabilitySummaryActions from './withProjectProfitabilitySummaryActions';
import { compose } from '@/utils';
/**
* Project profitability summary.
* @returns {React.JSX}
*/
function ProjectProfitabilitySummary({
// #withProjectProfitabilitySummaryActions
toggleProjectProfitabilitySummaryFilterDrawer,
}) {
// Project profitability summary query.
const { query, setLocationQuery } = useProjectProfitabilitySummaryQuery();
// Handle refetch project profitability summary filter changer.
const handleFilterSubmit = (filter) => {
const newFilter = {
...filter,
fromDate: moment(filter.fromDate).format('YYYY-MM-DD'),
toDate: moment(filter.toDate).format('YYYY-MM-DD'),
};
setLocationQuery({ ...newFilter });
};
// Handle number format submit.
const handleNumberFormatSubmit = (values) => {
setLocationQuery({
...query,
numberFormat: values,
});
};
useEffect(
() => () => {
toggleProjectProfitabilitySummaryFilterDrawer(false);
},
[toggleProjectProfitabilitySummaryFilterDrawer],
);
return (
<ProjectProfitabilitySummaryProvider filter={query}>
<ProjectProfitabilitySummaryActionsBar
numberFormat={query.numberFormat}
onNumberFormatSubmit={handleNumberFormatSubmit}
/>
<ProjectProfitabilitySummaryLoadingBar />
<ProjectProfitabilitySummaryAlerts />
<DashboardPageContent>
<FinancialStatement>
<ProjectProfitabilitySummaryHeader
pageFilter={query}
onFilterSubmit={handleFilterSubmit}
/>
<ProjectProfitabilitySummaryBody />
</FinancialStatement>
</DashboardPageContent>
</ProjectProfitabilitySummaryProvider>
);
}
export default compose(withProjectProfitabilitySummaryActions)(
ProjectProfitabilitySummary,
);

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@@ -0,0 +1,131 @@
import React from 'react';
import {
NavbarGroup,
NavbarDivider,
Button,
Classes,
Popover,
PopoverInteractionKind,
Position,
} from '@blueprintjs/core';
import { DashboardActionsBar, FormattedMessage as T, Icon } from '@/components';
import classNames from 'classnames';
import NumberFormatDropdown from '@/components/NumberFormatDropdown';
import { compose, saveInvoke } from '@/utils';
import { useProjectProfitabilitySummaryContext } from './ProjectProfitabilitySummaryProvider';
import withProjectProfitabilitySummary from './withProjectProfitabilitySummary';
import withProjectProfitabilitySummaryActions from './withProjectProfitabilitySummaryActions';
/**
* Project profitability summary actions bar.
*/
function ProjectProfitabilitySummaryActionsBar({
// #withProjectProfitabilitySummary
isFilterDrawerOpen,
// #withProjectProfitabilitySummaryActions
toggleProjectProfitabilitySummaryFilterDrawer: toggleFilterDrawer,
// #ownProps
numberFormat,
onNumberFormatSubmit,
}) {
const { isLoading, refetchProjectProfitabilitySummary } =
useProjectProfitabilitySummaryContext();
// Handle filter toggle click.
const handleFilterToggleClick = () => {
toggleFilterDrawer();
};
// Handle recalculate the report button.
const handleRecalcReport = () => {
refetchProjectProfitabilitySummary();
};
// 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={
!isFilterDrawerOpen ? (
<T id={'customize_report'} />
) : (
<T id={'hide_customizer'} />
)
}
onClick={handleFilterToggleClick}
active={isFilterDrawerOpen}
/>
<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(
withProjectProfitabilitySummary(
({ projectProfitabilitySummaryDrawerFilter }) => ({
isFilterDrawerOpen: projectProfitabilitySummaryDrawerFilter,
}),
),
withProjectProfitabilitySummaryActions,
)(ProjectProfitabilitySummaryActionsBar);

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@@ -0,0 +1,38 @@
import React from 'react';
import ProjectProfitabilitySummaryTable from './ProjectProfitabilitySummaryTable';
import { FinancialReportBody } from '../FinancialReportPage';
import { FinancialSheetSkeleton } from '@/components/FinancialSheet';
import { useProjectProfitabilitySummaryContext } from './ProjectProfitabilitySummaryProvider';
import withCurrentOrganization from '@/containers/Organization/withCurrentOrganization';
import { compose } from '@/utils';
/**
* Project profitability summary body JSX.
* @returns {JSX.Element}
*/
function ProjectProfitabilitySummaryBodyJSX({
// #withCurrentOrganization
organizationName,
}) {
const { isProjectProfitabilitySummaryLoading } =
useProjectProfitabilitySummaryContext();
return (
<FinancialReportBody>
{isProjectProfitabilitySummaryLoading ? (
<FinancialSheetSkeleton />
) : (
<ProjectProfitabilitySummaryTable companyName={organizationName} />
)}
</FinancialReportBody>
);
}
export const ProjectProfitabilitySummaryBody = compose(
withCurrentOrganization(({ organization }) => ({
organizationName: organization?.name,
})),
)(ProjectProfitabilitySummaryBodyJSX);

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@@ -0,0 +1,114 @@
import React from 'react';
import styled from 'styled-components';
import moment from 'moment';
import { Formik, Form } from 'formik';
import { Tabs, Tab, Button, Intent } from '@blueprintjs/core';
import { FormattedMessage as T } from '@/components';
import withProjectProfitabilitySummary from './withProjectProfitabilitySummary';
import withProjectProfitabilitySummaryActions from './withProjectProfitabilitySummaryActions';
import ProjectProfitabilitySummaryHeaderGeneralPanal from './ProjectProfitabilitySummaryHeaderGeneralPanal';
import FinancialStatementHeader from '../FinancialStatementHeader';
import {
getProjectProfitabilitySummaryValidationSchema,
getDefaultProjectProfitabilitySummaryQuery,
} from './utils';
import { compose, transformToForm } from '@/utils';
/**
* Project profitability summary header.
*/
function ProjectProfitabilitySummaryHeader({
// #ownProps
onSubmitFilter,
pageFilter,
// #withProjectProfitabilitySummary
isFilterDrawerOpen,
// #withProjectProfitabilitySummaryActions
toggleProjectProfitabilitySummaryFilterDrawer: toggleFilterDrawer,
}) {
// Filter form default values.
const defaultValues = getDefaultProjectProfitabilitySummaryQuery();
// Filter form initial values.
const initialValues = transformToForm(
{
...pageFilter,
fromDate: moment(pageFilter.fromDate).toDate(),
toDate: moment(pageFilter.toDate).toDate(),
},
defaultValues,
);
// Validation schema.
const validationSchema = getProjectProfitabilitySummaryValidationSchema();
// Handle form submit.
const handleSubmit = (values, { setSubmitting }) => {
onSubmitFilter(values);
toggleFilterDrawer(false);
setSubmitting(false);
};
// Handle cancel button click.
const handleCancelClick = () => {
toggleFilterDrawer(false);
};
// Handle drawer close action.
const handleDrawerClose = () => {
toggleFilterDrawer(false);
};
return (
<ProjectProfitabilityDrawerHeader
isOpen={isFilterDrawerOpen}
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={<ProjectProfitabilitySummaryHeaderGeneralPanal />}
/>
</Tabs>
<div className="financial-header-drawer__footer">
<Button className={'mr1'} intent={Intent.PRIMARY} type={'submit'}>
<T id={'calculate_report'} />
</Button>
<Button onClick={handleCancelClick} minimal={true}>
<T id={'cancel'} />
</Button>
</div>
</Form>
</Formik>
</ProjectProfitabilityDrawerHeader>
);
}
export default compose(
withProjectProfitabilitySummary(
({ projectProfitabilitySummaryDrawerFilter }) => ({
isFilterDrawerOpen: projectProfitabilitySummaryDrawerFilter,
}),
),
withProjectProfitabilitySummaryActions,
)(ProjectProfitabilitySummaryHeader);
const ProjectProfitabilityDrawerHeader = styled(FinancialStatementHeader)`
.bp3-drawer {
max-height: 520px;
}
`;

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@@ -0,0 +1,48 @@
import React from 'react';
import { filterProjectProfitabilityOptions } from './constants';
import { Classes } from '@blueprintjs/core';
import { ProjectMultiSelect } from '@/containers/Projects/components';
import { Row, Col, FFormGroup, FormattedMessage as T } from '@/components';
import FinancialStatementDateRange from '../FinancialStatementDateRange';
import FinancialStatementsFilter from '../FinancialStatementsFilter';
import RadiosAccountingBasis from '../RadiosAccountingBasis';
import { useProjectProfitabilitySummaryContext } from './ProjectProfitabilitySummaryProvider';
/**
* Project profitability summary header - General panal.
*/
export default function ProjectProfitabilitySummaryHeaderGeneralPanal() {
const { projects } = useProjectProfitabilitySummaryContext();
return (
<div>
<FinancialStatementDateRange />
<Row>
<Col xs={4}>
<FinancialStatementsFilter
items={filterProjectProfitabilityOptions}
initialSelectedItem={'with-transactions'}
label={
<T id={'project_profitability_summary.filter_options.label'} />
}
/>
</Col>
</Row>
<Row>
<Col xs={4}>
<FFormGroup
name={'projectsIds'}
label={<T id={'projects_multi_select.label'} />}
className={Classes.FILL}
>
<ProjectMultiSelect name={'projectsIds'} projects={projects} />
</FFormGroup>
</Col>
</Row>
<RadiosAccountingBasis key={'basis'} />
</div>
);
}

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@@ -0,0 +1,54 @@
import React, { createContext, useMemo, useContext } from 'react';
import FinancialReportPage from '../FinancialReportPage';
import { useProjectProfitabilitySummary } from './hooks';
import { useProjects } from '@/containers/Projects/hooks';
import { transformFilterFormToQuery } from '../common';
const ProjectProfitabilitySummaryContext = createContext();
function ProjectProfitabilitySummaryProvider({ filter, ...props }) {
// Transformes the given filter to query.
const query = useMemo(() => transformFilterFormToQuery(filter), [filter]);
// Handle fetching the items table based on the given query.
const {
data: projectProfitabilitySummary,
isFetching: isProjectProfitabilitySummaryFetching,
isLoading: isProjectProfitabilitySummaryLoading,
refetch: refetchProjectProfitabilitySummary,
} = useProjectProfitabilitySummary(query, { keepPreviousData: true });
// Fetch project list.
const {
data: { projects },
isLoading: isProjectsLoading,
} = useProjects();
const provider = {
projectProfitabilitySummary,
isProjectProfitabilitySummaryFetching,
isProjectProfitabilitySummaryLoading,
refetchProjectProfitabilitySummary,
projects,
query,
filter,
};
return (
<FinancialReportPage name={'project-profitability-summary'}>
<ProjectProfitabilitySummaryContext.Provider
value={provider}
{...props}
/>
</FinancialReportPage>
);
}
const useProjectProfitabilitySummaryContext = () =>
useContext(ProjectProfitabilitySummaryContext);
export {
ProjectProfitabilitySummaryProvider,
useProjectProfitabilitySummaryContext,
};

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@@ -0,0 +1,67 @@
import React, { useMemo } from 'react';
import styled from 'styled-components';
import intl from 'react-intl-universal';
import { TableStyle } from '@/constants';
import { ReportDataTable, FinancialSheet } from '@/components';
import { useProjectProfitabilitySummaryContext } from './ProjectProfitabilitySummaryProvider';
import { useProjectProfitabilitySummaryColumns } from './components';
import { defaultExpanderReducer, tableRowTypesToClassnames } from '@/utils';
/**
* Project profitability summary table.
*/
export default function ProjectProfitabilitySummaryTable({
// #ownProps
companyName,
}) {
// Project profitability summary context.
const {
projectProfitabilitySummary: { tableRows },
query,
} = useProjectProfitabilitySummaryContext();
// Retrieve the database columns.
const tableColumns = useProjectProfitabilitySummaryColumns();
return (
<FinancialSheet
companyName={companyName}
sheetType={intl.get('project_profitability_summary')}
fromDate={query.from_date}
toDate={query.to_date}
basis={query.basis}
name="project-profitability-summary"
>
<ProjectProfitabilitySummaryDataTable
columns={tableColumns}
data={tableRows}
rowClassNames={tableRowTypesToClassnames}
noInitialFetch={true}
sticky={true}
styleName={TableStyle.Constrant}
/>
</FinancialSheet>
);
}
const ProjectProfitabilitySummaryDataTable = styled(ReportDataTable)`
.table {
.tbody .tr {
.td {
border-bottom: 0;
padding-top: 0.32rem;
padding-bottom: 0.32rem;
}
.tr.row_type--total .td {
border-top: 1px solid #bbb;
font-weight: 500;
border-bottom: 3px double #000;
}
&:last-of-type .td {
border-bottom: 1px solid #bbb;
}
}
}
`;

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@@ -0,0 +1,55 @@
import React, { useMemo } from 'react';
import { Button } from '@blueprintjs/core';
import FinancialLoadingBar from '../FinancialLoadingBar';
import { dynamicColumns } from './dynamicColumns';
import { FinancialComputeAlert } from '../FinancialReportPage';
import { FormattedMessage as T, Icon, If } from '@/components';
import { useProjectProfitabilitySummaryContext } from './ProjectProfitabilitySummaryProvider';
/**
* Project profitability summary alerts.
*/
export function ProjectProfitabilitySummaryAlerts() {
// Handle refetch the report sheet.
const handleRecalcReport = () => {};
// Can't display any error if the report is loading.
// if (isLoading) return null;
return (
<If condition={false}>
<FinancialComputeAlert>
<Icon icon="info-block" iconSize={12} />
<T id={'just_a_moment_we_re_calculating_your_cost_transactions'} />
</FinancialComputeAlert>
</If>
);
}
/**
* Project profitability summary loading bar.
*/
export function ProjectProfitabilitySummaryLoadingBar() {
return (
<If condition={false}>
<FinancialLoadingBar />
</If>
);
}
/**
* Retrieve Project profitability summary columns.
*/
export function useProjectProfitabilitySummaryColumns() {
// Balance sheet context.
const {
projectProfitabilitySummary: { columns, tableRows },
} = useProjectProfitabilitySummaryContext();
return useMemo(
() => dynamicColumns(columns, tableRows),
[tableRows, columns],
);
}

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@@ -0,0 +1,31 @@
import intl from 'react-intl-universal';
export const filterProjectProfitabilityOptions = [
{
key: 'all-projects',
name: intl.get(
'project_profitability_summary.filter_projects.all_projects',
),
hint: intl.get(
'project_profitability_summary.filter_projects.all_projects.hint',
),
},
{
key: 'without-zero-balance',
name: intl.get(
'project_profitability_summary.filter_projects.without_zero_balance',
),
hint: intl.get(
'project_profitability_summary.filter_projects.without_zero_balance.hint',
),
},
{
key: 'with-transactions',
name: intl.get(
'project_profitability_summary.filter_projects.with_transactions',
),
hint: intl.get(
'project_profitability_summary.filter_projects.with_transactions.hint',
),
},
];

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@@ -0,0 +1,69 @@
import * as R from 'ramda';
import { getColumnWidth } from '@/utils';
import { Align } from '@/constants';
const characterColumn = R.curry((data, index, column) => ({
id: column.key,
key: column.key,
Header: column.label,
accessor: `cells[${index}].value`,
className: column.key,
width: getColumnWidth(data, `cells.${index}.key`, {
minWidth: 200,
magicSpacing: 10,
}),
disableSortBy: true,
textOverview: true,
sticky: Align.Left,
}));
const numericColumn = R.curry((data, index, column) => ({
id: column.key,
key: column.key,
Header: column.label,
accessor: `cells[${index}].value`,
className: column.key,
width: getColumnWidth(data, `cells.${index}.key`, {
minWidth: 130,
magicSpacing: 10,
}),
disableSortBy: true,
align: Align.Right,
}));
/**
* columns mapper.
*/
const columnsMapper = R.curry((data, index, column) => ({
id: column.key,
key: column.key,
Header: column.label,
accessor: `cells[${index}].value`,
className: column.key,
width: getColumnWidth(data, `cells.${index}.key`, {
minWidth: 130,
magicSpacing: 10,
}),
disableSortBy: true,
textOverview: true,
}));
/**
* project profitability summary columns mapper.
*/
export const dynamicColumns = (columns, data) => {
const mapper = (column, index) => {
return R.compose(
R.cond([
[R.pathEq(['key'], 'name'), characterColumn(data, index)],
[R.pathEq(['key'], 'customer_name'), characterColumn(data, index)],
[R.pathEq(['key'], 'income'), numericColumn(data, index)],
[R.pathEq(['key'], 'expenses'), numericColumn(data, index)],
[R.pathEq(['key'], 'profit'), numericColumn(data, index)],
[R.T, columnsMapper(data, index)],
]),
)(column);
};
return columns.map(mapper);
};

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@@ -0,0 +1,30 @@
import { useRequestQuery } from '@/hooks/useQueryRequest';
import t from '@/hooks/query/types';
/**
* Retrieve the profitability summary for the project
*/
export function useProjectProfitabilitySummary(query, props) {
return useRequestQuery(
[t.FINANCIAL_REPORT, t.PROJECT_PROFITABILITY_SUMMARY, query],
{
method: 'get',
url: '/financial_statements/project-profitability-summary',
params: query,
headers: {
Accept: 'application/json+table',
},
},
{
select: (res) => ({
columns: res.data.table.columns,
tableRows: res.data.table.data,
}),
defaultData: {
tableRows: [],
columns: [],
},
...props,
},
);
}

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@@ -0,0 +1,70 @@
import React, { useMemo } from 'react';
import moment from 'moment';
import { castArray } from 'lodash';
import intl from 'react-intl-universal';
import * as R from 'ramda';
import * as Yup from 'yup';
import { transformToForm } from '@/utils';
import { useAppQueryString } from '@/hooks';
/**
* Retrieves the project profitability validation schema.
*/
export const getProjectProfitabilitySummaryValidationSchema = () =>
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')),
filterByOption: Yup.string(),
});
/**
* Retrieves the project profitability summary default values.
*/
export const getDefaultProjectProfitabilitySummaryQuery = () => ({
fromDate: moment().startOf('year').format('YYYY-MM-DD'),
toDate: moment().endOf('year').format('YYYY-MM-DD'),
basis: 'cash',
filterByOption: 'without-zero-balance',
projectsIds: [],
});
/**
* Parses project profitability summary query.
*/
const parseProjectProfitabilityQuery = (locationQuery) => {
const defaultQuery = getDefaultProjectProfitabilitySummaryQuery();
const transformed = {
...defaultQuery,
...transformToForm(locationQuery, defaultQuery),
};
return {
...transformed,
projectsIds: castArray(transformed.projectsIds),
};
};
/**
* Retrieves the project profitability summary query.
*/
export const useProjectProfitabilitySummaryQuery = () => {
// Retrieves location query.
const [locationQuery, setLocationQuery] = useAppQueryString();
// Merges the default filter query with location URL query.
const query = useMemo(
() => parseProjectProfitabilityQuery(locationQuery),
[locationQuery],
);
return {
query,
locationQuery,
setLocationQuery,
};
};

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@@ -0,0 +1,14 @@
import { connect } from 'react-redux';
import { getProjectProfitabilitySummaryFilterDrawer } from '@/store/financialStatement/financialStatements.selectors';
export default (mapState) => {
const mapStateToProps = (state, props) => {
const mapped = {
projectProfitabilitySummaryDrawerFilter:
getProjectProfitabilitySummaryFilterDrawer(state),
};
return mapState ? mapState(mapped, state, props) : mapped;
};
return connect(mapStateToProps);
};

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@@ -0,0 +1,9 @@
import { connect } from 'react-redux';
import { toggleProjectProfitabilitySummaryFilterDrawer } from '@/store/financialStatement/financialStatements.actions';
const mapDispatchToProps = (dispatch) => ({
toggleProjectProfitabilitySummaryFilterDrawer: (toggle) =>
dispatch(toggleProjectProfitabilitySummaryFilterDrawer(toggle)),
});
export default connect(null, mapDispatchToProps);

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@@ -0,0 +1,75 @@
import React from 'react';
import intl from 'react-intl-universal';
import { MenuItem } from '@blueprintjs/core';
import { FMultiSelect } from '@/components';
/**
*
* @param query
* @param project
* @param _index
* @param exactMatch
*/
const projectItemPredicate = (query, project, _index, exactMatch) => {
const normalizedTitle = project.name.toLowerCase();
const normalizedQuery = query.toLowerCase();
if (exactMatch) {
return normalizedTitle === normalizedQuery;
} else {
return `${project.name}. ${normalizedTitle}`.indexOf(normalizedQuery) >= 0;
}
};
/**
*
* @param project
* @param param1
* @param param2
* @returns
*/
const projectItemRenderer = (
project,
{ handleClick, modifiers, query },
{ isSelected },
) => {
return (
<MenuItem
active={modifiers.active}
disabled={modifiers.disabled}
icon={isSelected ? 'tick' : 'blank'}
key={project.id}
text={project.name}
onClick={handleClick}
/>
);
};
const projectSelectProps = {
itemPredicate: projectItemPredicate,
itemRenderer: projectItemRenderer,
valueAccessor: (item) => item.id,
labelAccessor: (item) => item.name,
tagRenderer: (item) => item.name,
};
/**
* projects mulit select.
* @param param0
* @returns {JSX.Element}
*/
export function ProjectMultiSelect({
projects,
...rest
}) {
return (
<FMultiSelect
items={projects}
placeholder={intl.get('projects_multi_select.placeholder')}
popoverProps={{ minimal: true }}
{...projectSelectProps}
{...rest}
/>
);
}

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@@ -2,4 +2,5 @@ export * from './ExpenseSelect';
export * from './ChangeTypesSelect';
export * from './TaskSelect';
export * from './ProjectsSelect';
export * from './ProjectMultiSelect'
export * from './FInputGroupComponent';

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@@ -26,6 +26,7 @@ const FINANCIAL_REPORTS = {
TRANSACTIONS_BY_REFERENCE: 'TRANSACTIONS_BY_REFERENCE',
REALIZED_GAIN_OR_LOSS: 'REALIZED_GAIN_OR_LOSS',
UNREALIZED_GAIN_OR_LOSS: 'UNREALIZED_GAIN_OR_LOSS',
PROJECT_PROFITABILITY_SUMMARY: 'PROJECT_PROFITABILITY_SUMMARY',
};
const BILLS = {

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@@ -2050,7 +2050,7 @@
"projects.action.new_task": "New Task",
"projects.action.delete_project": "Delete Project",
"projects.label.new_project": "New Project",
"projects.label.new_time_entry":"New Time Entry",
"projects.label.new_time_entry": "New Time Entry",
"projects.dialog.contact": "Contact",
"projects.dialog.project_name": "Project Name",
"projects.dialog.deadline": "Deadline",
@@ -2065,7 +2065,7 @@
"projects.alert.delete_message": "The deleted project has been deleted successfully.",
"projects.alert.once_delete_this_project": "Once you delete this project, you won't be able to restore it later. Are you sure you want to delete this project?",
"projects.alert.status_message": "The project has been edited successfully.",
"projects.alert.are_you_sure_you_want":"Are you sure you want to edit this project?",
"projects.alert.are_you_sure_you_want": "Are you sure you want to edit this project?",
"projects.empty_status.title": "",
"projects.empty_status.description": "",
"projects.empty_status.action": "New Project",
@@ -2185,10 +2185,20 @@
"sales.column.total": "Total",
"sales.column.status": "Status",
"sales.action.delete": "Delete",
"invoice.project_name.label":"Project Name",
"estimate.project_name.label":"Project Name",
"receipt.project_name.label":"Project Name",
"bill.project_name.label":"Project Name",
"payment_receive.project_name.label":"Project Name",
"select_project": "Select Project"
"invoice.project_name.label": "Project Name",
"estimate.project_name.label": "Project Name",
"receipt.project_name.label": "Project Name",
"bill.project_name.label": "Project Name",
"payment_receive.project_name.label": "Project Name",
"select_project": "Select Project",
"projects_multi_select.label":"Projects",
"projects_multi_select.placeholder": "Filter by projects…",
"project_profitability_summary": "Project Profitability Summary",
"project_profitability_summary.filter_projects.all_projects": "All Projects",
"project_profitability_summary.filter_projects.all_projects.hint": "All project, include that onces have zero-balance.",
"project_profitability_summary.filter_projects.without_zero_balance": "Projects without zero balance",
"project_profitability_summary.filter_projects.without_zero_balance.hint": "Include projects that onces have transactions on the given date period only.",
"project_profitability_summary.filter_projects.with_transactions": "Projects with transactions",
"project_profitability_summary.filter_projects.with_transactions.hint": "Include projects that onces have transactions on the given date period only.",
"project_profitability_summary.filter_options.label": "Filter projects"
}

View File

@@ -435,6 +435,18 @@ export const getDashboardRoutes = () => [
sidebarExpand: false,
subscriptionActive: [SUBSCRIPTION_TYPE.MAIN],
},
{
path: `/financial-reports/project-profitability-summary`,
component: lazy(
() =>
import('@/containers/FinancialStatements/ProjectProfitabilitySummary/ProjectProfitabilitySummary'),
),
breadcrumb: intl.get('project_profitability_summary'),
pageTitle: intl.get('project_profitability_summary'),
backLink: true,
sidebarExpand: false,
subscriptionActive: [SUBSCRIPTION_TYPE.MAIN],
},
{
path: '/financial-reports',
component: lazy(

View File

@@ -534,6 +534,12 @@ export default {
],
viewBox: '0 0 24 24',
},
'case-16': {
path: [
'M8 6V4q0-.825.588-1.413Q9.175 2 10 2h4q.825 0 1.413.587Q16 3.175 16 4v2h4q.825 0 1.413.588Q22 7.175 22 8v11q0 .825-.587 1.413Q20.825 21 20 21H4q-.825 0-1.412-.587Q2 19.825 2 19V8q0-.825.588-1.412Q3.175 6 4 6Zm2 0h4V4h-4Zm10 9h-5v2H9v-2H4v4h16Zm-9 0h2v-2h-2Zm-7-2h5v-2h6v2h5V8H4Zm8 1Z',
],
viewBox: '0 0 24 24',
},
'more-13': {
path: [
'M1.5 3a1.5 1.5 0 1 1 0-3 1.5 1.5 0 0 1 0 3zm0 10a1.5 1.5 0 1 1 0-3 1.5 1.5 0 0 1 0 3zm0-5a1.5 1.5 0 1 1 0-3 1.5 1.5 0 0 1 0 3z',

View File

@@ -230,3 +230,16 @@ export function toggleUnrealizedGainOrLossFilterDrawer(toggle) {
},
};
}
/**
* Toggle display of the project Profitability summary filter drawer.
* @param {boolean} toggle
*/
export function toggleProjectProfitabilitySummaryFilterDrawer(toggle) {
return {
type: `${t.PROJECT_PROFITABILITY_SUMMARY}/${t.DISPLAY_FILTER_DRAWER_TOGGLE}`,
payload: {
toggle,
},
};
}

View File

@@ -57,6 +57,9 @@ const initialState = {
unrealizedGainOrLoss: {
displayFilterDrawer: false,
},
projectProfitabilitySummary: {
dispalyFilterDrawer: false,
},
};
/**
@@ -108,7 +111,16 @@ export default createReducer(initialState, {
t.INVENTORY_ITEM_DETAILS,
'inventoryItemDetails',
),
...financialStatementFilterToggle(t.REALIZED_GAIN_OR_LOSS, 'realizedGainOrLoss'),
...financialStatementFilterToggle(t.UNREALIZED_GAIN_OR_LOSS, 'unrealizedGainOrLoss'),
...financialStatementFilterToggle(
t.REALIZED_GAIN_OR_LOSS,
'realizedGainOrLoss',
),
...financialStatementFilterToggle(
t.UNREALIZED_GAIN_OR_LOSS,
'unrealizedGainOrLoss',
),
...financialStatementFilterToggle(
t.PROJECT_PROFITABILITY_SUMMARY,
'projectProfitabilitySummary',
),
});

View File

@@ -81,6 +81,10 @@ export const unrealizedGainOrLossFilterDrawerSelector = (state) => {
return filterDrawerByTypeSelector('unrealizedGainOrLoss')(state);
};
export const projectProfitabilitySummaryFilterDrawerSelector = (state) => {
return filterDrawerByTypeSelector('projectProfitabilitySummary')(state);
};
/**
* Retrieve balance sheet filter drawer.
*/
@@ -266,3 +270,10 @@ export const getUnrealizedGainOrLossFilterDrawer = createSelector(
return isOpen;
},
);
export const getProjectProfitabilitySummaryFilterDrawer = createSelector(
projectProfitabilitySummaryFilterDrawerSelector,
(isOpen) => {
return isOpen;
},
);

View File

@@ -16,6 +16,7 @@ export default {
VENDORS_TRANSACTIONS: 'VENDORS TRANSACTIONS',
CASH_FLOW_STATEMENT: 'CASH FLOW STATEMENT',
INVENTORY_ITEM_DETAILS: 'INVENTORY ITEM DETAILS',
PROJECT_PROFITABILITY_SUMMARY: 'PROJECT PROFITABILITY SUMMARY',
REALIZED_GAIN_OR_LOSS: 'REALIZED GAIN OR LOSS',
UNREALIZED_GAIN_OR_LOSS: 'UNREALIZED GAIN OR LOSS',
};