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https://github.com/bigcapitalhq/bigcapital.git
synced 2026-02-21 15:20:34 +00:00
feat: Add transactions by given reference report.
This commit is contained in:
@@ -17,6 +17,7 @@ import TransactionsByCustomers from './FinancialStatements/TransactionsByCustome
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import TransactionsByVendors from './FinancialStatements/TransactionsByVendors';
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import TransactionsByVendors from './FinancialStatements/TransactionsByVendors';
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import CashFlowStatementController from './FinancialStatements/CashFlow/CashFlow';
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import CashFlowStatementController from './FinancialStatements/CashFlow/CashFlow';
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import InventoryDetailsController from './FinancialStatements/InventoryDetails';
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import InventoryDetailsController from './FinancialStatements/InventoryDetails';
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import TransactionsByReferenceController from './FinancialStatements/TransactionsByReference';
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@Service()
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@Service()
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export default class FinancialStatementsService {
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export default class FinancialStatementsService {
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@@ -87,6 +88,10 @@ export default class FinancialStatementsService {
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'/inventory-item-details',
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'/inventory-item-details',
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Container.get(InventoryDetailsController).router(),
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Container.get(InventoryDetailsController).router(),
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);
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);
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router.use(
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'/transactions-by-reference',
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Container.get(TransactionsByReferenceController).router(),
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)
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return router;
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return router;
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}
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}
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}
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}
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@@ -0,0 +1,87 @@
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import { Inject, Service } from 'typedi';
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import { Router, Request, Response, NextFunction } from 'express';
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import { query, ValidationChain } from 'express-validator';
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import BaseController from 'api/controllers/BaseController';
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import TransactionsByReferenceService from 'services/FinancialStatements/TransactionsByReference';
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@Service()
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export default class TransactionsByReferenceController extends BaseController {
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@Inject()
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private transactionsByReferenceService: TransactionsByReferenceService;
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/**
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* Router constructor.
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*/
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router() {
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const router = Router();
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router.get(
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'/',
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this.validationSchema,
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this.validationResult,
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this.asyncMiddleware(this.transactionsByReference.bind(this))
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);
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return router;
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}
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/**
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* Validation schema.
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*/
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get validationSchema(): ValidationChain[] {
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return [
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query('reference_id').exists().isInt(),
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query('reference_type').exists().isString(),
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query('number_format.precision')
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.optional()
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.isInt({ min: 0, max: 5 })
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.toInt(),
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query('number_format.divide_on_1000').optional().isBoolean().toBoolean(),
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query('number_format.negative_format')
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.optional()
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.isIn(['parentheses', 'mines'])
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.trim()
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.escape(),
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];
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}
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/**
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* Retrieve transactions by the given reference type and id.
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* @param {Request} req - Request object.
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* @param {Response} res - Response.
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* @param {NextFunction} next
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* @returns
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*/
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public async transactionsByReference(
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req: Request,
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res: Response,
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next: NextFunction
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) {
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const { tenantId } = req;
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const filter = this.matchedQueryData(req);
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try {
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const transactions =
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await this.transactionsByReferenceService.getTransactionsByReference(
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tenantId,
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filter
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);
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const accept = this.accepts(req);
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const acceptType = accept.types(['json']);
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switch (acceptType) {
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case 'json':
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default:
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return res
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.status(200)
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.send(this.transformToJsonResponse(transactions));
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}
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} catch (error) {
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next(error);
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}
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}
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private transformToJsonResponse(transactions) {
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return transactions;
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}
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}
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31
server/src/interfaces/TransactionsByReference.ts
Normal file
31
server/src/interfaces/TransactionsByReference.ts
Normal file
@@ -0,0 +1,31 @@
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export interface ITransactionsByReferenceQuery {
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referenceType: string;
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referenceId: string;
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}
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export interface ITransactionsByReferenceAmount {
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amount: number;
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formattedAmount: string;
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currencyCode: string;
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}
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export interface ITransactionsByReferenceTransaction{
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credit: ITransactionsByReferenceAmount;
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debit: ITransactionsByReferenceAmount;
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contactType: string;
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formattedContactType: string;
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contactId: number;
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referenceType: string;
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formattedReferenceType: string;
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referenceId: number;
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accountName: string;
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accountCode: string;
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accountId: number;
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}
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@@ -55,6 +55,7 @@ export * from './CashFlow';
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export * from './InventoryDetails';
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export * from './InventoryDetails';
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export * from './LandedCost';
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export * from './LandedCost';
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export * from './Entry';
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export * from './Entry';
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export * from './TransactionsByReference';
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export interface I18nService {
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export interface I18nService {
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__: (input: string) => string;
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__: (input: string) => string;
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@@ -0,0 +1,79 @@
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import {
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IAccount,
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IAccountTransaction,
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INumberFormatQuery,
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ITransactionsByReferenceQuery,
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ITransactionsByReferenceTransaction,
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} from 'interfaces';
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import FinancialSheet from '../FinancialSheet';
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export default class TransactionsByReference extends FinancialSheet {
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readonly transactions: IAccountTransaction[];
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readonly query: ITransactionsByReferenceQuery;
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readonly baseCurrency: string;
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readonly numberFormat: INumberFormatQuery;
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/**
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* Constructor method.
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* @param {IAccountTransaction[]} transactions
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* @param {ITransactionsByReferenceQuery} query
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* @param {string} baseCurrency
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*/
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constructor(
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transactions: (IAccountTransaction & { account: IAccount }) [],
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query: ITransactionsByReferenceQuery,
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baseCurrency: string
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) {
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super();
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this.transactions = transactions;
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this.query = query;
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this.baseCurrency = baseCurrency;
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this.numberFormat = this.query.numberFormat;
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}
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/**
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* Mappes the given account transaction to report transaction.
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* @param {IAccountTransaction} transaction
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* @returns {ITransactionsByReferenceTransaction}
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*/
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private transactionMapper = (
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transaction: IAccountTransaction
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): ITransactionsByReferenceTransaction => {
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return {
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credit: this.getAmountMeta(transaction.credit, { money: true }),
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debit: this.getAmountMeta(transaction.debit, { money: true }),
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referenceTypeFormatted: transaction.referenceTypeFormatted,
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referenceType: transaction.referenceType,
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referenceId: transaction.referenceId,
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contactId: transaction.contactId,
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contactType: transaction.contactType,
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contactTypeFormatted: transaction.contactType,
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accountName: transaction.account.name,
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accountCode: transaction.account.code,
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accountId: transaction.accountId,
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};
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};
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/**
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* Mappes the given accounts transactions to report transactions.
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* @param {IAccountTransaction} transaction
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* @returns {ITransactionsByReferenceTransaction}
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*/
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private transactionsMapper = (
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transactions: IAccountTransaction[]
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): ITransactionsByReferenceTransaction[] => {
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return transactions.map(this.transactionMapper);
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};
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/**
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* Retrieve the report data.
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* @returns {ITransactionsByReferenceTransaction}
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*/
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public reportData(): ITransactionsByReferenceTransaction[] {
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return this.transactionsMapper(this.transactions);
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}
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}
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@@ -0,0 +1,29 @@
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import HasTenancyService from 'services/Tenancy/TenancyService';
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import { Service, Inject } from 'typedi';
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import { IAccount, IAccountTransaction, ITransactionsByReferenceQuery } from 'interfaces';
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@Service()
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export default class TransactionsByReferenceRepository {
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@Inject()
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tenancy: HasTenancyService;
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/**
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* Retrieve the accounts transactions of the givne reference id and type.
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* @param {number} tenantId -
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* @param {number} referenceId - Reference id.
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* @param {string} referenceType - Reference type.
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* @return {Promise<IAccountTransaction[]>}
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*/
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public getTransactions(
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tenantId: number,
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referenceId: number,
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referenceType: string,
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): Promise<(IAccountTransaction & { account: IAccount }) []> {
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const { AccountTransaction } = this.tenancy.models(tenantId);
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return AccountTransaction.query()
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.where('reference_id', referenceId)
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.where('reference_type', referenceType)
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.withGraphFetched('account');
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}
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}
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@@ -0,0 +1,77 @@
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import { Service, Inject } from 'typedi';
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import HasTenancyService from 'services/Tenancy/TenancyService';
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import {
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ITransactionsByReferenceQuery,
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ITransactionsByReferenceTransaction,
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} from 'interfaces';
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import TransactionsByReferenceRepository from './TransactionsByReferenceRepository';
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import TransactionsByReferenceReport from './TransactionsByReferenceReport';
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@Service()
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export default class TransactionsByReferenceService {
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@Inject()
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tenancy: HasTenancyService;
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@Inject('logger')
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logger: any;
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@Inject()
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reportRepository: TransactionsByReferenceRepository;
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/**
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* Default query of transactions by reference report.
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*/
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get defaultQuery(): ITransactionsByReferenceQuery {
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return {
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numberFormat: {
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precision: 2,
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divideOn1000: false,
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showZero: false,
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formatMoney: 'total',
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negativeFormat: 'mines',
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},
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};
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}
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/**
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* Retrieve accounts transactions by given reference id and type.
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* @param {number} tenantId
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* @param {ITransactionsByReferenceQuery} filter
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*/
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public async getTransactionsByReference(
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tenantId: number,
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query: ITransactionsByReferenceQuery
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): Promise<{
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data: ITransactionsByReferenceTransaction[];
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}> {
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const filter = {
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...this.defaultQuery,
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...query,
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};
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// Retrieve the accounts transactions of the given reference.
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const transactions = await this.reportRepository.getTransactions(
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tenantId,
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filter.referenceId,
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filter.referenceType
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);
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// Settings tenant service.
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const settings = this.tenancy.settings(tenantId);
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const baseCurrency = settings.get({
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group: 'organization',
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key: 'base_currency',
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});
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// Transactions by reference report.
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const report = new TransactionsByReferenceReport(
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transactions,
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filter,
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baseCurrency
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);
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return {
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data: report.reportData(),
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};
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}
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}
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Reference in New Issue
Block a user