WIP Version 0.0.1

client/src/containers/FinancialStatements/BalanceSheet/BalanceSheet.js

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+import React, {useEffect, useMemo, useCallback, useState} from 'react';
+import DashboardConnect from 'connectors/Dashboard.connector';
+import {compose} from 'utils';
+import useAsync from 'hooks/async';
+import BalanceSheetConnect from 'connectors/BalanceSheet.connect';
+import {useIntl} from 'react-intl';
+import BalanceSheetHeader from './BalanceSheetHeader';
+import BalanceSheetTable from './BalanceSheetTable';
+import moment from 'moment';
+import DashboardPageContent from 'components/Dashboard/DashboardPageContent';
+import DashboardInsider from 'components/Dashboard/DashboardInsider';
+import BalanceSheetActionsBar from './BalanceSheetActionsBar';
+import SettingsConnect from 'connectors/Settings.connect';
+
+function BalanceSheet({
+  fetchBalanceSheet,
+  changePageTitle,
+  balanceSheetLoading, 
+  getBalanceSheetIndex,
+  getBalanceSheet,
+  organizationSettings
+}) {
+  const intl = useIntl();
+  const [filter, setFilter] = useState({
+    from_date: moment().startOf('year').format('YYYY-MM-DD'),
+    to_date: moment().endOf('year').format('YYYY-MM-DD'),
+    basis: 'cash',
+    display_columns_type: 'total',
+    display_columns_by: '',
+    none_zero: false,
+  });
+ 
+  const fetchHook = useAsync(async (query = filter) => { 
+    await Promise.all([
+      fetchBalanceSheet({ ...query }),
+    ]);
+  }, false);
+
+  // Handle fetch the data of balance sheet.
+  const handleFetchData = useCallback(() => { fetchHook.execute(); }, [fetchHook]);
+
+  useEffect(() => {
+    changePageTitle('Balance Sheet');
+  }, []);
+
+  // Retrieve balance sheet index by the given filter query.
+  const balanceSheetIndex = useMemo(() => 
+    getBalanceSheetIndex(filter),
+    [filter, getBalanceSheetIndex]);
+
+  // Handle re-fetch balance sheet after filter change.
+  const handleFilterSubmit = useCallback((filter) => {
+    const _filter = {
+      ...filter,
+      from_date: moment(filter.from_date).format('YYYY-MM-DD'),
+      to_date: moment(filter.to_date).format('YYYY-MM-DD'),
+    };
+    setFilter({ ..._filter });
+    fetchHook.execute(_filter);
+  }, [setFilter, fetchHook]);
+
+  return (
+    <DashboardInsider>
+      <BalanceSheetActionsBar />
+
+      <DashboardPageContent>
+        <div class="financial-statement">
+          <BalanceSheetHeader
+            pageFilter={filter}
+            onSubmitFilter={handleFilterSubmit} />
+
+          <div class="financial-statement__body">
+            <BalanceSheetTable
+              companyName={organizationSettings.name}
+              loading={balanceSheetLoading}
+              balanceSheetIndex={balanceSheetIndex}
+              onFetchData={handleFetchData} />
+          </div>
+        </div>
+      </DashboardPageContent>
+    </DashboardInsider>
+  );
+}
+
+export default compose(
+  DashboardConnect,
+  BalanceSheetConnect,
+  SettingsConnect,
+)(BalanceSheet);

client/src/containers/FinancialStatements/BalanceSheet/BalanceSheetActionsBar.js

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+import React from 'react';
+import {
+  NavbarGroup,
+  Button,
+  Classes,
+  NavbarHeading,
+  NavbarDivider,
+  Intent,
+  Popover,
+  PopoverInteractionKind,
+  Position,
+} from '@blueprintjs/core';
+import Icon from 'components/Icon';
+import DashboardActionsBar from 'components/Dashboard/DashboardActionsBar'
+import classNames from 'classnames';
+import FilterDropdown from 'components/FilterDropdown';
+
+
+export default function JournalActionsBar({
+
+}) {
+  const filterDropdown = FilterDropdown({
+    fields: [],
+    onFilterChange: (filterConditions) => {
+          
+    },
+  });
+
+  return (
+    <DashboardActionsBar>
+      <NavbarGroup>
+        <Button
+          className={classNames(Classes.MINIMAL, 'button--table-views')}
+          icon={<Icon icon='cog' />}
+          text='Customize Report'
+        />
+        <NavbarDivider />
+
+        <Popover
+          content={filterDropdown}
+          interactionKind={PopoverInteractionKind.CLICK}
+          position={Position.BOTTOM_LEFT}>
+
+          <Button
+            className={classNames(Classes.MINIMAL, 'button--filter')}
+            text="Filter"
+            icon={ <Icon icon="filter" /> } />
+        </Popover>
+
+        <Button
+          className={Classes.MINIMAL}
+          icon={<Icon icon='file-export' />}
+          text='Print'
+        />
+        <Button
+          className={Classes.MINIMAL}
+          icon={<Icon icon='file-export' />}
+          text='Export'
+        />
+      </NavbarGroup>
+    </DashboardActionsBar>
+  )
+}

client/src/containers/FinancialStatements/BalanceSheet/BalanceSheetHeader.js

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+import React, {useMemo, useCallback} from 'react';
+import FinancialStatementHeader from 'containers/FinancialStatements/FinancialStatementHeader';
+import {Row, Col} from 'react-grid-system';
+import { 
+  Button,
+  FormGroup,
+  MenuItem,
+} from "@blueprintjs/core";
+import SelectList from 'components/SelectList';
+import {useIntl} from 'react-intl';
+import moment from 'moment';
+import Icon from 'components/Icon';
+import { useFormik } from 'formik';
+import * as Yup from 'yup';
+import FinancialStatementDateRange from 'containers/FinancialStatements/FinancialStatementDateRange';
+import SelectDisplayColumnsBy from '../SelectDisplayColumnsBy';
+import RadiosAccountingBasis from '../RadiosAccountingBasis';
+
+export default function BalanceSheetHeader({
+  onSubmitFilter,
+  pageFilter,
+}) {
+  const intl = useIntl();
+
+  const formik = useFormik({
+    enableReinitialize: true,
+    initialValues: {
+      ...pageFilter,
+      basis: 'cash',
+      from_date: moment(pageFilter.from_date).toDate(),
+      to_date: moment(pageFilter.to_date).toDate(),
+    },
+    validationSchema: Yup.object().shape({
+      from_date: Yup.date().required(),
+      to_date: Yup.date().min(Yup.ref('from_date')).required(),
+    }),
+    onSubmit: (values, actions) => {
+      onSubmitFilter(values);
+      actions.setSubmitting(false);
+    },
+  });
+
+  // Handle item select of `display columns by` field.
+  const onItemSelectDisplayColumns = useCallback((item) => {
+    formik.setFieldValue('display_columns_type', item.type);
+    formik.setFieldValue('display_columns_by', item.by);
+  }, []);
+
+  // Handle submit filter submit button.
+  const handleSubmitClick = useCallback(() => {
+    formik.submitForm();
+  }, [formik]);  
+
+  const filterAccountsOptions = useMemo(() => [
+    {key: '', name: 'Accounts with Zero Balance'},
+    {key: 'all-trans', name: 'All Transactions' },
+  ], []);
+
+  const filterAccountRenderer = useCallback((item, { handleClick, modifiers, query }) => {
+    return (<MenuItem text={item.name} key={item.id} onClick={handleClick} />);
+  }, []);
+
+  const infoIcon = useMemo(() => 
+    (<Icon icon="info-circle" iconSize={12} />), []);
+
+  const handleAccountingBasisChange = useCallback((value) => {
+    formik.setFieldValue('basis', value);
+  }, [formik]);
+
+  return (
+    <FinancialStatementHeader>
+      <FinancialStatementDateRange formik={formik} />
+
+      <Row>
+        <Col sm={3}>
+          <SelectDisplayColumnsBy
+            onItemSelect={onItemSelectDisplayColumns} />
+        </Col>
+
+        <Col sm={3}>
+          <FormGroup
+            label={'Filter Accounts'}
+            className="form-group--select-list bp3-fill"
+            inline={false}>
+
+            <SelectList
+              items={filterAccountsOptions}
+              itemRenderer={filterAccountRenderer}
+              onItemSelect={onItemSelectDisplayColumns}
+              popoverProps={{ minimal: true }}
+              filterable={false} />
+          </FormGroup>
+        </Col>
+
+        <Col sm={3}>
+          <RadiosAccountingBasis
+            selectedValue={formik.values.basis} 
+            onChange={handleAccountingBasisChange} />          
+        </Col>
+
+        <Col sm={3}>
+          <Button
+            type="submit"
+            onClick={handleSubmitClick}
+            disabled={formik.isSubmitting}
+            className={'button--submit-filter mt2'}>
+            { 'Calculate Report' }
+          </Button>
+        </Col>
+      </Row>
+    </FinancialStatementHeader>
+  )
+}

client/src/containers/FinancialStatements/BalanceSheet/BalanceSheetTable.js

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+import React, {useMemo, useState, useCallback, useEffect} from 'react';
+import moment from 'moment';
+import Money from 'components/Money';
+import FinancialSheet from 'components/FinancialSheet';
+import DataTable from 'components/DataTable';
+import BalanceSheetConnect from 'connectors/BalanceSheet.connect';
+import BalanceSheetTableConnect from 'connectors/BalanceSheetTable.connect';
+import {
+  compose,
+  defaultExpanderReducer,
+} from 'utils';
+import SettingsConnect from 'connectors/Settings.connect';
+
+function BalanceSheetTable({
+  organizationSettings,
+  balanceSheetAccounts,
+  balanceSheetColumns,
+  balanceSheetQuery,
+  onFetchData,
+  asDate,
+  loading,
+}) {
+  const columns = useMemo(() => [
+    {
+      // Build our expander column
+      id: 'expander', // Make sure it has an ID
+      className: 'expander',
+      Header: ({
+        getToggleAllRowsExpandedProps,
+        isAllRowsExpanded
+      }) => (
+        <span {...getToggleAllRowsExpandedProps()} className="toggle">
+          {isAllRowsExpanded ?
+            (<span class="arrow-down" />) :
+            (<span class="arrow-right" />)
+          }
+        </span>
+      ),
+      Cell: ({ row }) =>
+        // Use the row.canExpand and row.getToggleRowExpandedProps prop getter
+        // to build the toggle for expanding a row
+        row.canExpand ? (
+          <span
+            {...row.getToggleRowExpandedProps({
+              style: {
+                // We can even use the row.depth property
+                // and paddingLeft to indicate the depth
+                // of the row
+                paddingLeft: `${row.depth * 2}rem`,
+              },
+              className: 'toggle',
+            })}
+          >
+            {row.isExpanded ?
+              (<span class="arrow-down" />) :
+              (<span class="arrow-right" />)
+            }
+          </span>
+        ) : null,
+      width: 20,
+      disableResizing: true,
+    },
+    {
+      Header: 'Account Name',
+      accessor: 'name',
+      className: "account_name",
+    },
+    {
+      Header: 'Code', 
+      accessor: 'code',
+      className: "code",
+    },
+    ...(balanceSheetQuery.display_columns_type === 'total') ? [
+      {
+        Header: 'Total',
+        accessor: 'balance.formatted_amount',
+        Cell: ({ cell }) => {
+          const row = cell.row.original;
+          if (row.total) {
+            return (<Money amount={row.total.formatted_amount} currency={'USD'} />);
+          }
+          return '';          
+        },
+        className: "credit",
+      }
+    ] : [],
+    ...(balanceSheetQuery.display_columns_type === 'date_periods') ? 
+      (balanceSheetColumns.map((column, index) => ({
+        id: `date_period_${index}`,
+        Header: column,
+        accessor: (row) => {
+          if (row.total_periods && row.total_periods[index]) {
+            const amount = row.total_periods[index].formatted_amount;
+            return (<Money amount={amount} currency={'USD'} />);
+          }
+          return '';
+        },
+        width: 100,
+      })))
+    : [],
+  ], [balanceSheetQuery, balanceSheetColumns]);
+  
+  const handleFetchData = useCallback(() => {
+    onFetchData && onFetchData();
+  }, [onFetchData]);
+
+  // Calculates the default expanded rows of balance sheet table.
+  const expandedRows = useMemo(() => 
+    defaultExpanderReducer(balanceSheetAccounts, 1),
+    [balanceSheetAccounts]);
+
+  return (
+    <FinancialSheet
+      companyName={organizationSettings.name}
+      sheetType={'Balance Sheet'}
+      fromDate={balanceSheetQuery.from_date}
+      toDate={balanceSheetQuery.to_date}
+      basis={balanceSheetQuery.basis}
+      loading={loading}>
+      
+      <DataTable
+        className="bigcapital-datatable--financial-report"
+        columns={columns}
+        data={balanceSheetAccounts}
+        onFetchData={handleFetchData}
+        expanded={expandedRows}
+        expandSubRows={true}
+        noInitialFetch={true} />
+    </FinancialSheet>
+  );
+}
+
+export default compose(
+  BalanceSheetConnect,
+  BalanceSheetTableConnect,
+  SettingsConnect,
+)(BalanceSheetTable);