feat(BalanceSheet|ProfitLoss): comparions feature.

This commit is contained in:
a.bouhuolia
2022-01-29 20:46:41 +02:00
parent 735803f1a5
commit 77d826e6d4
17 changed files with 795 additions and 283 deletions

View File

@@ -1,6 +1,5 @@
import React, { useEffect, useState } from 'react';
import moment from 'moment';
import 'style/pages/FinancialStatements/BalanceSheet.scss';
import { BalanceSheetAlerts, BalanceSheetLoadingBar } from './components';
import { FinancialStatement } from 'components';

View File

@@ -1,14 +1,13 @@
import React, { useMemo, useCallback } from 'react';
import React from 'react';
import styled from 'styled-components';
import intl from 'react-intl-universal';
import classNames from 'classnames';
import FinancialSheet from 'components/FinancialSheet';
import DataTable from 'components/DataTable';
import { CellTextSpan } from 'components/Datatable/Cells';
import { useBalanceSheetContext } from './BalanceSheetProvider';
import { defaultExpanderReducer, getColumnWidth } from 'utils';
import { defaultExpanderReducer, tableRowTypesToClassnames } from 'utils';
import { TableStyle } from 'common';
import { useBalanceSheetColumns } from './components';
/**
@@ -20,54 +19,17 @@ export default function BalanceSheetTable({
}) {
// Balance sheet context.
const {
balanceSheet: { tableRows, columns, query },
isLoading,
balanceSheet: { table, query },
} = useBalanceSheetContext();
// Retrieve the database columns.
const tableColumns = useBalanceSheetColumns();
// const tableColumns = useMemo(
// () => [
// {
// Header: intl.get('account_name'),
// accessor: (row) => (row.code ? `${row.name} - ${row.code}` : row.name),
// className: 'account_name',
// textOverview: true,
// width: 240,
// },
// ...(query.display_columns_type === 'total'
// ? [
// {
// Header: intl.get('total'),
// accessor: 'total.formatted_amount',
// Cell: CellTextSpan,
// className: 'total',
// width: 140,
// },
// ]
// : []),
// ...(query.display_columns_type === 'date_periods'
// ? columns.map((column, index) => ({
// id: `date_period_${index}`,
// Header: column,
// Cell: CellTextSpan,
// accessor: `total_periods[${index}].formatted_amount`,
// className: classNames('total-period', `total-periods-${index}`),
// width: getColumnWidth(
// tableRows,
// `total_periods.${index}.formatted_amount`,
// { minWidth: 100 },
// ),
// }))
// : []),
// ],
// [query, columns, tableRows],
// );
// Calculates the default expanded rows of balance sheet table.
// const expandedRows = useMemo(() => {
// return defaultExpanderReducer(tableRows, 4);
// }, [tableRows]);
// Retrieve default expanded rows of balance sheet.
const expandedRows = React.useMemo(
() => defaultExpanderReducer(table?.rows || [], 3),
[table],
);
return (
<FinancialSheet
@@ -79,17 +41,44 @@ export default function BalanceSheetTable({
// basis={query.basis}
// loading={isLoading}
>
<DataTable
className="bigcapital-datatable--financial-report"
<BalanceSheetDataTable
columns={tableColumns}
data={[]}
// rowClassNames={rowClassNames}
data={table?.rows || []}
rowClassNames={tableRowTypesToClassnames}
noInitialFetch={true}
expandable={true}
// expanded={expandedRows}
expanded={expandedRows}
expandToggleColumn={1}
expandColumnSpace={0.8}
styleName={TableStyle.Constrant}
/>
</FinancialSheet>
);
}
const BalanceSheetDataTable = styled(DataTable)`
.table {
.tbody .tr {
.td {
border-bottom: 0;
padding-top: 0.36rem;
padding-bottom: 0.36rem;
}
&.is-expanded {
.td:not(.name) .cell-inner {
opacity: 0;
}
}
&.row_type--TOTAL {
.td {
font-weight: 500;
border-top: 1px solid #bbb;
}
}
&:last-of-type .td{
border-bottom: 1px solid #bbb;
}
}
}
`;

View File

@@ -18,15 +18,14 @@ export function BalanceSheetAlerts() {
refetchBalanceSheet();
};
// Can't display any error if the report is loading.
if (isLoading) {
return null;
}
if (isLoading) return null;
return (
<If condition={balanceSheet.meta.is_cost_compute_running}>
<div class="alert-compute-running">
<Icon icon="info-block" iconSize={12} />{' '}
<T id={'just_a_moment_we_re_calculating_your_cost_transactions'} />
<Button onClick={handleRecalcReport} minimal={true} small={true}>
<T id={'report.compute_running.refresh'} />
</Button>
@@ -52,12 +51,13 @@ export function BalanceSheetLoadingBar() {
* Retrieve balance sheet columns.
*/
export const useBalanceSheetColumns = () => {
// Balance sheet context.
const {
balanceSheet: { columns, tableRows },
balanceSheet: { table },
} = useBalanceSheetContext();
return React.useMemo(
() => dynamicColumns(columns, tableRows),
[columns, tableRows],
() => dynamicColumns(table?.columns || [], table?.rows || []),
[table],
);
};

View File

@@ -1,10 +1,19 @@
import * as Yup from 'yup';
import * as R from 'ramda';
import { isEmpty } from 'lodash';
import intl from 'react-intl-universal';
import moment from 'moment';
import { CellTextSpan } from 'components/Datatable/Cells';
import { getColumnWidth } from 'utils';
const getTableCellValueAccessor = (index) => `cells[${index}].value`;
const Align = { Left: 'left', Right: 'right', Center: 'center' };
/**
*
* @returns
*/
export const getBalanceSheetHeaderDefaultValues = () => {
return {
basic: 'cash',
@@ -15,6 +24,10 @@ export const getBalanceSheetHeaderDefaultValues = () => {
};
};
/**
*
* @returns
*/
export const getBalanceSheetHeaderValidationSchema = () =>
Yup.object().shape({
dateRange: Yup.string().optional(),
@@ -30,80 +43,303 @@ export const getBalanceSheetHeaderValidationSchema = () =>
/**
* Account name column mapper.
*/
const accountNameMapper = (data, index, column) => {
const accountNameMapper = R.curry((data, column) => {
const accessor = getTableCellValueAccessor(column.cell_index);
return {
id: column.key,
key: column.key,
Header: column.label,
accessor: `cells[${index}].value`,
accessor,
className: column.key,
textOverview: true,
Cell: CellTextSpan,
width: getColumnWidth(data, `cells[${index}].value`, {
magicSpacing: 10,
minWidth: 240,
}),
width: getColumnWidth(data, accessor, { magicSpacing: 10, minWidth: 240 }),
};
});
/**
* Assoc columns to total column.
*/
const assocColumnsToTotalColumn = R.curry((data, column, columnAccessor) => {
const columns = totalColumnsComposer(data, column);
return R.assoc('columns', columns, columnAccessor);
});
/**
* Detarmines whether the given column has children columns.
* @returns {boolean}
*/
const isColumnHasColumns = (column) => !isEmpty(column.children);
/**
*
* @param {*} data
* @param {*} column
* @returns
*/
const dateRangeSoloColumnAttrs = (data, column) => {
const accessor = getTableCellValueAccessor(column.cell_index);
return {
accessor,
width: getColumnWidth(data, accessor, { magicSpacing: 10, minWidth: 100 }),
};
};
/**
* Date range columns mapper.
*/
const dateRangeMapper = (data, index, column) => ({
id: column.key,
Header: column.label,
key: column.key,
accessor: `cells[${index}].value`,
width: getColumnWidth(data, `cells.${index}.value`, {
magicSpacing: 10,
minWidth: 100,
}),
className: `date-period ${column.key}`,
disableSortBy: true,
textOverview: true,
const dateRangeMapper = R.curry((data, column) => {
const isDateColumnHasColumns = isColumnHasColumns(column);
const columnAccessor = {
Header: column.label,
key: column.key,
disableSortBy: true,
textOverview: true,
align: Align.Center,
};
return R.compose(
R.when(
R.always(isDateColumnHasColumns),
assocColumnsToTotalColumn(data, column),
),
R.when(
R.always(!isDateColumnHasColumns),
R.mergeLeft(dateRangeSoloColumnAttrs(data, column)),
),
)(columnAccessor);
});
/**
* Total column mapper.
*/
const totalMapper = (data, index, column) => {
return {
id: column.key,
const totalMapper = R.curry((data, column) => {
const hasChildren = !isEmpty(column.children);
const accessor = getTableCellValueAccessor(column.cell_index);
const columnAccessor = {
key: column.key,
Header: column.label,
accessor: `cells[${index}].value`,
className: 'total',
accessor,
textOverview: true,
Cell: CellTextSpan,
width: getColumnWidth(data, `cells[${index}].value`, {
magicSpacing: 10,
minWidth: 200,
}),
width: getColumnWidth(data, accessor, { magicSpacing: 10, minWidth: 200 }),
disableSortBy: true,
align: hasChildren ? 'center' : 'right',
};
};
return R.compose(
R.when(R.always(hasChildren), assocColumnsToTotalColumn(data, column)),
)(columnAccessor);
});
/**
* `Percentage of column` column accessor.
*/
const percentageOfColumnAccessor = R.curry((data, column) => {
const accessor = getTableCellValueAccessor(column.cell_index);
return {
Header: column.label,
key: column.key,
accessor,
width: getColumnWidth(data, accessor, { magicSpacing: 10, minWidth: 100 }),
align: Align.Right,
disableSortBy: true,
textOverview: true,
};
});
/**
* `Percentage of row` column accessor.
*/
const percentageOfRowAccessor = R.curry((data, column) => {
const accessor = getTableCellValueAccessor(column.cell_index);
return {
Header: column.label,
key: column.key,
accessor,
width: getColumnWidth(data, accessor, { magicSpacing: 10, minWidth: 100 }),
align: Align.Right,
disableSortBy: true,
textOverview: true,
};
});
/**
* Previous year column accessor.
*/
const previousYearAccessor = R.curry((data, column) => {
const accessor = getTableCellValueAccessor(column.cell_index);
return {
Header: column.label,
key: column.key,
accessor,
width: getColumnWidth(data, accessor, { magicSpacing: 10, minWidth: 100 }),
align: Align.Right,
disableSortBy: true,
textOverview: true,
};
});
/**
* Pervious year change column accessor.
*/
const previousYearChangeAccessor = R.curry((data, column) => {
const accessor = getTableCellValueAccessor(column.cell_index);
return {
Header: column.label,
key: column.key,
accessor,
width: getColumnWidth(data, accessor, { magicSpacing: 10, minWidth: 100 }),
align: Align.Right,
disableSortBy: true,
textOverview: true,
};
});
/**
* Previous year percentage column accessor.
*/
const previousYearPercentageAccessor = R.curry((data, column) => {
const accessor = getTableCellValueAccessor(column.cell_index);
return {
Header: column.label,
key: column.key,
accessor,
width: getColumnWidth(data, accessor, { magicSpacing: 10, minWidth: 100 }),
align: Align.Right,
disableSortBy: true,
textOverview: true,
};
});
/**
* Previous period column accessor.
*/
const previousPeriodAccessor = R.curry((data, column) => {
const accessor = getTableCellValueAccessor(column.cell_index);
return {
Header: column.label,
key: column.key,
accessor,
width: getColumnWidth(data, accessor, { magicSpacing: 10, minWidth: 100 }),
align: Align.Right,
disableSortBy: true,
textOverview: true,
};
});
/**
* Previous period change column accessor.
*/
const previousPeriodChangeAccessor = R.curry((data, column) => {
const accessor = getTableCellValueAccessor(column.cell_index);
return {
Header: column.label,
key: column.key,
accessor,
width: getColumnWidth(data, accessor, { magicSpacing: 10, minWidth: 100 }),
align: Align.Right,
disableSortBy: true,
textOverview: true,
};
});
/**
* Previous period percentage column accessor.
*/
const previousPeriodPercentageAccessor = R.curry((data, column) => {
const accessor = getTableCellValueAccessor(column.cell_index);
return {
Header: column.label,
key: column.key,
accessor,
width: getColumnWidth(data, accessor, { magicSpacing: 10, minWidth: 100 }),
align: Align.Right,
disableSortBy: true,
textOverview: true,
};
});
/**
*
* @param {*} column
* @param {*} index
* @returns
*/
const totalColumnsMapper = R.curry((data, column) => {
return R.compose(
R.when(R.pathEq(['key'], 'total'), totalMapper(data)),
// Percetage of column/row.
R.when(
R.pathEq(['key'], 'percentage_of_column'),
percentageOfColumnAccessor(data),
),
R.when(
R.pathEq(['key'], 'percentage_of_row'),
percentageOfRowAccessor(data),
),
// Previous year.
R.when(R.pathEq(['key'], 'previous_year'), previousYearAccessor(data)),
R.when(
R.pathEq(['key'], 'previous_year_change'),
previousYearChangeAccessor(data),
),
R.when(
R.pathEq(['key'], 'previous_year_percentage'),
previousYearPercentageAccessor(data),
),
// Pervious period.
R.when(R.pathEq(['key'], 'previous_period'), previousPeriodAccessor(data)),
R.when(
R.pathEq(['key'], 'previous_period_change'),
previousPeriodChangeAccessor(data),
),
R.when(
R.pathEq(['key'], 'previous_period_percentage'),
previousPeriodPercentageAccessor(data),
),
)(column);
});
/**
* Total sub-columns composer.
*/
const totalColumnsComposer = R.curry((data, column) => {
return R.map(totalColumnsMapper(data), column.children);
});
/**
* Detarmines the given string starts with `date-range` string.
*/
const isMatchesDateRange = (r) => R.match(/^date-range/g, r).length > 0;
/**
* Dynamic column mapper.
*/
const dynamicColumnMapper = R.curry((data, column) => {
const indexTotalMapper = totalMapper(data);
const indexAccountNameMapper = accountNameMapper(data);
const indexDatePeriodMapper = dateRangeMapper(data);
return R.compose(
R.when(R.pathSatisfies(isMatchesDateRange, ['key']), indexDatePeriodMapper),
R.when(R.pathEq(['key'], 'name'), indexAccountNameMapper),
R.when(R.pathEq(['key'], 'total'), indexTotalMapper),
)(column);
});
/**
* Cash flow dynamic columns.
*/
export const dynamicColumns = (columns, data) => {
const mapper = (column, index) => {
return R.compose(
R.when(
R.pathSatisfies(isMatchesDateRange, ['key']),
R.curry(dateRangeMapper)(data, index),
),
R.when(
R.pathEq(['key'], 'name'),
R.curry(accountNameMapper)(data, index),
),
R.when(R.pathEq(['key'], 'total'), R.curry(totalMapper)(data, index)),
)(column);
};
return columns.map(mapper);
return R.map(dynamicColumnMapper(data), columns);
};