feat: balance sheet report.

feat: trial balance sheet.
feat: general ledger report.
feat: journal report.
feat: profit/loss report.
This commit is contained in:
a.bouhuolia
2020-12-30 20:39:17 +02:00
parent de9f6d9521
commit 7ae73ed6cd
62 changed files with 2403 additions and 1850 deletions

View File

@@ -1,126 +1,105 @@
import React, { useCallback, useEffect } from 'react';
import FinancialStatementHeader from 'containers/FinancialStatements/FinancialStatementHeader';
import { Row, Col, Visible } from 'react-grid-system';
import { FormGroup } from '@blueprintjs/core';
import React, { useEffect } from 'react';
import { Tabs, Tab, Button, Intent } from '@blueprintjs/core';
import { FormattedMessage as T, useIntl } from 'react-intl';
import moment from 'moment';
import * as Yup from 'yup';
import { useFormik } from 'formik';
import { FormattedMessage as T, useIntl } from 'react-intl';
import { Formik, Form } from 'formik';
import FinancialStatementDateRange from 'containers/FinancialStatements/FinancialStatementDateRange';
import SelectDisplayColumnsBy from '../SelectDisplayColumnsBy';
import RadiosAccountingBasis from '../RadiosAccountingBasis';
import FinancialAccountsFilter from '../FinancialAccountsFilter';
import FinancialStatementHeader from 'containers/FinancialStatements/FinancialStatementHeader';
import withBalanceSheet from './withBalanceSheetDetail';
import withBalanceSheetActions from './withBalanceSheetActions';
import { compose } from 'utils';
import BalanceSheetHeaderGeneralPanal from './BalanceSheetHeaderGeneralPanal';
function BalanceSheetHeader({
// #ownProps
onSubmitFilter,
pageFilter,
show,
refresh,
// #withBalanceSheet
balanceSheetFilter,
// #withBalanceSheetActions
refreshBalanceSheet,
toggleBalanceSheetFilter,
}) {
const { formatMessage } = useIntl();
const formik = useFormik({
enableReinitialize: true,
initialValues: {
...pageFilter,
basis: 'cash',
from_date: moment(pageFilter.from_date).toDate(),
to_date: moment(pageFilter.to_date).toDate(),
none_zero: false,
},
validationSchema: Yup.object().shape({
from_date: Yup.date()
.required()
.label(formatMessage({ id: 'from_data' })),
to_date: Yup.date()
.min(Yup.ref('from_date'))
.required()
.label(formatMessage({ id: 'to_date' })),
none_zero: Yup.boolean(),
}),
onSubmit: (values, actions) => {
onSubmitFilter(values);
actions.setSubmitting(false);
},
// Filter form initial values.
const initialValues = {
basis: 'cash',
...pageFilter,
fromDate: moment(pageFilter.fromDate).toDate(),
toDate: moment(pageFilter.toDate).toDate(),
};
// Validation schema.
const validationSchema = Yup.object().shape({
dateRange: Yup.string().optional(),
fromDate: Yup.date()
.required()
.label(formatMessage({ id: 'fromDate' })),
toDate: Yup.date()
.min(Yup.ref('fromDate'))
.required()
.label(formatMessage({ id: 'toDate' })),
accountsFilter: Yup.string(),
displayColumnsType: Yup.string(),
});
// 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);
},
[formik],
);
// Handle form submit.
const handleSubmit = (values, actions) => {
onSubmitFilter(values);
toggleBalanceSheetFilter();
actions.setSubmitting(false);
};
const handleAccountingBasisChange = useCallback(
(value) => {
formik.setFieldValue('basis', value);
},
[formik],
);
useEffect(() => {
if (refresh) {
formik.submitForm();
refreshBalanceSheet(false);
}
}, [refresh]);
const handleAccountsFilterSelect = (filterType) => {
const noneZero = filterType.key === 'without-zero-balance' ? true : false;
formik.setFieldValue('none_zero', noneZero);
// Handle cancel button click.
const handleCancelClick = () => {
toggleBalanceSheetFilter();
};
// Handle drawer close action.
const handleDrawerClose = () => {
toggleBalanceSheetFilter();
};
return (
<FinancialStatementHeader show={show}>
<Row>
<FinancialStatementDateRange formik={formik} />
<Visible xl>
<Col width={'100%'} />
</Visible>
<Col width={260} offset={10}>
<SelectDisplayColumnsBy onItemSelect={onItemSelectDisplayColumns} />
</Col>
<Col width={260}>
<FormGroup
label={<T id={'filter_accounts'} />}
className="form-group--select-list bp3-fill"
inline={false}
>
<FinancialAccountsFilter
initialSelectedItem={'all-accounts'}
onItemSelect={handleAccountsFilterSelect}
<FinancialStatementHeader
isOpen={balanceSheetFilter}
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 />}
/>
</FormGroup>
</Col>
</Tabs>
<Col width={260}>
<RadiosAccountingBasis
selectedValue={formik.values.basis}
onChange={handleAccountingBasisChange}
/>
</Col>
</Row>
<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>
</FinancialStatementHeader>
);
}
export default compose(
withBalanceSheet(({ balanceSheetRefresh }) => ({
refresh: balanceSheetRefresh,
withBalanceSheet(({ balanceSheetFilter }) => ({
balanceSheetFilter,
})),
withBalanceSheetActions,
)(BalanceSheetHeader);