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

@@ -1,14 +1,13 @@
import React, { useEffect, useCallback, useState} from 'react';
import React, { useEffect, useCallback, useState } from 'react';
import moment from 'moment';
import GeneralLedgerTable from 'containers/FinancialStatements/GeneralLedger/GeneralLedgerTable';
import { useQuery } from 'react-query';
import { useIntl } from 'react-intl';
import { queryCache } from 'react-query';
import GeneralLedgerTable from 'containers/FinancialStatements/GeneralLedger/GeneralLedgerTable';
import GeneralLedgerHeader from './GeneralLedgerHeader';
import { compose } from 'utils';
import DashboardInsider from 'components/Dashboard/DashboardInsider'
import DashboardInsider from 'components/Dashboard/DashboardInsider';
import DashboardPageContent from 'components/Dashboard/DashboardPageContent';
import GeneralLedgerActionsBar from './GeneralLedgerActionsBar';
@@ -17,73 +16,101 @@ import withDashboardActions from 'containers/Dashboard/withDashboardActions';
import withAccountsActions from 'containers/Accounts/withAccountsActions';
import withSettings from 'containers/Settings/withSettings';
import { compose } from 'utils';
import { transformFilterFormToQuery } from 'containers/FinancialStatements/common';
import withGeneralLedger from './withGeneralLedger';
/**
* General Ledger (GL) sheet.
*/
function GeneralLedger({
// #withDashboardActions
changePageTitle,
setDashboardBackLink,
// #withGeneralLedgerActions
fetchGeneralLedger,
refreshGeneralLedgerSheet,
// #withAccountsActions
requestFetchAccounts,
// #withGeneralLedger
generalLedgerSheetRefresh,
// #withSettings
organizationSettings,
organizationName,
}) {
const { formatMessage } = useIntl()
const { formatMessage } = useIntl();
const [filter, setFilter] = useState({
from_date: moment().startOf('year').format('YYYY-MM-DD'),
to_date: moment().endOf('year').format('YYYY-MM-DD'),
fromDate: moment().startOf('year').format('YYYY-MM-DD'),
toDate: moment().endOf('year').format('YYYY-MM-DD'),
basis: 'accural',
none_zero: true,
});
// Change page title of the dashboard.
useEffect(() => {
changePageTitle(formatMessage({id:'general_ledger'}));
}, [changePageTitle,formatMessage]);
changePageTitle(formatMessage({ id: 'general_ledger' }));
}, [changePageTitle, formatMessage]);
const fetchAccounts = useQuery(['accounts-list'],
() => requestFetchAccounts());
useEffect(() => {
// Show the back link on dashboard topbar.
setDashboardBackLink(true);
const fetchSheet = useQuery(['general-ledger', filter],
(key, query) => fetchGeneralLedger(query),
{ manual: true });
// Handle fetch data of trial balance table.
const handleFetchData = useCallback(() => {
fetchSheet.refetch({ force: true });
}, []);
// Handle financial statement filter change.
const handleFilterSubmit = useCallback((filter) => {
const parsedFilter = {
...filter,
from_date: moment(filter.from_date).format('YYYY-MM-DD'),
to_date: moment(filter.to_date).format('YYYY-MM-DD'),
return () => {
// Hide the back link on dashboard topbar.
setDashboardBackLink(false);
};
setFilter(parsedFilter);
}, [setFilter]);
});
const handleFilterChanged = () => { };
// Observes the GL sheet refresh to invalid the query to refresh it.
useEffect(() => {
if (generalLedgerSheetRefresh) {
queryCache.invalidateQueries('general-ledger');
refreshGeneralLedgerSheet(false);
}
}, [generalLedgerSheetRefresh, refreshGeneralLedgerSheet]);
// Fetches accounts list.
const fetchAccounts = useQuery(['accounts-list'], () =>
requestFetchAccounts(),
);
// Fetches the general ledger sheet.
const fetchSheet = useQuery(['general-ledger', filter], (key, q) =>
fetchGeneralLedger({ ...transformFilterFormToQuery(q) }),
);
// Handle financial statement filter change.
const handleFilterSubmit = useCallback(
(filter) => {
const parsedFilter = {
...filter,
fromDate: moment(filter.fromDate).format('YYYY-MM-DD'),
toDate: moment(filter.toDate).format('YYYY-MM-DD'),
};
setFilter(parsedFilter);
refreshGeneralLedgerSheet(true);
},
[setFilter, refreshGeneralLedgerSheet],
);
return (
<DashboardInsider>
<GeneralLedgerActionsBar
onFilterChanged={handleFilterChanged} />
<GeneralLedgerActionsBar />
<DashboardPageContent>
<div class="financial-statement financial-statement--general-ledger">
<GeneralLedgerHeader
pageFilter={filter}
onSubmitFilter={handleFilterSubmit} />
onSubmitFilter={handleFilterSubmit}
/>
<div class="financial-statement__body">
<GeneralLedgerTable
companyName={organizationSettings.name}
companyName={organizationName}
generalLedgerQuery={filter}
onFetchData={handleFetchData} />
/>
</div>
</div>
</DashboardPageContent>
@@ -95,5 +122,10 @@ export default compose(
withGeneralLedgerActions,
withDashboardActions,
withAccountsActions,
withSettings,
)(GeneralLedger);
withGeneralLedger(({ generalLedgerSheetRefresh }) => ({
generalLedgerSheetRefresh,
})),
withSettings(({ organizationSettings }) => ({
organizationName: organizationSettings.name,
})),
)(GeneralLedger);