mirror of
https://github.com/bigcapitalhq/bigcapital.git
synced 2026-02-15 20:30:33 +00:00
feat: cashflow service.
This commit is contained in:
@@ -141,14 +141,14 @@ function BankAccountBalance({ amount, loading }) {
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const ACCOUNT_TYPE = {
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CASH: 'cash',
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BANK: 'bank',
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CREDIT_CARD: 'credit-card',
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BANK_ACCOUNT: 'bank-account',
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};
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const ACCOUNT_TYPE_PAIR_ICON = {
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[ACCOUNT_TYPE.CASH]: 'payments',
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[ACCOUNT_TYPE.CREDIT_CARD]: 'credit-card',
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[ACCOUNT_TYPE.BANK_ACCOUNT]: 'account-balance',
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[ACCOUNT_TYPE.BANK]: 'account-balance',
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};
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function BankAccountTypeIcon({ type }) {
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@@ -159,7 +159,7 @@ function BankAccountTypeIcon({ type }) {
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}
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return (
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<AccountIconWrap>
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<Icon icon={'credit-card'} iconSize={18} />
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<Icon icon={icon} iconSize={18} />
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</AccountIconWrap>
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);
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}
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@@ -16,7 +16,10 @@ export function IntersectionObserver({ onIntersect }) {
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});
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return (
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<div ref={loadMoreButtonRef} style={{ opacity: 0 }}>
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<div
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ref={loadMoreButtonRef}
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style={{ opacity: 0, height: 0, width: 0, padding: 0, margin: 0 }}
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>
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Load Newer
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</div>
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);
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@@ -1,9 +1,7 @@
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import React from 'react';
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import { Intent, Tag } from '@blueprintjs/core';
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import intl from 'react-intl-universal';
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import clsx from 'classnames';
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import { CLASSES } from '../../common/classes';
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import { If, AppToaster } from 'components';
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import { NormalCell, BalanceCell } from './components';
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import { transformTableStateToQuery, isBlank } from 'utils';
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@@ -1,4 +1,5 @@
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import React from 'react';
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import styled from 'styled-components';
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import { DataTable, TableFastCell } from 'components';
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import { TABLES } from 'common/tables';
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@@ -36,14 +37,13 @@ function AccountTransactionsDataTable({
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useMemorizedColumnsWidths(TABLES.CASHFLOW_Transactions);
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return (
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<DataTable
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<CashflowTransactionsTable
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noInitialFetch={true}
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columns={columns}
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data={cashflowTransactions}
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sticky={true}
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loading={isCashFlowTransactionsLoading}
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headerLoading={isCashFlowTransactionsLoading}
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progressBarLoading={isCashFlowTransactionsFetching}
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expandColumnSpace={1}
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expandToggleColumn={2}
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selectionColumnWidth={45}
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@@ -54,11 +54,11 @@ function AccountTransactionsDataTable({
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// #TableVirtualizedListRows props.
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vListrowHeight={cashflowTansactionsTableSize == 'small' ? 32 : 40}
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vListOverscanRowCount={0}
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TableHeaderSkeletonRenderer={TableSkeletonHeader}
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initialColumnsWidths={initialColumnsWidths}
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onColumnResizing={handleColumnResizing}
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size={cashflowTansactionsTableSize}
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noResults={'There is deposit/withdrawal transactions on the current account.'}
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noResults={
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'There is deposit/withdrawal transactions on the current account.'
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}
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className="table-constrant"
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/>
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);
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@@ -69,3 +69,30 @@ export default compose(
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cashflowTansactionsTableSize: cashflowTransactionsSettings?.tableSize,
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})),
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)(AccountTransactionsDataTable);
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const DashboardConstrantTable = styled(DataTable)`
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.table .thead {
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.th {
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border-bottom-color: #666;
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border-top-color: #666;
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background: #fff;
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}
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}
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`;
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const CashflowTransactionsTable = styled(DashboardConstrantTable)`
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.table .tbody {
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.tbody-inner .tr.no-results {
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.td {
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padding: 3rem 0;
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font-size: 16px;
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color: #888;
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font-weight: 400;
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border-bottom: 0;
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}
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}
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}
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`;
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const DashboardRegularTable = styled(DataTable)``;
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@@ -47,7 +47,7 @@ export function useAccountTransactionsColumns() {
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width: 110,
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className: 'deposit',
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textOverview: true,
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align: 'right'
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align: 'right',
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},
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{
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id: 'withdrawal',
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@@ -65,7 +65,7 @@ export function useAccountTransactionsColumns() {
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className: 'running_balance',
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width: 150,
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textOverview: true,
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align: 'right'
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align: 'right',
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},
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],
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[],
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@@ -76,7 +76,7 @@ export function useAccountTransactionsColumns() {
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* Account transactions progress bar.
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*/
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export function AccountTransactionsProgressBar() {
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const { isCashFlowTransactionsLoading } = useAccountTransactionsContext();
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const { isCashFlowTransactionsFetching } = useAccountTransactionsContext();
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return isCashFlowTransactionsLoading ? <MaterialProgressBar /> : null;
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return isCashFlowTransactionsFetching ? <MaterialProgressBar /> : null;
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}
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@@ -0,0 +1,15 @@
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import { connect } from 'react-redux';
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import { getCashflowAccountsTableStateFactory } from 'store/CashflowAccounts/CashflowAccounts.selectors';
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export default (mapState) => {
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const getCashflowAccountsTableState = getCashflowAccountsTableStateFactory();
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const mapStateToProps = (state, props) => {
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const mapped = {
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cashflowAccountsTableState: getCashflowAccountsTableState(state, props),
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};
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return mapState ? mapState(mapped, state, props) : mapped;
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};
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return connect(mapStateToProps);
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};
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@@ -0,0 +1,15 @@
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import { connect } from 'react-redux';
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import {
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setCashflowAccountsTableState,
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resetCashflowAccountsTableState,
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} from 'store/CashflowAccounts/CashflowAccounts.actions';
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const mapActionsToProps = (dispatch) => ({
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setCashflowAccountsTableState: (queries) =>
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dispatch(setCashflowAccountsTableState(queries)),
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resetCashflowAccountsTableState: () =>
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dispatch(resetCashflowAccountsTableState()),
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});
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export default connect(null, mapActionsToProps);
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@@ -1,26 +1,22 @@
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import React from 'react';
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import classNames from 'classnames';
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import { isEmpty } from 'lodash';
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import {
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Button,
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NavbarGroup,
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Classes,
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NavbarDivider,
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Alignment,
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Switch,
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} from '@blueprintjs/core';
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import {
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Icon,
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DashboardRowsHeightButton,
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FormattedMessage as T,
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} from 'components';
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import DashboardActionsBar from 'components/Dashboard/DashboardActionsBar';
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import { useCashFlowAccountsContext } from './CashFlowAccountsProvider';
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import withDialogActions from 'containers/Dialog/withDialogActions';
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import withSettings from '../../Settings/withSettings';
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import withSettingsActions from '../../Settings/withSettingsActions';
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import withCashflowAccountsTableActions from '../AccountTransactions/withCashflowAccountsTableActions';
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import { compose } from 'utils';
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@@ -36,12 +32,14 @@ function CashFlowAccountsActionsBar({
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// #withSettingsActions
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addSetting,
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// #
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setCashflowAccountsTableState
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}) {
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// Handle table row size change.
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const handleTableRowSizeChange = (size) => {
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addSetting('cashflowAccounts', 'tableSize', size);
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};
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// Handle click a refresh
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const handleRefreshBtnClick = () => {};
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@@ -49,18 +47,21 @@ function CashFlowAccountsActionsBar({
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const handleAddBankAccount = () => {
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openDialog('account-form', {});
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};
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// Handle add cash account.
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const handleAddCashAccount = () => {
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openDialog('account-form', {});
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};
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// Handle inactive switch changing.
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const handleInactiveSwitchChange = (event) => {
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const checked = event.target.checked;
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setCashflowAccountsTableState({ inactiveMode: checked });
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};
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return (
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<DashboardActionsBar>
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<NavbarGroup>
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<Button
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className={Classes.MINIMAL}
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// className={classNames(Classes.MINIMAL, 'button--table-views')}
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icon={<Icon icon={'plus-24'} iconSize={20} />}
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text={<T id={'cash_flow.label.add_cash_account'} />}
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onClick={handleAddBankAccount}
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@@ -88,11 +89,12 @@ function CashFlowAccountsActionsBar({
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text={<T id={'import'} />}
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/>
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<NavbarDivider />
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<DashboardRowsHeightButton
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initialValue={cashflowTableSize}
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onChange={handleTableRowSizeChange}
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<Switch
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labelElement={<T id={'inactive'} />}
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defaultChecked={false}
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onChange={handleInactiveSwitchChange}
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/>
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<NavbarDivider />
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</NavbarGroup>
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<NavbarGroup align={Alignment.RIGHT}>
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<Button
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@@ -110,4 +112,5 @@ export default compose(
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withSettings(({ cashflowSettings }) => ({
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cashflowTableSize: cashflowSettings?.tableSize,
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})),
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withCashflowAccountsTableActions,
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)(CashFlowAccountsActionsBar);
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@@ -1,20 +1,37 @@
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import React from 'react';
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import React, { useEffect } from 'react';
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import { compose } from 'lodash/fp';
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import 'style/pages/CashFlow/CashFlowAccounts/List.scss';
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import { DashboardPageContent } from 'components';
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import { CashFlowAccountsProvider } from './CashFlowAccountsProvider';
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import CashFlowAccountsActionsBar from './CashFlowAccountsActionsBar';
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import CashflowAccountsGrid from './CashflowAccountsGrid';
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import withCashflowAccounts from '../AccountTransactions/withCashflowAccounts';
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import withCashflowAccountsTableActions from '../AccountTransactions/withCashflowAccountsTableActions';
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/**
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* Cash flow accounts list.
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* Cashflow accounts list.
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*/
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function CashFlowAccountsList({}) {
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function CashFlowAccountsList({
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// #withCashflowAccounts
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cashflowAccountsTableState,
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// #withCashflowAccountsTableActions
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resetCashflowAccountsTableState,
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}) {
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// Resets the cashflow accounts table state.
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useEffect(
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() => () => {
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resetCashflowAccountsTableState();
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},
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[resetCashflowAccountsTableState],
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);
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return (
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<CashFlowAccountsProvider>
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<CashFlowAccountsProvider tableState={cashflowAccountsTableState}>
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<CashFlowAccountsActionsBar />
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<DashboardPageContent>
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@@ -24,4 +41,9 @@ function CashFlowAccountsList({}) {
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);
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}
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export default CashFlowAccountsList;
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export default compose(
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withCashflowAccounts(({ cashflowAccountsTableState }) => ({
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cashflowAccountsTableState,
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})),
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withCashflowAccountsTableActions,
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)(CashFlowAccountsList);
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@@ -3,12 +3,16 @@ import DashboardInsider from 'components/Dashboard/DashboardInsider';
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import { useCashflowAccounts } from 'hooks/query';
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import { transformAccountsStateToQuery } from './utils';
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const CashFlowAccountsContext = React.createContext();
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/**
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* Cash Flow data provider.
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*/
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function CashFlowAccountsProvider({ query, tableStateChanged, ...props }) {
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function CashFlowAccountsProvider({ tableState, ...props }) {
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const query = transformAccountsStateToQuery(tableState);
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// Fetch cash flow list .
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const {
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data: cashflowAccounts,
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@@ -32,4 +36,5 @@ function CashFlowAccountsProvider({ query, tableStateChanged, ...props }) {
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const useCashFlowAccountsContext = () =>
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React.useContext(CashFlowAccountsContext);
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export { CashFlowAccountsProvider, useCashFlowAccountsContext };
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@@ -1,6 +1,6 @@
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import React from 'react';
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import { isNull } from 'lodash';
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import { compose } from 'lodash/fp';
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import { isNull, isEmpty } from 'lodash';
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import { compose, curry } from 'lodash/fp';
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import styled from 'styled-components';
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import { Link } from 'react-router-dom';
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import { Menu, MenuItem, MenuDivider, Intent } from '@blueprintjs/core';
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@@ -23,6 +23,7 @@ import withAlertsActions from '../../Alert/withAlertActions';
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import withDialogActions from '../../Dialog/withDialogActions';
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import { safeCallback } from 'utils';
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import { addMoneyIn, addMoneyOut } from 'common/cashflowOptions';
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const CASHFLOW_SKELETON_N = 4;
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@@ -91,6 +92,20 @@ function CashflowBankAccount({
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const handleEditAccount = () => {
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openDialog('account-form', { action: 'edit', id: account.id });
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};
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// Handle money in menu item actions.
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const handleMoneyInClick = (transactionType) => {
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openDialog('money-in', {
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account_type: transactionType,
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account_id: account.id,
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});
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};
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// Handle money out menu item actions.
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const handleMoneyOutClick = (transactionType) => {
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openDialog('money-out', {
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account_type: transactionType,
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account_id: account.id,
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});
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};
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return (
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<CashflowBankAccountWrap>
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@@ -102,7 +117,7 @@ function CashflowBankAccount({
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title={account.name}
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code={account.code}
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balance={!isNull(account.amount) ? account.formatted_amount : '-'}
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type={'cash'}
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type={account.account_type}
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updatedBeforeText={getUpdatedBeforeText(account.createdAt)}
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/>
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</CashflowAccountAnchor>
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@@ -119,6 +134,8 @@ function CashflowBankAccount({
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onActivateClick={handleActivateClick}
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onInactivateClick={handleInactivateClick}
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onEditClick={handleEditAccount}
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onMoneyInClick={handleMoneyInClick}
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onMoneyOutClick={handleMoneyOutClick}
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/>
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</ContextMenu>
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</CashflowBankAccountWrap>
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@@ -144,6 +161,19 @@ function CashflowAccountsGridItems({ accounts }) {
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));
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}
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/**
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* Cashflow accounts empty state.
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*/
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function CashflowAccountsEmptyState() {
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return (
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<AccountsEmptyStateBase>
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<AccountsEmptyStateTitle>
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There is no cashflow accounts with current filter criteria.
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</AccountsEmptyStateTitle>
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</AccountsEmptyStateBase>
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||||
);
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}
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||||
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/**
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* Cashflow accounts grid.
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*/
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@@ -157,6 +187,8 @@ export default function CashflowAccountsGrid() {
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<BankAccountsList>
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||||
{isCashFlowAccountsLoading ? (
|
||||
<CashflowAccountsSkeleton />
|
||||
) : isEmpty(cashflowAccounts) ? (
|
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<CashflowAccountsEmptyState />
|
||||
) : (
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<CashflowAccountsGridItems accounts={cashflowAccounts} />
|
||||
)}
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@@ -167,6 +199,32 @@ export default function CashflowAccountsGrid() {
|
||||
);
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||||
}
|
||||
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/**
|
||||
* Cashflow account money out context menu.
|
||||
*/
|
||||
function CashflowAccountMoneyInContextMenu({ onClick }) {
|
||||
const handleItemClick = curry((transactionType, event) => {
|
||||
onClick && onClick(transactionType, event);
|
||||
});
|
||||
|
||||
return addMoneyIn.map((option) => (
|
||||
<MenuItem text={option.name} onClick={handleItemClick(option.value)} />
|
||||
));
|
||||
}
|
||||
|
||||
/**
|
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* Cashflow account money in context menu.
|
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*/
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function CashflowAccountMoneyOutContextMenu({ onClick }) {
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const handleItemClick = curry((transactionType, event) => {
|
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onClick && onClick(transactionType, event);
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||||
});
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||||
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return addMoneyOut.map((option) => (
|
||||
<MenuItem text={option.name} onClick={handleItemClick(option.value)} />
|
||||
));
|
||||
}
|
||||
|
||||
/**
|
||||
* Cashflow account context menu.
|
||||
*/
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||||
@@ -176,6 +234,8 @@ function CashflowAccountContextMenu({
|
||||
onInactivateClick,
|
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onActivateClick,
|
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onDeleteClick,
|
||||
onMoneyInClick,
|
||||
onMoneyOutClick,
|
||||
}) {
|
||||
return (
|
||||
<Menu>
|
||||
@@ -185,6 +245,21 @@ function CashflowAccountContextMenu({
|
||||
onClick={safeCallback(onViewClick)}
|
||||
/>
|
||||
<MenuDivider />
|
||||
<MenuItem
|
||||
text={'Money In'}
|
||||
icon={<Icon icon={'arrow-downward'} iconSize={16} />}
|
||||
>
|
||||
<CashflowAccountMoneyInContextMenu onClick={onMoneyInClick} />
|
||||
</MenuItem>
|
||||
|
||||
<MenuItem
|
||||
text={'Money Out'}
|
||||
icon={<Icon icon={'arrow-upward'} iconSize={16} />}
|
||||
>
|
||||
<CashflowAccountMoneyOutContextMenu onClick={onMoneyOutClick} />
|
||||
</MenuItem>
|
||||
<MenuDivider />
|
||||
|
||||
<MenuItem
|
||||
icon={<Icon icon="pen-18" />}
|
||||
text={intl.get('edit_account')}
|
||||
@@ -230,3 +305,16 @@ const CashflowAccountsGridWrap = styled.div`
|
||||
`;
|
||||
|
||||
const CashflowBankAccountWrap = styled.div``;
|
||||
|
||||
const AccountsEmptyStateBase = styled.div`
|
||||
flex: 1;
|
||||
text-align: center;
|
||||
margin: 2rem 0;
|
||||
`;
|
||||
const AccountsEmptyStateTitle = styled.h1`
|
||||
font-size: 16px;
|
||||
color: #626b76;
|
||||
opacity: 0.8;
|
||||
line-height: 1.6;
|
||||
font-weight: 500;
|
||||
`;
|
||||
|
||||
11
src/containers/CashFlow/CashFlowAccounts/utils.js
Normal file
11
src/containers/CashFlow/CashFlowAccounts/utils.js
Normal file
@@ -0,0 +1,11 @@
|
||||
import { transformTableStateToQuery } from 'utils';
|
||||
|
||||
/**
|
||||
* Transformes the table state to list query.
|
||||
*/
|
||||
export const transformAccountsStateToQuery = (tableState) => {
|
||||
return {
|
||||
...transformTableStateToQuery(tableState),
|
||||
inactive_mode: tableState.inactiveMode,
|
||||
}
|
||||
}
|
||||
21
src/store/CashflowAccounts/CashflowAccounts.actions.js
Normal file
21
src/store/CashflowAccounts/CashflowAccounts.actions.js
Normal file
@@ -0,0 +1,21 @@
|
||||
import t from 'store/types';
|
||||
|
||||
/**
|
||||
* Sets the cashflow accounts table state.
|
||||
*/
|
||||
export const setCashflowAccountsTableState = (queries) => {
|
||||
return {
|
||||
type: t.CASHFLOW_ACCOUNTS_TABLE_STATE_SET,
|
||||
payload: { queries },
|
||||
};
|
||||
};
|
||||
|
||||
/**
|
||||
* Resets the cashflow accounts table state.
|
||||
*/
|
||||
export const resetCashflowAccountsTableState = () => {
|
||||
return {
|
||||
type: t.CASHFLOW_ACCOUNTS_TABLE_STATE_RESET,
|
||||
};
|
||||
};
|
||||
|
||||
31
src/store/CashflowAccounts/CashflowAccounts.reducer.js
Normal file
31
src/store/CashflowAccounts/CashflowAccounts.reducer.js
Normal file
@@ -0,0 +1,31 @@
|
||||
import { createReducer } from '@reduxjs/toolkit';
|
||||
import { persistReducer, purgeStoredState } from 'redux-persist';
|
||||
import storage from 'redux-persist/lib/storage';
|
||||
import { createTableStateReducers } from 'store/tableState.reducer';
|
||||
import t from 'store/types';
|
||||
|
||||
export const defaultTableQuery = {
|
||||
filterRoles: [],
|
||||
};
|
||||
|
||||
const initialState = {
|
||||
tableState: defaultTableQuery,
|
||||
};
|
||||
|
||||
const STORAGE_KEY = 'bigcapital:cashflow_accounts';
|
||||
|
||||
const CONFIG = {
|
||||
key: STORAGE_KEY,
|
||||
whitelist: [],
|
||||
storage,
|
||||
};
|
||||
|
||||
const reducerInstance = createReducer(initialState, {
|
||||
...createTableStateReducers('CASHFLOW_ACCOUNTS', defaultTableQuery),
|
||||
|
||||
[t.RESET]: () => {
|
||||
purgeStoredState(CONFIG);
|
||||
},
|
||||
});
|
||||
|
||||
export default persistReducer(CONFIG, reducerInstance);
|
||||
19
src/store/CashflowAccounts/CashflowAccounts.selectors.js
Normal file
19
src/store/CashflowAccounts/CashflowAccounts.selectors.js
Normal file
@@ -0,0 +1,19 @@
|
||||
import { paginationLocationQuery } from 'store/selectors';
|
||||
import { createDeepEqualSelector } from 'utils';
|
||||
|
||||
// Accounts table state selector
|
||||
const cashflowAccountsTableStateSelector = (state, props) =>
|
||||
state.cashflowAccounts.tableState;
|
||||
|
||||
// Get accounts table state marged with location query.
|
||||
export const getCashflowAccountsTableStateFactory = () =>
|
||||
createDeepEqualSelector(
|
||||
paginationLocationQuery,
|
||||
cashflowAccountsTableStateSelector,
|
||||
(locationQuery, tableState) => {
|
||||
return {
|
||||
...locationQuery,
|
||||
...tableState,
|
||||
};
|
||||
},
|
||||
);
|
||||
5
src/store/CashflowAccounts/CashflowAccounts.types.js
Normal file
5
src/store/CashflowAccounts/CashflowAccounts.types.js
Normal file
@@ -0,0 +1,5 @@
|
||||
|
||||
export default {
|
||||
CASHFLOW_ACCOUNTS_TABLE_STATE_SET: 'CASHFLOW_ACCOUNTS/TABLE_STATE_SET',
|
||||
CASHFLOW_ACCOUNTS_TABLE_STATE_RESET: 'CASHFLOW_ACCOUNTS/TABLE_STATE_RESET',
|
||||
};
|
||||
@@ -6,6 +6,7 @@ import authentication from './authentication/authentication.reducer';
|
||||
import dashboard from './dashboard/dashboard.reducer';
|
||||
import users from './users/users.reducer';
|
||||
import accounts from './accounts/accounts.reducer';
|
||||
import cashflowAccounts from './CashflowAccounts/CashflowAccounts.reducer';
|
||||
import fields from './customFields/customFields.reducer';
|
||||
import items from './items/items.reducer';
|
||||
import views from './customViews/customViews.reducer';
|
||||
@@ -39,6 +40,7 @@ const appReducer = combineReducers({
|
||||
dashboard,
|
||||
users,
|
||||
accounts,
|
||||
cashflowAccounts,
|
||||
manualJournals,
|
||||
fields,
|
||||
views,
|
||||
|
||||
@@ -1,5 +1,6 @@
|
||||
import authentication from './authentication/authentication.types';
|
||||
import accounts from './accounts/accounts.types';
|
||||
import cashflowAccounts from './CashflowAccounts/CashflowAccounts.types';
|
||||
import accounting from './manualJournals/manualJournals.types';
|
||||
import currencies from './currencies/currencies.types';
|
||||
import customFields from './customFields/customFields.types';
|
||||
@@ -32,6 +33,7 @@ import plans from './plans/plans.types';
|
||||
export default {
|
||||
...authentication,
|
||||
...accounts,
|
||||
...cashflowAccounts,
|
||||
...currencies,
|
||||
...customFields,
|
||||
...customViews,
|
||||
|
||||
@@ -3,14 +3,6 @@
|
||||
.bigcapital-datatable {
|
||||
display: block;
|
||||
|
||||
.dashboard__page-content & {
|
||||
.table .thead {
|
||||
.th {
|
||||
border-bottom-color: #d2dde2;
|
||||
}
|
||||
}
|
||||
}
|
||||
|
||||
.table {
|
||||
text-align: left;
|
||||
border-spacing: 0;
|
||||
@@ -19,8 +11,6 @@
|
||||
|
||||
.thead {
|
||||
overflow: hidden;
|
||||
// overflow-y: auto;
|
||||
// overflow-x: hidden;
|
||||
|
||||
.th {
|
||||
padding: 0.7rem 0.5rem;
|
||||
@@ -28,7 +18,7 @@
|
||||
font-size: 14px;
|
||||
color: #3b495d;
|
||||
font-weight: 600;
|
||||
border-bottom: 1px solid rgb(224, 224, 224);
|
||||
border-bottom: 1px solid #d2dde2;
|
||||
|
||||
>div {
|
||||
overflow: hidden;
|
||||
|
||||
Reference in New Issue
Block a user